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ANNUAL REPORT AND LOCAL HOUSING INCENTIVES CERTIFICATION (6)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 2015-2016 and interim years 2016-2017 and 2017-2018. 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 - eteor kt Cre.\."O f Date 9/4 -ii d Witness Signature Chief Elected Official or Designee Signature George N. Cretekos (Mayor Witness Printed Name Name and Title Witness Signature Witness Printed Name Or Signature Date 420.9075(10) Each county or eligible municipality shall submit to the corpo . . '. • eptember 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 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Clearwater FY 2015/2016 Closeout Page 1 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 $44,823.75 6 2 Purchase Assistance without Rehab $31,646.25 8 3 Owner Occupied $490,174.99 Rehabilitation 17 10 New Construction $48,739.45 2 Homeownership Totals: $615,384.44 33 Rentals Rental Totals: Subtotals: $615,384.44 33 Additional Use of Funds Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds $53,335.20 $6,436.92 rop Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund State Annual Distribution Program Income (Interest) Program Income (Payments) Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year $533,352.00 $11,817.86 $117,063.63 -$578.46 Total: $661,655.03 * Carry Forward to Next Year: -$13,501.53 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 2 Page 3 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 Rental Unit Information U No rental strategies are in use Recap of Funding Sources for Units Produced ("Leveraging") SHIP Funds Expended Public Moneys Expended Private Funds Expended Owner Contribution Total Value of All Units $615,384.44 $377,734.82 $1,253,459.00 $244,569.12 $2,491,147.38 24.70% 15.16% 50.32% 9.82% 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab Homeownership $615,384.44 $533,352.00 115.38% 65% Construction / Rehabilitation $583,738.19 $533,352.00 109.45% 75% Program Compliance - Income Set -Asides Extremely Low $97,927.48 $97,927.48 14.80% Very Low $251,468.51 $251,468.51 38.01% Low $201,932.57 $201,932.57 30.52% Moderate $64,055.88 $64,055.88 9.68% Over 120%-140% $.00 .00% Totals: $615,384.44 $.00 $.00 $615,384.44 93.01% Project Funding for Expended Funds Only Extremely Low $97,927.48 3 $97,927.48 3 Very Low $251,468.51 9 $251,468.51 9 Low $201,932.57 19 $201,932.57 19 Moderate $64,055.88 2 $64,055.88 2 Totals: $615,384.44 33 $.00 0 $615,384.44 33 Page 4 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 with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation New Construction Clearwater Clearwater Clearwater Clearwater 3 8 1 6 8 4 1 2 6 8 17 2 Totals: Characteristics/Age (Head of Household) 3 9 19 2 33 Purchase Assistance with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation New Construction Clearwater Clearwater Clearwater Clearwater 3 1 2 3 1 4 8 1 1 9 6 8 17 2 Totals: Family Size 4 6 13 10 Purchase Assistance with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation New Construction Clearwater Clearwater Clearwater Clearwater 3 5 14 2 3 3 2 1 0 6 8 17 2 Totals: Race (Head of Household) 22 10 1 33 33 Purchase Assistance with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation Clearwater Clearwater Clearwater 3 2 1 6 8 8 10 7 17 Page 5 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 New Construction Clearwater 1 1 2 Totals: Demographics (Any Member of Household) 21 10 2 33 Purchase Assistance with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation New Construction Clearwater Clearwater Clearwater Clearwater 1 1 9 2 5 2 1 14 1 Totals: 1 10 7 Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside Form 4 18 Status of Incentive Strategies Incentive Strategy: The City of Cleawater has prepared its Local Housing Assistant Plan (LHAP) for fiscal years 2015-2018 that is consistent with the Florida Statutes and the Florida Administrative codes (FAC). The housing incentives contained in the City's LHAP include but are not limited to: Expedited Permit Ongoing Review Process The allowance of flexibility in densities The reduction of parking and setback requirements The allowance of flexible lot configuration, including zero -lot -line configuration for affordable housing The support of development near transportation