Grantee: Grant: Ft. Myers, FL B-08-MN-12-0008 January 1, 2017 thru March 31, 2017 Performance Report 1
Grant Number: B-08-MN-12-0008 Grantee Name: Ft. Myers, FL Grant Award Amount: $2,297,318.00 Obligation Date: Contract End Date: 03/16/2013 Grant Status: Active Award Date: Review by HUD: Reviewed and Approved QPR Contact: Beverly Reed LOCCS Authorized Amount: $2,297,318.00 Estimated PI/RL Funds: $782,230.94 Budget: $3,079,548.94 Disasters: Declaration Number No Disasters Found Narratives Areas of Greatest Need: The Fort Myers area currently has approximately 2100 properties in some stage of default. Distribution and and Uses of Funds: The City is preparing community preservation and deligently seeking qualified homeowners and renters to provide affordable housing in the. Definitions and Descriptions: Low Income Targeting: Acquisition and Relocation: Public Comment: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Program Funds Drawdown Program Income Drawdown Program Income Received Funds Expended To Date N/A $3,016,483.42 $3,016,483.42 $2,894,706.42 $5,736.16 $2,660,650.34 $1,996,084.37 $5,736.16 $664,565.97 $3,000.00 $749,295.57 $2,668,716.73 2
Most Impacted and Distressed Expended Match Contributed Progress Toward Required Numeric Targets Requirement Overall Benefit Percentage (Projected) Overall Benefit Percentage (Actual) Minimum Non-Federal Match Limit on Public Services Limit on Admin/Planning Required $344,597.70 $229,731.80 Limit on State Admin To Date 0.00% 0.00% $281,565.32 $281,565.32 Most Impacted and Distressed Threshold (Projected) Progress Toward Activity Type Targets Progress Toward National Objective Targets National Objective Target Actual NSP Only - LH - 25% Set-Aside $574,329.50 $1,102,719.17 Overall Progress Narrative: To date, the City has expended $2,662,900.34, which exceeds the original allocation amount of $2,297,318.00. During this quarter the City did not expend any grant funds. The City did eceive program income in the amount of $2250.00. To expend program income, the City is in the process of completing construction of one (1) home at 3750 Washington Avenue through redevelopment activities. The City will continue to search for additional foreclosed/abandoned/vacant properties to complete Redevelopment activities with program income. The City currently has Use-of-Occupancy with an option to purchase agreements for two (2) redevelopment projects. The beneficiaries are in various stages of a twenty-four month timeframe to qualify for a first mortgage. The beneficiaries are on track to qualify for a mortgage within the next 24 months. The beneficiaries work very closely with a HUD counseling agency to achieve this goal. The City continues to work very closely with the HUD Housing Counseling Agency to qualify those individuals in the use of-occupancy program for a mortgage. Project Summary Project #, Project Title To Date Program Funds Drawdown Project Funds Budgeted Program Funds Drawdown 0001, Acquisition/Rehab/Resale of Single Family units $955,927.70 $608,153.09 0002, Acquisition and Rehabilitation Multi-family 50% and $590,942.17 $504,837.76 3
0003, Planning and Administration $307,955.00 $175,018.58 0004, Acq/Rehab/Resell Single Family Homes 50% and $511,777.00 $311,953.06 0005, Redevelopment $625,881.55 $396,121.88 4
Activities Project # / Title: 0001 / Acquisition/Rehab/Resale of Single Family units Grantee Activity Number: Activity Title: 8250-A Homeownership Acquisition of Single Family units Activitiy Category: Acquisition - general Project Number: 0001 Projected Start Date: 03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LMMI Activity Status: Under Way Project Title: Acquisition/Rehab/Resale of Single Family units Projected End Date: 07/30/2013 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date $313,231.31 $313,231.31 $313,231.31 $246,248.46 Program Funds Drawdown $168,392.18 Program Income Drawdown $77,856.28 Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: Jan 1 thru Mar 31, 2017 N/A The Housing & Real Estate Office will work with lenders to acquire homes that have been foreclosed and vacant for at least 90 days, and are on the lender s current inventory. Once foreclosed properties have been identified in the target areas, the City will negotiate with the lender(s) to obtain the maximum reasonable discount for use in the program. $247,247.94 $247,247.94 Location Description: This activity will be carried out in the three target areas: East Fort Myers, Central Fort Myers, and Dunbar-Belle Vue. Activity Progress Narrative: 5
