File Ref. #094
r;/~ /~ H P"?Y-Jtp/6N(k/(. ~/f1J
CITY OF MIAMI BEACH
DATE:
September 8, 1998
TO:
Sergio Rodriguez, City Manager
Harry S. Mavrogenes, Assistant City Manage~
MigUeI~~~ Housing Coordinator
VIA:
FROM:
SUBJECT:
SHIP Program Annual Report
Attached for your signature is the City's Annual Report for the State Housing Initiatives Partnership
(SHIP) Program for state fiscal years 1995/96, 1996/97, and 1997/98. The Annual Report is a
requirement of the Florida Housing Finance Corporation which funds the SHIP Program. The SHIP
Program Annual Report is to be submitted by September 15, 1998.
HSM/MDC/SKC
Attachment
cc: Steve K. Cumbo, Housing Specialist
SHIPAR98.MEM
,) (\
CITY OF
MIAMI
BEACH
CITY HALL t700 CONVENTION CENTER DRIVE MIAMI BEACH FLORIDA 33139
OFFICE OF THE CITY MANAGER
TELEPHONE: (305) 673-7010
FAX: (305) 673-7782
September 9, 1998
Steve Bennett. Administrator
State Housing Initiatives Partnership (SHIP) Program
Florida Housing Finance Corporation
227 North Bronough Street, Suite 5000
Tallahassee, FL 32301-1329
Re: SHIP PROGRAM ANNUAL REPORT
FISCAL YEARS 1995/96, 1996/97, and 1997/98
Dear Mr Bennett:
The City of Miami Beach hereby submits the State Housing Initiative Partnership (SHIP) Program
Annual Report for Fiscal Years 1995/96, 1996/97, and 19997/98 (as of June 30, 1998). If additional
information is required, please contact Miguell Del Campillo, Housing Coordinator, at (305) 673-
7260.
e 0 Rodriguez
City Manager
SRlMDC
Attachments
c: Harry S. Mavrogenes, Assistant City Manager
Randolph Marks. Assistant Director, Community/Economic Development Department
Miguell Del Campillo, Housing Coordinator
Steven K. Cumbo, Housing Specialist
CM090398.L
Form 1: SHIP DISTRIBUTION SUMMARY
Section 420.9075(9), F.S.
Submittal Date: September 15, 1998
FLORIDA HOUSING FINANCE AGENCY - SHIP PROGRAM ANNUAL REPORT
for State Fiscal Year: 1995-96
NAME OF_LOCAL ENTITY: City of MiamiBeach
TABLE A:
SHIP FUNDS SHIP FUNDS UNENCUMBERED
STRATEGY EXPEN OED ENCUMBERED SHIP FUNDS
DESCRIPTION A B C
Proposed Proposed
Amount Units Amount Units Amount Units
1 Rehabi I itation $245,459 18
- - --- -
2 Rehabilitation & Down Payment 52,286 0
- - -- -- ---
3 New Construction 0 0
--- - _n . --..-
4 Qown Payment Assistance 0 0
- -
5
----- un _ _ _.._ -
6
-------------- -- ---
7
--- ------------ ------- - -- -------- .. -- - ----- un ~---- --
8
Subtotal * $297 745 18 $0 0 $0 0
Home Ownershio Counseling 6763
Admin. from Program Income 0
Administration 33 636
TOTAL $338 144 18 $0 0 $0 0
· This figure must equal the amount for "SHIP Funds Expended" on Form 2, Table B.
TABLE B: Total Revenue (actual and/or anticioated) for Local SHIP Trust Fund
A B C
Amount Percentage
Source of SHIP Funds of Funds of Funds
State Annual Distribution _ _~$3~~,3G~ 99%
~u___ I-------~- -----..------ _ ____u
.er:.C>.gI..~_ll1come uu________uu_ __ __u____J278 1%
1--___________ ______u_______
Recaptured Funds 0
----- -- -----~--~~------- -------------_.- ----..------ -- -_._-----_.._-~
Other Funds 0
-------_.._-----------~~._- ._~-~._--_._~--- "--.---..--- -...-- - -.--.---
(~_clr:ry__()ver funds _fr:()0_e..r~~~()~~.Y~?r:.___ 0
-- --- ------------ ___u______ - __....___.__._n_
Total Funds Deposited into Local
Affordable Housing Trust Fund* $338 144
TABLE C:
~~_~~(r()tal $$_J~()!T1__T '!~J l:!_!\_5=...<:>luf1'l_n s A,_B, & C: $33l3.,1<l4
-
***Enter amount to be carried forward to next year: 0
TOTAL $338 144
.. Must equal Total from Form 1, Table b, Col. B.
.. 'Carry forward is used only in a closeout year when the amount of funds
remaining are not sufficient to fully assist one unit.
The unit assisted is counted in the next fiscal year.
SHIP AR/97-1
FORM 2: Rel1tsand Compliance5ummary
Submi"al Date: September 15, 1998
Section 420.9075Ibl. (c). Id), Ig). F.S.
