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Housing & Redevelopment Authority Packet 11-16-2000
HRA STAFF REPORTS NOVEMBER 169 2000 Contains some double -sided documents. Film both sides. PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY THURSDAY, November 16,2000,7:00 pm WHERE: MEDICINE LAKE ROOM Plymouth City Center 3400 Plymouth Boulevard Plymouth, MN 55447 1. Call to Order — 7:00 p.m. 2. Approval of Minutes 3. a. Plymouth Towne Square Monthly Housing Reports b. 2001 Operating Budget 4. Elmhurst/Elmhurst Gateway Neighborhood Study 5. Tax Increment Housing Assistance Program 6. Village At Bassett Creek Townhome - Purchase Option 7. Other Business 8. Adjournment Please Note: Hammer Residences has invited the HRA to tour their Kentucky & Queensland Residences before the HRA meeting. Hammer will provide a van for the tour at 5:30pm at City Hall. Both of these facilities have received Community Development Block Grant funds from the HRA for renovations to make them accessible for disabled clients. The van will return to City Hall at 7.06pm for the HRA meeting. Please call Ed Goldsmith at 763-509-5412 or Rebecca Stoen at 763-509-5413 to RSVP for the Hammer Residences Tour, or ifyou have any questions. C \—\000921 d- PLYMOUTH HOUSING AND REDEVELOPMENT AUTIIORITY THURSDAY, November 16,2000,7:00 pm WHERE: _ MEDICINE LAKE ROOM Plymouth City Center 3400 Plymouth Boulevard i Plymouth, MN 0447 1. Call to Order — 7:00 p.m. 2. Approval of Minutes a. Plymouth Towne Square Monthly Housing Reports L 2001 Operating Budget 4. Elmhurst/Elmhurst Gateway Neighborhood Study S. Ta: Increment Horsing Assistance Program 6. ViWge At Bassett Creek Townhome - Purchase Option Other Business L Adjournment Please Note: Hammier Residences has invited the HRA to tour A* Kentucky R Queensland Residences before the HRA meeting. Hamster will provide a van for pts tour, at .S.30pat at City Hall • Both;of thesefecilides have received Conmmi= y DOMopm ent Block Grantfun6 from Ike HRA for renovations to make Irem aGaessid/efor disabled clients. The van will i+eturn to City Hall of 7:00p16for Mimi xWedas. Please callEd GWd=ft ai 763-SOILM12 or Rebecca Stoen at 763-5099-S413 to RSVPfor the Hammier Rasidenees Tota, or jyou have awry questions.. P.Or A Plymouth Towne Square Cash Flow Analysts Eight Merdln Ended August 31, 2000 YTD YTO Annual Actual Budget Variance Budget Ravenwa: RmW lncww 5528.788 5529.481 5699) 5794,420 Investment Iraorno 43.549 40.669 2.880 61.593 Total Revenues 572.311 570.124 52aer 5858,013 Expanses: AniMft and RaddaU Services 1,588 2.120 554) 9.855 Hamm sepmg 7,099 9.632 2,599) 153.50 PlardOperations 84Wrdonance SIAM. 57.420 5.791) BUSY Udides 30.903 41,781 IOATS) 62,731 Rawly 6 Rdatd 28,600 29.194 594) 43,779 Commit S,AdmbdsW gso 73.326 813.07 8.5757 t2o.w Told Operating Espenses 193.117 222,008 28,931) 332.1f68 hreamsbelare0deedtDepreWtlon 379,194 348.078 97,118 523.N4 and AeanUzallon DWwia*m and Ananleation Expense 743.992 144.176 7841 216.265 Income! (Lea) Before lotrest 235,802 203.900 31.902 307.179 Irrhredt Emmus 199.230 193.232 2) 288.416 Nat Income (L as) hatwe Game 572510.888 t 907 818 7 9 Unrealized gain (las) Investment so so 50 so Not- PR (Las) 2 572 008 537.904 8,763 A4-bi-ts to CMA Flow: Depreciation 141,415 142,200 5785) 5273,300 ArnonizeW 1,977 1.976 1 2,965 Deer. (Inv.) In Recelvahtas 1.345 0 1,345 0 Dee. (Irrv.) In Prepeidd 2.265 0 2,265 0 Dca.) Inv. In AN 8 Accrued Expenses 14,916 0 14,916 0 Accrued Real Esau Taxes 21,318 27,656 348) 32,490 Accrued Intrad[ 199.230 193.232 2) 188.417 Real Esse Tax Payment 22.973) 22,3(15) 668) 5 (32.927) 0) 29.000) 5.930 23,000) Uned Carib( 77.0 EMM Cas l DapaBdd wMr City 153.00) 0 15,0001 0 Deposits to OW Service Fund-Principal 66.833) 60.832) 1) 101.500) Deposit to DIM Service Fund4Mmeal 193.230) 193.292) 2 288.417) Inweau No t4dwa7lnrgoms 42A19) 99.536) 3.083) 59.897) Invasunwt4okm0nprwamenb 193.001 193.001 0 129.7007 Subt" 573.59) 55.691) 54,572 St,73t Invaaa (Oaenaw) In Cash 547.513 55.037 538 478 520,494 cash Salience. aegtradng of Yew MAN 554AN Call Odom. August 51, 2000 409 5933 A PLYMOUTI TONNE SQUARE BALANCE SHEET Aug 71 00 UNAUDITED ASSETS CURRENT BALANCE NET MONTH 612/71/99 CHAN6B CURRENT ASSETS: 1:067.65 1,067.65 0.0. PLM CAS 58,075.76 17.047:71 44.907.47 CHECKING OPERATIONS 77,704.78 6..781.22 1,476.44) SAVINGS - SECURITY DEPOSITS 96,608.19 56.896.20 61.511.99 TOTAL CASH 90.00) 89.00 179.00) ACCOUNTS RECEIVABLE -TENANTS 70.65 1.196.62 1.165.97) ACCOUNTS RECEIVABLE -OTHER 59.75) 1,265.62 1,_66.97) TOT:.L RECEIVABLE 10,869.72 0... 10.869.72 INTEREST RECEIVABLE 10.869.72 0.00 10,669.72 DEBT SEMVICE INTSRSST ...—LE 0.00 685.02 1,675.72) PREPAID INSURANCE - GENERAL S51.69 1.a11.05 579.76) PREPAID EXPENSE • OTHER 551.69 2.816.07 2.265.18) TOTAL PREPAIDS 107.769.85 58,998.69 68.771.16 TOTAL CURRENT ASSETS PROPERTY, PLANT, AND EOUIPMSM': 159.267.00 659.267.00 0.00 L,ND 5.670,998.27 5.670.577.27 680. , BUILDINGS 6 IMPROVEMENTS 57,668.50 52.667.00 5,525.07 LAND IMPROVEMENTS 371,565.65 159,960.58 31,585.07 PURN 6 EQUIP - GENERAL 7,658.61 7,758.61 0.00 EQUIPMENT . COMPUTER 1,015.15 1,015.15 0.00 IRURN 6 EQUIP HOUSEKEEPING 1,205,972.66) 1.066,557.671 1161,615.071 LESS ACCUMULATED DEPRECIATION 5,122..160.28 5.266.686.76 124,766.46) TOTAL PROPERTY. PLANT. 6 EOUIPIUM OTHER ASSETS: 20,000.00 20,000.00 0.00 INVRSTNE TS -CONSTRUCTION POND 620,076.07 605,076.01 15,000.00 IMVES77USNTS•NORKIMG CAPITAL SB7.B70:15 675,779.26 166,890.09 INVESTMENTS -DEBT SERVICE FUND 150,590.61 170,790.65 19,700.00 INVESTMENTS -CAPITAL IMP. 2.970.]5. 2,970.15 0.00• UNARTIXED START-UP COSTSMO S.166.56 155.166.5! 0.00 UNA14ORTIZED ORGANIZATION COSTS 85,965..17) B 87.968... 976. LESS ACCUMULATED AMORTIZATIONUM 0 CURRwr aRLANCE MET mom 912/11/99 CHAN= continued) TOTAI. 0THER ASSBTB 1.745.608.17 1. 065. B94.04 179.716.11 TOTAL ASSICTS 6.675.B10.10 6.171.177.67 106.160.61 CURRENT BALANCE NET MONTH x12/31/99 CHANGE Conllnued) LIABILITIES AND FUND RALANCK CURRENT LIABILITIES: 75,776.75 36.736.27 6.662.68 ACCOUNTS PAYABLE 3.258.01 0.00 7.216. ACCRUED SALARIES AND 11AGB6 17,560.70 10.225.10 7,]12. 660 0 ACCRUED EXPENSES CURRENT MATURITIES • LONG TERM 100,250.00 100,250.00 0.00 SECURITY/NAIT LIST DEPOSITS 77,696.79 33,593.27 96.55) TOTAL A/P i ACCRUED EXPENSES 193.321.69 176.605.66 16,916.25 ACCRUED INTEREST 120,766.76 77,661.26 65,307.50 ACCRUED REAL BSTATB TAKES 21,317.63 22,972.60 1,656.97) OTIIBR CURRENT LIABILITIES 162.086.39 95.633.66 66.6S7.S3 TOTAL CURB= LIABILITIES 735,605.28 277,839.50 GA.S65.75 LONG TERM DEBT: 6,986,750.00 6.986,750.00 0.00 BONDS PAYABLE TOTAL LONG TERM DEBT 6.986,750.00 6.906,7SO.04 0.00 FUND BALANCE: 1,000,000.00 1,000,000.00 0.00CONTRIBUTEDCAPITAL 112,787.97 112,787.97 0.00 PARTNERS- DEFICIT 62,572.05 0.00 62,572.05 NET INCOME (LOSS) TOTAL FUND BALANCE 1,155,360.02 1.112.787.97 62,572.05 TOTAL LIABILITIES i FUND BAL1lX:B........• 47 0 CURRENT NORTH BUDGET VARIANCE REVENUE. APARTHIM REN 43,993.00 43,993.00 0.00 NRA 1NDIVIDUA 20,899.00 20,899.00 0.00 VACANCY•CARST 1,307.00• 1,307.00- 0.00 VACANCY FACTO 199.00 370.00- S69.00 VACANCY FACTO 199.00- 176.00- 23.00 VACANCY - CAR 60.00• 60.00- 0.00 GARAGE RENTAL. 2,040.00 2,070.00 30.00 BERM SHOP R 125.00 125.00 0.00 OUNST ROOM RE 945.00 175.00 770.00 LAUNDRY 646.50 833.00 186.50 MISCRI.L MSOUS 0.00 0.00 0.00 INVESTMENT IN 5,717.89 5,407.00 310.89 TOTAL REVENUES 72,999.39 M SS9.00 1.410.39 EXPENSES: 2,960.00- 779.00 26.32 RESIDENT SERVICES. 13.07 1,019.00- 1.408.00- MISCELLANEOUS 0.00 20.00 20.00 RESIDENT PROD 218.46 120.00 98.46 SUPPLIES - OR 96.27 110.00 13.73 TOTAL RESIDENT 314.73 250.00 64.73 HOUSEKEEPING. 1,000.00 0.00 0.00 SALARIES 749.92 83.00 666.92 BENEFITS 224.96 21.00 203.98 PORCH. SVCS -H 0.00 0.00 0.00 REPAIRS AND M 0.00 0.00 0.00 SUPPLIES - OE 8.35 200.00 191.65 TOTAL HOUSEK66P 983.25 304.00 679.25 0 PLYMOUTH TOWNS 6pD111B STATEIEIT OF EARNINGS B MOIRNS ENDED Aug 31 00 UNAUDITED VAR. % YTD YTD VAR.% JANUARY 2000 - OP BUD. ACTUAL WOOET VARIANCE OP BUD. D6CEI38R 2000 BUDOgT--- 0.00 351,944.00 351,944.00 0.00 0.00 527,912.00 0.00 167,192.00 167,192.00 0.00 0.00 250,792.00 0.00 10.456.00- 10,456.00- 0.00 0.00 1S.6B4.00- 153.78 2,101.00- 2,960.00- 779.00 26.32 4.440.00- 13.07 1,019.00- 1.408.00- 369.00 27.63 2.110.00- 0.0r 480.00- 480.00- 0.00 0.00 120.00- 1.4:5 16.360.00 16,560.00 200.00- 1.21 24,840.00 0.00 1,000.00 1,000.00 0.00 0.00 1,500.00 440.00 1,190.00 1,225.00 35.00- 2.86 2,030.00 22.39 S.188.S0 6.664.00 1,47S.SO- 22.14 10,000.00 0.00 30.00 180.00 150.00- 63.33 300.00 5.75 43.542.91 40,663.00 2,879.91 7.05 61,593.00 1.97 572,.311.41 570,124.00 2,187.41 0.36 856,013.00 100.00 97.53 165.00 67.47- 40.89 255.00 82.05 956.25 1,125.00 168.75- 15.00 2,000.00 12.48 Slli93 830.00 I 318.07- 38.32 1,600.00 25.89 1,565.71 2,120.00 SS4.29- 26.15 3.055.00 803.52 1.450.63 664.00 786.63 118.47 11000.00 971.33 374.47 168.00 206.47 122.98 250.00 0.00 4,212.11 6,.800.00 2,597.69- 36.06 11,600.00 0.00 30.22 200.00 169.78- 84.8% 300.00 95.83 1,026.03 1,800.00 773..97- 43.00 2,700.00 223.44 7,093.46 9.632.00 2,538:54- 26.36 15,850.00 CURRENT VAR. % TTD YTO MONTH BUDGET VARIANCE OF BUD. ACTUAL BUDGET continued) PLANT OPERATIONS AND MAINTENANCE: 11,859.93 11,696.00SALARIES1,50S.72 1.564.00 58.28- BEREPITS 451.72 391.00 60.72 AIT. REUIBILI 90.37 0.00 90.37 CARETAKER AL1. 100.00 50.00 50.00 PURCH. SVCS -B 1,509.63 2,787.00 1,277.37 - REPAIRS i MAT 375.25 950.00 S74.75 - SUPPLIES - OR 40.23 350.00 309.77 - TRASH REMOVAL 335.11 590.00 254.89- MISCRLLANEOUS 28.76 100.00 71.24- TOTAL PLANT OPE 4,436.79 6,782.00 2,345.21. UTILITIES: 5,030.00 1,378.33- 27.40 UTILITIES -RLP. 1,773.65 2,650.00 876.3S- UTILITES-0119/ 65/.75 730.00 71.25 - UTILITIES -MAT 60.00 1,070.00 1,010.00- TOTAL UTILITRS 2,492.40 4,450.00 1.957.60- PROPERTY AND RELATED: 20.90 24,240.00 9.76 AMORTIZATION 247.10 247.00 0.10 DEPRECIATION 17,720.59 17,775.00 54.41- DEPRECIATION 17,967.69 18,022.00 54.31 - INTEREST EKPE 24,153.75 24,154.00 0.25- TOTAL INTERES 24,153.75 24,154.00 0.2S - INSURANCE -PRO 910.00 941.00 31.00 - REAL ESTATE T 2,762.56 2,749.00 13.56 BOND FEES 0.00 0.00 0.00 PROPERTY i RE 3.672.56 3,690.00 17.44 - VAR.% JANUARY 2000 - VARIANCE OP BUD. DEMMER 2000 BUDGET... 3.73 11,859.93 11,696.00 163.93 1.40 18,000.00 15.53 2,291.97 2,924.00 632.01- 21.62 4,500.00 0.00 290.00 804.00 514.00- 63.93 1.338.00 100.00 375.00 400.00 25.00- 6.25 600.00 4S.63 18,152.20 24.586.00 6,433.80- 26.17 35,729.00 60.50 7,573.01 7,900.00 326.99- 4.14 12,000.00 88.51 7,114.09 3,.330.00 3,784.09 113.64 4,950.00 43.20 3,651.67 5,030.00 1,378.33- 27.40 7,700.00 71.24 321.31 750.00 428.69- 57.16 1.150.00 34.58 51,629.IB T---. 57,420.00 5,790.82- 10.09 BS,967.00 33.07 12,988.6! 16,420.00 3,431.35 20.90 24,240.00 9.76 14,373 13 17,718.00 3,344.57- 19.88 27,048.00 94.39 3.S-.0.67 7,643..00 4,102.33- 53.67 11,443.00 43.99 30,902.71 41,781.00 10,879.29- 26.04 62.731.00 0.04 1,976.76 1,976.00 0.76 0.04 2,96S.00 0.31 141,415.03 142,200.00 784.97- 0.55 213,300.04 0.30 143,391.79 144,176.00 784.21- 0.54 216,265.00 0.00 193,230.00 193.232.00 2.00- 0.00 288,415.00 0.00 193,230.00 193,232.00 2.00- 0.00 288,416.00 3.29 7,282.82 7.578.00 245.18- 3.26 11,289.00 0.49 21,317.63 21,666.00 340.37- 1.61 32,49040 0.00 0.00 0.00 0.00 0.00 0.00 0.47 28,600.45 29,194.00 593.55- 2.03 43,779.00 CURRENT mom COulinued) GENKRAI. AND ADMINISTRATIVE: SALARIES -MDR 2.104.28 SALARIES-ADMI 1.553.10 BENEFITS1.157.21 ACTUAL NORKHR.S COMP 0.00 ADVEITTISING-P 0.00 AUDIT 6 ACCOU 0.00 AUTO AND TRAV 22.10 COPIER LEASE 94.1S BANK SERVICE 0.00 COURIER SERVI 0.00 DUES 6 SUBSCR 0.00 TAXPREPARATI 0.00 INTEREST -SSC. 51.61 NORKER•S COMP 0.00 LEGAL 0.00 LICENSES AND 0.00 MANAGEMENT PE 4.225.00 INSURANCE GEN 0.00 MEETINGS 4 Be 626.09 POSTAGE 10.59 PRINTED C. 6.05 PURCH SERVICE 122.61 LEAD DANK - O 0.00 RKPAI RS 6 MAI I. S..AL EVENT 36.91 SUPPLIES 124.49 TELEPHONE 552.55 MISCELLANEOUS 21.04 TOTAL GEIERAI. 