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HomeMy WebLinkAbout2018-140Form 1 A TRUE COPY CERTIFICATION ON LAST PAGE J.R. SMITH, CLERK Form SHIP AR/2009 67-37.008(3)0, F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Indian River County FY 2015/2016 Closeout Page 1 SHIP Distribution Summary: Homeownership Code Strategy, 1 Purchase Assistance with Rehab 2 Purchase Assistance with Impact Fee Loan 3 Rehabilitation 6 Emergency Rehab Homeownership Totals: Rentals Form SHIP AR/2009 67-37.008(3)(f . F.A.C. Effective Date: 11/2009 A IHIJF-C(JPY CERTIFICATION ON LAST PAGE J.R. SMITH, CLERK Expended Amount Units Encumbered Amount , .,' Units 'Unencumbered Amount Units $173,202.42 8 $.00 0 $.00 0 $82,680.00 3 $.00 0 $.00 0 $439,897.84 12 $.00 0 $.00 0 $65,384.77 9 $.00 0 $.00 0 $761,165.03 32 $.00 0 $.00 0 Rental Totals: Subtotals: Additional Use of Funds Use Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds $761,165.03 32 Expended $70,640.10 $.00 $6,531.69 $.00 $.00 Encumbered" $.00 $.00 $.00 $.00 0 $.00 Unencumbered " $.00 $.00 $.00 $.00 'Totals: $838;336:82' 32 $.00 0 $.00 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Source of'Funds -Amount . Expended, . :, •Encumbered, $2,412.01 Unencumbered $128,221.92 Code Strategy. `_. AMount Units `. ` .Amount Units ' . :Amount.. Units . Rental Totals: Subtotals: Additional Use of Funds Use Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds $761,165.03 32 Expended $70,640.10 $.00 $6,531.69 $.00 $.00 Encumbered" $.00 $.00 $.00 $.00 0 $.00 Unencumbered " $.00 $.00 $.00 $.00 'Totals: $838;336:82' 32 $.00 0 $.00 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Source of'Funds -Amount . State Annual Distribution $706,401.00 Program Income (Interest) $2,412.01 Program Income (Payments) $128,221.92 Recaptured Funds $.00 Disaster Funds Other Funds Carryover funds from previous year $3,339.15 Total: $840,374.08 * Carry Forward to Next Year: $2,037.26 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 Page 2 0 - 01 I Page 3 Form SHIP AR/2009 A TRUE OPY 67-37.008(3)(1), F.A.C. C 1 CERTIFICATION ON LAST PAGE Effective Date: 1/2009 J,R. SMITH, CLERK A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 J,R. SMITH, CLERK 67-37.008(3)(1), F.A.C. Effective Date: 11/2009 Rental Unit Information Description Eff. 1 Bed 2 Bed 3 Bed V No rental strategies are in use Recap of Funding Sources for Units Produced ("Leveraginq") Source of Funds Produced through June 30th for Units Amount of Funds Expended to Date % of Total Value SHIP Funds Expended $761,165.03 39.49% Public Moneys Expended $.00 .00% Private Funds Expended $1,166,433.00 60.51% Owner Contribution $.00 .00% Total Value of All Units $1,927,598.03 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab 4 Bed FL Statute Compliance CategorySHIP Funds, Trust Funds % of Trust Fund Minimum % Homeownership $761,165.03 $706,401.00 107.75% 65% Construction / Rehabilitation $761,165.03 $706,401.00 107.75% 75% Program Compliance - Income Set -Asides Page 4 Income Category...'.: `. ; SHIP Funds . Expended :.SHIP Funds Encumbered_ .',,',SHIP Funds .. :Unencumbered ' Total of . , .. SHIP Funds Total Available Funds % Extremely Low $94,203.55 $.00 $.00 $94,203.55 11.21% Very Low $180,447.40 $.00 $.00 $180,447.40 21.47% Low $426,713.48 $.00 $.00 $426,713.48 50.78% Moderate $59,800.60 $.00 $.00 $59,800.60 7.12% Over 120%-140% $.00 $.00 .00% Totals: $761,165.03 $.00 $.00 $761,165.03 90.57% Project Funding for Expended Funds Only 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 $94,203.55 4 $.00 0 $94,203.55 4 Very Low $180,447.40 8 $.00 0 $180,447.40 8 Low $426,713.48 16 $.00 0 $426,713.48 16 Moderate $59,800.60 4 $.00 0 $59,800.60 4 Totals: $761,165.03 32 $.00 0 $761,165.03 32 Page 4 ATRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)(0, F.A.C. J,R. SMITH, CLERK Effective Date: 11/2009 Form 3 Page 5 A TRUE COPY CERTIFICATION ON LAST PAGE J,R. SMITH, CLERK Form SHIPAR/2009 67-37.008(3)(q, F.A.C. Effective Date: 11/2009 Form 4 Status of Incentive Strategies Page 6 7 Page 7 A TRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)(0, F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 ATRUE COPY F.A.C.9 CERTIFICATION ON LAST PAGE Form SHIP )(f 2 