FLORIDA HOUSING FINANCE CORPORATION. SHIP PROGRAM ANNUAL REPORT
For State Fiscal Year: 1995-96 Name of local Entity: City of Miami Beach
Table A: Rental Unit Information
RENTAL RATES - ACTUAL
(If rents vaT for the samt- unit, enter f(~atest amount)
1
2
_...~._._-------
3
4
5
STRATEGY DESCRIPTION
N/A
Eff.
1 Bed
2 Bed
3 Bed
4 Bed
Table B: Reca of Fundin Sources for Units Produced
Source of Funds for Units
Produced throu h une 30th
~HJf_funds Ex~en~~~
~~blic~on~~ Exp~nd~
~r~~~_F_u_n_<!s~~I>~~~__
Owner E uit
Total Value of All Units
Amount of Funds
Ex ended to Date
$297,745
587,459
572,200
75 607
$1 533 011
Percentage of
Total Value
19%
-~-----------------_.-
38%
_____". _____n_____
37%
____uno_on _u_
5%
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Ta e C: SHIP Proe:ram omollance ummarv - orne wners 101 onstructlOn e a
A B C Fl Statute
ComDliance Catel!orv SHIP Funds ~o of Trust Fun Minimum %
HOME OWNERSHIP $297,745 1--------- 88% 65%
---.....------...- -- -----
CONSTRUCTION/REHABILITATION $297745 88% 75%
Trust Fund equals Distribution plus Recaptured Funds
Table D: Program Compliance. Income Set-Asides
I b f I
(1) Prol!ram Compliance lV Units (I Appl icable)
A B C Column B / Column C
Income Category Units Grand Total Unit Total % of Units
~y-Low_I_~om~_____ ----~ f--- ---- -~._------~
Low Income ---~ ~- ----~
Moderate Income
TOTAL t
(2) Proe:ram ComPI iance t>v Fun s Expended (If Applicable)
A B C % of Total
Trust Fund
Income Catee:orv SHIP $ Expended/Budl!eted Total Trust Fund Distribution Distribution
~,<Jw Income -~~~~ -- --------- $297,745 40%
-- -.---
~-Income~- __ 180,1.23______ _________29]', 7 45 _~_____~_ 60%
-------. "---.----- - H' __...__ -
Moderate Income 0 297745 0%
TOTAL $297745
b d
~Total Trust Fund Distribution~ equals Distribution + Recaptured Funds + Program Income + Carry Over Funds.
T bl E P
F d'
a e : rOlect un rng
Value of N umber of
I ncome Category Mortgages. Mortgages. Value of Number of
loans &. DPls loans &. DPls Grants Grants
Ye!y-L()\VI~o~ $11 Z,~p 6
- ..-- - -- --- - -. - -- --- -
Low Income 18(),123 12
.-- .-.---------.. --- - - ----- -.- -- -- --
Moderate Income 0 0
TOTAL $297745 18
bJ
II
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Ta e F: A owa e A mrnlstratlon Set ASI e rom PrOl!:ram Income
Total Amount of "5% ""10% Total Program Income
Proe:ram Income Maximum Maximum Allowed for Administration
$1 778 $88.90 $177.80 0
. Counties and Eligible Municipalities which receive more than the minimum distribution.
.. Counties and Eligible ,\dunieipaliries which receive the mmirnum distribution or less.
SHIP AR/97-1
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FORM 4: Program Summary
Section 420.9075
Submittal Date: September 15 1998
FLORIDA HOUSING FINANCE CORPORATION
SHIP PROGRAM ANNUAL REPORT - STATE FISCAL YEAR 1995-96
1. Please provide information on the status of the implementation of the Local Housing Incentive
Plan or Incentive Strategy adopted by the local Affordable Housing Assistance Plan.
A(I). Incentive Strategy:
The Affordable Housing definition in the appointing resolution.
B. Adopting Ordinance or Resolution Number or identify local policy:
Resolution No. 96-21939
C. Implementation Schedule (Date):
Upon approval of the Housing Incentives Plan by the City Commission.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on April 2, 1996 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
A(m. Incentive Strategy:
t
The expedited processing of permits for housing projects.
B. Adopting Ordinance or Resolution Number or identify local policy:
Strategy was enacted by administrative action.
C. Implementation Schedule (Date):
Development of the process to implement this strategy was recommended to take place within nine
(9) months of approval of the Housing Incentives Plan.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on February 24, 1997 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
a
A(III). Incentive Strategy:
Process by which the City considers, before adoption, procedures and policies that have a significant
impact on the cost of housing.
B. Adopting Ordinance or Resolution Number or identify local policy:
Strategy was enacted by administrative action.
C. Implementation Schedule (Date):
Development of the process to adopt this strategy was recommended to start upon approval of the
Housing Incentives Plan.
D, Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on February 24, 1997 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
2. Attach a concise description of the support services that are available to the residents of
affordable housing.
The following support services are available to the residents of affordable housing: youth services, child
care, health services, home delivery of meals, and employment training.
3. Attach such other data or unique affordable housing accomplishments considered significant by
your Agency. (Success Stories, newspaper clippings, etc.)
"
4. Describe how the Annual Report was made available for public inspection and comments. Attach
copies of all comments that were received and provide the local government's response.
A draft of the SHIP Program Annual Report was made available for review and comment at the office
of Community/Economic Development Department, 3rd Floor, City Hall 1700 Convention Center
Drive, Miami Beach, FL 33139, beginning September 1, 1998 through September 8, 1998.
