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Housing & Redevelopment Authority Packet 08-03-2000
Re -Scheduled Regular Meeting Agenda rR PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY THURSDAY, August 3, 2000 7:00 pm WHERE: Medicine Lake Room Plymouth City Hall 3400 Plymouth Boulevard Plymouth, MN 55447 1. Call to Order — 7:00 p.m. 2. Approval of Minutes of the Regular June 15th meeting. 3. Resolution Designating the Use of Donated Funds for Unmet Participant Needs for the T.R.A.LL.S. Self -Sufficiency Program 4. Resolution Approving Annual SEMAP Certification for Section 8 Program 5. Possible Acquisition of Single Family Lots 6. Revisions to the Draft Comprehensive Plan Update 7. Use of Tax Increments for Affordable Housing Development 8. Resolution Adopting Revised 2000 and Original 2001 HRA Program Budgets 9. Plymouth Towne Square Monthly Management Report 10. Other Business 11. Adjournment nAcommunity de elopment\housing\hra\agendas\2000\080300.doc Re -Scheduled Regular Meeting Agenda PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY THURSDAY, August 3, 2000 7:00 pm WHERE: Medicine Lake Room Plymouth City Hall 3400 Plymouth Boulevard Plymouth, MN SW7 1. Call to Order — 7:00 p.m. 2. Approval of Minutes of the Regular June 15th meeting. 3. Resolution Designating the Use of Donated Fonds for Unmet Participant Needs for the T.RJLLL.S. Self-Sufneleocy Program 4. Resolution Approving Annual SEMAP Certification for Section 8 Program S. Possible Acquisition of Single Family Lots 6. Revisions to the Draft Comprehensive Plan Update 7. Use of Ta: Increments for Affordable Housing Development 8. Resolution Adopting Revised 2000 and Original 2001 HRA Program Budgets 9. Plymouth Towne Square Monthly Management Report 10. Other Business 11. Adjournment 1"W 1 J MEMO CITY OR PLYMOUTH 3400 PLYMOUTH BOULEVARD. PLYMOUTH. MN 55"7 DATE: July 21, 2000 for Housing and Redevelopment Authority Meeting of August 3, 2000 TO:urlburt, Executive Director FROM: MelissaCants; J iBtA Specialist through Edward Goldsmith. -HRA Supervisor SUBJECT: Use of Private Donations for Unmet Training and Resources to Attain Individual Loug- term Success (TRAILS) Client Needs The Plymouth HRA has periodically received donations Som private sources to supplement HRA funding for our TRAILS Section 8 family self-sufficiency program. These contributions have totaled a maximum of approximately $700 in any one year. We have recently intensified our fund raising efforts and would like to be able to specifically designate these funds for unmet client needs. Previous donations were unofficially designated for this purpose without any actual restriction on use of the funds. At this time, the program is rer-iving revenue from the US Department of Housing and Urban Development's (HUD) FSS Coordinator Salary grant and the City of Plymouth's Community Development Block Grant (CDBG) to fund the MRA's porti-in of the TRAILS budget, including a small amount ($1,200) for unmet client needs. There is no current need to seek private funding for the program's operational budget. There is however, a need for supplemental funding for direct client services. If approved, the donated funds would be restricted to cheat services and needs directly related tc self-sufficiency. The client would be required to demonst:Ate that they cannot find other funding sources and does not have access to a TRAMS escrow account. The client's request would have to be recommended by the TRAILS Coordinator and approved by the HRA stats: These fimds would be expended before the small amount of CDBG funds bwigeted for this purpose. The donated funds would tberefore offset some of the CDBG fiords required. I recommend that the BRA Board authorize the allocation of private donations to the TRAB.S program for unmet client needs as reeossna ded by the TRAILS Coordinator and approved by staff responsible for administering the Seedon 8 Program. HRA RESOLUTION 2000.10 ALLOCATING PRIVATE DONATIONS TO THE TRAILS PROGRAM FOR UNMET CLIENT NEEDS AND SERVICES WHEREAS, the HRA and Employment Action Center has solicited and received donations from private sources for the HRA's Training and Resources to Attain individual Long-term Success TRAII.S) program; and WHEREAS, the TRAILS budget is receiving adequate revenue through public sources; and WHEREAS, there is a demonstrated need for funding to be used for direct client needs and services related to self-sufficiency; and WHEREAS, staff has established criteria for the use and approval of funds for such w -et client needs and services; NOW. THEREFORE, BE IT HEREBY RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF PLYMOUTH. MINNESOTA, that private donations received on behalf of the TRAILS program are to be allocated for direct client needs and services related to self-sufficiency activities. Adopted by the Plymouth Housing and Redevelopment Authority on August 3, 2000. 1 MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: July 21, 2000 for Housing and Redevelopment Authority Meeting of August 3, 2000 TO: Ami!'ildrlburt, Executive Director FROM: Melissa Camice''l, HRA Specialist through Edward Goldsmith, HRA Supervisor SUBJECT: Section 8 Management Assessment Program (SEMAP) Certification Submission The US Department of Housing and Urban Development (HUD) has established the Section 8 Management Assessment Program (SEMAP) to measure public housing agency performance in key program areas, enabling HUD to identify the HRA's management capabilities and deficiencies. SEMAP certifications are required to be submitted for each fiscal year, within. sixty days of the year-end. Public housing agencies, such as ours; with a fiscal year end of June 30, 2000 will be the first agencies to be evaluated under this program. The scoring and sampling of SEMAP has been the subject of some criticism from national industry groups such as NAHRO and continues to be a controversial subject. SEMAP requires the HRA to certify its performance under fourteen different indicators. The indicators are: selection from the waiting list, reasonable rent, determination of adjusted income, utility allowance schedule, Housing Quality Standards (HQS) qual::y control inspections, HQS enforcement, expanding housing opportunities, Fair Market Rent (FMR) limits and payment standards, annual reexaminations, correct tenant rent calculations, pre -contract HQS inspections, lease -up, and family self-sufficiency (FSS) enrollment. The last indicator of FSS enrollment is not applicable to Plymouth, as the HRA is not required to administer an FSS program, but does so voluntarily. In addition to the fourteen indicators, we are eligible for a deconcentration bonus indicator. Ten of the indicators are verified through HUD's Multi -Tenant Characteristics System (MTCS) and our annual audit. MICS is the system through which we electronically submit data to HUD on a monthly basis. The remaining four indicators require that the HRA conduct a quality control sampling and assessment. Denise Hutt, Clerical Supervisor, performed this quality control sampling. Her findings were that 2 out of 5 files reviewed showed that the applicants were selected for admission in accordance with our selection policies; 10 out of 10 files reviewed showed that the determined rent reasormableness followed the HRA's written procedures; 7 out of 10 files reviewed showed that a correct determination of adjusted income was made; and 6 out of 6 files reviewed showed that the HRA took the proper steps in following-up on failed HQS inspections to ensure HQS compliance. After the supervisory review, staff made the following procedural changes to ensure that all files in the future are able to meet SEMAP standards. Any questionable preference qualifications will be reviewed with the HRA Supervisor or designee. Staff will record on each verification form the annual calculation of income, assets, or expenses to ensure that there are no discrepancies between the written verification and computer data. Stats' has completed the certification form to accurately reflect the quality control sample, recent audit, and our KIVS data. The certification must be approved by HRA Board resolution signed by the HRA Chair and Executive Director. Within 120 days of our year-end, HUD will send us a SEMAP profile that J will contain the HRA's SEMAP score and overall performance rating. We are eligible for a maximum point total of 135, plus the 5 -point bonus indicator. We expect to score a 105, which would qualify us as a standard performing housing agency. I recommend that the NRA Board adopt the allsched resolution approving and executing the Section 8 Management Assessment Program Certification for submission to HUD. HRA RESOLUTION 2000.11 APPROVING AND EXECUTING THE SECTION 8 MANAGEMENT ASSESSMENT PROGRAM CERTIFICATION FOR FISCAL YEAR ENDING JUNE 30, 2000. WHEREAS, the US Department of Housing and Urban Development (HUD) has established the Section 8 Management Assessment Program to evaluate housing agency management of the Section 8 tenant -based assistance program; and WHEREAS, stats has conducted a quality control sample of files, and electronically submitted monthly tenant data to HUD, and an independent auditor has conducted an audit sample of tenant files; and WHEREAS, staff has completed the Section 8 Management Assessment Program certification truly and accurately for the fiscal year ending June 30, 2000; NOW, THEREFORE, HE IT HEREBY RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF PLYMOUTH, MINNESOTA, that the Authority approves the attached Section 8 Management Assessment Program Certification for the fiscal year ending June 30, 2000 and authorizes the HRA Chair and Executive Director to execute same on behalf of the Authority for submission to the U. S. Department of Housing and Urban Development. Adopted by the Plymouth Housing and Redevelopment Authority on August 3, 2000. Secdbn 8 Management Assessment U.L D Warttttant of Hetelno DMB Approval No. 2577 15 (exp. 1/91410 and urban Dsve"fifie to Program (SEMAP) Office of Public and Indian Housing CertMcation Ik reporting burden for this collection of Infamalkn is sometad to average 5.0 hours per response. Including the time for reviewing lestructla idling existing data sources. gathering and maintaining the data needed. and eampating and reviewing the collection at Information. This agarcy a not. =mfuet or -91 N r. and you aro not required to respond to. a collection of information unless 11 displays a currently valid OMB euntrol number. This collection ef lnformatlon is required by 24 CFR eec OSS.101 which requires a 4ousing Agoricy (HA) adminidedng a Section 8 6,am-0asad eeNow program to submit an annual SEMAP Certification within 80 days alter the end of Its fiscal year. The Information from the HA concerns the perioral of the HA and provides assurei - that therem no evidence of seriously deficient performance. HUD uses the Information and oho data to Game management capabilities and deficiencies. and to aseign an overall performance rating to the HA. Responses are mandatory and tre Inion ation coffee does not land itself to confidenlisuy. hm&UC lona: Respond to this certification form using the We actual date. HA NNW FW 111A Filial Year Endmg submission Date Plymouth Housing & Redevelopment Authority 8/3/2000 Cheek here N the IIA expends Iets then 1700,000 a year in Federal awards: Indicators t - 7 will not be rated 0 the HA expands lose then $300.000 a year in oral awards and its Section 8 programs are not for compliance with regulations by an independent auditor. An HA that expends less than 5300.000 in Federal awards In a year must all complete the certifkatfon for these Indicators. 1. Selection from the welting ust. (24 CFR 982.54(d)(1) and 982.204(a)) a) The HA has written policies in Its administrative plan for selecting applicants from the we[" lid. HA Rsapnmaa yp © No 0 b) The HA's quatiy central samples of applianb reachip the top of do waiting list and admissfats Show that at least 98%ol the families in the sanq were aetacled from the waiting list for admission in accordance with the We policies and met the selection criteria that determined their pleces an wal8ng 8d and their order of selection. MAN Yes U No 2. Reasonable Rem. (24 CFR 982A. 982.54(d)(IS). 