HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 04-28-2011MEETING AGENDA
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, APRIL 28, 2011 - 7:00 p.m.
WHERE: Parkers 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 March 24, 2011.
B. Plymouth Towne Square. Accept Monthly Housing Report (March, 2011)
C. Vicksburg Crossing. Accept Monthly Housing Report (March, 2011)
3. NEW BUSINESS
A. Vicksburg Crossing. Marketing Report.
B. Sand Companies. Award seven (7) project -based units for the Westview Estates
development and authorize execution of HUD -52531 -A - Agreement to Enter into
Housing Assistance Payments Contract for new construction.
4. ADJOURNMENT
A.
DRAFT MINUTES
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
MARCH 24, 2011
PRESENT: Chairman Jeff Kulaszewicz, Commissioners Paul Caryotakis, Bob Stein and Jim
Wilms
ABSENT: Commissioner David Miller
STAFF PRESENT: Housing Program Manager Jim Barnes and Office Support Specialist
Laurie Lokken
OTHERS PRESENT: Grace Management Representative Jody Boedigheimer
1. CALL TO ORDER
Chairman Kulaszewicz called the Plymouth Housing and Redevelopment Authority meeting to
order at 7:00 P.M.
Chairman Kulaszewicz asked that an additional item be added to the agenda. He asked that
IIousing Program Manager Barnes give a basic outline of Hennepin County programs that are
used in conjunction with HRA programs. Housing Program Manager Barnes added the item
under New Business, item 3. D.
2. CONSENT AGENDA
A. Approve HRA Meeting Minutes from February 24, 2011.
B. Plymouth Towne Square. Accept February 2011 housing report.
C. Vicksburg Crossing. Accept February 2011 housing report.
MOTION by Commissioner Willis, seconded by Commissioner Caryotakis, to approve the
consent agenda. Vote. 4 Ayes. MOTION approved unanimously.
3. NEW BUSINESS
A. Vicksburg Crossing. February 2011 Marketing Report.
Grace Management Representative Boedigheimer reported that two deposits have been received
for affordable units with scheduled move in dates at the end of April. She said there was a lot of
response from the Plymouth News article at both locations. She said that she reviewed eight
applications for Plymouth Towne Square; unfortunately, most applications were for one
bedrooms when applications for two bedrooms are what is needed. She said that there were
three showings over the weekend at Vicksburg Crossing. She said that a few people that called
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Plymouth Housing and Redevelopment Authority
March 24, 2011
Page 2
ended up going over to Plymouth Towne Square because of the affordable rate there. She said
that an Open House is scheduled for the evening of April 12"'. She said that even though the
projected number of units is down, we are generating revenue because we budgeted to be Rill in
the affordable units with more vacancies in the higher paying units and the reverse is occurring.
Housing Program Manager Barnes said that the average rent at Plymouth Towne Square is $525
per month and rents for the affordable units at Vicksburg Crossing have been set at $730 per
month. He said that the difference in rent structure is one of the reasons why we are seeing more
vacancies at Vicksburg Crossing. Chairman Kulaszewicz said that there were a number of years
where the waiting lists were so long.
Commissioner Caryotakis said that we have two buildings that are in competition and right now
there is only enough demand for Plymouth Towne Square. Housing Program Manager Barnes
said that it isn't that there is more of a demand for Plymouth Towne Square but rather people are
choosing to go on a wait list and live where they currently are as opposed to leasing immediately
at Vicksburg Crossing. He said that they may be in a rental situation where it's less than $730
per month or they may be subsidized by some other housing program. Grace Management
Representative Boedigheimer added that there have been a number of applicants who have rents
that are below $400 per month and who may be subsidized. She said there were several
applicants that are in their own homes and may or may not have to sell them. She said that it
makes a difference in calculating the rent at Plymouth Towne Square for an applicant with
higher income and no assets versus an applicant with a lot of assets and lower monthly income.
B. Plymouth Towne Square & Vicksburg Crossing Resident Surveys.
Commissioner Willis asked about the comment made about the grounds maintenance working
privately for the manager. Grace Management Representative Boedigheimer responded that the
independent contractor employed to mow the lawn and plow the driveway also had a private
contract with the former manager for her private residence while her husband was ill. She added
that this same person wrote the comment about how the landscape company doesn't know what
they are doing and that they are terrible.
Commissioner Willis asked about comments made about garage door openers and how long
people stay with residents. He asked if there is a policy of permitting other people to use garage
parking. Housing Program Manager Baines replied that we have never allowed other people to
rent out a parking stall or park in the garage. He said that up until two months ago, we used to
allow family members who were continually picking up/dropping off their parents and bringing
supplies to them to have a garage door opener where they could come in, out of the elements, to
load/unload. He said that policy was being abused. He said there was a five to ten minute
parking requirement where they were allowed to park and they were parking there for an hour to
two hours at a time. He said that this caused problems for our maintenance staff. He said that
this survey was completed prior to this change.
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Plymouth Housing and Redevelopment Authority
March 24, 2011
Page 3
Commissioner Willis asked about the comment for dog accidents in the hall and elevator. Grace
Management Representative Boedigheimer responded that a policy could be set where they
would be required to carry their pet outside or put them in a wagon or something.
Commissioner Willis asked if there is an extra surcharge to have a pet. Housing Program
Manager Barnes replied that there is a pet deposit of $250. Grace Management Representative
Boedigheimer added that there isn't a monthly fee. Commissioner Willis asked if pets are
Iimited to dogs and cats. Housing Program Manager Barnes responded that they are not and that
birds are included. Commissioner Stein asked if the size of dogs is Iimited. Housing Program
Manager Barnes replied that they are limited to 25 pounds or less. Grace Management
Representative Boedigheimer added that she estimates that there are about six dogs at Vicksburg
Crossing and four dogs at Plymouth Towne Square. She said that Plymouth Towne Square has
more cats with approximately eight or nine.
Commissioner Willis said that he understood why somebody would like a pet; however, it's the
issue of the care of them from a sanitation standpoint. He said that it is not appropriate if the pet
is a dog and it makes noise, which disturbs others in the building. Grace Management
Representative Boedigheimer responded that if a complaint is received, the resident is notified
and after two complaints they have to do something to alleviate the complaint, which could
include getting rid of the pet. She said that this has happened in the past.
Commissioner Stein asked if the $250 pet deposit is enough. Grace Management Representative
Boedigheimer replied that there is also a $500 damage deposit that covers replacement of items
that are beyond normal wear and tear and they would be billed if the cost was greater than their
deposits.
Commissioner Stein asked about a comment that transportation is not available and if the
residents are aware of Dial -A -Ride. Grace Management Representative Boedigheimer
responded that there are notices posted and that a reminder is included in the newsletter to
residents from time to time. She said that this resident is looking for us to provide them with
transportation.
Chairman Kulaszewicz asked when an HRA meeting had last been held at the facility and if
residents have suggested that they meet there again. Housing Program Manager Barnes
responded that they met at Vicksburg Crossing two years ago. Grace Management
Representative Boedigheimer added that residents always enjoy when they meet at their facility
but it's not first on their mind to get them there to hear their requests. She said that there are
newer residents now who want to participate and volunteer so residents who have been there
three to four years are stepping aside. She said that there is not a resident council at Vicksburg
Crossing and there has been no interest expressed in having one.
Chairman Kulaszewicz asked if there have been any more requests received from residents to
enhance their stay there. Housing Program Manager Barnes replied that there are always
requests coming from residents. He said that one request is to address the "wind tunnel" effect
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Plymouth Housing and Redevelopment Authority
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on the patio. He said it would be very expensive for us to try to address this issue. He said that
there are other legitimate requests and we keep a list of them so that when this building starts
financially performing, we can consider addressing these issues. He said that for this year at
Vicksburg Crossing, we are looking at putting a handicap button on the garage service door into
the elevator lobby. He said that fiom time to time, residents have expressed an interest in storage
units. He said that there is not enough storage in the units themselves at that building. He said
that for future marketability, we are working with the building department to approve some form
of storage design in one of the downstairs maintenance rooms for a reasonable cost that we could
rent out. He said that we would need an upfiont outlay of money to get them built and then over
time, we would make that money back.
Chairman Kulaszewicz stated that would enhance the property. Commissioner Willis asked if
there is storage in the basement area, off the garage. Housing Program Manager Barnes
responded that there is not. He said that there are some individual rooms on each floor but there
are not nearly enough. He said that some of the units, for whatever reason in their design, did
not have a lot of extra storage. He said that the walk-through closets were intended to be great
for storage but that they are being used more as a regular closet. Grace Management
Representative Boedigheimer added that one of the biggest problems is that the apartments that
have the least amount of storage are the biggest, most expensive units. She said that there are
only 26 or 27 storage spaces on the three floors. She said that they counted and ranked which
units are the worst and there are close to 60 units that do not have adequate storage.
Commissioner Stein asked if there is room for storage in front of parking stalls in the garage.
Housing Program Manager Barnes replied that there is. He said that a type of prefabricated unit
that could be installed to the walls has been priced out at $60,000 for all of the stalls. Housing
Program Manager Barnes responded to Commissioner Stein that we have 70 parking stalls. He
added that these are prefab lockers that are all mesh, which are required by the building
department. He said that the bid received was for 3 feet by 4 feet units. Commissioner Stein
requested that a copy of this bid be sent to him.
Housing Program Manager Barnes confirmed for Commissioner Stein that the building's
occupancy designation does not allow for the underground garage to be used for any storage. He
said that it is an issue that the building department is trying to look at to allow something that is
noncombustible and mesh/opened so that if something were to ever start on fire, the sprinkler
systems could put them out.
Grace Management Representative Boedigheimer added that they did not know how well those
storage units would work. She said that if a resident had that designated parking spot, they
would get that storage space; however, that may not be the resident that needs the storage.
Commissioner Willis suggested that they could rent storage space separate from the car space.
Chairman Kulaszewicz suggested that they could set up options for renting car spaces with and
without storage units or for storage units that may be allowed to be created in a maintenance
room.
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Plymouth Housing and Redevelopment Authority
March 24, 2011
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Commissioner Stein asked if there is adequate storage at Plymouth Towne Square. Grace
Management Representative Boedigheimer replied that they do have one locker per apartment.
Commissioner Caryotakis suggested that for $60,000, they could build a separate building for
storage.
Commissioner Caryotakis asked about comments that were made about smoking and how we are
doing with the non-smoking policy. Grace Management Representative Boedigheimer
responded that we are fine in the buildings. She said that it has been reported that at Plymouth
Towne Square there are visitors who might smoke in their car. She said that our grounds became
smoke flee on January 1st. She said that when it thaws enough, signs will be put up at parking
lot and sidewalk locations.
Chairman Kulaszewicz stated that he thought all city property was designated smoke free.
Housing Program Manager Barnes said that he believes it is just city parks. Grace Management
Representative Boedigheimer reminded Commissioner Stein that it was decided to make the
whole property smoke free. She provided an overview of the current policy.
Commissioner Caryotakis stated that we want stability in our tenant base. Housing Program
Manager Barnes said that the reason behind making the entire campus smoke free was that many
other communities, nation wide, are going that route as well. He said that a lot of people were
not adhering to the 25 feet from an entrance door policy.
Chairman Kulaszewicz asked if there is a garden spot at Vicksburg Crossing. Grace
Management Representative Boedigheimer confirmed that there is and that they love it. She said
that both properties have garden plots and depending on how many residents are interested,
depends on what size plot they end up getting. Commissioner Stein asked if there are ever
complaints of stealing. Grace Management Representative Boedigheimer replied that does come
up but that residents usually share their crops.
C. Plymouth Towne ,Square & Vicksburg Crossing Wait Lists.
Housing Program Manager Barnes gave an overview of staff report.
Commissioner Willis asked if any of the preferences were written by the HRA. Housing
Program Manager Barnes responded that they all are. He said that we have to be careful that our
preferences do not violate any fair housing laws. He said that when they were created, it was
difficult to have preferences because HUD viewed that as somewhat discriminatory because the
population of Plymouth is predominately white. He said that HUD would have made the
argument that we were discriminating if we only had preferences that said they had to be a
resident of Plymouth. He said that it has not been an issue and it has become less and less of an
issue with the new census as the city is becoming more diverse.
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Plymouth Housing and Redevelopment Authority
March 24, 2011
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Chairman Kulaszewicz asked that if the applicant is required to be 55, does that mean that the
other residents of the unit can be under 55 (such as, can you have your granddaughter move in
with you). Housing Program Manager Barnes responded that a grandchild cannot move in and
that is a policy the Board has made. He said that you actually could under the federal statute that
governs this; however, for consistency reasons, the HRA chose to say that everybody had to be at
least 55 years of age or older. He said that way we wouldn't have issues of adult children living
with them. He said that it was more for continuity of administering the buildings.
Chairman Kulaszewicz asked what would happen if you were a 60 year old applicant with a 54
year old spouse. Housing Program Manager Barnes replied that they would need to come back
when both spouses are at least 55 years of age. He said that has not been an issue for leasing
units but it would be brought back to the Board about changing that if it did become an issue.
