HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 05-21-1998PLYMOUTH HRA
STAFF REPORTS
MAY. 1998
AGENDA
PLYMOMN MOUSING AND REDEVELOPMENT AUTXOR177
Mgy21,1998ot 7 MP.AL '
MedidneLake C= tresrceRoo^ Poww * ap'Hag
1. Cell to Order
2. Approval of the Minutes of the April 16, 199l; Meeting
3. Single Family Handicap Accessible Housing Proposal from Plymouth Housing Alliance and
West Hennepin Community Builders
4. Plymouth Towne Square
a. Monddy Report
b. Extension of Maoagemmt Agreement With Walker Management
5. Section 8 Annual Cotrtrbutions Contract
6. 1999 City Budget. Process
7. Nomination and Elation of Off=
8. Application for the Mhmesota Department of Trade and Economic Development's
Contamination investigation and RAP Development Grant program
9. T.R.M.L.S. Monthly Report
10. Other Business
11. Adjournment
REMEMBER: 7Y#e M1C4MlMdalon T'I 1eadr Anaar121108 of -Like Water: Rafft Down" will
be on Traft, Mqy it, 1998 at 740 PM of the Aiotb Jaharm CoWeSwlon, l esn Mi kMg
Lane, Mbrndan"
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MINUTES
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
April 16,1998
PRESENT: Cemmisdmm Brlaa Helmken, Brad Brown and Judy Jnr;... -ten.
ABSENT: Chair David Gain s d Comm r Pat Pds:%ft
STAFF PRESENT: HRA Supervisor Ed Goldsmith. Senior C1ahITypbt Barb Pder000.
OTHERS PRESENT., Dong Mqo repmenting Comm illond Comm miles and
Elaine Igfoerd-Mime eepe 1 11 MICAH.
1. CALL TO ORDER
A meeting of the Plymouth Housing and Redevelopment Authority was called to order by
Commissioner Brian Helmken on April 16 at 7:03 p.m.
2. APPROVAL OF MINUTES
MOTION by Commissioner Johnson, seconded by Commissioner Brown, to recommend
approval of the mantes of the March 19, 1998 meeting.
MOTION by Commissioner Johnson, seconded by Commissioner Brown, to recommend
approval of the mitudes of the Manch 30, 1998 special meeting.
Vote. 3 Ayes. Motion adopted unanimously.
3. Plymouth Towne Square Meafhly 11101ift Report
Melody Burnham, Plymouth Towne Squatt Manager was not present and there were no
questions the report.
4. LOAN TO ADVANCE FUNDS TO COMMONBOND COMMUNITIES FOR HUD
202 SENIOR APARTMENTS.
Supervisor Goldsmith bm qft the Board up to date on this project. CommonBond is the
designated developer and was represented by Doug Mayo. Because of contaminated soil
Roulund and the City have had to redd& and rework'the financing for the project resulting in
a delay. we are anticipating the senior building can be started this fall.
Staff is recoding that this be a loan at 3% and payable upon the initial closing of the
HUD' Section 202 units. It would be an unsecured loan as Commonflond docs not have
available collateral. N it does not close the loan will be paid -off over five years. They are the
largest non profit developer in the state with 2400 units in Minnesota. Staff feels that the risk
is low. Commissionan Brown asked about the status of the comammation.
Roulund is doing additional testing to confirm that no contamination exists on the Phase 1
J portion of the site. A purchase agreement could be signed next week if no contamination is
found on the site. Roulund warned to do the boundary survey and make sure no debris was
across the boundary line. The owner is willing to subdivide the site. They are going to be
able to subdivide without rephaft.
Plymouth Housing and Redevelopment Authority
April 16, IM
Page 42
10
Commissioner Brown asked how the 3% interest tate was arrived at. Supervisor Goldsmith
commented that it is the amount we have used for tam profits before. The low hest tate
should be viewed as a contribution to the project. Commissioner Helmkin asked about seeing
financials from CommonBond. Mr. Mayo stated that they are currently running a deficit and
need the advance to cover a portion of the deficit. Commissioner Helmkin asked N we could
have a copy of the financial statement for our files. Mr. Mayo provided a copy of their
financial statements. The loan will not need to be made until June 30'. By than, RoWund
should have purchased the senior housing site and begun soil correctiuns. The deadline for the
Initial closing is November 22e0. Mr. Mayo was asked if there was anything else they could
put on the table to sawn the loan. Commissioner Hehnken would like to see the five years
shortened to dines. Mr. Mayo responded that four years would possibly work.
M'rMON by Commissioner Johnson, seconded by Commissioner Brown. adopting Resolution
98-07 approving the autlmriration of a four year loan of 531.300 from the HRA General Fund
to CommonBoud Communities for costs related to development of a 46 unit HUD Section 202
development in the City of Plymouth.
Vote. 3 Ayes. RESOLUTION 98-07 adopted unanimously.
S. Metropolitan Imerfatth Couodl one Affordable Housing (KICAED Prion
Elaine Lyford-Nojima was at the meeting representing MICAH. This organization was
founded in 1989 by the religious community and promotes affordable housing. They received a
grant from HUD to produce an original a play regarding fair housing. The premier
performance of the play, titled "Like Waters Rolling Down" will be on May 19. 1998 in
Minnetonka. Commissioner Brown asked why they decided on a play. Ms. Lyford-Nojima
said that it will be entertaining while educating at the same time. She said one way we can
help is to attend the performance. It was also suggested that it could be promoted through
cable TV and the City newsletter. Commissioner Johnson suggested taping the show and
rnniog it on cable TV. We could also do a mailing and be a sponsor.
Commissioner Johnson made a motion that the HRA sponsor and support the production and
do a mailing to Plymouth landlords. Commissioner Brown seconded the motion.
Vote 3 ayes. Motion adopted unanimously.
6. ResoWm Auffini ng Sul mlmioo of Applicaiooe for the Mimmesota Department
d Trade and Economic Development's Comtam imfion Cleanup Program and the
Ie !ban Cotmdl's Tart Base Raltellsatto t A000tmt for the Proposed Wage
At Bassatt Crede Dadopmeent
Supervisor Goldsmith presented a brief overview regarding submission of applications for
funding of the Proposed Village at Bassett Creek Development. Phase 2 of this project would
be eligible for contamination cleanup funding from the Minnesota Department of Trade and
Economic Development MM) and the Metropolitan Council. Both the City and the HRA
are eligible to apply. Administratively it le easier to run the contamination cleanup funding
Plymouth Housing and Redevelopment Authority
April. 16,1998
Page 43
through the HRA and the Council has approved this. DTED could &W up to 7396 and Met
Council 13%. The remaining 12% has to be a local match. The developer would prrvide the
local match under an agreement with the HRA.
MOTION by Commissioner Brown, steed by Commissioner Johnson recommending the
the HRA adopt Resu ution 98.08 authorizing submission of an application to the Minnesota
Department of Trade and Economic Development's Contamination Clean-up Grant Program
for the proposed village at Bassett Creels Development.
Roll Call Vote. 3 Ayes. Resolution 9908 adopted unanimously.
MOTION by Commissioner Brown. seconded by Commissioner to adopt Resolution 98-09
authorizing application for the Metropolitan Council's Livable Communities Tax Base
Revitalization Account.
Roll Call Vote. 3 Ayes. Resolution 98-09 adopted unanimously.
7. NOMINATION AND ELEC77ON OF OFFICERS.
Motion by Commissioner Helmloen to table the election until next meshes. Seconded by
Commissioner Johnson.
L Reaalutioo Authorizing Execution of Doarments for fhe Shenandoah Woods
Apar. - P
Supervisor Goldsmith stated that in order to close the financing for the six HUD funded public
housing units in the Shenandoah Woods development on April 15, the City Attorney was
required to submit a written opinion to HUD that the Chair and Executive Director had the
authority to execute additional docu ems necessary for development of the Shenandoah
Woods Apartments. The City Attorney has requested that the HRA adopt a resolution that
confirms the authority for execution of the additional documents.
Motion by Commissioner Helium seconded by Commissioner Johnson to adopt Resolution
98-10 authorizing the execution of the Documents related to the Development of the
Sh mandoah woods Apartmem s.
Role Call Vote. 3 Ayes. Resolution 98-10 unanimously adopted.
9. Other Business
Housing Supervisor Goldsmith reported that participation has increased in the TR.A.I.L.S.
program.
Meeting adjourned at 8:43 p.m.
J
n
Cil1 Y OF PIaYJ1;lGO , .
BQL)Li: N*, PLYMOUTH. tO' 554473400iYMOUTI)
0 • '
DATE: May 12, .1Housing and Redevelopment Authority Meeting of May 21,1998
TO: Anne Community Development Director
FROM: Milt ISL, pousing Specialist through Edward GoldsmialtA Supervisor
SUBJECT: Single Family Handicap Accessible Housing Proposal from Plymouth Housing Alliance
and West Hennepin Community Builders
This proposal initially came before the Board last year on March 2001 awl later on July 21° and
November 2001, 1997. The proposal consists of the construction of two handicap accessible single
family homes utilizing funding from the qualifying homebuyers, the Plymouth HRA and the
Minnesota Housing Finance Agency (MHFA). A summary of the direction given by the Board to the
Plymouth Housing Alliance (PHA) and Community Builders, is as follows:
Project subject to Board approval of specific development and financing plans;
Discussions be held with the PHA and Interfaith Outreach and Community Partners (IOCP) to determine
the appropriate ownership and mortgage mechanisms for this type of development to assure long tens
affordability of the housing;
y • Project development conform to the guidelines found in the H1tA's application to the NWA; and
J • Selection of the site be subject to HRA approval with property purchased by June 30, 1998.
Rhonda Faran, Executive Director of Community Builders, is serving as project manager, overacting
the project development aid financing. She has had seven.! meetings with Tony Eiden, a local builder,
who has expressed a commitment to provide construction oversight and management for building the
homes. She is also seeking to obtain construction financing through Interfaith Outreach attd
Community Partners (TOCP), in addition to $25,000 in construction financing available to Community
Builders from the Greater Minneapolis Metropolitan Housing Corporation (GMMHC)-
Discussions have beat held with IOCP as to ownership and mortgage issues and ways to assure long
tern affordability. To assure long tern affordability, the nonprofits and the HRA can share with the
owners in the equity appreciation when the homes are re -sold. There can also be a right of first refusal
provision giving the nonprofits and the HRA the option to purchase the home, if any third -party makes
an offer to purchase the property. The mortgage can include provisions to require that the property be
properly maintained as per standards established by the nonprofits and the HRA. An experienced
homeowner volunteer finally may also be recruited to assist the new homeowner in the initial years of
homeownership.
The Project Description portion of the HRA's application to MHFA has undergone some changes
relative to the replacement of Miles Homes with Tony Eiden as the private developer and the change in
lot locations. Ail other development action described in the Project Description will be implemented
as stated.
J The MRA's application to KEA last July designated two lots not now under consideration. Several
months ago, two lots became available for sale that seem more suitable foram project. The non -profits
are now in negotiation with the owner, Hans Hagen, for two vacant lots fronting on Garland Lane in
the Seven Ponds Addition directly south of Medina Road. Anticipated sales price of these lots is
50,000 each with the current owner willing to spend $5,000 per house on upgrading the exterior
facades to make them of a quality consistent with the surrounding properties.
P°
Because of controversy over recent commercial and industrial development in the area, we suggested
to the developers that they provide information on their proposal to residents of de area. In response,
Jay Nelson of the PHA and Rhonda Farran of Community Builders attended the Seven Ponds
Homeowners Association annual meeting to describe their joint proposal. In addition, they have
distributed information flyers on their proposal and have held individual discussions with some of the
neighboring property owners. A copy of their flyer is attached.
Neighbors have indicated a concern that the properties may adversely affect property values in the area.
The properties are expected to cost approximately $150,000. Nearby properties are vaned at $180,000
to $220,000. The City assessor has reviewed this situation and commented that as long as the
properties are compatibly designed and constructed for the neighborhood, their lower cost should not
affect the vane of the oder homes in the area.
If the Board feels that it is necessary to bear directly from the neighbors regarding their concern, this
item could be laid over to the June HRA meeting. Staff could mail notices of the June meeting to the
neighbors on Garland Lara or a broader area, if desired by the Board. The Board should be aware $bat
such notification is not legally requited, nor has such notification been given by the HRA for similar
funding situations elsewhere in the City. The Board may want to consider such notification because of
the stated neighbors concerns. '
At this time, Plymouth Housing Alliance President, Jay Nelson, is drafting house plans to be used for
preparing cost estimates by Tony Eiden. The goal is to keep total construction and landscaping costs to
under $95,000 per house.