hubs, and major employment centers and mixed-use developments. Adopting Ordinance or Resolution Number or identify local policy: Resolution No. 15-05 Implementation Schedule (Date): 7/1/2015 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 being met and continue to be evaluated to improve efficiency. Page 6 Page 7 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 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: Homeless Emergency Project provides emergency shelter to individuals and families who are homeless through an integrated system of care that will improve the quality of life of person experiencing homelessness. Tampa Bay Community Development Corporation and Clearwater Neighborhood Housing Services provide homebuyer counseling to individuals and families desiring to purchase a home in Clearwater. Pinellas Opportunity Council through their Chore Services Program, promotes better livable opportunities by providing services to the elderly and the frail elderly. These 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 GulfCoast Florida, Inc. operates a program called "A Turning Point". A Turning Point provides assistance to homeless persons who suffer from substance abuse disorders or co-occurring substance abuse and mental disorders. Youth Leadership Partnership is offered through Intercultural Advocacy Institute. This Organization provides mentorship and guidance in the Hispanic Community to develop resiliency, problem solving skills and a commitment to higher education to ensure success through high school and post K-12 education. Other Accomplishments The City of Clearwater takes pride in providing support services that are needed and are utilized by its residents. These services range from yard and in-home clean-up provided by Chore Services for the elderly and special needs residents of Clearwater to providing education to prospective homebuyers. Ms. Molly Kuklovic, an elderly special needs woman, needed help in addressing repairs to her dwelling that she was unable to afford due to health issues that she was battling. One of her medical providers was aware of the city's State Housing Initiatives Partnership (SHIP) funding. The city diligently markets its housing programs through its website, quarterly newsletters known as Connections, inserts in its utility billings and regular press releases. According to Ms. Kuklovic, her medical provider advised her to call and inquire about the rehabilitation of her home. Ms. Kuklovic was desperate to address the current condition of her dwelling. She was experiencing mold and mildew in the dwelling because of the numerous roof leaks, so instead of calling the city for information, Ms. Molly took a medical cab to the city to obtain information regarding the help she needed to address her current living environment. Staff took notice of the client's medical situation and provided her with a list of what was required to complete that application for assistance. Staff also advised the client that instead of traveling to the office to complete the application they would schedule a home visit to complete the application. At the initial visit at her house to complete the application, the homeowner asked if the program would assist with the clean-up of her property. She was advised that the city partners with a wide range of support services. Staff also advised the homeowner that they would call Chore Services who would provide assistance with the cleaning of the interior and exterior of the dwelling. The homeowner was elated to know that her yard debris would be addressed. The homeowner also promised that she would work with a yard person who would be responsible for needed maintenance. Ms. Kuklovic was approved for and had her roof replaced, electrical system upgraded and many other code related repairs addressed. Ms. Kuklovic's name was also submitted to the Paint Your Heart Out Clearwater (PYHOC) list which city staff work in conjunction with businesses around the Tampa Bay area to paint 15-20 homes in Clearwater for low -to moderate -income seniors, single parents and residents with special needs. Ms. Kuklovic's home was pressured washed and painted through the PYHOC program along with the roof repair and other code related items that were addressed through the city's housing rehabilitation program. The homeowner was