HomeMy WebLinkAbout2011-192 Form SHIP AR/2009
. ( � . 67-37 . 008 (3) ft F .A. C .
Effective Dates 11 /2009
Title : SHIP Annual Report Report Status : Unsubmitted
Indian River County FY 2008/2009 a Q �� " 1 / 0Z.
Form 1
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
1 Purchase Assistance with $ 140 , 276 . 86 6 $ . 00 0 $ . 00 0
Rehab
2 Purchase Assistance for $ 202 , 154 . 97 12 $ . 00 0 $ . 00 0
Rehabed House
2 Purchase Assistance with $ 501 , 275 . 38 16 $ . 00 0 $ . 00 0
Impact Fee Loan
3 Rehabilitation Loan $268 , 589 . 26 13 $ . 00 0 $ . 00 0
3 Rehabilitation 10 Year $ 168 , 438 . 00 9 $ . 00 0 $ . 00 0
Loan
3 Rehabilitation with Impact $ 72 , 691 . 60 2 $ . 00 0 $ . 00 0
Fee 10 Year Loan
8 Impact Fee Loan $ 181619 . 86 2 $ . 00 0 $ . 00 0
Homeownership Totals : $ 1 , 372 , 045 . 93 60 $ . 00 0 $ . 00 0
Rentals
Expended Encumbered Unencumbered
CodeF MINE Strategy Amount Units Amount Units Amount Units
Rental Totals :
Subtotals : $ 1 , 372 , 045 . 93 60 $ . 00 0 $ . 00 0
Additional Use of Funds
Use Expended Encumbered Unencumbered
Administrative $ 137 , 967 . 20 $ . 00 $ . 00
Homeownership Counseling $ . 00 $ . 00 $ . 00
Admin From Program Income $ 6 , 864 . 12 $ . 00 $ . 00
Admin From Disaster Funds $ . 00 $ . 00 $ . 00
Totals : $ 1 , 516 , 877 . 25 60 $ . 00 0 $ . 00 0
Total Revenue ( Actual and /or Anticipated ) for Local SHIP Trust Fund
Source of Funds Amount
State Annual Distribution $ 1 , 379 , 672 . 00
Program Income ( Interest ) $43 , 091 . 64
Program Income ( Payments ) $ 941190 . 83
Page 1
Form SHIP AR/2009
67-37 . 008 (3) (f) , F .A. C .
Effective Date : 11 /2009
Recaptured Funds $ . 00
Disaster Funds
Other Funds
Carryover funds from previous year $ 763 . 39
Total : $ 1 , 517 , 717 . 86
Carry Forward to Next Year : $ 840 . 61
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 Bed 3 Bed 4 Bed
Recap of Funding Sources for Units Produced
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date % of Total Value
SHIP Funds Expended $ 1 , 372 , 045 . 93 40 . 21 %
Public Moneys Expended $ 152 , 300 . 00 4 . 46 %
Private Funds Expended $ 1 , 887 , 910 . 65 55 . 33 %
Owner Contribution $ . 00 . 00 %
Total Value of All Units $ 3 , 412 , 256 . 58 100 . 00 %
SHIP Program Compliance Summary - Home Ownership/ Construction / Rehab
FL Statute
Compliance Category SHIP Funds Trust Funds % of Trust Fund Minimum %
Homeownership $ 1 , 372 , 045 . 93 $ 1 , 379 , 672 . 00 99 . 45 % 65 %
Construction / Rehabilitation $ 1 , 372 , 045 . 93 $ 1 , 379 , 672 . 00 99 . 45 % 75 %
Program Compliance - Income Set -Asides
Income Category SHIP Funds > SHIP Funds SHIP Funds Total of Total
Expended Encumbered Unencumbered SHIP Funds Available
.Funds %
Extremely Low $239 , 990 . 66 $ . 00 $ , 00 $ 239 , 990 . 66 15 , 81 %
Very Low $ 705 , 199 . 32 $ . 00 $ . 00 $ 705 , 199 . 32 46 . 46 %
Low $426 , 855 . 95 $ . 00 $ . 00 $426 , 855 . 95 28 . 12 %
Moderate _ — --$ . 00 $ . 00 $ . 00 $-00 . 00 %0
Totals : $ 1 , 372 , 045 . 93 $ . 00 $ . 00 $ 1 , 372 , 045 . 93 90 . 40 %
Special Target Groups for Funds Expended ( i . e . teachers , nurses , law enforcement ,
fire fighters , etc . ) Set Aside
Page 2
Form SHIP AR/2009
67-37. 008 (3) (0) F .A. C .
Effective Date : 11 /2009
Special Target Total # of
Description Group Expended Funds Expended Units
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages , Total Funds SHIP Total SHIP Total #
Mortgages , Loans & SHIP Grants . Grant Funds Units
Loans & DPL's DPL Unit#s Unit #s Expended
Extremely Low $ 239 , 990 . 66 10 $ . 00 0 $239 , 990 . 66 10
Very Low $ 705 , 199 . 32 24 $ . 00 0 $ 705 , 199 . 32 24
Low $426 , 855 . 95 26 $ . 00 0 $426 , 855 . 95 26
Moderate $ . 00 0 $ . 00 0 $ . 00 0
Totals : $ 1 , 372 , 045 . 93 60 $ . 00 0 $ 1 , 372 , 045 . 93 60
Form 3
Number of Households/ Units Produced
List Unincorporated
and Each
Description Municipality ELI VLI Low Mod Total
Purchase Assistance Indian River County 0 0 3 0 3
with Rehab
Purchase Assistance Sebastian 0 0 2 0 2
with Rehab
Purchase Assistance Vero Beach 0 1 0 0 1
with Rehab
Purchase Assistance Indian River County 1 4 7 0 12
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 0 10 3 0 13
with Impact Fee
Loan
Purchase Assistance Fellsmere 2 1 0 0 3
with Impact Fee
Loan
Rehabilitation Loan Indian River County 2 1 8 0 11
Rehabilitation Loan Sebastian 0 0 2 0 2
Rehabilitation 10 Indian River County 3 4 0 0 7
Year Loan
Rehabilitation 10 Sebastian 0 1 0 0 1
Year Loan
Rehabilitation 10 Vero Beach 0 1 0 0 1
Year Loan
Rehabilitation with Indian River County 0 1 0 0 1
Impact Fee 10 Year
Loan— -- -_ - - -- - -- ---- - -- - --
Rehabilitation with Vero Beach 1 0 0 0 1
Impact Fee 10 Year
Loan
Impact Fee Loan Indian River County 1 0 1 0 2
Totals : 10 24 26 0 60
Page 3
Form SHIP AR/2009
67-37 . 008 (3) ft F .A. C .
