ANNUAL REPORT AND LOCAL HOUSING INCENTIVES CERTIFICATION (3)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 N/A and interim years 2014 -2015 and 2015 -2016.
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 �.e0 r\(I1CrC. }`'
p0f Date
Witness Signature Chief Elected Official or Designee Signature
Witness Printed Name
Date
Witness Signature
Witness Printed Name
Or
aLika (k: li'te Date Q/ i
Signature
George N. Cretekos (Mayor)
Name and Title
AT
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.
Title: SHIP Annual Report
Clearwater FY 2014/2015 Interim -1
Form 1
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 1112009
Report Status: Unsubmitted
SHIP Distribution Summary
Homeownership
•
F ' tyKtiz s. ! .
f
U ..
1
Purchase Assistance with
Rehab
$68,862.50
6
14
Rehabilitation - Rental
$101,215.00
2
Purchase Assistance
without Rehab
$33,345.93
9
3
.
.
10
New Construction
$50,120.00
4
$87,500.00
3
Owner Occupied
Rehabilitation
$178,326.33
9
$170,033.03
6
Homeownership Totals:
Rentals
$330,654.76
28
$170,033.03
6
Rental Totals:
Subtotals: $431,869.76
Additional Use of Funds
$101,215.00
Administrative
Homeownership Counseling
Admin From Program Income
Admin From Disaster Funds
3 $111,250.00
31 $281,283.03
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Page 1
6
12
xz >a'i. s's`.rd
' w f
=t a ,,,,,
�„
[
1;� ,
�...
£ 74
��'N
£'
14
Rehabilitation - Rental
$101,215.00
3
$23,750.00
3
21
New Construction- Rental
$87,500.00
3
Rental Totals:
Subtotals: $431,869.76
Additional Use of Funds
$101,215.00
Administrative
Homeownership Counseling
Admin From Program Income
Admin From Disaster Funds
3 $111,250.00
31 $281,283.03
Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund
Page 1
6
12
xz >a'i. s's`.rd
4:C'L %Li9 �: : i. �] ':FZp�
•
State Annual Distribution
$531,261.00
Program Income (Interest)
$7,454.51
Program Income (Payments)
$220,948.53
Recaptured Funds
Disaster Funds
Other Funds
Carryover funds from previous year
$523.46
Total: $760,187.50
Form SHIP AR/2009
67- 37.008(3)(f), FA.C.
Effective Date: 11120.09
* Carry Forward to Next Year: - $5,569.43
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
Mkt .•.41901111 ,
The amount of rent charged for a rental unit based on the unit size complies with the Rent Limits
posted on the Florida Housing website
Recap of Funding Sources for Units Produced ("Leveraging")
" -
.... p ;* ..'*
i ., * ,.:,
, - iiill- ' — .:::•■1
' - :,-; 'i*
'''
.4,T '-';', ,-.:-
„A,1414:0*-
. U .
Extremely Low
$67,476.67
7'4.7,111K4, ;....:7,
' ■
..
14.50%
'
' Oa '' 4 • •
$29,010.63
%..11:'; ''Mr. ' Zi■M.4.
;14,:t ;'
19.27%
Low
$184,061.72
$162,250.13
L: s t
$346,311.85
lOtAiL
uft-3
,....1.111,K;
SHIP Funds Expended
$47,259.49
$110,116.89
14.49%
$431,869.76
13.56%
Public Moneys Expended
.00%
Totals: $431,869.76 $281,283.03 $.00 $713,152.79 93.81%
$447,481.82
14.05%
Private Funds Expended
$2,242,271.00
70.39%
Owner Contribution
$63,687.33
2.00%
Total Value of All Units
$3,185,309.91
100.00%
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
Homeownership
$500,687.79 $531261.00
Construction / Rehabilitation $679,806.86 $531261.00 127.96% 75%
Pro ram Compliance e - Income Set-Asides
. -
..,: ti. -, :g- ' .;-',":,
. . , •
ii
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i ., * ,.:,
, - iiill- ' — .:::•■1
' - :,-; 'i*
- otai' '''ff,...",'
' .
' "
.4,T '-';', ,-.:-
„A,1414:0*-
. U .