The City did not expend any funds during this quarter. Accomplishments Performance Measures # of Properties 0 Cumulative Actual / Expected 14/7 # of Housing Units 0 # of Singlefamily Units 0 Cumulative Actual / Expected 22/7 22/7 Beneficiaries Performance Measures Cumulative Actual / Expected Low Mod Low Mod Low/Mod # of Households 0 0 0 0/0 1/7 1/7 100.00 # of Persons 0 0 0 0/0 0/0 0/0 0 # Owner Households 0 0 0 0/0 1/7 1/7 100.00 Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount 6
Grantee Activity Number: Activity Title: Activitiy Category: Disposition Project Number: 0001 Projected Start Date: 03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LMMI 8250-D Resell of Single Family Homes 51-120% AMI Activity Status: Cancelled Project Title: Acquisition/Rehab/Resale of Single Family units Projected End Date: 07/30/2013 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date Program Funds Drawdown Program Income Drawdown Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: This activity was created in error and has been cancelled. Jan 1 thru Mar 31, 2017 N/A Location Description: NSP Target Area Activity Progress Narrative: The City did not expend any funds during this quarter. Accomplishments Performance Measures # of Properties 0 Cumulative Actual / Expected 0/0 7
Beneficiaries Performance Measures Activity Locations No Activity Locations found. Cumulative Actual / Expected Low Mod Low Mod Low/Mod # of Households 0 0 0 0/0 0/0 0/0 0 Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount 8
Grantee Activity Number: Activity Title: 8250-R Homeownership Rehabilitation Activitiy Category: Rehabilitation/reconstruction of residential structures Project Number: 0001 Projected Start Date: 03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LMMI Activity Status: Under Way Project Title: Acquisition/Rehab/Resale of Single Family units Projected End Date: 07/30/2013 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date $666,696.39 $666,696.39 $666,696.39 $643,533.57 Program Funds Drawdown $439,760.91 Program Income Drawdown $203,772.66 Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: Jan 1 thru Mar 31, 2017 N/A $254,804.84 This activity will bring homes back to move-in condition and allow opportunities to purchase properties and rehabilitate homes to current standards. The will use licensed and insured contractors. The 2008-2009 CDBG Subtantial Amendment No. 3 Notice of NSP Amended Budget showed this activity budget would change to $802,856. Afterwards, $85,430.99 was added which does not trigger a substantial amendment. Add Esimated Program Income of $54,698.48 to Activity Budget. From $611,997.91 to $666,696.39 Done by Zelda 3/26/2012 $639,148.36 $639,148.36 Location Description: This activity will be carried out in the three target areas: East Fort Myers, Central Fort Myers, and Dunbar-Belle Vue. Activity Progress Narrative: The City did not expend any funds during this quarter. Accomplishments Performance Measures Cumulative Actual / Expected 9