67-37.008(3)(fl, F. J.R, SMITH, CLERK Effective Date: 11/2009 Incentive Strategy: 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(10)). Adopted policies for expedited permit processing (Housing Element policies 1.5 and 1.6). Adopted 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, 3.5, 4.4, 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 8 ATRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 67-37.008(3)(17, F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 Page 9 ATRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)(0, F.A.C. J,R, SMITH, CLERK Effective Date: 11/2009 The county, in conjunction with financial institutions, conducts a homebuyers education workshop program for all applicants who request purchase assistance (see attachments regarding homebuyers education program). The county holds Indian River County SHIP Affordable Housing Partnership Meetings with local lenders and real estate professionals to provide updates on office policy changes to the SHIP program and invite them to join the SHIP program. SHIP staff work closely with Habitat for Humanity staff to provide loan assistance to qualified loan applicants in Indian River County. 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 provides 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 and Wabasso area of the county which have a high percentage of minorities and low income households. Other Accomplishments At the end of June 2016, the Indian River County LHAProgram has approved 33 loans with FY 2015/2016 funding. LHAProgram staff held several public meetings, placed newspaper 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. Availability for Public Inspection and Comments Annual reports provided to the public through AHAC, Affordable Housing Partnership Group, county planning division, municipalities within the county, and the county website. Homeownership Default & Foreclosure Mortgage Foreclosures A. Very low income households in foreclosure: 3 B. Low income households in foreclosure: 1 C. Moderate households in foreclosure: 1 Foreclosed Loans Life -to -date: 67 SHIP Program Foreclosure Percentage Rate Life to Date: 3.88 Mortgage Defaults A. Very low income households in default: 0 B. Low income households in default: 0 C. Moderate households in default: 0 Defaulted Loans Life -to -date: 0 SHIP Program Default Percentage Rate Life to Date: Page 10 Form SHIP AR/2009 A TRUE COPY 67-37.008(3)(Q, F.A.C. CERTIFICATION ON LAST PAGE Effective Date: 11/2009 J.R. SMITH, CLERK Page 11 A TRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)(1), F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 Welfare to Work Programs Priority is given to Welfare to Work program applicants. Strategies and Production Costs Strategy : Average Cost Purchase Assistance with Rehab $173,202.42 Emergency Rehab $69,569.47 Impact Fee Loan $.00 Purchase Assistance with Impact Fee Loan $82,680.00 Rehabilitation $439,897.84 Expended Funds Total Unit Count: 32 Total Expended Amount: $761,165.00 Strategy.'`. "• , Full Name Address City "' Zip Expended FY If Unit: Code Funds Already Counted Purchase Arnold, 1445 25th Court SW Vero Beach 32962 $16,327.00 Assistance with Michael and Rehab Jennifer Purchase Binford, Joann 1995 1st Place SW Vero Beach 32962 $19,788.30 Assistance with Rehab Purchase Cisneros, 1220 35th Avenue Vero Beach 32960 $19,456.25 Assistance with Pablo and Rehab Adda Purchase Fortier, William 1825 31st Avenue Vero Beach 32960 $18,908.75 Assistance with and Josie Rehab Purchase Gonzalez, 2943 6th Street SW Vero Beach 32968 $24,961.00 Assistance with Elizabeth Rehab Purchase McNulty, 8856 104th Court Vero Beach 32967 $21,562.10 Assistance with Jamie Rehab Purchase Nightingale, 1104 37th Avenue Vero Beach 32968 $22,762.02 Assistance with Sondra SW Rehab Purchase Soares, 3540 68th Place Vero Beach 32967 $29,437.00 Assistance with Bobbie Rehab Emergency Rehab Adorno, Gloria 535 22nd Court Vero Beach 32962 $8,326.40 Emergency Rehab Brown, 2554 2nd Street SW Vero Beach 32962 $4,229.05 Teretha Emergency Rehab Miesma, Tim 2448 1st Court SE Vero Beach 32962 $5,096.35 and Mark Emergency Rehab Mitchner- 8435 58th Avenue Vero Beach 32967 $4,987.50 Franck, Ruby Emergency