HomeMy WebLinkAbout2009-229B 67-37. 008 (2 ) (f) , F .A . C . N
Form SHIP AR/2009
SHIP Annual Report Report Status : Unsubmitted
Indian River County 2007 Interim - 1
Form 1
SHIP Distribution Summary
Homeownership
dle 7t7k
Code Strafe : � Amourat Unl#s ount % Unt ° `e ! ntu� �� > ;r
Jn
1 Purchase Assistance with $427 , 883 . 29 $ . 00
Rehab 15 0 $ . 00 0
2 Purchase Assistance $ 30 , 000 . 00 1 $ . 00 $ . 00
0
without rehab p
2 Purchase Assistance with $401 , 783 . 31 10 $ . 00 0 $ . 00
Impact Fee Loan p
3 Rehabilitation 10 year Loan $ 341 , 234 . 76 11 $ 36 , 500 . 00 $ . 00
to Grant 1 0
3 Rehabilitation Loan $ 160 , 502 . 73 5 $ 89 , 629 . 60 2 $ 600 0
Homeownership Totals : $ 19361 , 404. 09 42 $ 1261129 . 60 3 $ . 00 0
Rentals
Expended Encumbered Unencumbered
Code Strafe Amount Units Amount Units Amount Units
Rental Totals :
Subtotals : $ 1 , 361 , 404. 09 42 $ 1269129 . 60 3 $ . 00 0
Additional Use of Funds
Use „ Expended Encumbered Unencumbered`
Administrative $ 73 , 899 . 80 $ 50 , 000 . 00 $ . 00
Homeownership Counseling $ . 00 $ . 00 $ . 00
Admin From Program Income $ 19 , 430 . 56 $ . 00 $ . 00
Admin From Disaster Funds $ . 00 $ . 00 $ . 00
Totals : $1 ,454,734.45 ' 42 ` = $ 176, 129. 60 % 3% � " $AA Q ,l
Total Revenue (Actual and/or Anticipated ) for Local SHIP Trust Fund
Source of Funds' Atnoun# ,"
State Annual Distribution $ 1 , 238 , 998 . 00
Program Income ( Interest ) $ 821833 . 63
Program Income ( Payments ) $ 305 , 777 . 58
Recaptured Funds $ . 00
Disaster Funds
Other Funds $ . 00
Page 1
F
67-37 . 008 (2 ) (f) , F .A. C .
Form SHIP AR/2009
Carryover funds from previous year $ 3 , 254 . 83
Total : $ 1 , 630 , 864 . 04 * Carry Forward to Next Year: -$ . 01
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
Description Eff. 1 Bed ' 2 Bad 3 Bod . 4 ' Bed771
Recap of Funding Sources for Units Produced
Source of Funds. A rgduicsd Attiount of Funds Expended to ,
th ou77
gh Jbne 30th for Units, `
VIEWAnte "!o' Of Tota# tYiupeG. . . �.
SHIP Funds Expended $ 1 , 361 , 404 . 09 38 . 87 %
Public Moneys Expended $234 , 400 . 00 6 . 69 %
Private Funds Expended $ 119061824 . 69 54 . 44 %
Owner Contribution $ . 00 . 00 %
Total Value of All Units $ 3 , 502 , 628 . 78 100 . 00 %
SHIP Program Compliance Summary - Home Ownership/Construction/ Rehab
Ft» Statue, , y '
Com liance Category SHIP Funds Trust Funds % of Trust Fund Minlmuri %
Homeownership $ 11438 , 875 . 18 $ 1 , 238 , 998 . 00 116 . 13 % 65 %
Construction / Rehabilitation $ 1 , 438 , 875 . 18 $ 1 , 238 , 998 . 00 116 . 13 % 75 %
Program Compliance - Income Set-Asides
, Total .
SHIP Funds SHIP Funds SHIP Funds Total of AvatiabieA
Income Category ` Expended Encumbered Unencumbered SHIP Funds Funds
Extremely Low $2119034 . 68 $ . 00 $ . 00 $211 , 034 . 68 92 . 94 %
Very Low $459 , 006 . 97 $ 36 , 500 . 00 $ . 00 $495 , 506 . 97 30 . 38 %
Low $ 568 , 343 . 53 $ 89 , 629 . 60 $ . 00 $6571973 . 13 40 . 35 %
Moderate $ 123 , 018 . 91 $ . 00 $ . 00 $ 123 , 018 . 91 7 . 54 %
Totals : $ 1 , 361 , 404 . 09 $ 126 , 129 . 60 $ . 00 $ 1 ,487 , 533 . 69 91 . 21 %
Special Target Groups for Funds Expended ( i . e . teachers , nurses , law enforcement ,
fire fighters , etc . ) Set Aside
Special Target Total #A % of
Descri tion 3. ' GroluA . Fund$ Eicpended Units
Project Funding for Expended Funds Only
Page 2
67-37. 008 (2) (171 F .A . C .