Extremely Low
$67,476.67
$42,762.78
$110,239.45
14.50%
Very Low
$117,473.97
$29,010.63
$146,484.60
19.27%
Low
$184,061.72
$162,250.13
$346,311.85
45.56%
Moderate
$62,857.40
$47,259.49
$110,116.89
14.49%
Over 120%-140%
$.00
.00%
Totals: $431,869.76 $281,283.03 $.00 $713,152.79 93.81%
Project Funding for Expended Funds Only
Extremely Low
Very Low
$104,943.97
Low
5
$12,530.00 1
$117,473.97
6
$146,471.72
Moderate
17
$37,590.00 3 $184,061.72
20
$62,857.40
3
$62,857.40
3
Totals:
$381,749.76
27
$50,120.00
4 $431,869.76
31
Page 3
Form SHIP AR/2009
67- 37.008(3)0), F.A.C.
Effective Date: 11 /2009
Form 3
Number of Households /Units Produced
■
3
'Y « . t , M[ ,
•• ■■
. 1Y
,,,. L''�W
rs.rn. ..
<,
f
�xs •rt
.:
j,g
10
,;t:
Purchase Assistance
without Rehab
�.= W.1:7b*
'
1
7 t
.0
Purchase Assistance
without Rehab
Clearwater
Clearwater
_
9
1
10
Purchase Assistance
with Rehab
Clearwater
5
4
5
9
5
Owner Occupied
Rehabilitation
Clearwater
0
4
3
2
9
Rental- Rehabilitation
Clearwater
2
1
New Construction
Clearwater
3
New Construction
Clearwater
4
1
3
4
Totals:
Characteristics /Age (Head of Household
2
6
20
4' . j
�.i r � fa> a (,{
— a
.w. . j 1Y : 3 • L��'li.. ;� t Y
. ,....a..i. <S"i�iFl '_ :" Lo, r < "� .1'+i'i�'Yt
PTV
.eC~.1:..
v x ,,�
3, F in..:'w
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y-a:
�"'y
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� G�
Q a- .fit
„ >;�
�;. . �.
-
�xs •rt
.:
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10
,;t:
Purchase Assistance
without Rehab
Clearwater
1
7
2
Purchase Assistance
with Rehab
Clearwater
1
3
1
- 5
Owner Occupied
Clearwater
5
4
--
9
Rehabilitation
Rental- Rehabilitation
Clearwater
1
2
Rental- Rehabilitation
Clearwater
Clearwater
1
2 3
New Construction
Clearwater
1
3
4
Totals:
Family Size
8
17
` .
t' °t
,{
a ktt i'l
Liam > > t t >
a 'a� > v t"�'
t �. 'y
v- jun
. kf f h tl
�,
y- Sxrc
y
1�
H
y. t.
� �rt
F
y
0 > I
Purchase Assistance
without Rehab
Clearwater
1 {
8
1
10
Purchase Assistance
with Rehab
Clearwater
4
1
5
Owner Occupied
Rehabilitation
Clearwater
5
4
9
Rental- Rehabilitation
Clearwater
1
2
3
New Construction
Clearwater
4
4
Totals:
Race (Head of Household)
Page 4
6
21
31
De
Form SHIP AR/2009
67- 37.006(3)0), PAC.
Effective Date: 1112009
Totals:
14
10
5
1
1
>
,
'Yx. } } �... • !. ..t E
1N>t
1 ^
....
`
t •
---�
�-�---
1�
- +{z r
Y ..
p r
Purchase Assistance
without Rehab
Purchase Assistance
with Rehab
Purchase Assistance
without Rehab
Clearwater
5
1
3
4 7 11
2 3 _ 5
1 _ 1
1
10
Purchase Assistance ,
with Rehab
Clearwater
2
1
1
1
,
5
Owner Occupied
Rehabilitation
Clearwater
4'
5
)
9
Rental - Rehabilitation
Clearwater
1
2
3
New Construction
Clearwater
2
1
1
4
Totals:
14
10
5
1
1
>
,
'Yx. } } �... • !. ..t E
1N>t
1 ^
....