852.155(0(7) and 882.503) a) The HA hes end Impiemerris a reasoable written method to deter ne and document for each unit leased fat the rem roowner Is reasonable br or c::md rents for comparable unassisted units p) at the time of initial leasing. (i) before any [wense In the rerd ro owner, and (1i) at On HAP can wr': rsary it there Is a 5 percent decrease in the published FMR in eted g0 days before fire HAP cermtr1 - anniversary. The HA's method takes consiec:ation the location. size. type. quality. and age of the program unit and at similar unassisted units. and any amenities, housing servi maintenance or utilities provided by the owners. HA Response mea o NO o b) The HA's qua* , ,naol sarnpleol tenant files for which a determination at reasonable rent was required sfmwa that t s HA tolbsred its wmtea meted ltoestodireasonableremanddocumentedclsdeterminationthattheremtoownerIsreasonableasrequiredfor (check one): HA Reaperae O At feast Oft of units •==led E-180 to 97% of units oampI I F-1 Less am eo% of Was aenpfed 9. Determination at Adjusted Income. (24 CFR pari 5. subpart F and 24 CFR 982.518) The HA's quality candra sample of tenanl files shows that at the time of admission and reexamination, the HA property obtained third parry verification ef adjusted liv= a or documented why third party verification was not available: used the verified Information In determining adjusted Income: properly albmbuted allowances: and. where the family is responsible for uialies under Ina lease. the HA used the appropriate utility allowances for the unit leafed in determining the gross rent for (dreck ore): NA Response 0 At 11=0190% of Illse Sampled 0 Iw to 11111% of 11%8 Steepled ® teas than e0% of fiefs Sanhpled 4. Utility Atiowanos Schedule. (24 CFR 982.517) The HA mabuahms an updodale city allowance schedule. The HA reviewed utifiy rete data 00 it obtained within the last 12 months. and adjusted Its uNy, allowance Sdhedude t there has been a change of 10% or more In a utility rete since the last time the utility allowance schedule was revised. HA R N 1, , fifes, 0 No E] 5. HOS Ouesy Conthd knpadiaa (24 CFR 982.405(0)) AnNAsupomi_ _ _ sarriplestrerequiredby UD (see CFR(985.2). for qualitycn)I of OSihapect Ths HA supsrA oes 0rekgpeded wnpe was drawn from rsca ft aonhpktad HOS hapst:Ua -and repand the work also= section ef Wpeet rs. MAN yea No 0 8. HOS E. face (24 CFR 882.404) The HA's quality cenirol sample at case filen with taled HOS iapecdons chows that. for all cases sampled. any cited iffe•threater ing HOS defidarcfes wereco We 'within 24 hours from the 6apeck and. at athe ated IROS de8dendes were oarecled within no mere than 30ealender days from the inspection or any HA -approved edenalen. or. N HOS deficiencies were not car 1 sANn the required time frame, the HA cropped housing assistance payments begimtlugnolater than the first *Itheimmal blowingthe anectlanperiod or rook prompt and vigorous action to a. torce the family obligations for (check ane): HA Response a At least Ifs% m erns sampled 0 Leas than 9S% of sap ssnkpled form HUD42941 (8189) Previous edition is obsolete Page 1 of 3 ret. 24 CFR Pan 985 7. ExpardingHouslMOpporbWtlea.(26CFR992.54(d)(9).992.169(b)(9)aM(b)(a).992.301(a)arM999.901(b)(5)WW(b)(13)) (APPUBG*toM-Oewitn indiction In metropolitan FMR areas). Chet two B not ap it kable: 0 a) The HA has a w.mttm posey o encourage peNCipatlon by ownersof units outside areas otpovery or mbhorily concentalion which dearly dBSrhahe area in its Jurisdiction that the MA considers areas of poverty or ndrorly Concentration. and whkfh Ineluda adons the, HA wD take to encourage owner Pa - MA dapples Yee Q No Q e) The HA lhsdocianadadonthat stmathelitmaka!lb kmlealedinilsw Kim pofttoencourage participation byowners outside areas OfPovcdV and mborty cono weradon. MA Reel Yea 0 Ne 0 c) The HA has prepared maps flat slow varfoue eras. both whidn and nelglaborb ffs (uria"ama. with housing opportaddes oulaide areas of poverty w:d ndno ft corm ' m-lon: the HA las assembled Infomhtlon about Job apporkodtlas, stools and services In abate areas: and the HA sees the maps and reteted tdor. mft when brWM artiffate and voutlhr holdere. MAN Ya 0 No 0 d) The We Inns melon pedret for eerUNeah and voucher holders contain either a list of an to who are w9Wg to MSN. or properties available for lame. under to ramal voucher or cedff ea programs. or a list of other organizations 90 will help famNas 9M units and ft list includes properties or apanizetloro that opereh ourls*a areas of or mkerly eatcentradan. MAN Ya O No M e) The HA'a information pedet Includes an explanation of how portability wake and Includes a list at neighboring HAs with the name, address and leteptane camber at a portability eomad person at mach. MA Reel , -, Yes Q No G W The MA has analyzed whether cerullats and voucher hetdere have experienced dilecuftim In finding housing outside areas of poverty or mInoriy concentration and, where such difficulties were found. the HA has considered whether it Is appropriate to seek approval of area exception reeds In arty part of be Jurisdiction and has sought HUD approval when necessary. HA Response Yea 0 No Q 0. FMR Unfit and Payment Standards. The initial gross rants for at least 99% at units newly, leased under the rental certincae program, other than over - FMR hnendes, are at or betoww the applicable FMR or approved exception rem Iknits and the MA has adopted eunem payment standards for On renal voudhrprogram by writ sal for each FMR areaIn the HA Judadiction and. 9 applicable. breach HUD approved exception remares. which do not exceed de cure. applicable FMR or HUD -approved exception ram limits and which are not teas than 90 percent of the cuwam FMRlexcepibn rem Urn" (urdem a lower parent b approved by MUD). (24 CFR 9M.506(a) and .505(b)(3)) IAA Roel , Yes 0 No a Einar enfant FMRs add payment standards (PS) 04R RIR 405 1 -SR FMR 535 2-311 FMR S84 3 -BR FMR 925 4 -SR FMR 1045 PS 445 PS 625 PS 799 PS 1091 PS _ 1159 ffftHAhmpsrledWmInmoredmn FM arm, aMhrllMUDhesapprovedexeeptlowhrantamem - aI sladlwFMRardpaymenestanderd sonpalaahe for each RIR add exception rem area Annual Reexemhh9ara. The HA oanptetes a mexandnation for each participating lardy at leash every 12 mamba (24 CFR 5.917) MA Reepa Yee a No O 10. Coned Toren Ram Calculations, The NA amse9y eMcudatm tenant rem intie .ei. eer5llcate program and ft lamihta share at the rem to owner In the rental voucher program. (24 CFR 992. Subpart K) HA Reaponae Yee 0 No 0 11. Prec onbecl HOS Inspeadons. Eaclh nerMy bated win pentad HOS h ago,", h'aloha Be boondng dots of lbs assisted lease and HAP oamW (24 CFR 0023M MA Reapatae Yea 0 No Q 12. Annual MOS tepectla 1. The HA hspeds each unit under contract at bast annually. (24 CFR 982.405(x)) MR. 1, , Yes Q No 0 19. Lease -Up The HA execules etdstenee contracts on behalf of eligible lamises fox ffe number of units cat has been under budget for at least one year. IIA RaposM Yee a No O 14a Fm*SdheliloncyOwd wdOppfbso WHAsregiI loadnidabranFSSprogr". ThsHAleaenaledlemmeshFSSesepudred. CMCFR980.105) IIA ReeF , a NwdmofnenoaoyFSSebts(CaumumtsbaWedundertheFY1992FSSIncentiveawardsaMInFY1993aMbter 9hrouyhthe 2ndybsteompieWFederal FY. Exclude urdtslwdedheomee5onwith Sedan Barad Section 23prajad- based owthm hntdnatlore: public houalrg dB1lhO111, . disposition and repraamam; HUD nxdtltandy property Wes: preps* or ierfldtltled mortgage under e- M 1238 or eadion 221(-)(3): add Section a rarewd 1wWhg. Subbed the nwnber of fwnMn that succasg ly carpletsd Ohio contracts on or albr to12111998.) or. Number at mandatory FSS sots under MUD-epproved exception form HUD42M (8198) Previous edition Is obsolete Page 2 013 ref. 24 CFR Pal 985 b. Number of FSS besides cunendy caroled e. Porte W. If you are the bdW MA. erder.the number of fem0es currently enrolled In your FSS program, but who have moved under pormbUfty and whose So,,:.m S asMsto e a admbdstered by anofrer MA Percent of FSS slab fled (b + e divided by a) fur, Not Appdb Q 14b. Pereenl ob FSS Parddponb wdth Escrow Account Balances (Apples only h Nib regWred to administer an FSS program). The MA has made progress In aupportlng family self-sufficiency as measured by the percent of currently enrolled FSS families with escrow account balances. ('24 CFR 884.905) MA Rapotae res 0 Ns 0 a. PorMW.. 8 you aro the NOW MA. enter the number of flashes with FSS escrow now" currently enrolled In your FSS program. but who have moved under portability, and whose Section 8 assistance Is administered by another MA or. Not AppikoM j y-1 Dawnsmrlrelbn Ban-jo Indicator j0pdanai and only for MAs with Jurisdiction in metropolitan FMR areas). The MA Is sub MMM with the certification data which show that 1) Mel or more of all Section 8 families with ddbren ataisled by the MA In Its V operating area realded In how pererly consul aecb at the end of Bre lest MA FY; The 11 , - 'of S&*on 8 sorer femt7as with children who mored to taw poverty census trace in the We pdncipel eperatlng area Oxft the last MA FY is at ieeat aee penia - 9 points Idghw Chart are i; of of Section S tandies with ddldren who reaided In low poverty comas WW m the end of the lest MA FY; 9) The peace- of Sudan 8 rower families with children who moved to law poverty census tracts In the MA's principal operating area over the last two MA FYs Is at east two percentage paints higher than the I x 'of all Section 8 families with ddldnm who rodded In low poverty census tracts at the end of the second to est MA FY. MA Raepatras Yw U Ns U M yes, aUmh emrrpebd de aeentrellon bows bdbtalor addendum. 1 hereby cerdly that tothe bestof my l m 'a 'go. cite above responses under the Section 8 ManagementAssessm:nt Program (SEMAP) are uue and acurete for the MA find yaw' 0, W, above. I dw eerily that, to my present knowlafge. Bore Is not evidence to indicate seriously deficient performance that costs doubt on the MA's capacity to administer Section 8 rental assistance in aux Adana@ with Federal law and relp"dons. we lBJpwmposecistebat-1-raMetetwrrtras 0, 1,11onmayresWlb.almh ardladdpawmaa.(18U.S.C.1001,10f0.101Z 91U.S.C.9729.36M Executive Dtrecer, slgnature 3 dab J Chairperson: Board of commissioners. eigrtature 8 date x _ maybudurdewShlbsEMMoat81cetl1narybdannmM beahgontheaccuracyoreorrpeterwasoffobdomatb usedbytheMAInprovilIngibeero6eaaon. form MUD42848 (8199) Previous edition IS absake Page 3 013 ref. 24 CFA Part 985 SEMAP Certification - Addendum for Reporting Data for Deconcentration Bonus Indicaf3r ' HA Nun PNmouM Housing & Redevelooment Authority pdnc" Opomiing Area of HA City of Plvfnouth. Hennepin County. Minnesota Tire geopraphle entity for which the Census tabulates data) 8pndetbueheetlauror8tetsangMWHft. Complete a copy of this addendum foreach menopollian area or p n fin olemstropolftename ps..pnndW operatlnp small where the HA hes asWted 20 or more Section 8 famines wllh dundren In the teat completed HA FY. HUD will rats tit areas separal* an the separate raNgs will own be weighted by the member of sodded families with children In each area and averaged to detennins bonus posts 1990 Cereus Poverty lute of principal Operating Area 9.36% Crltarfa to Obtain Deco cenvatlon btditntta Bonus Points To qualify forbonus ponds, an HA mustcomplete the requested information and answeryes for only one of Bre 3 criteria below. However. Stan and regional HAS must always complets line 1) b for each metropolitan principal operating area. 1) 140 a. Number of Section 8 families with children assisted by the HA in its principal operating area at the end a the last Hp FY who We In low poverty census tracts. A low poverty census tract is a tract with a poverty rate at or below the overal poverty rate for the principal operating area of ate HA, or at or below 10% whichever is greater. 