Rehab 10thmer, Gayle 12126 31st Avenue lVero Beach 32960 1 $8,166.50 Page 12 Adrr Sub Pro( ATRUE COPY CERTIFICATION ON LAST PAGE J.R. SMITH, CLERK Form SHIP AR/2009 67-37.008(3)0, F.A.C. Effective Date: 11/2009 Emergency Rehab Putzke, 1475 29th Avenue Vero Beach 32960 $13,512.60 Brandon and Mary Emergency Rehab Tacon, Amy 558 Saunders St Sebastian 32958 $6,001.32 Emergency Rehab White, George 638 Benedictine Ter Sebastian 32958 $9,776.50 and Marlene Emergency Rehab Wiggins, Alvin 1696 19th Avenue Vero Beach 32962 $5,288.55 B SW Purchase Beans, Roni 4568 N US HWY #1 Vero Beach 32967 $27,560.00 Assistance with Rae Impact Fee Loan Purchase Casas, , 2052 Waterside Lane Vero Beach 32962 $27,560.00 Assistance with Milando and SW Impact Fee Loan Feliza Purchase Harris, Ruby 2122 Waterside Lane Vero Beach 32962 $27,560.00 Assistance with SW Impact Fee Loan Rehabilitation Bostic, Buford 4665 38th Avenue Vero Beach 32967 $48,220.00 Rehabilitation Bryant, Clara 4620 39th Avenue Vero Beach 32967 $38,601.00 Rehabilitation Bush, Stacey 8135 103rd Court Vero Beach 32967 $16,343.50 Ann Rehabilitation Collie, Julie 4302 28th Avenue Vero Beach 32961 $19,925.00 Mae Rehabilitation Drisdom, 3960 46th Place Vero Beach 32967 $40,988.34 Falisha Rehabilitation Goff, Alma 505 22nd Avenue Vero Beach 32962 $45,535.50 Rehabilitation Hamilton, 4013 41st Square Vero Beach 32967 $45,808.00 Fannie Rehabilitation Howton, 1577 15th Circle SW Vero Beach 32962 $23,182.00 Myrlee Rehabilitation Soius, Marie 1156 15th Avenue Vero Beach 32962 $49,462.00 SW Rehabilitation Stephens, 4560 38th Court Vero Beach 32960 $19,039.00 Fannie Rehabilitation Stewart, 4515 49th Avenue Vero Beach 32967 $46,850.00 Dorothy L Rehabilitation Wouters, 228 13th Place SW Vero Beach 32962 $45,943.50 Michael and Elaine i;inistrative Expenditures $77,171.79 Administrative expenses for Indian River County Recipients and Consultants Name Business Type Strategy Covered Responsibility . Tram Income Program Income Funds Loan Repayment: $128,221.92 Refinance: Page 13 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 J.R. SMITH, CLERK 67-37.008(3)(1), F.A.C. Effective Date: 11/2009 Foreclosure: Sale of Property: Interest Earned: $2,412.01 Other (): Total: $130,633.93 Explanation of Recaptured funds Description Amount Total: $.00 Rental Developments Development Owner Address City : Zip SHIP Amount SHIP • : Compliance. Additional Name Code Units Monitored By Notes Indian River County 2015 Closeout Single Family Area Purchase Price The average area purchase price of single family units: 123,101.18 Or Not Applicable Form 5 Page 14 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 J.R. SMITH, CLERK 67-37.008(3)0, F.A.C. Effective Date: 11/2009 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants Code(s) • Strategies , ': "Expended,, Amount Units Encumbered Amount Units 1 Purchase Assistance with Rehab $.00 0 $.00 0 3 Rehabilitation $237,229.84 6 $.00 0 6 Emergency Rehab $10,384.90 2 $.00 0 Special Needs Category Breakdown by Strategy Provide a description of efforts to reduce homelessness: Providing down payment, closing cost and impact fee loans that provide long term affordable housing. Rehabilitation and emergency rehabilitation loans to provide long term habitable housing and affordable housing. Page 15 Expended Encumbered . Strategies Special Needs Category Amount Units' Amount Unit's, (3) Rehabilitation Receiving Veterans $40,988.34 1 $.00 0 Disability Benefits (3) Rehabilitation Receiving Social Security $131,259.00 3 $.00 0 Disability Insurance (3) Rehabilitation Person with Disabling $64,982.50 2 $.00 0 Condition (not DD) (6) Emergency Rehab Receiving Social Security $5,096.35 1 $.00 0 Disability Insurance (6) Emergency Rehab Person with Disabling $5,288.55 1 $.00 0 Condition (not DD) Provide a description of efforts to reduce homelessness: Providing down payment, closing cost and impact fee loans that provide long term affordable housing. Rehabilitation and emergency rehabilitation loans to provide long term habitable housing and affordable housing. Page 15 LG Submitted Comments: Page 16 A TRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)(1), F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 J.R. SMITH, CLERK 67-37.008(3)(0, F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Indian River County FY 2016/2017 Interim -1 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 J R. SMITH, CLERK 67-37.008(3)(1), F.A.C. Effective Date: 11/2009 SHIP Distribution Summary: Homeownership Rentals Unencumbered nits "::Amount Units 2 0 10 ," Expended Expended.,:,; ": ;. 