HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 01-24-2013MEETING AGENDA
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, JANUARY 24, 2013 - 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 for October 25, 2012.
B. Plymouth Towne Square. Accept Monthly Housing Reports (October,
November and December, 2012).
C. Vicksburg Crossing. Accept Monthly Housing/Marketing Reports (October,
November and December, 2012)
3. NEW BUSINESS
A. Senior Buildings. Change process for opening and closing of wait lists for
Plymouth Towne Square and Vicksburg Crossing.
B. Strategic Plan. Review current Plan and provide input on update process and
changes.
C. Discuss possible HRA/City loan/assessment program for apartment fire
suppression system installations.
4. ADJOURNMENT
DRAFT MINUTES
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
October 25, 2012
PRESENT: Chairman Jeff Kulaszewicz, Commissioners Bob Stein, Paul Caryotakis, and Jim
Willis
ABSENT: Commissioner Carl Runck
STAFF PRESENT: Housing Program Manager Jim Barnes, HRA Executive Director Steve
Juetten, Support Services Manager Denise Whalen, and Office Support Representative Janice
Bergstrom
OTHERS PRESENT: Grace Management Representative Jody Boedigheimer
1. CALL TO ORDER
Chair Kulaszewicz called the Plymouth Housing and Redevelopment Authority meeting to order
at 7:00 p.m.
Housing Program Manager Barnes said there is a revised resolution for Item 3.A.
2. CONSENT AGENDA
A. Approve HRA Meeting Minutes July 26, 2012.
A.1 Approve HRA Meeting Minutes September 27, 2012.
B. Plymouth Towne Square. Accept Monthly Housing Reports.
C. Vicksburg Crossing. Accept Monthly Housing/Marketing Reports.
MOTION by Commissioner Willis, seconded by Commissioner Stein, to approve the consent
agenda. Vote. 4 Ayes. MOTION approved.
3. NEW BUSINESS
A. Section 8 Housing Choice Voucher Program.
Chairman Kulaszewicz introduced the request for proposed changes to the Housing Choice
Voucher Administration Plan.
Support Services Manager Whalen gave an overview of the staff report.
Draft
Plymouth Housing and Redevelopment Authority
October 25, 2012
Page 2
Chairman Kulaszewicz opened and closed the public hearing as there was no one present to
speak on the item.
MOTION by Commissioner Stein, seconded by Commissioner Caryotakis, to approve the
request for proposed changes to the Housing Choice Voucher Administration Plan. Vote. 4
Ayes. MOTION approved.
4. NEW BUSINESS
A. HRA BUDGETS
Chairman Kulaszewicz introduced the request to review and approve the 2013 HRA Budgets.
Housing Manager Barnes gave an overview of the staff report.
Housing Program Manager Barnes said there are no significant changes in the CDBG budget, but
will not know the final funding amount until the second quarter of 2013.
Chairman Kulaszewicz asked if the $23,000 property tax levy is for program administration fees.
IIousing Program Manager Barnes said the money from the property tax levy is used for general
overhead costs such as phones, IT support, computers, and our portion of space in the building.
Support Services Manager Whalen reviewed the Section 8 portion of the staff report and said we
won't know what we will get for funding until the end of March, 2013. Support Services
Manager Whalen explained we are over -spent on HAP money because HUD withheld $184,000
that we had to spend down in our unrestricted net assets. She said we won't get enough money
in 2013 to cover our costs for administrative fees. Support Services Manager Whalen referenced
Executive Director Juetten's Section 8 Study Report which estimated $27,000 being transferred
from the reserves to cover that.
Chairman Kulaszewicz asked about the concept and the amended HRA Section 8 expense
budget.
Support Services Manager Whalen said when the concept budget was done for 2012 and 2013,
the "transfer in" line item was $7,600. She said we now know administrative fees will drop and
anticipate the amended $26,000.
Commissioner Willis said staff has prepared a good, sound budget.
MOTION by Commissioner Willis to approve the 2013 HRA Budgets.
Commissioner Stein discussed fund balances, and asked where the money comes from for the
TIF district balances.
Draft
Plymouth Housing and Redevelopment Authority
October 25, 2012
Page 3
Housing Manager Barnes said properties within a tax increment district pay the county their
taxes; the county identifies that the property is in a TIF district and sends the money to the City.
He stated that money is to be disbursed on an obligation such as a pay-as-you-go note or bonds.
Housing Program Manager Barnes said some balances may be larger due to a timing issue such
as when a bond payment is due.
Commissioner Stein asked why two districts have debt service. Housing Manager Barnes said
there are bonds outstanding on those two districts, whereas the others have pay-as-you-go notes.
MOTION seconded by Commissioner Stein. Vote. 4 Ayes. MOTION approved.
B. PLYMOUTH TONNE SQUARE
Chairman Kulaszewicz introduced the request to review and approve the 2013 HRA Budget for
Plymouth Towne Square.
Housing Manager Barnes gave an overview of the staff report.
Chairman Kulaszewiez asked about overall expenditures decreasing by 16%, excluding capital
items.
IIousing Program Manager Barnes explained that if we remove the capital expenditure line, we
are increasing expenditures by 10%. The overall decrease of 16% is a result of capital
expenditures being significantly less than the previous year. Housing Program Manager Barnes
said the reason the levy doesn't go up or rents don't raise so high is because of the crossover
refunding completed in 2012.
Chairman Kulaszewiez asked about the $8,000 upgrade to the cable or antenna.
Housing Manager Barnes said currently there are antenna, cable, and satellite systems in the
building.
Chairman Kulaszewicz asked why we are providing over -the -air if these companies are selling
the service.
Housing Program Manager Barnes said our equipment is 20 years old and is not keeping up with
technology and the way that broadcast signal is distributed. IIousing Manager Barnes said we
provide the over -the -air option for those who don't want or can't afford cable or satellite.
Grace Mariagement Representative Boedigheimer estimated that affects 10-15 % of the residents.
Chairman Kulaszewicz questioned spending $8,000 for ten people.
Draft
Plymouth Housing and Redevelopment Authority
October 25, 2012
Page 4
Discussion followed regarding options for service, resident needs and the cost to hook everyone
up to cable. Grace Management Representative Boedigheimer said you could purchase a basic
package and commit to Comcast for ten years for all 99 units for $15 - $20. Executive Director
Iuetten said that would cost $24,000 a year. Grace Management Representative Bodigheimer
said we could act as the cable company and charge back to the residents who choose to hook up
to that cable. She also stated that we would still pay whether they hook up or not.
Commissioner Stein suggested raising rents $30 and that would include cable. Housing Program
Manager Baines said there could be opposition to that because residents now have the choice of
cable, satellite or over -the -air service.
Chairman Kulaszewicz questioned if it is within our scope to maintain three separate systems to
provide choice for everybody.
Housing Manager Barnes asked if staff should conduct more research and hold off replacing the
over -the -air antenna.
Chairman Kulaszewicz said he would like more research done on the subject.
Commissioner Caryotakis asked if the broadcast we are supplying is now functional.
Grace Management Representative Boedigheimer said service is marginal.
Commissioner Stein asked if there is cable TV in the common room.
Housing Program Manager Barnes answered affirmatively, and said we pay for a subscription to
a basic package.
Chairman Kulaszewicz said he supports approving the proposed budget, but wants to review the
8,000 antenna issue further before approving that.
MOTION by Commissioner Willis, seconded by Chairman Kulaszewicz, to approve the 2013
HRA Budget for Plymouth Towne Square with further research and discussion on the antenna
issue.
Commissioner Stein said there may be other alternatives regarding the $8,000 antenna issue.
Vote. 4 Ayes. MOTION approved.
C. VICKSBURG CROSSING
Chairman Kulaszewicz introduced the request to review and approve the 2013 HRA Budget for
Vicksburg Crossing.
Housing Program Manager Barnes gave an overview of the staff report.
Draft
Plymouth Housing and Redevelopment Authority
October 25, 2012
Page 5
Commissioner Stein questioned the amount to upgrade the website.
Grace Management Representative Boedigheimer said most of the bids have been $10,000.
Housing Manager Baines said the marketing and advertising line item shows a $6,500 increase.
He added this building competes in a different market than Plymouth Towne Square and
competition for senior housing is on the horizon as there is building in Wayzata and Maple
Grove. Housing Program Manager Baines reiterated the funds for the website are to make it
more user friendly, and said more people are finding us on the internet.
Commissioner Stein asked what landscaping is planned.
Housing Manager Baines said additional landscaping is proposed for the front of the building to
make it more welcoming.
Commissioner Stein said with added landscaping there is added landscaping maintenance
expense.
Grace Management Representative Boedigheimer said the proposed landscaping would be
irrigated and low maintenance. Commissioner Willis said the landscaping maintenance could be
an opportunity for gardener volunteers.
Chairman Kulaszewicz asked what the cost per resident would be.
Community Development Director Juetten said the one-time cost would be $40.
Chairman Kulaszewicz asked why proposed rent increases at Plymouth Towne Square would be
2% across the board, and at Vicksburg Crossing rent increases would be $10 or $15.
Housing Manager Babies said Vicksburg Crossing has a set rent for a set unit, and at Plymouth
Towne Square rent is based on the resident's income. He said by increasing a percentage it
makes the increase fair across the board to everyone at Plymouth Towne Square.
Chairman Kulaszewicz recalled our minimum rents were very low, and it was upsetting to some
residents when we raised the rents to a realistic level.
Housing Manager Barnes said the HRA Board felt a standardized rent system gives more control
over revenues. He said income projections fluctuate more when the budget is based on a
person's income. Housing Manager Barnes added even minimum rents will go up 2% so it's fair
to everyone.
Commissioner Stein asked if the rent increase and rents are still in line with the market.
Draft
Plymouth Housing and Redevelopment Authority
October 25, 2012
Page 6
Grace Management Representative Boedigheimer said we are on the high end of the market.
Executive Director Juetten said we are below market rate at Plymouth Towne Square.
MOTION by Commissioner Willis, seconded by Commissioner Caiyotakis, to approve the 2013
HRA Budget for Vicksburg Crossing. Vote. 4 Ayes. MOTION approved.
5. ADJOURNMENT b
MOTION by Chair Kulaszewicz, without objection, to adjourn the meeting at 7:39 p.m.
I
P
PLYMOUTH
TOWNE SQUARE
MEMORANDUM
To: Jim Barnes
From: Jeff Lelivelt, Managing Director, Plymouth Towne Square
Date: November 14, 2012
Re: PTS Monthly Report for October 2012
November Newsletter and Calendar attached
OccupancylMarketinci
A resident moved from a 2 bedroom apartment to a 1 bedroom apartment.
Currently there are 148 names on the one bedroom wait list and 17 names on the two bedroom
wait list.
Open 2 bedroom apartment is scheduled to be painted and cleaned in early November.
AdministrativeBuildinq Operations
We have hired a new Managing Director. His name is Jeff Lelivelt. His first day will be
November 51'.
Contracted cement work continues and is expected to be done the first week of November.
Resident Services
The Halloween Party was held on October 31St at 1 pm. A scary and fun time was had by all.