Funding for the purchase of the property would come from several sources, as follows:
FWWOw Somee Asronwr
Minnesota Housing Finance Agency (MMA) 20,000 per lot or $40,000 total
Plymouth HRA 25,000 per lot or $50,000 total
Plymouth Housing Alliance 5,000 or as needed
Community Builders 55,000 or as needed
Interfaith Outresch & Community Parkers Interim loan w needed
On May 8, staff received a letter from Rhonda Farran of Community Builders and Jay Nelson of the
PHA requesting approval from the Board of the following:
Purchase of the two Iota in the Seven Ponds Addition for the development of affordable handicap
socessible housing;
Extension of tiro June 30,1998 purchase deadline; and
Approval of $fie use of $fie HRA's attomey to draft legal documents related to the development with
reimbursement of the services to come from the developers.
I recommend that The HRA approve the requests of Community Builders and the Plymouth
Housing Alliaoee for the purchase of two lots in the Seven Ponds Addhion for affordable
handicap accessible housing; to extend the purchase deadline for an additional " days and for
the use of the MRA's attorney to draft legal documents associated with the purchase and saw of
the two lots with reimbursement to the HRA from the developers of the project.
Attachments:
1. Letter from Rhonda Farren and Jay Nelson, 5/5/98
2. Flyer to Neighbors in Seven Ponds Addition
3. Site Location Map
4. Site Survey
May 5, 1997
Milt Dale
Housing Specialist
Plymouth Housing and Redevelopment Authority
3400 Plymouth Boulevard
Plymouth, Minnesota 55447-1482
Dear Milt,
The Plymouth Housing Alliance and west Hennepin Cemmity Builders
have each been granted $25,000 from the Plymouth Housing and
Redevelopment Authority (HRA) for the proposed handicapped
accessible housing project. The project has also been granted
40,000 from the Minnesota Housing Finance Agency (MHFA) to assist
with the financing.
The Plymouth Housing Alliance and Community Builders have three
requests of the HRA Board. The first and second requests are in
response to the action taken by the HRA Hoard in November of 1997
The HRA reauthorized affordable housing funds to the Plymouth
Alliance and authorized an additional $5,000 of CDBG funds to
Cammminity Builders for the development of the owner occupied
handicapped accessible housing project. As part of the approval,
the HRA asked that the selection of the site be subject to HRA
approval and that the property be purchased by June 30, 1998. we
would like to request approval of the site and we would like to
request and extension of the June 30, 1998 purchase date. The
third request is for approval to use the City's attorney services
for the real estate transactions. These costs will be reimbursed
by the developers.
The Plymouth Housing Alliance and Community Builders have selected
two lots that are located in the Seven Ponds neighborhood and are
located on the corner of Garland Avenue and Medina Road for our
pro3,act. In considering the purchase of these lots. we contacted
the Seven Ponds Homeowners Association in Narch and reviewed the
pians with members. The homeowners in the cul-de-sac where the
lots are located, were also contacted with a flyer showing the
home with a description of project. The homeowners were asked to
call either Jay Nelson/Plymouth Alliance or Rhonda
Farran/Cammunity Builders for more information. The primary
question asked by the homeowners that contacted us was how the new
homes would affect -their property values. Information including
costs, square footage, name of builder, materials to be used,
landscaping, anticipated value, etc. were provided to the callers.
After discussions with the homeowners and members of the
association we are ready to proceed with the development.
J 13025 34th Avenue North • Plymouth, NLnnesota 55441 •(612) 559-4944
2)
we request that the BRA Board:
I. Approve the Garland Avenue and Medina Road lots for
the handicapped accessible housing proposal
Extend the June 30, 1998 purchase date
3. Approve the use of the City's attorney services with
the costs to be reimbursed by the developers
If You have any questions or would like more information please
Phone Rhonda Farrran at 559-4944 or Jay Nelson at 373-4628.
Sincerely,
M a Farren, President
Cadnainity Builders
11/_
JAY son, President
1 th.Housing Alliance
J
The Plymouth Housing Alliance and west Hennepin Community Builders
are planning to build new single family homes on the vacant lots
located at the northwest corner of Garland and Medina Road. The
homes are designed for handicap accessibility. Above is the
exterior elevation of one of the planned hones.
These one story bungalow style homes reflect the neighborhood's
quality and design standards. To maintain variety each hwA will
have its own separate design and image. They will have brick
street fronts and feature residential detailing compatible with
the neighborhood. The lot hone includes tapered tuscan columns on
a front porch detailed as illustrated. varied roof lines add
visual interest to the buildings. Full site landscaping is
included.
If you would like further information please contact Jay Nelson,
architect and President of The Plymouth Housing Alliance at 478-
2325 or Rhonda Ferran, President of Community Builders at 559-
4944.
J
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MEMORANDUM
TO: ANNE HURLBURT
ED GOLDSMITH
FR.: Melody Burnham, Housing Manger Plymouth Towne Square
Date: May 1995
RE: PTS M3nddy report for March 1"S
Monthly Financial:
March Financial Statements (see attached).
Guest Room Rentals - Guest room rented for 3 days
Laundry - this reflects timing on emptying the machines
RS/Programs - Blood Pressure, St. Patrick's Party supplies, film developing, resident meeting
RS/Supplies - Purchase of paper products and coffee
PO/Repairs & Maint - outside vendors for broken lock, new Bre dr stairway, broken ballast, boiler
service
PO/Supplics - light bulb order, garbage disposals, chair rail, chains for Bre road
PO/Misc. - cost associated with fire in 131
GA/Meeting and Seminars - Computer class for office
a+' GS/Purch. Svs - Copy Machine
Occupancy/Marketing:
units leased plus 2 caretaker.
April Newsletter and Resident Council Meeting Minutes (attached)
Plant Operations:
Meeting with Ed Goldsmith and Walker Accountant
Scheduled window Washing
Resident moved back into apartment atter Bre damage repaired
Meeting with Owens representative for HVAC contract
Resident Services:
St. Patrick's Day Party
Noon Lunch prepared PTS residents
Made arrangements with Dundee B r flowers for residents atter hospital stay
Met with student regarding volunteer project of E-mail for residents
J Galyans serviced new treadmill
Goat Achieved Ibis Report Month: (April)
Call Applicants who did not respond to Waiting List Letter
Advertise for Full-tim retalm
Rem Apt 222
Garage Swept
Spring clean up of grounds
plan May Month Activities
Goals for Nest Month: (May)
s Send out new Waiting List Letters
Hold all May Month Activities
Interview applicants for fulldime caretaker position
Start calling for Apt 324 (vacant in September)
l• Have siding and additional venting installed
Have new bark chips installed in planting areas
MONTHLY OCCUPANCY REPORT
PLYMOUTH TOWNE SQUAW
A -Al 1091A
If you have any questions, please coma me at 550-9525
CC: Donna Fleets
el
W ` ` E CRIER
Vol. V, Issue No.4 April 1998
I1l( I0)lII1I1\
Special.1
J
NOTE • i ••
Happy Spring!!!!! Revised PTS Handbooks were passed out last week. There were
a couple changes since most of you moved in, so the Handbook was up -dated.
Please read your new Handbook so that you are aware of the revised policies and
procedures. We are going to be doing some Spring chores around the building as I
am sure many of you will be doing to your apartments. Windows will be cleaned
this spring on the inside and outside. More information will follow as to the exact
time they will be here: Ballots are going out for voting for our new Resident
Council, please vote for the persons you feel would best represent yourself. Ballots
are to be returned promptly to the office. Porch furniture is out so that everyone can
enjoy the nice weather we have been having. Just a reminder to save some of your
energy for May Month. We have lots of exciting plans for the month including a
treasure hunt. Guess we have a lot of things going on so keep track of those
calanders so that you know when things will be happening..
welcome,... welcome.. welcome... welcome..welcome..welcome
Welcome to our newest resident. Don Saunders moved into
Apartment 302 the first of April. Please extend him a great big
Plymouth Welcome.
CARETAKER CORNER
Thank you to everyone who has been cleaning up after parties and large
gatherings. It is noticed and very much appreciated. A friendly
reminder to those who have smaller little get togethers to please
remember to wipe off the tables if you've had snacks or beverages.
If you still have any questions with regard to what does or does not go
into the recyclini bins, please feel free to ask staff. Pizza boxes go into
the trash/garbap bins. Thank you.
Lillian Seado (Apt. 215)
I was born in Thief River Falls, MN. My father died of cancer in
t'1942, leaving my mother with no money and 8 children, ages 2-17. It
was certainly a case of the whole town helping to raise us. We had great
growing years. We all had jobs all over the town and we all graduated
from old Lincoln High.
I met Bud while roller-skating at the arena. In 1944 I took the Soo
Line Train to San Diego, where Bud war in the Navy. While he was out
to Sea on aircraft carriers I worked at Consolidated Aircraft installing
bomb door sprockets in PBY-4-21s. We were married in 1945. When
the war ended we moved back to Minnesota. Our daughter was born in
1947. Bud managed shoe shores all over Minneapolis, until he was
employed by the Post Office for 23 years.
Our main source of fun was hauling one boat or other to resoris tt
Northern Minnesota=Kabetogama, Big Winnie, Crane Lake, Mille Lacs.
We would fish, swim and picnic with family and friends. I always joke
I've been in boats on all of the 10,000 lakes.
As for me I worked for 20 years from 1951 to 1971 at American
iardware Mutual Ins. Co. I was planing to stay home after that but with
all my excess energy (I had painted all the walls and even washed the
doll clothes) I was soon job hunting again.
I worked at Glenwood Hills Hospital in the office for six months and
then one year at the Plymouth City Offices as a receptionist. Then on to
the Federal Reserve Bank for 17 years.
We lived for 35 years on the East Side of Medicine Lake. Our
daughter is a hospice nurse and she has 2 sons. I also have 5 sisters in
Minn. and 1 brother in Tacoma, Washington.
Bud died of lung cancer in 1994 and I moved into my cute
apartment at Plymouth Towne Square in August of 1995.
HEARTS AND MEMORIAL on your rent envelope there is a red%V
to remind you that if you wish, you may contribute a $1 toward flowers
or candy (the office picks them up) for someone who has returned from
J the hospital. This gift is given from the Residents at PTS.
410% u no
SUNSHINE CO NAR
Ted Soils - is back and is out and about at some of PTS
functions. Good to see you back, Ted.
Vi Soucy - had back surgery and is in Methodist Hospital. She
is having therapy daily to help her get strong to return to PTS.
She calls often with her progress and I'm sure she would love
to hear from you.
Bettie Allison -:.lost her mother this week. How lucky to have
your mother with you for this long. You are in our thoughts!
Dick Tell - is in Methodist Hospital and will soon be moved to a
nursing home. He is having trouble with his heart and kidneys.
argaret euer's - brother, Major General Kenneth Leuer, was
inducted into the Ranger Hall of Fame for numerous
achievement throughout a 32 year career in the U.S. Army
Infantry and 26 years as a Ranger. We know Margaret is very
proud of him. (read more about him on the bulletin board)
ArnoldSep ate- has been moved to North Ridge Care Center,
room 906 B1.
Harold Kukar- it is with great sadness that Harold left us so
suddenly on March 28th. His friendly smile, will be greatly
missed. We all have wonderful memories and stories to share
with each other.
APRIL 22 at 7:00 in the evening, in the dining room we will be
entertained by Paul Heron and his father who played with
Lawrence Welk on the radio. They play the trombone and the
keyboard. Perrie Smith says he's great! `
MAY MONTH ACTIVITIES
As many of you know May is a very busy month here at PTS, as we celebrate
Seniors." We have many things planned and I just want you to be aware of all of
them, so here are a few activities to mark on your May calendar ..................
M & M count every week
Hide the Medallion (Clues given -prize given)
Wear our May Month T-shirts every Thursday
Silent Auction and Box Lunch (May S)
Coffee and Rolls (May 7)
TREBLE TONE SINGERS (May 7th at 7:00)
Salad and Hat Lunch (May 11)
PLYMOUTH ROCKERS (May 12)
Coffee and Donuts, HOLY NAME CHILDREN'S CHOIR and
Bake Sale, (May 14)
Group Dice Game with Popcorn and lemonade (May 19)
Coffee and muffins (May 21)
Resident Meeting with Banana Splits (May 28)
EXPLANATION........
SILENT AUCTION- someone from the May Month Committee will be
contacting you to see if you have any item you would like to donate for the auction.
Examples could be - you might want to donate a special baked good, a dessert, an
offer to cook a dinner, perhaps mend for someone, iron for someone, a centerpiece
you no longer use, a craft item, household item, take someone shopping or anything
else you can think of.
DICE GAME - many of you have played this game at a shower or party.
