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HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 06-18-1998AGEJVDY!'.. PLYMOUTRAOUSJNGM DRBDEVEWPMENTAUTNOXrjr lwreWIMat7 Mtdlcbie.LoAreCo{fe rerRomµAlyeioraJY CYq RaH 1. Call to Order 2. Approval of the Minutes of the May 21,1998 Meeting 3. Plymouth Towne Square Monthly Report 4. Resolution Adopting a Revised Administrative Plan for the Section 8 Housing Assistance Program S. Resolution Approving the T.R.A.I.L.S. Program Budget and Extension of the Program Agreement A Request: for Assistance from Former First Time Homebuyer - InfommtiorLd Report 7. Other Business S. Adjournment NOTE: Pat Pek& ng has resl8ned from the RRA drre go a name out of P&nwu& Judy Job== wW Want of town for Ibis June mmtbr& We WW need all three ren dking Commissioners for a gnoruna 41 any orker ConunbssIener cannot attend dhk ameft, praese nadjyj Ed Gobbmkh at 509-5412 as soon as poss0e. 10 at MINUTES PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY May 21, 1998 PRESENT: Chair David Crain, Commissioners Brio Helmken and Judy Johnson ABSENT: Commissioners Brad Brown and Pat Pelstriog STAFF PRESENT: Executive Director Anne Horlbor% HRA : anervisor Ed Goldsmith, Sealer ClorkiTypist Barb Peterson, Housing Technician Melissa CaraleeW, Housing Specialist Milt Dale OTHERS PRESENT: Donor Hata, Regional Director of Housing and Community Services for Walker Senior Services, Inc.; Rhonda Ferran, Executive Director of West Hennepin Community Builders; Jay Nelson, President of the Plymouth Housing Alliance; Mayor Joy Tierney; City Manager Dwight Johnson 1. CALL TO ORDER A mating of the Plymouth Housing and Redevelopment Authority was called to order by Chair Crain on May 21,1998 at 7:10 p.m. L APPROVAL OF MINUTES MOTION by Commissioner Johnson, seconded by Commissioner Hehnken, to recommend approval of the April 16,1998 minutes. Vote. 3 Ayes. Motion adopted unanimously. SINGLE FAMILY HANDICAP ACCESSIBLE HOUSING PROPOSAL FROM PLYMOUTH HOUSING ALLIANCE AND WEST HENNEPIN COMMUNITY BUILDERS Housing Specialist Dale presented an overview of this project. He stated that fording affordable land to build on in Plymouth is very difficult and there are two sites which are available at this time. They are located on Garland Lane and the Plymouth Housing Alliance and West Hennepin Community Builders are requesting approval of the purchase of the two lots with previously approved HRA funding for the purpose of constructing two handicap accessible houses. Jay Nelson, President of the Plymouth Housing Alliance displayed a rendeft and floor plans of the proposed home. It will be a bungalow style house and they have added features such as brick and an entry porch to keep it compatible with other homes in the area. home builder Tony Eiden has offered to put the project together. A power line which runs through the property will be placed underground before this development begins. There is also a large berm along the back of the property. A Presentation has been made to the Seven Ponds Homeowners Association and flyers were distributed to neighbors explaining the project. City staff, the developers, and Council Members have received calls from people who are worried about the impact this proposal will have to the value of their homes. The City Assessor has indicated that if the homes are well designed and compatible with the boom in the area, they should not have an effect on values in the area. Commissioner Johnson said she had talked with some of the close neighbors and they were worried Plymouth Housing and Redevelopment Authority May 21,1998 Page 44 about these homes blending in with theirs. She asked if they will be part of the homeowners association. They will and the homeowner will need to pay the association fee. Mr. Nelson feels thisisagoodareaforthedevelopmentofthesetwoaccessibleunits. Chair Crain asked about the possibility of having basements in these homes. Mr. Nelson said the cost was prohibitive, given the funding that was available. D:rcctor Hurlburt asked if the two homes would have the same floor plan. Mr. Nelson said they would be very similar. Commissioner Johnson asked what the income limits are for the applicants. CDBO funds have a limit tied to 80% of the area median income. One of the applicants has an income of app udmately30.000 which would qualify for a mortgage of 595.000. It has been difficult to find disabled persons with incomes sufficient to qualify for financing without being over the income limits. The staff and the developers have been discussing placing "equity appreciation" mortgages on the p'-:-nerty to cover the assistance put into these properties and to keep dm. affordable over de long term. the homebuyers would receive appreciation based upon tbeir down payment and amount of financing. When the homes are resold, the assistance would be repaid plus applicable appreciation, unless the home is sold at a reduced price to a qualifying purchaser. The HRA and the other agencies would also be granted a "right of first ref issl" to purchase the property for resale to an eligible buyer. A discussion was held regarding whether or not the neighbors have had enough notification regardingthisprojectandtheappropriatenessoftheHRAprovidingfornahnotificationtoneighborsbeforeit considers funding specific activities. It was concluded that the developers had provided sufficient information and opportunity for comment to the neighbors. In addition comments heard by staff andCommissionerJohnsonindicatedthattheissuesraisedhadbeenadequatelyaddressed. MOTION by Commissioner Helmken, seconded by Chair Crain that the HRA approve the requests of Community Builders and the Plymouth Housing Alliance for the purchase of two lots in the Seven Ponds Addition for affordable handicap accessible housing, to extend the purchase deadline for an additional 90 days and for the use of the HRA's attorney to draft legal documents associated with the purchase and sale of the two lots with reimbursement to the HRA from the developers of the project. Vote. 3 Ayes. Motion carried. 4a. PLYMOUTH TOWNE SQUARE MONTHLY REPORT Supervisor Goldsmith stated that time were no additional comments on the report. Donna Flasta was present at the meeting reprssenting Walker Management. She stated that things are going very wellatPlymouthTowneSquare (PTS). They are in the process of recruiting new caretakers. Apartment dnrn0vers have recently increased. Ms. Flaata said that the fourth and fifth year are when more turnovers begin to occur. The waiting list is at 249 right now. 46. PLYMOUTH TOWNE SQUARE EXTENSION OF MANAGEMENT AGREEMENTWITHWALKERMANAGEMENT Walker is requesting that their management agreement for PTS be allowed to renew, tot another year. HRA Supervisor Goldsmith reported that he does not see any reason not to renew with Walker for another Year. Commissioner Helium stated that he also supports Walker and that they have done agreatjob. Plymouth Housing and Redevelopment Authority May 21, IM Page 44 MOTION by Commissioner Helmken, seconded by Chair Crain, recommending that the Board allow the Management Agreement to automatically renew for one year after December 31,1998 by taking no action at this time. Vote. 3 Ayes. Motion adopted unanimously. S. SECTION 8 ANNUAL CONTRIBUTIONS CONTRACT (ACC) HUD has presented a new ACC for execution by the HRA to provide an additional $30,498 in contract authority. This is to partially restore $355,689 in ACC reserves that had previously been recaptured by HUD. MOTION by Chair Crain, seconded by Commissioner Johnson, to adopt Resolution 98-11 authorizing execution of an annual contributions contract. Roll Call Vote. 3 Ayes. Resolution No. 98-11 adopted unanimously. 6. 1999 CITY BUDGET PROCESS Supervisor Goldsmith reviewed the report with the Board and vsked if there were any comments in regards to the proposed budget issues. City staff have been asked to keep budget increases to a minimum. The Data Rooming allocations will decrease by 0.5°/., while Management Facilities allocations will increase 139.796 to $10,946. The City allocations in the HRA General Fund and Community Development Block Grant budgets are already funded with HRA property tax levy, rather than program foods. The Section 8 budget funds the allocations with program funds. Walker has indicated that rents at Plymouth Towne Square (PTS) may need to increase. The HRA chose not to pass any of the last rent increase through to tenants receiving subsidies. This would require the HRA subsidy for PTS to increase. The possibility of again requesting an additional staff position was discussed. We did not get approval for the additional position last year primarily due to concern over the City levy limits. Chair Crain voiced some concerns regarding the City allocations, especially the increase in the Facilities Management allocation. Money used for the allocations takes money out of programs. This is a major concern. There are quite a few items that are at 0 inflation. Some of these may need to be adjusted in the future. City Manager Johnson said that the inflation rate is stable and not every item needs to be increased. He also indicated that when necessary items can be increased. Supervisor Goldsmith stated that each line item would be individually reviewed and revised as necessary during the budget process• 7. NOMINATION AND ELECTION OF OFFICERS. Commissioner Helmken nominated Chair Crain for another term. Commissioner Helmken accepted the nomination for Vice -Chair. Commissioner Brown was nominated as Secretary. JVote. 3 Ayes. Motion to elect the Commissioners nominated as Officers passed unanimously. Plymouth Housing and Redevelopment Authority May 21, IM Pop 44 S. RESOLUTION AUTHORIZING SUBMISSION OF AN APPLICATION FOR THE MINNESOTA DEPARTMENT OF TRADE AND ECONOMIC DEVELOPMENTS CONTAMINATION INVESTIGATION AND RAP DEVELOPMENT GRANT PROGRAM Supervisor Goldsmith brought the HRA up to date on the Village At Bassett proposal. Another developer, John Allen, has entered into a purchase agreement with the owner of the development site. Mr. Allen has offered to sell the residential portion of the property to The Rottlund Company and develop the commercial portion himself. Mr. Allen wants to edarge the sine of the proposed office building. Staff have met with him and Rotdund and indicated the limitations to developing the Commercial site as part of a tax increment housing district. Rotdund wants to purchase the Phase 1 property to develop 71 townhorne units and sell the senior site to CommonBond Communities for development of the HUD subsidized senior housing . They also want an option to purchase the residential portion of Phase 2 to build an additional 100 townhome units. Tle application to the Department of Trade and Economic Development (DIED) is to provide funding to assist Rotdund to complete its investigation of the contamination on the Phase 2 property. Ager completing the investigation, Rottlund would work with the City to develop applications to DIED and the Metropolitan Council for contamination clean-up funds for the property. The CityCouncilhasauthorizedtheHRAtosubmitthisapplication. Motion by Chair Crain, seconded by Commissioner Johnson, to adopt Resolution 98.12 authorizing submission of an application to the Minnesota Department otf Trade and Economic Development's Contamination Investigation and RAP Development Grant Program for the proposed Village at Bassett Creek Development. Roll Call Vote. 2 Ayes, I Abstention. Resolution No. 98-12 adopted, with Commissioner Hehnken Abstaining - 9. TJLA.LLS. Moodily Report The T.R.A.I.L.S. program agreement and budget will be brought before the Bard at the Jure meeting. 10. Request for Assistance from Former First Time Homebuyer This item was tabled until the next HRA mating. 11. Other Business There was no other business. Mating adjourned at 9:45 p.m. 3 MEMORANDUM TO: ANNE HURLBURT ED GOLDSMITH FR.: Melody Burnham, Housing Manager Plymouth Towne Square Date: JUNE 1998 RE: PTS Monthly Report for April 1998 Monthly Financial: April Financial Statements (see attached). Guest Room Rentals - Guest room rented for 9 days Laundry - this reflects timing on emptying the machines PO/Misc. - cost associated with fire in 131 GA/Advertising - Cost of Running ads for FT -Caretaker GS/Pumb. Svs - New Copy Machine/Maintenance Contract Occupancy/Marketing: 97 units leased plus 2 caretaker. May Newsletter and. Resident Council Meeting Minutes (attached) Plant Operations (May): Windows washed inside and out Outside Parking Lot Swept Additional venting added to soffet in corners in back of building Siding repaired from wind damage Bark Chips replaced Installed chair rail from elevator to recycle in garage Put chains across back driveway Resident Services: (May) Set up free hearing tests & monitoring Medallion Hunt Hat Luncheon M & M count each week Plymouth Rockers performed Treble Tones entertained Dice Game Special Coffees held Silent Auction/box lunch Goals Achieved This Report Month: (May) Advertised for Full-time caretaker interviewed 10 applicares for FT Caretaker position Hired caretaker to start July 1 Rented Apt 222 for Jure 1 Held. May Month Activities Received vacant notice for 2 -bedroom on first floor and rented it for July i in one day Goals for Next Month: (,lune) e Send out now Waiting List Letters Rent Apt $22 (vacant in September) Orientation for new caretaker Turnover caretaker unit 101 Repair Apt 313 and Dining room from winter leaks 1f you have any questions, please contact me at 550-9525 CC: Donna Flaata i > i -9i"° Ya 9 ii r/ 9r ii¢ I Dov s ; ,. > /' yr ,l s'r i , s /a s'; i L'rc / F.2 5 ' E x/ s....`.il [r. i31/yisa .c:4F5: a.{r..t i..,,..'iJi< Yc f 2 3 a at''.'%.u../s d,:.aYf_;. c..s i.. ; 4 ..Ga :' s G:e%t ,, .,_ r ,,., mow: c;uxla ,.. E«..L,2 ,.,., .:.., r Resident Meeting and Lkatich May 12,1998 Those attending: Bettie Allison, Art Hallberg, Lil Niggeler, Ed Hansen, Marty Dusk, Barbara Buchholz, Dorris Whyte, Mary Disch, Ruth Clark, Lee Smoots, Melody and Kathy. The incoming and the outgoing council had lunch. Melody thanked the members that were leaving - Bettie, Lee and Barbara and presented them with a gift. Welcome new members - Ruth, Art, Ed and Pat (Pat could not attend). Meetings are always the second Thursday of every month at 1:00. Suggestions can be put in either the box by the office or the one in the Library. New siding has been put on parts of the building, the windows will be washed, landscaping is being done with new bark chips, along with a planting area by the benches. We are in the process of looking for a full-time caretaker. The Bi -laws will be changed so that nominations for Resident Council can come from any floor, rather than specific floors. The parking lot lights that are on during the day are regulated to go on at certain times. The lawn sprinklers are set to go on automatically, but can be shut off if it is raining. Pet policy of allowing dogs in the building was discussed. There are still a few residents that feel that it is very dark outside of their windows, and are wondering about a outside security light. The Treasures report was read. We will have our PTS BBQ on August 4th, National Night Out. Ed Hansen will be our new Chairperson. w J V Plymouth Tern. Squats Cash Flaw AnalyaN Fear Menge Ended App N. IM YTO AC" YTO BudaM Vadana Anneal Budeet Revenues: Renallneoms 6204,1104 SMA45 11,946 H219 9.063 6763.663 28,929IegahnsMh -, TOW Revs ues 111,9N 6263.621 6272.163 611,1211 6617.1$6 AcO Ma and RNMeM SaMees 712 ON 104) 5.6131 lbuaslysPbg 4264 11,933 409) ISA60 Pbel Opefflu" 6 Msldsemme 20.2118 27.246 IAN) MAN Lgmn 17A89 MIAIO 6.927) 60.960 PtsOmly & Related 10,946 IOA66 60 t0AN Gomel & AdmNblm6ve 311.9111 63,9N 12.3631 1031.084 Teal Operating Roponsas 63.600 104,9319 14,1310) 2NA4I Memo helsre bbmi. Dep UNM 163.912 107.70. 26.263 OMAN and Amortlaslb:t Dprectatiee and AmoNsdbe EsPeese 74.4317 74.3147 N 223.261 neem@ I (Lena) Before IMamt 118.676 931.407 26.108 3107.248 bbrest EsPaasa 104.976 104.076 0 3131.600 Rel haeme (Loss) 131 07 11 18L 167 Ad)eshasda to Cash Flew: Opreela00n 8011.8319 611.761 S66 6206A63 AmsNea6on 6063 6.636: IONSDeer. gnu.) Is Receivables IAN 0 IAN 0 Cm. Ong.) In P:pdde S60 0 ON 0 Dau.) tau. InANP 8 Aopved EaPaseaa 10.819 0 10,819 0 Accond Real BOW Tama 7.410 6.9031 427 21.463 Accrued I - 104.976 104.976 031131.600 Real Estate Ten IS I in 22263) 0 22.2110) 22.460) Copied ImplavemeMa 0 0 0 6,188) ueamoroasd Orgaswtlan costa o 0 0 0 hwaahMMaConsovellon Fund 0 0 0 0 Depea31a b Debt BsMce Fu W-PrW. tl s3A$) 331.313121 1) 101260) Dep0a6a to Date Smvlca Fwd4rAwd 104.976) 104.976) 0 312,960) DsM Ba:wlea Fued4ntared h100nm 16,963) 30 2) 9.000) 26.7211 M"Bbnonw4ap1wbapmvsmnb M.H11 10.9601 1.789(!9.7001 Subuld 612.3129$29.420 317.107) 60.424 Inetsw (Deomose) In Cash III&M 6ITAN ie 632 642117 Cash Baboo@, BpNnhp of Year NlAN N2A9e so Nl,9ea Cash Balance. Apol 310, INS 10"M MO—" e 6; 116 6331 V PLVMM Twit SRRRE BALANCE SIOI:I Apr 3o B8 tmmlvn ASSETS CURRENT MTN BALANCE 811131m BET CtANrf CURRENT ASSETS: PETS GSR COMING; ' OPERATIONS swim 1.000.00 53.441.29 1.000:00 0.z06.S3 0.00 25.25.76SECURITYDEPOSITS33.586.91 32.890.02 694.09 MAL CASE 80.026.20 62.096.35 25.929.85 ACOMETS SECEIVABLE-TEIWTS ACCOUNTS RECEIVABLE-OTM 21.00 93.90) 114.90 140.00 1.256.50 1.114.50) TOTAL RECEIVABLE iii:;; 1..•16A0.60 •ME 990.60) INTEfEBT RECEIVABLE 18.562.29 0.00 is.s6z.29 DST SERIIItf tN1EREtT IRiE1VABlE 0.00t8.i6z.29 18.162.29 PREPAID INSURANCE - GENERAL PRETOIO IRPENSE - OTNER 2.622.23 4.85.06 2.212.83) 1.938.82 676.32 1.262.s0 TOTAL PREPAIOS S.511.38 950.33) TOTAL CURRENT ASSETS 4-561.0 111.310.54 68.768.5 42.162.21 PROPERTT. PLANT. ARD EQUIPIBT: Lin IN6i 8 IINRYBpTS 459.246.00 5.621,0 13 459.57.00 5.621.612.23 0.00 LAW6/10 71ilOY6ER1s P RN 8 EQUIP - 6EIERAL W M 4B.S43.00 0.00 0.00 EQgPI1BR - COIp)tEN 158, 22 1.0.•..30 158 487.22 1,814.30 0.00 0.001198EQUIP - R001E1turtRt pLESSACOBATED Me 0 IATIN 1.015.15 1.01S.1S 0.00 717.117.86) 648.278.93) 611.838.91) TOTAL PROPERTY. PLAIT, 8 EOOIPNM OTRQ 5.573.621.06 5.642.459.9E 68.818.91) ASSETS: IMSIB M-OONSTRUCTION PURR lR T1®ITS4MlM CAPITAL 32.300.00 40.000.00 7.700.00) INOESINENIS-OW SERVICE RRQ INIAORIRRRRTIB2Tt-CAPITAL 485.036.03 S65.407.29 1n.56.03 584.561.47 7 .70D.00 1.1St.10) tIR. TI0 START-UP COSTS 79.501.60 71.50.41 8.111.19 iRARRTI2® ORGANIZATION COSTS 2.1QO.Is 155.166.56 USSmo. ls 166.56 0.00 0.00LESSACGRRBATWARORTIUTIMs6.734.92) 53.137.06) 5.597.80 TOTAL OTRER ASSETS 961.606.71 978.247.58 16.660:87) TOTAL ASSETS 6.646.538.29 6.60.475.86 42.937.17) cm tinnd) LIABILITIES AM INNS BALANCE Glow BALANCE SET A..... 0........ w.... GMEMT LIABILITIES: ACOMM PATABLE 14.6SS.S9 5.706.17 8.969.0 ACCAI® SALARIES AS W6ES 4.379.89 1.005.20 2.96.61 ACCDJW E10EBSE11 6.005.05 7.510.36 715.311 COTRM MTIRITIES - LORO TEM 100.000.00 100.000.00 0.00 S19RIITTALUT LIST OEPOOITS 31.561.06 31.SM-34 10.70 TOTAL At A ACONIED EXPENSES 157.390.57 146.500.15 10.019.0 ACC11051 INTEREST 26.2R.7S TB.731.25 52.{07.50) AMM REAL ESTATE TANS 7.409.67 22.279.71 14.070.06) OTSR CLgffM LIABILITIES 35.653.0 101.010.96 67.157.54) MAL CAMM LIABILITIES 19:.032.99 247.591.11 S6.S3B.12) LORE TEM ONT: 0005 PATABLE S.4n.000.00 5.03.000.00 0.00 TOTAL LOE6 TEM BEST S.4a.000.00 3.0S.000.00 0.00 I1tp SALLA , OOIITOISM CAPITAL 1.000.000.00 1.000.000.00 0.00 PARIVERS6 OENCIT 16.006.75 16.004.75 0.00 SET INCOME (1.0811) 13.600.53 0.00 1e.600.SS MAL RAS mum 1.030.405.30 1.016.006.75 13.600.0 MAL LIABILITIES i Nm BALANCE 6.666.530.29 omsmoc 6.609.4?S.06 coos... 0.937.57) csmmcm REVENUE: APARTIM RENT NRA INDIVIOUAL SUDSIOT VACAM-CARETA72l VACA Cf FACTOR - APANTNIR VACAM FACTOR - SUBSIDY VACANCT - CARETAKER WAS GARAGE RENTAL NEAUTT MM RENT GEST 1001 METAL$ LAIRDRT NISCELLANEOS INVESTMENT WOOF TOTAL REVENUES EXPENSES: RESIDENT SERVICES: MISCELLANEOUS RESIDENT plock IO SUPPLIES - GENERAL TOTAL RESIDENT SVCS NOSEN EPING: SALARIES BENEFITS PURCK. SM -IM REPAIRS AID MAINTENAMCE SUPPLIES - GENERAL TOTAL IIOREMEEPING PLTNOJIN TOM SOWS STATEMENT OF EARNINGS 4 Ma1T0 ENM Apr 30 98 UNAUDITED CURRENT VAR. 1 TTO TTD 9111.1 JANIMRT 1998 - TN BUDGET VARIANCE Of M. ACTUAL MIDGET VARIANCE OF DD. DEAR Im BUDGET• . 43.08.0 43,098.00 0.00 0.00 172.392.0 172.392.00 0.00 0.00 517.176.00 21.7%.00 21.7%.00 0.00 1. 1. 87.176.00 87.176.00 0.00 0.00 261.528:00 1.307.00• 1.307.00• 0.00 0.00 5.228.00• 5.228.0• 0.00 0.00 15.604.0- 508.00 349.00- 64.00 264.70 983.15 1.396.00• 2.379.15 170.43 4.192.00- 625.00- 186.00• 439.00- 236.02 1.802.00- OD- 1.058.00• 142.20 2.227.0- 50.00- SO.0- 0.00 0.00 200.00- 200.00- 0.00 0.00 600.0- 1.725.0 1.725.0 0.0 0.0 6.90.0 6.90.0 0.0 0.0 20.70.0 125.0 125.0 0.0 0.0 50.0 500.0 0.0 0.0 1.500.0 315.0 10S.00 210.0 200.0 735.0 315.0 420.0 135.33 1.715.0 679.0 850.0 171.0• 20.12 3.163.25 3.400.0 236.75- 6.96 10.200.0 0.0 60.0 60.0- 10.0 45.0 330.0 285."- 86.36 200.0 4.1189.6S 1.93S.0 3.054.65 IS7.66 111.856.38 G.%G.0 9.908.38 110.73 26.629.0 71.248.65 67.80.0 3."8.65 5.09 2113.520.78 272.393.0 11.127.78 4.09 617.135.0 16.74 20.0 3.26- 16.30 16.74 80.0 63.26- 79.0 20.0 103.50 104.0 0.50- 0.48 362.43 416.0 MST- 12.118 1.613.0 63.36 10.0 36.66- 36.64 333.16 40.0 66.84- 16.71 1.560.0 183.60 224.0 40.40- 18.04 712.33 06.0 183.67- 20.50 3.613.0 0.0 16.34 83.34- 10.0 20.83- 333.36 362.19- 108.65 1.00.0 0.0 12.50 12.50- 10.0 4.32- 50.0 54.32- . 10!{.64 150.0 0.0 2.30.0 2.30.0- 10.0 3.751.60 7.80.0 4.048.40- SIM 10.10.0 0.0 50.0 50.0- 10.0 74621 10.0 25.79- 25.79 20.0 4.111 1SOM 145.12• 96.75 41.74 650.00 178.26-, 27.42 2.4':.:!0 4.88 2.595.86 2.590.96- 81 4.264.40 8.933.36 4.668.96- S2.m 13.950.0 OMRENT YAR. i TTD TIO 9Al.2 6ABNART I998- NOSTN RIOSET VARIANCE OF SUE. ACTUAL OOGET VARIANCE OF 810. OECBM 1998 IRMT. . continued) PLANT OPERATIWS ASO MAINTENANCE& SALARIES 810.86 1.387.00 516.16- 61.56 3,729.92 5,566.00 2,216.00- 39696 16,639.00 BEIEi11S S6.1F 208.00 153.83- 73.96 651.21 832.UO 380.79- 65.77 2.696.0 AVT. REWILITATION 35.01 75.00 39.99- 3.32 212.65 300.00 87.35- 29.12 1.000.00 CARETAQR.ALLOY ES 50.00 0.00 0.00 0.00 150.00 200.00 50.00- ZS.00 60.00 PINION. SKS-BLOC 1.911.36 6.975.00 3,063.66- 61.58 5,767.03 13.595.00 7.867.97- 57.73 31.765.00 REPAIRS 8 RAW. S78.56- 700.00 1.278.56- 182.65 2.795.12 2.725.00 70.12 2:57 8.500.00 S10PLIES - Guam 13.13 300.00 286.87- 93.62 1.509.55 1,500.00 9.55 C.66 6.500.00 TRANS REIOYAL 69.28 75.00 121.72- 21.17 2;066.28 2.300.00 235.72- 10.25 7.350.00 NISCELLANEOUS 8 FIRE MLA 5.595.61 50.00 S.S65.61 9.120.62 250.00 8.670.62 otlMs 1.000.06 TOTAL PLANT OPERATIONS 8.366.68 8.320.00 24.68 0.30 25.300.16 27.268.00 1.867.02- 6.85 7.850.00 UTILITIES& UTILITIES-ELEC. 1.316.57 1.739.00 626.63- 26.61 5.633.82 6,736.00 1.302.18- 19.33 23.350.00 UTILITES-GASMIL 1,259.97 1,F68.00 508.03- 267 9,372.25 13.780.00 60607.76- 31.99 26,000.00 UTILITIES -PATER 816.69 990.00 175.51- 1773 . 