6 10,940.38 TOTAL OPERATING 64.961.SS EARNINGS MOSS) 8,037.04 unreal gain (lo 0.00 0.00 0.00 0.00 0.00 0.00 EARNINGS (LOSS) 8.037.84 1.070.63- 9.108.47 850.76 42.S72.OS 10.668.48 VAR.+ JANUARY 2000 - VARIANCE OF our.. DECEMBER 2000 BUDGET--- 447.91• 2.54 26.90S.00 335.57- 2.70 18.446.00 1,806.89- 24.02 11,338..00 0.00 0.00 0.00 347.30- 57.88 600.00 2,650.00• 63.10 4,200.00 104.29• 26.07 600.00 36.80- 4.76 1.170.00 15.50 0.00 0.00 144.99• 72.50 300.00 40.72• 3.13 1.300.00 0.00 0.00 0.00 2.59 0.79 1,000.00 0.00 0.00 0.00 420.00- 100.00 SOO.00 45.00• 100.00 640.00 499.36 1.86 40,200.00 0.00 0.00 0.00 541.91- 45.92 1.280.00 303.78- 54.25 900.00 261.25- 65.31 600.00 147.91- 15.60 1,440.00 o.00 a.00 o.00 500.00. 100.00 500.00 15.09• 15.09 450.00 304.{2- 32.91 1,400.00 494.16• 12.87 5,760.00 143.92- 31.96 650.00 8,574.46- 10.47 120,387.00 29,716.16• S.31 837,250.00 31,903.57 299.OS 18,763.00 0.00 0.00 0.00 31,903.57 299.05 18.761.00 VAR. 4 TTD YTD BUDGET VARIANCE OF, BUD. ACTUAL BUDGET 2.SSS.50 251.22- 9.83 17,221.09 17,669.00 1.715.00 161.90- 9.44 12,072.43 12.408.00 11068.13 89.08 8.34 5,774.63 7.521.52 0.00 0.00 0.00 0.00 0.00 50.00 50.00• 100.00 252.70 600.GO 4,200.00 4,200.00• 100.00 1.550.00 4,200.00 50.00 27.90- SS.BO 295.71 400.00 100.00 S.55• S.8S 731.20 770.00 0.00 0.00 0.00 15.50 0.00 25.00 2S.U0• 100.00 SS.01 200.00 0.00 0.00 0.00 1.259.28 1,300.00 0.00 0.00 0.00 0.00 0.00 84.00 0.79- 0.46 666.59 666.00 c.00 0 D o.o0 0.00 0.00 0.00 0.00 0.00 0.00 420.00 45.00 45.00- 100.00 0.00 45.00 3,350.00875.00 26.12 27,299.36 26,800.00 0.00 0.00 0.00 0.00 O.o0 640.00 13.91• 2.17 638.09 1,180.00 70.00 59.11• 84.44 256.22 560.00 50.00 43.95• 87.90 136.75 400.00 125.00 2.39• 1.91 800.09 948.00 0.00 0.00 0.00 0.00 o.ao 200.00 200.00• 100.00 0.00 500.00 50.00 13.09• 26.18 84.93 100.00 100.00 24.49 24.49 620.58 925.00 480.00 72.85 15.18 3,345.84 3,840.00 50.00 28.96- 57.92 306.08 450.00 15.007.63 4.067.25- 27.10 73.326.06 61,900.52 72,659.63 7.698.08- 10.59 529,739.36 559.45S.52 1,070.63- 9,108.47 850.76 42.S72.0S 10,668.48 unreal gain (lo 0.00 0.00 0.00 0.00 0.00 0.00 EARNINGS (LOSS) 8.037.84 1.070.63- 9.108.47 850.76 42.S72.OS 10.668.48 VAR.+ JANUARY 2000 - VARIANCE OF our.. DECEMBER 2000 BUDGET--- 447.91• 2.54 26.90S.00 335.57- 2.70 18.446.00 1,806.89- 24.02 11,338..00 0.00 0.00 0.00 347.30- 57.88 600.00 2,650.00• 63.10 4,200.00 104.29• 26.07 600.00 36.80- 4.76 1.170.00 15.50 0.00 0.00 144.99• 72.50 300.00 40.72• 3.13 1.300.00 0.00 0.00 0.00 2.59 0.79 1,000.00 0.00 0.00 0.00 420.00- 100.00 SOO.00 45.00• 100.00 640.00 499.36 1.86 40,200.00 0.00 0.00 0.00 541.91- 45.92 1.280.00 303.78- 54.25 900.00 261.25- 65.31 600.00 147.91- 15.60 1,440.00 o.00 a.00 o.00 500.00. 100.00 500.00 15.09• 15.09 450.00 304.{2- 32.91 1,400.00 494.16• 12.87 5,760.00 143.92- 31.96 650.00 8,574.46- 10.47 120,387.00 29,716.16• S.31 837,250.00 31,903.57 299.OS 18,763.00 0.00 0.00 0.00 31,903.57 299.05 18.761.00 RESIDENT COUNCIL - August N. 2000 Members present - Ben Kelley, Gail Norman, Jim Grange, Mary Kay Gormley, Jenny Huffman, Jane Moore, Melody Burnham and Kathy Boesen. Gucsts - Tom Davis, Joan Knutson Ben called the meeting to order. Roll call was taken. Minutes from the last meeting were read and approved. MANAGEMENT REPORT Dundee Nursery has been billing us for resident flower. This is not working out and we will be going back to how it was before. Pay when they are picked up. Dundee will have a small plant in a basket ft the residents who are allergic to flowers. National Night Out was a great hit. We had about 81 people who participated. A TCF Bank representative was here on the first Wednesday of the month to do banking for those residents who bank et TCF. Our new residents have moved in. There now is a new Atlas in the library. We are still working on having the roof repaired. COMMITTEE Entertainment - Ruth Clark has entertainment booked up until May. In order to provide more entertainment, the resident council voted to give her another 5250 to book more entertainment. In order to get residents to attend the.Resident Meetings, Ruth Clark suggested that she send a birthday card to the people who have birthdays that month and invite them to come to the meeting. It was approved by the council. A portable dishwasher for the PTS kitchen area was approved by the council. A letter will go out to all residents to vote on the purchase of a portable Maytag dishwasher for the Party Room. A new policy for the Hearts and Memorial money and the Greeting Card Policy were written. NEW BUSINESS Elaine Leonard sent a letter to relinquish her position on the council and her treasure position. Another alternate will be called. The wheelchair in the fireplace room seems to be gone when residents are in need of it. Residents must return it. when they are finished with it. A water filter for the first floor hard water faucet was discussed. Management did not feel it was necessary. A suggestion for an In House Inspection Person was discussed. Melody already walks thru the building to inspect it in on a regular basis. Issue was dropped. There were no suggestions in the suggestion box. Ben suggested we change the name to "something sexy" rather than Suggestion Box, so the resid^nts will use it! The results from the Satisfaction Surveys were returned. 87% of the residents from PTS returned thein;. The Beauty Shop was the only issue that Melody will have to deal with. The Treasures Report was re -ad. OTHER ISSUES The pancake ticket price will eventually glback to S2 :ft. j• A plaque for the benches that the Mossi'@anit, donateMo=emory of Julie will be looked into. A note will go in the Towne Crier to remind all eesid ." drat the Horse Shoe Pits, Bocce Ball and the Pool Table are there for the residents to enjoy. Toll E. --CR*.0lEk October 2000 GET TOGETHER October 11'" at 5:30 Chow Mein Dinner Tickets - $5.00 On sale October 4'h, 5"' and 6th Y ELEANOR NAPOLITAN 6 Apt. 207 KEITH BENSON 7 Apt. 314 VIOLA SOUCY 7 Apt. 223 BARBARA BUCHHOLZ 8 Apt. 124 JOYCE MC CAUGHEY 9 Apt. 221 BERNARD EYLER 12 Apt. 303 LEONA PETERSON 16 Apt. 125 ELAINE LEONARD 17 Apt. 309 MARY WILSON 18 Apt. 321 CAROL LOGAN 21 Apt. 228 SHIRLEY SKAY 23 Apt. 112 DORRIS WHYTE 26 Apt. 327 BILL LEACH 29 Apt. 105 SALLY RUPPERT 29 Apt. 329 ON LU October 25th 12:00 Tickets - $5.00 Menu -Beef Stroganoff -on Rice Coleslaw Peach Cobbler and Coffee Your meal -dessert -coffee -tax and tip included. What a deal!) RENEW 2000 BIBLE STUDY is scheduled to start October 4 hat 9:30 a.m. This will last for 7 weeks. Karen Hayes will bring the materials and communion. BABY QUILTS If you are in need of a beautiful little baby quilt, contact Thelma Paine. Resident Council voted to change the price of the Get -Together Pot Luck tickets to $5.00. The new guide lines for the Hearts and Memorial flower, as per Resident Council are as follows. A resident has to be in the hospital or care center for more than 3 days before flowers will be given. Influenza Update August 2000 Due to production and manufacturing problems, the Centers for Disease Control and Prevention CDC) anticipates substantial delays in shipments of influenza vaccine for the 2000-2001 season, as well as possible influenza vaccine shortages. It is important to emphasize that while there is an anticipated substantial delay in influenza vaccine delivery, it is not known at this time how much shortage (if any) there will be in the influenza vaccine for the 2000-2001 season. Here are some questions that you may be asking: What is the cause of the potential delay and potential shortage of influenza vaccine? First, some influenza vaccine manufacturers have reported that one of the three influenza virus components used to make this year's vaccine has not grown as well as the corresponding strain used last year. Secondly, the Food and Drug Administration (FDA) has taken regulatory fiction against two of the manufacturers licensed to distribute influenza vaccine in the US. Both manufacturers have indicated that they intend to make corrections to address the problems, but implementation of corrective actions will take time for completion. When will we know how much of a delay or shortage frill occur? This information should become clearer over the next 2 months. As new information becomes available, North Home Health & Hospice will share with you and your apartment site manager. What does the CDC recommend at this time in response to the expected delay in the availability of influenza vaccine. and a possible vaccine shortage? 1. Health care providers and organizations should delay any planned mass influenza vaccine campaigns until early to mid-November. We will be delaying the flu clinics that we do until November. 2. Routine influenza vaccination activities for those patients who are at high risk (patients with auto -immune diseases, cancer, COPD...) should proceed normally with available vaccine. We will give further information, as details become clearer. There have been several reports on TV regarding the possible vaccine shortage and patientsfresidents may be inquiring about availability. As soon as more information becomes available, we will pass onto you. At this point, we are planning to hold the clinics in early to mid-November. If you have any questions, please call Kim Anderson, Community Services Coordinator at (763) 520.4280. Thank you for your cooperation! j PI vo..4m)TH SENIOR SEMMES C$3.50/60 ST: OCTOBER 2000 Clc2:45pm Served S over7> LUNCH EXPRESS MENUSam - nder 60 PLYMOUTH CREEK CENTER To register: In order to have an idea of how many people will be coming we are asking people to call in to be assured of getting a meal. After a few weeks that will not be necessary. Please leave a message at 763-509-5275 the Friday by noon before you plan to attend for the Tuesday lunch and Tuesday before noon for the Thursday lunch. One can only register for 1 week at a time. Extra meals will be available on a first come first serve basis. TUESDAY 1013100 Old fashioned chicken noodle soup Build your own chef salad Choice of dressing Applesauce 10110/00 Tuna salad on wheat roll Tossed green salad with tomatoes. Cucumber and croutons Choice of dressing Fruit cocktail Cookie 10117/00 Sliced ham on a wheat roll Chunky cream of broccoli and Swiss cheese soup Potato chips Blueberry pie 10/24100 Chicken rice salad with raisins With choice of dressing Cream of tomato soup Sliced pears in lite syrup Cookie 10/31/00 Roast beef on white roll Tossed green salad with tomatoes, Cucumber and croutons with Choice of dressing Applesauce Pumpkin bars THURSDAY 10/5100 Minestrone soup Sliced turkey on a white roll. Sliced: peaches in lite syrup Chocolate pudding 10/12/00 Old fashioned ham, bean, and potato soup Vegetable salad With choice of dressing