See copy of Advertisement announcing its availability. This advertisement was published as follows:
SHIP Annual Report announcement appeared in English in the Miami Herald, Neighbors Section, on
August 27, 1998. (Copy attached)
SHIP Annual Report announcement appeared in Spanish in the Art Deco Tropical, on August 27,
1998. (Copy attached)
No comments were received.
5. Since State fiscal year 1992-93, ~ mortgages have been made to very low income households with ~
in default.
b
Since State fiscal year 1992-93, 12.... mortgages have been made to low income households with JL in
default.
Since State fiscal year 1992-93, ...Q. mortgages have been made to very moderate households with ...Q. in
default.
6. Describe how eligible sponsors (if applicable) that employed personnel from welfare to work
programs were given preference in the local selection process.
Not Applicable
c
CERTIFICATION
On behalf of City of Miami Beach , I hereby state that the information presented
(/'iAiHE OF LOCAL GOI'ERNilvfEVT)
herein is true and accurate as of the date of submission.
;;j2-f~J.
Itness
" .
~'"
__ /7/:7',~ If-~~#!J ---
'Witness I
A~lr ~M ~ Date tf I;!t J
A test (Seal)
Date~
Da71$ Sergio R~driguez. City Manager Date
(Type) Name and Title
--------------------------------------------------------------------
--------------------------------------------------------------------
GENERAL INFORMATION
Name of Person to call regarding the Annual Report Form:
Miguell Del Campillo
Telephone Number: (305) 673-7260
SHIP AR/94-1
Form 1: SHIP DISTRIBUTION SUMMARY
Submittal Date: September 15,1998
Section 420.9075(9), F.S.
FLORIDA HOUSING FINANCE AGENCY - SHIP PROGRAM ANNUAL REPORT
for State Fiscal Year: 1996-97
NAME OF_LO_CAL ENTJTY:_Cityof Miami Beach
TABLE A:
SHIP FUNDS SHIP FUNDS UNENCUMBERED
STRATEGY EXPENDED ENCUMBERED SHIP FUNDS
DESCRIPTION A B C
Proposed Proposed
Amount Units Amount Units Amount Units
1 Rehabi I itation $28Z,093 10
---- ----...-----------..---..- ---- - --- 1--
2_ New Construction 0 0 --
-----'--'-----' -"-- ---- - - -- ---- - -
3 [)o"YnJ)~ym_ent 49!380 2
------- -. ----- - --
4 -------
--.--- ----- ----- -- -- -- -----.,- .---------- ---- -- -~-- - -
5 :
f------------ ------ --- ---------- - -.---------- -- ________n...-___ - - --- -----...-....- ..-.-.- --- .._~._,-.-- --- _..._-- - -.---...------.-- --------- --------
-.-&. ~-------~~--- --- ----- --'- -. ---------.----.----. --- n - n __.________________ ___._________n__ --- --------------- ---- --- --"-'-.
7 f--------------- -----------
---- ___.__n__ M_______.____..~____._ .,.---- n -- - --~----- ..~--------------_._--- -.-- --.- ---------- ---.--'-.'--. .,. .----- ------
8
Subtotal * $0 0 $336 473 12 $0 0
Home Ownershio Counseline 7 597
Admin. from Proeram Income 0
Administration 35 779 0
TOTAL $35 779 0 $344 070 12 $0 0
* This figure must equal the amount for "SHIP Funds Expended" on Form 2, Table B.
TABLE B: Total Revenue (actual and/or anticiDated) for Local SHIP Trust Fund
ABC
Amount Percentage
Source of SHIP Funds of Funds of Funds
~tate Annual Distributian _________ __~~357 293_ ~u_2.io,to_____~___
Pragram Incame 22,056 6%
~~~pturegF~~____~_______ ___-=~-_=_=_O+- - ..~_~=_~_=-= ~
Other Funds 0
----._..._----~---------------_._---_. -----.- -------- -.-..-.---.-.----..-.- -. --- -.-. '--'-----'-' .----
Q!!ry aver ~.!1js fram previ.c?~~.Y~_<l~__~~_____~__Q____________~__
Total Funds Deposited into Local
Affordable HousinQ Trust Fund*
$379849
TABLE C:
Enter Tatal$$ frorn_Ia~~u~-'- Calumns A, B,_ & C: ------.- - $379,84CJ.
** * Enter amount to be carried forward to next year: 0
TOTAL $379,849
** Must equal Total ham Form 7, Table b, Col. B.
* **Carry forward is used only in a closeout year when the amount of funds
remaining are not sufficient to fully assist one unit.
The unit assisted is counted in the next fiscal year.
SHIP AR/97-'
FQRM 2: Rents and Compliance Summary
Submittal Date: September 15, 1998
Section ..20.907 Sib). (e). (dl. (g), F.S.
flORIDA HOUSING FINANCE CORPORATION. SHIP PROGRAM ANNUAL REPORT
For State Fiscal Year: 1996.97 Name of Local Entity: City of Miami Beach
Table A: Rental Unit Information
RENTAL RATES - ACTUAL
(If ff~nts va, for the same unit, enter (patest amount)
STRATEGY DESCRIPTION
N/A
Eft.