# of Properties 0 #Additional Attic/Roof Insulation 0 #Efficient AC added/replaced 0 #Replaced thermostats 0 #Replaced hot water heaters 0 #Refrigerators replaced 0 #Clothes washers replaced 0 #Units with bus/rail access 0 #Sites re-used 0 #Units other green 0 17/7 4/7 4/7 4/6 4/7 11/7 1/7 14/7 14/7 10/7 # of Housing Units 0 # of Singlefamily Units 0 Cumulative Actual / Expected 25/7 25/7 Beneficiaries Performance Measures Cumulative Actual / Expected Low Mod Low Mod Low/Mod # of Households 0 0 0 0/0 7/7 11/7 63.64 # Owner Households 0 0 0 0/0 7/7 11/7 63.64 Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount Project # / Title: 0002 / Acquisition and Rehabilitation Multi-family 50% and Grantee Activity Number: Activity Title: Activitiy Category: Acquisition - general Project Number: 0002 Projected Start Date: 8251-A Acquisition Multi-family Activity Status: Completed Project Title: Acquisition and Rehabilitation Multi-family 50% and Projected End Date: 10
03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LH - 25% Set-Aside 07/30/2013 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date $217,873.00 $217,873.00 $217,873.00 $217,872.03 Program Funds Drawdown $217,272.03 Program Income Drawdown $600.00 Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: Jan 1 thru Mar 31, 2017 N/A This activity will provide housing units for households at or below 50 percent of area median income. Properties will be acquired for at least 1 percent below market value (discount). Location Description: This activity will be carried out in the three target areas: East Fort Myers, Central Fort Myers, and Dunbar-Belle Vue. The project is located at 2475 Central Avenue, Units #1-7. Activity Progress Narrative: The City did not expend any funds during this quarter. Property Location: 2475 Central Avenue, Unit #1-7 $217,872.03 $217,872.03 Accomplishments Performance Measures # of Properties 0 Cumulative Actual / Expected 9/1 # of Housing Units 0 # of Multifamily Units 0 Cumulative Actual / Expected 21/7 21/7 Beneficiaries Performance Measures Cumulative Actual / Expected Low Mod Low Mod Low/Mod 11
# of Households 0 0 0 7/7 0/0 7/7 100.00 # of Persons 0 0 0 0/0 0/0 0/0 0 # Renter Households 0 0 0 7/7 0/0 7/7 100.00 Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount 12
Grantee Activity Number: Activity Title: 8251-R Rehabilitation Multi-family Activitiy Category: Rehabilitation/reconstruction of residential structures Project Number: 0002 Projected Start Date: 03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LH - 25% Set-Aside Activity Status: Under Way Project Title: Acquisition and Rehabilitation Multi-family 50% and Projected End Date: 07/30/2013 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date $373,069.17 $373,069.17 $373,069.17 $373,069.17 Program Funds Drawdown $287,565.73 Program Income Drawdown $85,503.44 Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: Jan 1 thru Mar 31, 2017 N/A This activity will provide housing units for households at or below 50 percent of area median income. $380,917.58 $380,917.58 Location Description: This activity will be carried out in the three target areas: East Fort Myers, Central Fort Myers, and Dunbar-Belle Vue. The project is located at 2475 Central Avenue, Unit #1-7. Activity Progress Narrative: The City did not expend any funds during this quarter. Property Location: 2475 Central Avenue, Unit #1-7 Accomplishments Performance Measures Cumulative Actual / Expected 13
# of Properties 0 #Energy Star Replacement 0 #Additional Attic/Roof Insulation 0 #Efficient AC added/replaced 0 #Replaced thermostats 0 #Replaced hot water heaters 0 #Light Fixtures (indoors) replaced 0 #Light fixtures (outdoors) 0 #Refrigerators replaced 0 #Low flow toilets 0 #Low flow showerheads 0 #Units with bus/rail access 0 #Sites re-used 0 #Units other green 0 # ELI Households (0-30% AMI) 0 3/1 95/28 15/2 21/7 21/7 21/7 140/42 70/10 21/7 21/7 21/7 21/7 3/1 14/7 5/5 # of Housing Units 0 # of Multifamily Units 0 Cumulative Actual / Expected 21/7 21/7 Beneficiaries Performance Measures Cumulative Actual / Expected Low Mod Low Mod Low/Mod # of Households 0 0 0 7/7 0/0 7/7 100.00 # Renter Households 0 0 0 7/7 0/0 7/7 100.00 Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount Project # / Title: 0003 / Planning and Administration Grantee Activity Number: 8252 Activity Title: Program Administration 14
Activitiy Category: Administration Project Number: 0003 Projected Start