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HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 02-23-2012MEETING AGENDA PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY THURSDAY, FEBRUARY 23, 2012 - 7:00 p.m. WHERE: Medicine Lake Room City of Plymouth 3400 Plymouth Boulevard Plymouth, MN 55447 CONSENT AGENDA All items listed on the Consent Agenda are considered to be routine by the Housing and Redevelopment Authority and will be enacted by one motion. There will be no separate discussion of these items unless a Commissioner, citizen or petitioner so requests, in which event the item will be removed from the consent agenda and considered in normal sequence on the agenda. 1. CALL TO ORDER - 7:00 P.M. 2. CONSENT AGENDA A. Approve HRA Meeting Minutes from January 26, 2012. B. Plymouth Towne Square. Accept Monthly Housing Report. C. Vicksburg Crossing. Accept Monthly Housing/Marketing Report. D. Tax Increment Financing District 1-2. Approve modification to district parcels. E. Special Meeting. Call for a special meeting on March 13th 2012 at 6:30pm in the Parkers Lake Room to approve the sale of the Vicksburg Crossing Refunding Bonds. 3. PUBLIC HEARING A. Community Development Block Grant. Consider 2012 Action Plan. 4. NEW BUSINESS A. Senior Buildings - Consider proposed changes to the Admissions and Occupancy Handbook and the Lease Agreement. B. Election of Officers. Chair, Vice -Chair, Secretary. 5. ADJOURNMENT DRAFT MINUTES PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY January 26, 2012 PRESENT: Chairman Jeff Kulaszewicz, Commissioners Bob Stein and Jim Willis ABSENT: Commissioners Paul Caryotakis and David Miller STAFF PRESENT: Housing Program Manager Jim Barnes and Office Support Specialist Laurie Lolcken OTHERS PRESENT: None 1. CALL TO ORDER Chairman Kulaszewicz called the Plymouth Housing and Redevelopment Authority meeting to order at 7:05 p.m. Housing Program Manager Barnes announced the additions of agenda Item 3. B. for Vicksburg Crossing call for the sale of refunding bonds and Item 3. C. at Chairman Kulaszewicz's request to review a letter to the HRA received from HUD. 2. CONSENT AGENDA A. Approve HRA Meeting Minutes from November 17, 2011. B. Plymouth Towne Square. Accept Monthly Housing Reports For November & December 2011. C. Vicksburg Crossing. Accept Monthly Housing Reports For November & December 2011 And Monthly Marketing Reports For December 2011 & January 2012. MOTION by Commissioner Willis, seconded by Commissioner Stein, to approve the consent agenda. Commissioner Stein asked if this was the first year that the Vicksburg Crossing year-end financials reflected a positive cash flow with a net operating income before depreciation. Housing Program Manager Baines responded that our bond payments are reported differently in both 2010 and 2011 so we are negative in that one month on a cash basis. He said in January 2011, we had a loss of $140,242. Commissioner Willis added that was because of the debt service payment. Housing Program Manager Barnes said that we made it up through the ensuing eleven months so Vicksburg Crossing ended the year, unaudited, at $32,709 positive on a cash basis. He added Draft Plymouth Housing and Redevelopment Authority January 26, 2012 Page 2 that Plymouth Towne Square ended the year $14,000 positive on a cash basis without amortization, depreciation, etc. Vote. 3 Ayes. MOTION approved. 3. NEW BUSINESS A. Potential Redevelopment. Ryerson Site (1605 State Highway 169) And Adjacent Properties. Commissioner Stein stated that this agenda item had been tabled from the October 27, 2011 HRA meeting. He said this site is identified as a potential redevelopment site in the 2010 Comprehensive PIan. He said staff has talked with United Properties to see if they were interested in or if it is feasible for redevelopment and they did not express any interest. He said staff has approached Ehler's and Associates to look at it to see if it's feasible for redevelopment or to declare it a blighted area and be eligible for TIF financing. I -Ie said in light of all the development that has been going on along 169, this may be an opportune time to see if something can be done with this site. He said $2,000 to $5,000 to research this isn't that much money. Commissioner Willis stated that he didn't like to approach doing something with somebody else's property unless they are aware of it but we needed to find what the boundaries are we would be looking at. IIousing Program Manager Barnes confirmed the seven parcels being considered. Commissioner Willis stated that he viewed it as some day being an A-1 piece of property for a high-rise apartment project because of the views of the lake and the access to Minneapolis. IIe said that it could be a mixed use but the circulation of traffic would be a real challenge. He said the amount of money, up to $5,000, would at least get us something to start thinking about. IIe said that it may or may not happen. He said the letter from United Properties was not encouraging and he could understand that because the valuations are not likely to be the land and building values the owners would describe if they were in a sale mode for a tax position. He said that he wouldn't be opposed to proceeding with a modest study to determine whether or not there is any feasibility. He said economically, we are looking for a redevelopment district so we've got time to see if it would qualify. Chairman Kulaszewicz asked what properties are there now and who the owners are. Commissioner Stein responded that United Properties, Ryerson and Medicine Lake properties arethere. He said one parcel is vacant but they are trying to rent it out and another parcel is just a large, old warehouse that is broken up into individual small businesses. Chairman Kulaszewicz stated that we recently had talked about Ryerson and the other warehouse building. He said that even at these land values and if you try to purchase an ongoing business, you may end up paying more than market rate. Commissioner Stein responded that he would Draft Plymouth Housing and Redevelopment Authority January 26, 2012 Page 3 envision that if a developer went in and thought that this was a good deal, they would find them new locations to move to and that would be part of the deal. Housing Program Manager Barnes stated that a study by Ehler's would show a few options of what might be redeveloped and the potential TIF revenue that could be generated. He said if we went fin-ther than this we would need to determine if the buildings meet the "blight" test. He said with multiple scenarios we would be able to talk to other developers to see if they are interested. He said he does not envision the HRA buying these properties up front and then make it available to a developer. He said we would most likely be a partner in the redevelopment. Chairman Kulaszewicz stated if a developer would approach both of those ongoing businesses and make them some kind of offer, that would entice them to move their ongoing business to a new location. Commissioner Stein said that is what he believes would occur. He also stated we are not going to go in and condemn the property or force them to move. Chairman Kulaszewicz stated that this would not be the government deciding one business is better than another business, as he would not be a part of that. Housing Program Manager Barnes responded we would be a secondary partner in this, as we are with all other developments that the city participates financially in. He said we are a little bit ahead in looking at this one so if it got to the point that somebody was interested in it; they would take the lead on the project. He said we would be in the background and work with them as we do on other projects. Commissioner Willis stated that given the markets in the interim, it's not going to be feasible but the question is, when do we start looking. He said this is the beginning and if somebody comes forward in the future, at least we have the base line data from this point in time. Commissioner Stein stated that the businesses there are not the best and highest use of that property. Chairman Kulaszewicz asked what specifically the study would accomplish. Housing Program Manager Barnes responded we would have Ehler's evaluate the properties for the potential creation of a TIF district to see if it would be eligible. He said if it were eligible, there could be three or four different scenarios (of different types of uses on the properties) that we could put numbers in; such as, if it went all residential, it would generate this amount of TIF revenue; if it went all retail or retail/commercial, it would generate this amount; if it was mixed use, it would generate this amount. Chairman Kulaszewicz stated if this land was vacant, we would generate four or five different scenarios to see a base line of potential value in terms of what a developer would spend in order to entice people. Housing Program Manager Barnes added the developers are going to look at it fiom a perspective of what's their highest and best use and what's going on in the market right now or what they see happening in the market. Draft Plymouth Housing and Redevelopment Authority January 26, 2012 Page 4 Chairman Kulaszewicz asked where that money would then come from. Housing Program Manager Barnes responded the money would come from our HRA reserves. Chairman Kulaszewicz said he would be okay with that. MOTION by Commissioner Willis, seconded by Commissioner Stein, to direct staff to engage Ehler's, with a total cost not to exceed $5,000, to evaluate potential redevelopment of Ryerson site and adjacent properties for property located at 1601 State Highway 169. Vote. 3 Ayes. MOTION approved. B. Vicksburg Crossing, Call For The Sale Of Refunding Bonds, Housing Program Manager Barnes gave an overview of the staff report. Housing Program Manager Barnes confirmed for Conunissioner Willis that there is no call until 2015. He said this would be a crossover refunding, which is what you did with Plymouth Towne Square in 2010-2011. IIe said we would be selling the bonds and putting money into an escrow account to pay off the old bonds in 2015. He said the only thing that is different from PIymouth Towne Square is we would not be refunding in 2016 the bonds that mature that year because that would put us over the $10 million cap, which means the bonds could no longer be bank qualified. Commissioner Willis stated if we were to wait two or three years to do this, the risk there is the change in the market. I -Ie quoted the federal reserves as saying they are not going to do anything with the interest rates until at least 2014. Housing Program Manager Barnes said it is a decision and it's a risk either way. He said it's about three weeks difference in the sale date if we expedited this issue based on our calendar. He said who's to say that the rates are going to be better on February 23r6 as opposed to March 13'11 or worse as that's the way the market works. He said when we refunded Plymouth Towne Square, Ehler's told us the rates were at historical lows and we should act. He said these are now lower than what they were for Plymouth Towne Square and in between those two periods of time, they have fluctuated as the markets have. Housing Program Manager Barnes confirmed for Commissioner Stein that the money would be put in escrow and we will be paying interest on the new bonds. Commissioner Stein asked where that money comes fi-om. Housing Program Manager Barnes responded it would come from this bond sale. Commissioner Willis asked if the debt service schedule is on the new issue so in February 2013 there would be an interest payment of $207,000, which comes out of proceeds of the bond sale. Housing Program Manager Barnes confirmed affirmatively. Housing Program Manager Barnes confirmed for Commissioner Willis that until the crossover financing date of February 2015, there will be almost $460,000 of interest that will have been paid. Draft PIymouth Housing and Redevelopment Authority January 26, 2012 Page 5 Chairman Kulaszewicz stated you are paying $460,000 on top and are still saving a million. Commissioner Willis agreed and said you are trading interest. Housing Program Manager Barnes said our average interest rate on the current bonds is 5 percent. Commissioner Stein stated if we waited until 2015 and the interest rates stayed the same, we would have an actual savings of roughly half a million dollars. Chairman Kulaszewicz said for those two years we would have to pay double the interest. Housing Program Manager Barnes responded that we would continue to pay on the old bonds. Commissioner Stein stated the interest on the new bonds comes out of the proceeds of the sale. Housing Program Manager Barnes said that's why, when you look at the first few years, there is no savings. He said as soon as the bonds are refunded in 2015, we begin seeing savings between $73,000 and $78,000 for the life of the new bonds. Chairman Kulaszewicz said that is a million and a half dollars net. Housing Program Manager Barnes said that's gross because we have got other things that come out of it so it's just over a million dollars in total savings. Commissioner Willis asked that the current debt service goes out until when. Housing Program Manager Baines responded 2035 and we are not extending the maturities on the refunded bonds. He said our finance department and Ehler's are recommending this. Commissioner Willis asked what fees would be involved in this estimated cost of the sale by Ehler's. Housing Program Manager Barnes responded the cost of issuance is $79,000. Chairman Kulaszewicz asked if the issuance cost and the underwriters discount are true costs. Housing Program Manager Barnes said they are estimates at this point and we will not know the actual costs until the sale. Commissioner Willis asked who the bond attorneys are in this transaction. Housing Program Manager Barnes responded that Dorsey and Whitney are the consultants that the city has in place. Commissioner Willis stated there is nothing wrong with that and he has the highest respect for them. He said that sometime the city, if not the IIRA, ought to look at bond counsel and get proposals from more than Dorsey. Chairman Kulaszewicz asked if this Board would have the authority to deviate and use someone different than the city is using. Commissioner Willis said we could but he is not suggesting we need to change but believes it would be good to explore the idea. Housing Prograrn Manager Barnes said the city is going to be considering three other revenue bonds for refunding and due to various timing, they are going to try to move their time period so we would still be able to sell on February 23rd and then they would sell on March 13` x', Chairman Kulaszewicz asked if the rates of the existing bonds are similar. Commissioner Willis said relatively speaking, the revenue bonds would be lower and the TIF bonds would be higher. Draft Plymouth Housing and Redevelopment Authority January 26, 2012 Page 6 Housing Program Manager Barnes said for crossover refunding, there's a state minimum test that you have to meet for savings of at least 3 percent. Commissioner Stein said it would get rid of the subsidy every year. Housing Program Manager Barnes said the subsidy is $24,000 and it is always a goal of ours to get rid of that subsidy as it was never intended to be there. Commissioner Willis said the good news is, it is a sizeable savings over time and we can expect that if we do it now or another time. Chairman Kulaszewicz asked if that would be in the next budget then to get rid of that subsidy. Commissioner Willis said that you won't get the savings for three years and that won't start happening until original bond issues is called to be retired in 2015. Housing Program Manager Barnes said every year we look at our budgets to determine whether we need a subsidy or not. He said we actually didn't subsidize Vicksburg Crossing in 2011 because we had a positive 32,000 in cash and we only budgeted $24,000 in subsidy. He said we did collect the tax levy and that money does stay with our reserve account and can be used for other items or to reduce the levy in future years. Housing Program Manager Barnes confirmed for Chairman Kulaszewicz that this is a savings of about 10 percent. Commissioner Stein stated it could go lower but we don't know how much lower and he thinks they're going to go up. Commissioner Stein stated the money is in the bank and one day the economy is going to turn around and hopefully, the interest rates will go up. Commissioner Willis stated he would support this because this is just authorizing the sale and we can pull out before awarding any bids. MOTION by Commissioner Stein, seconded by Commissioner Willis, to adopt the resolution calling for the sale of refunding bonds for Vicksburg Crossing and to ask the City Council to reaffirm their G.O. pledge of the bonds. Vote. 3 Ayes. MOTION approved. C. HUD Letter. 2012 HRA Budget — Section 8. Chairman Kulaszewicz stated we approved the 2012 HRA budgets at our October 2011 meeting. He said the city and HRA Board have received a letter fiom HUD and while he did not have the letter with him, he believed it was in regards to some changes to our administrative fees for Section 8. Housing Program Manager Barnes stated that Denise Whalen, Support Services Manager overseeing our Section 8 program, had mentioned during the budget meeting that HUD may cut funding of administrative fees from 83% down to as low as 60%. He said one of the main reasons HUD was trying to do this is that they want to get housing authorities to start drawing down reserves below what they had traditionally allowed. He said they lowered the administrative fee coming through for 2012 so that housing authorities can now take from their unrestricted reserves and start using that money. He said that we are okay for 2012 as we have Draft PIymouth Housing and Redevelopment Authority January 26, 2012 Page 7 sufficient reserves in place and staff will be analyzing the Section 8 program internally this year to determine the long term impact of these changes. Commissioner Stein asked if HUD sets the amount of the reserves. Housing Program Manager Barnes responded that they do. He said we have two reserve accounts for Section 8: one is a restricted reserve account, which is only for housing assistance payments and has a minimum of two months on hand, then there's the unrestricted reserve account that can be used to cover administrative expenses. Commissioner Stein asked if HUD has some formula (a percent or an amount) that they use. Housing Program Manager Barnes responded that he believes they do but he does not know the exact formula. Commissioner Willis stated that the reserves are available to pick up the deficit on the administrative costs over a period of time, He asked that at the time that the reserve is depleted, what happens to fill the fielding gap. Housing Program Manager Barnes responded if nothing changes at the federal level on how they fund the program and it stays like this, we will run out of reserve funds eventually. He said there would be a few options that staff would bring before the Board. He said they could look at staff reductions, they could look at funding it from tax levy to make up the difference or they could consider giving it back to the Metro HRA. He said all of the options have pros and cons to them. Commissioner Stein asked if any metro cities do not have their own HRA. Housing Program Manager Barnes replied that if a city does not have a housing authority, or chooses not to administer the Section 8 program locally, the administration of the Section 8 program for that city goes to the Metro HRA and they administer the program for them. He said he did not have an exact count of how many cities in the metro area are administered by Metro HRA. Commissioner Stein asked why Plymouth has their own HRA and Section 8 program. Housing Program Manager Barnes responded that we chose to years ago because it gives the city greater oversight and control. Commissioner Willis added that as a city, we did it because the Metropolitan Council would have been the default and we didn't think they would serve the customers in the suburbs as well as they would the inner cities and would leave the needs of Plymouth out. Housing Program Manager Barnes stated this also gets our inspectors into more of the rental properties. Housing Program Manager Barnes will provide the Board with a list from Metropolitan Council on which metro cities have HRAs and who administers their Section 8 programs for them as requested by Commissioner Willis. Commissioner Stein asked if there are any tax levies involved in administering and running the Section 8 program or if it is all federal government funding. Housing Program Manager Barnes responded that it is totally funded by the federal government. Commissioner Willis stated that he doesn't sense the government will be putting much money into anything. Draft Plymouth Housing and Redevelopment Authority January 26, 2012 Page 8 Commissioner Stein asked if another option would be to shrink our Section 8 program by not allocating as many vouchers and if that would also reduce staff time. Housing Program Manager Barnes replied he didn't know if it would necessarily cut down on the costs. Commissioner Willis stated it would cut down on the revenue. Commissioner Stein asked who sets the number of vouchers we have and asked how many do we have. Housing Program Manager Barnes responded that HUD sets the number of vouchers and we have 225 of our own vouchers. Commissioner Willis asked if that number included port -ins. Housing Program Manager Barnes replied it did not include the total number of port -ins and he would provide the Board with the exact numbers. Housing Program Manager Barnes confirmed for Commissioner Stein that we get administrative fees for the port -ins. Commissioner Stein stated it is important to be able to get in and inspect properties. 4. ADJOURNMENT MOTION by Commissioner Willis, seconded by Commissioner Stein to adjourn the meeting at 7:53 p.m. MOTION approved. P PLYMOUTH TOWNE SQUARE MEMORANDUM To: Jim Barnes From: Lori Jackson, Managing Director, Plymouth Towne Square Date: February 16, 2012 Re: PTS Monthly Report for January 2012 February Newsletter and Calendar attached Occupancy/Marketing oz Resident in apartment 208 gave notice to move February 291h 2012. The apartment is rented with a move -in date of April 1st. Resident in apartment 120 gave notice to move March 20th. The apartment is rented with a move -in date of April 1st. Currently the waiting list is being updated. There are 113 names on the one bedroom wait list and 28 names on the two bedroom wait list. Administrative/Building Operations DorGlass replaced seven windows with broken seals and one cracked window in apartments 219 and 214. $1229.40 Apartments 206,306,202 and 122 had carpet, vinyl or both replaced as the flooring in those apartments was original flooring at eighteen years old. 6664.00 As part of the activity room remodel, the felt on the pool table was replaced and new pool cues purchased. $635.88 15500 37rh Avenue North • Plymouth, MN 55446-3250 Phone: (763) 550-9525 • Fax: (763) 551-4144 0—d by Plymouth Housing and Redevelopinem Audioricy Resident Services The Grace Pancake Breakfast was held January 7th to celebrate the tenth year anniversary. Gene and Mari Jo Grace, Jody Boedigheimer, Julie Heisterkamp, myself and Jim Barnes were the kitchen crew. Gene played the piano for entertainment. The food was great and the residents really had a good time. A PTS dinner was hosted by residents Larry Armstrong and Pat Windsor. They served pork tenderloin, fennel potatoes, cranberry sauce and pistachio pie for dessert. There was a great turn out and the food was delicious. The PTS Breakfast was held the 21St of January. Around fifty residents attended. Resident Ray Milford organizes and cooks all the food. The residents really appreciate having the breakfast. Resident Birthdays were celebrated with cupcakes and mint chip ice cream. The residents had an impromptu sing along. There was a lot of laughter! They are looking forward to another. The residents also held their monthly potluck dinner. It is a really nice get together that the residents very much look forward to. Balance Sheet PLYMOUTH TOWNE SQUARE As Of January 31,2012. ASSETS CURRENT ASSETS M I PETTY CASH M I OPERATING ACCOUNT M I SEC DEPOSIT CASH ACCOUNT INVESTMENTS -WORKING CAPITAL FUND INVESTMENTS - NEW DEBT SERVICE ACCOUNTS RFC -TENANTS INTEREST RECEIVABLE ACCOUNTS REC-OTHER PREPAID PROPERTY INSURANCE PREPAID OTHER TOTAL CURRENT ASSETS FIXED ASSETS LAND SITE IMPROVEMENTS BUILDING BUILDING IMPROVEMENTS FURN, FIXT & EQUIP.GENERAL FURNITURE & FIXTURES - HOUSFKELPING COMPUTERSIOFFICE EQUIPMENT ACCUMULATED DEPRECIATION TOTAL FIXED ASSETS NON-CURRENT ASSETS DEFERRED CNG - ORIG ISS COSTS DEFERRED CH6- BOND ISSUANCE COSTS DEFFERED CHARGES -BOND ISSUANCE COST 2011A TOTAL NON-CURRENT ASSETS TOTAL ASSETS Ending Balance 5DD 76,399 48,560 859,906 3,339,153 5,428 1,725 200 9,499 5,611 459,247 121,313 5,767,619 361,779 250,941 8,696 13,060 2,993,933) 16,128 21,401 37,468 Total 4,346,962 3,926,721 74,997 8,350,701 Balance Sheet As Of January 31,201 2. Ending Balance LIABILITIES CURRENT LIABILITIES ACCOUNTS PAYABLE -TRADE 52,784 ACCRUED PAYROLL 3,324 ACCRUED COMPENSATED BALANCES 906 ACCRUED INTEREST 50,139 ACCRUED REAL ESTATE TAXES 726 ACCRUED OTHER 691 TOTAL CURRENT LIABILITIES LONG-TERM LIABILITIES SECURITY DEPOSITS 47,901 BONDS PAYABLE 3,490,000 BONDS PAYABLE - SERIES 2011A 3,039,509 BOND DISCOUNT 29,024) TOTAL LIABILITIES EQUITY RETAINED EARNINGS RESERVED FOR DEBT 115,170 SERVICE RETAINED EARNINGS 1,569,997 TOTAL EQUITY CURRENT YEAR INCOMEI(LOSS) TOTAL LIABILITIES & EQUITY Total 108,570 6,548, 386 6,656,955 1,685,167 8,578 8,350,701 Profit and Loss Variance i hmugh January 31,201-1 MTD Actual Budget Var. YTD Actual Budget Var. Year Budget INCOME APARTMENT RENTAL REVENUE 54,611 50,656 3,955 54,611 50.655 3,955 607,872 HRA INDIVIDUAL 18,000 18,000 0 18,000 18,000 0 216,000 GARAGERENT 3,015 2,880 135 3,015 2,880 135 34,660 GUEST ROOM REVENUE 50 200 150) 50 206 150) 2,400 LAUNDRY REVENUE 791 760 11 791 790 11 9,360 APPLICATION FEE REVENUE 0 53 53) 0 53 53) 635 TRANSFER FEE REVENUE 0 0 0 0 0 0 500 INVESTMENT INCOME 302 300 2 302 300 2 3,600 MISCELLANEOUS REVENUE 100 130 30) 100 130 30) 1,560 TOTAL INCOME 76,869 72,999 3,870 76,869 72,999 3,870 676,466 EXPENSES ADMINISTRATION MANAGER SALARIESIWAGES 3,662 3,583 79) 3,662 3,583 9) 42,936 PAYROLLTAXES Ti41 643 2 641 643 2 1,116 HEALTH INSURANCE 427 558 131 427 558 131 6.696 WORKERS COMP INSURANCE 153 193 40 153 193 40 2,316 MAINTENANCE SALARIESIWAGES 1,525 1.483 42) 1,525 1,463 421 17,796 MAINTENANCE ASST SALARIESfWAGES 642 780 62) 842 760 62) 9,366 EMPLOYEE COSTS 45 51 6 45 51 6 612 SEMINAR/TRAINING 40 21 19) 40 21 191 252 BANK FEES 0 7 7 0 7 7 84 DUES, 5UBS & MEMBERSHIPS 55 0 55) 55 0 55) 110 LICENSE& PERMITS 0 0 0 0 0 0 894 MILEAGE REIMBURSEMENT 104 50 4541 104 50 541 860 POSTAGEIOVERNIGHT EXPRESS 4 11 7 4 11 7 132 PRINTING 0 12 12 0 12 12 144 MANAGEMENT FEFS 4,400 4,400 0 4,400 4,400 0 52,800 PROFESSIONAL FEES 27 300 274 27 300 274 3,606 TELEPHONE EXPENSE 452 453 1 452 453 1 5,436 EQUIPMENT LEASEIREPAIR 244 155 09) 244 155 69) 1,660 OFFICE SUPPLIES 50 95 45 50 95 45 1,140 MISCELLANEOUS ADMIN EXPENSE 0 10 40 0 10 10 120 TOTAL ADMIN EXPENSES 12,672 12,605 133 12,672 12,805 133 154,664 RESIDENT SERVICES RESIDENT PROGRAM/ACTIVITIES 404 225 179) 404 225 179) 4,075 TOTAL RES SERV EXPENSES 404 215 179) 404 225 1791 4,075 MARKETING ADVERTISING 0 15 15 0 15 15 160 TOTAL MARKETING EXPENSES 0 15 15 0 15 15 160 HOUSEKEEPING CONTRACT LABOR 1,394 1,420 27 1,394 4,420 27 17.040 CLEANING SUPPLIES 01 200 100 91 200 109 2,400 TOTAL HOUSEKEEPING EXPENSES 1,465 1,620 135 1,485 1,620 135 19,440 Profit and Loss Variance PLYMOUTH TOWNE SQUARE Through January 31,2012, MTD Actual Budget Var. YTD Actual Budget Var. Year Budget BUILDING & GROUNDS CABLE TV EXPENSE 50 61 3 58 61 3 732 UTILITIES - ELECTRICITY 2,253 1,100 153) 2,253 2,100 153) 24,000 UTILITIES - GAS 2,685 4,300 1,415 2,865 4,300 1,415 24.525 UTILITIES• WATER/SEWER 635 650 85) 635 550 85) 8,400 WATER SOFTENING SERVICE 397 297 100) 397 297 100) 3,564 DOORS, KEYS & WINDOWS 2,068 420 1,648) 2,068 420 1,648) 5,040 FIRE SYSTEM SERVICE 90 430 340 90 430 340 5,160 LAWN SERVICEILANOSCAPISNOW RMVL 2,179 1,775 404) 2,179 1,775 404) 21,300 PEST CONTROL 0 0 0 0 0 0 660 TRASH REMOVAL 642 720 78 642 720 78 8,640 UNIT TURNOVER REPAIRS 6,664 3,733 2,931) 6,664 3,733 2,931) 44,796 RESERVEIREPLACE CAPITAL EXPENSE 0 0 0 0 0 171,910 ELEVATOR -REPAIRS & MAINTENANCE 479 650 171 479 650 171 7,800 REPAIRS B MAINTENANCE 764 1,575 921 754 1,675 921 28,525 BUILDING & GROUNDS SUPPLIES 916 915 0 915 915 0 10,980 HVAC REPAIRS & MAINTENANCE 491 70U 209 491 700 209 8,400 MISCELLANEOUS B & G EXPENSES 0 15 15 15 15 180 TOTAL BUILDING & GROUNDS 28,618 18,341 2,169) 20,510 18,341 12,169) 375,512 OTHER OPERATING EXPENSES PROPERTY & LIABILITY INSURANCE 2,383 2,367 24 2.363 2,387 24 28.644 PAYMENT IN LIEU OF PROPERTY TAX 2,575 2,500 751 2,575 2,500 1751 30,000 TOTAL OTHER OPERATING EXPENSES 4,938 4,897 51) 4,938 4,887 51) 58,844 TOTAL OPERATING EXPENSES 40,009 37,893 2,116 40,009 37,893 2,1161 612,515 NET OPERATING INCOME I( LOSS) 36,860 35,106 1,754 36,860 75,106 1,754 263,973 DEPREC, INTEREST & OTHER EXPENSE DEPRECIATION EXPENSE 16,450 16,268 192) 16,450 16,258 192) 195,096 AMORTIZATION EXPENSE 465 476 0 465 475 1U 5,700 INTERESTEXPENSE 11,367 11,387 0 11,367 11.567 0 136.404 TOTAL DEPREC, INTEREST & OTHER 28,282 28,100 182) 28,282 28,100 182) 337,200 NET INCOME 1 (LOSS) B,57B 7,906 1,572 8,578 7,006 1,572 77,2271 U) U) 0 a LU rL LL vmry DI u' o a w ry n ' V vl WR m m m r a e m a s a a f- a r 9 N p o 0 0 0 0 o p 4 p p p p p p C p p p 6 6 4 P 4 O P p p o p W O Q N O ' I d O N qoao0op o 0 0 0 0 0 0 0 0 0 0 0 0 0 o a p o p o a p o u N C m N o z N o o g o 0 0 o q o 0 0 0 0 0 0 o a a a.. o p o p a p a o pCr W o v N L L UO GN g o q o q o P p o 0 0 0 0 0 0 0 o c o 0 0 0 0 0 0 o p o 0 0 W 8N O m m a 9 N p p p q p o p 0 0 o P P o o P P P o o P P o 0 0 0 c p o 0 0 W O 9 N 0. 