140 b. Total Section 8 families with children assisted by the HA in Its principal operating area at the end of the last HA FY. 100% c. Percent of all Section 8 families with children residing in low poverty census tracts In the We principal operating area at the end of the last HA FY (line a divided by line b). Is line a 50% or more? Yes Q No Q a. Percent of all Section 8 families with children residing In low poverty census tracts at the and of the last completed HA IFY. b. Number of Section 8 families with cttildren who moved to low poverty census tracts during the lest completed HA Pus C. Number of Section 8 families with children who moved during the last completed HA FY. d. Percent of all Section 8 mover families with children who moved to low poverty census tracts during the .est HA FoLW year (tine b divided by line c). Is line d at hie& two percentage points higher than line a? Yss Q He 0 a. Percent of all Section 6 families with children that resided In low poverty census tracts at the end of the second to last completed HA FY. b. Number of Section 8 families with children who moved to low poverty census tracts during the last two completed HA FYs. c. Number of Section 8 families with children who moved during the last two completed HA FYs. d. PercwdofalSocdmOmrnrerfambmwihchildrenwhomovedtolowpovertycensustmctsoverfh ketwocompleted HA FYs (line b divided by line Q. Is line d at least two percentage points higher than line a? Yes 0 No Q N one of the 3 hxaefla above In ma, fbe HA may be eligible for 5 bom is palls. See Insbuctim above eonesn 1 0 bonen pants for Stats and regional Me. Ij form HUD4284s (8189) Previous edition is obsolete ref. 24 CFR Part 985 S. MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: July 26, 2020 for Housing and Redevelopment Authority Meeting of August 3, 2000 Wn TO: ArmeeHuMuurt, Executive Director FROM: Rebboet; Stoen, HRA Specialist, through Edward Goldsmith, HRA Supervisor SUBJECT: Possible Acquisition of three Single Family Lots in Elmhurst Addition. In June the Board authorized stats to initiate acquisition activities for property being condemned by the City for building code violations at 2344 Ives Lane. We recently learned that another home located two lots to the north of this property Is also being condemned by the City for code violations. The property between these two properties is the rear half of 2351 Hemlock, which has an occupied home on Hemlock and a garage fronting on Ives. The sites are identified on the attached map. During my site inspection, I had an opportunity to ask the owner of 2351 Hemlock if she had considered selling the portion of her lot fronting on Ives. The owner may be interested in selling a portion "for the right price" as she does not currently use the garage other than for storage. The construction of two new homes would be an improvement for her property, however she does want to keep a large backyard. Her family previously owned both of the properties being condemned. Based on my site inspection of the property, conversation with the adjacent property owner, and discussion of the development potential of the site with Planning staff, I am recommending the Board consider pursuing the voluntary acquisition of 2344 and 2356 Ives Lane and part of 2351 Hemlock Lane. Based on the site characteristics and narrow width of the lots, it would be difficult, although not impossible, to construct new homes on the two individual lots without acquiring a portion of 2351 Hemlock. Acquiring this additional property would be warranted to improve the quality of the ovem!I site plan. Construction of two homes would require variances for lot width, lot size, structural coverage, and impervious surface. Depending on the house plans selected, an additional variance for side setbacks may also be required. Planning staff has indicated that it could support the City's approval of the necessary variances, subject to review of a specific development proposal for the site. Ths property could be acquired for development by the HRA or other developer. Acquisition of the parcels would require an appraisal of the property, determination of legal actions necessary to clear title, and execution of a purchase agreement with the owners. Acquisition of a portion of 2351 Hemlock would also require replatting and/or lot consolidation. Costs related to acquisition of the property can be expended from the HRWs CDBG Atibrdable Housing Development Account. I recommend that the HRA Board authorize the Executive Director to Initiate voluntary acquisition activities for 2356 and 2344 Ives Lane and the portion of 2351 Hemlock necessary for development of at least one of the two parcels. Acquisition would be subject to Board approval of J the purchase price. Purchase of a portion of 2351 5[emlock would be contingent on scecessful acquisition of at least one of the properties on Iva Ltw. Attachment: Site Location Map wtom=ity devd"mmtVwusi i#no aRfgffi=klmhurst.doe Potential Development Sites Elmhurst Addition 0.07 o 0.07 Lies City of Plymouth, Minnesota Tiff Iaarion ab N Ap hm ay. aaay.@M ad alar aa 00 hu w E nmbm w 'a -. araawonOHM"a wmiagYia oaaa rwaroa rya a.. s 2356 Ives 2351 Hemlock 23441ves Lakes Parcels D - MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: July 26, 2000 for Housing and Redevelopment Authority Meeting of August 3, 2000 TO: 4enne Hurlburt, Executive Director FROM: Edward Goldsmith, HRA Supervisor SUBJECT: Revisions to the Draft Comprehensive Plan Update During the City Council's April 23'" discussion of the Draft Comprehensive Plan Update, it was indicated that staff would respond to comments on the Draft from the Community Housing Coalition by recommending additional language to the Council that could be added to the Plan after it was reviewed by the Metropolitan Council. The Metropolitan Council completed its review of the Plan on July 26i6. The Council review found that the Plan "addresses the housing plan requirements... with exemphuy thoroughness and thoughtful analysis of the principle forces affecting the housing market in the city. From a housing planning perspective, it is a model docs—ent that other cities should emulate." Formal consideration of the Metropolitan Council's comme. ? adoption of the Plan has been scheduled for the City Council meeting on August 8'". Staff has completed revisions to the Housing section of Chapter 3, Policy Plan, of the Draft Comprehensive Plan Update in response to the Community Housing Coalition's comments. The entire revised section, with the revisions underlined, is attached to this memorandum. These revisions strengthen the Plan's and City's commitments to promote and encourage the development of a healthy housing market that includes a variety of prices, styles, and types of housing to meet the future needs of the City. While the necessary discretion is retained by the City to appropriately review and approve development, the additional language clarifies the City's intention to promote such housing and establishes procedures to ensure that appropriate actions are taken to implement the Plan's intent. Specifically the revised language: Ensures that prospective developers are advised of the City's Housing Goals at the earliest stage of the development process; Requires that proposed development be evaluated for its potential to contribute toward the City's Housing Goals; Provides for recommending ways that the Housing Goals can be incorporated into specific proposals; and Recognizes the City's discretion, when appropriate and legal, to grant development approvals contingent upon the inclusion of housing conforming to the City's Housing Goals. On July 250, staff and several Council Members met with members of the Community Housing Coalition to discuss this proposed revision. Everyone present at this meeting indicated support for the revised language. recommend that the HRA Board review the proposed revised Housing section of Chapter 3, Policy Plan, of the Draft Comprehensive Plan Update and authorize the HRA Chair to convey to the City Council the HRA's support for the City's adoption of the revised Housing section. Attachment 3.3.2 HOUSING 2. Promote the development and preservation of a supply of quality housing that is affordable at all income levels and at all steges of the life cycle. po a. Provide opportunities for the development of high quality housing that is diverse in t- - •s of ownership, price, type and style. b. Activel rr encourage residential developers to include housing affordable to low - and moderate -income residents and local employees as part of their dw abpntsota orals in order to provide a range of mixed -income housing throughout the C. Provide financial and technical assistance to developers of affordable housing for low- and moderate -income residents. d. Encourage the development of housing for residents with special needs, including accessible housing for persots with disabilities. e. Support efforts to assure equal access to housing opportunities within the City. E Support projects and programs that meet Plymouth's needs for low- and moderate -income life cycle housing opportunities. Promote development patterns and densities that link housing with services and facilities, employment areas and all forts of transportation, particularly public transit and non - motorised forms of transportation. a. Support residential development that makes efficient use of available land with adequate public infrastructure. b. Provide opportunities for housing affordable to low- and moderate -income residents in areas that are conveniently located and accessible to places of employment, commercial areas, public uses and transportation facilities. 3. Ensure that all housing and neighborhoods within the City are well maintained. a. Support local programs that provide financial assistance for maintenance and rehabilitation of older and lower cost housing. b. Encourage programs and activities that support the physical enhancement and maintenance of neighborhoods. 7 . MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: July 27, 2000 for Housing and Redevelopment Authority Meeting of August 3, 2000 TO: Anne Hurlburt, Executive Director FROM: Edward Goldsmith, HRA Supervisor SUBJECT: Use of Tax Increments for Affordable Housing Development The 2000 legislature amended the state's tax increment financing (TEF) statute to permit cities to use more tax increments to assist affordable housing located outside of the tax increment district that generates the increment. Th_ City's Olympic Steel Tax Increment District 7-2 was created in 1994 to provide assistance to make this industrial development financially feasible. All of the district's obligations have been paid and the district could be decertified before the second half year 2000 tax increments are paid to the City. The district would generate approximately $50,000 for the second half tax increment payment. With passage of the 2000 TEF legislation, the City is in a position to consider the use of future increments from Tex Increment District 7-2 to support affordable housing development elsewhere in the City. At the lone that this district was created, this option was much more limited and not considered as part of the TEF Pian. Between now and the end of 2003, the district could generate approximately an additional $312,000 that could be used to assist affordable housing. This would be the maximum of 35% of the total increment from the district that the statute allows to be used for this purpose, inclusive of any administrative costs for the district. At the creation of this district, the City opted to make a 100/6 Local Contribution in lieu of the LGA/HACA penalty. General HRA revenues, such as the Affordable Housing Account or HRA levy funds, are available to be used as the required 10% Local Contribution for this use. Staff has been in discussions with 6 developers regarding housing developments totaling over 1,800 units in the City. These developers have indicated a willingness to work with the City to develop this housing in accordance with the City's Housing Goals. A summary of these pote"tiai affordable housing developments is attached. Working to meet these goals will require significant financial resources from the City, as well as county, metropolitan, state, and federal governments and private philanthropies. The City