15500 37th Avenue North • Plymouth, MN 55446-3250
Phonc: (763) 550-9525 • Fax: (763) 551-0144
Ow—d by Plpmnuth Housing and Redevelopment Anthodry
Balance Sheet
PLYMOUTH TOWNS SQUARE
As Of October 31, 2012
Ending Balance
ASSETS
Total
CURRENTASSETS
M I PETTY CASH 500
M I OPERATING ACCOUNT 67,526
M I SEC DEPOSIT CASH ACCOUNT 51,297
INVESTMENTS - WORKING CAPITAL FUND 789,364
INVESTMENTS - NEW DEBT SERVICE 3,216,609
ACCOUNTS REC-TENANTS 4,282
INTEREST RECEIVABLE 1,2UU
ACCOUNTS REG -OTHER 805
PREPAID PROPERTY INSURANCE 17,007
PREPAID OTHER 5,192
TOTAL CURRENT ASSETS 4,153,802
FIXED ASSETS
LAND 459,247
SITE IMPROVEMENTS 111,390
BUILDING 5,767,619
BUILDING IMPROVEMENTS 301,779
FURN, FIXT & EQUIP -GENERAL 250,941
FURNITURE & FIXTURES -HOUSEKEEPING 8,696
COMPUTERSIOFFICE EQUIPMENT 13,060
ACCUMULATED DEPRECIATION 3,139,843)
TOTAL FIXED ASSETS 3,772,888
NON-CURRENT ASSETS
DEFFERED CHG-BOND ISS COST 2011A 34,987
DEFERRED CHG - ORIG ISS COSTS 15,154
DEFERRED CHG - BOND ISS COSTS 19,951
TOTAL NON-CURRENT ASSETS 70,092
TOTAL ASSETS 7,996,782
Balance Sheet
PLYMOUTH TOWNE SQUARE
As Of October 31, 2012
Ending Balance
LIABILITIES
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 13,713
ACCRUED PAYROLL 1,663
ACCRUED COMPENSATED BALANCES 1,673
ACCRUED INTEREST 79,569
ACCRUED REAL ESTATE TAXES 25,751
ACCRUED OTHER 136
TOTAL CURRENT LIABILITIES
LONG-TERM LIABILITIES
SECURITY DEPOSITS 51,095
BONDS PAYABLE 3,075,000
BONDS PAYABLE - SERIES 2011A 3,165,000
BOND DISCOUNT 27,149)
BOND PREMIUM 74,243
TOTAL LIABILITIES
EQUITY
RETAINED EARNINGS RSRVD FOR DS 3,275,369
RETAINED EARNINGS (1,653,376)
TOTAL EQUITY
CURRENT YEAR INCOME/(LOSS)
TOTAL LIABILITIES & EQUITY
Total
122,505
6,338,190
6,460,694
1,621,993
85,905)
7,996,782
Profit and Loss Variance
PLYMOUTH TOWNS SQUARE
Through October 31, 2012
MTD Actual Budget Var. YTD Actual Budget Var, Year Budget
INCOME
APARTMENT RENTAL REVENUE 51,546 50,656 890 529,482 506,560 22,922 607,872
HRA INDIVIDUAL 18,000 18,000 0 180,000 180,000 0 216,000
GARAGE RENT 2,880 2,880 0 28,398 28,800 402} 34,560
GUEST ROOM REVENUE 50 200 150) 1,250 2,000 750) 2,400
LAUNDRYREVENUE 805 780 25 6,272 7,800 472 9,360
APPLICATION FEE REVENUE 0 53 53) 280 530 2501 636
TRANSFER FEE REVENUE 0 0 0 0 500 5001 500
INVESTMENT INCOME 305 300 5 9,577 3,060 6,577 3,600
MISCELLANEOUS REVENUE 100 130 80 21176 1,360 876 1,%0
TOTAL INCOME 73,776 72,999 777 759,435 730,490 28,945 876,488
EXPENSES
ADMINISTRATION
MANAGER SALARIES/WAGES 796 3,503 2,797 30,170 35,836 5,660 42,996
PAYROLL TAXES 171 643 473 6,166 6.439 254 7,716
HEALTH INSURANCE 474 558 84 4,624 5,580 955 6,696
WORKERS COMP INSURANCE 77 193 116 1,552 1,930 378 2,316
MAINTENANCE SALARIESANAGES 1,545 1,483 62) 15,174 14,830 344) 17,796
MAINTENANCE ASST SALARIFSfAAGE5 868 780 BB) 8,791 7,800 991) 9,360
EMPLOYEE COSTS 74 51 23) 624 510 14) 612
SFMINARfTRAINING 0 21 21 60 210 150 252
BANK FEES 11 7 4) 14) 70 84 84
DUES, SUBS & MEMBERSHIPS 0 60 60 55 110 55 110
LICENSE & PERMITS 0 0 0 894 894 0 894
MILEAGE REIMBURSEMENT 66 50 1 B) 895 500 395) 600
POSTAGFJoVERNIGHT EXPRESS 0 11 11 81 110 29 132
PRINTING 0 12 12 0 120 120 144
MANAGEMENT FEES 4,400 4,400 0 44,000 44,000 0 52,800
PROFESSIONAL FEES 0 300 300 595 3,000 2,405 3 500
TELEPHONE EXPENSE 467 453 14) 4,592 4,530 52) 5,436
EQUIPMENT LEASOREPAIR 244 155 89) 976 11550 574 1,860
OFFICE SUPPLIES 48 95 47 486 950 464 1,140
MISCELLANEOUS ADMIN EXPENSE 0 10 10 0 100 100 120
TOTAL ADMIN EXPENSES 9,232 12,865 3,633 119,621 129,054 9,433 154,664
RESIDENT SERVICES
RESIDENT PROGRAMIACTIVITIES 279 225 54) 4.003 2,250 1,753) 4,075
TOTAL RES SERV EXPENSES 279 225 54) 4,003 2,250 1,753) 4,075
MARKETING
ADVERTISING 0 15 15 0 150 150 180
TOTAL MARKETING EXPENSES 0 15 15 0 150 150 180
HOUSEKEEPING
CONTRACT LABOR 1,429 1,420 9) 14,040 14,200 160 17,040
CLEANING SUPPLIES 79 200 121 1,014 2,000 986 2,400
TOTAL HOUSEKEEPING EXPENSES 1,509 1,620 112 15,054 16,200 1,146 19,440
Profit and Loss Variance
PLYMOUTH TOWNE SQUARE
Through October 31, 2012
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
BUILDING & GROUNDS
CABLE TV EXPENSE 56 61 5 554 610 56 732
UTILITIES - ELECTRICITY 1,636 1,890 164 20,451 21,050 599 24,900
UTILITIES -GAS 939 1,590 561 11,839 18,525 6,686 24,525
UTILITIES • WATERISEM11 915 550 365) 7,840 7,300 540) 8,400
WATER SOFTENING SERVICE 431 297 134) 3,344 2,970 374) 3,564
DOORS, KEYS & WINDOWS 2 420 416 3,191 4,200 1,009 5,040
FIRE SYSTEM SERVICE 90 430 340 3,614 4,300 586 5,160
LAWN SERVICEILANDSCAPISNOW RMVL 5,137 1,775 638 12,151 17,750 5,599 21.300
PEST CONTROL 0 0 0 425 495 70 660
TRASH REMOVAL 714 720 6 6,642 7,200 559 8,640
UNIT TURNOVER REPAIRS 2,914 3,733 819 28,065 37,330 9,265 44,796
RESERVEIREPLACE CAPRTAL EXPENSE 0 0 0 150,966 111,910 20,950 171,910
ELEVATOR -REPAIRS & MAINTENANCE 505 659 145 4,818 6,500 1,682 7,800
REPAIRS & MAINTENANCE 3,762 1,675 2,087) 40,988 25,175 15,813) 28,525
BUILDING& GROUNDS SUPPLIES 478 915 437 21,051 9,150 11,901) 10,980
HVAC - REPAIRS & MAINTENANCE 279 700 421 13,627 7,000 6,827) 8,400
MISCELLANEOUS B & G EXPENSES 0 15 15 0 150 15D 180
TOTAL BUILDING & GROUNDS 13,858 15,241 1,353 329,756 341,615 11,657 375,512
OTHER OPERATING EXPENSES
PROPERTY & LIABILITY INSURANCE 2,4011 2,357 22) 23,768 23,870 102 28,644
PAYMENT IN LIEU OF PROPERTY TAX 13,549) 2,500 16,049 25,751 25,000 751) 30,000
TOTAL OTHER OPERATING EXPENSES 11,14D) 4,887 16,027 49,518 48,870 6481 56,644
TOTAL OPERATING EXPENSES 13,738 34,853 21,115 517,954 538,139 20,105 612,515
NET OPERATING INCOME ( LOSS) 60,030 36,146 21,892 241,481 192,351 49,130 263,973
DEPREC, INTEREST & OTHER EXPENSE
DEPRECIATION EXPENSE 16,450 16,258 192) 164,497 162,580 1,917) 195,095
AMORTIZATION EXPENSE 465 475 10 4,651 4,750 99 5,700
INTEREST EXPENSE 11,367 11,367 0 158,238 113,670 44,568) 136,404
TOTAL DEPREC, INTEREST & OTHER 28,202_ 26,100 182) 327,386 281,00D 46,386) 337,200
MET INCOME / (LOSS) 31,756 10,D46 21,71D 85,905? 68,649) 2,744 73,227)
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Dear Residents,
This month Plymouth
Towne Square will be
getting a new manager.
The last two months have
gone by very quickly.
Plymouth Towne Square is
a wonderful building and I
have enjoyed my time
here. Thanks for all your
help with parties,
questions I've had and
your patience as I learn
my way around the
building. I hope to see all
of you again! Sara
Due to the Thanksgiving
holiday we will have to
reschedule the birthday
party. The monthly
birthday party will be
Thursday, November 29th
at 1:00.
On Thursday, November
8th Mary Kaplan will be
here at 10:30 am in the
dining room to talk about
what will be new with
Medicare this year.
Building News
The office will be closed on
Thursday, November 22nd
and Friday, November 23rd
for the Thanksgiving
Holiday.
Mark your calendars!!!.
a The annual Holiday
party is scheduled for
Monday, December 10th
at 5:30.
NOVEMBER BIRTHDAYS
Everyone is welcome to join us for cake
and ice cream at the resident birthday
party on Thursday, November 29th at
1:00 in the dining room.
Happy Birthday to the following residents
who are celebrating birthdays this month!
JEAN KRAM E R 0
TERRY BEDIN (maintenance)6
P
PLYMOUTH
TOWNE SQUARE
MEMORANDUM
To: Jim Barnes
From: Jeff Lelivelt, Managing Director, Plymouth Towne Square
Date: November 10, 2012
Re: PTS Monthly Report for November 2012
December Newsletter and Calendar attached
Occupancy/Marketing
Resident moved from a 2 bedroom apartment to a 1 bedroom.
Open 2 bedroom apartment was painted and cleaned; first showing was 1111412012. A
security Deposit was accepted on 11/28/2012 with anticipated occupancy in mid
January.
Resident passed on; one bedroom to be turned.
There are currently 132 on the one -bedroom wait -list and 16 on the two-bedroom wait -
list.
Administrative/Building Operations
Cement work in the garage was completed.
The emergency generator was tested. A leak in the tank was detected. Repairs or
replacement are scheduled.
The Fire Warning System was tested after numerous false alarms. All system batteries
were replaced and dated.
A project commenced to determine the ownership and location of all vehicles parked in
the garage and parking lot.
15500 37th Avenue North • Plymouth, MN 55446-3250
Phone: (763) 550-9525 • Fax: (763) 551-0144
0%vocd by Plymouth Housing and Redevelopment Authonry
P
PLYMOUTH
TONNE SQUARE
Resident Services
New Managing Director Jeff Lelivelt was introduced at a meet and greet coffee gathering
on November 6, 2012. Jeff addressed the residents, answered questions about his
background, qualifications and how he anticipated running the complex. There were 41
residents in attendance.
The PTS Saturday Breakfast was held on November 17. Quiche was served and there
were 43 residents in attendance.
The November PTS Birthday Party was held on November 29. There were 39 residents
in attendance.