Form SHIP AR/2009
r
aegary , , : t. 5
Extremely Low $211 , 034 . 68 7 $ . 00 0 $211 , 034 . 68 7
Very Low $459 , 006 . 97 12 $ . 00 0 $459 , 006 . 97 12
Low $ 568 , 343 . 53 17 $ . 00 0 $ 568 , 343 . 53 17
Moderate $ 1231018 . 91 6 $ . 00 0 $ 123 , 018 . 91 6
Totals : $ 1 , 361 ,404 . 09 42 $ . 00 0 $ 1 , 361 , 404 . 09 42
Form 3
Number of Households/ Units Produced
is`t 1JnlnCo"rporate/
Y
gWand tach ' ~ �' a
Descrip#lon . Mur~iclpality , , m. Ll VLi Low Mod r Tota! ;r`
Purchase Assistance Indian River County 0 1 0 0 1
+ No Rehab
Purchase Assistance Indian River County 0 2 7 3 12
+ Rehab
Purchase Assistance Sebastian 0 1 0 1 2
+ Rehab
Purchase Assistance Vero Beach 0 0 0 1 1
+ Rehab
Purchase Assistance Fellsmere 0 2 5 0 7
+ Impact Fee Loan
Purchase Assistance Indian River County 0 2 1 0 3
+ Impact Fee Loan
Rehab 10yr. Loan to Indian River County 7 4 0 0 11
Grant
Rehab Loan Indian River County 0 0 4 1 5
Totals : 7 12 17 6 42
Characteristics/Age ( Head of Household )
Llst Unincorporated
and Each
Description Municipality 0 - 25 " 26 = 40 41 - 61 62+ Total
Purchase Assistance Indian River County 0 1 0 0 1
+ No Rehab
Purchase Assistance Indian River County 2 6 4 0 12
+ Rehab
Purchase Assistance Sebastian 0 2 0 0 2
+ Rehab
Purchase Assistance Vero Beach 0 0 1 0 1
+ Rehab
Purchase Assistance Fellsmere 0 2 5 0 7
+ Impact Fee Loan
Purchase Assistance Indian River County 1 0 2 0 3
+ Impact Fee Loan
Page 3
67-37. 008(2) (1) , F .A. C .
Form SHIP AR/2009
Rehab 10yr. Loan to Indian River County 0 0 4 7 11
Grant
Rehab Loan Indian River County 0 2 3 0 5
Totals : 3 13 19 7 42
Family Size
r 16
Ale ell
t,ltnlncorprted � ' E
" s mxle � s firAk
,
fIV
a, ` �"�" an va 7 8 , k ,, y��j t" ��y+++ i r r3 rli l� X,, ;
r rAle
?, fk, t w F v a E 4 -9� z Vwelwv, 4 f "AA 6 '�
Description ', liilunl i nllfy, QeMon ;, e� le . i?e+� le ` ; Total, °,.Adr ;
Purchase Assistance Indian River County 0 1 0 1
+ No Rehab
Purchase Assistance Indian River County 2 10 0 12
+ Rehab
Purchase Assistance Sebastian 1 1 0 2
+ Rehab
Purchase Assistance Vero Beach 1 0 0 1
+ Rehab
Purchase Assistance Fellsmere 0 4 3 7
+ Impact Fee Loan
Purchase Assistance Indian River County 0 2 1 3
+ Impact Fee Loan
Rehab 10yr . Loan to Indian River County 9 2 0 11
Grant
Rehab Loan Indian River County 0 5 0 5
Totals : 13 25 4 42
Race ( Head of Household )
List Unincorporated
ell Yand; Eachk 11 Hisp- Amer. Ale A
Description Municipality White Black' anic Asian - Indian Other Total
Purchase Assistance Indian River County 1 0 0 0 0 0 1
+ No Rehab
Purchase Assistance Indian River County 8 4 0 0 0 0 12
+ Rehab
Purchase Assistance Sebastian 2 0 0 0 0 0 2
+ Rehab
Purchase Assistance Vero Beach 1 0 0 0 0 0 1
+ Rehab
Purchase Assistance Fellsmere 1 1 5 0 0 0 7
+ Impact Fee Loan
Purchase Assistance Indian River County 0 3 0 0 0 0 3
+ Impact Fee Loan
Rehab 10yr. Loan to Indian River County 4 7 0 0 0 0 11
Grant
Rehab Loan Indian River County 3 2 0 0 0 0 5
Totals : 20 17 5 0 0 0 42
Special Needs (Any Member of Household )
Page 4
67-37 . 008 (2) 0 , F .A . C .