'Encumbered Une"ncumbered Code. Strategy . ":" `" :" ' -:'Amount Units.. _:Amount . . . .'.. Amount,'. 1 Purchase Assistance with $130,756.15 7 '$38,693.80 Rehab 2 Purchase Assistance with $89,513.00 4 Impact Fee Loan 3 Rehabilitation $415,260.43 12 $322,371.34 6 Emergency Rehab $15,990.64 3 Homeownership Totals: $651,520.22 26 $361,065.14 Rentals Unencumbered nits "::Amount Units 2 0 10 Rental Totals: Subtotals: $651,520.22 Additional Use of Funds Mse Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds Expended''. . $92,989.10 $.00 $9,139.27 $.00 26 $361,065.14 10 Encumbered"'" ' lJnencumbered ^Totals:" $753;648:59AM 26 : ? »` $361;065`.14.. 10 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Source,of Funds `. ' ; ," Expended $929,891.00 Encumbered , ' $2,450.83 Une"ncumbered $180,334.64 Recaptured Funds Strategy ..... .:` " .: Amount units`, .'.. Amount,'. Units , ,, Amount .' ..: Units Rental Totals: Subtotals: $651,520.22 Additional Use of Funds Mse Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds Expended''. . $92,989.10 $.00 $9,139.27 $.00 26 $361,065.14 10 Encumbered"'" ' lJnencumbered ^Totals:" $753;648:59AM 26 : ? »` $361;065`.14.. 10 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Source,of Funds `. ' ; ; '' Amount: .` State Annual Distribution $929,891.00 Program Income (Interest) $2,450.83 Program Income (Payments) $180,334.64 Recaptured Funds $.00 Disaster Funds Other Funds Carryover funds from previous year $2,037.26 Total: $1,114,713.73 * 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 Page 2 ATRUE COPY Form SHIP An0000 CERTIFICATION ONLAST PAGE .F/�C. Rental Unit Information Description . Eff.- 4 V No rental strategies are in use A TRUE COPY '77^TiFICATION ON LAST PAGE Form SHIP AR/2009 n rl Fpl< 67-37.008(3)(f , F.A.C. Effective Date: 11/2009 I 2 Bed'. .3 Bed 4 E Recap of Funding Sources for Units Produced ("Leveraginq") Source of Funds Produced ' through June,36th for Units.= Amoubt of Funds Expended to Date '- % of Total Value . '. SHIP Funds Expended $651,520.22 34.71% Public Moneys Expended $.00 .00% Private Funds Expended $1,225,327.20 65.29% Owner Contribution $.00 .00% Total Value of All Units $1,876,847.42 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab -FL Statij td, Compliance Category SHIPa,Funds Trust Funds', %-of.Trust.Fund Minimum "/o Homeownership $1,012,585.36 $929,891.00 108.89% 65% Construction / Rehabilitation $1,012,585.36 $929,891.00 108.89% 75% Program Compliance - Income Set -Asides Project Funding for Expended Funds Only Income Category" ,:. :SHIP Funds . Expended <; : SHIP:funds. Encumbered `'ZHIPFunds; ... Unencumbered:., : ` "-"Total of. ` -. SHIP.Funds Total_ . Available', Funds 'Total# Units Extremely Low $165,903.33 $110,857.00 6 $276,760.33 24.83% $165,903.33 Very Low $43,354.59 $36,514.34 $43,354.59 $79,868.93 7.16% Low $331,962.90 $175,000.00 Low $506,962.90 45.48% Moderate $110,299.40 $38,693.80 $148,993.20 13.37% 7 Over 120%-140% $110,299.40 7 $.00 .00% Totals: $651,520.22 $361,065.14 $.00 $1,012,585.36 90.84% Project Funding for Expended Funds Only Page 4 Income; Category: .-Total Funds,:,, Mortgages,': Loans & DPL's Mortgages; Loans 91, DPL Unit'#s ' Total 'Funds, ; SHIP Grant's . SHIP: Grant . Unit #s •` Total. SHIP Funds - Expended :,_ 'Total# Units Extremely Low $165,903.33 6 $165,903.33 6 Very Low $43,354.59 3 $43,354.59 3 Low $331,962.90 10 $331,962.90 10 Moderate $110,299.40 7 $110,299.40 7 Totals: $651,520.22 26 $.00 0 $651,520.22 26 Page 4 ATRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)(fl, F.A.C. R. SMITH, CLERK Effective Date: 11/2009 Form 3 Page 5 A TRUE COPY CERTIFICATION ON LAST PAGE J.R. SMITH, CLERK Purchase Assistance Fellsmere Devel.., 1 1 with Impact Fee and EacH . Farm Loan H! AmerO '. Purchase Assistance Indian River County TWhite 2 1 3 with Impact Fee Other Total. Purchase