1 Bed
2 Bed
3 Bed
4 Bed
1
2
3
4
5
Table B: Reca of Fundin Sources for Units Produced
Source of Funds for Units
Produced throu h une 30th
SH !"-F_ulld.~.E~pended
PUlJli<:~_oneys_.Expended
(Jr!vatj!Funds Expended
Owner E uit
Total Value of All Units
Amount of Funds
Ex ended to Date
o
o
o
o
o
Percentage of
Total Value
o
o
o
o
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Ta e C: SHIP Pro!!:ram omDllance ummarv - Home Owners ip, Construction Re a
A B C FL Statute
Comoliance Catel!orY SHIP Funds Wo of Trust Func Minimum %
HOME OWNERSHIP 1-_.!336,~L_ 94% 65%
~--------- - - ---_.~---_....
CONSTRUCTION/REHABILlT A TION $287.093 76% 75%
Trust Fund equals Distribution plus Recapwred Funds
Table D: Program Compliance - Income Set-Asides
(1) Prol!ram Comoliance by Units (If Aoolicable)
A B C Column B I Column C
Income Cate20rv Units Grand Total Unit Total % of Units
~y!~_~_~n_com~____________ ~---_._.,. -.--- ---- -------'-'- ---------------- -- ..--- ._._.._..._---~-------
Low Income ---- ~---------_.._..__._-".._--
__u_________ -- - -----------_.- -..----. .-.. ----
Moderate Income
TOTAL
(2) Prol!ram Comol iance lY Funds Exoended (If Aoolicable)
A B C % of Total
Trust Fund
Income Catel!orY SHIP $ Expended/Bud2eted Total Trust Fund Distribution Distribution
~ery:..Low J!1come.__ $112,158 _ ___E~-,84_~____________ 30%
- ----- ------- --- -----
Low Income --~~~---_. __----.lZ~8~2._.___ 30%
-~---- -----.-...- ----- .-..---
Moderate Income 112157 379849 30%
TOTAL $336 473
b
-Total Trust Fund Distribution" equals Distribution + Recaptured Funds + Program Income + Carry Over Funds.
bl
d
Ta e E: Proiect Fun iOl~
Value of Number of
Income Category Mortgage~. Mortgages, Value of Number of
toans & OPls Loans & OPLs Grants Grants
Very-Low_'Ilc,Orne un__ ._ - ...
Low Income
_n --
Moderate Income
TOTAL 0 0 0 0
T bl F All
bl Ad . .
S A'd f
P
a e : owa e ministratIon et Sl e rom r02ram ncome
Total Amount of .. 50/0 .... 1 00/0 Total Program Income
Prol!ram Income Maximum Maximum Allowed for Administration
$22 056 $1 102.80 $2,205.60 0
" Counties and Eligible /'\flunicipalities which receive more than the minimum distribution.
"" Counties .:md Eligible Municipalities which receive the minimum disrribution or less.
SHIP AR/97-1
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FORM 4: Program Summary
Section 420.9075
Submittal Date: September 15.1998
FLORIDA HOUSING FINANCE CORPORATION
SHIP PROGRAM ANNUAL REPORT - STATE FISCAL YEAR 1996-97
1. Please provide information on the status of the implementation of the Local Housing Incentive
Plan or Incentive Strategy adopted by the local Affordable Housing Assistance Plan.
A(n. Incentive Strategy:
The Affordable Housing definition in the appointing resolution.
B. Adopting Ordinance or Resolution Number or identify local policy:
Resolution No. 96-21939
C. Implementation Schedule (Date):
Upon approval of the Housing Incentives Plan by the City Commission.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on April 2, 1996 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
AlII). Incentive Strategy:
The expedited processing of permits for housing projects.
B. Adopting Ordinance or Resolution Number or identify local policy:
Strategy was enacted by administrative action.
C. Implementation Schedule (Date):
Development of the process to implement this strategy was recommended to take place within nine
(9) months of approval of the Housing Incentives Plan.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on February 24, 1997 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
a
A(lm. Incentive Strategy:
Process by which the City considers, before adoption, procedures and policies that have a significant
impact on the cost of housing.
B. Adopting Ordinance or Resolution Number or identify local policy:
Strategy was enacted by administrative action.
C. Implementation Schedule (Date):
Development of the process to adopt this strategy was recommended to start upon approval of the
Housing Incentives Plan.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on February 24, 1997 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
2. Attach a concise description of the support services that are available to the residents of
affordable housing.
The following support services are available to the residents of affordable housing: youth services, child
care, health services, home delivery of meals, and employment training.
3. Attach such other data or unique affordable housing accomplishments considered significant by
your Agency. (Success Stories, newspaper clippings, etc.)
4. Describe how the Annual Report was made available for public inspection and comments. Attach
copies of all comments that were received and provide the local government's response.
A draft of the SHIP Program Annual Report was made available for review and comment at the office
of Economic and Community Development Division, 3rd Floor, City Hall 1700 Convention Center
Drive, Miami Beach, FL 33139, beginning September 1, 1998 through September 8, 1998.
