HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 03-24-2011MEETING AGENDA
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, MARCH 24, 2011 - 7:00 p.m.
WHERE: Medicine Lake Room
City of Plymouth
3400 Plymouth Boulevard
Plymouth, MN 55447
CONSENT AGENDA
All items listed on the Consent Agenda are considered to be routine by the Housing
and Redevelopment Authority and will be enacted by one motion. There will be no
separate discussion of these items unless a Commissioner, citizen or petitioner so
requests, in which event the item will be removed from the consent agenda and
considered in normal sequence on the agenda.
1. CALL TO ORDER - 7:00 P.M.
2. CONSENT AGENDA
A. Approve HRA Meeting Minutes from February 24, 2011.
B. Plymouth Towne Square. Accept Monthly Housing Report (February, 2011)
C. Vicksburg Crossing. Accept Monthly Housing Report (February, 2011)
3. NEW BUSINESS
A. Vicksburg Crossing. Marketing Report.
B. Plymouth Towne Square Et Vicksburg Crossing. Survey.
C. Plymouth Towne Square Et Vicksburg Crossing. Wait List.
4. OLD BUSINESS
A. Election of Officers. Chair, Vice -Chair, Secretary.
5. ADJOURNMENT
DRAFT MINUTES
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
FEBRUARY 24, 2011
PRESENT: Vice Chair Paul Caryotakis, Commissioners David Miller, Jim Willis and
Bob Stein
ABSENT: Chairman Jeff Kulaszewicz
STAFF PRESENT: Housing Program Manager Jim Barnes, HRA Specialist Kip Berglund and
Office Support Representative Janice Bergstrom
OTHERS PRESENT: Grace Management Representative Jody Boedigheimer
1. CALL TO ORDER
Vice Chair Caryotakis called the Plymouth Housing and Redevelopment Authority meeting to
order at 7:00 P.M.
2. CONSENT AGENDA
A. Approve HRA Meeting Minutes from January 27, 2011
B. Plymouth Towne Square. Accept January, 2011 housing report.
C. Vicksburg Crossing. Accept January, 2011 housing report.
MOTION by Commissioner Willis, seconded by Commissioner Miller, to approve the consent
agenda. Vote. 4 Ayes. MOTION approved unanimously.
3. PUBLIC HEARING
A. Community Development Block Grant
Housing Manager Barnes said the House has passed the continuing Resolution HR -1, and the
Senate is negotiating the proposed cuts of $60 billion in Federal programs, He said this would be
a 60% cut in the CDBG program. Housing Manager Barnes said we will monitor that and if
there is a cut below the $259,392, which is the 2008 allocation amount, we will adjust
accordingly to meet the statutory requirements of the Federal program for social services.
Housing Manager Barnes introduced HRA Specialist Berglund who gave an overview of the
staff report recommending the 2011 CDBG program year allocation.
Vice Chair Caryotakis opened the public hearing.
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Plymouth Housing and Redevelopment Authority
February 24, 2011
Page 2
Vice Chair Caryotakis introduced Lisa Stordahl, Director of Development for TreeHouse. Ms.
Stordahl said TreeHouse served 186 teens and anticipate serving 250 this year. She said they
have been located for two years in Peace Lutheran Church in Plymouth. Ms. Stordahl said
services offered to troubled teens include support groups and one on one mentoring. She said
74% of these kids are on free or reduced lunch and 64% are kids in single parent homes. Ms.
Stordahl said poverty and adverse behavior go hand in hand. She said they are seeing kids from
neighborhoods not typically seen in the past because it takes one year to foreclose on a home.
For the first time in their lives these families are at a food shelf, and that takes a toll on kids. Ms.
Stordahl said they are now paying rent at Peace Lutheran so their expenses have increased.
Commissioner Willis asked if there is a breakdown by school district of the 186 teens served and
asked if they are in school.
Ms. Stordahl said they are in school and a major goal is to have them graduate. This is tracked
by the kids on reduced school lunch (74%). She said in looking at that scale, TreeHouse has a
24% higher percentage graduation rate. She said these are all Plymouth kids.
Housing Manager Barnes said there are four school districts in PIymouth, and asked if some go
to the New Hope TreeHouse.
Ms. Stordahl said the few that go to the New Hope TreeHouse are not included in the numbers
provided.
Commissioner Willis said he is curious and assumes there would be more kids from the Wayzata
School District because of their location.
Ms. Stordahl said they do have an issue in proving income levels because they are dealing with
kids and she has worked with HUD to prove income in a different way. She said by taking the
address of the kids served and showing that they come from a Section 8 or low income complex
such as Willow Woods, helps prove that 50% of the kids served meet HUD requirements.
Housing Manager Barnes asked to track a breakdown of teens by school district and to supply
this information to HRA Specialist Berglund next week.
Vice Chair Caryotakis introduced Tim Morin, Program Coordinator for the Home Program for
Senior Community Services (SCS). Mr. Morin reviewed the services provided for the City's
aging population, which include Senior Coordinator Sara Mittelstaedt who oversees
transportation, recreation, health and wellness services. Susan Makela provided outreach
services to 130 seniors in 2010 and is staffed by licensed social workers. He said there is no cost
for any outreach or social services. Mr. Morin said there is free counseling for Medicare and
health insurance, and caregiver connection support. The HOME program provides services to 15
cities which include indoor/outdoor painting, snow removal, and spring and fall yard clean up.
Mr. Morin said cost is based on a pay sliding fee scale and is subsidized mainly by CDBG
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February 24, 2011
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finding. Mr. Morin concluded that the need has been increasing, and the upcoming baby
boomers will cause the numbers to rise.
Vice Chair Caryotakis asked how seniors in need are identified.
Mr. Morin said 90% of the time there is a referral from other agencies and by word of mouth.
He said HOME has existed for 31 years, and said a comprehensive marketing plan will be put in
place this year.
Commissioner Willis asked if referrals for minor home improvements come from the City of
Plymouth, as we have the rehab program available.
Mr. Morin said their program is for routine maintenance. He said if there is major renovation
that needs a permit or licensed contractor to perform the work, that situation would be referred
back to the city or social worker for proper documentation for that project.
Vice Chair Caryotakis introduced Tim Nelson representing Hammer Residences. Mr. Nelson
gave an overview of Hammer Residence services for people with intellectual and development
disabilities. He said 80 people are served in Plymouth and there are 15 homes in Plymouth, two
apartment programs in Plymouth and 25 homes in other cities. He said 220 people are served; 80
reside in Plymouth. Mr. Nelson said 440 people are served through non-residential services.
Mr. Nelson said some of the funds being requested would be used for window replacement in
two of their homes and siding for another home.
Commissioner Willis asked if the 40 properties are tax exempt.
Mr. Nelson said they are tax exempt, except for the apartment programs.
Commissioner Willis asked if Hammer Residences applies for CDBG funds in other
communities.
Mr. Nelson said they have not.
Commissioner Willis asked how the work is paid for in those communities.
Mr. Nelson said they are a private non-profit and do fund raising.
Vice Chair Caryotakis introduced Tim Madsen, POINT Northwest YMCA, who gave an
overview of the youth intervention program which serves about 1,200 youth in the western and
northern suburbs, and urban areas of Minneapolis. Mr. Madsen introduced Kim O'Grady, who
supervises the services for Plymouth. Ms. O'Grady said the program works with young folks up
to age 21 who experience homelessness or risk of homelessness, and provide prevention and
intervention 24 hours a day. She said they provide street and community-based outreach, and
cited Parkers Lake and Co. Rd. 6 as a primary area in Plymouth. Ms. O'Grady said there is a
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crisis line, transitional living program, and provide short, medium and long-term case
management depending which portion of the program a person accesses.
Commissioner Stein asked where the kids come from who are at the skate park.
Ms. O'Grady said the kids at that skate park are primarily kids from the Parkers Lake complex
and assume other kids live relatively close. Mr. Madsen said there is an increase in the rise of
suburban youth homeless population due to the foreclosure crisis. He said youth 16 plus are
considered to be able to make it on their own when a family loses housing.
Commissioner Stein asked if their services are based in the New Hope YMCA. Ms. O'Grady
said they now office in Northeast Minneapolis.
Ms. O'Grady said they routinely visit high schools, and are aware of young groups congregating
in locations such as a park or bus stop area. Ms. O'Grady mentioned they have a five-year
partnership with PRISM, who offers a no hassle food shelf and can be accessed by any youth in
any service area.
Commissioner Willis asked if this program predominantly services the eastern side of Plymouth.
He noted their services are offered for a similar population as TreeHouse.
Ms. O'Grady said it is a similar population but the difference is TreeHouse works with teens
primarily in school. She said they see the gambit of 16-17 year olds not in school and not
planning to return, and the 18-20 year olds still trying to accomplish school.
Commissioner Willis asked if they service primarily the eastern side of Plymouth.
Ms. O'Grady stated they service all of Plymouth's school districts.
Vice Chair Caiyotakis introduced Mike Vraa, managing attorney for Home Line, a tenant hotline
for renters. Mr. Vraa said they average 200 calls per year from Plymouth residents. He said
they speak 4 — 5 times a year to soon to be renters at the high schools. Mr. Vraa said they have
expanded to other municipalities, and other funders see this is work that merits consideration and
helps leverage additional funds for work that is worthwhile. Mr. Vraa said he warned people 3-4
years ago about the flood of foreclosures, which has materialized. He said he is now warning
people about the upcoming flood of bedbugs. He said the charts indicate Plymouth has not been
besieged yet, but they are coming. Mr. Vraa said one day in January he answered the hotline,
which gets 50-60 calls a day, and he said he took 8 straight calls on bedbugs. Mr. Vraa said an
example would be a tenant asking for legal advice when the landlord treated for bedbugs and
then bills the tenant $2,000 for the treatment.
Vice Chair Caryotakis introduced Scott Zemke, CAPSH. Mr. Zemke said they work with the
homeless, first time homebuyers, foreclosure, rehab, and seniors looking at reverse mortgages.
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Plymouth Housing and Redevelopment Authority
February 24, 2011
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He said they serve about 100 people per year. He said in the Plymouth area they served 900
people last year with energy assistance to pay utilities and repair or replace furnaces.