3 Q C p o 0 0 o p o 0 0 0 o P o 0 o P o P o 0 0 o p o p o o p r W oN a ,- m a ati ry O p p o o p p 0 p p p p P p p p P p P 4 4 P p P 0 q 0 o P 0 W O b ry M N o p p o 0 o n p a p a a p p a o g q 4 b q o 0 4 q n p o P p W o w n a m C r W aN 0 0c a g ry a A p a o ca o 0 o u o 0 0 o P P P o 0 0 0 0 0 o a o 0 0 0 0 Ili o d N M 4. p Nv o 0 0 0 0 0 o q o 0 0 o v o 0 0 0 0 0 0 0 0 0 0 0 o p o 0 0 W O a N N a w CN T w ry o ry a a N N v W m o N m •- W b Y k? 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W UL79i W Z Z Naw d w 4 W .c w > 4 q a a R ti w F L7 C y z w O Q a w 5 LU LU0 m 0 a 5 14z w o o , a a r rc z m 2 m iX ur O D Iu w w O O 4 A " 7 a 7 0 4 4 0. 0 a O Zow° J- y z e n m v n m o ego a s nWOn 14w n ry ry n m a T V ry W O D N o d d o d o d d a o a o 0 o p o d o o p o 0 o p p M a m 6 N U9 o o d d o d o 0 o d d o d o d q o o q o q d d d q q 9 NO " d m d Z p ry q U O s g p p q b p o 0 o q o 0 0 o q o o d d O o d g q q a O W qN d m V ry C111 N a r o d o 0 0 0 o d d o o d o o q o o q p q o n ca p q m ry a a C r w o o N O g q o d o 0 0 o d o 0 o d d q o o p p P d o d q q r CL i C r W O a N n a d m 4 C 7 ry W N Q r o d o d p g o q a a a a a a d a a p d p q n a p Z ryC W bN m d o d d d a d d o 0 o v o a p p a p p p n a n o GNa na ryC W b p d o d o d o 0 o d o 0 o p p o o p p p n o d p a N N M L A N CW O A N O N g q 4 d d d d d d d O a O d q a p p q p O O d p 4 d O U" L N m m q n o m m F W n p a I^ d C 1 n rnI n N ry n e n n omi n yr N WLLJ 2 Z Il) In I j F4- } a4 h a O G N 0 W Z W N oN 0 v7 y W W Z Z. 2 w U' W J K 1.- U N Z d Z O W a Z i IFll W W w 4 tq Q lL q F a K 2 0 W W r W Lu F W O. U Z N y 17 W R' I1 ' O y N FW"' y U W y U O 4 d g 0 4 °0 I"%' LL Rw. W UL79i W Z Z Naw d w 4 W .c w > 4 q a a R ti w F L7 C y z w O Q a w 5 LU LU0 m 0 a 5 14z w o o , a a r rc z m 2 m iX ur O D Iu w w O O 4 A " 7 a 7 0 4 4 0. 0 a O Zow° J- y z 11 1 ONIM 0,46vm :11 inkA I: I I h T.ALyL oR-VARIE'S Will be here Friday, February 3rd from 10 —12 noon with a seasonal sale. Up to 50% off merchandise. POTLUCX SUPPER GAME NIGHT Friday, February 10th. Appetizers at 5:45 followed by supper at bpm. PrS Breakfast Will be held Saturday, February 18th at 8:30am. Volunteers needed. Sign-up sheet will be on the bulletin board. T_ ALEW'rl-Vf'S DAY PARTY Tuesday, February 14th at 1:00pm. Entertainer Jim Berner will present Music Memories" from the 1940's 50's, 60's and 70's. Strawberry cheesecake and coffee will be served. For drivers parking in the garage, please do not park for longer than ten minutes in the loading/ unloading area. Please remember the security of the building is in everyone's hands. Please do not let strangers in the front door. Visitors must call to be let in by a resident or the office. E 0 7 C m CD CL Cl) D% w CO CO e w o=& w=« w o o« 6&& 4 6&& CD a Q G® 6 Q Q o p o 0 7 0 0\ o o g o 2 3/$ f\§ f 2 co g a @/ a @ o w 30, 0N. o o ? om= e m= D m m o u g<0 po a 9 9 m e m u- c= e e o o w k\ k k k k in k% k k k\ q 2 2 O CD S 2 > O 0 f E D m t o§±§ E m m E C)\W\ q c/%2 o 0/\$ E/kk mG° w C 7 C CK 7/ CO e Co e CO @_ 7 k k k k/ q b~ C e m e m n m e m o m W 4 C 9® 9 g 9(D 9® k o k q b R/ E 7/\ Rc 7 G 7ƒ 2ƒ c E o k c E R E 3 3 \ 3 \ Ce o= 9 p o 2 o g o g 1), k I k 0 o Q o o 2 o 2 en m 17 W 2 @ k 0 0 a 0 o D e a a co c g a) 0 p..mi A r E 0 7 C m CD CL Cl) A_ T V VicIzs%urg Crossing MEMORANDUM To: Jim Barnes From: Sara Paquette Date: February 10, 2012 RE: Vicksburg Crossing Monthly Report for January 2012 February Newsletter and February Calendar attached Rentals As of January 31 st, we have 89 occupied apartments with 5 vacant, and we have 2 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 9) Square Feet Bedrooms Occupied Vacant Deposits Est'd Move in Style A (23) 850 Sq Ft 1 Bedroom 20 3 1 Februarylst Style C (8) 884 Sq Ft 1 + Den 8 0 0 Style C2 (8) 950 Sq Ft 1 + Den 7 1 0 Style D (8) 1187 Sq Ft 2 Bedroom 7 1 11 March 1st Style D2 (4) 1281 Sq Ft 2 Bedroom 4 0 0 Style E (7) 1055 Sq Ft 2 Bedroom 7 0 0 Style E2 (3) 1055 Sq Ft 2 Bedroom 3 0 0 Affordable 725 Sq Ft I Bedroom 33 0 0 TOTALS 89 5 2 3155 lTze)Zshrug Line \7 • Plynouth, JMN 55447 • Plione (763)559-1877 • Fax (763)559-0144 •1NrnRv.ci.Pjymouth. 1tui.us owued by Plymouth T lousing and Redevelopment Authority 1121 EQUAL HOUSING OPPORTUNITY Move-Ins/Move-Outs: We had no move outs or move ins during the month of January. Marketing We are beginning to plan our spring open house, which in the past has been well attended. We will be having it on Tuesday, March 27th from 4 — 7 p.m. We will advertise in our local papers and also send postcards out to people on our prospect list. We are planning to have a Dixieland Jazz Band perform, serve a variety of appetizers and have a drawing for dinner and movie baskets. Resident Services This month we had our Hearts & Memorial luncheon. It is a time for current residents to share pictures or stories of the many residents who either moved on from Vicksburg Crossing or passed away in 2011. One of our residents has been very good about taking photos at all the events we have so we had enough photos to make a very nice photo board. We served Potbelly sandwiches. On Wednesday, January 1.Ith Carol Raush from Plymouth Creek Center joined the residents during coffee hour to talk about upcoming senior events at the community center. We had our monthly birthday party on Thursday, January 19th we had cake, ice cream, and coffee. We decorated with balloons, festive napkins and plates. We listed the birthday people on a balloon poster and sang Happy Birthday_ We also give each resident a card on their birthday. Building Issues No building issues this month. Balance Sheet VICKSBURG GROSSING As Of January 31,2012. NON-CURRENT ASSETS BOND ISSUANCE COST TOTAL NON-CURRENT ASSETS 54,517 54,517 TOTAL ASSETS 9,814,944 Ending Balance Total ASSETS CURRENT ASSETS M I PETTY CASH 625 M I OPERATING ACCOUNT 400,698 M I SECURITY CASH ACCOUNT 53,281 INVESTMENTS- WORKING CAPITAL FUND 249,053 INVESTMENTS - DEBT SERVICE 459,522 ACCOUNTS REC-TENANTS 5,592) INTEREST RECEIVABLE 610 ACCOUNTS REC-OTHER 65 PREPAID PROPERTY INSURANCE 9,975 PREPAID OTHER 3,019 TOTAL CURRENT ASSETS 1,171,257 FIXED ASSETS LAND 874,593 SITE IMPROVEMENTS 238,793 BUILDING 9,025,428 FURNITURE, FIXTURES & EQUIP -GENERAL 348,957 COMPUTERSIOFFICE EQUIPMENT 4,711 ACCUMULATED DEPRECIATION 903,312) TOTAL FIXED ASSETS 8,589,170 NON-CURRENT ASSETS BOND ISSUANCE COST TOTAL NON-CURRENT ASSETS 54,517 54,517 TOTAL ASSETS 9,814,944 Balance Sheet VICKSBURG CROSSING As Of January 31,2012. Ending Balance LIABILITIES Total CURRENT LIABILITIES ACCOUNTS PAYABLE -TRADE 68,175 HEARTS & MEMORIALS FUND DONATIONS 125 ACCRUED PAYROLL 3,566 ACCRUED COMPENSATED BALANCES 9D6 ACCRUED INTEREST 2,38,314 ACCRUED REAL ESTATE TAXES 2,011 ACCRUED OTHER 1,373 TOTAL CURRENT LIABILITIES 394,470 LONG-TERM LIABILITIES SECURITY DEPOSITS 50,550 BONDS PAYABLE 10,235,00D BOND DISCOUNT 26,803) 10,256,747 TOTAL LIABILITIES 10,571,217 EQUITY RETAINED EARNINGS -RESERVED FOR DEB," 487,762 SERVICE RETAINED EARNINGS (1,230,183) TOTAL EQUITY (742,421) CURRENT YEAR INCOME!(LOSS) (13,852) TOTAL LIABILITIES & EQUITY 9,814,944 Profit and Loss Variance VICKSBURG CROSSING Through January 31,2012. MTD Actual Budget Var. YTD Actual Budget Var. Year Budget INCOME APARTMENT RENTAL REVENUE 85,113 86,933 1,820) 85,113 86,033 1.820) 1,045,696 APARTMENT RENTAL REVFNUF-COUNTY 3,044 2,679 365 3,044 2,679 365 32,148 HRA SUBSIDY- TAX LEVY 2.000 2,000 0 2,690 2,000 0 24,000 GARAGE RENT 2.970 2,925 45 2,870 2,925 45 35,100 GUEST ROOM REVENUE 70 98 28) 70 BB 28) 1,176 LATE FEE REVENUE 40 0 40 40 0 40 0 APPLICATION FEE REVENUE 70 35 35 70 35 35 420 TRANSFER FEE REVENUE 0 0 0 D 0 0 600 INVESTMENT INCOME 104 100 4 104 100 4 200 MISCELLANEOUS REVENUE 2,859 600 2,289 2,889 600 2,269 7,260 TOTAL INCOME 96,301 95,370 931 96,301 95,370 931 1,147,440 EXPENSES ADMINISTRATION MANAGER SALARIES 4,105 4,017 88) 4,105 4.017 88) 48,204 PAYROLLTAXES 657 691 34 857 691 34 6,292 HEALTH INSURANCE 1,173 1,326 153 1,173 1,326 153 15,912 WORKERS COMP INSURANCE 133 205 72 133 205 72 2.450 MAINTENANCE SALARIESAVAGES 1,525 1,493 42) 1,525 1.483 42) 17,706 MAINTENANCE ASST SALARIES 842 780 fit) 842 780 fit) 9,360 EMPLOYEE COSTS 45 51 6 45 5i 6 612 SEMINARITRAINING 0 21 21 0 21 21 252 BANK FEES 8 5 3) 8 5 3) 50 DUES, SUBS 6 MEMBERSHIPS 0 10 10 0 i0 10 120 LICENSE 5 PERMITS 676 676 0 676 576 0 576 MILEAGE REIMBURSEMENT 54 50 4) 54 50 4) 600 POSTAGFIOVERNIGHT EXPRESS 20 16 4) 20 16 4) 1D2 PRINTING 0 5 5 0 5 5 60 MANAGEMENTFEES 4,000 4,000 0 4,000 4,000 0 48,000 PROFESSIONAL FEES 80 300 221 80 300 221 3.600 TELEPHONE EXPENSE 486 490 4 486 490 4 5,800 EQUIPMENT LEASOREPAIR 69 125 56 69 125 56 1,500 OFFICE SUPPLIES 0 95 05 9 95 96 1,152 TOTAL ADMIN EXPENSES 13,871 14,347 476 13,871 14,347 476 154,928 RESIDENT 5I=RV10E5 RESIDENT PROGRAMIAGTIVITIES 270 265 5) 270 265 5) 4.515 TOTAL RES SERV EXPENSES 27D 265 5) 270 265 5) 4,515 MARXETING ADVERTISING 299 400 101 289 400 101 4,aoo PROMOTIONALIPARTIES 0 0 0 0 0 0 1,100 TOTAL MARKETING EXPENSES 299 400 101 299 40D 101 5,900 HOUSEKEEPING CONTRACT LABOR 926 965 39 926 965 39 11.550 CLEANING SUPPLIES 257 100 157) 257 100 157) 1,20D TOTAL HOUSEKEEPING EXPENSES 1,183 1,066 118) 1,183 1,065 118) 12,786 Profit and Loss Variance Thrpllac;Fl,iamiary 31,M12, BUILDING & GROUNDS CABLE TV EXPENSE UTILITIES • ELECTRICITY UTILITIES • GAS UTILITIES • WATERISEWER WATER SOFTENING SERVICE DOORS, KEYS & WINDOWS FIRE SYSTEM SERVICE LAWN SERVICEILANU8CAP1SNOW RMVL PESTCONTROL TRASH REMOVAL UNITTURNOVER REPAIRS RESERVEIREPLACE CAPITAL EXPENSE ELEVATOR -REPAIRS A MAINTENANCE REPAIRS 8 MAINTENANCE BUILDING & GROUNDS SUPPLIES HVAC - REPAIRS & MAINTENANCE MISCELLANEOUS B & C EXPENSES TOTAL BUILDING & GROUNDS OTHER OPERATING EXPENSES PROPERTY & LIABILITY INSURANCE PAYMENT IN LIEU OF PROPERTY TAX TOTAL OTHER OPERATING EXPENSES TOTAL OPERATING EXPENSES NET OPERATING INCOME I ( LOSS) DEPREC, INTEREST& OTHER EXPENSE DEPRECIATION EXPENSE AMORTIZATION EXPENSE INTEREST EXPENSE TOTAL DEPREC, INTEREST & OTHER NET INCOME I (LOSS) MTD Actual Budget Var. YTD Actual Budget Var. Year Budget 116 115 1) 116 156 1) 1,360 2,668 2,375 213) 2,588 2,375 253) 27,025 4,038 4,590 464 4,036 4,500 464 23,350 926 925 0 925 925 0 11,900 126 128 2 126 120 2 1,536 0 72 72 0 72 72 854 63 305 252 53 305 252 3,660 1,338 1,400 62 1,338 1,400 62 16,800 0 0 0 0 0 0 660 020 736 93) 628 135 93) 8,620 5,697 2,333 3,354) 5,697 2,333 3,354) 27,996 0 0 0 0 0 0 2,500 3134 415 31 384 415 31 4,980 1,198 750 448) 1,19B 750 448) 15.800 117 1.000 863 117 1,0119 803 12,000 225 550 325 225 550 325 6.600 0 15 15 0 15 15 180 17,631 15,618 2,013) 17,631 15,618 2,0131 166,061 2,492 2,492 0 2,492 2,492 0 29,904 4,394 4,331 63) 4,394 4,331 63) 51,972 6,687 6,823 64) 6,667 6,623 64) 61,876 40,141 38,518 1,623) 40,141 38,518 11,623) 436,050 56,160 56,852 692) 56,160 66,852 692) 711,390 30.723 30.646 77) 30,723 36,646 77) 367.752 325 303 22) 325 303 22) 3.636 36,954 38,964 0 38,564 38,964 0 467,568 70,012 69,913 99) 70,012 69,913 99) 839,956 13,862) 13,061) 791) 13,652) 13,061) 791) 1127,566) roG O r r v Y a v r g P P P P o 0 o a o p o 0 o n o n o 0 0 0 0 o p o q o p a o o n o lu aroN a w 0 w o ro N o OM a $ z iy P P P o o n a n n o 0 0 0 0 o n a a n o p a o a a p o 0 4 O q o 0 W O b N a TiO o ry g q q P P P o P p o 0 0 o n o a n n o a o o n o 0 o a o n o a a o cw a ma m N V N o 0 o n a a A p o 0 d g P P P q o 0 0 0 0 o q o q d o p o d o o d W O n N m a p P o P P p g p p q P 0 0 0 0 o n a o c r W + v A - a — O P p P O P P P O p p v O o O o 0 0 C r w N O p W a Q N P g p p o 0 0 0 o p o 0 0 0 0 0 0 0 0 0 o g o 0 o p o p o 0 0 0 0 CW O ro N O '- Wd d o 0 0 o p o o g o p p p. p p o O p O p P p Wro N v m 0. ua G r W O a V N o 0 0 0 0 0 o p o q G O p p 0 0 0 0 0 o n o O O P p O O n 0 n o 0 C r W O n N O Ip a N a LN e q v v m N N N N m N LLP N N n N N Y .- .- •i r s or m m a z w Q w Z y n w w m N W W zW W Xw w4 w_ w y t NW W W w w j zz a rc N F K (7 y)y w ? Z w W W a Z U X W z OC W Z W w w y W y ¢ H= y y Xa w 2 N {1W Z i( 2 J tu4ri11 U W W R K K W YFKwVz xwx a 4 m n Z W LL a [+q; z U W W O W z Y Z F w L t 4 U U U UU a } z Z ` K K yyy z w 2 7 F r W O OC U Z Z Q N tll U Z Z W y W U W p z 0 W a W Z 4 y Q W W m W F w S U 'n W OC Z 2 w w ( a W9 W y O W a F w¢ w J 2 n y~ Z w -U' Z y 111 Q w u 4 W 4 W W¢ W, J Yq aa J / z q Q aqq F Q W F 6 4 W 4 4 4 U O Q K W a V W W O R' p 0 1 p 0 Q¢ 2 l9 l7 4 z Q IL n 11. x W w 7 6 fL F W f W F Q f Y U U Z r IY W H o a n l o w o r a ry g q v q q o v v o q q o o O O o 0 o O O o 0 o p q W0 a N M n 0 E tda N P g q q q q q q o q q q q o ON M 0 o q q p o 0 o p O W O z Zy g q o 0 0 0 0 o v o 0 o v o N v o 0 0 0 0 0 0 0 p a E W N uO N v 6 b b P b p P P 4 0 o g p q g q tl tl O o P P 0 O ao a y pM m N E o N a o 0 0 0 0 0 0 0 0 0 0 o O O n r 0 0 0 O O 0 0 0 6 6 m a W E a C W Q ry o 0 o a a 4 a o a a o a a o oN M ry v v g o P q q o P o 0 o q o a a q 0 0 0 o 0 p o g P a o g o 0 0 oo a G W a a E W N 0 0 0 0 0 0 0 0 0 v n o o p N M N v v a 4 P b b g b b b b b p A 0 0 0 b o o o O p O o 0 o p b 4 b 0 a y 4 G WE N 0 0 0 0 0 0 0 0 0 0 0 0 0 0 o 0 0 0 0 0 0 0 0 0 a N N w` Eo a N o g p q p a o q o o p q p o oN N o p o 0 o g o 0 0 0 LL J W Q N N N N w d m r r It ItN N o N m Q h N M a @ a Nz N W F w W z¢ ~ W LJ r z u z Y q W ¢ z K w LO N o J ul as Nwc z 4 z p Z a N a F z z W aa wz U w V y z W z w a Q N N 5O w w a , ¢ o a oauaoz 7 a s Oo d Z1zC72tiKzWaw z U O 7 N iV F yrcawaawfVO> w 4 fw7 w K 2 Z W 6 O w K J o F z onmwQoWv - t- a S r f 3 a S tipiFW 4F4D u f W w m S F O a a f 4f F ccauj O a p 4 Z f f i m z a z V'1 -66--g Crossing To: Plymouth Housing and Redevelopment Authority From: Sara Paquette Managing Director Date: February 13, 2012 Subject: Vicksburg Crossing Market Report January Inquiry/marketing activity recap is as follows Phone/Internet Inquiries 12 phone calls from different people inquiring about apartments for themselves or family members. 0 2 people made appointments to come in and see apartments. 0 10 people did not make appointments to see the apartments. The rates were too high, they were looking for assisted living or they were just interested in having information sent. We will follow up with some of these people. o We received 5 emaiIs from people who found us on our web site. Two people made appointments to come in and see apartments. TF-Ilz ismfiff; 3 people came in as walk-in traffic in January. Interest Timeline for Move In Of the 7 people that came into the office (either set up appointments or came in as walk-in traffic) - 0 0 selected an apartment and put down a $500 deposit. 0 1 person was looking for a new home within the next 6 months. 0 4 were looking for a new home within 6 -12 months. 0 2 were looking for a new home beyond 12 months from now. 3155 vicksburg Lane N • Plc nouth, NIN 55447 • Phone (763)559-1877 • Fax (763)559-01.44 • nRvw.ci.p)ymoutb.nm.us Owner] by Plymouth Housing an[ PedevelopmenlAuthmity 112t EQUAL HOUSING OPPORTUNITY Interest Level by Apartment Style Of the total of 20 contacts (the sum of phone calls, emails and walk in traffic). 0 12 people were interested in information on low income I were under the impression we had subsidized housing o 4 people were most interested in moderately priced 1 bedrooms 0 0 was most interested in a 1 bedroom with den 0 4 people were most interested in 2 bedrooms o The remaining wanted pricing on several sizes. They were more interested in price. Ongoing Marketing Strategies — Update December Marketing Medium Frequency Cost Results Recommendation Sun Newspaper Typically 1 x 475 Good Continue, alternate mo. wl Lakeshore J4 page Weekly Advertise upcoming Open House Lakeshore Weekly Typically 1 x 450 Good Continue, alternate News mo.; w/ Sun Sailor — page Advertise upcoming Open House 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. Have been Our next open Try to coincide 350 very house will be held with a resident successful. in March of 2012. party. 2 February 2012 We had many pictures to put on our Hearts & Memorial board this year. would like to thank Pat Forcier for her photography skills that she puts to VI.01"sbU rgC1769sing good use at our parties. It is wonderful to look back at pictures of all our friends that left Vicksburg Crossing in 2011. If you have not had an op- portunity to view the photos they are in an album on the lobby table. It was great that we had so many residents who were able to attend the celebration of Grace Management's 5th year with Vicksburg Crossing. We had a delicious pancake breakfast, which also included cinnamon rolls, bacon, sausage and juice. I would like to thank all of you for your kind words regarding the party and Grace Management. i,,e J., - -%1" N.fi i Z i}.i} i 70, & i Q %fi i4 f fi aV_ oli Rent due on or before Sunday, February 5th fi f ,}i Y-- 70-- i} i} i} i} i14 71'Z --'I\dip, dip- 'ifIZ i} iI cif, i}4 i}IZ I01ld11U8UdM@101008UCe9P dB e Recently the fire alarm went off due to smoke from cooking in the community room. Some residents questioned what our procedure is when the alarm goes off and maybe some of the new residents do not know the procedure, so I am providing this review. You can also find this information on pages 10 & 11 in your Resident Handbook. If a fire occurs in your apartment: Leave your apartment immediately closing the door behind you. Do not lock our door. Pull the handle on the nearest fire alarm box found by any exit or stairwell. Proceed to the safest apartment away from the fire and call 911 Do not return to your apartment until instructed. If a fire occurs somewhere else in the building: If you are in your apartment, remain there with the door closed but unlocked. Seal off door cracks with a wet towel or rug. Open a window. If you are in a common area, leave the building immediately by using the pri- mary or secondary exits. If you need to go through a door, feel the door to make sure it is not hot. Do not open the door if it is hot and be prepared to shut it quickly if the hall is full of smoke. Do not use the elevators during a fire incident. youIf are caught in smoke keepYglow where the air is cleanest. Income Tax Service for Seniors Plymouth Creek Center offers income tax help for seniors every Wednesday February 8th through Aril 11 th. Aygp volunteer fiom AARP helps seniors pre - 046 are their taxes for no charge. You must brie all our documents with youpggY and you must schedule an appointment. Call 763-509-5280 to make an ap- pointment. Time is too slow for those who wait, too swift for those who fear, too long for those who grieve, too short for those who rejoice, but for those who love, time is eternity. Henry Van Dyke Taylor Marie's Taylor Marie's will be here on Thursday, February 9th with plenty of sale 1 items and some new warm weather fashions. They will be set up in the community room from 1:30-4:00. Why go out in the cold and snow when you can shop right in our own community room? Nail Clinic We have a nail clinic scheduled for Thursday, February 2nd in the Community Room begin- ning at 1:30. They will soak your feet, trim your nails and provide a hand massage. If you are interested there is a sign up sheet outside my office. Diabetic Shoe Information Ron, with Geritom Medical, Inc. will be here Wednesday, February 8th at 10:00 a.m. to pro- vide information and fitting for diabetic shoes. Qualified people can receive benefits through Medicare for specially designed shoes and inserts. Please sign up outside my office if you are interested Writing Group The writing group took a break over the holidays but they are meeting again on Wednesdays at 1:30 in the community room, They have a lot of fun teIIing stories and recording memories. I also welcome residents to submit their writing to be included in the newsletter. No matter what your writing ability, everyone is welcome so check it out! ! V Hearts & Memorial If you would like to donate to the Hearts and Memorial fund, please include $1 cash with your rent check. You may donate 1 time, each month, every other month or not at all, it is I completely voluntary. We use the funds to buy flowers for residents who have been hos- pitalized, lost a loved one or contribute to memorials for residents who have passed away. Thanks to Nedra who has volunteered to help with the purchase of Hearts & Memorial. ff Thank You!!! a ri?rv1R 1i1?1i1 1D!? Welcome We have one new resident, Del Priebe, moving into apartment 116 this month. Welcome to Vicksburg Crossing!! Happy Birthday• i) f residents February Birthdays will be celebrated on Thursday, February .16th 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) Our birthday party is always on the 3rd Thursday of the month. Nancy Lindgren February 1 Oth Pauline Abel February 13th Audrey Mj os February 14th Curtis Sonnenfeld February 15th Mary Driscoll February 16th Dorothy Leuer February 18th Marie Ybarra February 23rd call. W z 63 0 O o fb oZ cam o o' ,. C- o a a ro Cb CDCD p Q O Q o 6 C 0 00 x OCDC 02 CC)Q fD nCDCDCD CD n 1 n ao n oo ns oo p $ `O s o 7a c, R n a m ro ns b q . R Zcta o aq °o H s o s o o 0 0 0oqoO o00 o o) aa C t m 0 Cr `" ro o a Q m o a cn a w l cn Z a tr a:. Q tr SLIUrtr CL 1 O O O ' C • d L O p v p 0 p w n o 4 c tD c Agenda Number 01 ` f)' PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY STAFF REPORT TO: Plymouth Housing and Redevelopment Authority FROM: Jim Barnes, Housing Programs Manager through Steve Juetten, Executive Director MEETING DATE: February 23, 2012 SUBJECT: Tax Increment Financing District 1-2 - Administrative Modification to District Parcels BACKGROUND: In May of 2006, the Plymouth Housing Redevelopment Authority and the City of Plymouth approved the creation of Tax Increment Financing (TIF) District 1-2 to facilitate the development of 50 affordable rental townhome units by Common Bond Communities. At the time of the adoption of the TIF 1-2 Plan, the final plat had not been recorded and the legal description in the plan did not contain a true legal description. Because of the lack of a legal description in the Plan, the County included a number of parcels that were not intended to be in the boundaries of TIF district 1-2. Staff has worked with the County to correct this issue. At this point the HRA needs to adopt the attached resolution removing the five parcels identified in the resolution. When this is complete the District will only include the parcel owned by Common Bond for their housing project. RECOMMENDATION: Staff recommends that the Housing and Redevelopment Authority Board of Commissioners approve the attached resolution modifying the parcels in Tax Increment Financing District 1-2. ATTACHMENTS: 1. Map of District Parcels 2. Resolution urnin^* Aliir"P%e Plvmniith TIF HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF PLYMOUTH RESOLUTION NO. 2012 - RESOLUTION AMENDING THE TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING QUALIFIED HOUSING) DISTRICT NO. 1-2 WHEREAS, the Authority has previously formed Redevelopment Project Area No. I the "Project Area") and adopted a project plan therefor (the "Project Plan"), and the Authority has prepared and adopted, and the City of Plymouth (the "City") has approved, the Tax Increment Financing Plan (the "TIF Plan") for Tax Increment Financing (Qualified Housing) District No. 1-2 (the "TIF District"); WHEREAS, the TIF District has been re -platted by Hennepin County and redeveloped, so that the TIF District now contains additional development not anticipated by the Authority at the time of the adoption of the TIF Plan and generates significant excess increment; and WHEREAS, in order to reduce the amount of excess increment generated by the TIF District, the Authority desires to amend the TIF PIan to remove such redeveloped parcels and return the market value of the TIF District to the level expected by the Authority. BE IT RESOLVED by the IIousing and Redevelopment Authority in and for the City of Plymouth, Minnesota (the "Authority"), as follows: 1. The proposed amendment to the TIF Plan does not increase the amount of bonded indebtedness to be incurred, capitalize interest on the debt if that determination was not a part of the original TIF Plan, increase the portion of the captured net tax capacity of the TIF District to be retained by the Authority, increase the estimate of the cost of the project that will be paid or financed with tax increment from the TIF District, or designate additional property to be acquired by the Authority pursuant to the TIF Plan, The proposed amendment does reduce the size of the TIF District, but the only change to the TIF Plan is the removal of the parcels and the current net tax capacity of the parcels eliminated from the district equals or exceeds the net tax capacity of those parcels in the district's original net tax capacity. Therefore, the notice, discussion, public hearing, and findings by the City required for approval of the original TIF Plan are not required. 