Okaloosa County BOCC — December 4, 2012 — SHIP Annual Report - FY 2009-2010 — reading text

Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Okaloosa County/Fort Walton Bch FY 2009/2010 Form 1 Page 1 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 SHIP Distribution Summary Homeownership ee ee | Expended — | Encumbered | [Unencumbered| Code Strategy Amount — | units “. Amount. | Units | .. Amount =|} Units 3 Rehabilitation $1 76,296.75 7 24 FHOP Strategy $117,323.61 418 Homeownership Totals: $293,620.36 25 Rentals = ae es oe os deael Encumbered _ Te : Unencumbered ee Codej{ “Strategy g “Amount > | Units |. © Amount | | units -#Amount |---| Units 14 Rehabilitation Rental $90,360.42 7 21 New Construction $183,200.00 10 Rental Totals: $273,560.42 47 Subtotals: $567,180.78 42 Additional Use of Funds OES Use “sExpended — | _Encumbered _ -Unencumbered _ Administrative $35,184.00 Homeownership Counseling Admin From Program income $12,850.00 Admin From Disaster Funds coe ‘Source of Funds I State > Annual Distribution $23451 7.39 Program Income (Interest) $3,751.65 Program Income (Payments) $253,265.41 Recaptured Funds Disaster Funds $.00 FLHOP Disbursement $117,323.61 Other Funds Carryover funds from previous year $6,356.72 Total: $615,214.78 * 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 Page 2 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Rental Unit Information “Description | Eff. | 1Bed | 2Bed | 3Bed' | 4Bed Single family apartment $400.00 $500.00 Single Family Unit $800.00 Recap of Funding Sources for Units Produced - Source of Funds Produced — | Amount o of Funds Expended to. an us cu ee : oe he oe . ~ through June 30th for. Units 5B “Date. > % of Total Value. SHIP Funds Expended $567, 180. 78 10.10% Public Moneys Expended $805,449.98 14.34% Private Funds Expended $3,992,994.00 71.11% Owner Contribution $249,700.00 445% Total Value of All Units $5,615,324.76 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab Comp ance Cat gory | IP Fi Be i st f {Minimum % | Homeownership $208,640.35 $234, 517. 39 88.97% 65% Construction / Rehabilitation $436,797.54 $234,517.39 186.25% 75% Program Compliance - - Income Set-Asides ] SHIP Funds _ Extremely Low $183,200.00 $183,200.00 _36.80%| Very Low $86,693.36 $86,693.36| 17.41% Low $187,755.44 $187,755.44| 37.71% Moderate $109,531.98 $109,531.98] 22.00% Over 120%-140% $.00 00% Over 140% $.00 00% Totals: $567,180.78 $.00 $00 $567,180.78 113.92% Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, ¢ etc. o)S Set Aside : lank Units Project Funding for Expended Funds Only Page 3 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 income Category Total Funds a Mortgages, _-| Loans & DPL's | Mortgages, “Loans & “SHIP Grants _ OSHIP . “Grant {> | Unit #s | Total SHIP | IS Units Funds Total # Extremely Low } $183,200.00 10 ~ $183,200.00 10 Very Low ‘$86,693.36 7 $86,693.36 7 Low $187,755.44 14 $187,755.44 14 Moderate $109,531.98 11 $109,531.98 11 Over 120%-140% $.00 0 Over 140% $.00 0 Totals: $567,180.78 42 $.00 $567,180.78 42 Form 3 Page 4 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Number of Households/Units Produced Description — | as yt List Unincorporated , and Each “Municipality — {eu 