Effective Date : 11 /2009
Characteristics/Age ( Head of Household )
List Unincorporated
and Each
Description Municipality 0 - 25 26 - 40 41 61 62 + Total
Purchase Assistance Indian River County 1 2 0 0 3
with Rehab
Purchase Assistance Sebastian 1 1 0 0 2
with Rehab
Purchase Assistance Vero Beach 0 0 1 0 1
with Rehab
Purchase Assistance Indian River County 4 6 2 0 12
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 1 11 0 1 13
with Impact Fee
Loan
Purchase Assistance Fellsmere 1 0 2 0 3
with Impact Fee
Loan
Rehabilitation Loan Indian River County 1 2 7 1 11
Rehabilitation Loan Sebastian 0 1 0 1 2
Rehabilitation 10 Indian River County 0 1 2 4 7
Year Loan
Rehabilitation 10 Sebastian 0 0 1 0 1
Year Loan
Rehabilitation 10 Vero Beach 0 0 1 0 1
Year Loan
Rehabilitation with Indian River County 0 0 0 1 1
Impact Fee 10 Year
Loan
Rehabilitation with Vero Beach 0 0 1 0 1
Impact Fee 10 Year
Loan
Impact Fee Loan Indian River County 1 1 0 0 2
Totals : 10 25 17 8 60
Family Size
List Unincorporated
and Each 1 2 - 4 5 +
Description Municipality- Person People ' People Total
Purchase Assistance Indian River County 1 2 0 3
with Rehab
Purchase Assistance Sebastian 1 1 0 2
with Rehab
--- - - urehase-Assistance- Vero-Beach- - - - 0 1 0 1 -
-- -- -------
with Rehab
Purchase Assistance Indian River County 2 9 1 12
for Rehabed House
( DPCC )
Page 4
Form SHIP AR/2009
67-37 . 008 (3) (f , F .A. C .
Effective Date : 11 /2009
Purchase Assistance Indian River County 0 10 3 13
with Impact Fee
Loan
Purchase Assistance Fellsmere 1 1 1 3
with Impact Fee
Loan
Rehabilitation Loan Indian River County 4 6 1 11
Rehabilitation Loan Sebastian 1 1 0 2
Rehabilitation 10 Indian River County 5 2 0 7
Year Loan
Rehabilitation 10 Sebastian 0 1 0 1
Year Loan
Rehabilitation 10 Vero Beach 0 1 0 1
Year Loan
Rehabilitation with Indian River County 1 0 0 1
Impact Fee 10 Year
Loan
Rehabilitation with Vero Beach 1 0 0 1
Impact Fee 10 Year
Loan
Impact Fee Loan Indian River County 0 2 0 2
Totals : 17 37 6 60
Race ( Head of Household )
List Unincorporated
and Each Hisp- Amer=
Description Municipality White Black anic ' Asian Indian Other Total
Purchase Assistance Indian River County 3 0 0 0 0 0 3
with Rehab
Purchase Assistance Sebastian 2 0 0 0 0 0 2
with Rehab
Purchase Assistance Vero Beach 0 0 1 0 0 0 1
with Rehab
Purchase Assistance Indian River County 0 12 0 0 0 0 12
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 2 10 1 0 0 0 13
with Impact Fee
Loan
Purchase Assistance Fellsmere 1 0 2 0 0 0 3
with Impact Fee
Loan
Rehabilitation Loan Indian River County 6 5 0 0 0 0 11
Rehabilitation Loan Sebastian 1 1 0 0 0 01 2
Rehabilitation 10 Indian River County 2 4 1 0 -----0 - ---- - 0 - -7- - - --- --
- -
Year Loan
Rehabilitation 10 Sebastian 1 0 0 0 0 0 1
Year Loan
Rehabilitation 10 Vero Beach1 0 0 0 0 0 1
Year Loan
Page 5
S ,
Form SHIP AR/2009
67-37 . 008(3) (1] , F .A. C .
Effective Date : 11 /2009
Rehabilitation with Indian River County 0 1 0 0 0 0 1
Impact Fee 10 Year
Loan
Rehabilitation with Vero Beach 1 0 0 0 0 0 1
Impact Fee 10 Year
Loan
Impact Fee Loan Indian River County 0 0 1 0 0 1 2
Totals : 20 33 6 0 0 1 60
Special Needs (Any Member of Household )
List Unincorporated Devel .
and Each Farm bis- Home- Special Special
Description Municipality Worker abled less Elderly Needs Needs Total
Purchase Assistance Indian River County 0 0 0 0 0 0 0
with Rehab
Purchase Assistance Sebastian 0 0 0 0 0 0 0
with Rehab
Purchase Assistance Vero Beach 0 0 0 0 2 0 2
with Rehab
Purchase Assistance Indian River County 0 6 0 0 1 0 7
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 1 0 0 0 0 0 1
with Impact Fee
Loan
Purchase Assistance Fellsmere 1 1 0 0 0 0 2
with Impact Fee
Loan
Rehabilitation Loan Indian River County 0 2 0 1 1 0 4
Rehabilitation Loan Sebastian 0 0 0 1 0 0 1
Rehabilitation 10 Indian River County 0 0 0 5 2 0 7
Year Loan
Rehabilitation 10 Sebastian 0 0 0 0 2 0 2
Year Loan
Rehabilitation 10 Vero Beach 0 0 0 0 0 0 0
Year Loan
Rehabilitation with Indian River County 0 0 0 1 0 0 1
Impact Fee 10 Year
Loan
Rehabilitation with Vero Beach 0 0 0 0 0 0 0
Impact Fee 10 Year
Loan
Impact Fee Loan Indian River County 0 0 0 0 0 0 0
Totals : 2 9 0 8 8 0 27
Form 4-
Status of Incentive Strategies
Incentive Strategy :
Page 6
Form SHIP AR/2009
67-37 . 008 (3) (I) , F .A. C .
Effective Date : 11 /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 A 0 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 . 51 4 . 41 4 . 6 , 4 . 7 , 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 7
Form SHIP AR/2009
67-37 . 008 (3) (1) , F .A. C .
Effective Date : 11 /2009
The county , in conjunction with financial institutions , conducts a homebuyers ' educational workshop program for
all applicants who request downpayment/closing cost assistance .
- Consumer Credit Counseling Services 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 , 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 2011 , the Indian River County LHAProgram had approved 60 loans with FY 08 -09 funding .