3.083.32 3,300.00 216.68- m... 6.S7 11.000.00 TOTAL UIIl1TES 3.389.00 6,697.06 1.107.97- 26.66 17.889.60 23.816.00 5.926.60- 26.86 60.350.00 PSIX RTT AND RELATED: AMORTIZATION 1,399.67 1,399.00 0.67 0.03 5.597.68 5.996.00 1.88 0.03 16.788.00 OEPNECIATICS 17,209.73 17.216.00 6.27- 0.02 68,810.91 60,751.00 87.91 0.13 206,663.00 DEPRECIATION 8 AIORTIZATI 18,609.20 18.613.00 3.80- 0.02 76.636.79 76.367.L'0 89.79 0.12 223,251.00 INTEREST E1IPENSE - MOA 26.263.75 26.263.75 0.00 0.00 106.975.00 106.975.00 0.00 0.00 313.500.00 TOTAL INTEREST EXPENSE 26.263.75 26,263.75 0.00 0.00 106.975.00 106.975.00 0600 0.00 313.500.00 INSURANCE-PROPERTT 1.211.79 786.00 627.79 56.57 S.S36.0 3.0B2.00 652.83 16.69 9,616.00 REAL ESTATE TAXES 1,922.68 1,819.00 103.68 5.70 7,609.67 6,983.00 626.67 6.11 21,680.00 8010 FEES 0.00 6 ... 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 PBOPERTT 8 RELATED 3.136.67 2,603.00 91.67 20.62 10,966.50 10.065.00 879.50 8.76 30.896.00 e"In ed) GENERAL AND ADMINISTRATIVE: SALARIES -DGR SALARIES -MIN BENEFITS NO mus CORP ADVERTISING -PERS. AUDIT N ACCOUNTING ARO AID TRAVEL COPIER LEASE BAK SERVICE CEARGE COURIER SERVICE OYES 8 SUBSCRIPT. TAX PREPARATION FEES INTEREST -SEC. DEP. IDRCEReS COP. CLAINS LICENSES AND PERMITS IIANAGENENT FEES INSURANCE GENERAL MEETINGS 8 SENINARS POSTAGE PRINTED COBRRICATIONS PURp SERVICES LEAD RANK - DATA INPUT REPAIRS 8 MINT. SPECIAL EVENTS SUPPLIES TEL NISCELLAEOUS TOTAL GOMM 8 ADRIN. TOTAL OPERATING EXPENSES EARNINGS (LOSS) CURRENT VAR. z TTO TTO VAR.% JANWRT IM- 1111TR BUDGET VARIANCE. OF SUD. ACTURE BUDGET VARIANCE OF BUD. OECENSER 1990 BUDGET. . 1.524.07 1.001.S0 277.43- 15.40 6,629.30 6.911.00 201.62- 4.07 21,265.00 1.351.50 1.u9.00 2.50 0.19 5,303.91 5.306.00 2.09- 0.06 16.757.00 167.63 472.50 304.07- 66.52 1,611.20 1.042.50 231.30- 12.SS 5.700.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 ISMS 75.00 81.75 109.00 156.75 300.00 143.25- 47.75 600.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4,100.00 40.75 50.00 1.25- 2.SO 170.76 200.00 29.24- 14.62 600.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0400 25.00 25.00- 100.00 0.00 100.00 100.00- 100.00 300.00 94.811 0.00 94.88 0.00 379.52 1.163.00 783.48- 67.37 1,184.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 77.78 74.00 3.70 5.11 307.S1 296.00 11.51 3.89 808.00 0.00 0.00 0.00 0.00 0.00 0.00 0600 0.00 0.08 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0600 0.00 0.00 0.00 0.00 0.00 0.00 90.00 90.00- 100.00 615.00 3,312.95 3.293.00 19.95 0.61 13.233.22 13.172.00 61.22 0.46 39.525.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 120.00 120.00- 100.00 119.00 540.00 421.00- 77.96 1.240:00 86.76 250.00 165.24- 66.10 200.10 490.00 209.90- 59.16 1.100.00 21.70 200.00 170.30- 89.15 30.77 350.00 311.23- 80.92. 900.00 172.91 120.00 52.91 Be 663.75 240.00 423.75 176.56 1.200.00 0.00 0.00 0.00 0.00 0.00 6.40 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 75.00 75.00- 100.00 150.00 35.75 0.00 35.75 0.00 51.90 50.00 1.90 3.80 350.00 63.99 100.00 36.01- 36.01 361.32 415.00 53.60- 12.93 1.250.00 447.26 465.00 17.74- 3.82 1,002.80 1.860.00 57.20- 3.011 5,580.00 16.29 50.00 33.71- 67.42 207.74 200.00 7.74 3.07 600.00 7.576.97 B.44S.00 568.03- 10.28 31,317.63 33,680.50 2,362.07- 7.02 103.884.00 67,4B6.S6 71.541.59 4,055.01- 5.67 269.920.23 283.960.86 14,060.65- 4.94 823.292.00 3.752.03' WWWYt 3.741.59- WYYWY 7,503.66 YiYiiiiiY 200.55 WiY 13.600.E YiiWLT tIii 11.567.86- WiYiiYY 25.160.41 YYYYiiY 217.57 YYii 6.157.00- iWiWYY t 0,- A NOTE •MELODY Spring is finally here and the weather is beautiful. With Spring comes all of the chores associated with it. You can be looking forward to having your windows washed (both inside and outside), sitting on the porch, flowers hanging on the porch, having all of the flower beds cleaned up and new bark chips put in them, a tree and bushes planted down by the two benches, gardeners planting in their garden plots and a fun -filled month of May activities. We tried to plan some really fun activities. I hope you are all busy looking at the clues on the bulletin board as to where the medallion is hidden. Silent auctions and box lunches are so much fun - with the talented group of people we have at Plymouth Towne Square, I am sure the auction will be very creative. Anything you have in your apartment that is in good co-a¢ition but that you don't want or need would be welcome. Any service that you can provide someone like driving to the Mega Mall, making a dinner, a loaf of homemade bread, teaching someone how to use a computer, mending, ironing, etc. I am looking forward to seeing what wonderful ideas you have. If you have any questions, Kathy and I will be more that happy to help you. I would like to remind you that the caretakers do not necessarily have to work oiu the weekend they are on-call. They are on-call for emergencies medical or building emergencies only. They do not have to be in the building and if the monitoring company pages them they have 15 minutes to respond back to the building. If a pull cord is pulled on the weekends or evenings and the caretakers are not in the building, our emergency service company automatically calls 911 so you will always be taken care of. I now hope that this clarifies what on-call means. Kathy, Sally and I had dinner with April last week and she sends her love to each and everyone of you. She loves her new home, but misses all of the wonderful neighbors she has at Plymouth Towne Square. I tried to get her to come back and be our full-time caretaker but she does not want to give up her home. Guess we can't blame her. f Q HEARTBURN What is heartburn? Heartburn (also known as acid indigestion) is a painful burning sensation at the base of the breastbone. Although heartburn is not a major health threat, the pain can be so intense that it is mistaken for a heart attack. Symptoms A burning sensation behind the breastbone. Nausea, belching or bloated feeling, a sore throat from acid reflux. The following are symptoms of a heart attack that differ from those of indigestion: Intense chest pain, perhaps radiating to the neck, jaw, back or arms. Breathlessness. Fainting. Numbness in a limb. Sudden nausea and vomiting. Cold clammy feeling. Sweating. What causes heartburn? Heartburn is caused by a backflow of stomach acids into the esophagus. Certain foods or circumstances greatly increase the risk of heartburn. Overeating, consuming alcohol, cigarette smoking, and eating fatty or spicy foods can lead to acid indigestion. How is heartburn treated? Prevention is the best approach to controlling heartburn. Eat small meals and avoid or cut back on aspirin, coffee, cigarettes and alcohol. Avoid wearing tight belts and other constrictive clothing. Wait at least two hours before lying down after eating. Also, avoid bending over immediately after a meal. If CWOIi MOMMMho,; NN heartburn occurs after going to bed, use extra pillows or elevate the head of the bed. When should 19" a doctor? If the pain is unusually severe and is accompanied by nausea or vomiting, numbness in a limb, or a cold clammy sensation, it may be heart attack instead of heartburn. If these symptoms occur, seek immediate emergency medical aid. A doctor should be consulted if heartburn occurs on a regular basis (two or three times a week). moi Please contact your doctor before taking any over-the-counter medications for treatment of heartburn. Some heartburn medications may interact in a harmful way with other medications and your doctor should determine whether it is an appropriate treatment for you. M&M GUESS - every Monday we will put a new jar of M & M's out for you to guess how many there are in the jar. Every Friday we will announce the winner (on the board outside the office at 2:00) and that winner will get to keep the jar of M & M's. HIDE THE MEDALLION- every day during the week of May 4th we will give you daily clues (on the bulletin board) as to where the Medallion is hid. Find the Medallion and see what your prize is! SILENT AUCTION -MAY 5th -12:00 - we will need donations for this event. There will be someone calling you for a donation. It could be a centerpiece, a service you can do, take someone shopping, iron for someone, a craft item, cook a dinner for someone, a special dessert you make, a special casserole, etc.- etc. -etc!!!! Please bring your donation to the office by Monday afternoon. If it is a food item, just tell what it is and I will just make a certifiate. BOX LUNCH -MAY 5TH -12:00- prepare a lunch and put it in a box or bag. At the auction we will draw numbers for the lunch you will get. You can only get a lunch if you bring one in exchange.The silent bidding for auction items will go on while we eat. COME JOIN THE FUN! TREBLE TONE SINGERS -MAY 7TH - 7:00 special music presented by a group of women singers. SALAD LUNCH (wear a hat) MAY 11TH -12:00 - the sign up sheet will be on the bulletin board, the week of May 4th. If you do not We want to bring a salad, the tickets will be $4.00. Everyone is encouraged to wear any kind of hat. PLYMOUTH ROCKERS- MAY 12TH- the Plymouth Rockers will sing for you plus there will also be a missionary talk on Africa. HOLY NAME CHILDREN'S CHOIR- MAY 14TH -10:30 -the children's choir from Holy Name will perform for you. After we will have coffee & donuts during the singing. BAKE SALE WILL FOLLOW THE SINGING. DICE GAME - MAY 19TH- come and join the fun! This is a great s . game. PLEASE BRING A NEW WRAPPED $2 GIFT. You can only play if you have brought a gift. We will have popcorn and lemonade after. DON'T FORGET THE COFFEE ON THURSDAY MORNINGS! Any money that is made from these events will go toward a summer picnic.) REMEMBER TO KEEP YOUR APARTMENT DOORS SHUT TO THE HALL. PLEASE BE RESPECTFUL OF EVERYONE'S APARTMENT AND THEIR PRIVACY. ALWAYS KNOCK AND WAIT FOR SOMEONE TO LET YOU IN. WE HAVE ALSO HAD AN INCIDENT WHERE SOMEONE REMOVED A RESIDEN"S CLOTHS FROM THE DRYER TO DRY THEIR OWN WASH AND THEN PUT THE RESIDENTS WASH RACK IN THE DRYER. NEEDLESS TO SAY, THIS IS NOT VERY KIND! VI SOUCY - is home and is coming along real well. She is getting therapy and has home health people in to help her. She has commented on just how much she has appreciated all the cards and calls from all of you. DICK TELL -Js in St. Louis Park Plaza Nursing Home. HOWARD NIGGELER- is at Trivila of Golden Valley after spending some time in North Memorial Medical Center. LORETTA BUSS - passed away April 9th. Her family brought a cake for the residents in memory of Loretta. She will be missed by many. passed away in April. II IPYO•r i•5 A t A little boy came up to his mother in the kitchen one evening while she was fixing supper, and he handed her a piece of paper that he had been writing on. After his mom dried her hands on an apron, she read it, and this is what it said: For cutting the grass 5.00 For cleaning up my room this week 1.00 For going to the store for you 50 Baby-sitting my kid brother while you went shopping 25 Taking out the garbage 1.00 For getting a good report card 5.00 For cl,-sning up and raking the yard 2M TOTAL 14.75 Well, I'll tell you, his mother looked at him standing there expectantly, and boy, could I see the memories flashing through her mind. So she picked up the pen, turned over the paper he'd written on, and this is what she wrote: For the nine months I carried you while you were growing inside me, NO CHARGE. For all the nights that I've sat up with you, doctored and prayed for you, NO CHARGE. For all the trying times, and all the tears that you've caused through the years, there's NO CHARGE. When you add it all up, the cost of my love is NO CHARGE For all the nights that were filled with dread, and for the worries I knew were ahead, NO CHARGE. For the toys, food, clothes, and even wiping your nose, there's NO CHARGE, son. And when you add it all up, the full cost of real love is NO CHARGE. Well, friends, when our son finished reading what his mother had written, there were great big tears in his eyes, and he looked straight up at his mother and said, "Mom, I sure do love you." And then he took the pen and in great big letters he wrote: "PAID IN FULL." L JA - M. Adams Y'MAK IOU R 4ARDEM ,GROW Eleanor Mickey) Larison Mickey was the third of five daughters no sons born in No. Hibbing, MN, as were my parents. My grandparents (and great-grandparents) were pioneers on the Mesabi Range. We graduated from the first French Castle style school in So. Hibbing atter moving there, as the Mahoning Pit was literally eating up No. Hibbing. This gorgeous school is from K-12 and Jr. College, a part of the U.of M. The mining company built it. I attended it from 6th grade through my 1 st year of Jr. College. Harsh winters had us with many illnesses. My dad renovated an old cabin at Sturgeon Lake where we spent fourteen summers in the sunshine and water sports! Those vere the days, my friends, we thought they'd never end!" World War II changed it for all of us. I was lucky for another year of schooling with photography and art my great pleasures! I worked at a photography studio until Howie, my high school sweetheart, returned from the European Invasion and Victory in Europe with the 2nd Armored Division. We were married in 1946. Howie worked in the food industry which took us to Minneapolis, then Milwaukee, and gratefully back here again, when we moved to Wayzata in 1959, , the little town, "way out there!" Pam was born in 1947, Baby Howie was born in 1950 with Down Syndrome and died a month after Greg was born in 1951. Candy was born in 1957. It's been our joy to have them live near here, as do our 6 grandchildren! I also enjoyed living at Lake Independence for 11 years from 1976 on! Our parents came close by in their declining years, so we could help them. They died here. It gave me rrecious time to know my mom as a friend instead of her as child who married young! Howie had two heart attacks; his main aorta was replaced, then also down his left leg. I had my aorta (heart) valve and the aneurysm above my heart replaced in 1994. In 1996 Howie had 5 by-passes and a leg aneurysm repaired. Then lung cancer was discovered in October 1997. He died of pneumonia in December 1997, after 22 radiation treatments as the cancer took over his body. We'd signed up to live at Plymouth Towne Square, and now I am the one to move here from Cimarron East. There are friendly greetings and a warmth that says to me "Welcome Home." "Thank You God!" . NEEDED - Residents to write a short story about yourself. Please turn it in to Kathy in the office. PLEASE -PLEASE -PLEASE!, (amu) NEW COUNCIL MEMBERS -CONGRATULATIONS 1st Floor Ruth Clark 1 st Floor Pat Lambie 2nd Floor Art Hallberg 3rd Floor Eddie Hansen ALTERNATES - Marty Dusk Gail Norman The first meeting will be on May 12th at noon, in the Activities Room. It will include the outgoing and the incoming members. J Remember to save your Campbell soup labels for the school kids.Leave them in the basket in the Activities Room. Y BIRTHDAYS NANCY MURRAY 1 Apt. 114 ELIZABETH QUAST 2 Apt. 212 LORRAINE OTTESON 5 Apt. 326 PAT MICHELS 5 Apt. 130 MELVA CAMPBELL 6 Apt. 114 ALICE HEINE 14 Apt. 113 BORUKH PLOTKIN 17 Apt. 217 MARY DISCH 20 Apt. 121 TED SOLLE 21 Apt. 233 LILLIAN RONNEHERG 23 Apt. 328 IRVING NELSON 24 Apt. 310 MAE SEPPA 25 Apt. 303 MARTY DUSK 26 Apt. 320 EDYTHE HANSEN 27 Apt. 315 NEW COUNCIL MEMBERS -CONGRATULATIONS 1st Floor Ruth Clark 1 st Floor Pat Lambie 2nd Floor Art Hallberg 3rd Floor Eddie Hansen ALTERNATES - Marty Dusk Gail Norman The first meeting will be on May 12th at noon, in the Activities Room. It will include the outgoing and the incoming members. J Remember to save your Campbell soup labels for the school kids.Leave them in the basket in the Activities Room. I ol, _ . TV- _ ! t /ki, _ / r Marguerite Schiebe just retumtd from a trip and has a video of Italy she will be showing in the Activities Room, d. 11 r ...YOUR VERY OWN TRAVEL LOG! r V\V\lG\\iA\iA\iAliA\GA\O\\GOA\\iAV\V\\A\i AVG\\iAl\V\VG\IiAV \TAIGA\G iA\G\\GOO\\O\V OiAVG\\iA\G\\G\iA\iA\iAVG\V\l/\\iA\i00\\iAV\V\G\lam\V q DRINKING FROM A SAUCER" I've never made a fortune And I remember times And it's probably too late now when things went wrong But I don't worry about that much, And my faith got a little thin, Pm happy anyhow. But then' all at once the dark clouds broke, As I go along life's journey, And the old sun broke through again. Pm reaping better that I sowed. So Lord, help me not to gripe I'm drinking from my saucer About the tough rows I have hoed. Cause my cup has overflowed. I'm drinking from my saucer Cause my cup has overflowed. Ain't got a lot of riches, Sometimes the going's rough, But I got kids that love me That makes me rich enough. I just thank God for His blessings And the mercy He has bestowed. I'm drinking from my saucer Cause my cup has overflowed. And if God gives me strength and courage When the way gets steep and rough, I won't ask for other blessings. I'm already blessed enough. And may I never be too busy To help another bear his load, Then I'll keep drinking from my saucer Cause my cup has overflowed. Residents are invited to attend and area wide Grief Group Meeting every' at Oak Knoll Lutheran Church. Paul Johnson from Bradshaw Funeral Homes, is currently teaching on grief from 4 P.M. until 5 P.M. Following his talk, small groups are formed for sharing personal reflections from 5 P.M. to 6 P.M. Then the gathering reconvenes at Baker's Square for a light supper, if desired. If you are interested and need a ride, call Pat Michels at 577-0256. APRIL 23.1998 Barbara called the meeting to order. Minutes were approved. Get-together will skip the month of May because of how busy it will be. Music - Sing -Along will take off May, June and July. Garden - more plots are available for planting. Pancake Breakfast -will end and start up again in September. NEW BUSINESS PTS has purchased a high chair and 4 booster chairs for residents family functions. They are in the Party Room. We also have3. cardtables and chairs that residents may borrow.. Russ Smith will be take over the can recycling for PTS. Don't forget to vote on the Bond Issue on may 19th for a new Activities Center in Plymouth. This will be built on city owned property and will be a multipurpose building There will be a meeting at Lifetime Fitness on April 30th about landscapping improvements to downtown Plymouth. Anyone may attend. Thank you to Clarice and Stella for the wonderful lunch they put on fair PTS. e We are going to need more people to help clean up after functions. If everyone does a little, it lightens the load. Air Conditioner Covers - please store your own air conditioner covers if you have room. If not, write a work order and we will store it for you. The bench donated by Hank Moss will have a plaque put on it in memory of Julie. Also a family member gave a donation to PTS so we will have bark, trees and bushes surrounding the bench. New plastic and new bark chips will be installed in all planting areas. If you need grab bars installed in your bathroom, please contact the office. The windows will be washed in and out, but the date is not finalized. There are many functions going on for May month. Watch your calendar. The Plymouth Rockers will be singing for you on May 12th at 2:00. There will also be a missionary talk on Africa. The Plym. Historical Society will have an open house May 17th from 1- 4:00 P.M. 34th and Fernbrook. TREASURES REPORT FOR RESIDENT FUND - $1, 442.51 WE HA?iY M oTH'PWS- May 1998 Monthly Planner J, lammopm UAV Dial -A -Ride Comes Every Tuesday at 9:00 AM Yw{.: `•; , • : i ':. _ _ epi !r. t•, .y.:.= a :..•. e: : _. S• ..z • • 'r,;;; .,:1 .,+'•y,. — ""- ;{ `1; ... e•..... re £``:,''.\. _Y•.r tKi 7 a).•a: i.•. v :; . 1._,••.: v .. -y: r tit y `->+'.. : ej Ili. L IOAO AM Ellodw 2 3 4 S 6 7 8 9 9:00 AM Church uP SCR70C IMAM" IOAO AM U= TApmebw UODPMSRMITAWn. MAM Gom 1150ALLI 9IRWUARU O\ A n& I.IINCII 7AOPMCarlh 7M AM U yerio airy IO OAMO Smiae 1..W AM ei9e IAO PMS DR) Ia0eANCO A m IAOPaSrmoGW 7A0 PM TRB818TONBS am= mokadc4twgs IMAM F7mdse IAOPMOAMES h00 PMI M AM \%%b 10 11 12 13 14 15 16 9.'00 AM Church Smice MOTNBR'SDAY IMAMEmm IOAOAMM=OL!(M 12IMPMSALIDLUNM a1A0MUNLOWNCRIN d 7my MSMo 7.00PIWIC m 7AOAMM00%Dwy IO.ODAMEaenae 7AO PM ffiV IO:SOAMCalmsiOasis I&XIANHOLYNAME CHILDREN CHOIR fWe31110after eltotr! 10A0AME7acue IAOPMGAMES MO PM M &MVI mtr morpor emiidee Vdmoob*(AR) 7.110PAL 17 18 19 20 21 22 23 AM 9:00 AM Church S"i" Ir 9A0 AM WdlamdWs: 10A0 AM McwCAlE M IOM AM Enscim im PAI DIMCAM610'00 7.00 PM 7AD PM Calm MRM Gots No I vma 7A0 AM Mq 71 hairy AM OIaRI Sri.:s IOAD AM Etmrae UN PM ShcsuXM) 10.•00 AM Oa@e s M IAO PM ASIGamo (AR) 7.,OoniBkqp 10.0 AM Eaoave IAO PM GAMES m PAI M!M Wiemer 24 25 26 27 28 29 30 9.•00 AM Church Savior IOAO AM Erns IOAD AM U=Oo (M 7A0 AM Mgtri IAuy 1:00 PM Ra WkW Mdg• IOAO AM OMIdseIODPsl61d(AR) 10AO AM Emlile (0y) ,d, IAO PM GAMPB MbaM 70o PM RulBa No AM Oo@ee xao PM M •M war Me7amwoP>?uBcloEso 31 SMTWTF3 SMT'WTFS 9:00 AM Church Sc iw LTi T3a s 19 7 9 ton 7 a 9 111 u n Is lau u Is Ie 17 n 1. Is le 17 as 19 m I9mat AL aN 73 at tonal asaa a7 s21ma9m ssm Dial -A -Ride Comes Every Tuesday at 9:00 AM Imoorrfiaet Notice On Wednesday, April 29 there was an incident that occurred in the building that I would like to address.. A domestic argument occurred in the guest suite which became very heated and the Plymouth Police were called. Allegedly during the police interview it was mentioned that the male party had an outstanding warrant against him. When the Police are aware of this they automatically handcuff the individual and take them down to the Police Station so this can be checked out. This is what happened, nothing more. All parties involved are extremely embarrassed and humiliated about this situation as I am sure each one of us would be. A warrant can be issued for something as small as parking tickets. I hope that this statement from me will serve as a sufficient explanation. Hopefully this will stop all rumors that seem to be going around the building. If you have further questions, please feel free to contact me. Management 1U1114r, i J CIITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, WEYMOUTH. MN :33447 DATE: June 101098 for Housing and Redevelopment Authority Meeting of June 18. 