impressed and grateful on how her living environment had changed for the better through the city and its support services. Availability for Public Inspection and Comments The City's Annual Report was made available for public inspection and comments at the Housing Division located at City Hall. Notice to the public of the availability of the report was given by news paper advertisement in the Tampa Bay Times. Homeownership Default & Foreclosure Mortgage Foreclosures A. Very low income households in foreclosure: 0 B. Low income households in foreclosure: 0 Page 8 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Page 9 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 C. Moderate households in foreclosure: 0 Foreclosed Loans Life -to -date: 19 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: 2 C. Moderate households in default: 1 Defaulted Loans Life -to -date: 24 SHIP Program Default Percentage Rate Life to Date: 5 Welfare to Work Programs N/A Strategies and Production Costs Purchase Assistance with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation New Construction $7,470.63 $3,955.78 $28,833.82 $24,369.73 Expended Funds Total Unit Count: 33 Total Expended Amount: $615,384.00 Purchase Assistance with Rehab Isuf Balovski 1587 Eunice Lane Clearwater 33756 $3,971.25 Purchase Assistance with Rehab David Ramon Sanchez 508 N. Duncan Avenue Clearwate 33755 $3,982.50 Purchase Assistance with Rehab Gertrude Coppenrath 1718 E. Druid Road Clearwater 33756 $3,750.00 Purchase Assistance with Rehab Deedra Small 1530 S. Washington Avenue Clearwater 33756 $20,525.00 Purchase Assistance with Rehab Melody Bass 1608 Carlos Avenue Clearwater 33755 $7,345.00 Purchase Assistance with Rehab Holovanova, Nataliia 1546 Illinois Road Clearwater 33756 $5,250.00 Page 10 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Purchase Assistance without Rehab Janvrin, Steven 2056 Sunset Point Road #21 Clearwater 33765 $3,750.00 Purchase Assistance without Rehab Van T. Williams 608 Brookside Drive Clearwater 33764 $4,012.50 Purchase Assistance without Rehab Andrew Smokier 2901 Brigadoon Drive Clearwater 33759 $3,825.00 Purchase Assistance without Rehab Angela Marlette 601 N. Hercules Avenue, #1504 Clearwater 33765 $2,475.00 Purchase Assistance without Rehab Shae Owen 601 Hercules Avenue #608 Clearwater 33765 $3,750.00 Purchase Assistance without Rehab William Doyle 904 Tuskawilla Street Clearwater 33756 $5,332.50 Purchase Assistance without Rehab Judith Carlson 1457 Normandy Park Dr, #6 Clearwater 33756 $5,460.00 Purchase Assistance without Rehab Izabella Camlet 24862 US Highway 19 N. #302 Clearwater 33763 $3,041.25 Owner Occupied Rehabilitation Mary Sanders 1008 Hart Street Clearwater 33755 $19,579.18 Owner Occupied Rehabilitation Boyd Hall 1357 Springdale Street Clearwater 33755 $14,192.05 Owner Occupied Rehabilitation Gerri Raymond 661 Fairwood Forest Drive Clearwater 33759 $19,169.43 Owner Occupied Rehabilitation Terry Smith 1523 S. Fredrica Avenue Clearwater 33756 $19,281.03 Owner Occupied Rehabilitation Carolyn Monroe 1500 Bonair Street Clearwater 33755 $28,508.50 Owner Occupied Rehabilitation Dolores Collard Hinds 212 S. Aurora Avenue Clearwater 33765 $17,399.75 Owner Occupied Rehabilitation L V Smiley 707 Vine Avenue Clearwater 33755 $42,838.13 Owner Occupied Rehabilitation Mary Kuklovic 1391 Boylan Avenue Clearwater 33756 $41,927.30 Owner Occupied Rehabilitation Eddie Allen 1652 Grove Street Clearwater 33755 $15,694.85 Owner Occupied Rehabilitation Dorothy Matthews 155 Elizabeth Avenue Clearwater 33759 $27,357.35 Owner Occupied Rehabilitation Kenneth Pitts 1784 Harbor Drive Clearwater 33755 $32,008.63 Owner Occupied Rehabilitation William Seidman 1412 Nelson Avenue Clearwater 33755 $25,729.68 Owner Occupied Rehabilitation Maureen Swanson 1248 Bellevue Blvd Clearwater 33756 $36,747.28 Owner Occupied Rehabilitation Miriam Wyns Longland 1664 Cleveland Street Clearwater 33755 $32,315.00 Owner Occupied Rehabilitation Brenda Thomas 1341 Parkwood Street Clearwater 33755 $36,698.53 Page 11 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Owner Occupied Rehabilitation Frederick Sarver 1460 Pine Street Clearwater 33756 $37,689.60 Owner Occupied Rehabilitation Charlotte Monlyn 1353 Parkwood Street Clearwater 33755 $43,038.70 New Construction Cherise Sarnoff 1407 Kings Highway Clearwater 33755 $23,332.71 