Form SHIP AR/2009
ee,
z✓ d yy "` 1
rX a�a� &uksledi e
zi` �jjyy„ k� 1ry �Y� cvMZ
of
Purchase Assistance Indian River County 0 0 0 0 1 0 1
+ No Rehab
Purchase Assistance Indian River County 0 0 0 0 1 0 1
+ Rehab
Purchase Assistance Sebastian 0 0 0 0 0 0 0
+ Rehab
Purchase Assistance Vero Beach 0 0 0 0 0 0 0
+ Rehab
Purchase Assistance Fellsmere 1 0 0 0 0 0 1
+ Impact Fee Loan
Purchase Assistance Indian River County 0 0 0 0 1 0 1
+ Impact Fee Loan
Rehab 10yr . Loan to Indian River County 0 1 0 5 6 1 13
Grant
Rehab Loan Indian River County 0 0 0 0 1 0 1
Totals : 1 1 0 5 10 1 18
Form 4
Incentive Strategy :
Adopting Ordinance or Resolution Number or identify local policy :
Implementation Schedule ( Date ) :
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 . ) :
Expended Funds
Strategy Full Name Address ° Cit �� ZIp Expenlded � �', Unit
Code Fu'inds C unted .
Purchase Pinkney , 3280 13th Ln SW Vero Beach 32962 $ 30 , 000 . 00
Jennifer
Purchase + Rehab Boone , Kelly 619 Barber St Sebastian 32958 $ 37 , 404 . 09
Purchase + Rehab Campbell , 1375 35th Ave Vero Beach 32960 $27 , 935 . 64
Barbara
Purchase + Rehab Dowdell , Bryan 1036 18th PI SW Vero Beach 32962 $22 , 526 . 98
& Ashley
Purchase + Rehab Haskins , Rick 792 Seagrass Ave Sebastian 32958 $24 , 224 . 68
A
Page 5
67-37 . 008(2) 0 , F .A. C .
Form SHIP AR/2009
Purchase + Rehab Higgins , 2470 4th St Vero Beach 32962 $23 , 085 . 28
Shawn
Purchase + Rehab Luty , Catherine 400 18th St , Apt 0-6 Vero Beach 32960 $20 , 568 . 00
Purchase + Rehab Wingate , 428 Grove Isle Cir Vero Beach 32962 $ 28 , 439 . 21
Marlene
Purchase + Rehab Pryce Moore , 691 24th St SW Vero Beach 32962 $28 , 056 . 35
0;EDI
Suzette
Purchase + Rehab Pulliam , David 620 18th Ave Vero Beach 32962 $ 39 , 783 . 38
& Sandra
Purchase + Rehab Rea , Joseph & 410 13th PI SW Vero Beach 32962 $27 , 495 . 22
Amy
Purchase + Rehab Sears , 218 15th Ln SW Vero Beach 32962 $ 31 , 496 . 10
Taneshia
Purchase + Rehab Stephens , 374 8th Ct Vero Beach 32962 $40 , 682 . 98
Rebecca &
Matt
Purchase + Rehab Tolbert , Alia 2325 12th Ave SW Vero Beach 32962 $22 , 487 . 79
Purchase + Rehab Wall , Martin & 1166 6th Ave Vero Beach 32960 $ 17 , 797 . 47
Crystal
Purchase + Impact Bedolla , Ivan & 10078 Meadow Ct Fellsmere 32948 $ 37 , 693 . 36
Fees Espinoza E
Purchase + Impact Curtis , Hilbert 3990 46th PI HFellsmere32948
67 $ 29 , 309 . 93
Fees & Tina
Purchase + Impact Federico , 10082 Meadow Ct $ 57 , 693 . 36
Fees Patricia
Purchase + Impact Luna , Arturno 10088 Meadow Ct Fellsmere 32948 $27 , 693 . 36
Fees & Maria
Purchase + Impact Magana , 10080 Meadow Ct Fellsmere 32948 $ 379693 . 36
Fees Arturo
Purchase + Impact Moltime , Carlie 1211 12th St SW Vero Beach 32962 $ 39
Fees , 309 . 93
Purchase + Impact Nelson , Hattie 1235 12th Ave SW Vero Beach 32962 $ 39 , 309 . 93
Fees
Purchase + Impact Ramos , 10076 Meadow Ct Fellsmere 32948 $ 37 , 693 . 36
Fees Agustin
Purchase + Impact Rosas , Juan & 10074 Meadow Ct Fellsmere 32948 $ 37 , 693 . 36
Fees guadalupe
Purchase + Impact Simmons , 10092 Meadow Ct Fellsmere 32948 $ 579693 . 36
Fees Jennifer L .