See copy of Advertisement announcing its availability. This advertisement was published as follows:
SHIP Annual Report announcement appeared in English in the Miami Herald, Neighbors Section, on
August 27, 1998. (Copy attached)
SHIP Annual Report announcement appeared in Spanish in the Art Deco Tropical, on August 27,
1998. (Copy attached)
No comments were received.
5. Since State fiscal year 1992-93, -2... mortgages have been made to very low income households with JL
in default.
b
Since State fiscal year 1992-93, 12... mortgages have been made to low income households with JL in
default.
Since State fiscal year 1992-93, ...Q.. mortgages have been made to very moderate households with ...Q.. in
default.
6. Describe how eligible sponsors (if applicable) that employed personnel from welfare to work
programs were given preference in the local selection process.
Not Applicable
c
CERTIFICATION
On behalf of City of Miami Beach , I hereby state that the information presented
(NAME OF LOCAL GOVERNMENT)
herein is true and accurate as of the date of submission.
Date ~ c
cted Official or Designee
Date ;1/7 y
, Date ;/;/j./ S rgio Rodriguez. City Manager Date
Witness (Type) Name and Title
~~~rfh~ate 1/r/q;
Attest (Seal) (t
--------------------------------------------------------------------
--------------------------------------------------------------------
GENERAL INFORMATION
Name of Person to call regarding the Annual Report Form:
Miguell Del Campillo
Telephone Number: (305) 673-7260
SHIP AR/94-1
Form 1: SHIP DISTRIBUTION SUMMARY
Submittal Date: September 15, 1998
Section 420.9075(9), F.S.
FLORIDA HOUSING FINANCE AGENCY - SHIP PROGRAM ANNUAL REPORT
for State Fiscal Year: 1997-98
NAMEQFLO_CAL ENTITY: City of MiamLBeach
TABLE A:
SHIP FUNDS SHIP FUNDS UNENCUMBERED
STRATEGY EXPENDED ENCUMBERED SHIP FUNDS
DESCRIPTION A B C
Proposed Proposed
Amount Units Amount Units Amount Units
1 Rehabi I itation $ 26f>,OJ6 9 $20,169 1
~- ---------- -- ~ - I~ ------
2 New Construction 0 0
m _____u_ ~..
3 Down ~ayment 4f>,S4f>_. 2
------------- ------- ----- n ~ ~
4
---- --~ .. ~ - ..
5
--------- .------- - ------_._-~---_..._-_. -,--_.._------ ~- --'-------..-----,---. --- ---- _ _. ..'- -- --------~------- ---~- - '.- .'--
6
-- -------..-- --.-.--- .-,--.--.------- ______.._ ..._ ____n..o____ _.._ --- - --
7
-~ --- -------------- - _________..___..____n____._ -- -------'- u_ _ ------- - -------------------- --- ------- ---------------.- -~-
8
Subtotal * $0 0 $312 582 11 $20 169 1
Home OwnershiD Counseling 6 720
Admin. from Program Income 0
Administration 33 599 0
TOTAL $33 599 0 $319 302 11 $20,169 1
* This Figure must equal the amount for 'SHIP Funds Expended" on Form 2, Table 8.
TABLE B: Total Revenue (actual and/or anticiDated) for Local SHIP Trust Fund
A B C
Amount Percentage
Source of SHIP Funds of Funds of Funds
State Annual Distribution ~j335,9_~'L 90%
- -_.~~--_.. --------
~~g~~rl].1 ncome~___~________ un_____ -~~- -..-- ~_uJl,OZ.~ 10%
-..---.-----.---."--..-- ----------- -. -_._-------
~cap!U..r~~~L FuI],9_~_.... --- a
-------------- - - -- ----....- --.--- ." --_._._~" --_.-- -------
Other Funds 0
~__.______________________._________.__ _..0. -- -------- -- ---- --...--- ------- .... 0"-'- ---..---
c;.arry over funds from previous year 0
.--- -------.- ------ ___u_ ------ ---- ----.....---...-
Total Funds Deposited into Local
Affordable Housing Trust Fund* $373 070
TABLE C:
Enter Total $$fr()Il1Table,A.! <=()Iumns.~-,B!& C: $373,070
* * *Enter amount to be carried forward to next year: $0.00
TOTAL $373070
.. Must equal Total from Form 1, Table b, Col. 8.
.. *Carry forward is used on Iy in a closeout year when the amount of funds
remaining are not sufficient to fully assist one unit.
The unit assisted is counted in the next fiscal year.
SHIP AR/97-1
FQRM 2: Rents and Compliance Summary
Submittal Date: September 15, 1998
Section 420.9075(bJ, (e), (d), (g), F.5.
FLORIDA HOUSING FINANCE CORPORATION - SHIP PROGRAM ANNUAL REPORT
For State Fiscal Year: 1997-98 Name of local Entity: City of Miami Beach
Table A: Rental Unit Information
RENTAL RATES - ACTUAL
(If ff~nts VoJ' for the samp unit, enter (patest amount)
STRATEGY DESCRIPTION
N/A
Eff.