4d Over | 920%, Mod | 140% | ‘Over 440% Total FHOP 18 Rehabilitation Rental Housing 10 17 Charactorstcsi*a° (Head of Household) Totals: 10 SN] Ol] cw] =a 14 __- Description List Unincorporated , and Each © Municipality — FHOP 18 Rehabilitation Rental Housing 17 Totals: 11 13 hm} eal no] a : Oo oes Be : 42 Family Size ~~ “Description ‘| List Unincorporated - Municipality _ FHOP Rehabilitation Rental Housing 7 Totals: Race (Head ¢ of f Household) 15 42 : | List Unincorporated : ~ Lamer-| nsian | Indian FHOP Rehabilitation Rental Housing 17 Totals: Special N Needs (Any f Member of Househord) 42 42 : | ist Unincorporated . Description ‘Municipality a : :| Home- | Ee | Elderly | Jess ‘| special ‘Needs special | ‘Needs | FHOP Rehabilitation Rental Housing ai -al ol ot. Totals: Page 5 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Form 4 Status of Incentive Strategies Incentive Strategy: "N/A" Adopting Ordinance or Resolution Number or identify local policy: “N/A” Implementation Schedule (Date): "N/A" Has the plan or strategy been implemented? If no, describe the steps that will be taken to implement the plan: ["N/A" | Status of Strategy - (is the strategy functioning as intended, i.e. are the time frames being met, etc.): "N/A" Support Services "N/A" Other Accomplishments "N/A" Availability for Public Inspection and Comments The annual report is proveded to our County Board of Commissioners which is a matter of public record and thus available for public inspection. Default and Foreclosure Mortgage Foreclosures —] A. Very low income households in foreclosure: © B. Low income households in foreclosure: C. Moderate households in foreclosure: Mortgage Defaults A. Very low income households in default: i—) B. Low income households in default: C. Moderate households in default: Welfare to Work Programs |N/A" Strategies and Production Costs Average Cost | Page 6 Form SHIP AR/2009 67-37.008(3)(f), F-A.C. Effective Date: 11/2009 Expended Funds Total Unit Count: 42 Total Expended Amount: $567,181.00 Strategy ©. - FullName Address = ——sts«CCity'—=—=si“‘. Zip ~~ Expended Unit Os ede. Funds —. Counted FHOP Strategy William Auclair |308 Gauntlet Drive | Crestview 32539 $5,561.50 [| FHOP Strategy Maryann 5821 Reinke Dr Crestview 32536 $3,744.89 [] Hendrix FHOP Strategy Linda Jones {2005 Bob White Mary Esther {32569 $5,986.94 [| Court FHOP Strategy Babala Denyes|610 Old River Road | Baker 32539 $4,505.15 [| FHOP Strategy Paul Syfrett 39 10th street Shalimar 32579 $8,000.00 [| FHOP Strategy Jasmine Durm |755Lime lane Crestview 32536 $5,751.56 [] FHOP Strategy Joshua Stegall |44 Oakdale rd Fort Walton |32547 $8,000.00 [| Beach FHOP Strategy Kathye 734 Legion Drive, # {Destin 32541 $8,000.00 [| Rushing 87 FHOP Strategy Ryan Ray 167 Richbourg Ave _ | Shalimar 32579 $6,000.00 [| FHOP Strategy Angelia Todd {1150 Airport Rd #151] Destin 32541 $7,616.39 [| FHOP Strategy Tonya Wolfe {4692 Bobolink Way |Crestview 32536 $7,977.18 [| FHOP Strategy Nancy Piper |706 Newpport Dr Fort Walton 432547 $4,200.00 [] Beach FHOP Strategy Bradley Butler {399 Lincoln Ave Valpariso 32580 $8,000.00 [ ] FHOP Strategy Stacy Scott 409 Oak Place Crestview 32536 $8,000.00 [| FHOP Strategy Dustin 