HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 08-01-1996PLYMOUTH HRA
STAFF REPORTS
AUGUST, 1996
1. Call to Order
2. Approval of June 20, 1996 Minutes
3. Public Mating to Discuss Community Development Block Grant (CDBG) Programs
4. Plymouth Towne Square
A. Status of ConstnaVou Issues at Plymouth Towne Square
B. Amendments to Plymouth Towne Square Admission and Occupancy Policies
C. Plymouth Towne Square Monthly Housing Report
S. Revisions to Housing Rehabilitation Gmut/Loan Program
6. Section 8 Program
A. Revised Section 8 4_dministrative Plan
B. Minnesota Revenue Recapture Program
7. Revised 19A6 and 1997 HRA Annual Budgets
S. Proposed Plymouth Economic Development Fund Program Guidelines
9. Amendment to CDW Agreement for Lakeview Commons Development
10. Development Proposal for Revere Lane and Sixth Avenue North
11. Other Business
12. Adjournruumt
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PLYMOUTH HOUSING AND REDEVEGOPMWff AUTHORITY
JUNE 20, 19M
A meeting of the Plymouth Housing and Redevelopment Authority was called to order
by Chairman David Crain at 7:00 p.m. on Thursday, Jun.- 20, 1996.
PRESENT: Chairman David Crain, Commissioners John Edson. Brian Kehnk n,
Ma4ie McFarland
ABSENT: Commissioner Pat Pelstring
STAFF PRESS IT: Executive Director Anne Huriburt, HRA Supervisor Ed Goldsmith,
Housing Specialist Milt Dale, Housing Intern May Kay Olson, HousingInternGeneKlatt, Clerk/Typiat Sum Thompson
OTHERS PRESENT: Sarah Miller, PTS Manager
The older of the agenda as published was deviated from somewhat to accommodate the
Presence of Sarah Miller, Manager of Plymouth Towne Square.
APARTMENT TRANSFER REQUESTS AT PLYMOUTH TOWNS SQUARE
Sarah Miller, PTS Manager was present to provide an. overview to the Board regarding reeem
apartment munafer requester and the rmb* dilemma in handling these requests as no
provision or Ply guidance are provided in The Admissions and Occupancy Handbook for
Plymouth Town Square. Mer. Miller also proposed that she be elven do authority to gram
apartment transfers. Current policies do not make allawance for this.
Ma. Miller states dtd a vacancy for a Imp one bedroom unit exists due to the death of a
resident earlier this mouth. This is a particularly desirable unit and much h t rm has been
generated by tenants wishing to transfer to this unit. Sarah asked that she be authorized to otter
the vacant hullo one bedroom unit to a single resident currently living In a two bedroom unit.
This resident lost her spouse. Her income has suluoquently decreased and the two bedroom
unit is financially burdensome for her. The transfer to a one bedroom unit would mune
adequately mat her financial needs.
A second resident has also requested transfer to this unit for medical reasons. She is currentlylivinginahandicapunitwhichhaslesspaddedcarpettoaccommodatetheuseofawheelchair
the team is not disabled). However upon review of the loom's situation, sufficient cause
has not been found to recommend transfer based on a medical preference.
Supervisor Golderrnith meted that a formal Apartment Transfer Policy will be developed andJPresentedatthenextHRABoardmeetngforconsidennion.
Commissioner Edson aalued why a $2200.00 fee is charged when an apartment transfer is made
for financial reasons. Ms. Miller riatedthat this is the average cost for cleaning, painting,
Plymouth Houft and Redevelopment Authority
June 20, 1996
Pap 29
supplies, labor, etc. -to prepare a vacated apartment f;,; wismal. When a tenant transfers, an
additional vacancy is created. In a voluntary tranifer, the tenant receives the benefit of the
transfer and should reimburse the HRA ivr these costs.
Chairman Crain asked what the impact of this particular move would be upon the tenant..
According to Ms. Miller the tenant's portion of the rest will decrease from 39% to 33 S of bar
gross income. The subsidy potion will remain at $165.00 (tarot will save $55.00 per
month). Commissioner Heindcen asked what marlaet rent is for the two bedroomlone bath
unit. Ms. Miller responded that madmt -slue is 5690.00 and a new tenant will come in at
325.00 (minimum). This amount may be more depending upon the tenant's income.
Executive Director Huribu:t asked if Ms. Miller has checked with other private complexes to
see what their policies are. Ms. Miller states that she has indeed done this and has found that
1) transfers are allowed, (2) tenants are charged for the transfer and (3) transfers are made on
a "first come first served" basis.
Council Member Black inquired if a smaller unit was vacated, would those on the waiting He
then have this smaller unit available to them. [Yes] Executive Director Hudho asked if the
team cium mtly living in the two bedroom unit would accept the smaller handicap unit. Ms.
Miller replied that everyone wants to move into the larger unit which is a very desirable unit
due to its location and coafcgmation.
Supervisor Goldsmith atteorptad to smomacize the issue by stating, "The issue boils down to do
we wish to move voluntarily an individual from a larger two bedroom unit to a smaller unit?
We give them this choice so we can then no the two bedroom unit to a couple. There is a
reason for the HRA to offer an occupancy transfer."
Director Huriburt feels Ms. Miller's recommendation a good. Currently, the only real
existing preference is to make two bedrooms available to couples. Dimer Huriburt also
stated that creation of a policy as we go froward would be beneficial.
Chairman Crain reiterated that we will not force anyone to move.
Director Hurlburt stated that perhaps transfers should only be allowed for those .moving from
two bedroom to one bedroom units (no transfers for those already i.r a one bedroom unit).
Commissioner Edson stated that fmancizi preference should be the consideration.. "I don't feel
we should say you can now move from a small one bedroom to a huger one bedroom. In
Sound terms it sounds like people would just `like' to move, but have no real need to move."
Commissioner Edson said, "We have only one criteria now." We have no other preferences.
This is an economic issue. We take care of people with the economic issues fust and tape can
of those with non -economic issues second." Commissioner Edson said that the subsidy issue
needs to be addressed in the overall policy development.
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Plymouth Housing sod Redavelopmeot Authority
Jose 20, 1996
1 Pap 30
MOTION by Commissioner Edson, seconded by Chairman Cain to approve do
recommendation by Sarah Miller to offer the available large one bedroom unit fiat to the
single resident who currently occupies a two bedroom unit and has previously requested a
transfer to a large one bedroom unit before offering the unit 10 annut residents by date of
transfer request.
MOTION carried unanimously.
PLYMOUTH TOWNS SQUARE MONTHLY HOUSING REPORT
Housing Manager Sarah Miller premed the PTS monthly report. She stated PTS has some
credit coming from Walker Management which will offset some of the expenses.
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Plymouth Housing and Redevelopment Authority
June 20, 1996
Page 31
There was an arm noted in the Minutes of the May 16, 1996, meeting. Commissioner Hdson
was reported incorrectly as being both absent and present. He stated he was not present at that
meeting, and the Minutes will be revised to reflect that.
MOTION by Chairman Crain, seconded by Commissioner Pielstring to approve the May 16,
1996, minutes as corrected.
MOTION unanimously carW.
HOUSING RF.HABII fATION GRANT/LDAN PROGRAM
Housing Specialist Milt Dale presented the Baud with an overview of proposed changes to the
HRA's Housing Rehabilitation Gmm/Loan Program. Mr. Dale aclmowledged the work of
Hcusiog Intern Mary Kay Olson in researching and drafting the proposed changes. Mr. Dale
stated that the essential things the proposed changes hope to accomplish are to (1) maximize
funds, (2) utilize MFHA monies more effectively than in the past in cooperation with local
lenders and (3) streamline the approval process and mouse the number of clients we are able
to sem. Mr. Dale requested conceptual approval of the proposed changes..
Chairman Crain commended Mr. Dale for his efforts and the "very good direction of the
program". Charman Crain expressed strong agreement with the principle of utilizing MFHA
funding fust and supplementing with City funds if the client's need exceeds the amount
available from MI RA. He did, however, express some concerns about changing this from a
grant/loan program to a strictly loan program.
Mr. Dale briefly explained the three basic MFHA programa:
1) Grant
Lowest income homeowners (up to $12,000 income limit) qualify for the grant
Program.
2) GrentlLean
Up to $18,000 income clients are handled under a program which combines
elements of both grant and loan.
3) Loan
Under the low interest loan the lot is in effect until such time as the
homeowner pays off the loam.
Director Hudburt asked what happens if upon sale of the home the proceeds are not enough to
pay off the loan? Mr. Dale stated that attempts are made to avoid this happening at the time of
qualifying the applicant. This situation has not occurred to this point and due to the
improvements made properties have been appreciating.
Chainnam Crain questioned if the program's overall objectives would be hindered by making
the proposed c>aaMes. Under the current program there is just one qualifying income level.
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Plymouth Housing and Redevelopment Authority
June 20, 1996
Page 32
Supervisor Goldsmith stated that it is the intent of these guidelines that the City remain
involved. He felt that the proposed changes may result in the preservation of City money for
use by other residents. Supervisor Goldsmith also noted that the HRA staff has reviewed other
similar programs within the area (Bloomington, Hennepin County). In essence, the view is
that the property value will increase until such lime as the property is sold.
Chairman Crain stated we are net saving money for the City. He felt there was no basis for
charging interest for the locos. He is not convinced that the changes are necessary and
repeated his concern that consideration need to be given to determine N the proposed changes
are consistent with the goals set for the prcwgmm.
Commissioner Edson commented on the difficulty of finding sources for time funds and
expressed his desire that the City be able to com in a to offer these programs to qualified
citizens. He. noted that the federal government requires repayment of other types of grants at a
low interest mere (in the event of natural disaster, etc.). Commissioner Edson went on to say
that consideration should be given to requiring repayment of the principle portion.
Chaimman Cram noted that provisions for the programs have changed dramatically over the
years.
Commissioner Edson asked brow many people have repaid Gine program. Mr. Dale responded
that approximately 20.25 people have repayment agreements in effect now (does not include
those whore loans have been forgiven) and approximately 20 have repaid in the past. In 30-
40% of the cues there is on mortgage to be paid off (particularly in the case of seniors).
Director Hurlburt stated that there seemed to be conceptual approval for all items with the
exception of the final bullet (regiAft repayment ).
Mr. Dale felt he had received enough feedback to enable hire to make qmffk guideline
revisions.
IIVTRODUCTiON OF HOUSING INTERNS
Supervisor Goldsmith introduced Housing Intern Mary Kay Olson who has been in the
Housing Department for the past seven months. Chairman Crain expressed appreciation on
behalf of the Board for Ms. Olson's work. Supervisor Goldsmith also introduced Housing
Intern Gate Klatt who has been working as an unpaid volunteer in the department for the past
several months. According to Supervisor Goldsmith, both interns have contributed a great
deal to department projects.
MANAGEMENT AGREEMENT FOR PLYMOUTH TOWNE SQUARE
The Management Agreement between the HRA and Walker Management, Inc. will
automatically be extended for an additional one year period at year's end unless specific action
32
Plymouth Housing and Redevelopment Authority
June 20, 1996
Page 33
terminating the agreement is tabun by July 3, 1996. Wollner 1Kaoagemem, Inc. wishes to nee
the agreement renewed.
The HRA staff has performed a comparison of Walloer's manages services web those of
similar senior hourft complexes. In addition, evaluation of Walker's manapment
performance in a number of areas has talon place:
l) Financial Services
2) Administrative Services
3) Qty Improvement
4) Plant Operations
s) Community services
SUMMARY OF FDIDDIGS:
Fees:
Walker's fees are the lowest and within the standard used in the Twin Cities area.
Services -
Walker's services are over and above what mould be considered standard.
Hanaaement Cojetencv'
Have found Walker's staff to be competent, and they have received high ratings based
on resident survey.
Personnel Costs•
Walker's personnel costs are considerably less than if the city of Plymouth replaced
staff. U City work crews were replaced and contract workers were hired, costs could
be similar - The City could manage PTS at costs similar to those of Walker
Management; however, this would require greater day -today im•ulvement of HRA
executive staff staff
Supervisor Goldsmith stated that the "oaly downside found in rho Wationehip with Walker has
been on c:omsiructioo issues" (WaDwr Development arm). "Working with Waller Management
has proven to be a very positive experience, but there is something to be desired with the
Wailer Development arm." There is continued drfiuxrlty, in ga ft the sidhlg replaced. The
subcontractor states they are not responsible and that this is a design issue. Therefore, they
will not replace any additional siding. Mar's approach is to contact the general
contactor. This is a fairly significant issue which needs to be resolved. An additional issue is
a problem with water infiltration into the garage. A portion of the work to oorrect this was
done at no cost to the HRA. Purchase of gutters was authorized by the HRA be year.
Supervisor Goldsmith is continuing to address this issue with Walloer Development Some
other less significant issues also exist.
Theconclusion was that the services of Waller Management can not be exceeded. Their fees
are reasonable. Additional services that they provide are sot exceeded by other management
companies. Given all these findings and the impact of pursuing outside bids, it was
recommended that the Board allow the Walker Management Agreement to automatically renew
for one additional year.
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Plymouth Housing and Redevelopment Authority
June 20, 1996
Page 33
Commissioner Hdmlmn stated be does not believe the City should be in the prnperty
management business. Io addition, stats time and talents can be barn utilised in other areas.
Commissioner McFarland was in agreement with Commissioner Helmken.
Commissioner Bdson agreed drat since wallmr has provided good management, we should stay
with them. He would like to am a written report on the construction issues for the matt
meeting. He also suggested that perhaps Walker Management should be invited to come and
address the HRA on this issue at the next meeting.
Director Huriburt feels this report was very conservative in regard to the financial estimates of
City coats to manage the property.
Supervisor Goldsmith commented that initially he was skeptical and felt perhaps otheray could
manage PTS as well, but after the study he is convinced that Walker Management's services
cannot be exceeded.
MOTION by Commissioner Hehaken, seconded by Commissioner McFarland to automatically
renew the Management Agreement wiSau Walker Management, Inc. For one year after
December 31, 1996, by taking no axion at this time.
MOTION Unanimously carried.
PROPOSED PLYMOUTH ECONOMIC DEVEMPN OW FUND PROGRAM
GUMELDW
Director Hurlburt presented the Board with the revisions of the Proposed PEDFP Guidelines.
These revisions include the addition of written objectives and criteria. Section ITV.
PLYMOUTH ECONOMIC DEVELOPNHt1NT FUND POLICI S now includes additional
criteria regarding loan sire and interest rate. These changes were made to reflect the Board's
comments and desires as stated at the last meeting. The next step in the process is for. the
Board to recommend approval to the Counc.1.
Chairman Crain suggested that LM (referred to on page 2, M. PEDF PROGRAM
OBJEC77VES AND CRITERIA) be defined. He asked that page 2, paragraph 2, sentence 1
be changed to read, "It is anticipated that the FEW revolving loan fund will initially be
funded by...".Finally, he felt that page 7, item 6 should read, "...the City Council may reverse
a decision to approve or deny a loan...".
The next topic of discussion centered on IV. PLYMOUTH ECONOMIC DEVELOPNDIT
FUND POLICMS, A. BUSDIESS ELiGBMXrY:
d.% Director Hurlburt stated that the information under this subheading defines "who" the
businesses are that this program is targeting and "what they wish to accomplish".
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Plymouth Housing and Redevelopment Authority
June 20, 1996
Page 33
2 7
Commissioner McFarland questioned what would happen V one of the businesses to whom we
lend money fails. Director Huriburt replied that this is money that is somewhat at risk.
Commissioner Edson stated that he was confused by the eligibility requites and the two
bullets referring to statements regarding "credit worthy" versus "not -credit worthy".
Director Hurlburt said perhaps those two bullets should be deleted. Board members were in
agreement with this recommendation and those two statements will be removed.
Commissioner Hohni m referred to Page 6., V. IRAN APPLICATION AND
ADBMISTRATM PROCEDURES, A. HRA STAFF DUTIES and inquired if a lot of
staff time would be allocated on administration of this process. Director Hudburt responded
that due to the mature of the fund and the amount of money available, the "answer is no".
Supervisor Goldsmith stated that private institutions will continue to be the primary source of
funding with the City of Plymouth providing a supplemental source of funds.
Commissioner Helmken referred to Page 8, D. LOAN ADMOIISTRATION, 1: "Where does
the other 50% of the Interest portion of loan payments V?" Director Hurlburt answered that
the remainder would go into the Revolving Fund. She stated that there are some costs
involved in the grant approval process (perhaps $3,000 45,000).
Council Member Black asked if any particular segment of business is be targeted by the
Guidelines. Director Hi.rlburt responded that due to the source of the money we are targeting
low to moderate income people.
Director Hurlburt askod if the Board would like to see one more draft. Commissioners
Hoboken, Crain, and Edson would like to se; the next draft. According to Director Huriburt
there is no time limit as to when this has to go to the City Council. She will make the
requested changes right away and put the PBDFP Guidelines on the next agenda.
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Plymouth Housing and Re&WJopmea< Authority
Inas 20, 1996
Page 35
hWA CAPACITY BLMmING GRANT pROGRAM
Supervisor Goldsmith has bon notified that the MHPA has $130,000 in state &a ft available
for approx mgely 13 local capacity building paw Supervisor Goldsmith stated that IMA staff
have begunf preparing an applicgmm 10 examine the Relationship of affordable bouaiag in
Plymouth. NWA staff fol it would be a good use of the grant funds. The applications are
highly competitive.. Supervisor Goldsmith recommends that Board authorize staff to submit
an application to the WMA on behalf of the HRA.
MOTION by Commmoner Helmkeo to approve, seconded by Commissioner Bdson.
MOTION unanimously approved.
T.R.A.I.L.S. SECTION 8 SELF SUFFICMgCY PROGRAM MONTHLY REPORT
Supervisor Goldsmith stated that the T.R.A.I.1-11. program has met its participation goals for
the year (total of 30 participants). 1996-1997 pr*cd ns call for an estimated 60 6
participants.
OTHER BUS]NESS
Supervisor Goldsmith proposed fust the July mating of the HRA be rescheduled for Thursday, July 23, 1996 due to scheduling conflicts with the regular July 18th date. After some
c ftcussion the Board agreed to meet Thursday, August 1, 1996 (may be able to cooaolidste theJulyandAugustmeetingswiththisschedule).
There was also discussion regarding meeting location. Board Members would like to meet in a
room other than the Council Chambers unless there is a public bearing. Director Hurlburt will
sours another mating room.
There were no other items of business.
Chairman Crain adjourned the meeting at approximately 9:10 p.m.
HPJ64 IN/062096
35
3.
MI1YiO
CITY OF PLYMOUTH
3400 PLYMOUTH 'BODUWMW, PLYMOUTH, MN 55447
DATE: July 25,19% for HRA Meiling of August 1, 1996
TO: Anne W.HuuribuRF., motive Director
FROM: Milt Da13,'Hdi sing specialist through Bdwud GoldsmAqLRA Supervisor
SUBJECT: PUBLIC MHff=G TO DISCUSS CUMMUNITY DBVMAWMWr BLOCK
GRANT PROGRAMS FOR LOW AND V-0DERA7E INCOME
HOUSEHOLDS
A major purpore of the City's Citizen Partici Plan under the Community Development
Black Grant (CDBG) pogrom, is to provide those persona eligible to participate m am
funded programa with the opportunity to have input into the decision making poem for
program activities. The 1997 CDBG program funding year will begirt on July 1, 1997, rattier
than January 1st, as has been the practice since 1991. This change is a resuh of Plymouth's
pa tWpition in the Hennepin County Housing Consortium and HUD regulations requiring all
members of such consortiums to have the some annual start date for outdo HUD programs.
For budgeting purposes, staff is assuming that the 1997 CDBG allocation will be 5304,000 or
a 5% reduction from the final 1996 allocation of $320,000. This estimate is based on a recent
conversation with John Swanson, our CDBG program representative with the Department of
Housing and Urban Development (HUD). The Plymouth City Council, on November 14,
1995 as per City Council Resolution 95-669 approved a 1996 CDBG budget of 5304,000 with
funding currently allocated as follows:
1. Housing Rehabilitation Granamn Program
2. Affordable Housing Assistance & Development program
3. Hammer Residences
4. Greater Minneapolis Day Care Association (GMDCA)
S. Westonka Community Action Network (WeCAN)
6. Community Action for Suburban Hennepin (CASH)
7. Park and Recreation Department Low Income Scholarships
S. Training & Resources to Attain Individual Long-term Success
9. Administration
S 103,000
73,500
30,000
23,500
7,500
7,500
5,000
2,000
J2.Q4Q
J Total 53041000
Program income earned is returned to the activity generating the income. In 1996, a tats) of
16,313.50 of program income has been earned with $9,000 returned to do ARordable Housing r^
Assistance and Development program and $7,315.50 going to due Housing Rehabilitation
Grant/Lomn program.
The statutory authority to mate CDBG loans and grants to first time homebuyers has ban ma& a
permanent feature of the CDBU programs. This allows the City to continue its CDBG funded First
Time Homebuyer Loan/Grant Program indefinitely. The HRA has also obtained acoreas for first
time homebuyers In Plymouth to the Minnesota Housing Finance Agency's (MHPA) Community
Activity Set -Aside (CASA) Program do provides state funded mortgages at a reduced barest hate.
The CASA program has proven acre useful for Plymouth than last year's involvement in do
Minnesota City Participation Program (MCCP). Pmently over $400,000 in CASA fulls have
already been committed compared to only $152729 of MCCP funding utilized during a similar
period last year. Recently. lenders participating in the Plymouth program requested an additional
5600.000 of CASA funding from MHFA for the remainder of 1096. A decision on the request Is
expected later this monde.
The City and HRA are now In the process of establishing a Plymouth Beonomic Development Pund
PBDF) as part of a grant from the Department of Trade and Bcwwmk Development to support
economic development activities that will help generate additional opportunities for low and
nwderste Income persons In the City. CDBG funding of W" Is expected to provide additional
employment opportunities for Plymouth residents now unemployed or underemployed. These
actions respond favorably to HUD's emphasis on support for local economic development
activides.
As a HUD requirement of the CDBG program, the attached Consolidated Plan for community
development In, the City of Plymouth was prepared for 1996. This plan is a supplement to the
Hennepin County Housing Consortium's 1996 Consolidated Plan. Under both plans a major
emphasis Is placed upon providing housing assistance to low- and very low4noome familles and
individuals. The purpose of die August lot public meeting is to bear discussion of the need for
facilities and services for low- and very -low income persons in the City of Plymouth and dm
resources that can be utilized by the City and HRA to address these needs. The August lot meeting
begins the process of developing the MA's 1997 CDBG program. The proposed program will be
publicly reviewed at a public hearing in the fall, prior to adoption by the HRA and the City
Council.
I r+eeomme sd that the Board hold the required public urates to hear comments and
reeommendedous from the public at its August lot meeting.
AUschmeats:
1. 1996 HUD Consolidated Plan for the City of Plymouth
2. City of Plymouth CDBG Citizen Participation Plan
11996
HUD Community Dardopsneat Block Greet Applitedets
Consolidated Plots RequInmene s
City of Pb=outb, PAN
The Consolids ' Plan elements tial an mquhad for submission of the 1996 CDBO
Application for do City of Plymouth have been addressed as follows:
HOUSING AND COB04UNITY DEVEL4)P1f+lOBNT NIDD&
A. PUBUC HOUSING
As of November 1995, the City of Plymouth has no federal public bousing within its
Jurisdiction. The City did complete cousbuction of a 99 unit locally financed and subsidized
busing project for low income seniors in October 1994 with fru occupancy anticipated in
eaAy 1996. This busing develop, Plymouth Towne Square, is fully floanoed through
Government Housing Project Boods and local tax revenues. The property is in uxcelleat
physical condition. An HRA in levy, is available to provide up to $300,000 amorally in
rental subsidies for very low and lower income elderly.
B. IXAD-BAB® PAM NEEDS
Specific information regsMog the presence of lead-based paint can only be obtained by the
actual testing of painted suufam. Since this is not feasible at this time, we are relying upon a
lead-based paint assessment compiled by Hennepin County. Utilizing data provided by HUD
that cross tabulates age .of housing units with affordability, Hennepin County staff have
conducted an assessment of lead-based paint needs for do County that includes the following
data for the city of Plymouth. Data cross -tabulating age of busing with income of occupants
is not available. However, housing affordability data and national percentages on the
incidence of lead-based paint, provided by HUD, was utilized to arrive at an eAt e m 4/
2,526 40budabfe haaft umbi haft laoMboaed paint in die eby 4/ Fbaseuti. The
following table provides a breakdown of these units by age and tetsuro of busing its the city of
Plymouth:
Fwmulas: Before 1940 909+/-10%
1940-1959- 90% +/-10%
1%0.1979 62%+/-10%
These figures were derived by multiplying the number of "Affordable" busing units for low-
income households by due appropriate perrentsge.
C. BARRIERS TO AIWORDABLE HOUSING
Recently, the Community Development Department of the City examined issues related to the
affordability of housing in Plymouth. Unfortunately the most significant barrier to affordable
lousing is the private market's beavy deamand far highs; coat housing in the area. Bven wham
the City has sites zoned for higher densities, private developers have constructed lower density
housing. The City aid other jurisdictions have a number of fees, zoning and development
requiremera and regulations that add approximately 4% to the coat of construction of an
average new townhouse, exclusive of the cost of public improvements. These requirements
and costa are generally comparable to those in similar communities in the area. The limited
availability of land zoned for higher density residential development makes construction of
affordable bousing more difficult. The use of bugs lots for single family homes and other low
density developments reduces the availability of land for development. Regulations for
protection of the natural environment, some of which are mandated by other jurisdictions,
further reduces the land availability and an increase coats. Actions of other jurisdictions that
limit the amount of latW that can be provided with. urban services (Metro Council) thus
increasing costa, differential; in tax rates that increase the coat for rental bousing (State of
Minnesota), and reductions in the level of available public resources for affordable housing
federal government) increase the difncarlty in developing affordable housing. After market
demand, coat and the availability of appropriate sifts are the most significant barriers to
affordable houft While these impediments exist, it is not impossible to develop affordable
housing in Plymouth.
D. FAIR HOUSING
An analysis of impediments to fair housing choice is being completed for Hennepin County.
As a member of the Hennepin County Housing Consortium, Plymouth is included in this
analysis and will participate in the County's fair bouaing plat.
E. HUD TABLE 2, PRIORITY COIVIIVIUNITY DEVELOPMENT NEWS
See table attached.
HOUSING AND COMMUNITY DEVELOPMENT STRATEGIC PLAN:
A. HOUSING AND COlYMaiNITY DEVELOPMENT RESOURCES
Private and public resources to be made available to mast do designated community
development needs are illustrated in the Priority Community Development Needs table that is
attached. HUD funds will continue to be used in conjunction with other public and private
funds to provide the resources necessary to assist lower income households. where
appropriate HUD funds are being utilized to provide the necessary equity to leverage privatefunds.
B. HOUSING AND COMMUNITY DEVELOPMENT OBJECTIVES AND
PROJECTS
A description of community development axions, projects and programs to be initiated and/or
completed over the next five years including how they will be coordinated, is outlined below:
011%
1. Ommax(V Dwokpamf Adbur/PhgfsWhWgraatt
a. Rodd Housing IJonaft Program. This activity has bora in effect since the
summer of 1994 and will continue as an on-gokg program of the City. It requires as annual
inspection of residential temai properties in the City to determine Code compliance and health
or safety violations that neecl correction.. Progress will be determined by the results of follow-
up compliance inspections.
b. Ca®muully Devdopraeut Block Granit ftWmm (CDBG). A variety of activities
under this program have been carried on in the City since 1976. The 1996 planned program
activities aro as follows: Child i^.aro Assistance, Rehabilitation of Private Dwellings,
Affordable Housing Assistance & Development Program, the Plymouth Pada & Recreation
Scholarship Fund, Hammer Residax•es, Community Action Suburban Hennepin (CASH),
Westonka Community Action Neta ork (WeCam) and Training & Resources to Attain
Individual, Long-term Success MAILS). A description of these activities is spelled out in
the attached Listing of Proposed Projects.
c. ftmiy Se f-SuAlcienq Program. The Plymoutb HRA has collaborated with the
St. Louis Palk Houft Authority to develop a Family Ser-Bodtmy program emoompassing
both communities. In March of 1995, the Plymouth HRA approved the use of a portion of its
Section 8 reserves for funding of this program while in May the Action Plan was approved by
HUD. A contract was signed with Employment Action Cater to provide case management
and in July, Tracy Olson was hired by that agency to serve as coordinator. The program is
called TRAn S which is the acronym for Tram mg & Resources to Attain Individual, IAV
term Success. This program is expected to serve 50 climb in its first year and 60 each
succeeding year. The first graduates are exported in the third year of the program
d. Pymeuth Housing AllinucalfhAmIsM Outreach & Community Panners
Collaborative Wort. These two 501 (c)3 nou-profit organimtions have cooperated on their
initial effort, constr u tiom of one single family home for a very low income family of 12.
This family purchased their first home upon its completion in Fd=ry of 1995. Income
realized from the sale of the fust home will be used as 'send money" for future homes. The
Plymouth Housing Alliance has structured its organization, to some degree, after the
successful Habitat for Humanity model. They seek to assist those larger lower income families
wodciug or living in the City who find it nearly impossible to purchase a home in the
community. Both organizations aro also collaborating with Community Builders (sm below)
to develop a 27 acre vacant site gifted to Community Builders for a planned affordable busing
venture.
e. Community Builders. This non-profit organization also seelm to assist lower
income householders to achieve homeownership by renting existing busing to a family, while
providing them with comprehensive homeownership training and financial counseling. At the
end of the training period the family is able to purchase the home. Their goal is to acquire
two dwelling units a year in the City. This goal was realized in 1995 and with the recent
approval of HOME funding in mid 1995, this program will continue into 1996.
f The Community Rome Pham. Their intent is to construct a law duplex, with
five bedrooms per unit, in January of 1996. While delays have been enoomtered, the property
has been purchased and plans costed with only some financing details to be completed.
This housing will be for vary low income physically handicapped adults with spacial nods.
They are considering additional bousiog of this nature in the City at other locations.
g. Rammer Residence. A five bedroom single family hone was purchased to h`xrome
a group boas for very low income developmentally disabled adults with special n ads in
December, 1994. remodeled in early 1995 and opened for occupancy in April of the year.
This organization has several group boom in the City and is long for City assistance to
modify one house in 1996 to provide access to the basement of the house for therapy purposes.
h. Park and Rematlon &nines. Presently, the City's bark tit Recreation
Department provides financial assistance to low-income youth participants. Demand for this
assistance is anticipated to continue at a rate of approximately eighty persons per year.
1. Employment Training. Hennepin Technical College has sbelved its for now
to develop a job retraining renter in Plymouth. A nw organization to Plymmeb, ' estonka
Community Action Network (Ween), a community-based social service organization that
provides employment tminILS and job placement services, has offered to expand its boundaries
to include Plymouth in its geographic service area. City finding in 1996 will be combined
with other sources of furling to assist them in their mission.
J. Flair Housing Activities. The City's Human Rights Commission was organized
during 1994. Members have been trained to actively participate in fair housing activities in
1995 and function on an ongoing basis to promote human rights activities and assist residents
and the City in resolving fair housing issues.
L Tanant/I.andloed Counseling and Mortgage Foreclosure Prevention Counseling.
The City has been allocating CDW assistance to Community Action for Suburban Hennepin
CASH) for these activities. It is anticipated that this will continue as an annual activity, based
upon calls for assistance from low/moderate inome tenants and homeowners.
I. Child Can SwAn. The City has been allocating CD3G funds for child care
assistance to the Greater Minneapolis Day Care Association annually for the last ten years.
This demand for 8351300/00 from low income families that are City n mde is indicate a
continuing demand for these services. The City will work with this organo atwo to project
specific meds and financial assistance.
m. Park Aoeessibillty Improvements. The Plymouth Park and Recreation Department
has used CDBG funds for accessibility improvements under the Americans with Disabilities
Act (ADA) at City Parke and playgrounds. An additional $50,000 is anticipated for the next
five years for improvements to one park each year.
4
2. Coon kodew to Laereaas Baku to lor4we re ReaiiaW
City/HRA staff has had a hand in coordination of all the programs indicated above and will
continue such coordination in the future as part of its efforts to provide assistance to low-
income residents. The possible developm em of a committee that moots two or three times a
year such as am occurs with The Developers' Council o: Plymouth or the Plymouth
Apartment Managers Association, has been considered for non -profits and other organizations
serving the needs of low-income residents. The City/HRA supports such a committee as a
mesms of creating a more consistent opportunity to coordinate various affordable housing
related activities.
3. ReamasJbr the CWO gjPdodq Nerds
a. Pnevioue/arrad demand. The priority needs indicated in the attached HUD
Priority 'Community Development Needs Table, have been determined based upon information
from the 1990 Census, CHAS Data Book and actual demand for programs currently operated
by the City. Existing CDBG and Section 8 programs operated by the City have seen strong
demand in 1995.
b. (Positive Impact on the community. The CDBG activities have proven themselves
to be widely accepted and Popular programs. The rehabilitation of private dwellings makes its
pbysicai presence known and often serves as a catalyst for oars neighborhood improvement
efforts. The First Time Homebuyer program and the Affordable Housing Assistance nit
Development Program provides the opportunity for qualified low/very low imoome renters to
select the neighborhood of their choice in buying their first home. This allows for a dbpaaal
of low/moderate income homeowners through out the City. (See attached map of First Time
Homebuyer Program Activity, 1991-1995) Child can assistance and the Park & Recreation
Department's assistance to the handicapped and low-income park users, maim a less visible
impact but are nevertheless very positive influences in the community. Additional assistance
for affordable rental housing is needed to provide for low-income residents of the community
and to increase opport u hies for low-income families from outside of the City.