Apple crisp 10119/00 Egg salad on multigrain roll Marinated tomato/cucumber salad Sliced melons Carrot cake 10/26100 Sliced turkey on a wheat roll Garden vegetable soup Banana Vanilla pudding Included in all menus: 8 oz. cartons of 1 % and skim milk Saltine crackers Plymouth Creek Center: 14800 34'h Avenue North, Plymouth, MN 55447 ova ors+.,: Ge zevew cgau.. Two million outwardly healthy Americans are living with lupus. a chronic and incurable " disease of the immune system that can attack the body from the inside while showing few or no symptoms on the outside. Living with a chronic illness is difficult enough when you have the compassion and support of those around you. But when the illness is as misunderstood and difficult to recognize as lupus, the burden is even greater. More people have been diagnosed with lupus. than with multiple sclerosis, cystic fibrosis, j cerebral palsy, sickle cell anemia and leukemia combined. It can be mild or life-threatening, even deadly. Yet most people are barely aware that lupus exists. It is often misdiagnosed. Every day lupus patients face an uphill battle not only against the disease, but also against public ignorance about the disease. Sometimes it feels like being forced to climb a mountain every day." says one lupus patient. . A mountain no one else can see:' The Lupus Foundation of Minnesota asks you to help us bring lupus into the light of public awareness. Only then will patients receive the support and understanding they need in their lifelong struggle to live well with lupus. Lupus turns the body's defenses against itself. Lupus (S;sinnir Gtpus EyAnnatosus) is a chronic autoimmune disease that causes inflammation of various parts of the body, especially the skin, joints, blood and kidneys. The immune system—designed to defend the body against viruses, bacteria and other foreign materials—produces antibodies that attack the persons own tissues. Symptoms may be mild or life-threatening. Lupus can attack any organ and any part of the central nervous system, including the brain. Lupus is not infectious or cancerous, but its exact cause' remains unknown. Currently there is no known cure. With careful monitoring and mediation, most patients can control their illness and live a normal lifespan. But some—especially those who go misdiagno-&- uill experience serioui complications•and cvendr:: Lupus can affect anyone, anywhere. Lupus is e%trywhere, affecting i out of every i8y Americans. :- Although it can occur at any 'age and in either sex, more women are affected than men. The disease is most often diagnosed between the ages of is and 45. African Americans, Latinos, Asians and ratite Americans are at particular risk. • iecos sst d,.q e µYcsO . Because symptoms may be few or many, mild or serious, lupus is often difficult to diagnose. The most common symptoms include: Extreme fatigue Joint and muscle pain and swelling persistent low-grade fever (less than tw• Fahrenheit) Butterfly" rash across the bridge of the now and checks Weight toss Hair loss Photosensitivity (sun or light sensitivity) , Chest pain when breathing deeply Headache Mouth or nose ulcers There are 12 cups and 1 large platter missing from the PTS kitchen. These match the kitchen dishes. If you perhaps have one of these items in your kitchen, please return them to the PTS kitchen. A Many people will walk in and out of your -life, But only true friends will leave footprints in your heart. I found a penny today Just laying on the ground, But it's not just a penny This little coin I've found. Found pennies come from heaven that's what my Grandpa Told me, He said Angels toss them down Oh, how I loved that story. He said when an Angel misses you They toss a penny down, Sometimes just to cheer you up To make a smile out of your frown So don't pass by that penny when you're feeling blue, It may be a penny from heaven That an Angel's tossed to you. Pass this on to the people who you care about And whom you feel are angels to you. An angel is now watching over you. PTS 6TH ANNIVERSARY PARTY October I8, 2000 6: 3 ® p.. Dessert and Coffee Guest Speakers m Music by Ruta Johnson YOU are invited to a HALLOWEEN PARTY October 3 I st 1 • ®® P.M. WEAR A COS7CUM EM! Games o Prizes s Treats Daylight Savings Time Begins Sunday Morning, October 29t". Set your clocks back one hour. L: October 2000AMonthlyPlanner II 3 4 5 6 7 9:30 AM Church 7:00 PM DINGO 9:00 AM Dial-A.ltide 9:30 AM Bible Study 10:00 AM Coffee 1.00 PM Games 1:00 PM Sat. Dingo (DR) crvicc famerry shoot 9:30 AM Men's Club 1:00 PM TCF 7 -OD PM DINGO 7:00 PM Tripoley 7:00 PM Cards 1:30 PM Denmark (DR) BANKING FOOTCARE NURSE 1:30 PM 3/13 Cards DR 8 9 10 1 12 13 14 9:30 AM Church 7:00 PM DINGO 9:00 AM Pool.A-Ride 9:30 AM Bible Study 10:00 AM Coffee 1:00 PM Games 1:00 PM Sat. Binge (DR) Scrvlca fe"c"y shnnt 9:30 AM Men's Club 1:30 PM 3/13 Cards OR 1:30 PM RESIDENT 1:00 PM Schwares 7:001'M Cards 1:30 PM Denmark (DR) 5:30 Phi GET COUNCIL 7:00 PM Tripoleyy TOGETHER 7:00 PM DINGO 15 16 17 18 19 20 21 9:30 AM Church 7:00 PM DINGO 9:00 AM Dial -A -Ride 9:30 AM Bible Study 10:00 AM Coffee 1:00 PM Games 1:00 Phi Sat. Diego (DR) Scrvice eelemre Shipp! 9:30 AM Men's Club 1:30 PM 3/13 Cards DR 7:00 PM DINGO 1:00 PM Ilearing Aids 7-00 PM Cants 1:30 PDenmark (DR) 6:30 PM Anniver- BTatinMg sary Party 7:00 PM Tripoley 22 23 24 25 26 27 28 990 9:30 AM Church 7:00 PM DINGO 9:1M Ahl 0121.A-111de 9:30 AM Bible Study 1:00 PM RESIDENT 1:00 PM Games 6:30 Ahl Pancake Breakfast Service IMMC ry SI'npt 12.00 PM NOON MEETING 1.-00 PM.Sehwan's 1:00 PM Sat. Bingo (DR) 9:30 AM Men's Club LUNCH 7:00 PM BINGO 7:00 PM Tripolcy, 7:00 PM Cords 1:30 PM Derma•: (DR) 1:30 PM 3/13 Cards DR NO AM COFFtEC 7:00 PM Blood Pressure 29 30 131 9:30 AM ClltlrcllitScrvicc 7:00 PM BINGO 1M.•'r sgrcpa., r+o Ya1hL, a - S M 1' .N Y F ti S M Ttpmnjy01-01 9:31-o.AMI,:sLIub 1e1 14 11, 16 I7 rUAlLIGII'1'SAVINGS . 1•. s• 1 t,. Imr Iut1:01) 1 r. s TIME ENDS s :° ':7 22 " b ` ns . AEN111tP.711,`. 1:30 PAA 0c.:mark (DR) Prin!ed In Caky" grantor Mus on 09R8rt00p PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY i THURSDAY, November 16, 2000 ousing Manager Status Melody Burnham has taken a 30 -day personal leave and is expected to return to work the first week of December. Sarah McDonagh has been contracted by Walker Management as interim Housing Manager until Melody returns to work. Sarah is familiar with the operations of the property as she was the first manager of Plymouth Towne Square. Walker Management Staff Changg Donna Flaata, Regional Director of Housing and Community Services resigned from her position at Walker Management this month. She was the primary contact person for the Plymouth Towne Square Management Contract. Until the position is filled, Jane Morgan, Chief Operating Officer for Walker Management will assume the responsibility. ntemal Waiting List for Very Low Subsi Based on the information available, there are ten residents who currently reside in the building on a low subsidy but qualify for very low subsidy. To provide subsidies for these individuals, an additional $110 per person would need to be allocated per month totaling $1,100 per month or 13,200 annual. Oa unancX Currently there are 97 of the 99 units leased. The two vacant apartments are reserved and will be occupied within the. next 30 days. The total number of move -outs to date was unavailable at this time. p PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY THURSDAY, November 16, 2000 Housing Manager Status Melody Burnham has taken a 30 -day personal leave and is expected to return to work the first week of December. Sarah McDonagh has been contracted by Walker Management as interim Housing Manager until Melody returns to work. Sarah is familiar with the operations of the property as she was the first manager of Plymouth Towne Square. Walker Management Staff Chan Donna Flaata, Regional Director of Housing and Community Services resigned from her position at Walker Management this month. She was the primary contact person for the Plymouth Towne Square Management Contract. Until the position is filled, lane Morgan, Chief Operating Officer for Walker Management will assume the responsibility. memal Waiting List for Very Low Subsi Based on the information available, there are ten residents who currently reside in the building on a low subsidy but qualify for very low subsidy. To provide subsidies for these individuals, an additional $110 per person would need to be allocated per month totaling $1.100 per month or 13,200 annual. Occupancy Currently there are 97 of the 99 units leased. The two vacant apartments are reserved and will be occupied within the next 30 days. The total number of move -outs to date was unavailable at this time. M 3 b. MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 0447 DATE: November 8, 2000 for Housing and Redevelopment Authority Meeting of November 16, 2000 TO: Anne Hut`Itiart, Executive Director FROM: Edward Goldsmith, HRA Supervisor SUBJECT: 2001 Operating Budget for Plymouth Towne Square 1 have rei 'rwed the budget for Plymouth Towne Square originally submitted by Walker Management, Inc. for the operation of the property for January 1, 2001 through December 31, 2001, including a current estimate of actual expenditures for 2000. After discussions with Sarah McDonough of Walker Management, the attached operating budget is ready for review and approval by the HRA Board in accordance with Section 7.03 of the Property Management Agreement for Plymouth Towne Square. Proposed Capital Expenditures for 2001 include additional security lighting at the back of the building for $2,000, painting of the hallways in the building for $8,250, re -carpeting of the guest suite for 1,000, replacement of the silk Rower arrangements throughout the building for $1,750, replacement of blinds in apartments for $1,000. and installation of a fountain in front of the building for $2,000. The fountain installation was initiated at the request of building residents. The Board may wish to discuss this item before including it in the approved budget. Budgeted Gross Revenues for 2001 are projected 1.0% higher than budgeted for 2000 due to increased investment earnings. No apartment rent increases are anticipated for 2001. Housekeeping and Plant Operations/Maintenance have been increased by 15% and 8% respectively due to increased costs related to the aging of the building. Utilities have been increased by 25% to reflect higher anticipated gas, electric, and water rates. There is a 33% reduction in Payment In Lieu of Taxes for 2001 because of the street lighting assessment that was levied in 2000 and will be paid in full. General and Administration costs have increased 80/6 due to implementation of an incentive pay system for the manager comparable to one received by other Walker managers. The incentive pay is tied to budget performance. Total budgeted operating expenses for 2001 are budgeted 5% higher than 2000. Cash surpluses of $27,529 and $10,098 are projected for 2000 and 2001, respectively, operating surpluses of $30,766 and $17,055 are projected for 2000 and 2001 as a result of non-cash charges to the budget. I recommend that the HRA Board review and discuss the attached 2001 Operating Budget for Plymouth Towne Square before approving a Mal 2001 Operating Budget in accordance with Section 7.03 of the Property Management Agreement with Walker Development and Management, Inc Attachments: 1. Proposed 2001 Plymouth Towne Square Operating Budget 2. Budget Assumptions for Proposed Budget 1IA)SM ESTIMATED PROPOSED VARIANCE VARIANCE PLYMOUTH TOWNE SQUARE ACTUAL BUDGET BUDGET BUDGET 01 BUDGET 01 BUOGETOI OPERATING BUDGET FYE 12FJIJDI FVE IN31410 FVE 1219140 FINE IMIMI VS. EST. ACTUAL VARIANCE VS. BUDGET 00 VS. SUOOET 00 REVENUES: RESIDENT RENTS 5627.812 5527.912 027912 s0 0.00% s0 0.00% VACANCY FACTOR -RESIDENTRENI (52.918) 14.40) 14.4% 1,192) slim 0 GAO% SUBSIDY PAYMENT 5250,792 250.79? 