Vice Chair Caryotakis asked if the volume on foreclosures has changed in the past year.
Mr. Zemke said there was an insignificant decrease in Plymouth in 2009, but foresees the
foreclosure issue getting worse in 2011.
Vice Chair Caryotakis introduced Courtney Whited, Director of PRISM Express. Ms. Whited
said they offer a food shelf, auto program, and a dial -a -ride program which serves the area east
of I-494. They now provide door to door service. Ms. Whited said when the Met Council
restructured itself, they had to diversify where they find funding sources. She said they may not
meet thea goals, and the rising gas prices are taking a toll as their buses use diesel.
Commissioner Stein asked if there is a charge for the rides.
Ms. Whited said a $3.00 one-way or $6.00 round-trip amount is suggested. She said the true cost
is $10.29.
Vice Chair Caryotakis thanked everyone and said their comments add color to our understanding
of each program.
Vice Chair Caryotakis closed the public hearing.
Commissioner Stein asked if there is a reason for the $900 balance and if it is being saved for
something.
HRA Specialist Berglund said we tried to get as close to the 15% amount as possible. He said by
cutting requested amounts by 30%, a balance of $900 remained. HRA Specialist Berglund said
this money could be spent on social services.
Commissioner Stein asked if we could allocate the $900 to the Spare Key program.
Housing Manager Barnes said Spare Key indicated in their application that an average
contribution toward one mortgage is $1,200. He said Spare Key would meet the requirements
for a new service in the city. Housing Manager Baines said we could take $300 from the HRA
reserve and combine with the $900 to fund them for one unit.
Commissioner Stein asked about unspent CDBG funds.
IIousing Manager Barnes said unspent funds roll to the next program year. Housing Manager
Barnes said reports go to Congress each year to show that we spend our money in a timely
fashion to ensure continued funding in the program. The spend down ratio is 1.5 times our
current allocation. Housing Manager Barnes said if the money is not spent down, a warning
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letter is sent the first year, the second year there would be a funding cut, and in the third year
there could be a reorganization resulting in giving up our entitlement.
MOTION by Commissioner Stein, seconded by Commissioner Miller, to approve the
recommendation for the 2011 CDBG program year allocation with the $900 balance and $300 in
HRA reserves to be given to the Spare Key request.
Commissioner Willis asked where the shortfall would come out of if the Federal Government
does not approve the $260,000.
Housing Manager Barnes said we will look at all categories, especially the social services
because of the statutory 15%. He said the affordable housing, FTHB, and rehab programs would
be looked at.
Commissioner Willis discussed the $58,000 allocated to Hammer Residences. He said he has no
ax to grind against Hammer Residences, and added there are two homes in his neighborhood.
Commissioner Willis said they are tax exempt and he questioned if we are doing as much as we
can to provide services to tax paying residents who are on hard times, such as seniors who need
new windows and siding. He said Housing Manager Barnes pointed out we have a program for
loan forgiveness and rehab. Commissioner Willis said we need to be cautious that someone
doesn't take the money, put it in the house and then move to Florida or Arizona. Commissioner
Willis pointed out that only Plymouth uses CDBG funds to help Hammer with rehabilitating
properties and other communities do not. Commissioner Willis said that next year he will be
looking for more information to see if there is a better way to help in-place residents in
Plymouth.
Commissioner Stein concurred and said other cities do not support their units with CDBG funds.
They do general fund raising which goes to other cities to do rehab.
Commissioner Miller asked if the money we give goes to residents in Plymouth.
Commissioner Willis said he is not questioning that the funding goes to Wayzata or other
properties.
Housing Manager Barnes said Hammer has been funded approximately 15 years in Plymouth.
He said when cities create CDBG programs, there are so many options. Housing Manager
Barnes said Minnetonka is the only entitlement community, and the rest are part of Hennepin
County's consortium who divides up the money which may explain why Hammer may not have
been going to other cities as they don't have the same program setup as Plymouth.
Commissioner Stein said we should look into that, and added that the amount of money given to
IIammer is substantially more than any other program. Housing Manager Barnes said
Community Development Director Juetten and he have discussed the spend down issue. He said
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Plymouth Housing and Redevelopment Authority
February 24, 2011
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there is a time uncertainty issue with rehab projects whereas with Hammer operates differently
and will get a contractor in and complete projects in a timely fashion.
Vice Chair Calyotakis said this would not be taking money from the social programs but is
providing similar benefits. He said if there was demand from our residents for rehab loans he
would be concerned, but we have sufficient funds. Housing Manager Barnes said he believes we
have estimated the correct allocation amounts.
Commissioner Willis said we would have to be more lenient in the way the rehab program is
structured in regard to loan forgiveness of 20 years. He said this provides a dis-incentive for
someone to fix it up, sell it and then move away. Commissioner Willis said it is advisable to get
the house updated before it gets to be a problem.
Housing Manager Barnes said some of the leading age clientele become nervous about taking on
anything that puts a lien on then home. He said 20 years is not the magic number; ten years or
half the life of the improvement project could be used.
Commissioner Stein said the council has discussed point of sale inspection to make sure a house
is brought up to code. He asked if this is necessary or advisable for our older housing stock.
Housing Manager Barnes said they may serve a purpose; however, these inspections focus on
certain areas and may miss other areas. He said m the long run it starts to bring housing up to
code and it is a revenue generating requirement.
Vice Chair Caryotakis said this is a tough requirement in this environment where sellers are not
getting a gain off the sale.
Commissioner Willis said this makes some public sense as a means by which housing stock can
continually be reviewed every time a house turns hands. Commissioner Willis said he thinks it is
good public policy but there is "big brother" telling you what to do. The cost could be structured
such that it is not a loss, but not try to make money on it. Commissioner Willis said even if the
city subsidized the cost of inspections, the value of the tax base would be maintained more stable
over time. Commissioner Willis said if $10,000 would be spent on windows, it would not
appreciate the value of the home, whereas at the point of sale it would be reflected in a higher
sale price.
Housing Manager Barnes said in terms of using CDBG funds for repairs or inspection costs,
there is a smaller market to work with in Plymouth because we are tied to 80% of median income
or below. Housing Manager Barnes referenced advertising for the rehab program and said they
could program more dollars into the marketing of the rehab program.
There was discussion of working on a house with Habitat for Humanity and the HRA might be
interested in partnering on this. Housing Manager Barnes said this would be a 2012 project for
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February 24, 2011
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them. Commissioner Stein said if the HRA is looking to buy houses, there is a one -room house
being auctioned on Kilmer Lane and would send Housing Manager Barnes information.
Vote on amended Motion. 4 Ayes. MOTION approved unanimously.
4. ADJOURNMENT
A. Vicksburg Crossing Marketing Report
Grace Management Representative Boedigheimer said December is typically the slowest month,
but traffic is increasing. She said there are three affordable units available.
Commissioner Stein said he did not understand why these three units are available.
Grace Management Representative Boedigheimer explained that potential renters go to Plymouth
Towne Square, and said they have lost three from our list.
Commissioner Willis asked if the wait lists are for each building or if it is an integrated list.
Grace Management Representative Boedigheimer said the wait lists are separate because there is
a fixed rent at Vicksburg Crossing, and it is higher than Plymouth Towne Square. Grace
Management Representative Boedigheimer said there were 2 two-bedroom units available at
Plymouth Towne Square and they went through the 20 names on the wait list. She said there are
28 names on the list for Vicksburg Crossing. She said for both buildings there are preferences
such as age, income, if you lived in Plymouth or have an immediate family member in Plymouth.
Grace Management Representative Bodigheimer added that a person can be on the list without
preferences.
Commissioner Willis asked the process if a person declines an available unit.
Grace Management Representative Bodigheimer said you can decline three times, and then go to
the bottom of the list.
Commissioner Willis said that is the mistake, one strike and you are out.
Housing Manager Barnes said because there are not as many names on the wait list, a person is
put at the bottom of the list if they decline three times.
Commissioner Stein and Commissioner Willis suggested removing the person from the list
assuming there are others who want the unit. If the list reopens, they can reapply. Grace
Management Representative Bodigheimer said the list is always open so they can reapply. She
said we used to have 120 names on the list.
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PIymouth Housing and Redevelopment Authority
February 24, 2011
Page 9
Cormnissioner Willis said if people are choosey and picky and can still stay on the list, someone
fiirther down the list never gets the chance to take the unit.
Grace Management Representative Boedigheimer said it is rare that to start back at the top, and
added that they turn 20 units per year.
Vice Chair Caryotakis asked if a tenant can be placed on a preference list for a better apartment
once they are in a unit.
Grace Management Representative Boedigheimer answered affirmatively and said they charge
350 for an internal move at both Vicksburg Crossing and Plymouth Towne Square.
Housing Manager Barnes said residents are more apt to say no because they can stay Ionger as
there are more options available and there are more services.
Commissioner Stein recommended advertising in the Sun Sailor. Housing Manager Barnes said
we do advertise and there will be ads in the next Plymouth Newsletter.
Grace Management Representative Boedigheimer said there will be an open house in early April,
which has been successful in bringing in traffic in the past.
B. Election of Officers. Chair, Vice -Chair, Secretary.
The election of officers was tabled to the March HRA meeting when Chairman Jeff Kulaszewicz
can be present.
5. ADJOURNMENT
MOTION by Vice Chair Caryotakis to adjourn the meeting at 8:36 p.m.
P
PLYMOUTH
TOWNE SQUARE
MEMORANDUM
To: Jim Barnes
From: Lori Jackson, Managing Director, Plymouth Towne Square
Date: March 16, 2011
Re: PTS Monthly Report for February 2011
March Newsletter and March Calendar attached
February financial statement attached
Occupancy/Marketing
February Move Outs/Ins and Internal Moves
No current notices to vacate.
Resident in apartment #222 made an internal move to apartment
132, a two bedroom.
Apartment #222 is rented for a move in date of April 1$t
Upon the move in April 15t, there will be no vacancies.
There are currently 101 Individuals on the one bedroom wait list and
21 names on the two bedroom wait list.
