HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 02-01-1994PLYMOUTH HRA
STAFF REPORTS
JANUARY, 1994
M11-9
AGENDA
PLYMOV7N H0tjMWG AND REDEVELOPMENT AUTBORUY
FEBRUARY 1, 1.994 AT 7:00 P.M. (odgkoffy sdiedaW forJam=" 18, 1994)
CnY COUNCIL CHAMBERS
1. Call to Order
2. Approval of December 7, 1993 Minutes
3. Senior Housing Interest Questionnaire Results
4. Rent Subsidies for Plymouth Towne Square
5. Admission and Occupancy Policies/Plymouth Towne Square
6. Additional CDBG Fundbig Allocation for FY 1994
7. Nomination and Election of Officers
8. Year End Status Reports
9. Information Items
a. Utter from Russell 8t Vivian Smith
b. Lena from Grace Norris
C. CHAS Annual Performance Report for Fiscal Year End 9/30/93
10. Other Business
11. Adjournment
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PLYMOMNJFOUSZW AND REDEVBLOPAMYTAMNOWT . . .
JWRUARY1, 199%AT7.,W P.M. WWWAYS fAM1 WjOrJMMU 18,19"
CITY COUNCIL MAMDAM
1. Cali to Order
2. Approval of December 7, 1993 Minutes
3. Senior Housing Interest Questionnaire Results
4. Part Subsidies for Plymouth Towne Square
S. Admission and Occupancy PolkieslPlymouth Towne Square
Additional CDBG Funding Allocation for FY 19%
7. Nomination and fEw -m of 08:cas
S. Year End Status Reports
9. Information Items
a. Letter from Russell & Vivian Smith
b. Letter from Grace Norris
C. CHAS Annual Performance Report for Fiscal Year Bad 9/30/93
10. Other Business
11. Adjournment
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MINUTES
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
DECEMBER 7, IM
A meshing of the Plymouth Housing and Redevelopment Authority was called to order byChairmenDavidCrainonDexmber7, 1993.
PRESENT: Chmm David Crain, Commissioners Pauline Mdner, John Edson,
and Brian Warhol
ABSENT: Commissioner Philip Blott
STAFF PRESENT: Executive Director Anne Hurlburt, Housing Specialist Milt Dsle,
and Housing Secretary Denise Hutt
APPROVAL OF MIIIIUTF.S
MOTION by Commissioner Edson, seconded by Commissioner Mbw to approve the
November 16, 1993 minutes.
Vote. 3 Ayes. MOTION carried unanimously.
ANT SLNl3)YLEVELS FOR SENIOR -110 -USING PRGIFC '
Director Hurlburt gave an overview of the December 2, 1993 memo outlining four rent
subsidy scenarios for Plymoeth Towne Square. Scenario A worksheet was based on the
Pro form prepared by Welker Management showing an average subsidy of SM/month.
Scenario B worksheet indicated a deep subsidy of 5500/month for ten units. Scenario C
worlmheet outlined the effects of a deep subsidy at 1400/month, while the scenario D
worksheet provided a deep subsidy of S425/month and makes the smallest unite
affordable. The majority of the units are in that size range.
Director Hurlburt commented should the housing authority wish to subsidize more then 10
units for a deep subsidy, it will require reducing the subsidy to the low income renter so
more very low income residents can be assisted. She indicated that staff prefers worksheet
D as it allows a rent subsidy to a broader range of renters.
Commissioner Edson was concerned that a low income married couple could o-dy qualify
for the smallest unit, but a very low income married couple could qualify for any of the
four unit sizea. He wanted a more continuous flow between the very low and the low
income levels as to availability of units for both intone groups.
Director Hudburt commented the subsidy may have to be increased by S501month in order
to achieve that goal.
Donna Flaata, of Walker Management, stated the average senior housing building does not
have many couples occupying two bedroom units
Commissioners asked for the breakdown of units.
Director Hudburt responded there are 97 units since two units are set aside for caretakers.
This leaves 19 large two bedroom; 19 small two bedroom; 6 large one bedroom; and 63
small one bedroom units.
Commissioner Edson commented he had no problem with the very low income portion of
the worksheet, just the low income portion as to availability of units to V et persons at
the lower income range of the low income group.
Director Hurlburt stated she would use 5175/month instead of 5125/month for the low
income portion. She will redo the worksheets for the January meeting.
Director Hurlburt asked what Commissioners would like to do if the higher subsidized
units are filled and the only ones left are the lower subsidized units, requiring the
prospective renter to pay more than 30 percent of their income toward rent. Is it
appropriate to allow them to reit the unit, or would the manager continue to go down the
waiting list to find a person that can afford the unit?
his Flaata stated that in the private market it would not be uncommon to go to
approximately 50 percent of income to accommodate such a renter.
Commissioner Crain agreed management should allow them the lower subsidized unit, but
give than priority for the fust available higher subsidized unit when it becomes available.
Director Hurlburt suggested a percentage over 30 percent could be established. She
informed the Commissioners that the rent subsidy numbers are "moving" numbers, as the
pro forma uses.rents increasing three to four percent every year. The 1993 rents will go
up by three percent before occupancy in October, 1994.
Commissioner Edson stated the 1994 rents should be the ones used for initial lease up.
Chairman Crain wanted to make sure accurate rent amounts are given to the public before
occupancy.
Commissioner Edson commented rents should be projected for lease up in October and
use those figures for the worksheets that will presented at the January meeting.
Hudburt .stated the income Writs would also have to be adjusted, as they change
Commissioner Edson suggested the tenant portion of rent could go up to a maximum of
40 percent for those tenants who wanted to rent, provided there were no units affordable
for them when they applied. Applicants placed in a lower subsidized unit would be placed
on the waiting fiat for the first available higher subsidized unit.
Commissioner Warhol proposed a percentage of 33 percent for those in the low income
group, while 30 percent be used for very low income persons.
Director Hudburt confirmed an applicant would still be allowed to pay up to 40 percent of
their income toward rem. She would redo the rent subsidy worksheets using 33 percent
of income for the low income and 30 percent of income for the very low income to allow
married couples to afford some two bedroom units. No units would be at market rate if
possrble, and at least one-third of the units would be targeted for very low income
persons.
MMR BOUSBIG DiTEREST QUESTIONNAIRE
Commissioner Edson asked the significance of question number seven "If married and
ova 62 years old, what is the age of your spouse?".
Ms. Pleats responded the question is needed to satisfy the federal Fav Housing Act of
1988 which states should a housing project require an admission age of 62 or older, they
can not lease to anyone under age 62. V a married couple signs a lease and the husband is
62 or older and the wife is under age 62, should the husband die while the spouse is still
under age 62, she world have to vacate the unit.
Chairman Crain suggested questions number six and sevente combined to ask the age of
person #1 and. person #2 in the same question.
Director Hudburt commaned the admission a„Re could be set at age 55, but a prekrence
cold be given for persons at age 62 and above.
Greg Oppegard of Walker Management needed to know by January if dishwashers were
to be installed in the units.
Ms. Fleets, indicated 99 percent of dishwashers are used for storage by seniors and not for
their intended use.
Commissioner Milner asked if porteble dishwashers would be an option.
Ms. Fleets responded other Walker Management projects -do allow portable dishwashers,
but it sometimes causes problems with wear and tear on Oe floor.
Commissioner'-Narhol suggested the question regarding dishwashers should be omitted.
Consensus of the Board was that dishwashers would not be placed in units.
Commissioner Edson wanted question number 17 "Would you be willing to pay $25 per
month for an underground heated garage stall?" reworded to ""Do you own a car? V so,
would you be willing to pay $25 per month for an underground heated garage stall?".
Mr. Oppegard presented a project schedule and a fist of subcontractors for Plymouth
Towne Square.
Mr. Oppegard gave Commissioners an update on construction at the project site. He
stated concoction is on schedule. The footing work and water removal system has been
completed, along with the inside elevator work. Damp prcofing on the exterior of the
building has begun. The water main around the building is 95 percent complete, with the
remaining area by the Porte cache to be completed next spring. A two day pressure test
for thewater main was started earlier in the day. The City requires chemically flushing of
the water main, but a postponement was requested until next Spring Sewer work is close
to completion. There were some problems with adjacent "as -built" surveys not being
accurate. City Engineer Faulkner is handling this matter. The retaining wall requested by
the City has been eliminated by lowering the elevation. .
Mr. Oppegard has requested the subcontractor for the emergency call system to submit
costs for a wireless system as an option to consider in the future.
Chairman Crain asked when a decision would be needed on the brick and. shingles.
Mr. Oppegard replied )ay Nelson had earlier rejected a mock up completed by the
Contractor, as he would like colors similar to the rendering that was done for the ground
breaking ceremony.
QRST TWE )HOMEBUYER CHANGES
Chairman Crain suggested the change under Section 8. plication Process be revised to
state "it is the responsibility of each applicant to assure that their application was
received", which would allow the applicant to do it in person or over the phone.
MOTION by Chairman Crain, seconded by Commissioner Edson to recommend approval
of the changes in the First Tune Homebuyer Program Guidelines for 1994.
Roll Call Vote, 4 Ayes. MOTION carried unanimously.
SECTION 8 ANNUAL CO IMONS rnx er-r
MOTION. by Commissioner Edson, seconded by Commissioner Milner to authorize
vocation of the Section 8 Annual CoMn'butiona Contract.
Roll Call Vote. 4 Ayes, MOTION carried unanimously,
PLYMOUTH HOMING LLiAN[`1i'
Commissioner Warhol Punted a news article which featured a story on a house built
through the efforts of by IrrterPaith Outreach and Community Partners to housea lower
imoome family. It stated the City donated the lot and easement, while all construction
costa including labor and products were donated.
Director Hurlburt informed Commissioners the City council appointed board members for
the Plymouth Housing Ailianee at its meeting on December 6, 1 M.
MOTION by Commissioner Edson, seconded by Coamssioner Milner approving the
Statement of Relationship and Affirmation of Goals with the Plymouth Housing Alliance,
as well a% approving the use of proceeds from sale of property known as 'Rockford
Addition" for seed money for other Plymouth Housing AWance projects.
Roll Call Vote. 4 Ayes. MOTION carried unanimously.
Mating Adjourned at 7:05 p.m:
3•
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crry OF PLYMOUTs
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447
DATE: Jamuq 26, 1994 for Housing and Redevelopment Authority Meeting
of Febmary 1, 1994
TO: Anne Hurlburt, Executive Director
FROM: Milt Dale, Housing Specialist 4Z
SUBJECT: SENIOR HOUSING INTEMT QUESTIONNAIRE RESULTS
In December, stats mailed out 414 questiounaifes to persons on our senior housing
interest list. As of this writing, 280, or 68%, have responded. A copy of the survey
results is attached.
Fallowing are some highlights of that survey:
The UkeUhood of the respondent moving by October 1994. Over 200 (72%) said
they would either very likely or definitely want to move by the October date.
Projecting a similar response for the 32 % who did not respond, the total would be
300 persons. 'lois corresponds very favorably to the survey results by Thibault
Associates in April of 1991.
Sirt of mit desired by napondent. The survey shows more persons would like a 2 -
bedroom unit (5416), but it is not as high a percentage favoring a 2 -bedroom unit as
was indicated nearly 3 years ago in the Thibault study, i.e., nearly 70%.
711ke need for bmndtcap acress&k. While 9% of the respondents expressed a need
for a handicap accessible unit, Plymouth Towne Square will only have four such
units.
Age of rrspendum. Over 53% of all respondents, or 150 individuals, are between
the ages of 66 through 75. Only 4 of the respondents are under 55, while 18 are
between 55 through 62. 10% of the respondents are between the ago of 63 - 65.
Length of midomy in Gty by Plymouth respondents. The average length of time
lived in the city by respondents is over 18 years.
OwwxW 4llmnre by reigiondwo• A significant number of respondents do own
rather than real. However, 5896 are renters, while 42% are homeowners. In all,
117 homeowners responded to tits survey, with 83 of these respondents Plymouth
residents. Most of the housing they own is valued at under $100,000, i.e., 85%.
It is this housing resource that would be worth making available to our First 7Wne
Homebuyers Program. ftither discussion of this issue is found elsewhere in the
January agenda reports.)
Cdffm mmrrbly homing corm of rupwalknts. On taro average. home owners pay
considerably less for housing than ,raters accordiog to the survey results. In fact,
almost 50% of the renters pay $550 or more per mouth for housing while fewer
than 25% of the homeowners pay that amount. This would now ,earls aro most
In need of securing more affordable housing. I recommend setting aside a
percentage of units equal to the percentage of respondents who are centers st initial
leaso-up. This would amount to 57 units.
Amber of mipardaw now recelft, veru assistance. Currently 10% of
respondents do receive rent assistance when they now live. It is my understanding
that most of these renters do not live in Plymouth. Incidentally, now of our
Section 8 clients over 62 have expressed an interest in renting at Plymouth Towne
Squam
Mronber if uwpoinkma %fW own a car. A high percentage own cars (87%) and
most of those would pay a $25/month charge for a garage (8396).
1 rmkr k%m + who jbw allowiirg Pus. AnWorkyofretwondentskm
want pots in the building (58%). However, I do not feel that to be a particularly
strong mandate against lets. (Further discussion of this topic is in the Admission
and Occupancy Policies memo.)
Overall, the survey would indicate that tbere aro already a sufficient number of
Plymouth residents over 62 on the interest list who would be willing to baso -up at
Plymouth Towne Square when it opens this fall. It Also shows that the projected rant
subsidies for the project should be adequate to allow for a significant number of very
low income persons to rent, in addition to providing affordable bouft for lower
income families.
Agent:
1. Senior Interest Survey Tally, 1/11/94
9401184)
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CITY OF,PLYI .!=
3400 PLYMOLT1iiI BOULEVARD ,'PLYMOU'lii,' M.N 53447
DATE: January 26, 1994 for February 1, 1994 Board meeting
TO: Housing and Redevelopment Authority
FROM: Anne 116flburt, Executive Director
SUBMCT-* Rest Subsidy Policies, Plymouth Towne Square
At its December 7 mating, the HRA reviewed several examples of the of em of
several Means rest subsidy levels for Plymouth Towne Square. After considerable
discussion, the Board asked the staff to develop a proposal that reflected the following:
The rest subsldy tables should show the anticipated opening day rents.
