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Home My WebLink AboutHousing & Redevelopment Authority Packet 08-13-2015MEETING AGENDA PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY THURSDAY, AUGUST 13, 2015 - 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 June 25, 2015. B. Plymouth Towne Square. Accept Monthly Housing Reports. C. Vicksburg Crossing. Accept Monthly Housing/Marketing Reports. D. Community Development Block Grant (CDBG). Accept 2014 Consolidated Annual Performance and Evaluations Report (CAPER). 3. NEW BUSINESS A. Senior Buildings. Replacement Reserve Analysis and Long Term Financial Projections. 4. ADJOURNMENT DRAFT MINUTES PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY June 25, 2015 PRESENT: Chairman Jeff Kulaszewicz, Commissioners Kira Vanderlan, Jim Willis and Michelle Soderberg ABSENT: Commissioner Katie Black STAFF PRESENT: HRA Manager Jim Barnes, and Office Support Representative Janice Bergstrom 1. CALL TO ORDER Chairman Kulaszewicz called the Plymouth Housing and Redevelopment Authority meeting to order at 7:06 p.m. 2. CONSENT AGENDA A. Approve HRA Meeting Minutes for March 26, 2015. Commissioner Soderberg asked that Items 2.13 and 2.C. be removed from the Consent Agenda. MOTION by Commissioner Willis, seconded by Chairman Kulaszewicz, to approve the amended consent agenda. Vote. 4 Ayes. MOTION passed unanimously. 3. NEW BUSINESS A. HRA Development Opportunities. Discuss the possibility of the HRA acquiring City owned properties for housing development. Housing Program Manager Barnes gave an overview of the staff report and the three parcels that could be developed. Commissioner Willis asked if there would be any restrictions on the resale of these units. Housing Program Manager Barnes said there would be restrictive covenants on these homes. Housing Program Manager Barnes suggested completing one project a year. He said there are many ideas to explore such as working with returning veterans for accessible units along with Habitat. Housing Program Manager Barnes said we could work with private developers and put restrictions on the homes; he noted there are not a lot of non-profit developers in the western suburbs. Chairman Kulaszewicz asked for clarification on the West Hennepin Land Trust model. Draft Minutes Plymouth Housing and Redevelopment Authority June 25, 2015 Page 2 HRA Manager Barnes explained the land trust owns the land with a 99 -year lease and the buyer owns the house only which makes it more affordable. He said Habitat tends to buy existing homes and utilizes funding options through Hennepin County or MHFA, in addition to partner cities who contribute funds from CDBG, TIF, tax levy or donation of land depending on the project. Chairman Kulaszewicz asked why the City has not sold these parcels and how these three were selected as buildable parcels for review. HRA Manager Barnes said three years ago the Engineering Department reviewed all 250 parcels. The Council at that time decided to hold on to the parcels. The three parcels identified in the report were selected because they were identified by various staff members as good potential sites. Commissioner Willis said it would be great if all these parcels could be developed into affordable housing. He said he knows that Habitat can deliver. Commissioner Willis reiterated the necessity of maintaining a property as affordable housing for sequential ownership. Chairman Kulaszewicz said single family homes would be suitable for affordable and handicapped accessible for returning veterans. IIe said he is not excited about being a landlord with owning and leasing properties. Chairman Kulaszewicz, Commissioner Willis, and HRA Manager Barnes concurred the goal is to be a funding partner. Commissioner Vanderlan said with the new war memorial in the City it is important to consider the program Beyond the Yellow Ribbon, and suggested the Board continue that sense of giving toward the military community. She said she supported the water tower site as there could be potential for multiple units. Chairman Kulaszewicz cone -Lured and said he supported providing some contribution to the effort with an agency or non-profit partnering with a developer or contractor. MOTION by Chairman Kulaszewicz, seconded by Commissioner Soderberg, recommending Commissioner Willis, on behalf of the HRA Board, request a City Council study session for exploration of selling these parcels to qualified entities to provide affordable housing options. Vote. 4 Ayes. MOTION approved unanimously. B. Plymouth Towne Square. Accept Monthly Housing Reports. Commissioner Soderberg asked for clarification of various line items. Housing Program Manager Barnes provided explanations, discussed the property management's roll in providing the financials and reviewed how the City plans for budgets. Draft Minutes Plymouth Housing and Redevelopment Authority June 25, 2015 Page 3 C. Vicksburg Crossing. Accept Monthly Housing/Marketing Reports. There was no further discussion on this item. 4. ADJOURNMENT MOTION by Commissioner Willis, seconded by Commissioner Soderberg, to adjourn the meeting at 7:38 p.m. Motion approved unanimously. P PLYMOUTH TOWNE SQUARE MEMORANDUM To: Jim Barnes From: Jeff Lelivelt, Managing Director, Plymouth Towne Square Date: July 10, 2015 Re: PTS Monthly Report for June 2015 July 2015 Newsletter and Calendar attached Occupancy/Marketing Current Occupancy — 97 Units (98%) Current Wait List Status: One Bedroom — 59 applicants; closed Two Bedroom — 19 applicants Administrative/Building Operations 614.619 — Brick and block work done to prep parking lot and repair areas. 615-6110 -- Concrete poured and finished. 6111 — Plumbing repaired on piping to water heater. 6117 — Catch basins and French drains repaired/replaced. 6118-6123 — Broom coat and general parking lot clean-up completed. Meeting with Owens to inventory all HVAC equipment. Resident Services 6117 — Hennepin County Sheriff's Office pick up of non-used/old prescription drugs. 6118 — Resident Meeting/ Birthday Bash. 42 in attendance. 15500 37th Avenue North • Plymouth, MN 55446-3250 Phone: (763) 550-9525 • Fax: (763) 551-0144 Owned by Plymouth Housing and Redevelopment Authority I Ot Balance Sheet PLYMOUTH T OWNE SQUARE As Of Jude 30, 2015 ASSETS CURRENT ASSETS M I PETTY CASH M I OPERATING ACCOUNT M I SEC DEPOSIT CASH ACCOUNT INVESTMENTS -WORKING CAPITAL FUND INVESTMENTS - NEW DEBT SERVICE ACCOUNTS REG -TENANTS INTEREST RECEIVABLE PREPAID PROPERTY INSURANCE PREPAID WORKERS COMP INSUR PREPAID OTHER TOTAL CURRENT ASSETS FIXED ASSETS LAND SITEIMPROVEMENTS BUILDING BUILDING IMPROVEMENTS FURN, FIXT & EQUIPGENERAL FURNITURE & FIXTURES - HOUSEKEEPING COMPUTERSIOFFICE EQUIPMENT ACCUMULATED DEPRECIATION TOTAL FIXED ASSETS NON-CURRENT ASSETS TOTAL ASSETS LIABILITIES CURRENT LIABILITIES ACCOUNTS PAYABLE -TRADE ACCRUED PAYROLL ACCRUED COMPENSATED BALANCES ACCRUED INTEREST ACCRUED REAL ESTATE TAXES BONDS PAYABLE -SERIES 2D1 1A ST TOTAL CURRENT LIABILITIES LONG-TERM LIABILITIES SECURITY DEPOSITS BONDS PAYABLE - SERIES 2011A LT BOND PREMIUM TOTAL LIABILITIES EQUITY RETAINED EARNINGS RSRVD FOR DS RETAINED EARNINGS NET INVESTMENT IN CAPITAL ASSETS TOTAL EQUITY CURRENT YEAR INCOME!(LOSS) TOTAL LIABILITIES & EQUITY Ending Balance Total 500 103,417 61,072 961,613 137,794 2 3,750 11,931 211 4,705 459,247 111,390 5,767,619 301,779 395,283 8,696 13,060 3,664,974) 9,621 4,382 2,219 20,234 15,930 255,01)0 58,496 2,415,000 58,448 311,744 963,020 759,547 1,304,996 3,392,099 4,697,095 307,386 2,531,944 2,839,330 1,834,311 23,453 4,697,095 Profit and Loss Variance PLYMOUTH TOVY11-141= SQDARE Through June 30, 20'15 MTD Actual Budget Var. YTD Actual Budget Var. Year Budget INCOME APARTMENT RENTAL REVENUE 52,881 53,527 666) 319,681 321,162 1,4B1) 642,324 HRA INDIVIDUAL 11,500 11,500 0 69,000 69,000 0 138,000 GARAGE RENT 2,657 2,880 224) 16,499 17,280 781) 34,580 GUEST ROOM REVENUE 55 210 155) 456 1,260 804) 2,520 LAUNDRY REVENUE 758 855 97) 4,612 5,130 519) 10,260 APPLICATION FEE REVENUE 175 53 122 365 318 67 636 TRANSFER FEE REVENUE 0 0 0 500 0 500 500 INVESTMENT INCOME 1.262 1,250 12 15,875 7,500 8,375 45,000 MISCELLANEOUS REVENUE 16 85 69) 894 510 384 1,020 TOTAL INCOME 69,284 70,360 1,076) 427,9410 422,160 5,740 844,820 EXPENSES ADMINISTRATION MANAGER SALARIESIWAGES 3,956 4,000 44 23,827 24,000 173 48,000 PAYROLL TAXES 785 896 111 4,523 5,378 853 10,752 HEALTH INSURANCE 1,181 1,251 59 7,131 7,504 373 15,006 WORKERS COMP INSURANCE 142 80 62) 924 4B0 444) 960 MAINTENANCE SALARIESANAGES 3,856 3,467 389) 22,772 29,000 1,972) 41,600 EMPLOYEECOSTS 80 47 33) 520 292 238) 564 SEMINARITRAINING 0 0 390 300 300 BANK FEES 75 5 70) 499 30 469) 00 DUES, SUBS & MEMBERSHIPS 0 18 18 0 105 105 210 LICENSE & PERMITS 0 0 0 0 25 25 919 MILEAGE REIMBURSEMENT 47 89 42 397 534 137 1,068 POSTAGEJOVER NIGHT EXPRESS 0 0 0 49 55 6 110 PRINTING 0 15 15 0 90 90 180 MANAGEMENT FEES 4,550 4,550 0 27,300 27,300 0 54,800 PROFESSIONAL FEES 236 357 122 4,289 2,142 2,147) 4,284 TELEPHONE EXPENSE 545 540 5) 3,122 3,240 118 6,480 EQUIPMENT LFASF/RFPAIR 46 140 94 410 840 430 1 fi80 OFFICESUPPLIES 166 106 60) 639 636 3) 1272 TOTAL ADMIN EXPENSES 15,663 15,560 103) 96,402 93,739 2,663) 188,047 RESIDENT SERVICES RESIDENT PROGRAMIACTIVITIES 30 330 300 707 1,980 1,193 5,630 TOTAL RES SERV EXPENSES 30 330 300 787 1,980 1,193 5,630 MARKETING PROMOTIONAUPARTIES 0 15 15 0 90 90 180 TOTAL MARKETING EXPENSES 0 15 15 0 90 90 180 HOUSEKEEPING CONTRACT LABOR 1,429 1,521 92 8,573 9,125 553 18,252 CLEANING SUPPLIES 184 115 69) 678 690 12 1,380 TOTAL HOUSEKEEPING EXPENSES 1,613 1,636 23 9,252 9,616 564 19,632 Profit and Loss Variance Through June 30, NIS BUILDING & GROUNDS CABLE TV EXPENSE UTILITIES - ELECTRICITY UTILITIES - GAS UTILITIES - WATERISEWER WATER SOFTENING SERVICE DOORS, KEYS & WINDOWS FIRE SYSTEM SERVICE LAWN SERVICEILANDSCAPISNOW RMVL PEST CONTROL TRASH REMOVAL UNIT TURNOVER REPAIRS ELEVATOR -REPAIRS & MAINTENANCE REPAIRS & MAINTENANCE BUILDING & GROUNDS SUPPLIES HVAC - REPAIRS & MAINTENANCE MISCELLANEOUS B & G EXPENSES TOTAL 13UILDING & GROUNDS OTHER OPERATING EXPENSES PROPERTY & LIABILITY INSURANCE PAYMENT IN LIEU OF PROPERTY TAX TOTAL OTHER OPERATING EXPENSES TOTAL OPERATING EXPENSES NET OPERATING INCOME! ( LOSS) DEPREC, INTEREST & OTHER EXPENSE DEPRECIATION EXPENSE AMORTIZATION EXPENSE RESERVEIREPLACE CAPITAL EXPENSE INTEREST EXPENSE TOTAL DEPREC, INTEREST & OTHER NET INCOME! (LOSS) MTD Actual Budget Var. YTD Actual Budget Var. Year Budget 56 60 4 335 360 25 720 2,640 2,457 103) 13,739 14.742 1 CD3 29,484 607 700 93 12,492 16,800 4.308 28.000 611 015 204 3,731 4,890 1,159 9,780 243 336 95 2,014 2,028 14 4 056 0 350 350 3,283 2,100 1,183) 4.200 90 600 510 4,052 3,600 1,252) 7.200 1,352 1,920 500 8,147 11,520 3,373 23,040 145 153 B 289 306 17 612 384 3eO 24) 2,002 2,160 642) 4.320 e,001 3,279 2,722) 25,469 19,675 5,794) 39.350 536 600 62 3 225 3,600 375 7,200 2.239 3.000 761 17,073 20,500 3,427 31,000 221 1400 1,179 2,920 8,400 5,4 BO 10,800 993 900 93) 5,977 5,400 577) 10,600 0 834 834 0 5.000 501)0 10,000 16,120 17,766 1,647 106,349 121,081 14,732 226,562 2,569 2,682 124 15,537 15,909 371 32,349 2,655 2,680 25 15,930 16,080 150 32,159 5,213 5,362 149 31,467 31,988 522 64,509 38,638 4D,669 2,D31 244,256 258,695 14,439 504,560 30,645 29,691 955 183,644 163,465 20,179 340,260 15,456 15,456 1) 92,736 92,733 3) 185,496 527 527 0 3,160 3,160 0 6,320 17,179 32,504 15,325 23,565 41,504 17,938 91,307 6.872 6,745 127) 40,729 40,469 260) 80,937 40,D33 55,231 15,198 160,191 177,866 17,675 364,031 9,388) 25,540) 16,152 23,453 14,400) 37,854 23,771) W ptD0d M» m m uNi M N n N Oi T V m W N M pWn» d f'I N V m V a0 00nn n n Nh_ N a M n N d n ry ry V M m Q C W W N ao o 0 0 0 0 0 0 0 0 p o 0 0 0 0 0 0 p O 0 a 0 0 o p O O O O p 4 y a h W 0 o O O O O O 0 0 0 0 0 O O p 0 0 0 0 0 0 0 0 0 0 0 b O O p 0 0 a o z CWm N O r 0 0 0 0 o g o o q b 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 a 0 a .n W o a N O p 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IL Q a In Ij1 0 a N o 0 0 0 0 0 0 0 0 o O o 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4 C0 W a N p g q q q q q q q q q q q q 0 0 q 6 q q 0 CN N a WO r •- r v 0 p M D O p d 4 C N m 7 W O n O» O d 0 0» u3 0 n N 0 0 0 d 0 0 0 0 O m w n a n m N W N p m N .- VI of .