Assistance Indian River County 1 Loan 3 1 6 Rehabilitation Indian River County 6 5 11 Rehabilitation Sebastian 1 Purchase Assistance City of Vero Beach 1 Totals: 9 14 3 26 Race (Head of Household) Form SHIP AR/2009 67-37.008(3)(f , F.A.C. Effective Date: 11/2009 Totals: 10 Demographics (Any Member of Household) 9 6 26 List.Unincorporated Devel.., and EacH . Farm Dis- H! AmerO '. Description ,d Municipality', TWhite Black .anic Asian. Indian Other Total. Purchase Assistance Indian River County 1 2 3 1 6 with Rehab Purchase Assistance City of Vero Beach 1 1 with Rehab Emergency Rehab Indian River County 1 2 1 1 2 3 Purchase Assistance Fellsmere 1 1 with Impact Fee Loan Purchase Assistance Indian River County 2 2 2 1 3 with Impact Fee Loan Rehabilitation Indian River County 6 3 2 4 1 7 11 Rehabilitation Sebastian 11 1 11 1 1 Totals: 10 Demographics (Any Member of Household) 9 6 26 Totals: Page 6 4 10 23 .List Unincorporated, Devel.., and Each Farm Dis- Home - Description`,, , . , ' Muh'icipality . Worker abled. less , 'Elderly. Other Other; � Total Purchase Assistance Indian River County 1 1 with Rehab Purchase Assistance City of Vero Beach 0 with Rehab Emergency Rehab Indian River County 1 1 2 4 Purchase Assistance Fellsmere 0 with Impact Fee Loan Purchase Assistance Indian River County 2 2 1 5 with Impact Fee Loan Rehabilitation Indian River County 4 1 7 12 Rehabilitation Sebastian 11 1 1 i Totals: Page 6 4 10 23 A TRUE COPY CERTIFICATION ON LAST PAGE S�1aI�"H, CLERK Form SHIP AR/2009 67-37.008(3)0, F.A.C. Effective Date: 11/2009 Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside Special Target Description I Group Form 4 Total # of Funds I Expended Units Page 7 A TRUE COPY CERTIFICATION ON LAST PAGE J.R. SMITH, CLERK Form SHIP AR/2009 67-37.008(3)(1), F.A.C. Effective Date: 11/2009 Purchase Hernandez, 10059 Grace Avenue Fellsmere 32948 $21,833.00 Assistance with Pedro and Impact Fee Loan Rojas, Manuela Purchase Hurst, Allison 2094 Waterside Lane Vero Beach 32962 $22,560.00 Assistance with SW Impact Fee Loan Purchase Jelks, 2025 Waterside Lane Vero Beach 32962 $22,560.00 Assistance with Trayshonda SW Impact Fee Loan Purchase Sanon, Osnel 2123 Waterside Lane Vero Beach 32962 $22,560.00 Assistance with and Noel, SW Impact Fee Loan Juliette Rehabilitation Bass, Alberta 4345 82nd Street Vero Beach 32967 $43,897.95 Rehabilitation Carter, Velma 3620 44th Street Vero Beach 32967 $43,300.60 Rehabilitation Christino, 4126 39th Drive Vero Beach 32967 $41,298.00 Tonilee M. Rehabilitation Gonzalez, 1116 13th Avenue Vero Beach 32962 $35,736.65 Kareline SW Rehabilitation Goodwin, 805 35th Avenue Vero Beach 32960 $44,497.50 Lawrence and Sharon B. Rehabilitation Gutierrez, 523 20th Street SW Vero Beach 32962 $14,694.00 Elizayne Almanza Rehabilitation Heath, Mary 6455 51st Avenue Vero Beach 32967 $25,558.65 Rehabilitation Jackson, Linda 4059 42nd Square Vero Beach 32967 $42,601.50 Rehabilitation Lee, Bolin 448 15th Street SW Vero Beach 32962 $28,407.03 Rehabilitation Richards, Lois 145 44th Avenue Vero Beach 32968 $43,510.90 G. and John R. Rehabilitation Stephens, 663 5th Street SW Vero Beach 32962 $39,217.15 Lavette J. Rehabilitation Ward, Betty 916 Louisiana Sebastian 32958 $12,540.50 Avenue Form 5 Page 8 Indian River County 2016 Interim -1 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 67-37.008(3)0, F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants Code(s) ' ,," Strategies" Expended " Amount Units Encumbered Amount Units 1 Purchase Assistance with Rehab $.00 0 Amount Units 2 Purchase Assistance with Impact Fee Loan $22,560.00 1 with Impact Fee Loan 3 Rehabilitation $261,554.33 711 (3) Rehabilitation 6 Emergency Rehab $7,286.64 211 Disability Insurance Special Needs Category Breakdown by Strategy Provide a description of efforts to reduce homelessness: LG Submitted Comments: Page 9 Expended Encumbered Strategies Special Needs Category Amount $22,560.00 Units " Amount Units (2) Purchase Assistance Receiving Social Security 1 with Impact Fee Loan Disability Insurance $261,554.33 (3) Rehabilitation Receiving Social Security 7 Disability Insurance $7,286.64 (6) Emergency Rehab Receiving Social Security 2 Disability Insurance Provide a description