In administering the program , LHAProgram staff held several public meetings , and placed newspaper
advertisements . 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 .
Availability for Public Inspection and Comments
The annual report is provided to the public through Affordable Housing Advisory Committee , Affordable Housing
Partnership Group , county planning division , municipalities within the county , and the county website . Availability
of the reports is 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 : 2
C . Moderate households in foreclosure : 0
Mortgage Defaults
A . Very low income households in default : 1
B . Low income households in default : 2
C . Moderate households in default : 1
Welfare to Work Programs
All applications are reviewed based on first application submitted , first application reviewed .
All applications are approved based on first application completed , first application approved .
Themunty_gives priority to those who are in a welfare to work program . -
Strategies and Production Costs
Strategy Average Cost
Purchase Assistance with Rehab $23 , 379 . 00
Page 8
Form SHIP AR/2009
67-37 . 008 (3) (Ot F .A. C .
Effective Date : 11 /2009
Purchase Assistance for Rehabed House $ 16 , 846 . 00
Purchase Assistance with Impact Fee Loan $ 31 , 329 . 00
Rehabilitation Loan $ 20 , 661 . 00
Rehabilitation 10 Year Loan $ 18 , 715 . 00
Rehabilitation with Impact Fee 10 Year Loan $ 36 , 345 . 00
Impact Fee Loan $ 9 , 310 . 00
Expended Funds
Total Unit Count : 60 Total Expended Amount : $ 1 , 372 , 046 . 00
Strategy Full Name Address City Zip Expended Unit
Code Funds Counted
Purchase Brannon , 1345 20th Ct SW Vero Beach 32962 $ 15 , 000 . 00
Assistance for Diane
Rehabed House
Purchase Brown , 2434 2nd PI SW Vero Beach 32962 $ 121154 . 97
Assistance for Stephanie
Rehabed House
Purchase Marshall , 1645 18th Ave SW Vero Beach 32962 $ 20 , 000 . 00
Assistance for Jeanetta
Rehabed House
Purchase I McLean , Silvia 1275 15th Ave SW Vero Beach 32962 $ 20 , 000 . 00
Assistance for El
Rehabed House
Purchase Moore , 1220 12th Ave SW Vero Beach 32962 $ 20 , 000 . 00
Assistance for Carmeleta
Rehabed House
Purchase O ' Neal , 1285 15th Ave Vero Beach 32962 $ 15 , 000 . 00
Assistance for Kimberly
Rehabed House
Purchase Peoples , 117615th Ave SW Vero Beach 32962 $ 157000 . 00
Assistance for Tamika
Rehabed House
Purchase Pierre , Avila 1496 24th Ave SW Vero Beach 32962 $ 20 , 000 . 00
Assistance for
Rehabed House
Purchase Ulysse , Nellie 975 10th Ct SW Vero Beach 32962 $ 20 , 000 . 00
Assistance for
Rehabed House
Purchase Wadley , 2304 3rd St SW Vero Beach 32962 $ 10 , 000 . 00
Assistance for Yolanda
Rehabed House
Purchase Washington , 1230 12th Ave SW Vero Beach 32962 $ 157000 . 00
Assistance for Sonytalia
Rehabed House
Purchase Williams , 1156 13th Ave SW Vero Beach 32962 $ 20 , 000 . 00
Assistance for Shavadne
Rehabed House
Purchase Dawson , 1290 12th Ave SW Vero Beach 32962 $22 , 646 . 27
Assistance with Melody
Rehab
Page 9
Form SHIP AR/2009
67-37 . 008 (3) (f , F .A. C .
Effective Date : 11 /2009
Purchase Harrigan , 323 13th St SW Vero Beach 32962 $ 20 , 075 . 59
Assistance with Patricia
Rehab
Purchase Haysmer , Kyle 581 Michael St Sebastian 32958 $ 24 , 320 . 55
Assistance with & Doriene
Rehab
Purchase Placanica , 2146 5th Ave Vero Beach 32960 $ 29 , 490 . 92
Assistance with Tom & Cheryl
Rehab
Purchase Roidl , April 8186 E 98th Ave Vero Beach 32967 $ 22 , 516 . 58
Assistance with
Rehab
Purchase Skeen , Lacey 741 Smith St Sebastian 32958 $ 21 , 226 . 95
Assistance with
Rehab
Purchase Anderson , 925 10th Ct SW Vero Beach 32962 $ 29 , 309 . 93
Assistance with Shirley
Impact Fee Loan
Purchase Antoine , 4055 42nd Sq Vero Beach 32967 $ 60 , 000 . 00
Assistance with Michel &
Impact Fee Loan Seramise
Purchase Barron , 1270 10th Ave SW Vero Beach 32962 $ 29 , 309 . 93
Assistance with Jameelah
Impact Fee Loan
Purchase Bermudez , 4035 41st Sq Vero Beach 32967 $ 27 , 489 . 00
Assistance with Amanda &
Impact Fee Loan Ruben
Purchase Bradley , Tonya 4037 41 st Sq Vero Beach 32967 $ 24 , 309 . 93
Assistance with
Impact Fee Loan
Purchase Davis , Natasha 1165 9th Ct SW Vero Beach 32962 $ 26 , 309 . 93
Assistance with
Impact Fee Loan
Purchase Gutierrez , 10091 Meadows Fellsmere 32948 $ 37 , 693 . 36
Assistance with Jorge & Court
Impact Fee Loan Angelica
Purchase Isaguirre , 1125 10th Ct SW Vero Beach 32962 $ 29 , 309 . 93
Assistance with Maritza
Impact Fee Loan
Purchase Knight , 1230 10th Crt SW Vero Beach 32962 $ 29 , 309 . 93
Assistance with Stephanie
Impact Fee Loan
Purchase Moss , 1260 10th Ave Vero Beach 32962 $ 16 , 309 . 93
Assistance with Stephanie
Impact Fee Loan
Purchase Nathan , June 10094 Meadows Fellsmere 32948 $ 27 , 693 . 36
Assistance with Court
Impact Fee Loan
Purchase Shelly , 4230 39th Dr Vero Beach 32967 $ 63 , 607 . 00
Assistance with Sherman El
Impact Fee Loan
Purchase Victor, Shelly 955 10th Ct SW Vero Beach 32962 $ 29 , 309 . 93
Assistance with
Impact Fee Loan
Page 10
Form SHIP AR/2009
67-37. 008 (3) (f2 F .A. C .