15500 37th Avenue North • Plymouth, MN 55446-3250
Phone: (763) 550-9525 • Fax: (763) 551-0144
Owned by Ply—th Horsing and Redevelopment Autbodry
Balance Sheet
PLYMOUTH TOWNE SQUARE
459,247
As Of November 30, 2012
111,390
BUILDING
Ending Balance Total
ASSETS
301,779
CURRENT ASSETS
250,941
M I PETTY CASH 500
M I OPERATING ACCOUNT 57,015
M I SEC DEPOSIT CASH ACCOUNT 51,126
INVESTMENTS - WORKING CAPITAL FUND 780,591
INVESTMENTS - NEW DEBT SERVICE 3,246,089
ACCOUNTS REC-TENANTS 4,647
INTEREST RECEIVABLE 600
PREPAID PROPERTY INSURANCE 14,597
PREPAID OTHER 5,573
TOTAL CURRENT ASSETS 4,160,738
FIXED ASSETS
LAND 459,247
SITE IMPROVEMENTS 111,390
BUILDING 5,767,619
BUILDING IMPROVEMENTS 301,779
FURN, FIXT & EQUIP -GENERAL 250,941
FURNITURE & FIXTURES - HOUSEKEEPING 8,696
COMPUTERSIOFFICE EQUIPMENT 13,060
ACCUMULATED DEPRECIATION 3,156,293)
TOTAL FIXED ASSETS 3,756,438
NON-CURRENT ASSETS
DEFFERED CHG-BOND ISS COST 2011A 34,987
DEFERRED CHG - DRIG ISS COSTS 15,007
DEFERRED CHG - BOND ISS COSTS 19,836
TOTAL NON-CURRENT ASSETS 69,830
TOTAL ASSETS 7,987,005
Balance Sheet
PLYMOUTH TOWNE SQUARE
As Of PJovernber 30, 2012
Ending Balance
LIABILITIES
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 8,931
ACCRUED PAYROLL 2,562
ACCRUED COMPENSATED BALANCES 1,673
ACCRUED INTEREST 90,936
ACCRUED REAL ESTATE TAXES 28,326
ACCRUED OTHER 14B
TOTAL CURRENT LIABILITIES
LONG-TERM LIABILITIES
SECURITY DEPOSITS 50,733
BONDS PAYABLE 3,075,000
BONDS PAYABLE - SERIES 2011A 3,165,000
BOND DISCOUNT 26,947)
BOND PREMIUM 74,243
TOTAL LIABILITIES
EQUITY
RETAINED EARNINGS RSRVD FOR DS 3,275,369
RETAINED EARNINGS (1,653,376)
TOTAL EQUITY
CURRENT YEAR INCOMEI(LOSS)
TOTAL LIABILITIES & EQUITY
TOtal
132,596
6,338,030
6,470,626
1,621,993
106,613)
7,987,005
Profit and Loss Variance
PLYMOUTH TOWNE SQUARE
Through November 30, 2012
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
INCOME
APARTMENT RENTAL REVENUE 51,317 50.656 661 580,799 557,216 23,583 607,872
HRA INDIVIDUAL 18,000 18,000 0 19B4O0D 198,000 0 216,000
GARAGE RENT 2,880 2,880 0 31,278 31,680 402} 34,550
GUEST ROOM REVENUE 150 200 50) 1,400 2,200 1100} 2,400
LAUNDRY REVENUE 864 780 84 9,136 8,580 556 9,350
APPLICATION FEE REVENUE 0 53 531 280 583 303) 636
TRANSFER FEE REVENUE 0 0 0 0 560 500) 500
INVESTMENT INCOME 1,OB5 300 785 10,663 3,300 7,363 3,600
MISCELLANEOUS REVENUE 64 130 65) 2,241 1,430 811 1.560
TOTAL INCOME 74,361 72,999 1,362 833,796 603,489 30,307 876,488
EXPENSES
ADMINISTRATION
MANAGER SALARIESANAGES 3,367 3,583 216 33,537 39,413 5,876 42,996
PAYROLLTAXES 470 643 173 6,636 7,073 438 7,716
HEALTH INSURANCE 476 558 82 5,099 6,138 1039 6,696
WORKERS COMP INSURANCE 137 193 56 1,689 2,123 434 2,316
MAINTENANCE SALARIESAPAGES 1,461 1,483 22 16.635 15,313 322) 17,796
MAINTENANCE ASST SALARIESMAGES 945 780 165) 9,736 8,680 1,156) 9,360
EMPLOYEECOSTS 114 51 63) 638 tEl 77) 612
SEMINARITRAINING 25 21 4) 85 231 145 252
BANK FEES 0 7 7 14) 77 91 84
DUES, SUBS & MEMBERSHIPS 0 0 0 55 110 55 110
LICENSE & PERMITS 30 0 30) 924 894 30) 894
MILEAGE REIMBURSEMENT 55 50 6) 951 550 401) 600
POSTAGEIOVERNIGHT EXPRESS 2 11 9 83 121 38 132
PRINTING 0 12 12 0 132 132 144
MANAGEMFNT FEFS 4,400 4,400 0 48,400 48400 O 52,800
PROFESSIONAL FEES 0 300 300 595 3,300 2,705 3.600
TELEPHONE EXPENSE 480 453 27) 5,072 4,983 89) 5.436
EOUIPMENT LEASEIREPAIR 229 155 74) 1,205 1,705 500 1,860
OFFICE SUPPLIES 65 95 30 551 1,045 494 1,140
MISCELLANFOUS ADMIN EXPENSE 0 10 10 0 110 110 120
TOTAL ADMIN EXPENSES 12,256 12,805 549 131,876 141,859 9,981 154,664
RESIDENT SERVICES
RESIDENT PROGRAWACTIVITIES 157 225 68 4,159 2,475 16B4) 4.075
TOTAL RES SERV EXPENSES 157 225 60 4,159 2,475 1,684) 4,075
MARKETING
ADVERTISING 0 15 15 0 165 165 180
TOTAL MARKETING EXPENSES 0 15 15 0 165 165 180
HOUSEKEEPING
CONLRACTLABOR 1,429 1,420 9) 15,469 15,620 152 17,040
CLEANING SUPPLIES 26 200 174 1,040 2,200 1,160 2,400
TOTAL HOUSEKEEPING EXPENSES 1,455 1,620 165 16,509 17,820 1,311 19,440
Profit and Loss Variance
PLYMOUTH TOWNE SQUARE
Through November 3Q, 2012
BUILDING & GROUNDS
CABLE TV EXPENSE
UTILITIES - ELECTRICITY
UTILITIES - GAS
UTILITIES - WATERISEWER
WATER SOFTENING SERVICE
DOORS, KEYS & 1MNDOWS
FIRE SYSTEM SERVICE
LAWN SERVICDLANDSCAPISNOW RMVL
PEST CONTROL
TRASH REMOVAL
UNIT TURNOVER REPAIRS
RESERVOREPLACE CAPITAL EXPENSE
ELEVATOR -REPAIRS & MAINTENANCE
REPAIRS & MAINTENANCE
BUILDING & GROUNDS SUPPL€ES
HVAC - REPAIRS & MAINTENANCE
MISCELLANEOUS B & G EXPENSES
TOTAL BUILDING & GROUNDS
OTHER OPERATING EXPENSES
PROPERTY & LIABILITY INSURANCE
PAYMENT IN LIEU OF PROPERTY TAX
SPECIAL ASSESSMENTS
TOTAL OTHER OPERATING EXPENSES
TOTAL OPERATING EXPENSES
NET OPERATING INCOME! ( LOSS)
DEPREC, INTEREST & OTHER EXPENSE
DEPRECIATION EXPENSE
AMo RTI7ATION EXPENSE
INTEREST EXPENSE
TOTAL DEPREC, INTEREST & OTHER
NET INCOME/ {LOSS(
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
56 61 5 609 671 62 7S2
2,069 1,925 144) 22,520 22,975 455 24,900
1,714 1,000 186 13,553 20,425 6,872 24,525
655 550 105) 8,495 7,850 645) 8,490
166 297 111 3,530 3,267 263) 3,564
220 420 200 3,411 4,620 1,209 5,040
3,206 430 2,775) 6,619 4,730 2,689) 5,160
706 1,775 1,067 12,859 19,525 6.666 21,300
0 0 0 425 495 70 660
571 720 49 7,312 7,920 608 8,640
630 3,733 3,103 28,595 0.063 12,368 44,796
18,427 0 16,427) 169,386 171,910 2,524 171,910
595 650 145 5,323 7,150 11327 7,800
212 1,675 1,463 41,200 26,850 14,350) 2B,525
1,333 915 41 B) 28384 10.065 12,319) 10,98D
216 700 402 14,046 7.760 6,346) 8,400
0 15 15 0 165 155 180
30,811 15,766 15,045) 360,569 357,381 13,188) 375,512
2.409 2.387 22) 26,177 26,257 80 28,644
2,575 2,500 75) 28,326 27,500 625) 30,000
16,124 0 6,124) 16,124 0 16,124) 0
21,108 4,887 16,221) 70,627 53,757 16,870) 58,644
65,787 35,318 30,469) 583,741 573,457 10,284) 612,515
8,574 37,681 29,107 250,055 230,032 20,023 263,973
16,450 16,250 192) 180,947 178,838 2,109) 195,096
465 475 10 5,116 5,225 109 5,700
11,367 11,367 0 169,605 125,037 44,568) 136,404
28,282 26,100 162) 355,668 369,160 46,568) 337,200
19,706) 9,561 29,289) 105,6131 79,060) 26,545) 173,227)
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HOLIDAY DIWAYR
Monday, December 10th.
Dinner will be catered by
the Lookout Bar and Grill.
Seating begins at 5:45 pm.
Ruth Bakke will be
entertaining with piano and
vocals. Door prizes tool
Tickets on sale November
28, 29 & 301h from 10-12.
New Manager Bio
Name — Jeff Lelivelt
Lives — Plymouth, MN
Family — Wife Mary;
Daughter Lindsay;
Mother in Law Dolores
Born — Milwaukee, Wl
Favorite color —
Sky Blue Pink
Drives — His wife
crazy(and a blue Dodge
Caravan)
We will be accepting
donations of ornaments for
our lovely Holiday Trees. If
you have any spares or
just feel like being in a
giving mood, please see
Jeff (or just hang them on
a tree somewhere).
DECEMBER BIRTHDAYS
Happy Birthday to the following residents
who are celebrating birthdays this month!
DALE DAVIES 1
BETTY POMERLEAU 3
TSILYA KATSNELSON 4
RAISA KOCHERGINA 8
LEV RIZI KOV 12
LEONID KRAVCHENKO 15
BARBARA GREENWOOD 17
CHARLOTTE WOLLMAN 29
LO RRAI N E SMITH 30
BEVERLY ANDERSON 31
VADZ1 M DZEM IAN I U K 31
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PLYMOUTH
TOWNE SQUARE
MEMORANDUM
To: Jim Barnes
From: Jeff Lelivelt, Managing Director, Plymouth Towne Square
Date: January 15, 2013
Re: PTS Monthly Report for December 2012
January Newsletter and Calendar attached
Occupancy/Marketing
Resident moved from a 2 bedroom (315) to a 1 bedroom (128).
Open 2 bedroom (310) rented; move in slated for 2/1/2013
3 residents took garage spaces for the winter.
Resident moved out of #227. New carpet & vinyl flooring to be installed; painting and
refinishing cupboards done. Available to rent by 21112013.
2 bedroom wait list —16; 1 bedroom wait list —160.
Rent notices sent out with 2% increase for 2013.
1 notice to vacate (210) by 113112013.
Administrative/Building Operations
Met with representatives of Republic Services, the local ops people for Allied Waste.
Planned switch from Waste Management on 12/31/2013 went smoothly.
The emergency generator was repaired and tested. One week later the system alarm
went off. Cummins came out and reset the unit and suggested that a valve be put in to
prevent gasoline back flow.
Ownership and location of all vehicles parked in the garage and parking lot has been
established.
East elevator stopped working. System was rebooted.
15500 37th Avenue North • Plymouth, MN 55446-3250
Phone: (763) 550-9525 • Fax: (763) 551-0144
Owned by Plymouds Housing mid Redevelopment Authoriry
Resident Services
There was no PTS breakfast this month as the resident volunteer cook had taken ill and
a replacement couldn't be found on short notice.
The PTS Holiday Party was held on December 101h. 72 people attended.
The PTS birthday party was held on December 27`". We had very low attendance of 8
people (most likely due to timing.)
Ham nr
New
Year:::
The PTS Breakfast will be
held Saturday, January
19th 8:30 — 10:00 am.
Tickets will be on sale for
3.50 Mon — Wed, 10a to
noon or $4.00 at the door.
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.
Taylor Maries
will be here Monday
January
21St 10a -noon for
a clothes sale.
Family is not always blood
relatives. It's the people in
your life who are glad you
are in theirs.... the ones
who accept you for who
you are.—the ones who
would do anything to see
you smile.... the ones who
are truly your friends.
Thank for letting me
become part of your family
at Plymouth Towne
Square and may you all
have an excellent 2013.
jeff
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vwesin"g Crossing
MEMORANDUM
To: Jim Barnes
From: Sara Paquette
Date: November 13, 2012
RE: Vicksburg Crossing Monthly Report for October 2012
November Newsletter and November Calendar attached
Rentals:
As of October 31st, we have 91 occupied apartments with 3 vacant, and we have 1 deposit at this time,
giving us a total of 2 apartments available to rent. The Low Income Apartment waiting list now has 40
names so we have been adding interested people to the list.
Listed below is a breakdown of units that are occupied and vacant.
Style (Total #)
Square Feet Bedrooms
Occupied Vacant Deposits Est'd Move in
Style A (23) 850 Sq Ft 1 Bedroom
22 1
0
Style C (8) 884 Sq Ft 1 + Den S 0 0
Style C2 (8) 950 Sq Ft 1 + Den S 0
0
Style D (8) 1187 Sq Ft 2 Bedroom S 0 0
Style D2 (4) 1281 Sq Ft 2 Bedroom 4 0 0
Style E (7) 1055 Sq Ft 2 Bedroom G 1
0
Style E2 (3) 1055 Sq Ft 2 Bedroom 3 0 0
Affordable
33) 725 Sq Ft 1 Bedroom 32 1 1 December 1st
TOTALS 192 13 1 1
3155 Vicksburg Lane N • Plyn-touth, NIN 55447 • Phone (763)559-1877 • Fax (763)559-0144 • www.ci.plymoulh.mmus
Owned by Plymouth Housing and IiedevelopmenL Authority 121
EQUAL HOUSING
OPPORTUNITY
Move-Ins/Move-Outs:
We had two move ins this month on October 15th. One into a large 2 bedroom apartment (style D) and
one into a 1 bedroom (style Q. We had a transfer from apartment 103 to apartment 404. We had two
move outs this month one from a market rate 2 bedroom (style E) and one from an affordable 1 bedroom.
Marketing
The traffic and phone inquiries slowed down toward the end of this month. More people who are
contacting the building now are looking to move in the early spring. Depending on our occupancy, we
will plan to have an open house in the spring.
Resident Services
On Wednesday, October
17t'
Store to Door came to talk about their grocery delivery service.
On Wednesday, October 31" we had our Halloween party. Everyone had a lot of fun. We had baked
penne and garlic bread from Broadway Pizza, for dessert we had pumpkin pie with whipped cream. The
residents also enjoyed the music and even did a little dancing.
We had our monthly birthday party on Thursday, October 18th. 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.
Buildin Issues
No building issues this month.