C. PRIORITY NONHOUSI NG CONDRARTY DEVEIAPNIE NT NEEDS
The City has, for a number of years, utilized CDBO funds to provide public service funding
for Child Care Assistance to low income families living in Plymouth. Additionally, the City
has also provided funding to low income families to utilize the Plymouth Park & Reemathon
programs and for construction of accessible facilities and onc4o-one assistaooe to disabled
individuals wanting to use facilities normally inaccessible for their use. CDBG funding has
been used to make Americans with Disabilities Act (ADA) improvements in L PleYB
in 1994 and 1995. u is anted that the demand and need for CDBG funds for these
activities will continue in future yeses.
The City has hica fed a number of additional non-bousimg needs that may utilize CDBG
funding to support development of sites for affordable housing and city facilities in the next
J these to five years. These needs include the following infrastructure improvements identified
in the attached Priority Community Development Needs Table:
a. PbodMralmge Improvements. Cuaent plans can for the acquisition of propertyforthedevelopmentofseveralaffordablesinglefamilyhomestolow-moomm first time
bomebuyers or for the development of rental houdog. This win require the construction of
several infrastructure impeovements. Initial Cost eathaMs are $50,000 for these
improvements.
b. Water Imprevements. As indicated above, acquisition of property will involve
specific MfrastnaMM improvements. Providing City water to the building aites will cost
approxhnately $100,000 based on Eaghwering Department ftSmates.
C- Street Improvemeata. This site development cost is estimated at $200,000.
d. Sidewalk Improvements. Estimated costa for sidewalks to serve the site are
estimated at $40,000.
e. Sewer Improvements. Estimates for this improvement are $200,000 over the next
five years.
D. Ali 77-POVBBTy STRATEGY
AcCont to daft compiled from the 1990 COMM, 327 families (2.4%), 620 nom-ekkMyunrelatedindividuals (9.996) and 107 elderly unrelated individuals (25.5%) were living below
the poverty line in Plymouth in 1989. The City of plymcuth-s primary anti -poverty Mategins
to achieve the goal of assisting famines to move above the poverty line are the development of
a Family Self-Sut'fiefeccy program and work with Hennepin County m the development and
implementation of its anti -poverty 8101109W. Staging in 1994, the City's Housing and
Redevelopment staff began discussions with the City of St. Lmh Park to develop a joint
Family Seff-Sufficiency program to be operated in conjunction with the Public Housing and
Section 8 Oddhig Housing programs. In July, 1994, an application was submitted to the U.S.
Department of Housing and Urban Development (HUD) for funding to develop a "FamilyInvestmentCenter". While not approved in 1995, a second application will be submitted in
1996. In the meantime, Plymouth and St. Louis Park have engaged Bmployment Action
Center, foe nonprofit contractor designated for the program, to provide direct case
m80agement, advocacy and rapport for participants as well as coordination of all services to
assist the participants fn meeting their program goals and objectives. Funding has Come from
other sources to develop and operate this program until federal funding can be secured. In
addition, City staff win work with Hennepin County stats as they develop a County -wide
effigy to be gated into the Consolidated Plan for the Hemgrin Housing Consortium,
which includes the City of Plymouth. As indicated above the Family Seff-Suf wicyProgramwillbecoordinatedwiththeCity';; affutdable busing programs. City staff will also
work with Hermepim County and other local agencies and providers to coordinate appropriate
programa.
Ahbugh the City will be supporting efforts to assist families to move above the poverty line, its actions w increase the availability of affordable housing in the city could result in an
increase in the number of households below the poverty line. Efforts to increase the
6
increase in the number of households below do poverty line. Bf forts to increase the
availability of housing for lower income households will be coordinated, whenever possible,
with efforts and programs to reduce poverty.
E. PUBLIC HOUSING
The City currently has no federal public housing units. There is a City subsidized senior
bousing project, Plymouth Towne Square, of 99 nab. A residents' council has been
organized and resident volunteers wenn recruited to participate in the management of the
Pop" Y.
F. LEAD -BAS® PAINT
As a recipient of federal funds that are used for housing, the City will take necessary actions to
comply with the requirements for lead-based paint risk assessment, notification, inspection,
reduction and abatement as gmfied under Tide X - Residential Lad -Based Paint Hazard
Reduction Act of 1M and implementing regulations. The Hennepin County Health
Department plays a mit in Lad -Based Paint issues in Plymouth, responding Pricey to
concerns from physicians and schools. The City will work with Hennepin County, as a
member of the Hennepin Housing Consortium, to develop specific actions in rrapon , to then.
concerns. In addition to the requirements under Title X, Plymouth in conjunction with the
Consortium will encourage and participate in programs with other appropriate agencies to:
Expand upon current programs to educate residents, schools and pbywcon on beft
dangers of lead and encourage screening of children for elevated blood levels.
Design programs for lad -based paint hazard abatement.
G. INST IXFI ONAL STRUCTURE
In response to gaps in the Institutional structure for developing and carry' - :. t its housing
and community development strategies, the City and HRA crated and 0 • . position of
HRA Supervisor. This position bolds a Ivey place in the institutional st:u----j• t mable for
the City and MRA's effort- in due development and preservation of affords: ..,:sing and
operation of the City's CDBO program. The HRA Supervisor also participates with n,`uer staff
in the City's Community Development Department regarding broader issues of co:•:tnm!ity
development and Planning. Other gaps and improvements to the organizedoeW 3t ;.utum have
been identified and addressed as part of the ERA's 1995 strategic Pig Pim•
H. REDUCTION OF BARRIERS
As peat of its examination of issues related to the affordability of housing, the Plymouth
Community Development Department has been discuidug possible actions to be taken to
reduce barriers to affordable housing. The Plymouth City Council has met with staff to also
discuss this issue. Concurrent discussions are also being hold with the Metropolitan Council.
Tho City has also been participating in discussions among the 13 member cities of the
Municipal Legislative Commission to develop positive responses to this issue.
7
During 1995, City anti followed-up on these discussions with specific plane and proposals to
reduce barriers to affordable housing. Some of these discussions involved the Plymouth HRA
as they met several times in strategic planning sessions to sat a direcdon for the HRA for the
next five years. Much of the emphasis in those dbamions was for the City to tape a more
affirmative and proactive position in regards to promoting and encouraging affordable housing.
lbs recent passage of the Livabh; Communities Act by the State Legislature will provide
funding for communities willing to participate and Comply with established guidelines and
goals. It is aodcipated the City will be one of the more active participants in this effort in
1996.
L COORDBIA27ON
The coordination of all of the resources, including funding sources, departments,. agencies,
people, organizations, facilities and programa to be utilized in the implementation of this pian
shall be the responsibility of the Plymouth HRA. Such coordination shall be nocomplished by
the City staff assigned to the HRA. The staff is experienced in cooperatively working with
and coordinating the activities, groups and individuals indicated. P -:nary responsibility for
this coordination is assigned to the HRA Supervisor.
y1 vhil 1.1011 ,I/_LA v", I J1 : J a 4; : V
CHUM PAR77CIpA27ON PLAN
The purpose of this Plan is to astsblish a process in the City which ensures adequate ..r-*, cants for
residents sad interested representatives of local groups and organizations to be involved in making
recommendations as to use of Community Development Block Grant fiends.
The City will do the following:
Provide for and encourep citizen participation by persona of low sad moderate income who
are residents of slum and blighted areas. end of areas in which funds aro proposed to be used,
ad provides for participation of residents In low and moderate income neighborhoods as
defined by the City. Currently the City has no area of concentration of low and moderate
Income residents, however the City will. in public nodous in the City's official newspaper sad
in the Qty newsletter. encourage participation by low and moderate income persons in the
plenoigg process. (pee 04 below.)
2. Provide citizens with reasonable end timely axesa to local meeting, information, and records
Mating to the City's proposed use of funds, as required by dee regulations of do Secretary,
and rdatigg to tie actual use of floods under the Community Development Block orant Act.
City staff WE provide ich mation to those citizens requesting It normally within 24 hours that
the iotormadoa Is requested. if such information is not covered by data privacy requirements.
Copies of such Information sre available for 25 cents per copy. City staff` will provide copies
of those BUD requirements, guidelines end constraints for tiro CDBG Program. City staff will
dao previde Copies of odes of similar proposals, if available.
Provide for technical assistance to groups rgmmentstfve of persons of low and moderate
income that request am* assistance in developing proposals with the lend and type of
assistance to be determined by the City.. (res 010 below.)
4. Provide for public hearings to obtain citizen views and to respond to proposals ad questions.
iodndiog at least the development of needs, the review of proposed activities. and review of
prograns performance, which hearings shall be held ager adequate notice, at times end
locetioas ooavmbtit to potential or actual bea ftieries, ad with accommodation for the
handicapped es Wows:
City will hold a minimum of two public meetings each year to obtain citizens' views. One
meetigg will be held In de summer momhs.prior to the fall public hearing meeting to in
citizens' views prior to say decision by staff as to their recommendation on use of CDBG
money. A second meeting will be bald in the fdl of each year whore the proposed statement of
community development objectives and proposed uses of funds will be . • ;cussed and a
eoommendatioa will be developed to be forwarded to the City Council for IL action. NoticesJwiltbepublishedatleastten (10) days in advance In the City's official newspaper. Agencies
requesting to be informed In advance of such nmetings will also be notitie.- ten (10) days in
advance.
Provide for a thusly written answer to written compisima and grievances, within 15 working
days where practical.
6. The City is interested In meeting the needs of non-English speaking residents ad *ose who
have an impairment limiting their participation at public hearings provided Staff Is Informed 48
hours or more in advance that Such a resident will be in attendance at a public hearing. The
Qty will provide an Iotaepreaer at the City's expense or male other provisions, as needed.
Minutes of all public hearings will be provided including names of all standees provided such
attend= wish to identify themselves.
7. The City. in its public hacigg notices. Shill fmform citizens of die andc1pated dollar amount.
program Income expected Of so, prograinn ome received for ale ping year H it hes not
been reallocated Of any), and my other Income; In addition to the range of activities to be
undertaken including *9 amount to be used for activities benefiting low ad moderate income
persons with both moa-CDBG and CDBG funds and minimize activities that would result in
displacement of persona. The City will provide to each citizen atanda of these public
meetings a written statement outlining the types and levels of assistance the City will male
available (or require others to male available) to pawns displaced by CDBG funded activities
should displacement of persons be considered.
B. The Qty shall publish Its proposed statement of community development objectives and
projected uses of funds annually In its Qty's official anwSp W prior to the public bearing at
which the Final Statement Is discussed and recommended to the Plymouth City Council.
Should the City find It appropriate. the City may modify the Final Statement bated on citizen
input. The entire Final Statement will be published in the City's monthly newdoer.
Should a substantial change result, i.e. any change In program activity resulting in $23.0110 or
more increase or decrease in that activity. the Qty .will Inform the public In Its official
newspaper that such changes aro contemplated and citizens will be lofarmed of the public
hearing where these chasm will be considered. Further, the Qty shall inform the
Minneapolis HUD office of the changes and a description of any changes adopted.
9. Should any amendments be considered to the Citizen Participation Flans, citizens will be
Wormed in the Qty's of khd newepepw. They will be encouraged to participate by attending
the meeting at which provisions or changes are to be considered.
10. Requestseonceroleg program khrmation, technical mistance, meeting times and dates,
special assistance for persons who do not speak English or may have other impairments, and
complaints or grievances should be directed to the following City office:
Housing and Redevelopment Authority
Depatunent of Planning and Community Devdopmnt
3400 Plymouth Boulevard
Plymouth, MN 55447
Telephone: 550030
Attachments:
1. Program Plan Development Process
2. Program Plan Development Assumptions
edbgprog)
Revised Jame 15,1994
w
MEMO
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD. PLYMOUTH. INN Ss447
DATE: July 26, 1996 for Housing and Redevelopment Authority Meeting of
70: Anne W. Hurlburt, Executive Director
FROM: Edward J. Goldsmith, HRA Supervisor
SUBJECT: Status of Construction Issues at Plymouth Towne Scp are
Per the Boards request at the but mating, Wallm Development has provided the attached status
report of the indicated issues. As indicated, representatives of the architect and the contractor met
at Plymouth Towne Square on July 25th to review the issues and inspect the premises. Before
August 71th all of the parties will mat at City Hall to discuss the steps to be Wm to resolve the
issues and complete the project. I will low you and the Board informed as this situation evolves.
I recommend that the Board receive and lite this iotormatkm.
1. Letter from Greg Oppegard to Anne HudkW, July 24, 1996
2. Letter from Anne Hurlburt to Greg Oppegard, July 8, 1996
i
WdBffi
14
July 24, 1996
Mrs. Anne B. 1
Executive Dire
7YW Nan Plymouth Sous,
3400 Plymouth
G01111md" Plymouth, Mini
of-""1O'S°^''a RE: Plymouth
Dear Anne:
and_ Redevelopment Authority
55447-1492
Square Project
Per your tette dated July 9, 1996. Balker, BRW SlnessOWPramandonssharethesameconcernofresolvingthelistedouttendingissuesinamannerthat, Doth
satisfies the ssicner's of the Plymouth dousing andRedevelopmentAthositiesexpectations, and the long terminterestofPl
I
th Towne Square.
With this in3whatJim Salzi, of SRM Slness has convincedPramanditisintheirbestinteresttomeet
and resolve listed issues one way or another. A
meeting at thoIact is scheduled for today (7/25/96) at 9:30 am.purpose of the meeting will be to
specificallyew and inspect the listed items. Peendingthisreviewinspectionthefollowingeventswill
evolve.
I. STAT8 OF THE PROJECT NMI= CaAwnr p,Qleyr.
FMBIVWA =Sauh A meeting to be scheduled for the 5th or 6th of AuSlust atMbm@Vd,MN55M Plymouth City H1111 (specific time and agenda to follow,
dab•7u4M will be forva to Ed goldsmith). The purpose of the
6/2-dV- 31 meeting will be three fold: (1)- approve work schedules
N11612. atsa for cas pletion dofopenissue(2) -review the City ofPithprojecclose-out schedule and related mattersi
WIAf Co WQr4.,: (3) -discuss any information that may develop between now7lOSipn9wsireikmaandthedayofhemeeting (i . e. NSP findings, etc.).
arieo'Cats It is anticipat ad that the following will attend thisvr6•bw•nt4
meeting. 1616.6A1•as7e
M INFORMAL ,AW}M ASNI, I,
N •KU MAMAOPMIMT•:MC• AMO
IIALMMM ftVBWPMCMT, INC,
sor, P1 th SRA
t Administrator, BRM Slness
Superintendent, Frans and Son's
Manager, Balker Development
Ed goldsmith,
Jim Salzi,
i 1714 5=dI L&G" Rood Architects Inc.
SUR0275 Reith Dalhen,
O&W F&L IL MIR Inc.
M-44•4242 Greg Oppegard,
u.. m•wo law Inc.
M INFORMAL ,AW}M ASNI, I,
N •KU MAMAOPMIMT•:MC• AMO
IIALMMM ftVBWPMCMT, INC,
sor, P1 th SRA
t Administrator, BRM Slness
Superintendent, Frans and Son's
Manager, Balker Development
2. SIDING Alb
Frans and Sons
manufactures r
inspect the i
c Ietion of i
Mill be render
Vx Neel
Gellsrotio/1 3. S=M=CK
OfSadOr Suvleea Pram and Sons
as soon as an
FASCIA
ill contact the local siding and fascia
presentative. The. rep. Will be asked to
tallation practice used at PTS. upon
id inspection an opinion of the thotall
CRACK REPAIR
start repair of sheetrock and ;racks
IS schedule is developed.
4. WATER INFI 7 Tzox
This issue Mil rewire a multi-level investigation,
starting with eliminating the possibility of ;Mater
sunning in th conduit within x8r a transrcivars.
Sara has conte ted XSP and is on their list for an
Inspection. Thi situation will be further discussed in
our owners meet ng.
it you have amyl quer
call me at 827-_5355.
Sin rely
Cor amr 05iaa: G
IMBryMMfmieft Nallces Develops
MM@mpdiL MN SSW
EMUS-im
6/I -or -soil
161t er nue CCI Janet Lind
Sharon Mck
Ed Coldsmi
7b06ims&gWM7krnes
ChIM CA"M
616•aN•71J/
lir 616•IWOM71
MW OPM.
19714 GrAh Ugmip Road
6111M 17!
Mod VOL A40r 2
70f•fId•I2I=
160 W -SAV -14W
N IN/OOMAL MAfMOyY 0/
w L000 MANAOOMONf. INC. AND
MALYNM 06-ALOrMNN/. INC.
regarding this matter please
sent Manager
Walker Development
Walker Management
Plymouth URA
J
rpCF
Jwy S.1996 PIYMOUTR
Mr. Greg Oppegard
DcvWopn= Manager
Wallm Development, Inc.
3737 Bryant Avenue South
Minneapolis, Mn 55409
Dear Greg:
At their last Board meeting the Commissioners of the Plymouth Housing and Redevelopment
Authority discussed the status of the constnum of its Plymouth Towne Square development.
Considerable concern was indicated regarding the following unresolved issues at the property:
The detachment of the metal siding from the fascia of the building, correction of this
Condition, replacement of missing siding, and the Continued warranty of this installation.
Water infiltration into the garage/basement and correction of this condition.
Inspection and correction of cracks in the sheetrock that was to have occurred at the end of
the first year of occupancy.
Frost build-up on the underside of the roof in the winter that causes water damage to the
ceilings.
The Board Members asked that they be provided with a bull report for their August 1st meeting,
as to the timely resolution of these issues. Such a resolution mra take into consideration the fact
that the financing documents for the project require that the constructiontion fining be closed out
by October 1. 1996. As the HRA's designated representative. we expect that you are working
with the project contractor From and Sons, Inc. and BRW/Elness Architects to resolve these
issues.
In order to provide your report to the Board for its August 1st mating, Ed Goldsmith, HRA
Supervisor will need to have it by Wednesday. July 241h. If you have any questions regarding
this matter please call Ed at 509-3412. Thank you.
Sincerely,
Ana W. Hurlburt, Executive Director
Plymouth Housing and Redevelopment Authority
cc: Ed Goldsmith
Janet Llndbo
Sharon McKinley
Sarah Miller
PLYMOUTH A *auafu(Tfaee 1To Lire
3400 PLYMOUTH BOULEVARD • PLYMOUTH. MINNESOTA 55447.1462 • TELEPHONE (612) 509.5000
e•
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOU 116 MN SS447
DATE: July 26, 1996 for Housing and Redevelopment Authority Meeting of August 1, 1996
TO: Ams W. burl, Executive Director (Ail
FROM: Sarah Miller, PTS Manager through Edward Goldsmithy HRA Supervisor
SUBJECT: REQUEST TO AMEND AND ADOPT CERTAIN PROVISIONS OF Till
ADMISSION AND OCCUPANCY HANDBOOK FOR PLYMOUTH TOWNE
SQUARE
I am requesting approval from the Board to amend and adopt certain provisions of the Admission
and Occupancy Handbook of Plymouth Towne Square. The purpose of the Handbook is to provide
policies and guidelines for Plymouth Towne Square staff to follow during the admissions and
occupancy process.
As discussed at the Housing and Redevelopment Amhority Meeting of June 20. 1996, recent changes
in several resident's financial situations and resident requests for unit transfers, has launched a
number of resident and staff questions regarding the admission and occupancy policies and
procedures of Plymouth Towne Square. Adoption of the proposed amendments will clarify three
aress in question within do handbook.
Rent Determination: Amend the current policy by revising the first seatence in paragraph one of
the section to state: If a unit is not available at Very Low Income subsidy level and/or rent would
exceed 40 percent of income, an applicant may agree to receive subsidy at the Low Income keel
and/or pay the higher rent, so long ad it can be demonstrated that the applicant has the ability to pay
rent In excess of 40 percent of income.
Occupancy Standards: Amend the current policy by defining occupancy limits in onte4ndroom
units to 1-2 persons and in two-bedroom units to 24 persons.
New Reddent Rent and Andsta see Payment: Amend the current policy to establish a Resident
Very Low Subsidy Waiting List by adding the following paragraph to the section: In the event the
change causes Resident's rent to exceed 40% of their income and Resideta is receiving a subsidy at a
Low Income Level but qualifies for a Very Low Subsidy, they will be placed on a Resident Very
Low Subsidy waiting List by the effective date of change and size of unit
Reddest Unit TMOder FAcy: Adopt a new section establishing a policy for Rsabdent UnitTraosfera. The policy will delle procedures regani ft the refusel of an oftW apartment, do
SM charge for tsaasfem. preference given to timaciel. medical or occopay transfer meow.
handling of oxmity/pet depoda, l onwi the transfer has on other agmemema between Resident
and Maoagemcat, physical assisraooe and timing of a more. and vacancy las.
I fel dot the attached draft Resolution MOM the mods of the resident community, the objectives of
me Housing and Redevelopment Authority of the City of Plymouth, Minneaota and the mission of
Plymouth Towne Square.
I recommend that the HRA Board of Commfsdners adopt the attached Re olntlon rano ogtheRealDetermloadooaSedhu% Occ upauxy Stondairds Section, and New Reddenot Rat sad
Aedetaruce Payment Sectioa and adopting a Unit Trimder Pdky wkhln the Admi Baas sad
Oocapaacy Haadbwk for Plymouth Towne Square.
HRA RESOLUTION 9607
TO AMEND AND ADOPT CERTAIN PROVISIONS OF THE ADMISSION AND OCCUPANCY
HANDBOOK FOR PLYMOUTH TOWNE SQUARE:
WHEREAS. the current Admission and Occupancy Handbook requires clarification on Rent
Determinations and Occupancy Standards; and,
WHEREAS, the current Admission and Ocmpsncy Handbook does act address Resident Rent policies
when a change in f ctors relating to rm certifications results in residents paying ire than 40% of
their incomes for rent; end.
WHEREAS, the current Admission and Occupancy Handbook does not address Unit Transfers; and,
WHEREAS, Walker Mansgement and staff' for Plymouth Towne Square have proposed the following
policies in order to meet the needs of the resident community, the objectives of the Plymouth Housing
and Redevelopment Authority and the mission of Plymouth Towne Square,
NOW. THEREFORE, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT
AUTHORITY OF THE CITY OF PLYMOUTH. M[NNESOTA, that the Authority amends, effective
immediately, the current "RENT DETERMINATIONS" policy. page 8 of the Admission and
Occupancy Handbook for Plymouth Towne Square, by revising the first sentence in paragraph one to
state:
U a unit is not available at Very Low Income subsidy level and/or rent would earned 40
percent of income, an applicant may agree to receive subsidy at the law Income level and/or
pay the higher rent. so long as it can be mated that the applicant has the ability to pay
no in excess of 40 percent of income."
BE IT FURTHER RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY OF
THE CITY OF PLYMOUTH. MINNESOTA, that the Authority amends, effective immediately, the
current "OCCUPANCY STANDARDS" policy, page 10 of the Admission and Occupancy Handbook
for Plymouth Towne Square, by adding the following defmitions after the first sentence of the section:
General Occupancy Standards:
One -bedroom Units 1-2 persons
Two-bedroom Units 2-4 persons"
BE IT FURTHER RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY OF
THE CITY OF PLYMOUTH. MINNESOTA. that the Authority amends, effactive immediately. the
current "NEW RESIDENT RENT AND ASSISTANCE PAYMENT" policy. page 16 of the
Admission and Occupancy Handbook for Plymouth Towne Square. by adding the following paragraph:
In the event the change causes Resident's rem to exceed 40% of their income and Resident is
receiving a subsidy at a Low Income Level but qualifies for a Very Low Subsidy. they will be
ifted on a Resident Very Low subsidy waiting List by the effective date of change and sin
Of unit."
BE IT FURTHER RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY OF
THE CITY OF PLYMOUTH. MINNESOTA, that the Authority amends. effective immediately. me
Admission and Occupancy Handbook for Plymouth Towne Square by adding the following new
section:
RL38> ENr UNIT TRANSFERS
Resident Unit Transfer Lists will be established. based on unit sin. to process resident's requests for
moves to other apartments. In the event of a unit vacancy, the Resident Unit Transfer Lista will be
reviewed prior to offering the unit to outside Waiting List Applicants. The following policies will
apply to Unit Transfers.
1. In the event a resident desires to change his/her unit, the resident must notify the manager in
writing. The residents name will be placed on the appropriate Resident Unit Transfer LiU by
preference and date and time the request is received.
2. When a resident has refused the offer of an unit, it will be documented. When three units have
been refused, the resident. will be moved to the bottom of the transfer list.
3. There will be a $200 charge for any unit transfer. The fee will be waived, by management. for
a non -mobility impaired resident who, at the request of management. awes out of a designated
handicapped -accessible unit to allow a arability -impaired resident to move into the unit. In the
event of a documented financial hardship. the Poe may be paid in installments for a period not to
exceed 12 motes.
4. The following preferences will be given to unit transfer requests in the following order:
a. Financial or Medical:
Residents paying more than 40% of their income for rent and requesting a transfer
to a .unit with a lower rent to reduce no expenses or;
Residents who develop a mobility impairment requiring the special features of a
handicapped -accessible unit or;
Residents who develop a medical condition/disability where reasonable
accommodations cannot be made to the current apartment to meet the doamKnted
needs of the medical condition/disability or;
Residents requiring a larger unit to accommodate a medically -necessary live-in aide
that cannot be reasonably accommodated in a resident's current omit.
2
b. Occupancy:
A single resident is occupying a two-bedroom unit and requests a transfer to a one -
bedroom unit or;
Two smgk individuals in one -bedroom units request transfers to move together into
a two-bedroom unit.
c. All other transfer requests.
S. Unit Transfers will be treated as a move -out whereas the current lease will be terminated upon
move -out and a new lase will be signed upon grove -in. U there is damage to the move -out
unit beyond ordinary wear and tear from carefid use, management may keep all or part of the
security deposit and pet deposit (if applicable) to pay for repairs. Upon move -out, the
remaining security and lot deposit balances including imerest, will be transferred to the nag
unit and applied to the new security deposit of ono -month's rem, not to exceed $300 and the
3100 pet deposit. Any remaining security and pet deposit balances will be collected from the
resident.
6. Parking and Plug-in Agreements between Management and Resident are not affected by unit
transfers.
7. Management loth provide assistance with the physical move of unit transfers.
8. The transfer of units must be completed within the time allotted by management (minimum three
days) to minimise vacancy loss. If the move is not completed within the allotted time and
additional vacancy loss is expected, the resident will be required to pay the amount equal to any
vacancy loss on the unit."
Adopted by the Plymouth Housing and Redevelopment Authority on August 1. 1996
Nwumrter
r C,
WALKER MANAGEMENT, INC.
MONTHLY HOCISING REPORT
Itis report is to be completed by the Housing Manager and submitted to Geoff Kaufmann, ChidOEMofW&W Senior Services at 3737 Bryant Avenue South, Mmmapolis, Minnesota 55409, by the loth ofthemonthfollowingthereportmouth.
CO164UN117YNAME: PLYMOUTH TOWNE SQUARE
NUMBER OF UNITS: 991odependeat Living. Units
0 Assisted Living Units
REPORT MONTH: JUNE 1996
Name OfPam completing this report: Sarah K. Miller, Housing Meruiger*—
OCXXft Y
A. Total Number of apartments leased (including caretaker vats) at beginning of momb: 9a
Total Number of apartinpas leased (including caretaker units) at end of month: 90
B. Occupancy Peroeat at end of mouth: 9g% .
C. Attach Monthly Marketing Report for detailed Mormation.
D. Vacant apaetmeat(s) for JUNE :1(315)
Vacant apartmeut(i) for JULY: 2 (315, 310)
E. Mave-in's Anticipated for JULY: 0 (315 - Augnst 1, 310 - Anguat 22)
F. Other:
II. FOOD SERVICE: Not Applicable
III.MV=SERVKXS
A. Attach copy of report month's newsletter and activities calendar.
B. Attach copy of report month's minutes from Resident Council Mating. C. Resident Issues:
Resident Council members were elected and introduced to the conmanty. A Pool Table Committee was established to raise fiords for a pool table.
The resident response to the Lifetime Fitness Presentation at the Resident Meeting was notfavorable. The impression received was t'mt coat and Program consideration for the senior
Population was minimal and secondary. The presenter spoke at length of the legal aspects of the
project and the relationship between the city and the fitness cater. The presenter did no sell the
fitness center to the residents and at this time a majority of residents are not interested in
purchasing memberships. Residents had an opportrmity to return written comments regarding thePrion, however none have been received. In addition, management will speak to LifetimeFitnesstoamiftheyareinterestedinreturningandtalkingtotheresidents :gain.
A number of residents have requested a decrease in the coat of washing and drying clothes, Currently the cost is .75 to wash and .75 to dry. Upon review of the prices in local marW no
and senior apartments and laundry mala, the current cost is competitive or lower. The chargeswillnotchangeatthistime.
Management win be removing, from the activities room, exercise bikes that are not used due to
style and 4p These bikes were donated to the building by residents. The community will belookingintoreplacingthemwithonenewerstyleexercisebike.
IV.
The exteriorlights were repaired sail on ane Smcdonigg properly. y - The bums ibr &a 1i
ongioal fixtures cost $70 a place and needed replacing every 6 monde. The bums were replaced
within the fust year of operstioni at no cost as the rive informedus that the bums
would bux 10.000 hours and d=M not Sava burnt out so *ift. They began bunft an again
this winter Upon investiption6 we were informed that the bums only a ser month I& span. u
was decided to rstro h - p d e fa0urea in order to beoome oat aad energy dBcienl. Tha bdWb
were renavW ad dist bums was installed wbwh will he hinge, use Was gmsw and we
less (Sl7 a piece). The total cost for the retro8tdng was SM.
V. Iowa BFAQEM
A Staff cbanges during the report month: none
B. Steff Trabft Programa:
M& offtom
CFMH Training. Session I June 6
C. Staff Meetings (attach mbwn).
VI. BUDGIET CONTROL
List say Account Receivebles over an month pan due ad action taken: Nave
VII- GOALS ACHM . T M R1rcORT MO= (3une1
A Discuss mob of Leisure Survey vAth Resident Council.
B. Mail out Lem to Waiting Lin nodfj iog of near poddM
C. Purchase gas grill and picnic table.
D. Distribute Resident Simon cit Beauty Shop Swveys.
E. Reserved vacant almune ts.
F. Receive approval from HRA to grant an apartment tranAr.
B. Be& 1997 Budget preparation.
C. Tally Beauty Shop Survey.
D. Plan National Night Out event.
E. Extract Dialog Room, Party Room, Activity Room,
F. Clean Storage Room Floors.
G. Present policies for Apartment Trsafas to HRA for approval.
H. Update Quarterly Gods,
I. Prepare Recerdfication Letters for November Reverts.
MONTHLY OCCUPANCY REPORT
PLYMOUTH TOWNE SQUARE
LUNE 1996
1996 h JAN I FEB I MARI APR I MAYI JUN I JUL I AUG I SEP I OCT I NOV I DECO TOTAL
n . I
rm. . u. ry a i r 7 n• F i n.'s ?..
Received 43
NA
NA
EVIL
NA
NA
Y.i .G X.%'•FG: K"i"Nf!/'"4..
F:'. l( y:Lv ..i%
VrZwmlpl
excludes caretaker apartments/garage spaces
NA
NA
TOWNE CRIER
Vol. III. issue No. 6 JUNE 1996
ACROSS
1 (conn
beverage
5 Classified
Items
8 Syllable
before
stool
12 Space
between
buildings
14 King of
Israel
15 Block-
heads
16 Mournful
hound
17"—Be
Seeing
You"
18 Washing-
ton city
20 Trick
game
23 San —,
Italy
24 Salute
25 Aug. Ili,
for
Stephen
28 Find Lie
swn
29 French
sculptur
30 Con-
ductmi
32 Devilish
34 Eskers
35 Other, in
Spanish
36 "Paths of
1957
movie)
37 Suviet
peninsula
40 Turf
quare
41 ryMu's pet
42 Indian ax
47 Po yne-
sian god
48 Rival of
a sort
49 On one's
guard
50 etter
81 African
lake
DOWN
1 Rose makes
a hit
with it
2 Labor org.
3 Stately
tree
4 Replace-
ment unit
6• GI's
offense
6 Ending
for scan
or van
7 Affecting
the whole
body
8 Saltwater
fish -
9 Melville
novel
10 Ancient
Syria
I Actress
Merrill
13 Egg part
19 Chi -ch
coi.,er
20"— Na Na"
of TV
21 Little
boys
22 Verdi
opera
23 Marconi's
invention
26 Like some
movies
26 — -ran
loser)
27 Calendar's
duration
29 At any —
at least)
31 lacking
rain
33 Pepper-
mint
Patty,
for one
34 nut -of -
date
36 Aim
37 Talon
38 Pru —
39 One for a
Georgian
people
40 Comilla.
cent
43 Shuuldi-r:
comb. form
44 Me —
fiuu
43 Came in
first
46 Malay
isthmus
EXTRA BINGO NIGST...