Commissioner Stein asked if background checks are completed on felons. Housing Program
Manager Barnes confirmed that we do background checks. Grace Management Representative
Boedigheimer added that Plymouth has crime -free housing with pretty stringent requirements.
Housing Program Manager Barnes said that it is modeled after the Section 8 rules and
regulations. Commissioner Willis stated that is important for the rest of the tenancy. He said it
is designed to protect the greater community good in this particular managed property.
Chairman Kulaszewicz asked how rules are written for a situation like an 80 year old parent with
a 50 year old handicapped person living with them. Housing Program Manager Barnes replied
that under the federal guidelines they could live there but it's a specific building choice whether
you want to designate that everyone in the building has to be 55 years of age or older or not.
Chairman Kulaszewicz asked how the rules would be written then to keep out the grandchildren
living with the grandparents. Housing Program Manager Barnes responded that we simply state
that all residents must be 55 years of age or older in our admissions and occupancy handbook.
He said that we are allowed to do that under the federal regulations. He said that federal
regulations state that at least 80% of your units need to be rented to persons that are 55 years of
age or older so you could have, in concept, a mixed age building. He said you could lease to
families under the age of 55 as long as you had a certain percentage that are 55 years of age or
older.
Commissioner Willis added that was an original requirement by the city when Plymouth Towne
Square was being promoted and developed. He said that the rates are so heavily subsidized that
we figured they would be lower income people. He said that parents of children who lived here
became empty -nesters and didn't have much in assets. He said that it is about a $2,500 per unit
subsidy that is paid for by the city taxpayers.
Chairman Kulaszewicz stated that trying to make an exception for some certain situation would
hinder the entire concept.
Commissioner Caryotakis stated that the goal here in setting up these lists is to make sure that we
have an applicant pool to draw from in order to quickly fill any vacancies. He said that we have
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changed strategies over time, depending on supply and demand. He said that in some cases we
have had too many people apply and we restricted the lists. He said now we have a lot of people
for the one -bedroom units at Plymouth Towne Square but not quite enough on the list for the
two-bedroom units. Grace Management Representative Boedigheimer said that is because of our
occupancy standards. She said that we require two people to live in a two bedroom at Plymouth
Towne Square or they pay the full market rent.
Grace Management Representative Boedigheimer confirmed for Commissioner Stein that an
internal waiting list will always take preference over going to the external waiting list. She said
that there is not currently an internal waiting list. Commissioner Stein asked if any of the people
that came before the Board last year regarding rent increases had moved to a one -bedroom unit
or inquired about the possibility. Housing Program Manager Barnes stated that the residents
know that they can request an internal move and they have chosen not to -move from a two-
bedroom to a one -bedroom to lower their rent. Commissioner Stein stated that was really
interesting.
Housing Program Manager Barnes stated that a name can come up three times and then they are
off the list but that does not stop them from reapplying. He said the current policy is that after
three strikes, a name is moved to the bottom of their category list.
Commissioner Willis stated that he appreciated the report and that it was very informative.
D. Hennepin County Programs.
Housing Program Manager Barnes stated that once a year, Hennepin County sends the city and
HRA a letter restating the fact that we have a cooperation agreement to allow the county to offer
all of their housing and economic development programs within our city. IIe said that it is an
ongoing cooperation agreement that doesn't expire unless one party elects to end the agreement.
He said that they just notify us that it is our annual renewal so that we don't have to go through
creating a new cooperation agreement every year.
Housing Program Manager Barnes stated that it gives them permission to be able to offer their
programs in Plymouth, such as, an owner occupied rehabilitation program, lead abatement
programs that we can piggyback onto our rehab program, an accessible ramp program,
affordable housing incentive fund program, the HOME federal housing program, an
enviromnental clean up fund, some economic development funds and a bond fund.
Commissioner Caryotakis asked if we periodically refer residents to the county for these
programs. Housing Program Manager Barnes responded that we do. He said that we do not
have a lot for economic development, so we do refer them over to the county or see if the state
has a program that will work for their particular situation. He said that from tune to time, we
will work with the county on their rehab programs and lie participates on both of their selection
committees for their affordable housing fund and their HOME program.
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Plymouth Housing and Redevelopment Authority
March 24, 2011
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4. OLD BUSINESS
A. Election of Officers. Chairman, Vice Chairman, Secretary.
Housing Program Manager Barnes reported that he received an email from Commissioner Miller
stating his support for Jeff Kulaszewicz as Chairman and that he would be willing to serve as
Secretary.
Commissioner Stein nominated Commissioner Kulaszewicz as Chairman. MOTION by
Commissioner Caryotakis, seconded by Commissioner Willis, to approve Commissioner
Kulaszewicz as Chairman. Vote. 4 Ayes. MOTION approved unanimously.
Commissioner Stein nominated Commissioner Caryotakis as Vice Chairman. MOTION by
Commissioner Stein, seconded by Commissioner Willis, to approve Commissioner Caryotakis as
Vice Chairman. Vote. 4 Ayes. MOTION approved unanimously.
Chairman Kulaszewicz nominated Commissioner Miller as Secretary. MOTION by Chairman
Kulaszewicz, seconded by Commissioner Willis, to approve Commissioner Miller as Secretary.
Vote. 4 Ayes. MOTION approved unanimously.
5. ADJOURNMENT
MOTION by Commissioner Stein, seconded by Commissioner Caryotakis to adjourn the
meeting at 8:00 p.m.
p
PLYMOUTH
TOWNE SQUARE
MEMORANDUM
To: Jim Barnes
FROM: Lori Jackson, Managing Director, Plymouth Towne Square
Date_ April 15, 2011
Re: PTS Monthly Report for March 2011
April Newsletter and April Calendar attached
March financial statement attached
Occupancy/Marketing
March Move Out/Ins and Internal Moves
Original resident, Gerts Lyubavina, passed away April 2 at the age of
95. His family is in the process of moving his belongings.
There are currently 107 individuals on the one bedroom wait list and
24 names on the two bedroom wait list.
Administrative/Building Operations
Allstar Construction removed an ice dam. $435.00
Thyssenkrupp serviced the elevators. $1,362.43
A fan needs to be replaced and will be installed in April.
Owens has been working on an ongoing issue with the loss of pressure in
the boilers. A recommendation of repiping and installing a vent was made.
Approximate cost $4000.
15500 37th Avenue North • Plymouth, MN 55446-3250
Phone: (763) 550-9525 • Rax: (763) 551-0144
Owned by Plymouth Housing and Redevelopment Aathoriry
Resident Services
The St. Patrick's Day party was held March 17th
The monthly resident meeting and birthday celebration was held March
24th
Residents are currently planning the vegetable/flower garden.
Financial Statements
Addressed below are the line items with the largest variances for the month
and remain over budget year to date.
Resident Services is over budget due to the St. Patrick's Day party
expenses, but we anticipate being within the year to date budget by the end
of May.
Fire System required a $985 repair to some sprinkler piping in addition to
the usual system maintenance fees.
Unit Turnover is over budget due to the need to completely replace all
flooring (carpet & vinyl) in one apartment & all vinyl in another, both were
one bedroom apartments ($3460).
Elevator Repairs & Maintenance is over budget due to the purchase of
new light diffusers ($675) for both elevator cabs as the old ones were of a
honeycomb construction and could not be cleaned any more.
Repairs & Maintenance is over budget due to replacing the vinyl flooring
in the guest suite and three janitor closets ($1823).
Many of these items are due to the aging building. We tried to be
conservative in the budget and we are seeing more things that require
attention.
Balance Sheet
PLYMOUTH TOWNE SQUARE
As Of March 31,2011.
Ending Balance
ASSETS
Total
CURRENT ASSETS
M I PETTY CASH S00
M I OPERATING ACCOUNT 47,372
M I SEC DEPOSIT CASH ACCOUNT 48,090
INVESTMENTS - WORKING CAPITAL FUND 786,135
INVESTMENTS - NEW DEBT SERVICE 199,662
ACCOUNTS REC-TENANTS 5)
INTEREST RECEIVABLE 2,850
PREPAID PROPERTY INSURANCE 4,774
PREPAID OTHER 2,971
TOTAL CURRENT ASSETS 1,694,350
FIXED ASSETS
LAND 459,247
SITE IMPROVEMENTS 111,390
BUILDING 5,767,619
BUILDING IMPROVEMENTS 301,779
FURN, FIXT & EOUIP-GFNFRAL 237,652
FURNITURE & FIXTURES - HOUSEKEEPING 6,696
COMPUTERSIOFFICE EQUIPMENT 14,146
ACCUMULATED DEPRECIATION 2,630,326)
TOTAL FIXED ASSETS 4,070,203
NON-CURRENT ASSETS
DEFERRED CHG - ORIG ISS COSTS 17,210
DEFERRED CHG- BOND ISSUANCE COSTS 23,210
TOTAL NON-CURRENT ASSETS
TOTAL ASSETS
40,420
5,204,973
Balance Sheet
PLYMOUTH TOWNE SQUARE
As Of March 31,2011.
Ending Balance
LIABILITIES
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 10,907
ACCRUED PAYROLL 3,714
ACCRUED COMPENSATED BALANCES 3,209
ACCRUED INTEREST 77,544
ACCRUED REAL ESTATE TAXES 7,581
TOTAL CURRENT LIABILITIES
LONG-TERM LIABILITIES
SECURITY DEPOSITS 47,144
BONDS PAYABLE 3,490,000
BOND DISCOUNT 31,439)
TOTAL LIABILITIES
EQUITY
RETAINED EARNINGS RESERVED FOR DEBT 126,744
SERVICE
RETAINED EARNINGS 1,456,498
TOTAL EQUITY
CURRENT YEAR INCOME/(LOSS)
TOTAL LIABILITIES & EQUITY
Total
102,955
3,505,705
3,608,660
1,583,242
13,071
5,204,973
Profit and Loss Variance
PLYMOUTH TOWNETOWNSQUARE
Through March 34,2011,
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
INCOME
APARTMENT RENTAL REVENUE 50,464 49,016 1.448 149,091 147,046 2,043 688,192
HRA INDIVIDUAL 20,000 20,000 0 60,000 60,000 0 240,000
GARAGE RENT 2,825 2,790 135 8,747 8,370 377 33,480
GUEST ROOM REVENUE 50 160 100} 450 450 0 1,800
LAUNDRY REVENUE 095 866 31 2,222 2,595 373) 10,380
APPLICATION FEE REVENUE 35 53 10) 210 159 51 636
TRANSFER FEE REVENUE U 350 350) 0 350 350) 700
INVESTMENT INCOME 475 475 0 1,425 1,425 0 5,700
MISCELLANEOUS REVENUE 30 20 10 206 60 146 240
TOTALINCOME 74,875 73,719 1,156 222,350 220,457 1,693 BB1,128
EXPENSES
ADMINISTRATION
MANAGER SALARIESIWAGES 3,884 3,855 29) 11,423 11,565 142 46,260
PAYROLL TAXES 497 540 51 1,867 1,644 223) 6576
HEALTH INSURANCE 794 1,366 572 2,320 4,098 1,778 16,392
WORKERS COMP INSURANCE 176 110 66) 634 330 304) 1,320
MAINTENANCE SALARIESIWAGES 1,536 1,456 80) 4,467 4,350 99) 17.472
MAINTENANCE ASST SALARIES/WAGES 718 775 57 2,360 2,325 35) 9,300
EMPLOYEE COSTS 45 220 175 135 660 525 2,640
SEMINARITRAINING 0 15 15 0 45 45 180
BANK FEES 0 3 5) 20 9 11) 35
DUES, SUBS & MEMBERSHIPS 0 0 0 0 U U 110
LICENSE 8, PERMITS 0 0 0 0 U 0 894
MIL@AGE REIMBURSEMENT 51 55 4 154 165 11 660
POSTAGE/OVERNIGHT EXPRESS 4 10 6 35 30 5) 120
PRINTING 0 9 9 150 27 123) 108
MANAGEMENT FEES 4,400 4,400 0 13,200 13,200 0 52,800`
PROFESSIONAL FEES 100 270 170 IOU 810 710 3,240
TELEPHONE EXPENSE 449 443 8) 1,327 1,329 2 5,316
EQUIPMENT LEASEIREPAIR 229 130 09) 451 390 fit} 1,560
OFFICE SUPPLIES 128 92 36) 815 276 539) 1,104
MISCELLANEOUS ADMEN EXPENSE 0 10 10 0 30 30 120
TOTAL ADMIN EXPENSES 13,D17 13,767 750 39,458 41,301 1,843 166,208
RESIDENT SERVICES
RESIDENT PROGRAMIACTIVITIES 583 225 358) 1,049 675 374( 3,950
TOTAL RES SERV EXPENSES 583 225 1358) 1,049 675 374) 3,950
MARKETING
PROMOTIONALIPARTIE9 0 15 15 0 45 45 180
TOTAL MARKETING EXPENSES 0 16 15 0 45 45 180
HOUSEKEEPING
CONTRACT LABOR 1,429 1,500 72 4,255 4,500 250 18,000
CLEANING SUPPLIES 244 179 65) 647 519 128) 2,130
TOTAL HOUSEKEEPING EXPENSES 1,673 1,679 6 4,896 5,019 121 20,13D
Profit and Loss Variance
PLYMOUTH TOWNS SQUARE
Through March 31,2011,
BUILDING & GROUNDS
CABLE TV EXPENSE
UTILITIES. ELECTRICITY
UTILITIES- GAS
UTILITIES- WATERISEWER
WATER SOFTENING SERVICE
DOORS, KEYS & WINDOWS
FIRE SYSTEM SERVICE
LAWN SERVICEILANDSCAPISNOW RMVL
PEST CONTROL
TRASH REMOVAL
UNIT TURNOVER REPAIRS
RESERVEREPLACE CAPITAL EXPENSE
ELEVATOR-RFPAIRS & 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 UEPREC, INTEREST & OTHI=R
NET INCOME! (LOSS(
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
56 74 i6 174 222 48 666
1,830 1,700 130) 5,983 5,300 683) 23,500
2,930 3,700 770 11,597 12,200 803 28,500
653 550 3) 1.699 1.650 40) 5,490
347 305 42) 941 815 26) 3.660
0 420 420 2 1,250 1,258 5,040
1,253 323 930) 1,343 969 374) 3,676
1,550 1,440 110) 6,649 4,320 2,329) 17,280
142 160 16 142 150 16 640
51D 629 19 2,055 1,887 169) 7,549
3,560 2,259 1,310) 12,464 6,750 5314) 27,000
0 0 0 0 5,000 1,000 9,000
1,130 550 580) 2,038 1.650 365) 6,600
3,534 1,655 1,379) 6,674 4,885 1,789) 28,115
1,426 1,050 378) 2,826 3,i00 274 12,559
461 1,500 1,019 5,210 4,5UU 714) 18,009
0 15 15 D 45 45 180
19,405 16,321 3,084) 59,797 50,813 8,984) 198,967
2,399 2,359 40) 7,196 7,077 519) 28,308
2.421 2.423 2 7.263 7,269 6 29,076
4,820 4,782 38) 14,459 14,346 113) 57,384
39,498 36,789 2,709' 119,661 112,199 7,462) 446,819
35,377 36,93D 1,553) 102,689 108,258 5,569) 434,309
16,450 16,450 C 49,349 49,350 1 197,400
465 465 0 1,395 1,395 0 6,580
13p25 12.024 101) 38,813 39,772 101) 153,735
29,940 29,839 101) 89,617 69,517 100) 356,715
5,437 7,091 1,654) 13,071 18,741 5,670) 77,594
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WELCOME NEW
U06011 614 on
Marilyn Bos in
Apartment 222.