- Ni d H r a n v u o c o In n m uI W a N m a ti r M c r r m 4 {p O p m N 4 4 LU O d WN LUz w W V» W W d W a w N WZ W w c7 = z LL w to I- aW. i D w i Z ¢ 4 w a X a Q z W LLI N W y X N W IWL Z W w2w W W OU W Z 4 F 7 Z W w Owl N W W d' K Y Q >- > w LL p W O Xw O O LTI F Q IIXj J w z J O N C7 an d LuV) INlI ? g N 0 z O K O z qzq O F Iq z W Uif O w O z W a F L` W lY K¢ LL J U ISll W J T W zI 1 ' T W w N `2 W J z W J Y Q Z J W Y ZaKa 0 F 0 U 0 y W = co O QQ Y F C7 Q [9 w W 4 Q W Q W Z Q QO = 47 IJ Q W `z G Q W 0 6 E O Q W' W w ILLI 0 T G` w W a 0. r W 3 ti r W W K O1a z z w z N N w O g o 0 0 0 0 0 o p p q q q p p o a a o 0 0 0 0 0 0 0 0 n N O r OJ Va It Z C w W O W xaxwZ }} W N o a Lal O w c6 vi Cw o D N 0 0 o 0 0 0 0 0 0 0 o p o o a o 0 0 0 0 0 0 0 0 0 0 0 0 0 d yO U Z a Z 0 loll U R U y F X Z D Q4Q4*Q z d W z j U w U_ 4 m Q p Q 06 w 06 W U Z a n W o o o 0 0 0 0 0 0 0 0 0 0 0 o p o 0 0 0 0 0 0 0 0 0 0 0 0 0 m a u 1a7 a 0 W Q¢ W w w V OJ i W Q 7 Rq' J W ZF- Z W w Z W Z Z 4 W R• J aO D f- 7 l7 w L7 ri W W 7 m a 7 d `5 Z H 4qK h F O w w W ul il r W v 0 N O p a P a a a a a a p P O a a g a 0 a rn 0 O O p 0 0 0 0 O d a d E/) vc u' w o o o a a a a a a p p a g a a a o a a o 0 o a o 0 0 0 0 N o Y a m u D>> o W g a h w m= D a a p W o¢ rc? w UJ o a N m M 4` E_ F- z z a a M r a M d W O om m V a m m m F:i m a 0 A n m N a O ry ry r r N N N m h- N N J d 6 Q VF O h A A^ 0M Ol h O M N y f0 N N op tp O m A O M M W O m t'i [O A NF Yrni M h a0 T O N N N N V v rn A lO YI p - N M 7 N W a W m vmi .. M N a ch j O y j tN6 N .Oj N V V h p A F A M d C 3 W W K t' ++ z z w z g W W W N F It Z C w W O W xaxwZ }} W N o a Lal O w c6 w N h a 4 Z w W Z 117 J W w U Z a Z 0 loll U R U y F X Z D Q4Q4*Q z d W i.... j U w U_ 4 m Q p Q 06 w 06 W U ZwO 2 w K Z Z rc w Z h Z w g h °4 Z iI' lL Z J D Or. m W 0 Z lZllF- X x D w U VJ N O 1a7 a 0 W Q¢ W w w V OJ i W Q 7 Rq' J W ZF- Z W w Z W Z Z 4 W R• J aO f- 7 l7 w L7 ri W W 7 m a 7 d `5 Z H 4qK h F O w w Wrcm w www " w W o w m o w cv m O z d z U N m u D>> o W g a h w m= D a a p W o¢ rc? w4` E_ F- z z rA E Q I i ,AW1I Tlmy 5 do r vee 0 v much V )FG fine fRRAJ702 I//I&AF:o'fI/I/1/lf RESIDENT MEETING NOTES 6/18/2015 We discussed the scope of the manager's job and the chain of reporting from the manager up to the Plymouth HRA. I informed the residents that immediacy is not always possible for every situation given the responsibilities that I have. We discussed the bid process and the long list of projects that are being considered at PTS. We also talked about the time lines and how nothing is set in stone until the bids are accepted and dates have been set. I announced the parking lot asphalt dates as phase 1— 6/26/2015 and phase 2 as 7/10/2015. They have since been updated. The mill work will be done on July 10. Phase 1 will take place on July 13, with Phase 2 on July 20. All dates are tentative based on the weather. We discussed the apartment inspection results and the fact that it is the residents' responsibility to inform management if something is not working or is broken. reported that the cement work on the north wing outside stairs was completed on 6/18. We discussed noise from walking loudly and slamming doors; Policies & procedures for reserving rooms for family activities; the ban of liquid bleach in the building; the use of the ice maker in the common area kitchen. Residents were informed that if they have, or are planning on getting a clothes washer or dishwasher for their apartment; a certificate of insurance had to be filed in the office. We reviewed the current status of new residents and the moves within PTS. It was suggested that a new resident welcome party would be a good idea. Everyone agreed. Linda Bardes volunteered to co-ordinate the event. o o o o l:r ha 8 h app nQ n o o a o 0 719 - presen to tion on changes in Medicare, 10:30 -11: 30am 7110 - parking lot milling commences 7113 - Women's Bible Study; 1pm 7113 - Phase I of parking lot paving 112 lot) begins 7116 - Resident Meeting and Birthday Bash 7120 - Phase II of parking lot paving other - lot) begins 7120 through 7122 - Common Area smoke detectors replaced 7126 - July Soup d Salad I fear the day that technology will surpass our human interaction. The f . world will have a fi :. generation of MN Albert Einstein COUT serlo?usly Recently, I went to ofcDonalds and I saw on the menu that you could have 6, 9 or 12 Chicken of cnugge ts. I asked for a half dozen nuggets. The teenager at the counter replied "we don't have a half dozen nuggets' You don't?" I asked. No, we only have 6, 9 or 12' So I can't order a half dozen nuggets, but I can order 6' Tha t s right" she said. I shook my head and ordered 6 nuggets. She was the same one who later told me that they didn't have any sweetener, only Splenda and sugar. This just n7ig'gh t work better than tv forecasters.... MTravel Plans for the Rest of the Year I have been in many places, but I have never been in Cahoots. Apparently you can't go alone. You have to be in Cahoots with someone. I've never been in Cognito. I hear no one recognizes you there. I would like to go to Conclusions, but you have to jump. I'm not too much on physical activity anymore. I have also been in Doubt. That is a sad place to go, and I try not to visit there - too often. I've been in Flexible, but only when it was very important to stand firm. Sometimes I'm in Capable. Igo there more often as I'm getting older. One of my favorite places to be is in Suspense! It really gets the adrenalin going and pumps up the old heart. At my age, I can use all the stimuli I can get. I may have been in Continent, but I don't remember what country I was in. They tell me it is very wet and damp there. I have, however, been in Sane. They don't have an airport there. You have to be driven. I have made many trips there thanks to my children, friends, family and WORK. PLYMOUTH TOWNE SQUARE RULES FOR RESERVING ANY COMMON AREA Rooms are able to be reserved for approved functions between the hours of gam and Spm. See the manager for reservation form and availability. boom doors must be kept closed during all functions. The volume of activity and noise must be kept to a reasonable level. No pets are allowed at functions. Children are not allowed out of the reserved room without parental supervision. The exercise, computer and puzzle rooms are off limits to children and guests. There is no running or screaming allowed in the hallways. Furniture must be returned to its original position after the function. The floors must be left clean, washed and swept. All carpeting must be vacuumed. All tables and chairs are to be cleaned and sanitized, including the arms of the chairs. ALL GARBAGE must be disposed of properly. Extra bags ,are at the bottom of each trash bin. IN THE PARTY ROOM KITCHEN: The counters, sink, stove, oven and refrigerator must be cleaned and sanitized. The dishes, pots, pans, glassware and silverware must be properly washed, dried and put away. The common area bathrooms must be checked and cleaned, if necessary. The kitchen storage room door must be checked and locked. At the end of the function all exterior doors must be checked and locked. These rules -also apply to the parking lot and outdoor grilling area. PLYMOUTH TOWNE SQUARE assumes no responsibility nor liability for anyone attending private functions at our facility. RESIDENT MANAGED Q 0 MI.aI.IB1! 4.0 cc U) L LLL E. CA r-6 i 00 N U as t U as U as U U H H H hHxoxxoxo x o o x° o o x OCDxox In a N rM00r) 00 yr 1"4 00 00 kn" en 00 v Q oIL) U o o U U vami b d oa M d d oon d O d0dbn O O a In IS, eq n eq o, CN ON ON oll r. roi ON 1 N rl 00 rl N N GJ N N N O U O U O O U U U Ln U H Q H A H al A H A 0 M 0 O o M O M O O O M Q o N O M O O O M 00 O In O0 OM o O N r 00 0, 00 0, oN 00 ON ON b Lt may' 4b1 may, 0rQ w d Uo Uo z ry' lz>U S U r -a W c H O W O ri Cn GA 0 c*1 0 c*1 o p M Ci o M 0 r1 0 O 0 0 0 m 0 M o 0 0 r O c'? o O o o O m O 00 ON rl R 00 O N Q, 00 T 4 N 00 O1N. NIUiI P PLYMOUTH TOWNE SQUARE MEMORANDUM To: Jim Barnes From: Jeff Lelivelt, Managing Director, Plymouth Towne Square Date: August 4, 2015 Re: PTS Monthly Report for July 2015 August 2015 Newsletter and Calendar attached Occupancy/Marketing Current Occupancy — 96 Units (97%) Current Wait List Status: One Bedroom — 59 applicants; closed Two Bedroom —18 applicants Administrative/Building Operations 718 — Trees were trimmed and the generator was tested. 7110 — New 15t floor washer was repaired. 7115 — The annual building inspection took place; 3rd floor east dryer was repaired; 4 trees were removed. 7117 — The parking lot milling began. 7120 — Work began on the replacement of common area smoke detectors. Resident Services 719 — 34 residents attended a seminar on changes and updates of the Medicare program. 7116 — Resident Meeting/ Birthday Bash. 48 in attendance. 7127 — Monthly soup and salad was held with 27 in attendance. 15500 37th Avenue North • Plymouth, MN 55446-3250 Phonc: (763) 550-9525 ' Pax: (763) 551-0144 Owned by Plymoudi Housing and Rederelopment Authority I 0 t ME qm rArilllolfAwl RESIDENT MEETING NOTES 7/16/15 We discussed how of things are changing at Plymouth Towne Square. We discussed what can and cannot be done based on building age (21 years), acquired knowledge of the building, management and maintenance commitments and the current status regarding unit turns. We determined the how situations are prioritized at PTS: 1. Budgets 2. Needs 3. Wants We talked about the need for communication. Info regarding problems or opportunities should be discussed with the manager, not with designated individuals (go-betweens). This puts residents in uncomfortable and unfair positions. We discussed current events: Building inspection Tree extractions Parking lot status East drier (repaired) HVAC evaluation Sunroom furniture Outdoor benches Common are smoke detector replacement Window repair Maintenance Talked about the expected service and confidence in maintenance Presented new work order system, open door policy of maintenance office Personal maintenance requests Responsibility of residents to report issues immediately Appliances Discussed the life expectancies of all appliances including refrigerators, stoves, disposals, washers, driers and Air conditioners. Reviewed the criteria for replacement of appliances Various Patio rules Warning regarding animal outdoor control Free table rules Propping apartment doors open Noise Guest suite check out/in times Resident coffee status Vp and Coming Night to Unite - Tuesday August 4th at 5pm. Music and food and fun. Resident Coffee - Thursday August 61'h at 9:30 am coffee will be provided by the Azusa Coffee Company. Treats by Doris. Medicare Presentation by Bankers Life, Thursday August 131h at 10:30am. On Monday August 171h, PTS will hold its annual D06 DAZE CELEBRATION At 12 noon in the dining room. Tickets will be $2 and will go on sale August IOth. The Women's Bible Study group will meet Monday August 17th at 2pm. They will then begin meeting weekly on Monday September 141h at 1 pm. There will be a Plymouth Public Library Presentation on Wednesday August 19th from 9:30 to 10:30 am. They will be presenting all the marvelous programs that they offer. The monthly Resident Meeting and Birthday Bash will be held on Thursday August 20th at 1 pm. rdLqwIrr: k _ w777}- a }" A js thbLtbrt-<Ad q I An -frep- ? Observations o o fractured Mind I am always disappointed when a liar's pants don't actually catch on fire. The 1st 60 years of childhood are always the hardest. Whatever you do always give 100%.... unless you're dopa ting blood. Scientists say the world is made up of Protons, Neutrons and Electrons... they forgot to mention morons. To my kids: don't make fun of having to help me with my phone. After all, I had to teach them how to use a spoon. I never make the same mistake twice. I make it like 5 or 6 times, you know..., just to be sure. My mom once told me 'I hope your kids turn out twice as bad as y00" Too bad she forgot that one day she'd be babysitting.... Dammit I'm Mad" is Tammit it I'm Mad" spelled backwards. Marriage is a relationship where one person is always right and the other is the husband. Have you ever had one of those days when you're holding a stick and everybody looks like a pinata? Life becomes so much easier when you learn to accept the apology you never got. animal crackers Dude, racism is stupid. I am beach, white, and Asian. But eueryane toues me. Yes, your honor. idiot who thought he could of me. m'. r", r R-its 3'dsi''rs'`y'td 3w`'.r t - Y S kx 7h r5 aS °5 xst "-"`i -• IAA llcilRol:11 INl1' 0 Q W) C4 Q' 00 4ANc, N U>rk U - U U R IL Hx o Hx o Hx _o Hx t— 00 to T-4 00 vRi N oo Lr)N oo visCd" i' U con y' xa. Q U o U1 C) pq q F i Amari AG 1:4 .p U Q Ao U 414 137 R Q, _ fq Q. -t— a v a o cr, -,nina 7-1 JON o -15 p7 0 U U U U U n a H A Z UNAS` op HAS NAS' 0 00 0 0 0 0 0 o Q o o Qr0cc, O - p, m p m Oy m o m m o met04ON (3\ inr-i 00 M ON r -I 00 O\ 0, N 00 ON of 0 4;l d CI? 00 g o oa a A o a°a rr, ami bA U bb U ani o * cq U o U o ani Cod n n0 0 0 . o 0 0 0 o 0 0 o U o oM o o 0 0mm to 00 01 t rt 00 (7 -- [ 00 ON rin cnN- I N N 00 01 M 00 ON l C CO) N CS N O M Vichshurg Crossing MEMORANDUM To: Jim Barnes From: Sara Paquette Date: July 14, 2015 RE: Vicksburg Crossing Monthly Report for June 2015 July Newsletter and July Calendar attached Rentals As of June 30th we have 94 occupied apartments with 0 vacant, and we have 0 deposits at this time, giving us a total of 0 apartments available to rent. The affordable apartment waiting list now has 49 names and we have been adding interested people to the list. We have 15 people on our moderately priced 1 bedroom wait list and 12 people on our moderately priced 2 bedroom wait list. Style (Total #) Square Feet Bedrooms Occupied Vacant Deposits Est'd Move in Style A (23) 850 Sq Ft I Bedroom 21 0 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 St le D2 (4) 1281 Sq Ft 2 Bedroom 4 0 0 Style E (7) 1055 Sq Ft 2 Bedroom 8 0 Style E2 (3) 1055 Sq Ft 2 Bedroom 3 0 0 Affordable 33) 725 Sq Ft I Bedroom 33 0 0 7 OTA.ES 1 194 10 10 3155 viol buxg Lane N • Plynwuth, mN 5. 