15500 37th Avenue North • Plymouth, MN 55446-3250
Phone: (763) 550-9525 • Fax: (763) 551-0144
Owned by Plymoudi Housing and Redevelopment Authatiryy
Administrative/Buildin.q Operations
Summit Fire replaced 4"x21'-0" main sprinkler piping with a pin-hole leak
on the dry system. Installed PIV handle and lock. $1056.
Midwest Aerial replaced securitylparking lot lighting components. $247.91
Owens repaired the heat pump servicing the lobby, office area and salon.
This required two repairs totaling $1,728.87.
Owens repaired a bad gas valve in boiler #4. $1,042.60.
Resident Services
The Valentine's Day party with entertainment was held February
14th
The monthly resident meeting and birthday celebration was held February
24th. Chuck Tindell gave a presentation "Life's Journey — what's in your
suitcase?" The residents enjoyed the speaker.
The CPRIAED and First Aid — "What to do until the paramedics arrive
class" will be held the last week in April. There are 16 residents signed up.
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Balance Sheet
PLYMOUTH TOWNE SQUARE
As Of February 28,2011.
Ending Balance
ASSETS
Total
CURRENT ASSETS
M I PETTY CASH 500
M I OPERATING ACCOUNT 74,654
M I SEC DEPOSIT CASH ACCOUNT 47,590
INVESTMENTS -WORKING CAPITAL FUND 781,135
INVESTMENTS - NEW DEBT SERVICE 171,531
ACCOUNTS REG -TENANTS 22)
INTEREST RECEIVABLE 2,375
ACCOUNTS REC-OTHER 908
PREPAID PROPERTY INSURANCE 7,172
PREPAID OTHER 2,487
TOTAL CURRENT ASSETS 1,088,330
FIXED ASSETS
LAND 459,247
SITE IMPROVEMENTS 111,390
BUILDING 5,767,619
BUILDING IMPROVEMENTS 301,779
FURN, FIXT & EQUIP -GENERAL 237,652
FURNITURE & FIXTURES -HOUSEKEEPING 8,696
COMPUTERSIOFFICE EQUIPMENT 14,146
ACCUMULATED DEPRECIATION 2,813,876)
TOTAL FIXED ASSETS 4,086,653
NON-CURRENT ASSETS
DEFERRED CHG - ORIG ISS COSTS 17,357
DEFERRED CHG - BOND ISSUANCE COSTS 23,326
TOTAL NON-CURRENT ASSETS
TOTAL ASSETS
40,682
5,215,665
Balance Sheet
Ending Balance
LIABILITIES
Total
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 12,483
ACCRUED PAYROLL 3,285
ACCRUED COMPENSATED BALANCES 3,209
ACCRUED INTEREST 64,620
ACCRUED REAL ESTATE TAXES 34,212
ACCRUED OTHER 2,079
TOTAL CURRENT LIABILITIES 119,888
LONG-TERM LIABILITIES
SECURITY DEPOSITS 46,543
BONDS PAYABLE 3,490,13131)
BOND DISCOUNT 31,642)
3,504,901
TOTAL LIABILITIES 3,624,789
EQUITY
RETAINED EARNINGS RESERVED FOR DEBT 126,744
SERVICE
RETAINED EARNINGS 1,456,498
TOTAL EQUITY 1,583,242
CURRENT YEAR INCOMEI(LOSS) 7,634
TOTAL. LIABILITIES & EQUITY 5,215,665
Profit and Loss Variance
PLYMOUTH TONNE SQUARE
Through February 28,2011.
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
INCOME
APARTMENT RENTAL REVENUE 49,154 49,016 138 98,527 96,032 595 588,192
HRA INDIVIDUAL 20,000 20,000 0 40,000 40,000 0 240,000
GARAGE RENT 2,880 2,790 90 5,822 5,586 242 33,460
GUEST ROOM REVENUE 400 150 250 400 300 100 1,800
LAUNDRY REVENUE 90B 065 43 1.326 1,730 404) 10,380
APPLICATION FEE REVENUE 140 63 B7 175 Ina fig 636
TRANSFER FEE REVENUE 0 0 0 0 0 0 703
INVESTMENT INCOME 475 475 0 950 950 0 5,703
MISCELLANEOUS REVENUE 56 20 35 176 40 136 240
TOTAL INCOME 74,012 73,369 643 147,475 146,738 737 881,128
EXPENSES
ADMINISTRATION
MANAGER SALARIESrWAGES 3,508 3,855 347 7,540 7,710 170 46,260
PAYROLL TAXES 578 548 30) 1,370 1,096 274) 6,576
HEALTH INSURANCE 693 1,366 673 1,526 2,732 1,206 16,392
WORKERS COMP INSURANCE 175 110 55) 458 220 238) 1,320
MAINTENANCE SALARIESIWAGES 1,401 1,456 55 2,931 2,912 19) 17,472
MAINTENANCE AS&T SALARIESIWAGES 833 775 58) 1,642 1,550 92) 9,300
EMPLOYEE COSTS 45 220 175 90 440 350 2,640
SEMINARITRAINING 0 15 15 0 30 30 180
BANK FEES 12 3 9) 12 6 8) 35
DUES, SUBS & MEMBERSHIPS 9 0 0 0 0 0 110
LICENSE & PERMITS 0 0 0 9 0 0 894
MILEAGE REIMBURSEMENT 56 55 1) 103 110 7 660
POSTAGFAOVERNIGHT EXPRESS 7 10 3 31 20 11) 120
PRINTING 0 9 9 150 18 132) 106
MANAGEMENT FEES 4,400 4,499 0 8,800 8,800 0 52,800
PROFESSIONAL FEES 0 279 270 0 540 540 3,240
TELEPHONE EXPENSE 437 443 6 878 886 8 5,315
EQUIPMENT LEASEIREPAIR 0 139 130 222 26U 38 1,560
OFFICESUPPLIES 516 92 424) 688 104 504) 1,104
MISCELLANEOUS ADMIN EXPENSE 0 10 10 0 20 20 120
TOTAL ADMIN EXPENSES 12,662 13,767 1,105 26,441 27,534 1,093 166,200
RESIDENT SERVICES
RESIDENT PROGRAMAACTIVITIES 419 225 194) 466 450 16) 3,953
TOTAL RES SERV EXPENSES 419 225 194) 466 450 16) 3,950
MARKETING
PROMOTIONAIIPARTIES 9 15 15 0 30 30 180
TOTAL MARKETING EXPENSES 0 15 15 0 30 30 100
HOUSEKEEPING
CONTRACT LABOR 1,429 1,500 72 2,822 3,000 178 18,000
CLEANING SUPPLIES 128 170 42 403 340 63) 2,130
TOTAL HOUSEKEEPING EXPENSES 1,556 1,670 114 3,223 3,340 115 20,130
Profit and Loss Variance
PLYMOUTH 'TOWNS SQUARE
Through February 26,2011.
BUILDING & GROUNDS
CABLE TV EXPENSE
UTILITIES - ELECTRICITY
UTILITIES - GAS
UTILITIES - WATERISEWER
WATER SOFTENING SERVICE
DOORS. KEYS & WINDOWS
FIRE SYSTEM SERVICE
LAWN SERVICEMNDSCAPISNOW RMVL
PEST CONTROL
TRASH REMOVAL
UNIT TURNOVER REPAIRS
RESERVEIREPLACE CAPITAL EXPENSE
ELEVATOR -REPAIRS & MAINTENANCE
REPAIRS & MAINTENANCE
BUILDING & GROUNDS SUPPLIES
HVAC - REPAIRS & MAINTENANCE
MISCELLANEOUS B & G EXPENSES
TOTAL BUILDING & GROUNDS
OTHER OPERATING EXPENSES
PROPERTY & LIABILITY INSURANCE
PAYMENT IN LIEU OF PROPERTY TAX
TOTAL OTHER OPERATING EXPENSES
TOTAL OPERATING EXPENSES
NET OPERATING INCOME I ( LOSS)
DEPREC, INTEREST & OTHER EXPENSE
DEPRECIATION EXPENSE
AMORTIZATION EXPENSE
INTEREST EXPENSE
TOTAL DEPREC, INTEREST & OTHER
NET INCOME I (LOSS)
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
58 14 116 116 146 32 B88
1,914 1,800 114) 4,153 3,60D 653) 23,600
4,334 4,000 334) 6,566 8,500 168) 26,500
553 550 3) 1,140 1,100 46) B,49D
372 305 67) 594 610 17 3,660
2 420 418 2 840 838 5,040
90 323 233 90 646 556 3,876
2,079 1,440 639) 5,099 2,BBB 2,219} 17,280
0 0 0 0 0 0 640
845 629 216) 1,445 1,258 187) 7,548
8,647 2,250 6,387) 8,904 4,500 4,404} 27,000
0 1,000 1,000 0 1,000 1,000 9,000
454 550 95 908 1,100 592 6,600
1,356 1,655 297 3,146 3,230 90 28,115
441 1,050 609 1,397 2,050 663 12,660
2,990 1,600 1,490) 4,729 3,000 1,729) 18,000
0 15 15 0 30 36 180
24,137 17,561 6,676) 49,391 34,492 5,6991 198,967
2,399 2,359 40) 4,797 4,718 79) 28,399
2,421 2,423 2 4,842 4,846 4 29,976
4,820 4,782 39) 9,640 9,564 76) 57,384
43,594 3B4O2D 5,574) BO,163 75,410 4,753) 446,819
30,418 35,349 4,931) 67,312 71,328 4,016) 434,3D9
16,450 16,459 0 32,899 32,999 1 197.499
465 465 0 939 930 9 5,589
12,924 12,924 0 25,948 25,949 9 153,735
29,839 29,839 0 59,678 59,678 0 356,715
579 5,510 4,931) 7,634 11,650 4,D16) 77,594
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MARCH BIRTHDAYS
Happy Birthday to the following residents
who are celebrating birthdays this month!