of efforts to reduce homelessness: LG Submitted Comments: Page 9 Form 1 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 J.R. SMITH, CLERK 67ective Date: F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Indian River County FY 2017/2018 Interim -2 Page 1 ATRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)(f , F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 SHIP Distribution Summary: Homeownership Rentals Unencumbered Units Amount, Units 2 $160,713.34 7 0 $45,541.05 2 2 $95,973.59 2 0 $156,110.08 6 4 $458,338.06 17 Amount,',' Expended,,,' xpen a —, Encumbered ." Encumbered Unencumbered Code . _ Strategy;." Amount" Units Amount " "Amount `"' 1 Purchase Assistance with $95,215.22 4 $44,790.30 Rehab 2 Purchase Assistance with $107,800.00 5 $.00 Impact Fee Loan 3 Rehabilitation $96,252.47 3 $80,000.00 6 Emergency Rehab $.00 0 $.00 Homeownership Totals: $299,267.69 12 $124,790.30 Rentals Unencumbered Units Amount, Units 2 $160,713.34 7 0 $45,541.05 2 2 $95,973.59 2 0 $156,110.08 6 4 $458,338.06 17 Rental Totals: Subtotals: $299,267.69 Additional Use of Funds Use . Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds 'Expended $65,787.50 $15,279.39 12 $124,790.30 4 1. Encumbered.` $458,338.06 Unencumbered 171 .. .._.. _...._..._e..x._..:.._.:.58....__..:...w._._:.._.��8.;Totals:$.a. Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund .Source of Funds Amount,',' Expended,,,' $657,875.00 Encumbered ." $6,616.93 Unencumbered $298,971.01 Code,:Strategy'. Amount' : Units " "Amount `"' Units' -" Amount, knits" Rental Totals: Subtotals: $299,267.69 Additional Use of Funds Use . Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds 'Expended $65,787.50 $15,279.39 12 $124,790.30 4 1. Encumbered.` $458,338.06 Unencumbered 171 .. .._.. _...._..._e..x._..:.._.:.58....__..:...w._._:.._.��8.;Totals:$.a. Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund .Source of Funds Amount,',' State Annual Distribution $657,875.00 Program Income (Interest) $6,616.93 Program Income (Payments) $298,971.01 Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year $.00 Total: $963,462.94 * 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 Page 2 I Page 3 A TRUE COPY Form SHIP AR12009 CERTIFICATION ON LAST PAGE 67-37.008(3)(Q, F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 ATRUE COPY Form SHIP AR/2009 67-37.008(3)0, F.A.C. CERTIFICATION ON LAST PAGE Effective Date: 11/2009 Rental Unit Information Description, Eff:I I 1 Bed 2 Bed V No rental strategies are in use Recap of Funding Sources for Units Produced ("Leveraginq") 3 Bed. 4 Bed Source, of Funds, Produced through June 30th for Units": Amount of:Funds.Expended to Date % of Total Value SHIP Funds Expended $299,267.69 19.48% Public Moneys Expended Total # Units, .00% Private Funds Expended $1,237,380.00 80.52% Owner Contribution 19.48% .00% Total Value of All Units $1,536,647.69 100.00% SHIP Program Compliance Summary : Home Ownership/Construction/Rehab ` FL,S.tatute Compliance Category, SHIP. Funds' � . Trust Funds `/6- of Trust Fund '., . Minimum % Homeownership $882,396.04 $657,875.00 134.13% 65% Construction / Rehabilitation $882,396.04 $657,875.00 134.13% 75% Program Compliance - Income Set -Asides Project Funding for Expended Funds Only Income: Category :SHIP. Funds. , Expended',' 'SHIP. Funds., .,Enicumibeied� SHIP ,F.unds , Unencumbered Total of ..: SHIP Funds" .'•Total" , Available Funds % Total # Units, Extremely Low $18,984.47 $50,000.00 $118,689.95 $187,674.42 19.48% $18,984.47 Very Low $56,200.45 Very Low $75,000.00 $131,200.45 13.62% Low $169,313.82 $54,790.30 $143,420.33 $367,524.45 38.15% Moderate $54,768.95 $20,000.00 $121,227.78 $195,996.73 20.34% 3 Over 120%-140% $54,768.95 3 $.00 .00% Totals: $299,267.69 $124,790.30 $458,338.06 $882,396.05 91.59% Project Funding for Expended Funds Only Page 4 Income Category Total Funds Mortgages,,. Loans,& DPL's.