`
t •
---�
�-�---
1�
- +{z r
Y ..
p r
Purchase Assistance
without Rehab
Purchase Assistance
with Rehab
Clearwater
Clearwater
1 1
0
Owner Occupied
Rehabilitation
ilitation
Rental - Rehabilitation
New Construction
Clearwater �-�
Clearwater
Clearwater
4 7 11
2 3 _ 5
1 _ 1
Totals:
6
12
Special Target Groups for Funds Expended (Le. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Form 4
Expended Funds
$431,870.00
Page 5
Page 6
Form SHIP AR/2009
67- 37.008(3Xf), F.A.C.
Effective Date: 11/2009
Form SHIP AR12009
67-37.008(3)ijD, F.A.C.
Effective Date: 1112009
Purchase
Assistance with
Rehab
Purchase
Assistance with
Rehab
Purchase
Assistance with
Rehab
Purchase
Assistance with
Rehab
Purchase
Assistance with
Rehab
Purchase
Assistance without
Rehab
Purchase
Assistance without
Rehab
Purchase
Assistance without
Rehab
Purchase
Assistance without
Rehab
Alex
Novoselov
Purchase
Assistance without
Rehab
Purchase
Assistance without
Rehab
Javier Corona
Purchase
Assistance without
Rehab
McGee
Ruclaiyah
Matthew
Costello
Purchase
Assistance without
Rehab
Chandasiri
Thumbage
Thomas Done
Purchase
Assistance without
Rehab
Purchase
Assistance with
Rehab
Owner Occupied
Rehabilitation
Owner Occupied
Rehabilitation
Owner Occupied
Rehabilitation
Owner Occupied
Rehabilitation
Bassam Musa
Frenchess
Bryant
Pablo
Rodriquez
Luiz Perez
Meagan Stacy
Colin Murray
Aramis
Nicholson
Izabella
Camlet
2034 N. Keene Road
1006 N. Saturn
Avenue
Desiree Soule
Conine
Woodard
Carol
Carstensen
Willie Mae
Merthie
Sheila
Stephens
1106 Grove Street
2062 Sunset Point
Road, #66
2360 Chaucer Street
1118 N. Saturn
Avenue
115 N.Comet
Avenue
1758 Carlisle Street
1445 Union Street
707 Carlton Street
2747 Enterprise
Road E Apt 17
1237 Everglades
Avenue
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
1109 Macrae Avenue
124862 U S Highaway
N 19#302
1239 S. San Remo
Avenue
1008 Mohawk Street
1813 Skyland Drive
1735 N. Martin
Luther King Jr
Clearwater
Clearwater
Clearwater
704 Nicholson Street
Page 7
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
Clearwater
33755
33755
33765
33765
33755
33765
33755
33755
33755
33759
33764
33760
33763
33756
33755
$3,345.00
$3,922.50
$15,840.00
$15,780.00
$3,841.87
$3,190.31
$3,806.25
$3,918.75
$3,791.25
$3,828.75
$3,978.75
$3,948.75
$3,041.25
$15,975.00
$23,145.68
33759 $22,371.85
33755
33755
$11,218.35
$24,510.55
J
a
a
0.
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 1112009
Page 8
Form SHIP AR /2009
67- 37.008(3)(f), F.A.C.
Effective Date: 11 /2009
Owner Occupied
Rehabilitation
Lawrenc
Ladgin
1731 Ridgeway Drive
Clearwater
33755
$13,004.36.