Please sole that we now offer Bingo on Monday
n!ghta at 7:00 p.m. in the Dining Room.
The cat. is $1.00 for the first card and
50 for every additional card thereatoer
for the emire night). There is no card limit.
Friends and family welcome to join the game.
V VM: NO 'Y9i4f60,'Znz /b.*
Spring 1996 editions of a*ner A: A uewalester dadteatad to =do=.. f
are currently available. The newsletters are located near the
mailboxes. If you are interested in reading about Walker, feel free to pick up a copy.
CONGRATULATIONS TO PERIE SMITH, APT. 209 FOR GUESSI]
THE HIGHEST NUMBER OF RESIDENTS IN THE PHOTO
CONTEST. THERE WERE 41 PHOTOGRAPHS AND PERIE WAS
ABLE TO MATCH 32 OF THEM. GOOD JOB, PERIEI!!!!
We suggest that if you are having a private
party in one of the community rooms and
do not want to be disturbed, put an
PRIVATE PARTY - Do Not Disturb" sign
on the door. This will eliminate any unsuspecting
Pam from entering the room and bothering you.
I 0 01-—'
Tw
r,)D V d 47
of isf-urb-
We would like to take a moment and welcome
Melody back to work ... It's so nice to see you
back an your `FOOT"again.
We M e missed youth!
DID YOU KNOW THAT YOU CAN HAVE THE BLACK BUILDINC
PHONES PROGRAMMED TO RING SO THAT YOU CAN LE7
VISITORS INTO THE BUILDING DURING A PARTY IN A COMM_^*
AREA
ROOM ?????????????M
If you are having a party in the building and would like to use this service, let us knov
and we will program the phone accordingly. You will need to let us know prior to you
party during office hours (M -F, 9:00 a.m. - 4:00 p.m.). In addition, if you need the keys t -
the storage room, pick them up during office hours. If you have any questions, do nc
hesitate to ask. — —
Dow-a-afs-d-, #% WaA6r* &#m & e4 &w A*&;
46 *a W --F- C&A 4 COO,% Awn so a*6 di waw. <
POTLUCK UPDATE ...Pin remember to signup if you plan to attend du
Potlucks Dinners. Ifthe sign-up sheet does not indicate there will not be enough foot
available, the potluck may be canceled. The next Potluck is scheduled for Thursday, Jum
27 and will be a "Sloppy Joe Dinner". Information will be distributed later in the month.
SCHWAN'S SAMPLER
Schwan's Food will be at PTS on Tuesday, June 1
between 11:00 am and 1:00 p.m. providing sample o.
the food they offer. This is a great opportunity to tr)
those items that you have always wanted.
Cont -v /n June.• the aurnual Xaldent Satlslfactlon Survey.......
b -N
darh
How to Feel Very, Very Good
Without Workin# Up a Sweat
Yfa Probably krnorr the stent ... as ICtle as 8o mlrates
ofddty nnodaate physical actift an help prevent a
host of dwWn litre heart disease, diabetes, osteo
parcels (ddmdng of bones) and colon cuicera can
sten improve your mood.
But the dallr,.eIssqueeftawyKnountofeaa nese
Into your*&psdxed dW. 8ohd!®c FoW sbout aftlg it
lane seraveothernone.JustUWadoewlookatyensfire
and sneak heaft activities m Jess'. how:
1 You'll
is
leas seep iL So choose a
pastime you Navy like to do. Stroll
briskly with a 1Fierd ... dam , rwll* to your favorite muds
Chbaahoe around whh :,.y
ildren ... week the dog. VYou'll have 11111M...
you'g elft heow
SWM --NW you ti..
don't even reed any
speeW equivauft
2 Seek door-yoan .Nva oileeUopportuNtles.
Do by hand what you'd ar
ordi=* use machines for. F=nplea: push a power mower
Instead of using a riding mower, carry clubs around the goof
course or wash your car yourself.
3 Do it in the a.m. ft to be active when it sults you beat,
hwreatlnp: One study showed that tlueagemrtm of
morning mardsas were Iflxegr to eller to their wellness
rovfJna- COmPared to onbr MYof those ecru at middle,
and a quarter of those exercising in the evening,
T
hook for other oPenhnga, ft's not, necessary to cram
everything Into one Mr hour session. Research shows
that 5 minutes here and there an be a boon to year
health .wo. ft munins your cagy schedule for windows
Of Gnat 0dq,.
Uncover easy wine. The dqy is dhock4W of other
chances to gain hahh bendlts tefthord worldrhg uP a
areae. amort mattes: use sults Instead of eleivatona, load
and unload your own VOce ies, flet off the bus one or two
MP eselir and walls the rest of the way.
The bogom line: The real battle ova becoming actlra Mail
Place In Bre mind. So adjust your mb*K try these 5 an begbedrptomorrow ... and ON neatly to feel great.
J 'Ykxuk is not a time Qlfile---a fe a state gj"dnd.'
efftONe or
Q
3 Crime Stoppers
For Your Personal SateV
After dark. IF you're going to be In a banding undi dark.
park near the entrance when you arrive, wsaay in a waWh
area. As you Issue, have your keys out and ready bsic re you,
get to your car. Aho helpful: Cheers the back seat and floors
before ~ng your car. and lock car doors enmft%tvly sitar
lIluft IM-61116re You friar year sat bah.
In"01-11" stand nes to the c ono of panel when riding
an elevator wide a warngar. If you're threatened or stocked,
punch an the floor buttons. Reston: You'll get a dunce to
asap& --0r yen for help—en each floor as the doors open.
On roads. Alvrre a choose the safes route home. even if
It Mears a ingot drive. N you suspect aornaons Is fonowk,
you. avow pA ng Into your dMwasy or parking in a deserted
oea. Seas: Pug over to a Curb WO people nearby and In
the stWiclousaooking vehicle pas you by O
lA
Blood PropYne ... (eonrtntted)
anacks, processed, armed and fast foods, pancake mix,
catsup and baking soda (I teaspoon an contain ),000 mg
of sodium).
r Other lifestyle changes can help control blood pressure,
like losing weight, exercising and limiting alcohol U you
drink. And heading up on fruits and vegetables gives you
fiber, potassium and magnesium that help regulate blood
pressure, ar does aldum, which you can get from Iowdatdairyfoods. o
1: NEXT MONTH: N""I Gold Mines
tarw,aeaaarnranosawanw woro weararrr amaaaaaones mtaronawmrrtaaeaameamaSwag e er,asmd,mNea w
anwaerawqu.tMmannarrfnbnroverrehoaneosesriaarnramwatawManpaelrnaespiptatl0astabs AVM momaO"JON Eewr.anonc.DOM. M.O.
S9A-OP WTrm ,.
JOS''F3EIN"S
We will be here on
at :30 until 3:30
in the VIM nq -
Women's Clothing.
Shop without leaving the building!
Farrdlyl iia i ers and staff are welcome
Yewey
Dusters
Dresses
Blo ses
Pants
Doorp im
Concerts in the Park
Mus Lake Park — c& iia. s s MOSM Le. 1996
June 18 BIB Enos' New Orflenes Sm Band
lune 25 String ,Fewer — Bluegrass Band
Joly 2 No concert - Attend. Music M Plymouth
July 9 Annual Sumow Carohral
5:00 Chu m's Games fsegio
700 Puppet Wyon
7:30 TrIcJn a the Tsops — Children's Entertainment
J* 16 Colt 45 — Contemporary Country
July.23 Brooldlrn Communally Brod
July 30 The Bsrbsgse Brass 4~
Aft. i Minnesota Shokespewo Compwo
Tlmrs.) Tike Gmedr if Eine — Oramn Productleo
Aug. 6 Oeach Party NISM
6:00 Puppet Wynn
6:30 Univ. of MN Water SM Team Slaw —
on the lake
7:15 .Ricers On — 50s A 60s Rodd.
Aug. 13 AN Amerkao Pops — Big Band and Pops
Invite your fam ft friends and neighbors to attend thus FREE concerts thb summer. Bring a blanket or
lawn chair. PwMm concession stand will be open. All concerts begin d 7:00 p.m. preceded by a 6:30
p.m. perlormnnce of the PLYMOUTH PUPPET PLAYHOUSE (exception: July 9. Aug. 16 6). In case of rain
or severe weather, cell 509.5205 for concert Informatloo.
co4roow a k Lnt.fa&.MMNO ' Llhr iP6rmoam
FbWon; aftrbm nw oma•
rur
45
77E MS CARDM ARE 7,vVW ...speclal thanks to 8e r
xrlley. 8111 Lambie, .7farold Duchene, and 8or A Rodin for deslgnlnv and
building the ratsed garden plots. 'iVithout their help, tt could not have been
completed, ?Bank you so much *vm the bottom of our green land some not so
pram thumbs
The garden plots are finished and ready for plantlnp: Tease remember that each
gardener to responsible for taater/ng their ovn sections. A weaker hose has been
buried in each planter to help kap the roots moist when needed. A garden hose
volt be located at the water spicket near the nit staftweff entrance for hook-up to
the sacker hoseif you have any questions, do not hesitate to ask.
PNW1 we
RESIDENT MEETING
WEDNESDAY, JUNE 19
1:00 P.M.
IS THE HOT WEATHER BOTHERING YOU....
Each air conditioner has an internal thermostat, controlled by the left knob which tells
the machine when to blow cold air. In addition, there are two different settings for the
fan: Fan We and Fan Condnuous.
When the machine is set on Fan Continuous the fan will blow continuously. When the
temperature in the room matches the setting of the thermostat, the compressor shuts
off but the fan will continue to blow, circulating the apartment air until the room
temperature rises and instructs the compressor to kick in again.
When the unit is set to Fan Cycle, the fan stops blowing when the temperature in the
room matches the setting of the thermostat cold compressor will also stop. When the
temperature in the room rises, the unit will automatically turn on the compressor and
fan.
The switch to set the fan function is under the A/C cover. If you would like the
function changed and need assistance, please let us know in the office. We would be
happy to assist you.
VYW1P YVutGm j... *W 10 WLUUr ... vMvIe IMWNeigpo . , . rmoVi C ww
ri,
G, I
Hamm
Saturday, June 10 7:00 p.iLL
Featuring Robin Williams and Bonnie Hunt
When young Alan Parrish discovers a mysterious board game, he doesn't realize
unimaginable powers until he is magically transported - before the startled eyes of
friend Sarah - into the untamed jungles of Jumanjil There he remains for 26 years and
is f ved from the games' spell by two unsuspecting children. Now a grown man, A
reunites with Sarah and, together with Judy and Peter, tries to outwit the gam
powerful forces in this imaginative adventure that combines breathtaking special eff
with an enchanting mixture of comedy, magic and thrills.
PG) (Adventure)
GUYS AND DOLLS
Saturday, June 8 ® 7:00 p.m.
Featuring Marlon Brando, Frank Sinatra, Jeanne Simmons, & Vivian Blaine
Beautiful Save -A -Soul Sister Sarah Brown needs to fill her empty mission with wants
saints or else close the doors for good. Upping the ante is gentleman gambler
Masterson, who's willing to pack the pews with sinners for one hot date in Hava
What Sarah doesn't know is that Sky is romancing her on a bet from Nathan Deb
Nathan, meanwhile is busy dodging flatfoots, wiseguys, afid his dizzy fiancee to thi
the biggest crap game in town. A winning combination of comedy, romance and sit
stopping productions.
not rated)
OPERATION DUMBO DROP
Saturday, June 15 ® 7.00 p.m.
Walt Disney Movie: Featuring Ray Liotta, Danny Glover and Denis Leary
During the Vietnam War, a Green Beret is sent on a most unusual detail: form a team
transport a sacred elephant to a "friendly" village. Based on a true story. PG) (Comedy)
MY FAIR LADY
Part I: Saturday, June 22 0 7:00 p.m.
Part II: Saturday, June 29 ® 7:00 p.m.
Features. Audrey Hepburn & Rex Harrison
This special 30th Anniversary edition has been lovingly and painstakingly restoredthatyouwillanandheirit " it was meant to be www1emed. Winning the Best Pict& Oscar for 1964, this enchanting musical tale stars Eliza Doolittle, the scruffy flower gwhodreamsofbecomingtheBelleofBritishSociety. Professor Henry Higgins insists 1canpassheroffasaDuchess, he tutors, torments and finally becomes beguiled by CtransformedandtriumphantEliza. (G) (Musical)
SSOOP17144 '2fou u • . ss U pmn /,our • sgo ao vu . , ss2u pVtV a 1,4
D N'eCareAbout
j Nna'Health
a
The Health Promotion and Wellness Letter May 16 1
High Blood Pressure:
What You Need to Know
igh blood pressure means your heart is working
harder than normal and your arteries are under
extra strain. It can lead to heart attacks,
strokes, kidney failure, damage to the eyes and
other serious diseases. 86 know the facts:
r About 50 million Americans aged 8 or older have high
blood pressure, but a third don't even know they do.
That's hecausP hypertension—the medical Lerm fur high
blool pn-ature—usually has rut symptoms.
Hypertension dtresn't mean being tense, nervous
or hyperactive. The "tendon" refers to pressure within
the blood vessels, not the nervous system. pleat: You
can be a calm, relaxed person and s9W have high
blond pressure.
W The cause of high binsrd pressure in 90-95% of people
isn't known—but hypertension is easily detected and
usually controllable. Se(rdefeflsc.• Have your blood pres-
sure checked at least once every 2 years. If your doctor
prescribes medication, be sure to take it as directed for
as long as it's prescribed.
e1 Some people experience "white -coat" or *office"
hypertension. Their blood pressure becomes abnormally
high in a doctor's office or other medical setting.
Physicians may advise these patients to measure their
blood pressure at home.
W About 10.15% of people are "salt -sensitive," meaning
salt drives their blood pressure up. So consider Il Wirt
it to be safe. How: Add little salt at the table, not at
the stove and watch for hidden sources. Exionples: many
r•rmrinued on nwt page
AP t Asout• :KiN ylrt;r<
Tilus
w
l away from You.
a vp.the
11511111.
mirverveli Maw* W. wsh to ready.
AV
O
y a,,tb,e_fore WV come M
Yta
foods.
Wft 1.2
Nay Fever Self -Defense
About 35 million Americans are allergic to vee and grass pollen
and are subject to "seasonal allergic rhinitis' or hay fever. fire good
crews: Ttying these strategies can help minimae the misery ...
1 REDUCE EXPOSURE. Try to schedule outdoor ectrvthes when ire
pollen court is low ... at daybreak when plarss are still covered wil h
dew ... at night ... affair a elbaey rain ... on ckkudy, hmtid, windless
days. Surpris W Thrsrderstpms don't help, because large raindrops are
it~ at washing pollen from the sir.
ZENJOY THE INDOORS. Indoor air is relatill*.free of pollen. So keep
windows closed when you can. Allergists recommend au•condgion-
ing in cars and homes for vemlletion and tooting, More help. Emra•
sensitive sufferers may Whelk Item using an au•cleariN machine with
a hiph•eticiency particle air filter.
3 AVOID COMMON IRRITANTS. Try to steer
clear of tobacco smoke, ammobue ehdrahrst.
laundry detergents: inseftidekprays, halt spray
and perfume. Useful. Wash your hands frepuemly
and keep them away from the eyes ... wash hair
at nip to remove any pollen and keep A from
Whig on plain and Ming.
4 M fM SYMPTOMS. Over-the-counter antihistamines, which
help Mod alloy;am lkins, are most effective ff Wren before
sysploins surface. Trap: The drowsiness they can produce. SOWn.'
Avoid vdvs mkres whenever felery repuires you to stay siert. Arid
speak . to your doctor shoo she newer hinds slat cause less dMwsdress. . J
MOLM: rot a free DroCiv n on allergy and asenm. 0711 the ARIernCan Academy of
Arerey. AaMna elle annasl0lopy: eoe•922.2762.
CRIME STOPPERS ... Cs•'
1996-97 RESIDENT COUNCIL
The Resident Council, established in December 1994, services in an
advisory capacity to the Plymouth Towne Square Management. The
Council is charged with addressing issues and providing
recommendations, which act as guidelines, for managerial decisions, I
which in turn are communicated to the Council. The Council
accomplishes its charges by:
a.. Providing residents with greater participation in affairs
within their home,
b. Suggesting improvements and helping administration and
management provide better programs, facilitates, and
services, I
c. Promoting friendship and --- ierstanding among residents;
d. Providing and receiving necessary information for the Ibenefitofallresidents.
The following individuals have been elected to the Resident Council:
Ilot Floor Reps.: Ben Kelley Apt. 123 I
557-1886 IIBarbaraBuchholzApt. 124
551-7960
2nd Floor Reps.: Lee Smoots Apt. 208
577-0659
Bettie Allison Apt. 210
559-8904
Floor Reps.: Arnold Seppa Apt. 3033rd
577-0824
Stella Krout Apt. 307 I
553-9148
Kathryn Lents Apt. 323
I
550-0103
CON9MLATIONJ TO THE rOUDENQ RESIDENTS WHO MESSED THE CLOSEST CC
Or Mb rS IN THE CANDT JAR EACH WEEK. WE VNbMTAND THET PVT GREAT TIME
EHEMT INTO THEIR ENTRIES THET MrASVREb AND CALCULATE AND MEASURED
CALCULATED UNTIL THET WERE TALRINQ IN THEIR SLEL:P
ICON[: RUTH QW. AFT. 102
VECRTVO: ETHEL LARJOH.AFT .116
EEICTHREO RUTH PMRJON.AFT .332
SIEEIC rOVR: 9HKHMH AT TnE or PRINTING. a00b LUCK TO ALLIII
JUNE BIRTIIDAYS
George Hiller, #131 June 6
Delores Iskierka, #218 June 6
Helen Garberg, #225 June 11
Ruth Benson, #314 June 11
Coy Perry, #211 June 17
Thelma Hann, #224 June 20
Julie X=9#302 June .29
Gerry Wegener, #317 June 30
ATTENTION ACTIVITY ROOM PLANT OWNERS ... if you have any plants in ItheActivitiesRoompleaseremembertodothetwofollowingthings:
I. Please make sure your name is on the plant so that we are able to contact you
if there is a problem with your plant.
2. Please make sure your pot has a dish/container that will catch any excess
water. The extra water from watering is running off the shelves and onto the
carpet causing stains to, both materials.
r'
June' -l"996
Montt Planner
1
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Plymoudi Towne Square
Resident CouncilMeeting
June 13, 1996
Aftendm the meeting were Ban Kelley, Arnold SqqW Barb Budhok Stella
Kraut, Katherine Lou% Sarah Miller, and Melody Burnham.
Meeting was called to order. All now members were introduced. Sarah explained
the purpose of the Resident Council and encouraged member to bring
ustooncems from residents into the meetings.
April meeting minutes were approved.
Resident Fund -was reviewed, Stells. Krout volunteered to be the Treasurer and
mad and provide updates at the Resident Meeting
Goals ofCouncil - Each member was asked to think about goals for the coming
YM• Management suggested finishing the by-laws as one. A Property
Committee was discussed and managemeut will get a copy of the report Wdker
when property inspections are done.
Resident Satisflichouffleauty Shop Survey - will be distriMuted in the next couple
of weeks. As an incentive to fill out and return the Nuvw to Walker, there will
be a special drawing for a $10 SM certificate.
Ben Kelley will BM a Committee to investigate all possibilities for a pool table.
The Resident Council meeting will be hold the second Thursday of every mouth
at I P.M. in the dining room.
BUBAW IMM
OY,ellow lion to outline car wash area will be pointed when a new maintenance
Person hired.
eGarment Rack -lite search for a rack continues. Ben Kelley found a catalog
did sells rwJm at a reasonable cost. We will continue to look and =dcqxft
Purchasing a rack in the 611.
00==W - Planting bushes will be considered nod year.
Newspaper Dispenser - Council decided against having one is the building.
@An exercise person has volunteered her time to give a special one-time class on
stretching.
Picnic Table. GnU, Hose Reel - have baa purchased and will be assembled
by Ben Kelley.
Maintenance roplscement - Still in the advising and iotasviewiog process. All
Maintenance request have been completed by Lace or App. Advance work
has been completed by Walker Methodist Maintenance Personal.
A number of residents have requested a horse whoa pit be installed on the
property. Manages does not have funding available for another project
and may be considered for nod summer. It was suggested that a list be
compiled of items resident desire and it be published and
I ns/cmutributions requested. The horseshoe pits would be placed on
this list.
Valances - Melody will get several bids. Funds for this purchase will be
requested as a capital item in 1997.
Dead treas and plants- will be replaced this summer and next spring.
Watering gardens - The underground arigation system will water the garden in
the morning on even days. Herb Bucbholz will head the Garden Committee
and set some guidelines for our gardeners.
RESIDENT ISSUES
y_ Anyone with concerns from the presentation from Lifetime Fitness aro asked
to write them down and the office will forward them to the city offices.
The management contract is up for renewal with Wallm. The City is
reviewing their options and will make a decision at the June 201h meeting.
jPotluck - The committee has made some changes for Potlucks. times will be
Sloppy Joel, July - regular. August - BBQ, Sept. - regular, October - Pizza.
November- regular.
I.A draftof an apartment transfer policy was disbnbuted to Coined members.
Management will be presenting the policies to the HRA for amendment and
adoption. Cunvndy. PTS aces not have a policy for apartment traosftus.
I-%
M Resident Mee ft
June 19,19%
The meeting was called to order by Sarah Miller. ^
b mites from the May moe*g were cmavar7 b far approval.
Treasurars report was Bead and approved sa hdowz-
Stella Krout is the Resident Council's acting Treasurer and will be reviewing the Resident Fund
on a monthly basis.
OLD BUSINESS
Grill - Ben Kelley was thanked for putting the hose mel, picnic table, and grill together.
Instructions for grill operation is located on the gnll, posted on the Dining Room bulletin board,
and copies are available in the office. The propane tank on the grill will be monitored by staff
and filled when necessary. It is very important to make sure you tura the tank valve off ager use.
Hose Red - A nozzle will be purchased for the hose located at the west entrance.
Garden Plots - The garden committee has come up with a few regulations for use of the garden
lots. These will be printed in the July Newsletter. The garden lots are being watered every other
day with our underground sprinkling system.
Lifetime Fitness - A City Representative was made aware of the negative impressions of the
modems from the LifeTime Fitness presentation at our May meeting. The City will welcome
any comments you may bave regarding the presentation and the proposed facility and programs.
Put your comments in writing and bring them to the office. The office will forward your
comments to the appropriate city officials. A resident has written a letter and is willing to share it
with other modems. The letter u available for reading agar the resident meeting.
Resident SatisfactionMesuty Shop Surveys - will be distdbutod next week. When you fill out
your surveys, bring them to the office with the blue entry form to be eligible for a drawing for a
10.00 sM certificate to Target.
000testi
SLE WAS M=M 0
p = E tip T?7 Fes] [ [3tfl
SEEM MOOSE tem 1_ i WE=
I• MEME rim]
MEN
tK ff — k- ,..
EE
ETiaAa
Stella Krout is the Resident Council's acting Treasurer and will be reviewing the Resident Fund
on a monthly basis.
OLD BUSINESS
Grill - Ben Kelley was thanked for putting the hose mel, picnic table, and grill together.
Instructions for grill operation is located on the gnll, posted on the Dining Room bulletin board,
and copies are available in the office. The propane tank on the grill will be monitored by staff
and filled when necessary. It is very important to make sure you tura the tank valve off ager use.
Hose Red - A nozzle will be purchased for the hose located at the west entrance.
Garden Plots - The garden committee has come up with a few regulations for use of the garden
lots. These will be printed in the July Newsletter. The garden lots are being watered every other
day with our underground sprinkling system.
Lifetime Fitness - A City Representative was made aware of the negative impressions of the
modems from the LifeTime Fitness presentation at our May meeting. The City will welcome
any comments you may bave regarding the presentation and the proposed facility and programs.
Put your comments in writing and bring them to the office. The office will forward your
comments to the appropriate city officials. A resident has written a letter and is willing to share it
with other modems. The letter u available for reading agar the resident meeting.
Resident SatisfactionMesuty Shop Surveys - will be distdbutod next week. When you fill out
your surveys, bring them to the office with the blue entry form to be eligible for a drawing for a
10.00 sM certificate to Target.
Paper Shredder - A paper shceQaer has been purchased and locahx in the office. It is available
for resident use during office hours. The shredder will take up to S sheets of paper at a time.
Please remove all paper clips and staples.
NEW BUSINESS
Potluck - A Sloppy Joe and potato sated dinner will be held this month. Cat is $4.00 per
person, please paid in advance to Melody. Then was discussion about how serve meals. It was
decided that the tables would be numbered and residents would get their meals in the order of
randomly drawn table numbers.
Pool Table - Several residents have famed a consume to raise fluids for the purchase of a pool
table. They goal is to raise $1,700. Tb ough a number of resident donations of $100 each, they
have raised over $300. The office will be accepting pool table donations on the committees
behalf. If you would like to assist them contact Barb Buchhniz, Ben Kelley and Rosemary
Kirley.
Wish list - A list is being developed of items that the resident community would lilt@ to have. If
you have any requests, please present them in writing to your Resident Council a resentative. It
is possible that we can look into fund raising or domWous for some of the items.
j Exercise Equipment - The results of the Leisure Survey indicate that no one is using the
exercise bikes in the Activities Room. If you donated one of the bikes currently in the room,
please remove it or it will be removed by the mid July. We will be looking at purchasing a now
exercise bike similar to the white one that residents indicated that they used on a regular iasis.
We will be requesting funds in the next fiscal year to replace the Treadmill in 1997.
Resident Council - New Council Members were introduced. If you have a concern that you
would like discussed at the monthly Resident Cmid meetings, please try to bring it to your
floor representative prior to the meeting date which will tie published in the monthly newsletter.
WasberMryer - Discussion took place regarding the price of washing and drying. Management
will look into the cost.
Mating Adjourned.
Birthdays were announced.
Plymouth Towne Square
Staff MWog
June 27,1996
Attending Lance & Kim Schoscicy, April Villareal, Melody Bumham and Sarah
MMM.
Margaret Pearson is moving into Apartment 206.
April will take the first tmaover, 310 and L=w need Kim will do 31 S. Both
apartuma need to be ready for August 1. 31 S will be moved into Aug. q
Laghts outside the building are being Sxed.
Resident Survey is going out to the redjents next week.
When April is on vacation in July, her work will be covered by Lem or Kim.
The important area to keep looWgg clean is the front area and the bathrooms.
When the pager is changing hands it is the person who has it is responsible to get
the pager to the other person.
Maintenance Room has been cleaned and looks wonderf d.
Garage lights the 8' ones need to be ordered.
Sinks backing up with soap ere usually the person above them is using too much
soap. Sarah will tack to the two parties involved.
Temperature in halls has been increased due to spartromt doors being lett open
and draining the cooling system. Sarah will put an article in the Newsletter to
address this issue. U staff sees an apartment door wide open during the hot
weather they should ask the resident to close the door.
Emergency Procedures drill will be brought up at next meeting.
Meeting a Dowd
Next meeting, Thursday, July 17 9:30 am.
J
MEMORANDUM
TO: ANNE HURLAURT
ED GOLDSMITH
FR.: Sharon McKWW, Regional Director of Operstionu,
Date: JWy 16,1996
RE: PTS Monthly Report for MAY 1995
Moaft Financial:
May Financial Statements (see attached).
RS/Programs - reflects cgmenses from Senior Month activities. Excess will be absorbed into June
operating costa.
RS/Supplies - reflects expenses Pram Senior Month activities. Excess will be absorbed into June
Operating Coate.
HSKP/Sabuies - includes am hours for additional aprmg doming tasfcs requested by management.
FO/Purchased Services - timing
PO/Repairs A Maintenance - reflects roof vent replacements, apartment appliance and lock repairs,
POISupplies -reflects apartment appliance parts, window screens and paint.
POWscellaneous - reflects construction costa for garden plots. This line does not reflect a $200
donation which will show on the June Financial Statements.
GMAdmm. Salerm - reflects cars hours required to update Waiting List.
GA/Benefits - accounting error which will be adjusted on Juae Finaacial Statements.
GA/Advertising - reflects employment ads placed for Mamntenaace Engineer.
Waicenses tit Permits - reflects cost for employee criminal background checks to comply with the
Minnesota Statue.
GAIManagement Fee - rdects credit from 1995 Operating Budget per Maaagemau Contract.
GA/Supplies - reflects purchase of toner for copier nuehine.
reflects donation for Music in the Park.
Oaapaney/Marlredug:
Monthly Occupancy Report for May (see attached).
99 units leased, IM6 Occupancy
AMM Homing Report: mdudes May Residers Newsletter
Plant Oper a loin:
Conducted safety Cheeks of each apartment Smoke detector and enu rgency pull -cords.
Gutter and snow guard iistallatiam was completed.
Sofbt and fadsa was repaired.
Time tees and panting dps destroyed in a or accident dmrtirmg the vrimter were replaced.
Continuing search to 811 the Maintenance Engim w position.
Resident Sovkes:
Nua sinus activities were oM to c Mnb Seniors Mouth QAay). See nowdoner fbr details.
The Plymouth police Depotmeet disaused peeeand soft with the modems.
A R:bboo4kuiag Ceremony was held to amt Homes for the Aging Weds and to honor two 90 year old^
residents.
Resident Council Nominetwas were -requested and dootions were held. Four of the seven poodoaa were
available.
Residents built throe mired gerdm krts for th* use The project was 5mdad by the resident Amd,
budding opemdom, donjons and muW of IM.
A Piro Drill was held for residents and veto review An procedures. Drills aro hdd 4 times a year.
The resident council determined which gas grill sod picric table to purchase for the building.
We will be asking re;wcom adves from Lifetime Fatness to speak at the May resident mading regarding
the services the new recreation Awl ty will offer to teuiors.
Myou have any questions, please comm me at 8274WO
CC: QeoeKauffmann
Sash Mdler
FLIMM 1 mm
313E armt AM= s9un
FI9 IAL WATE - MWIT®
Ai. 3196
mss:: Ambib
Fits MwMw EMd UN 81.1M6
vrD
Asad
vrD
BOOM yrlenoo
Amwd
emdn
IAMMO:
FM MAN MAN
Told PAWOMM am WMAN
a dwdSwWm 6fAM 61A1f iZ67 60Af7
7A17 7XI 40 16Af0
PAN oopwas :r & Mdoffw:a 64.1M MA67 f fAOf 6034
fAIDYr MAM MAN 10.00M 76Af0
FlopaIM&FAImbd6AdOd:dWdro
611,x10 241.19949.1Z1 MI IBMMMs
731TOMOawdaqPAIS)
NN Imm a From oFwadm:o
AdOstwmd to Cosa Fioo:
DW@dd m W I sun so= 07) 001AM
Amorgz m 7= 16AN
1b
Qnmj Doer. N Noo+do OAM 0 6.600 0
Mer. Awa N AIP 8 Accord sm 0 676 0
AeenrdRedBeMeTwo 0.716 BAN 116 01,M1
AccordkdWM 106.676 0 106.076PAW0
Boom m Pays mTNproron:erdf
pan
II07
lmo
pA00) 2,760) pA00)
Lv&gw d- el6emb 0 0 0
kmw.dCeftw 0 0 0 0 ID*m b to DoM Go" wid-Fil" a6A1G) PD++61 r) FOAM
o.Fedtf b Ddd 8WJW Fwd-Ntr.et r66A76) 0 r3SX4 0
odd ee:lo. ww-I dwm Nmor 0 00 0kWSWnWft0
ad toM- 67u id1.701
11
ft a (DoerOOeO) N Cub 911mr
Cora BONN* asowni of vow 6192A61 HMA61 N 1"m
Cpa Odwma UN $1. IM ANM BUM Jam Am=
LOM ASSETS:
PUTT CAN
COMIOS - OPEOATIONS
SWIM - S RITT DEPOSITS
ACCOUNTS MI9ELE-TERAOTS
AD I9ABLE-OTOEE
POEPAID IRDDARCE - amm
PWAID EAPEESE - OTOEO
TOTAL CURFM ASTM
PROPERTT, PLART. An ENLIIPIORT:
LAO
MLD18(Oi i 111101f 1x5175
LAW OiMPBBI
TOOK a MUP - CNERAL
E091PRw - 001!018!
RM a MIP - IMMEMPIN
LESS ACOOORAT® OMMIATION
TOTAL PR RTT. Km. a MIPNW
OTOER AS4M:
Isbulam-C74STU TI00 9(00
INVESUEOTS-OERT UWICE ROD
IrAlo RS -CAPITAL Ili.
UOAMIINO STARTii COSTS
UONIO 1= OMIZATI00 COSTS
LEGE ACC(ORRAM AROOTI2ATION
TOTAL OTIOeR ASSETS
TOTAL AMM .