Everyone is to bring a wrapped gift, not over $2. We put all the gifts in the middle
of the room. The dice is passed along for each person to roll in a pan and if you get
doubles, you are able to take a prize. When all of the prizes are gone, we open
them and roll the dice again for doubles and you are able to take whatever gift you
want from anyone who is playing. YOU CAN ONLY PLAY IF YOU BRING A
GIFT. This is great fun! We will be having popcorn and lemonade after.
Any money that is made from the Silent Auction or Bake Sale
will go for a Summer BBQ.
JELLY BEAM PRAYER
Red e '- is for the Ibblood He gave.
Green is for the grass He Made.
Yellow is for the sun so bright.
Orange is for the edge of night.
Black is for the sins we made.
White is for the grace He gave.
Purple is for His hour of sorrow.
Pink is for our new tomorrow.
A bag full of Jelly beans so colorful and sweet.,
Is a prayer, is a promise, is a special treat.
HAPPY EASTER 1C>>n
Please remember - that if you leave plants in the
Activities Room to be cared for, they must have your
name on them, or they could be thrown away.
We will be washing your windows inside and out in the late Spring. WE DO NOT KNOW THE DATE YET!
Mark your calendars for the n Lunch
on April 13th at noon. More details later.
We are working with a Student from Plymouth (Susan Kasper)
who attends Totino -Grace High School and is very interested in
helping our residents be able to E -Mail letters to their family or
riends who do not live in the Metro area. Here is a little letter
she wrote for our newsletter.
Have you always wanted to write to your grandchildren or brother or sister in another state
and have them write back to you the next day? You've probably heard about e-mail and
that you can write a letter on the computer and it is sent immediately. Now you can have
the opportunity to e-mail your long distant (or even near -by) family and friends, without
the expense of a phone call.
We have a local high school student who wants to volunteer here at Town Square and is
1 offering to have a computer and printer available to us. She would like to volunteer one or
two afternoons a week. She would be available at the computer to send e-mail messages to
your family and friends. All you need is the e-mail address of the person you would like to
write to. She will also print any messages that come to you by e-mail.
If you are interested in learning about E -Mail, and would like to
know more about it, please let the office know so we can sign
you up for the class.
APRIL BIRTHDAYSRDIS1' FUNDER 5 Apt. 107
MARGUERITE LUCAS 1 l Apt. 224
PERIE SMITH 12 Apt. 208
MELODY BURNHAM 14
LOIS CHRISTENSON 15 Apt. 126
STELLA KROUT 15 Apt. 307
DONNA KNISLEY 18 Apt. 304
DOROTHY TELL 21 Apt. 235
KATHRYN LENTS 22 Apt. 323
ETHEL LARSON 24 Apt. 118
PHYLLIS LAMBERT 25 Apt. 219
J
BILL LAMBIE 26 Apt. 132
CLARICE SEVERSON 28 Apt. 110
1 ARE GOING TO Comm TO COLI.I:CT F wD AOR T$R
OOD SHARE , SO FEE. RM TO DROP Off
YOUR DONATIONS IN THE OMCE
MOVIE MADNESS—:,.r.s
a J• `
A_oril 4th-- TERMS OF ENDEARMENT - the story of a mother -
daughter relationship. Shirley Maclaine, Jack Nicholson and
Debra Winger.
April 11th -LEGAL EAGI ES comedy thriller about art fraud
and murder with Robert Redford as an assistant district
attorney, and Debra Winger as a imaginative defense attorney. April 18t • TRAPPED IN PARD ISE three small-time crooks
who happen to be brothers pull off a bank robbery in a towncalledParadise. Nicolas Cage and Dana. Carvey.
April 25th - TOP DOG a cop is convinced his career has gone
to the dogs when he meets his new partner. Chuck Norris
t.l, oi:'loli, cjo lip
starting April 2nd.
PTS will be sponsoring a Grief Support Group, starting
April 27th at 1:00 in the Meeting Room on 3rd floor.
Pat Michels will be the facilitator.
11.111.111.11!
1'I.1'W-I fI'•%I'•%I'•%I' `I'•`I'•`I'•`I' J
1 So the women hurled away from the tomb, afraid yet
EASTER tilled wilh joy, and ran to tell his disciples. Suddenly, Jesus
April 12. 1998 met them. 'Greeting,' he said. They came to him, clasped
his Mil and worshipped him. -Matthew 28:1.9 NIV
EASTER GLORY
Rachel Lee, Family B Children's Services
Adult Day Center, Bel Air MD
On Easter Eve from my bed He took me
And made me to sit and ponder.
He touched my head and made me we
That there was a story of Easter wonder.
He wanted me to write of the burden He carried
With a cross on His shoulder, too.
How He fell under the cross and no one worried
How heavy it was or wt. "would give Him water or wipe His
brow.
Have you ever wondered. too?
Have you tried to see just how
The heavy trod Calvary's way.
With weary feet and head bowed low
So we could look up to Easter day.
To the eros; He had to go and die
That we might live forever more.
Have you ever wondered why
To us poor sinners who in dirt have rolled and in bondage
have been.
That through Christ to Heaven we were called
Yes. now all this I have seen.
HISTORY
After the Sabbath, at dawn on the first day of the week,
Mary Magdalene and the other Mary went to look at the
tomb.
There was a violent earthquake, for an angel ofthe Lord
came down from heaven and, going to the tomb, rolled
back the stone and sat on it. His appearance was like
lightning, and his clothes were white as snow. The guards
were so afraid of him that they shook and became like
deadmen.
The angel said to the women, Do not be afraid, for I
know that you are looking forJesus, who was crucified. He
is not here., he has risen, just as he said. Come and see
the place where he lay. Then go quickly and tell his dis-
ciples: He has risen from the dead and is going ahead of
Jyou into Galilee. There you will see him.' Now I have told
Pu..
Easter is the most important and the most joyous of all
Christian observances. Christians believe that through the.
death of Jesus on Good Friday they have forgiveness of
sins; in His resurrection on Easter Sunday they have.a
new lite forever.
of the Exodus has been told.
Foods eaten during the ceremony are consumed in a set
order, with items having a symbolic meaning. Matzo (un-
leavened bread. also spelled matzah) is the main food of
this holiday. symbolizing the haste and difficulties Cf the
night from Egypt. The following are essential foods found
on the Seder table.
Three matzos wrapped separately are placed on top of
each other on a plate A dish of salt water is set close by
so that it may be sprinkled on the matzo after the blessing
is said. Salt water symbolizes the tears of Jews in Egypt
A roasted Iamb bone. symbol of the paschal Iamb. is
present.
Bitter herbs represent the bitterness of slavery. It is usu-
ally horseradish and is known as moror.
A hard -cooked egg symbolizes the cycle of life.
A mixture of chopped nuts, apples. and wine represent
the clay used by slaves to make bricks in Egypt. This is
known as charoses.
Karpas may be a combination of celery, parsley, or other
greens. It is a reminder of new growth and hope.
These foods are often placed on Seder plates that are
marked with spaces for the various foods. or on a large
dinner platter. Jews around the world follow these and other
Passover customs. However, the same meaning holds true
Passover symbolizes freedom and the rebellion against
oppression.
Passover
by Helen Muller, AAC
Passover is the Jewish celebration of the Exo-
dus from Egypt. and the story is read from the
ET' Haggadah at the Seder table The Haggadah
s includes directions on ways to conduct the
Seder, stories. and prayers Seder is the He-
brew word for -order-. The meal is not served until the story
of the Exodus has been told.
Foods eaten during the ceremony are consumed in a set
order, with items having a symbolic meaning. Matzo (un-
leavened bread. also spelled matzah) is the main food of
this holiday. symbolizing the haste and difficulties Cf the
night from Egypt. The following are essential foods found
on the Seder table.
Three matzos wrapped separately are placed on top of
each other on a plate A dish of salt water is set close by
so that it may be sprinkled on the matzo after the blessing
is said. Salt water symbolizes the tears of Jews in Egypt
A roasted Iamb bone. symbol of the paschal Iamb. is
present.
Bitter herbs represent the bitterness of slavery. It is usu-
ally horseradish and is known as moror.
A hard -cooked egg symbolizes the cycle of life.
A mixture of chopped nuts, apples. and wine represent
the clay used by slaves to make bricks in Egypt. This is
known as charoses.
Karpas may be a combination of celery, parsley, or other
greens. It is a reminder of new growth and hope.
These foods are often placed on Seder plates that are
marked with spaces for the various foods. or on a large
dinner platter. Jews around the world follow these and other
Passover customs. However, the same meaning holds true
Passover symbolizes freedom and the rebellion against
oppression.
DEHYDRATION'
Dehydration occurs when your body loses too much
water. When you stop drinking water or lose large
amounts of fluids through diarrhea, vomiting, or
sweating, the body cells reabsorb fluid from the
blood and other body tissues. When too much water
is lost, the blood vessels may collapse. Without
medical attention, death may result.
Dehydration is very dangerous for infants, small
children, and older adults. Watch closely for its
early signs anytime there is an illness that causes
high fever, vomiting, or diarrhea. The early
symptoms are:
Dry mouth and sticky saliva
Reduced urine output with dark yellow urine.
Prevention
To prevent dehydration during hot weather and.
exercise, drink 8-10 glasses of fluids (water and/or
rehydration drinks) each day. Drink extra water
before exercise and every half hour during activity.
Home Treatment
Treatment of mild dehydration involves stopping
the fluid loss and gradually replacing lost fluids.
To stop vomiting or diarrhea, stop all food for
several hours or until you are feeling better.
Take frequent, small sips of water or a
rehydration drink.
When the vomiting or diarrhea is controlled, take
water or diluted broth or sports drinks a sip at a
time until the stomach can handle larger amounts.
If vomiting or diarrhea lasts longer than 24 hours,
sip a rehydration drink to restore lost electrolytes.
Watch for signs of more severe dehydration
IHaltliwbs Hrkbwk. A lkaid u Nblieabn
Wheo to Call a Health Professional
If someone cannot hold down even small sips o?" It
liquid after 12 hours of no food or drink.
If the following signs of severe dehydration
develop:
Sunken eyes.
Little or no urine for 8 hours.
Skin that is doughy or does not bounce back
when pinched.
Low blood pressure and rapid heart rate.
Lethargy
If vomiting lasts longer than 24 hours in an adult.
If severe diarrhea (large loose stools every 14
hours) lasts longer than two days in an adult.
Rehydration Drinks
Gatorade, PowerAde, All Sport
RESIDENT MEETING
MARCH 30.1998
Barbarn called the meeting to order.
The minutes were approved.
Melody went over the budget.
The Committee Reports were gone over.
Tickets are on sale for the Pancake Breakfast.
Sing -Along need more people to participate.
Garden Club will be headed up by Marion Goodacre. Joyce reported her tulips were up.
The candidates for the Resident Council were introduced.
We need a new Committee Chairman for the Get-together.
The shirt order for May Month has to be in by the end of March.
NEW BUSINESS
The new Resident Handbook will go out soon. There is a new evacuation procedure in it.
The windows will be washed in and out sometime the end of April or the beginning of May.
If you do not have heat, please be patient. When leaving a message for help, please leave
your name and apartment number. The staff at all times is to be respectful of our residents,
and in turn the residents should be respectful to our staff.
The heat in the Activities Room is in need of adjusting, too hot.
e We are in the process of working on a arrangement to get a Computer for our Activities
Room, just to use for E-mail. We already have a volunteer to help you with it.
The porch furniture will be put out this weekend.
The Millers are back in there apartment.
If you use the Tread Mill, Please press "ENTER" before you start.
We are collecting food for the FOOD SHARE. Thank so much to all who have contributed.
A handrail to the Recycle area will be put up.
We will be delivering ballots to every resident to vote on the new Resident Council. Please
drop off in the office.
Cereal boxes get thrown in the garbage.
We have a new resident in Julie Moss Sullivan's apartment - Don Saunders.
