Item K1
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Division: Monroe County Housing Authority
Department: Special Programs Office
Meeting Date: February 21,2007
Bulk Item: Yes X No
AGENDA ITEM WORDING: A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF
MONROE COUNTY, FLORIDA ADOPTING AN AMENDMENT TO THE MONROE COUNTY LOCAL
DUSING ASSISTANCE PLAN (LHAP) FOR STATE OF FLORIDA FISCAL YEARS 2004-2005, 2005-
2006, 2006-2007, APPROVING THE DELETION OF THE SHARED APPRECIATION PROVISION
FOR PROPERTIES UTILIZING AFFORDABLE HOUSING PERMITS.
ITEM BACKGROUND: The purpose of the proposed amendment is to delete the shared appreciation
provision for properties utilizing Monroe County affordable housing permits since it duplicates in concept the
appreciation restrictions required for properties utilizing affordable housing permits.
PREVIOUS RELEVANT BOCC ACTION: This resolution was approved at the
HOCC Meeting of December 20~ 2006. The attachment was not attached
and the County Attorney has requested that the HaCC ratify their
approval so that the Resolution may be executed by the Mavor and
processed bv the Clerk of the Court.
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATION:
Approval
COST TO COUNTY:
$-0-
$-0-
BUDGETED: Yes No
TOTAL COST:
SOURCE OF FUNDS: N/ A
REVENUE PRODUCING: Yes
No X AMOUNT PER: Month
Year
DOCUIvIENT A TION:
Included X
a ing _ Risk Management_
APPROVED BY:
County Atty. _
DMSION DIRECTOR APPROVAL:
Not Required_
DISPOSITION:
AGENDA ITEM #
~
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: DECEMBER 20. 2006
Division: Monroe County Housing Authority
Bulk Item: Yes X
No
Department: Special Programs Office
AGENDA ITEM WORDING: A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA ADOPTING AN AMENDMENT TO THE
MONROE COUNTY LOCAL HOUSING ASSISTANCE PLAN (LHAP) FOR ST ATE OF FLORIDA
FISCAL YEARS 2004-2005, 2005-2006, 206-2007, APPROVING THE DELETION OF THE
SHARED APPRECIATION PROVISION FOR PROPERTIES UTILIZING AFFORDABLE
HOUSING PERMITS.
ITEM BACKGROUND: The purpose of the proposed amendment is to delete the shared
appreciation provision for properties utilizing affordable housing permits since it duplicates in concept
the appreciation restrictions required for properties utilizing affordable housing permits_
PREVIOUS RELEVANT BOCC ACTION: Approval by Resolution 384-2006 of Amendment 2 to
the Monroe County Local Housing Assistance Plan (LHAP) for State of Florida fiscal years 2004-2005,
2005-2006,2006-2007.
CONTRACT/AGREEMENT .CHANGES:
N/A
STAFF RECOMMENDATION:
Approval
COST TO COUNTY:
$-0-
$-0-
BUDGETED: Yes No
TOTAL COST:
SOURCEOFFDNDS: N/A
REVENUE PRODUCING: Yes
No _X_ AMOUNT PER: Month
Year
APPROVED BY:
O:N.ffi/Purchasing _ Risk Management_
APPROVED BY:
a el Castillo, Sf., Executive Director
Monroe County Housing Authority
DOCUMENTATION:
Included
To Follow
NotRequired_
DISPOSITION:
AGENDA ITEM #
I '
RESOLUTION
629 - 2006
A RESOLUTION OF THE BOARD OF COUNTY COMl\flSSIONERS OF MONROE COUNTY,
FLORIDA APPROVING AN AMENDMENT TO THE MONROE COUNTY LOCAL HOUSING
ASSISTANCE PLAN (LHAP) FOR STATE OF FLORIDA FISCAL YEARS 2004-2005, 2005w2006,
2006-2007 DELETING THE SHARED APPRECIATION PROVISION FOR PROPERTIES
UTILIZING AFFORDABLE HOUSING PERMITS.