2. The TIF Plan is hereby amended by removing the parcels listed on Exhibit A from the TIF District. The Secretary of the Authority is hereby authorized and directed to file the Amended TIF Plan with the Commissioner of Revenue and the State Auditor as required by Minnesota Statutes, Section 469.175, subdivision 4a. Adopted by the Housing and Redevelopment Authority in and for the City of Plymouth, this _ day of 7 2012. EXHIBIT A The following parcels shall be removed from the TIF District: 04-118-22-22-0007 04-118-22-22-0132 04-118-22-22-0164 04-118-22-22-0165 04-118-22-22-0166 Agenda Number 3.4. PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY STAFF REPORT TO: Plymouth Housing and Redevelopment Authority FROM: Kip Berglund, HRA Specialist through Jim Barnes, Housing Programs Manager and Steve Juetten, Executive Director MEETING DATE: February 23, 2012 SUBJECT: Community Development Block Grant (CDBG) - Public hearing on 2012 CDBG program year allocation with recommendation to the City Council BACKGROUND: The 2012 Community Development BIock Grant (CDBG) program year funding allocation has been released by the Department of Housing and Urban Development (I -IUD). HUD will allocate 230,998 in CDBG funds to the City of Plymouth for the 2012 program year. Included in this packet is a historic review that summarizes CDBG activity over the past ten years. It shows the activity in the first time homebuyer loan program, rehabilitation loan program, rental housing assistance and number and type of categories served by the social services funding. This program year allocation is slightly lower than recent years due to the current legislation to further reduce the overall CDBG allocation. The 2012 program year begins July 1, 2012 and runs through June 30, 2013. In order to determine the funding needs for the 2012 program, staff evaluated the mid -year progress of the 2011 CDBG funded activities. The following chart shows the 2011 program year goals, as submitted to HUD, along with our present progress: 2011 CDBG ACTION PLAN GOALS AND PROGRESS: Goals Progress made through 2011 Budget Expended as Balanee as of 12/31111 of 12/31/11 12/31/11 Provide 6 housing 7 rehab projects 3 195,677.51 117,177.80 78,499.71* rehabilitation deferred completed, and 4 loans or small repair grants housing rehab deferred HRA) loans/grants in progress Provide 5 first time 3 first time homebuyer 139,628,78* 39,835.46 99,793.32* homebuyer deferred loans HRA deferred loans issued Assist with the rehab of 2 units completed 40,000.00 0.00 40,000.00 two affordable rental / owner -occupied units HAMMER) Provide 86 households 29 households served 12,880.00 0.00 12,8800.00 homeownership and foreclosure educational through CAPSH Provide services to 215 84 households served 5,520.00 0.00 5,520.00 renter households through HOME Line Provide 800 rides to 45 257 rides 2,300.00 0.00 2,300.00 Plymouth residents through 34 people served PRISM Express Assist 90 homeless and 27 youth served 5,060.00 0.00 5,060.00 near -homeless youth through YMCA Provide services to 320 at- 189 youth served 6,440.00 0.00 6,440.00 risk youth through Family Hope Provide services to 30 19 individuals served 2,760.00 0.00 2,760.00 seniors with the H.O.M.E Household and Outside Maintenance for Elderly) program through S.C.S. Provide service to one No qualifying families 1,200.00 0.00 1,200.00 family with critical ill child served through Spare Key Fair Housing Activities Outreach, education and 3,000.00 0.00 3,000.00 enforcement activities in the COnsol'tiUrn Administration of CDBG Administration 29,596.00 11,863.95 17,732.05 Activities TOTALS: 1 1 444,062.29x 1 168,877.21 1 275,185.08* These figures include unexpended finds from previous program years and/or program income received to date. FUNDING RECOMMENDATIONS FOR HRA ADMINISTERED PROGRAMS: Throughout 2011, staff did considerable marketing of the First Time Homebuyer Program, Housing Rehabilitation Program and Foreclosure Prevention. We continue to market the programs and anticipate that we will be close to meeting our goals for 2011. We do anticipate carry-over funds for both the First Time Homebuyer and Rehabilitation programs although in smaller amounts than in recent years. This is due to both receiving a smaller allocation in 2011 and the increased rehabilitation loan activity and steady first time homebuyer loan activity. The HRA administers three programs internally with CDBG fiends; including the First Time Homebuyer, Housing Rehabilitation, and Affordable Housing Development account. The First Time Homebuyer program has assisted an average of seven households per year over the past five years. There are two types of housing rehabilitation assistance programs available to eligible homeowners, deferred loans and small repair grants. The Deferred Loan program is available to low and moderate -income households to maintain, repair, and improve their homes. The Small Repair Grant program is used for small and emergency repairs for qualifying seniors age 55 or older. The Housing Rehabilitation program assisted an average of eight households per year over the past five years. Both the First Time Homebuyer and Home Rehabilitation programs generate income from the repayment of loans. We have experienced a steady amount of repayments over the past couple of years. Due to the status of the housing market it is difficult to predict the amount of program income we will receive for the 2012 program year and therefore staff is conservatively budgeting 20,000 of program income for each program. In the 2012 program year budget, because of the anticipated further reduction in the CDBG allocation, staff recommends providing $150,498.00 to the Housing Rehabilitation (Rehab) program and none to the First Time Homebuyer (FTHB) program. FTHB loans would be available through utilizing any program carry-over from 2011 and through any program income that is received throughout the year. The rehab program is being recommended for funding because staff feels that the rehab program has more of a direct benefit on the City of Plymouth housing stock. The rehab program helps to preserve neighborhoods by the rehabilitation of individual households in need of repair. The rehab program guidelines have recently been modified to allow for a larger maximum loan amount ($30,000.00 rather than $20,000) and allow for a larger overall loan -to -value maxim -am (110% rather than 100%). Staff believes the allocations listed above along with the carry-over of 2011 funds will sufficiently meet the needs of the rehab program while allowing the FTI -IB program to continue to function using any remaining program carry-over funds and as fielding becomes available through program income. The third program that CDBG administers is the Affordable Housing Development account which assists with the rehabilitation of affordable rental / owner -occupied units. In previous years these funds have assisted primarily rental projects such as the one proposed by IIammer Residences. Hammer has a long history of working with the City and the HRA to provide housing assistance to their clientele. Staff is recommending the reduced funding of $15,000.00 3 be allocated to Hammer Residences because of the continued reduction in overall CDBG allocation. Hammer Residences will use the funds to remodel one home. Improvements include either replacing windows at one home or siding at another. These improvements will make the homes more energy efficient, extend the life of the homes and make the homes more aesthetically pleasing to the surrounding neighborhood. CDBG regulations limit the amount of funds that can be spent on administration to no more than 20 percent of the total allocation, (approximately $46,000) for the 2012 program year. There are no unexpended funds anticipated to be carried over from the 2011 program year and therefore staff is requesting $29,000.00 be budgeted for administration in 2012, Housing Proposed Activity Estimated 2012 2012 Funding Total Amount Program 2011 Funds Estimated Recommendations Available Carried Over Program to 2012 Income Housing Provide 4 housing 10,000.00 20,000.00 150,498.00 180,498.00; Rehabilitation rehabilitation loans to Deferred Loan income -eligible Program households. Provide 2 small repair grants. First Time Provide 2 loans to assist 15,000.00 20,000.00 0.00 35,000.00 Homebuyer with down payment and Deferred Loan closing costs. Program Affordable Assist with development 0.00 NA 15,000.00 15,000.00 Housing of one affordable rental — Development unit Fair Housing Outreach, education and 0.00 NA 1,500.00 1,500.00 Activities enforcement activities in the Consortium CDBG Administration 0.00 NA 29,000.00 30,392.00 Administration Total: 25,000,40 40,000.00 1957998.00 2621390.00 FUNDING RECOMMENDATIONS FOR PUBLIC SERVICES: CDBG regulations limit the amount of funds that can be spent on "public service" activities. Public service activities are those activities "which are directed toward improving the community's public services and facilities" to serve low- and moderate -income clientele. The regulations stipulate that public service funding may not exceed 15% of the City's total allocation ($230,998.00), plus 15% of the previous year's program income ($25,000.00), For the 2012 program year, Plymouth cannot fund public service activities in excess of $38,399.70. Staff recommends allocating $35,000.00 among the six public service applicants. Staff mailed out nine CDBG applications and seven applications were returned. Six of the organizations are current CDBG sub -recipients and one is a new sub -recipient applicant, Thy Word is requesting funds for the first time through the Plymouth CDBG program. A detail of their request is listed below. Staff evaluated and ranked the individual proposals based on the following criteria: Program/Project Feasibility: "Project Overall Feasibility" refers to the likelihood that the proposed project may be completed within the timeline proposed and within reasonable parameters of risk. OrganizationaI Capacity: "Organizational Capacity" refers to the likelihood of the organization being able to complete the proposed project, Leverage of Other Funds: "Leverage of Other Funds" refers to the extent to which the proposal demonstrates the involvement of local partnerships and the extent to which other funds are leveraged; including contributions from philanthropic, public, and private organizations and/or local employers, as well as in-kind contributions. Staff also reviewed the City's 2012 Budget for commitments to human service agencies to ensure no duplications are made of City General funds and CDBG funds. The 2012 Budget includes $109,450 in funding for ten human service agencies. There are two duplicate agencies; PRISM and Senior Community Services. The City's funding for PRISM is allocated for their food shelf program. Senior Community Services (SCS) is requesting funding for the one of the two programs funded by the City. The 2011 funding allocation for social services totaled $35,815.00. The total amount of public service funds requested for 2012 is $64,283.00, which means we will not be able to fund all of the social service agencies at their requested amount. Staff is recommending a similar allocation as 2011 in the amount of funding for each of the returning sub -recipients. Thy Word submitted an application for funding for the first time this year. However, due to the further decreased allocation and recommended similar allocation as 2011 in funding for returning sub -recipients, staff is not recommending funding Thy Word in the 2012 allocation. A summary of each application and the staff ranking of the applications are attached. The following table is a summary of the public service funding requests and the amount of funding recommended by staff. 5 Public Service Proposed Activity Amount Recommended Requests: (in order Requested Funding of rankin CAPSH Provide foreclosure prevention, tenant, 15,000 12,000 rehab, pre -purchase and reverse mortgage counseling to 80 households. PRISM Express Provide transportation services 2,300 2,300 providing 780 rides to Plymouth residents. HOME Line Provide tenant hotline, tenant 9,223 6,000 representation in negotiations to preserve affordable housing to 250 households. YMCA Provide counseling, case management, 10,000 5,000 crisis intervention, street based outreach, shelter, and referral services to 35 youth. Family Hope Provide weekly support group services 10,000 7,000 Services and one-to-one mentoring with 200 at - risk youth. Senior Community Provide minor home maintenance 2,760 2,700 Services (SCS) services for 30 Plymouth residents. Thy Word Provide counseling and transportation 10,000 to 0 for 250 Plymouth residents to and from 15,000 the religious institution for the homeless and chemically dependent Total: 64,283 35,000 Staff recommends that after holding the scheduled public hearing and considering any public comments the Board review staffs proposed uses for 2012 CDBG funds and adopt the attached resolution providing a recommendation to the City Council for adoption of its 2012 CDBG program funding. Attachments: 1. Resolution 2012-03 2. List of Applicants Solicited for 2012 CDBG Public Service Applications 3. Summary of 2012 CDBG Public Service Funding Applications 4. 2012 CDBG Public Service Staff Ranking and Ranking Criteria 5. Ten -Year CDBG Activity 6. Draft 2012 Action Plan CITY OF PLYMOUTH HRA RESOLUTION 2012-03 A RESOLUTION TO APPROVE THE APPLICATION AND ALLOCATION OF FISCAL YEAR 2012 COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS WHEREAS, the City of Plymouth anticipates receiving a Community Development Block Grant CDBG) funding allocation of $230,998.00 for CDBG fiscal year 2012; and WHEREAS, on February 23, 2012, the Plymouth Housing and Redevelopment Authority held a duly constituted public hearing to allow interested parties to express their opinion; and WHEREAS, the Housing and Redevelopment Authority in and for the City of Plymouth, MN has determined the following to be an appropriate use of Community Development Block Grant funds in accordance with federal guidelines and the City's HUD approved Consolidated Plan; NOW, THEREFORE, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTORITY OF THE CITY OF PLYMOUTH, MINNESOTA, that it hereby recommends that the City Council authorize the City Manager to apply for 2012 Community Development Block Grant funds totaling $230,998.00 from the U.S. Department of IIousing and Urban Development with the following allocations: 1. Housing Rehabilitation Grant/Loans 2. First Time Homebuyer Assistance Program 3. Community Action Partnership of Suburban Hennepin (CAPSH) 4. Family Hope Services 5. HOME Line 6. Northwest Branch YMCA, Point Northwest Program 7. People Responding in Social Ministry (PRISM) 8. Senior Community Services (SCS) 9. Program Administration 10. Affordable Housing Development 11. Fair Housing Activities 150,498.00 0.00 12,000.00 7,000.00 6,000.00 5,000.00 2,300.00 2,700.00 29,000.00 15,000.00 1,500.00 Total $230,998.00 BE IT FURTHER RESOLVED, that any increase in the anticipated funding amount for the 2012 CDBG fiscal year will be split equally between the 2012 Housing Rehabilitation and Social Service Programs (within the 15% maximum allowance). Any decrease will be split equally between the 2012 Housing Rehabilitation, Affordable IIousing Development Account and Social Service Programs (within the 15% maximum allowance). BE IT FURTHER RESOLVED, that it is hereby recommended to the City Council that all CDBG program income may be used to cover expenses generated in any existing CDBG program or activity and not just expenses related to the activity generating the income, unless otherwise reallocated by the City Council. BE IT FURTHER RESOLVED, that it is hereby recommended to the City Council that all unexpended 2011 CDBG funds be allocated to the same program activity in 2012, unless otherwise reallocated by the City Council. Approved this 23rd day of February, 2012 by the Plymouth Housing and Redevelopment Authority List of Agencies Solicited for 2012 Public Service Applications Community Development Housing Division) Agency: Community Action Partnership of Suburban Hennepin (CAPSH) -- CDBG Family Hope Services — CDBG Hammer Residences --- CDBG HOME Line -- CDBG Interfaith Outreach and Community Partners (IOCP) — CDBG Northwest Branch YMCA — CDBG/City People Responding In Social Ministry (PRISM) — CDBG Senior Community Services — CDBG Spare Key - CDBG JVS — CDBG Thy Word - CDBG Summary of 2012 CDBG Public Service Funding Applications Community Action Partnership of Suburban Hennepin (CAPSH) CAPSH's application is to continue its Full -Cycle Homeownership Services to residents of Plymouth. Their services include foreclosure prevention, home rehab advice, pre -purchase homebuyer counseling, and reverse mortgage counseling services. The current housing market continues to see an increased rate of foreclosures. CAPSH's Foreclosure Prevention program seeks to assist homeowners to maintain their homes — if possible- or to obtain appropriate housing if the home cannot be saved. CAPSH provides services that contribute to the economic health of our community, are needed in the City of Plymouth and are required as part of participating in our First Time Homebuyer and Housing Rehabilitation loan programs. The goals set for the 2012 program year indicate slightly lower but similar numbers as previous years in the number that will be served. Family Hope Services (Tree House) Family Hope Services' proposes to continue its weekly preventative programs structured to mentor, befriend and positively guide at -risk youth ages 11 to 18. There are two support groups that meet on a weekly basis and are held year-round. Tuesdays the general support group meets and on Thursdays the going Deeper Program meets. Staff provide follow-up with the youth through one-to-one mentoring contact during the week. The Plymouth TreeHouse program anticipates the service levels of operation in 2012 for youth to increase. In review of Family Hope Services' file and application they have done well in providing the required documentation and meeting the program objectives. Senior Community Services -(SCS) SCS's application is to provide outside maintenance for the elderly through their Household and Maintenance for Elderly (H.O.M.E.) program, H.O.M.E. services include: lawn mowing, snow removal, exterior interior painting, seasonal outdoor work (raking, pruning, weeding, mulching), minor repairs (leaky faucets, door handles, replace light bulbs), disability related projects (installing grab bars) and homemaking (dishwashing, laundry, grocery shopping, meals and cleaning). SCS presented a strong application and showed that there is a direct need for this program in the City. The goals set for the 2012 program year indicate the numbers served and hours served will increase. The application showed SCS have leveraged many other resources to support their program as well. PRISM Express PRISM's application is to provide "curb to curb" transportation services to residents of Plymouth and the surrounding communities of Golden Valley, Crystal, New Hope, Robbinsdale, and Brooklyn Center. The service is designed to meet transportation needs of low-income elderly and disabled residents of these suburbs. PRISM's application shows a strong organizational capacity including qualified staff and program success. The application also indicates that they have sought rnm- erous resources to fund this program. The goals set for the 2012 program year indicate lower numbers as previous years in the number that will be served. This is due to the shrinking coverage area in Plymouth being served. 0 HOME, Tine HOME Line's application is to operate a tenant hotline staffed by three attorneys, a tenant advocate and volunteer phone advocates, primarily law students. The hotline received over 11,000 calls last year and over 95% of the callers are low or very low income. For over 15 years they have provided Iegal representation to renter families faced with eviction as part of their Homeless Prevention Program. In addition, the staff attorneys make presentations on the realities of becoming a renter to area high school students. The need and financial feasibility of the program was very defined and showed that the program would have an impact in the City. The application also showed they have leveraged many other resources to support their program. The goals set for the 2012 program year indicate slightly higher numbers as previous years. It is noted that there is no indication of the receipt of CDBG funds assisting in the leverage of other funding sources. Northwest YMCA, POINT Northwest YMCA's application is to provide services to youth and their families who have runaway from home, been kicked out, when they have become homeless, or are experiencing stress from family crisis. They provide outreach, crisis intervention, counseling, family reunification, shelter services, and mediation services to homeless and vulnerable youth through the POINT Northwest program. This program works collaboratively with the middle and high schools in Plymouth as well as the Plymouth Police Department. The goals set for the 2012 program year indicate a lower number of youth that will be served in Plymouth. This is due to not only the reduction of funding from Plymouth CDBG but also the loss of other firnding sources. Thi Thy Word's application indicates that the goal of the organization is to provide counseling and transportation for homeless and chemically dependent residents to and from the Hennepin County workhouse and their religious institution that is located in Plymouth. They state that they provide a need that will assist in the public safety of the community by keeping the residents off drugs and off the street. There is a lack of capacity in the application and it appears there is a needed understanding of the CDBG Program goals and regulations. There is no indication of receipt of CDBG funds assisting in the leverage of other funding sources. 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N cn Qo co a LL T T O Q) ro N O ccO G 1 M C m C La LO LL k O co c C d O O E o LO Q U c N r W) Q ,NN N O ; Q O oU r ca cwo co Nco c7 E U U DL t4 6YR .00 CO CL V c 0 D U E N .2 F 0 Ua p a c '(n F- no00 CA k 2012 ACTION PLAN FOR THE CITY OF PLYMOUTH Executive Summary The City of Plymouth is a Community Development Block Grant (CDBG) entitlement community. CDBG funds are allocated to the City directly from the U.S. Department of Housing and Urban Development (HUD). The City remains a part of the Hennepin County Consortium for purposes of Five -Year Consolidated Plan and HOME funding. Ofthetotal estimated 2012 CDBG budget (2012 estimated allocation of $230,998.00 and 40,000.00 in program income), $205,500.00 will be used for affordable housing; $35,000.00 of the City's allocation will be used for family, senior and youth services, $1,500 of the City's allocation is for fair housing activities and $29,000.00 is allocated for the administration of the CDBG Program. We also anticipate carry-over funds in the First Time Homebuyer (FTIIB) Program of $15,000.00 and the Rehabilitation Program of $10,000.00 from the 2011 program year. The anticipated 2012 CDBG allocation is slightly lower due to the current legislation to further reduce the overall CDBG allocation. In the event the allocation is greater than anticipated, the additional funds will be distributed evenly between the first time homebuyer program, rehabilitation program and social service programs, In the event the allocation is less than anticipated, funds would be cut evenly from the rehabilitation program, affordable housing and social service programs. The City has allocated 2012 CDBG fiends to address the following objectives; Sustainability of Decent Housing o Rehabilitation of four owner -occupied homes with incomes up to 80 percent of the HUD CDBG income limit. The program allows an additional $10,000.00 in loan funds to be used specifically for accessibility improvements and/or lead and asbestos abatement. o Two households with at least one member who is over the age of 55, and own their own home, will be assisted with a one-time maximum grant amount of $5,000.00 through an Emergency Repair Grant to assist with eligible repairs in situations where the immediate health or safety of the occupants of the home is threatened, o Hammer Residences will receive funds to remodel one of their homes to accommodate accessibility needs of their clientele, replace windows and siding. 2. Affordability of Decent Housing o Assist two low-income households in purchasing their first home with any carry-over funds or received program income. 3. Availability/Accessibility of Suitable Living Environment o Community Action Partnership of Suburban Hennepin receives CDBG funds as part of public services funding to provide first time homeownership workshops and counseling services, workshops and mortgage foreclosure counseling, housing rehabilitation counseling, and weatherization assistance to 80 Plymouth households. o HOME Line receives CDBG funds as part of public services funding for their tenant advocacy work. They expect to assist at Ieast 250 Plymouth renter households. They will provide tenant counseling, tenant representation in landlord/tenant negotiations to preserve affordable housing, prevent at least ten evictions within the City of Plymouth. o PRISM receives CDBG funds as part of public services funding for transportation services which will provide 780 rides to at least 16 unduplicated low-income persons for medical appointments and other needs. o YMCA receives CDBG funds as part of public services funding for youth services and expects to serve 35 homeless youth and youth at risk of homelessness. o Family Hope receives CDBG funds as part of public services funding and 200 youth will be provided with weekly support groups and one-to-one mentoring relationships. o Senior Community Services (SCS) operates the H.O.M.E (Household and Outside Maintenance for Elderly) program to help seniors stay in their home with dignity. It is anticipated that H.O.M.E. will serve 30 seniors and hours of service will be increased in 2012. The 2011 numbers indicate that four of the eight social service and affordable housing organizations are steadily approaching their expected annual performance goals (Family Hope, Hammer Residences, HOME Line and Senior Community Services). The other four organizations have not yet met fifty percent of their goals (CAPSH, PRISM, Spare Key and YMCA). Both the rehabilitation program and first time homebuyer program, administered by the City of Plymouth, are anticipated to meet the expected annual performance goals. The City of Plymouth is part of the Hennepin County Consortium, and therefore the City's Action Plan is part of the Hennepin County Consortium Action Plan, The City of Plymouth has our own Citizen Participation Plan that mirrors Hennepin County's and other Consortium members Citizen Participation Plans, which calls for the Hennepin County Consortium Action Plan to be available for public comment 30 days prior to its submission to HUD. The Plymouth Housing and Redevelopment Authority held their own public hearing on February 23, 2012 and allowed the public to comment on the proposed activities. Resources Available to Address Community Development and Housing Needs The HRA intends to vigorously pursue all possible resources to address 2012 program year activities. The following list provides information on other sources of funds that are used for community development and housing programs within the City of Plymouth. Federal Resources CDBG: The City of Plymouth has used this resource since 1976 to provide lower-income persons with a variety of affordable housing programs. Any program income received from repayments of CDBG funded programs will be used to cover expenses generated in an existing CDBG Program or activity and not just expenses related to the activity generating the income, as authorized by the City Council. Section 8 Rental Vouchers: Currently the Plymouth HRA has funding for 225 vouchers including 30 vouchers for non -elderly disabled and 9 enhanced vouchers), "There are another 159 voucher holders residing in Plymouth who ported in from other jurisdictions. Low -Income Housing Tax Credits (LIHTC): The HRA has been working with several private developers to utilize this resource to create new affordable apartment units. The HRA will continue to pursue opportunities to use this resource, 2 Public Housing: Shenandoah Woods and Stone Creek Village include Metropolitan Housing Opportunity Program (MHDP) public housing funding for two and four units, respectively. The HRA also has project based units at Stone Creek Village (eight units) and Vicksburg Commons (five units). We have committed seven project based units to the West View Estates Project that was recently approved. The HRA also worked with the Metro HRA to site and operate ten MHOP units on scattered sites. State Of Minnesota Resources Minnesota Housing Finance Agency (MHFA): This agency provides first time homebuyer programs, housing rehabilitation programs, and development and redevelopment financing through their Consolidated RFP process. The HRA also developed a partnership in 2003 with the Center for Energy and Environment (CEE) pertaining to the MHFA Fix -Up Fund and MHFA Deferred Loan Program. While CEE remains the approved lender for the Fix -Up Fund, the HRA works in collaboration with them in marketing the program. Local Resources HRA tax levy: The HRA has used this levy for several years to provide subsidized rental housing for 133 senior citizen households utilizing approximately $264,000.00 annually to eligible renters at Plymouth Towne Square and Vicksburg Crossing. An additional 211,000.00 is utilized for the administration and supervision of the HRA and City affordable housing programs. Plymouth Economic Development Fund (PEDF): The Fund was capitalized from the first 100,000.00 in principal plus interest to be paid by Value Rx in repayment of a loan from the Minnesota Department of Trade and Economic Development's (DTED) Economic Recovery Program (ERP). The PEDF allows the HRA to provide loans at favorable terms for business activities in the City that could create new jobs, increase the tax base, or leverage other needed economic development funds. The City has issued one loan for $180,000.00 to a company that relocated its headquarters to Plymouth. Tax exempt housing revenue bonds: Since 1995, the City has issued $58,795,000.00 in tax- exempt housing revenue bonds and $7,290,000,00 in taxable housing revenue bonds for the acquisition, re -financing and/ or renovation of 983 rental apwtments. The City required that the owners make a certain percentage of their units affordable to and occupied by low- income households or make an annual payment for the life of the bonds to the HRA's Affordable housing Account. As a result, 136 of these apartments are affordable to low- income renters. HRA Affordable Housing Account: Since its inception in 1996, the Account has received 407,000.00 in fee payments and penalty payments for the release of covenants. To date, these funds have been allocated toward the following projects: the renovation of Hammer Residence group homes; the development of two handicapped accessible homes; the acquisition of an affordable town home under the right of first refusal; the construction of 34 affordable housing units at the Stone Creek Village apartment complex and the acquisition of property for a four unit affordable housing development. Tax Increment Financing (TIF): The City's Tax Increment Housing Assistance Program TIHAP) makes excess Tax Increments fiom existing and future Tax Increment Districts in the City available for eligible affordable housing developments. Of the funds received to date, the City has allocated $236,000.00 to the Stone Creek Village apartment complex, which will be located in a newly created TIF district. In 2006 the City created a TIF Housing District to assist CommonBond communities with their development of Vicksburg 3 Commons. In 2010, the City approved a loan of $600,000.00 to the Westview Estates project. When completed in 2012, this project will provide 67 workforce housing units assisting households at or below 60 percent of the area median income. In 2011, the City created a TIF District to support a 157 -unit mixed income apartment development. This project includes 64 workforce housing units. The City will also consider the creation of additional TIF districts as appropriate to assist affordable housing projects as necessary to supplement outside funding. Private Resources (nonprofit organizations) Interfaith Outreach and Community Partners (IOCP): This organization has been very supportive of all efforts in Plymouth of furthering affordable housing initiatives. This non- profit also has a significant housing fitnd to assist in funding affordable housing efforts. Annual Objectives Table 3A Summary of Specific Annual Objectives Specific Outcome/Objective Source Program Expected Actual Percent Obj. # Specific Annual Objectives of Funds Performance indicators Year Number Number Completed Afforda ility of Decent Housing DH -2 DH -2.1 The First Time Homebuyer Program CDBG Low- and moderate- 2010 5 5 100 assists with down payment and income families will 2011 5 3 60 closing costs, and/or mortgage receive assistance 10 2012 5 principle reduction purchase their first home 2013 5 2014 5 MULTI-YEAlt GOAL 25 Sustainability of Decent Housing (DH -3) DH -3.1 The objective of the Single -Family CDBG owner -occupied homes 2010 6 6 100 Rehabilitation Program and Small will be rehabilitated or 2011 6 4 67 Repair Grant Program is to preserve will receive emergency 2012 6 the existing housing stock funds to make small 2013 6 repairs on homes 2014 6 MULTI-YEAR GOAL 30 Availabili Accessibility of Suitable Living Environment SL -1 SL -1.1 Community Action Partnership of CDBG Foreclosure prevention, 2010 125 72 58 Suburban Hennepin receives CDBG tenant, rehabilitation, pre- 2011 155 29 19 funds as part of public services purchase and reverse 2012 162 funding for homeowner education mortgage counseling 2013 165 classes. 