M.
CAR WASH
All residents are
welcome to use the car
wash in the garage.
You may check out a
garage door opener or
have another resident
let you in the garage.
ARTISTS
Thank --you to our artists
who have provided their
artwork for display.
Please stop in the
activity room to view
their creations.
A REMINDER FROM
TERRY
Please try not to pack
your freezer full. Too
much food will not allow
the freezer to defrost
properly. Also, please
be careful about the
food put into the
garbage disposals.
Potato peels, carrot
peels and rice will plug
the disposal.
CPR CLASS
For those signed up for
the CPR class, the
date of the class is
moving to May. Our
instructor will be fighting
the floods this month
and is on call/standby
2417 at the fire
department.
I:ELVE-
x:-:
W ..... ................'.... Yom.... EIN vvTll
vilt AN
GARDEN TIME
If you are interested in
planting a vegetable
garden, there is a sign-
up sheet on the bulletin
board.
VETERANS
A thank -you to the
veterans who have
provided the details of
their service. Looking
forward to more......
GETTING TO KNOW
YOUR NEIGHBOR
If you are interested in
writing a bio of your life,
that would be great!
Ruth Clark has provided
her bio for our
newsletter this month.
FINALLY SPRING
TIME
Spring cleaning is
coming up. We will be
washing windows. The
parking lot will be swept
and the garage will be
power washed. The
carpets will be cleaned.
An outside cleanup is
being organized by
residents. More details
to follow with dates of
service.
Ruth Clark
I was born in a farmhouse near Brookings, South Dakota on July 30, 1927.
My parents, John and Mabel Sorg were very happy, since they already had
four boys. Eugene, Francis and Merle named me. Lyle was only two and
wasn't thrilled to have a sister, so the story goes.
When I was two, we moved to a farm near Ceylon, Minnesota. It was a big
house, built in the early 1800's, and served as a Hotel, Store, Stagecoach
Depot and Post Office. The house is now being restored and will become a
museum.
When I was sixteen we moved across the border to Dolliver, Iowa. I
graduated from Dolliver High School, a class of 13, in 1945. My brother
Merle was killed on Iwo Jima in February, 1945. He received a Purple
Heart for saving a buddy's life. A year later my Mom died from cancer.
Then a year later my Dad and married brothers moved to the Austin,
Minnesota area. I stayed in Ceylon, working,for the Ceylon Black and Silo
Company, until it closed. At this time, my girlfriend and I decided to go the
Big City", Minneapolis. We lived at the Evangeline Residence for girls.
worked at Williams Hardware on 100-112 2 d Avenue North, starting as a
file clerk, later shipping, also advertising. We went to and graduated from
Patricia Stevens Modeling School. I hoped to be an Airline Stewardess, no
surprise, I was "too short."
One day a handsome, dark haired young man walked into Williams
Hardware. Thomas W. Clark was home on leave from the army, having
just returned from the Korean War. He was stationed at Camp Carson.
We were married in Colorado Springs on May 6, 1952.
After ten years in the Army, he decided to retire and we returned to
Minneapolis. We lived in Northeast Minneapolis, where we had a son
Patrick, who is a Design Engineer for a company in Lino Lakes , and a
member of the Patriot Guard. Colleen, our daughter, artist, horse lover and
Special Education teacher in Annandale, MN. Colleen died suddenly May
3, 2002. My husband died of a massive heart attack on July 4, 1978.
Eventually, I sold our house, and here I am at P.T.S.
My greatest joy is "my cat", four grandsons and two granddaughters, three
great grandsons, and two great granddaughters.
End of story for now!
March 29,2099
FINANCIAL REPORT
02/2212011 through 03/21/2011
PTS HEARTS & MEMORIAL(H & M)FUND
Date Num Transaction Payment Deposit Balance
02/22/2011 H&M Prior balance $1,236.21
3/7/2011 Heart and memorial donation $46.00
3/7/2011 Heart and memorial donation $2.00
Ending Balance $1284,21
PTS RESIDENT OPERATING(ROF) FUND
Date Nuns Transaction Payment Deposit Balance
02122/2011 ROF Prior balance $1,081.80
2/28/2011 1225 For decorations to Jan Mclndoo $75.00
3/7/2011 1226 To Marge Baker for piano pad $9.11
3/21/2011 Deposit from pot -luck $3.00
3/21/2011 Deposit the rest of breakfasts $8.00
Ending Balance $1,008.69
PETTY CASH
Date Num Trunsaction Payment Deposit Balance
09/24/2009 Petty cash $50.00
Ending Balance $50.00
Prepared 6y David KatsneIson 312112011
T'ai chi Chih
Three mornings a week our wonderful
friends Yanshan and Shuxian Li take their
time to teach and direct our T'ai Chi Chih
class. We all want to thank them for
teaching this graceful exercise to our
resid ents.
Pai Chi Chih is a form of exercise practiced
in China. Yanshan and- Shuxian invite you to
join them every Monday, Wednesday and
Friday mornings at 5:30 a=m. in the
Activities Room.
r
One day a father of a very wealthy family took his son on a trip to the
country with the; firm purpose of showing -his son how poor..people
live. They span-tv_wcouple of days and nights on the farm .of what
would be considered a very poor family.
On their return from their trip, the father asked his son, "How was the
trip?" "it was great, Dad."
Did you see how poor people live?" the father asked. "Oh yeah,"
said the son.
So, -tell me, -what -did you learn from the trip?` asked -.the father.
The sun -a-nswered: "I saw that we have one dog and they had four.
We have a pool that reaches to the middle -of our garden and they
have a creek that has no end.
We have imported. lanterns in our garden and they have the stars at
night. Our patio reaches to the front yard and they have the whole
horizon.
We have a small piece of land to live o.n and they have fields
that go beyond our sight.
We have servants who serve -us, but they serve others.
We buy -our food, but they grow theirs.
We have walls around ou-.r property to protect us, they have friends -to
protect them.
The boy's father was s-pe-echless Then his son added, "Thanks, Dad,
for showing me how poor we are."
Isn't perspective a wonderful thing? Ma -k -es you wonder what would
happen if we all gave thanks for everythi-ng we have., instead of
worrying about what we don't have.
Appreciate every single thing you have, especially your friends!
Life is too short and friends are too few."
U.S_ PRESIDENT & VICE PRESIDENT: Richard Nixon & Spiro Agnew
HEADLIMS: -North Vietnamese Leader, Ho Chi Minh, Dies at Age 79
Golda Meir, Raised in Milwaukee, Becomes the New Prime Minister of Israel
U.S. Astronaut NeP Armstrong Becomes the First Man to Walk on the Moon
James Earl Ray Gets 99 Years for Killing Dr. Martin Luther King, Jr.
Sirhan Sirhan Convicted of Robert R Kennedy Slaying
FormerPresident Dwight Eisenhower Dies
Rock Festival at Woodstock, NYDraws 300,000
NixonAnnounces Phased Troop Withdrawal
de Gaulle Resigns, Pompidou Succeeds Him as President of France
TLtfEMAGA.ZIN_EMANOFTHE_YEAR: MiddleAmencaus
COST OFLIVING: -New House - $15,525 Average Income - $8,547
New Car- $3,278 Average Rent -$135
Gasoline - 35¢ per gallon Harvard Tuition - $2,000
Movie Ticket - $1.50 Postage Stamp - 60
COST OF FOOD: -Granulated Sugar - 76¢ for 5 lbs. -Vitamin D Milk - $1.26 per gallon
Ground Coffee - 95¢ per pound -Bacon - 76¢ per pound
Eggs - 40¢ per dozen *Ground Hamburger - 57¢ per pound
Fresh Bread - 23$ per loaf
FADS: Bell-bottom Pants
Couples inUnisex Outfits
Mini Skirts and Maxi Coats
POPULARTV SHOWS: -Marcus Welby, MD_ •WaltDisney's Wonderful World of Color
The Doris Day Show
POPULAR MOVIES: Midnight Cowboy -True Grit -The Love Bug -dice's Restaurant
Bob & Carol & Ted &Alice -Butch Cassidy and the Sundance Kid
Chitty Chitty Bang Bang -Easy -Rider
SONGS: Come Saturday Morning(TheSandpipers),Sugar,Sugar(The Archies),Come7bgether
The Beatles}, GetBack (The Beatles), Ilonky 7bnk Woman (The Rolling Stones),
I Cana GetNext to You (The Temptations), Suspicious Minds (Elvis Presley),
In the Year 2525 (Zager & Evaus), Leaving on a Jet Plane (Peter, Paul & Mary-),
WeddingBell Blues (The Fifth Dimension)
SPORTS: -Champions include New Yorks Mets (baseball), Newyork rets (football),
MarioAndretti (Indianapolis 500), Montreal Canadiens (hockey),
L.A. Lakers (basketball), and Steve Owens from Oklahoma (Reisman Trophy)
A STAR IS BORN: Man-ah Carey
Brett Favre
Tonya Harding
MatthewPerry
Catherine Zeta -Jones
JenniferAniston
JasonBateman.
JackBlack
Jennifer Lopez
Renee Zellweger
NATIONAL. CHEESE FONDUE DAY WORD SEARCH
S W J Y N M Q G M 0 T W L
A S P A R A G U S 0 0 H X
U B R E A D U B O K M T I
S R O B A C W L S F A H H
A 0 M A H R O V G G T J Q
G C K C M U S H R 0 O M S
E C A U L I F L O W E R E
S 0 O P 0 T A T O E S X V
E L F E Y P S B E B L Y M
L 1 G P E P P E R O N 1 O
P N I P D J G Q P R E N 1
P T X E U D H R S X J I M
A Q K R X N J C N T E L Q
N L E S C Q B U X V H M U
WORD LIST
APPLES • PEARS
ASPARAGUS • PEPPERONI
BREAD • PEPPERS
BROCCOLI • PITA BREAD
CAULIFLOWER • BABYPOTATOES
HAM • SAUSAGE
MUSHROOMS • GRAPETOMATOES
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Vicksbuxg Crossing
MEMORANDUM
To: Jim Barnes
From: Sara Paquette
Date: April 18, 2011
RE: Vicksburg Crossing Monthly Report for March 2011
April Newsletter and April Calendar attached
Rentals:
As of March 31 st, we have 88 occupied apartments with 6 vacant, and we have 3 deposits at this time,
giving us a total of 3 apartments available to rent. The Low Income Apartment waiting list now has 32
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) 950 Sq Ft 1 + Den 8 0
Style D (8) 1187 Sq Ft 2 Bedroom 8 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 —A 3 3
TOTALS 88 6 3
Move-Ins/Move-Outs:
We had no move outs or move ins during the month of March.