• Mortgages, Loan's & : DPL Unit -#s Total Funds SHIP Grants `. SHIP,,' Gran,. Unit_#s . Total SHIP_ Funds, Expended .. Total # Units, Extremely Low $18,984.47 1 $18,984.47 1 Very Low $56,200.45 2 $56,200.45 2 Low $169,313.82 6 $169,313.82 6 Moderate $54,768.95 3 $54,768.95 3 Totals: $299,267.69 12 $.00 0 $299,267.69 12 Page 4 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP )(0 9 67-37.008(3)(f),, F. F.A.C. J,R. SMITH, CLERK Effective Date: 11/2009 Form 3 Page 5 ATRUE COPY Form SHIP AR/2009 CERTIFICATION ON LAST PAGE 67-37.008(3)0, F.A.C. J.R. SMITH, CLERK Effective Date: 11/2009 Demographics (Any Member of Household) Totals: 2 1 3 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 Form 4 Expended Funds $299,268.00 Strategy . : , List Unincorporated :Zip .: Devel.; ....... .. .. ,. A ;.` .. Code `,Funds"' Already SW and -Each. :: Farm 3Dis= Haynes, 3445 1st Place Vero Beach 32968 $22,947.00 Description • ' � ,Municipaiity , ., Worker. abled ` less-. e . Elderly. Other . . other Total Purchase Assistance Indian River County Chimere Purchase Hyatt, 0 with Rehab 32960 $28,640.45 Purchase Acosta, 2066 Waterside Lane Purchase Assistance Indian River County $17,560.00 Assistance with Roberto & 1 1 with Impact Fee Impact Fee Loan Rubby Loan Rehabilitation Indian River County 1 1 2 Totals: 2 1 3 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 Form 4 Expended Funds $299,268.00 Strategy . : , Full, Name � : ''Address ;.: : ` ` .-:•'..:':: City ; . :. :. :Zip .: Expended -. FY if Unit - ....... .. .. ,. A ;.` .. Code `,Funds"' Already SW Counted-' Purchase Haynes, 3445 1st Place Vero Beach 32968 $22,947.00 Assistance with Elvony & Purchase Smith, 3466 1st Street Vero Beach 32966 Rehab White, Brian Assistance with Chimere Purchase Hyatt, 636 9th Place Vero Beach 32960 $28,640.45 Assistance with I Kathleen Rehab Purchase Pursel, Katelyn 1426 25th Avenue Vero Beach 32962 $23,978.82 Assistance with SW Rehab Purchase Smith, 3466 1st Street Vero Beach 32966 $19,648.95 Assistance with Chimere Rehab Purchase Acosta, 2066 Waterside Lane Vero Beach 32962 $17,560.00 Assistance with Roberto & SW Impact Fee Loan Rubby Page 6 A TRUE COPY CERTIFICATION ON LAST PAGE Form SHIP AR/2009 J.R. SMITH, CLERK 67-37.008(3)(1), F.A.C. Effective Date: 11/2009 Purchase Carter, 2039 Waterside Lane Vero Beach 32962 $27,560.00 Amount.. $22,560.00 Assistance with Kimberly Ann SW 2 Purchase Assistance with Impact Fee Loan $22,560.00 1 Impact Fee Loan with Impact Fee Loan 3 Rehabilitation $63,535.47 3 $50,000.00 Purchase Gedeon, 2080 Waterside Lane Vero Beach 32962 $22,560.00 Disability Insurance Assistance with Rebecca SW Impact Fee Loan Purchase Mitchell, 2053 Waterside Way Vero Beach 32962 $17,560.00 Assistance with Margaret Ann SW Impact Fee Loan Purchase Ruszczyk, 2053 Waterside Lane Vero Beach 32962 $22,560.00 Assistance with Kayla SW Impact Fee Loan Rehabilitation Lee, Bolin C 448 15th Street SW Vero Beach 32962 $18,984.47 Rehabilitation Montanaro, 2705 49th Avenue Vero Beach 32966 $32,717.00 Sheree Lynn Rehabilitation Shuren, Larry 8535 61st Drive Vero Beach 32967 1 $44,551.00 & Lucille Indian River County 2017 Interim -2 Form 5 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants Special Needs Category Breakdown by Strategy Strategies Expended Amount' ' :. Units Encumbered Amount Units 1 Purchase Assistance with Rehab Amount.. $22,560.00 .Units_ .' . Amount,: , Units 2 Purchase Assistance with Impact Fee Loan $22,560.00 1 with Impact Fee Loan 3 Rehabilitation $63,535.47 3 $50,000.00 1 6 Emergency Rehab $50,000.00 1 Disability Insurance Special Needs Category Breakdown by Strategy Provide a description of efforts to reduce homelessness: Page 7 Expended Enc6fnbered' .' Strategies`. Special Needs Category - Amount.. $22,560.00 .Units_ .' . Amount,: , Units (2) Purchase Assistance Receiving Social Security 1 with Impact Fee Loan Disability Insurance $63,535.47 (3) Rehabilitation Receiving Social Security 3 $50,000.00 1 Disability Insurance Provide a description of efforts to reduce homelessness: Page 7 ATRUE COPY CERTIFICATION ON LAST PAGE Form SHIP /F. 9 67-37.008(3)()(fl, F.A.C. J,R. SMITH, CLERK Effective Date: 11/2009 LG Submitted Comments: A TRUE COPY CERTIFICATION ON LAST PAGE J.R. SMITH, CLERK State Housing Initiatives_Partnership,(SHIP) Program Annus) Report and Local Housing Incentives Certification_ On Behalf of Indian River County (Local Government), I hereby certify that: 1. The Annual Report information submitted electronically to Florida Housing Finance Corporation is true and accurate for the closeodt_year 2015/2016 and interim years 2016-2017 & 2017-2018 2. The local housing incentives or local housing incentive plan have been implemented or are in the process of being implemented. Including, at a minimum: a. Permits as defined in s.163.3164 (15) and (16) for affordable housing projects are expedited to a greater degree than other projects; and b. There is an ongoing process for review of local policies, ordinances, regulations, and plan provisionsthat increase the cost of housing prior to their adoption. 