WHEREAS, the State Housing Initiatives Partnership (SHIP) Act, SS. 420.907 - 420.9079, Florida Statutes (1992)
and Rule Chapter 67-37, Florida Administrative code, required local governments to develop a Local Housing
Assistance Plan (LHAP) outlining how funds will be used; and,
WHEREAS, the Momoe County's Local Housing Assistance Plan for the State of Florida fiscal years 2004-2005,
2005-2006, 2006-2007 was previously adopted and amended by the Monroe County Board of County
Commissioners and approved by the Florida Housing Finance Corporation; and,
WHEREAS, the Monroe County Housing Authority, Administrator of th~ Monroe County State Housing Initiatives
Partnership (SHIP) Program, is recommending approval of the attached amendment in order to equitably provide for
shared appreciation in the funding of the HOMEBUYER ASSISTANCE STRATEGY, maximizing the public
purpose use of said funds and meet expenditures requirements within F.S. 420.907-420-9079.
NOW, THEREFORE, BE IT RESOL VED, by the Board of County Commissioners of Monroe County, Florida,
that the County hereby:
Approves the Amendment to the Monroe County State Housing Initiatives Partnership (SHIP) Program,
Local Housing Assistance Plan (LHAP), Homebuyer Assistance Strategy, attached hereto as "Exhibit A ",
deleting the Shared Appreciation Provision for properties utilizing affordable housing permits.
PASSED AND ADOPTED, by the Board of County Commissioners of Monroe County, Florida at a regular
meeting of said Board on the 20thday of DeeeDlber, A.D., 2006
BOARD OF COUNTY COMMISSIONERS
OF MONROE COUNTY, FLORIDA
Mayor Di Gennaro
Mayor Pro Tern Spehar
Commissioner McCoy
Commissioner Murphy
Commissioner Nugent
Yes
Yes
By:
Mayor Mario Di Gennaro
....Y.e.s-
Yes
Yes
SEAL
ATTEST:
Approved as to legal sufficiency:
MONROE COUNTY ATTORNEY
~
z::T' . T N
Date CO~~~y
Jf
Name:
Description:
Fiscal Years:
Income Levels:
Selection Criteria:
Type of Assistance:
Recapture:
Shared
Appreciation
Provision:
EXHIBIT 'A'
HOMEBUYER ASSISTANCE
Funding assistance for the purchase or construction of single-family residential
property, including condominiums or townhouses.
2004-2005,2005-2006 and 2006-2007
Very Low, Low and Moderate
Applications accepted from public entItIes and non-profit affordable housing
providers will be ranked in order of greatest amount of leverage funds committed to
the project. Secondary ranking will be in order of receipt of application. Annually,
80% of funds budgeted under this strategy will be set aside for public entities and
non-profit affordable housing providers who have submitted applications during the
annual application cycle. In the event all set aside funds are not committed or
delivery of housing units is delayed, those funds are available for commitment to
,individual applicants who have a valid contract for purchase for "eligible homes" on
a first come/first ready basis.
For-profit entities constructing affordable units utilizing city or county affordable
permits will be considered "public entities".
Applicants who have been determined income eligible for program assistance will be
placed on a waiting list according to their income classification, and will receive
assistance on a first come/first ready basis. Applicants may submit a completed SHIP
application to the Monroe County Housing Authority at anytime, unless the waiting
list is closed or until annual funding is expended.
Mortgage loans to public entities and non-profit affordable housing providers
creating housing for very low and/or low-income households notto exceed $45,000
inclusive of closing costs. Mortgage loans to individual households not to exceed
$45,000 inclusive of closing costs. Mortgage loans will be a deferred payment loan
for a period of thirty (30) years with zero interest.
Due and payable upon sale or transfer of the property, thirty years, or failure to
comply with the terms of the mortgage, whichever comes first.