6;a t:-:.K.a._6'u r`i_ra,`:_`_"` [
Lane N •
u
3155 Vicks )ure Plymouth, NIN 55447 • Phone (763)559-1877 • Fax (763)559-0144 • www.ci.plyinouth.inn.us
Omied )ry Plyina ldi Housing and Redcvclopment AiithoriLy 12111
EQUAL HOUSING
OPPORTUNITY
Marketing
We continue to advertise in the Lakeshore Weekly and Sun Sailor. Our next open house will be on
Tuesday, April 12'h
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 have created thank you notes as a way to follow up with
prospective residents after they visit the building.
Resident Services
This month we had a St. Patrick's Day party on Thursday, March 17t'.
We had a lunch that was catered by
Dickey's Barbecue, iced tea and for dessert we had the monthly birthday cake. We decided to combine
the 2 parties since St. Patrick's Day fell on the third Thursday of the month. We had cake, ice cream and
coffee. We decorated with white and green balloons, festive napkins and plates. The residents enjoyed
combining the 2 parties and they also felt it was a nice change to have a party in the afternoon.
Comfort Keepers provided a nail clinic for residents on Thursday, March I&. More residents have been
taking advantage of the service each time it is offered.
Building Issues
This month we put blinds on the upper windows in our e floor library_ We had a problem with it getting
too hot and too bright up there on sunny days.
Balance Sheet
VICKSBURG CROSSING
As Of March 31,2 119
Ending Balance
ASSETS
CURRENT ASSETS
M I PETTY CASH 746
M I OPERATING ACCOUNT 259,689
M I SECURITY CASH ACCOUNT 54,507
INVESTMENTS -WORKING CAPITAL FUND 196,468
INVESTMENTS - DEBT SERVICE 623,920
ACCOUNTS REC-TENANTS 1,030
INTEREST RECEIVABLE 1,020
PREPAID PROPERTY INSURANCE 4,991
PREPAID OTHER 849
TOTAL CURRENT ASSETS
FIXED ASSETS
LAND B74,593
SITE IMPROVEMENTS 238,793
BUILDING 9,025,428
FURNITURE, FIXTURES & EQUIP -GENERAL 353,455
COMPUTERS/OFFICE EQUIPMENT 4,711
ACCUMULATED DEPRECIATION 1,597,009)
TOTAL FIXED ASSETS
NON-CURRENT ASSETS
BOND ISSUANCE COST
TOTAL NON-CURRENT ASSETS
59,536
Total
1,143,229
8,899,972
59,536
TOTAL ASSETS 10,102,728
Balance Sheet
VICKSBURG CROSSING
As Of March 31,2 11.
Ending Balance Total
LIABILITIES
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 8,139
PREPAID MONTHLY RENT 785
HEARTS 8 MEMORIALS FUND DONATIONS 246
ACCRUED PAYROLL 3,714
ACCRUED COMPENSATED BALANCES 750
ACCRUED INTEREST 318,960
ACCRUED REAL ESTATE TAXES 8,689
ACCRUED OTHER 656
TOTAL CURRENT LIABILITIES 341,942
LONG-TERM LIABILITIES
SECURITY DEPOSITS 50,371
BONDS PAYABLE 10,385,000
BOND DISCOUNT (29,637)
10,405,734
TOTAL LIABILITIES 10,747,676
EQUITY
RETAINED EARNINGS -RESERVED FOR DEBT 561,671
SERVICE
RETAINED EARNINGS {1,165,155}
TOTAL EQUITY (603,484)
CURRENT YEAR INCOME!(LOSS) (41,464)
TOTAL LIABILITIES $ EQUITY 10,102,728
Profit and Loss Variance
VICKSBURG CROSSING
Through March 31,2011.
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
INCOME
APARTMENT RENTAL REVENUE 64,113 85,169 1,056) 251,457 255,657 4,190) 1,022,918
APARTMENT RENTAL REVENUE -COUNTY 2,967 2,546 421 8,853 7,638 1,215 30,552
HRA SUBSIDY -TAX LEVY 2,000 2,000 0 6,000 6,060 0 24,000
GARAGE RENT 3,061 2,025 126 9,166 8,775 391 35,100
GUEST ROOM REVENUE 0 98 9B) 0 294 294) 1,576
APPLICATION FEE REVENUE 105 35 70 140 105 35 420
TRANSFER FEE REVENUE 0 29 29) 0 87 87) 348
INVESTMENTINCOMF 170 170 0 510 610 0 2,040
MISCELLANEOUS REVENUE 350 400 50) 1,464 1,200 264 4,800
TOTAL INCOME 92,756 93,372 615) 277,600 280,266 2,666) 1,121,354
EXPENSES
ADMINISTRATION
MANAGERSALARIES 3,884 3,855 29) 11,423 11,565 142 46,260
PAYROLL TAXES 401 548 51 1,887 1.644 223) 6.576
HEALTH INSURANCE 794 1,366 572 2,040 4,098 2,058 16,392
WORKERS COMP INSURANCE 155 110 45) 460 330 130) 1,320
MAINTENANCE SALARIESIWAGES 1,536 1,456 80) 4,467 4,368 59) 17,472
MAINTENANCE ASST SALARIES 718 775 57 2,360 2,325 36) 9,300
EMPLOYEE COSTS 45 220 175 135 660 625 2,640
SEMINARITRAINING 0 25 25 0 75 75 300
BANK FEES 12 5 7) 12 15 4 60
DUES, SUBS & MEMBERSHIPS 0 10 10 30 30 120
LICENSE & PERMITS 0 0 0 676 676 0 876
MILEAGE REIMBURSEMENT 51 55 4 154 165 11 660
POSTAGEIOVERNIGHT EXPRESS 22 2 20) 34 5 20) 24
PRINTING 0 4 4 D 12 12 48
MANAGEMENT FEES 4,000 4,000 0 12,000 12,000 0 46,000
PROFESSIONAL FEES 104 160 76 104 540 436 2,160
TELEPHONE EXPENSE 483 477 6) 1,438 1,431 7) 5,724
EQUIPMENT LEASE/REPAIR 63 140 77 188 456 278 1,726
OFFICE SUPPLIES 363 78 285) 814 315 496) 1,020
TOTAL ADMIN EXPENSES 12,725 13,306 581 38,172 40,724 2,552 160,678
RFSIDFNT SERVICFS
RESIDENT PROGRAMIACTIVITIES 189 250 61 610 750 140 4,250
TOTAL RES SERV EXPENSES 189 250 61 610 750 140 4,250
MARKETING
POSTAGE 52 17 35) 59 51 8) 204
PRINTING 0 5 5 0 15 15 6D
ADVERTISING 399 700 301 1,322 2,100 778 6,400
PROMOTIONALIPARTIES 0 0 0 0 0 0 1,100
TOTAL MARKETING EXPENSES 451 722 271 1,381 2,166 765 9,764
HOUSEKEEPING
CONTRACTLABOR 926 980 54 2,820 2,940 120 11,760
CLEANING SUPPLIES 227 70 157) 517 210 307) 840
TOTAL HOUSEKEEPING EXPENSES 1,153 1,050 103) 3,337 3,150 187) 12,500
Profit and Loss Variance
VICK aBURG CROSSINGG
Through )March 31,2011.
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
BUILDING & GROUNDS
CABLE TV EXPENSE 58 116 58 175 348 173 1,392
UTILITIES ELECTRICITY 1,994 1,665 329) 6,223 5,995 228) 24,630
UTILITIES GAS 2,828 2,800 26) 11,585 13,200 1,616 25,900
UTILITIES -WATERISEWER 826 1,000 172 2,555 3,000 444 12,776
WATER SOFTENING SERVICE 190 140 ISO 323 420 97 1,680
DOORS, KEYS & WINDOWS 0 75 75 296 225 LII) 900
FIRE SYSTEM SERVICE 53 255 202 158 765 607 3,060
LAWN SERVICEILANDSCAPISNOW RMVL 1,161 1,425 264 4,555 4,275 2130} 17,100
PEST CONTROL 161 165 4 161 165 4 660
TRASH REMOVAL 626 503 123) 2,144 1.509 595) 6,036
UNIT TURNOVER REPAIRS 2,667 1,600 1,267) 8,770 4,800 3,970) 19,200
RESERVE)REPLACE CAPITAL EXPENSE 0 0 0 0 3,000 3,000 3,000
ELEVATOR -REPAIRS S MAINTENANCE 354 376 6) 1,135 1,134 1) 4,536
REPAIRS & MAINTENANCE D 1,000 1,000 248 3,000 2,752 21,900
BUILDING & GROUNDS SUPPLIES 501 550 49 1,861 1,650 211) 6,600
HVAC- REPAIRS &MAINTENANCE 1,160 750 410) 2,373 2,250 123) 9,000
MISCELLANEOUS B & G EXPENSES 0 15 15 0 45 45 180
TOTAL BUILDING & GROUNDS 12,81 D 12,437 373) 42,522 45,781 3,259 168,649
OTHER OPERATING EXPENSES
PROPERTY & LIABILITY INSURANCE 2,530 2,677 147 7,590 8,031 441 32,124
PAYMENT IN LIEU OF PROPERTY TAX 4,195 4,200 4 12,507 12,600 13 50,400
TOTAL OTHER OPERATING EXPENSES 6,726 6,877 151 26,177 26,631 454 82,624
TOTAL OPERATING EXPENSES 34,054 34,642 588 106,199 113,202 7,13133 428,365
NET OPERATING INCOME I ( LOSS) 58,7132 68,730 28) 171,401 167,064 4,337 692,989
DEPREC, INTEREST & OTHER EXPENSE
DEPRECIATION EXPENSE 30,723 30.723 0 92,166 92,169 1 368,676
AMORTIZATION EXPENSE 325 325 4 976 975 1) 3,900
INTEREST EXPENSE 39,982 39,87D 112) 119,721 119,61D 111) 478,440
TOTAL DEPREC, INTEREST & OTHER 71,030 7D,918 112) 212,865 212,754 iii) 851,016
MET INCOME I(LOSS) 12,328) 12,188) 14D) 41,464) 45,690) 4,226 158,027)
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April 2011
Time to think spring! Planning a garden is the perfect way to celebrate
spring. I hope we have some residents who are interested in gardening
this year. Last year we all enj oyed the beautiful flowers. On the table
outside my office I have a sign up sheet for garden plots. If you would
like a garden plot this year please sign up before Friday, April 29th. If we
have more than 10 residents sign up we will have a drawing for plots at
the meeting on Wednesday, May 4th.
f .
In the spring, at the end of the day, you should smell
like dirt. ~Margaret Atwood
Comfort Keepers
Comfort Keepers will be here on Wednesday, April 27th
during coffee to talk about a new exercise show. They
have an exercise show beginning in April called "Active
Aging". It will be on channel 6 from 11:30-12:00 on
Mondays.
Spring Fling
On Tuesday, April 12th is our "spring fling" open house. It will be
from 4-7 pm in the community room. There will be jazz music, good
food, and a raffle for a dinner and movie basket. Residents are welcome
to come for the open house between 4-7 pm. Throughout the evening I
will be giving tours to visitors, so I can always use
some help in the kitchen.
Thank you!!
11 N,Ii ,1i L.1i "1i Ii li *.1i 1i IIS 114 -04.9!C.104.114 .1i N1i Ili .Ii Ali ZIiiI- 7F -70-711 71 1 11Z –r,.- N i1 76 71. 1% 6 1N 71N 71N 71- 76 iI- i+-
Reminder: F.
April rent is due on or before Tuesday, April 5th If/
1i Ii Ii Ii Ii 1i 1i Ii 1i 1i Ii Ii 1i 1i 1i 1i Ali Ali -1i 'If/ 'If/
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Happy Birthday to the followin
residents this month:
April Birthdays will be celebrated on Thursday,
April 21st at 2:00 in the Community Room.
The birthday celebration is open to all residents who
wish to come down and help us celebrate.
Even if it's not your birthday
month!)
Gary Nevin April 1 st
Verdell Sonnenfeld April 1 st
Violet Dahlgren April 8th
Scherry Fuller April 9th
Pauline Foley April 10th
Jim Goetz April 11 th
Jean Beck April 15th
Writer's Corner (contributions from our writing group)
Sign of spring! !
Return of the Swans
In March of 2010 a pair of Trumpeter Swans chose to make their nest in the pond behind
Lowes. Last Sunday, March 20, 2011 a total of nine swans were seen circling the area, hope-
fully looking for a new nesting area.