Balance Sheet
VICKSBURG CROSSING
874,593
As Of October 31, 2012
238,793
BUILDING
Ending Balance Total
ASSETS
348,957
CURRENT ASSETS
4,711
M I PETTY CASH 612
M I OPERATING ACCOUNT 467,425
M I SECURITY CASH ACCOUNT 56,648
INVESTMENTS - WORKING CAPITAL FUND 297,073
INVESTMENTS - DEBT SERVICE 233,758
ACCOUNTS REC-TENANTS 63
INTEREST RECEIVABLE 400
ACCOUNTS REC-OTHER 90
PREPAID PROPERTY INSURANCE 17,890
PREPAID OTHER 3,442
TOTAL CURRENT ASSETS 1,077,402
FIXED ASSETS
LAND 874,593
SITE IMPROVEMENTS 238,793
BUILDING 9,025,428
FURNITURE, FIXTURES & EQUIP -GENERAL 348,957
COMPUTER SJOFFICE EQUIPMENT 4,711
ACCUMULATED DEPRECIATION 2,178,893)
TOTAL FIXED ASSETS 8,313,589
NON-CURRENT ASSETS
BOND ISSUANCE COST 52,788
TOTAL NON-CURRENT ASSETS 52,788
TOTAL ASSETS 9,443,779
Balance Sheet
VICKSBURG CROSSING
As Of October 31, 2012
Ending Balance Total
LIABILITIES
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 9,334
HEARTS & MEMORIALS FUND DONATIONS 112
ACCRUED PAYROLL 2,334
ACCRUED COMPENSATED BALANCES 1,673
ACCRUED INTEREST 116,892
ACCRUED REAL ESTATE TAXES 43,943
ACCRUED OTHER 188
TOTAL CURRENT LIABILITIES 174,476
LONG-TERM LIABILITIES
SECURITY DEPOSITS 53,176
BONDS PAYABLE 10,065,000
BOND DISCOUNT 27,873)
10,090,303
TOTAL LIABILITIES 10,264,779
EQUITY
RETAINED EARNINGS-RSRVD FOR DS 416,516
RETAINED EARNINGS (1,153,291)
TOTAL EQUITY (736,773)
CURRENT YEAR 1NCOME!(LOSS) (84,227)
TOTAL LIABILITIES & EQUITY 9,443,779
Profit and Loss Variance
VICKSBURG CROSSING
Through October 31, 2092
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
INCOME
APARTMENT RENTAL REVENUE 00,419 66,933 1,466 079,75D 871,205 8,545 1,046,696
APARTMENT RENTAL REVENUE -COUNTY 2,119 2,679 560) 26,729 26,79D 61) 32,148
HRA SUBSIDY -TAX LEVY 2,000 2,000 0 2D,ODD 20,OOD 0 24,000
GARAGE RENT 2,950 2,925 25 29,297 29,250 47 35,100
GUEST ROOM REVENUE 70 98 20) 2,735 980 1,755 1.176
LATE FEE REVENUE 20 0 20 250 0 250 0
APPLICATION FEE REVENUE 70 a5 35 595 350 245 420
TRANSFER FEE REVENUE 0 0 0 300 500 200) 500
INVESTMENT INCOME 106 100 6 3,239 1,000 2,239 1,200
MISCELLANEOUS REVENUE B19 600 219 7,095 6,000 1,095 7,200
TOTAL INCOME 95,573 95,370 1,203 969,990 956,075 13,915 1,147,440
EXPENSES
ADMINISTRATION
MANAGER SALARIES 4,105 4,017 00) 40,387 40,170 217) 48,204
PAYROLLTAXES 403 691 200 6,686 6,910 225 8,292
HEALTH INSURANCE 1,120 1,326 206 10,946 13.260 2,314 15,912
WORKERS COMP INSURANCE 134 205 71 1,480 2,050 570 2,460
MAINTENANCE SALARIESIMGES 1,545 1,483 62) 15,174 14,830 344) 17,796
MAINTENANCE ASST SALARIES 868 780 88) 8,791 7,800 991) 9,360
EMPLOYEE COSTS 74 51 23) 524 510 1 4) 512
SEMINARITRAINING 0 21 21 69 210 121 252
BANK FEES 0 5 5 20 50 30 60
DUES, SUBS d MEMBERSHIPS 0 10 10 55 100 45 120
LICENSE & PERMITS 0 0 0 876 876 0 876
MILEAGE REIMBURSEMENT 68 50 1 B) 806 500 306) 600
POSTAGEIOVERNIGHT EXPRESS 5 16 11 102 160 50 192
PRINTING 0 5 5 58 50 8) 50
MANAGEMENT FEES 4,000 4,000 0 40,000 40,000 0 48,000
PROFESSIONAL FEES 27 300 274 2,901 3,000 99 3,600
TELEPHONE EXPENSE 548 490 50) 4,970 4,900 70) 5,880
EQUIPMENT LEASE/REPAIR 69 125 56 1,124 1,250 12e 1,500
OFFICE SUPPLIES 78 96 18 811 96D 149 1,152
TOTAL ADMIN EXPENSES 13,043 13,671 628 135,800 137,586 1,786 164,928
RESIDENT SERVICES
RESIDENT PROGRAWACTIVITIES 553 205 288) 2,812 7,650 162) 4.515
TOTAL RES SERV EXPENSES 553 265 1288) 2,812 2,650 162) 4,615
MARKETING
POSTAGE 0 0 0 15 0 15) 0
ADVERTISING 218 400 184 2,904 4,000 1,096 4.800
PROMOTIONALIPARTIES 0 0 0 309 1,100 791 1,10D
TOTAL MARKETING EXPENSES 216 400 184 3,228 5,100 1,872 6,900
HOUSEKEEPING
CONTRACT LABOR 961 965 4 9,933 9,650 283) 11,580
CLEANING SUPPLIES 246 100 148) 1,124 1.0o0 124) 1.20D
TOTAL HOUSEKEEPING EXPENSES 1,207 1,065 142) 11,057 10,650 1407) 12,780
BUILDING & GROUNDS
CABLE TV EXPENSE 120 115 5) 1,192 t,150 42) 1,380
UTILITIES - ELECTRICITY 1,074 2,125 1,051 19,800 22,525 2,725 27,025
UTILITIES - GAS 933 1,800 867 13,199 17,450 4,251 23,350
UTILITIES - WATERISEWER 1,125 925 fl 98) 10,237 10,050 187) 11000
WATER SOFTENING SERVICE 188 120 60) 1,487 1,280 187) 1,536
DOORS, KEYS & WINDOWS 0 72 72 BOB 720 188) 664
FIRE SYSTEM SERVICE 53 30.5 252 3.906 3,050 856) 3,66D
LAWN SERVICEJLANDSCAP/SNCWRMVL 1,137 1,400 263 9,791 14,000 4,209 16,8DD
PEST CONTROL 0 0 0 2,872 495 2,377) 650
TRASH REMOVAL 932 735 1191) 7,789 7,350 439) 8,820
UNIT TURNOVER REPAIRS 593 2,333 1,740 25,282 23,330 1,952) 27,996
RESERVFJREPLACE CAPITAL EXPENSE 0 0 0 0 2,500 2,500 2,50D
ELEVATOR -REPAIRS & MAINTENANCE 402 415 13 4001 4,150 149 4,980
REPAIRS & MAINTENANCE 1,745 760 995) 22,005 14,300 7,706) 15,800
Profit and Loss Variance
VICKSBURG CROSSING
Through October 31, 2012
BUILDING & GROUNDS SUPPLIES
HVAC - REPAIRS & MAINTENANCE
MISCELLANEOUS B & G EXPENSES
TOTAL BUILDING & GROUNDS
OTHER OPERATING EXPENSES
PROPERTY & LIABILLTY INSURANCE
PAYMFNT IN LIEU OF PROPERTY TAX
TOTAL OTHER OPERATING EXPENSES
TOTAL OPERATING EXPENSES
NET OPERATING INCOME / ( 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
681 1,000 319 6,855 10,000 3,145 12,060
333 550 217 5,837 5,500 337) 6.600
0 15 15 0 150 150 180
9,314 12,668 3,354 136,144 138,000 2,856 166,051
2,541 2,492 49) 25,069 24,920 149) 29,8U4
4,394 4,331 63) 43,943 43,310 633) 51,972
8,935 6,823 112) 69,013 68,230 783) 81,676
31,26B 34,892 3,624 357,054 362,216 5,162 436,050
65,304 80,478 4,826 612,936 593,859 19,077 711,390
30,723 30,646 Q7) 307,226 306,460 766) 367,752
325 303 22) 3,255 3,030 225) 3,636
36,964 39.964 0 385,582 389,640 2,958 467,588
70,012 69,913 199) 697,163 699,130 1,967 838,956
4,708) 9,435) 4,727 84,227) 105,271) 21,044 127,$66)
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V' 1 "h1C *S t1Yg L:109571`lg
November 2012
I will be back full time at Vicksburg Crossing very soon. They have hired
a manager for Plymouth Towne Square so it is just a matter of getting the
person trained in. I know during the past couple of months I have not
been as quick to answer phone calls or to get back to residents who have
questions. I would like to thank all of you for your patience as I split my
time between the two buildings.
The holidays are right around the corner. I will need help again this year
decorating the lobby, community room and the trees. If you can, and
would like to help, please come down to the lobby at 10:00 am on Mon-
day, November 26th. This year we will have coffee and treats for our vol-
unteers!
Thank You!
Thanksgiving Holiday
The office will be closed on Thursday, November 22nd and Fri-
day, November 23rd for the ThanksgivingADAN' __ holiday.
t
L Mark Your Calendars!!
This year our holiday party will be on Tuesday, December 11 th at 5:3 0
in the community room. The party will be catered by Lookout Bar
and Grill. We will have good food, good music and good friends. I IT
hope you will be able to attend!
e
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Lib B PW An. }p PVT PS& }3 Ais }b }<s h' Bid }'+P h`M }S }4 }.& }fs }4 }'ES }4 }CA ! Y{a h W Bis P' }6 F.9a;% V p CT IW 6T K 8 4 4w E ` Q & # e G is g4 $T IT dT GA 5 0
n D o o a
Resident Coffee a nd Meeting p
D On the first Wednesday of every month we combine our coffee hour with
dent meeting. The meeting begins at 9:00. It is a good opportunityresi<:;vW
r
D - for residents to discuss any ideas or concerns with management. = D
iL
Writing Group
Our writing group meets 2 Wednesdays a month at 1:30 in the community room. New resi-
dents are welcome to join the group. You do not have to have advanced writing skills. It is a
time to share and record memories or life experiences.
Nail Clinic
Comfort Keepers will be here to provide a nail clinic on Thursday, November 8th
from 1:30-3:30 in the community room.
Welcome!
We have three new residents who moved in during the month of October. Please welcome
Adele Colich in apartment 322 and Randy and Helen Russett in apartment 305.
Welcome to Vicksburg Crossing!
r Ali )} r
7A-1-
1.
r} r} )ICIE
76 Rent is due on or before Monday, November 5th 7Fi6i6I
Ir V Ir \}i \Ir }i }i }i }r Ir }i }r \}i }i 14-C, i 114 Ali Ali }r \}r }ii} i} 7} s} i} )K sFC i} i}/ r}E )11 r} ,!( 7} r} -r}\ i}1 i} i} ifs 14- i}v 7} i ,
60
iMC *
Building and Maintenance Updates
We have had some newspapers go missing in the building. If you do
not have the newspaper delivered to your door we very often have an ex-
tra one down in the lobby.
Thank You!
hs$ F F0 FW PGq PW .W P !6p P' Fm. FA M$ Ye9 .p PW PR6 !i9 l.. P P+7 P FW fes. rA !6. l49. F W Fm F.W !t9 FW }R
4 q4qP-!S6 F-! W p4 !- qg
Holiday Stress
F
F
e
FM.
v Most of us look forward to the holiday season when we spend time with family and friends,
enjoy good food and share the memories of past holidays. OT
OT
i 7 But this time of year can also be a hectic, stressful time. Though we cannot avoid the busy
Xschedule that comes with the season, there are some simple things you can do to minimize
a your stress:
X
IT 1) The holidays do not have to be perfect. You have a whole month to do what you can but '
you do not have to do everything.
F2) Take a nap when you can. With your busy schedule you will need to be well rested.
3) Eat healthy. Watch your alcohol and food intake. Eating is part of the joy of the season
es.
g
P but don't over indulge. a
41
Aa0
4) Wash your hands frequently. When we socialize or go out shopping we are exposed to a
i
lot more germs. N,
5)
litt,
Don't shop beyond your means. It is fun to buy gifts for children and grandchildren, but Gil
we all can get carried away. Often times simple gifts are the most appreciated. 4T
IT 6) Share a holiday tradition.
4 7) Drink plenty of water.
a
d
8) Get some exercise. It feels pretty good to take a nice walk after a big holiday meal.
9) Make sure to get some time alone.
10) Watch a favorite holiday movie.$
q
Happy Birthday to the following `r
residents this month:
November Birthdays will be celebrated on
Thursday, November 15th at 2:00
in the Community Room
The birthday celebration is open to all residents who wish to come down
and help us celebrate.
Even if it's not your birthday)
Our birthday party is always on the 3rd Thursday of the month.
Vivian Flaherty
Arlene Olson
Irving Adams
Marlyce Becker
Adele Colich
November 3rd
November 10th
November 19th
November 22nd
November 29th
cn
cn
2)
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iMa
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FAA
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N
wksburg Crossi g
MEMORANDUM
To: Jim Barnes
From: Sara Paquette
Date: December 13, 2012
RE: Vicksburg Crossing Monthly Report for November 2012
December Newsletter and December Calendar attached
Rentals:
As of November 30th, we have 91 occupied apartments with 3 vacant, and we have 2 deposits at this time,
giving us a total of 1 apartment available to rent. The Low Income Apartment waiting list now has 43
names so we have been adding interested people to the list.
Listed below is a breakdown of units that are occupied and vacant.