15447 • Plione (763)559-1.877 • Fax (763)559-0144 • w"rn,.ci.plymoutli.mn.us Owned by Plymouth Housings and Redevelopment Autkozitp 121 EQUAL HOUSING OPPORTUNITY Move-Ins/Move-Outs: We had two residents move in during the month of June. Both moved in to a moderately priced J bedroom (style A). Marketing We are fully occupied at this time but we try to accommodate prospective residents if they would like to tour an apartment. Resident Services We had a summer cookout on Thursday, June 25th. We had hot dogs, chips, vegetables and dip, and ice cream with toppings for making sundaes. It was a nice day and one of our residents grilled the hot dogs. On Wednesday, June 3rd Jennifer, from Allstate Insurance, came during our coffee hour to talk to the residents about renters insurance. Hennepin County came on Wednesday, June 17`h for a drug disposal pick up. Our monthly birthday party was on Thursday, June 18". We decorated with balloons, festive napkins and plates. We listed the birthday people on a balloon poster and sang Happy Birthday. We also give each resident a card on their birthday. Building Issues No building issues this month. Balance Sheet Of June -30 01' ASSETS CURRENTASSETS M I PETTY CASH M I OPERATING ACCOUNT M I SECURITY CASH ACCOUNT INVESTMENTS -WORKING CAPITAL FUND INVESTMENTS-DEBTSERVICE ACCOUNTS REG -TENANTS INTEREST RECEIVABLE ACCOUNTS REC-OTHER PREPAID PROPERTY INSURANCE PREPAID WORKERS COMP INSUR PREPAID OTHER TOTAL CURRFNTASSFTS FIXED ASSETS LAND SITE IMPROVEMENTS BUILDING FURNITURE, FIXTURES & EQUIP -GENERAL COMPUTERSIOFFICE EQUIPMENT ACCUMULATED DEPRECIATION TOTAL FIXED ASSETS NON-CURRENT ASSETS TOTAL ASSETS LIABILITIES CURRENT LIABILITILS ACCOUNTS PAYABLE -TRADE ACCRUED PAYROLL ACCRUED COMPENSATED BALANCES ACCRUED INTEREST ACCRUED REAL ESTATE TAXES TOTAL CURRENT LIABILITIES LONG-TERM LIABILITIES SECURITY DEPOSITS BONDS PAYABLE -2005 LT BOND PAYABLE -2012A BOND DISCOUNT BOND DISCOUNT -2012A TOTAL LIABILITIES EQUITY NET INVESTMENTS IN CAPITAL ASSETS RESTRICTED FOR DEBT SERVICE UNRESTRICTED RETAINED EARNINGS-RSRVD FOR US RETAINED EARNINGS TOTAL EQUITY CURRENT YEAR INCOME/(LOSS) TOTAL LIABILITIES & EQUITY Ending Balance 500 843,654 64,559 428,629 44,715) 715 1,250 70 12,433 179 4,462 Total 1,309,757 874,593 238,793 9,025,428 355,033 8,680 3,139,768) 7,362,759 9,399 4,221 2,219 199,870 28,528 63,608 240,000 9,890,000 24,564) 24,280) 11,962,467) 195,637) 24 811,170 9,683,177 23,409,901) 8,672,517 244,236 10,144,764 10,389,000 1,693, 679) 22, 604) 8,672,517 Profit and Loss Variance VICKSBURG CROSSING Tthrou gh June 30, 2015 MTD Actual Budget Var. YTD Actual Budget Var. Year Budget INCOME APARTMENT RENTAL REVENUE 95,449 92,942 2,507 568,519 555,092 13,427 1.105,939 APARTMENT RENTAL REVENUE- COUNTY 1,636 2,186 532) 9,616 13,009 3,192) 26,016 NRA SUBSIDY- TAX LEVY 5,000 5,000 0 30,000 30,000 0 50,000 GARAGE RENT 3,015 2,925 90 17,994 17,550 444 35,100 GUEST ROOM REVENUE 750 140 610 1,790 640 350 1,680 LATE FEE REVENUE 0 30 30) 30 190 150) 360 APPLICATION FEE REVENUE 0 53 53) 175 315 140) 630 TRANSFER FEE REVENUE 0 42 42) 0 250 25D) S00 INVESTMENT INCOME 430 417 13 6,600 2,500 6,100 5,9D0 MISCELLANEOUS REVENUE 270 325 55) 1,715 1,950 235) 3,900 TOTAL INCOME 106,550 104,041 2,509 638,039 621,685 16,354 1,239,125 EXPENSES ADMINISTRATION MANAGER SALARIES 4,343 4,389 46 26,162 26,335 172 52,689 PAYROLLTAXES 729 908 179 4,305 5,451 1,146 10,902 HEALTH INSURANCE 1,452 1.664 212 8,768 9,986 1,216 19,972 WORKERS COMP INSURANCE 121 160 39 783 958 175 1,916 MAINTENANCE SALARIFSANAGES 3,452 3,182 29 18,747 19,090 343 38,179 EMPLOYEE COSTS 60 90 10 520 543 23 1,086 SEMINARIfRAINING 0 0 a 169 300 ill 300 BANK FEES 29 5 24) 251 30 221) 60 DUES, SUBS S MEMBERSHIPS 0 D 0 0 0 0 60 LICENSE R. PERMITS 340 200 140) 1,016 699 117) 899 MILEAGE REIMBURSEMENT 34 68 34 3D8 408 100 816 POSTAGE7OVERNIGHT EXPRESS 20 17 3) 88 102 14 201 PRINTING 0 5 5 0 30 30 60 MANAGEMENT FEES 4,20D 4,200 0 25,200 25,200 0 50,400 PROFESSIONAL FEES 0 272 272 129 1,632 1,504 3,264 TELEPHONE EXPENSF 688 583 5) 4,054 4,100 47 8,2D1 EOUIPMENT LEASFtREPAIR 130 120 10) 1,3D5 716 587) 1,436 OFFICE SUPPLIES 59 93 34 376 556 181 1,112 TOTAL ADM[N EXPENSES 15,378 16,056 678 92,200 96,337 4,137 191,535 RESIDENT SERVICES RESIDENT PROGRAMlACT1VITIFS 140 360 220 2,092 2,160 Be 5,460 TOTAL RES SERV EXPENSES 140 360 220 2,092 2,160 68 5,460 MARKETING ADVERTISING 0 490 400 285 2,400 2,115 4,800 TOTAL MARKETING EXPENSES 0 400 400 265 2,400 2,115 4,800 HOUSEKEEPING CONTRACT LABOR 959 1,03D 71 5,724 6,180 456 12,360 CLEANING SUPPLIES 17 115 98 7D2 690 12) 1,380 TOTAL HOUSEKEEPING EXPENSES 976 1,145 169 6,427 6,870 443 13,740 Profit and Loss Variance ICKSBURG CROESSING Through Jule 30, 201.6 MTD Actual Budget Var. YTD Actual Budget Var. Year Budget BUILDING 8 GROUNDS CABLE TV EXPENSE 126 131 5 732 788 66 1,575 UTILITIES - ELECTRICITY 1,777 2,500 723 10,510 12,300 1,790 25,300 UTILITIES - GAS 482 600 118 14,637 21,400 6,763 32,400 UTILITIES - WATER/SEWER 1,097 1,200 103 5,761 6,200 439 13,000 WATER SOFTENING SERVICE 174 182 9 910 1,092 162 2,484 DOORS, KEYS & WINDOWS 0 50 50 70 300 230 600 FIRE SYSTEM SERVICE 53 290 237 450 1,740 1,290 3,480 LAWN SERVICEJLANDSCAPISNOW RMVL 1,276 3,700 2,424 8,$02 15,900 7.598 25,300 PEST CONTROL 164 170 5 382 340 42) 660 TRASH REMOVAL 645 510 135) 3,828 3,060 768) 6,120 UNIT TURNOVER REPAIRS 2,884 3,143 258 13,331 18,855 5,524 37.710 ELEVATOR -REPAIRS & MAINTENANCE 440 547 107 2,625 3,282 657 6,554 REPAIRS & MAINTENANCE 1,729 5,000 3,271 12,213 13,800 1,567 27,600 BUILDING & GROUNDS SUPPLIES 398 700 302 2,838 4.200 1,352 8,400 HVAC - REPAIRS & MAINTENANCE 225 740 515 L646 4,440 2,794 8880 MISCELLANEOUS B & G EXPENSES 0 834 834 9 5,000 5,OCD 10,000 TOTAL BUILDING & GROUNDS 11,469 20,297 6,828 78,235 112,697 34,452 209,793 OTHER OPERATING EXPENSES PROPERTY& LIABILITY INSURANCE 2,654 2,764 130 16,117 16,507 390 33,564 PAYMENT IN LIED OF PROPERTY TAX 4,755 4,752 2) 28,527 28,515 13) 57,029 TOTAL OTHER OPERATING EXPENSES 7,408 7,538 128 44,645 45,022 377 90,593 TOTAL OPERATING EXPENSES 35,371 45,794 10,424 223,863 265,485 41,602 515,921 NETOPERATING INCOME! ( LOSS) 71,179 58,247 12,933 414,156 356,200 57,956 723,204 DEPREC, INTEREST & OTHER EXPENSE DEPRECIATION EXPENSE 28,277 28,277 0 169562 169,062 0 339,324 AMORTIZATION EXPENSE 208 208 0 1,247 1,248 1 2,495 RESERVEIREPLACE CAPITAL EXPENSE 7,755 8,000 1,755) 7,755 14,700 6,945 19,7CO INTEREST EXPENSE 40,122 36,765 3,356) 256,296 2203587 37,708) 441,175 TOTAL DFPREC, INTEREST& OTHER 76,362 71,250 5,113) 436,960 406,197 30,763) 802,695 NET INCOME I (LOSS) 5,183) 13,003) 7,820 22,804) 49,998) 27,193 79,491) N D N vw w w w W Y) aw w w z ) w a w 0 1- Z w w w D w z Z a y H a X z w> 1>}l1 Zl Z W Ill W W z U )( LLl 1 z Gl w N rc w= Ifl m a W z 11 frr W F w w j p K w O? w O F w w w w z w w r a w Y W uZ] ~ K W LLC Cc ZIll Z a Z w w F Z Z uW. 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Don't miss our annual Night to Unite party on Tuesday, August 4th. Tickets will be sold on Tuesday, July 28th and Wednesday, July 29th in the community room from 10-12. This is a wonderful opportunity to get to know your neighbors! We will have good food, entertainment and a drawing. More information will be included in our August newsletter. Office Closed ® • The office will be closed on Thursday, July 2nd and 4 H UIYFriday, July 3rd for the 4th of July Holiday. Happy 4th of July! ®®®• W4 * * q :5 '-%- :1 C V" 1 * * * ti ^`` c * %4- c -1f * ^ 1 r 6t -' S-71 New Residents 4 We have 2 new residents at Vicksburg Crossing. Please welcome Judy Adams in apartment 303 and Dawn Marshall in apartment 224. M Welcome to Vicksburg Crossing! Y; A , 9m ,.`• o - Iry ,. d' : 4 .rw : 5 is 5 • 5 •7 Y 7 i - `a ' a', - c i} i! * 71 * * * ilk * ** * iK i! * 1/ Rent is due on or before \1/ 71\` Sunday, July 5th 7 111i11Z i}C" i{E i}E Happy Birthday to the following residents this month: July birthdays will be celebrated on 6 ` Thursday, July 16th in the Community Room. The birthday celebration is open to all residents who wish to come down and help us celebrate. Even if it's not your birthday) Our birthday party is always on the 3rd Thursday of the month. Dick Golfis July 4th Joyce Goll July 4th JoAnne Nielsen July 4th Sally Jo Jones July 8th Marlene Parker July 11 th Randy Russett July 13th Sharon Triem July 16th Library Visit Deb, from the Plymouth Library, will be visiting the building on Wednesday, July 8th at 9:30 following coffee. She would like to make sure residents are aware of all the wonderful programs and speakers the library has to offer. Resident Coffee and Meeting Our next resident meeting will be Wednesday, July 1st at 9:00 in the community room. Meetings provide residents the opportunity to discuss building issues, resident services and up coming changes around the building. Hope to see you at the meeting! Maintenance and Building Issues Please turn off the light in the storage room when you leave. There can be a long time between residents who use the storage room. Residents have contributed so many lovely indoor and outdoor flower pots around the building and they add a lot of color. if you would like to share a flower pot please check with the office to be sure we have a location for it and you will be responsible for watering. Thank You? Music in Plymouth This year Music in Plymouth is scheduled for Wednesday, July 1 st at the Hilde Performance Center, 3500 Plymouth Blvd. The event is free. The music and fun will begin at 5:30 with many local entertainers, and finish with a performance by the Minnesota Orchestra and spectacular fireworks display. Friday Night Social When we first started having Friday Night Social Hour, quite a few years ago now, it started as a gathering for residents to enjoy some food, a beverage and the company of their neighbors. It has changed several times since it started, originally residents brought appetizers to share and their beverage of choice, then a few residents shared the responsibility of buying and preparing food, and now we are down to 2 people being in charge every Friday. It is a lot of responsibility for two people to buy food and prepare a meal every Friday, so we have decided to make another change to Social Hour. A majority of residents do not seem to be interested in potluck gatherings, so we have decided to have Friday Night Social only on the 2nd Friday of the month. There will be a $5 charge and I will assist with the planning and purchasing of food. The Tuesday before Friday Social Hour we will post the menu, just as we do now, and you will be able to sign up in the office. One difference however is that the $5 charge will be due at the time of sign up. We will try this for awhile to see how it works. I think many residents enjoy this social gathering and would like to continue it in some form so your input is welcome! Thank You! cn C O z ld Q qr Rn~ Llk d Oq n tiq o O O O O o o o o O O A O O O A 4 O A O O A O O p O 'rT1. OR, o sy o 2L. 3 mm a a a 1313 1114- oa n n o o o o o cU co p L" co 6 a in mp f° O ca b O tr= O O b A rnb O ti ti OCZ) ti ti ti nw N w. ti ti ti 1 ti ti o o o a N a r t., oo Y cn C O z ld Q qr Nicksburg CrossiaV MEMORANDUM To: Jim Barnes From: Sara Paquette Date: August 4, 2095 RE: Vicksburg Crossing Monthly Report for July 2095 August Newsletter and August Calendar attached Rentals As of July 31 st we have 94 occupied apartments with 0 vacant, and we have 1 deposit at this time, giving us a total of 0 apartments available to rent. We have an affordable apartment that will be vacant on August 1' and we currently have a deposit on the apartment. The affordable apartment waiting list novo has 51 names and we have been adding interested people to the list. We have 16 people on our moderately priced I bedroom wait list and 12 people on our moderately priced 2 bedroom wait list. Style (Total 4) Square Feet Bedrooms Occupied Vacant Deposits Est'd Move in Style A (23) 850 Sq Ft I Bedroom 23 0 0 Style C (8) 884 Sq Ft I + 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 10 Style E (7) 1055 Sq Ft 2 Bedroom 7 0 Style E2 3) 1055 Sq Ft 2 Bedroom 3 0 0 Affordable 33) 725 Sq Ft I Bedroom 33 0 1 September 1st TOTALS i 94 i 0 1 37.55 lliclzs]urg Lane i •Plymouth, A'1\T 55447 • Phone (763)559-1877 • Fax (763)559-0144 • nrnrn.ci.pl 2nouth.mn.us owned by Plymouth Housing and Redevelopment Autbority EQUAL HOUSING OPPORTUNITY Move-Ins/Move-Outs: We did not have anyone move out or in during the month of July. Marketing We are fully occupied at this time but we do our best to accommodate prospective residents if they would like to see an apartment. Resident Services Deb, from the Plymouth Library, came during our coffee hour on Wednesday, July Sit'. She did a very nice job of explaining the library website to residents and showing them how to use it. She also talked about the different events at the library and about the computer labs that are available. Our monthly birthday party was on Thursday, July 16th. We decorated with balloons, festive napkins and plates. We listed the birthday people on a balloon poster and sang Nappy Birthday. We also give each resident a card on their birthday. Building Issues There have been some apartment windows that on days with heavy rains, we have had a problem with water overflowing the window tracks onto the sill. Bob Davis from window outfitters came to look at some of the problem windows and discuss possible solutions. This month Professional Asphalt came to seal coat and stripe our parking lot. Vich.sburg Crassirig August 2015 00000000000000000000000 0 Night to Unite 0 No matter what summer throws at us, heat, humidity, thunderstorms 0 or bugs most of us miss it once it has gone. 0-1 August is the last month to enjoy everything 0' summer has to offer. At Vicksburg Crossing we have our annual Night to Unite party on 0, Tuesday, August 4th at 5:30 in the community room. 0 Spend an evening with your wonderful neighbors and friends! We o, will have good food, entertainment and a drawing to win prizes. 0 Each year we also collect food and school supplies for families in 01 0, 0- need. If you would like to donate please bring your donation the 0-- night of the party. 0 0- 0 0 Hope to see you at the party! D' 0 0 00000000000000000000000 y * * * * * Move Out 4, Unfortunately, we had one resident move out this month. Joyce w Goll moved out of apartment 315. She had been at Vicksburg4. Crossing since shortly after it opened. We will miss Joyce and we wish her the best at her new home. 1W 4- -6 1 Rent is due on or before Wednesday, August 5th 71'C' )1"C' 7"'I'C' 7"i' lZE 7\'1\ 4 )Ilk 7\ 11, 1Z )ilk )"1141 )01411 -31111c" -) 1114Ali Ali iii 1 7\11E )IIE, Ali ) 1'10Z' Happy Birthday to the following residents this month: am August birthdays will be celebrated on Thursday, August 20th in the Community Froom. 