1998 TO: Anne'R/. Hurlburt, Executive Director FROM: Melissa Carmice oming Technician through Edward J. Gol . RA Superdisor SUBJECT: ADMIMSTRA PLAN FOR THE SECTION 8 FIOUSINf3 ASSISTANCE PROGRAM We recently received part three of the Conformal; Rule for the Section 8 Housing Assistance programs. There are two big changes to the program in this section of the conforming rule that allow for housing authority discretion and: therefore, need to be addressed in our Administrative Plan. The first "'op is the allowance of "over -FMR tenancies" within the certificate program. Farr Market Rent (FMR) is the limit of gross rent (contract rent and utility allowance) an owner can charge and is established by HUD on an annual basis. Plymouth currently has HUD approval to implement an exception rent of 120% of the area FMR. An over -FMR tenancy would be when at the initial lease -up of a unit. the contract rent exceeds We FMR/e=eption rent limit. previously, this was not allowed under the certificate program but only under the voucher program. The new rule allows housing authorities to approve over -FMR tenancies for up to 10% of their certificate allotmcm 8 of our 89 budgeted certificates). The rule requires housing authorities to consider an over -FMR ru ancy when a disabled family is malting a request and it is needed as a reasonable accommodation. All other over -FMR tenancy request considerations are up to the discretion of the housing authority. The second change is the approval and use of Section 8 assistance in special (rousing types. Previously. many special housing types were not allowed or approved as assisted units or required special approval and requirements by HUE. Special housing types are defined as: single roan occupancy, congregaoe housing. group homes. shared housW8. and cooperatives. The bousing authority now has the discretion of whether or not to approve these specific housing types and under what circumstances. The rule requires housing authorities to consider approval of a special bousimg type when a disabled or elderly family is malting a request and it is need as a reasonable accommodation. All other special housing type request are up to the discretion of the housing authority. The other changes involved in part three of the Conforming Rule are updates and revisions to various program definitions to address the changes in all three parts of the Conforming Rule. Staff feels that since there is such a limited number of over -FMR tenancies that we could consider that we limit the requests that we will approve to only those that are needed to matte the program accessible by disabled families. The number of special housing units and the mumber of bmUies waatioa to reside in these housing types has been very limited to non existsot. Aa song of doWftlalhousingWMarebmmqdesignedforfamilieswithspecificneeds, we should limit approval of special housing types to only dwee that are needed to make the program more accessible to elderlyanddisabledbmiiies. Staff has amended the Administrative Plan to reflect dte two recommended chaoW as gibed above. any and all revised definitions to use dw same hutguage as the Code of Federal Regulationsandotherminorrevisionstoformandgmmmer. ' I therei'ore recommend that the MA Board of Commissioners adopt the attached resohdMrevfdogthelocalpoliciesforthe8ectlan8programinplymoafh, to accordance wltb appgaftBEIDnWbdooL Ate: 1. Resolution 98-13 2. Revised Administrative Plan for the Section 8 Ham* Assistance Program rr w y R HRA RESOLUTION 98.13 ADOPTING A REVISED ADMINISTRATIVE PLAN FOR T= SECTION 8 HOUSING ASSISTANCE PROGRAM WHEREAS, the U.S. Department of Housing and Urban Development (HUD) requires housing authorities to adopt a written Administrative Plan that establishes local polices for administration of the Section 8 rent assistance program in accordance with HUD requirements; and W;IEREAS, stats has revised the Administrative Plan to be in accordance with all current HUD regulations and other requirements; NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF PLYMOUTH, MINNESOTA, that the Authority adopts the attached Administrative Plan for its Section 8 Housing Assistance Program in accords= HUD regulations and rescinds all previous versions of the Administrative Plan. Adopted by the Plymouth Housing and Redevelopment Authority on June 18, 1998. J ADMINISTRATIVE PLAN Including Admissions and Occupavuy Policies) SECTION 8 HOUSING ASSISTANCE PROGRAM EXISTING HOUSING HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF PLYMOUTH Revised . HOUSING AND REDEVELOPMENT AUTHORITY In and for die City of Plymouthr' SECTION 8 HOUSING ASSISTANCE PROGRAM EXISTING •HOUSING ADMINISTRATIVE PLAN TABLE OF CONTENTS I. IINTBODUCTION 4 A. Statement of Overall Approach and Objectives 4 U. APPLICATIONS/WAITING LISTS S A. Outracb to Families 3 B. Applies 3 C. Determining Eligibility 6 18 1. Definition of a Family 6 Quality Control Impectiom 2. CWzeoft and Immigradon Status 7 B. 3. Income Requirements 7 20 4. Appropriateness of Unit Size 8 D. DenW of Assistance 8 B. EstablWmnm and Administration of the Waiting Lis: 9 21 1. Federal Preference 9 Disapproval of Owner DEW Housing limes 2. Local Prefetenca 9 F. G. Notification of Waiting Liar Status 11 Removal from Waitina List 11 H1. ISSUING CWTI ICATES 11 A. General 11 B. Finders -Keepers' Policy 12 C. VerdWition Procedures 13 D. Program lofotmadon 14 B. Determination of Unit Size IS F. Determination of Team Payment tit Subsidy IS G.• H. Cerdficate laws= & Turnover 16 Anaroval and Administration of Oar -MR Tenaacks 16 IV. SZLBCTION AND LEASING OF UNIT 17 A. Submission of Lase Approval Form 17 B. Rena Reasonableness 18 C. Housing Quality Standards & Unit hgmdons 18 D. Quality Control Impectiom 20 B. Security Deposits 20 F. Payments to Owners 21 G. Discrimination 21 H. I. Disapproval of Owner DEW Housing limes 21 21 V. ONGOING OCCUPANCY 22 A. Ittexambadow 22 B. Interim Reviews 22 C. Rent Deterainalion 23 D. Complaints 23 B. Family Absence from Unit 24 VI. TERM11NATIONS 24 A. Terminations by Participant 24 B. Terminations or Denials of Assistance by dtt HRA 24 C. Terminations by Owner. 25 7I. DAMAGE CLAIMMACANCY LOSSMWAYMENT AGREBN EM 26 A. General 26 B. Damage Claims 26 C. Vacancy Las 27 D. Right to Appal Claim 27 B. Repayment Agreements 27 VII. CERTIFICATEIVOUCHER PORTABH.ITY 27 A. General 27 B. Defmitona 28 C. Portability Procedures 28 10L PROGRAM PROCEDURES AND REVH:W 29 X. BUDGETING/STAFFING INFORMATION 30 APPENDICES A. EQUAL OPPORTUNITY PLAN 31 B. DEFINITION OF INCOME AND ASSETS 37 C. FEDERAL SELEC 11ON PREFERENCES 47 D. SUBSIDY STANDARDS 53 E. INFORMAL REVIEW AND TEARING PROCEDURE 55 F. CLUM PORTABIIdTY FACT SHEET 59 G. UTILITY ALLOWANCE SCHEDULE/FAM MARK ZT RENTS 61 H. INFORMATION PROVIDED IN BRIEFING PACKETS 63 I. INCOME LIMITS 65 L ORGANIZATIONAL CHART 67 HOUSING AND REDEVEWPM1NT AUTHORrrY IN AND FOR THE CITY OF PLYMOUTH SECTION 8 HOUSING ASSiSTANCB PROGRAM - E301STING HOUSING ADMINISTRATIVE PLAN 1. IInfrRODUCTION The Plymouth Housing ad Redevelopment Authority (HRA) administers the Section 8 Housing Assistance Program with finding from the U.S. Department of Housing and Urban Development HUD). The following docutnent acts form procedures and policies for the administration and selection of tensors for the Saloon 8 Housing Assistance Program. The housing noels of the present and future citimns of Plynwuth have been comprehensively assessed. Goals for assisted housing have been outlined in the City of Plymouth's Comprehensive Plan and its HUD Consolidated Plan. The Section 8 Housing Assistance Program is, na of a number of resources identified in the City of Plymouth's Comprehensive Plan and its HUD Consolidated Plan and, as such, plays an integral part in meeting the City's assisted housing gals. A. SWeewist of Overall Alimroacb and OMedlves In Admkkill a she Secdon S How J The Plymouth Housing and Redivelopment Authority (HRA) has been under contract with the U.S. Department of Housing and Urban Development (HUD) to administer the Section 8 Housing Assistance Program within the city of Plymouth since 1976. The allocation for this program ply totals up certificates. A Board of five Commissioners oversees the operation of the Plymouth HRA. The Hoard has appointed the Executive Director to monitor do acquisition and operation of agency programs, including the Section 8 Housing Assistance Program. The intent of the Plymouth HRA is to utilize the Section 8 Housing Assistance Program as part of an overall plan to make housing in Plymouth affordable to all persons of low and moderate incomes. To obtain this gal. the HRA encourages families to move to better bousing by the enforcement of the Section 8 Housing Quality Standards (HQS) and alio encourages owners to Wpm their property by the interpretation of the Housing Quality Standards ad the application of these Standards to their units. The H -using Quality Standards have ban applied since the execution of the first Annual Contributions Contract. Uniform application of obese standards assures consistency in the quality of the units approved. The owners currently participating in the program are familiar with the HQS's ad the HRA has had god response from owners in repairing minor deficiencies in aft for their units to meet the HQS. W U. APPLICATIONSMAMIG LIM I! Rent assistance under the Section 8 Housing Assistance Program will be granted without regard to race, color, religion, sex, age, national origin, marital. familial, disability status, sexual orientation, or status on public assistance. Special efforts are made through advertising aid social service contacts to affirmatively market the housing assistance program. The HRA has adopted an Equal Opportunity Housing Plan (EOHP) which outlines the HRA's of bi .. A copy of this plan is attached as Appendix A. An equal opportunity to participate in the Section Housing Assistance Program is offered to both owners of rental property and persons with disabilities or special mob by: making program infomuaion available in an accessible building: providing an interpreter/aide as seeded: milizigg a TDD: pudinaking reasonable accommodations if necessary. Resta property owner participation will be encouraged through activities outlined in the EOHP. B. To be placed on the HRA's waiting list. a Pro -Application form must be completed. Because requests for rent assistsnoe far exceed the available Certificates, applications are not accepted on a comimiai basis. Rather, applications are accepted periodically. It is from these applications that the HRA's waiting list is established. By limiting when applications are accepted. the HRA is able to maintain a Hot of households that can reasonably be serviced in approximately one to three years. This procedure has provided the HRA with an =Via number of applicants in need of rent assistance. The application procedure begins with the advertisement of the program, consistent with the EOHP. Names are talon by telephone or walk-in of persons interested in rem assistance, generally for a two day period of time. The HRA reserves the right to extend or shorten this period of thus. Pre - applications and the Applicant Statement of Current Housing Information forms are then mailed out or Sim out for completion. IA deadline for morning completed Q &WIications is established. Any M:applicationa returned after the deadline are determined ineligible for the waiting list. Returned gM:vpplksti ms are reviewed to determine whether the household qualifies as a family: and is apparently income eligible. Ali applicants determined ineligible or ineligible for a federal. ranking. or local preferem a will be notified In writing of the reason for their ineligibility and provided an opportunity for an informtal review. U an applicant Is determined apparently eligible and is nearing the top of the waiting list. they are mien a letter ithrmiog them to call and make an appointment to come into the office to complete a fall application. At this appointment, the fall application is completed and reviewed. After reviewing the application and the information provided. the stain member determines if the applkam is still eligible (according to thei lhnkkjd citizenship or immigration ). U it appears that die applicant is still eligible. the applicant signs die necessary verification formes and the family is issued a Certificate. The family is ben briefed about the Section 8 Housing Assistance Program and the regulations. 2P C. ElleffAlty Applications are reviewed to determine the family's qualifications wrier four categories; defmition of hmily; citizenship or immigration steps; income C146ft; and appropriateness for unit aim. There four criteria are described below: Disabled f&qdLVe m. A family whose had. soouae or sole me mber is a person with a diaabilhv: or two or mon: eersona with disabilities living together: or one or more P nota whh disabilities living w111t on or more live-in aides. A person whh disabilities is a Person who; has a pmemmektisability as defined in 42 U.S.C. Sec. JW; 8) . 'le so mad smMer bRahmelft a) -e+ --Is likely to be of lone-cowiwed gLiodcrud y jhUdM. Displaced FMHV as. A f WX in which ach member is a Person displaced by governmental I ac don or a person whore dwelling has been extensively damaged or destroyed as a result of a disaster declared or otherwise tonally recognized pursuant to federal disaster relief laws. Elderly Family. had or spouse or role member wine -is at least sixty-two years of age. two or more are at last 62 years gLASLdilerlyj disabled living togedw, or one or more weippersons who are at beet 62 yars of auc living with or more live-in a In order to qualify for placement on the two-bedroom waiting list. both members of the elderly Am*W household must be listed on the Fre-Application. J Family Composition. A family may be a household with or withmn children. an elderly family, a mr- elderly family. a disabled family, a dianbuW family, the remaining member of a tenant family, and a off b) d isle JOWn blather ability to live kdModentiX, AM c) is of such a nature that such abilijr could be inmroved by mare suitable housing condition: or Displaced FMHV as. A f WX in which ach member is a Person displaced by governmental I ac don or a person whore dwelling has been extensively damaged or destroyed as a result of a disaster declared or otherwise tonally recognized pursuant to federal disaster relief laws. Elderly Family. had or spouse or role member wine -is at least sixty-two years of age. two or more are at last 62 years gLASLdilerlyj disabled living togedw, or one or more weippersons who are at beet 62 yars of auc living with or more live-in a In order to qualify for placement on the two-bedroom waiting list. both members of the elderly Am*W household must be listed on the Fre-Application. J Family Composition. A family may be a household with or withmn children. an elderly family, a mr- elderly family. a disabled family, a dianbuW family, the remaining member of a tenant family, and a off 1 children, A No A child who is temporarily away from the home because of placement in foster care is considered a member of the family. NtllAieapped-PKOM Ps -es- Physisal of assad hmw,--- whish is saw inNdleofsushaRoomit Live-in aide. A person who resides with an elderly. nar-dterlvrhswNssppedr or disabled person or persons and who (11 is determined by the HRA to be essential to do can and wellbeing of the pereou(s); aLis not obligated for support of the person(s); and QLwould not be living in the unit except to provide necessary supportive services. If the Section S Participant leaves the unit, the live-in aide is not considered a 'rermatntug' family nxmber or program participam. Near -Elderly Family. A family whoa_ bad. spouse or sok member is a person who is at least SO Yom of se- but below the as of 62: or two or more ll t . who are at least 50 yeah of an but below the age of 62, living toaetht:rs or one or more arsons who are at least SO vacs of ase but below the age of 62 living with one or more live-in sides. Single Person. A person who lives alone, and knot Elderly gmmjW*-.w se- & Displaced Perso% etas -a person ;h1h NaxAiesppe Perseaor embe remah ft member of ting tenant fatally. Remaining Member. A remaining member of an assisted tenant hmily Is a family member who remains in the unit when other members of the family have moved out. The applicant stat declare their status as a U.S. citizen or legal immigrant to show that all members of die household are eligible for assistance. Immigration status will be verged through the Immigration and Naturalization Service (INS). To be eligible. at last one member of the household must be a U.S. citzen or have legal immigration status. If a household has any members that are not U.S. citzeas nor legal immigrants. die HRA will pro -rate the assistance In accordance with HUD guidelines. 7 The applicant must provide adcgwte information on their application to show that their income for the twelve -mouth period following occupancy is not anticipated to exceed the income limits for eligibility as a very low Income family. A very low income family is defined by HUD according to family aim; and. has an income at or below 30 percent of the median family incotne for the metropolitan statistical ars (MSA). U an applicant's income exceeds the income limits before lasing -up, they are ineligible. Income limits for eligibility are established by HUD on an annual basis for the HRA's ars of Jurisdiction. No verification of income Is required at the time of gWaWlicaton. However, the HRA reserves the right to request an applicant to provide this if necessary to determine eligibility. 26; Ammal hum 4 the aatkipated road annual I 1 from all sourm received by the fmdy had aid spoure (even if temporarily absent) aid by each additional a 1 1 of de famUy who is not a minor. 711111 iieluda htcome of fir khne wadeios 18 yarn of age and older. ea usnrmed hrmrne received by the had or on behalf of it ohm. When calculating annual ice. the Imputed income from the value of mum disposed of for leen then the fir market value will be counted for two years from de date of disposal (If new of program. or frau the date of disclosure U current participant) at the fir market value of dm asset. The income of a family member confined to a mmirtg hams or hosphal on a long term basis will not be included. for will any deductions be allowed for that person. The Emily member's name will den be removed from de lease. For a complete definition of intens. we Appendix B. To be financially eligible, dm family's Amoral locome anticipated for the twelve mo mb period following occupancy caimot exceed the Income Lhmits for Admission as eanbiithed by HUD and indicated in amachad Appendix I. As HUD redeterminaa the income limb, Appendix I will automatically be amended. IP 4. of Unit sin Subsidy standards are eaabilebed to sauce Wet the Housing Quality Standard applicable for adequate space and security Is nut. Generally. the standard Is that on mono than two persons should occupy the am bedroom. The living roan may oho serve as sleeping space. The number of bedrooms allowed under various household sins are described In Appendix D. A person who is currently prWM may apply for the unit I'm which would be appropriate for the household should the pregoan y be carried to term and do hhEm joins the household. in the event due pregnancy does nes result in the addition of another household menmber the applicant will be repositioned an the waiting His. D. Dold of Assistance Any applicant determined iocliole through the application process or subsequently, will be ratified in writing of die HRA determioatim. An applicant will be given die opportunity to request an hdomal review, in accordance with die procedures In Appendix E of this document. The HRA may deny an applicant lousing assistance if the applicant or any ",uber of the applicant Emily: Hes committed any frand. bribery or any other corrupt or criminal act In connection with any federal housing assistance program: Has breached a reepaymem agreement with the Plymouth HRA or another housing agency (HA), as described in CFR Part 882.210(c) of the regulations; Currently owes rent or otter amounts to the Plymouth HRA or to maher HA in connection with Section 8 or Public Housing assistance under the United States Housing Act of 1937; H engaged in drug-related criminal activity or violent criminal activity, including criminal activity by any Family member. Drug-related criminal activity is further defined in 24 CFR 882.118 of the regulations; Has violated soy Family obligation as defined under 24 CFR 882.118; Has ever been evicted from public housing; Has been terminated from Section 8 programs; Has engaged In or dmrestemed abusive or violent behavior toward HRA personnel; and/or As a previous participant in a Section 8 program, has not reimbursed the appropriate housing agency for any amounts paid to an owner under a Housing Assistance payments contract for rem or odor amounts owed by the family under its it= The HRA may nes deny assistance for illegal use. or possession for personal use. of a controlled substance by a Emily member. If the Emily mhI I I can denudate that he or she has an addiction to a controlled substance. has a record of such an impairment. or is regarded as having such an `-J hmpairmemt; and Is recovering, or bas recovered from, such addition and does not currently use or E j poesees controlled substances. The HRA may require a &milt' member who hes engaged In the illegal WIC of drugs to submit evidence of participation In, or smccemlul completion of. a treatment program a a condition to being allowed to reside in the 3akted unit. V the Plymouth HRA desks an applicant assurance, an opportunity for an iofornul review will be granted according to current reguh dons a ad forth in the HRA's Informal Review and HearingProcedure, Appendix B. Grounds for denial or termination of assistance are furdw. dellned In 24 CPR 882.210 of do L The HRA maintains one waiting list for all applicants for its Section 8 Housing Assistance urogram. The HRA accepts Qwppiications at specified lima. It Is from these QkapplicaWns that the waiting IM Is established. 