WES KETTNER 1
IDA MILLER 3
BELA KOLTUNOV 4
BARBARA MOWAN 4
MARGARET NELSON 4
MATVEY PORTNOY 8
LAVERN EASTLACK 16
BRUCE JOHNSON 19
MARJORIE BAKER 28
JANICE MCINDOO 30
YEVGENIYA MENDYUK 30
ALBERT WERTZ 30
WELCOME NEW
RESIDENTS
Leonid Scobov and
Raisa Scobova #317
and Delight Steele in
132.
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ST.'PATRICK'S DAY
PARTY
Thursday March 17tH
At 1:00 PM. Enjoy the
Music of the Kitchen
Kut Ups of New Brighton.
ay goa Ire as 1,1 as goa ulal(t, al(V
jlelr w wcurt as ,p as goa Le,
WHAT TO DO
UNTIL THE
PARAMEDICS
ARRIVE CLASS
The First Aid/
CPR/AED class
will be held in
April. There are
three more
openings. Please
sign up if you are
interested.
1 goa ;,e, eacZy evoaj to 6e,
ARTISTS
Please give Lori
your finished artwork.
Your beautiful
creations will be
displayed in the
activity room for all
to enjoy!
a ce as /,yo ore wee watek;o,
ga as i as oee wee
Ayd ke e ty Ay as wet
Ow, fast,
Terry would like to
remind residents to
pat u tiny amount of
cooking oil in your
garbage disposal to
keep it running
smoothly.
Please contact
Ruth Clark in #111
if you should need
assistance on the
weekends or
evenings. Ruth
will contact me by
phone. Call
763-442-5951 for
all maintenance
emergencies.
VETERANS
Please stop in the
office to see me.
I would like to
gather information
on your service to
our Country.
ALL I REALLY NEED TO KNOW I LEARNED IN KINDERGARTEN
All I really need to know about how to live and what to do and how to be I learned
in kindergarten. Wisdom was not at the top of the graduate school mountain, but
there in the sand pile at school.
These are the things I learned:
Share everything.
Play fair.
Don't hit people.
Put things back where you found them.
Clean up your own mess.
Don't take things that aren't yours.
Say you're sorry when you hurt somebody.
Wash your hands before you eat.
Flush.
Warm cookies and cold milk are good for you.
Live a balanced life - learn some and think some and draw and paint and
sing and dance and play and work every day some.
Take a nap every afternoon.
When you go out in the world, watch out for traffic, hold hands and stick
together_
Be aware of wonder. Remember the little seed in the Styrofoam cup: the
roots go down and the plant goes up and nobody really knows how or
why, but we are all like that.
Goldfish and hamsters and white mice and even the little seed in the
Styrofoam cup - they all die. So do we.
And then remember the Dick -and -Jane books and the first word you
learned - the biggest word of all - LOOK.
Everything you need to know is in there somewhere. The Golden Rule and love
and basic sanitation. Ecology and politics and equality and sane living.
Take any one of those items and extrapolate it into sophisticated adult terms and
apply it to your family life or your work or government or your world and it holds
true and clear and firm. Think what a better world it would be if we all - the whole
world -- had cookies and milk at about 3 o'clock in the afternoon and then lay
down with our blankies for a nap. Or if all governments had as a basic policy to
always put things back where they found them and to clean up their own mess.
And it is still true, no matter how old you are, when you go out in the world, it is
best to hold hands and stick together.
All I Really Need. to Know I Learned in Kindergarten by Robert Fulghum
HEART SMART
7 SYMPTOMS WOMEN IGNORE
Fatigue: In the weeks before an attack, 71% of women
have flu-like symptoms. Days before, you may feel too
tired to lift your laptop.
Non -Chest Pain: Rather than an explosion in your chest,
you may feel less -severe pain in your upper back,
shoulders, neck or jaw.
Sweating: You may find yourself suddenly drenched in
perspiration for no apparent reason, and your face may be
pale or ashen.
Nausea or Dizziness: During an attack, women often
vomit or feel like they are going to pass out.
Breathlessness: Almost 58% of women report panting or
inability to carry on a conversation.
Sleeplessness: In the month before a coronary, nearly
half of the women have trouble sleeping.
Anxiety: Many women experience a sense of impending
doom or fear before a heart attack. That's your body
telling you to pay attention. Trust those instincts.
U.S. PRESIDENT & VICE PRESIDENT: Lyndon Johnson & Hubert Humphrey
HEADLINES: -Martin Luther Kung, Jr. Is Shot Dead By a Sniper in Memphis
Senator RobertF. Kennedy Is Shot and Killed By Sirhan Sirhan
November 141 Is Declared National Turn in Your Draft Card Day
First Astronauts Orbit the Moon
Philadelphia Bank Installs the First Automated Cash Dispenser
North Vietnam Begins Tet OffensiveAgainstAmerican Forces
Nixon-Agnew Ticket Defeats Humphrey-Muskie
Mexico City Hosts- Olympic Games
TIME MAGAZINE MAN OF THE YEAR: Astronauts Anders, B orman, and Lovell
COST OFLIVING: -New House - $14,975 -Average Income- $7,844
New Car - $2,822 -Average Rent - $130
Gasoline - 34¢ per gallon -Harvard Tuition - $2,000
Movie Ticket - $1.50 Postage Stamp - 6 ¢
COST OF FOOD: -Granulated Sugar- 60¢ for 5lbs.
Ground Coffee - 93 ¢ per pound
Eggs - 38¢ per dozen
Fresh Bread - 22¢ per loaf
FADS: -UnisexClothing
Gold -chain Necklaces
Vitamin D Milk - $1.21 per gallon
Bacon - 75¢ per pound
Ground Hamburger- 50¢perpound
POPULAR TV SNOWS: -Rowan & Martin's Laugh In -Here 's Lucy • Mayberry R.F.D
POPULAR MOVIES: -Oliver -2001:,4 Space Odyssey -Planet of the Apes -Rosemary 's Baby
Romeo and Juliet -Yellow Submarine -Guess Who's Coming to Dinner
The Graduate -The Odd Couple -The Good, the Bad and the Ugly •Funny Girl
SONGS: The Dock ofthe Bay (Otis Redding), krazing in the Grass (Hugh Masekela), kreen
Tambourine (The Lemon Pipers), fiHmTer Valley P. T.A. (Jeannie C. Riley), fiHello, I Love You
The Doors), fiHey Jude (The Beatles), Honey (Bobby Goldsboro, hTHeard it Through the
Grapevine (Marvin Gaye), fiMrs. Robinson (Simon. & Garhmkel), People Got to Be Free
The Rascals), fiAhraham, Martin, and John (Dion), Lady Madonna (The Beatles)
SPORTS: •Champions include Detroit Tigers (baseball), Green BayPackers (football),
Bobby Unser (Indianapolis 500), Montreal Canadians (hockey),
Boston Celtics (basketball), Billie Jean King (women's tennis), Rod Laver (men's tennis),
and O.J. Simpson (Heisman Trophy).
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Vicksburg Crossing
MEMORANDUM
To: Jim Barnes
From: Sara Paquette
Date: March 14, 2011
RE: Vicksburg Crossing Monthly Report for February 2011
March Newsletter and March Calendar attached
d .c.
Rentals:
As of February 28, we have 88 occupied apartments with 6 vacant, and we have 0 deposits at this time,
giving us a total of 6 apartments available to rent. The Low Income Apartment waiting list now has 30
names so I have been adding interested people to the list.
Listed below is a breakdown of units that are occupied and vacant.
Style Total #)
Square Feet Bedrooms Occupied Vacant
Deposits
Style A (23) 850 Sq Ft 1 Bedroom 22 1
Style C (8) 884 Sq Ft 1 + Den 7 1
Style C2 (8) 450 Sq Ft 1 + Den S 0
Style D (8) 1187 Sq Ft 2 Bedroom S 0
Style D2 (4) 1281 Sq Ft 2 Bedroom 4 0
Style E (7) 1055 Sq Ft 2 Bedroom 7 0
Style E2 (3) 1055 Sq Ft 2 Bedroom 2 1
Affordable (33) 725 Sq Ft 1 Bedroom 30 3
TOTALS 88 6
Move-Ins/Move-Outs:
We had one move out and one move in during the month of February. The resident who moved out was
asked to move due to a significant lease violation.
31.55l&Ishurg Lane N • Ply...th, NISI 55447 P
tonlepp(
7163)
j559-
187``7 s]]F'ax (763)559-0144 • ww"ci.p[ymouth.nin.us
Omiea by Plymputh Housino an[l ReJe-,'elopmeiit K[1tLloa y
R333333i
EQUAL HOUSING
OPPORTUNITY
Marketing
We continue to advertise in the Lakeshore Weekly and Sun Sailor. Our next open house will be on
Tuesday, April 12th from 4-7 pm. We will have entertainment, food and a raffle for spring baskets. We
will advertise for the open house in the Sun Sailor and Lakeshore Weekly. We will also send postcards
out to people on our prospect list. We understand that prospective residents rely on many different
resources when looking for an apartment so we have added a listing on the housinglink.org website. This
month we are also visiting Senior Centers in the area to update their information, inquire about upcoming
events they are planning and make sure they have a supply of our brochures.
Resident Services
On Friday, February 4th
Taylor Marie's came to the building and had a clothing sale in the community
room. The residents enjoy the convenience of shopping in the building, especially in February.
We had our Valentine's Day party on Monday, February 14th. The residents really enjoyed the music
provided by a teacher and student from the Wayzata High School orchestra who volunteered their time.
We had food from Broadway Pizza and ice cream for dessert.
We had our monthly birthday party on Thursday, February 17th we had cake, ice cream, and coffee. We
decorated with balloons, festive napkins and plates. We listed the birthday people on a balloon poster. The
residents stood if it was their birthday and we sang Happy Birthday.
Buildin Issues
We had to replace another ignition board in apartment 107. This month we have been getting bids for
extra storage in the underground parking garage.