2:0.792 0 GAD% 0 GAO% VACANCY FACTOR -SUB WPYW SIAM 2.110) 2.110) 910) 11.00% 0 040% CARErAIERAPARTMENTS SISA5) 16.884) 15.894) 0 GAM 0 GAO% SEAMY SHOP RENTAL 1.250 1.500 I= 250 20.00% 0 OAO% GARAGE 24AMS 21.90 24.90 911 1.00% 0 GAO% CARETAKER GARAGES 5720) 720) 720) 0 GAO% 0 OAO% GUEST ROOM Stwo 2.000 2400 0 GAO% 20) IAO% LAUNDRY WCOME s10A00 It= IOAM 0 GAM 0 GAM BNIIESTMMENTINCOME miss 91.00 67.717 2.531 IAO% 0.121 NAM MISC. INCOME 100 300 100 0 GAM 200) 87AM GROSS REVENUES: 580.911 808.013 5591.907 sm GAO% 504 1A0% OPERATING EXPENSES: ACTIVITIES AND RESIDENT SERVICES: RESIDENT PROGRAMS 6 BEMINARS s2.000 S$000 Szm 50 AAO% 0 AAO% SUPPLIES -GENERAL 51.900 51.900 1,69E 90 Gm% 90 640% MISCELLANEOUS 5256 s25s 250 5 2Ao% s 240% TOTAL ACTIVITIESMIESIDEITSERVI ES 54.05 s3.865 51.086 I80 SAO% 180 5AOx HOUSEAEEPM, SALARIES 2.0W si.ow S1AW Seco) 4040% SIM 2000% BENEFITS 650 250 300 180) 4540% 50 20AM PURCHASED BERVI ES sto.Do1) 11.600 1$700 X700 27AD% 1.100 e.01)% REPAIRS AND MAINTENANCE 00 300 500 450 90000% 200 6740% SUPPLIES -GENERAL 52.700 2.700 2980 leo An leo 740% TOTAL HOUSEKEEPING EXPENSES Mm SISA50 17.680 SZ350 1SA0% 1.730 11.00% PLANT GPERAT W NSALIIMIENANCE: SALARIES 514.001) 16.000 20.615 52.615 1640% 32AG 16.00% BENEFITS 4.320 4.500 5.212 est 21AM 712 16.01)% APART$@ 'REHABLITAT10N We 1.995 1.60E am 6740% 162 1200% CARETAKER ALLOWANCES 560E 600 600 0 DAO% 0 040% aPULOILSERVICESBUS.DMGIOROUNI 83SAW 35.729 37.90 2A M 6.00% 2439 J'AO% e,' REPAIASANDWIMTENANCE slim 12.000 11.000 2A00 17.00% GOD 17A0% 00 SUPPLIES -GENERAL UA00 4.960 6A00 3.600) 3740% 1.050 21.00% TRASH REMOVAL A700 7.700 5.000 IAW 19A0% 300 40% AMISCELLANEOUS5001.150 1.200 350 41A0% 50 4A0% TOTAL PUINTOPERATIONSIIIAONTENAM WDM 50867 SSS 826 7.155 840% 0.381 IIAO% IITISTIES: EUSCTRIgiV 23.24 24.20 S2S.000 S1.760 SAO% sm SAO% A GAS AND OIL 25AW 527" 36.01)0 I IAOO 4.00% 5952 3340% WATER AND SEWER 810AM 11.43 11.775 1.775 16.00% 332 340% TOTAL UTILITIES EXPENSE SSL24 02.731 572.776 514.635 25.00% 10.0" HIMM mss+ A F 11AXL00 ESTIMATED PROPOSED VARIANCE VARIANCE PLYMOUTH TOWNE SOUARE ACTUAL BUDGET BUDGET BUDGET 01 BUDGET 01 SUDGET01 OPERATING BUDGET FVE 120IN1 FYE 12/91.00 FYE I2f3I X1 FYE 12191101 VS. EST. ACTUAL VARIANCE VS. BUDGET 00 VS. BUDGET 00 PROPERTY RELATED: AMORTIZATION 2,935 SZO65 2.965 50 ciao% 50 0.00% DEPRECIATION 213,900 219,500 210.105 MISS) IAM MISS) IAM INSURANCE -PROPERTY 10.923 11" 11.280 356 900% 0 CAO% INTEREST EXPENSE BOND & NOTE 20S.416 285.416 262,691 6,766) 2A0% 5.765) 4AD% PLOT (IN LIEU OF PROP TAI) S31.706 92AN 21,960 10,955) 33A0% 11.140) 94.00% TOTAL PROPERTY AND RELATED 55/7,905 648.410 521.340 SI6A69) 9.00% 520.120) 41.00% GENERAL AND ADMINISTRATXK SALARIES -MANAGER SINUM6 52UM 30868 1.051 4.1iA% 3%751 14.00% SALARIES -ADMINISTRATIVE OTHERS 118,448 IS,446 18,200 754 4A0% 754 4A0% BENEFITS 11.632 11.996 12,414 032 6.00% 1.126 10.00% ADVERTISING -PERSONNEL 1800 100 BOD 0 OA0% 0 OAC% AUDIT 1,550 4.000 4,200 2,350 171AM 0 oA0% AUTO AND TRAVEL 5600 800 720 220 44.00% 120 20.00% COURIER 5250 300 900 So 20AD% 0 OAD% COPIER LEASE 1.170 1.170 1.425 255 22.00% 255 290% DUES AND SUBSCRIPTIONS 1.300 1,900 1.400 100 RAO% 100 800% INTEREST EXPENSE -SECURITY DEPOS S1AOD IA00 1.000 0 oan 0 OAO% LEGAL o SSW 500 Soo ERR 0 OA0% LICENSES AND PERMITS 1840 5640 650 10 2A0% 10 2A0% MANAGEMENTFEES 140.200 40.200 40,200 0 OAC% 0 OAC% MEETINGS & SEMINARS 1700 IBRO 1.280 560 89A0% 0 oAD% POSTAGE 600 900 900 900 50.00% 0 0.00% PRINTING COMMUNICATIONS 1250 800 800 350 140.00% 0 0.00% PURCHASED SERVICES 1.448 IA48 1.554 108 7.00% 106 7.00% REPAIRS AND MADRANANCE 100 5600 500 400 40DAM 0 00% SPECIAL EVENTS 5450 450 475 25 6.00% 25 GAD% SUPPLIES -OFFICE 51AOD 1,401) 1,475 275 29.00% 75 SAO% TELEPHONE 55.250 5,780 5.820 570 11.00% SD 1.00% NIORKERS COMP. CLAIMS EXPENSE So 50 0 0 ERR 0 ERR MISCELLANEOUS 5860 1650 05 25 4.00% 25 4.00% TOTAL GENERAL AND ADMIN 117,841 8120.987 126,794 159 8.00% 8,407 SAO% GRAND TOTAL - OPERATING EXPENSES SM145 1837,250 1844.852 14.707 2A 1% P.m lim EXCESS (DEFICIT) REVENUE OVER EXPENSES FROMOPERATIONS Sam 10.783 WAS 19,711) 415.00% S1,701) 8A0% ADD BACK NONFCASH BELLS. Tom_ AMORTIZATION 2.915 2,935 2.915 SO OAC% SO CAO% DEPRECIATION 213.300 213,3W 210.105 9.105) 1.00% MISS) IAD% SHELTER TAX ACCRUAL - PLOT 91,705 32,490 21AN 10.355) 49.00% 611,140) 94A0% OTHER CASH REOUIREIIENTS: 0 ERR so ERR DEBT SERVICE INVESTMENT INCOME 584,080) 69,89T) 86AM) 2.405) 4A0% 18.592) 11:00% SHELTER TAX PAYMENT - PIAT MOM 92AM 22.888) 10.235 31A0% 610.239 91.00% ACCRUED INTEREST 82OL417 288,417 282,891 5,786) 2A0% 85,718) 2A1% PRINCIPAL PAYMENT ON BONDS SIO1.Mm 101.500) 101.501)) SM) SAO% 65A00) SAO% INTEREST PAYMENT ON BONDS 6211417) 280.417) 282.831) 5.711 2.00% 15.718 2.00% RESERVE REPLACEMENT 629,700) 29.700) 29.700) 0 oAO% 80 OAC% CAPITALO09OVEMEMM 629.000) 23.000) 14000) 7.000 MA0% PA00+ 40.00% 11ATm ESTMATED PROPOM VARIANCE VARIANCE PLVMOUfHTOWNESOUARE ACTUAL BUDGET BUOGET BUDGET 01 6UDGET01 6UDGET01OPERATMOuDGETFVE12aV01WEMUMFVEMUMFVE12/91001 VS. EST. ACTUAL VARIANCE VS. BUDGET00 VS. BUDGET00 CONSTRUCTION FUND EXPENDITURES i0 m 0 0 ERR yD EAR SUB-TOTAL 1.791 Mon M720) 114.92%—% l$$.eee) ao2.aolc OiCREA$E(OECREASE)INCASH 1 AM 10.194 SIO.01$ 17.491) a9A0% 4098$) afAOx Attachment 2 PLYMOUTH TOWNE SQUARE Budget Assumptions For Budget FYE 12/31/01 Revenues Rent, Resident and Subsidy - Maximum rents for 99 units broken down as 19- 2BR213A at $758/month, 20-213R 1 BA at $707/month, 7 large I BR 1 BA at 650/month and 53-1BRIBA at $600/month, totals $64,891.00/month or 778,704.00 annually. Resident Rent - FYE 2001 represents the residents payment portion of the total rent and is approximately 67.79% of the total rents. Subsidy Payment - FYE 2001 represents the City of Plymouth's portion of the total rent and is approximately 32.21 % of total rents. Vacancy Factors - FYE 2000 reflects 10 vacant units during the year at 655/month. FYE 2001 reflects a vacancy factor of 0.8%. Secae as previous year. Beauty Shop - No increase anticipated FYE 2001 due to change in shop operator at the end of 2000. Current rental rates reflects the shop operating two days per week. Caretaker Apartment - reflects cost of one 1 -BRI BA ($600/month) allocated for the part-time caretaker and one 2BR I BA ($707/month) apartment allocated for the full-time caretaker. Garage - reflects 69 spaces renting for $30/month. FYE 2000 reflects available parking spaces due to apartment turnover and lack of waiting list for garage spaces. Caretaker Garage - reflects two garage spaces allocated, one for each caretaker. Guest Room Rental - FYE 2001 reflects same predicated usage as in 2000 which was an average rental of four days a month plus extra rentals during summer months and holiday season. Laundry Income - reflects resident, family, guest room and caretaker usage which fluctuates monthly. Investment Income - represents 6% interest on investment funds held by the city of Plymouth and 3.41 % interest on the passbook savings account. FT'S - FYE 2001 Auampuans Pale 1 of 7 Miscellaneous - reflects late fees and NSF fees. In addition, FYE 2001 was r decreased due to no rentals of outside plug-in's. ACTIVITIES AND RESIDENT SERVICE EXPENSES Resident Programs & Seminars - reflects monthly Blood Pressure checks, entertainment, speakers, May Senior's Month activities, Anniversary Parry, Seasonal Outing in November and Holiday Party in December. FYE 2001 reflects a 4% increase. Supplies - reflects decorations, movies, games, food and supplies. October and December reflect Anniversary and Holiday Parry. FYE 2001 reflects a 6% increase over 2000 due to increase cost of paper supplies and purchasing new decorations for various holidays. Miscellaneous - reflects resident appreciation and various special gift certificates. HOUSEKEEPING EXPENSES Salary - FYE 2001 reflects part-time caretaker's cash salary to. cover the full-time caretaker's vacation. Additional hours are also included to cover various resident events which arc held in the evenings and weekends. FYE 2000 reflects additional salary paid out during a medical leave by the FT caretaker which occurred at the end of the year. Benefits - Housekeeping equal to 25% of the cash salary. Purchased Services Housekeeping - reflects spring window washing for the building, professional carpet cleaning for apartments and common area. Walker's policy is to provide professional carpet cleaning, which helps maintain the condition and extends the life of the carpets in apartments that have been continuously occupied for 3 years. FYE 2001, this service will be offered to 62 residents. Repairs & Maintenance - reflects the cost to cover minor repairs of vacuums, extractors, electric brooms, and other housekeeping equipment after 6 years of usage. Supplies - reflects the cost of purchasing toilet paper, paper towels for cleaning and J dispensers, trash bags, air fresheners, cloths for cleaning, disinfectant for FTS • FYE 2001 Assumption Pqe 2 of 7 bathrooms, general cleaning supplies to maintain the cleanliness of the building. PLANT OPERATIMM AND MAINTENANCE EXPENSES Salaries - reflects full-time caretaker's cash salary which includes the standard 4% increase. The current FT caretaker will be resigning at the end of the year. Therefore, an additional 12% increase is proposed($1.00 per hour) in order to recruit qualified maintenance candidates and for staff retention. As the building ages, more technical maintenance will be required to maintain the high standards of the building. The ideal candidate will be able to manage the purchase services contracts and handle more internal repairs which is reflected in the increase in the supply account. Benefits - reflects 25% of the cash salary. Apartment Rehabilitation - reflects increase in costs associated with move -ins and move -outs of residents such as painting, and miscellaneous repairs of 16 year old apartment. FYE 2001 reflects a 12% increase due to having to have them professionally shampooed because of the age of the carpet. FYE 2001 estimates 10 apartment turnovers for the year. Caretaker Allowances - reflects payment of $25/month for each telephone bill for two caretakers that live on-site, the total is $50/month. Purchased Services - reflects the cost of contracts with third party vendors for emergency call monitoring, pagers, pest control, cellular phone, Internet provider, snow removal, elevator maintenance, lawn sprinklers, lawn service chandelier draining, back-up emergency call contract with Walker Methodist Health Center, fire extinguisher inspections, fire system annual inspection, HVAC, water softener; etc. FYE 2001 reflects a 6% increase from venders. Repairs and