PLTTRAAIR TOLE f00A0E
IMAM am
aw 31 96
UMITE
Al"
ouAAEIIT OALASM RET
IERTM 812/31AS cRANTE
1,000.00 500.00 500.00
43,208.78 34.334.35 8.9f4.0
161.311.00 159.126.99 2,186.00
600.00 43.00 557.00
1.529.40 2.226.79(697.39)
0:00
1,174.74) 1,962.00 3.136.74)
1.W AO 823.40 254.40
x97.612.32 199,016.53 8,615.79
451.267.00459.267.00
65 330.50
0.00
5.599.4ea n 5.599.488.23 0.00
46.673.00 46.67!.00 0.00
153.207.56 160.494.31 2.793.23
1.290.65 1.280.65 0:00
1,015.15 1.015:.15 0.00
323.036.01) 2A.852.31) 65,202.70)
S.937.964.56 6.020.374.03 (02.409.47)
vs,3)O.SO 65 330.50 0.00
290;140.11 281,806.46 8.341.65
321S4o.67 22.142.89 10.397.60
2,960.15 2,930.15 0.00
1SS.166.56 155,166.56 0.00
26,547.06) 19.549.68) 6.997:36)
677.860.85
73
668.026.88 11.741.97
168. 6,023895.217:K6. 62,751.71)
eaee(Meo
GINNER LIMILITIE1:
ACOMMITS MTABLE - TOAOE
C011BACT3 MTABLE
ON TO 00
ACUOI® 11ALAMIE3 AND 1NO(ES
ACC M 11111111131
AOAIBG AIX WAR TAMES
ACCORD NVIO:113
W MITT DEPOSITS
TOTAL 0111111111' LIABILITIES
LOBS TEO1 Owl:
SODS MTAM12
TOTAL I= TEM OEOT
RM BALMI
CIIMIwRD CAPITAL
PAM1M8{6 OERCIT
MET 101 (LOBS)
TOTAL NID.BBLABCE
TOTAL LIABILITIES O MMP 6ALAM
GBueIT MALARS MST
MOrIM SIV31193 CMAMLE
LIAMILITIES M 17M MAIAMCI
6.016.01 6,556.70 2.Min
210.00 Z10A0 0.00
B.M.3B 0.00 0.(03.3B
3,4M.65 3.015.62 6.611m)
56.150.60 01.226.00 27.075.00)
0,96.38 20.x.58 11,690.20)
3.950.72 S.niA6 1,210.16)
IO.T96.2 0746.55 49.Aw
iTf.106S7 151,457.60 (37.60D.63)
5.100,000.00 5,100,000.00 0.00
5.100,000.00 5.700.000.00 0.00
1.000.000.00 1.000.000.00 0.00
35.158.0E 37.158.01 0.00
2E.7 10.60) 0.00 2L.3wn)
1.008.401.16 1.603.739.0E
6.06S.2t7.K
2E.31PIA )
62,OS1.71) 6.073.160.73
K1181. 101x0 >
RTAI000R OF EA0a108
S EMS IND liar 31.96
UMDITOD
018881 W. 3 010 T10 WMA AARMB 1966-
00010 OI T IRRIA005 OF M. AC06RL W M. OOCBRER ING
R09M:
jurm...
AFAa11BI06OT 42AHAD 42ASM am 0.00 2t3.121m 213,Iam 0.00 0.00 511,500.00
IRA IIRITOO1L may swum 20,!0:.00 0.00 0.00 121.421. 105.48. Om Om 210.80.8
1 ckw-a0ETA80 1,28.- 1msm- Om Om 6.315.00- 9310.• 0.0 om 70u.00-
9AWL1' FACTOR - AMUM 61700- 410.0G- 8506- s7. 3.ASLW 2.0!0.00- 1.000.00- 78.44 4.9800-
VPAIW FACTOR - MIST 617.00 18.00- 08.00 48.90 3.000.00 060.00- 3.075.00 7.15 2.076.00-
IRpMLT - CAA0TA63R OARAR 50.00- 50.00- 0.00 0.00 80.00- 80.00- 0.00 0.00 600,00-
OARAiE RTARAL 1.7800 1.7800 0.00 0.00 O.68m 0.68.00 am 0.00 20.i0om
OEAOIT SRIF tall IGLOO 100.00 0. 0.00 a8. SOa00 a. am 1..0.00
a= RORI SMALL 265.00 18. 140.80 135.35 35x00 S8. 175.00- 5.75 1.75000
tw1RaT GIMS 700.00 16.21- 2.32 3.744.56 s,slom 26G.56 a99 0.40000
IR100ILAR1Rla 15.00 800 8. Om 150.00 135.00 1SO0 11.11 2sO0
IRAEOIIBT 68001! 301.66 310.00 834- 1.63 I,0G m 1.681.00 3. 0.16 4,40000
MAL II0100FE0 66,135.41 66.4800 715.41 1.1? 326.5805 M.170.00 2,82.!0 0.75 775.210.00
E07E00I0:
MOM 00 OUt
mian1AG1R10 am am 21.06- 106.06 117.40 101. I6.AS 16.20 2Y t
RB108T Fao6ws 10303 IOOOO 0503 a;OS 71860 00.00 210.10 42.06 ITIS.
O0RLI0a - 400n 166.20 96.00 70.20 74OG 540.75 470.00 70.75 15.03 I,a26m
MAL ISSIS RT am 350.15 215.00 135.8 62.03 1.360.56 1.07100 291.36 27.76 3.51700
OWNS IG:
s1AMNS I,a3a.OL 85.00 MAP 44.46 3.741.54 3.50500 23LSG 6.15 9.061.
OeRFI" MIS I76.ao 56.95 32.36 Ma GUM Uw- 2.26 2.3N.0
FiRCO. G -0600 0.00 am 0.00 0.00 I.98.9a 2.100.00 167.02• 7.95 2,400.80
MIR AK OAIRTNA00E am 0.00 0.00 0.00 vast 100.00 148.06 140.06 MGM
610KI00 - 0OWK 13x.75 160.00 26.8- IS." 1.070.05 80.00 245.05 29.10 1.960.00
TOTAL 110fA00WIRG 1.43O.s9 1.074.00 356.39 55.207.81L52
9999........
7,372.00 444.52 6.03 WJM O0
016510II TAR. f TIO 710 MA AA W 1998-
AOtIO m ill - mum am. AC ML 00008 10MIAM0 am. 000MOe 1990
Toane7wIP65
RAOI OUIT1000 m INI0T0M1012t
OO61 w 013.70 070.00 42.20- 7.11 4,9!0.14 4,5160 906.14 RAT 10.0i0.a0ownULM210.00 41.22- 19.65 USIA 1,021.00 ILL- 1.34 2.603.00
MR. UNWILITATM 129.00 AO 2560- ILL 906.8 790,00 194,22 70.50 1,000.00
CENIN ALUKINss 9060 50.00 0.0 Lo 2H.10 DIAD 20.00- a.52 400.00
RM. VA24 o 2830.5 2,110.00 410.5 19.2 10.600.64 10.715JA 94.50- 0.51 16ANAO
Assns i 1011R. 600.71 27360 413.71 750.46 10.100.69 1.375.00 0.006.0 660.43 200.00
O01L100 . JIBE" 475.95 300.00 35.53 100.'61 amm 1.s00.00 1.3::.42 am 3,00060
OM E00TAL 5166 56.00 A 6.22 2.749.16 2.62560 116.16 4.73 6,50060
INIOLU 0 M 406.50 50.00 476.50 073.00 627.75 490A0 171.75 30.50 000.00
TOIR RM WMIlm 6,066.20 4.946.00 1.500.00 35.00 31,12062 25.MA0 11,661.2 4776 54,33460
WILIUM
07MT100. =. 1,500.00 1.50060+ MAN SALE 7,965.00 2,470.73- 31.00 10667560
011L1100.OUWOIL 1,45.irt 3,610.00 26179.5- fo.37 8,600.90 21,2!5.0 7.us.10- 26.00 40,000AO
011LITIO8401T60 WAJW 1,500.00 665.11• 43.54 3,903.06 6,250.0 2,321.95- A.5 156000.00
700E OTILITEO 2.271.95 6,610.00 4,32.476 65.54 23,001.23 5045060 1451.716 J4.07 75,675.00
PEPW AO OEIAT00t
A00MUTI00 1,300AT 1.400.0 o.53-- 0.06 609n.5 7.000.0 bi- 0.06 36.00060
09000IAT100 IT,065.10 17.076.00 0.02- 0.00 09.201.70 05,27060 27.20- 065 203.5!.00
701 W Oman 27,075.00 27.075.00 0.00 0.00 15,379.00 15.3ISA0 0.00 0.00 725,600.00
UILI L>:-It6PEATr 96.0 1.060.00 45.00- 4.42 4,071.0 4.943A0 66.00- 1.34 136141.09
UK WAT6 TAUS 1,745.96 1.754.00 0.06- 0.46 0,76196 0,660.0 11194 1.36 . 21.231.00
000 M 0.00 0.00 060 0.00 0.00 0.0 0.00 La 0.00
ft P0NOW s OEL. 40.a0.s9 40,266.00 54.41- MI 261.220.00 161.=A0 22.00 OAI 510,41260
Ccaetimom
GENERAL AMO AONINISTRATIVEi
SALARIES -No!
SALARIES-AORIN
awl"
NORK Mas OOIP
M=TISINS- m.
AUDIT A ACOXMITINS
AM Al. D TRAVEL
role LEAVE
MIN SERVICE CHARGE
10 SERVICE
NITS 8 NDSCRIPT.
TAS PREPARATION PEON
I118IEST-SEC. DEP.
LOUL
LICENSES AND PEANUTS
HAHASEIENT PEES
INSXRANQ IEKM
NMI= S SINTHARS
PWIASE
PRINT® C IC RTIM
PWCE SERVICES
LEAD HANE - DATA INPUT
REPAIRS A min.
SPECIAL EVENTS
SUPPLIES
TOTAL T6ME K A AMIN.
TOTAL OPERATING EXPENSES
EARMINON (LOSS)
CIiREXXT
NONIN BXo26t MAINE
2,487.68 2,486.00 1.68 67.'"-
M.00 410.861,248.86
BLmif 798.00 1,958.67
0.00 0.00 0.00
Me 33.00 MEN
0.00 0.00 0.00
60.08 50.00 WAS
0.00 100.00 100.00-
0.00 0.00 0.00
1.50 25.00 23.50-
0.00 0.00 0.00
0.00 0.00 0.00
79.72 100.0 26.23-
0.00 0.00 0.0
106.00 50.00 56.00
1,511.61- 3,202.00 4,713.61-
0.00 0.00 0.00
0.00 0.00 0.00
19.51 80.00 60.6-
1.56 25.00 23.x-
0.00 70.00 70.00-
0.00 0.00 0.00
0.0 0.00 0.00
0.00 0.00 0.00
160.16 70.00 90.16
427.18 450.00 22.2-
100.00 50.00 0.00
6,174.19 8,427.00 2.232.81-
64.517.31 69.165.00 4."7.69-
618.10 4,745.00- 5,363.10
YAR.2 TTO In
OF WD. ACIIOLL &DONT
VAR.X4 JANUARY 19W
VARIANCE 07 M. oECE1DE! 7996
61". .
0.07 11,820.45 11,896.00 67.'"- 0.57 29,623.00
49.03 4,094.76 4,326.00 566.78 13.10 10,670.00
2LS.45 S,613.75 3,095.00 1,720.75 M.20 9,660.00
0.00 0.00 0.00 0.00 0.00 0.00
591.15 22x.08 160.00 63.00 30.23 396.00
0.00 0.00 0.00 0.00 SAN 4,200.00
37.76 216.94 250.00 33.06- 14.22 600.00
100.00 0.00 SOLO 500.00- 100.00 1,200.00
0.00 0.00 0.00 0.00 0.00 0.00
94.00 17.60 125.00 107.35- 03.08 300.00
0.00 917.40 919.00 1.60- 0.17 919.00
0.00 0.00 LOD 0.00 0.06 0.00
Me 467.10 500.00 32.90- 6.50 1,200.00
0.00 0.00 0.6 0.00 0.00 0.90
112.00 146.00 SOHO 96.00 912.00 595.00
147.21 11,382A9 16,016.00 4,633.11- 20.95 38.49A0
0.00 0.00 LOS LOS 0.00 LOD
0.00 390.00 200.00 190.00 93.0 900.0
75.61 466.18 520.00 54.02- 10.56 1.000.00
95.76 SEEM 125.0 395.72 316.50 300.00
100.00 146.10 350.00 203.90- 50.26 040.00
0.00 0.00 0.00 0.00 LED LOS
0.00 26.77 100.00 1111.71, 100.77 100.0
0.00 75.75 00.0 45.75 152.43 300AO
120.00 953.48 350.0 603.48 172.42 Own
5.07 2,201.30 2.250.00 40.62- 2.16 5,400.00
100.00 514A2 550.511 35.18- MA 900.0
26.73 41.266.20 4!,117.00 1.050.00- 4.29 100.4E1640
6.72 340,007.33 551.306.00 2.417.67- 0.60 037.236.0
113.03 24.358.60-
am m
29.129.00-
s.®em s o®
4.710.32 16.38 63.377.00-
omaam
S.
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN SSW
DATE: July 25,19% for Sousing and MMovelopmeot Authority Meeting of August 1, 1996
TO: Anne W. Hurlburt, ve Director
FROM: Edward Goldsmid. LA Supervisor, Milt P>j ou ' S ltawugper. Mary y
Olson, Housing Irntern j0/
SUBJECT: imposed Guideline Changes to the HRA's Sousing Rehabilitation Grant/Loan
Program
At its June 20, 1996 mooting, the HRA board gave approval for stats' to develop revised
program guidelines for the City's Housing Rehabilitation Gmm/Loan Pmgwm. Some of these
F0PDSMd changes relate to program changes recently adopted by Urban Hennepin County for
their program. Those guidelines took effect on July 1, 1996.. Staff is recommending adopting
guidelines similar to Hennepin County's with some modJrations.
The following pages contain descriptions of other programs that the HRA can use to assist
Plymouth homeowners, the goals and proposed program changes as discussed at the June
meeting, and.additiond proposed changes. Upon approval of these proposed changes by the
HRA Board, stats will draft revised program guidelines for adoption by the Board at a future
meeting.
We recommend that the PRA Board give conceptual approval to the following changes to
the Plymouth Horsing RebabWtaden Grant/Loan Program mod direct ehfr to develop
revised program guidelines implementing these changes for conslderatlon by the Board at a
future meeting.
J
DATION OF OTEUM RFBAABHdii'ATION PROGRAMS
A major intent of the program revision is to talcs advantage of other bome rehabilitation
programs to assist Plymouth bomeowaers. To aid the Board in reviewing and evaluating the
Peed program changes, we are providing .do following brief descriptions of time Other
rehabilitation programs:
Mkm9Wta Harslog Phunce Agency OWA) Pnageams:
There are a total of five DHEA programs. The first throe listed below are administered by theHennepinCountyOf= of Planning and Development (HCOPD) for suburban Hennepin
County. HCOPD staff assemble the loan package and send it to MHFA for approval or
denial:
1) Defenvil Loan Program
This program provides deferred payment loans which can assist low-income hornaowmus
in financing home improvements directly affecting the safety, habitability, energy
efficiency and accessibility of their homes. A total of $8.5 million was appropriated in
September, 1995 for a two year period. Suburban Hennepin County's allow was
231,600, of which approximately one half has been spent as of mid-July, 1996. General
program criteria are:
Maximum annual adjusted household income of $10,000
Maximum loan amount of $10,000
Loan is forgiven after ton years. Should the borrower sell, transfer or vacate the
property within ten years, the loan must be repaid.
2) Accessibility Loan Program
This program works in wajunction with the Deferred Loan program, providing additional
funds to finanoo home improvements directly affecting barMuspped accessibility in the
home. A total of $800,000 was appropriated statewide in September, 1995 for a two
Year period. MHFA reservas the specifod amount for each approved loan. All the moseyhasbeenexpendedforthisbiennium, with no new appropriation expected until September
of 1997. General program criteria are:
Program provides up to $5,000 of additional funding for handicapped accessibility
For households where one or more members have a long-term physical disability that
substantially affects hoctioniog in the bane
Maximum adjusted annual household income of $18,000
Loan is forgiven after five years, unless the borrower sells, transfers or vacates the
property during that five-year period, in which case the loan must be repaid.
3) Revolving Loan Program
This pragrain provides rehabilitation financing for low- and moderato -income homeowners.
It is typically "piggy-" with the dekrred Wan program when additional funds are
needed, or used solely when the client is not eligible for the deferred loan program or the
MM qualify for The Great Minnesota Fix -Up Fund. A total of $5 million was
appropriated statewide in September, 1995 for a two year period. MHFA reserves the
specified amount for each approved ban. Suburban Hennepin County used $42,000 in the
first year and projects a similar utilization for the second year. General program criteria aro:
Maximum anmral adjusted household income of $18,000
Maximum ban amount of $10,000, with additional bans possible after two years, with
the total ant to exceed $15,000
Applicant must be able to make a minimum monthly payment of $20, based on an
affordability worksheet.
396 loam interest rate
Maximum loam term of 15 years
Daugoated private leaders are the authorized originators for the following NWA loam programs in
Plymouth (with the possibility that HCOPD may be authorized in the near future):
4) Home Energy IA= Program
Ibis program enables homeowners to increase the energy efficiency of their home. NWA
raises foods as needed to meet the demand and projects that a total of $5 million will be used
during the 1996 calendar year. Daring the 1995 calendar year, 191 loans were approved,
totaling $660,100 in suburban Hennepin County; Plymouth had four of these loam for a total
of $17,200. Neighboring suburbs of Minnetonka and Maple Grove each used $56,300 (18
bans) and $30,100 (nine loans) respectively. General program criteria are:
Installment loan
Minimum ban amount of $1,000 and a maximum loan amount of $5,000
No maximum borrower income limits; however the borrower must be credit worthy
and be able to repay a ham.
8% interest rate
Maximum ban term of 5 years
5) The Great Minnesota Pix -Up Fund
This program provides home improvement loans to assist homeowners to improve the
livability and energy efficiency of existing bousing. NWA radars funds as needed to
meet demand, and projects; that a total of $20 million will be used during the 1996 calendar
year. During the 1995 calendar year, 68 loans wee approved, totaling $464,500 in
suburban Hennepin County; Plymouth had throe of time bans for a total of $23,500.
Neighboring suburbs of Minnetonka and Maple Grove each used $10,500 (throe loans) and
43,200 (sever boos) respectively. General program criteria are:
Installment ban
Maximum annual hone e;ald income of $44,000 (80% of area median income), not
adjusted for family size
Applicants most be current on all credit obligations, have a monthly debt to income
ratio that does not exceed 40%. and have a minimum income that enables them to
repay a loam.
Maximum loan amount of $15,000; any loans over $2,500 must be secured with a
mortgage.
Interest rate of two, four, six or eight percent basad on projected income at the time of
application. The eight percent interest rate becomes effective at incomes of $21,000
and up.
Amount of the loan along with all other liens on the house cannot exceed the market
vahm of the house
Maximum lase two is 13 years. Leans are not assumable, and are due upon sale of
the property.
Most improvements for livability and ear drwiency are eligibb with some
designated ineligible improvements.
Sustainable Rssouroes Center (SBC)
This program, supported by the State of Minnesota with funds from the U.S. Department of
Energy, provides grants to improve the ena;,•v efficiency of homes in suburban Hennepin
County. A total of $279,000 was made available to SRC as of July 1, 1996. Their goal is to
assist approximately 140 units in the am 12 months. (The average grant is about $2,000.)
Following is some general program information:
Energy audit is done to assess what the home needs to make it more energy efficient.
Attics and walls are insulated, air leaks sealed, and furnace problems fixed free of charge.
For householders receiving assistance for their home heating bill and referred by an energy
assistance program, the maximum adjusted gross income limit cannot exceed 135 % of
poverty love1. (Households are qualified on the basis of the past three months of income.
For a household of one person, the adjusted gross income for throe months cannot exceed
2,630. For a family of four, this amount would be 35,113.)
For households not referred by an energy ass program. the maximum adjusted gross
income limit cannot exceed 12596 of poverty level.
Mimmegesco's Weatbexizatlon Assistance
This program is operated by the Center fory and Environment (CES) for Minnegasco.
CRE's goal is to assist up to 435 hones for year 1996. As of July 1. 1996
approximately 300 homes have been assisted. t3 program criteria are:
Minnegesco customer.;, at their request, are pided a home energy analysis to assess the
home's weatbah ation needs that will have the biggest impact on lowering gas bills.
Mimegaaco will do up to $1,500 of free work, which could include: insulating attic, wall
and basement rim joists, and sealing air leaks.
The maximum adjusted gross annual income limit cannot exceed 185% of poverty level.
Tor a household of one person, the annual income cannot exceed $13,820. Fora family
of four, this amount would be $28,028.)
Com comity Action for Suburban Hennepin (CASH)
This is a non-profit 501c(3) community action agency serving Plymouth and 42 other
municipalities in suburban Hennepin County. In addition to crisis intervention and tenant
advocacy and organizing programs, CASH operates a full -cycle homeownership program,
which includes the following features:
Homebuyer Counseling program which provides free workshups on the home purchasing
process, and one-to-one counseling for persons interested in purchasing a home.
Foreclosure Prevention Program that provides counseling and financial assirtanmoe to
homeowners laving dd iculty meeting their mortgage payments through assistance with
budgeting, credit cornaeling, refinancing and. advocacy with investors, mortgage
companies and insurers
e A third program is currently being developed to assist lower income homeowners to stay in
their homes through sweets to various home improvement and home mainteoae training
programa.
FBOFOS>® PROGRAM CHANGFB TO T= aff is
CDBG HOUSING RFBAABMIZaWN GRANT/LOAN PROGRAM
Goal #1: Maximize the amount of foods available for home rehabilitation by utilizing all
appropriate Minnesota Housing Finance Agency (MMA) and other program funds
before using City program funds.
To maximize available assistance from MHFA and other sources, the HRA will need to work
directly with homeowners to assess and facilitate their eligibility for other assistance. Under the
current City program, it has not. been necessary to assess applicants' ability to repay the
assistance provided. The City has only been concerned that debt on the property not exceed
value and that the amount of the repairs not exceed 30% of the market value of the home.
Homeowners who appear eligible for one of MHFA's programs, but who indicate in their pre-
application questionnaire that they have a mortgage delinquency or other credit problems, will
first be encouraged to participate in a credit counseling program. After credit problems have
been satisfactorily resolved, do Deferred or Revolving loan applications can be forwarded to
HCOPD for eligibility assessment by hWA.
Applicants for the Grp Minnesota Fix -Up Fund and Home Energy loans will be referred to a
local lender. All applications rejected for hWA funding would still be eligible for City
assistance according to CDBO gold&=. Homeowners unwilling to pursue counselinS
assistance or who are unwilling. to resolve existing credit issues irslependemly would find City
funding restricted to certain essential improvements. Funding for these applicants would be
limited to the following repairs in the priority given:
1) Emergency/health and safety
2) public sewer and water book -up
3) Major structural work, where the home's strut dust integrity (Le. foundation,
beams, walls and root) is *anpn raised and is in need of prompt repair to prevent
further damage or deterioration to the home
4) Major internal systems (i.e. plumbing, beating, water, electrical) that are functional
but need replacement or upgrading under current code requirenm a
S) Other code violations (e.g. lead-based paint)
6) Energy loss reducxion/efWency improvemema
Homeowners in need of energy related improvements will be referred to either the Sustainable
Resource Center (SRC), the Center for Energy and Environment (CEM and/or MHFA'a
HOme BOM Loan program(s). Should funding not be available from those sounoea or the
homeowner fails to qualify, the homeowner would be directed to other MHFA and/or City ,
programs.
1101IN
G@dAL- Require that HRA loans with an added nominal interest charge be repaid upon sale
of the house.•
97h1s goal was tig apprornsd by the HRA Bond los fawt 4f b8 disennedjItid ei at a
More bond noo*g.
City loans will me for a tem: of 30 years without intend. Beginning after the end of the 20th
year, ten percent of the principle of the loan will be forgiven each year until the entire loan is
forgiven at the aid of 30 years. Should the improved property be sold, vacated or rented
while the repayment agreement is in effect, the loan must be fully repaid. No interest will be
charged; only the principal will be repaid. The current program requires full repayment of
principal during the fust ten yam with ten percent forgiver each year thereafter, until the loan
is fully forgiven after twenty years.
G=1 #3: Streamline the approval process so that the program is mom *user friendly'.
Penns interested in applying for available programs will be sent a brief pre -application
questionnaire, homeowners who appear to Ave good credit and who would clearly qty
only for The Great Minnesota Fix -Up Fund an drli)r the Home Energy Wan program will be
directly referred to a leader that administers those loan programa. N the applicant appears to
have unresolved credit issues, they will first be referred to the CASH credit counseling
program prior to making application with the local leader. i Those homeowners who appear to
be eligible for other MHFA, City, SRC's or CES's programs will be scheduled for an
Interview. During the interview, staff will discuss further the homeowner's improvement
needs and provide information on available programs. The following actions, where
appropriate, will then be taken with regard to:
Home energy improvement programs offered by CES and SRC, or MHFA:
Wbere the applicant appears eligible for either CES's or SRC's programs, an application from
the homeowner along with the required documentation would be made to the appropriate
agency. Notification of action taken by the agency will go directly to the homeowner with
City staff will be familiar with dw underwriting criteria for Fix -Up Fund and Home Energy
Wan programs to help ensure that referrals to lenders will be approved by MHFA, thus
helping the Ivan application process be more "user friendly". Similarly, as a full -cycle
homeownership service provider, CASH may also have other programs to assist the `
homeowner. Staff will be familiar with these other services in the event that out or more of
thea could be potentially helpful or even more appropriate for the homeowner.
a copy to the City. Where approval Is granted, iospecdons, improvements and administrative
work will be done by SRC and/or CIIB persound.
Applicant that appear to be over -income for both the CM and SRC programs will be rdbnvd
to a local lender to male appli:adon for MHFA's Home Hmergy Lmn program. The
application materials will be fortvarded to that lender to use as appropriate.
e Basic home improvement programs through MHFA or the City:
Where applicants are interested in general rehabilitation, they will complete a City/MVA
application form? Any aP1+Puant not comae on mortgage payments or who appears to have
other credit problems will be refereed to CASH for credit counseling. Aft completion of
counseling, the homeowner will either verify the initial application is still current or, if
necessary, fill out a new application. Stats will review the information in the updated
application to see for which program(s) the applicant would qualify. U it appears the appilcam
Is income eligible only for The Great Minnesota Fix Up Fund, the applicant will be referred
directly to a local lander. Information provided on the application will be forward, with the
applicant's approval, to that lender.
N the applicant appears to be eligible for hMA's Defend and/or Revolving Loan
program(a), the application slang with appropriate verification authorizations amd a release of
information form will be forwarded to HCOPD for eligibility assessment by NMA. The
HCOPD provides a prefendrcv for applications that seek to combine the use of bMA and
other program funds. Ail verification information obtained by HCOPD will be shared with the
City to assist City staff in evaluating the applicant for its program.
If the application is approved by MMA and the City, the City will work with HCOPD staff to
assemble the best possible loan or grant combination for that applicant based on their
hnprovemem reeds, current debt and ongoing housing maintenance expenses. Finally, the
City will enter into a sub -contractor agreement with MMA to share in the administrative
reimbursement HCOPD receives for proeoft each loam.' In exchange, the City will work
with the homeowner to ensure the MHFA application form is complete, as well as performing
the required initial and fmal inspections, the results of which it will share with HCOPD.4
Applicant exceeding MMA income guidelines, will be referred to a local lender to make
application for The Great Minnesota Fix -Up Fund. Depending on the amount of
3 To facilitate the application process the bWA application form will be used for City
programs with a City addendum form for any additional information needed for City or other
Programs.
HCOPD receives 14% of the value of each loan approved. This would be $1,400 fora full
10,000 loan. The City will be negotiating for some percentage of this 14% fee, which will
be based on staff time spent on each type of administrative task (i.e. assisting the client with
the application, doing verifications, and doing the initial inspection, the scope of
improvements, and the fmal inspection. Ail other tasks must be done by both the City and
HCOPD.
4 The City has already done a few combined scans and has found that minimal additional staff
time is needed.
improvements.needod, the City will also contribute CDBO funds. As the Omen Minnesota
Fix -Up Fund loan process does not require an inspection, the City will use its own lospeamn
forms and process as part of its CDBO loan program nWhemeots.
G1.041: Increase the overall number of EIFA and META home rehabilitation clients served
through marketing of both programs.
The City will mom aggressively market its own as well as other available home rehabilitation, energy
reduction and other home improvement and maintenance programs by engaging in one or prom of the
following marketing activities as appropriate during the program year (list riot exclusive):
Possible Activities:
Program advertising (brochundflyers) of City and other available programs at banks,
community centers, businesses that sell home Improvement items; some businesses with
high walk-in traffic, and City Hall.
Staff a booth at area remodeling fairs.
Encourage the local newspaper or local cable TV to do a story about a bomeowner who has
benefited frons one or mom home improvement programs while offering information on
how to apply.
Regular promotions In the city's nnewwdeftr and on cable Tv.
Include a flyer/brochure in City water bill mailings.
i) Treatment of Assets In D@&MMWI= FAAbllftv
Mik dnange jollowa top on an indlvfdnal care couddurd by the board In Apol, at Neh die the
bond negw,aed a reWsion In the gulMnea to make their r eoporue cmulatent for aU cileng.)
In determining applicant eligibility the current Section 8 program treatment of assets will be
used. 'Ibis treatment focuses on the earnings from existing saw rather than the actual market
value of those assets. Thos income is be combined with other income and, if it is under the
appropriate income limit, the homeowner would be eligible for the City's prograrm.
The City's program will permit deduction of extraordinary medical expenses° for applicants
whose gross annual income exceeds the program's income limit of 60% of area median
5 Extraordinary medical expenses am defined by the Urban Hennepin County CDBO program
according to Section 8 guidelines. Medical expenses that exceed 3% of a household's annual
income are considered extraordinary. Recurring expenses are, for example, medical
insurance, prescriptions, or regular payments for a medical debt that the client is required to
Income, but is less than 80% of area medias row=. ff. after this deduction, Weir imx:+m is at
1 or below 60% of area median income, they will be eligible for the City program.
J
3) Imago Value Ratio
The r crurrenWy requires that the amount of the repairs be no moan thea 30% of We mado
value of the boom. Staff would lilac to change this requirement to instead evalume an
application on the basis of dere amount of the loan along with all other liens on We home. The
new requirement would matte an applicant ineligible J the total amount of all current liens plus
the value of the proposed loan exceeded 90% of the assessor's market value of We home. This
change eocourages Investment of equity in the home, and better supports older homeowners
who have such equity Invested in their hose, thus potentially allowing them more
rohabilimlon loan value for which they may not otherwise be eligible miler present guidelines.
l"M 7
Upon receipt of Its yearly appropdadwn of CDBO.funds, the city will set aside $10,000 of its
budgeted rehab funds for emergency applications. These funds are to be used for lase lames
in used of urgent repairs to keep the dwelling habitable, In the event that other program funds
have already been committed. Any of these funds not expended by the and of the program
year will be rolled over to be used as part of the following yeah $10,000 so -olds.
Upon inspection of an approved applicant's home whore regular maimensaoe is needed, the
appllwnt will be eocoumged to participate in a CASH hone maWmaoce training class or
obtain other appropriate assistance. The applicant would be Waited to approval for repairs
similar to those applicants who choose ant to resolve existing credit issues. Upon completion
of the hone maimeeance training class or other assurance, additional rebab funding would be
available to the applicant.
pay on a monthly basis, and which are expected to continue indefinitely or for at least the next
12 months.
5 Ph - 1- 1.&W
G*.
DATE: July 19, 1996 for Housing and RodevPbpmeut Authority Meeting of August 1, 1996
TO: Anne W. Hudburt, Executive Director
FROM: Melissa CaraicelliWHHousing Technician through Edward J. Goldsmit8; HRA
Supervisor r
SUBJECT: SECTION 8 RENTAL ASSISTANCE PROGRAM ADMIMSTRATIVE PLAN
The Department of Housing and Urban Development (HUD) requires that housing authorities
participating m the Section 8 taunt -based rent assistance programs obtain HRA Board of
Commissioners approval of the housing authority's administrative pian.
Previously, Plymouth had an Administrative Plan and Occupancy Policy Standards. The two
documents were merged into one and approved by HUD in July, 1995. Effective July 3, 1995,
HUD no longer approves administrative plans, but does require local Board approval. Stats has
recauly revised the Plymouth HRA Administrative Plan to conform with all issued regulation
changes to date.
The major changes to the Administrative Plan are:
Addlttond eUgtbIft regdrewX of having d*=htp or ftnigradon smart
HUD now requires participants to bave U.S. citizenship or eligible immigration slaws. The
Hitt requires a written declaration of participants' citizenship or inunigration status.
Immi&.gd n status is verified through the Immigration and Naturalization Service. Eligible
citizenship or immigration status has been added to the eligibility requiremem.
Addit1&w1 hw* ob/igWons QfPwdclpadwt, alnud at Incrnnatng arrant rupanstblllry
HUD has expanded the number of family obligations. The expanded list now includes:
providing evidence of citizenship/immigration status, not causing Housing Quality Standards
HQS) violations, not committing serious or repeated lease violation, std giving the HRA copy
of any owner eviction notice. Violating any of the family obligations is grounds for termination.