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Balance Sheet
As Of February 20,201 1,
Ending Balance
ASSETS
CURRENT ASSETS
M I PETTY GASH 746
M I OPERATING ACCOUNT 298,307
M I SECURITY CASH ACCOUNT 53,007
INVESTMENTS- WORKING CAPITAL FUND 191,468
INVESTMENTS - DEBT SERVICE 578,660
ACCOUNTS REG -TENANTS 244
INTEREST RECEIVABLE 850
PREPAID PROPERTY INSURANCE 7,521
PREPAID OTHER 1,462
TOTAL CURRENT ASSETS
FIXED ASSETS
LAND 674,593
SITE IMPROVEMENTS 238,793
BUILDING 9,025,428
FURNITURE, FIXTURES & EQUIP -GENERAL 353,456
COMPUTERS/OFFICE EQUIPMENT 4,711
ACCUMULATFD DFPRECIATION 1,566,286)
TOTAL FIXED ASSETS
NON-CURRENT ASSETS
BOND ISSUANCE COST
TOTAL NON-CURRENT ASSETS
TOTAL ASSETS
59,753
Total
11,132,265
8,930,694
59,753
10,122,712
Balance Sheet
VICKSBURG CROSSING
As Of February 28,2011.
EQUITY
RETAINED EARNINGS -RESERVED FOR DEBT 561,671
SERVICE
RETAINED EARNINGS (1,165,155)
TOTAL EQUITY (603,484)
CURRENT YEAR INCOMEI(LOSS) (29,135)
TOTAL LIABILITIES & EQUITY 10,122,712
Ending Balance Total
LIABILITIES
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 110,462
HEARTS & MEMORIALS FUND DONATIONS 246
ACCRUED PAYROLL 3,265
ACCRUED COMPENSATED BALANCES 750
ACCRUED INTEREST 279,099
ACCRUED REAL ESTATE TAXES 54,842
ACCRUED OTHER 2,123
TOTAL CURRENT LIABILITIES 350,798
LONG-TERM LIABILITIES
SECURITY DEPOSITS 49,279
BONDS PAYABLE 10,385,000
BOND DISCOUNT 29,745)
10,404,534
TOTAL LIABILITIES 10,755,332
EQUITY
RETAINED EARNINGS -RESERVED FOR DEBT 561,671
SERVICE
RETAINED EARNINGS (1,165,155)
TOTAL EQUITY (603,484)
CURRENT YEAR INCOMEI(LOSS) (29,135)
TOTAL LIABILITIES & EQUITY 10,122,712
Profit and Loss Variance
VICKSBURG CROSSING
Through February 28,2011.
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
INCOME
APARTMENT RENTAL REVENUE 84,102 84,589 487) 167,354 170,488 3,134) 1,022,918
APARTMENT RENTAL REVENUE- COUNTY 2,953 2,545 407 5,886 5,092 794 30,552
HRA SUBSIDY -TAX LEVY 2,000 2,000 0 4,000 4,000 0 24,000
GARAGE RENT 3,080 2,925 155 6,115 5,850 265 35,100
GUEST ROOM REVENUE 0 9B 98) 0 195 195) 1,176
APPLICATION FEE REVENUE 35 35 0 35 70 35) 420
TRANSFER FEE REVENUE 0 20 29) 0 58 58) 348
INVESTMENT INCOME 170 170 0 340 340 0 2,040
MISCELLANEOUS REVENUE 320 400 80) 1.114 600 314 4,800
TOTAL INCOME 92,661) 92,792 1321 184,844 196,894 2,050) 1,121,354
EXPENSES
ADMINISTRATION
MANAGER SALARIES 3,508 3,055 347 7,540 7,710 170 46,260
PAYROLLTAXES 578 54B 30) 1,370 1,066 274) 8,576
HEALTH INSURANCE 693 1,366 673 1,246 2,732 1,466 16,392
WORKERS COMP INSURANCE 154 110 44) 305 220 85) 1,320
MAINTENANCE SALARIESNWAGES 1,401 1,455 55 2,931 2,912 19) 17,472
MAINTENANCE ASST SALARIES 833 775 58) 1,642 1,550 92) 9,300
EMPLOYEE COSTS 45 220 175 90 440 350 2,640
SEMINARnRAINING 0 25 25 0 50 50 300
RANKFEES 0 5 5 0 10 10 60
DUES, SUBS a MEMBERSHIPS 0 10 10 0 20 20 120
LICENSE 8 PERMITS 0 0 0 616 676 0 876
MILEAGE REIMBURSEMENT 56 55 1) 163 110 7 660
POSTAGEIOVERNIGHT EXPRESS 12 2 10) 12 4 8) 24
PRINTING 0 4 4 0 0 8 48
MANAGEMENTFEES 4,000 4,000 0 6000 8,000 0 48,000
PROFESSIONAL FEES 0 i80 180 0 360 360 2,160
TELEPHONE EXPENSE 475 477 2 956 954 2) 5,724
EQUIPMENT LEASEIREPAIR 63 163 100 126 326 2C0 1,728
OFFICE SUPPLIES 34B 120 220) 451 240 211) 5,020
TOTAL ADMIN EXPENSES 12,166 13,371 1,205 25,447 27,418 1,971 160,678
RESIDENT SERVICES
RESIDENT PROGRAMIACTIVITIES 183 250 67 421 500 BO 4,250
TOTAL RES SERV EXPENSES 183 250 67 421 500 80 4,250
MARKETING
POSTAGE 0 17 17 7 34 27 204
PRINTING 0 5 5 0 10 10 60
ADVERTISING 412 700 208 923 1,400 477 8,400
PROMOTIDNALIPARTIES 0 0 0 0 0 II 1,100
TOTAL MARKETING EXPENSES 412 722 310 930 1,444 514 9,764
HOUSEKEEPING
CONTRACT LABOR 92fi 980 54 1,894 1,986 66 11,760
CLEANING SUPPLIES 228 70 158) 290 140 150) B40
TOTAL HOUSEKEEPING EXPENSES 1,154 1,050 104) 2,184 2,100 84) 12,600
Profit and Loss Variance
VICKS13URG CROSSING
Through February 28,2111.
OTHER OPERATING EXPENSES
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
BUILDING & GROUNDS
2,530 2,677 147 5,060 5,354 294 32,124
CABLE TV EXPENSE 58 116 58 117 232 115 1,392
UTILITIES -ELECTRICITY 2,221 2,165 56) 4,229 4,330 101 24,630
UTILITIES - GAS 4,311 6,200 BOB 8,757 10,400 1,643 25,900
UTILITIES - WATERISEWER 885 1,000 115 1,728 2,000 272 12,775
WATER SOFTENING SERVICE 0 140 140 133 290 147 1,680
DOORS, KEYS 8 WINDOWS 280 75 4213) 296 150 145) 900
FIRE SYSTEM SERVICE 53 255 202 105 510 405 3,050
LAWN SERVICEAANDSCAPISNOW RMVL 1,271 1,425 154 3,394 2,850 544) 17,100
PEST CONTROL 0 0 0 0 0 0 860
TRASH REMOVAL 862 503 359) 1,478 1,006 472) 6,036
UNIT TURNOVER REPAIRS 1,895 1,600 295) 5,902 3,200 2,702) 19,200
RESERVE/REPLACE CAPITAL EXPENSE 0 0 0 0 3,000 3,000 3,000
ELEVATOR -REPAIRS 8 MAINTENANCE 384 378 6) 751 756 5 4,535
REPAIRS & MAINTENANCE 248 1,000 752 24B 2,000 1,752 21,900
BUILDING 6 GROUNDS SUPPLIES 483 550 67 1,360 1,100 269) 6.600
HVAC- REPAIRS B MAINTENANCE 988 759 238) 1,213 1,500 2B7 9,000
MISCELLANEOUS B & G EXPENSES 0 16 15 0 30 30 1 BO
TOTAL BUILDING 8 GROUNDS 13,947 15,172 1,225 29,712 33,344 3,632 158,549
OTHER OPERATING EXPENSES
PROPERTY& LIABILITY INSURANCE 2,530 2,677 147 5,060 5,354 294 32,124
PAYMENT IN LIEU OF PROPERTYTAX 4,196 4,200 4 8,391 8,488 9 50,400
TOTAL OTHER OPERATING EXPENSES 6,726 6,877 151 13,451 13,754 303 92,524
TOTAL OPERATING EXPENSES 34,587 37,442 2,8$5 72,14$ 78,560 6,415 428,365
NET OPERATING INCOME I(LOSS) 58,973 55,350 2,723 112,699 108,334 4,365 692,989
DEPREC, INTEREST B OTHER EXPENSE
DEPRECIATION EXPENSE 30,723 30,723 0 61,445 61,446 1 366,676
AMORTIZATION EXPENSE 325 325 0 654 650 4) 3,900
INTEREST EXPENSE 39,870 39,870 0 79,739 79,740 1 478,446
TOTAL DEPREC, INTEREST & OTHER 70,918 70,918 0 149,835 141,836 1 851,016
NET INCOME I (LOSS) 12,845) 15,568 2,723 29,135) 33,502) 4,367 158,027)
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VicIzAtirg Crossing
March 2011
We had a wonderful Valentine's Day party on February 14th. I hope eve-
ryone who attended enjoyed the music. The performers were from Way-
zata High School. Drew is a student and Mark is the music teacher. I
thought it was very nice of them to take time from their busy schedules
and afterschool activities to perform for us. We hope to have them back
again. Thanks to all the volunteers who helped the night of the party.
Thank you!!!!!!!
Spring cleaning will begin soon, let's hope we have some spring weather
to go along with it. In March Mike will be changing the furnace filters.
In April the garage will be swept and power washed, and the outside of
the windows and screens will be cleaned. This year we will also be hav-
ing all the common area carpet cleaned.
I know our snow removal crew would appreciate a little spring thaw.
They have been very busy this year, and along with Mike, have done a
great job keeping our sidewalks and parking lot clear. They are not al-
ways able to plow at a respectable hour, and it can be quite noisy, so I
would like to thank all the residents for their patience during this long,
snowy winter.
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Reminder:
March rent is due on or before Saturday,
March 5th
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pate you might want to sit in with the group one Wednesday to see if it
91,_ 1...,..., 47, 4-11.-- ,.i.....:. --A __ t:
Resident Meeting
At the meeting I asked residents to please contact Management if
they know that a dog has had an accident in the hallway, the
e
vator or any other common area. If it is in the evening or onAlslVa weekends residents can leave a note in the slot next to my office
door. We have the right products to clean it up.