Effective Date : 11 /2009
Purchase Williams , 1155 9th Ct SW Vero Beach 32962 $ 29 , 309 . 93
Assistance with Sabrina
Impact Fee Loan
Purchase Williams , 1180 11th Ave SW Vero Beach 32962 $ 24 , 309 . 93
Assistance with Taiskeas
Impact Fee Loan
Purchase Zamarripa , 10093 Meadows Ct Fellsmere 32948 $ 17 , 693 . 36
Assistance with Yesseni A
Impact Fee Loan
Rehabilitation Loan Baker , Sevon 416 16th St SW Vero Beach 32962 $ 150207 . 25
Rehabilitation Loan Barnett , Annie 775 4th PI Vero Beach 32962 $44 , 466 . 01
Rehabilitation Loan Cole , James & 116 16th Ave Vero Beach 32962 $ 3 , 030 . 85
Rachel
Rehabilitation Loan Helton , 4505 13th St Vero Beach 32966 $ 167896 . 00
Heather
Rehabilitation Loan Hubbard , 4775 28th Ct Vero Beach 32967 $43 , 892 . 00
Joyce
Rehabilitation Loan Jackson , 4536 34th Ave Vero Beach 32967 $ 26 , 823 . 05
Artatius
Rehabilitation Loan Miller , Maya 291 Englar Dr Sebastian 32958 $ 9 , 320 . 90
Rehabilitation Loan Montanaro , 2705 49th Ave Vero Beach 32966 $ 14 , 050 . 85
Sheree
Rehabilitation Loan Pickhardt , 1550 Haverford Ln Sebastian 32958 $ 2 , 916 . 50
Diane
Rehabilitation Loan Pozos , Chris & 121 11th Ct Vero Beach 32962 $ 30 , 486 . 00
Ruth
Rehabilitation Loan Simmons , Julia 1036 23rd PI SW Vero Beach 32962 $43 , 735 . 00
Rehabilitation Loan Smith- Lawes , 2333 1st PI Sw Vero Beach 32962 $ 10 , 720 . 00
Ida Michelle
Rehabilitation Loan Tackett , 5726 38th St Vero Beach 32966 $ 7 , 044 . 85
Teresa C
Rehabilitation 10 Bell , Audrey 4540 43rd Ct Vero Beach 32967 $ 20 , 250 . 55
Year Loan
Rehabilitation 10 George , Mary 1126 28th St Vero Beach 32960 $49 , 125 . 00
Year Loan K
Rehabilitation 10 Herrick , Debra 912 S Louisiana St Sebastian 32958 $ 2 , 972 . 50
Year Loan
Rehabilitation 10 Hills , Alvoid & 3871 46th St Vero Beach 32967 $ 39 , 738 . 70
Year Loan Ella Mae
Rehabilitation 10 Johnson , Mary 4855 32nd Ave Vero Beach 32967 $ 1 , 935 . 00
Year Loan A
Rehabilitation 10 Sanchez , 815 19th St SW Vero Beach 32962 $ 15 , 193 . 00
Year Loan Kathy Jeanne
Rehabilitation 10 Stephens , 390 7th Rd SW Vero Beach 32962 $ 3 , 414 . 75
Year Loan Fernanda
Rehabilitation 10 Tellis , Katie 5765 85th PI Sebastian 32958 $ 32 , 887 . 50
Year Loan
Rehabilitation 10 Weaver, Cody 195 46th Ave Vero Beach 32968 $ 2 , 921 . 00
Year Loan
Page 11
Form SHIP AR/2009
67-37. 008 (3) (01 F .A. C .
Effective Date : 11 /2009
Rehabilitation with Bryant , Annie 5795 59th Ct Vero Beach T32960
$ 33 , 499 . 10
Impact Fee 10 Pearl
Year Loan
Rehabilitation with Ross , 1589 27th Ave Vero Beach $ 390192 . 50
Impact Fee 10 Candace
Year Loan
Impact Fee Loan Jackson , 1290 11th Ter SW Vero Beach 32962 $ 9 , 309 . 93
Trynice
Impact Fee Loan Valencia , 1115 10th Ct , SW Vero Beach 32962 f$ 913:09:. 913
Maria
Administrative Expenditures
$ 144 , 831 . 32 Administrative expenses for Indian River County
Sub Recipients and Consultants
Name Business Type Strategy Covered Responsibility
Program Income
Program Income Funds
Loan Repayment : $ 69 , 823 . 58
Refinance : $ . 00
Foreclosure : $ . 00
Sale of Property : $ . 00
Interest Earned : $43 , 091 . 64
Other O : $ 247367 . 25
Total : $ 137 , 282 . 47
Explanation of Recaptured funds
Description Amount
Total : $ . 00
Indian River County 2008 Closeout
Page 12
Ott Ptl
CERTIFICATION a
On behalf of Indian River County, ti
I hereby certify that the info ° ' bio nted.*he>?ein is true
and accurate as of the date of submission . ° • •
�cOUNTV, v®
y/J btltltlWtltlp ®Vp
f Date •rw������V
q CO i2wAmmot. Date '' / d
itness Chief Elected Official or Designee
Commissioner Bob Solari
lf • /
1 BCC Chairman Date �� . ' f
� <�t z :, / 1 ! ) :�� Date tf
Witness Name and Title
OR Igo
fr
Date �.._ 14
GENERAL INFORMATION
Name of Person to call regarding the Annual Report Form : _ Sasan Rohani , AICP
Telephone Number : ( 772 ) 226 - 1250
FAConununity Developmen6SHQ'\Annual Reports\201 IAR\AR cert- FY2008 -09 closeout . doc
CERTIFICATION
For Implementation of
Regulatory Reform Activities
Required by S . H . I . P . FY2008 - 09 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 08 - 09 is estimated to be $ 0 .
4 ) The cumulative cost per rehabilitated housing per housing unit , from these actions
for FY 08 - 09 is estimated to be $ 0 ,
r Ca .
Date
Witness ,.
Chief Elected Official
9
9
' Bob Solari , BCC Chairman
Print Name and Title
�J
J
'�hitlp7P4�tl� /`
i
, Date- . Date
Witness ounty�Administrator
Joseph A . Baird , County Administrator
Print Name and Title
OR
� 143 a I / �lLkIr
t e
j / 42r, . . 5
' E
Date 8 �I 1 -
/ nI � J;
Attes � , CIR�Uf7 COURT %� / !�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 .
FACommunity Developmen6SH1PAnnual Reports\201 I AR\AR cert- FY2008 -09 closeout . doc
Form SHIP AR/2009
67-37 . 008(3) (f , F .A. C .