and HRA will need to look for new and innovative resources to meet the Housing Goals. The use of tax increment financing to assist in the devvopment of this housing is identified in the City's Comprehensive Plan as such an important tool. Utilizing tax increments from District 7-2 to assist affordable housing would provide the following benefits: It uses increment that is currently being generated and not available to or currently anticipated by the various property taxing jurisdictions. It reduces the necessity to levy general property taxes, such as the HRA levy, for this purpose. It provides immediate funding without the need to accrue the additional expense of capitalized interest. It uses the increment from all of the taxing jurisdictions, not just the City, to assist affordable housing. it is limited in duration. until the district expires at the end of 2004. It utilizes this resource in a manner that the legislature intended it to be used. However concerns regarding the use of these tax increments would also have to be considered in any policy discussion: The district was created for a specific pirpose that has been met. This use was not anticipated at the time that the district was created. With the purpose of the district completed, shouldn't the available increments now .go to the various taxing jurisdictions. The EDTA Board should discuss the policy issues surrounding the need for and use of these TEF funds in consideration of making a recommendation to the City Council in regards to amending the district's TEF Plan to allocate tax increments to specific affordable housing projects or programs meeting the requirements of the statute. The 2000 legislature also took other actions to encourage the use of TEF for affordable housing development. The proportion of Local Contributions necessary for new housing districts was decreased from 109/6 to S% and the definition of a qualified housing district (one exempt from the loss of LGAMACA) was expanded to include ownership housing purchased by persons at or below 70% of median income. These changes increase the attractiveness of tax increment financing as a means of assisting affordable housing in the City. increments from District 7-2 will have to be supplemented with other funding in order to provide the financial assistance needed to assist the large number of units to be developed over the next several years. A portion of this assistance could be provided by the establishment of new TEF housing districts. Increments from the Olympic Steel district could be used to front-end costs associated with other TEF districts created to assist other developments. I recommend that the HRA Board discuss the use of tax increment financing for the development of affordable housing io Plymouth and consider recommendations to the City Council that: a. The City proceed to develop specific tax increment project and program proposals in support of proposed affordable housing development; and b. The City consider an amendment of TIF District 7-2 to utilize anticipated Increments to support affordable housing development elsewhere In the City. Attachment r ft Plymouth, Minnesota Potential Affordable Housing — July 2000 Listed below are private residential developments currently in planning with potential for affordable housing development. Financial assistance from the City and HRA for these developments will be needed to make some of the housing affordable. Rottlund Homes: 77r. Reserve Location: Northwest quadrant of 1494 and Canadian Pacific Rail Line, north of Schmidt Lake Rd. BMMIed Develgoment: Mixed -Income Residential, 627 ownership units, and 360 rental units. Status: In Planning, Start of Construction 2000 — 2001. Application to MHFA for assistance for ownership units in phase. 1. Developer has indicated a commitment to affordable units. Potential for tax increment financing. Rental developer yet to be selected. Dominium Development: Stone Creek Village Location: Northeast quadrant of State Highway 55 and West Medicine Lake Dr. Proposed Development: Mixed -income Residential, 120 rental units. Status: In Planning, Stat of Construction 2000 — 2001. Application to MHFA for Rental Assistance. Developer committed to afrordable units. Potential for tax increment Hartford Financial Services, LLC: Plymouth Market Place Location: Northwest quadrant of State Highway 55 and Vicksburg Ln. ronosed Develgpment: 120 Senior Independent (66) and Assisted Living (54) rental units, some affordable. Status: In Preliminary Planning, awaiting submission of plans to City. Recently contacted City to discuss assisted financing that could include housing revenue bends, tax increment financing, CDBG. Developer appears committed to affordable units. Park Land Company: Shadow Hills Apartments ati : Northeast quadrant of Nathan Lane and 45th Ave. Proposed Development: 350 Apartments Status: In Planning. Financing yet to be determined. No firm commitment from developer for affordable units, but willing to consider. Potential for tax increment financing. United Properties: un -named Locati North quadrant of Bass Lake Rd. and Northwest Blv'd. B=Rg dQO2j9pment: 300 rental units. In Planning. No firm commitment for affordable units from developer. Financing yet to be determined. Potential for tax increment financing. Earl Fischer Ward Krueger: Rebecca Woods Location: County Rd. 101 Proposed Development: :0 —12 double ownership units Status: In Preliminary Planning, awaiting submission of plans to City. No finance plans. No firm commitment for affordable units from developer. Condemned Residential Properties Location: Scattered -sites throughout city to be determined Proposed Development: Single family homes tatu As hazardous buildings on residential properties are condemned and demolished by the City. the HRA will attempt to voluntarily purchase the property from the private owner for affordable single family housing development. S. MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: July26, 2000 or Housing and Redevelopment Authority Meeting of August 3, 2000 TO: Ann , Executive Director FROM: Edward Goldsmith, HRA Supervisor SUBJECT: Resolution Adopting Revised 2000 and Original 2001 HRA Program Budgets City Budget pro, orals for 2001 are scheduled to be submitted to the City Council by August 14, 2000. The Council is scheduled to adopt the City's preliminary tax levies, including the HRA levy, for 2001 by September S, 2000. The HRA levy is tied to the overall City property tax rate and requires City Council approval. The staff budget recommendations for the year 2001 and as necessary any budget revisions for the year 2000 have been completed and are attached for review and approval by the HRA Board of Commissioners. The revised budgets for 2000 are noted as the 02000 Estimated Expenditures" on the attached spreadsheets. A narrative summary of each of the budget proposals follows along with tabular and graphical summaries. i Fund 220, Community Development Block Grant (CDBG) The HRA has been designated by the City to administer its federal CDBG Program. As such the HRA makes funding recommendations to the City Council for this program. CDBG funding for 2001 is expected to be $311,000, the same as for 1999. Expenditures proposed for 2000 and 2001 are higher than this amount because of unexpended funds from the 1999 allocation and funding of S 16,684 from the HRA Tax Levy to cover City administrative allocations for photocopying, rental of City equipment, facilities management, and data processing costs. These disbursements are attributable to the administration of the CDBG programs but are not reimbursed from the federal funding. All other costs are covered with revenue from the federal grant in accordance with the more detailed program budgets approved by the HRA and City Council each year and submitted to the U. S. Department of Housing and Urban Development (HUD) prior to the July 1 start of the CDBG program year. Total personnel and administrative costs in the proposed budgets have increased 1.0% for 2000 and 13.7% for 2001. The increase for 2001 reflects staff re -assignments and a 55% correction to the data processing allocation. Fund 25% Section 8 Housing Assistance Program Budget This budget includes expenditures for tenant rental assistance, personnel and related costs for administering this program. As a result of our successful application for 15 additional Section 8 vouchers anda continuing increase in the number of Section 8 participants moving to Plymouth from other jurisdictions, both expenditures and revenues are estimated to increase for 2000 ana 2001. We project an increase of approximately 50 Section 8 participants moving to Plymouth for 2001. Total 1 personnel and administrative costs in the proposed budgets have decreased 2.0% for both 2000 and J 2001. These decreases are due to staff re -assignments and a 28% correction to the data processing allocation. Fund 251, HRA General (Levy) Fund The HRA General Fund is the only one of the HRA's three funds that is almost exclusively funded with local property tax revenues. The HRA is permitted to levy up to 0.01440/o of the city's taxable market value for HRA operations and activities. For 2001, the maximum amount that the HRA could levy is $769,684 with $457,443 (59%) proposed to be levied for all three HRA funds. This is a 4.3% increase over the 2000 levy of $438,609 out of a maximum levy of $693,567 (63%), In addition to the property tax levy, the HRA General Fund also receives $30,000 per year in housing revenue bond fees from the Fox Forest bond sale that go into the HRA Affordable Housing Account in the General Fund and $25,000 in estimated interest to be earned on the Fund balance during 2001. We have also programmed $15,000 from the Metropolitan Livable Communities Housing Incentive Account grant for home rehab loans in the Tiburon neighborhood. The $60,000 noted in the Transfer from Retained Earnings revenue account (Acc't. 5999) is from an existing balance in the HRA Affordable Housing Account that would be expended in 2000. The largest single expenditure in the 2001. General Fund budget is $280,000 for Senior Housing Rent Assistance (Acc't. 7748) at Plymouth Towne Square. This is a modest 3.6% increase E 3m the amount projected to be expended in 2000. The second largest group of expenditures is for personnel costs of $157,110. This item is proposed to increase by $23.807 in order to fund the additional six months budgeted for the new HRA Specialist position that started July 1, 2000. This position will increase the HRA's staff capacity to address an increasing workload of housing issues and activities for the City and in order to open up more initiatives for the HRA. Conferences and Seminars (Ace%. 7703), Employee Training (Acct. 7701), and Data Processing Allocations (Acc't. 8302) have increased by $800, $400, and $7,617 respectively to support this position. The third largest expenditure is $90,000 for Housing Loans (Acct. 7755) to assist in the development of affordable housing. Funding for this item comes from the HRA Affordable Housing Account which is funded from housing revenue bond fees and not the HRA tax levy. Overall the proposed base HRA General Fund budget, without the increased expenditures from the new position. has increased by only 3.2%. I recommend that the HRA Board adopt the attached resolution approving the 2000 budget revisions and the 2001 budgets and recommending approval by the City Council of the CDBG budget and adoption of a 2001 HRA property tax levy sufficient to produce revenues as required by the HRA General (Levy) Fund, CDBG, and Section 8 Program budgets. Attachments: 1. Draft HRA Resolution 2. Proposed HRA Budgets Personal Services. Seleriea Personal Services, On atilt Materials and Supplies Contractual Services CeWltef Oul ey OOrer Total Penia of Total 220. CDBG 250. Section 1 251, General Total 2001 BUDGET Proposed 2001 HRA Ropm t Budgete 220 CDBG 250 Section 8 251 General Tote) PercentIofTotal 60,437 53,308 128,436 242.181 8.51% 15,914 15,031 26,868 59,603 2.09% 520 500 370 1,390 0.05% 423,575 1,701,577 418,304 2,543,456 89.35% 0 0 0 0 0.00% 0t- 0 0 00.00% 5277,286 600.438 51,770,416 575,776 2,646.830 100.00% 18% 82% 20% 100% Proposed 2001 HRA Program Budgets Cosa 18% 8ee8ar 8 General 20% 1 $500 436 1,770,416 575,778 X52,848,830 t-220, CDBG mm rro8ra e,rpenarone aeras 1-0-251 yrs, I Actual ActualActual Adual Actual Actual Actual Actual P 1992 1993 1994 1985 1996. 