All SHIP funds under this strategy are subject to a mortgage that shall
contain recapture provisions which provides for shared appreciation
between the buyer(s) and the Monroe County SHIP Program. The amount due
Monroe County upon sale or transfer of the property shall be determined by
calculating the sum of the principal balance of the SHIP loan and 50% of the
appreciated value. The appreciated value shall be the difference between the
purchase price at the time of purchase and the sales price at the time of sale, less the
value of permitted improvements and real estate sales commission.
Other:
. ~ ",
The only exception to this provision shall be those homes built utilizing Affordable
Housing Permits containing provisions limiting the appreciation of the home's
value upon resale which will ensure its continued affordability.
Buyer(s) must contribute a minimum three percent (3%) buyer contribution. Property
must meet minimum health and safety standards as defined under the V.S
Department of Housing and Urban Development's, Housing Quality Standards
(HQS). Any HQS deficiencies must be corrected prior to or as part of the purchase
transaction. In the case of new construction, a Certificate of Occupancy (CO) may be
substituted for the HQS inspection.
Entities and applicants proposing to construct new housing will be required to
provide sufficient evidence of readiness to proceed prior to the issuance of a SHIP
commitment (site control, permit allocation, financial capacity. ..).
Public agencies and/or non-profit affordable housing development organizations will
be required to provide sufficient evidence affordability prior to the issuance of a
SHIP commitment (deed restrictions, affordability criteria, initial sales price, resale
price restrictions, land lease, client selection criteria, construction budget...).
Public agencies and/or non-profit affordable housing development organizations may.
request the SHIP loan be assumed by subsequent buyer(s) if the following conditions
are determined to exist at the time of sale:
L
Prospective buyer meets SHIP income eligibility guidelines for very low or
low income.
The transaction maintains the properties affordabiIity to the prospective
buyer.
Long term affordability criteria are recorded, enforced and for a period not
less than the term ofthe SHIP mortgage and the transaction is consistent with
such affordability criteria.
2.
3.
Mortgage loans to entities, which retain control of the land under the terms of a
ground lease, shall extend to land and improvements.
BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: DECEMBER 20. 2006
Division: Monroe County Housing Authority
Bulk Item: Yes X
No
Department: Special Programs Office
AGENDA ITEM WORDING: A RESOLUTION OF THE BOARD OF COUNTY
COMMISSIONERS OF MONROE COUNTY, FLORIDA ADOPTING AN AMENDMENT TO THE
MONROE COUNTY LOCAL HOUSING ASSISTANCE PLAN (LHAP), HOUSING
REHABlLIT A nON STRATEGY, TO ADD MODERATE INCOME HOUSEHOWS TO THE
ELIGIBLE INCOME LEVELS.
ITEM BACKGROUND: The purpose of this amendment is to add Moderate Income Households to
the eligible income levels due to the damage incurred during the 2005 hurricane season.
PREVIOUS RELEVANT BOCC ACTION: Approval by Resolution of Amendment 2 to the Monroe
County Local Housing Assistance Plan (LHAP) for State of Florida fiscal years 2004-2005, 2005-2006,
2006-2007.
CONTRACT/AGREEMENT CHANGES:
N/A
STAFF RECOMMENDATION:
Approval
TOTAL COST:
$-0-
BUDGETED: Yes No
COST TO COUNTY:
$-0-
SOURCE OF FUNDS: N/A
REVENUE PRODUCING: Yes
No _X_ AMOUNT PER: Month
Year
APPROVED BY:
tt _ OMB/Purchasing _ Risk Management_
APPROVED BY:
uel Castillo, Sr., Executive Director
onroe County Housing Authority
DOCUMENTATION:
Included
To Follow
Not Required_
DISPOSITION:
AGENDA ITEM #
"
~If. .~
RESOLUTION
627 - 2006
A RESOLUTION OF THE BOARD OF COUNTY COMMISSIONERS OF MONROE
COUNTY, FLORIDA APPROVING AN AMENDMENT TO THE MONROE COUNTY
LOCAL HOUSING ASSISTANCE PLAN (LHAP) FOR STATE OF FLORIDA FISCAL
YEARS 2004-2005, 2005-2006, 2006-2007 ADDING MODERA TE INCOME
HOUSEHOLDS TO THE HOUSING REHABILITATION STRATEGY.