Maintenance - reflects cost associated with repairs, routine maintenance and preventative maintenance of the following systems; electrical, plumbing, appliance, snow blower, security system, fire alarm, emergency call monitoring, security entry phone and door;, HVAC system, locks and keys, windows and screens, carpentry, etc. The 17% increase reflects a common occurrence that as the building ages, repairs and maintenance become more extensive. Supplies - reflects the purchase of light bulbs, plumbing supplies, electrical supplies, tools, filters, water soflner salt, paint, caulking, etc. FYE 2001 reflects an PTS - FYE 2001 Ammgions Pap] or 7 increase due to the higher cost of tools and supplies required to maintain and repair items as the building ages, by a skilled in-house maintenance staff. Trash Removal - reflects trash removal twice a week, recycle removal once a week, and periodic light bulb recycling. FYE 2001 reflects an increase by the vendor. Miscellaneous - FYE 2001 reflects minor and non -capital equipment and. fixtures. UTILITIES EXPENSES Electricity - FYE 2001 reflects a 3% increase over 2000 budget. Gas/Oil - FYE 2001 reflects an anticipated 33% increase in gas prices. Water/Sewer - reflects a 3% increase over FYE 2000 budget. PROPERTY AND RELATED Amortization - reflects Total Legal Fees,. Accounting Financial Advisor, Printing, Underwriters Discount, Trustee Fees, Title Insurance Policy, Mortgage Registration, Tax Rating Agency Issuer Fees, from development of the.building amortized over the economic life of the building. Insurance - the variance reflects adjustments for actual costs. Payment in Lieu of Property Tax - The property is assessed an annual amount equal to 5% of the Resident Rent less utilities and trash removal. GENERAL AND ADMINISTRATIVE EXPENSES Salaries Manager - FYE 2001 reflects a 32 hour a week position with a 4% anniversary date increase. Both budgets, FYE 2000 and 2001 include an incentive plan for the Housing .'Manager to meet budget. The incentive plan is standard for all Walker Housing Managers. Salaries Administrative - reflects a 35 hour a week position with a 4% increase at anniversary date. Additional hours for coverage of various resident events which are held in the evenings and weekends. Benefits - Administrative FYE 2001 are 25% salary expense. PTS - FYE 2001 Asumpti m Fags 4 of 7 Advertising Personnel - FYE 2001 reflects advertising for staff turnover, if any. Audit - reflects fee passed on by City for private audit services. Auto and Travel - reflects monthly meetings to corporate and errands for the building. FYE 2001 reflects increase in gasoline prices. Courier - Cost associated with transfer of documents and reports among property, the City of Plymouth and Walker. Copier lease - cost of leasing copier. Dues and Subscriptions - reflects individual membership for Minnesota health & Housing Alliance (MHHA) and American Association of Homes for the Aging AAHA). This also includes subscription to activities magazines for resident activitiesand health. Interest Expense - Security Deposits is equal to 3% of average balance of 33,300.00. Reflects accrued interest on all resident security deposits that will be paid at move -out. Legal - reflects cost associated with obtaining legal advice. Licenses and Permits - reflects boiler licenses for caretakers and City of plymouth Dwelling Permit and Notary. Management Fees are 5% of total revenues (less investment revenue) or $3,350.00 per month whichever is greater. Meeting and Seminars - reflects cost for staff to attend special training, MHHA Institute and Annual Meeting. Postage - FYE 2001 reflects cost associated with regular office business and two mailings for Waiting List. Printing Communications - reflects special printing for the Waiting List, checks, and stationary. Purchase Services - reflects maintenance contract for leased copier. Repairs & Maintenance - reflects cost to repair office equipment. PTS • FVE 2001 Aaumptiam p4p 5 of 7 Special Events - reflects staff appreciation and holiday party. Supplies - includes the cost of office supplies, copy and printer paper, etc. FYE 2001 reflects increase in prices from supplier. Telephone - reflects cost of service for 6 lines which includes business lines, voice mail, security door, elevator and fax. Miscellaneous - reflects holiday decorations and base alarm fees. RESERVE `REPLACEMENT - Walker recommends 5300 per unit for reserves for replacements which is the same as last year. PTS - FYE 2001 Auwnp iom Pye 6 of 7 PLYMOUTH TOWNE SQUARE PROPOSED CAPITAL EXPENDITURES FOR FYE 2001 1. Install three (3) wall pack style light fixtures at -the back of the building for security purposes. $ 2,000.00 2. Paint all of the hallways in the building. $ 8,250.00 3. Re -carpet the Guest Suite $ 1,000.00 4. Replace and freshen the silk flower arrangements in.the building. $ 1,750.00 5. Install a small fountain in front of the building in front of the raised garden plots. $ 2,000.00 y 6. Replace some broken blinds in resident apartments r after five years of use. $ 1,000.00 n Total $16,000.00 PTS - FYE 2001 Auumpkw Pale 7 or 7 131A3If, CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: November 8, 2000 TO: Plymouth Housing and Redevelopment Authority FROM: Barbara Senness, Planning Manager through Anne HiuI%M Executive Director SUBJECT: Study of Elmhurst and Elmhurst Gateway Neighborhoods The Elmhurst and Elmhurst Gateway neighborhoods are located on the west side of Medicine Lake, immediately bordering the lake. Elmhurst is located between 23rd and 2e Avenues from West Medicine Lake Drive west to roughly Larch Lane. Elmhurst Gateway is located between the Chicago Northwestern tracks and 18d'Avenue from West Medicine Lake Drive west to Forestview Lane. A map of the two neighborhoods is attached. The study of these two neighborhoods arose out of a resident concern voiced at the City Council's Plymouth Forum in September. The resident whose home is located in the Elmhurst neighborhood argued that his neighborhood is in need of redevelopment (see attached letter). He stated that many of the lots are small and irregularly shaped and the streets are narrow. He cited these factors as inhibiting current homeowners in the neighborhood from improving their properties. Based on the discussion at the Forum, the City Council referred the matter to the HRA for review and to make recommendations on how the City should respond. Ultimately, depending on what types of actions are recommended, the HRA, the Planning Commission and the City Council may all have a role in reviewing and recommending and/or approving what comes out of this study. Dining their initial review of Elmhurst, staff looked at adjacent properties and found many similariites in the neighborhood to the south, Elmhurst Gateway. Specifically, Elmhurst Gateway has a large percentage of older homes, many small lots and narrow streets widths. Consequently, staff concluded that it would be more efficient to study both areas at the same time and therefore expanded the study to include both areas. Staff formally defined the neighborhood study to include Elmhurst and that part of Penwalk Addition not in West Medicine Lake Park and the Elmhurst Gateway Addition. J tet' • A. REQUESTED ACTION: The following report reviews each of the neighborhoods individually and then summarizes the issues for both neighborhoods together and offers several strategies for City consideration. Staff is requesting that the HRA review the entire report and make recommendations to the City Council for subsequent follow-up. B. OVERVIEW: Elmhurst and Penwalk Addition Elmhurst and Penwalk Addition contain 135 lots, ranging in size from 3,415 square feet to 51,386 square feet. Most of this neighborhood was platted in 1912 (Elmhurst). The Penwalk Addition south of 23rd Avenue was platted in 1931. Elmhurst is guided LA -1 Living Area 1) which allows up to 3 dwelling units per acre. It is zoned RSF-2 which allows single family homes with a minimum lot size of 12,500 square feet. Penwalk Addition is guided P -I (Public/Semi-Public/Institutional) and zoned RSF-2. The City carried over the guiding of Penwalk Addition from the previous Comprehensive Plan when all of that area was expected to become part of West Medicine Lake Park. Existing land use includes 118 single family homes and one City -owned mini -park. Eight of the parcels in the neighborhood are publicly owned; all of these lots are covered by wetland. Most of the homes in the neighborhood are owner -occupied. However, City records indicate that eight of the existing homes are rented. City records also indicate that this is a stable neighborhood. Two-thirds of the homeowners have owned their homes for more than 10 years. There are eight vacant lots in the neighborhood. Two are covered by wetland and are therefore undevelopable. An additional four are located on an unimproved street. One vacant lot is land -locked The other lot is part of the yard ares for the home on the lot to the an which is under common ownership. About two-thirds of the neighborhood is in the shoreland overlay district of Medicine Lake. There are two wetlands in the neighborhood—a medium quality wetland in the northwest portion of the neighborhood and a high quality wetland in the southwest. The hater also coincides with designated flood plain. The entire neighborhood is served by sewer and water. Demographic Information Elmhurst/Penwalk Addition Size 36.01 acres Number of lots 135 Vacant ots 8 Publicly -owned lots 9 Rental properties 8 Gur ng LA -1, P -I Zoning RSF-2 Shoreland I 2/3rds in district Staff reviewed the available 1990 Census data for this neighborhood. Staff found that the smallest Census reporting area covered a significantly larger area than Elmhurst, taking in several newer single family neighborhoods. Consequently, staff was unable to isolate any meaningful demographic information that would give an accurate picture of Elmhurst at that time. Housing Age and Value More than half of the homes in the neighborhood are more than 50 years old; 42 percent are more than 60 years old. Only 14 percent were built in the last 20 years. The average sales price of a home in Plymouth in January 2000 was $231,300. This translates into an assessed value between $208,170 and $215,109 (which is between 90 and 93 percent of the sales price according to the City Assessor). By comparison, 79 percent of the homes in Elmhurst have an assessed value of $134,250 or less which means that most of the homes in the neighborhood meet the Metropolitan Council's definition of "affordable housing." The total assessed value of the properties in Elmhurst is $13,710,900. Housing Condition Staff did not have the time w complete a rigorous survey of exterior housing conditions in the neighborhood. However, staff did photograph every home and made some conclusions about housing condition, based on these photographs and supplemented with a windshield survey. Staff used three broad categories of exterior condition: 1) above average (needing little or no maintenance). 