Rehab 10yr Loan Abraham , 5926 57th St Vero Beach 32967 $46 , 642 . 70
to Grant GeraldineEl
Rehab 10yr Loan Ardoin , Helen 2216 19th Ave SW Vero Beach 32968 $ 36 , 265 . 18
to Grant
Rehab 10yr Loan Cheney , 2420 47th Ave Vero Beach 32966 $40 , 392 . 00
to Grant Margaret
Rehab 10yr Loan Colley , Louise 4401 25th Ave Vero Beach 32960 $ 50 , 000 . 00
to Grant
Rehab 10yr Loan Jones , Karen 17th Ave SW Vero Beach 32962 $260458 . 00
to Grant
Page 6
67-37 . 008 (2) 0 , F . A . C .
Form SHIP AR/2009
Rehab 10yr Loan Kaczka , Frank 720 3rd St SW Vero Beach 32962 $44 , 734 . 32 ❑
to Grant
Rehab 10yr Loan Newsome , 4450 34th Ave Vero Beach 32967 $23 , 079 . 66
to Grant Elizabeth & L El
Rehab 10yr Loan Thompson , 703 5th St SW Vero Beach 32962 $219994 . 10
to Grant Daniel & Angel
Rehab 10yr Loan Verna , 330 8th Ct Vero Beach 32962 $4 , 141 . 70
to Grant Jeanette
Rehab 10yr Loan Washington , 8435 63rd Ct Vero Beach 32967 $4 , 535 . 60
to Grant George
Rehab 10yr Loan Wilson , Gloria 4320 35th Ave Vero Beach 32967 $42 , 991 . 50
to Grant Jean
Rehabilitation Loan Hale , Merrilyn 475 14th PI SW Vero Beach 32962 $20 , 690 . 50
Rehabilitation Loan Harvey , 4330 33rd Ave Vero Beach 32967 $ 14 , 816 . 50
Lakisha
Rehabilitation Loan Henry , 4560 36th Ave Vero Beach 32967 $40 , 926 . 55
Gwendolyn L
Rehabilitation Loan Perkins , 360 78th Rd SW Vero Beach 32962 $ 34 , 898 . 68
Martha &
Jonathan
Rehabilitation Loan Tetreault- 261 6th Ave SW Vero Beach 32962 $49 , 170 . 50
Eaton , Sheri
Purchase + Rehab Buckner , 741 24th St SW Vero Beach 32962 $ 35 , 900 . 12 ❑
Sheila
Total : $ 1 , 361 , 404 . 0
9
Indian River County 2007 Interim- 1
Page 7
CERTIFICATION
For Implementation of
Regulatory Reform Activities
Required by S . H . I . P . FY2007 - 08
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 .
OL
3 ) The cumulative cost per newly constructed housing per housing unit, from these
actions for * * FY 07 - 08 is estimated to be $ 0 .
4 ) The cumulative cost per rehabilitated housing per housing unit, from' these actions
for * * FY 07 - 08 is estimated to be 0 .
Date gate 9 / 08 / 09
Witness C ief Elected Official -
Wesley S . Davis , BCC Chairman
Print Name and Title
Dated�, V� r & % Date
Witness Court Administrator
Joseph A . Baird , County Administrator
Print Name and Title
OR
ZzYel.Date 9 -c� L
Attest ( Seal )
terg S
* 162 . 3164 ( 7 ) , Florida Statutes : " Development Order" means any order granting, denying, or granting with
conditions an application for a development permit . 163 . 3164( 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 .
F : ACommunity Development\Users\SHIP\Annual Reports\2009AR\2009 AR cert- FY2007-08 . doc
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 .
Date Date 09 -08_2009_
Witness Chief Elected fficial or Desigrlee . - m
Commissioner Wesley S . Davis ,
Date BCC Chairman Date 09 - 08 - 2009
Witness Name and Title
OR
6 y Date
Attest ( Seal )
for ' . lf . 3 �, 'i 4 �
GENERAL INFORMATION
Name of Person to call regarding the Annual Report Form : Sasan Rohani , AICP
Telephone Number : (772 ) 226 - 1250
' : ACommunity Development\Users\SHIPWnnual Report s\2009AR\2009 AR cert- FY2007-08 , doe