1111016 applicants are plead on the waiting Ila according to Federal. nnft, and/or Local Preferences as defined Ia and within Preferences by date of receipt of MMIketion and lottery status for applications received on the same data. If an applicant experiences a change in their Federal and/or Local Pra amass, they may be repositioned on to waiting list accordWy. Any applicam wishing to be reevaluated for a change In Preferences must submit a request In writing. This request mast include a statement describing the change. Applicants will be repositioned on to list In accordance with their Federal. Ranking, and/or ILocalPreferencesandtooriginaldataandlotterystatusofpig:apptication. The HRA mast issue the family a Certificate for the smallest number of bedrooms in accordance with Subsidy Standards In Appendix D: and. consistently for all families of like conation. The waiting list will contain hhformetion Indicating date and time the pig pplkatloms were received by the HRA and, eligibility for any Federal. Ramkhmg, or Local Preferences. Ikdud preferences - Persons who have been involuumtarily displaced. are boneless, living in PA$M lard housing. or aro paying more dun 30 percent of their income for fent. The HRA has opted to conthae using this definition of federal preferences in accordance with HUD notice PRH 9&7 (HA) In which federal preference selections ware suspended. Applicants with a family member who works or has been hired to work in Plymomtb; or who la partcipetiog In or has graduated from a self-snffickmry propun; or Is unable to work due to a dkability or handicap. IMM - Applicants with a family member who wort or has been hired to work in Plymouth; or who Is participating in or has graduated frau a self-suf fancy program: or is unable to work due to a disability or handicap. Applicants may O Wry for a Federal Praferamce when trey complete the Section 8 Housing Assktsmce Program pre-epplkxtlon form or aur time ftmea until aasiat mce is available. To claim a Federal Preference to applicant must artily to to HRA in writing that they qualify for one or more preferences. The HRA may, at Its discretion, request verification of a Federal Preference. An applicant who qualities for any of tie Federal Preferences will be issued a Certificate before any otber applicant who is not so qualified. Available Certs will be issued to applicants based upon the following Pity system: PRIORITY 1: Applieams who have certified that they qualify for a Federal Prehrenoe. as dented in Appendix C 1E1111 who qualify for a Ranking Preference. MORM 2: Applicants who have certified that they qualify for a Federal Pref % mce, as defined in Appendix C and who do yZ qualify for a Ranking preference PWORITY 3: Applicants who qualify for a Local Preference. PRIORITY 4: Applicants who do la certify that they qualify for any of the three Federal Preferences, turd who do LU qualify for a Local Preference. When issuing CeMticates, the Housing Authority will fast select applies= from PRIORITY 1; if no PRIORITY 1 applicants. then PRIORITY 2; if no P11:IORITY 2 applicants. thea PRIORITY 3; if no IMORITY 3 applicems, tben PRIORITY 4. Within each PRIORITY category, applicants will be selected based on date and lottery status of application. No additional consideration will be given to applicants who qualify for more than one Federal Preference. Prior to 11mume of rite Certificate of Family Participations. for PRIORITY 1 and PRIORITY 2 applicants, the applicant must provide verification that he or she qualifies for a Federal Preference by virtue of the applicant's current status. If such verification is not provided, the applicant will be reassiprted to PRIORITY 3 or PRIORITY 4 status, a appropriate. Applicants so reassigned will retain their original date and lo.:ry states of application. The HRA shall use its beat efforts to open up its sailing list for new applications prior to offering assistance to the lest applicant on its waiting list with a federal preference. The HILA shag extend preference to Elderly Families (including Disabled Persons and Handicapped Persons) and D14.1.ced Peraoas over Single Persons. If the HRA detenaines that an applicant does not meet the criteria for receiving a Federal preference. the HRA will provide the applicant wish written notice of the determination, and amts that the applicant has the right to mat with the Housing Tecludcian and/or HRA Supervisor to review it. An applicant claiming a rem burden preference must be paying more thea 50% of their iceome towards rem for a period of at least 90 -days before they can be issued a Cer0fiicam of Family Participation. If the applicant has not fulfilled the time requirement, they will be placed back on the waiting list without uff is a federal prdnew. After the 90-0ays las been met, doe applicant can e;:bmit a change four ad .me applicant will be repositioned on the wait list accordingly. F. The HRA will give wtinett notice within 30 days after the acceptance deadline to all applicants as to their eligibility for the Program; now on the waiting list; and, approximate wait before rent ambU mce is available. On an amoral basis. all houseliolds on the waiting list will be requested by mail to update their I& appliadona. Those faft to respond by the deadline specified in die leder will be removed from tbe waft list. iMR I. Mw fUWly rda..ar. in writing to be removed from dw w"ni a lig• 2. The family does contsnondenm requiring a remwwk g hnm d6a &wdlw 0174; I' 11 __!. l -.=J lJIJ. r 1, r._ Ill l I w111ILS!=. V)_ .I l VI dll Lll ll_J_, I. _ I.-_1.- I .1.-1 rrJly l'1_: 11•l!/l rl'. r. I. 1.' M. ItgBMG CERTMCATES A. ran" Certificates of Family Participation shall be issued without regard to race, color, religion, sex, disability, familial status. sexual or affectional orientation reliance on public auistanceor national WW. A gm&jpggjamily must continue to occupy its approved unit to remain eligible for Participation. If a family wishes to vacate its unit at the end of the lease term (or prior thereto. but is required to move for reasons oder than violations of the lease on the part of the family a determined by the HRA). the famfly slall be given a new Certificate of Family Participation providing for bousimg assfetaoee payments for occupancy of another approvable unit. if: The family provides reasonable notice (at least 30 days) to the HRA of is intention to vacate; 2. The HRA o!stemriaes that the family is in compliance by giving proper notice to the owner; 3. The HRA determines That the family continues to be eligible for such assistance; and 4. The HRA has sufficient funds wrier its Annual Contributions Contract. AgdrAilmPlaggilm will be notified by bitter when a Certili etc becomes available. if the family wishes to receive =late= they must respond within to days. Families not responding will be removed from the waiting list. An applicant who Is unable to receive assistance due to a temporary medical problem or a binding lease agreement may be placed back on the waiting list until circumstances allow them to move. Third party verification acceptable to the HRA must be presented for the boa scold to be placed back on the waiting list after everyone with a federal preference by original date and time of application. The applicant will be placed at the bottom of the category in which they qualify. i.e., federal preferences. resident. nonresident. If the applicant refuses assistance twice, their name will be talon off the waiting list. The HRA reserves the right to request the applicant to complete a new application form if 90 days has elapsed same the original application: or, if family circumstances warrant a new and current application. Applicant briefings and the issuance of a C•yii3r.ate will be conducted in individual sessions unless the HRA deems it expedient for the briefings to tare place in group sessions. Briefing appointments will be on up with the household to complete an application. verify eligibility, explain program procedures and policies, review tenam responsibilities, determine total tenant payment and provide information on other services available to the family. B. "FII9DER'S-B PERS" iPO1dCY A holder of a Certificate of Family Participation shall be responsible for finding an existing houshig unit suitable to the holder's needs and desires in any ares within the HRA's jurisdiction and within the applicable fair market rent. A holder of a certificate may select the dwelling unit which the holder already occupies if the unit qualifies as existing housing. By no action. either direct or indirect, may the HA reduce the family's opportunity to choose among the available units in ' iiiB market within the HA's jurisdiction. The holder of a Certificate of Family participation from one HA in the United States who wishes to locate within the jurisdiction of another HA, may transfer in accordance with the procedures as comaioed in Appendix F. C. Prior to die issuance of a Certificate, verification of income, assets. medical expenses, child care coatis, disability, handicap or student status and qualification for one or mote Federal or Local Faf ences is required. Disclosure of Social Security members (SSN) is required for all family numbers. Individuals who have not been assigned a SSN must execute a certification stating that no SSN has been assigned. The applicant must sign a declaration of their an= m a U.S. citizen or immigram to show dist all mien. of the household are eligible for assistance. Immigration status will be verified through the Immigration and Naturalization Service (INS). Applicants will be required to Amfi h proof of any information on the Application when requested by the HRA. Certification of family composition and residence is provided by the applicant's signature on the Application for Admission and Recertification form. The HRA may. at its discretion, verity family composition and residence. Third parry or independent verification will be used whenever possible to determine anticipated family inoonu, assets, child care coats, disability. handicap or student status. The HRA has designed forms to be used for this purpose. If independent vcrifcatiom is not possible, income may be verified with a mininmmh of five (S) pay stubs. Asset verification may include copies of bank stamments. dividend sauces. and contracts for dad. Medical expenses may be dommicated wdth receipts, pharmacy printouts, or insurance statemeam. Dommemmtioo from consulting pbysicians or rehabilitation consultants will be acceptable verification of disability or handicap status. An applicant who claim a Mad, mul tg, or local preference on their 0k:sppiication must provide written certification that the household's current amps qualifies them for a Preference. The applicant must be eligible for a Preference at the time a Certi5mm is ire ued. Written third party verification of a Federal Preference is required . Applicants with a domestic violence federal preference must also verify in writing dist the person b fiwft violence will not rejoin family without advance written HRA approval. See Appendix C for tardier explanation of Federal Preferences. If an applleam's qualification for a Federal andlor'l oval Preference has once been verified. die HRA may choose not to require the applicant to verify such qualification again. However. if the HRA dem. nines that an exceedingly long time has elapsed shm verification: or, the HRA has reason to believe that the applicant no longer qualifies for a preference, the HRA may request mew verification. The HRA will verify that an applicant is eligible within the period of 60 days before the HRA issues a certificate to an applicant. An applicant placed on the waiting list who no longer qualifies for a Federal Preference will be repositioned in the nonpreferemce portion of tie waiting list according to date and tme their application was received by the HRA. IV Applicants determined to be ineligible and/or not meeting the criteria to qualify for a Federal Preferace will receive a written notice of the determination stating that they may request an informal review of the decision within 30 days. This procedure will be conducted according to the Informal Review and Hearing procedures, contained in Appendix E. D. Fiviern n Inteennedois Information packets and other helpful materials will be given to the family at the briefing session in accordance with 24 CFR882.209. Applicants will receive information on the Fair Market Rent used to calculate subsidy, total tenant payment, tenant rem, portability and tenant reapormsibilides. Portability procedures are further outlined in Section VIM. Special services will be provided to families that need an interpreter. or who appear to lacks comprehension of the program. Social workers. counselors. and/or relatives are encouraged to attend dee briefing sesaion with the fsnWy. Information on other social services, such as employment training opportunities or area day care providers, may be provided. Referrals will be made at the applicant's request or when a need is Information on available units may be provided as needed; however, it is the participant's responsibility to locate an appropriate rental unit. The HRA may assist elderly or handicapped persons or families experiencing difficulty in locating a unit. Neither in assisting a hmily in finding a unit, nor by any other action may the HRA directly or hoirectly reduce the fsnWy's opportunity to choose among the available unite in the housing market. Obligations of the family under the program will be clearly reviewed with he family at the briefmg and included in the infomnation packet. These obligations are also set forth in the Certificate of Family I Participation. A family participating in the Section 8 Housing Mesistance Program test: Supply any income information, certification or documentation which the HRA determines necessary in the administration of the program. This information may be used for a regularly scheduled or interim reexamination of family income and composition in accordance with program requirements; Allow the HRA to inspect the dwelling unit at reasonable times and after reasonable notice; Use he dwelling unit solely for residence by the famik.,, and as the family's principal place of residence; Not engage in drug-related criminal activity or violent criminal activity, including criminal activity by arty family aember. Drug related activity is further defined in 24 CFR 882.118 of the regulations; provide evidence of citizenship or eligible immigration status; Not cause HQS violations reWiog to temm/guest damages or temnt-agmplied utilities and appliances; Not commit any serious or repeated lease violation; Notify owner before vacating unit aid give HRA copy of the lease termination notice when notice is given to owner; Promptly give HRA copy of any owner eviction notice; promptly notify HRA if any family member no longer resides in unit; Promptly inform HRA of birth. adoption. or custody of a child and request HRA approval to add any other family member; Uff Comply with HRA requirements for residence by a foster child or Uvo4n-d e; and Promptly notify HRA of absence from unit. augmply information or cerdficathm requested by HRA to verify that family is living in unit, or relating to family absence from unit. A violation of any of the family obligations listed above is grounds for the HRA to terminate assisuoce. IL DdenedinstiondIMMm EaCb shall be issued a COMM of Family Participation form. This form shall specify she smallest number of bedrooms appropriate to the family, taking into consideration the minumtm calm of Housing Assistance Payments, avoidance of overcrowding, and compliance with applicable Housing Quality Standards (HQS) and Subsidy Mandards as outlined in Appendix D. A family may rem a lager dwelling unit provided the rent to owner, plus any allowances for utilities gross rem) and other services do not exceed the Fair Market Rem (FMR) for the bedroom size designated on the Certificate. The family may rem a smaller sized unit if it is the family's preference, provided it is acceptable under current Hotisms Quality Standards and Subsidy Standards. The gross rem for the smaller sized unit cannot exceed the FMR for that unit size. The utility allowance used will be based on the actual size of the unit selected. The hou schold shall retain the larger Certificate size so that if a subsequent move is made to a larger unit, the Certificate is available for their use. The HRA may allow families to use the living Worn as necessary to accommodate one living/Sleeping room for each two persons. Children absent from household due to placement in foster can will be counted when determining the applicable subsidy standard. Exceptions to the subsidy standards will be considered only where it is medically necessary for die family to have a larger unit size. An exception to the subsidy standards may only be requested at the time of consist selection or regular annual recertification. Applicama/Participants must provide verification from a qualified medical professional subatantiaft die medical need and proof the family has exhausted all reasonable means of accommodating the medical need within the designated unit size. Reasonable means includes, but is not limited to, an adult and child sharing a sleeping room. finding a larger size unit within the FMA of the designated unit size, and using a living an as a sleeping room. The HAA will not consider requests for exceptions due to the age and/or sex of dependents. F. Dehooloadois of U an applicant Is determined to be eligible. am adjusted annual income is used to calculate the Total Tenant Payment (TTP) and Tenant Rem. The adjusted income equals the annual income less: 480 for each dependent. A dependent is defined as a member of the family (excluding foster children) and otber than the family head or spouse, who is under 18 years of age, is a 9 as defined ' , or 18 years of age or over and also a full-time ender. A full-time smdeat is one who is carrying a subject lead do is considered full-time for day students; under the standards and practices of the educational i SWIon amended. An educational institution includes a secondary or vocational school wil a d4.oma or certificate program, as well as an institution offering a college degree. 1W I• S" for any elderly or disabled family. These houaehokd types are dented In Medical ftenses in excess of three (3) percent of annual income, and which the family anticipates unwiring over the twelve months following the effective date of certification that are not covered by insurance. Examples of medical expenses are denial costa, Inscription medicines, medical insurance premiums, eyeglasses, hearing aids and batteries. the cost of a live-in aide and monthly payments required on accumulated nujor medical bills. ift" eiooem i also include comma for care attendants and "auxiliary amnaraonsw N such amenias deductions are available to eberly. handieeppedr and f9lilllilseueehelda only w Child Can Expenses. This includes amounts anticipated to be pad by the family for the que of children under 13 years of age, and only where such can is necessary to enable a fau.ily member to be gainfully employed or to hirtber his/her education. and only such amounts that are not reimbursed through other sources. In cases where weekly child can expenses are different for the school year and school vacations, annual calculations will be based on thirty. nine (39) weeks for the school year and thirteen (13) weeks of school vacation. In cases where child can expenses are on a per month basis, the calculations will be basal on a nae (9) month school year and throe (3) months school vacation. No deduction for child can will be allowed if a parent is at home unless, proof of inability of the parent to provide daycare is verifad by a doctor's statanem. The Total Tenant Payment (!'M is calculated from the family's adjusted income. Thirty (30) percent of the monthly adjusted income, ten (10) percent of the annual income, or $35.00 whichever is more, is the family's Total Tenant Payment. Tenant Rem is equal to the TTP, less the Utility Allowance. Once the Tenant Rem is established it will remain in effect until the next scheduled reexamination or until circumstances occur, such as a change in regulations or family imccone, that warrants an interim rem and/or Income review. Interim ranges and ammual reexaminations are fuNuer discussed hi Section V.A. and V.B. The Utility Allowance is based on an average monthly cora of utilities not included in the rem, that is flue realxmO pity of the family occupying the assisted unit. The IIIA has established schedules of allowances for each unit type and bedroom size of lased housing. The Utility Allowance shall be established each year. A survey of tenant usage as well as a survey of utility increases will be used to establish now rates. CeNticatcs will normally be issued fbr,.a period of sixty (60) days. N a family is unable to find an acceptable =it within 60 days due to low vacancy Hues or other hardships, extmwm will be granted Ion a case by case basis atter 60 days, but, will not exceed a total of 120 days. The HRA must extend the certificate term for a disabled family if needed as a reasomble accommodation to make ftSUM usable bX AM accestible to disabled flunilles. The fam& may also llM an additional extualon INP from the HUD field office beyond the 120 days to accommodate a disability. Applicants who fail to contact the HRA before the expiration of their original 60 day certificate will be ineligible for extension and their certificate will be considered expired. U the Certifwate expires and the family has not found an acceptable [reit. or requested an extension. thry must reapply for Rem Assistance when the waiting list is open to new applicants. A suspension, stopping the dock on the term of the certificate. not to exceed 120 days, will be granted if the family has enbmmd a Request for Lease Approval form during the term of the certificate for such period up to be time when the HRA approves or denies the request. In the event of a family separation, the family members who remain in the leased unit will retain possession of the Certificate and be eligible for continued participation in the Program. U family separation is the result of divorce or separation under a settlement or judicial decrce the HRA will follow any court determination of which family members keep the program assistance. Families requesting Certificate extensions or help in fading a unit may be individually counseled. The HRA maintains a list of apartments eligible for participation in the Section g Housing Assistance program. EL An over -FMR tenam is a special tenancy to under the Certificate jMgram where the initial gross rem of the unit is above the FMR&SWion rent limit. The HRA will decide whether or not to approve an Over -FMR Tenancy for the Certificate program on a ease-bv-case basis. The HRA will only consider Over -FMR TenancvMgpeats when needed as a reasonable accommodation so that the mparsns is readily accessible to and usable by persons with disabilities. A UMWs will be limited to ten percent (1056) of the number of incremental certificate units unser the HUD-aWmW budils. The disabled family must make their MdE9 in writing. The HRA will deny the MM tf staff determines the initial fam& share is unreasonable. In making this determination. the NRA will consider other l. .'1' I , II _.1 !. .I. 1V. SEiFCI'ION AND LFASING OF UNIT A. Mftnbdm of Lease A=zW Form The holder of a Certifmm shall be responsible for finding an existing horsing unit suitable to the polder's needs and desires in any area where the HRA determines that it Is not legally barred from entering into contracts. This ineludes the receiving HA's jurisdiction when the family a participating und: the portability guidelines as described in Section Vill. A family may select the dwelling unit 1W which shay already occupy if the unit qualifies as an existing housing unit. meets Noising Quality Standards and other requirements under dne Section 8 Housing Assistance urogram. When die family finds a unit suitable to its needs, it otter submit a Request For !.ease Approval RFLA) form, whicb has been completed by the building owner or owner's racive. The RFLA form and a blank copy of the owner's pap map I lease Is to be submitted to the HRA by the GAW&tAsst of the month before the lease begins. The HRA must give the owner the family's current address (as shown in HRA records) and the name and address (if known to the HRA) of the landlord at the family's current and prior addresses. The HRA may provide other information to the owner with rgpW to damage claims, evictions. and unlawful detainers filed against a family, if authorized by the family. If a landlord uses their own lease, a Lease Addendum will be provided by the HRA and must be signed by the owner's representative, bousing authority representative and dot tensot. The landlord may also dmu to use the sample hese provided by the housing authority. AN leases will be reviewed to determine that no Illegal provisions are contained in dot proposed hwee. The HRA shall review the RRA to determine that the owner is eligible to participate in the program, the unit qualifies, and the lease complies witb the program's requirements governing prohibited and required lease provisions and local and state law. To be eligible, dw unit trust qualify as decent, safe, and sanitary housing under the HQS and mea the family's unit size standards and FMR limits. if any, as act forth by the HRA. If the family is grooving to another jurisdiction under the portability guidelines for the Section 8 Housing Assistance Program, the subsidy standards. FMR or Payment Standard are determined by the Receiving HA. The Request for Lem Approval will be forwarded to the Receiving HA to complete the portability process. Portability procedures are further defined in Section VW. With the information provided on the Request for Lease Approval form, a HQS inspection will be done on the uric. If the inspection reveals the unit meets the HQS criteria, the HRA will proceed with the preparation of the HAP Contract and Lease. If the HRA determines that the unit and/or doe lease carrot be approved for any reason. the HRA shall so notify the owner and the family. B. Rent 1 Based on the amund rental market study conducted by the HRA and frequent comact with apartment I owners, a determination of rem reasonableness will be completed for each participating unit on the initial lease am and at animal roeeetitication. Documentation of rent re'.