These new obligations have been added to the program information provided to new and
recertified participants.
NR! mast provW ltmlted bPr melon toprospsatve Awdkrds grpregram parwcom a
HUD requirm the HRA to reveal the current address and currem and previous landlord of a
participant to prospective landlords. The HRA has the option to provide other information to
prrepective landlords. The HRA has chosen to limit the information provided to knowledge of
damage claims, unlawful detainers, and evictions; which will only be given with an attlorh atio n
from the participant. This process has been added to the release of information during unit
selection and leasing.
Inose /n natant responslbllites with regard to Housing gouty Standards
Previously, owners were held responsible for all Housing Quality Standards (HQS) violations.
The tenant will now be held responsible for violations caused by the family's failure to pay for
tenant-supplied utilities, the family's failure to provide and maintain tenant-supplied appliances,
and damage caused by family numbers or guests to the assisted unit or premises. Resolving
these types of HQS violations has been added to the fancily responsibilities.
Ellntrmtlon of iling Vdamage and vacancy lets etla/ncs dhr+ough housing audwd&
Pn vaasly, landlords could file claims for vacancy lass and damages to the unit through the
HRA.. The regulations now state local housing agencies are no longer processing these claims.
LmAlords will need to obtain reimbursement directly from die tenant. The HRA will continue to
process such claims for toam under HAP contracts executed prior to this regulation change.
The provision dot the contracts contain the forner language allowing the submission of damage
and vacancy less claims has been added.
HRt discretion to dimpprovae pardeouton iVowiers
Regulations now state the HRA cannot approve a unit if the owner is disbarred, suspended or
subject to a limited denial of participation under Section 8 requirements. The HRA may also
deny owner participation if the owner has violated a HAP contract, commiU;d freud, bribery, or
any corrupt or criminal act in connection with any federal housing program, engaged in drug-
trafficking, demonstrated a history of renting unfits that fail State or local housing coda or not
paid Sate or local real estate taxes, fines or assessments. These requirements have been added to
owner participation.
Additional rmsmtr for rerrNnadah or dental 4'rent asslsw=
HUD has expanded the reasons rent assistance may be terminated or denied. The list now
Includes eviction from psbiic housing, termination under Section 8 programs. and engaging in or
threatening abusive or violent behavior towards HRA personnel as grounds for termination.
EUmbo lwn tf owwr termination notcrs
HUD has eliminated the "endlesv lease". The regulations sated landlords could not terminate
tenancy without cause, and terminating tenancy due to owner opt-out or expiration of the HAP
contract required a 90 day notice to tie HUD field office. This has bow changed. The landlord
crust still have cause for terminating tenancy during the lease tam but, may choose not m renew
a i;ase at any lease ending date wit out•cmnse. The requirement of owner termination notices to
HUD has been deleted.
PlynmmA MU Adwkirtradon i0ectlon 8 Housing Vowkrs
The HRA has taken over administering Section 8 Housing Vouches of those voucher holders
residing in Plymouth. The administration of these vouches was previously done through
Metropolitan Council HRA. This addition to the Plymouth program has been added to
Plymouth's portability procedures.
I therefore recommend that the HRA Hoard of Conuaksioners adopt the attached
resolution n wkft the local polidas for the Section 8 program in Pyrmatth, in accordance
with applicable HUD reguhatMns.
srar,r.w
REVEiG LOCAL POLICZB OF THE SECTION 8 RENT ASSISTANCE PROGRAM
WHEREAS, the U.S. Department of Housing and Urban Development (HUD) has required
housing authorities to adopt a written administrative plan that establishes local pekes for
administration of the Section 8 rent assistance program in accordance with HUD requirements;
and
WHEREAS, gaff has revised the administrative plan to be in ac ceirdance withaU curmat HUD
npkdoos and other requirements;
NOW, nIER IMB, BE IT EMREBY RESOLVED BY THE HOUSDiG AND
REDBVBL )PNMNT AU HOEW OF THE arY OF PLYMOUTH, BW4M0TA, that
the authority adopts the attached Section 8 Admbdstmdve Plan detailing policies for which the
housing authority has discretion to establish local policies, in accordance HUD regulations.
Adopted by the Plymouth Housing and Redevelopment Authority on August 1, 1996.
m
ADMINISTRATIVE PLAN
Iwk ding Admissions and OccWwcy Polieles)
SECTION 8: HOUSING ASSISTANCE PROGRAM
EXISTING HOUSING
HOUSING AND REDEVELOPMENTAUTHORITY
IN AND FOR
THE CITY OF PLYMOUTH
OWiwd July, 1996)
V. ONGOING OCCUPANCY
A. Reesaminal m
B. maim Reviews
C. Rem Detamimdon
D. CompWnta
E. Family Absence from Unit
VI. TERMINATIONS
A. Tamimdom by Pafdd!mt
B. Tamimdom or Denials of Assistance by the HRA
C. Tamimdoos by Owns
VII. DAMAGE CLAIMSIVACANCY LOBS/REPATMEN ' AGRERNEiIS
A. Gemral'
3. Damage Claims
C. Vacancy Loss
D. Right to Appeal CWm
E. Repayment Agree MU
VUL CER'TIFICATS/VOUCHER PORTABHZrY
A. Gemral
B. DdfWdAm
C. PortabUity Procedures
UL PROGRAM PROCEDURAS AND REVIEW
x INFORMATION
APPENDICES
A. EQUAL OPFOKU TY PLAN
B. DEFINMON OF INCOME AND ASSETS
C. FEDERAL SELECTION PREFERENCES
D. SUBSIDY STANDARDS
B. INFORMAL REVIEW AND HKAWG PROCEDURE
F. CLIENT PORTABUX Y FACT SHEET
G. U`fU Y ALLOWANCE SCHSCUIRFAIR MARKET REM
E. INFORMATION PROVIDED 1Y BRIEFING PACK=
1. INCOME LIMBS
J. ORGANIZATIONAL CHART
2;
21
22
23
23
23
23
23
24
25
25
23
26
26
26
r
27
27
27
28
31
37
47
53
SS
61
63
65
0
b. AUne6 do Inst of persona who will conduct any brieft sessions and to
staimmeat Of the Iralft aeb has received or will receive .rgardingimplemeatatbnofloud, Stat sod Federal fair bonds,•. laws.
Denise Hua and Melissa Carnicelli; In-house training, HUD workshop training
sessions, Nan McKay seminars.
orgaokmdm or groups will now In the
Briding sessions will be conducted by staff, with maistaaoe from an interpreter
if necessary for translating program information for hearing impaired clients.
d. Stiplain the procedures that win be followed whea flamilims eneouoter
dberhalundon (altarb Writ sheens If Deeded).
Families are instructed to contact us or the HUD area office regarding anyhousingdiscrimination. They are given a copy of 'Fav Housing It's Your
Right' HUD-12fi0-FHEO in their initial briefing session. Families aro eef .
to the Minnesota Depa went of Human Rights and the Fav Housing Division
of the HUD Area Office.
F. STAFFING
L What is the FKA's experience iD administering a bombs program for a racially, mad dhda* varied papidelm,
ymout6ash carried out a program of equal housing opportunities for a racially and
ethnically varied population since its inception. The Authority continues to pursue a
program of fav housing and equal opportunity for all applicants and participants on
Authority program.
E. Describe the modleF hadmition hiring policy for staff for this program and
hwkmb P - racial eootpoddm of rich doff by ddr-
A new senior cleric/typist position was recently advertised in various minoritynewspaperstoencourageminorityapplications. Racial Composition of staff:
Executive Director-White/Ceuc siso; Housing Supervisor-White/Caucasian, HousingTechnician-WhIN/Caucasian and Senior Clerklrypist-Position vacant.
3. Attach a copy of the MA's ARhmaUve ActiD Empleymmt plan, if any.
Attached is the City's Equal Employment Opportunity Policy Statement.
4. Atimb a copy of hubvellons given to an employers regarding eoospilaooe with
local fiats and Federal fair houshtg haws.
Attached is the city's Equal Employment Opportunity Policy Statement.
G. OMM
Plasm describe other aspects of your Equal Opportunity Housing plan not adequatelycoveredbythisform.
34
L Describe mW apodal dFarts to eoeouege =& group(p) to appq
a. Paid adverdslog OwIlede frequmgr said me"
Advertising in minority and how city newspapers will be utilized when waiting lists aro
opened. as necessary.
b. Pres rdeases (oumba solkipatseq
Press releases will be issued to minority and inner city newspapers when waiting lists are
opened, as necessary to maintain a diverse pool of applicants.
C. Bawdnrras OWNCON R plumed)
Brochure is currently available.
d. Comm,dly contacts (ennmeate tboere phmed)
Community organizations serving special outreach groups will be contacted when waiting lista
aro opened. We will also register with the Metropolitan Council Information Line and send
out notions to other housing agencies.
e. odor
Notices over local cable television.
C. WSCIAL Z+FORTS TO BNCDURAAGE OWNER AND B== Fig I ICIPATiON
Describe elforts to be made to easounge the p udelpation of owners, I At a, property
mongges and ao chttlns t mvd wO melts in areas other than low4name or minority
1. Paid adm*lvg Mdinte fbegneoq wad media)
None anticipated. Participation has been in areas without concentrations of low-income or
minorities. The Section 8 Program has been well accepted and publicized in Plymouth.
2. Pneaa rdases(comber aolidpsted)
Press Iteleeses will be issued at time of opening of waiting lista and as necessary to promote
program changes. Brochure is currently available.
3. Braedmm psu8nte U phoned)
Apartment managerdowners are Dept informed of program changes.
4. Community contacts (an mento those Ahmed)
We currently have a good rapport with participating owners of our apartment complexes. We
recently held a Fair Housing Workshop inviting all apartment owners/managers.
s. other
An informational mailing is planned to send to all owners of rental units (single family,
duplexes. ).
32
Regular staff function ieclude, but ere not IhWW to, outremb, intake and briefings, eligibility
determinations. HQS inspections, reoatitications. monthly payment processing. coordination of
ming and OutWiRg Portability, inormation and referral, damage claim processing and financial
macagement programs.
The Executive Director is designated by the Housing and Redevelopment Authority Board ofCommissioners. The Executive Director is accountable to the HRA Bard of Commissioners A
current organization chart for the HRA stats is attached as Appendix J.
30
2. The RECEIVING HA is the housing agency administering a Section 8 Housing Assisum
Program that accepts a Cerdfieate/Voucher holder from another HA.
3. The ADMINISTRATIVE FEE Is a he earned by a HA 'or each ucdt under ccmtract with an
owner each momh. This fee is Issued to cover a HA's ongoing program administrative
4. The PRELIMINARY FEE is a one time allowance based on ACC year, earned per unit for a
HA's smut costa in starting up a Certificate program. A Receiving HA can also earn a
Preliminary Fee for justified lease up expanses for a portable Certificate.
S. The COST TO 'HELP FAMILIES WHO EXPERIENCE DIFFICULTY RENTING
APPROPRIATE HOUSING is an amount billed that an Receiving Housing Authority may bill
the Initial Housing Authority for justified administrative expenses for a household with 3 or
more mlo. m.
C.
The following procedures will be used for portability clients:
1. The family eligible for portability will notify die Initial HA of its desire to move to another
jurisdiction. The Initial HA will request the family to complete a Request for Lam Approval
form for die unit in Ire new jurisdiction.
2. The new jurisdiction no assume the role of the Receiving HA if they operate a Section 8
Housing Assistance Program. They most choose to either bill the Initial HA for the Housing
Assistance Payments (HAP) and Administrative Fee, or provide assistance to the family under
its own Certificate/Voucher Program. If the family refuses the direct assistance, the Receiving
HA can deny participation to the family.
3. If the new jurisdiction does not administer a Section 8 Housing Assists= program, the
Plymouth HRA must fulfill the necessary HA responsibilities and provide assistance to the
family in the new jurisdiction, or contract with a HA more convenient to that jurisdiction to
provide administration.
4. The Initial HA will notify the Receiving HA to expect the family; verify to the Receiving HA
that the family meets the income eligibility requirements for admission to the Initial HA's
program by forwarding all current Income worksheets, verification forms, and cnrraa
Certificate/Voucher; and confirm with the Receiving HA the duo date for the submission of a
Request for Lam Approval by die portable family. The Administrative Fee earned by the
Receiving IIA is an amount equal to eighty percent (80%) of the Initial HA's administrative
fee.
S. The Receiving HA may bill the Initial HA for a Preliminary Fee for cost justified expenses
each time it accepts a portable Cartifhcate family into its jurisdiction. It may also bill the Initial
HA for Cost To Help Families Who Experience Difficulty Renting Appropriate Housing for
families porting into the Receiving HA with three or more minors.
KI
Owners eligible for and seeking reimbursement from the HRA for dmon or vacancy loss must
Inform the HRA immediately upon learning of the vacancy. The owner must request am inspection of
the vacarod unit by HRA staff prior to any repairs pncluding cleaning) being mob. The HRA will
conduct a move out inspection prior to the end of tenancy in the presemoe of the owner or his agent and
the family. If available. The HRA will conduct its Inspection within three business days ager being
notified. Should the owner fail to contact the HRA for die Inspection, the owner will be required to
seek recourse against the tenant by court action. Based on the court's determination, the HRA will
then make its award, not to exceed the limits of the program. Before making a claim for
reimbureemmt from the HRA, the owner must first make an attempt to collect from the family. If the
family reAises to pay or does not respond to attempts to collect, a claim may be filed with the HRA.
no HRA will determine If the owner has rode a reasonable attempt to collect amounts owed from the
foully.
Any reimbursement must be applied first toward any unpaid rem due under the lease and then to other
amounts owed under the lease. A maximum of two months unpaid Num rent may be reimbursed.
B.
An owner eligible for and requesting reimbursement for damages must submit a complete itemization
of damages, repairs and cleaning charges, along with supporting documentation and receipts. This
documentation must be submitted within sixty (61) days of the lease termination or move out. Included
with this must be documentation of billing and subsequent nonpayment by the family.
The HRA whi than review all information regarding the clai•n for accuracy and completeness, taking
into account the proper notice requirement; specified in the lease and determine the amount, if any, to
which the owner Is entitled.
Under the program, claims can be paid for actual amounts due the owner for damages and unpaid rem,
up to am amount equal to two months' rem. less the security deposit actually collected or the amount
that could have been collected from the family, whichever is greater. Payments to the owner are forst
applied to unpaid rem. Reimbursemems for damages to items such as appliances, carpeting, etc. will
be calculated on a depreciation basis.
C. Yaa IUJL M
For a vacancy loss clrim with the program, an eligible owner retains the Housing Assistance payment
for the momh that rte unit is vacated, plus eight (BM percent of the total rota for one additional month
if the unit is still vacant. In claiming a vacancy loss, the owner runt furnish copies of the ds placed
for leasing the vacated unit and demonstrate, to the satisfaction of the HRA, that a genuine attempt has
been made to 11 - the unit.
D. $!
Prior .o reimbursing an owner, the HRA will notify the family of the claim amount to be paid. A
perl,d of ten (10) days will be given for a written response to dispute the claim and request an
I.tormal Hearing. No response within this time will result in the family being liable for the full
amount of the claim.
26
If the participant and landlord on do sample lease provided by the HRA, a participant may terminate
the lease with= cause at any time after the first year of the tam of the lease. The participant muse
provide a minimum of thirty (30) days and a maximum of slaty (60) days written notice to *a owner,
with a copy to the HRA. The participant will then be reexamined to determine their continued
eligibility for rant assistance. If determined eligible, tame participant will be given a Certificate to
Ionia to another unit.
If the participant and landlord have entered into a lease other than the HRA sample lease, the tams of
aha executed lease and Leas• Addendum will prevail.
B. Tenothandons or Disdals
The HRA may terminate a participant's housing assistance if:
The participant has committed any fmA, bribery or any other corrupt or criminal act in connection
with any federal housing assistance piogram;
The participant has breeched a repayment agreement with the Plymouth HRA or another HA, as
described in CFR Pat 882.210(c) of tie regulations;
The participant currently owes rem or other amounts to the Plymouth HRA or to another HA in
connection with Section 8 or Public Housing assistance under the Untied Stets Housing Act of
1937;
The participant has engaged to dnag-related criminal activity or violent criminal activity, including
criminal activity by any Family member. Drug -Wood criminal activity is further defined in 24
CFR 882.118 of the regulations;
The participant has violated any Family obligation as defined under 24 CFR 882-118;
The participant or any member of the family has ever been evicted from public housing;
The participant or any member has ban terminated under Section 8 programs; and/or
The participant has engaged in or threatened abusive or violent behavior toward HRA personnel.
If the Plymouth HRA decides to terminate Housing Assistance Payments for an applicant family, an
opportunity for an informal review will be granted according to current regulations as set forth in the
MRA's Informal Review and Haring Procedure, Appendix E. The applicant and owner will be given
30 days written notice of termination. The notice of terminations will state the reasons for
termination, the effective date of termination, the family's right to request a hearing, and the family's
responsibility to pay the full rant to the owaa If they remain in occupant' beyond the termination
date.
NOTICE OF TERMMA77ON will be seat to families failing to comply with HRA continued
occupancy regulation, Including: reexatoination roquiramoma: ; gaymwA 9jr.Mments and reporting
household changes, etc. If the tenam does not respond, x )ctice of QPNIFIRMAMON OF
TERMINATION will be sem confirming the termination and the den!;m's ropwiftity to pay full ram
KI
be conducted if the family Is moving to a new unit. Computation of the new Tow Tenant Payment.
Tom Rent. and Housing Assistance Payment will be made.
If family circumstances are such that it Is not feasible to anticipate a level of income over a twelve
month period. the Income anticipated for a shorter period may be annualized, subject to a
redetermination at the and of the shorter period: Families with no reported income will be reviewed
every 60 days and required to owrView a zero income quoatiooaWre/atsumno. Zero income will be
confirmed by sending verifications to last known employers, and income sources, Stets agencies,
Social Security Administration, and other public welfare agencka.
At the time of the annual reexamination, the family will be eligible to be considered for a larger size
unit, if applicable. This option however, will be contingent upon the availability of funds for a larger
size unit. A list will be maintained for families requiring larger size units due to subsidy standards.
Upon reemminstion, and when available, a family will be offer a certificate based on family
composition, with larger size families taking precedent.
If, at the time of a reexamination or an interim review, the HRA determines the amount payable by the
family toward the Tow Tom Payment equals the full gross rem for the unit, their HAP payment will
be zero. The unit however, shall remain under contract for a period of six (6) months unless the
family moves. While the family's Total Team Payment is sufficient to pay the full gross rem on the
unit, this shall not affect de family's other rights under dee lease, nor shall such a determination
preclude resumption of payments es a result of subsequent changes in income, rem, or other relevant
circumstances within 6 mouths from dee date of do last HAP payment.
Fallen to return required weritleadons or fall= to keep appoirdnxnts for Mmpecdons or
nmswnbudim are grounds for terminnfion of assignment.
B.
Interim reviews will be conducted who a family reports any changes in family size or circumstances, a
decrease in gross income or increases or decreases in nodical or daycare expenses that would lower the
family's TTP, an increase in gross income of $10 or more per mouth, or a cheap occurs in HUD
regulations or HILA policies during the term of the lease.
An interim rem review resulting to a decrease in Toad Tenant Payment will be effective the first of the
following mouth. Written notice of the redetermination will be sem to the family and the owner. An
increase In Tow Tenant Payment will be effective the first of the month atter a 30 day written notice
has bees given.
It h the responsibility of each participating family to report udaanges in family composition, income or
in medical or child care expenses occurring prior to the family's next regular reexamination. These
could result In a change in Tow Tenant Payment.
Failure to report changes in income or family status may result in termination from the Program. In
the case of previously unreported income, and chs 3m resulting in an increase in the participant's
obligations, the HRA will require a repayment agreement or payment in full, to recoup any
overpayment made by the HRA.
A family must report a change to the HRA and add a person(s) to pita certifrcet a and lease if they are
a guest in the household for more than thirty (30) days in a year.
0
Safety and Security
Missing doors (other than any and bathroom)
Closet doors 'off the tracks' and/or difficult to operate
missing Slobm on ailing IWO
Air conditioner not In working order
Cover panels missing from Trot water baseboard lusting vents
Windows- Walls and Ceiliaaa
Window panes with minor cracks
Water stained wells and ceilings, with w evidence of wet or loose plasm
No screws or screens that are torn or ill fitting
Cracked shelving, drawers or cabinet doors
Stained or were carpeting
Chipped the or damaged flooring that is not a swim tripping hazard
ZuK4t
Inadequate drainage causing potential hazards
Nuisances which cause potential hazard or violate City ordinances
D.
In order to ensure that hhspectons are adhering to Housing "Ity Standards and aro providing'
combsem determinations, the HRA will review a sample of the completed inspections. Quality
Control inspecdoaa will be done on a random five (S) percent of the nes and renewed units under
contract each year to ensure the uniform immpretation of the 'HQS. "Ity Control Inspection will
be done according to Chapter 5.12 of HUD Handbook 7420.7 Inspections will be conducted by
per oo(s) other than the original inspector.
E. S c14L
Families are responsible for paying the security deposit and any required utility deposits. An owner
may require a family to pay a security deposit at the time of the initial execution of the lease.
The deposit for a newly leased unit is limited to an amount no greater than the amount collected from
the owner's non-assiaad tenants.
For ismillss leasing in place, the owner may retain the original deposit collected prior to the family's
participation on the program. Families leasing in piece who previously paid a security deposit amount
equal to thirty percent of the family's monthly aQusted Income, one mouth's Total Team Payment
MM. or S50 must pay the dif%rence between the amount actually paid and the current security
deposit amount, unless the new rent increase Is at or below the annual adjustment factor (AAF).
20
the management end mahmeseuoe services available in the structure or complez. The HRA may
request a landlord provide cop' - -4 no rolls to assist the HRA in determiaog rent reasonableness.
The HRA can disapprove a lease for a unit with rent dam Is not reasonable, based on rents currently
charged for comparable unassisted rental units. Each lease disapproved due to rent tae is not
reasonable will be documented in the participant file.
Befare approving a low, the NRA will inspect time unit for compliance with the Federal Housing
Quolity Standards (HQS). These are established in accordance with die regulations set forth in 24 CFR
882.109 and the HUD Inepection Form, for assurance of a decent, safe, and sanitary unit.
If the HRA's inspection reveals that a new unit contains HQS violations, the HRA will notify the
owner and die family that the unit may not be leased under the program until all deficiencies are
coffmw.
The team will be hold responsible for the following HQS violations. `no HRA may terminate
assistance to a family for time HQS violations:
failure to pay for warm -supplied utilities;
failure to provide and maintain tenant -supplied appliances; sWor
damage caused by household members or guests to unit or premises.
If, on ro r atificetion, a current participant's unit fails Inspection, the appropriate party (owner or
tenant) will be informed In writing of the defects to be corrected in order for the unit to pass HQS.
The notice will describe the seriousness of the def leacies which aro In violation of the HQS and
require that the conditions be on mand within the following time periods, basad on the nature of the
violations:
If there are serious deflckacies which present an immediate danger to the health and safety of
due family, the HRA will require the appropriate party to correct the deficiencies within 24
hours. If the defieiencles occur In a unit already under contract and aro the owner's
responsibility end the owner does not correct the situation, the HRA will absts housing
assistance payments and terminate the Housing Assistance Payments Contract in accordance
with the terms of the Contract. The HRA will assist familles In locating a new unit. If the
family is responsible for the deficiencies and does not correct the situation, the HRA will
terminate malsteace.
If there are deficiencies of a moderste nature that do not Immediately affect due health and
safety of the family but aro violations of HQS, do HRA will require the si propriate party to
correct the deficiencies within 30 days. At this time, the HRA will notify the owner, If
responsible for deficiencies, that this serves concurrently as a 30 day notice to abate housing
assistance payments, and terminate the HAP contract, in the event the repairs are not trade
within 30 days. If the family is responsible for the deficiencies and does rat correct the
situation, the HRA will terminate assistance.
is
Child Gro Expenses. Ibis Includes amounts anticipated to be paid by tie family for the care
of children under 13 years of age, and only where such cane is necessary to enable a family
member to be gainfully employed or to further bk4wr education, and only such amounts that
aro not reimbursed through other sources. In cases where weekly child can expenses are
dif%rem for the school year and school vacations, annual calculations will be based on thirty-
nine (39) weeks for the school year and thirteen (13) weeks of school vacation. In cases where
child caro expenses aro on a per month basis. the calculations will be based on a nine (9)
month scbool year and throe (3) months school vacation. No deduction for child caro will be
allowed if a parent is at Lome unless, proof of Inability of the parent to provide daycare is
verified by a doctor's statemem.
The Total Tenant Payment (ITP) is calculaad from die family's adjusted income. Thirty (30) percent
of the monthly adjusted income, ten (10) percent of the annual income, or $35.00 whichever is more,
is the family's Total Tenant Payment. Team Rem is equal to the TTP, less tie Utility Allowance.
Once tie Tenant Rem is established it will remain in of m until the next scheduled reexamination or
until circumstances occur, such as a change in regulations or family income, that warrants an interim
rem mWor income review. Interim changes and annual reexaminations are further discussed in
Section V.A. and V.B.
Tie Utility Allowance is bated on an average monthly cost of utilities not included in die rem. that k
die responsibility of tie famil. occupying tie waisted unit. The HA hes established schedules of
allowances .for each unit type aid bedroom aim of leased housing. The Utility Allows= shell be
established each year. A survey of tensm usage as well as a survey of utility increases will be used to
establish new rates.
G.
Certificates will normally be issued for a period of sixty (60) days. If a family is unable to find an
acceptable unit within 60 days due to low vacancy rates or other hardships, extensions will be granted
on a case by case basis aft 60 days, but, will not exceed a total of 120 days. Applicants who fail to
eomact the HRA before the expiration of their original 60 day certificate will be Ineligible for
extension and their certificate will be considered expired. If the Certificate expires and the family has
not found an acceptable unit. or requested an extI lon, they must reapply for Rent Assists= when
the waiting list is open to am applicants.
A suspension, stopping the clock on the term of the certificate, not to exeesd 120 days, will be granted
If the family has submitted a Request for Lase Approval form during the term of the certificate for
such period up to the time when the HRA approves or denies the request.
In tie event of a family separation, tie family members who remain in the leased unit will retain
possession of tie Certificate and be eligible for continued participation in the Program. If family
separation is tie result of divorce or separation under a settlement or Judicial decree the HRA will
follow any court determination of which family members keep the program assistance.
Families requesting Certificate extensions or help in finding a unit may be individually counseled. The
HRA maintains a list of apartments eligible for participation in the Section 8 Housing Assistance
program.
16
Applicants determined to be ineligible and/or not meeting the criteria to qualify for a Federal
Pretereaoe will receive a written notice of the determination stating that they may request an Informal
review of the decision within 30 days. This procedure will be conducted according to the Informal
Review and Hearing Procedures, contained in Appendix E.
D.
Information packets and other helpful materials will be given to the family at the briefing session In
accordance with 24 CFR 882.209. Applicants will receive information on the Fair Market Rout used
to calculate subsidy, total tenant payment, tenant vent, portability and tenant responsibilities.
Portability procedures are further outlined in Section VIII.
Special services will be provided to families that need an interpreter, or who appear to lack
comprehension of the Program. Social workers, counselors, and/or relatives are encouraged to attend
the briefing session with the family.
Information on other social services, such as employment training opportunities or area day care
providers, may be provided. Referrals will be made at the applicant's request or when a need is
appy
Information on available units may be provided as needed; however, it is the participant's
responsibility to locate an appropriate rental unit. The HRA may assist elderly or handicapped persons
or families experiencing difficulty in locating a unit. Neither in assisting a family in finding a unit,
nor by any other action may the HRA directly or indirectly reduce the family's opportunity to choose
among the available units in the housing market.
Obligations of the family under the Program will be clearly reviewed with the family at the briefing
and included in the information packet. These obligations are also set forth in the Certificate of Family
Participation. A family participating in the Section 8 Housing assistance Program must:
Supply soy income mon, certification or documentation which the HRA determines
necessary in.tbe administration of the program. This information may be used for a regularly
scheduled or interim reexamination of family income and composition in accordance with program
requirements;
Allow the HRA to inspect the dwelling unit at reasonable times and after reasonable notice;
Use the dwelling unit solely for residence by de family, and as the family's principal plats of
residence;
Not enW in drug-related criminal activity or violent criminal activity, including criminal activitybyanyfamilysosober• Drug related activity is further defined in 24 CFR 882.118 of the
regulations;
Provide evidence of citizenship or eligible immigration status;
Not come HQS violations relating to tenaat/guest damages or tenant-supplied utilities and
appliances;
Not commit any serious or repeated lease violation;
Notify owner before vacating unit and give HRA copy of the lease termination notice when notice
is given to owner;
Promptly give HRA copy of any owner eviction notice;
Promptly notify HRA if any family member no longer resides in unit;
Promptly infornm HRA of birth, adoption, or custody of a child and request HRA approval to add
any other famUT m; :ober;
by the HRA), aha family shall be given a new Catifitxoe of Family Participation providing for housing
assistance payment: for occupancy of another approvable unit, if:
1. The family provides reasonable notice (at least 30 days) to the HRA of its intention. to
vacete;
2. The HRA O;sermines that the family is in eompliaice by giving proper. notice to the
owner;
3. The HRA determines that the family continues to be eligible for such assistance; and
4. 7be HRA has sufficient funds under its Annual Contributions Contract.
Families will be notified by letter when a Catificate becomes available. If the family wishes to receive
assistance they must respond within ten days. Families not responding will be removed from the
waiting list.
An applicant who is unable to receive assistance due to a temporary medical problem or a binding lease
agreement may be placed back on the waiting list until ciraiimtaoces allow them to move. Third party
verification acceptable to the HRA must be presumed for the household to be placed back on the
waiting list ager everyone with a Word preference by original data and time of application. The
applicant will be placed at the bottom of the category in which they qualify, i.e., federal prefaaucss,
resident, nomresident. If the applicantrefitses assistance twice, their name will be taken off the waiting
list. The HRA reserves the right to request the applicant to complete a new application form if 90 days
has elapsed since the original application; or, if family circumstances warrant a new and current
application.
Applicant briefings and the issuance of a Certificate will be conducted in individual sessions unless: the
HRA deems it expedient for the briefings to take place in group sessions.
Briefing appointments will be set up with the household to complete an application, verify eligibility,
explain program procedures and. policies, review tenant responsibilities, determine total tenant payment
and provide information on other services available to the family.
B. • '
A holder of a Certificate of Family Participation shall be responsible for finding an exit -ting housing
unit suitable to the holder's needs and desires in any area within the MRA's jurisdiction aid within the
applicable fair market no. A bolder of a certificate may select the dwelling unit which the bolder
already occupies if the unit qualifies as existing housing. By no action, either direct or indirect, may
the HA reduce the family's opportunity to choose among the available units in the housing market
within the HA's jurisdiction.
The holder of a Certificate of Family Participation from one HA in the United Stem who wishes to
locate within the jurisdiction -of another HA, may trausfer in accordance with the procedures as
contained in Appendix F.
12
An applicant who qualities for any of the Federal Preferences will be issued a Ceetifuwte before any
other applicant who is not so qualified. Available Certificates will be issued to applicants based upon
the following priority system:
PRIORITY 1: Applicants who have certified that they qualify for either of the following two Federal
Preferences, as defined in 24 CFR 960.211 (Appendix Q
0
involuntarily displaced
homeless or living in substandard housing
who qualify fbr a Ranking Preference.
PRIORM 2: Applicants who have certified that they qualify for either of the following two Federal
Pedereaoes, as defined in 24 CFR 960.211
0
involuntarily displaced
homeless or living in substandard housing .
who do gM qualify for a Ranking prefereuce
PRIORITY 3: Applicams who have certified that they qualify for the foilowiog Federal Preference, as
defined in 24 CFR 960.211
And
K paying mora than 30 percent of Family Income for rent,
who qualify for a Ranking Preference.
PRIORITY 4: Applicants who have certified that they qualify for the following Federal Preference, as
defined in 24 CFR 960.211
paying mare than 30 percent of Family income for rent,
who do M qualify for a Ranking Preference.
PRIORITY S: Applicants who qualify for a Local Preference.
PRIORITY 6: Applicants who do W certify that they qualify for any of the three Federal
Prdaeaoes,
717
who do no qualify for a Local Preference.
10
4.
Subsidy standards are established to assure that the Housing Quality Standard applicable for adequate
space and security is met. Generally, the standard is Wert no more than two persons should occupy the
same bedroom. The living room may also serve as sleeping space. The number of bedrooms allowed
under various household sues ere described in Appendix D.
A per -on who Is arranifly preganot may apply for the waiting list which would be appropriate for
do' hold should the pregnancy be carried to Was and the infant Joos the bowebold. le the
of We prqpmouy does not rwA in the addition of another household miter the applinot
will be repoeitloned on the waiting UsL
D. Dental of Andstanee
Any applicant determined ineligible through the application process or subsequently, will be notified in
writing of the HRA determination. An applicant will be given the opportunity to request an informal
review, in accordance with the procedures in Appendix E of this document.