We have reserved the pavilion at Parker's Lake on Tuesday, July 12th for a
family picnic. Please let family members know that they are welcomefl
The next resident meeting will be on Wednesday. March 2nd at 9:00
it in the Community Room. D
Maintenance and Building Update
Due to thawing and refreezing, Minnesota sidewalks and parking lots can be dif-
ficult to navigate during the month of March. The maintenance crew does their
best to keep our sidewalks and parking lot clear of ice however it is hard to keep
up when ice forms over night so please watch your step!!!!
Many residents have been impressed with the senior tax service offered at Ply-
mouth Creek Center, so if you have not used the service before you can call Ply-
mouth Creek Center to set up an appointment. Accountants are available on
Wednesdays.
I have had several residents concerned about dogs barking. If you have a dog
please be considerate of your neighbors and try to control excess barking.
Thank You!
Mike would like residents at Vicksburg Crossing to know that at Plymouth Towne
Square he has bath chairs and commodes that are in new condition if anyone
needs either item they should contact Mike.
Mike will be changing furnace filters on March 7th, 8th, 9th & 10th. I will send out
a reminder notice with more details.
Nail Care Services
We will have a Nail Clinic on Thursday, March 10th from 1:30-3:30. The
o . clinic includes foot soaking, nail trimming and filing and light massage. It
E does not include nail polishing. Comfort Keepers is not able to provide ser-
vices to diabetes patients.
W There is a sign up sheet on the table outside my office.
party will follow our St.Patrick's Day hunch.
The birthday celebration is open to all residents who wish to come down
at and help us celebrate.
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Even if it's not your birthday
month!)
Helen Freng March 4th
Elizabeth Bahl March 9th
Nancy Holter March 14th
Marjorie Swadner March 24th
Sam Gendler March 22nd
Grace Lynch March 23rd
Dorothy Shoemaker March 23rd
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Arlene Bolinski March 27th tk
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kk Jean Gimmestad March 29th tk
Maryalyce Elsen March 31 st
Nedra Halsted March 31 st
Frank Heglund March 31 st
Jean Pastorek March 31 st
n $_7AmAG- A
m St. Patrick's Day Party ==
This month we will combine our St. Patrick's Day party with our Birth- m
day party because they fall on the same day. We will have a lunch start-
ing at 12:00 followed by birthday cake and ice cream for dessert. Resi-T ri W
dents may sign up for the party on Thursday, March 10th and Friday,
March 11th between 10-12 in the Community Room. The cost will be M=
7.00 and we will be getting food from our new neighbors, Dickey's
Y
eW Barbecue. Residents who are interested only in celebrating March birth-
days can come to the Community Room at 1:00 for cake and ice cream.
W`
7
There will be a sign up sheet outside my office if you can help with the
party. Thank You!
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Vic ,zsbtn-g crossi g
To: Plymouth Housing and Redevelopment Authority
From: Sara Paquette Managing Director
Date: March 14, 2011
Subject: Vicksburg Crossing Market Report
February Inquiry/marketing activity recap is as follows
Phone/Internet Inquiries
10 phone calls from different people inquiring about apartments for themselves or
family members.
0 5 people made appointments to come in and see apartments.
0 5 people did not make appointments to see the apartments. Either the
rates were too high or they were just interested in having information sent.
We will follow up with these people.
o We received 3 emails from people who found us on our web site.
Walk-in Traffic
2 people came in as walk-in traffic in February.
Interest Timeline for Move In
Of the 7 people that came into the office (either set up appointments or came in
as walk-in traffic):
0 1 selected an apartment and put down a $500 deposit.
o 4 people were looking for a new home within the next 6 months.
o 2 were looking for a new home within 6 -12 months.
0 0 were looking for a new home beyond 12 months from now.
3.1q.
3155 ViJ!sburg Lane N • Plymouth, N1N 55447 • Phone (163)559-1877 • Fax (763)559-01.44 • www.ci.plymouth.nnims
Owed by Plyn Outb I lousing and Redeve(opinenL Authoilty
EQUAL HOUSING
OPPORTUNITY
Interest Level by Apartment Style
Of the total of 15 contacts (the sum of phone calls, emails and walk in traffic).
o 4 people were interested in information on low income / were under
the impression we had subsidized housing
o 5 people were most interested in moderately priced 1 bedrooms
0 1 was most interested in a 1 bedroom with den
o 4 people were most interested in 2 bedrooms
o The remaining wanted pricing on several sizes. They were more
interested in price.
Ongoing Marketing Strategies — Update December
l larket riig Medium' requenpy Cyst Results Recommendation..
Sun Newspaper Typically 1 x 475 Good Continue, alternate
mo. w/ Lakeshore
page Weekly
Lakeshore Weekly Typically 1 x 450 Good Continue, alternate
News mo.; w/ Sun Sailor —
page
Brochures placed in Ongoing Nothing Keeps our Continue as
Senior Centers of more than info in permitted
Crystal, Hopkins, cost of the circulation.
Robbinsdale, and brochure
Maple Grove also
PCC & City Hall.
VC Website Ongoing 50 mo Typically Tracking inquiries.
receive
several
inquiries a
month
Open House Twice a year. Approx. Was very Our next Open
Try to coincide 350 successful. House will be
with a resident Gave a lot of Tuesday, April
party. tours. 12th
Prospects
impressed w/
building &
apartments.
2
Additional Marketing Efforts
We will be having our next open house on Tuesday, April 12th from 4-7 pm. We are
planning jazz music, food and a raffle for spring movie and dinner baskets. We will be
sending postcards out to our prospects and we will advertise for the open house in the
Sun Sailor and Lakeshore weekly. We understand that prospective residents rely on
many different resources when looking for an apartment, so we have added a listing on
the housinglink.org website. With spring right around the corner we have had a
significant increase in the traffic coming to visit the building. We will also be visiting the
Senior Centers in the area to update their information, inquire about upcoming events
and make sure they have plenty of Vicksburg Crossing brochures.
3
GRACE
MANAGEMENT,
INC.
To. Plymouth Housing & Redevelopment Authority
From: Jody Boedigheimer, Grace Management, lnc.r
Date: March 17, 2011
3. E).
6225 42nd Avenue North
Minneapolis, MN 55422
763) 344.9934
FAX:(763)944-9a58
www.gracemanagementcom
Subject: Plymouth Towne Square & Vicksburg Crossing Resident Surveys Recap
In January 2011 the residents of both buildings were asked to complete a resident
survey asking various questions about the common areas, buifdings & grounds,
administration (staff responsiveness, etc.) and the activities programs. They were
asked to respond to each statement with a rating of 1=POOR (needs immediate
attention), 2=FAIIR (a concern), 3=ADEQUATE (acceptable) or 4=EXCEL LENT
noteworthy). Both buildings received high marks. The survey responses were
tabulated and the results are attached.
PLYMOUTH TC?WNE SQUIRE
99 surveys were sent out, 69 were returned. The overwhelming majority of the answers
are Good or Excellent with their overall average score being 3.5.
The average score for the common areas of the building is 3.6 which is excellent on a 4
pointscale. It was the samefor the building and grounds areas with an average score
of 3.6. The Administration category returned an average score of 3,6 also, it was the
Activities section that dropped down to 3.3 as an average score for the subfect
category,
All comments received are submitted in this report. It is interesting to read the diverse
opinions of our population. We are addressing the comments as necessary and as
quickly as possible.
VICKSBURG CROSSING
85 surveys were sent out, 60 were returned. The overwhelming majority of the answers
are Good or Excellent with their overall average score being 3.6.
ACCRmmn MANAGEMNT ORGANIZAT10ND
Speclalized Management and Marketing
The average score for the common areas of the building is 3.5. The building and
grounds areas scored slightly higher with an average score of 3.7. The Administration
category returned an average score of 3.8. It was the Activities section that dropped
down to 3.4 as an average score for the subject category.
All comments received are submitted in this report. It is interesting to read the few
opinions -expressed by this group of residents compared to those of PTS. They are
overall less engaged in the "operation" of the property. We have been addressing the
issues as necessary,
2
This survey was sent out to all residents in January 2011. They were asked to rank their
answers based on the following scale:
1 = Poor (requires immediate attention) 2 = Fair (a concern)
3 = Good (acceptable) 4 = Excellent (noteworthy)
Plymouth Towne Square 2011 Survey Results: Total score
of people
who
answered
Average Score
Y --. Please -rate E ow you feel, about the cpr tan ares uti Ply_r Q t iTo cneSs uare__-,, a
1 Are they well maintained and comfortable? 250 69 3.6
2 Are the furnishings in the common areas suitable? 251 69 3.6
3 Is the interior lighting adequate? 247 69 3.6
4 Are the elevators clean and kept up? 243 69 3.5
5 Are the corridors & stairways clean & free of obstruction? 251 69 3.6
Comments about:.common .... .........
1 Cleaning service needs to be replaceclM
2 Baseboards in common areas need cleaning.
3 We feel they do not take enough time vacuuming. They just run up & down without taking the time to
make sure the carpets are thoroughly cleaned & vacuumed wall to wall. But they always look good.
4 There are some bad carpet stains in the 1st floor east corridor.
5 The cleaning team seems very competent.
6 clothing takes the place of old fashioned light bulbs. How we miss their brightness and better lighting.
Too bad its law ... It is a bad lawll
7 It is very clean and comfortable.
8 Great.
9 The dining room is very nice - plenty of room for our activities and we have a well equipped kitchen.
10 Very satisfied.
11 I'm pleased with all the living areas.
12 Couches in the activities room are not very comfortable,
13 All good.
14 How often are the chairs cleaned?
15 We do not like all of the "stuff' piled in front and between the cars.
16 Garage needs attention too many tenants store too many things in their stall. It looks like a storage
area. Junky!!
WASP` lril----. and, rounds at PI maufh, Towne 5_ Wuare,._..... ._ ._.