Style Total #)
Square Feet Bedrooms
Occupied Vacant Deposits Est'd Move in
Style A (23) 850 Sq Ft 1 Bedroom
22 1
0
Style C (8) 884 Sq Ft 1 + Den 8 0 0
Style C2 (8) 950 Sq Ft 1 + Den 8 0
0
Style D (8) 1187 Sq Ft 2 Bedroom 8 0 0
Style D2 (4) 1281 Sq Ft 2 Bedroom 4 0 0
Style E (7) 1055 Sq Ft 2 Bedroom 6 1
December 1st
0
Style E2 (3) 1055 Sq Ft 2 Bedroom 3 0 0
Affordable
33) 725 Sq Ft 1 Bedroom 32 1 0 December 1st
TOTALS 1 191 13 1 0
3150 Vic)zs(uro Lane N • Plymouth, MN 55447 • Phone (763)559-1877 • Fax (763)559-0U4 • nrnw.ci.plyinouth.inn. us
Owned ky PltianOLA Housing and Redevelopment Aiithoriiy
EQUAL HOUSING
OPPORTNNlTY
Move-Ins/Move-Outs:
We had no residents move in or out in the month of November.
Marketing
Considering we are approaching the holidays, November proved to be a pretty busy month. We had
several tours and received two deposits, one for 117 and one for 111.
Resident Services
We had a Nail Clinic on Thursday, November 8th.
On Wednesday, November
14th we had someone come to answer questions about what changes there will
be in Medicare in 2413.
We had our monthly birthday party on Thursday, November 15th. 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.
BuildinLy Issues
On Monday, November 19th and Tuesday, November 2& we had all our dryer vents cleaned.
Balance Sheet
VICKSBURG CROSSING
As Of November 30, 2012
Ending Balance
ASSETS
CURRENT ASSETS
M I PETTY CASH 612
M I OPERATING ACCOUNT 493,870
M I SECURITY CASH ACCOUNT 53,931
INVESTMENTS - WORKING CAPITAL FUND 302,803
INVESTMENTS - DEBT SERVICE 279,469
ACCOUNTS REC-TENANTS 417
INTEREST RECEIVABLE 200
ACCOUNTS REC-OTHER 60
PREPAID PROPERTY INSURANCE 15,349
PREPAID OTHER 4,067
TOTAL CURRENT ASSETS
FIXED ASSETS
LAND 674,593
SITE IMPROVEMENTS 238,793
BUILDING 9,025,428
FURNITURE, FIXTURES & EQUIP -GENERAL 348,957
COMPUTERSIOFFICE EQUIPMENT 4,711
ACCUMULATED DEPRECIATION 2,209,616)
TOTAL FIXED ASSETS
NON-CURRENT ASSETS
BOND ISSUANCE COST
TOTAL NON-CURRENT ASSETS
52,570
Total
1,150,799
8,282,866
52,570
TOTAL ASSETS 9,486,235
Balance Street
VICKSBURG GROSSING
As 4f November 30, 2012
Ending Balance
LIABILITIES
CURRENT LIABILITIES
ACCOUNTS PAYABLE -TRADE 13,353
HEARTS a MEMORIALS FUND DONATIONS 112
ACCRUED PAYROLL 2,785
ACCRUED COMPENSATED BALANCES 1,673
ACCRUED INTEREST 155,856
ACCRUED REAL ESTATE TAXES 48,338
TOTAL CURRENT LIABILITIES
LONG-TERM LIABILITIES
SECURITY DEPOSITS 53,926
BONDS PAYABLE 10,065,000
BOND DISCOUNT (27,765)
TOTAL LIABILITIES
EQUITY
RETAINED EARNINGS-RSRVD FOR DS 416,516
RETAINED EARNINGS (1,153,291)
TOTAL EQUITY
CURRENT YEAR INCOMEI(LOSS)
TOTAL LIABILITIES & EQUITY
Total
222,117
10,091,161
10,313,278
736,773}
90,270)
9,486,235
Profit and Loss Variance
VICKSBURG CROSSING
Throtigh November 30, 2012
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
INCOME
APARTMENT RENTAL REVENUE 89,568 66,933 2,635 969,318 958,138 11,180 1,045,695
APARTMENT RENTAL REVENUE -COUNTY 2,127 2,679 552} 28,656 29,469 613) 32,148
HRA SUBSIDY -TAX LEVY 2,00D 2,000 0 22,ODD 22,000 0 24,000
GARAGERENT 3,015 2,925 90 32,312 32,175 137 35,100
GUEST ROOM REVENUE 240 98 142 2,975 1,078 1,897 1,176
LATE FEE REVENUE 40 0 40 290 0 290 0
APPLICATION FEE REVENUE 35 35 0 630 3a5 245 420
TRANSFER FEE REVENUE 0 0 0 300 500 200) 500
INVESTMENT INCOME 1,006 100 906 4,245 1,100 3,145 1,200
MISCELLANEOUS REVENUE 270 600 330) 7,365 6,600 765 7,200
TOTALINCOME 98,301 95,370 2,931 1,068,291 1,051,445 16,846 1,147,440
EXPENSES
ADMINISTRATION
MANAGER SALARIES 3,973 4,017 44 44,360 44,187 173) 48,204
PAYROLL TAXES 462 691 229 7,148 7 801 453 8,292
HEALTH INSURANCE 1,120 1,326 206 12.066 14,586 2,520 15,912
WORKERS COMP INSURANCE 138 205 67 1,616 2,255 637 2,463
MAINTENANCE SALARIES GES 1,451 1,483 22 10.635 16 .313 322) 17,796
MAINTENANCE ASST SALARIES 945 780 165) 9,736 8,580 1,156) 9,360
EMPLOYEECOST5 00 51 29) 604 561 43) 612
SEMINARrrRAINING 0 21 21 89 231 142 252
BANK FEES 0 5 5 2D 55 35 60
DUES, SUBS & MEMBERSHIPS 0 10 10 55 110 55 120
LICENSE B PERMITS 0 0 0 876 676 0 876
MILEAGE REIMBURSEMENT 55 50 0) 862 550 312) 600
POSTAGEIOVERNIGHT EXPRESS 0 16 16 102 175 74 192
PRINTING 0 5 5 58 55 13) 60
MANAGEMENT FEES 4,000 4,000 0 44,000 44,000 0 40,000
PROFESSIONAL FEES 8O 300 221 2,981 3,300 319 3,600
TELEPHONE EXPENSE 506 490 16) 5,476 5,390 00) 5,880
EQUIPMENT LEASEIREPAIR 69 125 56 1,193 1,375 182 1,500
OFFICE SUppLIFS 0 96 96 611 1,056 245 1,152
TOTAL ADMIN EXPENSES 12,690 13,671 781 148,690 151,257 2,567 164,928
RESIDENT SERVICES
RESIDENT PROGRAMIACTIVITIES 162 265 193 2,975 2915 160) 4,515
TOTAL RES SERV EXPENSES 162 265 103 2,975 2,915 60) 4,515
MARKETING
POSTAGE 0 0 0 15 0 15) 0
ADVERTISING 0 400 400 2,904 4,400 1.495 4.800
PROMOTIONALIPARTIES 0 0 0 309 1,100 791 1,100
TOTAL. MARKETING EXPENSES 0 400 400 3,228 5,600 2,272 5,900
HOUSEKEEPING
CONTRACT LABOR 926 985 39 10,859 10,615 244( 11,580
CLEANING SUPPLIES 158 100 58) 1 282 1.100 182) 1,200
TOTAL. HOUSEKEEPING EXPENSES 1,084 1,066 19) 12,141 11,716 426) 12,780
Profit and Loss Variance
VICKSBURG CROSSING
Through Novembor 30, 2012
MTD Actual Budget Var. YTD Actual Budget Var. Year Budget
BUILDING & GROUNDS
CABLE TV EXPENSE 120 115 5) 1,312 1,265 47) 1,38D
UTILITIES - ELECTRICITY 1,549 2,125 576 21,349 24,550 3,301 27,025
UTILITIES - GAS 2,163 2,100 63) 15,362 19,550 4,188 23,350
UTILITIES - WATERISEVIER 864 925 61 11,101 10,975 126) 11,900
WATER SOFTENING SERVICE 0 128 128 1,467 1,408 59) 1,536
DOORS, KEYS & M14DOVVS 0 72 72 908 792 116) 864
FIRE SYSTEM SERVICE 53 305 252 3,959 3,355 804) 3,660
LAWN SERVICE7LANDSCAPISNOW RMVL 689 1,400 711 10,480 15,400 4,920 16,800
PESTCONTROL 2,144 0 2,144) 5,016 495 4,521) 660
TRASH REMOVAL 858 735 123) 8,647 6,065 562) 8,820
UNIT TURNOVER REPAIRS 0 2,333 2,333 25,282 25,663 381 27,996
RESERVEIREPLACE CAPITAL EXPENSE 0 0 0 0 2,500 2,500 2,500
ELEVATOR -REPAIRS & MAINTENANCE 402 415 13 4,403 4,565 162 4,980
REPAIRS & MAINTENANCE 2,575 750 1,025} 24,581 15,050 g,531) 15,800
13UILDFNG& GROUNDS SUPPLIES 1,319 1,000 pi 9) 8,174 11,003 2,826 12,000
HVAC -REPAIRS & MAINTENANCE 525 550 24 6,363 6,050 313) 6,600
MISCELLANEOUS B & G EXPENSES 0 15 15 0 165 165 180
TOTAL BUILDING & GROUNDS 13,260 12,968 292) 146,404 150,968 2,564 166,051
OTHER OPERATING EXPENSES
PROPERTY A LIABILITY INSURANCE 2,541 2,492 49) 27,610 27,412 198) 29,904
PAYMENT IN LIEU OF PROPERTY TAX 4,394 4,331 63) 48,338 47,641 697) 51,972
TOTAL OTHER OPERATING EXPENSES 6,935 6,623 112) 75,946 75,053 895) 61,676
TOTAL OPERATING EXPENSES 34,332 35,192 860 391,366 397,406 6,022 436,050
NET OPERATING INCOME f ( LOSS) 63,969 60,178 3,791 676,905 654,037 22,866 711,390
DEPREC, INTEREST & OTHER EXPENSE
DEPRECIATION EXPENSE 30,723 30,645 77) 337.949 337.106 843) 367,752
AMORTIZATION EXPENSE 325 303 22) 3,580 3,333 247( 3,636
INTEREST EXPENSE 38,964 38,954 0 425,646 426,604 2,958 467,568
TOTAL DEPREC, INTEREST & OTHER 70,012 69,913 99) 767,175 769,043 1,866 838,956
NFL INCOME I (LOSS) 6,043) 9,735) 3,692 90,270) 115,006) 24,736 127,566)
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December 2012
The holidays are quickly approaching, hopefully we will have a little
snow this year. We finished decorating the building for the holidays and it
looks wonderful! ! Thank you to all the fantastic volunteers that helped, it
turned out to be a pretty big j ob. Our new lobby tree looks great! !
It's good to be back at Vicksburg Crossing Ultime. I am finally catching
up on my office paperwork. Thank you to all the residents and families
for your patience during the time while I was working at both the build-
ings and was not as available.
I hope everyone has a wonderful holiday season and that you enjoy
spending time with family and friends.
Be sure to join your neighbors and friends at Vicksburg Crossing for our
holiday party!
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Holiday Party
t It is time for the annual Vicksburg Crossing holiday party. It is sched-
T uled for Tuesday, December 11th at 5:30 in the community room.
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Lookout Bar & Grill will be catering the party again this year. Gary 444
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p and Sue Gotler will be performing some of your favorite holiday A
songs. Tickets for the party will be $5.00 and will be on sale in the
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community room on Wednesday, December 5th and Thursday, Decem-
ber 6th from 10-12. You can purchase them in the office until Friday, a
December 7th. We need to order food so there will be no tickets sold 4
after Friday, December 7th. a
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There will be a volunteer sign up sheet outside my office.
Hope to see you at the party to celebrate the season!! 4
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Building and Maintenance updates
During the holiday season it is very busy in the building. We have a
lot of family and friends coming to visit so 1 would like to remind resi-
dents not to let people you do not know in the front security door. If
they are here to visit someone in the building they can call them on either
the lobby phone or their cell phone.
Bridge Players
We have a group of residents that play Bridge every Tuesday at 1:40 in the community room.
They are always looking for more people who like to play and would be interested in joining
the group. If you are either new to the building, or you just have not had time to play before
and would like to join now, come down to the community room
Tuesdays at 1:00.
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Hearing Services
Beth Cherryholmes from the Minnesota Department of Human Services will be here on
Wednesday, December 5th, after our resident meeting, to talk about the Telephone Equipment
Distribution Program. She will be talking about various free telephone equipment available
for the deaf or hard of hearing.
V
V. Hearts & Memorial
IV 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
completely voluntary. We use the funds to buy flowers for residents who have been
it
pitalized, lost a loved one or we contribute to memorials for residents who have passed
away.
Thanks to Nedra who has volunteered to help with the purchase of Hearts & Memorial. p p V
Please tell Management or Nedra if you know of a resident in need.
Thank You!!!
Resident Coffee and Meeting
On the f rst Wednesday of every month we combine our coffee hour with
a resident meeting. The meeting begins at 9:00. It is a good opportunity
for residents to discuss any ideas or concerns with Management.
