ANNUAL REPORT AND LOCAL HOUSING INCENTIVES CERTIFICATION (2)SHIP AR/02 -1
State Housing Initiatives Partnership (SHIP) Program
Annual Report and Local Housing Incentives Certification
On behalf of City of Clearwater, I hereby certify that:
1. The Annual Report information submitted electronically to Florida Housing Finance Corporation is true
and accurate for the closeout year 2013 -2014.
2. The local housing incentives or local housing incentive plan have been implemented or are in the process
of being implemented. Included, 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: Ms. Terry Malcolm -Smith
Date '"qe...0/1tnCrC \tV4 Date 1 °'14%15
Witness Signature
Chief Elected Official or Designee Signature
George N. Cretekos (Mayor)
Witness Printed Name Name and Title
Date
Witness Signature
Witness Printed Name
Or
yt,LLl ic, 04.1-C Date 10/./i5
Signature
ATTEST (Seal)
fsrABUSNE
AF
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 being implemented pursuant to the adopted
schedule for implementation.
Form 1
Title: SHIP Annual Report
Clearwater FY 2013/2014
Page 1
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Report Status: Unsubmitted
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
SHIP Distribution Summary
Homeownership
1
Purchase Assistance with
Rehab
$41,750.00
5
2
Purchase Assistance
without Rehab
$29,338.75
5
10
New Construction
$46,000.00 4
3 Owner Occupied
Rehabilitation
$163,244.87
10
Homeownership Totals: $280,333.62 24
Rentals
Rental Totals:
Subtotals: $280,333.62 24
Additional Use of Funds
Administrative
Homeownership Counseling
Admin From Program Income
Admin From Disaster Funds
$4,758.72
$12,896.01
Total Revenue (Actual and /or Anticipated) for Local SHIP Trust Fund
State Annual Distribution
$158,624.00
Program Income (Interest)
$3,834.17
Program Income (Payments)
$125,125.96
Recaptured Funds
Disaster Funds
Other Funds
Carryover funds from previous year
$3,213.93
Total: $290,798.06
* Carry Forward to Next Year: - $7,190.29
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
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Form 2
Rental Unit Information
1
No rental strategies are in use
Recap of Funding Sources for Units Produced ( "Leveraging ")
SHIP Funds Expended
$280,333.62
15.67%
Public Moneys Expended
$191,028.50
10.67%
Private Funds Expended
$1,203,727.00
67.26%
Owner Contribution
$114,449.23
6.40%
Total Value of All Units
$1,789,538.35
100.00%
SHIP Program Compliance Summary - Home Ownership /Construction /Rehab
Homeownership
$280,333.62 $158,624.00
176.73% 65%
Construction / Rehabilitation $250,994.87 $158,624.00 158.23% 75%
Program Compliance - Income Set - Asides
Extremely Low $24,984.13
$24,984.13 8.59%
Very Low $96,028.97
$96,028.97 33.02%
Low
$136,092.84
$136,092.84 46.80%
Moderate
$23,227.68
$23,227.68 7.99%
Totals: $280,333.62
$.00
$.00 $280,333.62
96.40%
Project Funding for Expended Funds Only
Extremely Low
$24,984.13
$24,984.13
1
Very Low
$96,028.97
5
$96,028.97 5
Low
$136,092.84
17
$136,092.84 17
Moderate
$23,227.68
1
$23,227.68 1
Totals: $280,333.62
0 $.00 24 $280,333.62 24
Page 3
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Form 3
Number of Households /Units Produced
Purchase Assistance City of Clearwater
with Rehab
Purchase Assistance
without Rehab
City of Clearwater
0
1
4
0
5
New Construction
City of Clearwater
0
0
4
0
4
Owner Occupied
Rehabilitation
Clearwater
1
3
5
1
10
Totals:
Characteristics /Age (Head of Household)
1
5
17
1
24
Purchase Assistance
with Rehab
Purchase Assistance
without Rehab
New Construction
Owner Occupied
Rehabilitation
City of Clearwater
City of Clearwater
City of Clearwater
Clearwater
1
1
3
3
1
2
2
1
3
1
6
5
5
4
10
Totals:
Family Size
1
8
8
7
Purchase Assistance City of Clearwater
with Rehab
5
Purchase Assistance
without Rehab
City of Clearwater
0
5
0
5
New Construction
City of Clearwater
2
1
1
4
Owner Occupied
Rehabilitation
Clearwater
4
6
0
10
Totals:
Race (Head of Household)
9
14
1
24
24
Purchase Assistance
with Rehab
City of Clearwater
Purchase Assistance
without Rehab
City of Clearwater
3
1
1
5
New Construction
City of Clearwater
2
0
1
0
0
1
4
Page 4
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Owner Occupied
Rehabilitation
Clearwater
5
4
1
10
Totals:
Special Needs (Any Member of Househo d)
14
6
3
0
1
24
Purchase Assistance City of Clearwater
with Rehab
Purchase Assistance
without Rehab
New Construction
City of Clearwater
City of Clearwater
Owner Occupied
Rehabilitation
Clearwater
Totals:
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Form 4
Status of Incentive Strategies
Incentive Strategy:
The City of Clearwater has prepared its Local Housing Assistance Plan (LHAP) for fiscal years 2015 -2018 that is
consistence with the Florida Statutes and the Florida Administrative codes (FAC). The housing incentives
contained with the City's LHAP are:
Expedited Permitting
Ongoing Review Process
Adopting Ordinance or Resolution Number or identify local policy:
Resolution Number 15 -05
Implementation Schedule (Date):
'Ongoing
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.):
Both strategies are being met and continue to be evaluated to improve efficiency.