❑
_
Owner Occupied
_Rehabilitation
Owner Occupied
Rehabilitation
Barbara
McQueen
Tynas Curtis
1349 Sandy Lane
1724 N. Washington
Avenue
Clearwater
Clearwater
33755
33755
$19,795.20
$17,046.41
❑
•
Owner Occupied
Rehabilitation
Charles Gill
1725 Greenlee Drive
Clearwater
33755
$19,278.66
❑
Owner Occupied
Rehabilitation
Cynthia
Troutman
312 N. Missouri
Avenue
Clearwater
33755
$27,955.27
❑
New Construction
Aneika Burrell
1304 Milton Street
Clearwater
33756
$12,530.00
`
❑
New Construction
Lillian Lestoric
1300 Milton Street
Clearwater
33756
$12,530.00
❑
New Construction
Yashica
Williams
1308 Milton Street
Clearwater
33756
$12,530.00
❑
New Construction
William Negron
1312 Milton Street
Clearwater
33756
$12,530.00
❑
Rehabilitation-
Rental
Florine Atkins
1450 S. Martin
Luther King Jr. Ave
#301
Clearwater
33756
$33,738.33
•
_
Rehabilitation-
Rental
Patricia
Redding
'1450 S. Martin
Luther King Jr. Ave
#401
Clearwater
33756
$33,738.33
❑
Rehabilitation-
Rental
William
Campbell
1450 S. Martin
Luther King Jr_ #408
Clearwater
33756
$33,738.34
❑
_
Clearwater 2014 Interim -1
Form 5
Page 9
Form SHIP ARl2009
67- 37.008(3)0, F.A.C.
Effective Date: 1112009
Special Needs Breakdown
SNIP Expended and Encumbered for Special Needs Applicants
Spe
1 Purchase Assistance with Rehab
2
10
3
14
Purchase Assistance without Rehab
New Construction
Owner Occupied Rehabilitation
Rehabilitation - Rental
$3,190.31
$12,530.00
$144,736.07
$101,215.00
1
1
7
3
$108,607.40
3�ir.
PA . YSL��rr ♦ FC
t
� -ip a3..1.. n .
�y .t? �>
y ! y' AL -
..2d.,. few ....::
NL ♦ 8 LE
l
v. L-r
1�
µ*'. Z+'�`". `
i
.
x 1i.;
x
...
(2) Purchase Assistance
without Rehab
Receiving Social Security
Disability insurance
$3,190.31
1
(3) Owner Occupied
Rehabilitation
Receiving Veterans
Disability Benefits
$19,278.66
1
$19,012.78
1
(3) Owner Occupied
,Condition
Person with Disabling
(not DD)
$27,955.27
1
$15,369.49
1
`Rehabilitation
(3) Owner Occupied
Rehabilitation
Receiving Social Security
Disability insurance
$17,046.41
,
1
$42,335.13
1
(3) Owner Occupied
Rehabilitation
Receiving Social Security
Disability Insurance
$23,145.68
1
$31,890.00
1
(3) Owner Occupied
Rehabilitation
Receiving Social Security
Disability Insurance
$24,510.55
1
(3) Owner Occupied
Rehabilitation
Person with Disabling
Condition (not DD)
$19,795.20
1
(3) Owner Occupied
Rehabilitation
Person with Disabling
(not DD)
$13,004.30
1
(14) Rehabilitation- Rental
,Condition
Person with Disabling
Condition (not DD)
$33,738.33
1
(14) Rehabilitation - Rental
Person with Disabling
Condition (not DD)
$33,738.33
1
(14) Rehabilitation- Rental
Person with Disabling
(not OD)
$33,738.34
1
(10) New Construction
,Condition
Receiving Social Security
Disability insurance
$12,530.00
1
_
Page 10
Form SHIP AR/2009
67- 37.008(3Xf), F.A.C.
Effective Date: 11/2009
LG Submitted Comments:
Page 11
Title: SHIP Annual Report
Clearwater FY 2015/2016 Interim -2
Form 1
SHIP Distribution Summary
Homeownership
Form SHIP AR/2009
67- 37.008(3X1), P.A.C.
Effective Date: 11/2009
Report Status: Unsubnfitted
2
3
10
Purchase Assistance with
Rehab
Purchase Assistance
without Rehab
Owner Occupied
Rehabilitation
New Construction
$50,000.00
$50,000.00
3
$280,000.00
3
6
$46,000.001 1
Homeownership Totals:
$426,000.00 13
Rental Totals:
Subtotals:
Additional Use of Funds
Administrative
Homeownership Counseling
Admin From Program Income
Admin From Disaster Funds
$596,884.79
Total Revenue (Actual andlor Anticipated) for Local SHIP Trust Fund
Page 1
3 3!4 ^: •
1 C 'S z° ; ♦.
I� �
it
S
.. .. ::
jey
; %�
14
A
Rehabilitation - Rental
$60,884.79
3
21
New Construction- Rental
$110,000.00
£...s. AA• 9A
3
..