1 Bed
2 Bed
3 Bed
4 Bed
1
2
3
4
5
Table B: Reca of Fundin Sources for Units Produced
Source of Funds for Units
Produced throu h une 30th
~!i.I~_~ul1cl.s.~xJlel1<le<l
"-u'!!i<: _M_oneysi~!'~Il.cl~d __
P!i.v..3_tlO...Funds !~p~l1d~cl._
Owner E uit
Total Value of All Units
Amount of Funds
Ex ended to Date
Percentage of
Total Value
T bl C SHIP P
C
r
S
H
o
h" IC
IR h b
a e : rOlZram omDllance ummarv - orne wners ID, onstructlon e a
A B C FL Statute
Comnliance Catel!orv SHIP Funds Yo of Trust Fum Minimum 0/0
!:f..q~E_OWNERSH!!'...__________ ..__ 1-_ $~32,751 89% 650/0
---_.._-_._..._-~- _ _H ___ - __ _____non ----- . - ~~-_.._.._._.
CONSTRUCTION/REHABI LIT A TION $286.205 77% 75%
Trust Fund equals DisCflburlon plus Recaprured Funds
Table 0: Program Compliance - Income Set-Asides
(1) Prol!ram Compliance bv Units (If Applicable)
A B C Column B / Column C
Income Cateszorv Units Grand Total Unit Total % of Units
Very-Low Income - --..- 1---- -~--------------- ~----~----
Low Income ------- --~-- f---------
.. -~--~_.. -----.-.------------- ---------
Moderate Income
TOTAL
C
r
b F d E
d d f
r bl
(2) Prol!ram omPllance tlV un s xnen e (I ApPllca e)
A B C % of Total
Trust Fund
Income Catelwrv SHIP $ Expended/Budl:eted Total Trust Fund Distribution Distribution
~ery.Low Income -~--'---'- _ $11 0,_2J.z_~___ 373070 30%
..---.-..- _ ___. .._ '__.M'_"'__'" _.~ ""._____"_____ --------.- ---.
~l1co~_______ ~__1J~.!?: __ J23,.o 70.... 30%
"-"-----..--- ------ ---- --- -- ------ -------
Moderate Income 110917 373.070 30%
$332 --------
TOTAL 751
-Total Trust Fund Distribution. equals Distribution + Recaptured Funds + Program Income + Carry Over Funds.
T bl E P
F d'
a e : rOlect un InSZ
Value of Number of
Income Category Mor1&a~es, Mortgages, Value of Number of
loans & OPts Loans & OPts Grants Grants
Very.Lo\V1nc.<Jll1e_ --
Low Income
- ...
Moderate Income
TOTAL
T bl F All
bl
d . .
S A'd f
P
a e : owa e A ministratIOn et Sl e rom roszram ncome
Total Amount of *5% **10% Total Program Income
Prol!ram Income Maximum Maximum Allowed for Administration
$37079.00 $1853.95 $3 707.90 0
.. Counties clnd Eligible MuniCipalities which receive more than the minimum distribution.
.. 1< COflfllies and Eligible Municipalities which receive the minimum distribucion or less.
SHIP AR/97-1
0 0 0 0
CO 1
'" 6
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"t:l ..c ---- ~_._----- -_.-----,
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0 " ..c ..c Cl.I 0
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'" {5 V; .- co: co: Z 0 <(
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0 0 N M Vi
0:: 0::
FORM 4: Program Summary
Section 420.9075
Submittal Date: September 15.1998
FLORIDA HOUSING FINANCE CORPORATION
SHIP PROGRAM ANNUAL REPORT - STATE FISCAL YEAR 1997-98
1. Please provide information on the status of the implementation of the Local Housing Incentive
Plan or Incentive Strategy adopted by the local Affordable Housing Assistance Plan.
A(I). Incentive Strategy:
The Affordable Housing definition in the appointing resolution.
B. Adopting Ordinance or Resolution Number or identify local policy:
Resolution No. 96-21939
C. Implementation Schedule (Date):
Upon approval of the Housing Incentives Plan by the City Commission.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on April 2, 1996 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
A(II). Incentive Strategy:
The expedited processing of permits for housing projects.
B. Adopting Ordinance or Resolution Number or identify local policy:
Strategy was enacted by administrative action.
C. Implementation Schedule (Date):
Development of the process to implement this strategy was recommended to take place within nine
(9) months of approval of the Housing Incentives Plan.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on February 24, 1997 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
a
A(III). Incentive Strategy:
Process by which the City considers, before adoption, procedures and policies that have a significant
impact on the cost of housing.
B. Adopting Ordinance or Resolution Number or identify local policy:
Strategy was enacted by administrative action.
C. Implementation Schedule (Date):
Development of the process to adopt this strategy was recommended to start upon approval of the
Housing Incentives Plan.
D. Has the plan or strategy been implemented? If no, describe steps that will be taken to
implement the plan.
Yes, on February 24, 1997 - see attachments
E. Status of Strategy - (Is the strategy functioning as intended, I.e., are time frames being met,
etc.)
The strategy is functioning as intended.
2. Attach a concise description of the support services that are available to the residents of
affordable housing.
The following support services are available to the residents of affordable housing: youth services, child
care, health services, home delivery of meals, and employment training.