Effective Date : 11 /2009
Title : SHIP Annual Report Report Status : Unsubmitted
Indian River County FY 2009/2010
Form 1
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
1 Purchase Assistance with $33 , 384 . 72 1 $50 , 700 . 00 2 $ . 00 0
Rehab
2 Purchase Assistance for $72 , 000 . 00 5 $ . 00 0 $ . 00 0
Rehabed House
2 Purchase Assistance with $ 143 , 316 . 51 5 $ . 00 0 $ . 00 0
Impact Fee Loan
3 Rehabilitation Loan $44 , 257 . 15 2 $244!$ .F
$ . 00 0
3 Rehabilitation 10 Year $ 38 , 144 . 50 2 $ 59 $ . 00 0
Loan
24 Florida Homebuyer $ 92 , 222 . 47 16 $ . 00 0
Opportunity Program
Homeownership Totals : $423 , 325 . 35 31 $ 354 , 024 . 37 11 $ . 00 0
Rentals
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
Rental Totals :
Subtotals : $423 , 325 . 35 31 $ 3549024 . 37 11 $ . 00 0
Additional Use of Funds
Use Expended Encumbered Unencumbered
Administrative $23 , 333 . 33 $ 11 , 666 . 67 $ . 00
Homeownership Counseling $ . 00 $ . 00 $ . 00
Admin From Program Income $34 , 185 . 85 $ 17 , 092 . 93 $ . 00
Admin From Disaster Funds $ . 00 $ . 00 $ . 00
Totals : $480 , 844. 53 31 $382 , 783 . 97 11 $ . 00 0
Total Revenue ( Actual and/or Anticipated ) for Local SHIP Trust Fund
Source of Funds Amount
State Annual Distribution $257 , 777 . 53
Program Income ( Interest ) $ 16 , 547 . 94
Program Income ( Payments ) $496 , 239 . 95
Recaptured Funds $ . 00
Disaster Funds $ . 00
Page 1
Form SHIP AR/2009
VmV , 008(3) (f , F .A. C .
Effective Date : 11 /2009
FLHOP Disbursement $ 92 , 222 . 47
Other Funds
Carryover funds from previous year $ 840 . 61
Total : $863 , 628 . 50 * 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 t
Form 2
Rental Unit Information
Description Eff. 1 Bed 2 Bed 3 Bed 4Bed
Recap of Funding Sources for Units Produced
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date % of Total Value
SHIP Funds Expended $4231325 . 35 16 . 24 %
Public Moneys Expended $ 34 , 500 . 00 1 . 32 %
Private Funds Expended $2 , 149 , 029 . 49 82 . 44 %
Owner Contribution $ . 00 . 00 %
Total Value of All Units $2 , 606 , 854 . 84 100 . 00 %
SHIP Program Compliance Summary - Home Ownership/ Construction/ Rehab
FL Statute
Compliance Category SHIP Funds Trust Funds % of Trust Fund Minimum %
Homeownership $ 773 , 291 . 03 $257 , 777 . 53 299 . 98 % 65 %
Construction / Rehabilitation $693 , 127 . 25 $257 , 777 . 53 268 . 89 % 75 %
Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total
Expended Encumbered Unencumbered SHIP Funds Available
Funds % "
Extremely Low $ 5 , 050 . 00 $ 119 , 300 . 00 $ . 00 $ 124 , 350 . 00 16 . 12 %
Very Low $212 , 570 . 91 $ 112 , 324 . 37 $ . 00 $ 324 , 895 . 28 42 . 12 %
Low $ 130 , 406 . 90 $ 122 , 400 . 00 $ . 00 $252 , 806 . 90 32 . 77 %
Moderate $61 , 580 . 74 $ . 00 $ . 00 $61 , 580 . 74 7 . 98 %
Over 120 %- 140 % $ . 00 $ . 00 $ . 00 $ . 00 . 00 %
Over 140 % $ 13 , 716 . 80 $ . 00 $ . 00 $ 13 , 716 . 80 1 . 78 %
Totals : $423 , 325 . 35 $354 , 024 . 37 $ . 00 $ 777 , 349 . 72 100 . 77 %
Special Target Groups for Funds Expended ( i . e . teachers , nurses , law enforcement ,
fire fighters , etc . ) Set Aside
Page 2
Form SHIP AR/2009
67-37 . 008 (3) ft F .A. C .
Effective Date : 11 /2009
Special Target Total # of
Description GrouFp Expended Funds Expended Units
Project Funding for Expended Funds Only
Income Category Total Funds Mortgages, Total Funds SHIP Total SHIP Total #
Mortgages, Loans & SHIP Grants Grant Funds Units
Loans & DPL's DPL Unit #s Unit #s Expended
Extremely Low $5 , 050 . 00 1 $ . 00 0 $ 5 , 050 . 00 1
Very Low $ 212 , 570 . 91 9 $ . 00 0 $ 212 , 570 . 91 9
Low $ 130 , 406 . 90 8 $ . 00 0 $ 130 , 406 . 90 8
Moderate $61 , 580 . 74 11 $ . 00 0 $61 , 580 . 74 11
Over 120 % - 140 % $ . 00 10 $ . 00 0 $ . 00 0
Over 140 % 1 $ 13 , 716 . 80 2 $ . 00 0 $ 13 , 716 . 80 2
Totals : $423 , 325 . 35 31 $ . 00 0 $423 $ 25 . 35 31
Form 3
Number of Households/ Units Produced
List Unincorporated Over
and Each 120 % = Over
Description Municipality ELI VLI Low Mod 140 % 140% Total
Purchase Assistance Sebastian 0 1 0 0 0 0 1
with Rehab
Purchase Assistance Indian River County 0 2 3 0 0 0 5
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 0 2 1 0 0 0 3
with Impact Fee
Loan
Purchase Assistance Fellsmere 0 2 0 0 0 0 2
with Impact Fee
Loan
Rehabilitation Loan Indian River County 0 0 1 0 0 0 1
Rehabilitation Loan Sebastian 0 0 1 0 0 01 1
Rehabilitation 10 Indian River County 0 1 0 0 0 0 1
Year Loan
Rehabilitation 10 Vero Beach 1 0 0 0 0 0 1
Year Loan
Florida Homebuyer Indian River County 0 1 2 7 0 2 12
Opportunity Program
( FHOP )
Florida Homebuyer Sebastian 0 0 0 2 0 0 2
Opportunity Program
( FHOP )
Florida Homebuyer Vero Beach 0 0 0 2 0 0 2
Opportunity Program
( FHOP )
Totals : 1 9 8 11 0 2 31
Page 3
Form SHIP AR/2009
67-37 . 008 (3) ft F .A. C .