101 Skinner Circle | FortWalton {32547 $4,900.00 [] Kmieciak Beach FHOP Strategy Adam Fought |202 Rose Marie Fort Walton {32548 $5,080.00 [| Lane SW Beach FHOP Strategy Dominic Vitale |318 Celeste Mary Esther {32569 $8,000.00 [ | FHOP Strategy Helen Rhodes |167 Nun Drive Crestview 32536 $8,000.00 [] Rehabilitation McArdle, 616 Ferretti Ave. Fort|Fort Walton 32547 $30,245.50 [| Christina Walton Beach Beach Rehabilitation Susan Pazics |125 W. Terry Circle | Mary Esther [32569 $29,675.50 [ ] Rehabilitation Dorothy 743 Walnut Street Crestview 32536 $21,285.50 [] Higgins Rehabilitation Carl 707 Walnut St. Crestview 32536 $24,739.25 [| Westbrook Rehabilitation Guseppina 49 Poulton Dr NW __ [Fort Walton 32547 $37,256.00 [ | Eckert Beach Rehabilitation Jeanette 30 Court Dr Destin 32541 $18,190.00 [| Parker Rehabilitation Watson, 923 Nutmeg Niceville 32579 $14,905.00 [| Jeanie Rehabilitation- Gray, Edward {2085 Villa Palms Fort Walton 32547 $7,492.87 [| Rental and La'Temia [Circle Beach Thomas Rehabilitation- Parker, Kyle {2087 Villa Palms Fort Walton 432547 $7,492.87 [| Rental and Tara Circle Beach Page 7 Form SHIP AR/2009 67-37 .008(3)(f), F.A.C. Effective Date: 11/2009 Rehabilitation- Herring, 2089 Villa Palms Fort Walton {32547 $7,492.87 [| Rental Jennifer Circle Beach Rehabilitation- Lockman, 2091 Villa Palms Fort Walton {32547 $7,492.87 [| Rental Joanne Circle Beach Rehabilitation- Albright, Shen {2093 Villa Palms Fort Walton 32547 $7,492.87 [| Rental Circle Beach Rehabilitation- Heise, John {2095 Villa Palms Fort Walton 32547 $7,492.87 [| Rental and Krista Circle Beach Rivera Rehabilitation- Black, Thomas |214 Swaying Pine Crestview 32536 $45,403.20 [| Rental New Construction {Tina Howard 6 Bobolink NE, Unit [Fort Walton [32548 $18,320.00 [| 101 Beach New Construction {William 6 Bobolink NE, Unit |Fort Walton {32548 $18,320.00 [| Stephens 204 Beach New Construction |Sara Ellis 6 Bobolink NE, Unit /|Fort Walton 32548 $18,320.00 [ | 102 Beach New Construction {Claresa 6 Bobolink NE, Unit |Fort Walton 32548 $18,320.00 [| Waters 205 Beach New Construction {Dorthy Watkins/6 Bobolink NE, Unit |Fort Walton 32548 $18,320.00 [| 103 Beach New Construction |Shanita James |6 Bobolink NE, Unit jFort Walton 32548 $18,320.00 [| 104 Beach New Construction |Brandie Hagler |6 Bobolink NE, Unit j|Fort Walton 32548 $18,320.00 [| 105 Beach New Construction |Carelette Blunt |6 Bobolink NE, Unit {Fort Walton 32548 $18,320.00 [| 201 Beach New Construction {Cassandra 6 Bobolink NE, Unit {Fort Walton 32548 $18,320.00 [| Rojas 202 Beach New Construction |Wendy 6 Bobolink NE, Unit [Fort Walton 32548 $18,320.00 [] Roberson 203 Beach Administrative Expenditures Adminstrative Expenses for the administration of the program. (ie salaries and overhead costs). Sub Recipients and Consultants Name ns . Business Type ‘Strategy Covered — Responsibility Program Income ProgramincomeFunds Loan Repayment: $253,265.41 Refinance: Foreclosure: Sale of Property: Interest Eamed: $3,751.65 Other (): Total: Explanation of Recaptured funds Page 8 $257,017.06 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Description se ee Tae ». |Amount_ Total: $.00 Okaloosa County/Fort Walton Bch 2009 Closeout Page 9