3. The cumulative cost per'newly constructed housing per housing unit, from these actions is.estimated to be $ 0.00 4. The cumulative cost per rehabilitated housing per housing unit, from these actions is estimated to be $ 0.00 Staff Member responsible for submitting annual report to FHFC: Sasan Rohan! I 8 Witness Signature Da Chief Elected Official or Desigee Signature Date Witness Printed Name ATTEST: Jeffrey R. mith, Clerk of Ci BY*. - D&1aft<7 Clerk Peter D. O'Bryan, Chairman .'pO�MIS6l0�✓c;-. Chief Elected Official or Designee Pitilte Nam • �*' roe '(Zi "'•�NRIVER COv�' °•O•••I a•awa.•Y Court and Comptroller APPROVED AS TO FORM AN 8e RV F ■ ■ B WILLiA K. DE AAL DEPUTY COUNTY ATTORNEY 420.9075 (10) Each county or eligible municipality shall submit to the corporation by September 15 of each year a report of its affordable housing programs and accomplishments through June 30 immediately preceding submittal of the report. The report shall be certified as accurate and complete by the local government's chief elected official or hi's or her designee. Transmittal of the annual report by a county's or eligible municipality's chief elected official, or his or her designee, certifies that the local housing incentive strategies, or, if applicable, the local housing incentive plan, have been implemented or are in the process of hoinn imnlamanhori nit rcnant to thA arinntwrl crharliila fnr imniamantatinn. State Housing Initiatives Partnership, -(SHIP). Program- Ann_ua(,Report,and L.ocal Housing Incentives Certification. On Behalf of Indian River County . (Local Government), I hereby certify that: 1. The Annual Report information submitted electronically to Florida Housing Finance Corporation is true and accurate for the closeout year 2015/2016 and interim years 2016-2017 & 2017-2018 2. The local housing incentives or local housing incentive plan have been implemented or are in the process of being implemented, Including, at a minimum: a. Permits as defined in s.163.3164 (15) and (16) for affordable housing projects are expedited to a greater degree than other projects; and b. 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 is estimated to be $ 0.00 4. The cumulative cost per rehabilitated housing per housing unit, from these actions is estimated to be $ 0.00 Staff Member responsible for submitting annual report to FHFC: Sasan Rohan! t f 8.14.18 Witness Signature Da Chief Elected Official or Desig a Signature Date Peter -D. Q'Rryan, Chairman Witness Printed Name Chief Elected. Official or Designee Printed Name o���nissro���•• �o •drys Witness Sign re Date PROVEDASTOFORNI <.o`yN•...:... o�� D L ALSUF ENCY ° ., RIVER �•, Witness Printed Name E A Al ATTEST: Jeffrey R. Smith, Clerk of Ci uit Court and Comptroller BY: Depu y Clerk BY- .,- STATE OF" ` 0 ' " AAL`- Fia INDIAN RI N 91JNTYATTORNEY THIS IS TO CERTIFY THAT THIS IF, A TRUE AND CORRECT COPY OF THE ORIGINAL ON FIL INTHIS OFFICE. JEFF I CLERI BY �nJ ^- MATE �� 4) .: 420.9075 (10) Each county or eligible municipality shall submit to the corporation by September 15 of each year a report of its affordable housing programs and accomplishments through June 30 immediately preceding submittal of the report. The report shall be certified as accurate and complete by the local government's chief elected official or his or her designee. Transmittal of the annual report by a county's or eligible municipality's chief elected official, or his or her designee, certifies that the local housing incentive strategies, or, if applicable, the local housing incentive plan, have been implemented or are in the process of hoinn imnlnmontorl niirciinnt to tha;4dnntarl zrhPdtdP fnr imnlamPntatinn.