HomeMy WebLinkAboutExhibit AFirst -Time Homebuyer Expanded Program ("Expanded Program")
Program Guidelines
Program Objective: To mitigate the effects of gentrification; to provide residents with home ownership
opportunities; to assist in creating generational wealth; to provide long-term housing support; and to
encourage economic stability.
Income Limits: ■ The Expanded Program's applicant ("Applicant" or `Borrower") must provide
documentation that shows that the Applicant's annual household income is equal
to or less than one hundred percent (100%) of area median income as provided by
the City of Miami's ("City") Department of Housing and Community
Development and adjusted for family size ("AMI"); however, if the Applicant can
provide documentation proving that he or she is a current City or Miami -Dade
County ("County") first responder (including police, fire, emergency medical
personnel) or an active or retired member of the United States Air Force, Army,
Navy, Coast Guard, or Marines, then such Applicant shall be eligible for the
Expanded Program if that Applicant can provide documentation that shows that
the annual household income is equal to or less than one hundred forty percent
(140%) of AMI, and adjusted for family size.
Eligible ■ Single Family Residences
Properties: ■ Townhomes
■ Condominiums
■ Must be located in the District providing the funding
Eligible ■ Must not have previously owned a home
Borrowers: ■ Household income complies with the `Income Limits' detailed above;
■ Must be able to afford monthly payments based on debt to income ratio calculation
■ Must contribute at least Two Thousand Dollars ($2,000.00) of personal funds
towards down payment/closing costs
■ Must attend and successfully complete United States Department of Housing and
Urban Development approved housing counseling
Maximum Not to exceed Five Hundred Thousand Dollars ($500,000.00) for new construction
Sales Price: or existing properties
Maximum If the Applicant qualifies and is selected pursuant to the process established herein,
Assistance: the City will then provide up to Two Hundred Thousand Dollars ($200,000.00) in
the form of a forgivable second mortgage with a thirty (30) year term.
Loan Terms: ■ 0% interest, non -amortizing
■ Deferred payment 30-year loan
■ Payment of principal will be forgiven at end of maturity period provided that the
homeowner resided in the home as their primary residence and complies with the
terms of the loan documents throughout the mortgage's term
■ The City shall have the right of first refusal for any encumbered property that is
sold or otherwise conveyed during the mortgage's term
Security: ■ The loan will be secured by a recorded second mortgage on the property
First Mortgage
Restrictions: Term of the loan must be 30 years with a fixed interest rate and cannot exceed
more than 150 basis points over Freddie Mac's weekly average 30-year rate, as
published in the Primary Mortgage Market Survey ("PMMS"); no prepayment
penalties; total percentage charged for Discount, Origination & Broker fees must
not exceed 2 points; all other lending fees must be reasonable and cannot exceed
$500 or 0.5% of the loan amount, whichever is greater
■ The Applicant will be required to secure a first mortgage in an amount that would
result in a total payment, inclusive of principal, interest, taxes and insurance, equal
to thirty percent (30%) of the Applicant's total gross family income
Other Applicant must reside in purchased home at all times. The loan will be due at sale,
Restrictions: transfer of property or if the home ceases to be the main residence of the Applicant.
The property must become their owner -occupied homesteaded property, and there
is to be only one application per household. The Applicant may not lease the
Property, or any portion thereof, during the term of the mortgage
Resale
Restrictions: If the Applicant sells and/ or transfer the home before the end of the City's
mortgage term, the following provisions will apply:
1) The Borrower will be required to repay the original amount given as
assistance.
2) The City shall share in any `gain' realized, based on its pro -rated share of
participation in the original purchase. Furthermore, if the sale occurs within
the first 3 years of the purchase, the City shall keep 100% of its pro -rated share
of the `gain', from year 3 up to year 20, the City's share of its pro -rated `gain'
shall decrease by 5% every year, while in turn, the owner's share shall increase
by 5% each year. At year 20, up to the City's loan maturity, the owner shall
retain 100% of the City's `gain.'
3) This above shared gain proposal terminates in the event of a foreclosure, with
the lender required to provide the City the right of first refusal to purchase the
loan at a negotiated price. In the event of a foreclosure, the City will recapture
any amount of net proceeds available from the sale of the property.
Additional
Information for
Participating
Districts: District 1: TBD
■ District 2: TBD
■ District 3: TBD
■ District 4: TBD
■ District 5:
1) Chairperson Christine King allocates Miami Forever Bond funds in the
amount of three million dollars ($3,000,000.00) to supplement the City's First
Time Homebuyer Program to benefit eligible Applicants who are selected and
who wish to purchase a home in District 5.
2) Property to be purchased must be located in District 5.
3) Additional funding sources available, subject to further approval, may include
the Southeast Overtown/Park West Community Redevelopment Agency
("CRA") or the Little Haiti Revitalization Trust ("Trust"). If the property is
located with the designated areas of the CRA or the Trust, then CRA or the
Trust, as applicable, may provide funding and will receive the second
mortgage rather than the City.
4) In the avoidance of doubt, the Trust and the CRA's participation in the
Expanded Program, as described herein, is not a condition precedent to the
establishment of the Expanded Program, and the Expanded Program may
proceed in accordance with the provisions of this resolution in the event that
the CRA and/or the Trust do not adopt appropriate legislation in a timely
manner.