W
Plymouth Towne Square
Resident Fund
Bank Reconciliation 980.76
3WN Noon Lunch Groceries($117.47)1
3110/98 Noon Lunch 245.00
3/10/98 Pencake Breakfast 111.00
3110/98 Hearts 6 Memorial 52.00
3110/98 Card Mon 32.00
3123198 Trio Supplies(535.29)
3125198 Get-together 38.00
2/2/08 Pancake supplies for February 837.9
3128/98 Pancake supplies 880.38
61.199.72
Ing April 1998
Monthly Planner
Pnnted by Calendar Creator Plus on 3131198
Maas 1 2 3 4
SMTWTFS
e . s TOO AM Me Daly 10:00 AM Ca&e(DR) 10.1Exercise0 AMExercisePMse7. Marie
a s na a ea a e. lOd0 AM aoaA Service 1:00 PM Aa Gamn(AR) Ido PM GAMES gym
n u n n n mere IOdO AM Esertise
nn to n s n a 7dOPMsn Bigo
5 6 7 8 9 10 11
9:00 AM Church 10.00 AM Eaerme10:00 AIV. Mem CI*=) 7d0 AM Meyef'Y Dairy 10.00 AM Com) IOdO AM F]edreMovie7Ma.1110
Service 7:00 PM Bingo 1:00 PM Cab (AR) 10,00 AM Exercise M. PM Reddeert Com- Ido PM GAMES
Daylight Swings Time 1:00 PM Storyume (DR) I. PM Se6amhy(DR) em hug GOOD FRWAY
ping ahead) 7:00 PM Cards 3:30 PM Get TagetAer 7.00 PM MW PASSOVER BEGINS
PALM SUNDAY 1—Pi)0) 1
12 13 14 15 16 17 18
9:00 AM Church
Service
IMAM' Esereine
7.100 PM Burro
I OM AM Mem C1
1 d0 PM Craft (AR)
7:00 AM Meyd Dairy
10.00 AM Chore Servis
1000 AM Caeae(Dtq
1:00 PM At1 Gm e(AR)
I0M AM Emdse
1:110 PM GAMES
7,00 PM Movie
ate$
1:00 M4 StMtime (DR) 10,00 AM Emu+eIs
EASTER 7:00 PM Cards 7.00 PM Bingo
19 20 21 22 23 24 25
9:00 AM Church 9:00 AM Wellness dine 10.00 AM Mem Clai(DR) 7d0 AM Meydf Dairy 1:00 PM Resident Mtg, 1odO AM F mave 8:30 AM PmtaYe
Service 10.00 AM Examcim 1.00 PM Crafts; (AR) IO.dO AM Emocin DR) Ido PM GAMES opMyp
12:00 PM NOON 7:00 PM Cards 1.10 PM Sdim=XDR) 7.,00 FM Bingo Ift7d0 PM Memo
LUNCH 7:00 PM SPECIAL No AM Coffft Modees
7.00 PM yy VORANOWAROWENTERTAINMENT
26 27 28 29 30
9:00 AM Church 10:00 AM Emma I Od0 AM Meat Ciet(DR) 7:00 AM MeydR Dairy 10.00 AM CoMm(DR)S
May
M_ T WT F, 3
dY1Ce 1:00 PM GRIEF SUP- 1 oo PM Cra(R(AR) 10.00 AM Finacise 1 to PM Aa Games (AR) s . t • r s s
la Ir U n la
PORT CROUP 700 PM Cards Ido PM DimV if ton IS m IN na a
7:00 PM Sing Alen 11 s s err m» a
DR)
Pnnted by Calendar Creator Plus on 3131198
RESIDENT COUNCIL
APRIL 99 1998
Members present: Barbara Buchholz, Lil Niggeler, Dorris Whyte, Lee Smoots, Mary Disch,
Bettie Allison, Melody Burnham and Kathy Boesen
Barbara called the meeting to order.
The minutes were approved.
OLD BUSINESS
The Millers are back in their apartment.
Recycling in the building has improved.
We will be purchasing a high chair to for family functions. Ruth Clark
has found 4 booster chairs for the building.
NEW BUSINESS
The Resident Fund was read.
We have spoken to Delores Kukar about a memorial for Harold.
Grab Bars- if you would like to have grab bars installed in your
bathroom, we will install them for you for a fee, so they are installed
correctly. They can be purchased from Hilliard for about $40.
Two residents have given up their car stalls. So we now have only 5
people on the list for a garage space.
There will be a man here to do FREE hearing and hearing aid checks
for residents. April 29th at 1:00. He will be coming once a month.
The Pancake Breakfast needs someone to clean coffee pots after they
are done.
Marion Goodacre will help with the decorating of PTS.
When people borrow item from the kitchen, they have to make sure they
are returned and returned clean.
Next month we will have a combined meeting on May 12th with the
new members and the ones that are leaving. We will have a lunch.
There will not be a Get-together in May because of all the activities. J• We will be looking for a new caretaker this fall.
TREASURE REPORT- RESIDENT COUNCIL FUNDS - $1,439.60
y
PLVINM TOW som
3mw SSTM A%MR E STIRS
MINAPOLIS..70 SSW
FIWRIAL STATOMM - YYWIT®
NW 31 111
Plymouth Towne O4u2r@
Cash F'iew A@@lysis
Throe gonr6F icwai Yareh 31.1991
YTD VTO Annual
Actual Budael Vsdsnoo Budget
Revenues:
Rental Income 1911.405 0197."0 ee28 MAN
Investment Income 13,8677.813 6,8s4 28.929
Total It- on 8212.272 8204,692 17.79 01117.135
Expenses:
AcdvW@s and Resident SeMms 629 972 143) 3,813
Housekeeping 4,260 9.336 2-078) 13.050
Plant Opembons 9 Melntmrm 17.39 18.9211 1 AOI) 73.611
wren 14.600 19.319 4-619) 60.360
Prepay A Related 7.610 7A62 3411 30X94
General aAdmWWOWe L3 7_4125,2311 IA95) 03,8114
Total Operating Expense 97A7, 77.954 10.079) 266.541
income berm Inbre4 Dopreelabn 144,397 126.6so 17,700 1130.694
and Amortisation
Di j4distlon and AmorOMm Expense . 55.828 60.734 94 22x.261
income I (Lees) BAre barest SOA70 70.906 17.60 307,343
Interest Expense 70.731 78.721 0 313.500
Net Income (Les) 9 ate 72e MAS 167
Adjustments to Cash Flow:
Depreciation 65109 151.037 092 0200AS3
AmorMoOM
Dew. In ReWgbNe
4.198
1.016
4.197
0
1
11016
16.796
0few.)
Ow. Oncr.)InpmpsMs IA22 0 1A22 0
Deg.) Inv. In AIP 6 Accrued Expenses 9.111 0 9.111 0
Accrued Real Estate Taxa GAS? 6,164 323 21AOO
Accrued laloroel 76.7x+ 78.731 0 3+3.600
Real Estate Tax Payment 0 0 0 22A60
COON Improvements. 0 0 0 0,158)
UasmoNxad Orgselse00a Costs 0 0 0 0
Invnbnonb-Construction Fund 0 0 0 0
Oeposh a- "old Service Fund.PdncW MAN) 24.999) 1) 101,230)
Depos is 4 Js'tl Service Fund4merost 70.731) 78.731) 0 313.00)
Debt Bervk@ Fund4nt@rosl lomme 13.047) 0.600) 8.847) 25.721)
brvestmords Cepksl lmprosemebroA4e) 17A261 1,879 70029.)
Oubtabl 6211."9 1:1.74 f6Av6 8106.24
Ingress@ (Decrease) In Cash 138.208 1t3.ae 124.660 899.107
Cash Balance, Begloalne of Ter 192AS0 1"2.96 t0 SWIMS
Cash Balance. March 31. Ing log 364: 76y94 ANAL X61.263
J
I
PLVNCUTN TOM SQUIRE
BALANCE SORT
Mar 31 98
UNMIWA
ASSETS
CURRENT BALANCE NET
mmu 812/31/9 CRUISE
CURRENT ASSETS:
PETTY CASE 1,000.00 1.000.00 0.00
CIECCING - OPERATIONS 66.093.67 28.205.53 37.888.14
SAYINGS - SECURITY DEPOSITS 33.210.59 32.890.82 319.77
ACCOUNTS RECEIVABLE-TEIAIITS 3.00) 95.90) 90.90
ACCOIAITS RECEIVABLE-OTA9t 148.00 1.256:50 1.106.50) INTEREST RECEIVABLE 13.616.96 G.00 13.646.96PREPAIDINSURANCE - GENERAL 2.SR.02 4.035.06 2.35.04) PREPAID EMPEIRE - OTM 1.377.86 676.32 701.54
TOTAL CADENT ASSETS 117.986.10 68.768.33 49.217.71
PROPERTY, PLANT. An EQUIPMENT:
LAPD
BUILDINR;T 8 INPROVEIEMTS
459.247.00
5.621.612.5
459.267.00
5.621.612.5
0.00
0.00
LAW IMPROVEMENTS 48.543.00 48.563.00 0.00RU8EQUIP - GENERAL 158.487.22 1SBA".22 0.00
EQUIPMENT - COMPUTER 1.834.30 1.834.30 0.00RUNAEQUIP - N MISEIEEPIIU 1.01S.15 1.015.15 0.00
NESS ACCB UTED DEPRECIATION 699.908.13) 648.218.95) 51.629.18)
TOTAL PROPERTY. PLANT. A EQUIPMENT S.S90.830.77
I .......... ..............
5.642;459.95 51.629.18)
DINER ASSETS:
INVESINENTS-CONTRWI011 RW 32.300.00 40.000.00 7.700.00)
INVESTNENTS-MMING CAPITAL 185.036.03 171.336.03 7.780.00
INYESTIEIITS-DEBT SERVICE RIND 688.292.71 S84.S61.47 103.731.24
INVESTMENTS -CAPITAL RIE. 77.436.50 71.390.41 6.046.09U11p0RT12LESTART -MOR 00STS 2.930.15 2.930.15 0.00
UNANORTIZED ORGAMIZATION COSTS 1SS.166.56 155.166.56 0.00LESSACCBNNATEDANORTI7ATION57.335.45) 53.137.06) 4.198.41)
TOTAL OWER ASSETS 1.083.826.50 978.247.58 105.578.92
TOTAL ASSETS 6.791.643.37
mmsoom
6.689.475.86
a.a es:mass
103.167.51
me
I
I
CURRENT
MTN
BALANCE
812/31/8
ET
CLAUUGE
LeontinUed)
LIABILITIES AND FUND BALANCE
CURRENT LIABILITIES:
ACCOUNTS PATABLE
ACCRUED SALARIES AND YAWS 11,611.27 5.706.11 5,905.10
ACCRUED INTEREST 6.862.39
157.662.50
1.605.2$
78.751.25
3.037.11
18.731.25ACCRUEDEALESTATETABS
CURRENT EATERIES 27.766.70 22.279.71 5,686.W
C FATIIES - POND TERN 7,700.62
100.000.00•
7.510.36
100.000.00
102.06
0:00SECURITCURITT/WIT LlST DEPOSITS 31.516.86 31,550.34
TOTAL CURRENT LIABILITIES 340.920.16 267.591.11 93.329.03
COIG TERN DEBT:
BONDS PATABLE 5.625.000.00 5.625.000.00 0.00
TOTAL LOAD TERN DEBT 5.625.000.00 5.425.000.00 0.00
FUND BALANCE:
CNITRINUTED CAPITAL
PARTNERS DEFICIT 1,000,000.00 1.000.000.00 0.00
MET INCtAE (4044) 16.87581;.
9.838.68
16,884.75
0.00
0.00
9,838.68
TOTAL FUNK) BALANCE 1.026.723.23 1,016,864.75 9.838.68
TOTAL LIABILITIES A FUND BALANCE 7E6.7E.643.376.689.475.86 103.167.51
ate
I
PLVNWTN TONNE SQUARE
STATEMENT OF E40100
3 NMNTMS E311111r Ilse 31 9B
UNAIDITEO
CURRENT VAR. 8 TTO TTO 1118.11 JAMM 19M8-
MOUTB BUDGET VARIANCE OF MD. ACVUAL BUDGET VARIANCE OF BID. OECEBER 1998
IPJOW. .