2014 172 MULTI-YEAR GOAL 779 SL -1.2 HOME line is a CDBG funds public CDBG 215 households will 2010 215 223 104 service recipient for their tenant receive tenant counseling 201 1 215 ill 52 advocacy work. They provide tenant and 150 students will 2012 225 counseling and education. receive cducation on 2013 230 becoming a renter. 2014 235 MULTI-YEAR GOAL, 1,125 4 Specific Outcome/Objective Source Program Expected Actual Percent Obj. # Specific Annual Objectives of Funds Performance Indicators Year Number Number Completed SL -1.3 PRISM Express receives CDBG CDBG 800 rides will he provided 1 2010 800 565 71 funds as part of public services to the general public for 2011 880 268 30 funding to provide transportation medical appointments and 2012 968 services to the general public, other needs, 2013 1,065 2014 1,172 MULTI-YEAR GOAL, 4,885 SL -1.4 YMCA receives CDBG finds as part CDBG Provide counseling, case 2010 90 63 70 of public services funding for management, crisis 2011 90 6 1 homelessness prevention and youth intervention, street based 2012 90 counseling outreach, shelter and 2013 90 referral services, 2014 90 MULTI-YEAR GOAL 450 SLS -1.5 Family Hope receives CDBG funds CDBG Provide weekly support 2010 320 364 114 as pint of public services funding for group services. 20[ 1 320 158 49 year round weekly support groups Construction of new 2012 320 and one -to one mentoring. Plymouth TreeHouse 20[3 352 20I4 387 MULTI-YEAR GOAL 1,699 51-1.6 I Jammer Residences will receive CDBG Assist with the 2010 2 2 100 CDBG funds under Affordable development of affordable 2011 2 1 50 Housing Development rental/owner-occupied 2012 2 units. 2013 2 2014 2 MULTI-YEAR GOAL 10 SL -1.7 Senior Community Services (SGS) CDBG Provide homemaking, 2010 30 23 77 will receive CD13G finds as part of home maintenance and 2011 32 25 78 public services funding H2O.M.E chore services to assist 2012 34 Household and Outside Maintenance seniors to remain in their 2013 36 for Elderly) program to help seniors own homes and in their 2014 38 slay in their home with dignity, own communis. MUILT1-YEAR GOAL 170 SL -1.8 Spare Key will receive CDBG funds CDBG Provide financial 2010 N/A as part of public service funding to assistance to low and 2011 1 0 0 provide assistance to homeowners moderate income families 2012 1 with critically ill or seriously injured allowing more time to be 2013 1 children, spent with their sick child 2014 1 N1ULTI -YEA R GOAL. 4 Table 313 Annual Horsing Completion Goals Grantee Name: City of Plymouth Program Year: 2011 Expected Annual Number of Units To Be Completed Actual Annual Number of Units Completed Resources used during the period HOME ESG HOPWACDBG BENEFICIARY GOALS Sec. 21 S Only) Homeless households NIA Non -homeless households 8 X Special needs households 1 X Total Sec. 215 Beneficiaries* 9 X RENTAL GOALS See. 215 Only) Acquisition of existing units N/A Production of new units NIA Rehabilitation of existing units 1 X Rental Assistance NIA Total Sec. 215 Affordable Rental 1 X HOME OWNER GOALS See. 215 Only) Acquisition of existing units NIA Production of new units NIA Rehabilitation of existing units 6 X Homebuyer Assistance 2 X Total Sec. 215 Affordable Owner 8 X COMBINED RENTAL AND OWNER GOALS (Sec. 215 Only) Acquisition of existing units N/A Production of new units NIA Rehabilitation of existing units 7 X Rental Assistance NIA I lomebuyer Assistance 2 X Combined Total See. 215 Goals* 9 X OVERALL HOUSING GOALS See. 215 + Other Affordable Housing) Annual Rental Housing Goal 1 X Annual Owner Housing Goal 8 X Total Overall Housing Goal 9 X s The total amounts for "Combined Total Sec. 215 Goals" and "Total Sec. 215 Beneficiary Goals" should be the same number. Activities to be Undertaken The following activities are to be undertaken as part of the 2012 Action Plan for the City of PIymouth. These activities address the strategies and priorities that are set forth in the Hennepin County Consortium Consolidated Plan, Strategy 1.0 Affordable Housing Development Assist with the development of affordable rental/owner-occupied units. In previous years these fiends have assisted primarily rental projects such as the one proposed by Hammer Residences. Hammer Residences will use the funds to remodel one of their homes to replace windows to increase energy efficiency. Hammer Residences has served people with developmental disabilities since 1923. They provide 16 homes within the City of Plymouth. Each home has 3-5 units per building and provides support services to approximately 80 individuals. The City of Plymouth has provided funds to rehabilitate these residences to make these homes safer, more accessible, and more livable for people with disabilities who are in need of a safe environment and who have low incomes. Strategy 2, 0 Existing Homeowners Single Family Housing Rehabilitation Program: During the 2012 grant year, we expect to rehabilitate four owner occupied homes through our Housing Rehabilitation Loan Program. The program provides up to $30,000.00 for eligible repairs through a deferred zero interest loan that will be forgiven after 20 years if the homeowner continues to own and occupy the home. The needs of Physically Disabled Homeowners/Family Members (Strategy 2,2) are also addressed within the Housing Rehabilitation Loan Program. The program allows an additional $10,000.00 in loan funds to be used specifically for accessibility improvements and/or lead and asbestos abatement. The HRA will continue to operate a Small Repair Grant fund to compliment our Housing Rehabilitation Loan Program, The Small Repair Grant field is a pool of kinds set aside within the program to be used for small and emergency repairs for qualifying homeowners. The program allows a maximum of $5,000.00 per home in grant funds to be used for emergency and small repairs. A minimum of two homeowners will be assisted through ,Small Repair Grants. Strategy 3.0 First Time Homebuyers Plymouth First Time Homebuyer Program: The Plymouth First Time Homebuyer Program offers a zero interest -deferred loan with the HRA holding a second mortgage on the property. The deferred Ioan helps first time buyers offset the cost of purchasing a home by providing assistance with down payment, closing costs and/ or mortgage principle reduction. Repayment of the loan is required if the home is sold or no longer homesteaded within the first 30 years. After 30 years the loan becomes due and payable. Carry-over funds and program income funds will be used to assist two low-income households to purchase their first homes. Financial assistance will be provided at a minimum amount of $3,000.00 and a maximum amount of $25,000.00. 7 Strategy 60 Family Services/Facilities CAPSH: The City has been allocating CDBG assistance to Community Action Partnership of Suburban Hennepin (CAPSH) for homebuyer and homeowner education activities since 1995. CAPSH has provided considerable assistance to low-income households in Plymouth since they were first funded. CAPSH proposes providing homeownership counseling such as first time homebuyer training workshops, mortgage foreclosure counseling, housing rehabilitation counseling, reverse mortgage counseling, and weatherization assistance to 86 Plymouth households. HOME Line: This is the 12th year the City has allocated CDBG funds to HOME Line. HOME Line is proposing to serve 215 households through their tenant hotline, tenant representation in Iandlord/ tenant negotiations, tenant organizing to preserve affordable housing and help prevent at least ten evictions in the City of Plymouth. PRISM Express: This is the 12th year the City has allocated funding to PRISM. PRISM's Express program provides weekday transportation services to the general public for medical appointments and other needs. PRISM expects to provide 780 rides to low-income persons. Strategy 7.0 Senior Services Senior Community Services (SCS): This is the third year the City has allocated funding to SCS. SCS assists seniors with outside maintenance (snow removal, lawn mowing, painting, etc.) through their Household and Outside Maintenance for EIderIy (H.O.M.E) Program. SCS expects to help 30 seniors stay in their home with dignity. Strategy 8.0 Youth Services Family IIope Services: Family Hope Services offers a program called TrecHouse. TreeHouse services are ongoing, offered year round without charge to participating households and youth. These services include weekly support groups and one-to-one mentoring relationships. Family Hope Services expects to serve 200 Plymouth Youth, YMCA Point Northwest Program for RunaN,ay Youth: This is the only 24 hour program in northwest Hennepin County serving the specific population of runaway, homeless, and youth at risk of becoming homeless. The Point Northwest Program expects to help 35 Plymouth youth stay within our community, connected to those who care about them; schools, employment, faith communities, friends and families. Strategy IL 0 Affirmatively Furthering Fair Housing Plymouth participates in the IIennepin County Consortium Fair Housing Initiative. During the 2012 program year, the Plymouth HRA will provide $1,500.00 of CDBG funds toward this collaborative effort. The initiative addresses the impediments identified in the Analysis of Impediments to Fair Housing (Al) that were previously prioritized by the Consortium, and describes actions and accomplishments during the report year to address each. Initiative accomplishments include funding to promote fair housing choice, enforcement, testing, outreach, information and referral in Plymouth and throughout suburban Hennepin County. N In addition, Plymouth, through the initiative, supports the work of the Twin Cities Metro Area Fair Housing Implementation Council (FHIC) with funding and staff support. FHIC is a partnership of local governments, housing industry professionals and advocates working together to unlock doors and expand housing choice. FHIC was established in 2002 to affirmatively further fair housing throughout the greater metro area housing market. FHIC has three subcommittees that work to address identified impediments in rental housing, homeownership and public sector through specific actions. Further, all housing programs administered by Plymouth follow the principles of affirmatively furthering fair housing and the requirements of the Fair Housing Act. The City's Human Rights Commission, which was organized in 1994, also actively participates in fair housing activities and functions on an ongoing basis to promote human rights activities and assist residents and the City in resolving fair housing issues. The Plymouth Human Rights Commission continues to deliver services to the residents of Plymouth who were the victims of hate or bias incidents. Geographic Distribution There are no specific areas of the City that have low-income minority concentrations. All activities and programs are available to low-income minority persons community -wide. The City does not allocate investment funds geographically, but will direct funds to all low to moderate income residents citywide. Consultation Process In preparing the Action Plan, the City of Plymouth utilizes its membership in the Fair Housing Implementation Council (FHIC). The Fair Housing Implementation Council (FHIC) is a public- private partnership aimed at advancing fair housing in the Twin Cities area. FHIC members include: the counties of Anoka, Dakota, Hennepin, and Ramsey, the cities of Bloomington, Plymouth, Minneapolis, and Saint Paul, Metropolitan Council, and Minnesota Housing Finance Agency representing Carver and Scott Counties) working with the Boards of Realtors, Minnesota Multi - Housing Association, Southern Minnesota Regional Legal Services, Legal Aid Society of Minneapolis, Housing Link, Community Action Partnership of Suburban Hennepin, and insurance representatives. The City of Plymouth is part of the Hennepin County Consortium and therefore adheres to the procedures developed by the Consortium to determine what resources are available in addressing the needs of any person who is chronically homeless, Housing and Marlret Analysis General The majority of the housing stock within the City of Plymouth is in good to excellent condition with the average age of a home under 30 years old. Foreclosure rates have steadily increased and 148 properties were in various stages of foreclosure in 2011 within the City of Plymouth. The housing market in Plymouth is similar to the entire metropolitan region. We are experiencing a slow down in new construction of owner -occupied housing at all affordability levels. Forty-four percent of apartment buildings currently have renters with Section 8 Vouchers. To our knowledge there are no designated housing units specifically for persons with HIV/AIDS. 9 Currently the City of Plymouth has approximately 384 voucher holders receiving assistance. There are 13 project based units in Plymouth. Of the 13 project based units, Vicksburg Commons has five units; four of which are occupied by clients that are Black/African American and one is White. Stone Creek Village has eight units; three of which are occupied by clients that are White and five are Black/African American. One rental community Lakeview Commons has 64 units. Currently, there are 52 voucher holders receiving assistance at Lakeview Commons; 49 units are occupied by clients that are Black/African American and three are White. Homelessness and Other Special Needs Activities The City of Plymouth provides assistance to social service organizations that provide assistance to the homeless and other special needs populations in the effort to end chronic homelessness in the community. The social service agencies the City funds include Community Action Partnership of Suburban Hennepin (CAPSH), Interfaith Outreach and Community Partners (TOCP), People Responding in Social Ministry (PRISM), HOME Line, Family Hope, Senior Community Services SCS) and Hammer Residence. The HRA's continuing involvement with these organizations and efforts to increase the availability of additional affordable housing in the community will increase the resources available to combat homelessness. The City's allocation of funding to the YMCA Point Northwest program provides emergency shelter, and programs to assist in the transition to permanent housing and independent living to low-income homeless youth. Homeless facilities and Services Mission Fauns Nursing Home, Inc. is part of Missions, Inc. Programs, formerly known as Union City Mission Inc., and was established in 1895 in downtown Minneapolis where it began as a place providing food, temporary shelter, and spiritual services to indigent and homeless men. In 1927, the organization purchased some farm property on the north shore of Medicine Lake, where many of the men from the City came out to work the farm. In 1975, Mission Farms Nursing Home was separately organized and has been operating in that capacity since that time. The facility currently has a staff of approximately 85 who provide 24-hour care on a daily basis for approximately 100 residents. The City of Plymouth works to enhance coordination with private industry, businesses, developers and social service agencies to obtain input through focus group meetings, forums, round table discussions, telephone and other forms of polling to address affordable housing issues, Notices of meetings or other opportunities for input are publicized through local media, direct mailings and other methods. Other Activities Meeting Underserved Needs: The City will continue to identify obstacles, such as affordable housing, to unmet and underserved community needs and support the goals established in the 2010-2014 Consolidated Plan. The City's approach to meeting these affordable housing needs is to assist renters in purchasing homes by providing down payment and closing cost assistance combined with counseling and education to low to moderate income families. In order to preserve the affordable housing stock "Restrictive Covenants" have been placed on a number of new units built. These Restrictive Covenants run with the land for a period of 20 years and contain restrictions on the transfer of the property only to someone who is a low to moderate income resident. To preserve and expand the supply of decent, safe, and affordable housing, the City will provide financial assistance for rehabilitation and repair of owner -occupied units to low to moderate income families. Another obstacle is job advancement for low to moderate income persons. 10 Foster and Maintain Affordable Housing: The portion of 2012 CDBG funds allocated to the Housing Rehabilitation Program allows low-income homeowners to stay in current housing while allowing the City to maintain a stable affordable housing base. The City and HRA make every effort to create affordable rental and owner -occupied housing opportunities as well as provide provisions that new developments remain affordable for years to come. Although not funded with CDBG, the City has required an annual inspection of residential rental properties since 1994 to determine Code compliance and health or safety violations that need correction. This program ensures that rental properties are well maintained and that no substandard rental units are licensed in the City. The City Building Inspection Department currently inspects multi- family rental properties annually and non -multi -family rental properties bi-annually. Remove Barriers To Affordable Housing: The City is addressing affordable housing barriers in a variety of ways including the support of new affordable housing developments, entry cost assistance to first time homebuyers, tenant and homeowner education and support services, and rehabilitation assistance. The City is closely involved with researching and addressing impediments to fair housing. The City uses some of its CDBG funding to support HOME Line, a tenant advocacy and hotline organization. Finally, the City works with and supports developers to include affordable housing in their developments. Evaluating and Reducing Lead Based Paint Hazards: As part of the City's Rental Housing Licensing Program, all of the rental properties in the City are inspected at least every two years. The inspector has satisfied HUD's Risk Assessment Course and is a Certified Risk Assessor. All participants in the Housing Rehabilitation, First Time Homebuyer and Section 8 Programs, who reside or purchase housing that was built before 1978, receive copies of "Protect Your Family From Lead In Your Home", EPA September 2001, The Plymouth HRA has revised the procedures for all federally funded programs to meet the requirements of the federal lead-based paint regulations. Discussion of the Lead -Based Paint (LBP) requirements take place at the initial meeting with IIRA staff and the Certification of Receipt of LBP information is signed by the applicant and kept in the applicant's file. If deteriorated paint is found in a home built before 1978 and lead hazard reduction work may be needed because painted surfaces will be disturbed during rehabilitation, the appropriate level of lead testing and other actions are initiated. The HRA contracts with a certified Risk Assessor to perform the necessary tests to determine if and where there is a lead hazard risk. The Assessment report identifies the presence and location of LBP and the areas that need to be addressed. If LBP is found, the homeowner is notified. As a condition of receiving funding, LBP hazards must be addressed and lead safe work practices are required for all rehabilitation work that disturbs painted surfaces. Appropriate lead hazard reduction measures are also incorporated into the Scope of Improvements. Clearance of the unit is required and a copy of the clearance report is given to the homeowner and kept in the homeowner's file. The above Iead-based paint control actions enable the City of Plymouth to abate lead issues and be in full compliance with the Federal Lead -Based Paint rules. Public Housing: The City of Plymouth does not address the needs of public housing in this Plan. Because the City does not have a Public housing Authority, there are no efforts to encourage public housing residents to become more involved in management and homeownership. However, two complexes within the City, Shenandoah Woods and Stone Creek Village, include Metropolitan Housing Opportunity Program (MI -IOP) public housing funding for two and four units respectively. The HRA also worked with the Metro HRA to site and operate ten MHOP units on scattered sites. 