`.moleness will be contained in each participant file. The HILA will determine the reasonableness of ism in relation to Igeographical location, quality. , and the management and maintenance services available in the structure or complex. By accemina each mom* HAP from alae HRA_ doeownercertificatesthatdonotoownerIsnotmorethanrentchamedbytheownerforraMoble u writs, The HILA may request a landlord provide copies of rent rolls to assist the HRA In determining rent reasonableness. The HRA can disapprove a lease for a unit with rem that Is not reasonable. based on rem currently charged for comparable unassisted rental units. Each lease disapproved due to rem that is not reasonable will be documented in die participant file. Redetermination of rem reasonableness will be ImadebeforeMrentIncrease: to owner, C. Before approving a lease. the HRA will inspect the unit for compliance with the Federal Housing Quality Standards (HQS). These are established In accordance with tits regulations ad forth in 24 CFR 882.109 and the HUD Inspection Form, for assurance of a daxm, safe, and sankM unit. If the HRA's impaction reveals that a new wait contains HQS violations. the HRA will notify the owner and the family that the unit may not be leased under the program until all deficiencies are corrected. The tenant will be bell responsible for to following HQS violations. The HRA may tern um assistance to a family for these HQS violations: failure to pay for tenanaargaplied utilities; hilum to provide and maintain teem-supplied appliances; and/or damage caused by household members or guesta to unit or premnes. If. on recertification, a current participant's unit fails inspection, the appropriate party (owner or tenant) will be Wormed In writing of the defers to be corrected in order for the unit to pass HQS. The notice will describe the seriousness of the deficiencies which violate HQS and require that the conditions be corrected within the following time periods, based on the mature of the violations: If there are am= deficiencies which present an immediate danger to the health and safety of the family, the HRA will require the appropriate party to correct the deficiencies within 24 hours. if the deficiencies occur in a unit already under contract and sn the owner's responsibility and the owner does not cored the situation. the HILA will slate homing assistace payments and ermivate the Homing Assistance Payments Contract in accordance with the hems of the Comma. The HRA will assist familles in loatiog a new unit. if the family is responsible for the deficiencies and does not correct the sit=. the HRA will ermimte assistance. If ten are def lencies of a moderate nature that do not immediately affect the health and safety of the family but an violations of HQS. the HRA will require the appropriate party to correct the deficiencies within 30 days. At this time. the HRA will notify the owner, If responsible for deficiencies. that this serves concurrently ata a 30 day notice to abae housing assistance payments, and terminate the HAP contract, in the event the repairs are not made within 30 days. if the family Is responsible for the deficiencies and does not correct the situation, the HRA will ermine assistance. If the repairs are of nature dat cannot be completed within the 30 day time period. the HRA will assign a reasonable completion dam. H die repairs era not completed within 30 days or the determined completion date. the HRA will widhbohl housing assistance payments, if owner is responsible for die deficiencies, until an inspection by the HRA has verified completion of the Fi:] repairs or the family moves to another unit and the HAP contract is seminated. H the family is responsible for the deficiencies and does not correct the situation, the HRA win terminate assistance. The HRA must the unit to ensure all HQS deficiencies have been corrected prior to the execution of an extended or new Housing Assistance payments Contract. In the event the HRA withholds Housing Assistance Payments for HQS violations, the owner will be given a thirty (30) day written notice of the intent to witbbohl payment. In addition to Federal Housing Quality Standards, tine Plymouth HRA has adopted additional HQS items. sa reryired per Plymouth City Code: A hard wired operational smoke detector in the bedroom hallway. A deadbolt-type lock is required on all entrance doors. An rental units and buntings. including ainglp family homes and duplexes must be licensed in accordance with the Plymouth City Code. Violations of the above Code items will result in the same Housing Assistance Payment widdokiingprocedureaserAmcedforHQSviolations. The following items an not to be recorded as HQS violations, but are items the HRA may requal the owner to rddnas. By requesting Make of a minor nature, the HRA is attempting to maintain qualityhousingstockdmxgb= the City of Plymouth. Dripping boom in kitchen or bathroom Missing or broken drain stopper in sinks or bathtub Deteriorated grading aramd.badntub and fixtures Slow drain in sinks or bethtub Broken or mining shower curtain rod Rumaigg' toils Cracked toilet am Bathroom sink loosened from wall Unceulked or unsealed openings around pipes that penetrate walls Food Preasnetion Am Stove fan or kitchen vent net In working order Refrigerator with damaged or mining tarts Inoperable dishwasher or garbage disposal Safety and &&Mft Mining doors (other dean entry, aid bathroom) Closet doors "off do tracks" and/or difficult to operate Mining globes on ceiling How s— alp Air condirloner not In working order Cover panels missing from hot water baseboard beating vents wiodm.wgbmdcguinn Window panes with minor eradu Water stained walls and ceilings. with no evidence of wet or loose plaster No screens or screens that are torn or Of fining Fdxtures and Floodna Cracked shelving. drawers or cabinet doors Stained or worn carpeting Chipped rile or damaged flooring that is not a serious tripping hazard ElOwn Inadequate drainage causing potential Wmards Nuisances which cause potential hazard or violate City ordinances D. Ckudity -- In order to enuro that inapectlona are adhering to Housing Quality Standards and are providing consistent determinations, &a HRA will review a sample of the completed Inspections. Quality Control inspections will be done on a random five (S) percent of do new and renewed units under contract each year to ensure the uniform interpretation of the HQS. Quality Control hopecdioos will be done according to Chapter 5.12 of HUD Handbook 7420.7 Inspections will be conducted by perewn(s) other than rho original Inspector. E. Families are responsible for paying the security deposit and any required utility deposits. An owner may require a family to pay a security deposit at the time of the Initial execution of the lease. The deposit for a newly haled whit is limited to an amount no greater than the amo•.mt collected from the owner's non- assisted tenants. For funnies hawing in place. the owner may retain the original deposit collected prior to the family's participation on die program. Families haling in place who previously paid a security deposit amount equal to thlty percent of the family's monthly adjusted income, one nconth's Total Tensor Payment I'M. or $50 must pay the difference between the amount actually paid and the current security deposit amount, unless the new tent urease Is at or below the annual adjustment floor (AAF). When a participant vacates a unit owing no rent or other charges, or if the amount owed is lees than the amoum of the security deposit. the owner shall refwd dw full amount or the unused balance. The . deposk amount. plus interest must be returned or a written explanation as to why it was kept must be J received by the family wWft 21 days it= the end of tenancy, or as otherwise prescribed by State law. P. Pavmeob ro Owusxs nP When a unit has been approved. the HRA will process payment to the landlord. Compustions and an rte' Itemization of Total Tensest Rent and Housing Assistance Payments (HAP) for all current rent assistance participants are completed and maintained by dee HRA. Payments are then transmitted to dee Finance Division of the City of Plymouth. The Finance Divisions priors the checks and records the payments. The Finance Division reviews the checks against dee HAP Register. Checks are sem out by month sed so that dee owners receive rem assistance payments as close to the Met of the month as is feasible. Families encu usterimg apparent discrimination in their search for suitable housing are informed of dee appropriate resources for assistsnee in fling a complaint. The HRA will help process all apparent discrimination calms and provide support to the famWies involved by referral to appropriate agencies. the Minnesota Department of Human Rights, dee Plymouth Human Rights Commnieion and the Fair Horsing Division of the HUD Area Office. A detailed Housing Discrimination complaint procedure is Included with the information packets provided at the briefing. H. The HRA cannot approve a unit if the HRA has been Informed that the owner Is diabarred, suspended. or subject to a limited denial of participation under 24 CFR parr 24. The HRA may deny approval to lame a unit from an owner if the owner has: violated obligations under a HAP contract; committed fraud, bribery, or any corrupt or criminal act in connection with any Federal housing program; engaged in dmS4mfticldmg; demonstrated a history of mmigg units that fail State or local housing codes; and/or not paid State or local red estate taxes, fares or assessments. I. bow 8211111 M IJ no V. ONGOING OCCUPANCY A. An itemized biting of participants Indiaft the Initial execution date of lases and COMM wit be used to determine the dkc&e date of the sat raaamieation. Regulations require income and family circumstance to be reviewed ar last annually. This protest will be& at last 90 days prior to the anniversary date of die lege. The annual reexan bodon process will Include an examination of Income, family circumstances and composition. medical or child care expenses. a well as reimpection of die unit for continued compliance with Houft Quality Standards. An initial HQS inspection will be conducted if the fatly is moving to a new unit. Computation of the new Total Tam Payment. Tenam Rent. and Houng Assistance Payment will be mede. If family circumstances are such dot it is not feasible to anticipate a level of Income over a twelve month period. tie Income anticipated for a starter period may be annualized. subject to a redetermination st the end of die shorter period. Fsmifin wish no reported Income will be reviewed every 60 days and required to compute a zero income questioinuire/statatem. Zero income will be confirmed by selling verifications to last known employers. all Intone source. State agencies. Social Security Administration, and other public welfare species. At to time of the annual reexamination, the subaldv standand for do family will be reviewed. If there ha been a chanaq jp_family gMgWiton. the family will be eligible to be considered for a larger gg gggItize unit, iiapplieabla. This option if needed for a larger tach efze however. will be contingent upon the availability of A No will be Maintained _feet FAM -01 available, a family reouldW a Intact certif = sire due to a chance fn famUX =Mkian. will be offered ft, spial, If. at the time of a reexaminstion or an interim review. the HRA determines the smoum payable by the family toward &a Taal Tenant Payment equals the full gross rem for the mist. their HAP payment will be zero. The unit however, shall remain miler contract for a period of six (6) months unless the family moves. While the fatly's Told Tam Payment Is sufficient to pay the full gross rem on the unit, this shall not affect the family's other rights tinder the lease, nor shall such a determination preclude resumption of payments a a result of subsequent changes in hhcarmne, rem, or otter relevant circumstances within 6 moist from the date of the last HAP payment. Failure to rem required verifications or failure to kap appolutown for reinspectbm or reexaminations are grounds for termination of assistance. L Interim reviews will be conducted when a family reports any chaga in family she or circumstances. a decrease in gross Income or hcresses or decresses In medial or dayare expenses tut would lower do family's TTP. a lncrare in grem Intone of $40 or awn per mouth. or a chimp own to HUD regulations or HRA policies during to term of the lease. An i erhm rem review result ft In a decrease to Total Tenant Payment will be effective the firs• of the following moth. Written notice of the tedetenNmWon will be no to the family and the owner. An hcrase in Tool Tem of payment will be etfa dve the first of the month after a 30 day written notice has been given. It is the .responsibility of each participating family to report changes in family composition, income or In medical or child care expenses occurring prior to the family's neat regular reexamination. These enuld result in a chop in Total Tenant Payment. Failure to report changes in iooaoe or family now may result in termination horn the Program. In the case of previously unreported income, and changes resulting in an increase in the participant's obligations. the HRA will require a repayment agreement or payment do full, to racoW coy ovapsymew made by the HRA. A family must report a change to the HRA and add a person(s) to the certification and lease if they are a guest in the household for more than thirty (30) days in a year. C. RM Deteradnedom Housing Assistance Payments for the program are the difference between the total contract rent and the Tenant Rent. See Section M.F. for an expleoation of the tenant rent calculation. Once the Tenant Rent and Housing Assistance Payments are established. they will remain in effect until the nen scheduled reexamination or until circumstances occur, such a a change in regulations or family im:ome, that warrants an interim review. After the first year of the lease contract. rent increases are governed by the HRA. The HRA approved rem increases and annual rem Increases are reviewed annually at the time of reexaminations. Rem increases are limited to the applicable Annual Adjuatrtem Factor (AAF). An AAF is the percentage allowed by HUD for snit rem increases and varies by the amount of rem currently being charged for the unit. D. The HRA reserves the right to request that all complaints be put in writing. No action will be taken on anonymous complaints. U a Section 8 tenant claims that the landlord has breached the terms of their Contract with the HRA. the HRA will conduct an investigation. In the event the HRA determines a landlord has breached the terms of the required lase provisions or HAP contract, the HRA will request the landlord tabs corrective action. The HRA may exercise any of its rights or remedies under the Comm. The HRA will notify the owner in writing of such determination and include a brief statetnem of the reason(s) for the determination and may require the owner to tdw corrective action by a time prescribed in the notice. The HRA's rights and remedies order the Contract include recovery of overpayments, termination or reduction of Housing Assistance Payments, and termination of the Contract. In the event the owner presents complaints regarding a participating family. tiro HRA will make a reasonable at an" to resolve the problac. U no resolution is fusible, the owner may elect to evict the tenant. na L A family may be absent frau the unit for brief periods. If the absence is to exceed thirty (30) days, the HRA must be notified and Brant prior approval of the absence. The family must include the duration of and teaser for the absence in their notification to the HRA. The family My not be amt from the unit for a period of more than 180 eve calendar days in any circumstance, or for any ram. U rite family is absent from the approved unit for longer than the maximum period pemmitted, the HRA will terminate the HAP contract and assisted lease. VI. TZn=ATIONS A. A family must continue to occupy its approved unit for the initial year of the lease term. unless the owner and family agree to a mutual recision of the lease. Written notice of the recision anal befamishedtotheHRA. If the participant sod landlord use the sample lease provided by the HRA, a ,wticipam may terminatetieleasewithoutcauseatanytimeafterthefirstyearofthetermofthelease. The participant malar provide a mininnnt of thirty (30) days and a maximum of sixty (60) days written notice to the owner, with,& copy to the HRA. The participant will then be reexamined to determine their cominued d*bility fbr rem assistance. If determined eligible, the participant will be given a Certifuete to locate to another unit. V the participant and landlord have entered mto a lease other than the HRA sample lease. the Lerma of tie cwm ted lease and Lease Addendum will prevail. B. Tkmdoadona or M by HIM The HRA may terminate a participant's housing assistance V. The participant has committed any Grand, bribery or any other corrupt or criminal act in comtection with any f *nd housing assistance program; The participant has breached a repayment agreement with the Plymouth HRA or another HA, as described in CFR Part 882.210(c) of the regulations; The participant currently owes rem or other amounts to the Plymouth HRA or another HA in connection with Section 8 or Public HonaiDS assurance Under the U.S. Housing Act of 1937; The participant has engaged in drug-related criminal activity or violent criminal activity, including criminal activity by any Family member. Drug-related criminal activity is f ff"r defued in 24 CFR 882.118 of the regulations; The Participant has violated any Family obligation as defined under 24 CFR 882.118; The participant or any member of the hmily has ever been evicted from public housing; The participant or any member has bee= terminated under Section 8 programa; and/or The participant has engaged in or threatened abusive or violent behavior toward HRA personnel. I ' If the Plymouth HRA decides to terninae Housing Assistance Payments for an applicam family. an opportunity for an bdbmhal review will be seamed according to current regulations as set forth in the HRA's Informal Review and Hearing procedure. Appendix B. The applicant and owner will be given 30 days written notice of termination. The notice of terminations will state the reasons for termination. the effective date of termination, the family's right to request a hearing, and the family's responsibility to pay to full rent to the owner if they remain in occupancy beyond the termination date. Notice of Termination will be sen to families piling to comply with HRA continued occupancy regulation, including: re mminadon requirements; repayment agreements and reporting household changes, etc. The tenant may make a r=sat. wrdrin tee taus of the date of dee notice_ for an infoneal hearina with the HRA as set forth ie the informal Hea Procedures. 