1997 1998 1999 265,304 262,309 648,581 451,472 156,592 312,157 312,359 5277,286 731;390 832,918 833,981 840,334 1,084,542 1,138,059 1,264,046 1,405,47~ 33,165 728 383 68 519 320,862 339165 383808 444 19 446.3'r 7,029,859 1,843,810 7,548.081 51,612,868 51,580 299 57,814,124 2,021,224 2,129~74 E2, 1 $500 436 1,770,416 575,778 X52,848,830 t-220, CDBG 4-250, Section 8, HRA Program Expenditure Trends 1-0-251 yrs, I 3.000.000 c 2.000,000 7.000.000 4—ii0- t 1992 1905 7998 2001 Actual Actual Actual Proposed 1 $500 436 1,770,416 575,778 X52,848,830 HRA RESOLUTION 2000 -12 APPROVING THE REVISED 2000 HRA BUDGETS AND THE 2001 BUDGETS AND RECOMMENDING APPROVAL OF THE CDBG BUDGET AND ADOPTION OF A 2001 NRA PROPERTY TAX LEVY SUFFICIENT TO PRODUCE REVENUES AS REQUIRED BY THE HRA GENERAL FUND, AND CDBG AND SECTION 8 PROGRAM BUDGETS. WHEREAS, revised budget estimates of the expenditures necessary to operate the Plymouth HRA's programs and other activities for 2000 have been presented to its Board of Commissioners; and, WHEREAS, budget estimates of the expenditures necessary to operate the Plymouth HRA's programs and other activities for 2001 have also been presented to its Board of Commissioners; and, WHEREAS, the City Council of the City of Plymouth must approve the HRA's CDBG budget and authorize the amount of the HRA's property tax levy to fund the HRA's General Fund budget and portions of the CDBG and Section 8 Programs 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 Housing Assistance Program and General Fund for calendar years 2000 and 2001; 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 in 2001 that is adequate to provide the funding required by the HRA's General Fund, and CDBG and Section 8 Programs budgets for 2001. Adopted by the Plymouth Housing and Redevelopment Authority on August 3, 2000. Comm Dev Block Grant Fund sx r„r ', r: D 7 I r.. ,yam a•} Yom,,; r. ., .. u+"',',3. S i d,„ yicr-r`Y4sc`'' w=Z+ '-Y;i i`- ,.. jt•F`'t7 tC'. r•75;.F•.. ,. < •.F. ACTIVITIES AND OUTCOMES Community Development Block Grant (Cr -BG) funds are federal funds allocated to the City of Plymouth to provide services and undertake programs which benefit low and moderate income people. The federal funds pay for direct administrative costs, as well as program activities. CDBG funds are allocated annually through a process of public meetings, and approval by the HRA and City Council. Activities have included the First Time Home Buyer program, Housing Rehabilitation program, assistance to developers of low and moderate income housing, child care assistance, and assistance for a variety of community based programs serving lowand moderate income persons in Plymouth. Successful outcomes for CDBG include improving housing conditions in the City increasing home ownership opportunities for low and moderate income persons, providing child care assistance to low and moderate income persons, and community based programs for low income and disabled persons. Other outcomes include managing the program so that it complies with all federal rules and regulations and timely expenditure of program funds. KEY BUDGET ISSUES There are no significant budget issues in 2001. c ;?.:' '' i-i;; -FS Si' .! t rdai ::.`F',1 r r} ta.: j;,:.Sy..xc.- .. ,L r •'-'Y}: Y2000 A$0P R- 200 onagers Personal Services - Salary $57.757 $56.624 $60.437 Personal Services - Benefits $13.570 $12,197 $15.904 Materials and Supplies 5451 $520 $520 Contractual Services $196,511 5248,587 $408.776 Capital Outlay/Allocations/Transfers $8,977 $9.556 $14.799 Total $277,266 $327,484 $500,436 tai MWI... E, •.'~ 1999'•'t' -a i';r.,. 2 a • ",.. . Full Time equivalent Employees 1 1 y or Pljonobihanagera u 2001 2001 Expenditures 1999 2000 2000 Continued Increased 2001 Actual Adopted Estimated Service Service Managers Expenditures Budget Expenditures Request Request Budget Personal Services 6001 Regular Salaries & Wages 6002 Temporary Salaries & Wages 6003 Overtime Pay 6021 Medicare 6022 PERA 6023 Social Security (FICA) 6024 Deferred Compensation 6031 Group Life Insurance 6032 Group HospitallDentalIns. 6033 Long -Term Disability Ins. 6034 Workers Compensation Ins. 6035 Unemployment Compensation 3,057 Total Personal Services Materials & supplies 6101 Office Supplies 6103 Photography Total Materials S, Supplies 557,471 56.124 56.333 59.937 SO 59,937 SO 0 s0 50 SO 0 5286 5500 5500 500 SO 500 841 821 832 5870 SO 5870 52,929 3,057 52,999 3,101 0 53.101 3.595 3,480 3,603 53,713 SO 3.713 411 411 702 360 So 360 204 192 5198 228 SO 5228 5.592 54.236 4.428 57,632 SO 7,632 s0 s0 SO 0 SO SO 0 0 SO SO s0 50 s0 s0 SO so s0 s0 71,327 68,821 69,695 76,341 so 76,341 5451 500 500 500 so 500 so S20 470 20 so S20 451 520 b20 520 so 520 CRY or Plymouthanon u r _ C' i Contractual Services 7004 Legal Fees s0 s0 33 s0 SO s0 7006 Legal Services s0 1,200 1,200 51.200 s0 1.2:0 7009 Audit 2,700 2,770 52,770 52,850 0 2.850 7013 Other Professional Services 56 s0 s0 s0 s0 s0 7020 Record Retention s0 400 400 400 0 5400 7101 Postage 393 900 6900 954 SO 954 7201 Printing & Publishing 313 600 600 5600 s0 S600 7601 Mileage 53 40 40 40 s0 40 7605 Rental City Equipment 1,324 1,377 51,377 51.432 s0 1,432 7701 Employee Training 164 500 500 500 0 500 7703 Conferences & Seminars 691 800 800 800 50 S600 7705 Subscriptions d Memberships 100 0 s0 s0 50 0 7718 Miscellaneous S12 s0 20 0 0 s0 7744 Grant Awards 190,706 5240,000 300.000 400,000 SO 400,000 Total Contractual Services 198,511 248.587 308.840 408,776 so 408,776 Allocations 8301 Photocopying Allocation 611 5835 5835 877 s0 877 8302 Data Processing Allocation 5,977 6,384 56,384 11,427 0 11,427 8304 Facilities Management 52.189 S2.337 2,337 2.495 s0 S2.495 Total Allocations 68,977 9,556 69,556 14,799 so 14,799 Total Comm Dev Block Grant Fund 277,266 327,484 388,311 500,436 0 500,436 city or Pir"ouman s Comm Dev Block Grant Fund 1998 Revenue Actual 1999 Actual 2000 Adopted 2001 Managers Revenues Revenues Revenues Revenues Taxes 4001 Property Tax 9,871 11,014 11,040 16,684 Total Taxes 9,871 11,014 11,040 518,614 Intergovernmental Revenues 4269 Comm Dev Block Grant 219,789 218,238 315,944 483,252 4270 Rehab Grant Loan Repayment 19,991 17,727 so SO 4271 Loan Repay- Anordabte Housing 65,300 31,000 SO 0 Total Intergovemmental Revenues 305,078 266,965 315,944 483,252 Interest In me 4802 Interest on Investments 1,398 2,652 500 500 4805 Unrealized GainA oss on Invest 5193 s0 s0 0 Total Interest Income 1,692 2,652 500 500 Total Comm Dev Block Grant Fune $316,541 $280,631 $327,484 $500,436 anair l nuager J HRA Sec Ton 8 Fund ACTIVITIES AND OUTCOMES The HRA administers the Section 8 Rental Assistance Program, a fully funded federal program. Participants in the program receive a voucher which permits them to rent a qualifying unit with an income -based rent payment. The HRA uses the federal funding to pay the difference. This program provides assistance to over 250 households. Activities include administering the program and processing housing assistance payments, supervising the Family Self -Sufficiency program, inspecting rental units for compliance, surveying rent and utility costs to monitor housing affordability in the City, and conducting fair housing workshops for rental propert; managerz. Successful outcomes for the Section 8 program include operating the program in a manner consistent with program rules and regulations, and within the budget. Other outcomes include increasing the number of vouchers available to Plymouth residents, improving housing conditions in the City, assisting residents to improve their economic standing through the Family Self -Sufficiency program, and reducing housing discrimination through the education of property managers. KEY BUDGET ISSUES The 2001 budget recommends funding for expansion of the Section 8 rental assistance program of 50 additional port -in vouchers from other jurisdictions. @- ti..! ', D M I... ito s,._ atiY:'.;a++i. no;r ii'z: • Y,--1,i7 . Full Time Equivalent Employees 2 2 2 itycor Plymouman a Menager'' Personal Services - Salary 48,247 54,686 53,308 Personal Services - Benefits 12,075 14,155 15,031 Materials and Supplies 278 500 500 Contractual Services 1,326,582 1,314,811 1,678,772 Capital Outlay/Allocations/Transfers 18,291 53,447 22,805 Total 1,405,474 1,437,599 1,770,416 @- ti..! ', D M I... ito s,._ atiY:'.;a++i. no;r ii'z: • Y,--1,i7 . Full Time Equivalent Employees 2 2 2 itycor Plymouman a 2001 2001 Expenditures 1999 2000 2000 Continued Increased 2001 Actual Adopted Estimated Service Service Mana;ors Expenditures Budget Expenditures Request Request Budget Personal Services 6001 Regular Salaries & Wages 6003 Overtime Pay 6021 Medicare 6022 PERA 6023 Social Security (FICA) 6024 Deferred Compensation 6031 Group life Insurance 6032 Group HospitallDental Ins. 6033 Long -Tenn Disability Ins. 6034 Workees Compensation Ins. 2,748 Total Personal Services Materials IL Supplies 6101 Office Supplies Total Marterlals If Supplies 548.247 54,186 53,111 52,808 0 52,808 s0 500 500 5500 s0 500 5647 5787 746 763 so 763 2,490 52,820 2,813 2,748 so 2,748 2,767 3.360 53,187 53,276 0 53,276 so 276 184 360 so 360 5178 204 203 240 so 240 55.993 56,708 56,861 7,644 so 7,644 0 so so so so 50 so so s0 0 50 so 60,322 68,841 67,605 68,339 so 68,339 5278 500 SSW 500 so 5500 278 5500 500 500 s0 500 Contractual Services 7006 Legal Services so 500 500 5500 SO 5007009Audit 7013 Other Professions; Services 4.356 4,220 4.220 54.300 so 54.300 7016 Housing Inspections 144 5,780 Sm 6,000 40 6.000 200 s0 5200 7020 Record Retention 50 6.000 so 6,000 7101 Postage 800 5800 800 0 600 7701 Printing; Publishing 2,116 5849 2,700 2,700 2,862 s0 2,862 7607 Mileage 1.200 1.200 1,200 O 1,200 7605 Rental City Equipment 50 1,544 40 1,606 40 1,605 40 S0 40 7701 Employee Training 122 1,000 416 1,670 1,000 so 1,670 7703 Conferences 8 Seminars 781 500 1,000 2,000 7705 Subscriptions A Memberships 5203 2205143 0 500 SO 500 7728 Social Services 12,456 14,550 14,820 5220 16,000 SO 0 22 0 7739 Section 8 Rental Assistance 359,813 491,500 1153,199 0 51$ 22 000 7740 Section 8 Part-InRent Assist 376.477 5366,000 158,746 so so so 7741 Section 8 Part -out Rent Assist 523,500 52.272 6.000 0 0 0$ 25.901 7742 Sedan 8 Port -Out Admin Fee 1,955 2,050 155 6,000 7743 Section 8 Port -In Vouchers 5342,040 278,000 824,546 5480 1,000,000 s0 s0 480 7749 Sec 8 - Utimy Allowance 228 225 280 250 51,000.000 7757 Section 8 Rental-DisabW 43,935 120,000 5129,248 131,000 so SO 250 7759 Section 8 Rental Vouchers 5147,902 0 5445,233 5504,750 131,000 Total Contractual Services 111,314,811 1,646,164 1,677,772 soso 1,000 504,750 1,678,772 Allocations 8301 PhchmopyingAllocation 927 955 5955 51,002 s08302DataProcessingAllocation514,943 15,959 515,959 19,044 1,002 8304 Facilities Management 2,421 52,585 2,759 0 19,044 AllocationsTotalAllocations$18,291 19,499 19,499 22,805 SO 52,759 0 522,80E Transfer 9999 Transfer to Retained Earnings 0 33,948 i0TotalTransfer 33,948 o 0 0 so 0 s0 Total HRA Section 8 Fund 1,405,474 1,437,599 1,733,768 1,769,416 1,000 1,770,416 HRA Section 8 Fund 1998 1999 2000 2001RevenueActualActualAdoptedManagees Revenues Revenues Revenues Revenues Taxes 4001 Property Tax s0 S33,204 19,499 20,716 Total Tarp s0 33,204 19,499 20,716 Intergovemmentel Revenues 4265 Section 8 HUD - Direct 539,716 529,807 5724,100 675.700 4266 Section 8 Rent Assist - Pon 616,698 714,909 644,000 1,000,000 4267 Section 8 Admin Few - Pon 43,2a7 550,729 48,000 72,000 Total Intergovemmentel Revenues 1,199,702 1,295,445 1,418,100 1,747,700 Contributions 4503 From Other Private Sources 245 s0 s0 s0 Total Conbibudons 5245 s0 s0 so Interest Income 4802 Interest on Investments 7,539 3,955 2.000 2,000 J805 Unrealized GatnAAm on Invest 5753 s0 0 so Tote IrlWas tIncome 6,292 3,955 2.000 2,000 Total HRA Section 8 Fund $1,208,239 $1,332,804 $1,437,599 $1,770,18 HRA GQneral Fund ACTIVITIES