Effective Date : 11 /2009
Characteristics/Age ( Head of Household )
List Unincorporated
and Each
Description Municipality 0 - 25 26 - 40 41 - 61 62+ Total
Purchase Assistance Sebastian 0 0 0 1 1
with Rehab
Purchase Assistance Indian River County 3 2 0 5
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 0 2 0 1 3
with Impact Fee
Loan
Purchase Assistance Fellsmere 1 1 00 2
with Impact Fee
Loan
Rehabilitation Loan Indian River County 0 0 1 0 1
Rehabilitation Loan Sebastian 0 0 1 0 1
Rehabilitation 10 Indian River County 0 0 1 0 1
Year Loan
Rehabilitation 10 Vero Beach 0 0 10 1
Year Loan
Florida Homebuyer Indian River County 2 6 3 1 12
Opportunity Program
( FHOP )
Florida Homebuyer Sebastian 0 1 1 0 2
Opportunity Program
( FHOP )
Florida Homebuyer Vero Beach 0 2 0 0 2
Opportunity Program
( FHOP )
Totals : 3 15 10 3 31
Family Size
List Unincorporated
and Each 1 2- 4 5 +
Description Municipality Person People People Total
Purchase Assistance Sebastian 1 0 0 1
with Rehab
Purchase Assistance Indian River County 2 2 1 5
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 0 3 0 3
with Impact Fee
Loan
Purchase Assistance Fellsmere 0 1 1 2
with Impact Fee
Loan
Rehabilitation Loan Indian River County 0 1 0 1
Rehabilitation Loan Sebastian 0 1 0 1
Rehabilitation 10 Indian River County 10 0 1
Year Loan
Page 4
Form SHIP AR/2009
67-37 ,008(3) ft F .A. C .
Effective Date : 11 /2009
Rehabilitation 10 Vero Beach 1 0 0 1
Year Loan
Florida Homebuyer Indian River County 5 7 0 12
Opportunity Program
( FHOP )
Florida Homebuyer Sebastian 0 1 1 2
Opportunity Program
( FHOP )
Florida Homebuyer Vero Beach 0 2 0 2
Opportunity Program
( FHOP )
Totals : 10 18 3 31
Race ( Head of Household )
List Unincorporated
and Each Hisp- Amer
Description Municipality White Black anic Asian Indian Other Total
Purchase Assistance Sebastian 0 1 0 0 0 0 1
with Rehab
Purchase Assistance Indian River County 0 5 0 0 0 0 5
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 1 2 0 0 0 0 3
with Impact Fee
Loan
Purchase Assistance Fellsmere 0 0 2 0 0 0 2
with Impact Fee
Loan
Rehabilitation Loan Indian River County 0 1 0 0 0 0 1
Rehabilitation Loan Sebastian 1 0 0 01 0 01 1
Rehabilitation 10 Indian River County0 1 0 0 0 0 1
Year Loan
Rehabilitation 10 Vero Beach 1 0 0 0 0 0 1
Year Loan
Florida Homebuyer Indian River County 8 2 2 0 0 0 12
Opportunity Program
( FHOP )
Florida Homebuyer Sebastian 2 0 0 00 0 2
Opportunity Program
( FHOP )
Florida Homebuyer Vero Beach 2 0 0 0 0 0 2
Opportunity Program
( FHOP )
Totals : 15 12 4 0 0 0 31
Special Needs (Any Member of Household )
List Unincorporated Devel .
and Each Farm Dis- Home- Special Special
Description Municipality Worker abled less . Elderly Needs Needs Total
Purchase Assistance Sebastian 0 0 1 1 0 0 2
with Rehab
Page 5
Form SHIP AR/2009
67-37 . 008 (3) (f , F .A. C .
Effective Date : 11 /2009
Purchase Assistance Indian River County 0 0 0 0 0 0 0
for Rehabed House
( DPCC )
Purchase Assistance Indian River County 0 1 0 0 0 0 1
with Impact Fee
Loan
Purchase Assistance Fellsmere 0 0 0 0L:- 0 0
with Impact Fee
Loan
Rehabilitation Loan Indian River County 0 0 0 0 0 2
Rehabilitation Loan Sebastian 0 0 0 0 1 01 1
Rehabilitation 10 Indian River County 0 0 0 0 0 0 0
Year Loan
Rehabilitation 10 Vero Beach 0 0 0 0 0 0 0
Year Loan
Florida Homebuyer Indian River County 0 0 0 2 0 0 2
Opportunity Program
( FHOP )
Florida Homebuyer Sebastian 0 0 0 0 0 0 0
Opportunity Program
( FHOP )
Florida Homebuyer Vero Beach 0 0 0 0 0 0 0
Opportunity Program
( FHOP )
Totals : 0 1 1 3 3 0 8
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
$4239325 . 00
Strategy Full Name Address City Zip Expended Unit
Code Funds Counted
Purchase Robinson , 1280 10th Ave Sw Vero Beach 32962 $ 15 , 000 . 00
Assistance for Latoya
Rehabed House
Page 6
Form SHIP AR/2009
67-37 . 008(3) (f) 2 F .A. C .
Effective Date : 11 /2009
Purchase Carson , April 4230 39th Drive Vero Beach 32967 $20 , 000 . 00
Assistance for
Rehabed House
Purchase Olmeda-Jones , 1220 11th Ave . Vero Beach 32962 $ 15 , 000 . 00
Assistance for Patrice
Rehabed House
Purchase Thornton , 4027 41 st Square Vero Beach 32967 $ 7 , 000 . 00
Assistance for Melitta
Rehabed House
Purchase Williams , 1120 11th Ave . SW Vero Beach 32962 $ 15 , 000 . 00
Assistance for Barbara
Rehabed House
Purchase Crowder , Olga 775 Bayfront Terrace Sebastian 32958 $33 , 384 . 72
Assistance with
Rehab
Florida Homebuyer Wicks , Bruce & 112 Port Royal Ct Sebastian 32958 $ 8 , 000 . 00
Opportunity Josephine
Program
Florida Homebuyer Pappadouplos , 7775 98th Ct Vero Beach 32967 $4 , 359 . 98
Opportunity Michael &
Program Chana
Florida Homebuyer Foster, 224 16th PI SW Vero Beach 32962 $6 , 950 . 01
Opportunity Keondra
Program
Florida Homebuyer Jarrett , Rita 355 13th Ave Vero Beach 32962 $ 82000 . 00
Opportunity
Program
Florida Homebuyer Plum , Barbara 10 48th Ave Vero Beach 32968 $ 5 , 900 . 00
Opportunity
Program
Florida Homebuyer Calle , Josefina 1680 20th Ave SW Vero Beach 32962 $4 , 760 . 00
Opportunity
Program
Florida Homebuyer Woodward , 2136 19th Ave SW Vero Beach 32962 $ 5 , 085 . 11
Opportunity Toleitha
Program
Florida Homebuyer Rains , Nick & 2908 18th St Vero Beach 32960 $ 5 , 819 . 41
Opportunity Erin
Program
Florida Homebuyer Abrue , 2405 27th Ave SW Vero Beach 32968 $ 8 , 000 . 00
Opportunity Alexandre &
Program Francheska
Florida Homebuyer Dixon , Robert 109 High Ct Sebastian 32958 $ 7 , 500 . 00
Opportunity & Deni
Program
Florida Homebuyer Deblieck , 1055 34th Ave SW Vero Beach 32968 $ 2 , 406 . 69
Opportunity Benjamin
Program
Florida Homebuyer Jarrett , Emily 2035 18th St Vero Beach 32960 $ 5 , 561 . 00
Opportunity
Program
Florida Homebuyer Espinoza , 8365 104th Ct Vero Beach 32967 $ 5 , 939 . 82 El
Opportunity Susana
Program
Page 7
Form SHIP AR/2009
67-37 . 008 (3) (f) F .A. C .