REVENUE:
APARTMENT REST 43,098.00 43,098.00 0.00 0.00 129,294.00 129,294.00 0.00 0.00 517.178.00
RRA INDIVIORLL PM'DY 21,794.00 21,794.00 0.00 0.00 66.382.00 68.382.00 0.00 0.00 261.548.00
VACANCY-CARETAKA 1.307.00- 1,307.00- 0.00 0.00 3,921.00- 3.921.00- 0.00 0.00 15.606.00 -
VACANCY FACTOR - APARTMES 19.00 349.00- 368.00 105.44 478.15 1,067.00- 1.525.15 145.67 4,192.00 -
VACANCY FACTOR - SUSSIDT 619.00- 186.00- 433.00- 232.80 1,177.00- 58.00- 619.00- 110.95 2.227.00-
VAGOCT - CARETANCR OAAiP. 50.00- MOD- 0.00 0.00 150.00- 150.00- 0.00 0.00 600.00 -
GARAGE RENTAL 1,725.00 1,725.00 0.00 0.00 5,175.00 5.175.00 0.00 0.00 20,700.00
BEAUTT SOP RENT 125.00 125.00 0.00 0.00 375.00 375.00 0.00 0.00 1,500.00
GUEST ROOM RENTALS 105.00 70.00 5.00 50.00 420.00 210.00 210.00 100.00 1,715.00
LAIBDRT 1.026.25 50.00 176.25 20.74 2.484.25 2.550.00 66.75- 2.58 10,200.00
MISCELLANEOUS 15.00 90.00 75.00- 83.5 45.00 270.00 225.00- 83.33 390.00
INVESTMENT INCOME 4,807.69 2,497.00 2.310.69 92.54 13,866.73 7.013.00 6,853.75 97.75 25.629.00
TOTAL REVENUES 70,758.94 68,57.00 2.381.94 3.48 212,272.13 204,598.00 7.679.13 3.75 817.15.00
EXPENSES:
RESIDENT SERVICES:
MISCELLANEOUS 0.00 20.00 20.00- 100.00 0.00 60.00 60.00- 100.00 440.00
RESIDENT PROGRAMS 130.97 104.00 26.97 25.93 258.93 312.00 53.07- 17.01 1,813.00
SUPPLIES - GENERAL 136.12 100.00 36.12 36.12 269.80 300.00 30.20- 10.07 1.560.00
TOTAL RESIDENT SVCS 267.09 224.00 43.09 19.26 528.73 672.00 143.27- 21.32 3,613.00
NDSEEEPING:
SALARIES 1.88- 83.34 85.22- 102.26 28.83- 250.02 278.26- 111.53 1.000.00
BENEFITS 0.26- 12.50 12.78- 102.24 4.32- 37.50 41.82- 111.52 150.00
PUM. SM -NM 0.00 2,000.00 2,000.00- 100.00 3,751.60 S.S00.00 1,748.40- 31.79 10.100.00
REPAIRS AID MAINTENANCE 0.00 i 0.00 0.00 0.00 74.21 50.00 24.21 48.42 200.00
SUPPLIES - GENERAL 126.46 1SO.OD 23.54- 15.69 466.86 500.00 5.14- 6.63 2,500.00
TOTAL NRISEIEEPING 124.30 2,245.86 2.121.SG- 94.47 4.2S9.S2 6,337.52 2.078:00- 32.79 13.950.00
CUDRERT
Nam
CCMti:VAd)
PLANT OPERATIONS AND RAINTERANCE:
SALARIES 837.88
BENEFITS 1".26
APT. RENABILITATI00 0:00
CARETAKER ALLOWANCES 0.00
PURCR. S1A:S-BLDG 780.84
ROPING 8 Min. 1.578.91
SUPPLIES - GERM 916.57
TRAIN REIOVAI 558.00
NISCELLANEWS 3.509.1.1
TOTAL PLANT OPMTIOSS 8,326.20
UTILITIES:
UTILITIES-ELEC. 1,229.26
VAR. i TTO TTD
2.566.19
VAR.Z JANUARY 1998 -
BUDGET VARIANCE OF BUD. ACTWLL BUDGET YARIARCE OF M. DECFIVEA 1998
ppw. .
1,386.00 548.12- 39.55 2,519.06 4,15P.00 1,639.94- 39.41 16,639.00
208.00 61.11- 30.34 397.06 624.00 226.96- 36.37 2,496.00
75.00 73.00- 100.00 177." 225.00 47.36- 21.05 1,OBD.Oo
50.00 50.00- 100.00 100.00 150.00. 50.00- 33.33 LOS
2,920.00 2,139.16- 73.26 3,835.67 8,620.00 4,784.33- 55.50 31,768.00.
700.00 878.91 125.56 3.375.66 2,025.00 1,348.66 66.60 8.500.00
450.00 466.57 181.68 1,496.42 1,200.00 296.42 26.70 4.500.00
575.00 17.00- 2.96 1.611.00 1.725.00 114.00- 6.61 7.350.00
50.00 3.459.11 see"* 3,525.01 200.00 3.325.01 see*" 1.000.00
6.414.00 1.912.20 29.81 17,035.50 18,928.00 1,892.50- 10.0 73,850.00
UTILITIES-ELEC. 1,229.26 1.739.00 509.76-
UTILITES-GRWIL 2.566.19 2.340.00 226.19
UTILITIES -MATER 648.79 770.00 121.21-
TOTAL UTILITES 4,"4.22 4,849.00 406.78-
PROPEAn AND RELATED:
11.000.00
8.35 14.500.37
AMORTIZATION 1,399.47 1.399.00 0.47
DEPRECIATION 17,209.75 17,179.00 30.73
INTEREST EXPENSE 26,263.75 26,243.75 0.00
INSURANCE-PROPERTT 774.34 766.00 8.34
REAL ESTATE TAXES 1,860.39 1,801.00 39.39
B® FEES 0.00 0.00 0.00
TOTAL PROPER11 8 REI.. 47,467.68 47,388.75 78.93
tl
I
29.31 4.119.25 4.997.00 877.75- 17.57 23.350.00
9.67 8.112.29 12.012.00 3.899.71- 32.47 26.000.00
15.74 2,268.81 2.310.00 41:17- 1.78 11.000.00
8.35 14.500.37 19,319.00 4.818.63- 26.94 60.350.00
0.03 4.196.41 4.197.00 1.41 0.03 16.788.00
0.18 51.629.18 51.537.00 92.18 0.18 206."3.00
0.00 78.751.25 78.751.25 0.00 0.00 50,500.00
1.OP 2.321.04 2.226.00 25.06 1.OP 9.414.00
2.19 5.406.99 5.166.00 322.99 6.25 21.480.00
0.00 0:00 0.00 0.00 0.00 0.00
0.17 142.368.87 141.927.25 1.62 0.31 567.665.00
l
c
CURRENT VAR. N TTD TED VAR.11 JABMRT 19108-
NCUTN BDGET VARIANCE OF M. ACTLVAL BUM VARIANCE OF M. OECEOER 1918
BUDGET. .
eantinucd)
GENERAL AND MINISTRATIVE.
SALARIES -MR 1,785.30 1,801.50 16.20- 0.90 5,106.31 5,.109.50 4.19- 0.08 21.265.00
SALARIES-ADNIN 1,396.55 1,388.00 8.55 0.62 4,062.41 4,037.00 4.59- 0.11 16,757.00
8BEFITS 50.16 477.50 72.66 15.22 1,443.57 1,370.00 79657 5.37 5.700.00
UDBORIS CORP 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
ADVERTISING-PERS. 0.00 75.00 75.00- 100.00 0.00 225.00 MAR- 100.00 600.00
AUDIT 8 ACOBINTING 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 4,100.00
AUTO AID TRAVEL 27.95 50.00 22.05- 10 122.01 150.00 27.W 18.65 600.00
COPIER LEASE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0
SAAR SERVICE CHARGE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
COURIER SERVICE 0.00 25.00 25.00- 100.00 0.00 75.00 75.00- 100.00 300.00
DIES 8 SIESCBIPT. 96.08 0.00 94.88 0.00 2K.64 1.163.00 078.36- 75.53 1.188.00
TAN PREPARATION FEES 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
INTEREST -SEC. CEP. 79.98 74.00 5.98 LOB 229.75 222.00 7.73 3.48 888.00
YODOT.RM CORP. CLAIMS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
LEGAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
LICENSES AND PERRITS 0.00 0.00 0.00 0.00 0.00 90.00 90:00- 100.00 615.00
NANAGENENT FEES 3,296.56 3,293.00 3.56 0.11 9.920.27 9,079.00 41.27 0.42 310,85.00
INSURANCE GENERAL 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
MEETINGS 8 SENIHARS 119.00 0.00 119.00 0.00 119.00 420.00 301.00- 71.67 1.260.00
POSTAGE 96.00 100.00 4.00- 4.00 115.34 260.00 126.66- S1.94 1.100.010
PRINT® COORBICRTIM 0.00 50.00 50.00- 100.00 17.07 150.00 132.93- 88.62 900.00
ARCH SERVICES 294.64 0.00 294.64 0.00 490.84 120.00 370.84 3010.03 1.200.00
LEAD BARK - DATA INPUT 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AFFAIRS 8 Min. 0.00 75.00 75.00- 100.00 0.00 75.00 75.00- 100.00 150.00
SPECIAL EVENTS 0.00 50.00 50.00- 100.00 16.15 50.00 33.85- 67.70 350.00
SUPPLIES 0.00 105.00 105.00- 100.00 297.33 315.00 17.67- 5.61 1.250.00
TELENgl1E 443.27 465.00 21.75- 4.67 1.M.S4 1.595.00 39.46- 2.83 S.S80.00
MISCELLANEOUS 22.74 50.00 27.26- 56.52 191.45 150.00 41.45 27.63 600.00
TOTAL GENERAL 8 MIN. 8.207.03 8.079.00 128.03 1.58 23.740.66 25,235.50 1.494.88- 5.92 103,886.00
TOTAL OPERATING EIOEMSES 68,836.52 69.200.59 364.07- 0.53 2102.433.66 212.419.27 9,986.62- 4.70 823.292.00
EARNINGS (LOSS) 1,902.42
a s.ea
BMW
ssmms
2.746.01
smaasam
325.51
sem
9,838.48
ammsma
7.826.27-
masaam
17,664.75 225.71
mm
6.157.00-
magmas
VP-,
DATE: May 129 1997 fo using and Redevelopment Authority Mating of May 21. 1997
TO: Anne HurlbKNxecutive Director
FROM: Edward Goldsmith, HRA Supervisor Vu
SUBJECT: Extension of Management Agreement With Walker Management
Under the terms of the Management Agreement between the HRA and Walker Management, Inc. the
Agreement is scheduled to be automatically extended for one year from December 31, 1998, unless
either party provides notice by July 3. 1998 of its intention to terminate the agreement at the end of its
current term. According to the City Attorney, the HRA could proceed with any of the followingactionsrelativetotheManagementAgreement:
Allow the Agreement to automatically renew for another year under the same terms.
Re -negotiate the Agreement at any time, but notice must be given by July 3rd in order to preserve
dee light to terminate die Agreement if m -negotiation is not successful.
Give notice to terminate the Agreement at the ped of its term by.July 3rd and solicit for new
proposals.
Two years ago we undertook an extensive comparison of the services provided and costs under the
HRA's contract with Walker. From this comparison we concluded that the services provided byWalkerManagementwereamongthemostcomprehensiveavailableandthatWalker's costs were
among de lowest surveyed. A copy of this report is attached. I am not aware of any changes in
either the cost or level of Walker services or services available from other housing management
providers that would warrant a new study. Walker has provided a high level of quality professional
management services during the past year. Construction issues that were outstanding with Walker at
the start of last year have been successfully resolved and no new issues are currently outstanding.
The management fee and costs at Plymouth Towne Square are within industry standards and
competitive with fees and costs at other senior housing in the metropolitan area. Walker
Management also provides a level of service at the building at a reasonable cost that is not available
at many other similar buildings. By contracting for management of Towne Square, HRA executive
staff is able to pay greater attention to other issues and HRA activities. Given these conclusions, it
would not be in the best interest of the HRA to undertake the expense and effort to not renew the
contract and solicit for new proposals for the management of Plymouth Towne Square or to consider
direct management of the property at this time.
I therefore recommend that the Board Blow the Management Agreement to automadeslly
J renew for one year atter December 31, IM by taking no action at this time
Attachment
J"
RG'YMOM AM 5*47
DATE: June 13,19% for Housing and Redevelopment Authority Meeting of June 20,19%
TO: Anne W. Hurlburt, Executive Director
FROM: Edward L Goldsmith, HRA Supervisor
SUBJECT: Management Agreement for Plymouth Towne Square
Under the terms of the Management Agreement between the HRA and Walker Management, Inc. the
Agreement is scheduled to be automatically extended for one year from December 31, 1996, unless
Mier party provides notice by July 3, 1996 of its intention to not renew the agreement. Walker has
indicated an interest in having the Agreeme, ` remw. According to the City Attorney the HRA could
proceed with any of the following actions relative to the Management Agreement:
Allow the Agreement to automatically renew for another year under the same terms.
Reeegodate the Agreement at any time, but notice must be given by July 3rd in order to preserve
the right to terminate the Agreement if re -negotiation is not successful,
Give notice not to renew the Agreement by July 3rd and solicit for new proposals.
As previously discussed with the Board, staff has been compiling the following information in order
to evaluate continuation of the management agreement with Walker Management.
Services and other benefits provided by Walker Management as part of their management fee,
over and above services paid for directly from the management budget,
0 Financial Semen: rent collection; record keeping and reconciliation; preparation and
monitoring of financial statements; payroll processing and Fwhssimg procedures.
0 Administrative Services: development, implementation, and oversight of staff and
building procedures and operations, including: Human Resources, Computer Services,
Public Relations (including crisis communication), and Legal Services,
0 Quality Imorovement: periodic satisfaction surveys given to residents; incorporated into
building action plan
0 Plant Operations: seem to backup maintenance services, 24 hour emergency call
number, Boors to maintenance and environmental services consultation
O Community Services: consultations for staff on addressing individual resident and
building wide issues. Specific services for residents are provided on a fee-for-service
basis. Walker also contracts with Hennepin County to provide in-home services to
County clients at PTS.