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. Ardith Bradshaw August 5th Al Keding August 6th Mary Templeton August 7th Margot Schuleman August 12th Clay Hagen August 14th Sharon Langland August 15th Russ Peterson August 15th bT .D b D D fix' ' D' .D .-..D .c'•D Resident Coffee and Meeting Minutes Our next resident meeting will be Wednesday, August 5th at 9:00 in the community room. At our last resident meeting we discussed upcoming cement and asphalt work we would be doing and how it might disrupt residents parking. I asked residents if anyone had trouble with their windows leaking during a hard rainfall. Some residents are getting water overflow from the tracks in their Maintenance and Building Issues Our mail person Todd has been assigned to a different route. For a few weeks, until someone is assigned permanently to this route will have temporary mail people Please be patient and make sure, before you open it, that the mail you receive is addressed to you. Also, if you place catalog ormLL` online orders be sure to include your apartment number.. Pd Thank You! Flu Shot Clinic There is already a Flu Shot Clinic scheduled on Friday, September 18th. There will be more detailed information in the September newsletter. Hearts & Memorial If you would like to donate to the Hearts and Memorial fund please include $1 cash with your rent check. You may donate 1 time, each month, every other month or not at all, it is completely voluntary. We use the funds to buy flowers for the residents who have been ff V hospitalized or who have lost a loved one. I would like to remind everyone that if you III know of someone who should receive flowers please let me know. V Thank You! ! !. Interim Homecare Jill, from Interim Homecare, will be here on Wednesday, August 5th at 9:30 in the community room to talk to residents about how to stay active as you age. If you would like to test your balance there will be a PTA available to provide free balance screenings. Interim Homecare is proud to present Staying Active As You Age: This wellness talk will discuss the importance of physical activity and how it can improve our quality of life as we age. Hope to see you there! Interim Homecare provides Medicare home care, private pay and a comprehensive E_ hospice program. cn CD C Q Mr 1' o% b7 - W O W~ o, O bj W tvA a by o b7 o to • W O O O O OOO O O O O O O O O co o m M o t, b o o A a~ 2 a~( 1) A a V p O 1- A O OO 00 O c - LA b Q O coo coo na,=ti nR• a•• na. O O: Q ip QO r=' per'•= V; 4 O R• O O O x O O O O 4 o cn CD C Q Mr 1) R. Agenda Number 01 , PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY STAFF REPORT TO: Plymouth Housing and Redevelopment Authority FROM: Spencer Agnew, HRA Specialist, through Jim Barnes, HRA Manager and Steve Juetten, Executive Director MEETING DATE: August 13, 2015 SUBJECT: 2014 Community Development Block Grant (CDBG) Consolidated Annual Performance and Evaluation Report (CAPER) and Notice of Ani -mal Citizen Participation Meetings BACKGROUND: The attached 2014 Consolidated Annual Performance and Evaluation Report (CAPER) reviews the City of Plymouth's accomplishments towards meeting the five-year goals defined in the Consolidated Plan, as required by the Department of IIousing and Urban Development (HUD) for communities receiving CDBG ftuiding. The 2014 year consists of the time period from July 1, 2014 through June 30, 2015 and is the fifth and final grant period of the 2010-2014 Consolidated Plan. DISCUSSION: The five-year goals of the Consolidated Plan are the quantitative unit goals for the entire Hemlepin County Consortium, which includes Hemlepin County, and the cities of Bloomington, Iden Prairie, Minnetonka and Plymouth. Based on Federal funding allocations, Plymouth is responsible for approximately seven percent of the Consortium's goals. The City helped six households with residential rehabilitation loan assistance, three households with emergency small repair grant funds, and one household with mortgage principal reduction, down payment and closing cost assistance to purchase their first home. Ten additional housing rehabilitation Ioans were initiated during the 2014 program year and will be completed in 2015. Although there are no unit goals for public services, support of public services is considered a high priority. Through CDBG funds, Plymouth has supported family services, youth services, senior services, and housing services for seniors, disabled and low-income residents. Hennepin County, as the lead agency responsible for the development of the Consolidated Plan has overall responsibility for the housing and community development needs profile which include elderly and physically disabled renters, physically disabled fest time homebuyers, and housing for persons with special needs targeting flail elderly, chemically dependent, mentally ill, and persons with HIV/AIDS. While Plymouth did not contribute CDBG funding to these areas, the City has worked with the Consortium as a whole to accomplish the goals as set out in the five-year strategic plan and an annual action plan. The Consolidated Plan accomplishments also relate to HRA and City housing goals. In the HRA's 2014 Action Plan, which is required to track compliance with the five-year Consolidated Plan goals, there are four result areas. In 2014, CDBG funded activities addressed all four of these strategies, which included: Affordable Housing Rehabilitation of Private Property First Time Homebuyer Assistance Public Services In the City of Plymouth's Comprehensive Plan, there are 19 implementation strategies included in the Housing Plan. In 2014, CDBG Rinded activities addressed seven of these strategies, these included: Financial Support and Technical Assistance for Maintenance and Development of Affordable Housing Financial Support for Existing Low and Moderate Income Rental Housing Long Term Affordability Livability of Housing and Neighborhoods Housing Conditions Housing Maintenance Fair Housing HUD requires at least two public meetings be held each year to provide opportunities for residents and interested representatives of local organizations to be involved in reviewing program activities, the local needs of low and moderate -income persons and proposed uses for CDBG funds. The first public meeting will be advertised and held in coordination with the I Iennepin County Consortium on Tuesday, September 8, 2015. Any comments received at the hearing will be submitted to HUD. The second meeting will be a public hearing held in February 2016 to obtain public comment on proposed activities for the next year's CDBG funding. RECOMMENDATION: Staff recommends that the Housing and Redevelopment Board of Commissioners approve the 2014 CDBG Consolidated Annual Performance and Evaluation Report (CAPER) and recommend that it be submitted to the Department of Housing and Urban Development (HUD). ATTACHMENTS: 1. 2014 CDBG Consolidated An ival Performance and Evaluation Report Consolidated Annual Performance and Evaluation Report City of Plymouth, Minnesota for CDBG Program Year 2014 Reporting Period: July 1, 2014 - June 30, 2015 TABLE OF CONTENTS 1. Annual Performance Narratives 1. Executive Summary 2. Assessment of Five -Year Goals and Objectives 3. Affirmatively Furthering Fair Housing 4, Affordable Housing 5. Continuum of Care 6. Other Actions 7, Leveraging Resources 8. Grantee Self -Evaluation 11. Citizen Participation III. CDBG Program 1. Assessment of Approved Activities to Priorities and Objectives of Approved Plans 2. Analysis of Distribution of CDBG Funds Among Consolidated Plan Needs 3. Reasons for Possible Changes to Program Objectives 4. Assessment of Consolidated Plan Implementation 5, Meeting National Objective Goals 6. Displacement and Relocation of Real Property 7, Economic Development Activities S. Rehabilitation Activities 9. Annual Housing Completion Goals 10. Financial Summary (PR26) W. IDIS Reports 1. Summary of Accomplishments Report (PR23) 2. Summary of Consolidated Plan (PR06) 3. Activity Summary — CDBG Program (PR03) 1 I. ANNUAL PERFORMANCE NARRATIVES 1. Executive Summary The City of Plymouth is the recipient of Cormnunity Development Block Grant (CDBG) entitlement funds through the U.S. Department of Housing and Urban Development (HUD). These funds are allocated and expended for activities benefiting City of Plymouth residents. HUD requires the submission of an annual performance report of this program. The following is an overview of accomplishments for the most current reporting period of July 1, 2014 - June 30, 2015. This is the fifth reporting period under the 2010-2014 Consolidated Plan. Table A illustrates CDBG program resources allocated by the City of Plymouth in program year 2014. Table A. Plvmouth CDBG Program —2014 Allocations HRA Programs Housing Rehabilitation Program Housing rehabilitation loans 148,000.00 First Time Homebuyer Program First time homebuyer loans 13,976.00 General Program Administration Administration 18,862.52 Affordable Housing Development Assisted housing activities 15,000.00 Fair Housing Activities Further fair housing 1,500.00 Public Service Programs Community Action for Suburban IIennepin (CAPSH) Homeownership counseling, tenant counseling and education 13,000.00 Family IIope Services Youth counseling 10,000.00 Home Line Tenant hotline 8,351.00 People Responding in Social Ministry PRISM) Homelessness prevention 3,130.48 SCS Senior Community Services Home maintenance for seniors 5,000.00 TOTAL 236,820.00 2 2. Assessment of Five -Year Goals and Objectives The following identifies for each Consolidated Plan section, the goals, strategies, program year accomplishments, and the cumulative five-year accomplishments. Table B provides a comparison of performance against Five -Year Goals. The Five -Year Goals represent the goals defined in the Consolidated Plan for the entire Hennepin County Consortium. The Program Year and Five -Year Accomplishments represent the accomplishments of the City of Plymouth. Plymouth is one of the five CDBG entitlement jurisdictions in this group of 43 subu ban communities. Further explanation of performance is contained in the narrative for each Plan section. Table B. Plymouth Housing Performance 2010-2014 Against Five -Year Goals 3 PROGRAM FIVE-YEAR YEAR FIVE-YEAR HOUSEHOLDS TO BE PRIORITY UNIT GOALS ACCOMPLISH ACCOMPLISH ASSISTED CONSORTIUM) MENTS MENTS PLYMOUTH) PLYMOUTH) Reuters Small Family, Unrelated High <50% MFI 505 units See Hennepin See Hennepin Large Family I1igh <50% MFI 79 units County Report County Report Elderly High <50% MFC 100 units Owners Existing Homeowners Housing Rehabilitation High <50% MFI 1,600 units 9 34 Physically disabled High <80% MFI 266 households 5 First Time Homebuyers Homeownership Assistance High <80% MFI 1,958 households 1 13 Physically Disabled High <90% MFI 8 households Homeless Persons Prevention & Housing Services Use Continuum 500 persons See Hennepin See Hennepin of Care County Report County Report Housing units/beds High <30% MFI 355 units/beds Persons with Special Needs Frail Elderly Medium 25 units/beds Chemically Dependent Low 25 units/beds Mentally III I ligh <50% MFl 50 units/beds See Hennepin See Hennepin Developmentally Disabled Medium 25 units/beds County Report County Report Physically Disabled High <50% MFI 25 units/heds Persons with HIV/AIDS Low 25 units/beds Family Services (people served) Emergency Assistance High <80% MFI 26,000 Homeownership Training High <80% MPI 1,500 30 150 Mortgage Foreclosure Prevention High <80% MFI 1,000 7 123 Tenant Advocacy High <80% MFI 5,000 258 1,176 I lomeless Prevention & Housing Svc High <50% MFI 1,500 6 6 Senior Services (people served) I lome Maintenance and Chores High <80% MFI 6,700 45 245 Services at Senior Centers I ligh <80% MFI 159,000 Financial Assistance High <80% MFI 175 k Youth Services (people served) Recreational and Park Programs High <80% MH 400 Criminal Justice Intervention High <80% MFT 600 Outreach homeless/Runaway Youth High <80% MFI 500 104 Group Counseling to At -risk Youth High <80% MFI 1,000 72 1,205 Neighborhood Revitalization See Hennepin See Hennepin Acquisition for Rehab/Clearance High <80% MFI 5 Count), Report County Report Transportation Services Rides: Seniors, Disabled & Low Income High <80% MFI 4,500 1,294 3 Small Family, Unrelated Individuals, and Large Family Renters Consortium Five -Year Goals: Develop 235 units of new affordable rental units for small families over the next five years. Develop 41 new rental units for large families over the next five years. Strategies: Target the use of anticipated resources for the development of additional affordable rental housing for households with income below 50 percent of median income, particularly households with income below 30 percent of median income. Support efforts to address barriers to the wider use of Housing Choice Vouchers. Support use of anticipated resources for the preservation of existing assisted rental housing. Acquire single-family homes for publicly owned rental units. Rehabilitate/convert smaller apartments into units with three or more bedrooms. Construct new units with three or more bedrooms. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishinents: No new housing for renters was produced with CDBG assistance. Section 8 Housing Choice Voucher Program The City continues to operate a Section 8 Housing Choice Voucher program. Currently the Plymouth HRA has funding for 225 vouchers and as of June 30, 2015 there were another 149 voucher holders residing in Plymouth who ported in from other jurisdictions. Twenty of Plymouth's Section 8 vouchers are project -based; eight are located at Stone Creek Apartments, five at Vicksburg Commons Townhomes and seven at Westview Estates. There are four Metro Housing Opportunity Program (MHOP) units at the Stone Creek Apartment complex and two Metro Housing Opportunity Program (MHOP) units at Shenandoah Woods Apartment complex. The City of Plymouth engages in a broad array of activities to identify and assist low income renter households. "These activities include working closely with our Section 8 staff, our housing code enforcement staff and providing information to Plymouth residents about programs available to assist them through news letters, our City web page and a local government television channel. These efforts do not only target low-income renter households, but the entire population of the City. We work closely with our social service subgrantees in identifying households that are in need of assistance and due to being low-income, have very few options. Some of these efforts are handled outside of the CDBG program. For example, the City allocates over $300,000 annually to provide rental assistance to two senior apartment buildings owned by the HRA. We also work with the entire Hennepin Consortium to address "worst -case -needs". Aff6rdable Housing Development No new affordable housing development was produced with CDBG assistance. The City has provided $600,000.00 to assist with the development of 67 units of workforce housing as well as $2,500,000 in tax increment financing to assist with the redevelopment of a blighted site that will result in 157 new housing units, 16 of which will be affordable. The 157 - unit project is currently under construction. The 67 unit facility is currently open and 100 percent occupied. Elderly Renters Consortium Five -Year Goals: Increase the supply of new, affordable elderly housing by 100 units over the next five years. 4 Preserve existing affordable rental housing that is eligible for HUD mortgage pre -payment and/or to opt -out of the Section 8 rental assistance program. Strategies: Seek opportunities for development of new affordable senior housing as part of neighborhood redevelopment initiatives and seek opportunities for intergenerational housing. Use available resources to assist the development of HUD Section 202 housing tluough land acquisition, site improvements and other eligible appropriate ways. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: No new housing for elderly renters was produced with CDBG assistance. The City of Plymouth continues to own and operate two subsidized senior rental communities with local financing. Plymouth Towne Square provides 99 affordable rental -housing units. Vicksburg Crossing provides 34 low income and 62 moderate income units for a total of 96 affordable units. During the 2014 Program Year, the Plymouth HRA provided $300,000.00 to support these two buildings. Physically Disabled Renters Consortium Five -Year Goals: Develop 25 new accessible rental units using anticipated Section 811 resources. Strategies: Affirmatively further fair housing by facilitating enforcement of the ADA, which prohibits discrimination against people with disabilities in rental housing. Encourage use of the universal design concept that incorporates elements of accessibility into standard housing designs. Assure accessible and adaptable design is incorporated into new rental housing units supported with HOME and CDBG funding. Encourage making accessible housing part of the program criterion of the Livable Communities Act, which promotes the dual concepts of affordable and life cycle housing. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: No new housing for disabled renters was produced with CDBG assistance, Existing Homeowners Consortium Five -Year Goals: Use CDBG funding to alleviate substandard housing conditions for 1,600 extremely low and low-income homeowners over the next five years. Strategies: Maximize the delivery of assistance to eligible households with resources available from the urban Hennepin County CDBG Program, City of Plymouth's CDBG Program, City of Bloomington's CDBG Program, City oFMinrretonka's CDBG Program, City of Eden Prairie's CDBG Program, and the Minnesota Housing Finance Agency Deferred, Revolving and various rehabilitation prograrns. Where possible, review and amend existing programs to reflect the changing rehabilitation environment. Establish priorities for the delivery of rehabilitation funds and ensure that these funds are promptly expended. 5 Help prevent mortgage foreclosure, through funding of mortgage foreclosure prevention services and other supportive services, to address contributing factors. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: Provided six households with residential rehabilitation assistance through the City of Plymouth's CDBG Program. Provided three households with emergency small repair grant funds through the City of Plymouth's CDBG Program. The Housing Rehabilitation Program has run continuously since its first loan in 1975. There are currently 72 outstanding loans with a principal balance of $1,081,434.03. There were no rehabilitation loans forgiven or written off due to defaults during the 2014 grant year. The City of Plymouth has designated a percent of funds allocated for housing rehabilitation to be used for a Emergency Repair Grant Program. During the 2014 grant year, six housing rehabilitation loan projects and three emergency repair grants were completed. Ten additional projects have been approved and will be completed during the 2015 program year. A total of $191,834.75 was expended through June 30, 2014, of which $89,592.72 was program income received during the program year. Program income is generated by repayment of deferred loans, but no interest is received. 1n addition to the funds spent during the program year, 67,012.49 has been committed through work contracts in progress. Existing Homeowners with Physically Disabled Family Members Consortium Five -Year Goals: Assist 266 households with accessibility improvements. Strategies: Provide accessibility improvements using anticipated housing rehabilitation resources. Continue county participation in the State of Minnesota Medical Assistance Home and Community Based Waiver Programs to provide funding for disabled low-income individuals to modify their housing for accessibility and allow them to remain in their home. Encourage use of the universal design concept that incorporates an element of accessibility into standard housing designs. Support accessible housing as part of the program criterion of the Livable Communities Act, that promotes the dual concepts of affordable and life cycle housing. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: Assisted one group home that serves four developmentally disabled adults; installed interior accessibility improvements in the home. First Time Homebuyers Consortium Five -Year Goals: Provide 1,958 families/households with first mortgage, affordability gaps, down payment and closing costs assistance. Develop eight units of fully accessible, owner -occupied affordable housing. Strategies: Use Minnesota Housing Finance Agency homebuyer prograins as the primary resource to assist moderate -income first-time homebuyers. Affirmatively further fair housing through targeted housing outreach, homebuyer training and financial assistance to communities of color. Incorporate opportunities for new affordable housing in CDBG-funded neighborhood revitalization activities (scattered -site and area redevelopment). Provide funding to non -profits and Community Housing Development Organizations (CHDO) to assist first-time homebuyers through a combination of homebuyer training, down payment assistance, below-market interest rates, and purchase/rehabilitation programs. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: Provided one first-time homebuyers with financial assistance through zero -interest, deferred loans for down payment, closing costs and/or mortgage principle reduction through the City of Plymouth's CDBG Program. Assisted 25 first time homebuyers purchase homes in Plymouth with lower interest mortgage financing through one of MHFA's first mortgage programs, Twenty-one of the homeowners also received down payment or monthly payment assistance through the MHFA's Homeownership Assistance Fund (HAF) and Home Help programs. The first time homebuyer program has run continuously since its first loan in 1986. During the 2014 grant year, one homebuyer received direct assistance through the CDBG funded program. An additional 3 households have been approved for loans and may receive assistance during the 2015 program year. There are currently 75 outstanding loans with a principal balance of 1,375,721.18. There were no first time homebuyer loans forgiven or written off due to defaults during the 2014 grant year. A total of $55,306.17 was expended through Tune 30, 2014, of which 26,595.28 was program income received during the program year. Program income is generated by repayment of deferred loans, but no interest is received. Since 1995 the HRA has successfully combined this assistance with programs sponsored by the Minnesota Housing Finance Agency (MHFA). The HRA provides information and referrals to appropriate MHFA mortgage programs and assists in coordinating the various programs. There were 25 households able to use $4,213,902 of MHFA's lower interest rate first mortgage financing in Plymouth during the 2014 grant year. Twenty one of these homebuyers also received a total of 145,800 in down payment or monthly payment assistance in the form of a second mortgage through MI -IFA. Homelessness Consortium Five -Year Goals: Assist in the development of 355 units, including 11 shelter beds and transitional units with supportive services. Strategies: Target development of shelter beds and transitional units with support services. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: Accomplishments to the Continuum of Care are detailed in Hennepin County's Annual Performance Report. 7 Housing for Persons with Special Needs Consortium Five -Year Goals: Frail Elderly Provide 25 new supportive housing units over five years for frail elderly. Persons n,ith Alcohol/Other Drug Abuse Problems. Provide 25 new rental units. Persons with Mental Illness Provide 50 new supportive rental units. Persons with Developmental Disabilities Provide 25 supportive and semi-independent new rental living units. Persons with Physical Disabilities Provide 25 new accessible rental units using anticipated Section 811 resources. Persons with HIV/AIDS Provide 25 new supportive living units/beds for families and single adults. Strategies: Elderly Facilitate the development of supportive housing for very low-income, frail elderly through a combination of assisted rental, rehabilitation of existing units and new construction using federal, state and local resources. Coordinate capital funding with public and private service providers when appropriate. Persons with Alcohol/Other DrugAbuse Problems Support county efforts in working toward community expansion of sober, supportive housing models in conjunction with outpatient treatment, thereby increasing service flexibility while at the same time containing costs. Continue participation in the County Department of Human Services Chemical Dependency Restructuring effort, which is expected to establish a mechanism for providing supportive housing options as part of an overall treatment plan. Support efforts of public and private nonprofit organizations to access available federal, state, and local funding to meet the housing needs of this population. Persons with Mental Illness Facilitate the development of a range of affordable housing options using various models with support services for persons with serious and persistent mental illness, consistent with the housing development and support strategies identified by the Hennepin County Human Services and community partners, including but not limited to: single room occupancy apartments, assisted living arrangements, and controlled access buildings. The housing should be the least restrictive and in the most integrated setting consistent with the person's health, safety and service needs. Encourage use of the Publicly Owned Transitional Housing Program as a development resource (a MHFA Program). Support development of "practice apartments" to give people a chance to learn in a "real life" situation without jeopardizing their rental history and for mental health services to realistically assess service needs. Support development of a Corporate Adult Foster model for persons with serious and persistent mental illness. Facilitate homeownership initiatives among mental health and housing agencies and organizations. 9 Persons with Developmental Disabilities Facilitate the development and maintenance of semi-independent and supportive living units through a combination of new construction, rental assistance and rehabilitation, using available federal, state, and local resources. Support the efforts of local HRAs and public and private nonprofit organizations to access available federal, state, and local funding to meet the housing needs of this population. Persons with Physical Disabilities Further fair housing by facilitating enforcement of the Americans with Disabilities Act, which prohibits discrimination against people with disabilities in rental housing. Encourage use of the universal design concept that incorporates elements of accessibility into standard housing designs. Encourage making accessible housing part of the program criterion of the Livable Communities Act, which promotes the dual concepts of affordable and life cycle housing. Assure that accessible and adaptable design is incorporated into new rental housing units supported with HOME and CDBG funding. Persons with I-IIYIAIDS Support the recommendations for permanent and supportive housing strategies, (1) stabilize funding for adult foster care and supportive housing programs, and (2) promote flexibility in funding for capital projects. Support use of resources toward meeting the goals and priorities for this population, as identified in the Hennepin County Continuum of Care for the Homeless. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: No CDBG funds were expended towards housing for persons with special needs. Family ServicesfFacilities Consortium Five -Year Goals: Provide emergency assistance services to 26,000 persons. Provide home ownership training for first-time bomebuyers for 1,500 households. Provide mortgage foreclosure prevention services to 1,000 households. Provide tenant advocacy and tenant hotline services to 5,000 persons. Provide homelessness prevention and rapid -exit from shelter services to 1,500 persons in families. Strategies: Support childcare providers to ensure families have access to quality and affordable child care services. Support early interventions and counseling services to assist in the resettlement of persons in refugee families. Support emergency assistance services and outreach and referral services for domestic violence assistance and health, housing, and financial issues. Support housing counseling, including mortgage foreclosure prevention services, tenant advocacy and tenant hotline services. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: Provide homeownership training services to 30 households. Provided mortgage Foreclosure prevention services to 7 households. Provided tenant advocacy and tenant hotline services to 258 households. I Provided homelessness prevention services to 6 households. Community Action Partnership of Suburban Hennepin (CAPSH) The HRA provided funding for this non-profit agency in the 2014 program year in the amount of 13,000.00. CAPSH provided several programs for Plymouth residents, including first-time homebuyer workshops and counseling, mortgage foreclosure prevention counseling, home rehabilitation and maintenance assistance and reverse mortgage counseling services. In 2014, 37 unduplicated households were assisted. Home Line The HRA provided funding for this non-profit agency in the 2014 program year in the amount of 8,351.00. Home Line provided a tenant hotline for Plymouth residents. In 2014, the Tenant Hotline took 258 unduplicated calls from Plymouth households. People Responding in Social Ministry (PRISM) The HRA provided fiuiding for this non-profit agency in the 2014 program year in the amount of 3,130.48. PRISM provided short-term emergency housing subsistence assistance to help Plymouth residents remain in their homes during temporary crises. In 2014, 6 households were assisted. Senior Services/Facilities Consortium Five -Year Goals: Provide home maintenance and chore services to 6,700 households. Provide operating funds to senior centers serving approximately 159,000 seniors annually, Provide financial assistance to address home health care needs for 175 low-income seniors. Provide transportation services to 4,500 seniors and disabled persons. Support senior center services and programs, modifications to incorporate new services, such as meal programs, and to improve access by the physically disabled. Strategies: Support local nonprofit agencies to address senior service needs, particularly those that promote self-sufficiency. Support development of new or expanded senior center facilities where needed. Plymouth 2014 Program Year AccomplishmentslFive-Year, Accomplishments: Provided outside home maintenance and chore services for the elderly to 45 households. Senior Community Services (SCS) The HRA provided funding for this non-profit agency in the 2014 program year in the amount of 5,000.00. SCS provided outside home maintenance for Plymouth residents through their household and outside maintenance for the elderly prograin (11.0.M.E.). In 2014, SCS provided services to 45 unduplicated Plymouth households. Youth Services/Facilities Consortium Five -Year Goals: Encourage communities to work with the local schools, social service agencies, businesses and other organizations to implement apprenticeship, educational, and recreational programs. Provide recreational and summer park prograins to 400 youth in low and moderate -income neighborhoods. 10 Provide criminal justice intervention services to 600 youth. Provide outreach and intervention services to 500 homeless and/or runaway youth, and their families. Provide support group counseling services to 1,000 at -risk youth. Strategies: Target funding to recreational programs for youth, criminal justice/youth diversion programs, school completion/truancy prevention, and summer youth programs. Particular priority should be given to services directed to large multifamily housing developments and other areas where there are concentrations of lower-income households. Support outreach and intervention services, particularly to homeless and runaway youth and youth at risk. Support services addressing the needs facing immigrant and refugee youth, as well as the potential of these youth to assist their families in assimilating to their new communities. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: Provided outreach and intervention services to one homeless, runaway, and at -risk youth, and their family. Provided support for group counseling services to 72 at -risk youth. Family Hope Services r1 ree House) Tree House provides year round support and services for at risk youth through structured programs, support groups, and mentoring relationships. Plymouth provided Tree 1 -louse with $10,000.00 in 2014 CDBG funding. The agency provided services to 72 youth residing in Plymouth. Neighborhood Revitalization Consortium Five -Year Goals: Use CDBG funds to acquire five properties for rehabilitation or clearance in scattered -site and designated redevelopment areas. Provide affordable housing opportunities for a minimum of 20 percent of all housing units created in CDBG assisted redevelopment activities, Improve existing and/or provide new public facilities including senior facilities, as appropriate, to benefit low and moderate -income neighborhoods and persons. Assist street, road and water/sewer improvements when benefit is to low and moderate -income neighborhoods. Investigate the potential of Brownfield clean up to provide sites for public facilities, economic and housing development, and/or other purposes. Strategies: Address blight through scattered -site and designated area redevelopment activities. Support the incorporation of public facility and infrastructure improvements, such as a park or playground, in revitalization of low/moderate-income neighborhoods. Designate a minimum percentage of housing created through CDBG assisted redevelopment for housing affordable to low and moderate -income households. Support the investigation of underutilized and Brownfield sites to identify appropriate reuse/remediation potential. Support the use of CDBG funds to leverage other federal, state, local and private program funds to address neighborhood revitalization needs. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: 11 No CDBG funds were expended contributing to neighborhood revitalization. Transportation Services Consortium Five -Year Goals: Services to seniors, persons with special needs, and low-income families and individuals, especially in addressing inter- and intra- suburban needs in outer -ring communities. Provide rides to 4,500 seniors, disabled and low-income persons. Strategies: Support the provision of transportation services to seniors, persons with special needs, and low-income families and individuals. Encourage the development of appropriate specialized transportation services, particularly in outer -ring communities. Encourage alternative approaches to address inter- and intra -suburban transportation needs. Plymouth 2014 Program Year Accomplishments/Five-Year Accomplishments: No CDBG funds were expended towards transportation services. 3. Affirmatively Furthering Fair Housing Plymouth provides Rehabilitation and First Time Homebuyer loans to person living within the city limits. The Programs are open to all who apply as per Fair Housing Act requirements. During the 2014 program year $1,500.00 of the city's funding supported the Metro -wide Consortium's Fair IIousing Initiative (FHIC) as described in the overall IIennepin County Consortium CDBG CAPER. This FHIC is separate from Hennepin County's Consortium Fair IIousing Initiative. Plymouth also participates in the Hennepin County Consortium Fair Housing Initiative and CDBG funds are provided toward this effort. Please refer to the attached section of the CAPER that describes the Consortium's accomplishments of fair housing impediments. This section describes the 15 impediments prioritized by the Consortium and describes actions through report year 2014 to address each. 4. Affordable Housing Performance The City of Plymouth has used all 2014 program year funds to assist households at or below 80% of median income, as defined by HUD. Table C details the number of households assisted by type of residency and income category for CDBG assisted housing activities. 12 Table C. Characteristic of Households Served during 2014 CDBG Program Year 5. Continuum of Care Accomplishments made to the Continuum of Care goals are addressed more extensively in the Hennepin County Consortium's Annual Performance Report. The strategy reflects housing and support services needed in each stage of the Continuum of Care including prevention, outreach assessment, emergency shelters, transitional housing, supportive housing and independent living. The City has worked extensively with other agencies to respond to homelessness issues. Programs through Family Hope Services provide services such as crisis intervention, counseling, and assistance to homeless youth in Plymouth. The City has been represented on the Hennepin County Taskforce on the Homeless to express suburban concerns regarding services for the homeless. The Taskforce completed its work in late 2006 and issued its report "Heading Home Hennepin Plan to End Homelessness". The report recommendations are being implemented through a structure that includes various committees organized around key goals. The City of Plymouth has attended some committee meetings. 6. Other Actions The following is a summary of accomplishments made to other actions described in the Consolidated Plan. Obstacles to serving render -served needs: The most significant obstacles are the high cost of acquiring property in the City, the limited availability of land suitable for development, and the lack of adequate funding experienced in most communities. The City's Comprehensive Plan incorporates strategies to reduce obstacles to the development of affordable life -cycle housing. 13 Non - Extremely Low Income Moderate Low/Mod Total Activity Law Income Income {80% 3D% MFI) 50% MFI) MFI) Income Households 80% MFI) Renter Owner Renter Owner Renter Owner Renter Owner Renter Owner Single Family Rehabilitation 0 0 0 3 0 3 0 0 0 6 Small Repair Grant 0 1 0 2 0 0 0 0 0 3 Group Home 1 0 0 0 0 0 0 0 1 0 Rehabilitation First Time Homebuyer 0 0 0 0 0 1 0 0 0 1 Homebuyer Education 4 0 5 0 14 0 6 0 29 0 Rehabilitation Advisory 0 0 0 1 0 0 0 0 0 1 Foreclosure Prevention 0 1 0 0 0 3 0 3 0 7 Tenant Advocacy & 100 0 59 0 61 0 38 0 258 0 Hotline Totals 105 2 64 6 75 7 44 3 288 18 5. Continuum of Care Accomplishments made to the Continuum of Care goals are addressed more extensively in the Hennepin County Consortium's Annual Performance Report. The strategy reflects housing and support services needed in each stage of the Continuum of Care including prevention, outreach assessment, emergency shelters, transitional housing, supportive housing and independent living. The City has worked extensively with other agencies to respond to homelessness issues. Programs through Family Hope Services provide services such as crisis intervention, counseling, and assistance to homeless youth in Plymouth. The City has been represented on the Hennepin County Taskforce on the Homeless to express suburban concerns regarding services for the homeless. The Taskforce completed its work in late 2006 and issued its report "Heading Home Hennepin Plan to End Homelessness". The report recommendations are being implemented through a structure that includes various committees organized around key goals. The City of Plymouth has attended some committee meetings. 6. Other Actions The following is a summary of accomplishments made to other actions described in the Consolidated Plan. Obstacles to serving render -served needs: The most significant obstacles are the high cost of acquiring property in the City, the limited availability of land suitable for development, and the lack of adequate funding experienced in most communities. The City's Comprehensive Plan incorporates strategies to reduce obstacles to the development of affordable life -cycle housing. 