Effective Date : 11 /2009
Florida Homebuyer Wright , Lou 670 24th PL SW Vero Beach 32962 $ 5 , 716 . 80
Opportunity Anne & Margie
Program Kemp
Florida Homebuyer Osteen , James 1945 24th PI SW Vero Beach 32962 $ 3 , 378 . 17
Opportunity & O ' Sullivan ,
Program Sara
Florida Homebuyer Gifford , Linda - 1340 19th Ave Vero Beach 32960 $4 , 845 . 48
Opportunity Rae
Program
Purchase Housing , Erica 965 10th Ct SW Vero Beach 32962 $ 29 , 309 . 93
Assistance with
Impact Fee Loan
Purchase Charles , Wilna 6575 5th St Vero Beach 32968 $29 , 309 . 93
Assistance with
Impact Fee Loan
Purchase Contreras , 10085 Grace Ave Fellmsere 32948 $27 , 693 . 36
Assistance with Dulce
Impact Fee Loan
Purchase Rodgers , 6565 5th St Vero Beach 32968 $29 , 309 . 93
Assistance with Arthur Twain
Impact Fee Loan
Purchase Cortes , Marta 10079 Grace Ave . Fellmsere 32948 $27 , 693 . 36
Assistance with
Impact Fee Loan
Rehabilitation Loan Lavender, 943 Starflower Ave Sebastian 32958 $ 37824 . 15
Robert & Kim
Rehabilitation Loan Woodard , 379 8th Ave SW Vero Beach 32962 $40 , 433 . 00
Columbus &
Blonzene
Rehabilitation 10 Ross , 1589 27th Ave . Vero Beach 32960 $ 57050 . 00
Year Loan Candace
Rehabilitation 10 Stephens , 390 7th Road SW Vero Beach 32962 $ 33 , 094 . 50
Year Loan Fernanda
Indian River County 2009 Interim- 1
Page 8
bo
CERTIFICATION f �,
On behalf of Indian River County, I hereby certify that the info is " en t� rein is true
C.
and accurate as of the date of submission . 116
o-40 cou1V19 ° „ F
n44®®btl tltl Eltl tltla���
Date ��� -�� Date ' � �f
Witness Chief Elected Official or Designee
Commissioner Bob Solari ,
Date (h I BCC Chairman Date
Witness Name and Title
OR
d JJ'
Cate ` 1 J �� ► �1 ;:�i' �% � `^ `L
Attest ( SearK , BATON 1 JA
CLERK CIRCUIT COURT AVV Al ;w , as `� � .
-- -- — ------------------
GENERAL INFORMATION
Name of Person to call regarding the Annual Report Form : Sasan Rohani , AICP
Telephone Number : ( 772 ) 226 - 1250
FACommunity Developmen6SHIP\Annual Reports\201 IAR\AR cert- FY2009- 10 interindoc
CERTIFICATION
For Implementation of
Regulatory Reform Activities
Required by S . H . I . P . FY2009 - 10 Interim
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 09 . 10 is estimated to be $ 0 .
4 ) The cumulative cost per rehabilitated housing per housing unit , from these actions
for FY 09 - 10 is estimated to be $ 0 .
a> ��o V ¢�..�.�. Date
Witnes o` `�r :`� ief Elected Official
. �
0
13A Solari , BCC Chairman
1' nt Name and Title
hro"� �e8yV V 1]\ 7 p�®
u I J (� f% Date 1 �� r 1 f �� t Date I
Witness ount Administrator
Joseph A . Baird , County Administrator
Print Name and Title
OR J
FU
Date
Attest ( Seal )
'.r
,) t_35 i
* 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 \Cotinnunity Development\SHVAnnual Reports\201 IARWR cert- FY2009- 10 interim . doc
Form SHIP AR/2009
67-37 . 008(3) (1] , F .A. C .
Effective Date : 11 /2009
Title : SHIP Annual Report Report Status : Unsubmitted
Indian River County FY 2010/2011
Form 1
SHIP Distribution Summary
Homeownership
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
1 Purchase Assistance with $ . 00 0 $ . 00 0 $ 120 , 000 . 00 0
Rehab
2 Purchase Assistance $ . 00 0 $ . 00 0 $ 100 , 000 . 00 0
3 Purchase Assistance with $ . 00 0 $ . 00 0 $ 300 , 000 . 00 0
Impact Fee Loan
3 Rehabilitation Loan $ . 00 0 $ . 00 0 $ 100 , 000 . 00 0
3 Rehabiltitation 10 Year $ . 00 0 $ . 00 0 $ 156 , 864 . 81 0
Loan
3 Rehab with Impact Fee 10 $ . 00 0 $ . 00 0 $250 , 000 . 00 I
Year Loan
Homeownership Totals : $ . 00 0 $ . 00 0 $ 1 , 026 , 864 . 81 0
Rentals
Expended Encumbered Unencumbered
Code Strategy Amount Units Amount Units Amount Units
Rental Totals :
Subtotals : $ . 00 0 $ . 00 0 $ 1 , 026 , 864 . 81 0
Additional Use of Funds
Use Expended Encumbered Unencumbered
Administrative $ . 00 $ . 00 $ . 00
Homeownership Counseling $ . 00 $ . 00 $ . 00
Admin From Program Income $ . 00 $ . 00 $ 114 , 096 . 09
Admin From Disaster Funds $ . 00 $ . 00 $ . 00
Totals : $ . 00 0 $ . 00 0 $ 1 , 140 , 960 . 90 0
Total Revenue ( Actual and/or Anticipated ) for Local SHIP Trust Fund
Source of Funds Amount
State Annual Distribution
Program Income ( Interest ) $ 15 , 074 . 70
Program Income ( Payments ) $ 1 , 125 , 886 . 20
Recaptured Funds $ . 00
Disaster Funds
Page 1
Form SHIP AR/2009
67-37 . 008 (3) (f) , F .A. C .