A comparison of WdWs services, budget, and management fee to those of similar senior `
J
housing complexes.
I To evaluate these items, data was collated firnn different companies managing comparableseniorhousinginthemetroareaandtheMimresotaFinance
compared to data from Plymouth Towne Hoag og °' (MHFAa and
Square. A total of 18 senior housing management
company's and owners were contacted for information. Nice companies agreed to participate and
were am requests for information. Of time nine companies, four replied with enough
information to compare with Walker Management. This data was than compiled and put on the
attached spreadsheet for easy comparison. MMA provided the standards it uses for Twin City
metro area senior housing. The MHFA data was used to compare the reasonableness of the
management companies' responses. The companies whose senior housing data was used in this
comparison are: Hoisclair Corporation, LaSalle Group. Presbyterian Homes, and Shelter
Corporation. The W*jer Plymouth Towne Square data compared favorably with the information
from the other properties and NHFA.
In comparing Walker Management with the other management companies, its fee is the lowest
and within the standard used by MMA (see attached Senior Housing Comparison spreadsheet).
Even with the lowest fee, Walker provides a greater assortment of services that emphasize the
aging in place" of residents and resident involvement in activities at the building.
9
An estimate of costs and a review of issues related to direct HRA management of the property.
For the HRA to assume direct responsibility for the day to day operation of the property, the City
would need to hire a staff to provide administrativeloverhead, on-site management, and
maintenance services. A comparison of an estimate of the City's cost to provide staffmg
essentially equivalent to the current Walker staffing is as follows:
These costs include salaries, fringe benefits, value of apartment provided and overhead allocations
SW fees associated with the direct staffing costs. The estimate of City costs assumes that there
would be essentially no change in positions at Towne Square. Discussions among City staff have
indicated that the estimate of City costs could be decreased if the City substituted the use of City
work crews, off-site staff and contracted services to perform some of the work currently done by
on-site staff. Although a detailed analysis of the costs related to such a change in the delivery of
services was not done, it was assumed that the City could provide such services at a cost at least
comparable to the cost associated with Walker Management's services.
In addition, direct HRA management would require that executive staff have a greater
involvement in the day to day supervision and operation of Towne Square. With executive staff
currently focusing a significant portion of its attention on issues and activities related to
implementation of the Metropolitan Livable Communities Act, greater involvement in the
management of Towne Square could detract from these efforts.
Review of Walker's management of Towne Square
Walker City of
Management Plymouth
1996 budget) estimate)
Administrative/Overhead538,457 529,800
On-site Management 48,724 59,000
On-site Maintenance 41,627 53,400
Totals 128,808 5142,200
These costs include salaries, fringe benefits, value of apartment provided and overhead allocations
SW fees associated with the direct staffing costs. The estimate of City costs assumes that there
would be essentially no change in positions at Towne Square. Discussions among City staff have
indicated that the estimate of City costs could be decreased if the City substituted the use of City
work crews, off-site staff and contracted services to perform some of the work currently done by
on-site staff. Although a detailed analysis of the costs related to such a change in the delivery of
services was not done, it was assumed that the City could provide such services at a cost at least
comparable to the cost associated with Walker Management's services.
In addition, direct HRA management would require that executive staff have a greater
involvement in the day to day supervision and operation of Towne Square. With executive staff
currently focusing a significant portion of its attention on issues and activities related to
implementation of the Metropolitan Livable Communities Act, greater involvement in the
management of Towne Square could detract from these efforts.
Review of Walker's management of Towne Square
Since the opening of do building in 1994, we have found Walker's maoaganent staff to be
extremely competent and very responsive to issues from both the HRA and building residents. r" The high ratings in the 1995 Resident Satisfaction Survey are indicative of residew satisfaction
with management at the building. In addition their expanse in the field of senior housing andserviceshasbeenanadditionalassetinthemanagementofthebuilding. Their ability to make
Additional cervices available for residents of the building has been an extra bcaAL Their concern
for PmWdmg cervices for "aging-iu-place" residents has been perticula IY sigeiliCmrt. Althoughtherehavebeensomeconatnncnonissuesthathavenotyet'beeu adequately resolved,.6these do not
reflect upon the management of the property. Currently tiers are no outstanding managementissuesthatarenotbeingadequatelyaddressedbyWalkerstaff. In addition we have no reed toreviseanyoftinetermsoftheagreement.
The preceding information indicates that the management foe and costs at Plymouth Towne Square
aro within industry standards and competitive with fees and costs at other senior housing in themetropolitanarea. Walker Management also provides a level of service at the building at a
reasonable cost that is not available at many other similar buildings. Also, by contracting formanagementofTowneSquare, executive staff is able to Pay granter attention to other issues andHRAactivities. Given theca conclusions, it would not be in the best interest of the HRA to undertake.
the expense and effort to not renew the contract and solicit for new pmposels for the management of
Plymouth Towne Square or to consider direct manegement of the property at this time.
I therefore recommend that the Board Blow the Management Ageeemant to automatieanyrenewforoneyaratterDecember31,19% by taking no action at this time.
Attachments -
Senior Honing Comparison spreadsheet
s•
MEMO
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447
DATE: May 4,1998 for HRA Meetity; of May 21, 1998
TO: Anne W. Executive Director
FROM: Melissa Cantice Dosing Technician through Edward Goldsmitt4
Supervisor
SUBJECT: SECTION 8 ANNUAL CONTRIBUTIONS CONTRACT (ACC)
A letter dated April 30, 1998 from the local HUD Office requests the Plymouth Housing
Authority to sign a new ACC which will add an increment to our current ACC. This
increment will provide fuming to cover any projected funding shortfall as a result of the
recapture by HUD of program reserves. According to HUD Notice PIH 98-3. HUD is
recapturing excess Section 8 program reserves to be used for funding disaster relief
activities and to establish a fund for future Section 8 contract renewals.
HUD recaptured $355,689 from our program reserves. After the HUD notice was issued
and the funds recaptured, it was found that many housing authorities would not be able to
fund certificates and vouchers they had previously issued and fumed from their program
reserves. The new increment of $30,498, which expires June 30, 1998, is to cover any
certificates we may have been funding through our former program reserves.
The Plymouth Suction 8 Certificate program is comprised of four separately funded
projects. These projects are as follows:
The initial project contract was number MN46-EI70.001 and became effective
August 12, 1977. The coact was for 15 years, expired in August, 1992, was
renewed and renumbered to MN170CE0006, and expired July 31,1997. The cotthact
was then extended one year and expires July 31, 1998. The contract is for 47
certificates.
e Project number MN46-E170-002 went into effect on October 12, 1974. The contract
was for 15 years, expired October 11, 1993. was renewed and renumbered to
MN170CE0007, and will expire on September 30, 1998. 711g, conUM is for 25 /,-.,
Pmjed member MN170CE0003 became effective on September 30. 1985 with a total
of 15 certificates and is scheduled to expire on August 31, 2000.
The new project number MN170CE6001 will be effective July 1. 1997 through June
30, 1998, adding $30,498 to our budget authority to cover funding s>mrtfilis caused
by the recapture of program reserves.
Enclosed is a copy of the Annual Contributions C ,tact and the letter from HUD. 1
recommend tbat the Housing Authority approve the amendment of the ACC and direct
the Chairman to execute the Contract.
Attachments:
I. Resolution 98-11
2. Letters dated March 30, 1998 and April 30.19" from Daniel Larson, HUD
3. Annual Contributions Contract
NRA RESOLUTION 9&11
AUMORIZING EXECEMON OF ANNUAL CONTRIBUTIONS CONTRACT .
WHEREAS, the Housing and Redevelopment Authority of Plymouth. Mimesota
wrein called the "HA") proposes to enter into an Annual Contributions Contract
herein called the "Contact") with die United States of America (herein called the
Government").
NOW, THEREFORE, BE IT HEREBY RESOLVED by the HA ae follows:
The Contract. substantially in the form of the contract hereto and hereto attached. is
hereby approved and accepted both as to form and substance and the Chairman is
hereby authorized and directed to execute said Contract in triplicste on behalf of the
local authority, and the secretary is hereby authorized and directed to impress and attest
the official seal of the local audwrity on each such counterpart and to forward said
executed counterparts, or any of them, to the Government together with such other
documents evidencing the approval and authorizing the executions !hereof as may be
required by the Government.
The Executive Director .is hereby autbafted to Ne with the Government from time to
time, as monies are required, requisitions together with the necessary supporting
documents requesting advances to be made on account of the contribution provided in
the Contract.
This Resolution shall take effect immediately.
Adopted by the Plymouth Housing and Redevelopment Authority on May 21. 1998.
5asiartrWrwAW98
6.
DATE., May 13,1998 for Housing and Redevelopment Authority Meeting of May 21, 1998
TO: Anne Hudburt, Executive Director
FROM: Edward Goldsmith, HRA Supervisor
SUBJECT: 1999 City Budget Process
City staff have begun the process of developing the City of Plymouth's proposed budgets for 1999.
Budget proposals are scheduled to be submitted to the City Finance Department by May 29, 1998
for review. The budgets aro scheduled to be submitted to the City Council by July 24,1998. Once
the City Manager has reviewed the proposed HRA budgets, they will be presented to the HRA for
review and approval. The HRA budgets are processed along with the City budgets as part of the
City Council's procedure for approving the HRA's property tax levy. The HRH's levy is
combined with the City's levy to determine a combined City authorized property tax rate. Staff
has been instructed to keep increases to a minimum, in order to hold the 1999 combined City
property tax rate to the 1998 level or lower. The Council is scheduled to adopt preliminary
maximum tax levies on September 21. Council adoption of the final budgets and property tax
levies is scheduled to occur by December 10. A copy of a detailed City budget schedule is
attached.
In developing the 1999 budget, the staff has ban instructed to "budget by exception" assuming a
zero inflation rate for most non -personnel expenditures. Copies of the HIWs budget fours with
actual 1997 expenditures, 1998 budgets, and 1999 zero inflation base budgets are attached. Staff
will be developing the exception and increased service budgets for submission to the Finance
Department by May 290. Based upon previous discussions with the HRA Bored, I have identified
the following issues to be considered as we prepare the staff budget proposals.
After significant increases in the Data Processing allocations last year, the Board indicated a
concern with program fouls being utilized to fund the City's Data Processing allocation. For
1999, the HRA's Data Processing allocations will actually decrease by 0.5% from $36,048 to
35,863. The City's Photocopying allocation will increase 3.0% from Y,137 to U.M. The
Facilities Management allocation will increase 139.7% from $4,567 to $10,946. For 1999,
Finance is utilizing a completely new allocation methodology for Facilities Managenma based
upon square footage of space assigned to each program. This combined with the fact that previous
Facilities Management allocations have not been significantly increased for several years, has
resulted in the indicated increase.
i.ast year. the Board discussed the porolbility of funding City cost Allocations to the HRA budgets
with the HRA property tax levy rather than program funds. Currently, the HRA's levy finds the
City cost allocations to the HRA's Community Development Block Grant (CDBG) budget and the
HRA General Fund budget. The HRA's Section 8 budget is the the only remaining HRA budget
that fiords the City allocations with program funds. Total City allocations in the Section 8 budget
for 1999 increased 3.8% from $17,624 to $18,291. If these allocations were to be funded from the
HRA property tax levy, the levy would have to increase 4.5% over the 1998 levy.
Preliminary discussions with Walker Management indicate that rents at Plymouth Towne Square
may need to increase up to 3% in 1999, to cover increased costs. If the HitA again absorbs the
entire rent inorerre through the HRA's Senior Housing Rent Assistance, that expenditure would
increase 3.7% from $270,000 to 5280,000.
In 1997, we had discussed the possibility of an additional staff position for the HRA based upon
the substantial expansion of staff activities that had occurred during the past several years and the
development of new initiatives in affordable housing and redevelopment that we would like to
pursue. A copy of my justification memorandum for the new position for the 1998 budget is
attached. However., because of the state levy limits in 1998. and changes in the property tax
cluliScations, we were not able to get an additional position approved. For 1999, we will again
be considering an additional .position for the wine reasons. Changes in the state levy limits for
1999, that allow the City a new growth factor in calculating the levy limits and less drastic
changes in the property tax classifications may improve the chances for funding for the additional
position.
1 kleommend that. the HRA Board review this information and indicate any cancer= or
other issues that the Commissioners may wish the stiff to pursue In developing the 1999HRAbudgets.