WHEREAS, the State Housing Initiatives Partnership (SHIP) Act, SS. 420.907 - 420.9079, Florida Statutes
(1992) andRule Chapter 67-37, Florida Administrative code, required local governments to develop a Local
Housing Assistance Plan (LHAP) outlining how funds will be used; and,
WHEREAS, the Monroe County Local Housing Assistance Plan for the State of Florida fiscal years 2004-
2005, 2005-2006,2006-2007 was previously adopted and amended by the Monroe County Board of County
Commissioners and approved by the Florida Housing Finance Corporation; and,
WHEREAS, the Monroe County Housing Authority, Administrator of the Monroe County State Housing
Initiatives Partnership (SHIP) Program, is recommending approval of the attached amendment in order to
equitably provide for the funding of the HOUSING REHABlLIT ATION STRATEGY, maximizing the public
purpose use of said funds and meet expenditure requirements within FS. 420.907-420-9079.
NOW, THEREFORE, BE IT RESOLVED, by the Board of County Commissioners of Monroe County,
Florida, that the County hereby:
Approves adding Moderate Income Households to the Housing Rehabilitation Strategy of the
Monroe County State Housing Initiatives Partnership (SHIP) Program, Local Housing Assistance
Plan (LHAP), to the eligible income levels to be able to qualify for Monroe County SHIP Program
funding under the LHAP's Housing Rehabilitation Strategy.
PASSED AND ADOPTED, by the Board of County Commissioners of Monroe County, Florida at a regular
meeting of said Board on the 20th day of Decel!lheli A.D., 2006
BOARD OF COUNTY COM:MISSIONERS
OF MONROE COUNTY, FLORIDA
Mayor Di Gennaro
Mayor Pro Tem Spehar
Commissioner McCoy
Commissioner Murphy
Commissioner Nugent
Yes
Yes
~
Yes
By:
Mayor Mario Di Gennaro
Yes
Yes
SEAL
ATTEST:
MONROE COUNTY ATTORNEY
~ZANNE A. HUTTON. .
COt;'~TO%Y
Date ~ /f.
Approved as to legal sufficiency:
cr.:~
EXHffiIT "A"
Name: HOUSING REHABILITATION
Description: Funding assistance for housing rehabilitation.
Fiscal Years: 2004-2005,2005-2006 and 2006-2007
Income Level: Very low, low and Moderate
Selection Criteria: Applications accepted from public entities, non-profit housing_providers and
individual homeowners for rehabilitation of existing housing. Applications
received at initiation of fiscal year application cycle will be ranked/processed
in order of greatest dollar amount of leverage funds committed to the project.
Secondary ranking will be in order of receipt of application. Subsequent
applications processed on first come/first qualified basis until annual funding
expended.
Type of Assistance: Mortgage loans not to exceed $35,000 inclusive of closing costs. Mortgage
loans will be a deferred payment loan for term of twenty (20) years, zero
interest.
Recaptme: Due and payable upon sale or transfer of the property or failure to comply with
the terms of the mortgage.
Other: For the purposes of this strategy rehabilitation is defined as those
improvements necessary for the subject unit to meet the U.S Department of
Housing and Urban Development's Housing Quality Standards (HQS). All
HQS deficiencies must be addressed for units rehabilitated under this strategy.
Any households receiving rehabilitation assistance under this strategy are not
eligible for additional SHIP funding for a period of three (3) years. SHIP
commitments to public/non-profit entities will be committed to provide direct
benefit to eligible persons occupying eligible properties.