The tables should slow the income limits that would likely apply upon opemag•
Subsidy levels should permit married couples at all tow= levels to afford two-
bedroom units.
Very low ince residents should pay no more than 30 percent of their income for
rest.
Low income residents should pay so more than 33 percent of their low= for rest.
1f no very income subsidy unit is available, a resident should be permitted to accept
a unit at the low income subsidy level, with a guideline that they pay no more than
40 percent of their income for rest. Tbey would be placed on the waiting list for
the appropriate subsidy level.
Assume there will be no market rate units.
There are three worksheets attached illustrate the above factors. Table A shows that,
based on the anticipated 1994 no levels, 33, or 34 percent, of the units can be
subsidized at the very low income level. This table shows the current income limits, to
illustrate those that will be included in the draft Admission and Occupancy Pblicies.
worksbeet B shows the same data, except that the income limits have been increased by
2 percent, which we believe is a reasonable expectation as to how much the federal
definitions may change by opening day.
WofiWh et C Shaws what happens when the 040 S affo dsbilky ndo' is applied to the
MY low Immo MOM. The shaded area Shows the rent and subsidy levels that
would apply If a very low bcome household chose to accept a unit at the low income
obudy level. 710 policy would allow households m these m mu btadtets to rent
unite at the low income t'tibsidy level while waiting for a deeper a*ddy to become
available.
These tent and subsidy levels have been dncotpomtod into the draft Admmion and
Occupancy Policies, which the Board will review at the January 18 mowing.
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CITY OF PLYMOUTH
3400 FLYMOUTl3 BOULEVARD, PLYMOUM, MN 55447
DATE: January 13, 1994 for Housing and Redevelopment Authority Meeting of
Feburary 1, 1994
TO: Anne Hurlburt, Executive Director
FROM: Mitt Dale, Housing Specialist
SURMCT: ADML°SION AND OCCUPANCY FOIICIES/PLYMOUT11 TOWNB
SQUARB
Donna Plasm of Wailm Management has overseen the preparation of the most rodent draft of
the Admission and Occupancy Handbook for Plymouth Towne Square. It has been reviewed
by Dan Nelson, our HRA attorney. in addition to our reviews. A marketing plan is currently
under preparation by Tim Getty of Walker and should be ready in a week or two.
Commissioners should be familiar with the contents and have confidence that this is exactly the
criteria they want to use in selecting tenants for Plymouth Towns Square. The issue of
preferences is of fust consideration and we want to have a common understanding as to bow
they will be implemented. A discussion of preferences has taken place with Dan Nelson, our
attorney, Donna Flaata of WaDwr and our staff. It is our combined recommendation that the
following prof effaces be adopted.
1. Applicant is 62 years or older and a resident of Plymouth that meas income
limits as Low or Very Low Income.
2. Immediate Family live in Plymouth and applicant is 62 years or older and meas
income limits as Low or Very Low Income.
3. Applicant is between 55 and 61 years old and a resident of Plymouth and mods
income limits as Low or Very Low Income.
4. Immediate Family live is Plymouth and applicant is between 55 and 61 yeses
old and meets income limits as Low or Very Low Income.
5. Other applicants.
During initial lase up, eligible Persona named on the Authority's interest he will be
given an oppoltunity to apply 1nor to the opening of applications to others.
For the purpose of this analysis, persons or Families who have lived in Plymouth for at
last 12 mouths shall be doomed to be a Plymouth resident.
The Plymouth Housing and Redevelopment Authority, by written direction to ahs
Housing Manager, may graft exceptions to these policies when jusHfred by special
circumstenc:ea.
Survey results confirm that there is a significant resource of affordable housing (under
100,000) in the City that could be made mono available to our younger first time homebuyer
clientele. lberefore, I am also recommending that an additmaat preference be given to
Plymouth homeowners who are willing to sign a 60 day listing agreement for our First lone
Homebuyer Program. This pnefereace would serve to tare that homeowner at the top of the list
in the preference category to which he/she was assigned. However, if a homeowner was if
pnefennoa category 3 (see page 3 of Admission and Occupancy Pd;cies) he/she would still be
behind any applicant in preference categories 1 or 2 regardless of their homeowner status.
While latest survey results show 43% of the total Plymouth residents who responded are
homeowners there is a feed to balance out the apparent greater financial need of renters (on
the average, they pay a significantly higher amount for housing than do homeowners) with the
needs of our first time homebuyers. Considering all survey data, it would appear appropriate
to limit the number of units available to homeowners or at last "cap• tha number of
homeowner prefereaces to the first 30 bomeowuers who sign the 60 day listing agreement. It
is highly unlikely that there will be more that 15 qualified first time homebuyers at any one
time, and it also appears unlikely that all 30 homeowners would wish to sell at the same time.
Details of how this homeowners' pmfbmm would wok are attached.
In discussing the use of the homeowner preference with Doffs Flasta of walker and Dan
Netson, our attorney, they found no administrative or legal constraints in implementing such a
policy. Dan Nelson did state that the sentence on page 3 of the Admissions and Occupancy
Handbook, as follows: 'The Plymouth Housing and Redevelopment Authority, by written
direction to the Housing Manager, may grant exoq*= to these policies when justified by
special cim mstafoea° was included to give the HRA the authority to add such preferences. u
was his opinion that a preference that would provide more affordable housing to low/moderate
ineome persons through our Fust Tim Homebuyer Program, can be consuved to meet a
pressing community need. Should, Commissioners agree, a written directive to that. effect to
the Housing Manager is all that is required.
Two other aspects of the Admission and Ocaq=y Policies needing decisions are whether
Commissioners believe pets should be albwed. The second question relates to whether a
single person, who can afford a two-bedroom unit, be allowed to rent such a unit. Reviewing
the survey results, a majority of respondents (58%) do not want puts in the building. Perhaps
a compromise of sorts could be reached by allowing only one small dog (under 23 pounds)
and/o+ s cat.
The issue of allowing a single person to teat a two-bedroom oak also meds resolution.
Surrey results show 54% desire a two-bedroom unit even though 60% of the respondents are
single. The occupancy standards in the proposed Admission and Occupancy handbook (see
page 10 of that document) give preference to married applicants for two-bedroom units. thele
would be mark in allowing a person whose spouse dins to continue in the same unit, p 0-4M
that person has eufMdM income to continue residency in that rental oak.
is essential decisions on these issues be made as noun .as possible. Wallw intends to mail
out applications in April and we need to keep persons on the interest list informed via our
newsletter as to preferences and other matters. In this regard, Senor cWz ms AcdvWn
Coordinator, Sara Mittelstaedt, would like someone from the City to come 10 the mnt maim,
meeting at the west Medicine Lake Community Center to esplain the application process, etc.,
for Plymouth Town Square.
I. Proposed Admission and Ocarpancy Handbook (1-11-94)
2. Oudme of Procedures for Listing Agreements for Persons Inwraged m Reining atPlymouthTownesquare
I Notice to Plymouth Homeowners Applying to Rent at Plymouth Towne Squsue
admias0l)
ADMISSION AND OCCUPANCY
HANDBOOK
FOR PLYMOUTH TOWNE SQUARE
JANUARY 12.1994
s_ 1_ .y .__- • till ! i.
Remo wu A"WVAL INTERNAL USE ONLY
un m Im awr.om
ADMISSION AND OCCUPANCY HANDBOOK
FOR PLYMOUTH TOWNE SQUARE
TABLE OF CONTENTS
II TIRODUCII I..................................................
1
APPLICATION PROCESS ........................................... 2
ELKERLITY REQUIREMEM'S...................................... 4
INTERVIEW PROCESS ............................................. S
RENT DSIUNMRATION3....................................... 7
Very Low Imams Limits
Low Income Limits
Over Income Limits
WAITMG LL41'.................................................... 9
OCCUPANCY STANDARDS ........................................ 10
VERIPICATION REQUE. MMM AND PROCEDURES 12
Initial Certification
Recertification
Interim Certification
Vit. HMAMN........................................... 17
REVIEW AND AMENDNMT OF POLICIES ........................... 18
DEFINITIONS ............................................... 19
MMME """"MAL INTERNAL USE ONLY
Igor u. M 1A N I,
MMODUMON
The Philosophy of Plymouth Towne Square Retirement Community is to provide affordable-
housing ffordablehousingtoelderlypersonslivingintheCityofPlymouth, Minnesota. The Facility is owned
by The Plymouth Housing and Redevelopment Authority (IHtA) and subsidized by the tax-
payers of Plymouth, Minnesota. Walker Management, Inc. has been commcted to provide
management services.
Plymouth Towne Square is located on Plymouth Boulevard. 2 blocks north of dte Plymouth
City Center. It is a 99 -unit, 3 -story retirement community. Staff consists of a full-time
Housing Manager, part-time Office Assistant, Maimman ce and Housekeeping personnel,
and live-in Caretakers. The building has a community room with adjacent kitchen, guest
room beauty shop and 68 -stall underground parking.
TIH3 P[IRPO1E OF THIS HANDBOOK IS TO PROVIDE POLC183 AND
GUIDFL11NES FOR TOWNE SQUARE STAFF TO FOLLOW DURi .0 THE
ADMISSMON AND OCCUPANCY PROCllS3. THIS HANDBOOK 1310 HE USED BY
STAFF ONLY AND NOT Dl=mt TED TO THE RESIDENT COMMUN11Y.
Each Resident will have explained to him/her the policies regarding receiving subsidy in the
interviewing stage and again at lease signing. All staff should become fanWiar with the
information contained in the lease as it refers to many of the polices contained in this
handbook.
All changes to these policies wilibe approved by the Plymouth Housing are . relopment
Authority and Walker Managemem, Inc.
MA uRww INTERNAL USE ONLY
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APPLICATION PROCESS
A written application is required for admission to Plymouth Towne Square or placement on
the waiting list. The application includes family characteristics information, preference
information, source(s) and estimate(s) of anticipated antral icome and assets, and
screening information (prior landlords and credit history)..
Persons who wish to receive an application for occupancy may call or write to Plymouth
Towne Square and request an application be sem to them. All applications will include the
following:
Introductory Letter
Application
Marketing Btocbure
Self-addressed Return Envelope (not stamped)
Applications will be returned to:
Plymouth Towne Square
15500 37th Avemte North
Plymouth, MN 35447
Atm: Manager
Returned applications will be date stamped as they are texived. Applications that are not
completed in full will be returned to the sender with a letter stating where it is incomplete.
Staff will not process incomplete applications.
Initial review of the application by the Manager will indicate if the applicant qualifies for
Plymouth Towne Square. Plymouth Towne Square is open to all individuals whose Head
of Household of spouse is at least 55 years and older regardless of income. However,
preference will be given to those individuals whose Head of Household or Spouse is at hast
62 years or older. Annual Income falls below the Very Low and Low Income limits and is
a resident of the City of Plymouth prior to submitting an application. Processing consists
of designating preference, verifying income for subsidy and either offering an apattownt or
being placed of the appropriate waiting list.
If an applicant DOES NOT qualify for housing, they will be wdfned in writing the reason
for ineligibility.
If an applicant DOES qualify for horsing he/she shall be assigned his/her place on the
waiting list based on the following preferences.
ammo ion ArsovAL INTERNAL USE ONLY
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PREFERENCES:
1. Applicant is 62 years or older and a resident of Plymouth that meets income limits
as Low or Very Low Income.
2. Immediate Family live in Plymouth and applicant is 62 years or older and meets
income limits as Low or Very Low Income.
3. Applicant is between SS and 61 yeses old and a resident of Plymouth and meets
income limits as Low or Very Low Income.
4. Immediate FaaWy live in Plymouth and applicant is between SS and 61 years old and
meets income limits as Low or Very Low Income.
5. Other applicants
During initial hose up, eligible persona named on. the Authorlty'sluterest list will be given
ao oPporbinkq'to apply prior to. the opening of applications to others.
For purpose of this analysis, pe was or Families who have lived in Ply®outh for at least
12 months shall be deemed to be a Plymouth reddent.
The Plymouth Housing and Redevelopment Authority, by written direction to the Housing
Manager. may grant mceptlons to these polices when justified by special dreumstances.
Plymouth Towne Square complies with all Federal, State and local Fair Housing and Civil
Rights Laws. Plymouth Towne Square is an equal opportunity community and will not
discriminate basedan race, color, creed, religion, sex, national origin, age, family $tatus or
handicap. Civil Rights laws and equal opportunity requirements cover application intake,
resident selection and unit assignment.
POMM MM AMVMA . INTERNAL USE ONLY
A.. 1zn. IMbA*MO.e
E UG>BRM REQUMEMENTS
Plymcuth Towne Square is open to all individuals whose Head of Household or Spouse is
at bast 53 years and older regardless of income. However, preference will be given to those
individuals whose Head of Household or Spouse is at least 62 years or older, Annual Incoam
falls below the Very Low and Low Income limits or is a resident of the City of Plymouth.
Applicants demrmitmd to be ineligible shall be notified by letter immediately and the
reason(s) therefore. The letter shall state that the applicant has the right within a
reasonable tithe (specified in the letter) to request an informal hearing. If, after conductsuchaninformalbearingitbdetermineddinttheapplicamisstillineligible, the applicant
shall be so notified in writing.
An applicant may be ineligible for participation in the Plymouth HRA's senior
affordable housing program if:
1. Does not age qualify.
2. The applicant was evicted for nonpayment of his/ber share of rent or for
damages dorm to a unit somewbere else and the court required payment and
no payment was made by applicant; or,
3. The applicant engaged in conduct at previously leased premises which:
a. resulted in physical injury to other residents or other residems' guests,
b. endangered the life. safety and welfare of other residents or other
residents' guests, or,
C. caused substantial and extraordinary damage to the based premises or
the property of other residents or other reser' guests on the lased
premises.