Support Services
Page 5
Page 6
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Support Services are an important element in every community. The City of Clearwater partners with
organizations that provide support services in many areas. The availability of these services may include, but
are not limited to the following:
Fair Housing Counseling provided by Gulf Coast Legal Services, Inc. This organization provides housing
services to help lower income families and individuals to locate and secure permanent, decent and affordable
housing. The program also strives to counsel households on Fair Housing/Tenant Rights.
Gulf Coast Legal also provide legal assistance for low to moderate - income residents of Clearwater who are
experiencing or who have experienced discrimination and or fraud in housing.
Pinellas Opportunity Council through their Chores Services Program, promotes better livable opportunities by
providing services to the elderly and the frail elderly. The services help to alleviate blight and blighting conditions,
reduce crime, and create a sense of pride in their community by providing heavy household cleaning, yard work
and minor repairs.
WestCare Gulf Coast of Florida provides an ovemight facility for homeless persons under the influence of drugs
and alcohol.
Homeless Emergency Project provides shelter, meals, case management, benefit advocacy, life skills training,
vocation, medical, dental, mental health care, substance abuse treatment, transportation and referrals to other
supportive service providers.
Homebuyer counseling to families who desire to purchase a home in Clearwater is offered through Tampa Bay
Community Development Corporation and Community Service Foundation.
The Grace House is another one of our partners who provides eight weeks of shelter and services to families
with children that are homeless or at risk of becoming homeless, with the goal of moving them into sustainable
housing.
Other Accomplishments
The City of Clearwater celebrates Neighborhoods day every year by encouraging communities to hold block
parties in their neighborhoods on the designated day. City leaders and staff members coordinate visits to each
block party giving both the citizens and the City team members an opportunity to meet,socialize and discuss all
aspect of the City of Clearwater. The City and the citizens use this opportunity to create and grow neighborhood
pride and support.
For one community, it was not just about the festivities. These neighbors were not happy about one of the
houses in the neighborhood which had fallen into disrepair. The house was visible to passersby by the various
tarps on the roof along with the buckets, bricks, rocks and other items being used to hold the tarps down. Beside
being blighted, the dwelling was an unsafe structure to the elderly woman living there because some of the
ceilings were falling down.
One of the code enforcement officers made contact with the elderly homeowner whose limited resources
prevented her from addressing the roof situation along with the safety issues within her dwelling. After numerous
contact by the code enforcement department, the homeowner reluctantly gave her permission for the code
enforcement department to forward her information to the Housing Department. The Housing Department
immediately contacted the homeowner who was in no hurry to address the poor condition of her property. With
much perseverance by the housing staff, the homeowner completed the application and consented to all the
required inspections necessary for the rehabilitation of her home.
In February, a new roof was installed, the ceilings were repaired along with all code related items observed in the
dwelling. This project is an great example of neighborhoods and City staff working and communicating for a
better City.
Availability for Public Inspection and Comments
The City's Annual Report was made available for public inspection and comments at the Housing Division
located in City Hall.