At our meeting on Wednesday, November 7th we discussed the new re-
cycle bags from Hennepin County Environmental Services that were left
on each resident's door. There is information in the bags about recy-
cling. The bags can be used to take your recycling down to the dump-
sters and after each use you can rinse out the bag and reuse it.
Writing Group
Our resident writing group will be taking a break over the holidays. If there is not enough in-
terest in January they will discontinue the group indefinitely. All residents are welcome to
join the writing group. It is a wonderful opportunity to record and share your
memories and life experience. kx Residents are also welcome to contribute writing to the newsletter.
Welcome!
We have one new resident this month. Please welcome Claudia Tomlin in
apartment 111.
Welcome to Vicksburg Crossing!
Rent is due on or before Wednesday, December 5th
HappyBirthday to the followipg
December Birthdays will be celebrated on
Thursday, December 20th at 2:00
in the Community Room
The birthday celebration is open to all residents who
wish to come down and help us celebrate.
Even if it's not your birthday)
Our birthday party is always on the 3rd Thursday of the month.
Eunice Golfis December 16th
Ascension Preschool
Each year in December the students from Ascension Preschool come to perform for residents
at Vicksburg Crossing. This year they will be coming on Wednesday, December 19th at
10:00 to perforin their holiday show. The children love to have an audi-
ence and residents enjoy the performance.
Cookies and milk are served following the performance.
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MEMORANDUM
To: ,dim Barnes
From: Sara Paquette
Date: January 14, 2013
RE: Vicksburg Crossing Monthly Report for December 2012
January Newsletter and January Calendar attached
Rentals:
As of December 31st we have 93 occupied apartments with 1 vacant, and we have 1 deposit at this time,
giving us a total of 0 apartments available to rent. The Low Income Apartment waiting list now has 40
names so we have been adding interested people to the list.
Listed below is a breakdown of units that are occupied and vacant.
Style (Total #)
Square Feet Bedrooms
Occupied Vacant Deposits Est'd Move in
Style A (23) 850 Sq Ft 1 Bedroom
22 1 February 1st
1
Style C (8) 884 Sq Ft 1 + Den S 0 0
Style C2 (8) 950 Sq Ft 1 + Den S 0
0
Style D (8) 1187 Sq Ft 2 Bedroom S 0 0
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
33) 725 Sq Ft 1 Bedroom 32 0 0
TOTALS 193 1 Y 10
3155 Viclxsbuig Lane N • P]ymoutb, MN 55447 • Phone (763)559-1877 • Fax (763)559-014-1 • WWv.ei.P6'-'1t1i.zn-.us
Owned by Plymouth Housing and Peclevelopment Auth"rity
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EQUAL HOUSING
OPPORTUNITY
Move-Ins/Move-Outs:
We had no residents move out in December. We had residents move into 117 a 2 bedroom (style E) and
111 an affordable apartment.
Marketing
Traffic did slow down the month of December but still more traffic than we have had previous years
during the same time, especially walk in traffic.
Resident Services
We had Beth from Minnesota Human Services come on Wednesday, December 5h
to talk to the residents
about different hearing services available through the department.
We had a wonderful holiday party on Tuesday, December 11h.
We had holiday music, the residents
always like the food from Lookout Bar and Grill, and with all the volunteers we had the service was good
too.
We had our monthly birthday party on Thursday, December 20th. 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
We had no building issues this month.
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January 2013
It seems like we just put the holiday decorations up and it is already time
for them to come down. If you are willing and able to help with this pro-
ject please come down to the lobby on Friday, January 4th at 10:00 am.
Just like many chores around the house, it is not very fun but it has to be
done. The more people we have to help the better!
Thanks to all the great volunteers we had at the holiday party. It was a
wonderful night and with all the help we had, including Jody from Grace
Management and Jim from the City of Plymouth, things ran quite
smoothly.
Hearts and Memorial Luncheon
We will have a Hearts and Memorial luncheon on Thurs-
day, January 16th at 12:00. This is a time to share
memories of the residents who left Vicksburg Crossing in 2012. We
had quite a few residents, who moved in very shortly after the build-
ing opened, that had to leave this passed year for various reasons.
All of them will be missed very much!
This luncheon is a good opportunity to share your memories, photos,
and stories about the residents. There will be no charge for the party,
but there will be a sign up sheet outside my office so I know how
much food to purchase. -I hope you can come to celebrate all these
wonderful residents that were part of the Vicksburg Crossing
community!
Maryalyce Elsen is moving and she will be missed. Thanks
to Sam she is taking a little memento of Vicksburg Crossing with
her !
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HMpy BirthdU to the • • •
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January Birthdays will be celebrated on
Thursday, January 17th at 2:00
in the Community Room
The birthday celebration is open to all residents who
wish to come down and help us celebrate.
Even if it's not your birthday)
Our birthday party is always on the 3r 1 Thursday of the -month.
Laura Roiger January 7th
Cheri Balthazor January 8th
Eileen Morhaim January 18th
Pat Forcier January 21 st
Ida Beltrand January 29th
LuE11a Stole January 31 st
Our resident meeting will be on Wednesday, January 2nd at 9:00 in the°
community room.
All residents are welcome. It is a good time to express concerns or ask a
questions.
m
Jim Barnes, the Housing Manager for the City of Plymouth, attended our
6 last meeting and answered resident's questions. =. _
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Thank You! ! !#
s I would like to thank Jeanette and AJ for putting out treats in the lobby for visitors and
residents on Monday, December 24th and Tuesday, December 25th. It was very nice of
ov them to take time away from their busy schedules to make sure everyone felt welcome and f;-
had a place to gather and visit on the holidays. Many residents commented on how much411
A* they appreciated it.
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Nail Clinic
We have a nail clinic scheduled for Thursday, January 10th from 1:30---3:30
in the community room. The cost is $25.00 and they will soak your feet and
bim your toenails.
If you are interested there is a sign up sheet outside the office.
Welcome!
We have two new resident this month. Please welcome Greg and Diane who moved into
apartment 117.
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Our resident meeting will be on Wednesday, January 2nd at 9:00 in the°
community room.
All residents are welcome. It is a good time to express concerns or ask a
questions.
m
Jim Barnes, the Housing Manager for the City of Plymouth, attended our
6 last meeting and answered resident's questions. =. _
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Thank You! ! !#
s I would like to thank Jeanette and AJ for putting out treats in the lobby for visitors and
residents on Monday, December 24th and Tuesday, December 25th. It was very nice of
ov them to take time away from their busy schedules to make sure everyone felt welcome and f;-
had a place to gather and visit on the holidays. Many residents commented on how much411
A* they appreciated it.
P
a
Nail Clinic
We have a nail clinic scheduled for Thursday, January 10th from 1:30---3:30
in the community room. The cost is $25.00 and they will soak your feet and
bim your toenails.
If you are interested there is a sign up sheet outside the office.
Welcome!
We have two new resident this month. Please welcome Greg and Diane who moved into
apartment 117.
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Building and Maintenance updates
A reminder for all residents with dogs and also for those residents who
periodically dog sit for family: please, whenever possible, carry your dog in the ele-
vators.
Keep the doors to the community room closed when you are having a private party.
I have posted a flyer on the refrigerator in the community room that lists cleaning ex-
pectations for residents and their families when they reserve the room.
If you reserve the community room and your guests will include children please do
not let them wander the building unattended.
Do not, under any circumstances, prop the front door open when you are entertain-
ing in the community room. Either have someone watch the door or you may take
the community room phone off DND, have your visitors dial 1001, which will ring the
phone in the community room, you can hold number 6 to buzz them in, just as you
would from your apartment.
Welcome to New Year's Eve
The residents are planning a New Year's Eve celebration in the Community Room on Monday,
December 31 st. At 6:00 it will be Bingo as usual until around 7:00. After Bingo there will be
a combination of food available. Each person should bring either an appetizer or a dessert and
a beverage of their choice. There will be games to be played and fun for everyone.
No ending time has been set,
but you may leave whenever your PJs call you.
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Agenda Number AA -
PLYMOUTH HOUSING AND
REDEVELOPMENT AUTHORITY
STAFF REPORT
TO: Plymouth Housing and Redevelopment Authority
FROM: Jim Barnes, Housing Manager through Steve Juetten, Executive Director
MEETING DATE: January 24, 2013
SUBJECT: HRA Senior Building Waitlists
BACKGROUND:
Staff along with Grace Management over sees the operations of the facilities, which includes
managing and updating waitlists so that the rental revenue for the buildings is maximized. Grace
Management believes the optimal amount of names on the list for this market is between 75 and
100 so that there are enough potential applicants to keep the buildings full (95% occupied).
There are currently 160 on the one -bedroom waitlist and 16 on the two-bedroom waitlist at
Plymouth Towne Square (PTS). Vicksburg Crossing currently has 34 on the low-income waitlist
and two on the moderate -income waitlist. All of the waitlists are currently open.
The process used today to open or close the waitlists is to request the opening or closing to the
Board. Because the waitlists fluctuate from time to time staff would like to update the
procedure to open and close the lists using a minimum and maximum number for each list. Staff
is of the opinion that having a minimum of 50 people and a maximum of 100 people on the lists
will be sufficient to meet the leasing needs of both buildings and would like to open or close
each list depending on the above limits. If the Board approves this process change we will
incorporate the change into the Admissions and Occupancy Handbooks for each building.
RECOMMENDATION:
Staff recommends that the Plymouth Housing and Redevelopment Authority Board of
Commissioners approve the requested change to the manner in which staff manages the
waitlist for Plymouth Towne Square and Vicksburg Crossing.
Agenda Number 3 `b.
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: January 24, 2013
SUBJECT: HRA Strategic Plan - Review current Plan and provide input on
changes
BACKGROUND:
The current Strategic Plan (attached) was adopted in June of 2008 and focuses on areas in
affordable housing, redevelopment, economic development, and human services. In conjunction
with the HRA's Strategic Plan, the City's Comprehensive Plan Housing Chapter has been
attached for information.
DISCUSSION:
Below is a suggested outline to follow for the discussion and revisions of the HRA's Strategic
Plan. The Board will need to decide if they want to revise the entire Plan or focus in on the
actions.
1. Review existing Strategic Plan and supporting documentation and determine what needs
to be revised
2, Review cu -trent HRA activities anet progr=ams
3. Discuss other existing programs offered through the state and federal government.
4. What is missing (Brainstorming exercise)
RECOMMENDATION:
Staff recommends that the Housing and Redevelopment Authority Board of Commissioners
discuss the HRA Strategic Plan and recommend any changes.
ATTACHMENTS:
1. 2008 I -IRA Strategic Plan
2. Current Plymouth Comprehensive Plan (Housing Chapter)
Plymouth Housing And Redevelopment Authority
Strategic Plan
Adopted
June 26, 2008
Mission Statement
The Plymouth Housing and Redevelopment Authority promotes and contributes to the economic health
of the community through the creation and maintenance of affordable, lifecycle housing, and active
participation in the City's development and redevelopment processes,
Vision Statement
The Plymouth Housing and Redevelopment Authority is a major contributor to creating an
economically healthy and diverse community:
Which is supportive of quality affordable housing.
That offers a variety of affordable life -cycle housing choices dispersed throughout the City to meet
the needs of a diverse population.
Where the existing housing stock is well maintained.
Where some older commercial buildings and areas of the community are redeveloped in a timely
fashion.
Which acquires additional resources to address affordable housing and redevelopment issues.
Where the HRA works in partnership with citizens, businesses, the City Council, and other
organizations.
Where the social services necessary to support housing and jobs in the community are available
and coordinated.
Goals
1. Maintain the high quality of service and innovation in all of the HRA's programs.
2. Provide technical and financial assistance to non-profit and private housing providers and
developers to assist in increasing the range of housing options in the community.
3. Explore opportunities to increase the available resources for affordable housing while
minimizing as much as possible the impact on local financial resources.
4. Work with all proposed housing developments to the extent possible, to meet the housing goals
stated in the City's Comprehensive Plan.
5. Collaborate with the City Council and Planning Commission in carrying out the Housing
Implementation Strategies of the Comprehensive Plan.
6. Continue lease -up activities at Vicksburg Crossing in order to have a healthy financial position
for the property.
6:7.Continue to maintain Plymouth Towne Square as an affordable and independent living housing
option for Plymouth seniors.
7-.8.Communicate with stakeholders and interested parties about HRA activities.
Action Plan
This action plan identifies specific actions that the HRA will work towards in 2008-3 through 201204.
Attached is a more detailed timeline for each action step.
Affordable Housing
1. First Time Homebuyers — Objective: to assist low and moderate homebuyers in purchasing
their first home.
A. Existing FTHB program — Assist a minimum of 5 first time homebuyers annually by
providing down payment and closing cost assistance utilizing cxisting CDBG funding.
Maximize efforts to increase the number of assisted homebuyers by applying to the
State, County and other funding sources when opportunities are presented and are
feasible.
B. Revise first time homebuyer program guidelines — Update program guidelines to ensure
they are current with market trends and provide needed assistance to new residents.
C. Increase available resources — Investigate and consider becoming an administrator for
programs such as the Minnesota IIousing Finance Agency's CASA, MOPP, & MMP
first mortgage products.
D. Maintain affordability — Use restrictive covenants and the right of first refusal to
maintain affordability of HRA assisted housing.