3. Attach such other data or unique affordable housing accomplishments considered significant by
your Agency. (Success Stories, newspaper clippings, etc.) .
t
4. Describe how the Annual Report was made available for public inspection and comments. Attach
copies of all comments that were received and provide the local government's response.
A draft of the SHI P Program Annual Report was made available for review and comment at the office
of Economic and Community Development Division, 3rd Floor, City Hall 1700 Convention Center
Drive, Miami Beach, FL 33139, beginning September 1, 1998 through September 8, 1998.
See copy of Advertisement announcing its availability. This advertisement was published as follows:
SHIP Annual Report announcement appeared in English in the Miami Herald, Neighbors Section, on
August 27, 1998. (Copy attached)
SHIP Annual Report announcement appeared in Spanish in the Art Deco Trooical, on August 27,
1998. (Copy attached)
No comments were received.
5. Since State fiscal year 1992-93, ~ mortgages have been made to very low income households with Jl
in default.
b
Since State fiscal year 1992-93, R mortgages have been made to low income households with ~ in
default.
Since State fiscal year 1992-93, ~ mortgages have been made to very moderate households with ~ in
default.
6. Describe how eligible sponsors (if applicable) that employed personnel from welfare to work
programs were given preference in the local selection process.
Not Applicable
c
CERTIFICATION
On behalf of City of Miami Beach , I hereby state that the information presented
(N,-t'vtE OF LOCAL GOVERNMENT)
herein is true and accurate as of the date of submission.
c
P--/
Date tt'1) "', Sergio Rodriguez. City Manager Date
(Type) Name and Title
Ji'Le1,\ r_~'H.l---Date ~ I c, / C;y
At s (Seal) f
.---=--
Date ~
~.th~<1
Itness
--------------------------------------------------------------------
--------------------------------------------------------------------
GENERAL INFORMATION
Name of Person to call regarding the Annual Report Form:
Miguell Del Campillo
Telephone Number: (305) 673-7260
SHIP AR/94-1
RESOLUTION NO.
96-21939
A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY
OF MIAMI BEACH, FLORIDA, ADOPTING THE CITY OF MIAMI BEACH
LOCAL HOUSING INCENTIVES PLAN FOR TRANSMITTAL TO THE
STATE OF FLORIDA HOUSING FINANCE AGENCY.
WHEREAS, the City of Miami Beach has identified the need for the rehabilitation of its existing
housing stock; and
WHEREAS, the City desires to provide home-ownership opportunities to its residents; and
WHEREAS, in 1992, the William E. Sadowski Affordable Housing Act established the State
Housing Initiatives Partnership (SHIP) Program, administered by the Florida Housing Finance
Agency (FHFA). Program funds derive from set-aside allocations from documentary stamp levies
on real estate transactions and the City of Miami Beach was allocated $336,366 in SHIP for
1995/96, with a similar amount estimated for FY 96-97; and
WHEREAS, on April 12, 1995, the Mayor and City Commission established the Affordable
Housing Advisory Committee (SHIP Committee) as a one-year "sunset" committee through
Ordinance No. 95-2989 and Resolution No. 95-21567; and .
WHEREAS, the Committee's main function was to produce a Local Housing Incentives Plan
for consideration by the City within twelve (12) months of passage of the Ordinance; and
WHEREAS, the Affordable Housing Advisory Committee held public meetings during March
1996 and approved the attached recommended Local Housing Incentives Plan during an
advertised public hearing held on March 21, 1996; and
..
WHEREAS, meetings of the Committee were public meetings where citizen input and
involvement was solicited and considered.
NOW THEREFORE BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE
CITY OF MIAMI BEACH, FLORIDA, that the attached City of Miami Beach Local Housing
Incentives Plan be adopted, as submitted, for transmittal to the State of Florida Housing Finance
Agency .
Passed and adopted this 2nd day of April, 1996.
Attest
8olu.t!- p~
~ rry CLe~K - Rot3erz.-r PA1l..c=.H~
FORM APPRO;,n:u
LEGAL DEPT.
By 1/1 ~~
Date 1-2. f'- 'b
{
CITY OF MIAMI BEACH
MEMORANDUM
DATE:
February 24, 1997
TO:
Dean Grandin, Deputy Director, DDHP
Phil Azan, Director, Building Department
Luis Garcia, Fire Chief, Fire Department
Julio Grave de Peralta, Director, Engineering and Construction Management
AI Childress, Director, C0de Compliance
ADA Coordinator
Jose Garcia-Pedrosa, City Manager PI
Harry S. Mavrogenes. Assistant ciJiAanager~
VIA:
FROM:
SUBJECT: Expedited Processing of Permits for Affordable Housing Projects I
Review Process for City Procedures and Policies that impact the cost
of Housing
The Local Housing Incentives Plan, adopted by the Mayor and City Commission on April
2, 1996 by Resolution Number 96-21939, provides incentives for the development of
affordable housing in Miami Beach.
Incentive: Expedited Processing of Permits for Affordable HousinQ Proiects
In accordance with this incentive, the City gives first priority to processing the plans and
permit applications of affordable housing projects. The goal is to reduce the time involved
in processing permit applications by up to fifty percent.