Rental Totals:
Subtotals:
Additional Use of Funds
Administrative
Homeownership Counseling
Admin From Program Income
Admin From Disaster Funds
$596,884.79
Total Revenue (Actual andlor Anticipated) for Local SHIP Trust Fund
Page 1
...._ .
. « .r,
... ...
,.
State Annual Distribution
$533,352.00
Program Income (Interest)
$11,817.86
Program Income (Payments)
$117,063.63
Recaptured Funds
Disaster Funds
Other Funds
-
Carryover funds from previous year
- $5,569.43
Total:
$656,664.06
Form SHIP AR/2009
67- 37,008(3M, F.A.C.
Effective Date: 11/2009
* 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)0), F.A.C.
Effective Date: 1112009
Rental Unit Information
,*1
The amount of rent charged for a rental unit based on the unit size complies with the Rent Limits
posted on the Florida Housing website
Recap of Funding Sources for Units Produced ("Leveraging")
SHIP Funds Expended
Public Moneys Expended
Private Funds Expended
Owner Contribution
Total Value of All Units
$.00
NaN
NaN
NaN
NaN
SHIP Program Compliance Summary - Home Ownership/Construction/Rehab
Homeownership
$426,000.00 $533,352.00
79.87% 65%
Construction / Rehabilitation $546,884.79 $533,352.00 102.54% 75%
Program Compliance - Income Set-Asides
,
Extremely Low
Very Low
Low
Moderate
Over 120%-140%
Totals:
15.23%
34.42%
$100,000.00 $100,000.00 15.23%
$.00
$596,884.79 $596,884.79 90.90%
$.00 $.00
Project Funding for Expended Funds Only
.00%
Extremely Low
Very Low
$.00
$.00
0
Low
$.00
0
Moderate
Totals: $.00
Page 3
$.00
$.00
$.00
0
Form SHIP AR/2009
67- 37.008(3)(f), F.A.C.
Effective Date: 1112009
Form 3
Number of Households /Units Produced
Totals:
Characteristics /Age (Head of Household)
0
Family Size
Totals:
Totals:
Race (Head of Household)
0
0
e
.. YttS
•5 N
1
IR
i
r.cz
dig
F
1
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34^MM�'�i...
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-7....a
..
.� ,,
S
.<.
.ski
!' _.d•R.Ssi...a.....
t
Cr
ylxr<,t...�-
Totals:
Characteristics /Age (Head of Household)
0
Family Size
Totals:
Totals:
Race (Head of Household)
0
0
e
.. YttS
•5 N
1
IR
i
r.cz
! ltt4
F
1
i «:ae�.V71Ff..i...
•
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7( ji.KY i
34^MM�'�i...
y1 J:fp
J,.. " ♦.-
Totals:
Demographics An Member of Household
0
%
L
.
t
;
:..t
p
r
'
SR
S
I1.
•
l
r
,
t: .
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34^MM�'�i...
G
Totals:
Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement,
fire fighters, etc.) Set Aside
Form 4
Page 4
0
Form SHIP AR/2009
67- 37.008(3Xf), F.A.C.
Effective Date; 11/2009
Expended Funds
Clearwater 2015 Interim -2
Form 5
Special Needs Breakdown
SHIP Expended and Encumbered for Special Needs Applicants
t H t 7 �
it 3 i ; a lk, q 3•10iy 44 r wye -.3� t r..v..�
s 7 isy� t c tilt 1,1 Z
aa � � �. •'T�_. t+ � t , ..: w ! gcti� ?•'. fi � �i11 !Fw
ch �Y
1 Purchase Assistance with Rehab ' "
ch
2 Purchase Assistance without Rehab , '
3 Owner Occupied Rehabilitation ' 1
14 Rehabilitation- Rental ' 1
IMSEEEM
Page 5
Farts SHIP Aft/2009
67- 37.008(3)(f), FA.C.
Effective Date: 11/2009
LG Submitted Comments:
Page 6