The HRA may deny an applicant housing assistance if the applicant or any member of the applk=
family:
Has committed any fraud. bribery or any other corrupt or criminal aux in connection with any
federal housing assistance program;
Has broached a repayment agreement with &a Plymouth HRA. or another housing agency (HA), as
described in CFR Part 882.210(c) of the regulations;
Cutraatly owes rem or other amounts to the Plymouth HRA or to another HA in connection with
Section 8 or Public Housing assistance under the United Staten Housing Act of 1937;
Has engaged in drug-related criminal activity or violent criminal activity, including criminal
activity by any Family member. Drug-related criminal activity is further defined in 24 CFR
882.118 of the regulations;
Has violated any Family obligation as defined under 24 CFR 882.118;
Has ever bum evicted from public housing;
Has been terminated from Section 8 programs;
Has engaged in or threatened abusive or violent behavior toward HRA personnel; and/or
As a previous participant in a Section 8 program, has not reimbursed the appropriate housing
agemy for any amounts paid to an owner under a Housing Assistance Payments contract for rent
or other amounts owed by the family under its lease
The HRA may not deny assistance for Illegal use. or possession for personal use, of a controlled
substance by a family member, if the family member can demonstrate that he or she has an addiction to
a controlled substance, has a record of such an impairment, or is regarded as having such an
Impairment; and is recovering, or has recovered from, such addition and does not currently use or
8
C.
Applications are reviewed to determine the family's qualifications under four categories: definition ef
family; citizenship or immigration stems; income eligibility; and appropriateness for unit sae. These
four eriteria are described below:
Definitions of o,DMU;
Disabled Person. A person who has a physical, mental or developmental disability as defined in Sec.
223 of the Social Seauity Aa or has a developmental disability as described as follows. A
developmental disability is a severe, chronic disability which:
Is attributable to menta and/or physical impairments;
Was manifested before the age of 22;
Is likely to COW= indefinitely;
Results in substantial fuactional limitations in three or more of the following areas:
capacity for independent living; self-care; receptive and expressive language; learning;
nobility; self-direction; and economic self4ufficiency;
Requires special, interdisciplinary, or graeric care, treatment or other services which
are of lifdoog or extended duration and are heli: ideally planned and coordinated.
Displaced Person. A parson displaced by gen-• eimental action or a person whose dwelling has been
extensively damaged or destroyed as a result of a disaster declared or otherwise formally recognized
pursuant to federal disaster relief laws.
Elderly Family. Having a head or spouse or sole member who is at least sixty-two years of age, or is
a disabled or a handicapped person, and may include two or more elderly, disabled or handicap(:-!
persons living together, or one or more such persona living with another person who is determi- r -
be essential to his or her care and well being. (NOTE: A disabled or handicapped pax? .
considered an elderly family for the purpose of qualifying as a household type.) In order to q.alify
placement on the two-bedroom waiting list, both members of the elderly, handicapped, or disabi
household must be listed on the Pro -Application.
Family Composition. A family may be a single person or a group of persons. A family includes a
person with a child or children. A group of persons consisting of two or more elderly persons or
disabled persons living together, or one or more elderly or disabled persons living with one or more
live-in aides is a family. A single person family my be elderly, displaced, disabled, or any other
single persons. A child who is temporarily away from the home because of placement in foster can is
considered a member of the family.
Handicapped Person. A handicapped person who has a physical or menta handicap which is expected
to be of a long and indefinite duration; and, substantially impedes his or her ability to live
Independently, and is of such a mature that the person's ability to live independently could be improved
by marc suitable housing.
Live-in aide. A person who resides with an elderly, handicapped, or disabled person or persons and is
determined by the HRA to be essential to the care and well-being of the person(s); is not obligated for
support of the person(a); and would not be living in the unit except to provide necessary supportive
services. If *a Section 8 Participant leaves the unit, the live-in aide is not considered a "remaining"
family member or program participant.
IL ASSURANCES
1. Aamb a dared assure of oonomm wM Thk VI of.dw awO Right Act of
1964 ORM641901).
2. Attach a dared asaaaov of oomplieooe wilt TWo VM d the MR Right Act of
1963 and Raeative Order 11063 ORM-91.3).
FOR HUD USE ONLY
Ibis Plan b
O Approved
O Not approved
Date) [Sro of EO Director)
33'
Ame W. Hudburt. Executive Director
Date
APPENDIX111
DEPBGTKM
1. Al6aWLjGOM: Annual Income less:
a. $480 for cub Dependent. (Refer to defiaition 07)
b. 5400 for any Elderly Family. (Refer to definition 012)
C. Medical Expenses in excess of three percent of Annual Income for any Elderly Family. Refer to definition 030)
d. Child Care Expenses. (Refer to definition 06)
2. Adlollt: The effective data of the first HAP contract Por a family (first day of initial
lease term) In a tenant -based program. This is the point when the family becomes a participantintheprogram.
3. gyp: Reserved
4. AOu119JI M
a. Annual income is the anticipated total income from all sources received by the Familybeadandspouse (even if temporarily absent) and by each additional member of the
Family. including all net income derived from assets, for the 12 month period
following the effective data of initial determination or reexamination of income,
exclusive of Iacono that is temporary, nonrecurring or sporadic as defined in
paragraph (CA) of this section. and exclusive of certain other types of income specified
In PWWsPh (CA 3 & 4) of this section.
b. Income includes, but Is not limited to:
I. The full amount, before any payroll deductions, of wages and salaries,
overtime pay. commissions, fees, tips and bonuses, and other compensation for
personal services;
2. The net income from operation of a
busiMi
s or profession (for this purpose,
expenditures for business expansion or amortization of capital indebtedness and
an allowance for depreciation of capital assets shall not be deducted to
determine net income from a business);
3. Interest, dividends, and other net Income of any kind from real or personal
Property (for this purpose, expenditures for amortization of capital
Indebtedness and an allowance for depreciation of capital assets shall not be
deducted to determine the net income from real or personal property). Where
the Family has Net Family Assets in excess of $3,000. income derived from al!
37
4. Amount of educational scholarships (with the exception of TWO M
scholarships) Maid directly to the student or to the education institution, and
amounts paid by the Government to a veteran for meeting the costs of tuition,
fees, books, and equipment, materials, supplies, transportation and
miseellaneara personal expenses of the student. Any amounts of such
scholarships, or payments to veterans, not used for the above purposes that are
available for subsistence are to be included in income; and
S. The special pay to a Family member serving in the Armed Forces away from
home who is and exposed to hostile fire.
6. Income from employment of children (including foster children) under the age
of 18 years.
7. Payments received for the are of foster child=.
8. income of a live-in aide;
9. Amount received:
a. Under training programs f aided by HUD;
b. By a participant in other publicly assisted programs which are
specifically for or in reimbursement of out-of-pocket expenses Incurred
special equipment, clothing, transportation, child are, etc.) and which
are made solely to allow participation in a specific program; or
C. Amounts received by a Disabled person that are disregarded for a
limited time for purposes of Supplentemel Security Income eligibility
and benefits because they are set aside for use under a Plan to Attain
Self -Sufficiency (PASS),
10. Amounts specifically excluded by any other Federal statute from consideration
a Income purposes of determining eligibility or benefits under a category of
assistance programs that Includes assistance under the 1937 Act. The
following types of Income are subject to such excluslon:
L Relocation payments made under title H of the Uoiferm Relocation
Assistance and Real Property Acquisition Policies Act of 1970 (42
U.S.C. 4621.4993);
b. The value of the allotment provided to an eligible household for
coupons under the Food Stamp Act of 1977 (7 U.S.C. 2011-2029);
C. Payments to volunteers under the Domestic Volunteer Service Act of
1973 (42 U.S.C. 4951-4993);
d. Payments received under the Alaska Native Claims Settlement Act (43
U.S.C. 16wa));
39
d. If It Is not feasible to anticipate a laud of income over a 12 -month period, the income
anticipated for a aborter period may be annualized. subject to a redetermination at the
end of the shorter period.
e. Any family receiving the reparation payments as defined in Paragraph (c) (I1) of this
Policy, that has been requested to repay assistance as a result of receipt of such
payments shall not be required to maim further repayments on or after April 23, 1993.
S. 'Certificate'. A document issued by the HRA
declaring a Family to be eligible for participation in the Section 8 Housing Cerdficate Program
and stating the terms and conditions for such participation.
6. Qild Care Ems: Amounts anticipated to be paid by the Family for the care of children
under 13 years of age during the period for which Annual Income Is computed, but only where
such can Is necessary to enable a Family member to be gainfully employed or to further his or
her education. The amount deducted shall reflect reasonable charges for child care. and. In the
case of child care necessary to permit employment, the amount deducted shall not exceed the
amount of income received from such employment.
7. A member of the Family household (including foster children) other than the
Family head or spouse, who is under 18 years of op or is a Disabled Person or Handicapped
Person, or is a Full-time Student.
B. Djjj¢J2djNM: A member under a disability as defined in Section 223 of the Social
Security Act (42 U.S.C. 423), or who has a physicei, menta or emotional impairment that is
expected to be of long -continued and Indefinite duration, substantially impedes his/her ability
to live Independently; and is of such a nature that ability to live independently could be
Improved by norm suitable housing condition or who oas a developmental disability as defined
in Section 102(7) of the Developmental Disabilities Assistance and Bill of Rights Act (42
U.S.C. 6001(7)):
9. Djsglaced Person: Displaced Family means a portion of or a family displaced by
govemmental action, or whose swelling has been extensively damapd or destroyed as a result
of a disaster declared or otherwise formally recognized pursuant to Federal disaster relief laws.
10. j Majitelated Criminal Activity: The illegal manufacture, sale, distribution, use, or
possession with intent to manufacture, sell, distribute or use, of a controlled substance (as
defined In Section 102 of the Controlled Substances Act.(21 U.S.C. 802)).
11. ZfljcdyL2W: The 'effective date' of an examination or reexamination refers to (1) in the
case of examination for admission, the effective date of initial occupancy, and (2) in the case of
reexamination of an existing tenant, the effective date of the redetermined Total Tenant
PAYmant.
12. Eiden= Familv:A Family whose head or spouse (or sole member) is a person who is an
Elderly, Disabled or Handicapped Person. it may Include two or more Elderly. Disabled or
Handicapped Persons living together or one or more such persons living with another person
who is determined to be essential to his or her care and well bdog.
13. Elderly Person: A person who is at least 62 years of op.
41
23. IWIKB&. A Housing Agency administering a Housing Certificate or Voucher Program
w;b a participant who desires to move, or who has moved, to mother area under the
portability procedures In Section VM.
26. LbMdLAW. A person who resides with an Elderly, Disabled, or Handicapped person or
persons and who:
a. is determined by the HA to be essential to the care and well-being of the person(s):
b. is not obligated for support of the person(s): gid
C. would not be living in the unit except to provide necessary supportive services.
27. jam: A preference used by the HRA to select among applicant families
with= regard to their federal preference status. A person that works or has been hired to
work in Plymouth.
28. Ten percent of total annual waiting list edmiss:ons to the
HRA's temam-based certificate program.
29. lower Income Family: A Family whose Annual Income does ant exceed 80 percent of die
median Income for the area, as determined by HUD with adjustments for smaller and larger
families. HUD may establish fame limits higher or lower than the 80 percent of the median
Income for the area on the basis of its finding that such variations are necessary because of
prevailing levels of construction coats or unusually high or low family incomes.
30. MedI1W Zsj: Thome medical expenses, including medical insurance premiums, dist
are anticipated during the period for which Annual Income is computed, and that are not
covered by any insurance. (Medical expenses are allowed only for elderly, disabled or
handicapped households. The amount allowable as a deduction is the amount that exceeds
three percent of annual income.)
31. Mo Iy Adjusted Income: One4welRh of Adjusted Income.
32. MomhIX Income: Oaatwelfib of Annual Income.
33. Net Famijy Assets: Value of equity In real property, savings, stocks, bonds and other
forma of capital investment, excluding interests in Indian trust land and excluding equity
accounts in HUD homeownership programs. The value of necessary items of personal
property such as furniture and automobiles shall be excluded. (in cases when a treat fund has
been established and the trust is not revocable by, or under the control of, any member of the
Family or household, the value of die trust fund will not be considered an asset so long as the
fund continues to be held in trust. Any Income distributed from the trust fund shall be counted
when determining Annual income under Section 912.106).
In determining Not Family Assets, the value of any assets disposed of by an applicant or tenant
for less than fair market value (Including a disposition in tout, but not In a foreclosure or
bankruptcy sale) during the two years preceding the date of application for the program or
reexamination, as applicable, in excess of the consideration received thereof shall be included
in the calculation of Net Family Assets. In the case of a disposition under a separation or
divorce setteu nt, the disposition will not be considered to be for less than fair market value
if the applicant or tenant receives Important consideration not measurable in dollar terms.
43
45. Urilky Allowance: N the cost of utilities (except tdephome) and other housing services for
m assisted unit is not Included In the Tenant heat, but Is the responsibility of the Family
occupying due unit, an amount equal to the estimate made or approved by s HA or HUD, of
Me moaddy cost of a cessonablo consumption of such utilities and other services for the unit.
46. UtelbX Reimbursement: The amount, if any, by which the Utility Allowance for due unit, If
applicable, exceeds the Total Tenant Payment for the Family occupying the unit.
47. VYy lewdneoma Family: A family whose Annual Income does not exceed SO percent of
the median Income for the area, as determined by HUD, with rAustnons for smaller and
larger families. HUD may establish low= limits higher or lower then 50 percent of the
median Income for the area on the basis of its fading that such variations ai. ramsary
because of unusually high or low family Income.
48. yip: Any person honorably discharged from Armed Forces of the United States who
served in World Wer 1 between April S. 1917, and November 7, 1918, both data Inclusive; or
in World Ward U on or after December 7, 1941, until final cessation of all hostilities; or In the
Korean Conflict, Lebanon Crisis, Berlin Crisis, Quemoy and Matsu, Taiwan Strait&, Cuban
Crisis, the Congo, the Dominican Republic, Vietnam, and Desert Storm. 'Veteran' does not
Include a parson a dMW and accepted for active training only for a period of six moths or
Ing.
49. Welfare Assistance: Welfare or other payments to families or individuals, based on used,
that aro made under programs funded, separately or jointly, by Federal. State or local
governments.
45
APPENDIX C
In accordance with HUD Nodes PIH 96.7 (HA) in which federal preferenee ulealons were
suspended, the HRA has opted .to cominue using this preference selection procedure. The HRA will
give preference to Munilles chit are otherwise digibht for eadsteooe and that, at the time they are
waft bowing assistance, are involuntarily displaced, living in substandard housing, or experiencingaremburdenandpaying.ma , then SO percent of family in,,ome for rem.
An applicant Is or will be Involuntarily displaced if the applicant has vacated or will have to vim his
or her housing unit as a result of one or more of the following actions:
A. Dtsnlacensent By Disarter such as a fire or flood, that results In the uninhabirability of the
applicant's unit;
B. Coffirnment Action by an agency of the United Stats or by any state or local government
body or agency In connection with code enforcement or a public improvement or development
program; or
C. Housing Owner's Action that Angge the sualtea_st to vacate Iter unit that Is: botr,:ing owner that
results in an applicant's having to vacate his or her unit, when:
1. Beyond an applicam's ability to control or prevent;
2. Occurs although the applicant met all previously Imposed conditions of occupancy; and
3. Is other than a rem increase or eviction for cause.
The reasons for a tenant's involuntary displacement by owner action includes, but is mot
limited to the following:
A. Conversion of the unit to non-rental/residential use;
b. Closing of the unit for rehab or any other reason;
c. The owner wants the unit for perrional or family use or occupancy;
d. Sale of the unit, in which an applicant resides under en agreement which
requires the unit to be vacant when possession is translerrad;
e. Any other legally authorized set that results or will result In withdrawal of the
unit from the rental market;
L An owner's decision net to renew an spplkam's lease.
47
F. Displacement by bete crimes:
1. One or more members of the applicant's family have been the victim of on or aerobetecrimes; said.
2. The applkent lee vacated a housing unit because of such crime. or the fear assoclawd
with such crime has destroyed the applicant's MOM eq(oymem of the unit.
a. "Hate crime' meats actual or threatened physics! violence of intimidation !fast
Is directed against a person or bialbcr property and that is based on the
Person's race, color- 1011111010, set, tstional origin, handicap. or f anilld status.
b. The HRA must determine that the bete crime involved occurred recently or is
of a continuing nature.
G. Displacement by inaccessibility of unit:
A member of the family has a mobility or other impairment that makes the person
unable to use critical elements of the unit; and
2. The owner is not legally obligated to trate cheages to the unit that would make critical
dOMM sccessible to the disabled person as a reasonable 4=mmodetioa.
H. Displacement because of HUD disposition of multifamily project:
1. Involuntary displacement includes displacement because of disposition of a multifamilyrentalhousingprojectbyHUDunderSection203oftheHousingandCommunityDevelopmentAmendmentsof1978.
Givm to residents of inadequate housing and for the homeless.
A. A housing unit is substandard If it:
1. Is dilapidated.
2. Doan not have operable Indoor plumbing; 3. Does not have a usable flush toilet inside the unit for the exclusive use of a family; 4. Does not have a usable bathtub or sbower inside the unit for the exclusive use of afamily;
S. Does not have electricity, or has inadequate or unsafe electrical service; 6. Does not have a sage or adequate source of best;
7. Should, but does not have a kltdten; or
8. Has been declared unfit for babituion by an agency or unit of goverm ant.
B. A housing unit Is dilapidated if:
1. The unit does not provide sofa and adequate ehdte r, and in Its present condition
endangers the health. safety, or well-being of a family; or,
W
B. no coat of family-pumbsOd utilities daoermim d, et the option ofdw applicant, oilher by:
1. The IRNA utilityallowance, or:
2. The average m ntWy.utility paymeooa actually Mule -for me nut new three media.
reduced by * amoums paid by so energy aaaiatmop program.
Verifiation.is by bills, receipts, or duough the utility company:
C. A mmwfwmred home and pad. Total "tont" includes the mortgage payment, pad remal and
utilities.
Verification is 011119 through mortgage doeumeata, MW ag<eemeota, and utility bills.
D. Charges under the occupancy agroement.betsvm members and a cooperative.
Verification Is by copy of an oaupancy agresmem.
E. The "rem burden" preference does not apply if the applicam is now paying more than 50% of
household income for rem bomm housing aaaiaranoe was terminated for failure to comply
with program policies on under-occupmcy or overoccupaocy.
51
APPENDIX D
SUBSIDY WANDAM
Number and Composition of Family Members Unit Sino
I person:
2. Persons:
a. Adults
b. Parent and 1 Child
0 or 1 Bedroom
1 Bedroom
2 Bedroom
3 Persons:
a. 2 Adults and 1 Child 2 Bedroom
b. 1 Parent said 2 Children of same sen 2 Bedroom
c. I Parent and 2 Children of opposite sex 2 Bedroom
4 Persons:
a. 2 Adults and 2 Children of same sex '2 Bedroom
b. I Paco and 3 Children; all of same sex 3 Bedroom
C. 1 Parent and 3 Children; 2.of same sex, 1 of opposite on 3 Bedroom
3 Persons:
a. 2 Adults and 3 Children of the same sex 3 Bedroom
b. 2 Adults and 3 Children; 2 of the same sex, 1 of opposite sex 3 Bedroom
c. 1 Parent and 4 Children; all of asps sox 3 Bedroom
d. 1 Pares and 4 Children; 2 of each sex 3 Bedroom
e. 1 Parent and 4 Children; 3 of same sex, 1 of opposite sex 3 Bedroom
6 Persons:
a. 2 Adults and 4 Children; all of same sox 3 Bedroom
b. 2 Adults OW 4 Children; 2 of each sex 3.13edroonn
c. 2 Adults and 4 Children• 3 of same sex and 1 of opposite sex 3 Bedroom
Subsidy standards are set forth to determLro the unit size to be designated on the Certificate of Family
Participation for families of different saes and compositions. The purpose in establishing subsidy
standards is to avoid overcrowding, while maximizing the use of space and minimizing subsidy costa.
The HRA will allow a family to choose a smaller unit sinx if it is the family's preference red the
subsidy is available, provided housing quality occupancy standards aro not exceeded. The HRA may
allow families to use the livins room as necessary to accommodate one livigolespiog room for each
two persons. Children absent from household due to placement in foster care will be counted when
determining the applicable subsidy standard.
53
APPENDIX S
DOORMAL REVM W AM HEARING PROCEDURE
Hmft and Redsvelopmeoe Au&oft
In and for the Cily of Plymouth
Secdou 8 Homing Aeistom Room - EsLtimg HeusimS
The purpose of this review surd hario8 ptocarim is to provide am Applicast Of PaNapaae 111160 Plymouth
Hooft sed Redevelopmsot Authority WA) Secb m 8 Housing Aeistama PMSram fill appmamity for ellinformalrevieworbestingofadecisionbytheHRAtodeny, reduce. or Cmdo m amietamm u IS not me
Purpoe of this review to wdve dispute or pmblfimfi which caour betwam appllaNa, psttidPED, and ewmera.
mor to review discmdommy admWsmdve ddwmimdb ms by Oe HRA. Rmdm. do review pmoeas 4 solddiied
to ddwmim wbo&w m HRA decision Is in a000rdfiooe with applicable laws. HUD agmlstimm, amd HRA
admiold"ve stsadards.
NU ORMAL REVH;W
The HRA is M required to provide am Appiiamt with m informal review is me following ase:
To eomsider dmmbomary admimistrative determino m by me HRA or to eomsider gemel Policy fearer
or else grievances:
To review the HRA's doUnninsam of the number of bedrooms entered our the ColifiCSIMMO rcher ion
accordaoa with the subsidy etrodstds established by the HRA:
To review the HRA's determimtiom that a mit does sat comply witb die Hmuimg Quality Stsodstdet
imeluft noneomplimoe due to family size or compaidfom, or the HRA's Admdud= to mot approve
the lees for the unit: mor
To review the HRA's dedd m mut to approve a request by s Cmtifiate/Vouebor boMer for am astamsim
dw term of the Cor. ifimWVoaeher.
bmfmmal Review for Applianb:
1. The HRA shall give m qWI mt for pu*ipadw in the Section 8 Hausim8 Assistance Program a prompt
written notice of a deeisimm denying aesistema, includfmg a rise!" dmyimg nodog on the MRA's
wdit Wt, i!puse, of a Certitieds, or peticipatiom u the Progrem. The mwoo shall also eme ll at theApplicantmayrequestim.wr[dM, m imfmmal review of tae decision within 10 days.
2. The informal review will be held at the HRA office and coodweed by smy person or pens m dodpd d
by dw HRA, other than the W&vWkW that od&Ay issued the denial, or a submdioate of dist person.
3. At the informal review. do Appliaot will be Siven die oppmtuniry to proaent written or cel objection
to die HRA's decision. Every attempt will be made st the time of die imformsl review to resolve me
dispute.
4. Following the review. the HRA will m dfy do Apirliamt in wrift within 30 days of die final HRA
decision.. including a brief stetemeat of dw reas*s) for the final decision.
55
4. Ifs family regoeet a homing, it shall be =tided to a tearing on the house at me offices of the HRA at a
dots and tuns agreed upon - no mar than 14 days after ms request, if pom'bls.
S. The parties shall be entitled to a fair hearing before a corse member hearing bond coaching of ms
HRA's lsxaeutive Director, if ponible, or the Qty Clark, snvlog as as bearing ofnoev and two City ofPlymadh@nVReesnotinvolvedisthedailyoperationoftheBodies8Program.
6. The family and the HRA mad be given the opportunity to examine before the boning any doemoato
including records and regulations from each other mat aro directly relevant to the honing. 1be
requesting Party must be allowed to copy any such document at that "In expense, If obs docu nese
are sot nude available t0 the other party, me document eased be relied on during me booing.
7. 9be parties may be represented at the hearing by legal counsel or another person choses o a
ropremmbdve.
S. 7be baring shall be private unless the family request otherwise and the hearing board aprons to a public
Wig•
9. If a firmly or it representative fail to appear at a haring, the hearing officer may postpone do hoeing
or maim a determination that 60 family has waived it right to the haring.
10. At the hearing the family and HRA stir involved mer present evidence and argument in support of their
positions. Ravings shdl be coodneled by me homing officer in an informal mow and say homes
clued by the Peres moy be hand by the having bond without regard to whether tba evidence would be
admissible under rules of evidence empleyed in judicial procesdisga.
11. After the boning is concluded and the parties are dismissed, the boning board moats privately to decideantheirrecommendation.
12. The hearing bond's decision shall be in writing, based eddy on the evidence provided at the honing and
Md 01110 the legal and evWmdary granule for the decldon.
The above review and haring procedures aro in accordance with 24 CFR, 882.216 of the regulations for the
Section 8 Hou ft Awlstanse Progesm.
Mo HRA is ant bound by a honing decision:
Concerning a manor for which me HRA is aur required to provide an opportu ty for an isformd honing
pursuant to 882.216(8), or otherwise in exam of the authority of the parson conducting the boningundertheHRAhomingProcedures. or
Contrary 110 HUD regulations 0r requirement. of otherwise contrary to Federal. State or local low.
If the HRA dotnrulnes that it is not bawd by a homing dwWm. as HRA shell promptly unify The participant ofmsdetrmindion. and of the reasons for me4tarminedoo.
57
APPENDIX IF
Portability meson a family can move out of the HRA's Jurisdiction and still use their certificate.
Certificates aro portable throughout the United States.
If you want to move out of this HRA's Jurisdiction, you must contact this HRA's representative to
arrange for a portability transfer to the am housing authority (HA). The new HA will have the option
of giving you one of their oatificateshrouc6aa, or billing this HRA for processing and paying your
rent subsidy.
K
You will send W inform us of your decision to move to a am location. Remember that you will be
committed to a one -yew lease and have to remain in the new community Qurisdiction) for a minimum
Of 12 months.
If you are -currently renting, a proper notice to vacate must be given to your current landlord. Osco
you decide where you want to Dave, we can inform you of the rent limits and utility allowances in that
community.
Generally, you should find a unit in the new community and have a Request for Lease Approval form
completed before you transfer to the new HA. The form needs to be in to our office 30 days before
beginning the mew lease.
When the completed Request for Lase Approval form is returned, along with current verifications, we
will contact the new HA, inform them of your transfer, and send them the papers necessary to
complete your transfer.
tsaroan
59
APPENDIX G
OLMOVMHOUSIJWANDREDSVELOAWMTAV7HOM7
3W ftmommS amlew4 F&now% mN Zw (aa) XjLWO
Swdm8&*ftffomft UAftAlowmmSdmhb
Circle do Uaffit
M - Multiple Dwelling (my building with 3 or mom units)
Wr = Duplex or Townhouse
SP - MMb Family Dwelling
To calculate the utility allawmace, circle the amount of 60 allowmace Hand for all the utilities Which you mw
pay. Be sm to use 69 proper column for the bedroom Size (BR) mod to, circle the asocumet for do peeper unit
typs. 11W Rouge mod Rddgwdw raw somms that yip those appliguen, so do not circle them if they mprovidedbytheowner.
17bW Allowsmov
for this ode
Rest for this =it
Ones Rom
If you have a Cmd ,the Gross Remit (FM Plus Allowsoce) must am be higher them the Fair Market Rout.
FiSURG 60 utility allowance and mat for the unit @izo listed an your CertifieddVauch" or the wmd sin of the
unit selected, whichever, in amiler.
Effective 11/1/95 THIS SCHEDULE WELL W ANNUALLY AT WHICH TIlM
IT WUL Avro"ATICAum BE Akwolm..
61
APPENDIX H
DWORM 77ON PROVIDED IN BRIEFING PACKZr
1. Things You Should Know (HUD, May 1988)
2. Excerpt explaining applying at an apartment
3. Plymouth Pads and Beaatiou O1%rs Financial Aid
4. Excerpt from HUD Handbook 7420.7 - Pages 444 end 4.45 detailing bddimg i nationS. Request For Lease Approval
6. Prohibited Lease Provisions
7. Client Portability Fact Shea
8. Procedures for Interim Reviews
9. Utility Allowance ScheduldFair Market Rents
10. letter explaining Section 8 procedures
11. Lease Addendum
12. Applicant Statement Current Housing Information
13. Inspection Form - Section 8 Housing Assistance Program (HUD -5280-A)
14. DW -A -Ride Pamphlet
IS. Voter Registration Card
16. Guide to the City of Plymouth ,
17. Landlord end Tenmta Rights and Responsibilities
18. Protect Your Family From Lead in Your Home (EPA747-K-)4001)
19. Brochure from HomeLine regarding housing problems
20. NSP - Bill Paying Assistance and Resource Directory
21. Plymouth Park and Trail Guide
22. Fair Housing It's Your Right
23. Map of City of Plymouth
24. List of Agencies end Services Por Northern Hennepin County25. Lia of Apartama the Accept Section 8
26. List of Accessible Units
27. Geuerel Information on Conducting Informal Hearings
28. Information on Total Tenant Payment and Tenant Rent
29. A Good Piece To Live Booklet
30. Statement of Family Responsibility (HUD -25278-B)
63
APPENDIX I
NCO= LIl111'1' I (ef[ed ve December 31, 1995)
F miyc ia& •
1 $19,100
2 21,830
3 24,550
4 27,300
5 29,300
6 31,650
7 33,850
8 36,050
OM limit may be redetermined by HOD at which time h will auk maticaily be amended.
rtj
APPENDIX J
ORGANEU77ONAL MUM=
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
HRA BOARD OF COMMISSIONERS
IAnne W. Hudburt IExecutiveDirector
I Edward Goldsmith IHRASupervisor
Milt Dale
Housing Specialist
Denise Hutt
Clerical Supervisor
Melissa Camicelli
Housing Technician
67
Senior Clerk/Typist
0-11-1
6&
DATE: July 19, 1996 for Housing and Redevelopment Authority Mating of August 1, 1996
TO: Anne W. Huribur't,
l
Executive Director
FROM: Melissa CarnicW, HHousing Technician through Edward Goldsmith%M Supervisor
SUBJECT: ACCESSING MINNESOTA REVENUE RECAPTURE PROGRAM TO RECOVER
FUNDS FOR SBC 17ON 8 RENT ASSISTANCE PROGRAM
The Section 8 Rent Assistance Program periodically assumes debts when the agency pays an owner
for damages or vacancy loss on behalf of a Section 8 client or overpays housing assistance
payments. These debts are normally repaid by the client while they continue as a participant in the
program; however, there are some clients who leave the program before the debt is paid.
Collection on these debts can be nearly impossible.
In discussions with other housing authorities, staff his come across a means of collecting on these
debts. The State of Minnesota Departmen of Revenue has a program in which local governmental
units can collect on debts owed to them by applying any of the debtor's tax refunds to the amount
of the debt. The debts can be collected from income tax refunds, property tax refunds, lottery
winnings over $600, and political campaign refunds. Housing and redevelopment authorities are
eligible to participate in the Revenue Recapture program. There is no fee to participate in the
program; however, if a refund is intercepted, a $10 fee for each claim offset is deducted from the
debtor's refund. The debtor's refunds are intercepted until the debt is paid.
Currently, Plymouth HRA has the potential to collar $2,218 in outstanding debts. Staff has
considered funneling any money recovered through the Revenue Recap -re program into the
HRA's TRAITS Section 8 self-sufficiency program to help meet the program objectives.
I therefore e seanmeod that the HRA Board of Commisebners adopt the attached resolution
establishing a polfry for ren wing funds, in accordance with applicable State guidelines,
owed to the Section 8 program In Plymouth and apply those recovered funds to the TRAUB
program.
HRA RESOLUTION 96.09
BECOV tII11G DEBTS OWED TO THE SECTION 8 RENT ASSISTANCE PROGRAM
AND APPLYING RECOVERED FONDS TO TRAHB PROGRAM
WHI REAS, the Plymouth HRA Seaton 8 Rent Assistance Program is owed money fiemformerprogramparticipaors;
WHER]W, the State of Minnesota Department of Revenue has a program with means of
collaring money owed to local governmental units, which Plymouth HRA is eligible to
access;
WHEREAS, TRAILS, the Section 8 family self-sufficiency program, is in need of additional
funding soon=,
NOW, TZiEREIORB, BE IT HEREBY RESOLVED BY THE HOUSING AND
RBDBV&MdM T AUTHORITY OF THE CITY OF PLYMOUTH, MINNESOTA, that
Me authority authorizes stats to access the State of Minnesota Revenue Recapture program to
recover funds owed to the Section 8 Ran Assistance Program; and
BE IT FOIA"Ii Elt RESOLVED that any funds recovered through the Revamp Recapture
program be applied to the TRAILS program to be used for approved program expenditures.
Adopted by the Plymouth Housing and Redevelopment Authority on August 1, 1996.