In order to further expedite this process, the attached form has been developed to identify
those projects reviewed by the Housing Section of the Economic and Community
Development Division that meet the affordable housing criteria. The form is to be
completed by the Housing Section staff and provided to the applicant for inclusion in the
permit application package.
Also in accordance with this incentive, when scheduling Pre-Design Conferences the City
must give priority to affordable housing projects. This conferences should include all
relevant agencies including but not limited to: Fire, Planning & Zoning, Building, Historic
Preservation, Engineering and Construction Management, Code Compliance, ADA
Coordinator, and the Housing Section of the Economic and Community Development
Division. The Housing Section acts as liaison to coordinate and expedite the application
process with all relevant agencies.
(~
Incentive: Review Process for City Procedures and Policies that imoact the cost of Housing
In accordance with this incentive, prior to the adoption of any proposed policy, procedure,
Ordinance, Development Plan regulation or Comprehensive Plan amendment that might
impact housing, the City is to evaluate the potential effect and cost on affordable housing.
All such items are to be submitted to the Housing Section of the Economic and Community
Development Division for review and analysis in order to determine if the effect is
significant. The Housing Section may send the proposed legislation to applicable Boards
and Committees for review. The resulting analysis is provided to the original sponsor of
the policy.
HSM/MOC
Attachment
cc: Miguel/ Del CampiI/o, Housing Coordinator
[incentb.mem]
;:, --,
::;:;'-.
[;;2] \0
r->r, ;..1 '-I
~4"-
~.::.: ~
;..~::: =0
::a
i71
,-.
. ~
'--
t .;-
.-
....~
.....
,'71
o
-.. ;,~'.
fi f.~" . -'v
Ct"';.;:.. =:..
9_~..~
.--:-~.. ,:.:~:;' <:=?
-'-
-- .
t& ~~i .::-
-f. c-)
:l"\ -
.--..
i
City of Miami Beach
Development, Design and Historic Preservation
To: Planning and Zoning Division
Building Services Division
Fire Department
Engineering and Construction Management
Code Compliance Department
ADA Coordinator
In accordance with the City's Local Housing Incentives Plan, the following project
has been reviewed by the Housing Section of the Economic and Community
Development Division and meets the criteria of Affordable Housing. Please expedite
the processing of this permit application.
Project Number:
Owner Name:
Property Address:
lot'Block No..
Folio Number:
Owner is an: 0 Individual
o Corporation
o Non-Profit Organization
o Other
Project is funced by the City of Miami Beach: 0 Yes
o No
Federal Assistance is being provided: 0 Yes 0 No Program:
State Assistance is being provided: 0 Yes 0 No Program:
County Assistance is being provided: 0 Yes 0 No Program:
Type of property:
o Single Family
o Multi-family
o Other
Type of improvements:
o New Construction 0 Substantial Rehabilitation 0 Moderate Rehabilitation 0 Other
Housing Section Contact Person:
Name
Phone
affrdhsg.frm
w >- ex>
a <( en
en 0 en
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a:
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'."'=---.. -
CITY OF MIAMI BEACH @
STATE HOUSING INITIATIVES ~=:IG
PARTNERSHIP (SHIP) PROGRAM 01'_".
ANNUAL REPORT
e
c:
~
~:
.-
i
i
~
The State Housing Initiatives Partnership (SHIP) Program's
Annual Report for fiscal years 1995/96, 1996/97, and
1997/98 (as of June 30. 1998) will be submitted to the
fl.....rida Housing finance Corporation by September IS,
1998. This document will be available for review effective
Tuesday, September 1. 1998, and comments will be
accepted until Tuesday, September 8, 1998. at the
Community/Economic Development Department, 3rd
Floor. City Hall, 1700 Convention Center Drive, Miami
Beach, FL 33139. If you have any questions, please contact
ffre Housing Division, Community/Economic
~ Develpp~ent D~p~a:rt~~l!fat,(;305). 673-7269; ...t :;' 53553873
;~
;Z
40(
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22
- ,
THE HERALD, THURSDAY, AUGUST 27, 1998
MB
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CIUDAD DE MIAMI BEACH
PROGRAMA DE SOCIEDAD PARA INICIATIVAS
- DE VIVIENDAS DEL EST ADO
STATE HOUSING INITIATIVES PARTNERSHIP (SHIP) PROGRAM
REPORTE ANUAL
El Reporte Anual del Program a de Sociedad para Iniciativas de Viviendas del
Estado (SHIP) para los aflos fiscales 1995/96, 1996/97 Y 1997/98 (cn junio 30 dc
1998) serasometido a la Corporaci6n de Financiamiento de Viviendas dc la Florida
el 15 de septiembre de 1998. Este documento estara disponible para revision desde
el martes Ira de septiembre de 1998, y se aceptaran comentarios hasta el martes 8 de
septiembre de 1998, en el Dcpar..amento de Desarrollo Comunitario y Econ6mico,
3er. piso del Ayuntamiento, 1700 Convention Center Drive, Miami Beach, FL.
33139. Si usted tiene alguna pregunta por favor pongase en contncto con la Division
de Viviendas del Departamento de Desarrollo Comunicario y Economico aJ ( 305)
673-7260.
12 . Mt I;ew TrClllc:al. .JLJe't'es '27 cte ages", c1e 1008