2. Preservation Of Existing Housing Units — Objective: to preserve the existing housing
stock and assist low and moderate homeowners with needed repairs.
A. Existing rehab program — Assist a minimum of 5 homeowners annually by providing
rehabilitation assistance utilizing existing CDBG funding. Maximize efforts to increase
the number of assisted homebuyers by applying to the State, County and other funding
sources when opportunities are presented and are feasible.
A. -Revise oN,ner-occupied rehabilitation program guidelines - Update program guidelines to
ensure they are current with market trends and provide needed assistance to existing
residents.
Increase available resources — Investigate and consider becoming an
administrator or contract with an existing administrator, for programs such as the
Minnesota Housing Finance Agency's Fix -Up and Community Fix -Up owner -occupied
rehabilitation programs, Evaluate the possibility of offering a rehabilitation program
that will provide low interest rates to a larger pool of homeowners in the community
with the possibility of the HRA writing -_.._. .......... _....._........._. _.... --.- p g down the interest rate,
3. Rental Housing — The objective is to provide area residents with affordable rental housing
options throughout the City
A. Financial prggrams Review applications brought before the HRA for Housing
Revenue Bonds with the objective to increase the supply of affordable rental housing.
B, Section 8 vouches rQgrgm - Continue to encourage and maintain the high landlord
participation, voucher utilization, and "pont-in" rate for the very successful Section 8
program. Whenever possible, apply for additional vouchers through HUD to increase
the number of households served.
2
C. Section 8project-based vouchers — Implement the existing project -based Section 8
vouchers committed to the Stone Creek Village apartments and Vicksburg Commons
Town Homes. When opportunities are presented, evaluate the option of converting
traditional" vouchers into project -based vouchers to ensure the vouchers remain in the
community.
D. Plymouth Towne Sguare & Vicksburg Crossing-- Continue the high level of upkeep,
maintenance, and service at the HRA's Plymouth Tewne Sqid senior apartments
buildings. Focus staff efforts on increasing the occupancy of Vicksburg Crossing so
that we are at 95% occupancy by early 2009. Review the entire---propertiesy annually,
including the rent structure, operating budget and reserves to ensure we are minimizing
the property tax subsidy while providing the residents with an affordable place to live.
4. Development Of New Housing Units- Objective: to increase the supply of affordable
and lifecycle housing within the City.
A. Identify available tools — Develop a comprehensive list of available financial and
regulatory options and utilize the sources to the maximum extent possible to assist all
developers in the creation of additional affordable units. Investigate whether land
banking would be a prudent finacial tool given the current economic situation and land
prices in Plymouth.
B. Mixed use projects — Identify potential sites for a mixed use development in the City
Center area, and begin dialogue with property owner(s) and possible development
partners. Based on the results of this effort, develop a project plan as needed.
C. Regulatory policies — Develop a set of recommendations relating to City controlled
regulatory relief such as set -back requirements, density bonuses and minimum lot
widths that can be adopted by the City Council and used as tools to produce additional
affordable units.
D. Oily controlled fees — Develop a set of criteria under which the HRA will buy -down
certain fees related to residential development.
Redevelopment — Objective: to identify areas of the City which are blighted or obsolete and assist
with the redevelopment.
A. Collaborate with. Ci Use all tools available to assist and support the City in its
redevelopment priorities , particularly with mixed-use developments.
B. Identi _ ) potential redevelopment areas -- Identify and evaluate older housing and
commercial/industrial sections in the City that might benefit from some type of
redevelopment and make recommendations to the City Council.
C. Coordinate with other departments Keep abreast of other City department activities,
such as the Street Reconstruction Program, and evaluate the need for additional
redevelopment in the area.
Economic Development -Objective: to work with local businesses to promote HRA activities
and to assist the business community with their needs.
A. Respond to local businesses — Provide technical assistance and guidance to local
businesses when requested.
B. Coordinate with business organizations Coordinate efforts relating to HRA activities
with business organizations such as the Twin West Chamber of Commerce.
C. Market HRA programs to local businesses — Provide Plymouth business with current
information and brochures relating to programs that will benefit the business and its
employees.
Human Services ,Objective: to work with local social and community services agencies to
identify needed services within the City,
A. Evaluate current services — Annually evaluate the current mix of agencies receiving
HRA and City funds to make sure they complement other priorities within the Strategic
Plan.
B. Maintain a list service providers — Maintain a list of human service providers in the
community to ensure we are coordinating our funding, to the extent possible, with our
Strategic Plan objectives.
4
Plymouth Housing and Redevelopment Authority
Action Plan — Timeline
Adopted June 26, 2008
CATEGORY ACTION ITEM TIMING
Affordable Housing
1. First Time Homebu er A. Existingprograna Ongoing
B. Revise FTHB guidelines V 20093
C. Increase available resources On Oingrd
D. Maintain affordabiliq Ongoing
2. Preservation of Existing Housing Units A. Existing progrann Ongoing
B. Revise rehab guidelines 1.4--Q 20093
C. Increase available resources On oing2°
Y
D. Design new Rehabilllalion Pragrann 2008/2009
3. Rental Housing A. Existh!g programs Ongoing
B. Section 8 voucher rogranx Ongoing
C. Section 8 project based vouchers On oing-2"`
3
D. Senior Buildiny-s' 4qnewh -7'
9"ffre
Achieve 95% Occupancyat 2008/2009
VicksbLUZ Crossin
r Maintain high level of operation Ongoing
Review overall facility 3
Annually
4. Development of New Housing Units A. Continue to Identify available tools ORgoin 2
3
B. Mixed use projects
ASAP
Evaluate other potential sites Q
24030,190i
Develop Plall 4 -Q -M 3-
2994
C. Regulatory policies 4-Q 20104
D. City controlled fees
201193
Redevelopment
A. Collaborate with City Ongoing
B. Identify olenlial areas Ongoing
C. Coordinate with other departments Ongoing
Economic Development
A. Collaborate with local businesses Ongoing
B. Coordinate with business organizations Ongoing
C Markel HRA programs to local On_oing4''
03, 6&Q:\fiotislNGIHRn1St ategic Plan12008 Draft Stragegjc Plan 6-26-03.doc
businesses
Human Services
A. Evaluate current services AlllltlajIY2
B. Maintain list vf service providers Ongoing
03, 6&Q:\fiotislNGIHRn1St ategic Plan12008 Draft Stragegjc Plan 6-26-03.doc
Chapter 4
Housing Plan
A CHAPTER PURPOSE
The Housing Plan establishes standards, plans and programs to meet existing and
projected housing needs in Plymouth. It also identifies strategies to promote the
development of low and moderate income housing as defined by state law. The
Housing Plan will help Plymouth in integrating housing into the City's overall
development objectives and encourage the private sector to meet identified housing
needs. The plan is intended to maximize the City's efforts to respond to and create
opportunities for the development of affordable and life cycle housing, to promote
compact, efficient and well -integrated development and to maintain the City's
neighborhoods and housing stock.
This chapter, along with the associated appendices, provides information on present
and future housing demand in Plymouth, present housing supply and housing mix,
current and proposed housing programs and the trends associated with these elements
of Plymouth's housing stock. The primary sources of data are the 2000 U.S. Census,
City of Plymouth forecasts of population and employment and information fi•om
current City programs and services. When the results of the 2010 U.S. Census are
available, the City will analyze them to determine if the plan will require updating.
B L]VALS AI ID POLICIES
1 Promote the development and preservation of a supply of
quality housing that is affordable at all income levels and at
all stages of the life cycle.
a Provide opportunities for the development of quality housing that is
diverse in terms of ownership, price, type and style,
Page I of 12 Chapter Plymouth Housing Plan—April 14, 2009
b Ensure that Plymouth provides housing opportunities for individuals
and families including first time homebuyers, current residents
wishing to move up in to their second or third home and households
wishing to down size as children move out.
c Promote the use of sustainable resources in the design (site and
building) of all proposed housing projects.
d Actively encourage residential developers to include housing that is
affordable to low -and moderate -income persons and local employees
as part of their proposals in order to provide a range of mixed -
income housing throughout the community. Toward that end, the
City will provide information about Plymouth's goals for affordable
and life -cycle housing to anyone inquiring about possible
development within the city.
e Providc financial and technical assistance to developers of housing
that is affordable to low and moderate persons.
f Promote the development of housing for persons with special needs,
including accessible housing for persons with disabilities.
g Support efforts to assure equal access to housing in Plymouth.
h Continue to pursue federal and state resources for affordable housing
that help meet Plymouth's need for low- and moderate -income life
cycle housing.
i Review all development proposals for their potential to contribute
toward meeting the City's goals for affordable life -cycle housing.
When necessary, the City will recommend ways in which such
housing can be incorporated into a proposal. If appropriate, the City
may approve development applications to foster development that
meets the City's housing goals.
Pngc 2 or 12 Chaptu 4 Plymouth Housing Plan— April t4, 2009
2 Promote development patterns and densities that link
housing with services and facilities, employment centers
and all forms of transportation, particularly public transit
and non -motorized forms of transportation,
a Support residential development that makes efficient use of land and
public infrastructure.
b Provide opportunities to develop housing that is affordable to low -
and moderate -income persons in areas that are accessible to
employment centers, commercial areas, public uses and
transportation facilities,
c Work with Plymouth businesses to identify opportunities to promote
affordable housing as a means to maintain a healthy business
climate.
3 Ensure that all housing and neighborhoods in Plymouth are
well maintained.
a Iilcourage programs and activities that maintain and enhance
neighborhoods.
b Support local programs that provide low- and moderate -income
persons financial assistance to maintain and rehabilitate their
housing.
c Preserve the current affordable housing stock in the city by
encouraging programs to assist with maintenance activities.
C HOUSING NEEDS
The City needs to address the following key housing issues: 1) life cycle housing; 2)
affordable housing; and 3) housing maintenance and preservation.
Puge 3 or 12 Chapter 4 Plymouth Housing Plan— April 14, 2009
LIFE -CYCLE HOUSING
Life -cycle housing is defined as housing that meets the needs of all residents in
various phases in life, it ranges from housing for young adults establishing new
households to homes for growing families with children and housing for seniors in
their retirement years. To accommodate this range, the City's housing supply needs
to be diverse, consisting of a variety of prices and styles of housing. Furthermore,
providing an adequate supply will require an adequate response from both the private
and public sectors.
The City's current mix of housing includes 15,814 (54 percent) detached housing
units and 13,654 (46 percent) attached housing units. Seventy-one percent of
Plymouth's housing units are owner occupied, 29 percent are renter occupied. The
number of non -family households continues to increase. A non -family household
consists of a person living alone or a householder who shares the home with
nonrelatives only; for example, with roommates or an unmarried partner. Roughly
one quarter of Plymouth's housing units are affordable to low and moderate income
households. City officials will monitor this mix throughout the planning period so
that imbalances may be identified and addressed,
a Life Cycle Housing Indicators
Indicators of the future need for additional life -cycle housing or greater housing
diversity include: 1) changes in age of population; 2) changes in family structure; 3)
changes in the availability of different types of housing; 4) supply of and demand for
senior housing; and 5) supply of and demand for special needs housing,
Demographic trends indicate that Plymouth's population is aging and the community
is seeing an increase in non -family and non-traditional households. Currently, the
city exceeds the Metropolitan Council's regional benchmark for multi -family
housing. Waiting lists for senior housing suggest that demand exceeds supply. (See
Appendix 4A.)
Plymouth will promote housing diversity, but recognizes that several factors may
limit the City's ability to meet life -cycle housing needs in Plymouth between now
and 2030.
Page 4 of 12 Chapter 4 Plymouth Housing Plan — April 14, 2009
The supply and mix of housing, both rental and ownership, may not keep
pace with the demand created by the increasing number of elderly and fewer
traditional family households. Such changes indicate that the demand for
alternatives to the single family home will continue to be strong in the future.
Sites suitable for additional higher -density housing types, such as apartments,
are limited,
The property tax system discourages investment in rental housing. in
addition, the 1986 federal income tax reforms eliminated incentives that had
encouraged significant investment in rental housing.
Public resources that helped provide special needs housing for the elderly
and disabled are limited.
The demand for affordable family and senior housing exceeds the supply.
b Housing Programs
As people go through various stages and/or changes in their lives, their housing needs
and desires change. The City provides the leadership, through its policies and
programs to meet the anticipated fixture housing needs of all residents.
The Plymouth Housing and Redevelopment Authority (HRA) is the primary
municipal agency that administers housing assistance programs in Plymouth. The
HRA and its staff work closely with staff from Hennepin County, Minnesota I lousing
Finance Agency, U.S, Department of Housing and Urban Development (I -IUD) and
local lenders, realtors and landlords.
The HRA administers and will continue to provide programs that address the needs
for life -cycle and all other housing needs within the city.
Page 5 of 12 Chapter 4 Plymouth I lousing Plan — April 14, 2009
c Fair Housing
Fair housing is the assurance that adequate housing opportunities are available to all
Plymouth citizens. The City's role is to ensure that landlords and renters are aware
of state and federal regulations prohibiting discrimination in housing for any member
of society based on religion, sexual orientation, gender, physical disability or race.