New Construction Georgina Amezquita 1630 N. Washington Avenue Clearwater 33755 $25,406.74 Administrative Expenditures Salaries $59,772.12 Sub Recipients and Consultants Clearwater Neighborhood Non Profit Housing Services Down Payment Assistance Administration of the city's Down Payment and Closing Cost Assistance program Tampa Bay Community Development Corporation Non Profit Down payment Assistance Administration of the city's Down Payment and Closing Cost Assistance program NOVA Engineering Engineering Company Down Payment Assistance, Owner Occupied Rehabilitation, New Construction, Rental Rehabilitation/New Construction Construction Inspections Program Income Loan Repayment: Refinance: Foreclosure: Sale of Property: Interest Earned: Other 0: $75,523.37 $14,000.00 $27,540.26 $11,817.86 Total: Explanation of Recaptured funds $128,881.49 Total: Page 12 $.00 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Rental Developments Single Family Area Purchase Price The average area purchase price of single family units: Or Not Applicable Clearwater 2015 Closeout 106,707.00 Form 5 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants 1 2 3 10 Purchase Assistance with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation New Construction 1 1 1 $6,300.00 $150,135.41 $23,332.71 2 5 1 Special Needs Category Breakdown by Strategy (2) Purchase Assistance without Rehab (2) Purchase Assistance without Rehab (3) Owner Occupied Rehabilitation (3) Owner Occupied Rehabilitation (3) Owner Occupied Rehabilitation (3) Owner Occupied Rehabilitation (3) Owner Occupied Rehabilitation (10) New Construction Receiving Social Security Disability Insurance Receiving Social Security Disability Insurance Person with Disabling Condition (not DD) Receiving Social Security Disability Insurance Person with Disabling Condition (not DD) Receiving Social Security Disability Insurance Receiving Social Security Disability Insurance Developmental Disabilities $3,825.00 $2,475.00 $19,579.18 $14,192.05 $41,927.30 $36,747.28 $37,689.60 $23,332.71 1 1 1 1 1 1 1 1 Provide a description of efforts to reduce homelessness: The City of Clearwater supports local social service providers who address the root cause of homelessness. The city contributes to five Continuum of Care providers in Pinellas County who serve Homeless individuals and families and also contributes to Pinellas County Homeless Leadership Board: the HLB is the leadership organization in ending homelessness in Pinellas County working with the local service providers. The city has initiated and maintains a comprehensive, holistic approach and has informed a Homeless Committee that consists of directors and staff who frequently address the needs and impact of the homeless population. Page 13 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 LG Submitted Comments: Page 14 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Clearwater FY 2016/2017 Interim -1 Form 1 SHIP Distribution Summary: Homeownership 1 Purchase Assistance with Rehab $21,360.00 1 2 Purchase Assistance without Rehab $6,250.00 1 3 Owner Occupied Rehabilitation $44,800.50 1 $122,094.92 3 5 Disaster Repair/Mitigation $3,184.00 1 10 New Construction $309,831.65 12 Homeownership Totals: Rentals $69,344.50 3 $438,176.57 16 14 Rental -Rehabilitation 21 New Construction $305,795.73 11 $75,000.00 2 Rental Totals: Subtotals: $69,344.50 3 $818,972.30 29 Additional Use of Funds $380,795.73 13 Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund Page 1 State Annual Distribution Program Income (Interest) Program Income (Payments) Recaptured Funds Disaster Funds Other Funds Carryover funds from previous year $722,636.00 $19,936.55 $199,823.65 -$13,501.53 Total: $928,894.67 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 * Carry Forward to Next Year: -$42,450.25 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 v 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 $69,344.50 $9,927.75 $113,600.00 $2,540.41 $195,412.66 35.49% 5.08% 58.13% 1.30% 100.00% SHIP Program Compliance Summary - Home Ownership/Construction/Rehab Homeownership $468,270.57 $706,895.00 66.24% 65% Construction / Rehabilitation $807,262.30 $706,895.00 114.20% 75% Program Compliance - Income Set -Asides Extremely Low $3,184.00 $3,184.00 .35% Very Low $466,582.45 $466,582.45 51.10% Low $352,389.85 $352,389.85 