MMM sae MMMw INTERNAL USE ONLYhmrisM
4
MTERVIEW PROCESS
When an appropriate unit will be available in the near future, the Housing Manager will
Interview the applicant and obtain current information about the family'sciz umstaoces. The
Housing Manager may ask applicants to brigg certain records and documents to the
catiftcation interview. At the interview, the Housing Manager will:
A. Confirm and update all information on the application.
B. Explain program requirements. verification procedures and penalties for false
information
C. Review the financial information on the application and specifically ask Applicant
Whether any member of the household:
1. Receives the types of income listed under income definition and if the
applicant is receiving a form of income not reported on the application, ask
the applicant about the source of income and document the applicant's
tespmin e in the file.
2. Has any assets.
D. Ask the Head of Household and/or Spouse to sign the release of information consent
portion of any verification request used for them.
E. Require the Head of Household and Spouse to give a written certification as to
whether any family member did/did not dispose of any assets for less than fair market
value during the two years preceding the effective date of the
certifoationtrecertifrcation. The certification will include a list of all assets disposed
of for .less than fair market value, the dates disposed. the amount received. and the
asset's. market value at the time of disposition.
F. Require the Head of Household and Spouse to disclose and document all social
security numbers or execute a certification when a social security number has not
been assigned.
G. Tell the family that a final decision on eligibility cannot be made until all verifications
are complete.
KU,,~AL INTERNAL USE ONLY
hn" IL s eaa S
H. Inform the Family that Federal laws prohibit Towne Square from discriminating
against individuals with handicaps. In summary, Towne Square has the responsibilityformakingreasonableaccommodationsinpolicies, providing auxiliary aids
units and facilities accessible and permitting handicapped persons to use aiec
animals when they prova0e Applicant with equal housing opportunities. sties.
Inform applicants of housing rules and amenities.
MOM wu APMWA . INTERNAL USE ONLY
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RENT DETERMINATIONS
The amount payable monthly by the Family as rete to the Housing and Redevelopment
Authority (HRA) is determined by their Annual Income. in all caeca, Residents ate
responsible for their phone and electric bill and garage rental ($25/month for the duration
of the lease) in addition to their monthly rent charge.
Very Low Income Fawn(s): For those Families or persons of Very Low Income, Resident
Rent will be based on 30 percent of the adjusted monthly income but the Subsidy Pa -went
will not exceed $435 per month. Income limits for single resident is $17,350 and couple
19,850.
Loafer Income Pafon(s): For those Families or persons of Very 1 )w Income Limits but
below the Low Income: limits. will be required to pay 33 percent of dteir adjusted monthly
income but the Subsidy Payment will not exceed $165 per month. Income limits for single
resident is $27.800 and couple $31.750.
All payments from all sources received by the family had (even if temporarily
absent) and any additional member of the family household shall be included
in the annual income of a family. (See ANNUAL INCOME definition)
2. If circumstances arise where it is not feasible to anticipate a level of income
over a 12 month period. a shorter period may be used, but subject to a
recertification at the end of such period.
The Plymouth Housing and Redevelopment Authority my Stant exception to these policies
when j --n -by spedd citwmstiooa.
Ovv4acome Fenmo): For those Families or persons whose income is above the Low
Income limits, they will be required to pay the Full lien amount.
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November 1993 estimates)
If a unit is not available at Very Low Income subsidy level or a unit desired would exceed
30 percent of balm, an applicant may agree to receive subsidy at the Low Income level,
so long as rent does not exceed 40 percent of income. Applicant will be given priority tobeplacedonwaitinglist.
The number of units available at each Subsidy Payment is at the discretion of the Plymouth
Housing and Redevelopmem Authority. The Authority has targeted 33 units for Very LowIncomeresidems, 64 units for Low Income and if needed to meet financial base .rental will
be extended to residents without regard to income. This allocation of units is subject to
M=W mu APNWA . INTERNAL USE ONLY
Minimum Rents**
unit size
Low740pAnt2BBari575$
all
2 BR - 1 Bath 255 523 690
1 BR - 1 Bath (hqe) 200 470 S633
1 BR - I Bath (small) 130 420 586
November 1993 estimates)
If a unit is not available at Very Low Income subsidy level or a unit desired would exceed
30 percent of balm, an applicant may agree to receive subsidy at the Low Income level,
so long as rent does not exceed 40 percent of income. Applicant will be given priority tobeplacedonwaitinglist.
The number of units available at each Subsidy Payment is at the discretion of the Plymouth
Housing and Redevelopmem Authority. The Authority has targeted 33 units for Very LowIncomeresidems, 64 units for Low Income and if needed to meet financial base .rental will
be extended to residents without regard to income. This allocation of units is subject to
M=W mu APNWA . INTERNAL USE ONLY
WArrDiG LIST
Initial leasing of the project shall be in accordance with the HRA interest list for the project
and the marketing plan submitted by the management company.
If an applicant Is eligible but no appropriate size unit/subsidy bracket is available, the
applicant will be placed on the waiting list. The application will indicate the data and time
placed on the waiting list. If applicable, entries or the waiting list willdesignate peeferemxe.
Applicants will be notified whim a Mable ==subsidy becomes available. Towne Square
will document the day, time and type of communications used in the effort to reach the
applicant and notify him/her of the available unit.
When am sppWW has re0 1 the ofhr of am omit. it will be documented. At the time
when three units have been reha d. the applicant will be moved to the bottom of the
waiting list.
If the appliaaot can not be reached to offer the unit, it will be noted and management will
continue down the waiting list. It is the discretion of the Housing Manager to decide when
significant effort has been made to notify tbe applicant. This will not be included as a
refusal.
Plymouth Towne Square will update the waiting list on a yearly basis. Letters will be mailed
to ail waiting list applicants asking them indicate on a postcard included with the letter if
they wish to stay on the list or be removed. Management will make a significant effort to
contnx those applicants who do not respond. If unable to contact them. the applicant will
be removed from the waiting list. One the updating is complete, applicants will be notified
in writing of their new position on the waiting list.
It is the sespondbili<y of the applicant to notify Towne Square of any addrw and phone
changes•
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OCCUPANCY STANDARDS
The Housing Manager will take into account the treed to avoid overcrowding with the need
to make the but use of available space and to avoid unnecessary subsidy, the number ofpersonsinthehousehold, and the relationship and sex of those persons. Typically, unitdeterminationwillbeasfollows:
1. Single applicants would have their choice of one bedroom units, as available.
2. Married applicants would have their choice of one or two bedroom(s) units,
as available.
3. Unrelated adults Rod persons of the opposite sex may occupy separatebedrooms.
TO B011ft Manager
sines:
willaonsider the following Viddins who d
I. Every household member listed on the application is to be counted.
2. No more than two persons can occupy a bedroom.
3. Unrelated adults and persons of the opposite sex may occupy separatebedrooms.
4. Live-in aueudants are counted when determining unit/bedroom size.
S. Towne Square will not provide bedrooms for permanently institutionalizedfamilymembers.
6. A larger unit than needed may be assigned to an eligible household if.
a. No eligible, suitable -sized household is available to occupy the
unit and the household agrees to transfer, at its own expense,
to the right size unit when one comes available (addendum to
lease).
b. A larger unit is assigned because of physical or methal handicap
of a household member (reasonable verification of the treed will
be requested).
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AdmiasiOn of Live-in Aides:
I. A live-in aid is a person who resides with an elderly pers*8) who:
a. Is determined essential to the care and well-being of thepersou(s).
b. Is not obligated for the support of the person(s).
C. Would not be living in.the unit except to .provide .the necessarysupportingservices.
2. The household must provide a lkxnsed physician's certificate that the live-inaideisessentialtothecareorwell-being of Resident.
3. A relative may be a live-in aide but must mat all requirements above..
4. A live-in aide qualifies for occupancy only so long as the individual needs
support services „std will not qualify for continued occupancy as a remaininghouseholdnumber. A lease addendum will be signed denying occupancy tothelive-in aide after Resident leaves the unit and giving Towne Square the
right to evict a live-in aid who bneab the house rules.
MOM w, "MMAL INTERNAL USE ONLYARM [Lim
VERUWATION REQUWJ3fl1PM AND PROCEDURES
The Housing Manager will verify all income, expenses, assets, household characteristics and
cincumsumces that effect eligibility or resident rent. All verifications must be documented
in the applicant/resident file. Three methods of verification are acceptable. They are, in
order of acceptability:
A. Third -party: written or oral
B. Review of documents: e.g..bank statements, award letters
C. Authorized Statement by Resident: when third party verifications or review
of documents is not possible.
Verification are to be date stamped when received and are valid for 90 days from the date
of receipt by Towne Square. For the next 30 days, management may update the
verifications, orally with the source. If verifuzions we more than 120 days old, new written
verification must be obtained. Time limits do not apply to information that does not need
to be reverifed (age. handicap/disability status, birth certificate). For interim recertification,
only those factors that have changed must he reverifsrd, even if the previous verifications
are n= than 120 days old.
INITIAL CBltT1gICATION
A. Acceptable certification of family composition and residence is the applicant's .
signature on the application for a dwelling.
B. All eared it== shall be verified at the time of admission or annual reexamination
through employers, W-2 forms, check stubs or other mans to assure accuracy.
C. Assets shall be verified by savings account passbooks and other photostatic or carbon
copies of documents in the applicant's possession which substantiate his statements.
United States Treasury checks will not be photocopied).
D. Unearned Incomes shall be verified by viewing checks, certificates of award or other
mesas to assure accuracy.
E. Applicants shall be required to furnish proof of their statements when required by
the housing manger to reasonably assum accuracy.
seMoao HU APHWAL INTERNAL USE ONLY
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F. All determinations shall be fully documented in the applicant's file.
G. The following statements will also be verged and documemed in Resident's file:
1. Age of family members and Social Security numbers.
2. Criteria providing the basis for denial of eligibility.
RBCERTUgCA17ON
All eesidacOt are to be recertified anally. Recertification of the family's composition.
income. and medical expenses incurred by the family shall be conducted by the HousingManager. At that time, the amount of resident rent and assistance payment w1U beredetermined. Generally the recertification effective dale sh=M be the anmventary of thefirstdayofthemouthResidentwasadmittedtotheproject. For example:.
Resident was admitted February 12, 1992.
Reoertification effective date is February 1, 1993.
ISM* oa®ptetion of 0009rdfication prooeasiag requires that nu mgemtnt;
Maintain a tracking system to identify residents to be recertified and monitor
completion of all required activities (to be developed).
Notify Resident 75-90 days prior to the effective date that the raerdf=tionisdue.
Interview Resident and Wain information on income, assets, familycompositionandallowances.
Verify all information in accordance to guidelines.
Cakatlaw Resident's rem and assistance payment.
Provide written notice of any changes in rent resulting from recertification (atleast30daysnoticeforincrease).
VEMM ea eewva INTERNAL. USE ONLY
13
Boontdicadon Nodoes to Residents
Initial notice of recertification is sent 75-90 days in advance of the reeertifwation anniversary.
The notice should state that Resident has to contact the office, the office hours, wra' is to
be brought to the interview and who should be contacted to make the appointment.
Follow -UR Notice is sent within approximately 30 days 3f the initial notice to residents who
have not responded. The follow-up notice contains the same information as the initial notice
and must state that if Resident does not respond by the 10th of the momh preceding the
recertification effective date. their subsidy may be terminated on the recertification effective
date.
Final Notice of Intent to Terminate Assistance is given on the first of the month preceding
me effetxive date to residents who have not yet responded. The Notice must state that
Resident has 10 days to respond. If Resident does not respond within those ten days,
assistance may be suspended or terminated and the rent may be increased to market rate
effa dve on the receRifmation effective date with no 30 day notice of increase.
Example:
Recertification Effective Date June 1
Initial Notice March 1
Follow -Up Notice April 1
Final Notice of Intent May 1
Assistance Terminated May 11
Market Rate Rent begins June' 1
New Resident Rent And Assistance Fayme t
Once resident rent is established, the rate shall remain in effect until the next annual
recertification or, until circumstances occur that warrant a special rent and income review
interim certification). Anytime any of the following circumstances occur, rent and mcome
shall be reviewed and rent adjusted in accordance with the approvedschedule of rents.
A. When Resident requests an adjustment in rent due to a change in family
circumstances such as a change in family composition, income. medical
expenses or other unusual circumstances.
B. When rent is decreased in accordance with member 1 above. Resident must
report all changes in family circumstances which would result in an increased
rem which occurs prior to his/her regular reexamination date in which case an
ammo — APMW" INTERNAL USE ONLY
hu" IL 1W 0%*NOa 14
interim recertification will be conducted and rent is appropriately adjusted.
C. When required by changes in City or HRA regulations.
Raideuta are to be notified in writing of any change in rent resulting from, a mnt review.
A. An increase in rent requires a 30 day written notice to Resident.
B. A decrease is effective on the next Rent payment.
ff?IIMYI RECERTIFICATION
Residents should immediately report the following changes:
A. Any household member moves in or out of the unit.
B. The household's income cumulatively increases or decreases by approximately40ornmrepermonth.
C. Addition of large out-of-pocket medical expenses.
Maw Muret psooeII an interim recertification if Resident reports 1) a change in
household composition, 2) an increase in income, 3) an increase in allowances, 4) decrease
in income.
Mammo may relbae to 111 eo interim recertification when Resident reports a
decrease in income if the decrease will last less that one mooch or the decrease was caused
by deliberate action of Resident.
The following steps are to be used in processing interim =rtifucadon:
A. Interview Resident to obtain new information on household composition,
income, assets, and allowance.
B. Verify only those factors which have changed since or were not verified at the
last recertification.
C. Calculate new resident rent and assistance payment.
memo m ewmvm. INTERNAL USE ONLY
SOM Mnr IJI 4 rn 15
D. Send written notice to Resident of rent or assistance payment changes and
their effective date: make changes effective as follows:
For rent increase: first day of the mouth following the required 30 day
advance notice.
2. For rent decreases: first day of the month following the date of the
change.
If Resident does not comply with interim reporting procedures, notify Resident, in writing,
of the need to recertify, giving 10 calendar days to respond. If Resident responds, process
the interim. If PAWdem does not respond, require Resident to pay market rate rent at the
next rent period. As soon as the required information is provided, reduce the rent to.
previous level. effective the next month.