Attachments:
1. City Budget Set:,jdole
2. HRA Budget Fo'
3. Memo of Jure 23,1997
j
Date I Description
2Budget
sy, 12 — rtmeot Review of Bodpt
may 29F Budiget hrm due back rmm departments Mdgdbg
justlAaition for new personnel, capibl ouday, line item
Justification, and detil bo: Opogn
June 1— ooe 5 Bud ham review of budgetrequests; new propegub
June 8 —June 9 City famew mad e 1999 Budget
mine n—J 3 Final preparation sad draft of the 109 ludget
24 CRY MWNW submIts the proposed IN Bn get to
Comma
July 29 dget overview, city Commen Dowstudyn —
7.00 PnL public Safety T -Room
August if— City Cour Budget Study Session 11 — 7.00pm. u
ftTralaftRoom
August 36 City Council Budget Study Sea — p.m. public
Safety Tnbllog Room
Angost228rimsmit of erne A
Commen set u lie bearing date for 1999C
ono adovis mioary tax r
15 Fhmce D r cerdfles prota: to e
County
ovember — County to mil ro ta= statement
Cw Clerk b. es nodee of Council Budget Heartogg
December I City to ruts in Tandom and public ea gs to
adopt fins budget and final tax IM
Dmmber24 I Lost any to certl 999 tax W7 to County
Revised: 5/12/98
Comm Dev Block Grant Fund
1999 1999
Ex enditures 1997 1998 1998 Continued Increased 1999
p Actual AdWledEstina0ed Service Service Managees
Expenditures Budget Expenditures Request Request Budget
Personal Services
6001 Regular Saladea A Wages 550.660 556.764 50.127 51.883 0 551.883
6003 Overtinre Pay 60 5500 500 500 SO 5500
8021 Medicare 724 828 734 759 50 759
6022 PERA 2.345 2.820 2.596 2.687 SO 2.687
6023 Social Semi* (FICA) 53.094 53.51r 3.139 53.248 50 3.246
6024 Delerted Compensation 0 Sl' 44 119 50 119
6031 Group We Insurance 201 5228 145 150 SO 5150
6032 Group HospaallDental Ins. 5.228 5.760 5.266 5.580 0 5.580
6033 Lang -Term Disability Ins. 121 0 50 SO 50 110
6034 Wedmes Compensation Ins. 309 1.092 1.092 0 0 SO
6035 Unemployment Compensation 140 0 50 SO so SO
Total Personal Somas Wall 571.:08 83.643 64.926 0 64.926
LUterlals & Supplies
6101 ORxe Supplies 416 530 530 530 0 530
6103 Photagraft SO 550 50 50 50 1150
Total mewms 8 Supplies 416 580 560 580 0 5580
C
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Admink aftn (101)
Fund RM owmt Dowdoftn 9ht Pft2 1919
220 1240101 7701 HUD Training HUD 0 0.00 515.00
220 1240101 7703 Mn NAHRO Conference Mn Chapter of NAHRO 0 0.00 5300.00
220 1240101 7703 Ned" NAHRO Conference nahro 0 0.00 310.00
Page 1
1999 fees .
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SM Oiagt - l I N IlDaOsl ft 8'3.2117 85.7110 am 87.1011 so 87.1011
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7913 OlhwPmftm; nrsanbm 8511 i26S s255 so so so
7016 M - or4odba 4.825 WOOD 80.000 SUN so 70.000
7000 Rt=d PeMilm s764 ss00 sm MoD 0 sm
7101 Pb411p RAG 82,500 82.500 82MO s0 82.500
7201 Pftft a Padmdwh 8225 1.200 1.200 1.200 s0 1.200
7901 mbw 11 so 840 40 s0 40
7605 ReiWCryEW*mwt 1.442 1.1M MAN so s0 s0
7701 t3plov I Ta ft 85 SIAM 1.500 so so s0
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7720 SOM Sanbm 80.350 87.160 67.160 67.160 so 87.180
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7740 SoMMsPO4dRsnMAssM 8560.054 8370.000 370.000 8370.000 0 8376.000
7141 Sod1n811040APANAMM 831.317 20.000 320.000 6.000 s0 32"m
7712 Swum a P4d4MAdmb Foo s2DB2 80.500 82.500 82.600 0 82.600
Tye soclbn s pa" Vaullm 3212.680 8270.000 8230.000 82SM so 230.000
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7703 ssmms-118811 aar 440 0 so o 0 to
Told coaaa4rt.lsn.km 81A7$,o65 1,1146110 1.114AN 81.110.670 9 1,110,870
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TOM NRA Sethi S (1M) 1917!.068 1,1UP4 SIX%M I. MAM 0 11mim
Fluid 9131 QWW Deseddlon 34t Eft 7CPJ
250 1251000 7013 Section 8 Software Support Nan McKey, Inc. 0 0.00 6300.00
250 1251000 7701 Section 8 Training Nan McKay or HUD 0 0.00 500.00
250 1251000 7703 Mn NAHRO Metro Conf Mn NAHRO 0 0.00 300.00
250 1251000 7703 Mn NAHRO State Conf Mn Nahro 0 0.00 500.00
250 1251000 7703 Mn Mutti-Housing Cont. Mn Multihousing Association 0 0.00 200.00
250 1251000 7705 Mn NAHRO memberships(2) Mn Chapter of NAHRO 0 0.00 175.00
250 1251000 7705 NaCl. NAHRO membership NAHRO 0 0.00 100.00
Page 1
1981 1998
Expo dRu 1987 1999 1989 oiaaoaad 1998
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Tod Caaaadw s wvkm Mun st70.17e 60.178 8314,510 so 10.010
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4 F dMU M WMN* SIA44 tAxo s1As0 Mm so KM
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Told MRA sSowd (Tu Leary) (126 ppm 8"4.m so
HRA Geneml (Tax Levy) (1252)
251 1252000 7013 Fair Housing Initiative Hennepin county 0 0.00 3,000.00
251 1252000 7013 Hahne Remoderup Fahr CO-OP NW 0 0.00 1,000.00
251 1252000 7013 Home Iten wde&V Fair City of SL Louis Park 0 0.00 1,000.00
251 1252000 7013 Misc. Consultants 0 0.00 7,000.00
251 1252000 7701 Eoonhomic DeverL Finance MnDTED & Nat9 Devel't Cou 0 0.00 2.600.00
251 1252OW 7701 Hog & Redenreft Training HUD or private vendor 0 0.00 200.00
251 1252000 7703 Win NAHRO Metro Cahfarenoe Mn Chapter of NAHRO 0 0.00 250.00
251 1252000 7703 Mn NAHRO Mello CoMhmm Mn Chapter of NAHRO 0 0.00 5300:00
251 1252000 7703 Mn NAHRO Sime Mn Chapter of NAHRO 0 50.00 550.00
251 1252000 7703
Confenemence
National NAHRO Conference NAHRO 0 0.00 1,200.00
251 1252000 7705 NAHRO Menftrships (2) NAHRO 0 0.00 500.00
251 1252000 7705 Mn Chapter NAHRO Mn NAHRO 0 0.00 550.00
Membership
251 1252000 7705 MALHFA Menftmhip MALFHA 0 0.00 100.00
251 1252000 8102 PC 1 3,500.00 3,500.00
251 1252OW 8102 MODIFY WORK STATION 1 1,000.00 1,000.00
DATM June 23. 1997
TO: Anne Hurlburt, Community Covelopment Director
FROM: Edward Ooldsmfth. HRA Supervisor
SMU=-. Additional Stats Position for 1998 HRA General Fund Budget
During the past several years the HRA's stats activities have increased in response to the
City's initiatives to meet the need for more affordable housing within the City and the City's
participation in We Metropolitan Livable Communities Program. Our success in this area has
increased the need to coordinate our activities and programs with other programs and agencies
working with lower income persons in the City. Changing bousigg market conditions and
governmental support programs have made it essential that we focus our efforts towards now
Initiatives that promote a diverse and widespread response to the need for affordable housing
within the City that serves our lower income residents and persons working within the City.
There are older areas of the City that are showing the signs of age and obsolescence that could
benef t from active staff support to develop of native responses to these conditions. In
addition, the City's creation of the Economic Development Loan Fund within the HRA will
require additional staff work within the coming years.
The expansion of HRA staff activities to date have included:
Work with housing revenue bond properties to increase the number of affordable
apartments supported with this type of financing.
Work with proapeetve developers and funding sources to comply with the City's
Livable Communities goals ad include affordable housing in proposed development.
Advocate on behalf of development that mods do City's goals.
Work with developers and property managers to counxt them with available
community services that will support quality property management.
Work with commmiily and social service agencies to promote the availability of dose
services for Plymouth residents.
Work with Public Safety Staff on Crime -Free Muldhousing Program and Plymouth
Aparmont Managers Association.
Work with surrounding communities to provide PlymoWb residents with access to area
wide home remodeling fairs.
Increase to Section 8 worldoad from 133 to 196 households (28%).
J • Begun the Section 8 TRAILS Family Self -Sufficiency Program
Begun private find raising for the TRAILS Program
Have increased CDBO expenditures to levels acceptable to HUD.
Work with a local Homeowners Association to develop fimocigg for needed,
improvements for 219 ezfuft affordable townhomes.
Participate is the planning and operation of the Plymouth Commute West Job Fair. .
Represent the City and HRA at an increasing number of meetings of local, metro,
state, and national organizations and officials to promote programs that support the
City's affordable housing and development objectives.
On-goiqg monitoring of the construction issues at Plymouth Towne Square.
in addition to these on-going activities, staff have also been involved In developing and
implementing tin City's Uvable Communities Program and City Housing Plan. This
additional woddoad has the existing staff working at maximums capacity. For the coming
year, I would like to add some new staff initiatives to it 'to the Chyle stated goats, as
well as expand our efforts in a number of activities that we have begun with only time moat
minimal of available staff time. These new and expanded activities include:
Develop and implement a program to promote development that meets the City's
Housing and Uvable Communities objectives. Intensify efforts to work with
developers to mod these objectives.
Design and implement monitoring procedures to report the progress in mating the
City's Housing and Uvable Communities objectives.
Work directly with the Twin West Chamber of Commerce and local businesses to
Meaft the housing needs for current and figure employees working in the City and
develop responses to the identified needs.
Begin to Went* and analyze the older areas in Plymouth that are beginning to show
signs of age and obsolescence that may become blighting influences in the community.
Develop and implement procedures for the operation of the Plymouth Economic
Development Fund.
Increase efforts to work with local community and social service agencies to promote
their services within Plymouth.
Inxesse efforts to work with developers and property managers to connect tlmem with
community services that support quality property management.
Increase participation in the Crime -Fra Muldhousing Program and Plymouth
Apartment Manages Association.
Work with surrounding communities in the development of landlord and tenant
workshops that would be available to Plymouth landlords sort residents.
Expand private find raising efforts for the TRAM Program.
If we are to continue to provide the stats services necessary to continue the progress that we
have mode in addressing the City's bowing and redevelopment needs, it is essential deet an
additional position be crested within the HRA staff. I propose to add the new position of
Housing Specialist, at Orale 12. This would be an meed hcusing prokesiond to come
in to begin working on most of the hdicated activities with some of my activities shifted to the
position so that I could faces more on menagerie! level issues and activities.
The coat for a new position could be covered by an increase in the HRA property as levy.
Once we have the tax capacity figures from Hennepin County. we can calculate whether the J
tax rate would need to be increased for this.
SUM-* Wft
0
Now
CrrY'Oe PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447
DAT& May 12, 1998 for Housing and RedevelopmM Authority Mating of May 21.
1998
TO: AWhudut. ExecWve Director
FROM: Edward Ooldudth. HRA Supervisor
SUBIF.CT: NOMINATION AND ELECTION OF OFFICERS
At the Mamb mw -ting the Hoard postponed the election of officers until all Commissioners were
Pte•
dtttentty, the Board Offices are held by the following Commissioner:
Board Chair David Crain
Vice -Chair vacant
Secretary Pat Pelstring
I rd000tmend that the Board ootoloate and deet naw dfkm at the May meeft.
J
t 'loYbtrimMQ[1Tl
34-00 I'LXMOUTH AO(JGEVAIti3; Ptah? i 1337 r,
DATE: May 12,1998 for Housing and Redevelopment Authority Mating of May 21, 1999
TO: Anne Hurlburt, Executive Director
FROM: Edward Goldsmith, HRA Supervisor
SUBJECT: Resolution Authorizing Subimission of An Application for the Minnesota
Department of Trade and Economic Development's Contamination Investigation
and RAP Development Grant Program
On April 16, 1998, the Board adopted Resolution No. 98-08, Authorizing Submission of an
Application to the Minnesota Department of Trade and Economic Development's Contamination
Cleanup Grant Program for the Proposed Village At Bassett Creek development. This action was
based upon the City Council's authorization of a restructuring of the proposed financing for Tax
Increment Financing District No. 7-5. Under the terms of this restructuring, development within
the district was divided into two phases. Phase 1 to be the development of the eastern portion of
the district ;with 46 units of low income senior housing and 70 townhome units. Phase 2 to be the
development of the western portion of the site with a 30,000 square foot commercial office
building and approximately 100 townh me units, contingent upon the availability of funding to
properly dispose of the construction debris that is contaminated with asbestos floor tiles on this
portion of the district and Council approval of any required additional tax increment funding.
