Okaloosa County BOCC — October 20, 2015 — ShipAnnualReport 2012 2013 final 9302015 sla am — 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 2012/2013 Form 1 Page 1  Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 SHIP Distribution Summary Homeownership Expended Encumbered Unencumbered Code Strategy Amount Units Amount Units Amount Units 3 Owner Occupied $68,839.50 3 Rehabilitation 2 Purchase Assistance $22,728.50 3 without Rehabilitation Homeownership Totals: $91,568.00 6 Rentals Expended Encumbered Unencumbered Code Strategy Amount Units Amount Units Amount Units Rental Totals: Subtotals: $91,568.00 6 Additional Use of Funds Use Expended Encumbered Unencumbered Administrative $5,492.34 Homeownership Counseling Admin From Program Income $2,968.51 Admin From Disaster Funds Totals: $100,028.85 6 $.00 $.00 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Source of Funds Amount State Annual Distribution $72,286.00 Program Income (Interest) $2,418.63 Program Income (Payments) $29,685.13 Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year $1,895.52 Total: $106,285.28 * Carry Forward to Next Year: $6,256.43 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. 1 Bed 2 Bed 3 Bed 4 Bed No rental strategies are in use я Recap of Funding Sources for Units Produced ("Leveraging") Source of Funds Produced Amount of Funds Expended to through June 30th for Units Date % of Total Value SHIP Funds Expended $91,568.00 18.85% Public Moneys Expended .00% Private Funds Expended $392,650.00 80.84% Owner Contribution $1,500.00 .31% Total Value of All Units $485,718.00 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab FL Statute Compliance Category SHIP Funds Trust Funds % of Trust Fund Minimum % Homeownership $46,985.90 $72,286.00 65.00% 65% Construction / Rehabilitation $72,286.00 $72,286.00 100.00% 75% Program Compliance - Income Set-Asides Income Category SHIP Funds SHIP Funds SHIP Funds Total of Total Expended Encumbered Unencumbered SHIP Funds Available Funds % * Extremely Low $.00 .00% Very Low $68,839.50 $68,839.50 64.77% Low $22,728.50 $22,728.50 21.38% Moderate $.00 .00% Totals: $91,568.00 $.00 $.00 $91,568.00 86.15% 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 $.00 0 Very Low $68,839.50 3 $68,839.50 3 Low $22,728.50 3 $22,728.50 3 Moderate $.00 0 Totals: $91,568.00 6 $.00 0 $91,568.00 6 Form 3 Page 3  Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Number of Households/Units Produced List Unincorporated and Each Strategy Municipality ELI VLI Low Mod Total Owner Occupied Okaloosa 3 3 Rehabilitation Purchase Assistance Okaloosa 3 3 without Rehabilitation Totals: 3 3 6 Characteristics/Age (Head of Household) List Unincorporated and Each Description Municipality 0 - 25 26 - 40 41 - 61 62+ Total Owner Occupied Okaloosa 1 2 3 Rehabilitation Purchase Assistance Okaloosa 1 2 3 without Rehabilitation Totals: 1 3 2 6 Family Size List Unincorporated and Each 1 2- 4 5+ Description Municipality Person People People Total Owner Occupied Okaloosa 1 1 1 3 Rehabilitation Purchase Assistance Okaloosa 3 3 without Rehabilitation Totals: 1 4 1 6 Race (Head of Household) List Unincorporated and Each Hisp- Amer- Description Municipality White Black anic Asian Indian Other Total Owner Occupied Okaloosa 2 1 3 Rehabilitation Purchase Assistance Okaloosa 3 3 without Rehabilitation Totals: 5 1 6 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 Owner Occupied Okaloosa 0 Rehabilitation Page 4  Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Purchase Assistance Okaloosa 0 without Rehabilitation Totals: 0 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 Status of Incentive Strategies Incentive Strategy: a. Incentive: The processing of approvals of development orders or permits, as defined in s. 163.3164(7) and (8), for affordable