Plymouth Towne Square will maintain all cerdfication/recertifation' documentation of all
verification efforts for at least three years ager the effective date of the
certifu tion/recertiflcation.
amus run AMMA . INTERNAL USE ONLY
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MISREPRESENTATION
Applicants and Residents are to be notified in writing of any misrepreaemtationa or lease
violations revealed through the arm W recertification or other oocunmm and any other
corrective action required by the Plymouth Housing and Redevelopment Authority.
N Raideot miatepoesealations, at the dw of admission, aommal numningdo% or rent
review, eattae a firmly to pay a koww toot thin called for, Resident will be s equaed m paythebetwamtherantpaidandwhatabomYhavebeespaid. Argy attempt byResidmttowiiHitUydeh=d the City of P4rm0uth or Plymouth ERA will reads in m
inveallption and deposition m weeded.
FUMM MA APMWAL INTERNAL USE ONLY
bm" 12. roil C.i*MOW 17
REVIEW AND AMENDMENT OF POLIOS
The foregoingpolicies are subject to review and amendment by the Commissioners of thePlymouthHousingandRedevelopmentAuthorityfromtimetotime.
ROOM xu Biu. INTERNAL USE ONLYAM" U. IM
W*MM 18
DEFINITIONS
AdjpM Income: Annual Income less Medical Expenses in excess of three pecan of
Annual Income for any Family (refer to definition).
Annual Income: A. Annual laconic is the anticipated total income from all saunas
received by all Family members, including net income derived
from assets, for the 12 month period following the effective date
of initial determination or reexamination of income, exclusive of
income that is temporary, nonrecurring or sporadic.
B. Annual Income includes, but is not limited to:
1) The full amount, before and payroll deductions, of wages
and salaries, overtime pay, commissions, fees, tip and
bomtses, and other compensation for personal services;
2) The net income from operation of a business or
profession (for this purpose, expenditures for business
expansion or amortization of capital indebtedness and an
allowance for depreciation of capital assets shall not be
deducted to determine net income from a business);
3) Interest, dividends, and other net income of any kind
ftom real or personal property (for this purpose.
expenditures for amortization of capital indebtedness
and an allowance for depreciation of capital assets shall
not be deducted to determine the net income from real
or personal property). Where the Family has Net
Family Assets in excess of $10.000. Annual Income shall
includes the greater of the actual income derived from
all Net Family Assets or a percentage of the value of
such net family Assets based on the current passbook
savings rate as determined by the Plymouth HRA;
4) The full amount of periodic payments received from
social security, amenities, insurance policies, tet anent
funds, pensions, disability or death benefits, and other
similar types of periodic receipts. including a lump -scum
payment for the delayed start of a periodic payment;
r eu MMMAL INTERNAL USE ONLY
r m im eroynaN 19
S) payments in lieu of earnings, such as unemployment O d
disability compensation, worker's compensation and
severance pay;
6) Welfare Assistance. if the Welfare Assistance payment
includes an amount specifically designated for shelter
and utilities that is subject to adjustment by the Welfare
Assistance agency in accordance with the act a cat of
shelter and utilities, the amount of Welfare Assistance
incamo to be included as income shall consist of.
a. The amount of the allowance or grant
exclusive of the amount specifically
designated for shelter or utilities, plus,
b. The maximum amount the Welfare
Assistance agency could in fact allow the
Family for shelter and utilities. If the
Family's Welfare Assists noe is notably
reduced from the standard of need by
applying a percentage, the amount
calculated under this paragraph bill shall
be the amount resulting from one
application of the penxntage;
7) Periodic and determinable allowance and regular
contributions and gifts received from persons not
residing in the dwelling;
8) Any earned income tax credit to the extent it exceeds
income tax liability;
Annual Income does we inichrde:
Temporary. nanrceurring or sporadic income such as the following;
1) 'Casual. sporadic or irregular gifts;
2) Amounts that are specifically received for, or in
reimbursement of the cost of Medical Expenses.
M"M WA uowva INTERNAL USE ONLYas.. i not e;pr.a 20
3) Lump -sum additions to family assets. such as
inheritances, insuretce payments (including payments
under Health and accident insurance and worim's
compensation). capital gains. and settlement for personal
or property losses;
a) Amount of educational sclwlarddps paid directly to the
student or to the educational institution. and amounts
Paid by the Government to a veteran for use in meeting
the costs of tuition, fees, books, and equipment. Any
amatats of such scholarships. or payments to veterans.
not used for the purposes that are available for
subsistence are to be included in income;
S) Groceries received as a gift on a regular basis.
Asdalknoe
HRA portion of Full Rent
EEMWO-OW. The "effective date" of a certification or recertification refers to (1) in
one case of an initial certification for admission, the effective date of
initialoccupancy. and (2) in the case of teceetification of an existing
resident. the effective date of the redetermined. Total Resident Real.
generally the anniversary of the fust day of the month the resident was
admitted to the project.
EMML Family means two or more persons sharing residency whose income
and resources are available to meet the family's needs and who are
either related by blood, marriage. or operation of law, or have evidence
of a stable family relationship.
Eldedr. A family whose Head of Household or Spouse is at least SS years of
age or older.
MMM eu "MMA . INTERNAL USE ONLY
a n IL M eioy."a 21
nollftL
Hamme
One or more elderly persons) living in one unit or such persons livingwithanotherpersonwhoisdeterminedtobeessentialtohisorher
care and well being.
Bad of
ZMEML. The Head of Household is the person who assumes legal and moral
responsibility for the household.
sad
BedeMelnorerac
Attl6mity ARA1: This is the Plymouth Housing Authority which has decision malting
authority as to changes or modirkations in the Admission and
Occupancy Handbook for Plymouth Towne Square. This agency is
under the direction of five commissioners appointed by the PlymouthCityCouncil. The agency itself is staffed by City employees. The
agency staff head is the Executive Director of the HRA.
M111VAL11111M .The person hired by the Plymouth HRA or its management consultant,
to manage the day -today operations of Plymouth Towne Square. This
Person will have an office in the housing .project and will approve
applicants based on the HRA's preference criteria and other
regulations outlined in this document.
1=21110 F ilv: Includes brothers, sisters, children, grandchildren, nieces and nephews.
A Family whose Annual Income is.greater than 50% but does
not akceed g0 percent of median income for the area. as
determined by the Department of Housimg and Urian
Development (HUD) with adjustments for smaller and larger
families,
mmao lam •wawa. INTERNAL USE ONLY
1n" 17. IM bolo~ 22
Those medical out-of-pocket expenses, including medical ioshuance
premium,. that am anticipated during the period for which Amoral
Income is computed and arc not covered by an outside sours. such asinsurance. (The amount allowable as a deduction is the amount that
exceWs three percent of annual income, as dermed below).
A. If the household is eligible for a medical expense deduction. the
medical expenses of all family members an counted.
B. Medical expenses include all expenses anticipated to be incurred
during the 12 months followingceeiricationlrecertification which
are not covered by an outside source. such as insurance. Theymayinclude:
1) Services of doctor and health care professionals;
2) Services of health cam facilities;
3) Medical insurance premiums;
4) POOSUIPtiOn/nOn-prescription medicines;
5) Transportation to treatment;
6) Dental expenses;
7) Eyeglasses, hearing aids. batteries;
8) Live-in or periodic medical assistance;
9) Monthly payment on accumulated .medical bills; and
10) Medical care of a permanently institutionalized family
member if his/her income is included in annual income.
kMlW One -twelfth of Adjusted Income.
mma a HM Anwva INTERNAL USE ONLY
23
Net Family Assets: With respect to any person or family. the aggregate market value of all
assets which are owned by such person or family or by any enjuy wbich
is related to such person or family, inchuft but not limited to crib.
securities, accounts receivable, chattel paper and other intangibles,
furnishings and equipment. and other real and personal property of any
nature whatsoever. less the aggregate amount of liabilities of such
person, family or other entity.
In determining Net Family Amu, staff shall include the value of any
assets disposed of by an applicant or resident for less than fair mad=
value (including a disposition in to but noting a foreclosure or
bankruptcy sale) during the two years preceding the date of application
for the program or recertification, as applicable. in excess of the
consideration received thereof. In the case of a disposition as part of
a separation or divorce 'settlement. the disposition will not be
considered to be for less than fair market value if the applicant or
resident receives important consideration not measurable in dollar
terms.
Offer == A Family Gr persons whose income is above the Low Income limits.
affidmil Person(s) named on the lease for a given unit.
dL
abMillaft Persons or families who have lived in Plymouth for at least 12 months
shall be deemed to be a Plymouth resident.
B The amount payable monthly by the Family as rem to the Housing and
Redevelopment Authority (HRA). In all cases, residents are
responsible for Weir phone and electric bill and garage cental
optional) in addition to their monthly rem charge.
The husband or wife or partner of the Head of Household.
Sub VAssiatamee
amlim HRA paid portion of full rem.
rOMM MG ANSWLL INTERNAL USE ONLY
in" IL nM a *MOVM 24
Vgy Mw hwome: A family whose Amwal Income. does not exceed SO percem of the
median income for the area. as determined by the Department of
Housing and Urban Development (HUD) with adjustmems for smaller
ant larger families.
Welters Aaais>aooe: Welfare or other paymem to Families or,individuals, based onneed,
that are made under programs funded, separately or jointly, by federal.
state or local governments.
ro Oft AFMMAL INTERNAL USE ONLY
n.. 25
Dual 1/l0/6I
OUJLMOAPROCEDURES FVR
LISTINO AGRBBAMM FOB PARSONS
INTERBS7BD IN REN77M AT PLYMOUTB ?VINE SQUARE
1. Akung with appEcation, Walker mails out an information sheet describing how
Plymouth .hOmWwnM who apply madve pefeeenca consideration if they will sign a
60 -day listing WeemeaL (April 15, 1994)
2. AN mum of applications, walker forwards to city staff a He of homeowners willing to
AP a listing arc. (May '15,1994)
3, City staff reviews with Assessing Dqw meot to detmmine market value of properties.
June 1,.1994)
4. Waikor selects appHc aa, ." r Plymouth Towne Square and confirms to gaff which
homeowners are selected. (May IS Jua 13, 1994)
S. SWi contacts selected applicants &W gives them 30 days to secure a resloor Of their
choke to He house. (July 15, 1994)
6. Staff' provides a He of these houses to PTIM appliem a. (July 15 to December 31,
1994)
Note. Those applicants that sign a listing agreement will be given -.. +dad preference within
their preference cattegory, i.e. applicants under 62 wlco aro bosu 3d willing to sign a
Being agueement, would not be given consideration in advance of a• - : pfi aot over 62.
cd/louaingiftWforms/ptsla)
DIVIO? 1/law
NO :rCB TO PLYMOUTH HOMBOWA
APPLYMG TO RENTAT
PLYMOUTH TOWNE SQUARB
The Plymouth Housing and Redevelopment Authority (HRA) believes it is apprepeiate to
encourage the sale of affordable housing owned by Plymouth homeowners to tbm families
who have applied for assistance through the City's Fust Time Homebuyer (F=) Prugmm.
Thazd e, they wish to grant a pnefpenoe to those homeowners who area aft to sign a 60
day Bating agreement with a reahor who agrees to show their reanlence to Plymouth FnM
exclusively for this time period. Should no Plymouth Fid be interested in pu ch ming the
residence within the 60 day period, the homeowner would be free of any further obligation.
As an applicant, you will be notified by Wallcer Management, the HRA's.leasing agent, if you
qualify and are selected to we a unit at Plymouth Towne Square. You will n0[ be required to
sign the 60 day Bating agreement unless you wish to apply for this additional Preference, ad
Walker Management has coofiimed to you, in writing, of your acct ;vane to rent a unit at
Plymouth Towne Square.
Should you be a Plymouth homeowner interested in signing a 60 day Bating agreement, Please
Op your name below and also'icWde your printed same, address and phone uumber. As
well, Please indicate your bast estimate as to the current market value of your residence.
Please ante, those homeowners owning residences valued at over $100,000 will M be given a
Preferena. City Staff will confirm with the City's Assessing Department the marhot value of
your home based on that department's lnoputy moorda.
SYgnMM Ofhonrcowntr
Spann ojco-ower
U )
S
Ertimoted Mania Yahw of how
houskl0flna/forms/lanotice)
Stmt Address
MY.- State 71p Code
IV*
Ml W
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, .PLYMOUTH, MN .55447
DATE: Jan. 24, 1994 for Housing and Redevelopment Authority Meeting of Feb. 1, 1994
TO: Anne Huriburt, Executive Director
FROM: Milt Dale, Housing Specialist 4ND
SUBiBCT: ADDITIONAL COMMUN1TY DEVBLOnUI TP BLOCK GRANT (CDBG)
FUNDING ALLOCATION FOR FISCAL YEAR 1994
In mid-January, John Swanson, our HUD Community Program Development Representative,
called to tell me Plymouth would be receiving an additional $25,000 in CDBG funding this year.
When added to the $272,000 already designated, the City will have a total of $297,000 for 1994.
Commissioners may elect to allocate this funding to existing programs (no public hearing required)
or choose to select a now program (public hearing required). The $25,000 in additional funds is
less than the -substantial change- amount defined by the Plymouth HRA (MA Resolution 092-0)
which states that there is a substantial change with the addition or subtraction of more than 525,000
or V a now program activity is added or deleted. In discussing this issue with John Swanson, he
indicated no public hearing is required for Plymouth, provided no nen programs are added or
deleted.