Date: 03/03/2009 Benefit Type: ( ) National Objective: N/A Activity Status: Under Way Project Title: Planning and Administration Projected End Date: 07/30/2009 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date $307,955.00 $307,955.00 $307,955.00 $281,565.32 Program Funds Drawdown $175,018.58 Program Income Drawdown $106,546.74 Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: Jan 1 thru Mar 31, 2017 N/A These NSP funds will be used to pay reasonable program administration costs related to the planning and execution of NSP activities. This includes costs related to staffing program related activities. Add Estimated Program Income (10%) - $78,223.00 to Budget. From $229,732.00 to $307,955.00. Done by Zelda 03/26/2012 $281,565.34 $281,565.34 Location Description: NSP Target Area Activity Progress Narrative: The City did not expend any funds during this quarter. Accomplishments Performance Measures No Accomplishments Performance Measures 15
Beneficiaries Performance Measures No Beneficiaries Performance Measures found. Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount Project # / Title: 0004 / Acq/Rehab/Resell Single Family Homes 50% and below Grantee Activity Number: Activity Title: Activitiy Category: Acquisition - general Project Number: 0004 Projected Start Date: 03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LH - 25% Set-Aside 8249-A Single Family Acquisition 50% and below Activity Status: Under Way Project Title: Acq/Rehab/Resell Single Family Homes 50% and Projected End Date: 07/31/2013 Completed Activity Actual End Date: Responsible Organization: Overall Jan 1 thru Mar 31, 2017 To Date Projected Budget from All Sources N/A $136,175.00 Budget Obligated Funds Drawdown $136,175.00 $136,175.00 $136,174.48 Program Funds Drawdown $136,174.48 Program Income Drawdown Program Income Received Funds Expended $116,822.97 $136,175.00 16
$136,175.00 Most Impacted and Distressed Expended Match Contributed Activity Description: This activity will be used to acquire foreclosed single family homes for households with incomes 50% and below. Location Description: NSP Target area. Activity Progress Narrative: The City did not expend any funds during this quarter. Accomplishments Performance Measures # of Properties 0 Cumulative Actual / Expected 11/7 # of Housing Units 0 # of Singlefamily Units 0 Cumulative Actual / Expected 11/7 11/7 Beneficiaries Performance Measures Cumulative Actual / Expected Low Mod Low Mod Low/Mod # of Households 0 0 0 1/7 0/0 7/7 14.29 # Owner Households 0 0 0 1/7 0/0 7/7 14.29 Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount 17
Grantee Activity Number: Activity Title: Activitiy Category: Disposition Project Number: 0004 Projected Start Date: 03/03/2009 Benefit Type: ( ) National Objective: NSP Only - LH - 25% Set-Aside 8249-D Resell Single Family Homes to 50% and below Activity Status: Cancelled Project Title: Acq/Rehab/Resell Single Family Homes 50% and Projected End Date: 07/31/2013 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date Program Funds Drawdown Program Income Drawdown Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: This activity was created in error and has been cancelled. Jan 1 thru Mar 31, 2017 N/A Location Description: The NSP Target area. Activity Progress Narrative: The City did not expend any funds during this quarter. Accomplishments Performance Measures # of Properties 0 Cumulative Actual / Expected 0/0 18
Beneficiaries Performance Measures No Beneficiaries Performance Measures found. Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount 19