Ij
MEMO
CITY OF PLYMOUTH
3x00 PLYMOUTH BOULEVARD, PLYMOUTH, MN LM47
DATE: July 26, 1996 for Housing and Redevelopment Authority Meeting of August 1, 1996
TO: Anne W. Hurlburt, Executive Director
FROM: Edward J. Goldsmith, HRA Supervisor
SUBJECT: Resolution Adopting Revised 1996 and Original 1997 HRA Program Budgets
City staff` is currently in the process of developing the City of Plymouth's proposed budget for 1997
and as necessary proposing budget revisions for 1996. Budget proposals are scheduled to be
submitted to the City Council by August 7, 1996. The Council will adopt the City's preliminary tax
levies, including the HRA levy, for 1997 by September 4, 1996. The staff's budget drags for the
HRA's three funds are attached for review and approval by the HRA Board of Commissioners. A
narrative summary of each of the budget proposals follows along with tabular and graphical
summaries at the end of this report.
Fund 232, Community Development Block Grant (CDBG)
Support for the CDBG program has stabilised this year with funding for 1997 anticipated to be
within 5% of flus $323,000 allocated for Plymouth for 1996. Final approval of CDBG funding by
Congress will not occur until this fall. For the purposes of the HRA 1997 budget it is assumed that
the City will be eligible for $304,000. 7be major issue for this budget is the change In the program
year start date for the CDBO program. We have previously discussed responses to this issue that
include the use of unexpended funds from 1996 in 1997, obtaining pm -approval from HUD to
expand 1997 CDBG funds before the July 1, 1997 start of the new program year, and applying for
federal HOME funds from Hemepm County if needed to most idanifod needs in 1997. In
addition, I have proposed a chegge in salary expenditures during calendar 1997, that should resolve
the issue surrounding the CDBG administrative cost cap and the timing of expenditures. The
proposal is to reduce CDBG salary expenditures during the first half of 1997, which corresponds to
the six mouth extension of the 1996 CDBG program and budget year, by substituting the HRA
General (rax Levy) Fund for approximately $20,000 of CDBG funds. During the second half of
1997, afiar the new CDBG program and budget year begins, an equal amount of CDBG funds would
be substituted for HRA General Mx Levy) Funds. The net effect of this shift does not change the
relative expenditures for the CDBG and HRA Genaal Funds for the year, but it does move some of
the CDBG administrative costs out of the extended 1996 CDBG program year and ink, the 1997
CDBG program year.
Funding of $6,270 from the HRA Taut Levy fund has been included in this budget to cover City
J administrative allocations for office supplies, photocopying, rental of City equipment, City Center
coats and Data Processing costa that are attributable to the administration of the CDBG programs,
but would not be reimbursed from the federal funding.
Because CDBO funded activities must be determined through the City's CDBO Citizen Participation
Process, this 1997 budget submission provides only an esthmaw of foods to be expended. The
Citizen Punicilpation Process for 1997 begins with the public meeting being held at the August 1st
Board meeting to discuss the use of CDBO boding, cxominues through the public hearing held by the
Board in the fall and is completed with the City Council acting upon the Board's recommendation
after the public hearing.
Most administrative line items have been limited to increases of 3% or leas. Exceptions, to this
include a 20% increases for Printing and Publishing (SS00 to 5600) because of increased advertising
costa and the 7% increase for Data Processing requested by Finance.
Fund 233, Sodium 8 Housing Aodetamee Program Budget
This budget includes expenditures for the cannot ramal assistaaa..personad and related coats for
administering this program. Ali costs are covered with revenue from the federal government. A
major change in the 1996 and 1997 budgets is bre BRA's assumption of responsibility for the
approximately 30 Metro HRA Section 8 Vouchers and Metro MRA's absorption of twelve Plymouth
Section 8 certificates that had ported out of Plymouth. In addition to the units that the alter action
makes available for Plymouth clients, the HRA also receives additional administrat:a- fees of
approximately $20.000 per year as a result of these actions. This Is especially important given to
current fmae and potential reduction of the per unit administrative fees paid by HUD. This is
reflected in the revised 1996 and 1997 budgets by increased expenditures for Saction 8 Vouchers
Asci. 837.04) and decreased expenditures for Section 8 PoiWo Certificates (Acc'ts. 837.02 tit
837.03). The amount budgeted for additional PC software in 1996 to expand staff capabilities was
Increased by $400. The 1997 budget includes $1,200 for additional software to further increase staff
capabilities to absorb administration of the Metro HRA Vouchers. The increased expenditures are
offset with corresponding increases in revenue. Overtime was increased from $0 to $100, but this
was offset with a reduction of Tanpormy Salaries from SS00 to 5400. Most administrative line
Items have been limited to increases of 3% or less. Exceptions to this include an 8.3% Increase in
Printing and Publishing ($600 to $650) because of increased advertising coats; 90.9% in
Subscriptions and Membership ($110 to $210) because of the agency member * in national
NAHRO. The budget includes continued funding frame the Section 8 Reserve for the Family Self-
Sufficiency elfSufficiency (PSS) program in 1996 and 1997 as approved by the HRA Board. The budget as drafted
assumes that we will la receive any additional Section 8 certificates or vouchers in 1997.
Fund 234, HRA General (Levy) Fund
The HRA General Fund is the only one of the HRA's three funds that is exclusively funded with
local property tax revenues. The City is.permitted to levy up to .0131 percent of the city's property
madut value for HRA operations and activities, plus up to an additional .0013 percent for project
relocation expanses. For 1996, the maximum amount that could have bean levied for operations and
activities was approximately $446,442, with $378,489 (85%) actually being levied for 1995. The
projected levy of $386,997, including $6,270 for City administration of CDBO, 6 79% of the
estimated maximum tax levy of $491,000 for 1997. The proposed 1997 budge of $382,827 is a
modest 2.296 increase over the 1996 budget of $374,550.
The largest expenditure in the 1997 budget is the $270,000 for rem subsidies at Plymouth Towne
Square. The budgeted amount for to subsidy is unchanged from be 1996 level. The only increase
2
in personnel in the HRA budgets is an increase in hours for the existing intern position to one-half
r'1 time during the school year and full-time during She summer. Funding for the intern position Is
proposed to increase from $7,000 to $11,106 for 1996 and $13,800 for 1997. This increaee is onset
by the lack of any increase in the Towns Square subsidy and reduced expenditures in severd other
line items.
Given the anticipated worldoad with the redesigning of the home rehab, first time homebuyer and
industrial and housing revenue bond programs, the demos to examine the relationship of housing
affordability and employment in Plymouth and develop responses to this issue and the continued
work on the Livable Communities Act programs the proposed increase of hours for the Intern
position is necessary, as well as Is continued funding for the Contractual Services account at the
same level as 1996. Most administrative line items have been limited to increases of 3% or less.
Bxceptions to this include 140% for Sys and Memberships (5230 to 5600) because of the
agency membership In national NAHRO and the membership In the Minnesota Association of Local
Housing Finauce Agencies; and the 7% increase for Data Processing, and 5% for Facilities
Management requested by Flaasce.
Personnel costs, including fringe benefits, of $84,995 for 1996 are for the HRA Supervisor position
and for the temporary part-time intern position.
The General Fund budget also provides for incidental expenses for HRA activities that are not
covered by either of the other felerally funded HRA budgets. As in 1996, the budget for 1997 also
contains $12,000 in contractual services for 'special miles'. This amount is proposed to be
t available for special studies or projects that the HRA may wish to undertake during the year. Such
activities could be related to potential opportunities for housing or commercial redevelopment or
other services related to low and moderate income housing. As indicated in the previous discussion
of the CDBG Fund budget, tax levy funds would provide $6,270 in the 1997 budget for City
administrative cost allocation that would not be reimbursed with federal funds. These costa are
budgeted in the CDBG Program fund and reimbursed to the City with HRA tax levy funds.
There will again be a substantial carry-over of HRA General Fund balance at the and of 1996,
estimated at about $297,000. Approximately $220,000 of this fund balance is necessary in order to
provide crib flow during the year until property tax revalues are received from the County in July
and December.
I recommend that the HSA Board adopt the attached eaeolutlon approving the revised 1996
budgets and the 1997 budgets and recommending approval by the City Council of the CDBG
budget and adoption of a 1997 HSA property tax: levy sufndsnt to produce reveshuss as
required by the HSA General a evy) Fund and CDBG Program budgets.
Attachments:
1. Budget Summary
2. Draft HRA Resolution
3. Proposed HRA Budgets
3
e7e11011"Al i
I4epmd 1087 M ftwm iamb
Propoai 1887 HOA Pimp Badpb
272 217 231
COBB Beeft 8 Owd Ted Pnomt
Ponrl A5dMm 42,078 61, 1 76,020 11811,797 9.21%
Prtemd 8endae, a I- 11,000 14,009 14,110 Null 2.21%
IleYdd and &wu . 7,804 3,044 2,077 NM OA9%
Cmvadod8rrieee MAN 1.044,000 291,880 1IXWI um
Cepld a dep 0 1200 0 11,200 0,07%
Ode* 10 0 0 10 0.00%
Ted 1342,214 11,114,000 1782,827 11,030,041 1000%
Propoai 1887 HOA Pimp Badpb
HBA hop Empmditm Trash
1.000,000 -•-___-____..-._...__._.______._..-
1,000,000 . -._ _- _ -----
a-MCD BB
000,000 --- __ ...__ _-_,_
f233
BG
0ML
400,000 .......- -
0 ••
CDBe
26%
6eoerd
Be Im e
31%
Whop 5 1 lien Teri
AdW Ae4d Aded AdW Ptapo d Propoml
1902 1998 ieu im6 Me 111117
23L COBB 216,704 262,708 818,581 GI A72 716,792 342214
23Londm0 731JOD MAN MXI 040,734 1,089,017' 1,110,1100
274. Bmad 33,186 728,803 68,6111 320,002 MA21 382,927
Ted 11,031,861 11,146,807 11,51,076 11,614AM 11,160,060 11MA41
HBA hop Empmditm Trash
1.000,000 -•-___-____..-._...__._.______._..-
1,000,000 . -._ _- _ -----
a-MCDBB
000,000 --- __ ...__ _-_,_
f233
BG
0ML
400,000 .......- -
0 ••
HRA RESOLUTION 9611
APPROVDIG THE REVISED 1996 HRA BUDGETS AND THE 1997 BUDGETS AND
RECOMMENDDIG APPROVAL OF THE CDBG BUDGET AND ADOPTION OF A 1997
HRA PROPERTY TAR LEVY SUFFICU NT TO PRODUCE REVENUES AS REQUIRED BY
THE HRA.GENERAL FUND AND CDBG PROGRAM BUDGETS.
WEMBAS, revised budget estimates of the expenditures necessary to Operate the Plymouth MRA's
Programs and other activities for 1996 have been prr seWed to its Board of Commissioners; and,
WIUMEAS, budget estimates of the expenditures necessary to operate the Plymouth HRA's
programs and other activities for 1997 have alio been presented to its Board of Commissioners; and,
WHEREAS, the City Council of the City of Plymouth must approve the HRA's Community
Development Block Grant Fund budgets and authorize rile amount of the HRA's property tax levy to
fund the HRA's Gonad Fuad budgets;
NOW, THEREFORE, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT
AUTHORITY IN AND FOR THE CITY OF PLYMOUTH that it approves the attached budgets
for its Community Development Block Grant Program, Section 8 Housiamg Assi tanc a Program and
General Fund; and
BE IT FURTHER. RESOLVED that the aforesaid budgets be transmitted to the City Council of the
City of Plymouth with a recommendation that the Council approve the budgets for the Community
Development: Block Grant Program and establish an HRA property tax levy for taxes payable is
1997 that is adequate to provide the funding required by the HRA's General Fund budget and the
City administrative allocations in the CDBG budget for 1997.
Adopted by the Plymouth Housing and Redevelopment Authority on August 1, 1996.
Patio 185
Cul ofF4momh
HRA • COBS FUND SUMMARY OF REVENUE
FOR YEAR 1997
I
FUND 237
1-
1(181 I
lowl IBM 1198 1888 cGrA iad 1897TOWActwlAcetolAdopedEnrdjowbiMwAdoyud
Rmwu Rwww Rwnw Rowan Rawrma1 Raww Rmnua
TAXESREC ABLE O OL of: 311
401.00 Rowxt/taoa 011 5.B0o SIM 5.089 4270 8270
TOTAL TAUS RECEIVABLE 0 4800 5.889 LOSE IL270 4270 0
I I I
F DER RANT REVENUES I I
Frovem Yea
517.02 C Yeaf HuR a mt180.820
I
38,759 232.000 2836X11 MOVI 1 81{
517.01 iAo ramlocomo I 0 7.40SI 4000 1430D 5.000 5.000
I I
TOTAL FEDERAL GRANT REVENUES 180.820 0410 297.000] 310,143335,801 M.W 0
INTEREST EARNED 251 15B 300 300
TOTAL INTEREST EARNED 2541 1591 2501 2501 3001 3MI-0
I I
OT R
I
508.00 Coal. from fwdbalance of
c aw luomn 455,968 25,4871 I
TOTAL OTHER 455.8681 0 25.4071 0 0 0 0
FOOTOTAE6 614616 052,123 284726 314362 1 312.218 312.214 0
Patio 185
7116196
232.XLW
I
City of Plymnt6
NRA - COMMUNITY DEVELOPMENT BLOCK GRANT (CORGI BUDGET
FOR YEAR 1997
FUND ACTIVITY 1997 19971 1
232.232 1 1994 19951 19961 1996 Continued! 96artimatedi Increasedl 1997 1997
Actual Actual Adopted Revised Service to Cont. Serv. Servicel Myra Adopted
Exodtrs Emdtrs Budget Budget Budaet increase BudgetBudget Budget
1
PERSONAL SERVICES
601.00 lRagulaf salaries 43,767 46.6421 49,0911 42,411 2.2%1 1 41.479
602.00 ITeMorarysaladu 107 01 01 0
41A79
0 0
603.00 Overtime 881 9881 2.000 1284.1500^ M11% 1,5001.
TOTAL PERSONAL SERVICES 1 44,8551 47,630 51,091 43.695 42,979 1.6%1 01 42.979 0
i I i
MATERIALS AND SUPPLIES 1 1
701.00 Office supplies 366 910
1
500 5C0 5151 3.0%515
702.00 1 Print & publishing1 6981 206 5001 1,016 6001 40.9% 1 600
703.00 IPostage 1 571 803 6001 800 825 3.1% 1 8251
704.00 1Photo eopying 1 6961 700 7351 7351 764 3.9% 7641
751.00 Photopnphy 1 121 331 100 100` 100 0.0%
766.00 Park & res supplies 1,294 Di 01 o- 0 01
i 1 ........... ..._....._
TOTAL MATERIALS & SUPPLIES 1 3,643 2,652 2,6351 3,1511 2,804 11.0%1 2,804 0
CONTRACTUAL SERVICES
802.00 1 Lagal fen
1I
1
I
1091 1.3461 1,5001 1.4711 1,5001 2.0%1 1,500-
863.00 JAudit and accounting 1 500 1,580 1.6591 1,6501 1,7101_ 3.6%1 1,7101
810. 1 Early CM600d Education 01 88.6591 01 01 01 1_ 01
810.20 1Record Mention o! 0 2001 2001 200 0.0% 200
810.31 Rehab private dwellings 65.1201 100.2231 01 98221 103.0001 4.9%1 1 103.0001
810.33 FiM time homebuyer 237,1731 150,000 01 70.000 93,050 31.9%1 1 93.050
810.34 jChild care assistance 1 19,9311 40,0961 01 23.500 23,5_001 0.0% 23,500
810.00 iComrmrdiv Builder
810.69 [Community homeprograrn
I 01
1 34,9501
01
201
01 01
0F01
01
01
1
1
1 0
1_ 0
810.70 !Comm action for sub Hem Co 1 01 2781 01 7,5001 7,5001 0.0%1 7.500
110.71 Iplymuth Park & Ree 1 10.0001 2,2501 01 5,0001 5.0001 0.0%1 5.000
7116196
232.XLW
1R6196
232.XLW
City d Plle"
NRA • COMMUNITY DEVELOPMENT BLOCK GRANT (CORGI BUDGET
FOR YEAR 1997
FUND ACTIVITY 19971 1997
232.232 1994 1995 1996 19961 Continued 1 96satmuted increasedl 1997 1997
Actual Actual Adopted Rwisedl smiml to Cont. Sen. Servicel Mwsj Adopted
Emdrts Exodtra Budna Budadj Budlotl Budaa Bud et
810.72 Hennepin Teduial College 0 0_ Ol 0
810.73 South Shore Park 0 0 0 Ol 0
810. Other CDBG Activities 0 01 193.1701 42.9501 42,950 0.0%I I 42,950
810. Lakeview Commons 0 al 0 0 1 0
SMOG Odra Contractual 103,713 01 01 01 0 0
811.00 Employee training 45 1511 5001 872 5001 42.7%I 500
812.00 Cenferaueslseminara 60 600! 600 6001 0.0% 600
813.00 110.11ilage 60
q53
30 30 301 0.0%1 30
816.00 Suhsai0o:simen6ordips 108 63 01 0! 01 1 DI
822..: Medina 40 665 712 615 6021 2.1%1 602
825.00 Group fife intense 95 140 113 126 2741 117.5%1 2741
826.00 Group hospaalldental 4 299 5.451 6,048 6,048 5,685 2.7% 5,6651
627.00 Workers amplwago disc 7211 300 300 300 309 309
828.00 P.E.R.A. 175 2,090 2,199 1,9002 1.924
3.0%
1.3% 1,924
629.00 JF.LCA. 3,202 2.7931 3.044 2,629 2.665 1.4% 2.665
631.00 1 Long term disability167 2301711 ISO 241 33.9% 1 241
838.00 Rental City
e4ui
t 1200 1.2001 1.2001 1,200 1,236 3.0% 1,236
847.00 Dan processing aloation 2,196 2.200 2,3541 2,354 2,5191 7.0% 2,519
948.00 Adninistration decades 16.747 202 01 0 OI 0
864.00 Facilities Maapanmt ! 1,200 1200 1.2001 1,200 1,236 3.0% 1236
881.00 Red Estate Tax 0 01 01 0 0 0
882.00 Spedd asessnrnte 0 01 00 0 1 0
893.00 jklerm eMense 0 0 0 0 0 OI
889.00 lUmallecated ream 0 0 01 21911 0 0
I --__..
TOTAL CONTRACTUAL SERVICES 502,451 401,1901 215,0001 269,536 296.431 10.0% 01 296,431 0
CAPRAL OUTLAY
921.00 Madinery & M ment 95,632 0 0 01 0 0
1R6196
232.XLW
7126196
237.XLW
City d Ply naln
HRA • COMMUNITY DEVELOPMENT BLOCK GRANT !:DBGi BUDGET
FOR YEAR 1997
FUND ACTAIITY l 11991 19971 1
232.232 1 1 19961 19961 Continued 96 edmiedl IncreasWI 19971 1997
Actual
Esodta
Actual[^ Adeptedl Revis d smicel to Cont. Serv. I
E: trs_ Budoet Budaet Budoet increase'_
Setrial
Budoet
Mors)
BudaM
Adopted
Budget
TOTAL CAPITAL OUTLAY 95,632 OI 0 0 0 0 U 0
I I
DEPARTME T TOTALS j 646,
5811
451,4721 266,7261 316,362 342,2141 6.2%_
OI
0
11
1
7126196
237.XLW
m
Pepe 190
City of P1pwm
HRA SECTION 8 FUM) SUMMARY OF REVENUE
FOR YEAR 1997
FUM) 233
i I
1997
1994 1995 19981 1996 Cominuumll 1997 1997
1 Actual Actual Adapted Estmtdl Smda Mmepne Adopted
Revenue Revenue Resemn Revenue Revmuel Remus Revemn
OTHER RpAms I I
461.00 I nerevt Eaninp 440 527 450 4501 500 500
I
TOTAL OTHERRINNUES 1401 527 4501 4501 500 500 0
I I
FEDER GRaM I I I
I I I
515.00 ISeetion 8 HUD • Direct 478,636 i 430,300 488,550 488,0601 493,900 493,900
515.01 Seetiaa B Real Aesie.*ateEOitT 368,8371 360,)53 330A000 531,825 570,000 570,000
515.02 ISee B Adndn. Feev • Porte631r515.02 I 30,099 29,785 46,612 50,500 ---60—.SCO-F- 0,500••
TOTALTOTALPROGRAM FEES 077.5721 820.838 846,5501 1,056,4971 1.114,400 1.114.400 0
OTHER
Com. hem Retained Eemings 0 I 9,868
I i
TOTALOTHER 0 0 9,869 01 01 01 0
1FUN0 TOTALS I 979Al2 921.366 85ILM 1.066,9671 1,114,800 1,114,808 0
I 1 I I
Pepe 190
7126196
233.XLW
i I I
Cit? h
HRA SECTION 88 BUDGET
FOR YEAR 1997
I I
FUND ACTIVITY I i
233.233 I I 19971 1 1997
1 19941 19951 19961 19961 Continuedl g6estinsatedl Increasedl 19971 1997
Actuall Actual Adoptedl Rr&WI Savicel to Cont. Serv.!- Savin Mgrs) Adopted
I Esodtrs Esodtrs Budget BudLet Buds inaeasel Budget Rudaet Budget
PERSONAL SERVICES 1 I I 1 I
601.00 lRegularsalaries 33.1101 39.0691 40.600' 23.5071 50.6981 76.5%1 1 50.6981
602.00 ITanpomy salaries 1511 OJ 5001 5001 400 20.0%1 1 4001 1
603.00 IOvatime 1 271 83 0 cl 1001 1 1 foo 1
OITOTAL_ PERSONAL SERVICES i_ 332881 39.1521 41.1001 29.0071 51,39871.2%1 051398
MATERIALS AND SUPPLIES
I I
701.00 loffim&qma 862 7371 5501 5501 5701 3.6% 510
702.00 1 Printing & publi*ng 2021 7041 6001 6681 650 -- •5.5% 1 650
703.00 Wastage 1 1,280 2,5501 1,4501 1,4501 10,00 3.1% 1 1.5001 1
704.001 Photoap*g 1 804 8001 8401 8401 6741 4.0%1 1 87411 1
751.00 IPhotographr i OI 01 601 601 501 1&7%1 50
TOTAL MATEMALS & SUPPLIES 1 3,1481 4,7911 3,5001 3,5881 3,644, 1.6% - l 3,604 0
I I I I I I
CONTRACTUAL SERVICES I I I 1 I 1 I
802.00 1 Legal fess 1 1,7181 01 5001 5001 5001 0.0%1 I 500
803.00 lAudit andseeourrong 1 2.9311 3,8311 4.0001 4.0001 4,1201 3.0' 1 4,1201
805.00 IMedialFees I 01 OI OI 10810 100.07` 0
810.00 1Profassionalservices 1 2261 01 2501 2501 250 0.0% 1 2501
610.20 IR@cwd retention I OI 01 4001 4001 400' 0.0%1 400
810.67 lHousinginipection I 5.6671 5,8351 9.500] 9,5001 9,7901 3.1%1 9.790
811.00 1Enpk.-,;,@ Training 1 3721 811 1.5001 1.5001 1,5001 0.0%1 1 1.5001 1
7126196
233.XLW
7126196
233.XLW
City of Plymouth
HRA SECTION 8 BUDGET
FOR YEAR 1997 I
I
FUND ACTRIRV I
233.233 1 1997 1997
19941 19951 1996 19961 Confinod 96 eminMed Ncreased 19971 19971
1 Actuall Actuall Adopted Revised Service to Com. Say. Savicel Mgrsj Adopted)
Lgdtml Exodtml Budaa Budadj Budget inaeasa Budget Budget I Budaet
812.00 Confaear ,-a & Sm*m 5741 01 500 4551 500 9.9%1 I 500
813.06 Mdeag 561 266T 0 01 0 1 1 0
816.00 Ma ind ips I 2:'=• 2501 110 2101 210 0.0%1 210
822.00 IM@icm 291 5571 589 4131 746 80.61A I 746
824.00 1 Fuc & 6as6ity insurance 01 01 0 01 01 0.0%1 0
825.00 1 Group fife irAumm 1 1151 1201 113 1131 2401 112.4% 240
826.00 Grouphav talin cs 5,1171 4,869 5,400 5,4001 7,2961 35.1% I 7296
827.00 IWorkaseomosatme 2C6 6001 6001 6001 7T8 3.0%1 1 810
826.00 IP.EJU. I 169 1,7511 1,8191 1,277 2,2861 79.0% 1 22861
829.00F. L C. A. - i 2.3781 2,3381 2,517 1,767 3.1881 80.4% 1 3.1881 1
831.00 ILong Tam Cisakility 148 2001 171 121 2341 93.4% 234
837.00 Ism 8 Rer„al Asdamce 1 301,613 319.1131 326.0001 363,626 365,000 0.4% 365,000
37.01 jSmL 8 PorMn Rat Assist 1 365,8251 358,7851 330,0001 404.315 405.0001 0.2%J 405,000
837.02 IS@c 8 Porn ?ui Rot Assist 1 94.5061 74.7771 99,000E 41,224 40.000 3.0% 40.000
837.03 JSec 8 Port ?m Admin. Fee 1 9.0231 7,4111 11.4001 4,258 5,500 291% 5,500
837.04 See. 8 Port -In Vouchers 01 01 OJ 121.5081 150.0001 23.4%1 1 150.000 i
638.00 Rmttl Ciro Epaipment 1.296 1.340 1,4001 1.4001 1.4421 3.0%1 1 1,442
647.00 Data Pmcmdng AAoatim 1 3204 3200 3,424 3.4241 3,664 7.0%1 1 3,664
864M Fedha L%napnwa AOoation 1,5001 1,500 1.575 1.5751 1,654 5.0% 1,654
882.00 4KW Az mrnts 4561 01 0 01 OI 0
883.00 hrtwMEspmse 171 0. 0 OI OJ 0
899.80 JRMM 01 01 0 46,2681 45.7201 44,520
899.42 1 Reserve WiAdrawal . FSS Casework 0 6401 10.0001 18.2401 10.000 4L2% 10.0001
I-•-- J I I
TOTAL CONTRACTUAL SEIIYICfcS 797,5451 796,3911 810,766 1.032.4521 1,059,8581 2.7%1 01 1,058,658 0
I I I
CAPRAL OUTIAY I I I I
7126196
233.XLW
Peps 195
i
aty of Plymouth
HRA • GENERAL FUND SUMMARY OF REVENUE'
FOR YEAR 1997
I
IFUND 234 I I
1997
19941 19951 1996 19961 Contimndj 1997 1997
ActuWl Actuidl Adopted Estmtd Service malgersl Adopted
Rewmre L-—1 inaml Revenue REEL@ Revenue
i
TAXES RECERIABLE
I
401.00 lPropwtyTaxu I 379.S321 376.2061 376.300 376.3001 384.7271 384.727
Mesa: Abatement 1 11&395)1 14,59711 13.80011 3.8001 14.00011 14,0001
TOTAL TAXES RECEIVABLE 1 363,537 , 371.6091 372.5001 372.5001 380.7271 380271 0
I _I 1 1 1I
INTEREST EARNED I I
I
461.00 1 btaM on bveatmt I 3561 1.2281 2,0501 2.050 2,100 2.100
TOTAL MREST EARNED I 3561 12261 2.050 2,1001 2.1001 0
I
FUOOTOTALS 1 363.893 I 312.131 1 374.6501 374,5501 382,827 1 382,827 0
I i I I I I I
Peps 195
7126196
234.XLW
I I
City of Plymouth l
NRA GENERAL FUND BUDGET (TAX LEVY) I
FOR YEAR 1997
FUND ACTRRIY I 19971 1997
234.234 1994 1995 19961 1996, ConftW 96 estimated hnreasad 1 19971 19971
Actuall Actuall Adoptedl Rovkedl Service to Coat. Sm.1 Servicel Mgrsi Adapted I_
PERSONAL SERVICES
Emdtrsl
i
E.&. tl BudMIJ Bad et Budol epi eWMl
601.00 RapidarsAmies 1 22.0161 54,7791 58,8051 59.2721 61.2201 3.3%1 1 61,2201 1
602.00 TaMamy Salaries 1 6,8361 2,6211 7.0001 11,1061 13.81101 24.3%1 13,8001
603.00 OVx*m 1 1931 01 01 01 01 1 01
1 29,0451 57.4001 65,8051 70.3781 75.0201 ml 01 75.0201 01
I I I i I I I
MATERIALS AND SUPPLIES
I i I I I
701.00 lafficeStwries 3141 3201 3401 3401 3501 3.o%I 1 3501 1
702.00 1 Printing & paMisli-m 01 501 2101 2101 2101 0.0%1 2101 1
703.00 IPomea 695 401 9601 9601 9901 3.1 %1 990 l
704.00 Phr-cepykm 0 4001 4201 1.7161 437 74.5%1 I 4371
751.00 JPhotoWaphy I 591 61 501 501 50 0.0%1 1 501 1
01TOTALMATERIALS & SUPPLIES 1 1.2661 8161 1.98013,27.61 2.0371_37.8% 0 2.0371
1 x 1
CONTRACTUAL SERVICES
I I I
602.00 ILMM hm 1 32041 3011 5,0001 3,0001 3AMI 0.0% 3,000
610.00 Icanumservices 1 601 111 12.0001 12.0001 12.0001 0.0% 12,000
810.32 ISauar housing rental sbddf 1 32,1371 239,2331 270.0001 258.8661 270,0001 4.3%1 270,000
811.00Employmm Training 1 481 551 S001 5001 5001 0.0%I 500
812.00 Irm.11rarce1 Saninm 1 1601 01 1.0001-1.0001 1,0301 3.0%I 1.030
813.00 Mileage 1 101 951 301 301 301 0.0%I 1 301 1
816.00 1Su6sawas Maiberdos 1 01 2051 2501 6521 6001 8.0%1 1 Goo
822.00 IMediare 1 671 effil 8501 8591 1.087 2&5%1 1,1187
825.00 [Ufa insurance 1 131 1701 4971 5071-4161 17.9%1 416
7126196
234.XLW
7126196
29it11 W
Cm of Fhwa th
HRA GENERAL FOND BUDGET (TAX LEYYI
FOR YEAR 1997 1
FUND ACTRRTY 1 1 19971 1 1997
234-234 1 1994 1995 1996 19961 Contitowl Boutinawl 6oeesedl 19971 1997
1 Actudl Aetud Adopted Revised Service to Com. Sm. 1 sonical MOrsl Adopted
s d Buudoml mit Budd inaeem delmit BWW
626.00 Creep huspitd innuena 594 5.098 5.736 5.496 4,879 11.2% 1 4,879
827.00 lWmbrs an"mostion
828.00 IP.E.RJL
821-
7851
1001
2.512
1001 100
2,6341 2.6551
103
2,743'
3A%I
3.3511
1 1031
1 2,7431
829.00 IFALA. I 2,0321 3.3811 3.6461 3.6751 4.6511 26.6% 1 4.6511 1
831.00 l!mp Tee DisabMry 241 2801 2471 2521 2311 4.351 i 2311
83800 jRsnW City Equipment I ol 1200 I'nal I.Ml 12361 U%I 1 12361
847.00 1 Dm Proamine ABoation I al 1.5001 1,6051 1,605 1,7201 1.2% 1,720
864.00 FeaTitiesManeBenemt al 1.4001 1.470' 1.470 15141 5.0%1_ 1.544
683.00 trrteeet Evpense I Ol 1131 01 01 01 1 1 01, I-
99.00 lReseme I 0 100 01 al 01 1 1 al I
TOTAL COURACTUAL SERr10ES 39.236' 256,548 306,765 MA671 305.7701 4.1% 01 305.7701 01
I I
CAMAL OOTIAY
906.00 OlSa FurnWft & Eq* t I ol 3.6221 01 01 0 I ol I
921.00 MediireY & Egoomm 01 al 01 0 Of Ol I
965.00 Cvntrbuuer • Odie Fund 01 ol 01 ol OL_
967 601-TruwW to CsmW Eq* 1 01 2,4761 0 Ol Ol I u
TOTAL CAPRAl01RLAr 01 sAsBr 001 0 01 01 0
i I I
DEPARTWERTTOTALS 1 69"1 32OASZI 374001 367,6li 38!,8!7 4.2%1 ol 382A11 BI
7126196
29it11 W
OO:
6 `•. .
7..71•/s4 i!+ avv+±o AAYi + '!'","•'a1 '..7•R7/'. .'.
DATE: July 12,1996 for Housing and Ralevelopment Authority
Meeting of August 1. 1996
TO: HRA Board
FROM: Anile Huriburt, Executive Director
SUBJECT: Plymouth Economic Development Fund (PEDF) Guidelines
Attached you will find two versions of the PERF guidelir!es, revised per our discussion at
the June 20 mating. The fust document shows all of the revision ma to with added text
underlined and deletions crossed out. The second version u a clean copy showing the
document after revisions.
j
The changes are:
Page 2, editorial dm*n to indicate that the loam fund will be "initially" funded by
an Economic Recovery Grant, and to define the term "LN" as Low and Moderate
Income.
Page 2 to 3, secdou [VA. Business Eligibility, to de!6te the two criteria unarming
credit worthy" and "non-credit worthy start-up businesses". leaving the ellglblllty
criteria as simply industrial businesses or commercial businesses which to not
compete with an existing Plymouth business.
Page 6, Section B.S., editorial changes to language on City Council review of HRA
decisions.
Recommemdatbn:
I recommend that the HRA, after reviewing and approving the revisions made by staff,
recommend that the City Council give final approval to the Plymouth Economic
Development Fund (PEDF) Guidelines.
doe
J
a.