HRA Resolution 093-24 adopted on November 16, 1993, went to the City Council with the
following statement: -Further, that should the total CDBG allocation for Fiscal Year 1994 exceed
272,000, the excess shall be allocated on a pro -rated basis to approved activities, subject to
CDBG limitations.* The Plymouth City Council adopted a similar resolution on December 6,
1993. Based on those resolutions, I have shown the funding changes by activity below.
Current Additional New
Alyn Funds TSS
Pro -rated)
1. Rehabilitation of Private Dwellings
a. Administration of Activity 5 7,000 $ 7,000
b. Grants/loans to homeowners S,69,000 +$6,900 $74,
Subtotal $ 75,000 $ 81,900
2. Child Can Assistance (Requested $30,000)
a. Administration of Activity $ 1,000 S 1,000
b. child Care Assistance ,i?LW +$2,300 S 26.3000
Subtotal S 25,000 $ 27,300
3. Sc anand Site Hoamownersbip
a. Administration of Activity $ 3,000 $ 5,000
b. Grantalloan to Fust Time Aomebuyera s CO,gM +S6,000 S MMD
Subtotal $ 65,000 $ 71,000
4. Plymouth Pitt 6t Recreation (Requested $9,50
a. Administration of Activity $ SM $ 500
b. Capital Funding $ 4,500 $ 5,400
C. One -on -one -one Assistance LA" s 5_400 0
Subtotal $10,000 +$ 900 $ 10,900
S. Community Action Suburban Hennepin (CASH) (Requested $14,891)
a. Administration of Activity $ Soo $ Soo
b. Public Service S 9-500• +$ 900 S 10.4008
Subtotal $ 10,000 $10,900
6. Hein Technical college WM (Requested $150,000)
a. Admimsantion of Activity $ 1,000 $ 1,000
b. Capital Funding S61- +$ 5,700 3 66.700
Subtotal $ 62,000 $ 67,700
7. Administ atioO of Overau cDBG Program $ 25,000 +S2,300 $ 27,300
Total 5272,000 $25,000 $297,000
Cmddeted a public service activity and must comply with 15 percent service cap or $44,550.
26,300 (child cats)
5,400 (P & R)
SIO, (CASH)
42,100
However, it is my recommendation, based in part on the size of the additional funding, that
Commissioners reconsider allocating funding to only two program activities ratber than using the
pm-raiW approach. 7Uu two program would be Child Can Assistance ($5,000 additional
funding) and Scattered Site Homeownenhip ($20,000 additional funding) with all funding to go to
program participants. I base this recommendation on the following reasons:
1. It it my opinion that Greater Minneapolis Day Cane Association should be able to
exl,end additional funds promptly. Tbey always have a long list of clients waitingforassistance. They had initially requested $30,000 and this increase will bringthemwithin $1,000 of that request.
2. While Community Action Suburban i emgrin County (CASH) and the Heasopin
TechnW College (HTC) also made npuests for more funding, i.e. $14,691 and
150,000 respectively. This is the first year for their receiving CDBG funding;
therefore, I would recommend another year or two of expericurm to evaluate their
spending rates and performances.
3. 1 believe it appropriate to hu mse funding to our First Time Homebuyer Program as
a considerable number of Plymouth homebuyers ars mWeded to sell and move into
Plymouth Towne Square. This would provide a member of of and ble homes on the
market, based on our senior housing lowest survey.
4. The HUD ofinoe has notified us that we do oeed to improve our expeaditure rate. I
believe the two activities, i.e. First Time Homebuyer and Chill Care Assistance,
will expend funds in a timely way.
Attachments:
1. iHtA Resolution 94-01 (Increase funding. for First Time Homebuyer and Child Can
Assistance)
2. HRA Resolution 92-05
HILA RESOLUTION 94-01
RBCOMMENDDIG • ALLOCATION OF FISCAL YEAR 1994 COMMUMTY
DEVELOPNMNr BLOCK GRANT FUNDS
VANEREAS, lite City of Plymouth for Fiscal Year 1994 will be in receipt of $23,000 of
additional fimft or a total of $297,000 of Community Development Bloch Grant funds to
utilize is such a way as to assist low and moderate income persons: and,
WHE1WAS, on February 1, 1994, the Plymouth Housing and Redevelopment Authority held a
regular mewing to discuss use of these additional funds in accordance with federal guidelines:
NOW, THEREFORE, BE 1T HMMY RESOLVED BY THE HOUSING AND
REMEMOMENT AUTHORITY OF THB CITY OF PLYMOUTH. 1aiNESOTA, that
the Housing Authority recommends the Plymouth City Council allocate the Peal Year 1994
Community Development Block Grant funds as follows:
1. Rehabilitation of Private Dwellings
a. Administration of Activity 7,000
b. Gmuts/loans to homeowners S69.
Subtotal 73,000
2. Child Can Assistance
a. Administration of Activity I'm
b. Child Care Assistance S29.
Subtotal 30,000
3. Scud Site Homeownership
a. Administration of Activity 51000
b. Graats/loan to First Tirme Homebuyers S80,(
Subtotal 85,000
4. Plymouth Park dt Recreation
a. Administration of Activity 500
b. Capital Funding 4,300
C. Onemn-one Assistance 5.000
Subtotal 10.000
S. Community Action Suburban Hennepin (CASH)
a. Admimismdon of Activity 500
b. Public Service S 9-500
Subtotal 10,000
6. Heanopin Technical College {HTC)
a. Administration of Activity s 1,000
b. Capital Funding S61
subtotal $ 62,000
7. Administration of Overall CDBG Program s 25,000
Total $297,000
Adopted by do Housing and Redevelopnwa Authority of February 1, 1994.
sdros:cdbg0201)
HRA RESOLUTION 92-05
RESOLUTION recommended to the City Council a Definition of Substantial Change
for use in the City's Community Development Block Grant Program
WHEREAS, the Plymouth Housing and Redevelopment Aithority is ware of the need
to transfer funds from one Community Development Block Grant (CDBG) activitytoanotherbasedondemand, federal government rule changes, and/or other
factors: and,
WHEREAS, it is necessary that City staff be given guidelines as to what
constitutes a substantial change in a program activity and would require a
public hearing for such a change; .
NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE HOUSING AND -REDEVELOPMENT
AUTHORITY OF THE CITY OF PLYMOUTH, MINNESOTA, that the Housing Authority
recommends the Plymouth City Council adopt the following definition for use
the potential transfer of CDBG funds from one program activity to another: 'A
substantial change is the addition or subtraction of more than $25,000.
Substantial change would also occur if a new program activity is added or an
approved program activity deleted."
Adopted by the Housing and Redevelopment Authority May 19, 1992.
res/hra/cdbg)
CITY OF PLYMOUTH
3400 PLYMOUTH BODUWARD, PLYMOUTH, MN SSW .
7 -
DATE: January 26, 1994 for Housing and Redevelopment Authority Meeting
of February 1, 1994
TO: Ana Hurlburt, Executive Director
FROM: Milt Dale, Housing Specialist )A
SUBMCI% NOMINATION AND ffiLITION OF OFFICERS
According to the HRA bylaws, the nomination and appointment of ofit ji.-a is to take
place at the time of the annual meeting, which is held in January each year. However,
this year the Plymouth City Council has yet to aelect a replacement for Fhil Bloc, who
recently resigned da to business reasons, and Pauline b it nr, whose term expires.
Pauline has reapplied as she wishes to continue serving as a Commissfoar.
As well, Housing Authority bylaws require that all officers be approved annually.
Currently, the offices for the Housing and Redevelopment Authority are held by the
following:
Chairman ....................................... Commissioner David Crain
Vice chairman .................................. Commissioner Jolm Edson
Secretary/Treasurer ............................ Commissioner Pauline Milner
I recommend a motion be made to hold any action on nomination and election of
ofitcers until the City Council appoints replacements and the mplacaments are sworn
in. Hopefully, this can be done at the February meeting.
940118d)
CiITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH. MN 55447
DATl3: Jamuny 7, 1994 for die Housing and Redevelopment Auftrity Meeting of
February 1, 1994
TO. Arum Hudburt, Executive Director
FROM: Milt Dale, Housing Specialist &
NOrl",
SUBJECT: YEAR-END STATUS REPOR73
MM 8 RMAMMM MMU
Plymouth is now in its 17th year of providing Section 8 rent assistance to low or moderate
Income families.
As of Devinber 31, 1993 we are administering 140 artifucates in Plymouth. Out of our
original 87 certificates, 21 families have ported out to other communities, while we have
received 74 families porting in to Plymouth. Compared to December 31, 1992, we are
admin'stering an additional eight families.
For December, 1993, the average rent subsidy payment made for each household was $384
per month compared to $386 per momh for December, 1992.
We received approximately $31,572 in administrative fees for 1993 and paid out
approximately $10,797 to other agencies for administering Plymouth's 'port outs•. For
1992 we received a total of $22,922 in administrative fees and paid out $6,542.
CUr rally, Section 8 renters reside 3n 15 of Plymouth's apartment complexes, while three
families live in single family dwellings, and one family in a duplex.
In July, 1993 Plymouth was granted exception rents as follows:
One Bedroom $546
Two Bedroom $716
Throe Bedroom $945/9500•
Will be allowed 5950/momh when HUD publishes the final Fair Market Rema for the
metnopolimo area.
In October, 1993, we renewed our contract with HUD for 25 certifies.
1n September, 1993, discussion began with St. Janis Farb Housing Audwrity for the
possibility of a joint venture to obtain a Family Self Sufiicieocy Program.
we aro continuing to place applicants from applications received in July, 1992. we
currently have 42 families on our one bedroom waiting list, 60 on the two bedroom, and
six on our three bedroom waiting On.
Along with the Section 8 Rent Assistance Program, the Housing Rehabilitation Program has
been one of the Housing Authority's and City's major programs to assisted lower income
persons since 1975. lois past year found do Commission agreeing to change the Income limit
frrmt 50% of median income to 60% of median income to qualify for consideration of a
gram/loan. Some of the statistics relating to this program are as follows:
A tocol of 12 homeowners applied for assistance during 1993. This is a slightdecrease
from 1992, abet 14 homeowners applied, but compares favorably to an average year when
10 or 12 applications are received.
A variety of work projects were completed in 1993 such as gutter and downspout
replacement, re -roof, door and window replacement, insulation, flooring and empeft,
painting, and furnace replacement.
Some program income was also received during the year, i.e. $19,860. These funds will
be recycled into the program for this year, as these funds must be used first.
This program has assured approximately 150 homeowners over the pant 17 yam. There Is
every Indication tine demand and need for this program will continue Into the future.
This was a banner year for the senior citizen housing project as construction finally began on
this project in the fail of 1993. Some of the year's other highlights were:
0 Market analysis completed by Walker Management in early 1993.
Commissioom towed several senior dousing p%bc is in the Twin Cities anew to determine
what features would be most appropriate.
Focus groups held by walker Management in Marro to evaluate potential resident
needs/desires.
Concept plan presented for review by Aurid Biwa Architects.
Financial pro forma for a 100 unit senior housing project provided by Walker
Commissioners agreed to a 49,000 square font rentor housing project with a told of 99
subsidized reeld units at their April 20, 1993 moetiag.
City agreed to provide interim fucaacing for the senior project with a special meeting held
In July to authorise issuance of bonds.
Commiasi mm stress need to give preference to City residents and/or relatives of residents
at their May 11 meeting.
Staff was directed to begin an "interest list" for potential renters at the project..
Commissioners make final decisions on adding more laundry rooms and making other Mal
changes.
Commissioners agree to the name of "Plymouth Towns Square" for senior project.
Oemind contractor, Frena and Sons, of Eden Prairie, selected as low bidder to construct
project.
around breaking ueid in site on October 20.
Conte of building starts in early November.
Senior housing survey goes to all persons on the interest list.
The Plymouth Housing and Redevdopment Authority OIRA) has sponsored this program for
ten years. All funds are expended for Plymouth residents needing child can help to permit a
w
Iowa income patent(s) to saw d school or be employed. Funding over the post yam has been
as follows:
CDOG YEAR FUNDDIG
x 7,000
XI 16,500
X11 20,000
XIII 23,647
XiV 2s 000
xy 23 ,000
XVI 25,000
XVII 15,000
XVI W5,000
FY '93 25,000
FY '94 25,000
NOIR- FY stands for fiscal year. In 1992, the use of the Raman numeral designation lkvas
dropped in favor of using the year designation as it wlstes to the year f tudiog is mceived.
Following is a Gating of the seven clients that have been assisted with fust time homebuyer
funds dueing 1993:
DATE OF
CLOSING
FAMILY
SIZE
ANNUAL
INCOME
PRICE OF
HOUSE
AMT. OF ASST.
FROM C1TY
TYPE OF
HOUSE
311193 2 24740 75.100 10,000 Condo
3/9/93 s 29.400 14,0W Siock Famil
3/11/93 3 24000
118,500
88 000 14 WP Sink Family
4/28/93 1 2 22.820 57.900 11010, Townbouse
9/28/93 6 30 500 107,000 13,000 simft Family
9/29/93 4 27,000 82.5W 12,000 Cluster Home
11/29/93 2 30 000 77,900 4000 Double
Awnwes 3.43 26,W K= 111411 3 Shisk
l 7bwnkowr
I Chuer Hoare
1 DWWV
I Condo
Total laity Financial Assistance $78,000
Ibis is down from 15 clients assisted in 1992. I believe the limited number of affoNable
homes in Plymouth for isle in 1993 accounts for this drop.
In late 1992 the Plymouth HRA purchased property at the southeast comer of Fembrook Ione
and County Road 9 with surplus Section 8 Operating Rewe funds. The intention was to
develop the property for a lower income family who was a first-time homebuyer. Significant
events that took place in 1993 wero:
Early morning meetings starting in February, with City otRcials/staff and private sector
people looking at cooperative moans of constructing a house on the HRA purchased site.
Acquisition of an adjoining kit obtained several years earlier by the City through the tax
6, fel- M process.
Platting of both properties into a single family residential U named Rockford Addition.
Suction of an eligible family by HRA and praqual fiCation of the family for a mortgage,
through Norwest Mortgage.
Devdap meat of bylaws and articles of incorporation for a mom -profit 501 C(3) organization
to be called the Plymouth Housing Alliance.
Selection of citizens aced City officials to serve on the Plymouth Housing Alliance board, to
be headed by Stave Lrdovissie.
Start of a fund-raising effort by the Plymouth Housing Alliance to provide adequate flumds
to complete die proposed building project at Fembrook Lane and County Road 9.
lbks program came to our attention in August of 1993, and since that time the following
events have occurred:
Review and approval of funding request from the Community Home Program by the HRA
and City Council facilitating the transfer of other CDBG funds to use for purchase of
property at the northeast comer of Fembrook Line and County Road 9, for construction of
a dupla for handicapped persons.
Purchase of the property in late December by the Community Home Progrem from Robert
Porter.
0 Drafting of an awAronmemal assessment for HUD on the property.
reom 6NOca 12.09.1993 17119 P. 1
9 b•
December 9,1993.