Adults begin nesting in late April or early May, some nests are as wide as 5 feet across. The
female will usually lay 4-6 eggs. Incubation lasts 32 to 33 days and at hatching the downy
cygnets weigh 7-7112 ounces. Cygnets first start to fly in late September.
The wing span of a male Trumpeter Swan exceeds 8 feet and they weigh more than 30
pounds. Females have a wing span of about 6 feet and usually weigh approximately 22
pounds.
This magnificent bird barely survived extinction in the 1930's. Killed by the thousands for
food and feathers, the Trumpeter was reduced to a mere 66 birds in 1933, except for a large
group in Alaska. The species has made a remarkable comeback under strict protection.
The Trumpeter has been credited with the so-called Swan Song after being shot and falling,
mortally wounded, through the air.
Trumpeters are the worlds largest water fowl and their far reaching voice is one of the most
soul stirring sounds in the wilderness.
Burt Gesink will have a Trumpeter Swan that he carved on display in the lobby.
Y
Resident Meeting
We discussed the "roving coffee pot" in the Vicksburg Crossing
community room. It was decided that the coffee pot will be kept on ,:_...
r the end of the counter closest to the sink for easy access to the
water.
Residents expressed interest in an exercise class in the community room
so we are looking into different options. Residents would like to schedule "
a Wii demonstration in the community room. We will be doing that over the
summer.
The next resident meetinca will be on Wednesday, Aril 6th at 9.00 in
p the Community Room.
Maintenance and Building Update
Spring into Safety
With spring right around the corner, I would like to remind residents of some
safety tips for the building. Please watch the garage door close behind you after
you enter or exit the garage. Garage entrances provide tempting and easy access
to an apartment building, especially during the nice weather.
If you see anyone suspicious either in the parking lot, or loitering around the
building, you may call 9-1-1 to report non -emergency activity.
Do not let anyone in the front entry door unless you know them and are in your
apartment.
It's been brought to my attention that there are people speeding through our out-
door parking lot. Our parking lot is very busy, we have families coming to visit
with young children, visitors who require walkers, and many people pulling in
and out of parking spots, so please slow down! And encourage your friends and
family to do the same.
If you do not subscribe to a daily newspaper please do not take your neighbor's
paper. Every day a resident is kind enough to contribute a newspaper to our lobby
and people are welcome to come down to read that paper.
Thanks!
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Viclz9bcug Crossing
To: Plymouth Housing and Redevelopment Authority
From: Sara Paquette Managing Director
Date: April 18, 2011
Subject: Vicksburg Crossing Market Report
March Inquiry/marketing activity recap is as follows
Phone/Internet Inquiries
34 phone calls from different people inquiring about apartments for themselves or
family members.
0 8 people made appointments to come in and see apartments.
0 26 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 8 emails from people who found us on our web site.
Walk-in Traffic
4 people came in as walk-in traffic in March.
Interest Timeline for Move In
Y Of the 12 people that came into the office (either setup appointments or came in
as walk-in traffic).
0 2 selected an apartment and put down a $500 deposit.
0 2 people were looking for a new home within the next 6 months.
0 3 were looking for a new home within 6 -12 months.
0 5 were looking for a new home beyond 12 months from now.
L. ri
3155 Vicksburg Lane N • P)Imout}, NIN 55447 • Pbone (763)559-1877 • Fax (763)559-0144 • iv%vn-.ci.plymoLA.niu.us
owned by P)}auouth Honsino and Redevelopment kuthoiil.v
r•
EQUAL HOUSING
OPPORTUNITY
Interest Level by Apartment Style
Of the total of 46 contacts (the sum of phone calls, emails and walk in traffic).
o 27 people were interested in information on low income 1 were under
the impression we had subsidized housing
0 8 people were most interested in moderately priced 1 bedrooms
0 1 was most interested in a 1 bedroom with den
0 3 people were most interested in 2 bedrooms
o The remaining wanted pricing on several sizes. They were more
interested in price.
Ongoing Marketing Strategies — Up date March
Marketing Medium Frequency Cost Results Recommendation
Sun Newspaper Typically 1 x 475 Good Continue, alternate
mo. wl Lakeshore
4 a e Weekly
Lakeshore Weekly Typically 1 x 450 Good Continue, alternate
News mo.; wl 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 wl
building &
apartments.
2
Additional Marketing Efforts
Our open house on April 12#x` was a huge success. Attendance has been better at our
open houses held during the evening. The residents helped in the kitchen while I gave
tours the entire 3 hours, usually the tour groups consisted of 5-10 people. Both the
residents and the prospects that came to visit enjoyed the music and the food. The
visitors were impressed with the atmosphere in the building, the current residents and
the apartments.
W
Agenda Number 3. 5 -
PLYMOUTH HOUSING AND
REDEVELOPMENT
AUTHORITY
STAFF REPORT
T0: Plymouth HousingL and Redevelopment Authority
FROM: Denise Whalen, Support Services Manager through Steve ]uettten,
Executive Director
MEETING DATE: April 26, 2011
SUBJECT: Award Project -Based Units and Authorize Execution of HUD -
52531 -A, Agreement to Enter into Housing Assistance Payments
Contract and any Other Required Documentation on Behalf of the
HRA
BACKGROUND:
The Section 8 Project -Based Voucher Program is administered by a housing authority
that already administers the Section 8 Tenant -Based Voucher Program. In the Project -
Based Voucher Program, the assistance is attached to the structure. A housing authority
may project -base up to 20 percent of their appropriated budget authority. Based on this,
of our 210 vouchers up to 42 can be utilized for project -based units. Currently, 13
project -based units have been approved: seven at Stone Creek and six at Vicksburg
Commons.
On March 2, 2011, a notice was sent to the Sun Newspapers requesting publication of a
Request for Proposals for Section 8 Project -Based Rental Assistance Program for seven
project -based units. As required, the Request for Proposals was published for three
consecutive weeks on March 10, March 17, and March 24, 2011. The deadline for
submitting applications was 12:00 p.m. on Monday, April 18, 2011.
In response to the Request for Proposals, the HRA received one application from Sand
Companies, Inc. for a new construction project, West View Estates, which will be 67
units developed as work -force housing that will be marketed to working families of
Plymouth. Sand Companies, Inc. is requesting approval of seven (7) project -based units
four (4) two-bedroom units, and three (3) three-bedroom units.
HRA staff has reviewed the proposal and completed a ranking sheet according to the
Selection Criteria in which Sand Companies' proposal received 92 out of 100 possible
points.
Once the application receives board approval, HRA staff will submit the application and
all other required documentation to the Housing and Urban Development (HUD) Field
Office. When the HRA receives approval from the HUD Field Office for the project
based units, the HRA will execute the HUD -52531-A, Agreement to Enter Into Housing
Assistance Payments Contract for New Construction along with any other required
documents.
RECOMMENDATION:
Staff recommends that after considering any public comments, the HRA Board of
Commissioners approve the application by Sand Companies, Inc. for seven project -
based units for West View Estates. It is further recommended that once the IIRA
receives approval from the HUD Field Office for the project -based units, they
authorize the Executive Director to execute the HUD -52531-A, Agreement to Enter
Into Housing Assistance Contract for New Construction with Sand Companies, Inc.
and any other required documentation on behalf of the Plymouth HRA.
ATTACHMENTS:
1. HRA Resolution No. 2411-3
2. Request for Proposal
3. Application from Sands Companies, Inc.
4. HRA Ranking Sheet
5. HUD 52531-A, Agreement to Enter Into Housing Assistance Payment Contract
Sample)
M
CITY OF PLYMOUTH
HRA RESOLUTION 2011-03
A RESOLUTION TO APPROVE THE APPLICATION BY SAND COMPANIES, INC. FOR SEVEN
PROJECT -BASED UNITS FOR WEST VIEW ESTATES AND AUTHORIZE THE EXECUTIVE
DIRECTOR TO EXECUTE ANY REQUIRED DOCUMENTS FOR THE PROJECT -BASED UNITS
ON BEHALF OF THE PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY (HRA)
WHEREAS, the Plymouth HRA in and for the City of Plymouth, Minnesota operates a
Section 8 Housing Choice Voucher Program; and,
WHEREAS, the HRA may project -base up to 20 percent of their appropriated budget
authority; and,
WHEREAS, the HRA published a notice for Request for Proposals for Section 8 Project -
Based Rental Assistance for seven project -based units; and,
WHEREAS, in response to the Request for Proposals, the HRA received one application
from Sand Companies, Inc. for a new construction project, West View Estates, which will
be 67 units developed as work -force housing; and,
WHEREAS, the HRA staff reviewed the proposal and completed a ranking sheet according
to the Selection Criteria; and,
WHEREAS, the HRA staff notified Sand Companies, Inc. of the acceptance of their
application and invited them to the HRA Board Meeting for approval by the Board.
NOW, THEREFORE, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTORITY OF
THE CITY OF PLYMOUTH, MINNESOTA, that the application was reviewed, open for public
comments, and approved by the HRA Board; and,
FURTHER, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY OF THE
CITY OF PLYMOUTH, MINNESOTA, that after approval from Housing and Redevelopment
Authority (HUD), the Executive Director is authorized to execute the HUD -52531-A,
Agreement to Enter Into Housing Assistance Contract for New Construction with Sand
Companies, Inc. and any other required documentation on behalf of the Plymouth HRA.
Approved this 28th day of April, 2011 by the Housing and Redevelopment Authority in and
for the City of Plymouth, Minnesota.
NOTICE
REQUEST FOR PROPOSALS
PLYMOUTH HOUSING Ft REDEVELOPMENT AUTHORITY
SECTION 8 PROJECT -BASED RENTAL ASSISTANCE PROGRAM
The Plymouth Housing €e Redevelopment Authority (HRA) announces the availability of its Section 8
Project Based Rental Assistance Program. The Plymouth HRA wishes to improve the existing rental
housing stock and increase the supply of affordable rental housing available to low-income
households. The Plymouth HRA has available at this time Seven (7) Project Based Section 8 Vouchers
for use in buildings which the owner agrees to participate in the Project Based Rental Assistance
Program.
Upon acceptance and approval of a proposal and the execution of a Housing Assistance Payments
Contract, the Plymouth HRA will provide rental assistance payments on behalf of eligible Section 8
tenants residing in the Project Based Units. To be considered, the property must be new
construction and located in the City of Plymouth, Hennepin County.
The Plymouth HRA reserves the right to reject any or all proposals, to waive any formal proposal
requirements, to investigate the qualifications and experience of any applicant, to reject provisions
in any proposal, or to re -advertise for additional proposals. Proposals that do not meet basic
program requirements or do not provide sufficient detail or are not in an acceptable format may be
returned for completion or rejected by the Plymouth NRA.
The U.S. Department of Housing and Urban Development regulations and the HRH's criteria specify
ineligible units for the Project -Based Assistance Program. Therefore, applications for ineligible units
will be disapproved and not ranked or selected. Ineligible units include (but may not be limited to)
the following:
a) Units owned by HUD or the HRA or by an entity controlled by the HRA.
b) Units which were or will be, in the five (5) years before execution of the Agreement,
constructed or rehabilitated with public housing funds under the U.S. Housing Act of 1937
development, modernization, or operating subsidy), Housing Development Action
Grants, rental rehabilitation program funds, Section 23 adjusted funds, or other Section 8
program funds.
c) Proposals submitted as "new construction" for which construction (foundation work) is
started before Agreement execution.
d) Units for families with children located in high-rise elevator buildings with more than b
stories.
e) Single room occupancy (SRO) units and units located in area with flood hazards unless the
actions specified in 24 CFR 983.7 have been taken.
f) Units occupied by owners except for cooperatives.
g) Units located in the Coastal Barrier Resources System.
h) Units assisted under the public housing, Section 23, other Section 8, rent supplement and
Section 236 "deep subsidy" rental assistance payments program.
i) Units located in neighborhoods which clearly will not meet the site and neighborhood
requirements specified in 24 CFR 983.6 for new construction. (HUD will make the
determination of whether a particular new construction project meets the site and
neighborhood standards). Units located within a census tract with poverty rates of 20
percent or more, unless HUD specifically approves an exception.
j) Shared housing; nursing homes; and facilities providing continual psychiatric, medical,
nursing services, board and care, or intermediate care.
m) Units within the grounds of penal, reformatory, medical, mental and similar public or
private institutions. Proposals will initially be reviewed for apparent compliance with
each of the following categories:
1. Site;
2. Design;
3. Feasibility; and
4. Ability to Successfully Develop, Market and Manage.
Application packets may be obtained by contacting the Plymouth HRA office at (763)
509-5410. Completed applications should be submitted to the Plymouth Housing and
Redevelopment Authority at 3400 Plymouth Boulevard, Plymouth, MN 55447.
Applications for Project Based Rental Assistance through the Plymouth HRA must be
submitted by 12:00 p.m. on Monday, April 18, 2011.
2
r i
P eet, d A i;ia Ac Pr raYn
P "0 -
Please print in Blue or Black ink or Type. Please be complete in your
responses. You may attach additional sheets if they are needed to fully
answer the questions. If you have questions regarding this application
please contact Paula Dorn at (763) 509-5414.