The Plymouth HRA participates in the Fair Housing implementation Council, which
is a consortium of nine organizations that provide public education, complaint
resolution and fair housing testing in Plymouth as well as the entire metropolitan
area, The Plymouth Human Rights Commission also assists in promoting fair
housing in the community.
2 AFFORDABLE HOUSING
HUD defines affordable housing as housing for which a household pays no more than
30 percent of its income. For the purpose of the Metropolitan Livable Communities
Act, the Metropolitan Council has further defined affordable housing as: 1) rental
housing that is affordable at incomes at or below 50 percent of the area's median
family income; or 2) owner -occupied housing that is affordable at incomes at or
below 80 percent of the area's median income.
a Affordable Housing Indicators
Indicators of affordable housing need include; 1) household income; 2) housing cost
as a percent of household income; 3) jobs and housing relationship; 4) availability of
affordable housing units; and 5) supply of and demand for subsidized housing limits.
Although Plymouth's median income exceeds the metropolitan median, there are a
growing number of households for which housing affordability is an issue. In fact,
the number of renter households and homeowners paying more than 30 percent of
their income for housing has increased dramatically in Plymouth. In addition, given
the high cost of housing in the city and the wages earned by non-resident workers,
housing costs are likely an obstacle for a significant portion of non-resident workers.
Page 6 of 12 Chapter 4 Plymouth Housing Plan — April 14, 2009
On the supply side, roughly one quarter of Plymouth's housing units fall within the
affordable range. At the end of 2007, there were nearly 1,150 units of either
subsidized rental housing or rental housing with Section 8 vouchers. Looking at new
construction, the cost of land in Plymouth will make it increasingly difficult to meet
affordable housing needs with single family homes. However, City Assessor's data
shows that affordable attached housing is being built in the city. Nonetheless, based
on regional figures, the demand for affordable housing still exceeds the supply. This
is the case in almost all metropolitan area communities.
b Affordable Housing Programs
The City of Plymouth and the Plymouth HRA support federal and state housing
programs to assist low and moderate income persons. In addition to taking advantage
of state and federal funds, from 1990 to 2006, the City used $7.4 million in local
property tax dollars to promote and support affordable housing. The City has been
proactive in providing affordable housing opportunities in the past and will continue
efforts into the future.
C Livable Communities Housing Goals
To be eligible for funding specified in the Metropolitan Livable Communities Act,
state law requires cities to establish housing goals. Plymouth adopted housing goals
as part of the 2000 Comprehensive Plan. The City's goals were established as
percentages or averages to be applied to new housing development proposals in the
c ity.
With assistance from other housing -oriented groups, the Metropolitan Council has
developed new forecasts of affordable housing need in the metropolitan area from
2011 — 2020 and assigned a proportional share (goal) to each community.
Plymouth's share has been set at 1,045 units for the 10 -year period. This goal serves
as a benchmark fortbe City as it promotes development that maintains the livability
of the city and provides opportunities for affordable and life -cycle housing that is
efficient, compact and well integrated. Table 4-1 illustrates that there are sufficient
acres available in the city in higher densities to allow for development of 1,050 to
1,870 units of potentially affordable housing. Nevertheless, the City's affordable
housing goal will be difficult to meet do to several factors including high land prices,
Page 7 of 12 Chapter 4 Plymouth Housing Plan — April 14, 2009
inflationary pressure on building materials, transportation infrastructure in
undeveloped areas of the city and limited availability of land for commercial
purposes.
TABLE 4-1
AFFORDABLE HOUSING OPPORTUNITY AREAS: 2011-2020
Undeveloped Existing 201"4- 2016- Total
Min Density Min Mid Dens€ty. Mid Max
Max.
Ras€dentist Developahlef, 2016 3020
Net
urlllslacre} Units unitslacre) Units Density tJn€ts
Redevelopment Acnes urYlts(aore}.
LA -3 47.4 38.1 4.9 90.4 6.00 542 9.00 814 12.00 1,085
LA -4 19.3 11,2 6.0 36.5 12.00 437 16.00 583 20.00 729
A -R3 15.5 8.3 23.8 4M 95 5.00 119 6.00 143
Residential
66,7 64.8 19.2 150 7 c =' 1 075 t 1,516 1,957
Subtotal r .
Nei acres equals gross acres minus wetlands and buffers, floodplain, arterial road right-of-way and parks
Source: City or Plymouth
The implementation activities outlined in Section D below serve as the Housing
Action Plan for achieving the goal identified in the City's Metropolitan Livable
Communities Housing Goals Agreement with the Metropolitan Council, Supporting
demographic information can be found in Appendix 4A,
3 HOUSING MAINTENANCE AND PRESERVATION
The current condition of Plymouth's housing stock is good. However, programs
fostering housing maintenance will become increasingly important as the community
ages. Good housing maintenance promotes stability and appreciation in housing
values and helps create a sense of community.
a Housing Condition Indicators
Indicators of housing condition inelude: 1) age of housing; 2) housing values; and 3)
exterior condition.
Housing condition is related in part to the age of housing. Since a majority of the
housing in Plymouth is less than 35 years old, the condition of most of the housing
supply is good. Since 1990, the Plymouth HRA has provided approximately
620,000 for the rehabilitation of 101 homes in the city. Housing in need of
rehabilitation is scattered throughout the city, with most in the southern and eastern
areas near Parkers Lake and Medicine Lake. However, at this tithe, Plymouth has no
concentrated areas in need of rehabilitation.
Pagc 9 o(' 12 Chapter 4 Plymouth Housing Plan — April 14, 2009
Those same areas of the city have the majority of Plymouth's oldest homes — over 50
years old. Based on building permit data, 13 percent of these homes had additions or
alterations between 2000 and mid -2005. While investment is being made in the
city's oldest housing, more may need to be done to ensure that older neighborhoods
are maintained.
Housing condition is also related to value. Median housing values in Plymouth
exceed values in both Hennepin County and the metropolitan area.
The 2000 U.S. Census identified the following substandard housing conditions in
Plymouth: 53 units lacking complete plumbing facilities; and 34 lacking complete
kitchen facilities, In addition, the census identified 433 units (1.7 percent of all units
in Plymouth) as overcrowded, which is defined as more than one person per room.
While housing in need of rehabilitation tended to be in the southern and eastern areas
of Plymouth, overcrowded units were spread throughout the city.
The City's Mousing Maintenance Code and rental housing licensing programs have
also identified housing in need of continued maintenance and renovation. In 2006,
the City licensed 7,538 units in 373 buildings. As part of the licensing program, the
City inspects units for code compliance. The City may need to expand its efforts to
provide housing assistance to owners of affordable rental and homesteaded units to
ensure older units remain in good condition.
b Housing Maintenance Programs
Numerous City activities support well-maintained housing and neighborhoods,
These include the Housing Maintenance Code, rental licensing, homeowner
rehabilitation, Crime -Free Multi -Housing and Neighborhood Watch, Through these
programs, the City is able to continually monitor the condition of the City's housing
stock and order owner compliance with the Housing Maintenance Code,
The City also supports a number of local non-profit groups that help residents with
housing-rela(ed issues. They include the Plymouth Apartment Managers
Association, Interfaith Outreach and Community Partners, People Responding in
Page 9 of 12 Chapter 4 Plymouth Noising Plan— Apri) 14, 2009
Social Ministry, Community Action Partnership of Suburban Hennepin, HomeLine,
and Habitat for Humanity.
D IMPLEMENTATION
Description Timing
Livability of Housing and Neighborhoods — Continue to support existing Ongoing
programs that improve the livability of housing and neighborhoods such as
Crime Watch, Crime Free Multi -Housing, Plymouth Apartment Managers
Association, Interfaith Outreach and Community Partners, PRISM, CAPSH, and
HomeLine.
Financial Support and Technical Assistance for Maintenance and Ongoing
Development of Affordable Housing — Use programs and techniques to assist
in the development and rehabilitation of housing affordable to low- and
moderatc-income residents (defined as housing affordable to families that make
at or below 60 percent of the area median income).
Financial Support for Existing Low- and Moderate -Income Rental Ongoing
Housing -- Continue, through the Plymouth HRA, to operate the following
programs:
Plymouth Towne Square (a 99 -unit apartment building for low- and
moderate -income seniors);
Vicksburg Crossing (a 96 -unit mixed income apartment building for
seniors); and
Section 8 Housing choice voucher program.
Regulatory Barriers to Affordable Housing — Study and make Short
recommendations on changes to zoning, subdivision and other code requirements
that may be impediments todeveloping and maintaining housing affordable to
low- and moderate -income residents.
Honsing and Employment Relationships — Study the relationship between Short
affordable housing and the ability of Plymouth businesses to recruit and retain
employees.
Impact of Assessments and Fees on Housing Affordability — Study the impact Short
of City assessments and fees on housing affordability and lower-income
residents. Consider the feasibility of waiving or reducing assessments and fees
for new housing that is affordable to low- and moderate -income residents.
Page 10 of 12 Chapter el Plymouth I lousing Plan— April 14, 2009
Description Timing
Housing Conditions — Identify substandard, blighted or deficient housing in Ongoing
order to target Housing Maintenance Code enforcement, housing rehabilitation
assistance programs and possible redevelopment.
Truth in Housing — Study the feasibility of establishing a program to require a Medium
property inspection and disclosure report before residential property changes
hands.
Zoning Ordinance (Chapter 21, Plymouth City Code)— Consider amending the Short
ordinance to address the following issues:
Allow a broader range of accessory apartments ("mother-in-law"
apartments) in single family detached residential zoning districts; and
Establish architectural guidelines to ensure that new housing is
compatible with existing housing.
Section 8 Project Based Properties — Encourage owners of existing affordable Short
properties to renew their contracts with HUD or encourage and facilitate the sale
of such properties to new owners who will renew these contracts.
Long Term Affordability— Use techniques, such as land trusts or property Ongoing
encumbrance, to maintain long term affordability of housing receiving
assistance.
Housing and Industrial Bond Policies — Use policies to leverage affordable Ongoing
housing beyond minimums required by law and to generate revenue to support
affordable housing efforts of the HRA.
Transitional/Emergeney Housing — Encourage local social service agencies to Medium
develop a transitional housing facility in Plymouth,
Housing Maintenance Education --- Develop a voluntary education and Medium
inspection program for existing housing, with rehabilitation assistance for
income -qualified residents.
Housing Maintenance — Continue to provide technical assistance and, as lender Ongoing
of last resort, financial assistance to townhome and condominium associations to
maintain and renovate modest -cost older buildings.
Rental Housing Licensing Program — Continue to enforce life safety and other Ongoing
minimum housing standards for all rental units in the city.
Page I 1 of 12 Chapter 4 Plymouth Housing Plan — April 144, 2009
Description Timing
Legislative Initiatives — Encourage and support legislative initiatives that Ongoing
provide incentives and eliminate disincentives and penalties for cities to assist
affordable housing (e.g., tax increment financing and fiscal disparities
payments).
Property Taxes — Support equity in property taxation for non -homesteaded Ongoing
residential (rental) properties.
Fair Housing — Continue to support and publicize fair housitlg programs and Ongoing
policies.
Page 12 of 12 Chaptcr 4 Plymouth Housing Plan — April 14, 2009
TO:
FROM;
MEETING DATE:
SUBJECT:
BACKGROUND:
Agenda Number 3 • `
PLYMOUTH HOUSING AND
REDEVELOPMENT AUTHORITY
STAFF REPORT
Plymouth Housing and Redevelopment Authority
Jim Barnes, Housing Manager through Steve Juetten, Executive Director
January 24, 2013
Potential new HILVCity Program — Discuss a loan/assessment
program for apartment fire suppression system installations.
As you may be aware, there have been a couple of fires in apartment buildings recently where
the buildings did not have a fire suppression system installed. These are not the first buildings to
have had a fire where the building did not have a sprinkler system, nor will they be the last.
After the most recent two incidents staff began some internal discussions on whether the HRA or
the City should look into creating a program that would assist building owners in updating their
fire safety equipment, i.e. sprinkler systems in their buildings to help make them safer.
Staff is aware of three cities (Minnetonka, St. Louis Park and Crystal) that currently offer such a
program. While we have not received all of the information on these programs from the
respective cities, we do know that they have a varied range of owners accessing the programs.
Crystal has not had any property owner use there program and Minnetonka had a lot of use of
their program a number of years ago particularly with churches, but has not seen much activity
recently.
The cost of installing a system can vary depending on the layout and design of each building.
Staff contacted a few sprinkler installation companies and they indicated the range would be
2.50 - $3.50 sq/ft, but could go as high as $6.00 sq/ft,for more complex projects. Parkside at
Medicine Lake recently installed a "wet" system in one of there buildings damaged by fire. The
cost for this was just over $120,000, which is a little lower than the $2.50 sq/ft range discussed
above. The primary reason for the lower cost was that half of the building was more accessible
as a result of the fire.
Approximately 37 out of 54 apartment buildings in Plymouth do not have a fire suppression
system installed, if the Board is interested in pursuing this idea staff will complete further
research on the issue and bring it back to the Board at a latter date.
RECOMMENDATION:
Staff recommends that the Plymouth Housing and Redevelopment Authority Board of
Commissioners discuss the idea of creating a program funded by the HRA reserves to assist
apartment property owners in installing fire suppression systems in buildings that
currently do not have any.