2) average (adequately maintained) and 3) below average (needing major improvement). Based on these categories, staff identified 24 percent of the homes in the neighborhood that appear to be in above average condition. These homes are spread throughout the ares. Stats' identified another 10 percent of the homes that appear to be in below average condition. The remaining 66 percent of the horses appear to be in average condition. A limitation of exterior condition surveys is that ratings could be affected by interior conditions, including the condition of major systems such as heating and electrical. Non -conforming Lots The minimum lot size in the RSF-2 zoning district is 12,500 square feet and the minimum lot width is 80 fat. Of the privately owned, non -wetland lots, not quite 22 percent meet this minimum standard. Another 19 percent could mat ordinance requirements with the issuance of an administrative permit. However, 59 percent of the lots would require a variance to construct or reconstruct a home. In addition to the lots that are non -conforming by way of size and width, there are nine lots in Elmhurst not affected by wetland that have no fiontage on an improved public street. Four of these lots are developed. Three additional developed lots abutting the neighborhood west of Larch Lane also have limited or no access on an improved street. J Police and Fire Calls: Housing Complaints The number of police and fire calls and housing complaints in Elmhurst are typical of other areas of the City. However, there are homes in the neighborhood where exterior storage significantly detracts from the overall appearance of the properties. While some of this storage is in violation of the City Code, there have been few complaints registered. Since the City addresses code violations primarily on a complaint basis, the continuing existence of these violations is not unusual. Building Permit Activity The City has issued 94 building permits in Elmhurst over the past ten years. Two permits were for housing demolition and three were for the construction of new homes. The remaining permits covered 1) exterior improvements such as reroofing and residing, 2) home additions, including decks and 3) interior remodeling. The total value of the permits for new home construction was $413,208. The total value of the other permits was $789,456. During the past ten years, 51 percent of the homes in the neighborhood underwent some type of improvement. Zoning Actions The most significant zoning actions over the last 10 years in this neighborhood have been lot divisions. During this time, the City approved ten lot divisions that created nine additional non -conforming lots. Given the number and type of improvements male in the neighborhood over the last ten years, there have been a relatively small number of variances. Zoning Action Number Comments Lot Drvtstons 10 created 9 lots under 12,500 square fat 2 divisions to create frontage on "real' streets Lot Conso r cons 2 created 2 lots in excess of minimum standard Variances 7 4 for setbacks 02 for lot coverage (would be shomland variances way) 1 for garage size Other 2*home occupation City -initiated rezoning TOTAL 21 HRA Activity Over the past 10 years, the Plymouth HRA has made five housing rehabilitation loans and one first time homebuyer loan to homeowners in Elmhurst. The total loan value was just over $64,000. During the same ten-year period, the HRA made a total of 96 rehabilitation loans and 70 first time homebuyer loans Citywide. The loans in Elmhurst represent five percent and less than one percent, respectively, of the City's overall loan activity. Neighborhood Character Although a more subjective, intangible element, based at least in part on individual preferences, neighborhood character is nevertheless an important element of any neighborhood study. Much of the character in this neighborhood derives from its narrow streets, homes set relatively close to but in many cases above the street grade, mature trees and rolling topography. The absence of curb and gutter gives the neighborhood a less formal appearance than the City's newer neighborhoods. Taken together, these elements give the feeling of an older, small town neighborhood. Streets The public streets in this neighborhood are narrower than the current City standard of 33 feet. Street widths range from 20 to 22 feet. Several years ago the City adopted a policy allowing streets as narrow as 21 feet under certain conditions. Most streets except 20 Avenue are at least 21 feet wide. If on -street parking were restricted to one side of the streets, they could meet the average daily traffic standard for narrower streets. Except for 23d Avenue, rights of way are 33 feet versus the City's standard of 50 feet for a local street. All but three of the streets are in fair or good condition as the City has resurfaced many of them in the last few years. As noted above, none of the streets have curb and gutter and dere is no stone sewer. Because some of the platted streets were never constructed, parts of the neighborhood are not served by a public street. There are several unpaved alleys that provide the only access to several lots. Because of the grade change on many of the lots bordering Medicine Lake Drive, many of the homes have detached garages or parking area at a higher elevation than the homes. These areas are typically quite small and many are located in the street right of way. As a consequence of the grade change and the smaller lot sizes, off-street parking for the affected lots is limited. Public Works has difficulty with maintenance in this neighborhood, especially for snow removal, because of narrow and fight comers on the the existing streets and dead end streets with no t» rmarounds. Water Quality Murch of the land area in Elmhurst is in the shoreland of Medicine Lake. Because Medicine Lake is one of the City's greatest natural assets, the City has placed a high priority on improving the water quality of the lake. One of the key ways of achieving improved water quality is to provide pre-treatment of stone water before it reaches the lake. Limiting impervious surface is another option that provides greater opportunity for on-site filtration and consequently a reduction in the amount of storm water that leaves a site. Because of the typically small lot sixes in this neighborhood, many lots already exceed the Shoreland Overlay District's impervious surface coverage standard of 25 percent. There are no water quality ponds in the neighborhood and no City plans to construct any. However, storm water drains through the wetlands in the neighborhood to the huger wetland in the City parkland to the south before discharging into Medicine Lake. Consequently, the City's Water Resour pm plan identifies a low treatment deficiency (i.e. there is sufficient treatment) for the neighborhood. Elmhurst Gateway Addition Elmhurst Gateway Addition has 63 lots, ranging in size from 2,417 square feet to 19,610 square feet. The south half of the neighborhood was platted in 1916, the north half in 1933. The neighborhood is also guided LA -1 and. zoned RSF-2. Existing land use is comprised of 58 single family homes and one open space parcel owned by the State (the smallest lot). Most of the properties are owner -occupied. However, City records indicate that two of the existing homes are rented. City records also indicate that this is a stable neighborhood. Nearly three-quarters of the homeowners have owned their homes for more than 10 years. There are four vacant lots in the neighborhood. All four are are located on an improved street. Three would require a variance before a house could be constructed on them. The entire neighborhood is in the shoreland overlay district of Medicine Lake. There are no wetlands or flood plain. All properties are served by sewer and water. Demographic Infirmation Efteburst Gateway Addition Size 12.61 acres Number of lots 63 Vacant lots 4 Publicly -owned lots-'T— ots 1 Ren propertiesproperties— 2 Gurdmg LA -I Zomng RSF-2 Moreland I All in district Elmhurst Gateway is in the same Census block as Elmhurst. Consequently, staff was unable to isolate any meaningful demographic information for this neighborhood either. Housing Age and Value More then half of the homes in the neighborhood are more than 50 years old; 29 percent are more than 60 years old. Only 17 percent were built in the last 20 years. As stated above, the average sales price of a home in Plymouth in January 2000 was 231,300 which translates into an assessed value between $208,170 and 5215,109. By comparison, 84 percent of the homes in Elmhurst Gateway have an assessed value of 134,250 or less which means that most of the homes in this neighborhood also meet the Metropolitan Council's definition of "affordable housing." The total assessed value of the properties in Elmhurst Gateway is 56,511,600. Housing Condition Staff also reviewed housing condition in Elmhurst Gateway from photographs. From this review, staff identified 17 percent of the homes in the neighborhood as being in above average condition. These homes are spread throughout the area. Staff identified another ten percent of the homes in below average condition. The remaining nearly three- quarters of the homes are in average condition. Non -conforming Lots The minimum lot size in the RSF-2 zoning district is 12,500 square feet and the minimum lot width is 80 feet. Of the privately owned lots, 14 percent meet this minimum standard. Another I 1 percent could meet ordinance requirements with the issuance of an administrative permit. However, 75 percent of the lots would require a variance to construct or reconstruct a home. Police and Fire Calls, Housing Complaints The number of police and fie calls and housing complaints in Elmhurst Gateway are typical of other areas of the City. However, as is the case with Elmhurst, there are homes in Elmhurst Gateway where exterior storage significantly detracts from the overall appearance of the properties. Building Permit Activity The City has issued 47 building permits in Elmhurst Gateway over the past ten years. One permit was for a housing demolition and one was for the construction of a new home. The remaining permits covered the same type of exterior and interior improvements as was the case with Elmhurst. The value of the permit for the new home was $108,455. The total value of the other permits was $294,074. During the past ten years, 48 percent of the homes in the neighborhood underwent some type of improvement. Zoning Actions In contrast to the Elmhurst neighborhood, over the past ten years, there have been a relatively large number of variances associated with housing improvements in Elmhurst Gateway. j Zoning Action Number Comments Lot Dry s'Ions 2 created 4 lots under 12,500 square feet Variances 12 g for setbacks 2 for impervious surface coverage I for garage height 1 for redevelo ment of non -conforming lot Other 1 CUP for garage size TOTAL 15 HRA Activity Over the past 10 years, the Plymouth HILA has made three housing rehabilitation loans to homeowners in Elmhurst Gateway. The total loan value was roughly $91,500. The loans in Elmhurst Gateway represent three percent of the City's rehabilitation loan activity from 1990 to 2000. Neighborhood Character Much of the character in this neighborhood derives from the same elements as Elmhurst, namely narrow streets without curb and gutter, houses close to the street and changes in topography. The absence of curb and gutter