I. APPLICANT INFORMATION
Name: Plymouth West View Estates LLC
Address: 366 South Tenth Avenue PO Box 727
city: Waite Park State: MN Zip: 56387-0727
Phone: 320-202-3100 Fax: 320-202-3139
Contact Person: Jamie Thelen
II. CONTACT PERSON INFORMATION
Name: Jamie Thelen
Address: 366 South Tenth Avenue PO Box 727
City: Waite Park State: MN Zip: 56387-0727
Phone: 320-202-3100 Fax: 320-202-3139
E-mail Address: 33Thelen@SandCompanies.com
III. DEVELOPMENT/ PROJECT INFORMATION
Development/ Project Name: West View Estates
Address: 6125 Vicksburg Lane North
Ci : PI mouth I State: MN Zip: 55446
Please Check One) New Construction: ® Rehabilitation: Existing
Housing:
Provide a description of the pEgiectldevelopment as follows:
New Construction — Please provide a general description of the
development including working drawings, specifications and evidence of
site control or how control will be achieved (ex. Purchase agreement, deed,
etc.). Please indicate if the project is targeting any specific population or
special needs group.
Rehabilitation — Please provide a general description of the project
including the extent of the remodeling and attach a Scope of Work. Please
indicate if the project is targeting any specific population or special needs
group.
11
Existin Housin — Please provide a general description of the project.
Please indicate if the project is targeting any specific population or special
needs group.
Description of Project/Development-
Description of Project: West View Estates will be 67 units which will be developed as a
work -force housing project and be financed with Minnesota Housing Finance Agency. It will
be marketed to working families of Plymouth.
The new construction development will provide four (4) one bedroom units, thirty-eight (38)
two bedroom units and twenty-five (25) three bedroom units. The proposed contract rents
include one underground parking space, water/sewer, refuse removal and heat. All units will
have income limits set at 60% or less of area median income (AMI) and initial rents affordable
to residents making 50% of AMI.
Working Drawings: See attached "Working Drawings".
Site Control Evidence: See attached "Purchase Agreement".
Targeting: West View Estates will target general occupancy, families with children, single
heads of household with children, individuals/families of color, single men & single women.
IV. DEVELOPMENT/ PROJECT TEAM INFORMATION
Please provide the Individual Names and Companies of all parties having a
substantial interest in the development/ project (ex. John Smith, Smith
Development, Inc.). Please attach a brief description of the relevant
experience of each of the Team members.
Principal
Owner/s or
Partners:
1. Plymouth Housing Group,, LLC — Managing Member
2. WNC & Associates Inc. — Investor Member
See attached ""Development Team Structure Experience"
Developers: 1. Plymouth Housing Partners LLC
See attached "`Develo ment Team Structure/Experience"
Builders: 1. Sand Companies, Inc.
See attached ""Development Team Structure Experience"
Architect/s: 1. Sand Companies, Inc.
See attached "'Development Team Structure/Experience"'
Management
Agent/s.
1. Sand CompaniesjrCompaniesInc.
See attached "Development Team Structure/ Experience"
Others: 1.
2.
2
V. PARTNERSHIPS AND COLLABORATIONS INFORMATION
The Plymouth HRA supports the creation of cooperative partnerships in the
provision of affordable housing and support services for residents. Please
provide the names of any public, semi-public, or non-profit agencies or
organizations involved in the development or provision of services.
Name: Minnesota Housing Finance Agency
Name of Rote: Providing finance, development assistance &
Agency/Organization and oversight during operations along with resident assistance
description of their role in
issues.
the
Development/ Project:
Name: City of Plymouth
Name of Role: Providing financing to promote additional
Agency/ Organization and affordable housing opportunities in the City of Plymouth.
description of their role in
Cooperative Agreement to access HRAs waiting list,
marketing to clients and underserved populations,
the identifying occupancy and placement priorities along with
Development/ Project: reporting and monitoring requirements.
Name of
Agency/ Organization and
description of their role in
the
Development/ Project:
DESCRIPTION OF AMENITIES AND SERVICES PROVIDED
Please describe any amenities and services to be provided to residents of
the Development/ Project, and who is proposed to provide the services.
Please include any community-based services (ex. Dial -a -Ride Services, lob
Training, etc.)
Amenities (Units): Washer, dryer, walk-in closets, over -the -range microwave, self-
cleaning oven/range, refrigerator, food disposals, through the wall air conditioning, deck or
patio
Amenities (Building): Community rooms, resident storage, underground heated parking,
leasing office, tot lot, recreation area, elevator, security camera system, controlled entry
system
Services: Property Manager and Property Management Company will assist residents with
referrals for rental assistance, county/human services & other service needs through referrals.
0
VI. DEVELOPMENT/PROJECT SITE INFORMATION
Please provide a description of the proposed Development/ Project Site.
Include the size in acres, neighborhood highlights, available amenities and
relationship to services such as public transportation, daycare, shopping,
schools, etc. Please attach a copy of the Site Plan if new construction.
Project Site Information. See attached "Site Information
VII, DEVELOPMENT/ PROJECT DESCRIPTION DETAILS
Please indicate the number of structures in the Development/ Project.
available please ide tify buildings using numbers on site plan.
Building Address or
Multi -Family
of Units to
Single Family Duplex -Townhouse Four units or more) Other
NA NA 1 NA
Please complete the following table. When building addresses are not
available please ide tify buildings using numbers on site plan.
Building Address or of Units by BR Size of Units to of Units to be
Identification Number
2 BR
be PBA Units
Eff 1 2 3 4 5
on Remodeled
Other
Site Plan
6125 Vicksburg Lane N 0 4 38 25 0 0 0 7
Total # of Units by BR Size Total # of Total # of PBA
Total #of Buildings = 1 BR -- 4 Units Remodeled Units = 7
1 2 BR — 36 Units Units = 0
3 BR -- 25 Units
Please provide the total square footage and number of bathrooms for each
unit type below. For new construction and substantial rehab, please submit
unit design layouts.
Unit Type Total Square Footage of Bathrooms
1 BR 900 SF 1 Bathroom
2 BR 1100 SF 2 Bathrooms
3 BR 1400 SF 2 Bathrooms
Other
9
IX. EVIDENCE OF ZONING COMPLIANCE (New Construction/ Rehab Only)
Proposed new construction or redevelopment projects must provide
evidence that the Development/ Project is in compliance with local zoning
and land use ordinances. Please submit a Compliance Letter from the local
government that provides a clear indication that the proposal is in
compliance or that any necessary rezoning is not likely to cause delays in
the project completion.
Zoning: See attached "Zoning Information".
X. ENVIRONMENTAL REVIEW (New Construction/ Rehab Only)
Projects submitted under this application will be required to pass an
environmental review as required by Chapter 24 of the Code of Federal
Regulations, Part 58. In the event that other Federal programs are being
utilized by the development/ project the Plymouth HRA will cooperate with
the appropriate governing bodies to complete the environmental review.
Any previous environmental studies conducted on the property documenting
viability of the proposed development/ project should be submitted to the
Plymouth HRA.
Environmental Review: See attached "Phase I Site Assessment".
5
XI. PROPOSED RENTS AND UTILITIES
Please indicate below the proposed contract rent and utilities included for
each unit type. Indicate what utility is included by "'-' " checking the box
below. Utilities not in the contract rent will be calculated using the
Plymouth HRA's L6tl&Allowance Schedule attached. Circle the type of fuel
used where appropriate.
Rent Heat Water Water Trash Cooking Lighting Range Refrig
Heater Service Fuel
Sewer Refrigeration
Fuel Gas Gas Gas Gas
Type Elec Elec Elec Elec
Other Other Other Other
1 BR 753 V 7 27
2 BR 902 V 8 35
3 BR 1037 V 10 45
Other
In the table below please indicate the gross rent for each unit type. Please
note that the gross rent may not exceed the HUD approved maximum
Voucher Payment Standard for the area in which the unit is located. The
Payment Standards are listed on the current schedule attached.
Unit Type Contract Rent + Utility Allowance = Gross Rent
11311 753 34 787
2611 902 43 945
31311 1r037 55 1f092
Other
XII. DEVELOPMENT/ PROJECT MANAGEMENT INFORMATIUN
Please describe the Management Plan for the development/ project below or
attach.
Management Plan: See attached "Management & Marketing Plan".
6
Please describe in detail, the experience of the management entity
responsible for implementing the Management Plan. Indicate any prior or
current experience in managing Section 8 housing or other subsidized units.
Provide numbers of units managed and length of time managed.
Management Experience: Sand Companies, Inc., who currently manages 25 residential
developments, 3 commercial projects and 18 hotels, will manage the day-to-day and ongoing
operations of West View Estates.
Sand Companies, Inc. started in the business of residential property management in 1998
when it became challenged with poor third party management and maintenance of its
properties. High quality management practices are the goal and the standard of Sand
Companies, Inc. With hands-on management, potential property and resident problems are
headed off and the continual practice of preventive maintenance preserves the long-term
quality of the developments.
Sand Companies, Inc. will be responsible for hiring and training the manager, marketing the
property, setting up strict resident selection criteria, along with daily communications, regular
site visits, accounting, human resources, renovations and purchasing on behalf of the
property.
As a manager Sand Companies, Inc. has a very strict and stringent resident screening process
and is an active member of the Crime Free Multi -Housing Program wherever available. All
potential residents sign off on receiving the specific screening criteria before filling out an
application. Sand Companies, Inc. not only does local checks on applicants, but also out of
state checks, as applicable.
Sand Companies, Inc. is very experienced managing affordable properties as its current
management portfolio includes 22 affordable properties with 810 units. This also includes 3
developments with Project Based Section 8 units, 2 developments with long-term homeless
units and 2 developments with Minneapolis Public Housing (MHOP)units.
XIII. RELOCATION OF EXISTING TENANTS
Please describe the steps being taken to minimize displacement or attach a
copy of the Relocation Plan for the development/project. Be sure to identify
who will be providing relocation services, the estimated cost of relocation,
and the proposed source(s) of funds. In addition, please provide a Current
Rent Role identifying all current residents and whether or not they will be
relocated.
Relocation: blot Applicable.
7
XIV. IDENTIFICATION OF EXISTING PROJECT BASED ASSISTED UNITS
Please complete the table below. Indicate "NA" if no garages are available,
indicate "included" if the garage is included in the Gross Rent. An example is
provided below.
Unit Address BR Square Gross Garage Unit Relocation
Size Footage Rent Rent Occupied Required
6125 Vicksburg Lane N All One See Included NA NA
Entire Building) Units Parking Above
TIF) Term: 30 yrs.
Space Sec.
Construction Rate: 0.0% Approved
Fees)
XI
MHFA EDHC 1,000,000
XV. FINANCIAL INFORMATION
Please list the sources and uses of funds for the development/ project below
and indicate the status of the funding (i.e. Committed, Applied For). Attach
copies of commitment letters or letters of intent to provide funding.
Source of Amount Uses of Funds Terms of Status of
Funds Financing Funding
MHFA LMIR 2,820,668 Construction Rate: 5.2.50/a Approved
Term: 30 yrs.
City of Plymouth 600,000 Construction Rate: 0.00/a Approved
TIF) Term: 30 yrs.
City of Plymouth 4,000 Construction Rate: 0.0% Approved
Fees) Term: 30 yrs.
MHFA EDHC 1,000,000 Construction Rate: 1.0% Approved
Term: 30 yrs.
MHFA FFCC 523,505 Construction Rate: 0.0% Approved
Term: 30 yrs.
City of Plymouth 300,000 Acquisition Rate: 0.0% Approved
LHIA) Term: 30 yrs,
Owner Equity 7,599,240 Acquisition & NA Committed
Construction
i
XVI. DEVELOPMENT/ PROJECT COST INFORMATION
Please provide the following information on the development/ project costs.
What is the estimated Total Development Cost? $12,847,413
What is the estimated Rehabilitation /Construction Cost? $8,604,178
What is the estimated per unit Rehabilitation/ Construction Cost? $128,421
XVII. PROJECT START & COMPLETION INFORMATION
Applicants for the PBA program may not begin Construction/ Rehabilitation
prior to executing an AgLi ement to Enter into a Housing Assistance Contract
with the Plymouth HRA,
What is the anticipated Start Date of the development/ project?
June 30, 2011
What is the anticipated Completion Date of the development/ project?
July 1, 2012
N
XVIII. CERTIFICATIONS
I the Owner/Applicant hereby certify that I have the legal capacity to submit
this proposal and if approved, the legal capacity to contract with Plymouth
HRA for Project Based Assistance and;
That the information provided is true, accurate,, and complete to the best of
my knowledge and;
That no present or former member or officer of the Plymouth HRA, no
employee of the Plymouth HRA who formulates policy or influences decisions
with respect to the Section 8 program, and no public official or member of a
governing body or State or local legislator who exercises functions or
responsibilities with respect to the Section 8 program may have any direct or
indirect interest during this person's tenure for one year thereafter, in this
project or in any proceeds or benefits arising from the resulting How
Assistance Payments contract and;
That no member of the development/ project team identified herein is on the
U.S. General Services Administration list of parties excluded from Federal
procurement and non -procurement programs.
