Osceola County Housing Finance Authority Performance Measures/Standards & Annual Reporting Form
October 1, 2025 – September 30, 2026

 Public Communication and Engagement
Goal 1.1: Public Meetings Compliance
Objective: Hold at least three regular meetings per year to conduct Authority related business and discuss community needs.
Measurement: Number of public board meetings held annually as evidenced by meeting minutes and legal advertisements.
Standard: A minimum of three board meetings were held during the Fiscal Year.
Achieved: Yes ☐ No ☐

Goal 1.2: Notice of Meetings Compliance
Objective: Provide public notice of meetings in accordance with Florida Statutes, using at least two communication methods.
Measurement: Timeliness and method of meeting notices as evidenced by posting to the County website (Osceola.org), publishing in local newspaper and via electronic communication.
Standard: 100% of meetings were advertised per Florida statute on at least two mediums (i.e., newspaper, website, electronic communications).
Achieved: Yes ☐ No ☐

Goal 1.3: Access to Records Compliance
Objective: Ensure that meeting minutes and other public records are readily available and easily accessible to the public by contacting the Authority Manager’s oYice during normal business hours to request records.
Measurement: Monthly website reviews will be completed to ensure meeting minutes and other public records are up to date as evidenced by Authority Management’s records.
Standard: 100% of monthly website checks were completed by Authority Management.
Achieved: Yes ☐ No ☐
 A6ordable Housing Compliance
Goal 2.1: Compliance Management Occupancy Reporting and/or Site Inspections Objective: Compliance Monitoring Agent t, or a designee, will conduct Management review and Physical inspections of multifamily developments projects per bond

restrictive covenants. Compliance Monitoring Agent will review monthly reviews of occupancy submitted by owners, in accordance with the Florida Housing Finance Corporation standards
Measurement: Compliance management visits were successfully completed and monthly reports for occupancy reviewed per Compliance Monitoring Agreement as evidenced by Compliance Manager’s reports, notes or other record keeping method. For Rural Development projects, compliance reports were received in accordance with the federal program requirements. Any noted compliance issues were rectiﬁed by stated deadlines.
Standard: 100% of site visits were successfully completed as described within Compliance Monitoring Agreement and any compliance issues were rectiﬁed by stated deadline.
Achieved: Yes ☐ No ☐

 Financial Transparency and Accountability
Goal 3.1: Facilitate Issuance of Multifamily Revenue Housing Bonds for ARordable Housing in accordance with Part IV, Chapter 159, Florida Statutes.
Objective: Select bond counsel, bond underwriters, credit underwriters and other necessary professionals (that have been selected via RFQ by the state Florida Housing Finance Corporation), prepare and approve the associated documents necessary to issue such bonds dedicated to ﬁnancing aYordable multi-family housing in Osceola County.
Measurement: Authority collected applicable fees and reviewed the proposed project(s) prior to initiating the bond process. TEFRA Hearings were noticed and held accordingly. Financing team, including but not limited to, Bond Counsel, Credit Underwriter, and Compliance Monitoring Agent were selected by the Authority to prepare the appropriate inducement and delegation resolutions, credit underwriting reports, and ancillary documents. Authority adopted/approved the documents to close and issue bonds for the construction of the project(s).
Standard: 100% approved project(s) completed the bond approval and closing process in accordance with statutory deadlines and requirements.
Achieved: Yes ☐ No ☐

Goal 3.2: Processing of Disbursements
Objective: Have funds appropriately disbursed to authorized vendors pursuance to the Custody of Funds Agreement with Osceola County.
Measurement: Vendors send invoice to be added to disbursement for approval by the Authority and signed by the Authority Chairman and Secretary and sent to County Chief Financial OYicer for processing and disbursement of funds.
Standard: Authority approved and processed 100% of the disbursements submitted in the Fiscal Year.
Achieved: Yes ☐ No ☐

Goal 3.3: Deposit of Funds
Objective: Deposit funds received for the Authority in a timely manner. Measurement: Timeliness funds deposited as evidenced by correspondence showing type of disbursement and bond issuance transmitted to the County Chief Financial OYicer for deposit.
Standard: All checks received in the Fiscal Year by Authority Manager’s oYice were transmitted to the County Chief Financial OYicer and deposited into the Authority’s bank account.
Achieved: Yes ☐ No ☐
Goal 3.4 Annual Audit Information
Objective: Provide information to Osceola County ﬁnancial staY, as requested, for county annual audit.
Measurement: Timeliness of response(s) to county staY.
Standard: All inquiries and requests from Osceola County for ﬁnancial information were timely provided.
Achieved: Yes ☐ No ☐

Chair/Vice Chair:		Date:	 Print Name:	 
Osceola County Housing Finance Authority

Authority Manager:			Date:	 Print Name:	
Osceola County Housing Finance Authority