13 Foster and maintain affordable housing: The City's rental housing licensing program is one example of how the city maintains affordable housing. This program requires property owners to do essential corrective repairs in a timely fashion. City staff also meets with non-profit affordable housing advocates on various issues to promote and maintain affordable housing. City staff has worked with developers and property owners to make application to appropriate agencies and lenders for funding to maintain or to produce affordable housing. Eliminate barriers to affordable housing: The most significant barriers are the high cost of acquiring property in the City, the limited availability of land suitable for development, the lack of adequate funding experienced in most communities and the strong market demand for higher cost housing in the City. The City's Comprehensive Plan includes strategies for the elimination of obstacles to the development of affordable life -cycle housing. During the 2005 program year the City Planning Department reviewed regulatory policies related to affordable housing. The Comprehensive Plan update was completed in 2009. Since the adoption of the 2009 Comprehensive Plan, the City has adopted a new guide plan category that allows for higher density residential development which allows for greater opportunities in affordable housing development. The City has approved one development under this new guiding that has 16 affordable units. Overcome gaps in institutional structures: The City does not face significant gaps in the institutional structures in the community, however there are state and/or federal regulations, taxing policies and processes that hamper affordable housing. The MHFA housing program maximum purchase price requirement for first time homebuyer applicants (determined by the federal government) has been a limiting factor in the use of this program. In 2013, the maximum purchase price was $310,000.00 for existing housing and new construction; this is below the average sales price of $361,780.00 for an existing single family detached borne in Plymouth. Reduce Poverty: Through its various programs, the City of Plymouth identifies and assists people and families that are below the poverty level when possible. We utilize our network of social service agencies and where applicable assist them through CDBG resources and programs as well as local programs offered through the City of Plymouth, the Plymouth HRA and local non -profits. Improve public housing and resident initiatives: The City has no federal public housing. However, the Plymouth HRA has two resident advisory boards, one for its Section 8 Housing Choice Voucher program and a second for its locally financed 99 unit subsidized senior housing development. The Section 8 Resident Advisory committee advises the HRA on policy development and review. Plymouth Towne Square, opened for occupancy in 1994, has a residents' council that advises the HRA on management and resident services. Evaluate and reduce Lead-based paint hazards: As part of the City's Rental IIousing Licensing program over 10% of the rental units are inspected annually. The inspector has satisfied HUD's Risk Assessment Course and is a Certified Risk Assessor. All participants in the Housing Rehabilitation, First Time Homebuyer and Section 8 Programs, who reside or purchase housing that was built before 1978, receive copies of "Protect Your Family From Lead In Your Home", TPA September 2001. The Plymouth HRA has revised the procedures for all federally funded programs to meet the requirements of the new federal lead-based paint regulations, which took effect on September 15, 2000. Discussion of the Lead Based Paint (LBP) requirements take place at the initial meeting with HRA staff and the Certification of Receipt of LBP information is signed by the applicant and kept in the applicant's file. If deteriorated paint is found in a home built before 1978 and lead hazard reduction work may be needed because painted surfaces will be disturbed during rehab, the appropriate level of lead testing and other actions are initiated. The HRA contracts 14 with a certified Risk Assessor to perform the necessary tests to determine if and where there is a lead hazard risk. The Assessment report identifies the presence and location of LBP and the areas that need to be addressed. If LBP is found, the homeowner is notified, As a condition of receiving funding, LBP hazards must be addressed and lead safe work practices are required for all rehab work that disturbs painted surfaces. Appropriate lead hazard reduction measures are also incorporated into the Scope of Improvements. Clearance of the unit is required and a copy of the clearance report is given to the homeowner and kept in the homeowner's file. The above lead-based paint control actions enable the City of Plymouth to abate lead issues and be in full compliance with the Federal Lead -Based Paint rules. The City refers suspected cases of lead-based paint poisoning to the Hennepin County Health Department. Ensure compliance with program and comprehensive planning requirements: Contractual agreements are established with ail grantees receiving CDBG funding. City staff also makes annual monitoring visits to the offices of subgrantees. 7. Leveraged Resources/ Other Local and Federal Resources The Plymouth HRA committed an additional $50,000 to assist in keeping the rents low at Vicksburg Crossing, one of the HRA owned senior buildings. These funds provide benefits to low and moderate -income residents living in the building. In addition, the Plymouth HRA committed 250,000.00 to Plymouth Town Square, one of the HRA owned senior buildings, to help keep rents low to low and moderate -income residents living in the building. 8. Grantee Self -Evaluation The City receives a small CDBG allocation and realizes that the housing and community development needs of the City are growing. The City has been persistent in using CDBG and local funds to the maximum capacity. The following is a self-evaluation of the City's progress made towards the Consolidated Plan goals. Rental Households: The City has used its Section 8 tenant -based voucher program to maintain affordable housing for low-income households in the existing market. The City has worked hard to retain and recruit landlord participation in this program. The City's success is shown through the large number of families who use the portability provision of their voucher to locate Dousing in Plymouth. The City has also made significant efforts to incorporate affordable units in new rental communities proposed in the City, even though extremely low vacancy rates and high market rents have existed. The City continues to pursue local and state resources to make this an easier and beneficial alternative for property managers and owners. The City of Plymouth's Police Department operates the Crime Free Multi -Housing (CFMH) program, which establishes a partnership between the Police Department and rental property managers. CFMH helps tenants, owners and managers keep drugs and illegal activity out of rental properties. Owner Households: The City continues to operate its rehabilitation and first time homebuyer loan programs. These programs have received solid interest from local homeowners and potential buyers. Homeless Households: The City continues to work through the Hennepin County Continuum of Care to address homelessness issues. The City also funds programs through Family IIope Services that provide services and counseling to homeless and runaway youth and youth at - risk for homelessness. 15 In addition, the City of Plymouth continues to support Interfaith Outreach and Community Partners (IOCP) primary fundraising campaign to raise money for affordable housing assistance. The Sleep -Out Campaign raised $1.8 million for affordable housing assistance in 2013. These funds allow 1,656 families to be helped. The City of Plymouth contributed to this campaign through local fund-raising efforts and direct contributions. Housing for Special Needs: The City has concentrated its resources on assisting housing for developmentally disabled adults. The City has provided funding to Hammer Residences over a number of years to perform accessibility modifications to group homes enabling the residents of these homes to make full use of all living spaces. Public Services: The City has tried to stretch the amount of CDBG fiends allocated for public services as far as possible while addressing all identified public service needs. The City has continued to monitor its subrecipients to ensure the best possible use of funds. Recognizing that the CDBG funding is limited, the City has made additional resources available to public service providers. Table D identifies the other resources made available during this reporting period. Table D. Other City Resources Provided During 2014 Program Year Agency Funding PRISM 14,840.00 Interfaith Outreach 19,052.00 Interfaith Outreach — CONECT 9,590.00 Community Mediation Services, Inc. 4,000.00 IIome Free Shelter/Missions Inc. 31,700.00 Teens Alone 1,800.00 Senior Community Services — Senior Outreach 13,050.00 Senior Community Services - IIOME 5,670.00 Reach 10,000.00 Total 109,702.00 if. CITIZEN PARTICIPATION The public hearing and comment period for this report is included in public hearing held by IIennepin County Consortium. This report was submitted to Hennepin County prior to the comment period for the Consortium CAPER. No public comments were received concerning the Plymouth portion of the CAPER. The following reports are available to the public and have been previously submitted to HUD at this time: 2010-2014 Hennepin County Consortium Consolidated Plan 2014 City of Plymouth Action Plan Regional Analysis of Impediments to Fair Housing, October 2009 16 TTI. CDBG PROGRAM The main tool used by the City of Plymouth for carrying out the objectives identified in the Consolidated Plan is CDBG fiords. The Plymouth Housing and Redevelopment Authority (HRA) is responsible for administering the Federal Government's Community Block Grant Program for the City of Plymouth. In 2014, the City of PIymouth was awarded a total of $236,820.00. 1. Assessment of Approved Activities to Priorities and Objectives of Approved Plans A detailed assessment of program year activities to Consolidated Plan priorities and objectives is found in Part I, Section 2 of this report. 2. Analysis of Distribution of CDBG Funds Among Consolidated Plan Needs Table E identifies the activities undertaken during the program year and the priority ranking as identified in the Consolidated Plan. Table E. Approved CDBG Activities and Ranking by Priority Level Activity Consolidated Plan Housing Rehabilitation High First Time Homebuyer Assistance High Affordable Housing Assistance High Family Services — Home Line High Family Services — CAPSII High Senior Services — SCS High Transportation Services - PRISM High Youth Services - Family Hope Services High Youth Services — YMCA High All of the approved activities are in the highest priority group. CDBG Binding is limited, therefore only a few activities can be undertaken in any given year. The HRA has also found that limiting the number of activities assisted is a more efficient and cost effective use of CDBG funding 1'or delivery of services to residents. 3. Reasons for Possible Changes in Program Objectives There are no plans for changing any of the current program objectives. 4. Assessment of Consolidated Plan Implementation The City of Plymouth has pursued all resources that it indicated it would pursue. Further details on the use of federal, state, and local resources can be found in the available resources sections of this report. The City of Plymouth has provided all requested certifications of consistency for IIUD programs in a fair and impartial manner. The City of Plymouth did not hinder implementation of the Consolidated Plan by action or willful inaction. 5. Meeting National Objective Goals The City of Plymouth has used all of its CDBG funds exclusively for one or more of the national objectives. The City is also in compliance with overall benefit certification. The percentage of funds, which apply to the overall benefit requirement, is located in the Financial Summary. 17 6. Displacement and Relocation of Real Property During the 2014 grant year, no CDBG funds were used for the displacement and relocation of real property. 7. Economic Development Activities During the 2014 grant year, no CDBG fiends were used for job producing econornic development activities. 