38.59% Moderate $66,160.50 $66,160.50 7.25% Over 120%-140% $.00 .00% Totals: $69,344.50 $818,972.30 $.00 $888,316.80 97.28% Project Funding for Expended Funds Only Extremely Low $3,184.00 1 $3,184.00 1 Very Low $.00 0 Low $.00 0 Moderate $66,160.50 2 $66,160.50 2 Totals: $66,160.50 2 $3,184.00 1 $69,344.50 3 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 Owner Occupied Rehabilitation Disaster Repair/Mitigation Purchase Assistance with Rehab Clearwater Clearwater Clearwater 1 1 1 1 1 1 Totals: Characteristics/Age (Head of Household) 1 2 3 Owner Occupied Rehabilitation Disaster Repair/Mitigation Purchase Assistance with Rehab Clearwater Clearwater Clearwater 1 1 1 1 1 1 Totals: Family Size 3 Owner Occupied Rehabilitation Disaster Repair/Mitigation Purchase Assistance with Rehab Clearwater Clearwater Clearwater 1 1 1 1 1 1 Totals: Race (Head of Household) 3 3 3 Owner Occupied Rehabilitation Disaster Repair/Mitigation Purchase Assistance with Rehab Clearwater Clearwater Clearwater 1 1 1 1 1 1 Totals: Demographics (Any Member of Household) Page 4 2 1 3 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Owner Occupied Rehabilitation Disaster Repair/Mitigation Purchase Assistance with Rehab Clearwater Clearwater Clearwater 0 0 0 Totals: Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside 0 Form 4 Expended Funds $69,345.00 Owner Occupied Rehabilitation Douglas Johnson 1523 Evergreen Avenue Clearwater 33756 $44,800.50 Disaster Repair/Mitigation Geneva Fisher Humphrey 1345 Sandy Lane Clearwater 33755 $3,184.00 Purchase Assistance with Rehab Judy Dayne 2048 Sunset Grove Lane Clearwater 33765 $21,360.00 Clearwater 2016 Interim -1 Form 5 Page 5 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants 1 2 3 10 14 Purchase Assistance with Rehab Purchase Assistance without Rehab Owner Occupied Rehabilitation New Construction Rental -Rehabilitation 1 1 1 1 Special Needs Category Breakdown by Strategy Provide a description of efforts to reduce homelessness: LG Submitted Comments: Page 6 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Title: SHIP Annual Report Report Status: Unsubmitted Clearwater FY 2017/2018 Interim -2 Form 1 SHIP Distribution Summary: Homeownership 1 Purchase Assistance with Rehab $100,000.00 5 2 Purchase Assistance without Rehab $6,660.00 1 $100,000.00 5 3 Owner Occupied Rehabilitation $51,192.22 1 $294,113.05 7 10 New Construction $90,000.00 2 Homeownership Totals: Rentals $57,852.22 2 $584,113.05 19 14 Rehabilitation -Rental $75,000.00 2 Rental Totals: Subtotals: Additional Use of Funds Administrative Homeownership Counseling Admin From Program Income Admin From Disaster Funds $75,000.00 $132,852.22 Total Revenue (Actual and/or Anticipated) for Local SHIP Trust Fund State Annual Distribution Program Income (Interest) Program Income (Payments) Recaptured Funds Disaster Funds Other Funds $482,265.00 $2,986.41 $335,131.74 Page 1 2 4 $584,113.05 19 Carryover funds from previous year -$42,450.25 Total: $777,932.90 Form SHIP AR/2009 67-37.008(3)(f), 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)(f), F.A.C. Effective Date: 11/2009 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 $641,965.27 $482,265.00 133.11% 65% Construction / Rehabilitation $616,965.27 $482,265.00 127.93% 75% Program Compliance - Income Set -Asides Extremely Low $94,113.05 $94,113.05 12.10% Very Low $75,000.00 $200,000.00 $275,000.00 35.35% Low $57,852.22 $290,000.00 $347,852.22 44.71% Moderate $.00 .00% Over 120%-140% $.00 .00% Totals: $.00 $132,852.22 $584,113.05 $716,965.27 92.16% Project Funding for Expended Funds Only Extremely Low Very Low Low Moderate Totals: $.00 0 $.00 0 $.00 0 $.00 0 $.00 0 $.00 0 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 Totals: Characteristics/Age (Head of Household) 0 Totals: Family Size Totals: Race (Head of Household) 0 0 Totals: Demographics (Any Member of Household) 0 Totals: Special Target Groups for Funds Expended (i.e. teachers, nurses, law enforcement, fire fighters, etc.) Set Aside 0 Form 4 Page 4 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 Form 5 Special Needs Breakdown SHIP Expended and Encumbered for Special Needs Applicants Ia Special Needs Category Breakdown by Strategy Provide a description of efforts to reduce homelessness: Page 5 Form SHIP AR/2009 67-37.008(3)(f), F.A.C. Effective Date: 11/2009 LG Submitted Comments: Page 6