Proper disposal must be done in accordance with a Response cction Plan (RAP) approved by the
Minnesota Pollution Control Agency.
Both the City and the HRA are eligible to apply for the DIED contamination investigation
funding. 1 have recommended that the HRA, as the City's development and housing agency,
apply for these funds. Also, because the City may be using tax increment funding to support the
actual development of the property, it will be to the City's advantage to kap the grant and
developer fading for the cleanup separate from the City's tax increment bond funding for the
development. The City's Bond Counsel has concurred in this recommendation.
DTED requires that the City adopt a resolution supporting and authoring the HRA and its
designated representative to submit the applications for these programs and commit the required
local match. Although the actual source of the match will be the developer and landowner,
DTBD requires that the City commit the matching funds in its resolution. An agreement with the
developer should require that the developer provide the necessary matching funds, before any
D7ED funding is accepted by the HRA. The City Council is considering adoption of the
attached draft resolution authorizing the HRA to e. -limit the -,TED application at its meeting on
May 20th. If this resolution is adopted by the Council, t%. - AM will have the authority to
submit this application on behalf of the City. DIED has specified the attached form of
resolution to be adopted by the HRA.
Given existing conditions at the site it is unlikely that it will be privately developed to generate
additional property taxes without governmental assistance. The DTED .grant will permit the
Rottlund Company to complete its investigation of the contamination -at the site. Once this has
ban done, applications can be submitted to DIED and the Metropoliten'Council for finding for
site cleanup. This would. facilitate development worth an estimated $13,000,000 that would
produce approximately $200,000 in local property taxes annually. Any DTED funding received
will also reduce any local contributions required under the tax increment statutes by 50% of the
amount of the grant. The application for the DIED funds will not obligate the City or the HRA
to lmile any fimdmg beyond that.already woved fr Tax increment District 7-5.
I recommend that the HRA adopt the attached Resolution 98-12 and rbdog an appliesdon
for the Minnesota Department of Trade sod Economie Development's Contsmloodoo
Investigation and RAP Development Gnat (Program.
ATTACHMENTS:
1. Draft HRA Resolution
2. Draft City Council Resolution
HRA Resolution 98-12
AUTHORIZING SUBMISSION OF AN APPLICATION TO THE MINNESOTA
r'1
DEPARTMENT OF TRADE AND ECONOMIC DEVELOPMENT'S CONTAMINATION
INVESTIGATION AND RAP DEVELOPMENT GRANTPROGRAM FOR THE
PROPOSED VILLAGE AT BASSETT CREEK DEVELOPMENT
WHEREAS, on March 4, 1998, the city Council of the City of Plymouth, Minnesota (the "CITY")
adopted Resolution No. 98-156, Authorizing A Restructuring Of The Proposed Financing For Tax
Increment Financing District No. 7-5, the Village At Bassett Creek development; and
WHEREAS, development of the westerly portion of the District ("Phase 2") requires additional
financial assistance to cleanup contaminated construction debris deposited on the site; and
WHEREAS, the Minnesota Department of Trade and Economic Development ("DTED") provides
funding to assist in the investigation and cleanup of contaminated sites such as Phase 2; and
WHEREAS, the Housing and Redev-!opment Authority In and For the City of Plymouth (the
HRA") wishes to apply to DTED's Contamination Investigation and RAP Development Grant
Program for assistance for Phase 2 of the Village At Bassett Creek development;
NOW THEREFORE BE IT RESOLVED by the Housing and Redevelopment Authority in and for
the City of Plymouth, Minnesota that it act as the legal sponsor for the project contained in the
Contamination Investigation and RAP Development Grant Program submitted on May 1, 1998 and
that Anne Hurlbi nt, HRA Executive Director, is hereby authorized to apply to the Department of
Trade and Economic Development for funding of this project on behalf of the Plymouth HRA.
BE IT FURTHER RESOLVED that the Plymouth HRA has the legal authority to apply for
financial assistance, and the institutional, managerial, and financial capability to ensure adequate
project administration.
BE IT FURTHER RESOLVED that the sources and amounts of the local match identified in the
application are committed to the project identified.
BE IT FURTHER RESOLVED that the Plymouth HRA has not violated any Federal, State or local
laws pertaining to fraud, bribery, graft, kickbacks, collusion, conflict of interest or other unlawful or
corrupt practice.
BE IT FURTHER RESOLVED that upon approval of its application by the state, the Plymouth
HRA may emer into an agreement with the State of Mirneesots for the above referenced project, and
that the Plymouth HRA certifies that it will comply with all applicable laws as stated in all contract
agreements.
BE IT FURTHER RESOLVED that Anne Hurlburt, HRA Executive Director is hereby authorized
to execute such agreements as are necessary to implement the project on behalf of the applicant.
Adopted by flue Plymouth Housing and Redevelopment Authority on May 21,1995.
CITY OF PLYMOUTH
Resolution 98 -
AUTHORIZING SUBMISSION OF AN APPLICATION TO THE MINNESOTA
DEPARTMENT OF TRADE AND ECONOMIC DEVELOPMENT'S
CONTAMINATION INVESTIGATION AND RAP DEVELOPMENT GRANT
PROGRAM FOR THE PROPOSED VILLAGE AT BASSETT CREEK DEVELOPMENT
WHEREAS, on March 4, 1998, the City Council of the City of Plymouth, Minnesota (the
CITY") adopted Resolution No. 98-156, Authorizing A Restructuring Of The Proposed
Financing For Tax Increment Financing District No. 7-5, the Village At Bassett Creek
Development; and
WHEREAS, development of the westerly portion of the District ("Phase 2") requires additional
fumial assistance to cleanup contaminated construction debris deposited on the site; and
WHEREAS, the Minnesota Department of Trade and Economic Development ("D'I'ED")
provides fimding to assist in the investigation and cleanup of contaminated sites such as Phase 2;
and
WHEREAS, the City wishes to authorize an application from the Housing and Redevelopment
Authority In and For the City of Plymouth (the "Plymouth HRA") to DTED's Contamination
Investigation and RAP Development Grant Program for Phase 2 of the Village At Bassett Creek
Development;
NOW THEREFORE BE IT RESOLVED by the City Council of the City of Plymouth,
Minnesota that the Plymouth HRA act as the legal sponsor for the project contained in the
Contamination Investigation and RAP Development Grant Program submitted on May 1, 1998
and that Anne Huriburt, HRA Executive Director, is hereby authorized to apply to the
Department of Trade and Economic Development for funding of this 1'retiect on behalf of the
Plymouth HRA.
BE 1T FURTHER RESOLVED that the Plymouth HRA has the legal aw. arity to apply for
financial assistance, and the institutional, managerial, and financial capability to ensure adequate
project administration.
BE IT FURTHER RESOLVED that the sources and amounts of the local match identified in the
application are committed to the project identified.
BE IT FURTHER RESOLVED that the Plymouth HRA has not violated any Federal, State or
local laws pertaining to fraud, bribery, graft, kickbacks, collusion, conflict of interest or other
unlawful or corrupt practice.
BE IT FURTHER RESOLVED that upon approval of its application by the state, the Plymouth
HRA may enter into an agreement with the State of Minnesota for the above referenced project,
and that the Plymouth HRA certifies that it will comply with all applicable laws as stated in all
contract agreements.
NOW THEREFORE BE IT RESOLVED that Anne Hurlburt, HRA Executive Director is hereby
authorized to execute such agreements as are necessary to implement the project on behalf of the
applicant.
Adopted by the Plymouth City Council on May 20, 1 "ll.
MEMO
dT- Y9OH.pLYMOUTH
r
3400-PLYMOUiM BOUI:EVARD,-PLYMOUTH, MN' 55447
DATE: May 21,1998 for Housing and Redevelopment Authority Mating of May 21,1998
TO: Anne W. &&K Executive Director
FROM: Milt Delo' g Specialist through Edward (io HRA Supervisor
SUBJECT: Request for Aesisteme fiom Former First Tiffs: Homebuyer
In July 1993, a single parent had of household with one child bought a house in Plymouth
receiving $1Q000 in First Tim Homebuyer program assistance. Later the homeowner discovered
approximately $20,000 in structural problems with the house and took the matter to the American
Arbitration Amociatiou for arbitration. She lost the can and then took the matter to the Minnesota
Department of Commerce. After investigation, the Department concluded there was no improper
conduct by the Realtors involved in the sale. We referred the client to Community Action for
Suburban Hennepin (CASH) for assistance with her situation. CASK negotiated a discount on the
payoff of the mortgage that would permit the ham to be sold for its actual value (taking into
account the structural problems) without holding the client liable for the balance on the mortgage.
A buyer for the house was f aid, however our cheat backed out of the sale, because she felt that the
solution would put her into a worse financial situation. An updated estimate of the cost to repair the
home recently cage; to $31,000.
Other concerns of our cheat, relate to the age and condition of the home and that other repairs soon
will be necessary and would like to receive consideration for a home improvement loan. However,
the housing rehabilitation program guide states that, "Generally, the total amount of the required
ropaies plus all current liens should not exceed 100% of the market value of the structure on the
property as indicated on the borrower's tax statement." Recently, the City Assessor reduced the
mad:et value of this home from $83,600 to $55,200 because of the structural problems. With a total
indebtedness on the house of approximately $84,000, she could not qualify for the HRH's Home
Rehab Program.
The diet has requested that the HRA assist her in one of the followin6 ways:
Allow her to roll up to $10,0000 of any excess proceeds from thr sale of her home as First Time
Homebuyer assistance into another home, rather than be requirrd to repay it to the HRA; or
Waive the equity requirement of the Home Rehab Prograr: to permit her to be eligible for
housing rehabilitation assistance to make roof ars furnace and other emergency
repairs/replacements when necessary.
I recommend that the HRA Board discuss informary this homeowner's request relative to the
hlhmft Issues:
1. The pros and cons of approving her first request to sell her present home and to use the City's
First Time Homebuyer (FTHB) assistance ($10,000) toward the purchase of a "replacement"
house.
This allows the homeowner to find a structurally sound replacement home.
The HRA would not "lose" its $10,000 but basically tranrsfer the assiamnoe to amore sound and
salable property.
CM
Approval of this request could open up the door to allow other FM clients the same
opportunity to use FM money a second time if not satisfied with their first choice.
The sale of the structurally unsound house without making needed repairs, merely passes the
problem oft to the next buyer.
The homeowner may not be able to find a sound affordable home for sale at a price she can
afford in Plymouth that meets her needs. Would the HRA allow her to use the assistance for
another home outside of Plymouth?
2. Should the Board consider approving the first inquest, I recommend it be conditioned on the
following:
Full disclosure of the degree of structural damage in the home to be soli be made to any
potential buyers. All disclosure documents to be reviewed by the MRA's attorney;
Sale of the home must be made within the next 18 months or no guarantee will be made that
10,000 will be available to assist in the purchase of another home;
When the house is put up for sale, first considerate be given to eligible F E09 with the
approval of up to $10,000 in HRA Housing Rehabilitation f inning be available to make the
required repaint provided the new buyer is eligible unda this program's guidelines;
Ali other rules and regulations pertaining to the City of Plymouth First Time Home -buyer
popun to apply.
3. Should the homeowner elect not to sell her home, I recommend that the homeowner be
considered eligible for up to $10,000 in Housing Rehabilitation Loan funds provided she does
the following: i
Apply for rehabilitation loan hooding from MHFA for making essential structural repairs;
Apply for and utilize of City of Plymouth finding within tbe next 12 months;
Ali other rules and regulations pertaining to the City of Plymouth housing rehab program to
apply.
4. Consider the possibility of allowing homeowners with insufficient equity in their homes, who
would otherwise be qualified, to be eligible for finding of such repairs that are essential to
continue residency in their homes. These repairs would include replacement of frnnaees, water
heaters, roofs and certain essemial structural repairs, where economically viable. Presently there
is a emergency repair "fund" consistitg! of Sl%M in program funding left in reserve until the
end of the CDBG program year. In lieu of a viable equity Interest in the home, these
homeowners could be required to make monthly paymems at a below market interest rate to
repay their loans. Tla tern and interest rate of the loan could be based upon the homeowners
income to make these loans more affordable.
A ,on these issues is not required at the May 21° meeting. Staff would like to hear the
cc views on these items before developing recommendations to be considered at a
subsequem meeting.
erelmemos%s056Vdu ma