4f the tenant does not respond. a notice of Conf oration of Termination will be sent comiirming due termination and the tenant's responsibility to pay full rem to to owner. of tihseuMiea,dws•ahr•ieichrhsul•h -•,a...._ un. _r •M ferAio4W4d8FMm1•iiaNMi w-`smar--- Grounds for denial or termination of assistance are further defused in 24 CFR 882.210 of the regulations - C. Termhudomi by Owner The owner must comply with all requirements of local law and current regulations for the Section 8 Housing Assistance Program when temtinating the tenancy of any par*ipam in the Program. Tenancy terminations can occur, during the lease term, only aline serious or repeated violation of the terms and conditions of the lease, violation of Federal, State, or local law dkctimg occupancy or use of the Idwelling unit, or other good cause. At the end of aur lease -term- the owner may chose to not renew the lease without 4ygIfvina a violation or other good cause. as loeaas ate notice is mrorided. Examples of 'oder good cause' are outlined in 24 CFR 887.213 of the regulations. During the first year of the term of the lease, the owner may not terminate the tenancy for "other good cause" unless the tetminatom is based on family malfeasance or nonfeasance. This is farther defined in 24 CFR 887.213 of the regulations. The owner may evict de tenant from the unit only by imstiwting a court action. The owner must notify the HRA in writing of the commencement of procedures for termination of tenancy at the same time notice is given to the tenant as prewjibed by State law. Owner may terminate tenancy for criminal activity by a family member. a guest, or aw tier person under tenant's control that threatens the health. safety or right to peaceful enjoyment of premises by other tenams or person residing in immediate vicinity of premises. Owner may also terminate tenancy for any drug crime on or near premises by a family member, a guest or anter person under tenant's control. UP VII. DAMAGE CLAEMWVACANCY LOSSIREPAYMENT AGREEMEM'S A. Genad In die event a family vacates a unit and the security deposit provided by the family is insufficient reimbursement for unpaid rent or other amounts owed under tie lease. or if the owner did not collect a security deposit and the family has failed to satisfy the liability after an attempt to collect the amount has been made by tie owner, due owner may file a claim whit the HRA if the HAP contract was executed prior to January 1996 and provides for such reirohnement in Section 6.0 of the HAP Contract. If the HAP contract was executed atter January 1996, the owner is responsible for obtaining reimbursement directly from tie tenant. If no deposit was collected frau the family or the amount collated was less than the required amount. the HRA's liability for a claim will be reduced by the amount the owner could have collected. If the deposit collected was in excess of the deposit required, the HRA's liability for a claim will be reduced by that amount. Owners eligible for and seeping reimbursement from the HRA for dannages or vacancy loss untie inform the HRA immediately upon learning of the vacancy. The owner must request as inspection of tie vacated unit by HRA staff prior to any repairs (including cleaning) being made. The HRA will conduct a move out inspection prior to tie cod of tenancy in the presence of the owner or his agent and the family, if available. The HILA will conduct its inspection within three business days atter being notified. Should the owner fail to contact the HRA for the inspection, the owner will be required to seek recourse agaimst the tenant by court action. Based on the court's determination, the HRA will then make Its award, not to exceed the limits of the program. Before making a claim for reimbursement from the HRA, the owner must first make an attempt to collar from the funnily. If the family refines to pay or does not reaped to auenqu to collect, a claim may be filed with the HRA. The HRA will determine V the owner has made a reasonable attempt to collect amounts owed from the family. Any reimbursement mast be applied first tDward any unpaid rent due under the lase and to other amounts oared under the lase. A maxinntm of two months unpaid temant rent may be re' I. An owner digibe for and requesting reimbursement for damages must submit a complete itemization of damW v. repairs and clesnft charges, along with supporting documentation and receipts. This documentatwn must be submitted within sixty (60) days of the lase termination or move out. Included with this must be documentation of billing and subsequent nonpayment by the foully. The HRA will thea review all information regarding the claim for accuracy and completeness, taking into account tie proper notice requirements specified is the lase and determine the amount, if any, to which the owner is enthied. Under the program, claims can be paid for actual amounts due do owner for damages and unpaid rem, up to an amount equal to two mouths' rem, less die security deposit actually collected or the amount that could have been collated from the family, whichever is greater. Payments to the owner are first applied to unpaid rem. Reimbursements for damages to items such as appliances, carpeting, etc. will be calculated on a depreciation basis. C.yocanev It ass For a vacancy loss claim with tie program, an eligible owner retains the Housing Assistance payment for the month that the unit is vacated, Plus eight (80) percent of the total rent for one additional month if the unit is still vacant. In claiming a vacancy loss. the owner must furnish copies of the ads placed for leasing the vacated unit and danonstrate, to the satisfaction of the HRA, that a genuine attempt has been made to recent the unit. Prior to rehnburdug an owner. the HRA will notify tie family of the claim amount to be paid. A period of ten (10) days will be gives for a written response to dispute the claim and request an informal Heating. No response within this time will result in the family being liable for the full amount of the claim. If the claim is disputed. the family will be given an opportunity for an Informal Hearing. At that time, the HRA will request that the family and the owner or their representative be present to discuss the claims and smouts owed. Upon reimbursement to the owner for tenant caused damages, unpaid rem, and vacancy loss. the HRA will notify the family of die amount paid. The family will then be informed that they will no be issued another Certificate for a new !knit until the HRA receives full reimbursements for the montes paid to tie owner. The HILA may offer the family the opporamity to repay the funds due on a monthly basis. Families wishing to use this option will execute a repayment agreement with the HRA. A family choosing not to execute a repayment agreement may be terminated only when they move again and fail to repay amounts owed. or are terminated for other causes. The HRA will process the claim and reimburse the owner for any amounts owed under the program regulations while having executed a new Comm with the family in a second rental unit. The HRA is obligated by regulation to continue homing assistance payments to the second owner of behalf of the 1111011Y• VM. CERTIBICATEMOUCHER FORTABUM A. Smud Portability refers to the opportunity for participants to move ontsWc the HRA's jurisdiction while continuing to receive Section 8 tenant -based assistance. A family eligible for portability if they hold a currat housing Certificate or Voucher, or if the family is 1 currant participant in die Initial HA's Housing Certificate/Voucher Program. Payment Standards for vouchers will be established at the same amount as the Certificate program's rem limits in Plymouth. A family not living in tie jurisdiction of Plymouth at the time tie family applied for assistance must rem a unit in Plymouth for at least 12 months. The HRA win gram requests for exceptions to this requiremet if the family can verify: they have made a reasonable effort, as determined solely by stag, during a period of at least sixty days to locate housing In Plymouth: there are no suitable units available: and they do no have any renal, credit. or criminal history to prevent them from being approved for tenancy. If the family lived in Plymouth at the time of application. the family may rest a unit anywhere in the United States that accepts Section 8 Housing Assistance program assistance. If a family ports out to another jurisdiction. the family is requimd to remain in that jurisdiction for at least 12 months. Certifies and Vouchers; have unlimited portability within the United States. A Receiving HA that administers a Certificate program may not limit the number of Certificates issued by other HAs to portable families coming ioro their jurisdiction. When the family moves out of Plymouth's jurisdiction under the portability provisions. Plymouth HRA mums responsibility for funding that Certificate under its Annual Contributions Contact (ACC). B. Ddhddm I. The INITIAL. HA is the housing agency that o finally selected a f WIX that later decides to move out of the iuriscliWM of the selecting HA or the housing agency d6t absorbed a family that later decides to move am of the eudediction of Me Q 2. The RECEIVING HA is the housing agency that receives a family selected for lIrtiftlJon in the tenon based nromam of another HA. The receiving HA issues a certificate or voucher and ImIM Rnoarsm assistance to the family. fillealsAtirmhop 3. The ADMINISTRATIVE FEE is a fee Raid by HUD to the HA for administration of the Iforeachunitundercontractwithanownereachmonth. This fee is issued to cover a HA's ongoing program administrative expenses. 4. The PRELMNARY FEE is a one time allowance based on ACC year, earned per unit for a HA's actual was in starting up a Certificate program. A Receiving HA can also earn a Preliminary Fee for justified lease up expenses for a portable Certificate. S. The COST TO HELP FAMILIES WVO EXPERIENCE DIFFICULTY RENTING APPROPRIATE HOUSING is an amount billed that an Receiving Housing Authority may bill the Lothar Housing Authority for justified administrative expenses for a household with 3 or more minors. C. The following procedures will be used for portability clients: 1. 4,—The family eligible for portability will notify the Initial HA of its desire to move to another jurisdiction. The Initial HA will request the family to complete a Request for Lease Approval form for the unit in the new jurisdiction. 2. The new jurisdiction must assume the role of the Receiving HA if they operate a Section 8 Housing Assistance Program. They must choose to either bill the Initial HA for the Housing 30P 1 An smace Payments (HAP) and Administrative Fee, or provide amismuce to the family under its own CertificaWVoucher Program. U the family refuses die direct amara, the Receivmg HA can deny partieipation to do fa m ly v MWI-T7.1111 =77777777777 I: _.T7 =77 l7jl[TI17 I J U67 W adEkdeussies. 4. 4, The Initial HA will notify the Receiving HA to expect the family; verify to the Receiving HA that the Emily mom de income elhgilmilhty requkements for admission to die Initial HA's program by forwarding all current income worksheets, verifwation forms. and current CatificueNoucher; and confirm with the Receiving HA the due due for the wbmission of a Request for Lease Approval by the portable family. The Administrative Fee earned by the Receiving HA is an amount equal to eighty percent (80%) of the Initial HA's administrative fee. S. sr The Receiving HA may bill the Initial HA for a Preliminary Fee for cost justified expenses each time it accepts a portable Certificate family into Its jurisdiction. It may also bill the Initial HA for Cost To Help Families Who Experience Difiiiw:ty Renting Appropriate Housing for familia porting into die Receiving HA with three or more minors. 6. 6r—The Receiving HA will recertify family income for die purpose of determining Housing Assistance Payments and Tenant Rent. All the functions normally associated with providing assistance to a family on its own program will be performed by de Receiving HA, including lase approval. annual recertification and unit inspection. 7. .7,— Ude family wishes to move out of the HA's jurisdiction. the Initial HA will inn time family a CerdfcateNoudxr and give dm a Request for Lase Approval and complete the porting process as they would a regular program pamwnt. When the family completes the steps to port to ander jurisdiction, or ceases to be a participam on the program. the Receiving HA will promptly notify the Initial HA. Once a family porta out of Plymouth and is being administered by another housing authority, dot family must reside in that jurisdiction for at kart 12 months before porting to ander jurisdiction. EK. PROGRAM PROCEDURES AND REVIISW The lase up of the Section 8 Certificates will be conducted according to the lease up schedule, as attached to the amt:.'. budget information. Certificate issuance will be based on the current utilization of units and the amucipated Certificate turnover. Accordingly. regulations permit the over Issuance of units in numbers not to exceed ten (10) percm of the total allocation. The Fair Market Rem schedule is that which is annually established by HUD for the HRA's area of jurisdiction. Ongoing monitoring of market rents will be accomplished through continual feedback from applicant families as they search for suitable units. Annual market rem surveys will also be conducted, giving a more thorough analysis of the market spread of rat; throughout Plymouth. 3P The Admive Fee Reserve account for the Certificate program is credited with earned r1% administrative hes that exceed expenditures for program administration during de fiscal year. Any transfer of funds fron the Administrative Fee Reserve accounts for oder bowing purposes as described in HUD Handbook 7410.7. CHG-9, 8-2(d), may only be nude with de prior approval of the HRA Commissioners. The foregoing policies are subject to review and amendment by the Housing and Redevelopment Anthony in and for the City of Plymouth. X. BUDGG INFORMATION The City of Plymouth has several employees who speed part or all of their time as staff working for the Plym nth HRA. The City of Plymouth issues payroll checks to Housing Authority staff and is rebubursed by the Housing Authority for all costa incurred. Current staffing needs for the Section 8 Housing Assistance Program are met by two full-time pan= - a Housing Tecluddan and a Senior Clerk/Typist. Additional support gaff includes an Executive Director. HRA Supervisor. Housing Inspector, Clerical Supervisor and accounting clerk. No staff mennbera charge more than 100 percent of their time to Saxon 8 administration. Regular stats functions nulude, but are not limited to, outreach. intake and briefings. eligibility determioatimu. HQS inspections, rte. monthly Payer processh8• coordination of incoming and outgoing portability. information and refen d. damage claim processing and financial management program. The Executive Director is designed by the Housing and Redevelopnem Authority Board of Commissioners. The Executive Director is accountable to tie HRA Board of Cormnissionera A current organization chart for the HRA staff is amsched as Appendix J. f W APPENDIX A FORM APPROVED OMB No. 63-RIS07 U.S. DEPARTMENIt OF HOUSING AND URBAN DEVELOPMENT SECTION 8 - HOUSING ASSISTANCE PAYMENTS PROGRAM - HOUSING ASSISTANCE EQUAL OPPORTUNITY HOUSING PLAN PHAW NAME, ADDRESS, ZIPCOM AND TEL NUMBER APPLICATION NO. 3400 Plymait6 Boulevard Plymouth. MN 35447 (612) 5303050) MN46.E1704)03=7 LOCALITY OF OPERATION OF PROGRAM NUMBER OF UMTS BY SIM OBR IBR 29R 3BR 4BR Plymomb, MN 17 67 3 A. COMMUNITYW*Z BdOBMATION ZIMORTS L PWd a, y and media) Program has been auxessfidly puNleind in dw ,, Mrwo other means. Itnecessary. Paid advertisn would be ud lbW when waitigg lista are opened. 2. pnu rd *cam soddpW4 Press mh am will be kouW to conmwnhy wide newspapers wben our waiting lista are openedtocrewapplicama. This is amic4mm to occur once every three years. 3. Beo,}cccrea Oodlcde If plumed) Brochure b amuWy available. 4. Cmmmw =dub(==owe those plumed) rmed aM am toaPaummMSmsperiodicallytoDeepdmminformedofprogramdwgp. L Other The ProBun Is publicized througb memagm over local Cable TV as needed. B. SPECIAL EFFORTS TO ATTRACT FAMILIBB 1• ft" wWeti 81=009 an Itis basis of past enperlem or in your;. are nOMmulnot oto d * aor Yfor Catlawta of Fussily Pa"Wpadm NIM" apodal The current waftigg lists include rune, edwi ty m smw of hxmre. loam N a wide crow4cc lion of race. edudcity, Income and geographic Mo 2. Dmft aq special efforts to erwournge gets grnoo*) to apply: a. Fold adverilelog poli cM h+egramey asci media) AdverWlog In minority and inner city newspapers will be utilized when waiting lista are opened. as nmemmy. b. Prey releaata (pmnber a rdeff m o Press releases will be issued to mbw ty and inner chy nmpapen when waiting lists are opened. as necessary to maintain a diverse pool of applicants. C. Brochures (Indieate If plauoed) Bwdmm is currently available. d. Community contacts (eamnerate these planned) Cmunrunityorganizations serving special ontneacb groups will be contacted when waking lista am opened. We will 2180 register with the Metropolitan Council Information Line and send out notices to other housing agencies. e. Otim Notices over local cable television. C. SPECIAL EFFORTS TO (iMGE OWNER AND BROKER PARTICIPATION Describe efforts to be made to encmtrgp the partldpatloo of owners, brokers, property managen aatd nsocietloos thereof with malts In area other that low-locome or minority Conceotsted areas. 1. Pall advudft (Indkate frequency and media) None anticipated. PaNcipation has been In arcs with= concentrations of low-income or minorities. The Section 8 Program bas been well accepted and publicized in Plymouth. 2. Paras release Windber mwelpated) Pres Releases; will be issued at time of opening of waiting lista and as naeasary to promote PWM changes. Brochure Is currently available. 3. Brodsurn (Indicate N planned) Apartment menegerslownets are kept informed of program changes. 4. Comm u*y Contacts (emmae mb those planned) We currently have a good rapport with participating owners of our spartro m coidplexa. We recently held a Fair Homing Workshop inviting all spartmem ownerwmer agars. L Other An Informational mailing is planted to and to all owners of moral units (single family, duplexes, c on"townhoum). D. UTUMATION OF RECBNTLY COMPLETED PROJECTS AND BUD-HELD PROPERTM 1. Do ym plan to udke Col' rete * Completed Prldeett o any BUD4hdd No. L goo, ho+r'f E. EBTABLIBBIIGM OF WAMNG LIST AND ISSUANCE OF CERTIFICATES 1. A tmeb a aW d to polder and Procedures d to PBA. The erberk for to astelMiduniumt of a waitlag Bet and the hmaooe d arglialm duB be cow wit; Som Admtaittmtive Pleu - Section H. B.. P. Section W. A. A B a. °FbwkmKeqw" Ply (Bactlon 852.103). b. Thirty peeemt of ambled femilles to be very lowdoeome famMet (Secdm 852.113(b)). C. Tkb VI d the Grid Rtgbtt Ad of 1968 and Zxmdwe Order 11063 QMWon 882.201(c)). d. Oppomloohy to rmrdu In awrandy occupled dwdft8 0"m 852.103). e. Lineal houetsg m ddmn plan fodudiog reepoodbWes if any, for handles. . L LhW tg number Of CertlCISMS timed to coofmm to ACC autmrlmdon abctlao 882.209(4) (3)). 2. Brisling of Call6ate Bddere See Admidmadve Pian Section M Cad Saxton IV a. Desu be how aB Cadfiate Ndders wM be informed bWbl&mBy or In group d the fd bwlog Thal program loformatloo ere required by Seddon 8 RmWS Amb aoa Fgmenu a ag— - rahft Boning rcpkdom. 1) Fam0y and owaer remponalbMes under the late and Caaler et. 2) Bow to God a suitable unB. a) AffUmbb bouft qw7' almaderds and prooedura fo fan* turd owneea hupecthm for thdr todl kind cadlicadam d emwlkma wit Some standards. 4) Ap$lcmbla teats and load laws. 45) Federal, State and local fair bmutog mws. 6) Operation d Se Chopping Incem a credit. aw n b. Altoeb the Ilan of persons wile will amdnct may bddbg saalons and a swomea of the WaIng each hos rwells w will rsod a regarding hnplemmtotlon of dal, State mod Federal fir housing Inn. Denise Hutt and Mdlmss Ca niceW: bWemur training. HUD workdmp training session. Nan McKay sentnrs. C. Who commtmfty agencies, agadrmfoae or groups will ambt in the Briefing sessions will be conducted by staff, with assistance from an interpreter If necessary for tranlating program information for hearing imp" clients. d. Esphda the peooedtures did will be fdkmM when famllles encomtee dlealmimNoot (Wtach erdra obseh If seeded). Families are instructed to comas us or the HUD ares office regarding any dousing discrimination. They are given a copy of 'Fair Housing It's Your Right" HUD-1260-FHFA In their initial briefing session. Families are referred to the Minnesota Department of Human Rights and the Fair Housing Division of due HUD Area Office. F. STAFMG 1. What Is the FHA's emperiam m administering a housing program for a racially and ethnically warted populstlos? Plymouth has carried out a program of equal housing opportunities for a racially and etlmkahly varied population dote its inception. The Authority continues to pursue a program of fair homing and equal opportunity for W applicants and participants on At dwft programs. 2. Describe the nondberloolostim hbft pdky for staff for this program mad indicate pr esed racial eompodtlon d such doff by title. A new senior clakitypist position was recently advertised In varies minority newspapers to encourage minority application. Racial Composition of staff: BxeaWve Director-Whim/Caucasian; Howft Supevisor-White/Caucasian, Housing TechnwWWhlte/Coucasiam and senior CkAt typist-witwCoucasion. 3. Attaeb a copy d the FHA's Aflhmdlve Adfas Empbymesrt plan. If my. Attached is the City's Equal Fmployn m Opportunity Policy Statement. 4. Attwh s appy d hotr dlons glen to all employees er<gardiog compliance wWn local Siete mod Federal fah bwft laws. Attscined is the City's Equal Employment Opportunity Policy Statemem. G. OTHER Phase descant other aspects d your Equal Oppwbmlty Homing Nan ant odequdey snared by this tam. 26; j IL ASSURANCES 1. Auaeb a dpoed auanoee of eeaipWooe *0 Title VI of the. CMI ZWO Ad of im ORM41901). L Aa mb a dyed amw ce of oomplleoee whb This VM of the CMI RVO Ad of 1968 and Raea dve Older 11063 OiUD+91.3). FOR HUD USE ONLY Lb Plan b O Approved O Not approved ONte) . (S*natbro of EO DkMoO J Aare W. Hudburt, Ezmidve Dfreaw Due MUS PAGEINTENTIONAIJLY LEFP BLANK) Nff APPENDIX I -1i j -0v1-14) 1-14) P -i -VAT -I 90 o7t' 1=7 U=, r.,Tl- 7T. =t- ATA101 2. 3. i. fidbisted lncme:_:— Amml Income less the foliowi;: a) -----er-5480 for each Oftendent. OWfs so derddlissO) b) b for any iWderly FfamUygLdjMWSLfjMft. (Refer @a defiMam 042) 0 CWld cam expenses. op 6. Administrntfve_Pon- The plan that describes HA policies for admini 7. 2. Admission — The effective date of the first H 4P contract for a fmily (fust day of initial lease term) in a tenant -based program. This is Im point when the family bwA mes a participant in the Program. S. Amortization Payment: In a mamrfactured home so= retual: the motuhly debt service 10. 