Loan Fund Guidelines, Revisions from lune 20 HRA Meeting Marked
PLYMOUTH ECONOMIC DEVELOPMENT FUND GUMELUM
CITY OF PLYMOUTH
3400 Plymouth Boulevard
Plymouth, Minnesota 55447-1482
612)509-5000
I. INTRODUCTION
The purpose of the Plymouth Economic Development Fund (PEDF) is to encourage economic
development by supplementing conventional financing sources available to existing and new
businesses. The Plymouth Economic Development Fund (PEDF) is administered by the
Plymouth Housing and RRdevelopment Authority (HRA), subject to the P3DF guidelines as
approved by the .Plymouth City Council. Through this program, the HRA works with
participating lending institution(s) to make loads to businesses :o help them meet a portion of
their financing needs. It is the responsibility of the HRA to assure that loans are consistent with
the objectives of the program and comply with all other PEDF policies as defined in this
document
The Plymouth Economic Development Fund is operated as an equal opportunity program. All
applicants shall have equal access to PEDF funds regardless of race, sex, age, marital status, or
other personal characteristics.
17. BACKGROUND
Revolving loan funds (RLF's) have become an increasingly popular business financing tool
because of their ability to leverage public and private dollars and recycle funds as well as their
flexible design and simple operation. RLF's provide firms with direct loans, loan guarantees,
interest subsidy and other financial assistance. As the RLF receives '::e principal and interest
from outstanding loans, the money is made available to another borrower. This recycling of
funds makes RLF's particularly valuable in light of the growing scarcity of development funds.
RLF's are designed to alleviate the high cost and short supply of capital for community
businesses by providing flexible Ian terms. Typically, RLF's lower the rate, lengthen the term,
or reduce the risk of a loan. By increasing accessibility to capital, RLF's help firms expand,
develop or remain in the community. By providing critical subordinate financing for a loan
package instead of 100 percent direct financing, RLF's are an effective tool for leveraging. RLF
loans are typically combined with other public or private dollars.
W
IAN Rad Odddhn,
It id anticipated that the FEDF revolving km find wHLJWdd&Jn titoded by an EoonanicRecovery (Imot for the 1996 Valve Rx expansion Project.
M.
All activities fumed through the RLF wM no at least one of do followft objectives:
Benefit to low and modeease income persons:
Pterion or elm of slums and blight;
Alleviase urgent car development or radevdapmgm meta.
All lo Dkrl, faded by the RLF we intended to crease or retahn jobs drat, ate td= by or avwbbletolowandmoderateincomepersons. At least 31% of all jobs creased and/or fetahned will be
either Won by LM 1 J=&" or considered to be available to Lm I1>•
In addition to meethAg one or mar of the PERF program objet dm. dl bm must no two or
mote of the following crioerh:
A. To provide loans for credit worthy budneasee that crrase new jobs.
B. To provide loans for credit worthy budnm m dun would mase the comer
tax base.
C. To amiat. new or a ENWIg industrial sod Commercial businesses so improve or
Mood their operadoos.
D. To provide loans to be used as a secwndaty source of tinenciog that is intended to
rqplm= conveertondh fmaochng ON& fmsuch g).
E. To provide loans in siftaftas in which fimdmg gap exists.
F. To provide funds for ecomhic development that Codd be used to assist in
CbUhft other Buds such as Snail Buslums Adminho .m loans. federal and
smoe Smoot ase.
A. SU04M EUIGID1 ITy
Induasrid busioesses g4
Commercial businmses which enhance the cwmoumity, but do not compete with
an a ds ft eonmaercial business within Plymouth.
Loan Fund Guidelines, Revisions from June 20 HRA Meeting Marked
B. LOAN AMOUNT
10,000 loan Iper each job created, or $5,000 per every $20,000 increase in
property market valuation, or $5,000 per every $20,000 increase in personal
property used for business purposes, whichever is higher; subject to fund
availability and loan fund guidelines.
C. FINANCING METHOD
COMPANION DIRECT LOAN Example: Equity 20%, PEDF 30%. and
bank 50%. (All such loans may be
subordinated to the primary lender(s) if
requested by the primary lenders(s). PEDF
loan is leveraged and the lower interest rate
of the PEDF lowers the effective interest
rate on the entire project).
PARTICIPATION LOAN PEDF buys a portion of the loan. Mw
PEDF is not in a subordinate position, an
collateral is required by the PEDF, and the
loan provides a lower interest rate).
LOAN GUARANTEES PEDF guarantees a portion of the bank
Personal and real estate guarantees h: -
separately). mately)•
D. USE OF PROCEEDS
RL -4 property acquisition and development.
Real property rehabilitation (expansion or improvements).
Machinery anO equipment.
Working capital.
Business buyouts, only in circumstances in which such assistance is deemed by the
City as essential to retain an existing Plymouth company in the area.
3
WA
EmIs ed tiaiddiam.
B. TERMS ANDCONDITIONS
MAN.SIZEAMY Rcm of the mminft ban Nod
balance or $13.000, which ever is geeater.
LEVERAGE Minimum 60% of privWJOA c mm-FEDF
Maximum 30% Public OWF)
Mbd= m 10% equity
LOAN TERM Pasouel propmty term not to exceed life of
equtaM 4pnerally 7-10 yeas). Real
estate property may be ammdwd up to 30
yem• Balloon payment at 10 years, as
apprepriate.
INTEREST RATE Fund rate not less than the averape rate of
remrn on Nods invested by the City of
Plymouth over the 6 momh period prior to
ban approval.
LOAN FEE Minimum fee of $200. but not to exceed I %
of the total ban project. 1m ars to be
doom entod and m duplication of foes
between do leading iostidr M and aloe
PEDF. Loan fee may be iocorponged into
lrojed. cod. HRA retains the right to
reduce of waiver ban fee or portion of loan
fee.
PREPAYMENT POLICY No penalty for prepayment.
INTERWT L1111TATION ON
GUARANTEED LOANS Subject 10 security and/or review by HRA.
t-%IJMABUM OF LOAN Subject to HRA approval.
BUIS NESS EQUITY
RBQUMEMEM Subject to type of lose: HRA will determine
can by cm analysis under normal lenft*
guidelines.
4
t
I coax Pod tidgetmea.
COLLATERAL. • Bens on real property in projen
Lim on ad property in business
fig dam•
COLLATERAL.. cont. • Lim an red property held
person* (mbjeet to HRA approval
4hameatead exampt).
Machinery said equipment Bess
WWWtewe exempt am
bnd:{u")•
ale mw and/or corporate guarantees
re*dz a udhow persond
suffu)•
F. PARTICEPATQdG LANDING IIVSIITURON(
Participating lending Vis) shall be determined by the FEW applicant.
Paeticipatigg lending ids) shill cooperate with the HRA and assist in
carrying out the policies of the FEW as approved by de HRA Braid.
PartieipNM leading Vis) shall analyze the formal application sod indicate
to tits HRA the level at which the lending ieOa will participate in &e finance
per•
The HRA desires to moor the FEW loan application process as simple as possible. However.
certain proeedcuea meet be followed psior to do HRA comiderstion of a loan request.
b xmaion regarding -do psugeam said procedure for obmift a lana are as follows:
A. HRA STAFF DUTES:
The HRA Exemm Di ec for shell carry out FEW operft procedcaes as approved by
the HRA Bard on the City Council. Staff is reeponsible for assisting businesses in the
ban application proem, said will work closely wi& applicama m dewdopigg nocessary
blbema 1 .
B. APPLICATION PROCESS:
1. Applicant shall cvmplae a preliminary baa application. Staff will review
application for consistency with the policies as foe& in tbe PBDF Guidelines.
5
LIM
Lasn gond GdOe hm
Staff comidendon of the p Wmimry loan application "Id taloa approximately
one wer—I I.,
2. Stats will ask applicant to contact a lei itsatitution regarding financing needs
and indicate to applicant that Hither action by de HRA an the poamW man will
require Indication of support from a bu ft instbution.
3. If applicant gains Md support from lending institutions, and if the preliminary
man application is approved, applicant is then add to complete a formal
application. V the prelindeary man application is not approved by staff, the
applicant may request that the HRA consider approval of the preliminary
application at the on regularly scheduled meeting of the HILA Board.
4. V We preliminary loan application is approved, applicant shall complete a formal
application. Fomd application shall include a business plan which will include
its management mmm, menet analysis. and financial statement. Ulna
damn naxasary for obtal ft the bank loan associated whit the proposal
is acceptable. '
S. Attached wilb each fornnal application is a written release of in.farmation executed
by the man applicant.
6. Staff will meet whit applicant and other pm*Apoft lenders) to refine the plan
for finsa ft the proposed enterprise.
I Staff shall analyze the formal application and financial stamens contained
therein to determine if the proposed business ad finance plan is viable. Staff
may, at its dismeton, accept the findings of a bahrldog hitch ion regarding
applicant credit sad fimauW vii ty of me project. Atter andysis is complete,
staff shall submit a written recommendation to the HRA Board. A decision
regarding the application shell be made by the Beard within 45 days of the
submittal of a completed formal appliatian.
S. The BRA shall have authority to approve or dein mans: however, within 21 days
of HILA doddouffeevel. the City Council may reverse a decision to approve tg
d=La loan d it is deoermiaed by Council that such man was issued or erased is
violation of FEDF guidelims.
9. Fria to issuance of an approved man. the City Attorney shall review all contracts,
legal documents, and interceedita agreemeata. Atter such review is complete, me
HILA shall issue said man.
6
I Loan Fad Ow"hu, an
Shff shell stibmit quarterly Insozoarres =&or aomtal report detatlicg the Ifa016 Of 16E
Plymouth Economic Developmer t Food.
D. LOAN AMM41 1RATION
Staff doll service the lose, shall mO 1- the iRtA's position with regard
to do Wan, and shall assume HRA compliance wbh iotrnxe I'm
agreement. Up to 30% of I I - portion of Wan psymema shall be
available to ofil<a aeration costa of this RLF program.
2. All Wsn domucents shall bmb* an iummiditor agreement which must
Mode the folbwing:
A. Definition of Wan defaul4 agreements regarding notification of defaWt.
B. Agreements between lending mstimtion and city regarding
reproductionof pertinent iotormafion regarding tits loan.
S. All Wan dommmnm m shall include agreements between borrower and lender
regarding release of privacy regarding tide Imus of the Wan.
E. APPLICATION REQUMEMENTS
Mciem information shall be included m a Wan application for tits HRA to determine
met the assistance provided to a for-prolit business is atcnWy needed to make the projed
wont and is not eaoemive in the uw mt of Mismoce.
In order to sc:oa;;.'_fi mis determination, for proffi businesses applying to the FEDF
shall .provide the following:
1. A detailed fusibility study both from a mutative and descriptive basis as
well as financial projections for three years into the fume (i.e. cash flow
pro forma. projected balance sheets and profit and lou statements, etc.).
2. A marlret analysis demonsosatiag the opportunity for the product, or
increased demand for the product Cd an expansion of an existing business).
3. A management plan and background of key mamgm= personnel.
J
LAW road tidddhms.
x
4. The n mcber. types. and mp levels of jobs to be remind and/or sea, ,
mclrrdigg an estiaia a of the mt metras 1 in jobs to me State of ibis.
S: Estimated Increases to mo tax. base of Plymouth.
6. Any otbu peripheral dvdlopmem whicdt may ocean ad a result of da
lWJgd•
F. ADDMONAL IIdF MMATION REQLgRED
The PEDF will also require mformadon necessary to allow dor HRA to malm the
following determinations.
1. Whedier project costs am reasaoabb In comparison to similar projects or
2. Whedar pro forma p *cd m . are reasonable when compared wire
WlMdc l date (if any) or whh mdUSUY emndatde (i.e. RMA. etc.).
3. Documentation of private and bank iimds dot am committed to prejea
costa.
4. Terms of any loan proceeds due are pan of Project.
S. Do=mbdm dot a fmaming •gap• exists and litoacial assismme is
mcesmry.
6. Doamnertatan dot da rase of Mn is um&&Co) and fmmcial
assistance is required to improve said rate of return.
7. Demonstradon the a lccation preference Of Plynmuth versus some odor
Community (m Slue or Out of SM) odes and fmaticial inoemives are
aeoesauy so cause Project to mmam in or located to Plymouth.
Note diet items S. 6. and 7. will be required to dor extern day am da basis for the
mqueu for assismme. Furdor, da PEDF may waive in oensm innames, some of da
khrmaadon am domruamdon required as may, m catam homes, require addidoml
dommumtamn or-mirror.inkiion for matters mt covered.above.)
8
I Lm pod odmbw
VA sjy I L, I ' J1 I; J I:d
A. In die event the FEDF Nods an vood dot we subjxt to •F:ap m Yid 0
regttinments, dte HUD Flop htcmme Rjulsthms will be foilowed.
B. In me event FEDF Funh m used drat are and ja t to DaviNBacon tequirentetms,
busit>esses sssiated will be soh tmed atd me HRA will be respanable 0 loautle
drat Davis -Bacon Guiddioa an compiled with.
C. Bodsom assisted with FEDF Ands omat pruvide vdid bids ft coon
work to be done or equipment to be acquired in whole or in pact with FEDF Am&
to verify coat eHadfivemem.
No atbstudd cbmW to tbe FEDF pui dhm shall be Wuk med without prior approval by the
City Cotmcil.
odlhomd lhtaleomrenVoamev3Aoc
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Loco Fina owdeiloee, Joe m. IM
PLYMOVHi ECONMC DEVLLOPMINr FUND GUIDE MES
CrrY OF PLYMOUM
340.0 Pbuotdh Boukvae+d
Plysnonf6, Minnesota Si447--1482
Ow M0400
The purpose of the Plymouth Economic Developmw Food (PEDF) is to encourage ecwnomk
development by supplem=g wove fimncing sources available to existing and new
businases. The Plymouth Economk Development Fuad OWF) is adminlored by the
Plymouth Housing and Redevelepmem Authority OMA), subject to de PEDF guidelines as
approved by the Plyrnout6 City Council. 'lbrough this program. the HRA works with
paftipatigg lmft ingi4uion(s) to mane loam to businsees to bele dem meet a portion of
their tom t needs. u is de reapomibi * of de HRA to assure dot loam are consistent with
the objectives of the program sod comply with all oder PEDF policies as defined In this
N document
ll
The Plymou& Economic Developmem Find is operated as an equal opportunity program. All
applicarua d ll bave equal snows to PEDF Nada regardlem of race. ax, age, marital status, or
oda pasood cisncterisft.
Revolving loan f1mdA OUP's) have become an ioansaiigly popular business financing tool
because of &* ability to leverage public and private dollen and recycle Ands as well as their
flexble design and simple operation. RLF's provide firms with direct loans, loan gusraatoes,
iotetest subsidy and oda fimncial aaistmoe. As true RLP receives the principal and interest
fi+om otrtslatding tram. the money Is mode available to mods borrower. This recycling of
finds malars RLF's particularly valuable in light of the growing scarcity of development Nods.
RIFs are designed to alleviate the high cost and shin supply of capital for comomnity
bisioeasea by providing flexble loan tenth. Typically. RLF's Iowa the nate, lengthen the tam,
or nIll oe the risk of a loan. By incasing aooessbility to capital. RLF's help firms expand,
develop or remain in the community. By providing critical abordimts financing for a loan
package Instead of 100 percent direct financing. RLF's are an effective tool for leveraging. RLF
lean are typically combined with other public or private dollars.
Imo Fina GuWeliow June 70.19%
It .is amicipated dot the PERF mdvfog loan food will WAY be &O*d by an EconomicRecoveryQramforWe1996VdueRxespaoswnproject.
M, EM PROMAM ORMCMU
AU activities funded t1t<ough do RLP will meet at least on of the following objecdv a: B=dk to low and modmo;ar r , person:
PmvaWm or dimiostion of sdnns and blight;
Alleviate urgent cam deM,kpm or ndgwdopmmt meds.
All Ftojecm funded by the RLP are WNUM to creme or retain jobs drat are taken by or availabletolowandmodem' persons. At least 31% of all jobs created and/or eetaloed will be
either Wm by LM a ow and Moderate Income) pmms or em mwW to be available to DO
per•
addition to mee ft on or more of dw PEDF program objecdva, all loans must meet two or
more of dw ffilowigg criteria:
A. To provide loaoe for cmdk worthy buslnasee dot crate new jobs.
B. . To provide loans for aodit worthy businesses that would iocr,am the comnu*y
tax base.
C. To aasiat new or exbft industrial and commercial busioeases to improve or
egwd their opasdos.
D. To provide loans to be used as a saoodn source of fmaocing that b fooended to
supplamnt convadond fmanciog (bank browing).
E. To provlde loans In aiduations in which fatding gap exists.
F. To provide foods for ecommle dewfopmatt dtat could be umd to assist In
obminiag odwr Mods such as Snell Business AdmhdsuWm loans, federal std
amts grams, etc.
A. BUSBY IM EIICiMKM
lodumlal businesses or
Cotnmencid businesses which enhance dw community. but do not compete with
an existing omtmeecid btsiom within Plymouth.
2
Gm—
LOU Fmd Oddetio , I= m. t9liti
B. WAN AMOUNT
10.000 loan per each job dated, or $3.000 per every 320.000 increase in
PWuIYmea- I valuation. or $3.000 per every 320.000 increase in peeeomi
property used for business pupores, whichever is higher; abject to AW
availability and ban thou FWdiaa.
C. FINANCING MBTHOD
COMPAMON DIRECT LOAN
PARTICMPATION LOAN
LOAN GUARANTEES
E=Vb: Equity 20%. PERF 30%. and
bads 30%. (All mdr boos may be
subordimmd to the primary kndes(s) if
requested by the primary kndere(e). FEW
boo is kveraped and the barer hrterest rate
of the PEDF borers the ditdve intemt
race on do entire project).
PEDF buys a portion of do ban. (The
PEDF is not in a mbotdimte position, no
collateral is required by the PEDF, and the
baa provides a lower iatered rete).
PEDF gueramees a portion of dw baric boo.
O%moud and real elute Palo= haodkd
fly).
Real p olmay acquisition and dewlolttrte=.
Real p platy mh*Ukdion (eW mion or improvemeata).
Machlmry and equipment.
wonting
B ubm buyouts. 001y in cinaaoosM= in which such aesbOm is deemed by do
City m essential to retain as esbft Plymouth compm In the area.
B. TERMS AND COMMONS
TO7N
J 3
Fitly pane= of dee remandq ban !lend
balaooe or 315.000, which ever is greater.
Lm Pmd.Odddi m, Jm J0. 1996
r
LEVERAGE Mbdo m 60% of privemot is ron-FEDF
M mllm m 90% Pddk OWF)
Minimum 10% "PW
LOAN TERM Pr rs W POPOtY term M to exceed We of
equip W (generally 7-10 Yeats). Real
egm ProPertY may be amotdzed up to 30
yeses. Balloom payment at 10 years, as
alwopriale•
INTEREST RATE Fixed este not leas dean dte average rate of
return on Amb inveW by the City of
Plymouth over do 6 mom& period prbr to
I= approval.
LOAN FEE Minims he of $2W. but tart to exceed I %
of do total ban projm. Fees are to be
doamlemed and no duplicaion of fees
betaem dw lending mon ad die
PBDF. Loan in may be btoorporawl imo
project cost. HRA mWos dee right to
reduce or waiver loan fee or porton of loan
fee.
PREPAYMENT POLICY No penalty for prepaymm.
IIMMEST LIMITATION ON
GUARANTEED LOANS Subject to semrity mWor review by HRA.
ASSUMADMI Y OF LOAN Subject to HRA approval.
BUMWESS BQU11Y
REQUIREMENTS SabjM to type of ban; HRA will determine
case by case amlysis corder n ford knft
guidelim.
COLLATERAL Liens on nal property in project
Omztpp deed).
L.icm on real property In business
mortgage dead).
4 —le
N
Lam Feted GoWdines.. JUM 20.1996
COLATERAL cont. 4P Liens on teal properly held
P018001ft (subsea to HRA appraW
homestead exempt).
Nkchleery and equipment liens
except equipment exempt from
may).
Personal and/or corporate guarantees
requires unlimited personal
guarantees):
F. PARTICEPATINO LENDING 1NSTiT[Tl'ION(S)
Parte lending iarlit uion(s) shall be determined by the PEDF slrpHimat.
Participating lending institution(s) shall cooperate with the HRA and assist in
carrying out the policies of the PERF as approved by the HRA Board.
Participating lending mshtutton(s) shall analyze the formal applicarm and indicate
to the HRA the level at which the lending imstimuion will participate in the finance
PWJMP.
The HRA desires to mane the FEW loan application process as simple as possible. However,
certain procedures must be follouid prior to the HRA consideration of a loan reyuest.
Intorntation M89le8 the Prog1111 and Procedures for obi a loan are as follows:
A. HRA STAFF DUTIES:
The HRA Executive Director shall carry out PEW operating procedures as approved by
the HRA Board on the City Council. Staff is responsible for assisting businesses in the
loam application Process, and will work closely with applicants in developing necessaryinformation.
B. APPLICATION PROCESS:
I. Applicant shall complete a preliminary loan application. Stats will review
application for consistency with the policies at forth in the PEDF Guidelines.
Staff consideration of the preliminary loan application should take approximately
one week.
loan Food GoWelloa. June 20, 1996
2. Staff will ask applicant to contact a lendmg institution regarding financing needs
and indite to applicant that further action by the HRA on the potential loan will
require indication of support from a lending institution.
3. if applicant gains initial support from lending institutions, and if the preliminary
loan application is approved, applicant is then asked to complete a formal
application. If the preliminary loan application is not approved by staff. do
applicant may request drat the HRA consider approval of the preliminary
application at the next regularly scheduled meering of the HRA Board.
4. If the preliminary loan application is approved, applicant shall complete a formal
application. Formal application def include a business plan which will imclwb
its management structure, madot analysis, and financial statement. Law
documentation necessary for obtaining the bank loan associated with the proposal
is acceptable.
S. Attached widt each formal application a a written release of information executed
by the loan applicant.
6. Staff will meet with applicant and other participatm lender(s) to refine the plan
for financing the proposed enterprise.
7. Staff shall analyte the formal application and financial ante== contained
therein to determine if the proposed business and finance plan is viable. Staff
may, at its discretion, accept the findings of a banking institution regarding
applicant credit and financial viability of die project. After analysis is complete.
staff shag submit a written recommendation to We HRA Board. A decision
regarding dw application shall be made by die Board within 45 days of the
submittal of a completed formal application.
8. The HRA shall have authority to approve or deny loans: however. within 21 days
of HRA decision, the City Care :if may reverse a decision to approve or deny a
loan if it is determined by Council that such loan was issued or denied in violation
of PEDF guidelines.
9. Prior to issuance of an approved ken, the City Attorney shall review all contracts,
legal documents. and imercreditor agreements. After such review is complete. the
HRA shall issue said loan.
6
r.."
Lon Fwd Guldelbm lune 20, 1996
C. REMRTiNG
Staff shall submit quarterly summaries and/or arcual report deaft the status of the
Plymouth Economic Dewlopmeot Fund. .
D. LOAN ADURUSTRATION
1. Safi shall service the lom shall monitor the HRA's position with regard
to the fossa and shall assure .I RA compliance. with intercredhor
agreement. Up to 30% of interest portion of loan payments shall be
available -to, offset administration coos of this RLF program. .
2. All loan documents shall include an intercreditor agreement which must .
include the following:
A. Definition of loan default, agreements regatdin_ notification of default.
B. A8'reemena between landing institution and city regarding
reprodtuxion of pertinent information regarding the lose.
i 3. All loan documentation shall include agreenenRs between borrower and fader
regarding release of privacy regarding due status of the loan.
E. APPLICATION REQUIREMENTS
Sufficient information shall be included in a loan application for the HRA to determine
that the assistance provided to a for-profit business is actually needed to make the project
work and is mat excessive in the amount of assistance.
In order to accomplish this determination. for-profit businesses applying to the PEDF
shall provide the following:
1. A detailed feasibility study both from a m fmdve SM descriptive basis as
well as financial .projections for three years into the future (i.e. cash flow
pro forma, projected balance shoo and profit and loss s<atemena. etc.).
2. A market analysis demonstrating the opporumity for the productv or
increased demand for the product (if an agwnsion of an.existigg business).
3. A management plan and bw]WOupd of key management personnel.
J 7
Loan Fund tiuidel M, Joe 20, 1993
4. The n<mmber, types, and wage levels of jobs to be retained. and/or created,
including an estimate of the net increase in jobs to the State of Minumm.
S. Estimated increases to the tax base of Piymoudn.
6. Any other peripheral development which may Ocaa as a result of the
project.
F. ADDITIONAL INFORMATION REQUMW
The PEDF will also require mf0r=ion necessary to allow the HRA to make the
fallowing determinations.
I. Whedier project costs are reasonable in comparison to similar projects or
industry standards.
2. Whether pro forma projections are reaa,neble Aen compared with
historical date (if any) or with industry standards (i.e. RMA, etc.).
3. Documentation of private and bank funds that are committed to project
Costs.
4. Tenors of any loan proceeds that are part of Project.
S. Documentation that a financing "bap" exists and financial assistance is
necessary.
6. Documentation that the rate of return is unsatisfactory and fora =W
assistance is required to improve said rate of return.
7. Demonstration that a location preference Of Plymouth versus some other
community (in State or out of State) exists and financial incentives are
necessary to can Project to remain in or located to Plymouth.
Note that items S. 6, and 7, will be required to the extent they are the basis for Me
request for assistance. Further, the PERF may waive in certain instances. some of the
information and deaunemation required as may, in certain instances, require additional
docuarentation or information for matters net covered above.)
8
I—N
Lon i and (iuldelloa. June I0. 1996
i:A • i V, is
A. In She event the PEDF funds are used that nee subject to 'Program inane•
requirements. the HUD Program hrcome Regulations will be followed.
B. In the event FEDF Funds are used that are subject to Davis/Bacon mquireman.
businesses assisted will be so informed and the HRA will be responsible to iemn
that DavwBacon C•n tnes are compliod with.
C. Businesses assisted with PEDF funds mast pmvide valid bids for oonsouction
work to be done or equipm= to be acquired in wbole or in part with FEW funds
to verity cost a (boveness.
No substantial dmuges to the PERF guidelines shall be instituted without prior apprjval by the
City Council.
oftousingUnleomenWameO.doc
9
LA
DATE: July 25, 1996 for Housing and Redevelopment Authority Meeting of August 1, 1996
TO: Anne W. Hudburt, Executive Director
FROM: Edward J. Goldsmith, HRA Supervisor
SUBJECT: Amendment to CDBG Agreement for Lakeview Commons Development
Lakeview Commons is a 64 unit "Low Income Housing Tax Credit" (UHTC) apartment complex at
Niagara Lane and Eighteenth Avenue North. It was built in 1993, with assistance from the City of
60,950 in Community Development Block Grant (CDBG) funds to construct a storm water run-off
pond. This assistance was originally approved as a grant to the developer. Neither the construction
of the pond nor the need for CDBG assistance had been anticipated at the time that the owner had
arranged financing for to development.
The owner, Heartland -Plymouth Lakeview Commons, LLC, is currently in the process of finalizing
the permanent financing for the development and has proposed to convert the City's grant to a loan.
The loan would accrue I % interest annually and would be repaid on May 13, 2025 or upon the sale or
transfer of the property, whichever occurs first. If the grant is v%gdned the amount of net tax credits
generated by the development would be less than anticipated in the development's financing package.
By converting the grant to a loan, the negative impact of the CDBG assistance is eliminated without
additional benefit to the developer.
The City's Agreement also requires that Lakeview Commons accept Section 8 applicants for the
development without limitation. Lakeview Commons is fully occupied and currently houses 15
Section 8 families, 23% of the development. The original intent of the Agreement was to ensure
reasonable access for Section 8 clients, while maintaining a diverse tenant population. To maintain
this intent it is necessary that the Agreement be amended to permit a maximum of 25 % of the units to
be occupied by Section 8 clients.
To accomplish the indicated changes in the Agreement, it is necessary to execute an amendment to the
original CDBG agreement between the ^_ity and Heartland -Lakeview Commons, LLC. The HRA will
need to recommend to the City Comicil that such an amendment be executed on behalf of the City.
I recommend that the HRA Board adopt the attached resolution recommending to the Plymouth
City Council that it authorize staff to execute an amendment to the CDBG Agreement between
the City of Plymouth and the Heartland -Plymouth Lakevlew Commons, LLC.
Attachment:
Draft HRA Resolution
pldNaMyNsYld,gNiYw e.
HRA RESOLUTION 96.11
1
AUIWORIMG THE AMENDMENT OF THE COMMUNITY DEVELOPMENT BLOCS
GRANT (CDBG) AGREEMENT WITH HEARTLAND -PLYMOUTH LAKEVI EW
COMMONS, LLC
WHEREAS, the City of Plymouth entered into an agreement with Heartland -Plymouth Lal-eview
Commons, LLC dated May 26, 1995 to provide $60,950 as a grant of CDBG funds in order to
construct a storm water treatment pond that was necessary in order to proceed with construction of
the Lakeview Commons apartment complex at the southwest corner of Niagara Lane and Eighteenth
Avenue, North in Plymouth; and
WHEREAS, Heartland -Plymouth Lakeview Commons has proposed to convert the City's grant to a
loan accruing I % annual interest repayable to the City upon the earlier of either May 13, 2025 or the
sale or transfer of the property; and
WHEREAS, conversion of the grant to a loan is advantageous to both the City and Heartland -
Plymouth Lakeview Commons; and
WHEREAS, the agivement also provides for occupancy of the apartments by clients from the City's
Section 8 program, without limitations; and
WHEREAS, in order to maintain a diverse resident population it is necessary to permit a limit in the
agreement of 25 % of the units to be occupied by Section 8 clients.
NOW THEREFORE, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT
AUTHORITY OF THE CITY OF PLYMOUTH, MINNESOTA, that it recommend to the City
Council of the City of Plymouth that it authorize the appropriate City staff to enter into an amendment
of the existing CDBG agreement with Hearth -d -Plymouth Lakeview Commons, LLC for the purpose
of converting the funds granted under the agreement to a loan as indicated above and permitting a
maximum of 25 percent of the apartments in the development to be occupied by clients of the Section
8 Housing Assistance Program.
Adopted by the Plymouth Housing and Redevelopment Authority on August 1, 1996.
J
MEMO'
13TY OF PLYMOUTH
3100 PLYMOUTH. BOULEVARD, PLYMOUTH, MN ilN47
DATE: July 25, 1996 for Housing and Redevelopment Authority Meeting of August 1, 1996
TO: Anne W. Hvrriburt, Executive Director
FROM.- Edward J. Goldsmith, HRA Supervisor
SUBJECT: Development Proposal for Revere Ione and Sixth Avenue North
Rottlund Homes has approached the staff with a proposal to purchase a 25.3 acre commercial sire
at Revere Lurie and Sixth Avenge North. Rottlund world request a m -guiding of all but 3.8 acres
of the site along State Highway 55 for development of 148 homeowner and 46 senior citizen
housing units. The 3.8 acres would be sold for commercial development.
Rottlund would sell a 2.25 acre piece of the site across from the Rainbow supermarket to
CommonBond Communities (formerly Westminster, Corp.) for development of HUD funded and
subsidized 202 senior rental housing. The 202 program covers the cost of constructing the building
and provides annual tenant subsidies to set rents at 30% of tenant incomes for low and very low
income seniors. The application for the HUD 202 fi-nding is due on August 191h. The available
allocation for the metropolitan area is for 92 units. However, Doug Mayo, D.rector of
Development for CommonBond, is optimistic that a proposal for this site has a good -glance of
being approved. The building would probably be similar to the 202 development being be -CI oy
CommonBond in West Ridge Market it I-394 and County 73 (Hopkins Crossroads) in Minnetonka.
Rottlund is currently negotiating a purchase agreement for the property that must be in place for
the 202 application.
The homeownership housing would consist of 96 townhomes selling at from $110,000 to $150,000
and 52 small lot homes selling at from $125,000 to $155,000. The townhomes would be identical
to the ones being built in West Ridge Market by Rottlund. The City would also have the option of
providing assistance to write-down the cost of a number of the townhomes to $95,000 to make
them eligible for the Minnesota Housing Finance Agency's below market rate first time homebuyer
programs. The City of Minnetonka has done this in the West Ridge Marko,evelopment.
Because of very significant soil correction needed for development of the site, Rottlund has
indicated a need for City assistance with this development. Staff have reviewed Rottlund's
preliminary proposal and have found merit in considering this for assistance as a Tax Inurement
Financing ('rM Housing District to fund both some of the soil correction work and homebuyer
write-downs. Rottlund has been advised to submit a IN application to the City to initiate a formai
review of the potential for TIF assistance from the City. Under state law the HRA, with the
concurrence of the City Council, could establish and administer both of the required housing
development and 71F districts.
Rottlund has not yet submitted any land use or development applications to the City, nor has the
City Council or Planning Commission been advised of this proposal. This is being presented to the
HRA Board for informational purposes only.
I recommend that the HRA Board receive and file this information.
Attachment: Site Location Map
wuo.iyw.wrt us we
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