AND OUTCOMES The Housing and Redevelopment Authority (HRA) General fund budget reflects funds collected primarily from the City's HRA tax levy. Supplemental funds are obtained from housing bond fees and grants from state, federal, and metropolitan agencies. The primary use of the funds has been to subsidize the construction of (pre 1994) and subsidy of (post 1994) the Plymouth Towne Square senior citizens housing protect. Primary activites include oversight of Plymouth Towne Square, participating in metropolitan, county and state housing programs, supervising and silf.porti,ig HRA activities, administering city Lausing revenue bond issues, and planning for the future housing needs of the city. Other activities inclu.' investigating, coordinating, and implementing programs to expand housing opportunities and implementing the City's economic develepmen, and redevelopment objectives. A successful outcome will be continued management of Plymouth Towne Square within budget, and operating the project to provide attractivE, comfortable and affordable housing to low and moderate income senior citizens in Plymouth. Other successful outcomes will be implementing plans and programs which increase opportunities for affordable housing, preserve aid enhance the City's tax base, and increase employment opponrnities in the City. KEY BUDGET ISSUES The HRA levy will increase in 2001. Funding is recommended for a full twelve months for the new HRA Specialist ($52,550 annual cost), that began on July 1,2000. Full Time Equivalent Employees I City or Plymoumanagen a Personal Services - Salary 77,181 99,240 128,436 Personal Services - Benefits 16,279 22,387 28.668 Materials and Supplies 234 370 370 Contractual Services 330,897 394,007 395,347 Capital Outlay/Allocations/Transfers 21,743 27,801 22,957 Total 446,334 543,805 575,778 Full Time Equivalent Employees I City or Plymoumanagen a 2001 1001 Expenditures t6oe 1000 1000 COMM beis..ed 1001 na.d Adeps I:.mmba sable. wine. rtw6ay EwwdMm good awndhm PAWM ft4um Bud" soot swv n6 R.6da sdab. a Ubsr. 6002 Tomomy sd.Aw aw"m 6011 modum M PERA 6025 sodd 8.aft W -V 6014 DommC. Iau N, 6031 Orab Ll. bWieeo. 6031 GMVHNPbMaRWM& 6035 LORD -TOM Obsbft b.. 8034 Vfthm.cwgwm ftnbs. Was Told Pwsowd saMon 1d.tbM a stppsn 6101 amm soppse. 6106 PIW*mO rj Tald eadds a &We= 86167 666.240 00.655 8114AN oe 8114,416 10.666 14,000 SHAM MAN s0 SMA00 1.111 61.4.17 I" 61AN o 61.666 WAS x.140 Was 6.846 s0 8.84.5 64.766 6.166 6,666 7,664 s0 s7A64 6585 sm 6166 6710 s0 6710 sloe 1566 671 sm s0 664 so" 66.700 6.031 10.156 s0 610.156 U26 s0 341 sm so Gam s0 s0 s0 s0 s0 s0 SWAN 6121.617 117,$N 6167.104 so 9167.103 sm buo baso baso so sm 10 610 626 10 s0 20 6154 swo ss76 6$70 so sm C Contracw an 'P m 7004 LOWFwM 1.743 so 3.783 D so so 7008 LbW Swdon so 3.000 3Aoo 411mmm so 83M 7009 Audi so s800 8100 525 so 852$ 7013 COW Prof.aWind Swnbn Nw. 12.000 512.000 812.000 so 12.000 7101 Podrpo 80 51A00 SIAM II= s0 1A00 7201 PIR0 6 PueMMft 75 8100 100 100 so 100 mi Minae 3 30 30 30 so sm 7804 Rwad PMb PMpwpr so s0 880 so so so 7508 R, - CIV E , j 1.324 81.377 1.ST7 51.432 s0 1,432 7707 Enmpbps T186" 321 am 32.500 am m 83A0D TM Canft e a swdb 82A1a I2.70o 62700 83.800 so 3.500 7705 GdOW"MAII 8085 700 s700 5700 so s700 7744 Owe Aw- 'm Io 0 18,507 so so so 7748 91 11 s 8280.332 82BOX0 82m= 8250.000 so 8230A00 7788 lbai6i8L4 70528 IWAOD IBOAoo 880AOO 0 90Aoo Told COM892 m Swdon 380,$87 3KW 405,s7T s88bs47 8o 38:,347 BOW Yodtln , a Equpnwu so 4A00 4AW 0 s0 s0 Tom Cq"Lapo+Mwonin so PAD Ism W 80 s0 AOOatlons 8301 PhoboME Abaft 3484 475 478 801 s0 501 8302 Date PIOMM AOoealbn 14.943 818.888 878AI9 15.23$ s0 18.238 5304 FodWfn I I, m gm 1 W338 8.784 38,784 87,221 s0 7,221 Tom AaoedlwM 31,743 33,201 823,701 I2Z.f57 s0 32,857 Total HRA GmNW Fund @.= Ssr3.eos Sul" Mm so 676 M CO Wreeefd 7004 6ervbm La6d Fast 1.744 10 764 b W o 700$ Le6d S4rdon m 4.000 am 83AW m 4.000 700$ Audi m 000 X06 sm m 626 7014 OdWP4WabndSa4oa 4.067 12.000 12,000 12,000 0 12AW 7101 Podep m 1.000 SIAM Sim m 1.080 7201 Pbdh 6 Pubb" 7S 8100 100 100 m 100 7$01 ubw m 30 30 4o m 30 7804 ReddPAM%PrW* 6 m so m m m 7005 RNMCRY E jment 1,324 1,477 1.577 SIAM m 1x452 7701 Enpbyes T(S" 321 2.000 82AM 5.000 0 15.000 7705 Conbn naSeWw 2.048 z,700 2.700 3AW 0 4.500 7705 Sfaa"m a uanumlope 1548 700 700 700 m 100 7744 OrMAwada m 10 18.507 m m so 7748 S4dor 11oue6ie R4n1 AodsUm 250.332 MA00 270.000 200M 0 280.000 7755 Raft Law 70.828 Snow sw000 8906M m 00000 Tafel Centred W 2arv1, 33MV 394AW 406,$77 3$0.347 0 896.347 ' CapNd IMpfevefnanb 6004 me", a - 8 Equj 0 14.800 SIAM 0 fl 0 Tad OpNd gaoroewnenM 4 4.= 400 10 0 0 AlocdWn6 6701 PudooWAVARcOm 444 474 474 501 3o 501 8302 DW PAOoatlon 14,645 16,658 15me 22.052 30 822AS2 8404 FadOn uempemed W348 8,764 4,764 7.221 0 7:221 Tad ANOCOM 21.743 23,201 23.301 30.$74 o 30.$74 TOM MRA General Fund 418,334 645„606 i661AN 663 M 0 6 Im 1999 2000 2001 Revenue Aabwl Ae41e1 Aeapled RownM Re11e1eNe Reeeslee RsreleM Taxes 4001 Pra"ll Tet 374,072 37M76 406AM 420043 4002 Tex Abslm m11b & C,niae0e0pis 4479 m m m TOW TI SVS03 379AM 40$A70 420AN lnWgoYanmleryal RwAmres 4201 HACAAW 04,693 WAS 26,736 26,735 4207 GmdsFlom GX J Aglon 641m1 20A00 i0 1SA00 . Tolld WergoesrmlerydrM MAN MAN am smm C.orAbud m 4W5 OMw Ceabe116em ReoeNsd MW 306M 30,000 30=0 TOW Cenblbd lom N.= 83W SK M 30A00 01119 Rs4enms 4700 b9aoe0eneo1lsRereale wl 0 0 m 4712 HwAft Lm Re$s7n a 57A2$ 0 m m Tod 001er Rseerlua 7.$97 10 w so Ir -A Mal bx=M 4902 byMae-on- -a 82009 24AS1 iI0A00 SAM M Unmelod Oak&= m bared 53AN lA 0 so Toby bllereet bleonr 2$.966 24,061 20A00 20.090 General Transfer 5999 Tmnder Fmm RelaNed Esmbip so 1A MOAoo 60A00 TOW GonwdTlsmlrr so M Momo 60A00 Toth HRA Gan d Fund UTA17 478.722 543M 878.778 MEMORANDUM To: Anne Hurlburt Ed Goldsmith From: Melody Burnham, Housing Manager, Plymouth Towne Square Date: July 100 RE': PTS Monthly Report for May 2000 July Newsletter (attached) June Resident Council Meeting Minutes (attached) Monthly Financial: May Financial Statements (attached) Revenue/Garage reflects one vacant parking spot. Revenue/Guest Suite reflects only rented 0 nights Revenue& aundry reflects timing Housekeeping/Salaries reflects vacation coverage PO/Purch Svcs reflects timing PO/Supplies reflects more expensive, more efficient Gghtbulbs and GE parts for appliances Occupancy/Marketing: 96 units leased plus 2 caretaker units Plant Operations: (June) Three cracked windows replaced Water pipe leak in 1" floor hallway repaired Resident Services: (June) June catered luncheon National Hug Week Josephine's clothing sale Blood pressure check Pancake Breakfast Bank.representative here from US and TCF Goals Achieved this Report Month: (June) Rented two apartments Hired part-time caretaker for July 1 Two apartment transfers Goals for neat month: (July) 2001 budget Set up National Night Out Orient new caretaker cc: Donna Ram MONTHLY OCCUPANCY REPORT PLYMOUTH TOWNE SQUARE June 2000 JAN I FEB IMARIAPR IMAYIJUN IIULIAUGISEP IOCTINOVIDECO TOTAL excludes eeretelcer epeMeftoomps apace I KrM excludes eeretelcer epeMeftoomps apace I Members present - Ben Kelley, Gail Norman, Thelma Paine, Jim Grange, George Miller, r" Elaine Leonard, Jenny Huffman, Melody Burnham and Kathy Boesen Ben Kelley called the meeting to order. The council members introduced themselves. The minutes from the last meeting were read and corredu J. Resident Fund was discussed. Elaine Leonard had suggestions on how the Resident Fund should be maintained. It was tabled until the next meeting. Elaine and Melody will go to US Bank to check on alternate accounts. 48 from Heart and Memorial has not been deposited. MANAGEMENT REPORT The council decided to give Susan Kasper, our Student Computer Volunteer, a check for 50 from the Resident Fund. A graduation card was given along with the money and a collection was taken from the resident who participated in the E-mail classes. Pat Michels will be asked to be in charge of the card. Rhubarb plants will be planted in the open area behind the benches outside, for residents to use. Bev Husbey's son Paul will donate the plants. We are in the process of renting apartment 319. Constance Livermore will be moving to apartment 128. Apartment 222 has been rented by Anne Srsen from our waiting list. The Bingo Cabinet is suppose to be delivered on Monday, June 12". COMMITTEE REPORTS Marguerite Schiebe and Joyce McCaughey are our new PTS Historians. The scrape book from the office was given to them. When completed, the book will probably be kept in the office. Ruth Clark is working on entertainment for September, October, November and December. OLD BUSINESS There was no Old Business There were no suggestions in the Suggestion Box. NEW BUSINESS The council meeting will continue to be held in the 3rd floor Conference Room. Jim Grange will be the new parliamentarian. Meeting was adjourned until July 13th. TOVVNE CRIER July 2000 Ij 6 A Note from Melody: Happy Summer!! Even though we have had a wet and mild June, I am sure that summer is going to be in full swing during the month of July. I want to take this opportunity to say thank you to Lee who has been my employee for the last year. As a supervisor, I will truly miss his enthusiastic attitude, fantastic work ethic and wonderful personality. Good Luck Lee. We are fortunate that another Walker employee jumped at the opportunity to be our part time caretaker. Rhoda Christenson has worked for Walker for 2 years, both at Walker Elder Suites and also Walker Place, her supervisor was Sarah Miller. I owe Sarah lunch for finding us such a nice person. I know that you will each get to know her and her biography (which is printed elsewhere in the Newsletter) is very interesting. Please join me in welcoming Rhoda to our extended family. I had the misfortune of having my first tenant take an apartment then four days before move in, say that she changed her mind and would not be moving in. The good news is that I was able to rent it right away but not until August 1. So, in August we will be having two more new tenants, one in 319 and one in 222. As your summer activities begin, I would like to remind you to drink plenty of water during the hot weather and use sunscreen; be safe in your travels and enjoy yourself in the beautiful Minnesota outdoors. Have a great safe and happy 0 of July. DID YOU KNOW? George Washington, a skilled mason, laid the cornerstone of the Capital in 1783. If packages are not picked up by 4:00 p.m. on Friday, they will stay in the office over the weekend. A special bathtub had to be installed in the White House to accommodate President William Taft who tipped the scale between 300 and 350 lbs. July is National Hot Dog month. All the Resident Council Meetings will be held in the V floor conference room. This month's meeting will be July le at 1:30. Feel free to join us. It has been noted that there are residents who drive entirely too fast through the garage and also do not stop and wait until the garage door has closed. Please drive slow and wait until the garage door is down again before you drive away. You can make your own window cleaner out of equal parts of isopropyl rubbing alcohol and water. Non sudsy! To remove a white ring from furniture mix equal parts nongel toothpaste and baking soda. Chocolate and candy eaters live nearly one year longer than those who abstain from sweets. Chocolate contains antioxidants! This is from the British Medical Journal. Gardening is an exercise in optimism. Sometimes, it is the triumph of hope over experience." Hands and feet wrinkle after a long swim because the thick layer of skin that protects them absorbs water and expands. kod THIS ARTICLE IS FROM THE BUSINESS SECTION OF WEDNESDAY'S STAR TRIBUNE NEWSPAPER. Do more than exist; live! Do more than hear; listen! Do more than agree; cooperate! Do more than talk; communicate! Do more than speiid; invest! Do more than think; create! Do more than work; excel! Do more than consider; commit! Do more than forgive; forget! Do more than help; serve! Do more than see; perceive! Do more than read; apply! Do more than receive; reciprocate! Do more than advise; help! Do more than encourage; inspire! Do more than change; improve! Do more than reach; stretch! Do more than grow; bloom! Do more than dream; do! These directives depend on old wisdom: go the extra yard: give that extra effort; push yourself a little harder; help others whenever and however you can; strive to enrich your life and that of everyone you come in contact with. All these exhortations are designed to make your life a more fulfilling experience than it is for those who just go through the motions, who do only what is necessary to get by." J IMIVVIVMJ QN1111 0"I ;11WIMI(S-114WI August 1, 2000 6:00 p.m. Special Music o Barber Shop Quartet Everyone is invited to the picnic. oHot Dogs oChips i oRoot Beer Floats Cost is S I and a can good. All can goods will be given to the food shelf at Interfaith Outreach and Prism. TI TICKETS WILL BE SOLDJULY 26TH, 27TH & 2., S HIST RIANS°®o Marguerite Schiebe and Joyce McCaughey, our PTS Historians, would like those you who moved -into the building when it was first built, to write a short story abc your experience. Please give it to either Marguerite or Joyce. 