18 8. Rehabilitation Activities REHABILITATION ACTIVITIES Summary of Consolidated Plan Projects Community Development Block Grant Program City of Plymouth, Minnesota 2014 Program Year (7/1/2014-6/30/2015) Note: All work expenditures were for single -unit housing activities only. 1. Staffing: Number of Staff Years 2 2. Current Program Year Expenditures: Activity delivery costs from CDBG funds $22,263.74 a. Staff costs: Amount expended in 1 above 0 b. Other direct costs (not included in 3) 0 3. Current Program Year Expenditures: For all projects (a+b+c below) $191,834.75 a. CDBG funds expended $191,834.75 b. Other public (Federal, state, local) funds expended 0 c. Private funds 0 4. Number of Units Committed for Rehabilitation 10 5. Obligations: Amount obligated but not expended for units committed to 4 above (a+b+c below) $67,012.49 a. CDBG funds obligated $67,012.49 b. Other public (Federal, state, local) funds obligated 0 c. Private funds obligated 0 6. Number of Units Completed 6 7. Cumulative Total (expended + obligated) $258,847.24 8. Program Income Received $118,566.34 9. Financial Summary (PR26) The Financial Summary report from IDIS for the 2014 program year follows. IV. IDIS REPORTS The following reports from HUD's Integrated Disbursement and Information System (IDIS) are attached: 1. Summary of Accomplishments PR23 2. Summary of Consolidated Plan PR06 3. Summary of CDBG Activities PR03 19 ANNUAL HOUSING COMPLETION GOALS Grantee Name: City of Plymouth Expected Annual Number of Units To Be Completed Actual Annual Number of Uuits Completed Resources used during the period Program Year: 2014 CDBG HOME ESG HOPWA ANNUAL AFFORDABLE HOUSING GOALS (SEC. 215 Homeless households NIA* Non-ho3neless households 10 10 X Special needs households 1 1 X ANNUAL AFFORDABLE RENTAL HOUSING GOALS (SEC. 215) Acquisition of existing units N/A Production of new units NIA Rehabilitation of existing units 1 1 X Rental Assistance NIA Total Sec. 215 Affordable Rental 1 1 X ANNUAL AFFORDABLE OWNER HOUSING GOALS (SEC. 2151 Acquisition of existing units NIA Production of new units NIA Rehabilitation of existing units b 9 X Homebuyer Assistance 4 1 X Total Sec. 215 Affordable Owner 10 10 X ANNUAL AFFORDABLE HOUSING GOALS (SEC. 215) Acquisition of existing units NIA Production of new units NIA Rehabilitation of existing units 7 10 X Homebuyer Assistance 4 1 X Total Sec. 215 Affordable Housing I1 11 X ANNUAL HOUSING GOALS Annual Rental Housing Goal I 1 X Annual Owner Housing Goal 10 10 X Total Annual Honsing Goal 11 11 X Included in the Hennepin County Consortium 2014 Action Plan Goals 20 Agenda Number a ` PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY STAFF REPORT TO: Plymouth Housing and Redevelopment Authority FROM: Jim Barnes, Housing Program Manager through Steve Juetten. Executive Director MEETING DATE: August 13, 2015 SUBJECT: Senior Buildings — Replacement Reserve Analysis and Long Term Financial Forecasts. BACKGROUND: Annually, funds are budgeted and set aside to cover the costs of equipment and building components as they age and need replacement. Separate reserve accounts have been created for each building. To assist in monitoring whether the replacement funds and annual contributions will continue to be sufficient to cover expenses. replacement schedules have been prepared. These replacement schedules are reviewed periodically and updated as necessary. Plymouth Towne Square The current balance in the reserve account is approximately $980,000. The amount of funds set aside for this reserve account has varied over the years from a low of $84,000 to a high of $110,000. $84,000 will be set aside in 2015. Attached is a staff generated reserve schedule showing anticipated annual expenditures for the building. A couple of major expenses that are expected soon are windows and steel siding. Staff is currently gathering information on the replacement windows throughout the building and the steel siding. The current window manufacturer has been out of business for many years and we can no longer find parts to repair the windows. By replacing the windows we should also experience a savings in energy costs as the new window designs are much more energy efficient. The siding has been pealing for the past 15 years and is at a point where it requires a lot of staff time to remedy the defective siding,. Vicksburg Crossing The current balance in the reserve account is approximately $425,000. The amount of funds set aside for this reserve account each year has remained constant at $60.000. Attached is a staff generated reserve schedule showing anticipated annual expenditures for the building. It should be noted that Vicksburg Crossing is approaching 10 years old and based on experience frorn PTS we will begin to experience more replacements/improvernents in the coming years. The long range forecast indicates that we will experience a shortfall beginning in 2019. This is due to the individual Magic Pac heating and cooling systems all being replaced at the same time_ It is hig,hlN unlikely that this N ill occur and staff believes that we \Hill have enough resources between the t,,No buildings to address ani short term cas11 tlo\i issues. RECOMMENDATION: Staff recommends that the Plymouth Housing and Redevelopment Authorit y Board of Commissioners review the attached documents and provide feedback to staff. ATTACHMENTS: 1. Plti-mauth Townene Square Replacement Schedule and Long Rang Financial Forecast I Vicksburg Crossing Replacement Schedule and Long Range Financial Forecast 0 S a 8$888$8 8,8888 8885$88 88.8$88 17 25 y$y S888n 2fq$rr a o 88g as Isc SS o s 4 d 38 BE as O S 8 8^ 88 88 hn tl1 R m d L 88 88, m RS, t q 8 88 88 1.2 3 QS& og 88, m n r:fid t585 Q8Q= a 8$ 8$ gsQ . o Ra qas 88.,88SV 8 88gg0 8gp $8 8 1ss: a 25 8.8,88,-a$ S$a am S q= BR 2iti a d 98 BE 28 r 6s §A c t 88 88 8 a 88$, 4488, x a Sms 8 8 fin$ H Q8Q52S 8888 s g5 ad ul 0 S a 8$888$8 8,8888 8885$88 88.8$88 17 8 25 y$y S888n 2fq$rr 58 8r 25 ti= o Sss SS o s 4 d 38 O S 8 8^ tl1 m d L t q 8 3 QS& r:fid t585 Q8Q= a gsQ . o qas 88gg0 8gp $8 8 1ss: a 25 S$a am S q= BR 2iti a 38 r Rfi a8o t 8 a s$a x Sms ti 3 a ar. 8$;; 82 V8 83 HA i38' 8$a Sa v 3 Si h - V6 8 8$$ 8R8 8o R 8*, 8 8 25 y$y S888n 2fq$rr 58 8r 25 ti= o Sss SS o s 4 d O 888 8 n 8: mi 81M :&- o m m- SQS 25 y$y S888n 2fq$rr 58 8r 25 ti= o 4 d O v tl1 m d L t q qg r:fid a s o s Z a,aa a! a9.a k! a| la,aq 2 a r2# m., FRA q4@ k# d w; E @ m @ e,e= f m«`# ti a g; a„w 74 k a;a@ E§ a m #Ra§ 4 9`y! 2 @. a e m., e@ @ k7# f k q 2;@G 4 4 k K«§§ a Replacement Resme_Sehedutle PTS Item Construction! ptylArea Unit Cost Total Cost Lifetime Min AnnualReplacementUnitof seal/stripe) Year Measure 2015 Square Feet 16,)00Q.59 Years tfetime Year ReserveAsphalt Boiler Gre. Pumps #1 2012 Unpt 1 7 800.00 4,44) 7,60(1 3 to 5 10 to 15 3 i0 3,147 780BaNerGrt, Pumps !i2 2012 Unit 1 7,800.00 7,BW 10 to 15 10 780CarpetCommonAreas2004SquareFeet40,258 3.50 140,903 8 to 101 8 17,613CommonAreaFurniture2004Unit133000.00 33000 10 to 12 10 3,300ConcreteSidewalk2015SquareFeet3,600 9.50 34 200 15 to 20 15 2,280GarageFloorSeater2011Squarefeet30,000 0.38 11,400 B to 12. 8 1,425HeatingZoneValves _ 2010 Unit 120 200.00 24,000 10 to 15 10 2,qWLightingfixtures (common areas) 1994 Lighting fixtures (gaa a) 2004 Paint Common Areas 2OD41 Square Feet 12,000 2.50 30,00D 8 to 10 8 3,750 Parking Lot Replacement w/ Asphalt Fire Lane 2015 Square Feet 16,000 3.50 S6,OW20 to 251 20 2,BQ02004, 2012, Replace Concrete Curb/Gutter 2015 Linear Feet 2,340 33.00 77 220 20 to 25 20 3,861ReplaceElevator #1 19941 Unit 1 65,000.00 65,000 30 to 35 30 4167Replaceelevator421994Unl165,000.00 65,000 30 to 35. 30 2 167ReplaceGenerator1994Unit140,OW.00 40,00030 to 35 30 1,333KNHWBoiler #1 2012 Unit 1 44,000.00 44,000 10 to 15 10 4,400KNHWVBoller #2 2012 Unit 1 44,000.00 44,000 10 to 15 10 4,400KNMWBoiler #3 2012 Unit 1 44 000.00 44,000 10 to 15: 10 4,400Roof (asphalt) 2067 Square Feet 43,oOO 2.95 160,000 15 to 20, 15 10,667Sidingremoval & reinstall) 1994 Square Feet 10,000 6.50 65,OW 15 to 20 15 4,333Trim, Fascia, & Soffit 19941 Linear Feet 1,800 19.00 34,200 IS to 20 1 S 2 280WallpaperCommonAreas1994SquareFeet120002.25 27 000 8 to 1) 8 3,375WaterSoftener #1 2009 Unit 1 9,000.06 9,000 12 to 151 12 750WaterSoftener #2 2009 Unit L 9,000.06 9,00 12 to 15 12 750WindowReplacement1994Unit275475.00 130,625 20 to 25 20 6,531 Lennox AHU #1 (3rd Floor East Wing) 2003 Unit 1 9,300. W 9,30H 15 to 20: 15 620 Lennox CU #1 (Ground Level East wing) 1994 Unt L 6400.00 6,40015 to 20 15 427 Lennox AHU #2 (3rd Floor North Wing) 2003 Unit 1 9,300.00 9,300 15 to 20 15 620 Lennox CU #2 (Ground Level North Wing) 1994 Unit 1 6,400,00 6,400 15 to 20, 15 427 Lennox AHU #3 (3n1 Floor West Wing) 20031 Unit 1 9,300.00 9,300 15 to 201 15 620 Lennox CU #3 (Ground level West Win)2009 Unit 1 _ 6,400.00 6,400 15 to 20 15 427 Lennox AHU #4 (3rd Floor Central Win) 2003 Unit 1 11775.00 11,775 15 to 201 15 785 Lennox CU #4 (Heat Pump - Garage) 1994 Unit I 9 340.00 9,300 15 to 20 15 620 Carder AHU #5 (Gorge west Wing Maint Room) 2011 Unit 1 12 254,00 12,250 15 to 20! 15 817 Carrier CU #5 (Ground Level Front of Building) 2012 Unit 1 11,450.00 11,450 15 to 201 15 763 Lennox AHU 36 (Gaa a Storage Area) 1994 Unit 1 5,500.00 5,500 15 to 20 1 15 367 Thermal Zane CU 96 (Gaza a Storage Area) 1994 Unit 1 4,10000 4,100 15 to 201 15 273 Garner AHU #7 (2nd Floor Activity Room) 2005 Unit 1 5,500.00 5,500 15 to 20 15 367 Carrier CU #7 (Ground Level Front of Building East) 2WS Unit 1. 4,100.00 4,100 IS to 2015 273 Titan MUA (Rooftop) 1994 Unit 1 55,000.00 55,000 20 to 25 20 2,750 Gmenhedc £F (Garage) 1994 Uni I 10,OW.W 10,000 20 to 25 20 500 Unit Heaters (Garage) 1994 Unit 8 L, 100. W 8,800 15 to 20 15 587 American HW Heater 91 (Garage) 2006 Unit 1 19 500.00 19,5W 10 to 12 10 1,950 American HW Heater #2 (Garage) 2006 Unit 1 19,500.00 19 500 10 to 12 10 1,950 Amencan HW Heater #3 (Garage) 2005 Unit 1 19,500.00 19,500 10 to 12'' 10 1,950 American HW Heater .14 (Garage) 2006 Unit 1 19,500.00 19,SW 10 to 121 10 1,950 Me ficTonving have rep arement costs calculated as a f errentage of tntaf Mst / year, 30-2046 Apartment Appliance (refri calors &stoves) 1994 10°! 100 1 000.00 160 404 10 to 70 10 14 000 Unit Carpet 1994 20°J 106 1,500.00 150,000 7 to 10 7 3O 400 Unit Vinyl 994 2095 iO0 1,ODOM 100 000 1 7 to 12i 7 20 000 A/C Units (repiacement) 1994 15% 1 120 500.00 60,000 1 10 to 151 10 9,000 5. v w'" wwwwwx rc f wxwxxxw N ww x x n w w w x x$ w .. x x w „ o .,.M«. xwxx sT a_000®aro 93933_SSv939 _ 9 s S n 8 _ o r - __ _ a.n n.-rr--9'r rw.-, .- .- _ _ _ •- g. n.`.2i.. , g^_ w SQSo o oo vc S - Y> 3i o$a£r16Iz 895-.82H 203U w w w» M w w urvi .`tea ww` n x w N w w 42:;. U Fg> c.v i fiiry rv.rn ryc,rv. '.-'.mrv VV3U y - ra - nin v gi R' H LL O s ZZ F e' uu=w agg3®y333eLLas`oBEt3a 8H v K u a u < Qaoax Q aF wV.q w°Y sa; zz4c swa a <mm°uu°t 3 na a zx_$osggFBe_o gFm s`rcs'xYa'rF3333 3J39393 3 393' FFg F€om t9g99'"a 7u'm'3 a'` -env ¢cni m'rt§aa<aa» j r .. fig. n IR o dog...,... S S8 gig 1162999 9. a seas s a; e " - x: 8, s88sas.s s8; 0 a : x: sassa.s s. IR F8 I a 8" 1 8 l 8REESE ,8 9: 8 S$ 8 8 ° a Si I H99— 9- 88888 S 8888888 99 x 8s gig 88 as= ss sssa ss m sass as a X38X as ? EH9 s8" 88 a as lci sass as a 1aai 8s gsse as X88 88 8=88 888Q g8g 88s8 ss sggmm Cah Qe mv S -Se 898 8 8 9 a 8R Aq`R= m 8, 88989.8 8: op Fi$3 98888,8 s; b s• 88898,8 8a 8, ss9$8,8 89 MMs n a s; 88888888,e 8 a Mm R 9^ Gim ss assess 8 ss R gyp SSR gg p'p pp pp' P,aa40R , 8 as 4 M2 M m 80.99Sg$59,8 88 C 2 C E 6 8888888 99 x 8s gig 88 as= ss sssa ss m sass as a X38X as ? EH9 s8" 88 a as lci sass as a 1aai 8s gsse as X88 88 8=88 888Q g8g 88s8 ss sggmm Cah Qe mv S -Se 898 8 8 9 a 8R Aq`R= m cm UZ op Fi$3 88588,8 u 8 pr ppn sppf 88888,8 8$888,8 888ss.8 888.58,8 RIM 8 88888 , 8 sssss s H990 g 8 88 AS x R R SnB7 a 8^Se 0380 8« 3 R 8,88 OHHo a o m q SH5. m- 2Sm mia n SH5 mgHgs 25n 3.i: 8588 SS n SS i 83 i a 848H ss 88 88-8g6 mgg o amES an a 3Ha ss a sass a 3m g gi S$Sdt SS x 8: 0 8 suss s sorsa n 1Aa6c111e11r rceserve bcneaule Vicksburg Crossing Item Construction! QtylArea Unit Cost Total Cost Lifetime Min Annual. Replacement Roof asphalt) Year 2007 424G0 sf 52.95lsgit 5125,000 Years Lifetime Years Reserve- Fascia, 8 Soffit 2007 1450 If 519.001LF 527,600 15 to 211 15 to 20 15 58,333 Siding {remgwal u reinstall 2007 36000 st 55.5lsgtl 5209,000 20 to 25 15 20 1,840 Caulking (remove 8 reinstall) 2007 390001f?? 1.781LF 69.000 15 to 20 10,450 Parkin Lot Replacement_ 2007 16000 sf 53.501sgft 56,000 17 to 20 15 4,628 Aspt3alt (seaUslripe) 2007 16000 sf 50.591sgD59,440 3 to 5 17 3,295 Replace Concrete 3 53,147 Curb/Gutter Concrete Sdo 2007 2007 10501f 331LF 534,650 20 to 25 20 51,733 Trail Re accmee 2007 7500 sf 0 59.50)s it 571,250 20 to 25 20 53,563 Paint Commonmoron Areaseas 2007 24000 sf w/parking lot 78hvalls-.85A wlparkin 535,000 B to 10 SO Carpet Common Areas 2007 24000 sf 53.501sg11 584,000 TIC, 10 8 8 54,375 Replace Elevator #1 2007 1 N1A565,000 34 to 35 30 10,500 2,167Replaceelevator #2 2007 1 N!A 565,000 30 to 35 30 52,167 York AHU #1 (Community R00m) York CU #1 (Garage) 2006 2006 1 8,700 8700 14 l0 17 15 S1,250 York AHU #2 (2nd Floor) 2006 1 1 5,500 5500 1410 17 15 51,250 York CU #2 (Gars e) 2006 14,750 8,100 8100 14017 15 51,250 York AHU #3 {4th Floor West 4750 14 to 17 15 51,250 Hallway) York CU #3 (Garage) 2006 2006 1 8,100 8100 14 to 17 15 590 York AHU #4 (4th Floor East 1 5,250 5250 14 to 17 15 5590 Halfway) 2006 1 8,100 8100 14 to 17 15 5590YorkCU #4 (Garage) 2006 1 4,750 4750 i4-1 17 15 5590YorkAHU #5 (4th Floor East Hallway) 2006 _ 1 5,500 5500 141o'17 15 590YorkC1,11 (Gare-e) 2006 1 4,750 4750 14 to 17 15 590TitanMUA (Gars. a 20061 55,000 55000 14 to 17 15 5590AOSmithDHWH #1 Garage) 2006 1 18.000 18000 10 to 12 10 690OSmithDHWH42 Garage) 2006 1 18,000 1800010 to 12 10 5590AOSmithDHWH #3 fGarage) 2006 1 18.,000 18000 1 0 to 12 10 5683AOSmithDHWH #4 Garage) 2006 1 18,000 18000 10 to 12 10 5883 Weil McClain Boiler (Garage) 2006 1 12,250 12250 12 to 15 12 S883GreenheckEF (Garage) 2006 1 10,000 10000 12 to 15 12 883WalerSoftener #1 2007 1 NIA59,000 15 to 20 15 S600WaterSohener #2 2007 1 WA 59,000 15 to 20 15 5600CommonAreaFurniture2007AllowanceS33001yr100,000 10 to 12 1 t7 53,300ApartmentAppliance refrigerators, stoves & dishwashers) 2007 97 51,500 145.500 10 to 20 10 14,550UnitCarpet2007971,5001uni1 5145,500 7 to 10 7 20,786UnilVinyl2007971,00OfUni1 597,000 7 to 12 7 513,857 Window Caulking {brick sills) 2007 172 N/A 58,000 71010 7 1,143 Window Replacement/Repair 2007 364 5600 S218,400 20 to 25 20 10,920 Magic Pain Caulking (brick sills) 2007 68 NIA 52,500 71010 7 5357MafcPacs20079758,000 5562,060 121o!5 12 48,500GarageFloorSealer200729500sfNIA55,500 8 to 12 8 688ReplaceGenerator20071N,A 540,000 30 to 35 39 51,333GGarageExhaustFan20071Id+A SUN 12 to 15 12 5500 nnual Replacement Reserve Amount per Unit 187,174 Based on lowest stated 4ctime Last Update 612812011 d I I i x O a ddOO Iy-O N tt OOO' p y n T P d d o N of rNIN O C w 79O IL I N LLI U z Z a Zz z z t z IIW a4 V3 W W C Yi W iA WI W1 M M I I 1 1111Zj -6 Q 75 n m my c `a . 3>> 7 7 > j W - p C. 537. 3' 7i 7 7 7 7 7 3>> 7 7' NISM 7 7' t9 d' O pp O D O cOu N N N N! N N'N N M E K EI m O CJI V U U U Ij U V V tl1 ISI4 Q v fo o 71 I F K 1 N U d Q K U r 0 c ] dr 4 e K rc fY fl,' Y fz FK K lr Q ¢ Q C 7i 7i V Q v 11I 4J K . l7 N M J SC1. yY LV 4• 97 R WIX] N4 tfD OM KY R1n OR Mm c[ F3p1 (1NiiiNMN N MA 0N4p CM'1 lQ0OOMfNM0 RG aRMD7RN6MMsReNDN1MS5cM{) 6N4t NB NtVR u4'1tC0! Cn['s QC¢t}l Gmc] mt Di o• t0 Oi!Y QRtoN1[] Mto