11 Develop Institutional Structure and Enhance Coordination Between Public and Private Housing and Social Service Agencies: The City of Plymouth has developed and continues to maintain strong collaborative relationships with other housing providers and social service agencies. The City has worked over the years to develop handicap accessible housing units with People Responding In Social Ministry (PRISM), Metropolitan Interfaith Council on Affordable Housing (MICAH), Interfaith Outreach and Cominunity Partners, and Habitat for Humanity. The HRA requires recipients of their First Time Homebuyer Programs to attend homebuyer workshops presented by CAPSH or other accredited Home Stretch workshops. CAPSH seeks to assist lower- income households by providing them with comprehensive homeownership training and financial counseling. At the end of the training period, the family is able to purchase the home. Foster Public Housing Improvements and Resident Initiatives: The HRA established a Resident Advisory Board of Section & voucher holders to foster effective resident input on policies, goals, and performance of the Section S tenant -based program, Reduce Poverty: Through its various programs, the City of Plymouth will identify and assist people and families that are below the poverty level when possible. We will utilize our network of social service agencies and where applicable assist them through CDBG resources and programs as well as local programs offered through the City of Plymouth, the Plymouth HRA and local non -profits. Monitoring Contracts will be executed with all organizations implementing activities identified in the Consolidated Plan. The Plymouth HRA is responsible for contract administration and compliance. The Plymouth HRA has experience in monitoring federal programs. Monitoring is an ongoing process, incorporating several major areas of activity; Funding Agreement Initially, for each program/project funded through consolidated plan resources, the applicant will be required to enter into a funding agreement covering at least the following items; Schedule for project implementation. Financial management of program funds and required matching funds. Compliance with related federal regulations. Appropriate long -tern affordability/access requirements. Schedules for project compliance documentation. Repayment requirements for noncompliance. The funding agreement provides the basis for tracking and assessing the development and implementation of funded activities. Provisions of the agreement will serve as a benchmark that will be reviewed for compliance. Appropriate remedial actions will be taken and evaluated in a timely manner. Compliance with the terms of the agreement will be required prior to approving any request for funding. On -Site Visitation In the middle of each program year, Plymouth HRA staff consults with representatives of each community organization receiving a CDBG funding allocation. This visit includes an in-depth review 12 of project procedures and the related HUD and other regulations and reporting requirements, Periodically thereafter, staff will schedule on-site monitoring to review program operation and review files for compliance. The frequency and depth of these visits will depend upon the perceived risk involved with each project, Document Review The documents submitted with the reimbursement request are reviewed for completeness and correction. Where a problem is discovered, HRA staff will confer with project staff to correct the situation and assure that the problem is understood. Reimbursement will not occur until all requirements have been met. If subsequent problems are encountered, the project will be considered high risk" and more frequent on-site monitoring will be scheduled, Performance Report The fourth element of the monitoring process involves preparation of the Consolidated Annual Performance and Evaluation Report (CAPER), as required by HUD. The report is submitted to HUD before September 30 each year. If a significant discrepancy between goals and performance is found, additional consultation may occur. Further, progress in meeting its goals may harm the applicant's chances for future funding. Timeliness A final element to be monitored is the matter of timeliness. All applications must include a schedule for the expenditure of funds. If a project is found to be falling behind on expenditures, they are contacted regarding this problem to develop an adjusted timeline. The monitoring procedure itself is continually being evaluated for its ability to ensure project/program compliance. The success of this procedure can be measured by the fact that no surrender of funds has occurred during which these programs have been operated. CDBG Program Specific Requirements CDBG Funds Available for the Program Year: The CDBG Program is the main vehicle used to meet the objectives of the 5 -Year Consolidated Plan. The estimated 2012 allocation is $230,998.00. It is anticipated that the Housing Rehabilitation and First Time Homebuyer Loan Programs will generate program income during 2012. Any program income received will be used to cover expenses generated in an existing CDBG Program or activity and not just expenses related to the activity generating the income, as authorized by the City Council. The City of Plymouth anticipates receiving $40,000,00 in program income in 2012. The City of Plymouth anticipates that there will be $270,998,00 available in total funds for the 2012 fiscal year and approximately $240,500,00 of these funds will be directed to low and moderate income activities. This funding is broken down as follows: 2012 CDBG Allocation 230,998.00 Program hicome from repayment of deferred loans 40,000.00 Total 270,998.00 flctivities Planned with CDBG Funds: The following is a listing of CDBG activities recommended for funding by the PIymouth Housing and Redevelopment Authority (11RA) and approved by the Plymouth City Council for the 2011.program year. Details on the proposed activities follow in order of the specific objective/strategy number identified in the Consolidated Plan. The regulations stipulate that public service funding may not exceed 15 percent of the City's total allocation ($230,998,00), plus 13 15 percent of the previous year's program income ($25,000.00). For the 2012 program year, Plymouth cannot fund public service activities in excess of $38,399.00. Funding for public services totals 35,000.00, which is 13.7 percent of the 2012 allocation with program income, 5 Year Strategy ID M Project Activity Carried Over Funds Anticipated Program Income 2012 Budgeted Allocation Percent by Strategy 1.0 Affordable Housing Assist with development of 0.00 0.00 15,000.00 6.5% Development affordable rental/owner-occupied units 2.0 Rehab of Private Housing Rehabilitation Loan 10,000.00 20,000.00 150,498.00 65.2% Property Program 3.0 First Time First Time Homebuyer Loan 15,000.00 20,000.00 0.00 0% Homebuyer Program Assistance 6,0 Family Services CAPSH 0.00 0.00 12,000.00 5.2% 6.0 Family Services HOME Line 0.00 0.00 6,000.00 2.6% 6.0 Family Services PRISM Express 0.00 0.00 2,300.00 1.0% 7.0 Senior Services SCS 0.00 0.00 2,700.00 1.2% 8.0 Youth Services Family Hope Services 0.00 0.00 7,000.00 3.0% 8,0 Youth Services Point Northwest- YMCA 0.00 0.00 5,000.00 2.2% 11.0 Fair Housing Outreach education and 0.00 0.00 1,500.00 0.6% Activities enforcement activities in the Consortium Program Administration 0.00 0.00 29,000.00 12.5% Administration Total 25,000.00 40,000.00 230,998.00 100% Citizen Participation Plan The City of Plymouth is part of the Hennepin County Consortium, and therefore the City's Action Plan is part of the Hennepin County Consortium Action Plan, The City has a Citizen Participation Plan that mirrors Hennepin Co-Lmty's and other Consortium members Citizen Participation Plans, which calls for the Hennepin County Consortium Action Plan to be available for public comment 30 days prior its submission to HUD. In addition to public hearings conducted by the County Board, the City of Plymouth will hold a public hearing prior to the identification of annual projects and activities to be funded. This public hearing will take place before proposed projects and activities are submitted to Hennepin County for inclusion in the Annual Action Plan. The Plymouth Housing and Redevelopment Authority held their own public hearing on February 23, 2012 and asked the public to comment on the proposed activities. Notice of the public hearing was properly published in the official local newspaper. No public comment occurred at the public hearing nor did City staff receive any public comment before or after the public hearing. The City of Plymouth holds these public hearings at times and locations convenient to potential and actual beneficiaries. Information about public hearings can be accessed by calling City Hall or by assessing the City of Plymouth Web site. Technical assistance is provided to any group, representing very low and low-income persons that want to develop funding proposals for any of the programs covered by the Consolidated Plan. The City of Plymouth meets regularly with concerned agencies and groups to review and discuss affordable housing efforts and to identify ways in which the City of Plymouth can better serve the entire community with our resources including CDBG funding. 14 Agenda Number q -A4 PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY STAFF REPORT TO: Plymouth Housing and Redevelopment Authority FROM: Jim Barnes, Housing Programs Manager through Steve Juetten, Executive Director MEETING DATE: February 23, 2012 SUBJECT: Senior Buildings - Admissions and Occupancy Handbook and Lease updates BACKGROUND: As part of the operations of the HRA's two senior buildings, staff reviews the policies and lease agreement to ensure that they are current with today's laws and practices involving multi -family rental apartments. Staff, along with Grace Management has identified a number of changes in the Admissions and Occupancy Handbook and the lease for both buildings that should be updated. Attached you will find a redlined version of the proposed changes of the above mentioned documents. Admissions and Occupancy Handbooks The changes being recommended in the Admissions and Occupancy Handbook are more along the lines of cleaning up the documents and clarifying certain policies. Notable changes in the handbooks include the following Plymouth Towne Square Update the rent calculation percentage from 35% to 37% and the rent limits Increase the security deposit from $500 to $750 Increase the pet deposit from $100 to $250 and increase the weight limit from 20 to 25 pounds Vicksburg Crossin Increase the security deposit from $500 to $750 Increase the weight limit from 20 to 25 pounds Change the term "Market" Rate Unit to "Moderate" Rate Unit The rent calculation has been update in the manual to reflect the Boards 2011 change. The increase in the security deposit and the pet deposit is being proposed as a result of higher cost incurred to prepare units for new residents after the previous resident has moved out. We are recommending a change in the use of Market versus Moderate to better align our policies with Minnesota Statutes relating to HRA owned senior housing. Lease The lease has been updated to reflect current HRA policies and Minnesota laws. Most of the changes are not substantive. Staff did add additional Ianguage regarding possession of illegal substances and incorporated the HRA's no smoking policy. IMT11 219 1 Y121. Staff recommends that the Housing and Redevelopment Authority Board of Commissioners approve the recommended changes to the Admissions and Occupancy Handbook and Lease Agreement for Plymouth Towne Square and Vicksburg Crossing. ATTACHMENTS: 1. PTS Admissions and Occupancy IIandbook 2. VC Admissions and Occupancy Handbook 3. PTS Lease Agreement 4. VC Lease Agreement ADMISSION AND OCCUPANCY HANDBOOK FOR PLYMOUTH TOWNE SQUARE Plymouth, Minnesota JANUARY 12, 1994 Adopted Mare' 21, 4002 - Revised November 2003 Revised February 26 2012 Owned by Plymouth Housing and Redevelopment Authority Managed by Grace Management, .Inc. ADMISSION AND OCCUPANCY HANDBOOK FOR PLYMOUTH TOWNE SQUARE TABLE OF CONTENTS INTRODUCTION AND PURPOSE.......................................................................................... 41 APPLICATION PROCESS........................................................................................................ 21 PREFERENCES...................................................................................................................... 32 ELIGIBILITY REQUIREMENTS............................................................................................ 43 WAITINGLIST................................................................................................................... 54 INTERVIEWPROCESS............................................................................................................ H5 RENT DETERMINATIONS...................................................................................................... 76 OCCUPANCYSTANDARDS.................................................................................................... 97 SECURITYDEPOSITS.........................................................................................................T9 8 PETPOLICY..........................................................................................................................40 8 VERIFICATION REQUIREMENTS AND PROCEDURES ................................................. 429 INITIAL CERTIFICATION L3 10 ANNUAL RECERTIFICATION 4-3 10 INTERIM RECERTIFICATION 4 12 2 NIISREPRESENTATION 1-6 13 DEFINITIONS 1-7 14 INTRODUCTION AND PURPOSE The philosophy of Plymouth Towne Square (PTS) Retirement Community is to provide affordable housing to ekk-4y-personsh= ng in the City of Plymeu, Minti set ag 55 years and older. The Facility is owned by the Plymouth Housing and Redevelopment Authority (HRA) and subsidized by the taxpayers of Plymouth, Minnesota. Grace Management, Inc. has been contracted to provide management services. Plymouth Towne Square is located on Plymouth Boulevard, 2 blocks north of the Plymouth City Hall. It is a 99 -unit, 3 -story retirement community. The building has a community room with adjacent kitchen, activity room, library, exercise room, guest room, beauty shop and 68 -stall underground parking. THE PURPOSE OF THIS HANDBOOK IS TO PROVIDE POLICIES AND GUIDELINES FOR TOWNE SQUARE STAFF TO FOLLOW DURING THE ADMISSION AND OCCUPANCY PROCESS. STAFF ONLY AND NOT DISTRIBUTED TO THE RESIDENT COMMUN4T . All changes to these policies must be approved by the Plymouth Housing and Redevelopment Authority (HRA) Board of Directors and implemented by Grace Management, Inc. The Plymouth Housing and Redevelopment Authority, by written direction to the Heiisin Manager, may grant exceptions to these policies when justified by special circumstances. APPLICATION PROCESS The HRA may, from time to time, authorize the Manager to open applications for residency at PTS. Applications will be accepted only if there is an expectation that there may be a vacancy in the building within a reasonable time, and the waiting list has been reduced to the point that the Manager will not be able to fill vacant units from the current list. A written application is required for admission to Plymouth Towne Square or placement on the waiting list. The application includes f-amil r household characteristic information, preference information, source(s) and estimate(s) of anticipated annual income and assets, and screening information (prior landlords and credit history). Persons who wish to receive an application for occupancy may call or write to Plymouth Towne Square and request an application be sent to there. All applications will include the following: Introductory Letter Application Self-addressed Return Envelope (not stamped) 2 Applications will be returned to: Plymouth Towne Square Attn: Manager 15500-37'h Avenue North Plymouth, MN 55447 A Returned applications will be date stamped as they are received. Applications that are not completed in full will be returned to the sender with a letter stating where it is incomplete. Staff will not process incomplete applications. The Manager will conduct an initial review of the application to determine if the applicant qualifies for Plymouth Towne Square. If an applicant DOES NOT qualify for housing, they will be notified in writing the reason for ineligibility. If an applicant DOES qualify for housing he/she shall be assigned a place on the waiting list based on the date and time of receipt of the application and the following preferences: 3 I PREFERENCES: 1. Applicant is 62 years of age or older and a resident of Plymouth that meets the low I income limits established by the HRA-_ 2. Immediate Family live in Plymouth and applicant is 62 years or older and meets the low income limits as established by the HRA. 3. Applicant is between 55 and 61 years old and a resident of Plymouth and meets the low income limits as established by the HRA4neemie. 4. Immediate Family live in Plymouth and applicant is between 55 and 61 years old and I meets the low income limits as established by the HRA.Meafne 15. Other applicants at least 55 years of age. Plymouth Towne Square complies with all Federal, State and local Fair Housing and Civil Rights Laws. Plymouth Towne Square is an equal opportunity community and will not discriminate based on race, color, creed, religion, sex, national origin, age, family status or handicap. Civil Rights laws and equal opportunity requirements cover application intake, resident selection and unit assignment. 0 ELIGIBILITY REQUIREMENTS Plymouth Towne Square is open to all individuals whose Head of Household or Spouse is at least 55 years and older regardless of income. However, preference will be given to those individuals e&eand families whose Head of Household or Spouse is at least 62 years or older, Annual Income falls below the Low Income limits or is a resident of the City of Plymouth. All household members must be at least 55 years of age at the time of ocgUpcX Ineligibility Applicants determined to be ineligible shall be notified by letter within 30 days of the determination by the Manager. The letter shall state the reason the applicant is ineligible, and that the applicant has the right within a reasonable time (specified in the letter) to request a review by the HRA's Housing Program Manager. If, after the review, it is determined that the applicant is still ineligible, the applicant shall be so notified in writing. An applicant may be ineligible for participation in the Plymouth HRA's senior affordable housing program if the applicant or another member of the fafifil fhousehold: I . Does not age qualify. 2. Was evicted for nonpayment of his/her share of rent or for damages done to a unit somewhere else and the court required payment was not made by applicant; or, 3. Has engaged in conduct at previously leased premises which: a. resulted in physical injury to other residents or other residents' guests, b. endangered the life, safety and welfare of other residents or other residents' guest, or, C. caused substantial and extraordinary damage to the leased premises or the property of other residents or other residents' guests on the leased premises. 4. Has committed drug-related criminal activity, or violent criminal activity. 5. Has committed bribery, fraud or any other corrupt or criminal act in connection with any federal, state or local housing program. WAITING LIST Applicants will be notified by mail an by telephone when a suitable unit becomes available. The Manager will offer a vacant unit to the first applicant on the waiting list qualified for the size of unit available, based on the time and date of the application and in order of the preference, if any, for which the applicant qualifies.Tewne Mann egmentwilldocumenttheday, time and type of communications used in the effort to reach the applicant and notify him/her of the available unit. When an applicant has refused the offer of a unit, it will be documented. If any eligible applicant refuses three times, they will be removed froninoved to the bottom of the waiting list. Any mailings to the applicant which require a response will state that failure to respond within ten days will result in the applicant's name being dropped from the waiting list. An extension of ten days to respond will be granted, if requested and needed as a reasonable accommodation for a person with a disability. If an applicant fails to respond to a mailing from PTS, the applicant will be removed from the waiting list. If the applicant did not respond to the PTS request for information or updates because of a family member's disability, the Manager will reinstate the applicant in the applicant's former position on the waiting list. If a letter is returned by the Post Office without a forwarding address, the applicant will be removed without farther notice and the envelope and letter will be maintained in the file. If a letter is returned with a forwarding address, it will be re -mailed to the address indicated. If an applicant is removed from the waiting list for failure to respond, they will not be entitled to reinstatement unless the Manager determines there were extenuating circumstances beyond the person's control. The Waiting List will be purged not more than one time each year by a mailing to all applicants to ensure that the waiting list is current and accurate. The mailing will ask for confirmation of continued interest. Once the updating is complete, applicants will be notified in writing of their new position on the waiting list. It is the responsibility of the applicant to notify Towne Square of any address and phone changes. I on INTERVIEW PROCESS When an appropriate unit will be available in the near future, the Manager will interview the applicant and obtain current information about the family's circumstances. The Manager may ask applicants to bring certain records and documents to the certification interview. At the interview, the Manager will: A. Confirm and update all information on the application. B. Explain program requirements, verification procedures and penalties for false information. C. Confirm through appropriate documentation the age of the applicant(s). ED. Review the financial information on the application and specifically ask Applicant whether any member of the household: 1. Receives the types of incomes listed under income definition and if the applicant is receiving a form of income not reported on the application, ask the applicant about the source of income and document the applicant's response in the file. 2. Has any assets. D -.E. Ask the applicant(s) to sign the release of information consent portion of any verification request used for them. F. Require the Rand of Neusehold an&ef SpewseapRlicant(s) to give a written certification as to whether hey did/did not dispose of any assets for less than fair market value during the two years preceding the effective date of the certificationhecertification. The certification will include a list of all assets disposed of for less than fair market value, the dates disposed, the amount received, and the asset's market value at the time of disposition. F.Q.-Require the applicants) to disclose and document all social security numbers or execute a certification when a social security number has not been assigned. FSH. Tell the rya lid cant that a final decision on eligibility cannot be made until all verifications are complete. ISI. Inform the familyapplicant that Federal laws prohibit Plymouth Towne Square from discriminating against individuals with handicaps. In summary, Pl, rni Towne Square has the responsibility for making reasonable accommodations in policies, providing auxiliary aids, making units and facilities accessible and permitting handicapped persons to use assistive animals when they provide Applicant with equal housing opportunities. 7 1 -1-. J. Inform applicants of housing rules and amenities. RENT DETERNUNATIONS The amount payable monthly by the 1yHousehold as rent to the Housing and Redevelopment Authority (HRA) is determined by their Annual Income. In all cases, Residents are responsible for their phone and electric bill and garage rental in addition to their monthly rent charge. All &Ei4iesResidents shall pay at least the minimum monthly rent for their units or X37% of their adjusted monthly income for their rent and utilities, whichever is greater, up to the full market rent. Unit Size 1 BR 2 BR Garage Rental Minimum Rent W0380 399510 3945 Above figures are subject to change. Computation of Annual Income: Utility Allowance M28 3337 Full Market Rent 918 8&)1178 1. All payments from all sources received by the 4mily Head ousehold-(even4f ineluded in gie af.,Faal ineeme of f fffnil (See ANNUAL INCOME definition) 2. If circumstances arise where it is not feasible to anticipate a level of income over a 12 month period, a shorter period may be used, but subject to a recertification at the end of such period. The HRA reserves the right to adjust rents based on building operating expenses and overhead and annual changes in median income for the Mpls/St. Paul metropolitan area, as determined by HUD from time to time. G9 OCCUPANCY STANDARDS The Manager will take into account the need to avoid overcrowding with the need to make the best use of available space and to avoid unnecessary subsidy, the number of persons in the household, and the relationship and sex of those persons. Typically, unit determination will be as follows: 1. Single applicants would have their choice of one -bedroom units, as available. 2. Married applicants would have their choice of one or two bedroom(s) units, as available. 3. Two unrelated or related (siblings) adults and persons of the opposite sex may occupy a two-bedroom unit. 4. Single applicants may be allowed to occupy a two-bedroom unit if a written certification that a one -bedroom unit is insufficient to meet the medical needs of the resident and a larger unit is necessary mustbeis obtained from a reliable, knowledgeable professional. Justification for the larger unit must also be provided. Assignment of a larger size unit is only to be made at initial occupancy or annual recertification. TheHoe g Manager will consider the following guidelines when determining appropriate unit sizes: 1. Every household member is listed on the application is to be counted. 2. No more than two persons can occupy a bedroom. 3. Unrelated and related adults and persons of the opposite sex may occupy separate bedrooms. 4. Plymouth Towne Square will not provide bedrooms for permanently institutionalized family members. 5. Egae4i teApri!1,2tTf the number of occupants in a two-bedroom unit is less than two and this situation is considered to be permanent and not medically necessary, the resident must do one of the following: Find another "qualified" resident to move in with them. Move to the next available one -bedroom unit. Remain in the two-bedroom unit, but pay full rent thus receive no subsides 10 The Manager shall create and maintain a list of single occupants of two-bedroom units. Available one -bedroom units shall be offered to the residents on the list in the following preference order: a. Residents who indicate in writing their willingness to move to a one -bedroom unit, in the order that requests are received by the Manager. b. All other single occupants of two-bedroom units in an order determined by lottery. A resident offered a one -bedroom unit shall have no more than 60 days to complete their move to the new unit, and shall cooperate with the manager to allow the occupancy of their current unit as soon as possible to avoid prolonged vacancies in the building. Residents requested to move under this policy shall be permitted to refuse the offer of a one - bedroom unit, provided that another resident on the list is willing to move to the unit. If the list has been exhausted, and the resident still refuses to move, any rent subsidy shall be terminated and rent shall be adjusted to full market rent ateffective with the next onth's rent 4iy Hent. Single residents moving voluntarily from two-bedroom to one -bedroom units shall be eligible for assistance from PTS for their incidental moving expenses such as utility hook-up charges. Request for payment of such expenses shall be accompanied by copies of bills or receipts for expenses paid, and paid by the Manager subject to the limitations of the approved PTS budget. Staff shall also provide reasonable assistance from caretakers and/or equipment to facilitate such moves. Security Deposits: Prior to occupancy a Security Deposit will be collected. The Security Deposit will be $MG750. At the termination of the Lease, Management may keep all or part of the Security Deposit for (a) damage to the apartment beyond ordinary wear and tear from careful use and (b) for the rent or other money owed to Management under an agreement. Interest shall be earned on the Security Deposit at the going rate and returned to the resident within (30) days after move -out. Pet Policy: Pets will be allowed in Plymouth Towne Square if the following criteria are met: Applicant owns pet prior to application to Plymouth Towne Square. Management requires a pet lease be signed and a separate pet deposit of $4-00200 be paid prior to move -in. 11 One pet per apartment. Pets may not exceed 2-925 pounds. All pets must be neutered or spayed and provide verification animal is Lip to date on all vaccinations including rabies before moving into the apartment. The-P, Pet must be ,,.,ffie, or eaft don a leash at all times when out of the apartment and never allowed to freely roam the interior and exterior of the premises, nor shall i pet be allowed to enter the indoor or outdoor amenities. The pet must be leashed at times whi4e e:fftside o the premises. Residents must immediately clean-up after their pet. Upon lease renewal, all owners shall be required to re -register their pets and update all pet information such as verification of shots and weight. All updated information shall be retained in the resident's file. 12 If there are more than 3 violations or complaints, the resident will be ,asked -to remove the pet from the property VERIFICATION REQUIREMENTS AND PROCEDURES The Housin Manager will verify all income, expenses, assets, household characteristics and circumstances that affect eligibility or resident rent. All verifications must be documented in the applicant/resident file. Four methods of verification are acceptable, They are, in order of acceptability: A. R C.C. Review of documents (such as bank statements, award letters, pay stubs, w-2 forms, tax returns, receipts etc.) GD. Third-Partv Written E. Third -Partv Oral D. Certification/—Self-Declaration. (a notarized statement from the resident, only accepted when third party verifications or review of documents is not possible.) Verifications are to be date stamped when received and are valid for 90 days from the date of receipt by Plymouth Towne Square. For the next 30 days, management may update the verifications, orally with the source. If verifications are more than 120 days old, new written verification must be obtained. Time limits do not apply to information that does not need to be reverified (age, handicap/disability status, birth certificate). For interim recertification, only those factors that have changed must be reverified, even if the previous verifications are more than 120 days old. INITIAL CERTIFICATION A. Applicants signature is an acceptable form of certification for family composition and current residence. B. All earned income shall be verified at the time of admission or annual recertification through employers, W-2 forms, annual federal income tax forms, check stubs or other means to assure accuracy. 