Homeownership Default & Foreclosure
Mortgage Foreclosures
A. Very low income households in foreclosure: 1
B. Low income households in foreclosure: 3
C. Moderate households in foreclosure: 0
Foreclosed Loans Life -to -date: 18
Page 7
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Page 8
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
SHIP Program Foreclosure Percentage Rate Life to Date: 5
Mortgage Defaults
A. Very low income households in default: 1
B. Low income households in default: 3
C. Moderate households in default: 0
Defaulted Loans Life -to -date: 18
SHIP Program Default Percentage Rate Life to Date: 5
Welfare to Work Programs
IN /A
Strategies and Production Costs
Purchase Assistance with Rehab
$8,350.00
Purchase Assistance without Rehab
$5,867.75
New Construction
$11,500.00
Owner Occupied Rehabilitation
$16,324.48
Expended Funds
Total Unit Count: 24 Total Expended Amount:
$280,334.00
Purchase
Assistance with
Rehab
Tatjana Kraja
1312 Belleair Road
Clearwater
33756
$14,390.00
❑
Purchase
Assistance with
Rehab
Mandiej
Caldwell
200 S. Aurora
Avenue
Clearwater
33765
$3,922.50
❑
Purchase
Assistance with
Rehab
Olta Jazxhi
2070 Druid Park
Drive North
Clearwater
33764
$3,925.00
❑
Purchase
Assistance with
Rehab
Rugaiyah
McGee
1106 Grove Street
Clearwater
33755
$3,922.50
❑
Purchase
Assistance with
Rehab
Diane Merlino
838 Woodlawn
Street
Clearwater
33756
$15,590.00
❑
Purchase
Assistance without
Rehab
Andrea Ewing
Watson
625 Fairmont Street
Clearwater
33755
$3,897.50
❑
Purchase
Assistance without
Rehab
Georgi kostov
2016 N. Keene Road
Clearwater
33755
$3,678.75
❑
Purchase
Assistance without
Rehab
Susan Grimm
2580 Sea Wind Way
Clearwater
33763
$3,806.25
❑
Page 9
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Page 10
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Purchase
Assistance without
Rehab
Annie Samson
914 Nicholson Street
Clearwater
33755
$14,165.00
Purchase
Assistance without
Rehab
Luis Perez
707 Carlton Street
Clearwater
33755
$3,791.25
❑
New Construction
Luis Diaz
125 N. BettyLane
Clearwater
33755
$11,500.00
❑
New Construction
Francine
Mihalinec
1286 Calusa Circle
Clearwater
33755
$11,500.00
❑
New Construction
Souad Alami
1284 Calusa Circle
Clearwater
33755
$11,500.00
❑
New Construction
Trish Renee
Henning
117 N. Betty Lane
Clearwater
33755
$11,500.00
❑
Owner Occupied
Rehabilitation
Geneva Fisher
1345 Sandy lane
Clearwater
33755
$19,652.04
❑
Owner Occupied
Rehabilitation
Bernice Allen
1707 Greenlea Drive
Clearwater
33755
$14,104.08
❑
Owner Occupied
Rehabilitation
Bertha Boone
1532 Long Street
Clearwater
33755
$7,186.64
❑
Owner Occupied
Rehabilitation
Guy Hayes
1411 Chandler
Avenue
Clearwater
33755
$5,422.28
❑
Owner Occupied
Rehabilitation
Loretta Swift
1364 Hibiscus Street
Clearwater
33755
$4,224.24
❑
Owner Occupied
Rehabilitation
Dawn
Ploughman
6 N. Mercury Avenue
Clearwater
33765
$12,273.89
❑
Owner Occupied
Rehabilitation
Arlene Vidette
06 Kilmer Avenue
Clearwater
33764
$23,294.08
❑
Owner Occupied
Rehabilitation
Deborah
Gillespie
905 Casler Avenue
Clearwater
33755
$23,227.68
❑
Owner Occupied
Rehabilitation
Odilis
Marmolejos
1475 Pine Street
Clearwater
33756
$28,875.81
❑
Owner Occupied
Rehabilitation
Mary Jane
Collins
1111 Sunset Point
Road
Clearwater
33755
$24,984.13
❑
Administrative Expenditures
IThe City of Clearwater Administrative Expenditures $17,654.73
Sub Recipients and Consultants
Program Income
Loan Repayment:
$47,756.54
Refinance:
Foreclosure:
Sale of Property:
$77,369.42
Interest Earned:
$3,834.17
Other 0:
Total:
$128,960.13
Page 11
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 1112009
Page 12
Explanation of Recaptured funds
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11/2009
Total:
Rental Developments
Single Family Area Purchase Price
The average area purchase price of single family units:
Or
Not Applicable
$.00
Clearwater 2013 Closeout
114,178.00
Form 5
Special Needs Breakdown
SHIP Expended and Encumbered for Special Needs Applicants
1 Purchase Assistance with Rehab
$3,922.50
2
Purchase Assistance without Rehab
10
New Construction
$23,000.00
2
3
Owner Occupied Rehabilitation
$108,854.10
Special Needs Category Breakdown by Strategy
(1) Purchase Assistance
with Rehab
(10) New Construction
(3) Owner Occupied
Rehabilitation
(3) Owner Occupied
Rehabilitation
(3) Owner Occupied
Rehabilitation
(3) Owner Occupied
Rehabilitation
(3) Owner Occupied
Rehabilitation
(3) Owner Occupied
Rehabilitation
Receiving Social Security
Disability Insurance
Receiving Veterans
Disability Benefits
Receiving Veterans
Disability Benefits
Person with Disabling
Condition (not DD)
Person with Disabling
Condition (not DD)
Receiving Social Security
Disability Insurance
Receiving Social Security
Disability Insurance
Receiving Social Security
Disability Insurance
$24,984.13
Page 13