4. Annual Income Annual incase is b) includes, but Is not limited to: h—The full amount. before any payroll deductions, of wages and salaries. overtime pay, commissions, fees, tips and bonuses, and other compensation for personal services; ti) gr The not incase from openwo of a bushoss or professiop._ Expendinttes for business exosnsbn or ant akWon of ¢an W indebtedness aball not be used as deductions in determining net income. An allowance for deoreciation of assets used in a business or profession may be deducted. based on straight line dgMaetion. as provided in Internal Revenue 41ff V) 7, Payments in lieu of esminp, such as unemploymetu and disability compensation, workoran's compensation, and severa= pay; except as noted in Imme a b c of this definition): efode8eetiee. e C) 9r Periodic and determinable allowances, such as alknony and child wMrt Dgyme s. and regular contributions or gigs: received from gMizations or froma_ R_ v petsong not residing in the dwelWtg;of do FM*. sed we gosh-eena ---der besisi d) I9. All regular pay, special pay and allowances erAwm, @Is.) -of a member of Armed Forces (except as noted in ItBfdr.M* c of this definition): 0) 11 Popwarm is do Mail of do hembeld (a et" his 'SU19OPt--bw ee C) ——e—Awntal Income does not include the following: go V iii) 01 Lump -sum additions to famuy assets, sob as idwitances, insurance payments, (including payments under health and accident insurance and worker's compeffiation). capital gains. and settlement for personal or property losses, (egM as noted in MMM* b iii of this an powed floolved In 0 IMP sum for 661 -ad IV) Amounts received by the family that are soecifically for. or in reimbursement L.v,n u 1PI'.!_riiJ' Ili l 7.7 dw vii) 61 The special pay to a FbMy member serving in the Armed Forces wAW bem heisse --m-b—ft is asmixposed to hostile fire;, viii) 9. Amouft received: a) 0, Under training programs ftumW by HUD; b) By a person with a disability that are disregarded for a limited time for 416 i-'E r, Wll CALM J'. -i 1'. wmr-m Ioo Il MH t,.i jvJ lf:1111 all I:q 777771F" 1wrill=77-Wri-I 416 I a) Relocation payments made under title n of the Uoifonn Relocation Assistance Of -Al Real Property Acquisition Policies Act of 1970 (42 U.S.C. 4621-4993); Ib) h. The value of the allotment provided to an eligible bousehold for coupons under the Food Stamp Act of 1977 (7 U.S.C. 2011-2029); Ic) Payments to volunteers under the Domestic Volunteer Service Act of 1973 (42 U.S.C. 4951.4993); Id) d, Payments received under the Alaska Native Claims Settlement Act (43 U.S.C. 1626(a)); Ie) Income derived from certain bubmargival Iand of the United States that is held in trust for certain Wlian tribes 05 U.S.C. 459 (e)); Ifi Payments or allowances made under the ISeparnwtt of Health and Humart Services' Low Income Home Energy Assistance Program (42 U.S.C. 8621-8629); I8) 9 Payments received from the Job Training Partnership Act (29 U.S.C. 1552 (b)); Ih) h. Income derived from the disposition of finds of the Grand River Hard of Ottawa Indians (Pub. L. 940540, 90 Stat. 2503-2504); and Ii) The fust $2,000.00 of per capita shares received from judgment fittds awarded by the Indian Claims Commission or the Court of Claims (25 U.S.C. 1407-1408), or fiom fiuds held in trust for an Indian TnU by the Secretary of Interior (25 U.S.C. 117). Ij) Amounts of scholarships fimded under Title IV of the Higher Education Act of 1965 that are -used to cover the coat of attendance at an educational hatkution (See 24 CFR 215.1 (c) 6), 236.3 (c) (6), 813.106 (c) (6), and 913.106 (c) (6); and I 1"I 4.-..0I k) Payments received from program funded under Title V of the Older Americans Act of 1965 (42 U.S.C. 3056 (0). U it is not feasible to anticipate a level of it== over a 12 - month period, die income anticipated for a shorter period may be annualized. subject to a redetermination at the end of die shorter period. 1) 6 Payments received atter January 1. I 1989, from die Agent Orange Settlement or any other fund established pursuant to the "In Re Agent Otange" product liability litigation M.D.L. No. 381(E.D.N.Y.) M) MI Payments received under the Maine I Indian Claims Settlement Act of 1980 (Pub. L. 96420.94 Stat. 1785). n) The value of any child care provided as payment for such care or rem for costa incurred for such care) under die Child Care aml Development Block Gram Act of 1990 42 U.S.C. 08580. o) 6, Earned income tax credit (EITC) I refund payments received on or after January 1. 1991 (26 U.S.C. 320))• d) d. if it is not feasible to anticipate a level of income over a 12-momb period, the income anticipated for a shorter period may be annualized, subject to a redetermination at the end of the shorter period. 13.6 -Cortificam of FamilZ :- fCettificate•j. A docLmwm issued by the 11-N HRA to a farmLy selected for admission to the artiticate gminm. The certificate describes the I== and the gMR&res for HA atmtoval of a unit selected by dte fammIX, The certificate also states obliaationa of the family under the Row= for t Pam 14. 15. 1 t -JJ !.7 f -.'ll .I l7ImI.,if.'ll 'P a) A mombn wviw disability as derated in Sections MM of 42 U.S.C. 1437: b) t>!a Seeld Somily Aes (411 U.6 G, 423), op who he&-h_dggMjkMdAffAMAGLjg nMgWgo, issued by the Secretary. to have a physical, mental or anodotutl bnpairmetn dmrjW&L 1) ;is expected M&O 1w*-casr.'Afswd and indefinite duratiat, i1) a&batamially lam!: ss hisllterl4Aay to live independemlyt, and op JI1 '4 D V _ 1 ! 1.-' 1 '- 1 V .1 1', S !ill.11 'J1 1 _I u _ I I IJ I1. '1_._. ,1.:' I _L .'lll 1 _l'a... 1:' .I f .I "..11 lyr7u.7n I_. -A0W0AW 1 t -JJ !.7 f -.'ll .I l7ImI.,if.'ll 'P a) A mombn wviw disability as derated in Sections MM of 42 U.S.C. 1437: b) t>!a Seeld Somily Aes (411 U.6 G, 423), op who he&-h_dggMjkMdAffAMAGLjg nMgWgo, issued by the Secretary. to have a physical, mental or anodotutl bnpairmetn dmrjW&L 1) ;is expected M&O 1w*-casr.'Afswd and indefinite duratiat, i1) a&batamially lam!: ss hisllterl4Aay to live independemlyt, and op iii) +Is of such a mists that mobility is leve I be improved by more suitable housing conditionL or Q whoMm a developmental disability as defined is Session IMM of do Be-, 2 U.S.C. 6WI(; )k d) For purposes of reasonable accormtnodation and Rim= aecessibiligr for Dersons with disabilities. the term Want with disabilities means individual with bandmoo as defined in 24 CFR 8.3. 23. A -ROM displaced by governn=W anion. or g, person whose dwelling has been extensively damaged or destroyed as a result of a disaster declared or otherwise formally recognized pursuant to Federal disaster relief Taws. 24. D micile: Tim legal_residence of the household head or sponse as determined in accordance With State and local law. 25. 10. Q ugMsted Criminal Activity: As defined in 42 U.S.C. 1437f1fNS1. 19m Illegal marwfsom, sale, distribution, use, or possession with intent to n mtf mm, sell, distribute or me. of a controlled substance (as defined In Section 102 of the Controlled Substances Act (21 U.S.C. S02)). 26. Dwa-Trani Nina: 7Le illegal manmfaclure. sale. or distribution. or the possession with inum 27. 13, fjdmjLlkm:--A persons who is at least 62 years of age. t. F-- 11 J _,_ls . L. .(.r •. IIJJ hd. V -1(..1111:M .Lt 11:_ 1711... I:..i ll.' l II : ::: l.'I • I;':!. l !1 _ I! :!I1 71.1 I) t l 7L'1 l '1 /_.IJ If`._ '1I_ f_.II I_ ' 4!i' f_.II '_, li:' •1 :.1 n 7u.t lu I. Oi - i+ii t: I, 7 v t.ii 32. —The appropriate number of bedmonm for a family. Family unit size is determined by the HRA under do HRA subsidy standards. 33. FMR/Excerttion Rent Limit: The Section 8 existing housing fair market rent published by 34. 33. . Gross Rent: The awn of the rem to owner plus ggy utility allowance. 36. Gram Home: A dwelling unit that is licetmed by a State as a ars UP 38. _W9whV-AWJwryl• Awt s&W. c=W. municipality or other goverm watal entity or public body (or agency or instnunentality thereof) tltah-is audwrized to engap in or assist in the development or operation of As Mdht indud108a an hdian Housing Agency QW. (PHA end HA mean do same ddna.l 39. Housitta Assistance PavmeM0 IMe momhiv assistance nam an HA. which includes: a) A MM to the owner for rem to the owner under the family's lease: and b) An additional gLU M to the &WIX if the total assistance oavment exceeds the rem to gam 41. 86.— 4njdal HA: ---in portability the term refers to both: i) b) 42, Initial 1. 111 o Stand .[' The 1=0 llstentieW at the1'I .I ' 11 Me HAPM=gZjML 43. InitialR yll TIM no d. >>7' 1n 1.' of tHAPhe.111trac _ 111 an TM l.' 7' kr, -d.i 1= 7.,.7,—,,ji j—,M i:7777,.1 i :1111:-111 41. 86.— 4njdal HA: ---in portability the term refers to both: i) b) 42, Initial 1. 111 o Stand .[' The 1=0 llstentieW at the1'I .I ' 11 Me HAPM=gZjML 43. InitialR yll TIM no d. >>7' 1n 1.' of tHAPhe.111trac _ 111 an 77 _-I l.'_Il. 1 46. _ person who resides with one or more an-Wderly , ornear - who: a) -- ier-4s determined by the HA to be essential to the care and well-being of the pei mugs); b)—4t--ijs not obligated for support of the person(s); and c) --—wXould not be living in the unit except to provide necessary supportive services. the MA's Now 47. _ A Family whose Afasuel4bcome dces not exceed 80 percent of the median income for the area, as determined by HUPjbe Secretary of HUD with adjustments for smaller and larger families. e pt that the Secretary —4108-miiy establish Wan limits higher or lower than the 80 percent of the median income for due area on the basis of its finding that such variations are necessary because of prevailing levels of construction costa or unusually high or low family incomes. 48. MSA: A metropolitan statistical area. 49. MaindlictuMd_Home: A mamcfactumd structure that is built on a oerinmot chassis, is deshaM for use as a princhW place of reskkice and meets the HOS. A suxcial housing tune. 50. Manufactured Hone mace: In manufactured home space rental: A aW leased by an owner to a family. A mamufac od hone owned and occupied bv the family is located on the g=, 51. Mutual Housing: Included in the definition of "cooperative," I:T U'J 1I l7l 55. 36t---hftjoam:—__WjgkWULfamily) -A family that bas been admitted to an HA4 Bassin 8 lleosiq#-Assisu Program and is curremly assisted in the RMMm. The family becomes a participant on the effective date of the fun HAP con= executed by the HRA for the family (first day of initial lease term). 56. Pnvmettt tattdard In a voucher or over -FMR tenancy the maximum subsidy navment_foi a slim ill-mrji[J,§ I OLilg.I'A AN Irent limit. For an omer-13MR tenan.7. the pay=nt standard Cquals be current .',Ir.xception fem limit, 57. A PortsIbility: X1717717M on, 71 r. 177.7 7T7, FI ill T177 M I I 7T717ril Pam r1 7 .77— 'W;r 77%w iMoR 1% I FX7,7rT,7:T7 a) Far goMmWe units an the gd= unassisted market: and b) For comparable unassisted units in the premises. no I: -j II 1-'17 QI1a ll{ L1I k-mlI 1-f!Luw'-I1 11 LTJ' }M! 1 I I! lJ I-1 I Il -:1'!"11 W.J. ULL!171y IllI If ll 1f _ll_'I11':JLiI_ l cJ 1'IILI['111111121 J 1'1IJ 17171 TTI 3illit-) r:nr 6IiiT3ii?1tiTF1fII',SfF7L[ai7i 1 II l 1 k l! 7 f l Lf.f : t116I11.V'Jl! lL l-L'Utdl L71 X11 [H'f;! I' i -.l I [li-1 i 76. 77. 48, UP 1 IM@d WIN is 1001 imill" M. do 1163 78. _ The amount, if any, by which the motility >Aallowance for the unit, if applicable, exceeds the dotal Tieoant itsyment for the F*mily occupying die unit. 79. 47, MM Low-income Family: —A fsnily whose ArAmal4jacome does not exceed 50 percent of the median income for the area, as determined by iali39the Secretary of HOD, with adjustments for smaller and larger families h may establish income limits higher or lower than 30 percent of the median income for the area on the basis of its finding that such variations are necessary because of unusually high or low family income. 80. Violent-0iminal_ActivityLiminal activity that has as one of its—elements the use. Fi7a :7_PM IL, -77 Liz.! 1. J _ti t_Il I.' 9) 48, MOM! Any penes henembl.-.- feenv ferees-of the November 1 194-11 umil f!' 4h&A"j m; {F•. Bt stiShma SOMEONE - J no THIS PAGE INTEDMONALLY.LEPT BLANK]. F APPENDIX C FEDERAL SELECTION PREFERENCES In accordance with HUD Notice P!H 96.7 (HA) in which federal preference selections were suspended, the HRA has opted to continue using this prehrence selection procedure. The HRA will give preference to families that are otherwise eligible for assistance and that. at the time they are seeping housing assistance, are involuntarily displaced, living in substandard housing, or experiencing a rem burden and paying more than SO percent of family income for rent. An applicant.is or will be involuntarily displaced if the applicant has vacated or will have to vacate his or her housing unit as a result of one or more of the following actions: A. DMplacenient AL Disaster such as a fire or flood, that results in the uninhabitability of the applicant's unit; B. Govermnent Action by an agency of the United States or by any state or local government body or agency in connection with code enforcanent or a public improvement or development program; or C. Housing Owner's Action that forces the am 'cant to Vacate its unit that is• housing owner that results in an applicant's having to vacate his or her unit, where: Beyond an applicant's ability to control or prevent; 2. Occurs although the applicant met all previously imposed conditions of occupancy; and 3. Is other than a rem increase or eviction for cause. The reasons for a tenant's involuntary displacement by owner action includes, but is not limited to the following: a. Conversion of the unit to notHe tal/residential use; b. Closing of the unit for rehab or any other reason C. The owner wants the unit for personal or family use or occupancy; d. Sale of the unit, in which an applicant resides under an agreement which requires the unit to be vacant when possession is transferred; C. Any other legally authorized act that results or will result in withdrawal of the unit from the rental market; f. An owner's decision not to renew, an applicant's lease. so 4. An applicant is also involuntarily displaced if they moved from an assisted housing unit because of failure to comply with program policies on under or over occupaucy, Verification of Owner Action is obtained from the owner or his/her agent. S. Applicants must qualify for a preference at the time of selection. An applicant loses the preference if they obtain "standard replacement housing" before selection. This would be housing that is: a) Decent, safe and sanitary; b) Adequate for the family sin; c) Permanent and occupied pursuant to a lease or occupancy agreement. D. Domestic Violence of a Recent or continuing num which results in the applicant: I. Vacating the unit because of domestic violence; or 2. Living in a unit with an individual who engages in such domestic violence. a. "Domestic Violence" means actual or threatened physical violence directed against one or more members of the applicant family by a spouse or other member of the applicant's household. b. For an applicant to cfualify as involuntarily displaced because of domestic violence: The HRA must determine that the domestic violence occurred recently Of is of a continuing nature; and 2. The applicant must certify that the person who engaged m such violence will not reside with the applicant family unless the HRA has given advance written approval. If the family is admitted, the HRA may deny or terminate assistance to the family for breach of this certification. For Domestic Abuse Displacement, replacement housing does not include a shelter or the return to the abuser's residence. Verification of Domestic Violence Displacement is wcomplow through written confirmabon from Police. social service agencies, courts, clergymen, physicians, or public or private shelters or counseling facilities. Families receiving this preference must certify that person inflicting violence will not rejoin family without advance written HRA approval. Violating this verification is grounds for denial or termination from program. E. Displacement to avoid reprisals: 1. Family members provided information on criminal activities to a law enforcement agency; and 2. Based on a threat assessment, the law enforcement agency recommends rehousing the family to avoid or minimize a risk of violence against family members as a reprisal for providing such information. The HRA may establish appropriate safeguards to conceal the identity of families requiring protection against such reprisals. UP 100— NI F. Displacement by hue crimes: 1. One or more members of the applicant's family have been the victim of one or mon hate triunes; and. 2. The applicant has vacated a housing unit because of such crime, or the fear associated with such crime has destroyed the applicant's peaceful eWoymem of tie unit. A. 'Hate trine' means actual or threatened physical violence of intimidation that is directed against a person or his/her property and that Is based on the person's rue. color, religion, sex, national origin, handicsp, or familial status. b. The HRA must determine that the hate crimf involved occurred recently or isofacontinuingnature. G. Displacement by inaccessibility of unit: A member of the family has a mobility or other impairment that makes the person unable to nue critical elements of the unit; and 2. The owner is not legally obligated to make changes to the unit that would make critical elements accessible to the disabled person as a reasonable accommodation. H. Displacement because of HUD disposition of multifamily project: Involuntary displacement includes displacement because of disposition of a multifamily rental housing project by HUD under Section 203 of the Housing and Community Development Amendments of 1978. liven to residents of inadequate housing and for the homeless. A. A housing unit is substandard if it: 1. Is dilapidated. 2. Cees not have operable indoor plumbing; 3. Does not have a usable flush toilet inside the unit for the exclusive use of a family; 4. Does not have a usable bathtub or shower inside the unit for the exclusive use of a Many; S. Does not have electricity, or has inadequate or unsafe electrical service; 6. Does not have a safe or adequate source of heat; 7. Should. but does not have a kitchen; or S. Has been declared unfit for habitation by an agency or unit of government. B. A lousing unit is dilapidated if: 1. The unit does not provide safe and adequate shelter, and in its present condition endangers the health, safety, or well-being of a family; or, Eff 2. The unit has one or more critical defects. or a combination of intermediate defects to sufficient number or extent to require considerable repair or rebuilding. The defaxa may involve original construction, or they may result from continued neglect or lack of repair or from serious damage to the structure; C. Status of Single Room Ocapawy (SRO) bowing: 1. In determining whether an individual living in SRO housing qualifies for federal preferem, SRO housing Is not considered substandard solely because the unit does not contain sanitary or food preparation facilities. D. The homeless famfly includes any person or family that: 1. back a fixed, regular, and adequate nighttime residence; and also 2. Has a primary nighttime residence that is: a. A supervised publicly or privately operated shelter designed to provide temporary living accommodations, including welfare hotels, congregate shelters and transitional housing for the mentally ill; b. An institution that provides a temporary residence for individuals intended to be institutionalized; or C. A public or private place not designed for, or ordinarily used a regular sleeping accommodation for human beings. Such a place could include the out-of- doors, such as streets, under bridges, or in parks. Verification of substamdard housing is established by the following documentation: 1. Written verification to the satisfaction of the Plymouth HRA from a unit or agency of government or from an applicant's present landlord that the applicant's unit has one or more of the deficiencies described above; 2. Written verification to the satisfaction of the Plymouth HRA from a public or private shelter or from the local police department or social services agency that the applicant Is a homeless family. ResiL.Burden1 Given to families or individuals paying more than 50% of their hwome for rent for at least 90 days. The definition of rent includes: A. The monthly amount due under a lease or occupancy agreement between a family and the fandly's Current landlord. Verification is by canceled Checks or money orders, copies of rental documents or through the landlord. -- IQW B. The cost of famity-purchased utilities determined, at the option of do applicant, either by: 1. The HRA utility allowance, or; 2. The average monthly utility payments actually made for the moat recent dues months. reduced by any amounts paid by an energy assWattce program. Verification is by bilis. receipts, or through the utility company. C. A msmufaaured hoose and pad. Total "rent- includes the mortgage payment. pod rental and utilities. Verification is made through mortgage doamhente, renal agremnentts, and utility bills. D. Charges under de occupancy agreement between members and a cooperative. Verifwadon is by copy of an occupancy agreement. B. The `rent burden" preference does not apply if de applicant is now paying more than 50% of household income for rent because housing assistance was temunated for failure to comply with program policies on under -occupancy or over -occupancy. AW rnLa PAGE INMMONALLY LEEN BLANK) APPENDIX D i SUBSIDY STANDARDS Subsidy standards are set forth to determine the unit sin to be designated on the Cerdfwate of Family Participation for families of different sins and compositions. The purpose in establishing subsidy standards is to avoid overcrowding, while maximizing the use of space and minimizing subsidy costa. Number and Composition of Family Members Unit Size I per: 0 or 1 Bedroom 2 persons: a. Adults 1 Bedroom b. Parent and 1 Child 2 Beds 3 Persons: a. 2 Adults and 1 Child 2 Bedroom b. 1 Parent and 2 Children of am sex 2 Bedroom c. I Parent and 2 Children of opposite sex 2 Bedroom 4 Persons: A. 2 Adults and 2 Children of same sex 2 Bedroom b. 2 Adults and 2 Children of opposite sex 2 Bedroom c. I Parent and 3 Chimm; all of same sex 3 Bedroom d. 1 Parent and 3 Children; 2 of same sex, I of opposite sex 3 Bedroom S persona: a. 2 Adults and 3 Children of same sex 3 Bedroom b. 2 Adults and 3 Children; 2 of sante sex, I of opposite sex 3 Bedroom c. 1 Parent and 4 Children; all of saw sex 3 Bedroom d. 1 Parent and 4 Children; 2 of each sex 3 Bedroom e. 1 Parent and 4 Children; 3 of am sex, 1 of opposite sex 3 Bedroant 6 Persons: a. 2 Adults and 4 Children; W of same sex 3 Bedroom b. 2 Adults and 4 Children; 2 of each on 3 Bedroom c. 2 Adults and 4 Children; 3 of same sex and 1 of opposite sex 3 Bedroom 11 THIS PAGE INTENTIONALLY LEFT BLANK] Off i APPENDIX E INFORMAL REVIEW AND HL4ZWG PROCEDURE Housing and Redevelopment Authority In and for the City of Plymouth Section 8 H=mL- Assistance Program - Existing Housing The purpose of this review and hearing PtWWM is to provide an Applicant or Pardeipam in the Plymouth Housing and Redevelopment Authority (NRA) Section 8 Housing Assistance Program an opportunity for an bdmmal review or hearing of a decision by the HRA to deny, reduce, or terminate assistance. It is not the purpose of thin review to resolve disputes or problems which occur between applicants, participants, and owners, nor to review discretionary administrative determinations by the HRA. Rather, the review process is established to determine whether ao HRA decision in in accordance with applicable laws, HUD regulations, and HRA administrative standards. WFORMAL REVIEW The HRA is gpt required to provide an Applicant with an informal review in at following cases: To consider discretionary administrative deterrahnatiom by the HRA or to consider general policy Issues or class grievances; To review the HRA's determination of the number of bedrooms entered on the Certificate/Voucher in accordance whit the subsidy standards established by the HRA; To review the HRA's determination that a unit does not comply with the Housing Quality Sundards, including due to famlly size or composition, of the HRA's determination to not approve the lease for the unit; nor To review the HRA's decision am to approve a request by a Certificate/Voucher holder for an extension the term of the Cerdficate/Voucher. fafermal Review for Applicium: 1. The HRA shall give an applicant for participation in the Section 8 Housing Assistance Program a prompt written notice of a decision denying assistance, including a decision denying listing on the HRA's waiting list, Issuance of a Certificate, or participation in the Program. The notice shall also state that the Applicant may request In writing, an informal review of the decision within to days. 2. The Wormsl review will 5e held at the HRA offices sad coaducted by any I,e icon or persons designated by the HRA, other than the individual that originally ismed the denial, or a subordinate of that person. 