13 C. Assets shall be verified by cgs account passb statements and other phetestatio ff ear -be copies of documents in the applicant's possession, which substantiate his/her statements. (United States Treasury checks will not be photocopied). D. Unearned incomes shall be verified by viewing checks, certificates of award or other means to assure accuracy. E. Applicants shall be required to furnish proof of their statements when required by the Flee4ng-Manager to reasonably assure accuracy. F. All determinations shall be fully documented in the applicant's file. 1 G. The following statements will also be verified and documented in D ^rt° -sanplicanfs file: 1. Age of family members and Social Security numbers. 2. Criteria providing the basis for denial of eligibility. ANNUAL RECERTIFICATION All residents paying less than full market rent shall have their incomes recertified annually. Recertification of the family's composition, income, and medical expenses incurred by the famil Household shall be conducted by the Housing Manager. At that time, the amount of r-esidei4entResident Rent will be .reviewed. Generally the recertification effective date should be the anniversary of the first day of the month Resident was admitted to the project. For example: Resident was admitted March 12, 2010 Recertification effective date is March' e fthe fellew inn = eafl, 2011 1 Timely completion of recertification processing requires that management: Maintain a tracking system to identify residents to be recertified and monitor completion of all required activities. Notify Resident 45 6075-90 days prior to the effective date that the recertification is due. Interview Resident and obtain information on income, assets, family composition and allowances. Verify all information in accordance to guidelines. Calculate Resident's rent. 14 Provide written notice of any changes in rent resulting from recertification (at least 30 days notice for increase). Recertification Notices to Residents Initial notice of recertification is sent 45-6075-90 days in advance of the recertification anniversary. The notice should state that Resident has to contact the office, the office hours, what is to be brought to the interview and who should be contacted to make the appointment. Follow -Up Notice is sent within approximately 30 days of the initial notice to residents who have not responded. The follow-up notice contains the same information as the initial notice and must state that if Resident does not respond by the I Oth of the month preceding the recertification effective date, their subsidy may be terminated and their rent may be increased to the full market rate on the recertification effective date. Final Notice of Intent to Terminate Assistance is given on the first of the month preceding the effective date to residents who have not yet responded. The Notice must state that Resident has 10 days to respond. If Resident does not respond within those ten days, the rent shall be increased to market rate effective on the recertification effective date with no 30 day notice of increase. Example: Recertification Effective Date September 1 Initial Notice June 1 Follow -Up Notice July 1 Final Notice of Intent August 1 Assistance Terminated August 11 Market Rate Rent begins September 1 New Resident Rent and Payment A. Once resident rent is established, the rate shall remain in effect until the next annual recertification or until circumstances occur that warrant a special rent and income review (interim certification). Residents are to be notified in writing of any change in rent resulting from a rent review. A. An increase in rent requires a 30 day written notice to Resident. B, A decrease is effective on the next Rentrent payment. Plymouth Towne Square will maintain all certification/recertification documentation of all verification efforts for at least three years after the effective date of the certification/recertification. INTERIM RECERTIFICATION 15 Residents are required to immediately report the following changes: A. Any household member moves in or out of the unit. B. The household's income cumulatively increases or decreases by approximately 4920% or more per month. G. Management must process an interim recertification if Resident reports 1) a change in household composition, 2) an increase in income or assets, 3) an increase in medical expenses, 4) decrease in income. Management may refuse to process an interim recertification when Resident reports a decrease in income if the decrease will last less than one month or the decrease was caused by deliberate action of Resident. The following steps are to be used in processing interim recertification: A. Interview Resident to obtain new information on household composition, income, assets, and allowance. B. Verify only those factors that have changed since or were not verified at the last recertification. C. Calculate new resident rent. D. Send written notice to Resident of rent payment changes and their effective date as follows: 1. For rent increase: first day of the month following the required 30 day advance notice. 2. For rent decreases: first day of the month following the date of the change. If Resident does not comply with interim reporting procedures, Manager will notify Resident, in writing, of the need to recertify, giving 10 calendar days to respond-. If Resident does not respond, the Manager will require Resident to pay market rate rent at the next rent period. As soon as the required information is provided, reduce the rent to previous level, effective the next month. 16 MISREPRESENTATION Applicants and Residents are to be notified in writing of any misrepresentations or lease violations revealed through the annual recertification or other occurrences and any other corrective action required by the Plymouth Housing and Redevelopment Authority. If Resident misrepresentations, at the time of admission, annual reexamination, or rent review, cause a family to pay a lower rent than called for, Resident will be required to pay the differences between the rent paid and what should have been paid. Any attempt by Resident to willfully defraud the City of Plymouth or Plymouth HRA will result in an investigation and disposition as needed. 17 DEFINITIONS Adjusted Income: Annual Income less Medical Expenses in excess of three percent of Annual Income for any Family (refer to definition). Annual Income: A. Annual Income is the anticipated total income from all sources received by all Family members, including net income derived from assets, for the 12 month period following the effective date of initial determination or reexamination of income, exclusive of income that is temporary, nonrecurring or sporadic. B. Annual Income includes, but is not limited to: 1) The full amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips and bonuses, and other compensation for personal services; 2) The net income from operation of a business or profession for this purpose, expenditures for business expansion or amortization of capital indebtedness and an allowance for depreciation of capital assets shall not be deducted to determine net income from a business and certain other expenses may require documentation beyond what is included in a tax_return); 3) Interest, dividends, and other net income of any kind from real or personal property (for this purpose, expenditures for amortization of capital indebtedness and an allowance for depreciation of capital assets shall not be deducted to determine the net income from real or personal property). Where the Family has Net Family Assets in excess of 5,000 Annual Income shall include the greater of the actual income derived from all Net Family Assets or five percent of the value of such net family Assets 4) The full amount of periodic payments received from social security, annuities, insurance policies, retirement funds, pensions, disability or death benefits, and other similar types of periodic receipts, including a lump -sum payment for the delayed start of a periodic payment; 5) Payments in lieu of earnings, such as unemployment and disability compensation, worker's compensation and severance pay; 6) Welfare Assistance. If the Welfare Assistance payment includes an amount specifically designated for shelter and utilities that is subject to adjustment by the Welfare Assistance agency in accordance with the actual cost of shelter and utilities, the amount of Welfare Assistance income to be included as income shall consist of. a. The amount of the allowance or grant exclusive of the amount specifically designated for shelter or utilities, plus, b. The maximum amount the Welfare Assistance agency could in fact allow the Family for shelter and utilities. If the Family's Welfare Assistance is notably reduced from the standard of need by applying a percentage, the amount calculated under this paragraph bill shall be the amount resulting from one application of the percentage; 7) Periodic and determinable allowance and regular contributions and gifts received from persons not residing in the dwelling. 8) Any earned income tax credit to the extent it exceeds income tax liability; Annual Income does not include: Temporary, nonrecurring or sporadic income such as the following; 1) Casual, sporadic or irregular gifts; Amounts that are specifically received for, or in reimbursementof the cost of Medical Expenses; Lump - sum additions to family assets, such as inheritances, insurance payments (including payments under health and accident insurance and worker's compensation), capital gains, and settlement for personal or property losses; 2) Amount of educational scholarships paid directly to the student or to the educational institution, and amounts paid by the Government to a veteran for use in meeting the costs of tuition, fees, books, and equipment. Any amounts of such scholarships, or payments to veterans, not used for the purposes that are available for subsistence are to be included in income; 19 3) Groceries received as a gift on a regular basis. Assistance Pa mentlSubsid Payment: The difference between full market rent and tenant rent. Effective Date: The "effective date" of a certification or recertification refers to (1) in the case of an initial certification for admission, the effective date of initial occupancy, and (2) in the case of recertification of an existing resident, the effective date of the redetermined Total Resident Rent, generally the anniversary of the first day of the month the resident was admitted to the project. Household: A family whose Head of Household e - and Spouse or a single person is at least 55 years of age or older. Head of Household: The Head of Household is the person who assumes legal and financial responsibility for the household. Housing and RedeveloRment Authority (HRA): This is the Plymouth Housing Authority which has decision making authority as to changes or modifications in the Admission and Occupancy Handbook for Plymouth Towne Square. This agency is under the direction of five commissioners appointed by the Plymouth City Council. The agency itself is staffed by City employees. The agency staff head is the Executive Director of the HIAA. Manager: The person hired by the Plymouth HRA or its management consultant, to manage the day-to-day operations of Plymouth Towne Square. This person will have an office in the housing project and will approve applicants based on the HRA's preference criteria and other regulations outlined in this document. Immediate -Family: Includes brothers, sisters, children, grandchildren, nieces and nephews. Low Income: A Family whose Annual Income does not exceed 8950 percent of median income for the area, as determined and amended from time to time by the Department of Housing and Urban Development (HUD) with adjustments for smaller and larger families. 20 OWN Household: A family whose Head of Household e - and Spouse or a single person is at least 55 years of age or older. Head of Household: The Head of Household is the person who assumes legal and financial responsibility for the household. Housing and RedeveloRment Authority (HRA): This is the Plymouth Housing Authority which has decision making authority as to changes or modifications in the Admission and Occupancy Handbook for Plymouth Towne Square. This agency is under the direction of five commissioners appointed by the Plymouth City Council. The agency itself is staffed by City employees. The agency staff head is the Executive Director of the HIAA. Manager: The person hired by the Plymouth HRA or its management consultant, to manage the day-to-day operations of Plymouth Towne Square. This person will have an office in the housing project and will approve applicants based on the HRA's preference criteria and other regulations outlined in this document. Immediate -Family: Includes brothers, sisters, children, grandchildren, nieces and nephews. Low Income: A Family whose Annual Income does not exceed 8950 percent of median income for the area, as determined and amended from time to time by the Department of Housing and Urban Development (HUD) with adjustments for smaller and larger families. 20 Medical Expenses: Those medical out-of-pocket expenses, including medical insurance premiums, that are anticipated during the period for which Annual Income is computed and are not covered by an outside source, such as insurance. The amount allowable as a deduction is the amount that exceeds three percent of annual income, as defined below). A. If the household is eligible for a medical expense deduction, the medical expenses of all family members residing at Plymouth Towne Square are counted. B. Medical expenses include all expenses anticipated to be incurred during the 12 months following certification/recertification which are not covered by an outside source, such as insurance. They may include: 1) Services of doctor and health care professionals; 2) Services of health care facilities; 3) Medical insurance premiums; 4) Prescription/ over the counter as prescribed by a Doctor's written order) medicines; 5) Transportation to treatment; 6) Dental expenses-t1- 7) xpenses:; 7) Eyeglasses, bearing aids, batteries; S) Live-in or periodic medical assistance; 9) Monthly payment on accumulated medical bills; and I0) Reserved C. Medical expenses shall not include personal care items, products or services not considered eligible for medical expense deductions by the IRS. One-time, non-recurrin5z expenses fiom the previous year shall not be included when estimating medical expenses for the next .' Monthly Adjusted Income: One -twelfth of Adjusted Income. 21 Net Household Assets: With respect to any person or familyhousehold, the aggregate market value of all assets which are owned by such person or fianilyhousehold or by any entity which is related to such person or famyhousehold, including but not limited to cash, securities, accounts receivable, chattel paper and other intangibles, and other real property of any nature whatsoever, less the aggregate amount of liabilities of such person, family or other entity. In determining Net FamilyHousehold Assets, staff shall include the value of any assets disposed of by an applicant or resident for less than fair market value (including a disposition in trust, but noting a foreclosure or bankruptcy sale) during the two years preceding the date of application for the program or recertification, as applicable, in excess of the consideration received thereof. In the case of a disposition as part of a separation or divorce settlement, the disposition will not be considered to be for less than fair market value if the applicant or resident receives important consideration not measurable in dollar terms. Rent, Full Market: The full market rent for the unit, which shall be determined by the Plymouth HRA, less utility allowances, and approved by the Plymouth HRA from time to time. Resident: Person(s) named on the lease for a given unit. Resident of Plymouth: Persons or families who have lived in Plymouth for at least 12 months shall be deemed to be a Plymouth resident. Resident Rent: The amount payable monthly by the FaffiflyResident as rent to the Housing and Redevelopment Authority (HRA), based on the minimum rent or 3-537% of adjusted monthly income for rent and utilities, whichever is greater, up to the full market rent. In all cases, residents are responsible for their phone and electric bill and garage rental (optional) in addition to their monthly rent charge. Spouse: The husband or wife or partner of the Head of Household. Subsidy/Assistance Payment: The difference between full market rent and tenant rent. Welfare Assistance: Welfare or other payments to families or individuals, based on need, that are made under programs funded, separately or jointly, by federal, state or local governments. 22 E O:IHOUSINGIHRAICONVLNIPTS A & O Haxsdbook 2092 ..r........opy _ 22003 draft.doc 23 ADMISSION AND OCCUPANCY HANDBOOK FOR VICKSBURG CROSSING Plymouth, Minnesota June 24, 2008 Revised 2-26-12 Owned by Plymouth Housing and Redevelopment Authority Managed by Grace Management, Inc. ADMISSION AND OCCUPANCY HANDBOOK FOR VICKSBURG CROSSING TABLE OF CONTENTS I INTRODUCTION AND PURPOSE..........................................................................................1 APPLICATIONPROCESS........................................................................................................ 2 PREFERENCES...................................................................................................................... 32 ELIGIBILITY REQUIREMENTS............................................................................................ 4 WAITINGLIST........................................................................................................................... 5 INTERVIEW PROCESS............................................................................................................ 6 I RENT DETERMINATIONS...................................................................................................... 7 OCCUPANCY STANDARDS.................................................................................................... 8 SECURITY DEPOSITS......................................................................................................... 8 PETPOLICY.......................................................................................................................... 9 VERIFICATION REQUIREMENTS AND PROCEDURES.................................................10 INITIAL CERTIFICATION.................................................................................................10 ANNUAL RECERTIFICATION ..........................................................................................11 L TERPA RECE 44 CATION ii MISREPRESENTATION...........................................................................................................13 DEFINITIONS.............................................................................................................................14 2 INTRODUCTION AND PURPOSE The philosophy of Vicksburg Crossing Retirement Community is to provide decent, safe, and affordable housing to persons age 55 years and older. The Facility is owned by the Plymouth Housing and Redevelopment Authority (HRA). Grace Management, Inc. has been contracted to provide management services. Vicksburg Crossing is located at the southwest corner of Highway 55 and Vicksburg Lane. It is a 96 -unit, 4 -story retirement community. The building has a community room with adjacent kitchen, a library/computer center and a guest suite. There are 70- underground parking spaces. THE PURPOSE OF THIS HANDBOOK IS TO PROVIDE POLICIES AND GUIDELINES FOR THE MANAGEMENT COMPANY AND STAFF TO FOLLOW DURING THE ADMISSION AND OCCUPANCY PROCESS. . All changes to these policies must be approved by the Plymouth Housing and Redevelopment Authority (HRA) Board of Commissioners and implemented by the Management Company. The Plymouth Housing and Redevelopment Authority, by written direction to the Manager, may grant exceptions to these policies when justified by special circumstances. APPLICATION PROCESS The HRA may, from time to time, authorize the Manager to open applications for residency at Vicksburg Crossing. Applications will be accepted only if there is an expectation that there may be a vacancy in the building within a reasonable time, and the waiting list has been reduced to the point that the Manager will not be able to fill vacant units from the current list. A written application is required for admission to Vicksburg Crossing or placement on the waiting list. The application includes household characteristic information, preference information, source(s) and estimate(s) of anticipated annual income and assets, and screening information (prior landlords and credit history). Persons who wish to receive an application for occupancy may call or write to Vicksburg Crossing and request an application be sent to them. All applications will include the following: Introductory Letter Application Marketing Brochure Applications will be returned to: Vicksburg Crossing Attn: Manager 3155 Vicksburg Lane Plymouth, MN 55447 Returned applications will be date stamped as they are received. Applications that are not completed in full will be returned to the sender with a letter stating where it is incomplete. Staff will not process incomplete applications. The Manager will conduct an initial review of the application to determine if the applicant qualifies. If an applicant DOES NOT qualify for housing, they will be notified in writing the reason for ineligibility. If an applicant DOES qualify for housing he/she shall be assigned a place on the waiting list based on the date and time of receipt of the application and the following preferences: MA Kg'FMODERATE RATE AND AFFORDABLE UNIT PREFERENCES: 1. Applicant is at least 55 years of age and a resident of Plymouth. 2. Immediate Family live in Plymouth and applicant is at least 55 years of age. 3. Other applicants at least 55 years of age. 2 The Plymouth HRA complies with all Federal, State and local Fair Housing and Civil Rights Laws. Vicksburg Crossing is an equal opportunity community and will not discriminate based on race, color, creed, religion, sex, national origin, age, family status or handicap. Civil Rights laws and equal opportunity requirements cover application intake, resident selection and unit assignment. I ELIGIBILITY REQUIREMENTS Vicksburg Crossing is open to all individuals whose Head of Household or spouse is at least 55 years and older regardless of income. However, for the Qualified Affordable Units, preference will be given to those individuals and families whose Gross Annual Income is at or below 50% of the area median income and is a resident of the City of Plymouth. All household members must be at least 55 years of age at the time of occupancy. Ineligibility Applicants determined to be ineligible shall be notified by letter within 30 days of the determination by the Manager. The letter shall state the reason the applicant is ineligible, and that the applicant has the right within a reasonable time (specified in the letter) to request a review by the HRA's Housing Program Manager. If, after the review, it is determined that the applicant is still ineligible, the applicant shall be so notified in writing. An applicant may be ineligible if the applicant or another member of the household: I. Does not age qualify. 2. Was evicted for nonpayment of his/her share of rent or for damages done to a unit somewhere else and the court required payment was not made by applicant; or, 3. Has engaged in conduct at previously leased premises which: a. resulted in physical injury to other residents or other residents' guests, b. endangered the life, safety and welfare of other residents or other residents' guest, or, C. caused substantial and extraordinary damage to the leased premises or the property of other residents or other residents' guests on the leased premises. 4. Has committed drug-related criminal activity, or violent criminal activity. Has committed bribery, fraud or any other corrupt or criminal act in connection with any federal, state or local housing program. WAITING LIST Applicants will be notified by mail and by telephone when a suitable unit becomes available. The Manager will offer a vacant unit to the first applicant on the waiting list based on the time and date of the application and in order of the preference, if any, for which the applicant qualifies. Management will document the day, time and type of communications used in the effort to reach the applicant and notify him/her of the available unit. When an applicant has refused the offer of a unit, it will be documented. If any eligible applicant for a qualified affordable unit refuses three times, they will be removed from the waiting list. Any mailings to the applicant which require a response will state that failure to respond within ten days will result in the applicant's name being dropped from the waiting list. An extension of ten days to respond will be granted, if requested and needed as a reasonable accommodation for a person with a disability. If an applicant fails to respond to a mailing, the applicant will be removed from the waiting list. If the applicant did not respond to the request for information or updates because of a family member's disability, the Manager will reinstate the applicant in the applicant's former position on the waiting list. If a letter is returned by the Post Office without a forwarding address, the applicant will be removed without further notice and the envelope and letter will be maintained in the file for a period of one year. If a letter is returned with a forwarding address, it will be re -mailed to the address indicated. If an applicant is removed from the waiting list for failure to respond, they will not be entitled to reinstatement unless the Manager determines there were extenuating circumstances beyond the person's control. The Waiting List will be purged not more than one time each year by a mailing to all applicants to ensure that the waiting list is current and accurate, The mailing will ask for confirmation of continued interest. Once the updating is complete, applicants will be notified in writing of their new position on the waiting list. It is the responsibility of the applicant to notify the Management Company of any address and phone changes. INTERVIEW PROCESS When an appropriate unit will be available in the near future, the Manager will interview the applicant and obtain current information about the family's circumstances. The Manager may ask applicants to bring certain records and documents to the certification interview. At the interview, the Manager will: A. Confirm and update all information on the application. B. Explain occupancy requirements, verification procedures and penalties for false information. C. Confirm through appropriate documentation the age of the applicant(s). D. Review the financial information on the application and specifically ask Applicant whether any member of the household: 1. Receives the types of incomes listed under income definition and if the applicant is receiving a form of income not reported on the application, ask the applicant about the source of income and document the applicant's response in the file. 2. Has any assets. E. Ask the applicant(s) to sign the release of information consent portion of any verification request used for them. F. Require the applicant(s) to give a written certification as to whether they did/did not dispose of any assets•for less than fair market value during the two years preceding the effective date of the certification/recertification. The certification will include a list of all assets disposed of for less than fair market value, the dates disposed, the amount received, and the asset's market value at the time of disposition. G. Require the applicant(s) to disclose and document all social security numbers or execute a certification when a social security number has not been assigned. H. Tell the applicant that a final decision on eligibility cannot be made until all verifications are complete. I. Inform the applicant that Federal laws prohibit the HRA from discriminating against individuals with handicaps. In summary, HRA has the responsibility for making reasonable accommodations in policies, providing auxiliary aids, making units and facilities accessible and permitting handicapped persons to use assistive animals when they provide Applicant with equal housing opportunities. J. Inform applicants of housing rules and amenities. 