HRA Chairman David Crain and Commissioners
City of Plymouth
3400 Plymouth Blvd.
Plymouth,HN 55447
Dear Chairman Crain and Commissioners,
Helatedly,thank you so much for continuing to
recommend support for the sliding fee child care
program. I realize that compared to the cost of
other programs you fund, the child care program
le very expensive per family. The cost varies
depending on the size of the family, their income,
the age of the child/children,and the number of
hours the children are in care. Your funding
has meant that some families in Plymouth can move
toward self-sufficiency. I am sure they appreciate
your help.
Please call if you have any questions about the program.
Thanks again.
Sincerely,
Grace Norrie
Community Outreach Coordinator
Greater Minneapolis Day Care Association
Constance C. Sell. Executive Director • 1628 Not. Avenue South • Minneapolis, MN 55404612) 341.1177 - Fax (6121341-4356 • Voice/rOD (612) 341-2066 • M Equal Opportunity Employer
HENNEPIN HOUSING CONSORTIUM
COMPREHENSIVE HOUSING
AFFORDABILITY STRATEGY
CHAS)
ANNUAL EEORTFISCAYRENDDMBR30, 1993
LEAD AGENCY
HENNEPIN COUNTY
OFFICE OF PLANNING AND DEVEI.OpNW
DEVELOPKW PLANNING UNIT10709WAYZATABOULEVARD. SUITE 260
NINNETONFA- NN 55305
612) 541-7080
Hennepin Housing Consortium
Urban Hennepin County
Not Included In Hennepin
P Housing Consortium
0
1993 ANNUAL PERFORMANCE REPORT
HENNEPIN HOUSING CONSORTIUM
TABLE OF CONTENTS
Comm Lsr=
PERPORxwo REPo&T
IHrsoDUCTiom. ........ ................. 1
PART I--AMIUAL PaFoames
A. Resourcea lade Available Within the Jurisdiction
Urban Hennepin County . . . . . . . . . . . . . . . .
City of Bloomington . . . . . . . . . .
2
6
City of Plymouth 7
S. Investment of Available Resources
Urban Hennepin County . . . . . . . .. 8
City of Bloomington
City of Plymouth
12
17
C. Households and Persons Assisted
Urban Hennepin -County . . . . . . . . .. 23
City of Bloomington
City of Plymouth
25
26
D. Other Actions Undertaken
Urban Hennepin County . . . . . . .. 29
City of Bloomington . . . . . . . . . . . . 31
City of Plymouth . . . . . . . . . . . . . . . . . . 32
PART II--ASSES8NENT OF ANNUAL PERFORMANCE
A. Assessment of Effectiveness
B. Future Actions or Changes
Urban Hennepin County . . . . . . . . .. 33
City of Bloomington . . . . . . . . . . 35
City of Plymouth . . . . . . . . . . . . . . . . . . . . 36
APPENDIZ
A. Description of Process for Public Review
B. Svmary of Public Gents Received (to be included in final)
C. CM Oeneral Definitions
r
INTRODUCTION
The -Hennepin Housing Consortium is comprised of the Community Development
Block Grant entitlement grantees of Urban Hennepin County (an association of
43 local communities) and the cities of Bloomington and Plymouth. It vas
created by mutual agreement to maximize the benefits available through the
Home Investment in Affordable Housing program (HOME) created by the 1990
Cranston-Oonsales National Affordable Housing Act. Hennepin County is
designated to act in a representative capacity for the Consortium.
This information has been divided into two parts. The first part reports on
progress in carrying out the CHAS Annual Plan. In the secondpart the
Consortium assesses its annual performance in relationship to meeting its
overall five-year CHAS priorities and objectives. and discusses what actions
or changes it contemplates as a result of its annual performance.
The 1993 Annual Performance Report for the Consortium is composed of informa-
tion prepared by Urban Hennepin County, Bloomington and Plymouth..
In addition to being a compliance document for participation in federal
housing programs. the Annual Plans serve as an action oriented management tool
for the Consortium members and as a monitoring tool for HUD.
i-
CITY OF PLYMOUTH
SECTION A — RESOURCES MADE AVAELABLE
A summary of the sources made available in Plymouth and the actual resources or funds
received for cite fiscal year ended September 30, 1993 is provided below.
SOURCE RESOURCES MADE RESOURCES
GRANTING WjENCY) AVAIIABLE RECEIVED
CITY OTHER C1TY OTHER
Federal
oCDBG 272,000 8272,000
oSection 8 Certifies 0• 00
SubtoW: 272,000 1$272,000
State
oRehabilitation of
Single Family 25,233 25,233
Home Ownership 849,090 3849,090
@HULA $1 Home 4,823 S 4,823
Other S 612 612
Subtotal: 5879,758 879,758
Local
HRA Levy 8321,937 321,937
No sew fkaft or am contract authority approved, but ozbft prate fwd.
Narrative:
CDBG—Mm financial resources planned to be received In 1993 through CDBG was
206,000. The amount made available and received was 5272,000 of 866,000 greater.
Stet.—Rehabilitation of Single Family - The am provided 525,233 in Home Energy loans;
Home Ownership -The state provided $849,090 in Homeownwitip loans for ton properties;
HUD 81 Home - The acute provided $4,823 in HUD $1 Homes; Other -The state provided
8612 in Home Equity Conversion Counselling.
Local—HRA Levy - This funding is in support of Towne Square, a new 99 unit locally
subsidized senior citizen housing development now under Construction.
7-
CITY OF PLYMUTH
SECTION B — IIWFSTMENT OF AVAII.ABLE RFSOt1RCES
the investment of federal resources for the year 1993 are described separately for each of
the priorities contained in the 1993 Annual Plan.
Pdoslty No. i - Rental subsidy to familles and the elderly allowing them to seem+e
adequate, sound houslog.
Reaoumn ad
Ayogmm Funds Used
MIN= OF Um
SOURCE OF FUNDS Olt AOUSNOW
aOt.LABS AVAM M COINUMM CUM= ASSISIZ:D
tiUD Seel. 8 0 0 0 0
Aetivtaes Undetrakett:
The dry has continued with dls as a pdodty because gfongoing acdvides.
The progrnnt grows through ponablitty. No new units were proposed nor wets
any newjhnding received, aldmugh the Chy ankred 137families with is 87
cenpcxa. The net portability Is 50 unln — 72 'port int' and 22 'pon outs.'
Googrophte Dfsatbutlon: Not applicable.
Lemmp with Federal Fbads
of Non-Fidunl Rescues:
Not applicable.
Matching Cox&ffim om. Not appikable.
Agoeatlon of Lev Income Xoustng
Tar Cmft (Smtet nub):
Not applicable
Actual lnremnent Pham Y. Planned
No new fiutding spent nor wnt any planned.
17-
CITY OF nYMDUTH
Pft* No. 2 - RdmbMtl n ®rants and lom to mWdab and rdmbWtate cw&Wn
doffi tamk houshtg and the ndgbboebood in which they ars located.
Remurrat and
Program Ameds Usit:
Acflrbls UndeRakeR:
77e god wont to rrhablli = eight uda. A total cf nlae ftlefandly udts
were relFa Mwted duft 1993. Sir Very Lon -ft me Famdlles aNd three
Ocher Lowlncwm were aulmd. Sk of the udts were owned by single
elderly person. one by a fwdly of two, one by a fwdly of 3, and one by a
jbmI& 05. 77e average armed fondly Income %w $12,193 and average
auLmm um $7.87.9 Towl ossLuamee was $70,916
Gsogroplde Dlsrilbudoa: pry -wide.
Z"On gs wm Faded Faada
of Non -Fede d awarcee:
Not applicable.
AlateAft Coahrtbutloms: Nom required.
All c&oa of Low Income Houatmg
Tax Crrft (Sties only):
Nat gpplibOk
Adud Ltrtap ung Atmern v. Mm e
1e plammd arpatdlttn wns 4296 of CDBG whldt woos prWeaed to be
MO or $86,520. The actual investment (espadlture) paaerm wogs
S7n.916 or 34% of the projected CDBGJ6ndUg aad US edc atxtwl
CDBG maim&
is-
CITY OF PLYHOM
Yetodty No. 3 - Sealtwed NO HomeowoeeaWp Pr+ogiam
Remwra Bard hvgram Awde MaL
MJ!M M umn
bona or Rim oa Rovssf=
DOI f W AVAU.V r I COBUdr D SXPMW ASSIST®
Coes 1435 ofCoea I :12 OW I S1Za.000 L 12
Acl/vida Undermhen:
The gate$ was to apinjbv f www to because RM -d a Ho wbgm —are Very -
Low lnaaen ad three Other Low4 aam Darting the year, 12 jb xMn became
Lvx67bw Aaftw — 2 were VeMLow magus and 10 were Other Low Isomers.
Orherperdnartdata leprra& dbelox.
Famo Stu - Range No m Sh persona
Average Fw* Ske 8.23
Anna! Income Rouge $16,000 to SAW
Average lrraans 523.6M
Pandmw Ache Range 537,W to $118,300
Avenge Pwdke peke $63.383
Awmp Asdae m $10,666
Gwsmphte D&&Dl don: MY -wide.
rem a w*h Fadord Funds
of Non -Faked Resources.
Now MOIL
Mdching Contdbr Om . NotV#ksbk.
ABocadoa of Low Income Howing
raw cre is (Saver on(y):
1Ybt epppaebie
Adkd Investment Astern Y. Planned
The planned o pen&Wm xw S43% of ®BG WWch wag prgkcted m be S206A00 or
88,361. The amw lowmrnent fcpmd m) pagan was S128.OW a 42% of the
p vjeeted CDBGJfardbtg and 47% oVthe acmd CDBG recehw d.
19-
CMR or PLYmom
pdm* No. 4 - New Senior Ckhm How
Resoanes and
Progrmn PkA* Used.
A99RW s Um&AakaL
No new v ttS wwre planned to be avatlabk nor wwn any made aWkbk
during the year. Howe wr, plum andAnandnS jor a 99 taut sector elttun
dembpm a mm cmep/aed and approvedfbwn i tg is betrtg provided.
locally.
Geogtophle Dl"udoa: Not applicable.
Leverage with Fedeml Funds
ofNoa-Federal Remaner:
Not applicabk.
Alatehlttg ConWadons: Not applicable.
Allocatlod of Low Income Houstag
Tax Craft (Stares only):
Not appficabk.
eAMd lovesimpt Pattern Y. Planned:
No speepe btvmtment pmjemd M the Annual Plan other than idemyying
dw Jitadft momme to be &seadol Service Bonds, lyry owvtad kind and
NRA ky. BoadS wwre sold tom a large Shan 4f At COMM adon eou
20-
i` 4 I r* r.r lr{
c .'w,.,q' r' •i*: ''" r^, •
Yq '..
J. ..: .
ea` ':? .tor•;'• q. 'r` c '• ' 4.a•,• ri. '
rro
r ,
f r •
rpt ..
f. •
r./J.r. .
Qr ..r }^
5 .Jf. .^ .. .'S,.[`•. ..5.
CITY or nymoDTB
Bo'mdm Pftsm
Remwm and
Prod Ands Us&*
ACAiPNO Undatoben:
No new usllvl a wire planned In rhe A=W Plan. Xokmr, It wmr
eVen d that SW fm iNat and b diW*wb wnnld be aulmd *mo on-
golW program nm/nly provldtd by Union City Minion, a non prigJlt
corpamdon
GwgrepMe DOWbadon: Not applicable.
Lmrsp wo pddad Pka*
of sow-prdmd A mwooi:
Nat 4WHcable.
Makum ConMbtrttoni: -Not appUcabk.
Alloemtlon of Low Income Housing
Tat craft OWN 080
Not WAmbk
Actual Inwtmrent fern v. Planned:
No new mdfie, nAm wnt plarored
21-
mumBBR OF UNl1'S
SOURO943F FUNDS OR HOUSEHOLD
DOLLARS AVAMABLB OONMMED 67MMED ASSISTED
Noes
ACAiPNO Undatoben:
No new usllvl a wire planned In rhe A=W Plan. Xokmr, It wmr
eVen d that SW fm iNat and b diW*wb wnnld be aulmd *mo on-
golW program nm/nly provldtd by Union City Minion, a non prigJlt
corpamdon
GwgrepMe DOWbadon: Not applicable.
Lmrsp wo pddad Pka*
of sow-prdmd A mwooi:
Nat 4WHcable.
Makum ConMbtrttoni: -Not appUcabk.
Alloemtlon of Low Income Housing
Tat craft OWN 080
Not WAmbk
Actual Inwtmrent fern v. Planned:
No new mdfie, nAm wnt plarored
21-
CITY OF PLYMOUTH
Other Plessors with Special Needs
Remwm and,
Plopsms Funds l/setl:
AddvMn Uadetmten:
The Qry asdsad two RotaehoW — one In First dw Xoimb&w Progtmn
and one in the Slnple Fm dly Rehabibtmton prog:mn when dm udlS am
counted. h was msddpaW dwt Commwdty Builders and other Rm-proJta
would have some adtiemwnt but dds was not the case In tonna of uda In
Plymouth. The tocol goal wear ten uda.
Geogtaphtc Dlatrlbttdon:
Levemp with Fiedernl Funds
gjNon-Federal Remanes:
Not appllaable.
Adatehhttg Cottttlbudons:
Not applicabl&
Allocadon of Low Incense Xoustng
Tax Clem (States orb)
Not e,mucable
Actual Invemung Pattern P. Planned:
Not s"ed to Annual Plan
22-
i
CITY OF PLYtroUYR
SECn N C - HOpSEHOLDS AND PERSONS ASSTSTF.D
Pymoutit's estimate of the number of households WW persons assisted during the year ansummarizedinTable1- CHAS Annual Performance Report.
Nanutive: Table 1 identifies the households and persons directly assisted by the CityOfPymott1handitsHousingandRedevelopmentAuthority.
Actual Accomplhahmmts
A total of 211hmilies were assisted compared to the goal of assisting 12families. This equals 75% more than projected. The number of Very Low -
Income families assisted was exceeded hn both programs.
To general, the City met or ecceeded its Boars in serving the various household
Wo projected. For example, the City projected t families with
IdMMfita M assistance — four Very Low -Inca gp Trow -Income.