3. At fie Informal review, the Applicant will be given the opportunity to proem written or oral objections to the HRA's decision. Every attempt will be meds at the time of the informal review to resolve the dispute. 4. Following the review, the HRA will notify the Applicant in writing within 30 days of the final HRA decision, Including a brief statement of the reason(•) for the final decision. 10% RVFOIWAL HEARING The HRA Is Ilei required to provide an opportunity for an informal hearing in the foilowin8 cases: To review discretionary administrative daermimtions by the HRA, or to consider general policy issues or class grievances; To review the HRA's determination that a unit does not comply with the HRA's housing quality standards established in accordance with 882.109, that the Owner has failed to maintain or operate a Contract Unit to provide accent. safe and sanitary housing In accordance with the dIQS (including all services, maintenance and utilities required under the Kase). or that the Contract unit 4 not decent, safe and sanitary, because of an Increase in Family am or chop in Family composition; To review the establishment of the Schedule of Utility Allowances; To review a decision by the HRA to exercise or not to exercise any remedy against the Owner under an outstanding Contract, including the termination of housing assistance payments to the Owner 882.211(c)); or To review the HRA's decision not to approve a Family's request for an extension/suspension of the term of the CertifhcateNoucher issued to an assisted Family which wants to move to another dwelling unit with continued participation in the HRA's Section 8 program. The HRA shall give a participant in the HRA's Section 8 Housing Assistance program an opportunity for an informal hearing to consider whether decisions relaa,.g to the individual circumstances of the Family are in accordance with hhw. HUD regulations and HRA rules, in the following cases: A determination of the amount of the Tont Tenant Payment, Tenant Rent. or Utility Allowance (rot including determination of the HRA's Schedule of Utility Allowances) for Families in the HRA's Section 8 Program. A decision to deny or terminate assistance on behalf of the participant. A determination that a participant Far: y is residing in a unit with a larger number of bedrooms than appropriate under the HRA standards (see 882.209(6x2) and 882.213). and the HRA's determination to deny the Family's request for an exception from the standards. In the case of an assisted Family which wants to move to another dwelling unit with continued participation In the HRA program (see 882.209(m)(1)), a determination of the number of bedrooms entered on the Cerdliicate/Voucher under the standards established by the HRA (ala 882.209(6)(2)). informal Hearing for Pardeipants Procedures: 1. Notice to be given by the HRA to the family shall be in writing, given personally to a member of the family of as a least sem by mail a the family at its last address contained In tie HRA file, with a proper return address and request for forwarding if the family has changed its post office address and not informed the HRA. 2. Any notice of termination of the family's participation in the program shall state the grounda for termination and informn the family of the procedures necessary to obtain a hearing. 3. A request for a hearing must be meds in writing to the HRA, or in person by the family at the HRA offices, within 10 days of the receipt of the notice. 4. If a family requests a (fearing, it shall be entitled to a haft on the fames at tie offices of the HRA at a date ad time agreed upon - no more than 14 days after the request, if possible. S. The panics shall be entitled to a fair hearing before a throe member hearing board consisting of the HRA's Executive Director. if possible. or the City Clerk, serving as the hearing ofiioer and two City of Plymomh employees not involved in the daily operation of the Section 8 Rrogram. 6. The family sad the HRA must be given tie opportunity to examine before the hearing any doamxms including recur, I and regulations from each other that aro directly relevant to the hearing. The requesting party mut be allowed to copy any such document at dot pony's expense. U the documents aro not made available to the other party, the document cannot be relied on during the hearing. 7. The parties may be represented st the hearing by legal damsel or another person chow as a representative. S. The hearing shall be private unless foe family requests otherwise and the hearing board agreer to a public hearing. 9. If a family or its representative fail to appear at a hearing, the bearing ofricer may postpone the hearing or male a determination that the family las waived its right to the hearing. 10. At the hearing the family and HRA staff Involved may present evidence and arguments in support of their positions. Hearings shall be conducted by the hearing officer in an informal man= sod my issues raised by the parties may be heard by the hearing board without regard to whether that evidence would be admissible soder rules of evidence employed in judicial proceedings. D11. After the hearing Is concluded and the parties aro dismissed. the hearing board meets privately to decide a! en their recommendation. 12. The hearing board's decision shall be in writing, bared solely on the evidence provided at tie hearing and must elate the legal and evidentiary grounds for the decision. The above review and hewing procedures aro in accords= with 24 CPR. 882.216 of the regulations for the Section 8 Housing Assistance Program. The HRA is not bound by a hearing decision Concerning a matter for which the HRA is not required to provide an opportunity for an informal beating pursuant to 882.216(0), or otherwise in excess of the authority of tie person conducting tine hearing under the HRA bearing procedures. or Contrary to HUD regulations or requirements, or odowiro contrary to Paderel, State or local law. U the HRA determines flat it Is not bound by a bearing decision. the HRA shall promptly notify the participant of A deeruft m. and of the reasons for the determination. P THIS PAGE INTENTIONALLY LEFT BLAND UP I. \ APPL NDIX F s a ra>EA ! .Rte awu my v 7s.1#rI'vF J L;AV iivV 441,91" CLIENT PORTABILITY FACT SHEET Portability means a family can move out of the HRA's jurisdiction and still use their certificate. Certificates are portable throughout the United States. If you want to move out of this HRA's jurisdiction, you must contact this HRA's representative to arrange for a portability transfer to the new housing authority (HA). The new HA will have the option of giving you one of their certificates/vouchers, or billing this HRA for posing and paying your rent subsidy. Mn/fOTAnt eM You will need to inform us of your decision to move to a new location. Remember that you will be committed to a one-year lease and have to remain in the new community (jurisdiction) for a minimum of 12 months. If you are currently renting, a proper notice to vacate must be given to your current landlord. Once you decide where you want to move, we can inform you of the rent limits and utility allowances in that community. Generally, you should fund a unit in the new community and have a Request for Lease Approval form completed before you transfer to the new HA. The form needs to be in to our office 30 days before beginning the now lease. When the completed Request for Lease Approval form is returned. along with current verifications, we will contact the new HA, inform them of your transfer, and send torn the papers necessary to complete your transfer. SN4= THIS PAGE WMNTIONALLY LEFT BLANK] APPENDIX G PLYMOUTH HOUSIMG AND BMMO MBNT AUTHORHY UN Pbatsa& Bmkmv4 Pbma* MN 6X17 (612) NO -RIO Ssellou 8 EdAeg Horring. 1AW& Allotratrer &ke&k Circle the Unit Tvse M - Multiple Dwelling (any building with 3 or more unite) DIT m Duplex or Towahaue SF o Single Family Dwelling To akulme the utility alhrwaam, cinch: the am= of the allowattce listed for all the militia which you must pay. Be sure to use Cue proper colo um for the bedroom size (BR) and to circle the amo m for the proper mit type. The Raoge and Refrigerator row am m that You mm those &Miss=, so do rot circle them U they are provWed by the owner. IBR 2BR 311R Illi; UtU / Iltmce M D/P SF • M DIT SF M DIT SF Dfr SF . HEATING Gas 2? 30 34 30 1 37 47 37 44 57 S9 69 Ehxtric 3l 1 42 1 32 39 152166 48 166 180 80 1 99 COOKING Gas 3 4 S 7 Bleu i.:.:3.;- F •:=.3::• aT;: 6.'r.Nr,.; OTHER ELECTRIC x r.. . Z6 L: ` r....dr. r.28S...•. w :a •, WATER HEATING Gas 8 9 11 14 Electric 16 16 20 23 WATER A SEWER 19 25 29 37 TRASH COLLECTION 16 16 16 16. RANGE 4 1 4 4 4 REFRIGERATOR S 1 S S S Total AUowa for this unit Rem for this unit Gross Real FairMUM Red , $dor 8772 $1016 7987 Flaymmed Standard U you have a Certificate, the Grass Rem (rem plus allowance) mast not be higher thea the Fair Market Rem. Figure the utility allowance and rem for the unit size listed on your Cerditate/Voucher or the actual size of the unit selected, whichever it smaller. Effective 12/1/97 THIS SCHEDULE WELL BE REDETERMINED ANNUALLY AT WMCH TNM IT WELL AUTOMATICALLY BE AMENDED. 2W r THIS PAGE INTENTIONALLY LEFT' BLANK] CJI 13P 1 1. 2. 3. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. APPENDIX H INFORMATION PROVIDED IN BRIEFING PACKET Things You Should Know (HUD, May 1988) Excerpt explaining applying at an apmoneat Plymouth Pant and Recreation Offm Financial Aid Excerpt from HUD Handbook 7420.7 - Pages 4-04 and 4-45 dgWft briefing information Request For Lease Approval Prohibited Lease Provisions Client Purtsbility Fact Shat Procedures for Interim Reviews Utility Allowance Schedule/Fatr Market Rema Letter explaining Section 8 procedures Lease Addendum Applicant Statement Current Housing Information Inspection Form - Section 8 Housing Assistance Program (HUD65280-A) Dial -A -Ride Pamphlet Voter Registration Caro Guide to the City of Plymouth Landlord and Tenants Rights and Responsibilities Protect Your Family From Lead in Your Home (EPA747-K-94-001) Brochure from HomeLine regarding housing problems NSP - Bill Paying Assistance and Resource Directory Plymouth Parc and Trail Guide Fair Housing It's Your Right Map of City of Plymouth List of Agencies and Services for Northern Hennepin County List of Apartments that Accept Sections 8 List of Accessible Unita General Information on Conducting Intorntsl Hearings Information on Total Tenant payment and Tenant Rem A Good Place To Live Booklet Statement of Family Responsibility (HUD -25278-B) E THIS PAGE INTENTIONALLY LEFT BLANK] 7769 i APPENDIX I INCOME LIINPPl3 (dtecdve December 31,1997) Famj1Y.Sin 1 $21,300 2 24,300 3 27,350 4 30,400 5 32,850 6 35,250 7 37,700 8 40,150 Mis limit may be redeternuoed by HUD at which time it will automatically be amended. ZIP MW PAGE OnINnONALLY LEFT BLANK] EL APPENDIX J OWANIZATIONAL STRUCTURE PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY HRA BOARD OF COMMISSIONERS Anne W. Hurlburt Executive Director I Edward Goldsmith IHRASupervisor Milt Dale Housing Specialist Denise Hutt Clerical Supervisor Melissa Camiceili Housing Technician AW Barbara Peterson Senior 'Clerk/Typist q L MEMO r' CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: June 10, 1998 for Housing and Redevelopment Authority Meeting of June 18, 1998 TO: Anne urt, Executive Director FROM: Edward Goldsmith, HRA Supervisor SUBJECT: Resolution Approving the T.R.A.I.L.S. Family Self -Sufficiency Program Budget and Extension of the Program Agreement In July, 1995, the HRA and the St. Louis Park Housing Authority initiated our joint family self. sufficiency program known as Training and Resources to Attain Individual Long Tenn Success T.R.A.I.L.S). The program is operated by the nonprofit Employment Action Center under an agreement among the three agencies that will need to be extended for up to twelve months. The first year's goal for the program was to enroll fifty participants from among the Section 8 and Public Housing clients of the two housing agencies. This goal was met during March, 1996. The program currently has 32 participants from Plymouth and 40 from St. Louis Park. More than half of these participants are currently employed, with the remainder in the process of looking for work, in a vocational or educational program, or in a service assessment. Twcnty- seven of the participants have seen an increase in their incomes that has qualified them to have the corresponding decrease in their housing assistance from HUD contributed into an escrow account that they will be able to use for a home purchase or costs related to their continuing advancement. For the year starting July, 1998, the program goal is to maintain an average enrollment of 65 program participants, 26 from Plymouth and 39 from St. Louis Park. The proposed program budget of $50,000, is a 5.1% decmm- from the current budget of 52,677. Copies of both budgets are attached. Based upon a continuing 40% participation by Plymouth clients, the HRA's share of the budget would be $20,000. With $20,000 in CDBG funds already allocated to T.R.A.I.L.S. for the 1998 program year, the HRA will not need to allocate Section 8 Reserve funds for the new budget. I recommend that the HRA Board adopt the attached resolution approving the budget and extension of the program agreement for the T.R.A.I.L.S, Family Self-Sutlieieney Program. Attachments: 1. Proposed 1998-9 T.R.A.I.L.S. Budget 2. 1997-8 T.R.A.I.L.S. budget 3. Draft HRA Resolution No. 14 4. May, 1998 T.R.A.I.L.S. Report I M77i iMK Tr[ 71 HRA RESOLUTION 98.14 APPROVING THE BUDGET FOR THE T.R.A.I.L.S. FAMILY SELF-SUFFICIENCY PROGRAM FOR THE 1998-9 PROGRAM YEAR AND AUTHORIZING EXTENSION OF THE AGREEMENT FOR OPERATION OF THE PROGRAM WHEREAS, the Plymouth Housing and Redevelopment Authority and St. Louis Park Housing Authority have cooperatively worked together to initiate T.R.A.I.L.S., a joint Family Self - Sufficiency Program to provide social services, education and job training to help Section 8 and Public Housing participants in the two cities reduce dependency on public assistance and reach individual goals; and WHEREAS, a budget for the program year starting July 1, 1998 for $50,000 has been proposed to serve an average of 65 program participants, 26 of whom are to be HRA clients; and WHEREAS, the HRA's proportional share of the proposed budget is $20,000 to be paid with Community Development Block Grant funds allocated to the HRA by the Plymouth City Council; NOW, THEREFORE, BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF PLYMOUTH, MINNESOTA, that it approves the proposed Budget for the T.R.A.I.L.S. Family Self -Sufficiency program for the program year starting July 1, 1998; and the use of Community Development Block Grant funds of up to 20,000 for said budget; and BE IT FURTHER RESOLVED, that the HRA Chair and Executive Director are hereby authorized to execute any documents necessary to extend the Agreement among the Plymouth HRA, the St. Louis Park Housing Authority and Employment Action Center dated July 15, 1995 for the operation of the T.R.A.I.L.S. program for a period of up to twelve months, consistent with the approved budget. Adopted by the Plymouth Housing and Redevelopment Authority on June 18. 1999. TRAILS r Budget July 1, 1998 - June 30, 1999 Full-time case manager 26,888 1096 supervisors salary 8,688 3% director's salary 1,848 Fringe Seneets 80143 AdrMnistretive Costs 8.804 total RESOURCE coat to operate — contracted overhead for payroll, accounting, audit, etc.) Local travel 160 Subscriptions/publications 0 Job L. inl4newspapers, etc. for job search) Staff traininglOrganisation Dues 76 Postage 100 Program, Office, and Meeting supplies. 476 Printing 60 Participant trevel,daycare. emergency needs 1287 Educational assistance-partieipants Otiror 300 GRAND TOTAL: 60,000 This budget supports case management "Moss to a maximum of sixty-five continuous participants. Attaa lkrQa7f' TRAILS r Budget July 1, 1997 - June 30, 1998 Full-time case manager 26,365 20% supervisor's salary 8,963 3% directors salary 1,873 FringeBenefits 8,883 Administrative Costs 8,803 total RESOURCE cost to operate -+ contracted overhead for payroll, accounting, audit, etc.) Local travel 400 Subscrlpflons/publications 160 Job Link,newspapers, etc. for Job search) Staff traininglOrganization Dues 275 Postage 250 Program, Office, and Meeting supplies 700 Printing 150 Participant travel,daycare, emergency 875 needs Educational assistance -participants 300 Other 100 GRAND TOTAL: $52,877 This budget supports case management services to a maximum of sixty continuous participants. 4,I;JKell ,14L'iN 4d[e]:944L'id4 June 7, 1998 fA5i 14ACR Mmn.wra fomrly tmrewwo br Mr. Edward J. GoldsmithUPC* -op I.N.A.Il5 Supervisor ah rg tea- Housing and Redevelopment Authority fta-mWb.";. vVonyn ;n hanitpn City of Plymouth 3400 Plymouth Blvd. OtheP irawr w.rateas calm "in Plymouth, Mn. 55447 DiJxarrl WpLn ho'rarm Maur. Wolin Pwgran Sr01151000 Suburban AM RPA 1,, Dear Ed: We CAN Job; OWL re.Lrn Mft Enclosed is the monthly report for the T.R.A.I.L.S. Program for May, 19%, along r; a,; P°' p aarbaad P,al.a with the revised budget for the program for 1998.1 added some direct client services N— Charm 5rrb.rbon Youth )TPA dollars back in to conic to the $50,000 figure. The budget mirrors fairly closely what a Dod; we will spend on the T.R.A.I.L.S. program for this year. Y Please yvo me a cell at 924-1272 if you have any questions or if you need any nwre information prior to the June 17th T.R.A.I.L.S. meeting. Thank you. Si Kevin T. Meehan Program Director X6715 Minnetonka Boulevard, Suite 212 Minneapolis, Minnesota 55426 6121925.9195 FAX 924.1295 TDD 924.1297 An Earl Opportunity/A.10mrail" Action employe, T.R.A.I.L.S. MAY, 1998 Outcome Report PY 097 ( .Tiny 1.,1997 - June 30, 1998) Plymouth 2 St -Louis Park 1 29M 3 Employed Vocational Training English as a Second Language Job Search Assessment Cummulative Py 1997 PY97 ActuUn ON" 32 24 12 3A 72 60 P1Yo A= 37 Elam fi= 18-24 1 0 25-30 10 11 31-46 19 23 41-50 1 6 50+ 1 0 Cummulative Py 1997 PY97 ActuUn ON" 32 24 12 3A 72 60 P1Yo A= 37 18 19 16 4 12 0 0 0 16 10 6 3 a 3 72 32 40 RAGS an African American 24 $166 Female P31m X36' European Americanl8 24 hale 1 4 tive Met .Self-sufficiencylroals) 17 Withdrawal by Participant 7 Administrative termination 9 Sec.8 portability transfer. 8 rzm A= 13 14 RUM= 7 10 4 3 5 4 2 6 r F. MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MIJ 55"7 DATE: June 11,1998 f Housing and Redevelopment Authority Mating of June 18,1998 TO: .Ana Hurl Executive Director FROM: Milt ousing Specialist through Edward GoldsmitIVRA Supervisor SUBJECT: Request for Assistance from Former First Time Homebuyer - Information Report Last month the Board was provided with a report regarding a single parent had of household with one child who bought a house in Plymouth and received $10,000 in First Time Homebuyer program assistance. Later the homeowner discovered there were significant structural problems with the house and she wrote a letter to the City requesting assistance. She questioned if the City would allow her, if she did sell her house, to use $10,000 of first tim =wine buyer money to buy a second house or if she did not sell her house, would she be allowed to receive housing rehabilitation assistance for repairs even though she has noequity in the home? Since the May Board meson , I have met with the homeowner and two Community Action for Suburban Hennepin (CASH) seri people, Bill O'Meara, Home Rehab Counselor, and Maxine Timm, Home Ownership Programs Manager, at the house to discuss various options. 1 also have talked with Jim Saodehl, MHFA Programs Coordinator for US Bank in Minnesota, as to the availability of an MHFA loan. J At this time I am investigating several possible options. A staff report outlining the various options in more detail will be provided for the July Board meeting. No action is necessary by the Board at this time. THE ADJACENT DOCUMENT WAS SUPPLIED BY AGENCY NAMED BELOW. DUPdNG THE REGULAR COURSE OF BUSINESS, TO BE FILMED BY ACS/IS ACCORDING TO NATIONAL BUREAU OF STANDARDS REQUIREMENTS FOR ARCHIVABLE MICROFILM AND 6.