2 RENT DETERMINATIONS The amount payable monthly by the Household as rent to the Housing and Redevelopment Authority (HRA) is determined by the HRA. In all cases, Residents are responsible for their telephone, cable/satellite, electric bill and garage rental (if applicable) in addition to their monthly rent charge. I MafketModerate Rate Units The rent for the M-aAc-etModerate Rate Units will be determined based on the market conditions for the area. In setting these rents, the HRA will evaluate the annual rent survey, current vacancy rates and operating costs. 7 OCCUPANCY STANDARDS N4arketModerate Rate Units: There is no minimum number of residents permitted in a MaAwtModerate Rate Unit. There shall be no more than two persons occupying a bedroom. Qualified Affordable Units: The Manager will take into account the need to avoid overcrowding with the need to make the best use of available space and to avoid unnecessary subsidy, the number of persons in the household, and the relationship and sex of those persons. Typically, unit determination will be as follows: 1. One and two person households would have their choice of one -bedroom units, as available. There shall be no more than two persons occupying a bedroom. The Manager will consider the following guidelines when determining appropriate unit sizes: 1. Every household member is listed on the application is to be counted. 2. No more than two persons can occupy a bedroom. 3. Unrelated and related adults and persons of the opposite sex may occupy separate bedrooms. 4. The Plymouth HRA will not provide bedrooms for permanently institutionalized family members. Security Deposits: Prior to occupancy a Security Deposit will be collected. The Security Deposit will be $3.00750. At the termination of the Lease, Management may keep all or part of the Security Deposit for (a) damage to the apartment beyond ordinary wear and tear from careful use and (b) for the rent or other money owed to Management under an agreement. Interest shall be earned on the Security Deposit at the going rate and returned to the resident within (30) days after move -out. 0 Pet Policy: Pets will be allowed in Vicksburg Crossing if the following criteria are met: Management requires a separate pet deposit of $250 be paid prior to move -in. No more than 1 dog or 2 cats per apartment. Pets may not exceed 2925 pounds. All pets must be neutered or spayed and provide verification animal is un to date on all vaccinations, includingrabiesabies before moving into the apartment. Pet must be on a leash at all times when out of the apartment and never allowed to freely roam the interior and exterior of the premises, nor shall pet be allowed to enter the indoor or outdoor amenities. Residents must immediately clean-up after their pet. Upon lease renewal, all owners may be required to re -register their pets and update all pet information such as verification of shots and weight. All updated information shall be retained in the resident's file. if there are more than 3 violations or complaints, the resident will be asked to remove the pet from the property. Z VERIFICATION REQUIREMENTS AND PROCEDURES The Manager will verify all income, expenses, assets, household characteristics and circumstances that affect eligibility or resident rent. All verifications must be documented in the applicant/resident file. Four methods of verification are acceptable. They are, in order of acceptability: A. Review of documents (such as bank statements, award letters, pay stubs, w-2 forms, tax returns, receipts etc.) B. Third Party Written C. Third -Party Oral D. Certification/ SelfDeclaration. (a notarized statement from the resident, only accepted when third party verifications or review of documents is not possible.) Verifications are to be date stamped when received and are valid for 90 days from the date of receipt by the Management. For the next 30 days, management may update the verifications, orally with the source. If verifications are more than 120 days old, new written verification must be obtained. Time limits do not apply to information that does not need to be re -verified (age, handicap/disability status, birth certificate). For interim recertification, only those factors that have changed must be re -verified, even if the previous verifications are more than 120 days old. INITIAL CERTIFICATION A. Applicants' signature is an acceptable form of certification for family composition and current residence. B. All earned income shall be verified at the time of admission or annual recertification through employers, W-2 forms, annual federal income tax forms, check stubs or other means to assure accuracy. C. Assets shall be verified by financial institutions' statements and copies of documents in the applicant's possession, which substantiate his/her statements. (United States Treasury checks will not be photocopied). D. Unearned incomes shall be verified by viewing checks, certificates of award or other means to assure accuracy. E. Applicants shall be required to furnish proof of their statements when required by the Manager to reasonably assure accuracy. F. All determinations shall be fully documented in the applicant's file. 10 G. The following statements will also be verified and documented in applicant's file: Age of family members and Social Security numbers. 2. Criteria providing the basis for denial of eligibility. ANNUAL RECERTIFICATION All residents residing in a Qualified Affordable Unit shall have their incomes recertified annually. Recertification of the family's composition, income, and medical expenses incurred by the Household shall be conducted by the Manager. Generally the recertification effective date should be the anniversary of the first day of the month Resident was admitted to the project. Timely completion of recertification processing requires that management: Maintain a tracking system to identify residents to be recertified and monitor completion of all required activities. Notify Resident 75-90 days prior to the effective date that the recertification is due. Interview Resident and obtain information on income, assets, family composition and allowances. Verify all information in accordance to guidelines. Calculate Resident's rent. Provide written notice of any changes in rent resulting from recertification (at least 30 days notice for increase). Recertification Notices to Residents Initial notice of recertification is sent 75-90 days in advance of the recertification anniversary. The notice should state that Resident has to contact the office, the office hours, what is to be brought to the interview and who should be contacted to make the appointment. Follow -Up Notice is sent within approximately 30 days of the initial notice to residents who have not responded. The follow-up notice contains the same information as the initial notice and must state that if Resident does not respond by the 10th of the month preceding the recertification effective date, their subsidy may be terminated and their rent may be increased to the full maAEetmoderate rate on the recertification effective date. Final Notice of Intent to Terminate Assistance is given on the first of the month preceding the effective date to residents who have not yet responded. The Notice must state that Resident has 10 days to respond. If Resident does not respond within those ten days, the rent shall be 11 increased to ma- moderate rate effective on the recertification effective date with no 30 day notice of increase. Example: Recertification Effective Date Initial Notice Follow -Up Notice Final Notice of Intent Assistance Terminated MaflketModerate Rate Rent begins September 1 June 1 July 1 August 1 August 11 September 1 Vicksburg Crossing will maintain all certification/recertification documentation of all verification efforts for at least three years after the effective date of the certification/recertification. 12 MISREPRESENTATION Applicants and Residents are to be notified in writing of any misrepresentations or lease violations revealed through the annual recertification or other occurrences and any other corrective action required by the Plymouth Housing and Redevelopment Authority. If Resident misrepresentations, at the time of admission, annual recertification, or rent review, cause a family to pay a lower rent than called for, Resident will be required to pay the differences between the rent paid and what should have been paid. Any attempt by Resident to willfully defraud the City of Plymouth or Plymouth HRA will result in an investigation and disposition as needed. 13 DEFINITIONS Applicant: The persons or persons submitting an application to be considered for residency. Department of Housing And Urban Development: An agency of the federal government in charge of housing programs, i.e. The Section 8 Program. This agency also determines income limits for various household sizes and programs. Effective Date: The "effective date" of a certification or recertification refers to (1) in the case of an initial certification for admission, the effective date of initial occupancy, and (2) in the case of recertification of an existing resident, the effective date of the re -determined Total Resident Rent, generally the anniversary of the first day of the month the resident was admitted to the project. Gross Annual Income: A. Annual Income is the anticipated total income from all sources received by all Family members, including net income derived from assets, for the 12 month period following the effective date of initial determination or reexamination of income, exclusive of income that is temporary, nonrecurring or sporadic. B. Annual Income includes, but is not limited to: 1) The full amount, before any payroll deductions, of wages and salaries, overtime pay, commissions, fees, tips and bonuses, and other compensation for personal services; 2) The net income from operation of a business or profession for this purpose, expenditures for business expansion or amortization of capital indebtedness and an allowance for depreciation of capital assets shall not be deducted to determine net income from a business and certain other expenses may require documentation beyond what is included in a tax return.); 3) Interest, dividends, and other net income of any kind from real or personal property (for this purpose, expenditures for amortization of capital indebtedness and an allowance for depreciation of capital assets shall not be deducted to determine the net income from real or personal property). Where the Family has Net Family Assets in excess of 5,000 Annual Income shall include the greater of the 14 actual income derived from all Net Family Assets or five percent of the value of such net family Assets 4) The full amount of periodic payments received from social security, annuities, insurance policies, retirement funds, pensions, disability or death benefits, and other similar types of periodic receipts, including a lump -sum payment for the delayed start of a periodic payment; 5) Payments in lieu of earnings, such as unemployment and disability compensation, worker's compensation and severance pay; 6) Welfare Assistance. If the Welfare Assistance payment includes an amount specifically designated for shelter and utilities that is subject to adjustment by the Welfare Assistance agency in accordance with the actual cost of shelter and utilities, the amount of Welfare Assistance income to be included as income shall consist of: a. The amount of the allowance or grant exclusive of the amount specifically designated for shelter or utilities, plus, b. The maximum amount the Welfare Assistance agency could in fact allow the Family for shelter and utilities. If the Family's Welfare Assistance is notably reduced from the standard of need by applying a percentage, the amount calculated under this paragraph bill shall be the amount resulting from one application of the percentage; 7) Periodic and determinable allowance and regular contributions and gifts received from persons not residing in the dwelling. S) Any earned income tax credit to the extent it exceeds income tax liability; C. Annual Income does not include: Temporary, nonrecurring or sporadic income such as the following; 1) Casual, sporadic or irregular gifts. Amounts that are specifically received for, or in reimbursement of the cost of Medical Expenses. Lump -sum additions to family assets, 15 such as inheritances, insurance payments (including payments under health and accident insurance and worker's compensation), capital gains, and settlement for personal or property losses; 2) Amount of educational scholarships paid directly to the student or to the educational institution, and amounts paid by the Government to a veteran for use in meeting the costs of tuition, fees, books, and equipment. Any amounts of such scholarships, or payments to veterans, not used for the purposes that are available for subsistence are to be included in income; 3) Groceries received as a gift on a regular basis. Household: A family whose Head of Household and Spouse or a single person is at least 55 years of age or older. Head of Household: The Head of Household is the person who assumes legal and financial responsibility for the household. Immediate Family: Includes brothers, sisters, children, grandchildren, nieces and nephews. Lease: The legal contract between the resident and the Plymouth HRA. Management Company: Refer to Grace Management, Inc. Manager: The person hired by the Plymouth HRA or its management consultant, to manage the day -today operations of Vicksburg Crossing. This person will have an office in the housing project and will approve applicants based on the HRA's preference criteria and other regulations outlined in this document. MR-frIk0.Moderate Rate Unit: A unit that is rented for an amount that is determined by the HRA based on current market conditions and does not have any income restrictions. Monthly Adjusted Income: One -twelfth of Adjusted Income. Net Household Assets: With respect to any person or household, the aggregate market value of all assets which are owned by such person or household or by any entity which is related to such person or household, including but not limited to cash, securities, accounts receivable, chattel paper and other intangibles, 16 and other real property of any nature whatsoever, less the aggregate amount of liabilities of such person, family or other entity. In determining Net Household Assets, staff shall include the value of any assets disposed of by an applicant or resident for less than fair market value (including a disposition in trust, but noting a foreclosure or bankruptcy sale) during the two years preceding the date of application for the program or recertification, as applicable, in excess of the consideration received thereof. In the case of a disposition as part of a separation or divorce settlement, the disposition will not be considered to be for less than fair market value if the applicant or resident receives important consideration not measurable in dollar terms. Plymouth Housin And Redevelopment Authority (HRA): This is the Plymouth Housing Authority which has decision making authority as to changes or modifications in the Admission and Occupancy Handbook for Vicksburg Crossing. This agency is under the direction of five commissioners appointed by the Plymouth City Council. The agency itself is staffed by City employees. The agency staff head is the Executive Director of the HRA. Oualifed Affordable Unit: A unit that is designated to be rented by a person or persons whose gross annual household income is at or below 50% of the Area Median Income as determined by HUD and adjusted from time -to -time. Rent, Full I14aflEetModerate: The full maTketmoderate rent for the unit, which shall be determined by the Plymouth HRA, less utility allowances, and approved by the Plymouth HRA from time to time. Resident: Person(s) named on the lease for a given unit. Resident of Plymouth: Persons or families who have lived in Plymouth for at least 12 months shall be deemed to be a Plymouth resident. Resident Rent: The amount payable monthly by the Resident as rent to the Housing and Redevelopment Authority (HRA), based on their lease agreement. Spouse: The husband or wife or partner of the Head of Household. Very Low Income: A Family whose Annual Income does not exceed 50 percent of median income for the area, as determined and amended from time to time by the Department of Housing and Urban Development (HUD) with adjustments for smaller and larger families. 17 Waiting List: A list that is kept by the Management Company that determines an applicant's position for being offered an available unit. Welfare Assistance: Welfare or other payments to families or individuals, based on need, that are made under programs funded, separately or jointly, by federal, state or local governments M. PLYMOUTH TOWNE SQUARE RESIDENTIAL LEASE Landlord and Resident agree to the following terms: LANDLORD: Plymouth Housing and Redevelopment Authority, by its Agent, Grace Management, Inc., 6225 — 42nd Avenue North, Minneapolis, Minnesota 55422. RESIDENT: (Each adult who signs this Lease is a "Resident") OTHER OCCUPANTS: NIA PREMISES; Apartment No. Gar -age Ne: Parking Stall No. Plymouth Towne Square 15500 —37t4 n -vein -„e "Teff nye N Plymouth, MN 55446 TERM OF LEASE: (Write niimber of ertths er'mefttfiMonth-to- Month Starting Date of Possession: Lease: Ending Date of Possession (if known).! MONTHLY RENT: Apartment Rent: $ (subject to adjustment as provided below) Garage Rent: $ _ Storage Rent: $ Total Monthly Rent: $ Late Fee: $2030.00 Security Deposit: $-5W750.00 Smaking Fee. $1,000 Of appheable) Doc. #118366 Doc. #118366 RENT ADJUSTMENT AND RECERTIFICATION OF INCOME. A. The monthly Rent shall be subject to and adjusted from time to time in accordance with VERIFICATION REQUIRMENTS AND PROCEDURES as set forth in the Admission and Occupancy Handbook for Plymouth Towne Square dated January 12, 1994, revised November 1, , and as may be amended from time to time, which Handbook is incorporated herein by this reference. B. Landlord may change the monthly rent or other terms of this Lease at any time by written notice to Resident, but Landlord agrees not to change the rent more often than once every twelve (12) months unless one of the following occurs: 1. There is a change in Resident's income, the number of persons in Resident's household or other factors considered in calculating Resident's rent; 2. Changes in Resident's rent are required by Landlord's re -certification or subsidy termination procedures; There is a change in Landlord's procedures for computing Resident's assistance payment or rent; or 4. Resident fails to provide information on his/her income, family composition or other facts as required. UTILITIES: B. n esider+ ^t,^tt eleetfieity; telephone aiid eable t^t of icier UTILITY Included in Rent Not Included in Rent UTILITY OR SERVICE LANDLORD PAYS SERVICE PROVIDER TENANT PAYS SERVICE PROVIDER Tenant's_ Premises has aUtilitiesandservicesare included in rent, separate meter and separate billing or account in Tenant's name.) Natural Gas Water & Sewer Electricity Garbage Collection Telephone Cable Communication Doc. #118366 3 Other Utility or Service (Specify) OTHER CHARGES: NIA V I DOG #118366 CHECK APPLIANCES INCLUDED: X Refrigerator X Kitchen Stove Microwave Dishwasher Trash Compacter LANDLORD'S AGENT: Clothes Washer Clothes Dryer Alun 4 wX, 114; :+ X Air Conditioner Gas Grill Other The company authorized to manage the Premises is: Grace Management, Inc. 6225 – 42nd Avenue North Minneapolis, MN 55422 763) 544-9934 Landlord's Agent is authorized to accept service of process and receive and give receipts for notices at the following address: Grace Management, Inc. d/b/a Plymouth Towne Square 15500 —37h "" eftue ` ai4 Ave N Plymouth, MN- 55446 ADDITIONAL AGREEMENTS: Admission and Occupancy Handbook for Plymouth Towne Square dated January 12, 199, r-e-,6sed N,,.",mbe . and_ as may be amended from time to time and the Resident Handbook dated December 1, 249-3;1994 and as may be amended from time to time, which meek isHandbooks are incorporated herein by this reference. TERMS OF THIS LEASE 1. i. AND USE. Only the Residents and Occupants listed above may live in the Premises, except as allowed by law. The Premises, Utilities and Services shall be used only for common residential uses. 2. 3.—PAYMENT OF RENT. Resident shall pay the Rent in advance on or before the first day of every month to Plymouth Towne Square, c/o Grace Management, Inc., 15500 37th "venue NeA "ve N, Plymouth, Miftn,sataMN 55446 or other reasonable place requested by Landlord. 3. -3—LATE FEE AND RETURNED CHECK FEE. If Landlord does not receive the Rent by the fifth (5d) day of the month, Resident must pay any late fee listed above as Doc. #118366 5 additional rent if requested in writing by Landlord. Resident shall also pay Tw t and no/100 ($2030.00) Dollars for each unpaid check returned by Resident's bank. Rent is "paid" when Landlord receives it, not when mailed or sent by Resident. 4. 4. DEPOSIT. Landlord may use the security deposit as follows: a_—A----To cover Resident's failure to pay Rent or other money due Landlord. b. B -;----To return the Premises to its condition at the start of the tenancy, except for ordinary wear and tear. Within twenty-one (21) days after the tenancy ends and Resident gives Landlord a forwarding address, Landlord shall return the full security deposit with interest or send a letter explaining what was withheld and why. 5_5 -.—EACH RESIDENT RESPONSIBLE. Each Resident is responsible for all money due to Landlord under this Lease, not just a proportionate share. 6.6;RESIDENT PAYS FOR DAMAGE. Resident shall pay for all loss, cost or damage (including plumbing trouble) caused by the willful or irresponsible conduct of Resident or by a person under Resident's direction or control. 7_ 7. -LANDLORD'S NON -WAIVER Payments other than Rent are due when Landlord demands them from Resident. Landlord's failure or delay in demanding payments is not a waiver. Landlord may demand payments before or after Resident vacates the Premises. 8_8. ATTORNEY'S FEES. The court may award reasonable attorney's fees and costs to the party who prevails in a lawsuit about the tenancy. 9. 9 --PREMISES INSPECTION. Landlord and Resident inspected the Premises tegetfier and signed an inspection sheet before signing flus Lease. A copy is attached. When the Lease ends, Landlord and Resident shall inspect again and complete a second inspection sheet. 10. 10 LANDLORD'S PROMISES. a. A.—The Premises and all common areas are fit for the use intended by Landlord and Resident. b_1 --Landlord shall make necessary repairs. Landlord need not repair damage caused by the willful or irresponsible conduct of Resident, Resident's guests or a person under Resident's direction or control. Doc. #118366 6 c_—Landlord shall keep the Premises up to code unless a violation of the codes has been caused by the willful or irresponsible conduct of Resident, Resident's guests or a person under Resident's direction or control. 11. !1. RESIDENT'S PROMISES: a. A.Resident shall not allow damage to the Premises. b^B--Resident shall not allow waste of the Utilities or Services provided by Landlord. ccs—Resident shall make no alterations or additions. d_l--Resident shall remove no fixtures. c. E --Resident shall not paint the Premises without Landlord's written consent. f. F. Resident shall keep the Premises clean and tidy. g_—Resident shall not unreasonably disturb the peace and quiet of others. h_-Resident shall not interfere with the management of the property and shall not allow Resident's guests to do so. i. 1-. --Resident shall use the Premises only as a private residence. j_3. --J-.—Resident shall not use the Premises in any way that is unlawful, illegal or dangerous. kk. K --Resident shall not use the Premises in any way that would cause a cancellation, restriction or increase in premium in Landlord's insurance. 11^L.Resident shall not use or store in or near the Premises any inflammable or explosive substances in an unsafe manner. m. M—. Resident shall notify Landlord in writing of any repairs to be made. n_N—. Resident shall recycle or dispose of trash in the outside containers provided for those purposes. 12.42RESIDENT'S TELEPHONE. Resident shall give Landlord the Resident's home phone number within two (2) days after service is started or the phone number is changed. 13.13RESTRICTIONS. Doc. #118366 7 a. A. -Waterbeds. Resident shall not have waterbeds or other water -filled furniture on the Premises. b. B—Pets. Resident shall not have animals or pets on the Premises without Landlord's prior written approval. c. Q.—Locks. Resident shall not add or change locks. At Resident's request, Landlord will change the locks or have the lock cylinders re -keyed at Resident's expense. If the locks do not meet current municipal codes or regulations, Landlord shall change the locks at Landlord's expense. d. D --Vehicles. Resident shall have no motor home, camper, trailer, boat, recreational vehicle, unlicensed vehicle, inoperable vehicle, vehicle on blocks or commercial truck on the Premises or on the common area of the Premises, except in a garage. A commercial truck is any truck in commercial service or larger than a pickup truck. Permitted vehicles shall be parked in designated areas only. Three (3) days after giving notice to Resident, Landlord may remove and store the offending vehicles. Resident shall pay reasonable removal and storage expenses as additional Rent. 14.14. -LANDLORD'S RIGHT TO ENTER. Landlord may enter the Premises for a reasonable business purpose. Landlord must first make a good faith effort to give Resident reasonable notice of the intent to enter. Landlord may enter the Premises in an emergency. Landlord must disclose the date, time and purpose of the emergency entry in writing. The writing must be left in a conspicuous place in the Premises. 15.15. DAMAGE OR INJURY TO RESIDENT OR RESIDENT'S PROPERTY. Landlord is not responsible for any injury or damage that was not caused by a willful or negligent act or failure to act of Landlord. Resident may obtain Renter's Insurance. 16.16NOTICE OF DANGEROUS CONDITIONS. Resident shall promptly notify Landlord of any conditions that might cause damage to the Premises or waste Utilities or Services provided by Landlord. The notice may be oral or in writing. 17.17 SUBLETTING. Resident shall not sublet part or all of the Premises without Landlord's written consent. Resident shall not assign this Lease without Landlord's written consent. The consent shall not be unreasonably withheld or delayed. 18.4 --MOVING OUT OR HOLDING OVER. Resident must move out not later than 11:59 p.m. on the Ending Date. If Resident occupies the Premises after the Ending Date with Landlord's permission and this Lease has not been renewed nor a new Lease made, this Lease becomes a month-to-month lease under its original terms. 19.49NOTICE IF LEASE BECOMES MONTH-TO-MONTH. If this Lease is or becomes month-to-month, written notice is required by Landlord or Resident to end the Lease. The notice must end the lease on the last day of a month and must be received Doe. #118366 8 before the first day of that month. For example, to end a month-to-month lease on April 30, the notice must be received on March 31 or earlier. 20.20—VACATING. When moving out, Resident must: a. A -7 --Leave the Premises in the same condition as at the start of the Lease, except for ordinary wear and tear and fire or casualty loss. bbd—Completely vacate the Premises, including garage and parking stalls. V-C—Give Landlord a forwarding address. d. D. -Give Landlord all keys and personal property issued to Resident for Resident's use, such as garage door openers and tools. If Resident does not return all keys within twenty-four (24) hours of vacating, Landlord may change the locks and charge reasonable costs to Resident. Doc. #118366 9 21.24 -.