Grantee Activity Number: Activity Title: 8249-R Rehabilitation of Single Family Homes 50% & below Activitiy Category: Rehabilitation/reconstruction of residential structures Project Number: 0004 Projected Start Date: 03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LH - 25% Set-Aside Activity Status: Under Way Project Title: Acq/Rehab/Resell Single Family Homes 50% and Projected End Date: 07/31/2010 Completed Activity Actual End Date: Responsible Organization: Overall Projected Budget from All Sources Budget Obligated Funds Drawdown Match Contributed To Date $375,602.00 $375,602.00 $253,825.00 $175,778.58 Program Funds Drawdown $175,778.58 Program Income Drawdown Program Income Received Funds Expended Most Impacted and Distressed Expended Activity Description: Jan 1 thru Mar 31, 2017 N/A $214,803.13 This activity will be used to rehabilitate foreclosed homes purchased to serve households with incomes at or below 50% area median income. Add Estimated Program Income of $121,777.00 to budget. From $253,825.00 to $375,602.00 Done by Zelda 03/26/2012 $175,778.58 $175,778.58 Location Description: NSP Target area. Activity Progress Narrative: The City did not expend any funds during this quarter. Accomplishments Performance Measures Cumulative Actual / Expected 20
# of Properties 0 #Efficient AC added/replaced 0 #Units with bus/rail access 0 # ELI Households (0-30% AMI) 0 17/6 6/6 17/6 1/0 # of Housing Units 0 # of Singlefamily Units 0 Cumulative Actual / Expected 17/6 17/6 Beneficiaries Performance Measures Cumulative Actual / Expected Low Mod Low Mod Low/Mod # of Households 0 0 0 7/6 0/0 7/6 100.00 # Owner Households 0 0 0 7/6 0/0 7/6 100.00 Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount Project # / Title: 0005 / Redevelopment Grantee Activity Number: Activity Title: 8248-Red Reconstruct Single Family Homes Activitiy Category: Rehabilitation/reconstruction of residential structures Project Number: 0005 Projected Start Date: 03/03/2009 Benefit Type: Direct ( HouseHold ) National Objective: NSP Only - LMMI Activity Status: Under Way Project Title: Redevelopment Projected End Date: 07/31/2013 Completed Activity Actual End Date: Responsible Organization: 21
Overall Projected Budget from All Sources Budget Obligated Funds Drawdown $3,000.00 To Date $625,881.55 $625,881.55 $625,881.55 $586,408.73 Program Funds Drawdown $396,121.88 Program Income Drawdown $5,736.16 $190,286.85 Program Income Received Funds Expended Jan 1 thru Mar 31, 2017 N/A $5,736.16 $162,864.63 $590,011.90 $590,011.90 Most Impacted and Distressed Expended Match Contributed Activity Description: The City will rebuild homes on foreclosed vacant lots in the Neighborhood Stabilzation Program target area. These lots are a part of the City's Infill Lot Program for the development of affordable housing. Redevelopment of these properties will help to further stabilize the NSP target area neighborhoods, and continue the concentration of effort to make a greater impact. The City will use ICF Green Construction methods to build the five homes. Location Description: The NSP Target area (Harlem Lake). Activity Progress Narrative: The City did not expend any funds during this quarer. However, the City did receive program income in the amount of $2250.00 for the use-ofoccupancy agreements of 2147 Davis Court. and 3632 American Avenue. Accomplishments Performance Measures # of Properties 0 #Energy Star Replacement 0 #Additional Attic/Roof Insulation 0 #Efficient AC added/replaced 0 #Replaced thermostats 0 #Replaced hot water heaters 0 #Light Fixtures (indoors) replaced 0 #Light fixtures (outdoors) 0 #Refrigerators replaced 0 #Clothes washers replaced 0 #Dishwashers replaced 0 #Units with solar panels 0 #Low flow toilets 0 #Low flow showerheads 0 #Units with bus/rail access 0 Cumulative Actual / Expected 24/5 90/5 15/5 15/5 15/5 15/5 40/25 30/10 15/5 15/5 15/5 0/0 30/5 30/5 24/5 22
#Units exceeding Energy Star 0 #Sites re-used 0 #Units other green 0 5/5 5/5 5/5 # of Housing Units 0 # of Singlefamily Units 0 Cumulative Actual / Expected 19/5 19/5 Beneficiaries Performance Measures Cumulative Actual / Expected Low Mod Low Mod Low/Mod # of Households 0 0 0 5/5 0/0 5/5 100.00 # Owner Households 0 0 0 5/5 0/0 5/5 100.00 Activity Locations No Activity Locations found. Other Funding Sources Budgeted - Detail No Other Match Funding Sources Found Other Funding Sources No Other Funding Sources Found Other Funding Sources Amount 23