Effective Date : 11 /2009
Other Funds
Carryover funds from previous year $ . 00
Total : $ 1 , 140 , 960 . 90 ' 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
Form 2
Rental Unit Information
` Description Eff. 1 Bed 2 Bed 3 Bed 4 Bed
Recap of Funding Sources for Units Produced
Source of Funds Produced Amount of Funds Expended to
through June 30th for Units Date % of Total Value.
SHIP Funds Expended $ . 00
Public Moneys Expended $ . 00
Private Funds Expended $ . 00
Owner Contribution $ . 00
Total Value of All Units $ . 00
SHIP Program Compliance Summary - Home Ownership/Construction / Rehab
FL Statute
Compliance Category SHIP Funds Trust Funds %o of Trust Fund Minimum %
Homeownership $ . 00 $ . 00 65 %
Construction / Rehabilitation $ . 00 $ . 00 ' 75 %
Program Compliance - Income Set-Asides
Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total
Expended Encumbered Unencumbered SHIP Funds Available
Funds ' %o
Extremely Low $ . 00 $ . 00 $ 126 , 864 . 81 $ 126 , 864 . 81 11 . 12 %
Very Low $ . 00 $ . 00 $4502000 . 00 $450 , 000 . 00 39 . 44 %
Low $ . 00 $ . 00 $ 3501000 . 00 $ 350 , 000 . 00 30 . 68 %
Moderate $ . 00 $ . 00 $ 100 , 000 . 00 $ 100 , 000 . 00 8 . 76 %
Totals : $ . 00 $ . 00 $ 1 , 026 , 864 . 81 $ 1 , 026 , 864 . 81 90 . 00 %
Special Target Groups for Funds Expended ( i . e . teachers , nurses , law enforcement ,
fire fighters , etc . ) Set Aside
Special Target Total # of
Description Group Expended Funds Expended Units
Project Funding for Expended Funds Only
Page 2
rk Form SHIP AR/2009
67-37 . 008(3) (01 F .A. C .
Effective Date : 11 /2009
Income Category Total Funds Mortgages , Total Funds, SHIP Total SHIP Total #
Mortgages , ' Loans & SHIP Grants . ' Grant Funds Units
Loans & DPL's DPL Unit #s Unit #s Expended
Extremely Low $ . 00 0
Very Low $ . 00 0
Low $ . 00 0
Moderate $ . 00 0
Totals : $ . 00 0 $ . 00 0 $ . 00 0
Form 3
Number of Households/ Units Produced
List Unincorporated
and Each
Description Municipality ELI VLI Low Mod Total
Totals : 0
Characteristics/Age ( Head of Household )
List Unincorporated
and Each
Description , Municipality 0 - 25 26 = 40 41 - 61 62 + Total
Totals : 0
Family Size
List Unincorporated
and Each 1 2 = 4 5 +
Description Municipality Person People People Total
Totals : 0
Race ( Head of Household )
List Unincorporated
and Each Hisp Amer-
Description Municipality White' Black anic Asian Indian Other Total
Totals : 0
Special Needs ( Any Member of Household )
List Unincorporated Devel.
and Each . , Farm Dis- Home Special Special
Description Municipality Worker abled less Elderly Needs Needs Total
Totals : 0
Form 4
Page 3
Form SHIP AR/2009
67-37 . 008(3) (f , F .A. C .
Effective Date : 11 /2009
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
tc . ) :Expended Funds
Strategy Full Name Address City Zip Expended Unit
Code Funds Counted
Indian River County 2010 Interim- 2
Page 4
ea�®qua}a,ann}n�y
C6/p43Vi
CERTIFICATION ®�
On behalf of Indian River County, I hereby certify that the inform ation ,p'ig7>vsk rein is• t e
and accurate as of the date of submission .
�a
"'r llrr tl 1111 uN a11uaA0U•l�
ate - ! � ( �CZiI.,� Date - I "
Witness Chief Elected Official or Designee
Commissioner Bob Solari ,
Date BCC Chairman Date
Witness Name and Title
OR
�_� t . �
NC. Date �3 / 41l �f' r �/� /J
Attest ( Seal ) J . K . BARYON
snt a r r l .,'� t9
CLERK CIRCUIT COURT
GENERAL INFORMATION
Name of Person to call regarding the Annual Report Form : Sasan Rohani , AICP
Telephone Number : ( 772 ) 226 - 1250
F:\Community Development\SHIP\Annual Reports\201 IAR\AR cert- FY2010- 11 interim . doc
: 'i +l':TE OF FLORIDA
lNOiAN RIVER COUNTY
CERTIFICATION FMS Is TO CERTIFY THAT THIS IS
A TRUE. AND CORRECT COPY of
For Implementation of HE ORIGINALON FILE IN THIS
e rl . FICF
Regulatory Reform Activities & EF REY K . I3aaN , CLERK
Required by S . 1-11P . FY2010 - 11 Interim SY � � J ,
" C � D . C .
DATE
. ...� ,., -- o..�...�
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 constricted housing per housing unit , from these
actions for FY 10 - 11 is estimated to be $ 0 .
4 ) The cumulative cost per rehabilitated housing per housing unit , from these actions
fo FY 10 - 1 1 is„ t.i.nlated to be $ 0 .
cobI
144 4,
ia' Date ` �n
Wi ess Chief Elected Official
• � �
LLL
me
as A. 10
• Bob Solari , BCC Chairman
+ '� @a Print Name and Title
` NTYI �v %%'V%
LA
J { , Datenj 1 � � 1 Date 'l rc:) �
Witness unty Administrator
oseph A . Baird , County Administrator
Print Name and Title
ORJ Ali
flit 1 �> > �� �. '( 1 torr r ? ��
Date
Attest ( Seal )
* 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:\Community Deve1opment\S1-i1P\Annua1 Reports\201 IAR\AR cert- FY2010 - 1 1 interim . doc