—PREMISES DESTROYED, UNINHABITABLE OR UNFIT FOR OCCUPANCY. a. A=—If the Premises is destroyed or becomes totally uninhabitable or completely unfit for occupancy through no fault or neglect of Resident or a person under Resident's direction or control, either Landlord or Resident may end this Lease. To end the Lease, Resident or Landlord shall give prompt written notice to the other. Rent shall be prorated as of the date the Premises became unfit for occupancy. b_—If the Premises is destroyed or becomes totally uninhabitable or completely unfit for occupancy through the fault or neglect of Resident or a person under Resident's direction or control, Landlord may end this Lease. Landlord shall give prompt written notice to Resident. 22.22. BREACH OF LEASE [RE-ENTRY CLAUSE]. If Resident materially breaches this Lease, Landlord may: a. A.—Demand in writing that Resident immediately give up possession of the Premises. If Resident does not give up possession, Landlord may bring an eviction (unlawful detainer) action. b_B Demand in writing that Resident give up possession of the Premises to Landlord at a certain date in the future. If Resident does not give up possession on that date, Landlord may bring an eviction (unlawful detainer) action. Landlord may accept rent for the period up to the date possession is to be transferred without giving up Landlord's right to evict. c_Q -Bring an eviction (unlawful detainer) action immediately. 23.-23—.DUTY TO PAY RENT AFTER EVICTION OR SURRENDER. Rent is due under this Lease even if Resident surrenders the Premises or is evicted by Landlord. Landlord shall make good faith efforts to mitigate damages. 24.24—EXERCISE OF RIGHTS AND REMEDIES. Either party may use any or all of its legal rights and remedies. The use of one or more rights or remedies is not an election of remedies. 25.25. SUBROGATION. Resident and Landlord give up all rights of subrogation against the other for loss or damage covered by insurance. 26.26 -.---TERMS. Where appropriate, singular terms include the plural and plural terms include the singular. 27.27 -.—MISREPRESENTATIONS. Any materially false statement made by Resident is a breach of this Lease. nay. #z t 8366 10 28.3 ----NOTICES. A notice or demand mailed to or handed to any one of the Residents above is notice to all Residents. 29.29. -----NOTICE OF PROHIBITION AGAINST UNLAWFUL ACTIVITIES. a n r .,,,,ar,,..,a .,F4 Resident cm—r"rei ii er- ithe —eeffffaeii afea3, any members of the Premises. P will net be used by Resideii resident's household or a Wiest or per-sensother_,person under the Resident's control teshall not engage in illegal activity, including drug-related illegal activity on or near the said premises. Drug-related illegal activity" means the illegal manufacture, sale distribution purchase, use or possession with intent to manufacture, sell, , delivef ezehange3 distribute or possess with the iate,+ to sell, away batter deliver-, e Ekange or this} "Nate -use of a controlled substance iii viel&fion of fflay leeal, state or federal 1 v(as defined in Section 102 of the Controlled Substance Act [21 U.S.C.8021) or possession of drug paraphernalia. b. B. and Resident shall not allow prostitution or prostitution related activity as defined in Minn. Stat. §617.80, Subd. 4 to occur on the Premises or in the common areas of the Premises. c. G7 --Landlord and Resident shall not allow the unlawful use or possession of a firearm in violation of Minn. Stat. §609.66, Subd. 1a, §609.67 or §624.713 on the property, its land or common area. The following notice is required by Minn. Stat. §504B.305: A seizure under 609.5317, Subd. 1, for which there is not a defense under §609.5317, Subd. 3, constitutes unlawful detention by Resident. 30.30—CHANGES TO LEASE. Landlord and Resident may change the terms of this Lease in writing. 31. Resident will pay e 1,000 as a one trove ADDITIONAL TERMS. It is understood that Plymouth Towne Square is a non-smoking feeproperty. -Smoking is not allowed anywhere on the premises. a. Purpose of No -Smoking Policy. The parties desire to mitigate (ii the irritation and na-aGwknown health effects of secondhand smoke: {ii) the increased maintenance, cleaning, and redecorating costs from smoking an the Prer-aises. Doc. #I 18366 11 iii) the increased risk of fire from smokine: and (iv) the hiaher costs of fire insurance for a non -smoke-free building, Resident shall not a4lew b. Defmition of Smoking. The term "smoking--on– breathing, smoking–emsbreathing, or carrying any lighted cigar, cigarette, or other tobacco product or similar lighted product in any manner or in any form. c. Smoke -Free Complex. Tenant agrees and acknowledges that the Prerises premises to be occupied by Tenant and members of Tenant's household have been designated as a smoke-free living_ environment. Tenant and members of Tenant's household shall not smoke anywhere in the unit rented by Tenant, or the building where the Tenant's dwelling is located or in any of the common areas or adjoining grounds of such building or other parts of the rental community, nor shall Tenant permit any guests or visitors under the control of Tenant to do so. d. Tenant to Promote No-Smoking_Policy and to Alert Landlord of Violations. Tenant shall inform Tenant's guests of the no -smoking on Premises is deteeted Resident will nediately policy. Further, Tenant shall promptly give Landlord a written statement of any incident where tobacco smoke is migrating into the Tenant's unit from sources outside of the Tenant's apartmcnt unit. e. Landlord to Promote No -Smoking Policy. Landlord shall, post no -smoking signs at entrances and exits, common areas, hallways, and in conspicuous places adjoining the grounds of the apartment complex. f. Landlord Not a Guarantor of Smoke -Free Environment. Tenant acknowledges_ that Landlord's adoption -of a smoke-free living environment, and the efforts to designate the rental complex as smoke-free, do not make the Landlord or any of its managing agents the guarantor of Tenant's health or of the smoke-free condition of the Tenant's unit and the common areas. However, Landlord _shall _take reasonable steps to_enforce the smoke-free terms of its leases and to make the complex smoke-free. Landlord is not required to pay the $ 1,0o smeldag fee—take steps in response to smoking unless Landlord knows of said smoking or has been riven written notice of said smoking, Doc. #118366 12 sz. Other Tenants are Third-PartyBeneficiaries of Tenant's Agreement. Tenant agrees that the other Tenants at the complex are the third -party beneficiaries of Tenant's smoke-free addendum a cements with Landlord, In laman's terms this means that Tenant's commitments in this Addendum are made to the other Tenants as well as to Landlord.) A Tenant may sue another Tenant for an injunction to prohibit smoking or for damages, but does not have the righLto evict another Tenant. Any suit between Tenants herein shall not create a pres=tion that the Landlord breached this Addendum. h. Effect of Breach and Right to Terminate Lease. A breach of this Lease Addendum shall give each party all the rig is contained herein, as well as the ridts in the Lease. A material breach of this Addendum shall be a material breach of the lease and grounds for immediate termination of the Lease by the Landlord, i. Disclaimer by Landlord. Tenant acknowledges that Landlord's adoption of a smoke-free living environment and the efforts to designate the rental complex as smoke-free do not in any way change the standard of care that the Landlord or managing agent would have to a Tenant household to render buildings and premises designated as smoke free any safer, more habitable, or improved in terms of air quality standards than any other rental premises. Landlord specifically disclaims any implied or express warranties that the building, common areas, or Tenant's premises will have gny higher or im roved air gualijy standards than an other rental property. Landlord cannot and does not warranty or promise that the rental premises or common areas will be free from secondhand smoke. Tenant acknowledges that Landlord's ability to police, monitor, or enforce the agreements of this Addendum is dependent in significant part on voluntary compliance by Tenant and Tenant's guests. Tenants with respiratory ailments, allergies, or any other physical or mental condition relating to smoke are put on notice that Landlord does not assume any higher duty of care to enforce this Addendum than any other landlord obligation under the Lease. Doc. #118366 13 LANDLORD AND RESIDENT AGREE TO THE TERMS OF THIS LEASE. I W.10 11019 PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY BY ITS AGENT: GRACE MANAGEMENT, INC. RESIDENTS Date} Date) Date) Authorized Representative (Date) Date: RECEIPT BY RESIDENTS I have received a signed original or copy of this Lease;_ RESIDENTS: Date Date) Doc. #I 18366 14 Date) Date) VICKSBURG CROSSING RESIDENTIAL LEASE I Landlord and Resident agree to the following terms: LANDLORD: Plymouth Housing and Redevelopment Authority, by its Agent, Grace Management, lnc., 6225 — 42nd Avenue North, Minneapolis, Minnesota 55422. RESIDENT: (Each adult who signs this Lease is a "Resident") OTHER OCCUPANTS: NIA PREMISES: Apartment No. Gafage Ne-. Parking Stall No. Vicksburg Crossing 3155 Vicksburg Lane Plymouth, MN 55447 TERM OF LEASE: (Writeo tli e- hMonth-to= onf'I"' Month Starting Date of Posses iefu -Lease: Ending Date of Possession (if lmewR).m MONTHLY RENT: Apartment Rent: $ $ _(subject to adjustment as provided below) Garage Rent: $ Storage Rent: $ Total Monthly Rent: $ Late Fee: $2930.00 Security Deposit: $599750,00 Sfnekifig Fee: $1,000 (if applieable) Doc. #118366 Doc. #118366 RENT ADJUSTMENT AND RECERTIFICATION OF INCOME. A. The monthly Rent shall be subject to and adjusted from time to time in accordance with VERIFICATION REQUIRMENTS AND PROCEDURES as set forth in the Admission and Occupancy Handbook for Vicksburg Crossing dated November 1, 2006, and as may be amended from time to time, which Handbook is incorporated herein by this reference. B. Landlord may change the monthly rent or other terms of this Lease at any time by written notice to Resident, but Landlord agrees not to change the rent more often than once every twelve (12) months unless one of the following occurs: 1. There is a change in Resident's income, the number of persons in Resident's household or other factors considered in calculating Resident's rent; 2. Changes in Resident's rent are required by Landlord's re -certification or subsidy termination procedures; 3. There is a change in Landlord's procedures for computing Resident's assistance payment or rent; or 4. Resident fails to provide information on his/her income, family composition or other facts as required. UTILITIES: B. nes d ori+sha1l UTILITY Included in Rent Not Included in Rent UTILITY OR SERVICE LANDLORD PAYS SERVICE PROVIDER TENANT PAYS SERVICE PROVIDER Tenant's Premises has aUtilitiesandservicesare included in rent./ separate meter and separate billing or account in Tenant's name. Natural Gas Water & Sewer Electrics Garbage Collection Telephone Cable Communication Other Utility or Service (Specify) Doc. ##118366 3 OTHER CHARGES: NIA CHECK APPLIANCES INCLUDED: X Refrigerator X Kitchen Stove X Microwave X Dishwasher Trash Compacter LANDLORD'S AGENT: X Clothes Washer X Clothes Dryer X Air Conditioner Gas Grill Other The company authorized to manage the Premises is: Grace Management, Inc. 6225-42 nd Avenue North Minneapolis, MN 55422 763)544-9934 Landlord's Agent is authorized to accept service of process and receive and give receipts for notices at the following address: Grace Management, Inc. d/b/a Vicksburg Crossing 3155 Vicksburg Lane Plymouth, MN- 55447 ADDITIONAL AGREEMENTS: Admission and Occupancy Handbook for Vicksburg Crossing dated November 1, 2006, revised N^,,effib and as mq be amended from time to time and the Resident Handbook dated December 1, 2006 -and as may be amended from time to time, which Handbook are incorporated herein by this reference. TERMS OF THIS LEASE 1. L OCCUPANCY AND USE. Only the Residents and Occupants listed above may live in the Premises, except as allowed by law. The Premises, Utilities and Services shall be used only for common residential uses. Doc. 4118366 4 2_2PAYMENT OF RENT. Resident shall pay the Rent in advance on or before the first day of every month to Vicksburg Crossing, c/o Grace Management, Inc., 3155 Vicksburg Lane, Plymouth, Nfifin 55447 or other reasonable place requested by Landlord. 3. 3 ---LATE FEE AND RETURNED CHECK FEE. If Landlord does not receive the Rent by the fifth (5th) day of the month, Resident must pay any late fee listed above as additional rent if requested in writing by Landlord. Resident shall also pay thirty and no/100 ($2:930.00) Dollars for each unpaid check returned by Resident's bank. Rent is "paid" when Landlord receives it, not when mailed or sent by Resident. 4_4—SECURITY DEPOSIT. Landlord may use the security deposit as follows: aa. , A. To cover Resident's failure to pay Rent or other money due Landlord. b_B—.To return the Premises to its condition at the start of the tenancy, except for ordinary wear and tear. Within twenty-one (21) days after the tenancy ends and Resident gives Landlord a forwarding address, Landlord shall return the full security deposit with interest or send a letter explaining what was withheld and why. 5=5 -.—EACH RESIDENT RESPONSIBLE. Each Resident is responsible for all money due to Landlord under this Lease, not just a proportionate share. 6_6 RESIDENT PAYS FOR DAMAGE. Resident shall pay for all loss, cost or damage (including plumbing trouble) caused by the willful or irresponsible conduct of Resident or by a person under Resident's direction or control. 77 -7 -.LANDLORD'S NON -WAIVER. Payments other than Rent are due when Landlord demands them from Resident. Landlord's failure or delay in demanding payments is not a waiver. Landlord may demand payments before or after Resident vacates the Premises. 8. S ---ATTORNEY'S FEES. The court may award reasonable attorney's fees and costs to the party who prevails in a lawsuit about the tenancy. 9_9PREMISES INSPECTION. Landlord and Resident inspected the Premises tegeth and signed an inspection sheet before signing this Lease. A copy is attached. When the Lease ends, Landlord and Resident shall inspect again and complete a second inspection sheet. 10. M6—LANDLORD'S PROMISES. Doc. #1I8366 5 a_A. ----The Premises and all common areas are fit for the use intended by Landlord and Resident. b_R; Landlord shall make necessary repairs. Landlord need not repair damage caused by the willful or irresponsible conduct of Resident, Resident's guests or a person under Resident's direction or control. c_G;-- -Landlord shall keep the Premises up to code unless a violation of the codes has been caused by the willful or irresponsible conduct of Resident, Resident's guests or a person under Resident's direction or control. 11. ice—RESIDENT'S PROMISES: a_Resident shall not allow damage to the Premises. bbd—Resident shall not allow waste of the Utilities or Services provided by Landlord. c. C --Resident shall make no alterations or additions. d. D: ---Resident shall remove no fixtures. e. E. Resident shall not paint the Premises without Landlord's written consent. f rr---P—Resident shall keep the Premises clean and tidy. G—.Resident shall not unreasonably disturb the peace and quiet of others. h_H ---Resident shall not interfere with the management of the property and shall not allow Resident's guests to do so. ii^L. Resident shall use the Premises only as a private residence. L—Resident shall not use the Premises in any way that is unlawful, illegal or dangerous. k. Resident shall not use the Premises in any way that would cause a cancellation, restriction or increase in premium in Landlord's insurance. 1_L --Resident shall not use or store in or near the Premises any inflammable or explosive substances in an unsafe manner. m. NC—Resident shall notify Landlord in writing of any repairs to be made. nnN—.Resident shall recycle or dispose of trash in the outside containers provided for those purposes. Doc. #118366 6 12.12 -.—RESIDENT'S TELEPHONE. Resident shall give Landlord the Resident's home phone number within two (2) days after service is started or the phone number is changed. 13.13 -.—RESTRICTIONS. a. A Waterbeds. Resident shall not have waterbeds or other water -filled furniture on the Premises. bbl -.—Pets. Resident shall not have animals or pets on the Premises without Landlord's prior written approval. c_—Locks. Resident shall not add or change locks. At Resident's request, Landlord will change the locks or have the lock cylinders re -keyed at Resident's expense. If the locks do not meet current municipal codes or regulations, Landlord shall change the locks at Landlord's expense. d. D Vehicles. Resident shall have no motor home, camper, trailer, boat, recreational vehicle, unlicensed vehicle, inoperable vehicle, vehicle on blocks or commercial truck on the Premises or on the common area of the Premises, except in a garage. A commercial truck is any truck in commercial service or larger than a pickup truck. Permitted vehicles shall be parked in designated areas only. Three (3) days after giving notice to Resident, Landlord may remove and store the offending vehicles. Resident shall pay reasonable removal and storage expenses as additional Rent. 14. J4:—LANDLORD'S RIGHT TO ENTER. Landlord may enter the Premises for a reasonable business purpose. Landlord must first make a good faith effort to give Resident reasonable notice of the intent to enter. Landlord may enter the Premises in an emergency. Landlord must disclose the date, time and purpose of the emergency entry in writing. The writing must be left in a conspicuous place in the Premises. 15.45. —DAMAGE OR INJURY TO RESIDENT OR RESIDENT'S PROPERTY. Landlord is not responsible for any injury or damage that was not caused by a willful or negligent act or failure to act of Landlord. Resident may obtain Renter's Insurance. 16.16—NOTICE OF DANGEROUS CONDITIONS. Resident shall promptly notify Landlord of any conditions that might cause damage to the Premises or waste Utilities or Services provided by Landlord. The notice may be oral or in writing. 17.4;—. --SUBLETTING. Resident shall not sublet part or all of the Premises without Landlord's written consent. Resident shall not assign this Lease without Landlord's written consent. The consent shall not be unreasonably withheld or delayed. Doc. #118366 7 18.18. MOVING OUT OR HOLDING OVER. Resident must move out not later than 11:59 p.m. on the Ending Date. If Resident occupies the Premises after the Ending Date with Landlord's permission and this Lease has not been renewed nor a new Lease made, this Lease becomes a month-to-month lease under its original terms. 19. -19:---NOTICE IF LEASE BECOMES MONTH-TO-MONTH. If this Lease is or becomes month-to-month, written notice is required by Landlord or Resident to end the Lease. The notice must end the lease on the last day of a month and must be received before the first day of that month. For example, to end a month-to-month lease on April 30, the notice must be received on March 31 or earlier. 20.30 --VACATING. When moving out, Resident must: a. A.Leave the Premises in the same condition as at the start of the Lease, except for ordinary wear and tear and fire or casualty loss. b. B. —Completely vacate the Premises, including garage and parking stalls. c_Q—Give Landlord a forwarding address. d. D. Give Landlord all keys and personal property issued to Resident for Resident's use, such as garage door openers and tools. If Resident does not return all keys within twenty-four (24) hours of vacating, Landlord may change the locks and charge reasonable costs to Resident. Doe. #118366 21. 247—PREMISES DESTROYED, UNINHABITABLE OR UNFIT FOR OCCUPANCY. a. A.—If the Premises is destroyed or becomes totally uninhabitable or completely unfit for occupancy through no fault or neglect of Resident or a person under Resident's direction or control, either Landlord or Resident may end this Lease, To end the Lease, Resident or Landlord shall give prompt written notice to the other. Rent shall be prorated as of the date the Premises became unfit for occupancy. bbB--If the Premises is destroyed or becomes totally uninhabitable or completely unfit for occupancy through the fault or neglect of Resident or a person under Resident's direction or control, Landlord may end this Lease. Landlord shall give prompt written notice to Resident. 22. BREACH OF LEASE [RE-ENTRY CLAUSE]. If Resident materially breaches this Lease, Landlord may: a A.—Demand in writing that Resident immediately give up possession of the Premises. If Resident does not give up possession, Landlord may bring an eviction (unlawful detainer) action. bB—.Demand in writing that Resident give up possession of the Premises to Landlord at a certain date in the future. If Resident does not give up possession on that date, Landlord may bring an eviction (unlawful detainer) action. Landlord may accept rent for the period up to the date possession is to be transferred without giving up Landlord's right to evict. c. G. -Bring an eviction (unlawful detainer) action immediately. 23.23:—DUTY TO PAY RENT AFTER EVICTION OR SURRENDER. Rent is due under this Lease even if Resident surrenders the Premises or is evicted by Landlord. Landlord shall make good faith efforts to mitigate damages. 24.24 -w ----EXERCISE OF RIGHTS AND REMEDIES. Either party may use any or all of its legal rights and remedies. The use of one or more rights or remedies is not an election of remedies. 25.25. SUBROGATION. Resident and Landlord give up all rights of subrogation against the other for loss or damage covered by insurance. 26. TERMS. Where appropriate, singular terms include the plural and plural terms include the singular. 27.27 -.—MISREPRESENTATIONS. Any materially false statement made by Resident is a breach of this Lease. Doc. #118366 9 28.2-B—NOTICES. A notice or demand mailed to or handed to any one of the Residents above is notice to all Residents. 29.29—NOTICE OF PROHIBITION AGAINST UNLAWFUL ACTIVITIES. a. n Laftd4erd and Resident shall not , iA ,.Ml all eefttrolled substanees in t13 thaeommaii py members of the Premises. 4Me- n, will not be ea byen,.entresident's household ora guest or perseneother person under the Resident's control teshall not en a e in illegal activity, including drug-related illegal activity on or near the said premises. Drug-related illegal activity" means the illegal manufacture, sale, distribution, purchase, use or possession with intent to manufacture,_sell, m "after, d live xeha go distribute or deliver, evE a ge or distr-:biate use of a controlled substance „ lafi ,n E)f aiiy aea , state -.. federal 1,, -.(as defined in Section 102 of the Controlled Substance Act r2l U.S.C.802 or possession of drug ara hernalia. b_B ---Landlord and Resident shall not allow prostitution or prostitution related activity as defined in Minn. Stat. §617.80, Subd. 4 to occur on the Premises or in the common areas of the Premises. c_Q Landlord and Resident shall not allow the unlawful use or possession of a firearm in violation of Minn. Stat. §609.66, Subd. 1 a, §609.67 or §624.713 on the property, its land or common area. The following notice is required by Minn. Stat. §504B.305: A seizure under 609.5317, Subd. 1, for which there is not a defense under §609.5317, Subd. 3, constitutes unlawfal detention by Resident. 30.30. CHANGES TO LEASE. Landlord and Resident may change the terms of this Lease in writing. 31. Resident v 411 pay $ a ,.,, 000 as . e +,,,, ADDITIONAL TERMS. It is understood that Vicksburg Crossing is a non-smoking feeproperty. Smoking is not allowed anywhere on the premises. a. Purpose of No -Smoking Policy. The arties desire to mitigate i the irritation and +nam-ai{e+ known health effects of secondhand smoke; (ii) the increased maintenance, cleaning, and redecorating costs from smoking-ea-t4&44u4es.- --1 Doc. #118366 10 iii) the increased risk of fire from smoking and (ivl the higher costs of fire insurance for a non -smoke-free building, n esideir+ sha4l „emsallow b. Definition of Smoking, The term "smoking" means inhaling, exhaling, breathing or cgMdgg any lighted cigar, cigarette, or other tobacco product or similar lighted product in any manner or in any form. c. Smoke -Free Complex. Tenant agrees and acknowledges that the ° erAises remises to be occupied by Tenant and members of Tenant's household have been designated as a smoke-free living environment. Tenant and members of Tenant's household shall not smoke anywhere in the unit rented by Tenant, or the building where the Tenant's dwelling is located or in any of the common areas or adjoining ounds of such building or other parts of the rental community, nor shall Tenant permit any guests or visitors under the control of Tenant to do so. d. Tenant to Promote No -Smoking Policy and to Alert Landlord of Violations. Tenant shall infoiin Tenant's ggests of the no -smoking on Premises is deteete A Resider+ will iaaedfftelybe—policy. Further, Tenant shalll2romptlyigive Landlord a written statement of wy incident where tobacco smoke is migrating into the Tenant's unit from sources outside of the Tenant's apartment unit. e. Landlord to Promote No -Smoking Policy. Landlord shall post no -smoking signs at entrances and exits common areas hallwa s and in conspicuous places adjoining the grounds of the apartment complex. f. Landlord Not a Guarantor of Smoke -Free Environment. Tenant acknowledges that Landlord's adoption of a smoke-free living environment, and the efforts to designate the rental complex as smoke-free, do not make the Landlord or an of its managing agents the parantor of Tenant's health or of the smoke-free condition of the Tenant's unit and the common areas. However, Landlord shall take reasonable steps to enforce the smoke-free terms of its leases and to make the complex smoke-free. Landlord is not required to pay e $1,0 r44ag fee rd knows of said smoking or has been given written notice of said smoking. Doc. #118366 11 g. Other Tenants are Third -Party Beneficiaries of Tenant's Agreement. Tenant agrees that the other Tenants at the complex are the thirdTarty beneficiaries of Tenant's smoke-free addendum agreements with Landlord. (In layman's terms, this means that Tenant's commitments in this Addendum are made to the other Tenants as well as to Landlord.) A Tenant may sue another Tenant for an injunction to prohibit smoking or for damages, but does not have the right to evict another Tenant. Any suit between Tenants herein shall not create a presumption that the Landlord breached this Addendum. h. Effect of Breach and Ri ht to Terminate Lease. A breach of this Lease Addendum shall give each party all the rights contained herein, as well as the rights in the Lease. A material breach of this Addendum shall be a material breach of the lease and grounds for immediate termination of the Lease by the Landlord. i. Disclaimer by Landlord. Tenant acknowledges that Landlord's adoption of a smoke-free living environment and the efforts to designate the rental complex as smoke-free do not in any way change the standard of care that the Landlord or managing agent would have to a Tenant household to render buildings and premises designated as smoke free any safer, more habitable, or improved in terms of air duality standards than any other rental premises. Landlord specificallx disclaims any implied or express warranties that the building, common areas, or Tenant's premises will have gny higher or irn roved air quality standards than an other rental property. Landlord cannot and does not warranty or promise that the rental premises or common areas will be free from secondhand smoke. Tenant acknowledges that Landlord's ability to police, monitor, or enforce the agreements of this Addendum is dependent in significant part on voluntary compliance by Tenant and Tenant's guests. Tenants with respiratory ailments, allergies, or any other physical or mental condition relating to smoke are put on notice that Landlord does not assume any higher duty of care to enforce this Addendum than any other landlord obligation under the Lease. Doc. #118366 12 LANDLORD AND RESIDENT AGREE TO THE TERMS OF THIS LEASE, LANDLORD PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY BY ITS AGENT: GRACE MANAGEMENT, INC. Authorized Representative Date: RESIDENTS RECEIPT BY RESIDENTS I have received a signed original or copy of this Lease; RESIDENTS: Date ate Doc. #118366 13 Date Date) Date Date) Date Date_