I1 How well is the building maintained? 249 69 3.6
2 How promptly does the maintenance staff respond? 245 67 3.7
3 How well are the grounds maintained? 248 68 3.6
4 How adequate is the outside lighting on the grounds? 228 68 3.4
5 How clean & well maintained are parking areas? 238 69 3.4
6 How well maintained are the public areas & restrooms? 239 67 3.6
7 How promptly are reported problems responded to? 239 66 3.6
m Co 'cents aboUtbt ildmgnd groncls
1 1 really request that the cleaning crew be replaced. They never do an adequate job in cleaning.
Vacuuming is often skipped entirely! Some debris is on the rug & floor for weeks. Stairs not vacuumed
on East & West stairs. Poorly maintained.
2 There is a huge area of lawn. More garden space would be very nice. A level smooth surface for
outdoor eating would be a wonderful thing.
3 1 have only had to tail them a couple of times and they've been prompt in response.
4 Form does not follow function in my opinion, But I feel that the front yard needs to be Re -Configured.
It does look a little junkie as you turn into the parking lot.
5 This answer concerns yard maintenance, a problem concerning care & maintenance of the grounds
was reported early summer -nothing was addressed about it. Your grounds personnel are always in a
hurry. They arrive at times, late in the day trim shrubbery unevenly & sloppily and leave piled up rubbish
i.e. tree limbs in the back by a clump of trees. This is unacceptable & careless as well as sloppy. In
regard to outside lighting -at the back of the building there could be a little more light -there has been
one light on the north side of building with bulb not replaced for over a year & a half. For people that
walk around building it is not safe in back at night. You cannot see if someone is lurking back there.
A little more light would be appreciated for those of us that enjoy walking around property instead of
going out on the streets.
6 You do a good job, thank you.
7 Verygood!
8 I love the outside of the building - the trees, grass and flowers look so pretty and are kept up so
nice. I love the porch
9Z-:_ishouldISincepets are being permitted, some regulation about where they should be taken for walk, etc.
be provided and enforced.
10 OK as far as I know.
11 Larry & Mike are great_
12 We need a larger waste receptacle outside the main entrance.
13 Good.
14 The grounds people are just great - Summer or winter they do great job. With all the snow we have
so far, the drive way couldn't be in better shape as they are now.
15 T&D does an "outstanding" job during the winter & summer. We are fortunate to employ them! Inside
windows in apartments "very" drafty. Have to turn up the heat. That's a waste of money.
16 JPorch lighting is dark.
PLeaso,.cafe horiv, motefeelafout time ad rr nistaA r Qf PI rr?o th Toune,:Square._ y _._.._
1 Are office hours sufficient? 217 61 3.6
2 How timely is the manager's response to concerns? 203 55 3.7
3 Was the explanation of the building facilities adequate? 236 67 3.5
4 How well does the staff work together as a team? 238 66 3.6
Comments a autadminis r C ob.., _ . .` -
1 I'll miss Kathy. Always helpful - always pleasant.
2 The front office (Kathy) and maintenance men are very good.
3 1 think for the most part, the staff has worked well together as a team, however, I do NOT believe in a
conflict of interest i.e. PTS Bound maintenance working privately for manager. Too many excuses can
be made to protect ground crew. Also - no interference from management staff as to choosing flowers,
plants to help out a professional cause. I believe these decisions should be made by PTS dept. head
i.e. Grounds Chairman. We are tired of red geraniums in the hanging baskets.
4 Kathy Boesen, I have been living in apartments most of my life, both market value & now subsidized,
and l have never seen such an exceptional manager, in all ways, both business and dealing with
people. Too bad there wasn't a way to work things out. You don't find employees of that caliber -
they are few and far between.
5 The staff here treats well, and we thank them for this.
6 Extraordinary!
7 Everyone has been very nice and helpful.
8 Everything has run smoothly for me. The two times I have had work orders for our maintenance guys,
their response has been immediate.
9 When I was not home, they !eft explanations of what was done.
10 1. Exercise room can be moved to 1 st or 2nd floor. 2. We have excellent staff & they work as a team.
Please convey our appreciation. Things are as good as they can be for our building.
11 Kathy B, Terry & Mike are what make PTS the wonderful home that it is.
12 1 really couldn't answer that. I'm assuming they get along.
13 Good.
14 Kathy has done an excellent job & will be missed. Terry & Mike are very professional & do a great job.
Pleas,e"ra e'', ow,fhe current ic-Jlies,and serviice ro dams meet; a T needs
1 Entertainment programs 211 64 3.3
2 Activities programs 207 63 3.3
3 f=requency of activities/entertainment programs 208 64 3.3
1 Would you be interested in additional services/programs? Yes: 18 1 No: 41
If yes, what types of services/program? Speakers/Presentations 15
Entertainment 15
Financial Planning Asst. 2
Other (Please list) 2
2 If you were interested in additional programs/services, Yes: 15 No: 24
would you be willing to pay to participate or attend?
If yes, how much? 3 @ $1-2 2 @ $3-5 11 @ $10
3 Do you know about the services & programs for seniors
by Plymouth Senior Center located at Plymouth Creek
Center? Yes: 50 No: 14
4 Do you use the services or programs provided by
Plymouth Senior Center? Yes: 25 No: 41
If yes, how often do you attend or participate? Frequently 4
Occassionally 14
Seldom 9
Never 3
Comments about Additfo al Se uiceRela,ted _ uesiEonS,: _ . ,
1 Continue with free help with filing taxes.
2 good. I have also taken part in Senior Dining at Calvery Lutheran Church, Golden Valley one or two
3 1 think we have a good variety of entertainment.
4 Common internet for whole building with nominal charges.
5 1 have been away from the building quite a bit, but from what I have seen and participated in, all has
been good. 1 have also taken part in Senior Dining at Calvery Lutheran Church, Golden Valley one or
two times per week.
6 1 love our musical programs especially the sing a longs.
7 Nice.
8 More speakers/presentation on aging issues, Health, etc. Alzheimers, Dementia. *Exercise programs
for elderly. *Computer Learning basics. A lot of people are not able to drive to Community Centers or
schools and also their programs are too expensive. Would there be someone who could volunteer or
charge a small fee for expenses? In paying for additional services, it is hard to say. Need to know
what is offered. Most people here are not financially well off.
9 Analysts and speakers or government & foreign affairs: movies shown - movies which are not too old.
Please provide mind challenging programs or history & government affairs. We have at our age, had
enough of domesticity, cooking, quilt making, etc.
10 This is an area that we may become involved with in the future.
11 Willing to pay additional for entertainment programs music, etc.
12 Speakers Yes, but not religion based.
13 We are so satisfied how could we ever want more. Thank you for our beautiful home. We will wait
to see how Lori turns out.
14 This is a wonderful place to live. I feel fortunate to live here.
AddifL ona[ Comme:rafs _
w,
1 PTS is overall a wonderful place to reside!I thank you for providing this opportunity to live here. But we
really need more efficient cleaning crew. We clean and dust areas ourselves. Laundry rooms are
pathetic -if we don't ourselves clean them, these people are are in & then out; cleanliness cuts down
on illnesslll
2 Many of us miss the rhubarb patch we had by our home. There is room for one on this property and
some of us are still able and willing to maintain the plantings. The produce from the small garden plots
are shared with our neighbors.
3 The recent increase in rent of $30 plus an additional 2% increase per month is VERY steep. The
minimum" doesn't coincide with 35% of the income that has been listed in the annual Twin Cities
Rental Guide. Not receiving any increase in Social Security the past two years certainly created
additional hardship. I hope management will take this into consideration when they decide on
future increases, including a garage stall for parking.
4 For those of us who do not have transportation it woud be great to start some sort of program to assist
us with groceries or other shopping needs.
3 Keep up the good work!
4 1 have lived here for more than 2 years and am Very Very satisfied with the staff, maintenance and
programs. I am not active in most of the programs so maybe not qualified to answer on many items.
I do know that there are good programs available to me.
45 1 really like living here at PTS.
6 1. Why do people have garage door openers and they do not live here or rent Apt's here? 2. How long
can you have people stay with you? 3. What's with all the little people running around? Up & down, kids
are ok, but there has to be rules, this is not a raceway.
7 Maybe there is a way to make the programs by Plymouth Senior Center more widely know to residents
8 Poorly functioning windows in our unit would be our number one concern. We have some that need to
be replaced in the spring, along with new screens on the bottom. A couple have been replaced already.
1 can well imagine that this is a problem with other residents. This Apt. building needs to be retrofitted
with new energy efficient windows in the near future.
9 If management could find a way to ventilate the halls and corridors it would be great. With the diverse
nationalities occupying apartments all under the same roof cooking odors become horribly offensive
especially in the wintertime when one cannot open the windows. Stove and bathr000m ventilation
systems are not adequate to diffuse the problem. Is it fair that many should suffer because of one?
Even Febreeze cannot handle it. 1 guess I am tired of bad smells infusing my apartment. After making
some negative comments & improvement comments, I also wish to tell you how pleased and relieved
am to live at PTS. I am grateful & lucky.
10 There seem to still be smokers in this building - seen them outside. Also a lot of grandparents baby
sit their grand -children - no objection, but they should keep them in their apartments & not let them go
freely running in the corridors & elevators, disturbing others. It makes a lot of noise when they're
running and hollering and playing from floor to floor in the elevators. This is a senior building - not a
daycare. We also pay for the privledge of parking in garage. There are many residents that give their
children their remotes and use this garage. Too many people have remotes & do not abide by the
rules. I thought this garage was for residents only. This is also a safety factor & security factor.
11 Thank you, we are very comfortable here & want to thank all of the staff here, we appreciate your work.
12 Keep up the good work!
13 1 am very satisfied with almost everything here. The staff has been very good and the building is
beautiful. The grounds are very lovely. It is a grand place to live.
14 1 am so pleased to be living here. My apartment is comfortable - I love my underground parking space.
The people here are congenial.
15 Shopping & dining is within easy reach. I have lived here for about 4 yrs now, but have known about
the building for about 14 years. And always had in my mind that I wanted to move here some day,
and here I am!
16 Although the building is smoke free it is common knowledge that some residents are smoking near
the front door or the back. This defeats the purpose of designating the building as smoke free.