gives the neighborhood a less formal appearance. When staff was photographing the area, several residents indicated that they liked their neighborhood specifically because of its character and hoped that it would remain the same in the future. Streets The public streets in Elmhurst Gateway are also narrower than the current City standard of 33 feet. Evergreen is 23 feet wide and Forestview is 25. However, as is the case with streets in Elmhurst, if parking were restricted to one side of the street, these streets could meets the City's average daily traffic standard for narrower streets. The rights of ways vary from 66 feet on Forestview to 50 feet on the south half of Evergreen and 24 feet on the north WE Both neighborhood streets are in fair condition. Neither has curb and gutter and there id. no storm sewer. As is the case with Elmhurst, because of the significant grade changes in the neighborhood, many homes are at a lower elevation than their detached garages or parking ares. Combined with the smaller lot sizes, this has created numerous cases where garages are built very close to or in the right of way and cases where off-street parking is limited. Water Quality 1 All of the area in Elmhurst Gateway is within the shoreland of Medicine Lake. There are no water quality ponds in the neighborhood and no City plans to construct any. Drainage from the properties on the west side of Evergreen is to the west; drainage from the properties on the east side goes directly to Medicine Lake. As with the Elmhurst neighborhood, the absence of curb and gutter is a positive factor for water quality. C. ISSUES: Elmhurst and Elmhurst Gateway neighborhoods are among the e,'iest neighborhoods in the City. Although the vast majority of the housing stock in both neighborhoods is old, homeowners have made a significant investment over the past ten years to maintain and improve their homes. All but a handful of homes are in at least average condition. Furthermore, based on total values, the homes represents a significant source of affordable housing units in the City, roughly five percent of all the City's affordable housing. On the other hand, there are homes in both neighborhoods that need improvement, in some cases to the home itself and in others to clean up illegal outside storage. On balance, however, conditions in these two neighborhoods do not suggest the need for large scale redevelopment. Based on housing age, the City should take steps to help ensure that continued maintenance is occurring to prevent the need for wholesale redevelopment. Although much of the housing in the two neighborhoods are in relatively good condition, there are isolated areas in Elmhurst which present major issues of adequate access, particularly for emergency vehicles. The location of wetlands in some platted rights of way together with the fact that adjoining lots are already developed decrease the potential of finding an easy and inexpensive way to provide adequate access to these lots. In order to provide adequate access, the City may need to consider exercising its power of eminent domain. When the City adopted its new Zoning Ordinance in 1996, it rezoned Elmhurst and Elmhurst Gateway to RSF-2. Both neighborhoods had previously been zoned R -1A which required a minimum lot size of 18,500 square feet. Sime most lots did not meet that standard, staff recommended rezoning both neighborhoods to RSF-2. Staff did not undertake an inventory of lot sizes and widths at that time, because of the size of the task all lots in the City were being rezoned at the time). However, as part of this study, staff has determined that 64 percent of the lots in these neighborhoods are also non- conforming in the RSF-2 district, which means that they would require variances before they could be developed or redeveloped. Protection of the water quality of Medicine Lake is a concern for both neighborhoods, but more so for Elmhurst Gateway because of the number of lots that drain directly to the lake. Options for providing additional storm water treatment would involve additional City study and would be of a retrofit nature, based on the nearly fully developed status of the two neighborhoods. In addition, because of the typically small lot sizes in these neighborhoods, many lots already exceed the City's current impervious surface coverage standard of 25 percent. Therefore, future home additions will likely result in an increase in variances for impervious coverage. Consequently, there is a conflict between continuing to improve the livability of the homes in the area and limiting the amount of storm water runoff to Medicine Lake. The City will need to address this conflict in any options they pursue for these neighborhoods. Topography, lot size, street width and right of way all have contributed to the existence of numerous garages and parking areas in City right of way and a shortage of areas for vehicle storage. These same factors will make it difficult to improve this situation in the future. Engineering staff has indicated that any redevelopment in these nk i ahborhoods should include complete street construction, including installation of a storm sewer system and curb and gutter. Based on current lot frontages, this would cost about $5,000 per lot, of which $2,500 to $3,500 would be assessed to the property owner. Given the large percentage of affordable housing in the neighborhoods, this level of assessment could be a major burden on homeowners. Staff notes that if these neighborhoods were cleared for total redevelopment, there would be an entirely new street pattern established and assessments would be calculated on the new pattern of lots. Should the City decide that all of the various issues discussed above taken together suggest the need for neighborhood-wid: redevelopment, staff would note that such redevelopment would be of a higher density and most likely consist of attached unit types or very high cost single family homes. This conclusion is based on the following: 7 ue City would need to acquire all the properties and would likely be required to pay more than the currently total value because of the desirability of the area and the likelihood that not all sellers would be willing sellers. The City would need to pay relocation costs to the existing homeowners. The City would need to pay for the demolition and reconstruction of public in5astructure (sewer, water, storm sewer, streets). The City would have to combine the existing lots into buildable pieces. The caAs of these actions would exceed the value of the properties. D. POSSIBLE ACTIONS: The foQowiuj are possible actions that the City and/or HRA could undertake to improve the conditions in the Elmhurst and Elmhurst Gateway neighborhoods. These actions are not mutually exclusive and in fact, most could be undertaken concurrently. Increase Code Enforcement The City could decide to undertake neighborhood -wide code enforcement in Elmhurst and Elmhurst Gateway, rather than respond to complaints only. This would address many of the cosmetic concerns that exist in these neighborhoods. Based on the 10 responsibilities and work load of the City's housing inspector, this could be accomplished with existing staff, but would need to be phased to allow for the accommodation of 1 existing responsibilities. 4 J Market HRA Programs to the Neighborhoods The HRA could choose to target marketing efforts in Elmhurst and Elmhurs. 3ateway to stake homeowners aware of the deferred loan programs that are available within the community. Target Individual Sl;.: Renrwal The HRA could choose to acquire and redevelop lots with new affordable homes in these neighborhoods as lots come tip for sate. However, staff would point out that the market still considers this a desirable area (near the park and Medicine Lake, good access to jobs and other services) and it is likely that the City would be outbid. Furthermore, from the amount of private investment made in the area over the past ten years, it is evident that the City does not need to make major investments (other than normal maintenance) in the area in order to keep it vital. Improve Water Quality The City could initiate a study to determine how storm water quality could be improved without major redevelopment of the two neighborhoods. For example, a study could determine how much excavating the wetland bordering the south end of Elmhurst would increase the efficiency of storm water treatment before it enters Medicine Lake. A study could also identify Best Management Practices that could be used to improve treatment in Elmhurst Gateway. If the City were to pursue this option, the study should also determine whether improvements to runoff quality could in turn allow higher percentages of impervious surface coverage on each lot. if so, this would address the current conflict between improving the quality and livability of homes in the neighborhoods and improving the water quality of Medicine Lake. Funding and implementing such a study would alter the present low priority the City's Water Resources Plan gives to these two neighborhoods. Regulde Upland Lots in Penwalk Addition The homes east of the wetland :re currently zoned for residential use, but guided for institutional use. This guiding was put in place at a time when the City was considering including these lots in the pant. However, the City has now set the park boundary to the south of these lots and therefore, the lots are no longer being considered for future park acquisition. Consequently, to remove any potential cloud on what constitutes appropriate use, the City should consider reguiding theselots to LA -1, consistent with their current use. II Rezone from, RSF-2 to RSF-3 The City could rezone Elmhurst and Elmhurst Gateway to RSF-3 to increase the number of lots that conform with district lot size standards. When the City revised its Zoning Ordinance in 1996, it greatly expanded the number of residential districts. This was done to provide a greater number of options for both single and multi -family developments. For single family developments, the additional districts provided options for the construction of smaller homes on smaller lots. The RSF-3 district allows single family homes on 7,000 square foot lots with 65 feet of street frontage. If the City rezoned these neighborhoods to RSF-3, 42 percent of lots would conform to the size district requirements and an additional 47 percent would be within 70 percent of the requirements which allows development with the issr ince of an administrative permit. Only I I percent would require a variance for development or redevelopment. This compares with 64 percent today that would need such a variance. Improve Streets and Access to Individual Lots When further improvement is required to the streets in the neighborhood, the City could elect to only reconstruct the street surface and not add curb and gutter and storm sewer. This would reduce the assessments on individual lots to roughly $1,000 and paid over five years would not be a majo. ourden on homeowners. At the same time, the City could also improve the access to those lots where access is limited today. The cost of the improved access could also be assessed to the benefitting property owners. For the time being, the City should not allow any further development of lots that do not front on a public street. Development of these lots would exacerbate what is already a hazardous situation for the existing developed lots without street frontage. The City could further chose to vacate Ives Lane south of 23nd Avenue. This small section of street is not paved and dead ends at the City park boundary. Vacating the street would provide additional land area to the two abutting parcels, one of which is currently undersized in area and width by ordinance standards. E. STAFF CONCLUSIONS Elmhurst and Elmhurst Gateway are older neighborhoods that are , aerent in character from typical Plymouth neighborhoods. Although many of the homes are old, property owners are continuing to make investments in their homes. These homes also represent a substantial supply of affordable housing. From the data that stats gathered, it is clear that the two neighborhoods are not blighted and that the costs of redevelopment would exceed the benefits. Because of the high costs of acquiring the properties that have a total value exceeding 20 million dollars, any new development would reed to be denser and very high cost to begin to be economically feasible. Consequently, to redevelop Elmhurst and Elmhurst Gateway, the City would lose a large supply of affordable housing in return for additional expensive housing. Not only would this represent clearance of areas that are clearly not blighted, but it would be diametrically opposed to the City's adopted housing goats and policies supporting the need for more, not less affordable housing. 