Plymouth West View Estates,_ LLC
Owner/Applicant Name
r/Abplicant Signature
Date
10
West View Estates
HRA Staff Review
RANKING CRITERIA
Proposals, which meet the threshold for program eligibility, will then be reviewed based on the
criteria described below. These criteria will be equally weighted and will be assigned a ranking
of zero to 10 points. Applications receiving the highest point totals will be recommended for
funding, based upon the availability of Project -Based Assistance funding.
1) Projects that serve families with children (specifically 3+bedrooms) will receive priority in this
category. Points will be awarded in this category as follows: less than 30% of proposed project -
based units are 3+ bedrooms = 0 points, 30% of proposed units are 3+ bedrooms = 5 points, 40%
of proposed units are 3+ bedrooms = 7 points, 50%, or more, of proposed units are 3+ bedrooms =
10 points.
Recommended Points = ri
2) Proximity of the proposed development to public facilities, sources of employment, and services,
including public transportation, health, education and recreation facilities.
Recommended Points = 0
3) Prior extensive experience of the applicant in developing and managing similar residential
housing.
Recommended Points = Io
4) Demonstrated ability and capacity of the applicant to proceed expeditiously with the proposal.
Recommended Points =
5) Length of commitment to Iong-term affordability of the proposed housing for households at or
below 50% of area median income. Points value for length of commitment is as follows: 1-5
years = 2 points, 6-10 years = 5 points, 11-15 years = 7 points, 16-20+ years = 10 points.
Recommended Points =
6) Extent to which the proposed project has been developed as a result of a cooperative agreement or
arrangement among public, semi-public or non-profit agencies and organizations.
Recommended Points =
7) Extent to which the proposed project promotes linkages among housing, jobs and
transportation.
Recommended Points = 0
4"
8) Extent to which the project can serve as a model for other communities.
Recommended Points = .11)
9) Extent to which the project contributes to the geographic distribution of affordable housing
throughout Plymouth.
Recommended Points = I C)
10) Extent to which the project meets the 504 requirements (accessibility requirements for
handicapped/disabled persons) and to the extent that the project includes units that provide for
visitibility by handicapped standards.
Recommended Points = /0
TOTAL SELF -RANKED POINTS OVERALL
MAXIMUM TOTAL POINTS OVERALL ALLOWED 100
OMB Approval No. 2577-0169
exp. 10/31/2010)
This agency may not conduct or sponsor, and a person is not required to respond to, a collection of information
unless that collection displays a valid OMB control number. Assurances of confidentiality are not provided
under this collection.
1.1 Parties
This Agreement to Enter into Housing Assistance Payments Contract ("Agreement") is
entered into between: ("PHA") and
owner")
1.2 Purpose
The owner agrees to develop the Housing Assistance Payments Contract ("HAP
contract") units to in accordance with Exhibit B to comply with Housing Quality
Standards ("HQS"), and the PHA agrees that, upon timely completion of such
development in accordance with the terms of the Agreement, the PHA will enter into a
HAP contract with the owner of the contract units.
1.3 Contents of Agreement
This Agreement consists of Part 1, Part II and the following Exhibits:
EXHIBIT A: The approved owner's PBV proposal. (Selection of proposals must be in
accordance with 24 CFR 983.51.)
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EXHIBIT B: Description of work to be performed under this Agreement, including:
if the Agreement is for rehabilitation of units, this exhibit must include the
rehabilitation work write-up and, where the PHA has determined necessary,
specifications and plans.
if the Agreement is for new construction of units, the work description must
include the working drawings and specifications.
any additional requirements beyond HQS relating to quality, design and
architecture that the PHA requires.
work items resulting from compliance with the design and construction
requirements of the Fair Housing Act and implementing regulations at 24 CFR
100.205 and the accessibility requirements under section 504 of the Rehabilitation
Act of 1973 and implementing regulations at 24 CFR 8.22 and 8.23.
EXHIBIT C: Description of housing, including:
project site.
total number of units in project covered by this Agreement.
location of contract units on site.
number of contract units by area (size) and number of bedrooms and bathrooms.
services, maintenance, or equipment to be supplied by the owner without charges
in addition to the rent to owner.
utilities available to the contract units, including a specification of utility services
to be paid by owner (without charges in addition to rent) and utility services to be
paid by the tenant.
estimated initial rent to owner for the contract units.
EXHIBIT D: The HAP contract.
1.4 Significant Dates
A. Effective Date of the Agreement: The Agreement must be executed
promptly after PHA notice of proposal selection to the owner has been
given. The PHA may not enter this Agreement with the owner until any
required subsidy layering review has been performed and an
environmental review has been satisfactorily completed in accordance
with HUD requirements.
B. A project may either be a single -stage or multi -stage project. A single -
stage project will have the same Agreement effective date for all contract
units. A multi -stage project will have separate effective dates for each
stage.
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Single -stage project
i. Effective Date for all contract units:
ii. Date of Commencement of the Work: The date for commencement of work is not
later than calendar days after the effective date of this
Agreement.
iii. Time for Completion of Work: The date for completion of the work is not Iater
than calendar days after the effective date of this Agreement.
Multi -Stage Project
Enter the information for each stage upon execution of the Agreement for the
corresponding stage.
STAGE NUMBER
OF UNITS
EFFECTIVE
DATE
DATE OF
COMMENCEMENT
OF WORK
TIME FOR
COMPLETION
OF WORK
1.5 Nature of the Work
E] This Agreement is for New Construction of units to be assisted by the
project -based voucher program.
71 This Agreement is for Rehabilitation of units to be assisted by the
project -based voucher program.
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1.6 Schedule of Completion
A. Timely Performance of Work: The owner agrees to begin work no Iater than the
date for commencement of work as stated in section 1.4. In the event the work is
not commenced, diligently continued and completed as required under this
Agreement, the PHA may terminate this Agreement or take other appropriate
action. The owner agrees to report promptly to the PHA the date work is
commenced and furnish the PHA with progress reports as required by the PHA.
B. Tirne for Completion: All work must be completed no later than the end of the
period stated in section 1.4. Where completion in stages is provided for, work
related to units included in each stage shall be completed by the stage completion
date and all work on all stages must be completed no later than the end of the
period stated in section 1.4.
C. Delays: If there is a delay in the completion due to unforeseen factors beyond the
owner's control as determined by the PHA, the PHA agrees to extend the time for
completion for an appropriate period as determined by the PHA in accordance
with HUD requirements.
1.7 Changes in Work
A. The owner must obtain prior PHA approval for any change from the work
specified in Exhibit B which would alter the design or quality of the rehabilitation
or construction. The PHA is not required to approve any changes requested by
the owner. PHA approval of any change may be conditioned on establishment of
a lower initial rent to owner as determined by PHA in accordance with HUD
requirements.
B. If the owner makes any changes in the work without prior PHA approval, the
PHA may establish lower initial rents to owner as determined by the PHA in
accordance with HUD requirements.
C. The PHA may inspect the work during rehabilitation or construction to ensure that
work is proceeding on schedule, is being accomplished in accordance with the
terms of the Agreement, meets the level of material described in Exhibit B and
meets typical levels of workmanship for the area.
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1.8 Work Completion
A. Conformance with Exhibit B: The work must be completed in accordance with
Exhibit B. The owner is solely responsible for completion of the work.
B. Evidence of Completion: When the work in completed, the owner must provide
the PHA with the following:
1. A certification by the owner that the work has been completed in
accordance with the HQS and all requirements of this Agreement.
2. A certification by the owner that the owner has complied with labor
standards and equal opportunity requirements in the development of the
housing. (See 24 CFR 983.155(b)(1)(ii).)
Additional Evidence of Completion: At the discretion of the PHA, or as
required by HUD, the owner may be required to submit additional
documentation as evidence of completion of the housing. Check the
following that apply:
A certificate of occupancy or other evidence that the contract units
comply with local requirements.
An architect or developer's certification that the housing complies
with:
the HQS;
State, local or other building codes;
Zoning;
The rehabilitation work write-up for rehabilitated housing;
The work description for newly constructed housing; or
Any additional design or quality requirements pursuant to
this Agreement.
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1.9 Inspection and Acceptance by the PHA of Completed
Contract Units
A. Completion of Contract Units: Upon receipt of owner notice of completion of
contract units, the PHA shall take the following steps:
I. Review all evidence of completion submitted by owner.
2. Inspect the units to determine if the housing has been completed in
accordance with this Agreement, including compliance -with the HQS and
any additional requirements imposed by the PHA under this Agreement.
B. Non -Acceptance: If the PHA determines the work has not been completed in
accordance with this Agreement, including non-compliance with the HQS, the
PHA shall promptly notify the owner of this decision and the reasons for the non-
acceptance. The parties must not enter into the HAP contract at this point.
However, work deficiencies may be corrected in accordance with Section 1.10 of
this Agreement.
C. Acceptance: If the PHA determines that the work has been completed in
accordance with this Agreement, and that the owner has submitted all required
evidence of completion, the PHA must submit the HAP contract for execution by
the owner and must then execute the HAP contract.
1.10 Acceptance Where Work Deficiencies Exist
A. If the PHA determines that work deficiencies exist, the PHA shall determine
whether and to what extent the deficiencies are correctable, whether the units will
be accepted after correction of the deficiencies, and the requirements and
procedures (consistent with HUD requirements) for such correction and
acceptance of contract units. The PHA shall notify the owner of the PHA's
decision.
B. Completion in Stages: When the units will be completed in stages, the procedures
of this section shall apply to each stage.
1.11 Execution of HAP Contract
A. Time and Execution: Upon acceptance of the units by the PHA, the owner and the
PHA execute the HAP contract.
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B. Completion in Stages: When the units will be completed in stages, the number
and types of units in each stage, and the initial rents to owner for such units, shall
be separately shown in the HAP contract for each stage. Upon acceptance of the
first stage, the owner shall execute the HAP contract and the signature block
provided in the HAP contract for that stage. Upon acceptance of each subsequent
stage, the owner shall execute the signature block provided in the HAP contract
for such stage.
C. Form of HAP contract: The terns of the HAP contract shall be provided in
Exhibit D of this Agreement. There shall be no change in the terms of the HAP
contract unless such change is approved by HUD headquarters. Prior to execution
by the owner, all blank spaces in the HAP contract shall be completed by the
PHA.
D. Survival of Owner Obligations: Even after execution of the HAP contract, the
owner shall continue to be bound by all owner obligations under the Agreement.
1.12 Initial Determination of Rents
A. The estimated initial rent to owner shall be established in Exhibit C of this
Agreement.
B. The initial rent to owner is established at the beginning of the HAP contract term.
C. The estimated and initial contract rents for each unit may in no event exceed the
amount authorized in accordance with HUD requirements. Where the estimated or
the initial rent to owner exceeds the amount authorized under HUD requirements,
the PHA shall establish a lower estimated or initial rent to owner (as applicable),
in accordance with HUD requirements.
1.13 Uniform Relocation Act
A. A displaced person must be provided relocation assistance at the levels described
in and in accordance with the requirements of the Uniform Relocation Assistance
and Real Property Acquisition Policies Act of 1970 (URA) (42 U.S.C. 4201-
4655) and implementing regulations at 49 CFR part 24.
B. The cost of required relocation assistance may be paid with funds provided by the
owner, or with local public funds, or with funds available from other sources.
Payment of relocation assistance must be in accordance with HUD requirements.
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Project -based Voucher Pro grain
C The acquisition of real property for a project to be assisted under the project -
based voucher program is subject to the URA and 49 CFR part 24, subpart B.
D. The PHA must require the owner to comply with the URA and 49 CFR part 24.
E. In computing a replacement housing payment to a residential tenant displaced as a
direct result of privately undertaken rehabilitation or demolition of the real
property, the term "initiation of negotiations" means the execution of the
Agreement between the owner and the PHA.
1.14 Protection of In -Place Families
A. In order to minimize displacement of in-place families, if a unit to be placed
under HAP contract is occupied by an eligible family on the proposal selection
date, the in-place family must be placed on the PHA's waiting list (if it is not
already on the list) and, once its continued eligibility is determined, given an
absolute selection preference and referred to the project owner for an
appropriately sized unit in the project.
B. This protection does not apply to families that are not eligible to participate in the
program on the proposal selection date.
C. The term "in-place family" means an eligible family residing in a proposed
contract unit on the proposal selection date.
D. Assistance to in-place families may only be provided in accordance with HUD
requirements.
1.15 Termination of Agreement and HAP Contract
The Agreement or HAP contract may be terminated upon at least 30 days notice to the
owner by the PHA or HUD if the PHA or HUD determines that the contract units were
not eligible for selection in conformity with HUD requirements.