17 Very happy with all Plymouth & our apartment offers.
This survey was sent out to all residents in January 2011. They were asked to rank their
answers based on the following scale:
1 = Poor (requires immediate attention) 2 = Fair (a concern)
3 = Good (acceptable) 4 = Excellent (noteworthy)
of people
Vicksburg Crossing 2011 Survey Results; Total Score who Average Score
answered
W
W h9W yob;#eJ albo#tie 4lrnof? areas_An,llicksbuwr Cra_5sin
mPl
ase;rae
1 Are they well maintained and comfortable? 216 60 3.6
2 Are the furnishings in the common areas suitable? 211 60 3.5
3 Is the interior lighting adequate? 200 60 3.3
4 Are the elevators clean and kept up? 186 57 3.3
5 Are the corridors & stairways clean & free of obstruction? 217 60 3.6
carnrt on
1 Lighting in Community Room could be brighter.
2 Library needs blinds on upper windows.
3 Hand railings in the hallways.
4 Everything looks good.
5 1 think the cleaning crew do an excellent job.
6 The building is well kept. Some residents leave things laying around.
7 1 cannot afford any more apartment rent.
8 Anything you bring to their attention is promptly taken care of.
9 Carpet in elevator needs to be cleaned. Needs new carpet.
10 If the garage was kept clean foyers & stairwells would be better.
11 Lobby chairs are looking worn. Red chairs are sagging. Elevators need updating.
12 The sound in the community room is too loud.
13 New blinds should be installed in Community Room, Library, and top of entryway.
e Pllease ratehow_ .ou feeiataout tfe buidin :,arsl runcis at_fcksbur=,CrossEn __.__
1 How well is the building maintained? 213 58
How promptly does the maintenance staff respond? 227 58
How well are the grounds maintained? 221 59
How adequate is the outside lighting on the grounds? 204 57
How clean & well maintained are parking areas? 215 60
How well maintained are the public areas & restrooms? 219 60
How promptly are reported problems responded to? 207 55
3.7
3.9
3.7
3.6
3.6
3.7
3.8
2
3
4
5
6
7
Cvmmenfsaabotbualdrng and',grounds . _..:.._.
91 1 hope VC doesn't "cater or fold" to a few residents' need for more storage.
Every resident shouldn't pay more rent just to appease a few people.
My only other problem is no light in bedroom closet. Lighting in not very good.
seems cleaner since smoking ban.
2
3
4 JAir
5 Parking in the car wash bay.
6 Lack of storage space.
d ora;,ifeelk2'011t tihe adflill istralon of_1(IG}(SeUig CrossinP,lease cafe how
1 Are office hours sufficient? 223 59 3.8
How timely is the manager's response to concerns? 231 60 3.9
Was the explanation of the building facilities adequate? 211 57 3.7
How well does the staff work together as a team? 207 54 3.8
2
3
4
g_ % Comrnen#s about adwnm5ration.._,. , : .' f:.
n..
None written in this section, see general comments
Please date liow_1the,-current actEvit es and serv.lce` , Co rm tnee#_ our needs
1 Entertainment programs 191 55 3.5
Activities programs 190 55 3.5
Frequency of activities/entertainment programs 177 54 3.3
2
3
1 Blood pressure checks 1X per month
Dinner meal made available or delivery service
It really shouldn't be the responsibility of management to "entertain" us. We are adults.
Need more entertainment programs.
Most of the residents that participate are the same.
Programs are exceptional. Maybe have pizza party once a month.
Maybe an afternoon play downtown. Opportunity for travel locally such as Science Museum
More card nights and different games. Bible Study
We have a wonderful Friday night social hour & dinner. Also a very congenial writing club
Would like some exercise programs.
Leave out entertainment. Dinner/Lunch time to chat. Programs not paid for are fine.
Sound problems in dining room. I'd just as soon skip the music and just have the meal.
All interesting) music singing.
I'm very satisfied as it is, but will accept additional services too.
Maybe a very small fee because the rent is already quite high.
Programs at Plymouth Senior Center seem too expensive.
z -W
4c(ii#royal Cornraaents _
I'm completely happy at Vicksburg Crossing. The cleaner is a joy with his happy attitude.
Sara is efficient, pleasant, friendly and polite to all residents.
1 will stay at Vicksburg as long as 1 possibly can.
1 feel this is a great place to live. I have no problems or complaints.
Mike & Terry do very well.
Very prompt and helpful.
Carpet in elevator needs to be cleaned. Needs new carpet.
We couldn't ask for a better manager.
Something should be done about dog accidents in the hall & elevator.
1 like living here. I will stay as long as I can afford it.
Management should watch for some personalities amoung residents. They are stressed out.
2
3
94
5
6
7
48
9
10
11
12
13
414
15
161
1
2
3
4
5
6
7
8
R
have one complaint. Resident above me is very noisy. Drop things on floor.
The staff, including building manager, maintenance, cleaning and lawn/plowing are excellent.
could not be happier living here.lt's staff and friendly neighbors are great. Close to shopping
Rent increase is a bad idea. Landlords are offering deals everyday.
Activities should be charged at cost. Should not be subsidized by renters who don't participate.
Complainers get what they want.
Complaints should be addressed with individual not a new rule for
Agenda Number J . C.'.
PLYMOUTH HOUSING AND
REDEVELOPMENT AUTHORITY
STAFF REPORT
TO: Plymouth Housing and Redevelopment Authority
FROM: Jim Barnes, Housing Manager through Steve Juetten, Executive Director
MEETING DATE: March 24, 2011
SUBJECT: HRA Senior Building Waitlists
BACKGROUND:
At the February Board meeting, the Commissioners had a brief discussion about the waitlists for
the two senior buildings during the marketing report and requested that staff add this to an
upcoming agenda.
Staff along with Grace Management over sees the operations of the facilities, which includes
managing and updating waitlists so that the rental revenue for the buildings is maximized. Grace
Management believes the optimal amount of names on the list for this market is between 75 and
100 so that there are enough potential applicants to keep the buildings full (95% occupied).
Plymouth Towne Square (1994)
The Admissions and Occupancy handbook outlines five preference categories that are followed
to determine where a potential applicant is placed on the waitlists (a waitlist is maintained for
one -bedroom units and a separate list is maintained for two-bedroom units). The preference
categories are the same for both lists and are as follows.
1.
2.
93
EI
Applicant is 62 years of age or older and a resident of Plymouth that meets the low
income limits established by the HRA,
Immediate Family live in Plymouth and applicant is 62 years or older and meets the low
income limits as established by the HRA.
Applicant is between 55 and 61 years old and a resident of Plymouth and meets the low
income limits as established by the HRA.
Immediate Family live in Plymouth and applicant is between 55 and 61 years old and
meets the low income limits as established by the HRA.
Other applicants at least 55 years of age.
Plymouth Towne Square's (PTS) waitlists have been managed a couple of different ways over
the years. Both lists were closed from the opening of the building until 2002 when the policy
change of not allowing single households to occupy a two-bedroom unit was established. This
policy change lowered the two-bedroom list and Grace Management recommended opening the
two-bedroom list as the number of applications had dropped below 50. At that point the two-
bedroom list was re -opened with the intent that it would be closed once additional names were
received to bring the number up between 75 and 100, In 2005 the number of names on the one -
bedroom list had dropped below 25 and Grace Management recommended that the one -bedroom
Iist be opened as well. Once the two lists had a sufficient number of names they would be closed
for a period of time. As of the writing of this report there are currently 101 names on the one -
bedroom list and 21 names on the two-bedroom list.
Between 2002 and 2005 a trend began where applicants on the waiting lists were turning down
available units when they were contacted by management informing them that there was a unit
available. Because of this, the procedures were changed in 2005 that gave each person on the list
a chance to refuse a unit three times and after the 3rd time they would be removed from the list.
This change did not solve the problem completely because they could simply reapply and their
name would be placed back on the bottom of the list under their particular preference category.
Since this was occurring and causing additional staff time to manage the list, Grace Management
began to allow them to remain on the list after three refusals, but their name would be moved to
the bottom of their preference category. This is how it is administered today. On occasion in the
past year, the property manager has had to go through the respective waiting lists to categories 4
and 5 to find an applicant that is ready to move in
Although the one -bedroom list has over 100 names, it remains open because households on the
top part of the list continue to turn down available units and management staff goes deep into the
list to find a household who is ready to rent. If the Board desired, the one -bedroom list could be
closed at this time or the policy could be changed to two or one strikes and you move down or
are removed from the list entirely.
Vicksburg Crossing (2006)
The Admissions and Occupancy handbook outlines three preference categories for the low-
income units that are followed to determine where a potential applicant is placed on the waitlist,
which are listed below. There are no preference categories for the market rate units.
1. Applicant is at least 55 years of age, a resident of Plymouth, and has a gross household
annual income at or below 50% of the area median income.
2. Immediate Family currently live in Plymouth, applicant is at least 55 years of age and has a
gross household annual income at or below 50% of the area median income.
Applicant is at least 55 years of age and has a gross household annual income at or below
50% of the area median income.
Vicksburg Crossing's waitlist is administered in a somewhat different manner than the lists for
PTS. This is because Vicksburg Crossing has both market rate and low-income units. Two lists
are maintained for the market rate units which include an actual waitlist and an interest list. The
wait list for market rate units currently has three names on it. These individuals have provided a
deposit and are waiting for specific units. The interest list is a list that is used to market the
property. Anyone that has made an inquiry about the building and leaves us contact information
is on this list. Their names are kept on this list until they request that they be removed. It has
been our experience that it takes seniors much longer to make a choice when deciding to move
from a residence that they have lived in for a very long time and we do not want to loose a
potential resident some time in the future.
The list for the low-income units is managed much in the same way as the lists at PTS. There
are currently 30 households on the waitlist for the low-income units. On occasion the property
manager has had to contact applicants that are in the 3rd preference category to find someone
who is ready to lease an available unit.
RECOMMENDATION:
I recommend that the Plymouth Housing and Redevelopment Authority Board of
Commissioners discuss the waitlist management procedures for Plymouth Towne Square
and Vicksburg Crossing.