A total of nine families were assisted aid six were Very Low -Income and
three were Other Low -Income. In the Hist -time Homebuyers Program the
projection was four families — one Very Low -Income and three Other Low -
Income. A total of '12 families were assisted, two Very Low -Income and to
Low-Inconu.
Section 215 Goals
None were specified, but 95% of those assisted nut Section 215 requirements.
Section 215. goals were not specified in the 1993 Annual plan. Review
Indicates that all units in the rehabilitation program and all but one unit in the
Fug -time Homebuyers Program met the Section 215 requiremeus. That is,
911 familia were low income and the units did not exceed the 203(b) limit of
3110,200 as the initial value of the house for Fust -time Homebuyers; and, for
the Rebabilitation Program, $110,200 as the value ager rehabilitation.
However, the one house over the 3110,200 is occupied by a Very Low -Incomefamilyoffive.
26-
CITY OF PLYMOUTH
Assists= to Racial and Ethnic Groups
In tie First-time Homebuyers Program, one parent of one bousehold is black
and one family moved to Plymoudi from Russia. In the City's Rehabilitation
Program, :five of the families were elderly ad theme was no minority, racial
or ethnic groups represented. The racial and echoic bnd downs for programa
I I I i red. by the Seta is not known.
Offer i hanadon such as family size, average assistarroe, average income,
average purchase price canbe found in, the details of the priorities. in
geneal; all !brie hctors.were favorable — Very Low -Income familia were
WE rr presmsed; family size varied from one to six person; assistance ranged
form $2,929 to $10,000 in rehabilitation and from $4,000 to $13,000 for Fast.:
time Homebuyers; and, the average Purchase Price was 585,383 again
illustrating that these is some modest cost housing available in Plymouth.
27-
CHAS Annual Pedonnance Reporl Table I
Households and Persons
Assisted wilb Housing
103mmom
CITY OF PLYMOUTH NIMMOTA
Hmm1q Aftdmbft Oftabn (Clial
fulow ABOOM Td4d
20
cmh6m 1 Momosmolm40ft4440pa
a TOM
wfimftw
hftiftb
L VUVLMft
21
figP02W&dWir
L "Lswb 66 2
P1ft8WdWjr: Z3 IL. Gan 1 4A
P=191921 L, 9 L-
IL 20
0
0
a Obw
I
L ToW •
n
P-00oftwom
460kmpo 21
CITY UP PLYtrOM
SECTION D - OTHER ACTIONS UNDERTAKEN
i Public Policy
The 1993 Annual Plan does not propose any action or propose airy reform.
No aeon or reform was taken in 1993 to change public policy related to the
CHAS.
Insdttrtioml Smtc M
No specific change or actions were proposed in the 1993 Annual Plan.
RdWenee was made to the matrix of public and nonlmfit agencies and in
1993 updated information was obtained through a survey of the agencies.
S. Litergovernmental Cooperation
The City continued with the consortium in the CHAS Program.
Public Housing Improvement (Local Governments only)
No public housing exists in Plymouth.
Public Housing Resident Initiatives
Not applicable.
Lead -Based Paint Hazard Reduction
Thin is addressed by the City in its inspection under the Single Family
Rsiabilimtion Program.. Furthermore, all units inspected in the Section 8
Certificate Program are inspected for lead based paint conditions.
Affirmatively Further Fair Housing
During the year, the City informed HIM of its interest to sponsor a workshop
in 1994 for apartment managers with the forum being affirmatively furdwriing
fair housing. The City is also considering reestablishing its Human Rights
commission.
Low Income Housing Tax Credits (Stasis only)
Not applicable.
32-
CITY OF PLYMOT9
PART II: ASSEW4MT OF ANNUAL pEt=MUNCE
Assessment of Effectiveneas in Achieving the Five -Year CHAS
In general, the City is on or ahead of caret forits SaWls ascontainedintheFiveYearCHAS1992-19%. ale, the (aty prgecW33singlefamilyunitstobemhabMtated. 21 have been rehabilitated in twoyouor60% of the goal has been completed with thea years remaining.
The five year goal for Fust -time Homebuyers was hve wits. Im two years, 23fam+"ies have been assisted. In cental assisMa, the five year goal was to add125mdta.. mw program has expanded by about SO units though andpormbility' and a new Semite Citizen building has been approved.
Actions or Changes Proposed to Five Year StratW
No actions are creedal or appropdM since a new Five Year Strategy and Plan1994-1998) was recently approved.
36-
NOW
CITY OF PLYMOUTH
3400 PI.YMOtma BOULt3VARD, PLYMOtnu MN SS447
DATE January 10, 1994
TO. Housingand
s
mP Y
FROM. Anne Hurlburt, Community Development Director
SUBMMI For Your Information
Auacbed you will find copies of some correspondeooe I have had regarding the fire
protection sub000tract for the construction of Plymouth Towne Square. No action by
the board is required. I thought you might find it of interest.
I U I\ 4 1- 11 1 0 R '.
I1IIited /1.5` ocill1.11)II o1'.11)111'ul !) II;v{ ;{)1tIe rit-, •+j 1{0'
wro 417 am -rams 312 Central Ave., Room 520
SPRINKLER FITTERS
MOULm Minneapolis, MN 55414
612) 379-4532
6,=11aw
Anne Hurlburt
3400 Plymouth Blvd.
Plymouth, MN 55447
Dear Ms. Hurlburt:
December 29,
DEC SD =
CITY OF PLYMOUT
COMMUNITY DEVELOPMENT DE
I would like to express my concerns concerning the Cit} of Plymouth's
practice of having contractors and sub -contractors for city projects. The city awarded the Plymouth senior housing project to Frana and Sons, Inc, who then sub -contracted to Precision Fire Protection. Non-union
contractors like Precision drive down wages and benefits and play avarietyofgames, including the hiring of cheap labor.
There same unscrupulous contractors fail to provide adequate health
care,.training and pension programs. Thus, they leave employees with
no choice but to infringe on the state and county medical and public
assistance programs, increasing the tax burden of everyone.
When union wages and benefits are paid on a construction project, the
workers are craftspeople who specialize in a skilled trade and have
either completed, or enrolled, in a registered apprenticeship program
through the Minnesota Department of Labor and Industry and who, conse-
quently, perform quality work in a shorter amount of time. Our union
also supports affirmative action and equal opportunity designed to ®ploywomenandminoritiesintheconstructionindustry.
Studies at the North Carolina State University and the National BureauofEconomicResearch, Cambridge, Massachusetts, show that union construc-
tion workers are 35 per cent to 50 per cent more productive than their
non-union counterparts. Employing less-skil.led labor can mean longer
completion dates for a project, along with waste when faulty work mustbere -done and higher maintenance costs in the future.
Since labor costs account for only about 20 per cent of the total costofaproject, let the contractors compete with their business ability tomanageaproduct, the prudent use of equipment and purchasing power formaterialsandsupplies, an example of free enterprise at its best.
I am asking the City of Plymouth to look into replacing Precision FireProtectiononthePlymouthSeniorHousingproject. This company payssub -standard wages and benefits, fails to adopt affirmative action programa
and does not support equal employment opportunities for minorities andwomeninconstruction.
NAAWNI110M.. MARRY%A.LEE Dom )F.1IrxANARA
I sh0®' Ca"d Pmidml Cemd F aelary-Tnawm AN. Gnml PraWem or. Adlim
Precision Fire does not have a registered apprenticeship program through
the Minnesota Department of Labor and Industry. I hope in the future
the City of Plymouth would contract with contractors who support these
programs.
If you have anu questions about Precision's workmanship, call Dick CurrieofLimitedPartners851-9161. This company did a job for him at Winnetka
Commons under the name of Land 0' Lakes Fire Protection.
Sincerely,
Jimelzenben?
Manager
JR/mb opeiu#12 afl-cio
ImAiry 3, 1943
Mr. nm Kdmobmg
United Assoc. of Immo men & Aamentim
312 Central Ave., Room 520
Mfineepolie, MN 53414
Dear Mr. 8elmobeeg:
TM* you far your letter of December 29 mgefft the Plymouth senior 6oueiog
MOM
The htformadon hats been passed song to the Wmpdm sMfipeople and to the
ooupn cdo I managers for Plymouth Towne Squame. .
Shtoeiely,
Amo W. Bmibuit
Canna ty Deveopaunt Dimmer
W. Milt Dale,. Haudug speaaliat .
We Listen • we Solve • We care
3400 PLYMOUTH BOULEVARD • PLYMOUTH, MINNESOTA.65"7
IJAN i c sPA
IA AND SONS INC.
ERAL CONTRACTORS
755 WILSON RIDGE — 7500 FLYING CLOUD DRIVE — EDEN PRAIRIE, MINNESOTA 55344
612) 941-0282 - FAX (612) 941,4993
January 4, 1994
City of Plymouth
Attn: Ms. Anne Huriburt
3400 Plymouth Blvd
Plymouth, IM 55447
Dear Ms. Hurlburt,
We are in receipt of a letter to you from Mr. Jim Kelzenberg with theUnitedAssociationofPlumbingandPipeFittingUnion. We would like to
clarify a number of items that we feel are inaccurate and certainly verymisleading.
First of all this project was bid out publicly with ten General Contractorssubmittingbids. The low fire protection bid we received was fromPrecisionFireSprinkler, Inc. which is a non-union firm. The secondbidderforthefireprotectionworkwas $17,900.00 higher, but did notincludeanyfireprotectionwithinthefloortrussspaces. They were aunioncontractor. The next fire protection bid was exactly $30,000.00higherthanPrecisionFireanddidincludeallfireprotectionasrequiredandwasalsoaunioncontractor.
Under the bidding documents, all contractors must pay the prevailingfederalwagerates. Precision Fire does pay these rates. Obviously, whenbiddingaprojectonacompetitivebasissuchasthisproject, all GeneralContracturewillusethelowestqualifiedbidder.
When we met at City Hall the evening Frans and Sons, Inc. was awarded theproject, the issue of union contractors was discussed and we said that wemayhaveafewnon-union subcontractors. We were not totally sure, but newthatthefireprotectionsubcontractorwasnon-union, but they had justfinishedaseniorhousingprojectforusatWhiteBearLakeandnoproblemswereincurred.
In Mr. Kelzenberg0s letter, he refers to cheap labor. This isnot true, inthatPrecisionFire.pays the prevailing wage rate which in the Twin Citiesisthesamerateasunionscale. He also refers to affirmative actionwithintheunion. Well I believe Precision Fire had a women working on theWhiteBearLakeproject200.0t the time, and presumably will do the sameforthisproject.
PAGE
2OF2
Under the construction guidelines, the fire protection contractor has to
generatr shop drawings that have to meet the city fire marshall's approval,
mechanical engineers approval, as well as conform to the specifications.
Also, thework is field inspected by both the city fire marshall and the
mechanical engineer.
Finally, we were contacted by the union about two weeks after the bid date.
They had heard that Precision Fire was the low bidder and wanted to know
who we used for a fire protection contractor. When informed that it was
Precision Fire, the subject of union industry target program was discussed.
This is a program the unions have where they pay additional monies to allow
a union contractor to perform the work. when we discussed the $70,000.00difference, they said they couldn't give a program grant for that amount.
It was at this time that we informed them that since we had used PrecisionFire's bid, we had no choice but to issue them a contract.
Frana and Sons, Inc. would not use a unqualified contractor for this
project whether it be a union or non-union firm. I hope this clarifiessomeoftheissuesraisedinMr. Kelzenberger's letter. There are a number
of other statements in this letter that we feel don't bear responding.
If you have any further questions, please call.
Sin rely,
Gerald Rothmeyer
Project Coordinator
Frans and Sons, Inc.
GRsmh
cc: Mr. Greg Oppegard - Walker Methodist
Mr. Jim Salzl - BRN/8lness Architects
SUMMARY STATISTICS REPORT
DATE: 01/03/941
SELECTION CRITERIA: ALL TENANTS MRS INCLUDED
I. 8SAD OF HOUSEHOLD COMPOSITION. Or OF WaL HEADS 10 IN PARENTHESES)
A. THE RB ARE 162 !HEADS OF HOUSEHOLD. (MA 88 MORS THAN 1 IN A UNIT.)
TH8RB ARE 162 HOUSEHOLDS.
B. AGB: UNDER 30 30-39 40-49 50-59 60-69 70-79 80(+)
Nos 44 74 20 7 4 7 6
PCTs 27.2 45.7 12.3 4.3 2.5 4.3 3.7
AVERWE AGE: 38.3
139 { 85.8)
BLRCR:
C. SEX: MALE: 22 ( 13.6) FEMALE: 140 86.4)
D. SINGLE PARENT HEAD -OF -HOUSEHOLD FAMILIES ASSISTED:
MALE: 1 ( 0.6) FEMALE: 118 ( 72.8)
8.'SLDBRLY HEAD -OF -HOUSEHOLD FAMILIES 8T®:
OBR IBR 28R _aR 4BR
NO% 0 22 11 0 0
PCT: 0.0 13.6 6.8 0.0 0.0
P. NON-8LD8RLY HEAD -OF -HOUSEHOLD FAMILIES ASSISTED.
ORR ISR 282, 38R 48R
NO: 0 4 103 22 0
PCT: 0.0 2.5 63.6 13.6 0.0
G. RACE/ETHNICITY:
WHITE: 139 { 85.8)
BLRCR: 20 ( 12.3)
AMER IND/ALASKAN NATIVE: 2 ( 1.2)
ASIAN/PACIF ISLANDER: 0 ( 0.0)
OTHER: 1 ( 0.6)
HISPANICS 1 ( 0.6) NON-HISPANICs 161
H. MISCELLANEOUS:
62 YRS OR OLDER:. 17 ( 10.5)
HANDICAPPED: 7 ( 4.3)
DISABLED: 10 ( 6.2)
FALL -TIME STUDENT (16 +): 16 ( 9.9)
NONB OF THE ABOVE: 114 ( 70.4)
5+B2,
0
0.0
5+BR
0
0.0
99.4)
PHA Maw9er 3.61 (086-93 * City of Plymouth
8UNND1RY STATISTICS REPORT (Cont): Date: 0.1/03/94 Pagel
II.. ALL MEMBERS COMPOSITION: (PCT IS PCT OF ALL MEMBERS)
A. THERE ARE 418 M0MSSRB.
B. AGE:
0-12 13-17 18-29 30-39 40-49 50-59
185 40 52 66 25 9
44.3 9.6 12.4 20.6 6.0 2.2
AVERAGE AGE.: 22.1
C. SEX: ALL - MALB: 141 ( 33.7)
ADULTS - MALE: 35 ( 8.4)
18 +)
D. RACE/ETHNICITYs
WHITE:
B acxs
AMER IND/ALASBAN NATIVBs
ASIAN/PACIP rSLANDER:
OTRER:
HISPANIC: 3 ( 0.7)
B. MISCELLANEOUS
62 YRS OR OLDER:
HANDICAPPED:
DISABLED:
FULL-TIMB STUDENT (38 +):
NONE OF THE ABOVE:
F. FAMILY SIZE:
60-69 70-79 80(+
5 9 7
1.2 2.a 1.