1.16 Rights of HUD if PHA Defaults Under Agreement
If HUD determines that the PHA has failed to comply with this Agreement, or has failed
to take appropriate action, to HUD's satisfaction or as directed by HUD, for enforcement
of the PHA's rights under this Agreement, HUD may assume the PHA's rights and
obligations under the Agreement, and may perform the obligations and enforce the rights
of the PHA under the Agreement. HUD will, if it determines that the owner is not in
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default, pay annual contributions for the purpose of providing housing assistance
payments with respect to the dwelling unit(s) under this Agreement for the duration of the
HAP contract.
1.17 Owner Default and PHA Remedies
A. Owner Default
Any of the following is a default by the owner under the Agreement:
1. The owner has failed to comply with any obligation under the Agreement.
2. The owner has violated any obligation under any other housing assistance
payments contract under Section S of the United States Housing Act of
1937 (42 U.S.C. 1437£).
The owner has committed any fraud or made any false statement to the
PHA or HUD in connection with the Agreement.
4. The owner has committed fraud, bribery or any other corrupt or criminal
act in connection with any Federal housing assistance program.
If the property where the contract units are Iocated is subject to a lien or
security interest securing a HUD loan or a mortgage insured by HUD and:
A. The owner has failed to comply with the regulations for the
applicable mortgage insurance or loan program, with the mortgage
or mortgage note, or with the regulatory agreement; or
B. The owner has committed fraud, bribery or any other corrupt or
criminal act in connection with the HUD loan or HUD -insured
mortgage.
6. The owner has engaged in any drug-related criminal activity or any violent
criminal activity.
B. PITA Remedies
1. If the PHA determines that a breach has occurred, the PHA may exercise
any of its rights or remedies Linder the Agreement.
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2. The PHA must notify the owner in writing of such determination. The
notice by the PHA to the owner may require the owner to take corrective
action (as verified by the PHA) by a time prescribed in the notice.
The PHA's rights and remedies under the Agreement include, but are not
limited to: (i) terminating the Agreement; and (ii) declining to execute the
HAP contract for some or all of the units.
C. PHA Remedy is not Waived
The PHA's exercise or non -exercise of any remedy for owner breach of the
Agreement is not a waiver of the right to exercise that remedy or any other right
or remedy at any time.
1.18 PHA and Owner Relation to Third Parties
A. Selection and Performance of Contractor
1. The PHA has not assumed any responsibility or liability to the owner, or any
other party for performance of any contractor, subcontractor or supplier, whether
or not listed by the PHA as a qualified contractor or supplier under the program.
The selection of a contractor, subcontractor or supplier is the sole responsibility of
the owner and the PHA is not involved in any relationship between the owner and
any contractor, subcontractor or supplier.
2. The owner must select a competent contractor to undertake rehabilitation or
construction. The owner agrees to require from each prospective contractor a
certification that neither the contractor nor its principals is presently debarred,
suspended, proposed for debarment, declared ineligible, or otherwise excluded
from participation in contracts by any Federal department or agency or the
Comptroller General. The owner agrees not to award contracts to, otherwise
engage in the service of, or fund any contractor that does not provide this
certification.
B. Injury Resulting from Work under the Agreement: The PHA has not assumed
any responsibility for or liability to any person, including a worker or a resident of
the unit undergoing work pursuant to this Agreement, injured as a result of the
work or as a result of any other action or failure to act by the owner, or any
contractor, subcontractor or supplier.
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C. Legal Relationship: The owner is not the agent of the PHA and this Agreement
does not create or affect any relationship between the PHA and any lender to the
owner or any suppliers, employees, contractor or subcontractors used by the
owner in the implementation of the Agreement.
D. Exclusion of Third Party Claims: Nothing in this Agreement shall be construed
as creating any right of any third party (other than HUD) to enforce any provision
of this Agreement or the HAP contract, or to assert any claire against HUD, the
PHA or the owner under the Agreement or the HAP contract.
E. Exclusion of Owner Claims against HUD: Nothing in this Agreement shall be
construed as creating any right of the owner to assert any claim against HUD.
1.19 PHA -Owned Units
Notwithstanding Section 1.18 of this Agreement, a PHA may own units assisted under
the project -based voucher program, subject to the special requirements in 24 CFR 983,59
regarding PHA -owned units.
1.20 Confliet of Interest
A. Interest of Members, Officers, or Employees of PHA, Members of Local
Governing Body, or Other Public Officials
1. No present or former member or officer of the PHA (except tenant -
commissioners), no employee of the PHA who formulates policy or influences
decisions with respect to the housing choice voucher program or project -based
voucher program, and no public official or member of a governing body or State
or local legislator who exercises functions or responsibilities with respect to these
programs, shall have any direct or indirect interest, during his or her tenure or for
one year thereafter, in the Agreement or HAP contract.
2. HUD may waive this provision for good cause.
B. Disclosure
The owner has disclosed to the PHA any interest that would be a violation of the
Agreement or HAP contract. The owner must fully and promptly update such
disclosures.
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1.21 Interest of Member or Delegate to Congress
No member of or delegate to the Congress of the United States of America or resident -
commissioner shall be admitted to any share or part of the Agreement or HAP contract
or to any benefits arising from the Agreement or HAP contract,
1.22 Transfer of the Agreement, HAP Contract or Property
A. PHA Consent to Transfer
The owner agrees that the owner has not made and will not make any transfer in
any form, including any sale or assignment, of the Agreement, HAP contract or
the property without the prior written consent of the PHA. A change in ownership
in the owner, such as a stock transfer or transfer of the interest of a limited
partner, is not subject to the provisions of this section. Transfer of the interest of a
general partner is subject to the provisions of this section.
B. Procedure for PHA Acceptance of Transferee
Where the owner requests the consent of the PHA for a transfer in any form,
including any sale or assignment, of the Agreement, the HAP contract or the
property, the PHA must consent to a transfer of the Agreement or HAP contract if
the transferee agrees in writing (in a form acceptable to the PHA) to comply with
all the terms of the Agreement and HAP contract, and if the transferee is
acceptable to the PI-lA. The PHA's criteria for acceptance of the transferee must
be in accordance with HUD requirements.
C. When Transfer is Prohibited
The PHA will not consent to the transfer if any transferee, or any principal or
interested party is debarred, suspended subject to a limited denial of
participation, or otherwise excluded under 2 CFR part 2424, or is listed on the
U.S. General Services Administration list of parties excluded from Federal
procurement or nonprocurement programs.
1.23 Exclusion from Federal Programs
A. Federal Requirements
The owner must comply with and is subject to requirements of 2 CFR part 2424.
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B. Disclosure
The owner certifies that:
The owner has disclosed to the PHA the identity of the owner and any
principal or interested party.
2. Neither the owner nor any principal or interested party is listed on the U.S.
General Services Administration list of parties excluded from Federal
procurement and nonprocurement programs; and none of such parties are
debarred, suspended, subject to a limited denial of participation or
otherwise excluded under 2 CFR part 2424.
1.24 Lobbying Certifications
A. The owner certifies, to the best of owner's knowledge and belief, that:
1. No Federally appropriated funds have been paid or will be paid, by or on
behalf of the owner, to any person for influencing or attempting to
influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress, or an employee of a Member of
Congress in connection with the awarding of the Agreement or HAP
contract, or the extension, continuation, renewal, amendment, or
modification of the HAP contract.
2. If any finds other than Federally appropriated funds have been paid or
will be paid to any person for influencing or attempting to influence an
officer or employee of any agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in
connection with the Agreement or HAP contract, the owner must complete
and submit Standard Form -LLL, "Disclosure Form to Report Lobbying,"
in accordance with its instructions.
B. This certification by the owner is a prerequisite for making or entering into this
transaction imposed by 31 U.S.C. 1352.
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1.25 Subsidy Layering
A. Owner Disclosure
The owner must disclose to the PHA, in accordance with HUD requirements,
information regarding any related assistance from the Federal Government, a
State, or a unit of general local government, or any agency or instrumentality
thereof, that is made available or is expected to be made available with respect to
the contract units. Such related assistance includes, but is not limited to, any loan,
grant, guarantee, insurance, payment, rebate, subsidy, credit, tax benefit, or any
other form of direct or indirect assistance.
B. Limit of Payments
Housing assistance payments under the HAP contract must not be more than is
necessary, as determined in accordance with HUD requirements, to provide
affordable housing after taking account of such related assistance. The PHA will
adjust in accordance with HUD requirements the amount of the housing
assistance payments to the owner to compensate in whole or in part for such
related assistance.
1,26 Prohibition of Discrimination
A. The owner may not refuse to lease contract units to, or otherwise discriminate
against, any person or family in leasing of a contract unit, because of race, color,
religion, sex, national origin, disability, age or familial status.
B. The owner must comply with the following requirements: The Fair Housing Act
42 U.S.C. 3601-19) and implementing regulations at 24 CFR part 100 et seq. ;
Executive Order 11063, as amended by Executive Order 12259 (3 CFR, 1959-
1963 Comp., p. 652 and 3 CFR, 1980 Comp., p. 307) (Equal Opportunity in
Housing Programs) and implementing regulations at 24 CFR part 107; title VI of
the Civil Rights Act of 1964 (42 U.S.C. 2000d -2000d-4) (Nondiscrimination in
Federally Assisted Programs) and implementing regulations at 24 CFR part 1; the
Age Discrimination Act of 1975 (42 U.S.C. 6101-6107) and implementing
regulations at 24 CFR part 146; section 504 of the Rehabilitation Act of 1973 (29
U.S.C. 794) and implementing regulations at part 8 of this title; title II of the
Americans with Disabilities Act, 42 U.S.C. 12101 et seq. ; 24 CFR part 8; section
3 of the Housing and Urban Development Act of 1968 (12 U.S.C. 1701 u) and
implementing regulations at 24 CFR part 135; Executive Order 11246, as
amended by Executive Orders 11375, 11478, 12086, and 12107 (3 CFR, 1964 --
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1965 Comp., p. 339; 3 CFR, 1966-1970 Comp., p. 684; 3 CFR, 1966-1970
Comp., p. 803; 3 CFR, 1978 Comp., p. 230; and 3 CFR, 1978 Comp., p. 264,
respectively) (Equal Employment Opportunity Programs) and implementing
regulations at 41 CFR chapter 60; Executive Order 11625, as amended by
Executive Order 12007 (3 CFR, 1971-1975 Comp., p. 616 and 3 CFR, 1977
Comp., p. 139) (Minority Business Enterprises); Executive Order 12432 (3 CFR,
1983 Comp., p. 198) (Minority Business Enterprise Development); and Executive
Order 12138, as amended by Executive Order 12608 (3 CFR, 1977 Comp., p. 393
and 3 CFR, 1987 Comp., p. 245) (Women's Business Enterprise).
C. The PHA and the owner must cooperate with HUD in the conducting of
compliance reviews and complaint investigations pursuant to all applicable civil
rights statutes, Executive Orders, and all related rules and regulations.
1.27 PHA and HUD Access to Premises and Owner Records
A. The owner must furnish any information pertinent to this Agreement as may be
reasonably required from time to time by the PHA or HUD. The owner shall
furnish such information in the form and manner required by the PHA or HUD.
B. The owner must permit the PHA or HUD or any of their authorized
representatives to have access to the premises during normal business hours and,
for the purpose of audit and examination, to have access to any books, documents,
papers and records of the owner to the extent necessary to determine compliance
with the Agreement.
1.28 Notices and Owner Certifications
A. Where the owner is required to give any notice to the PHA pursuant to this
Agreement, such notice shall be in writing and shall be given in the manner -
designated by the PHA.
B. Any certification or warranty by the owner pursuant to the Agreement shall be
deemed a material representation of fact upon which reliance was placed when
this transaction was entered into.
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1.29 HUD Requirements
A. The Agreement and the HAP contract shall be interpreted and implemented in
accordance with all statutory requirements, and with all HUD requirements,
including amendments or changes in HUD requirements. The owner agrees to
comply with all such laws and HUD requirements
B. HUD requirements are requirements that apply to the project -based voucher
program. HUD requirements are issued by HUD Headquarters as regulations,
Federal Register notices or other binding program directives.
1.30 Applicability of Part II provisions — Check all that apply
Training, Employment and Contracting Opportunities
Section 2.1 applies if the total of the contract rents for all units under the proposed
HAP contract, over the maximum term of the contract, is more than $200,000.
Equal Employment Opportunity
Section 2.2 only applies to construction contracts of more than $10,000.
Labor Standards Requirements
Sections 2.4, 2.8 and 2.10 apply when this Agreement covers nine or more units.
Flood Insurance
Section 2.11 applies if units are located in areas having special flood hazards and
in which flood insurance is available under the National Flood Insurance
Program.
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EXECUTION OF THE AGREEMENT
PUBLIC HOUSING AGENCY
Name (Prin
Bv:
Signature of Authorized Representative
Official title (Print):
Date:
OWNER
Name (Print)
By:
Signature of Authorized Representative
Official Title (Print):
Date:
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