4i;4COUNTHYSIDE, CAFE NOON ]LUNCH July 19` h at 12:00 Cold Sandwick o Potato Salad o Rea/ 7'V nite and blue Cake o Coffee J Tickets on Sale July 12a 13" & W 5.00 per person GQM BIRTHDAYS JOANNE WARREN 3 JENNY HUFFMAN 11 MICKIE LARSON 17 SOPHIE PETSCHEL 19 HENRY NAPOLITAN 23 RUTH PETERSON 23 LILLIAN NIGGELER 26 RUTH CLARK 30 Apt. .02 Apt.101 Apt. 205 Apt. 103 Apt. 331 Apt. 207 Apt. 332 Apt. 216 Apt. 111 On July Z 1776, the Continental Congress declared the. American Colonies free and independent states. It took the delegates two days to agree on a formal document announcing their actions. On July 4, the Congress adopted the Declaration of Independence. Only Continental Congress President John Hancock and Secretary Charles Thompson signed the rough draft that day. The 55 other delegates had to wait almost a month for the final document to be carefully engrossed on parchment, which they signed on August Z 1776. Independence Day has been celebrated nationwide since 1777, the first anniversary of the signing. Drink to Your Health - Water, That Is Drinking enough water is important at every age, but it is especially important for older adults. Water helps transport nutrients and salts through the body, carries waste, hydrates the skin, helps ensure adequate blood volume, and moistens the eyes, nose and mouth. Drinking enough water will also help reduce constipation, and it may help prevent kidney stones and cancers of the breast, colon, and urinary tract. As you age, drinking enough hater becomes a bigger concern for two reasons. First, by the time a healthy person reaches age 70, his or her kidneys filter waste about half as fast as they did at.age 30. Drinking enough water ensures that the kidneys function properly to.remove wastes. Second, keeping your body hydrated helps the body to produce perspiration, thereby reducing the likelihood of exhaustion, which tends to occur more often as we get older. If you are inactive, on average you'll need to drink seven 8 ounce glasses of water per day. If you exercise or are exposed to heat, you'll need to drink more an additional 8 ounces every 30 minutes during your workout and two 8 ounce glasses after your workout if you sweat a lot. Though seven glasses of waterper day may seem like a lot, it needn't all come as plain water. Raw. f and vegetables contain 70-95% water, which w, toward the total. Sweetened drinks court toward the, though they are usually fattening. Caffeinated drinks such as coffee, tea, and some sodas are mostly water, but because they are diuretics (they increase urination) they count only partially toward the total. Alcohol dehydrates the body and so does not count toward the total. it: q :( W _ Hi 11 First of all I must tell you that I am very excited to be coming to Plymouth Towne Square - I have met the greatest staff ever, and am looking forward to meeting you 1111 What o great place to live and be with friends 11 I will tell you a little bit about myself. My brother and I grew up in Minneapolis with GREAT parents who are now retired and living their dream with lots of land, garden and flowers 111 I will tell you the truth, I have been going to college for the last 16 years (not full time 11) I have had lots of jobs with great experiences.. I have lived in Sunny California and went to college in HOT Arizona 11 FINALLY I am 100 % dedicated to finishing college,:: I will finish my education at Augsburg in Minneapolis. My goal and dream in life is to be a kindergarten teacher in New York City 11 I love to travel 1 For the millennium I was with the best of friends on a beach in Mexico Il I have just. recently accepted the position to be with you and will also start a new full time job on the some day 11 I am simply very lucky to have found the job at Plymouth Town Square and can't wait to meet you 111 Rhoda 07Know Something Good About You Gl dn't this world be better, Iffolks whom we meet would say I know something good about you," And treat you just that way? n't it be splendid, If each handshake, good and true, Carried with it this assurance: I know something good about you?" n't life be happier, if the good thatl in us 411, Were the only thing about us That people would recall? ouldn't our days be sweeter, If we praised the good we see; For there is a lot of goodness, In the worst of you and me? 7®/ouldn't it be fine to practice, This way of thinking too, You know something good about me, I know something gv)d about you? Unknown June 5, 2000 Plymouth Towne Square 15500 37" Avenue N. Plymouth, MN 55446 SUBJECT: Your Contribution. to the Millennium Garden Buy a Brick Program Dear Plymouth Towne Square Residents: On behalf of the Plymouth City Council, thank you very much for your contribution to the Millennium Garden. We are pleased that you have chosen to support this exciting project. Citizen participation in the Buy a Brick program is important to making the Millennium Garden. a reality. We very much appreciate that you have joined with us on this endeavor. Together, we will create a beautiful garden for our community to enjoy today white leaving a lasting legacy forfuturegenerations. Your donation of $50 is tax deductible, so please keep this letter for your tax records.. Once again, the City Council and I send our sincere thanks your support and your gift. Sincerely, c, 7 tai Joy Tierney Mayor PLYMOUTH AgeaatijafPlan?o Lin 3400 PLYMOUTH BOULEVARD • PLYMOUTH, MINNESOTA 55447.1482 • TELEPHONE (612) 509.6000 Www 6 nlvwnnuth nen ua HERE IS A THANK YOU NOTE FROM SUSAN IKASP ER OUR EoMAIL STUDENT! aAJ ;aU & Mot a mon Wb FRO --M YOUR CAR ETA ERS1111 If you spill liquid laundry soap or softener h'quid on the door of the laundry room.. please wive it up so someone doesn't slip on it. if you happen to wash or dry a Kleenex and. it goes all over the laundry room floor.# please sweep it up, Brooms and dust pans are in every laundry room. If you use softener sheets in the dryee and they fall on the laundry room floor.. Please pick them up and .gut them in the trash can, When throwing your trash down the trash chutes: If you drop something on tht floor,, please stop and pick it up and throw it down the chute. Tease wipe down the machines when you are done washing and dryings if they need it. Concerts in the Park -July 11, Aug. 1, Aug 8, Aug. IS. All start at.7 p.m. at Parkers Lake Park, Co. Rd. 6 and Niagara Ln. Bring a blanket or lawn chair and take in free outdoor concerts. Enjoy Dixieland music with Stomp N Dixie on July 11. Take in the contemporary country of High Noor, on Aug. 1. The Scandinavian Ensemble will perform on Aug. S. The Jonathan Pemberton jazz Quartet mill play on Aug. IS. A performance of the Plymouth Puppet Playhouse will precede each concert at 6:30 p.m. In case of rain, call 763-509-5205 for concert information. Plymouth Community Concert Band - Enjoy a free concert at the Plymouth Amphitheater, 36th Ave. N. and Plymouth Blvd., on Mon., July 17. The Big Fun Show mill entertain families at 6 p.m. The Plymouth Community Concert Band will perform at 7 p.m. Interfaith Outreach will sponsor a free ice cream social. Summer CarniVal - Bring your children to this free event on July IS at Parkers Lake Park, Co. Rd. 6 and Niagara Ln. ChildrenIs games begin at S p.m., a Puppet Wagon show will follow at 7 p.m. Will Hale and the . Tadpole Parade will provide children% entertainment at 7:30 p.m. Garden Tour -July 21. . Beach Party Night -join in Beach Party Night on July 25. The Puppet Wagon mill perform at 6:30 p.m. followed by the Prior Lake lVater Ski Team at 7 p.m. Autumn Arts Fair - Enjoy music and check out quality a-ts and crafts at the Autumn Arts Fair on Sept. 16, 10 a.m: S p.m., at Parkers Lake Park, Co. 6 and Niagara Ln. L July 2000 Monthly Planner Ported by Crerldar Crestar Pres a10ar10R000 1 7:00 PM Colds 2 3 4 5 6 7 8 M. AM Church 1200 PM Schwa ft 990 AM IWI-A Ride 130 PM 3/13 Costs DR 10-00 AM Colla 100 PM Gama 1-00 PM Sat Bingo (DR) Service 9:30 A Club 7:00 PM BINGO 7:00 PM Teipoley 7 0 PM Cards 1:30 PM Demmark (DR) INDEPENDENCE DAY 9 10 11 12 13 14 15 9A0 AM Clench 7:00 PM BINGO 9M AM Dial"Me 1:30 PM 3113 C & DR 10:00 AM Coffee 1:00 PM Gums 1:00 PM SaL Bingo (DR) Service twoawvshml 1:30 PM Resident 7:00 PM BINGO 7:00 PM 7WWey 7:00 PM Cards 9:30 Club coarsen1:30 PM Denmark (DR) 16 17 18 19 20 21 22 9:00 AM Church 1:00 PM Schwan -s 9A0 AM Mow-RMe 12.-W PM NOON 10:00 AM Coffee 1:00 PM Gama 8-.70 AM Maeahe Breakfast service 7:00 PM DINGO forestry SIM) LUNCHLUNCH 7:00 PM -BINGO 1 JO PM Hearing Aids 1: PM Sat. Dinbro (DR) 9:30 AM mews Club 1:30 PM 3113 Cards DR Teslbig 700 PM Cords 1:30 PM Denmark (DR) 2A0 PM BLOODPRM 7:00 PM TripoleySUREC1FCK 23 24 25 26 27 A 29 900 AM Church 7:00 PM BINGO 9410 AM DI Id-RMe1:30 PM 3113 Lards DR 1:00 PM RESIDENT 1:00 PM Gama 1:00 PM Sat. Bingo (DR) Service MEETING 7:00 PM Tripolcy 7U0 PM Cards 9:30 AM Men's Club 7-00 PM BINGO 1:30 PM Denmark (DR) NO AM COFFEE 30 31 hure I AT 9M AM Church 1:00 PM Schwan -s SMTWTFS SMT W T F S r e s 1 2 1. 3 Service 700 PM BINGO s s a • 10 • 7 a • 10 a 12 11 12 U N O 1• 17 13I9 15 1• 17 I9 N is 19 2e 21 i• 22 N 20 -1 2223 29 23 29 2s 26 27 29 29 30 n Is29 so $t Ported by Crerldar Crestar Pres a10ar10R000 r IN 0 v IN 11 Plymadh Tarr 8*w Cab Flow ARmIFft FM M"M ERM Yq 2000 YM Aeon YTD Budad VSAsna AMW tluAasl Rarnua: Ranwbm= a MIA88 f330.950 139 794A20 ToldRr4W wan 357.769 SII.M tA13 Espteast: AdNWo and Retkam Sento 1.110 1A10 300) 3.855 tloaMr OV 9.200 120 810) 15A5o Plein owawr a Mamwrwra 32243 38.289 9.922) 99.967 Lrimea 21AN 29.928 VAN 62.731 Po"alyandEW 17.914 11L110 298) 43.779 GenwM & Adn*ddra m 337 f3.67f1 12OM7 TOW ng 1- p Eapaaea 121.838 1410%80-145- 9.109)NEW Yrorrrs. k - IntmeAa0ndsllan 239.932 215.930 2O.M 923A" and Anmrllaa8ar Dopmddltn end Anrrtlnllon Eapsaa 89AB9 90.110 621) 219.299 Yrarra I (1.ow) Rattm hor"t 146A43 121,920 21,923 307.170 IMareatEapsnea 120.789 120.770 1) 286A16 Rat lntano (Lets) Irfaa Gala 25.874180 21.924 78.783 UmmOM gain ryas) tnttdnant moo moo Lo so yd hreer (LM) 25.674 150 S2,,t24 6 763 Adluslnrntt t0 Cah Flaw: OWKI9tn 88,293 8&875 822) 62/3.300 Anwftodtn 1,235 1.235 0 2.965 RevWmDan. Ow.) hal 1.265 0 1.255 0 Dow. (Nn.) In Propdds 2.310 0 2.310 0 Doer.) len. M AVP a Aewed EW 7.340 0 7.340 0 Aoamd Real Eater Tana 13292 13A05 143) 32A90 AxrwdbMsral 120.789 120,770 1) 268A17 Mal Eddt Tet Payd 22.973) 22.305) BBs) 32.927) Capttl MWOV r -a 17.970) 19.500) 2A30 23AW) Ur - . -, ed Oroealtdlan Car 0 0 0 0 Etaa Caah Dwaskad wllh Gly 19A00) 0 15.000) 0 DembloDebeBarvlesFww4mrcw 41,771) 41,770) 1) 101,900) Dapabto0e018erMaFud-htoo 120,788) 120,770) 1 28BA17) InreatI Wilmot protrrr 28.307) 24.30 1.987) 09.897) IrnaabrMrrMCapild Improvenrmt 12.376) 12.375) 0 29 QutrWal 621811) 1,731 manna (Doemm) In Call 12.809) 18A36 20A94 Cah BaWra, BoOnnino o1 Yaw f51 N6 MAN Leah Balanea, MW 31,2000 2 291 11 PLINDU ( TOMB SQUARE BALANCE SIERT may 11 00 UNNUDITED Assn" CURRENT ASSETS: PETTT GSM C]uCXLMG - OPERATIONS SAVINGS - SECURITY DEPOSITS TOTAL GSR ACCOUNTS RECEIVABLE -TENANTS ACCOUNTS RECEIVABLE -OTHER TOTAL RECEIVABLE INTEREST RECEIVABLE DEBT SERVICE 1NTBREST RECEIVABLE PREPAID