FBbM8s 277 ( 66.3)
FEMALE: 156 ( 37.8)
343 ( 82.1)
66 ( 15.8)
6 ( 1.4)
0 ( 0.0)
3 ( 0.7)
NON -HISPANIC: 415 ( 99.3)
21 ( 5.0)
9 ( 2.2)
16 ( 3.8)
19 ( 4.5)
357 ( 85.4)
1 2 3 4 5 6 7 8 9 10 11(+)
NO: 27 50 55 24 6 0 0 0 0 0 0PCT: 16.7 30.9 34.0 14.8 3.7 0.0 0.0 0.0 0.0 0.0 C.0
AVERAGE FAMILY SIZE: 2.6
G. RELAT:ANSHIP CODE: (AVG IS AVG PER HOUSEHOLD)
HEAD SPOUSE ADULT UNDER 18 FOSTER LIVE -3N 18+ FT STDNTNO: 162 18 13 224 0 1 0
AVG: 1.00 0.11 0.08 1.38 0.00 0.01 0.00
PHA Manager 3.61 (086-93 * City Of Plymouth
8U emy STATISTICS REPORT (cont):
a
III. INCOME/EXPENSES:
Date: 01/03/94 Page: 31
A. INCOME BREMOWN: (INCOME BEFORE ADJUSTMENTS)
UNDER 2500- 5000- 7500- 10000- 12500- 15000-
2500 4999 7499 .9999 12499 14999 .17499 17500(+)
NO: 0 4 96 24 13 7 6 12
PCT: 0.0 2.5 59.3 14.8 8.0 4.3 3.7 7.4
AVERWE INCOME: $ 8654
AVERAGE INCOME AFTER ADJUSTMENTS: $ 7677.
B. INCOME SOURCES: (AVG IS AVSRAGB FOR THAT ITBM)
EXCEPTIONS: LOWER INC FAMILIES REQUIRING LI EXCEPTIONS: 0
D. RENTS (Averages per Household, except for URP)
TOTAL TBNENT PAYMENT: 192.0
TENANT RENT: 163.6
HOUSING ASSISTANCE PAYMENT: 414.3
UTILITY REIMBURSEMENT PAYMENTs 4.0 (Avg for only Hshlds' with URP) SECURITY DEPOSIT: 138.9
B. BXPBNBNO: (AVG I8 AVG PER HOUSEHOLD NM7i THAT ITEM)
PE 88 SI/D G CS I
HSLDS WITHi- 0 is- 120 0 5 0
PERCENT: 0.0 9.3 74.1 0.0 3.1 0.0AVGAMOUNT: 0 7341 6365 0 3058 0
400
N B M F N U
HOLDS WITH: 24 0 0 0 39 1
PERCENT: 14.8 0.0 0.0 0.0 24.1 0.6
AVG AMOUNT. 2165 0 0 0 11707 760
WELFARE Al
NEWS WITH: 23 2
PERCENT: 14.2 1.2
AVG AMOUNT: 144. 1
C. INCOME CATEGORIES AT MOVE -IN: INCOME CATSGORIBS AT.REBXAM:
VERY LOW INCOME: 52- ( 32.1) VERY LOW INCOME: 102 63.0) LOWER INCOME: 50 ( 30.9) LONER INCOME: 34 21.0)
OVER INCOME: 0 ( 0.0) OVER INCOME: 0 0.0)
EXCEPTIONS: LOWER INC FAMILIES REQUIRING LI EXCEPTIONS: 0
D. RENTS (Averages per Household, except for URP)
TOTAL TBNENT PAYMENT: 192.0
TENANT RENT: 163.6
HOUSING ASSISTANCE PAYMENT: 414.3
UTILITY REIMBURSEMENT PAYMENTs 4.0 (Avg for only Hshlds' with URP) SECURITY DEPOSIT: 138.9
B. BXPBNBNO: (AVG I8 AVG PER HOUSEHOLD NM7i THAT ITEM)
NAl'GDCP DEPEN ELDERLY
MEDICL CH CARE IHA ASSIST DEDUC DEDUCSEEDSNITHs16100012733
PERCENT: 9.9 6.2 0.0 0.0 78.4 20.4AVGAMOUNT: 1054 2014 0 0 850 400
SUMMARY STATISTICS REPORT (cont): Date: 01/03/94 Page: 4
IV. UNITS/CERTIFICATES/VOUCHERS (PCT.is from units on file except where noted)
A. UNIT REPORT: (Calculated only if report includes a single project)
UNITS ON. FILE: 0
AVAIL. AVAIL.
17 85.0
0 0.0
OBR IBR 2BR 3BR 4BR 5+BR
1. UNITS IN ACC: 0 0 0 0 0 0
0.0) 0.0) 0.0) 0.0) 0.0) 0.0)
2.. *,TEASED: 0 0 0 0 0 0
0.0) 0.0) 0.0) 0.0) 0.0) 0.0)
3. 0UTSTANDING 0 0 0 0 0 0
OR EXTENDED: 0.0) 0.0) 0.0) 0.0) 0.0) 0.0)
4. BALANCE (OVER 0 0 0 0 0 0
UNDER ACC: 0.0) 0.0) 0.0) 0.0) 0.0) 0.0)
H. PROGRAM UTILIZATION:
SECTION 8 CERT:
SECTION 8 MR:
VOUCHER:
PUBLIC ROUSING
TOTAL:
Includes ALL unit&. Use Rpt #13 for more detail.)
NUMBERPCTOF
UNITS TOTAL
AVAIL. AVAIL.
17 85.0
0 0.0
3 15.0
0 0.0
20 100.0
Use Rpt #13 for more detail.)
NUMBER PERCENT
ISSUED/ UTILI-
LEASED ZATION
162 90.5
0 0.0
0 0.0
0 0.0
162 89.0
C. GROSS RENT
UNDER 200 200-299 300-399 400-499 500-599 600-699 700+
NO: 0 0 0 9 67 66 20PCT: 0.0 0.0 0.0 5.6 41.4 40.7 12.3AVERAGEGROSSRENT: 606.0
I.D. CONTRACT RENT
UNDER 200 200-299 300-399 400-499 500-599 600-699 700+ NO: 0 0 0 24 110 10 18PCT: 0.0 0.0 0.0 14.8 67.9 6.2 11.1AVERAGECONTRACTRENT: 577.8
H. UTILITY ALLOWANCE
UNDER 25 25-49 50-74 75-99 100-124 125-149 150+ N0: 59 96 4 1 2 0 0PCT: 36.4 59.3 2.5 0.6 1.2 0.0 0.0AVERAGEUTILITYALLOWANCE: 26.1
PHA Manager 3.61 (086-93 * City of Plymouth
SUMBARY STATISTICS REPORT (coat):
V. LEASING INFORMATION:
TOTAL
A. LEASE -IN-PLACE FAMILIES: 2
Date: 01/03/94 Page: 5
ELDERLY ' NON -ELDERLY
1 ( 50.0) 1 ( 50.0)'
B. CERTIFICATE/VOUCHER SIZE VS ACTUAL UNIT SIZE: ACTUAL _IZE:
C. EXCEPTION RENTS FOR CERTIFICATES:
OSR IBR 2BR 3BR 4BR S+BR
OBR: 0 0 0 0 0 0
CERTIF/ IBR: 0 26 0 0 0 0
VOUCHER 28R: 2 0 111 1 0 0
SIZE: 3BR: 1 0 0 21 0 0
4BR: 0 0 0 0 0 0
S+BR: 0 0 0 0 0 0
C. EXCEPTION RENTS FOR CERTIFICATES:
E. NUMBER OF'ASSISTED FAMILIES WHOSE GROSS RENT EXCEEDS PAYMENT STD:
OBR 18R 2BR 3SR 48R S+BR
VOUCHER: 0 0 0 0 0 0
AVERAGE O.OVBR PS: 0.0. 0.0 0.0 0.0 0.0 0.0
NUMBER OF ASSISTED FAMILIES WHOSE GROSS RENT EXCEEDS PAYMENT STD: 0
F. NUMBER OF ASSISTED FAMILIES WHO, BECAUSE THEIR GROSS RENT 18 LESS
THAN PAYMENT STANDARD, RECEIVE A SAVINGS:
OSR IBR 2SR 3BR 4BR 5+SR
VOUCHER: 0 0 0 0 0 0
AVERAGE SAVINGS: 0.0 0.0 0.0 0.0 0.0 0.0
NUMBER OF ASSISTED FAMILIES RECEIVING SAVINGS: 0
PEA Manager 3.61 (c)86-93 * City of Plymouth
OBR ISE 28R sk$ 4BR 5+SR
lot EXCEPTION AUTHORIZED: 0 0 1 3 0 0
201k EXCEPTION AUZ80RIZED: 0 0 0 1 0 0
ANNUAL ADJ. FACTOR APPLIED: 0 1 4 0 0 0
CURRENT OR OVER FNR: 0 0 4 5 0 0
1-100 OVER PMR: 0 0 4 4' 0 0
10-200 OVER PMR: 0 0 0 1 0 0
MORE THAN 200 OVRR PMR: 0 0 0 0 0 0
D. COMPARISON OF GROSS RENT TO PMOS:
OSR ISR 2BR 3BX 4BR S+BR
CURRENT FMRS (AVG): 0 536 640 774 0 0
OR > 1.2xPMR: 0 0 1 2 0 0
OR > FM 1.1xFM R: 0 0 3 4 0 0
OR a FMR: 0 12 56 11 0 0
OR > .9xPMB < FMR: 0 9 26 1 0 0
OR. < .9xPMB: 0 5 28 4 0 0
TOTAL: 0 26 114 22 0 0
E. NUMBER OF'ASSISTED FAMILIES WHOSE GROSS RENT EXCEEDS PAYMENT STD:
OBR 18R 2BR 3SR 48R S+BR
VOUCHER: 0 0 0 0 0 0
AVERAGE O.OVBR PS: 0.0. 0.0 0.0 0.0 0.0 0.0
NUMBER OF ASSISTED FAMILIES WHOSE GROSS RENT EXCEEDS PAYMENT STD: 0
F. NUMBER OF ASSISTED FAMILIES WHO, BECAUSE THEIR GROSS RENT 18 LESS
THAN PAYMENT STANDARD, RECEIVE A SAVINGS:
OSR IBR 2SR 3BR 4BR 5+SR
VOUCHER: 0 0 0 0 0 0
AVERAGE SAVINGS: 0.0 0.0 0.0 0.0 0.0 0.0
NUMBER OF ASSISTED FAMILIES RECEIVING SAVINGS: 0
PEA Manager 3.61 (c)86-93 * City of Plymouth
SMOMY STATISTICS REPORT (coat):
G. UNIT TYPES:
0 0.0)
SINGLE FAMILY: 5 3.1)
DUPLEX: 2 1.2)
GARDEN: 152 94.4)
HIGHRISE: 1 0.6)
TOWNHOUSE: 1 0.6)
H. HOUSING TYPES: LEASED NOT LEASED
IND GROUP RESIDENCE: 0
SALE OF PROPERTY:
0
CONGREGATE: 0
PHA INITIATED:
0
OWN MANUFACT./RENT PAD: 0
OTHER:
0
SINGLE ROOM OCCUP: 0
11.5)
0
SHARED HOUSING: 0
086-93
0
FAMILY IN CO-OP: 0 0
RENT MANUFACT.&PAD: 0 0
MOD RSH CONVERTED: 0 0
OTHER SUBSIDY: 0 0
PBC PROGRAM: 0 17
OVERISSUED: 0 0
FLAGGED: 0 0
OTHER: 0
I. TURNOVER: CERT MOD RES
AVG TIMES USED/LEASED: 0.38 0.00
J. CANCELLATIONS OF CERT/VOUCHER:
OVERINCOME: 2 50.0)
HOUSING NOT LOCATED: 0 0.0)
NO LONGER INTERESTED: 2 50.0)
OTHER SUBSIDY: 0 0.0)
OBLIGATION UNMET: 0 0.0)
TERMINATED BEFORE 60 DAYS: 0 0.0)
OTHER: 0 0.0)
K. HAP/LEASE CANCELLATIONS:
OWNER UNCOOPERATIVE: 0 0.0)
TENANT UNDESIRABLE: 0 0.0)
TENANT DECEASED: 0 0.0)
NO LONGER IN JURISDICTION: 0 0.0)
NO LONGER INTERESTED: 1 100.0)
2
SUBSTANDARD HOUSING: 0 0.0)
NO LONGER ELIGIBLE: O- 0.0)
SALE OF PROPERTY: 0 0.0)
PHA INITIATED: 0 0.0)
OTHER: 0 0.0)
Date: 01/03/94 Page.: 6
VOUCHER PUB HODS
0.00 0.00
L. 01QINR DATA: THIS REPORT ALL OWNERS
OWNERS W/CONTRACTS: 26 34
FAMILIES UNDER LEASE: 161 161
AVG FAMILIES PER OWNER: 6.19 4.74
WHITE: 2 7.7) 4 11.8)
BLACK: 0 0.0) 0 0.0)
AMER IND/ALASKAN NATIVE: 0 0.0) 0 0.0)
ASIAN/PACIF.ISLANDER: 0 0.0) 0 0.0)
OTHER: 3 11.5) 4 11.8)
PEA Mawger 3.61 086-93 City of Plymouth