Legislation Details

File #: 2026-23731   
Type: Consent Status: Agenda Ready
File created: 7/20/2026 Meeting Body Board of County Commissioners
On agenda: 8/4/2026 Final action:
Title: Request Approval to Execute Assignment and Assumption of Mortgage and Other Loan Documents Between Marion County, CASA of Marion and LOTUS Marion (Budget Impact - None)
Attachments: 1. LRM CASA assumption signed by legal, 2. Mortgage Lien - CASA 2024, 3. CASA - Lotus Transfer Agreement, 4. Mortgage Assumption - CASA to Lotus

 

SUBJECT:

Title

Request Approval to Execute Assignment and Assumption of Mortgage and Other Loan Documents Between Marion County, CASA of Marion and LOTUS Marion (Budget Impact - None)

Body

 

INITIATOR:

DEPARTMENT:

Cheryl Butler, Director

Community Services

 

DESCRIPTION/BACKGROUND:

In 2024, Marion County provided Community Development Block Grant (CDBG) funding to CASA Marion, LLC for the acquisition and rehabilitation of a domestic violence shelter, secured by a 30-year, 0% interest mortgage in the amount of $2,690,305.68.

Effective July 1, 2026, operation of the shelter transitioned to LOTUS Marion. CASA Marion and LOTUS Marion have jointly requested that the County approve the assignment and assumption of the existing note and mortgage to LOTUS Marion to ensure continuity of shelter services.

The assignment and assumption agreement has been executed by both organizations. Board approval and the Chairman's signature are required to provide the County's consent and complete the transfer, as required under the mortgage documents.

BUDGET/IMPACT:

None

 

RECOMMENDED ACTION:

Recommended action

Motion to approve and authorize the Chairman and Clerk to execute assignment and assumption of mortgage and other loan documents to include those associated with this agreement.  

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