INSURANCE - GES AL PREPAID EXPENSE - OTHER TOTAL PREPAIDS TOTAL CURRENT ASSETS PROPERTY. PLANT. AND EQUIPMENT: WAND BUILDINGS A IMPROVEMENTS WUO IMPROVEMENTS PUSH 6 EQUIP - GENERAL EQUIPMENT - COMPUTER PUSH 6 EOUIP - HOUSERSEPING LESS ACCUMULATED DEPRECIATION TOTAL PROPBETY. PLANT. A EQUIPMENT OTHER ASSETS: IMVSSTIETS-CONSTRUCTION FUND INVESTMENTS-MORAING CAPITAL INVESTME:TS-D®T SERVICE FUND LMVBSSMENTS-CAPITAL INP. UNAIORTITBD START-UP CASTS URAPORTIXBD ORGANIZATION CASTS LESS ACCUMULATES AMORTIZATION a1RRcIT BALANCE MONTE 012/11/29 1,067.65 1,067.65 21,206.69 11,047.11 16,454.17 40,761.22 50,726.91 54.696.20 0.00 09.00 10.65 1,196.62 10.65 1,255.62 10.571.12 0.00 10,571.12 0.00 0.00 1,665.62 506.95 1.111.05 506.95 2,616.67 69,617.61 56,996.69 459.247.00 5.610.996.21 57.645.50 171,545.65 7.656.41 1.O1S.1S 11,152.610.69) 5.175.102.05 20,000.00 420,016.01 469.292.44 141.165.41 2.910.15 155,166.56 65.201.64) 459,247.00 5,610.510.21 52,641.00 159.960.56 7,656.41 1.O1S.15 1.064,557.61) 5.246.454.74 20.000.00 405.016.01 415.919.26 110.790.41 2.910.15 1SS.IGG.56 01.960.17) NXT awcE 0.00 B,1S9.S6 4,326.55) 3.632.71 59.00) 1,165.97) 41.254.97) 10.571.12 30.571.12 1.655.52) 624.10) 10.838.94 0.00 480.00 S,OOS.SO 11.S85.07 0.00 0.00 05.251.26) 71.152.69) 0.00 15.000.00 11.151.10 12.175.00 0.00 0.00 1.215.47) aRnENT BALANCE MET MMITH 012/31/99 CHARGE continued) TOTAL OTHER ASSETS 1.12S. 366.75 1.065.996.04 59.692.71 TOTAL ASSETS 6.370.526.63 6.371.377.67 (651.00 4 continued) LIABILITIES AND IMOD RAI INCR CURRENT LIABILTTIBS: ACCOUNTS PAYABLE ACCRUED SALERISS AND N0G68 ACCRUED EXPENSES CURRENT MATURITIES - LAIC TERM SECURITY/muT LIST DEPOSITS TOTAL A/P 6 ACCRUED expoom ACCRUED INTEREST ACCRUED REAL ESTATE TAXES THBR CURRENT LIABILITIES TOTAL CURRENT LIABILITIES LORD TERN DEBT: BONDS DATABLE TOTAL LONG TERM DEBT FUND BALANCE-. CONTRIBUTED CAPITAL PARTNERS' DEFICIT NST TNCONB (LASS) TOTAL FUND BALANCE TOTAL LIABILITIES 6 FUND BALANCE Curr BALANCE NET mum X12/31/99 CNAIM.B 16.910.68 16.366.27 2.596.61 1,290.06) 0.00 1.290.06) 16.601.26 10.228.10 5.779.16 100.250.00 100.250.00 0.00 13.867.61 33.:91.27 256.16 185.765.31 170,605.66 7,139.67 68.307.51 72,661.26 26.153.75) 11.261.11 22.972.60 9.711.29) 61.568.82 95.633.86 11,865.06) 247.314.13 271.819.50267,116.13 26.525.37) 6.986.750.00 6.986.750.00 0.00 6.986,750.00 6.986.750.00 0.00 1.000.000.00 1,000.000.00 0.00 112.787.97 112.787.97 0.00 25.676.33 0.00 25.676.31 1.118.662.30 1.112.787.97 25.676.13 6.170,526.63 6,371,377.67 851.06) VARA APARTMENT REN 43.993.00 43.993.00 0.0 MRA IN3IVIOM 20.699.00 20.699.00 0.0 VACANCY -CARET 1.307.00- 1.307.00- 0.0 VACANCY FACTO 112.00 370.00- 482.0 VACANCY FACTO 112.00- 176.00- 64.0 VACANCY - CAR 60.00- 60.00- 0.0 GARAGE RENTAL 2.05.00 2.070.00 15.0 BEAUTY SHOP R 125.00 125.00 0.0 GUEST ROOM RE 0:00 140.00 140.0 LAUNDRY 41S.2S 833.00 417.7 MISCELLANEOUS 0.00 0.00 0.0 INVESTMENT IM S.156.89 4.023.00 333.6 70.070_66 307.1 EXPENSES: RESIDER SERVICES: 9 PLTLBITONNE SQUARE STATEMENT OF EARNINGS 5 Hamm ENDED May 31 00 UNAUDITED VAR. 4 TTD VARIANCE OF BUD. ACTUAL 0 0.00 219.965.00 0 0.00 104.495.00 0 0.00 6.535.00- 0 130.27 563.00- 0 36.36 37.00- 0 0.00 300.00- 0- 0.72 10.320.00 0 0.00 625.00 0- 100.00 70.00 5- 50.15 3.017.7S 0 0.00 30.00 6.92 26.680.35 4 USE -- 0.43 357.768.10 MISCEIJJAMBOUS 32.76 25.00 7.75 RESIDENT PR00 271.37 335.00 63.63 - SUPPLIES - as 67.65120.00 52.35- TOTAL SNIDEST 371.60 480.00 106.20 - HOUSEKEEPING: SALARIES 181.60 63.00 96.60 BENSPITS 32.48 21.00 11.48 PUACH. SVCS -B 0.00 0.00 0.00 REPAIRS AND M 0.00 50.00 50.00 - SUPPLIES - OR S1.07 200.00 146.13- OTAL HOUSEREEP 26S.9S 354.00 88.05- TTD BUDGET VARIANCE 219,965.00 0.00 104,495.00 0.00 6,535.00- 0.00 1.850.00- 1,267.00 960.00- 843.00 300.00- 0.00 10,350.00 30.00- ss S.00 0.00 735.00 66S.00 - 4,16S.00 1,147.25- 180.00 150.00- 2S.02S.00 1,6SS.3S 3SS.97S.00 1.793.10 VAR:B JANUARY 2000 - OP BUD. ARC®®BR 2000 B000ET..- 0.00 527.912.00 0.00 250.792.00 0.00 1S.694.00. 69.S7 4.440.00- 99.60 2.110.00, 0.00 720.00- 0.29 24.649.00 0.00 1.S00.00 90.46 2.030.00. 27.55 10.000.00 83.33 100.00 6.61 61.593.00 0.50 656,013.00 31.12 74.11 105.00 30.09- 29.42 2SS.00 16.99 GSS.S4 765.00 129.46- 16.49 2,000.00 43.63 379.67 S20.00 140.13- 26.95 1,600.00 22.S4 1,109.52 11.140.00 300.48- 21.31 3.655.00 116.60 375.35 415.00 39.65- 9.55 1.000.00 54.67 64.47 105.00 40.53- 38.60 250.00 0.00 4.212.13 4.300.00 97.59- 2.04 11.600.04 100.00 0.00 150.00 150.00- 100.00 300.00 74.07 626.45 1.SS0.00 521.SS- 45.35 2.700.00 24.67 5.280.38 6.120.00 639.62- 13.72 1S.B50.00 MISCEIJJAMBOUS 32.76 25.00 7.75 RESIDENT PR00 271.37 335.00 63.63 - SUPPLIES - as 67.65120.00 52.35- TOTAL SNIDEST 371.60 480.00 106.20 - HOUSEKEEPING: SALARIES 181.60 63.00 96.60 BENSPITS 32.48 21.00 11.48 PUACH. SVCS -B 0.00 0.00 0.00 REPAIRS AND M 0.00 50.00 50.00 - SUPPLIES - OR S1.07 200.00 146.13- OTAL HOUSEREEP 26S.9S 354.00 88.05- TTD BUDGET VARIANCE 219,965.00 0.00 104,495.00 0.00 6,535.00- 0.00 1.850.00- 1,267.00 960.00- 843.00 300.00- 0.00 10,350.00 30.00- ss S.00 0.00 735.00 66S.00 - 4,16S.00 1,147.25- 180.00 150.00- 2S.02S.00 1,6SS.3S 3SS.97S.00 1.793.10 VAR:B JANUARY 2000 - OP BUD. ARC®®BR 2000 B000ET..- 0.00 527.912.00 0.00 250.792.00 0.00 1S.694.00. 69.S7 4.440.00- 99.60 2.110.00, 0.00 720.00- 0.29 24.649.00 0.00 1.S00.00 90.46 2.030.00. 27.55 10.000.00 83.33 100.00 6.61 61.593.00 0.50 656,013.00 31.12 74.11 105.00 30.09- 29.42 2SS.00 16.99 GSS.S4 765.00 129.46- 16.49 2,000.00 43.63 379.67 S20.00 140.13- 26.95 1,600.00 22.S4 1,109.52 11.140.00 300.48- 21.31 3.655.00 116.60 375.35 415.00 39.65- 9.55 1.000.00 54.67 64.47 105.00 40.53- 38.60 250.00 0.00 4.212.13 4.300.00 97.59- 2.04 11.600.04 100.00 0.00 150.00 150.00- 100.00 300.00 74.07 626.45 1.SS0.00 521.SS- 45.35 2.700.00 24.67 5.280.38 6.120.00 639.62- 13.72 1S.B50.00 TTD BUDGET VARIANCE 219,965.00 0.00 104,495.00 0.00 6,535.00- 0.00 1.850.00- 1,267.00 960.00- 843.00 300.00- 0.00 10,350.00 30.00- ss S.00 0.00 735.00 66S.00 - 4,16S.00 1,147.25- 180.00 150.00- 2S.02S.00 1,6SS.3S 3SS.97S.00 1.793.10 VAR:B JANUARY 2000 - OP BUD. ARC®®BR 2000 B000ET..- 0.00 527.912.00 0.00 250.792.00 0.00 1S.694.00. 69.S7 4.440.00- 99.60 2.110.00, 0.00 720.00- 0.29 24.649.00 0.00 1.S00.00 90.46 2.030.00. 27.55 10.000.00 83.33 100.00 6.61 61.593.00 0.50 656,013.00 31.12 74.11 105.00 30.09- 29.42 2SS.00 16.99 GSS.S4 765.00 129.46- 16.49 2,000.00 43.63 379.67 S20.00 140.13- 26.95 1,600.00 22.S4 1,109.52 11.140.00 300.48- 21.31 3.655.00 116.60 375.35 415.00 39.65- 9.55 1.000.00 54.67 64.47 105.00 40.53- 38.60 250.00 0.00 4.212.13 4.300.00 97.59- 2.04 11.600.04 100.00 0.00 150.00 150.00- 100.00 300.00 74.07 626.45 1.SS0.00 521.SS- 45.35 2.700.00 24.67 5.280.38 6.120.00 639.62- 13.72 1S.B50.00 3SS.97S.00 1.793.10 VAR:B JANUARY 2000 - OP BUD. ARC®®BR 2000 B000ET..- 0.00 527.912.00 0.00 250.792.00 0.00 1S.694.00. 69.S7 4.440.00- 99.60 2.110.00, 0.00 720.00- 0.29 24.649.00 0.00 1.S00.00 90.46 2.030.00. 27.55 10.000.00 83.33 100.00 6.61 61.593.00 0.50 656,013.00 31.12 74.11 105.00 30.09- 29.42 2SS.00 16.99 GSS.S4 765.00 129.46- 16.49 2,000.00 43.63 379.67 S20.00 140.13- 26.95 1,600.00 22.S4 1,109.52 11.140.00 300.48- 21.31 3.655.00 116.60 375.35 415.00 39.65- 9.55 1.000.00 54.67 64.47 105.00 40.53- 38.60 250.00 0.00 4.212.13 4.300.00 97.59- 2.04 11.600.04 100.00 0.00 150.00 150.00- 100.00 300.00 74.07 626.45 1.SS0.00 521.SS- 45.35 2.700.00 24.67 5.280.38 6.120.00 639.62- 13.72 1S.B50.00 5555'--- BND08T VARrANCR VAR. 6 OF BUD. YT'D YTD 7777_. BODORT VARIAIRT) VAR-6OPEDD. JANUARY 2000. ONSP)JISA AND 1NINl8NARM: 777. OB IBBR 2000 ARIESOPERA SALARIES BUDDRT--. BENEFITS 1,585.72 269.]0 3,561.00 50.28- APl. RENABILI 0.08 391.00 121.70- 1. 77 1.11 7,]91.]6 7,276.00CARETAKERALL50.00 136.00 136.00- 100.00 1.127.92 1,819.00 115.36 1.59 18,000.00WPW' sv' lREPAIRSi 6,027.18 50.00 2.867.00 0.00 0.00 160.00 250.00 670.00 691.00- 510.00- 17.99 76.17 6,508.00 NAI SUPPLIES 906.75. 2,202.16 1,050.00 1,176.18 16].25- 61.31 1].66 12,]97.20 250.00 17,615.00 0.00 0.00 1,]]8.00 600.00TRANSREOVAL67.]0 680.00 900.00 1.722.36 58.78 7,671.11 6.6]1.65 6.950.00 5.017.80- 1.278.59- 20.81 35,729.00NiNCBr•LVIEUM 16].]5 10000 552.62- 61.60 2.S80.86 2.150.00 2,281 6S 2S.B7 12,000.00 PfJIMY CPR 67.]56].75 260.00 671 14. 106.11 20.59 6.950.00 9,667.P2 7.516.00 1,9]1.02 7_777. 675.00 269.80- 52.59 7.700.00 W'fLITIBS: 25.70 2.26].60 38.265.00 75_07.. 0 1,SSO.00 UTILITIRB.BLE 1,617.95 6,021.60- 15.76 85,967.00IRILITBS-058 1,121.06 1,960.00 326.05- 16.81UTILITIES-MAT 79.00 1,250.00 1,000.00 126.96- 10.16 7,329.29 11.775.51 9.015.00 1,685.71- MAL UTILI766 561.00- 7707-7016._. 1.967.12 15,538.00 762.69- 18.70 26.21 26.260.00 176.01 6.190.00 1,01].99- 56.10 6_67].00 56.67 27,060.00 PROPERTY AND RELATED: 26.20 2),051.92 29.026.00 52S.88- 11,66],00 AMORTIZATION 267.09 7.976.00- 27.67 2.;3,;.00DEPRECIATION17,720... 267.00 17,775.00 0.09 0.06 1,2]5.67 0077 DEPRECIATION 17.967.68 8 ,016'55 57'77 0.71 68.251.26 1.2]S.00 88,875.00 0.67 0.06 2.965.0018.022_00 56.72- 0.70 488... 621.76- 0.70 21].]00.00INTERESTSEP], 26.157.75 89.688.77 90.110.0026,356.00 0... 0.00 621.27- 0.69 216,265.00TOTALIN18RgS26.157.75 7707.. 120.768.75 120.77---- iNSURANCg-ppp 26.156.00 0.25- 0.00 120.768.75 1.25- 16.77._'.-_. _ "-..._.... 0.00 268.616.00 REAL ESTATE T 930.00 2.72].77 961.00 1.00- 3'29 120,770.00 1.25- 0.00 88.616.00BONDVMS0.00 2,762.00 78.27- 1:79 6.552.82 6,705.00 PROPERTY i RB 0.00 0.00 13,261.J1 0.00 13,605.00 152.10- 167.69- 3.27 11.209 00 3.633.77 7,70].00 0.00 165.5-- 14.15 0.00 0.00 1.07 32,690.00 69.27- 1.87 11'.._ 17,816.13 0.00 5555- 0.00 8.110.00 295.87- 1.63 63,779.00 r VAR. 5 YTO YTD VAR.% JANUARY 2000- NRR mom BUDGET VARIANCE OF BOD. ACTUAL BUDORT VARIANCE OP BOD. DECWBR 2000 BLOM. . continued) GENERAL AND ADMINISTRATIVE: SALARISS-NOR 2,161.25 2.6SS.SO 112.25- 12.72 10,391.89 SD.S91.50 201.61- 1.90 76,905.00 SALARIRB-ADMI 1.598.61 1,716.00 117.19- 6.86 7,670.66 7,566.00 71.16- 0.97 19.66 15.666.00 11,118.00 BENEFITS 669.21 1,061.11 171.90- 15.86 2.715.56 6.S1S.11 1.799.57- 0.00 NORRE(•S CORP 0.00 0.00 0.00 0.00 0.00 0.00 150.00 0.00 150.00- 0.00 100.00 800.00 ADVERTISING-P 0.00 100.00 0.00 100.00- 1,550.00 100.00 0.00 0.00 1,550.00 0.00 1,550.00 0.00 6.200.00 AUDIT 6 ACCOU AUTO AND TRAV 1,550.00 S5.2S 50.00 5.2S 10.50 251.51 250.00 1.51 0.60 600.00 COPIER LEARN 89.15 100.00 10.85- 10.55 6SS.7S 670.00 16.25- 1.01 1,170.00 BANK SERVICE 0.00 0.00 0.00 0.00 15.10 0.00 125.00 15.10 81.59- 0.00 66.67 0.00 100.00 COURIER SBRVI 0.00 25.00 25.00- 0.00 100.00 0.00 61.61 1.259.28 1,250.00 9.28 0.76 1,100.00 DUBS 6 SUBSCR 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 TAR PREPARATI INTEREST-SBC. 86.05 81.00 1.05 1.27 619.82 611.00 6.82 1.65 1,000.00 MORWVS COMP 0.00 0.00 0.00 0.00 0.00 0.00 0.00 620.00- 0.00 100.00 0.00 500.00 LB[VW6 0.00 620.00 620.00- 100.00 0.00 0.00 620.00 0.00 0.00 0.00 660.00 LICEMSRB ARE MAMRGENEW PE 0.00 11106.01 0.00 1.150.00 0.00 61.99- 0.00 1.11 16,556.19 16.750.00 195.61- 1.17 60.200.00 INSURANCE GEN 0.00 0.00 0.00 C.00 0.00 0.00 560.00 0.00 560.00- 0.00 100.00 0.00 1.290.00 MEETINGS 6 BE 0.00 0.00 0.00 66.00 0.00 0.00 0.00 195.17 150.00 156.81- 66.26 900.00 POSTAGE PRINTED COME 66.00 10.75 0.00 50.00 19.25- 78.50 106.75 750.00 161.25- 57.10 600.00 PURCN SERVICE 122.61 125.00 2.19- 1.91 618.26 573-0 160.76- 26.56 1,668.00 0.00 LEAD BANK - D 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 REPAIRS 6 MAI 0.00 0.00 0.00 0.00 0.00 100.00 100.00- 100.00 500.00 SPECIAL EVER 0.00 0.00 0.00 0.00 66.00 50.00 2.00- 695.10- 6.00 66.16 650.00 1.600.00 6UPPLIRS 60.00 125.00 77.00- 61.60 11.57 79.70 2,115.26 575.00 2.600.00 266.76- 11.01 5.760.00 TELBP)ENB 626.67 680.00 55.51- 9.28- 18.56 65 29.29 650.00 MISCELLANEOUS 40.72 273.00 -BOSS- TOTAL GENERAL i 10,208.10 50.00 10.172.61 15.67 0.15 196 66.116.96 68,011.61 1=676.69- 7 66 120,187.07 TOTAL OPERATING 69,226.86 68,591.61 212.091.77 151,826.61 19,710.86- S.61 817,250.00 EARNINGS (LOSS) 2.052.10 2.175.17 611-21 126.07- 0.92 11.71 25,676.11 6.150:17 21,521.96 516.60 19,761.00 Unreal gain (l0 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 18.76.... EARNINGS (LOSS) 2.052.10 2,178.11 126.07- 11.71 25.676.11 6.150.17 21,521.96 516.60 18.761.00 r