12 W Because these two neighborhoods are in a very desirable area of the City—near Medicine Lake and West Medicine Lake Park, within easy access ofjobs and major shopping facilities, staff finds that the private market will continue to support improvement and that drastic City intervention is not required to ensure the future health of these two neighborhoods. ATIUCHMENTS: 1. September 19, 2000 Letter from Gary Bohn 2. Maps of Wetland and Shoreland Areas 3. Map of Improved Streets 4. Location Map 13 Gary B Janet Bohn 2486 Hemlock Lane North Plymouth, MN 55441 H# 763-557-9572 W# 763-542-8881 Fax# 763-542-8735 September 19.2000 To Whom It May Concern: Enclosed please find a packet of information I am requesting that you would please review. I am planning on addressing the council on September 26'" during the open forum. I would ask that you please bring this information with you to this meeting. Regards, 4ec" Gary Bo Gary aed Janet Bohn 2486 Hemlock Ln N Plymouth. Ma 55441 N H 763.557.9572 it W 763.542.8881 Fax 763.542JMS Flymoutlr City CoaMB: Fmdosed please find 2 seta of pictures, groups A&B. One set is Ecom the ©mburst Ndgbbmhood in Plymouth and die other set is of a Neighbodw od in Richfield, which has bees famd !o be substimilard and bl*W and will soon be demolished for redacdopment. Group A is the Richfield Ndghberhood. Group B is the Piymoudh Nd&Vmhood. Tins may come as a Stmt suepdse, but these bousas are all within a two square block area in Plymoutk we block form Medicine Looks. I also happen.to live in tris area (we tore down an existing cabin, and built a new home two years ago)• The houses in this area were built in the early 1900's as summer cabins. They are now showing their age and construction deficiencies. Boom of the layout of the area and the small lot sizes it is hard to remodel or build in this area. A lot of the houses arejust given a quick fix, than resold or rented just to make a quick buck. The area also mods to be very cluttered with junk and old cars. There seems to bea different standard in anforaemaot of the clutter from the vast of Plymouth. I fed due area needs a redeedapmant plan or strategy, as two of the houses have already bean amilemoed The plainer I talked to, told me dds are{ has bean bmq t up reoandy in their weddy meatogs. Therearea lot of issues to tackle and I don't pretend to have d r answers, but now is the time to start addreseigg the issues In aoodhor recant toderdopmant plan for highway 55 and county road 73, the developer toldthe city cohmal that it dadd hire a oonadtaot to aid in its vision for redevelopment. This is a very desimble ares to five in, bd%does into the metro one. French park is lam than me mile away. McMm Um is me black away, seven as the newwet been pack. Some of the most expeonive homes in Plymou& aro widtin two blocb ofboM so it has greet potemial, bit dgbt mw it lacks vi ren, fess =do plan. I would ask that you develop a plan for this area. Regards. JGary and Janet Bohn cnALJ z j • w rp. . r, 4 r ice •,.NYL ' tj on V o•. - MEDICINE LAKORw , nFIX ns$io=' ,.9 R•L9 'V; p °_. :: _ _ SI Not IVdr r • . O , ".. e• S.'^ -w r•• X n R' w ^ n. v x n••'' R is T, _e to ti• •"' - pr 1 r F •! '• ter,,. Sri• a . ',0. i7 • ^ :. i 'r 71 CLI :•€'. v`, : Ci - '-'';.• 1 or,7CF ' f a r. .. • 9',,;:u • A. '7r i 6 .. r$7% ••n i p, '•:' +Ai A aA - oy S °'8+$• O/_•v- IR .. y1s•rp7. ;c y C71 y 8 s'+• ' N ... .. j j moo•~ %/• A• 'q~ iY- •,, 's..y,r - n .°: se'r.- -:•I. tt 0°' te•rcl re _ A _ Gary and Janet Bohn 2486 Hemlock Ln N Plymouth. Mn 55441 N H 763.557.9572 N W 763.542.8881 Fax 763.542.8735 Plymoutb Qay Come7: Fadosed please find 2 sets of pichm s, groups A&B. Ono set is from the 1lmhurst Naigbbmhood in Plymotth and ire arbor set is of a Ndgbbodiood in Richfield. which has been fixed to be akb-standard and blighted and will am be demolished for redeudopmeat. Grasp A is the: Richfield Nogbborhood. Groep B is the Plymotth Nd*bmhood. This may came as a great smp+ise, but these houses are all within a two square block area in Plymouth. one block firm Medicine Latae. I also happento live in this area (we tore down an ousting cabin, and bur7t a new home two years sgo). The housea m Ibis area wake built in the early 19t10's as summer cabins. They arenow showing their ago and ommnx on defiaenaes. Because of the layout of the area and the small lot aim it is hard to remodel or build in this area. A lot of the houses aro just give a quick fix, then resold or remad just to make a quick buck. The am also tends to be very cluttered with junk and old cars. Thereseems to be a different standard in enforcement of the duster from the rest of Plymouth. I fad the area neads a redevelopment plan or strategy, as two of the houses have already been coodemoed Tho plmw I talked to. told me this area has been brmr& up tecody in their weddy Mostions There an a lot of issues to tadde and I don't prdmd to have the answers, but now is the time to start addros®g the iesures In somber recent redevdopums plan for highway 55 and ooumty road 73, elm developer told do city coumal that it ehadd biro a cousultantto aid in its vision for redevelopmast. This is a very desirable area to live m. bft close into the metro area. Frees pack is Ins than one mile away. Medicine We is one Hods away, as we11 as the newwest beads pack Some of the most oepewivehouses in Plymomb ace vAdn two blocks of b@M so it has greet potential. but d* now, it lacks visim firers and a plan. I would ask cher you develop a plan for this arm. JGary and Janet Bum a h : p , i':' s:+l r':: •. mac, ::•a: a:d: Wednesday: , .;;•, :h.,:{ s ,3Y.. yw.. AUGUST 30-e- B. SECTION 2000 1ic' •: •(:: ti}t ,t'.,:. :},r,:ic •-J waw : ` ;!•r•.... 4' G .w 1:1?. !!t:.1:. :7t::;.i 'i:• ':C ''rt. •.i': 'i :.1 '. .:i.c,':t e•i• •t': '+7k•. a•. ,;yl.:: .S _./ :i SOr u s R:i hfi 1: 1:0) V., r}tr r d ° • 1 : r,+ ' '+.. :• ill :' ' ..il: :,;t:, : ~° ..r'..: •, ,', ,:.. ::. 1 '. ... :.::.:'` . ': ..••! ".:::.. 5....•. . Cit wants : • anvil • s car: d6alershi s•'to .male wa or::Best,. u By DanWastwai.. ± promise of Tlt! district, which" against the two Walser°dealer= :<'Brad:-Guen,'.a'.law"ei':ieprey;:FStar7>76uneStofjWilar ' ' • • ' : ° represents' a: 25-year'subsidy, to • ships ib acquire the Property.: '' ' sentissY-. Walser; and • JO&..,J e BestaBuy, belped:convince the The proJect'sdeveloper,Opus''Fevtb;•!Yepiesenting Rielifibid The family ,that owns two" electrcnia' retailer. to choose Northwest, said last week that it agieed:Tuesday•that thbillEfiei=:'!< 1® Walser•auto dealerships in Rieh• : -Richfield fora Umpdi thatwould has nearly completed deals with don dfblight and the. proless.fo'r'••:;, field is suing,the' Cilcyr-]bve-.Its- !-rreplice. its curient scattering of 67 of 68 homeowners and with ' determining it Evill be•ke}! issues; plans for the Best Buy headquar-:.: hcadquatters•''ofiices' in• Eden ' about Half tit.l3 sitiaB businesses ; if the cafe goes to ttial '°,:+tf-•4;3'i; tersproJect :';';:.• 'c :' '^ PtiddeandMbinetdnka..: •;•.' • :' within•'%' tiib . redeye:ripment;'ZkilWey'.differed'tia'htivf nervy;.= The salt; filed late Moaday`iit ?:",.Tfie'tedeirelopment area is be? ' districts %=: siihflar cS§e-s'Spply to the`arcufi-i:.: 494 Hennepin County Distrii:.t;Cotltt,: khOth W. 76th ;S&eit ind inter-" . -The. Walsers have• foughi to:',. stances -° involving! Walsci s'iful P, contends: that the city.lias im= state Hwy. 494 and between Penn 'save their businesses and have "Richfield. r s .• • -.:. Eroperly.declated the homes Mid: -' and KrioxAvs. S.: , - _ outspokenly opposed the Beti ::''' ,' '• . businesses in the tedevelopinetit•':1s J -Best Buy.ts ttbt a defendant id Buy project. Their lawyers say the', WALliER eentl in on 67.1'. {: area to bi blighted in.orderR`6'stthE'Adt, tlfe'secbnd'legal:action,rredevelopment.diitrict's homes:••:=DeuefOPeis'.-..tvbffeicdUd:' justify„they: pubge :: ptiipose • iN'niti iii'week: betweeti”-the -Walsers : •'a paitmerits - and businesses; in- : niiflion jor rhe propertyiWdisrr' ;:. needs!to`'ebtablish-etatcihcrere;a'indRichfseld.Thd city has begun'citididgthide:lerships:are not°''::•artoiheyiayrs;aboutJ.aijtiihar'• Stvtam,,,iggm„skm2,;s ment financing. district. blighted.', Wafserissecking.':'. '. It's notfair," some swimmers are saying about twin Cities municipal ools andMan: a e its e:::..:!.,, ybeaclies that are cl : mgearly. But the reason is a:sliortage of lif ands. ti `; Cit:'. --f.:r 4.t+i.?::.;;i:.•':7.'::':: I he killed tx-.+. . y r > y;,'..t t.. _fl,.ry _S:: 4•:; 6..i,.a•^:;(-nE.iri:1:':I y' :. N):. r^ -, v :: .: l" , i• l. r•:-.: •. Mdd,a a wiJR 1 :r 1 ::Ms'$T-:rs tflli a(a 5 ... i .'+,..w.• n 1 t• Ras.;•! T',X +•' %r' 'r.; {,'•} '•• :. `• `i , a ,i . yZwomen. K,,::.; I It,• utrs F:w!!k?-: •'' :$: ?iir: • _ ' i .: 1, Na L-'j.gaytN•tr .n •'d-'•::'Bv:` `" . .. it•the lots wouldn't ed'A.' Os- ralinan- that "the et deeds, essed for eference—:athcr, a cc ndi- sidiss -which -has •been in enged the restriction on the was contrary to the public esota. He won in a lower Minnesota Supreme Court son '• elped form Karlin, Gross. kegel in Minneapolis, retir. tegan a second career as an his death. From 1975 to member of the Minnesota ation Board of Governors, vas on the American Bar use of Delegates until 1984. 970s he was a counsel for jard of Judicial Standards. v, he was a trustee of the dation and a director of the littee for the Weizman In - fished quite a bit, but the ne who knew him has said was a nice guy," David 3n. survivors include his ughter, Susan of San lose, randchildren tonal service will be held o IIOted 75, a founder of ty International v slices in Europe J suffered for it, her home in Al i's name is sport human rights azo Clinton said wheel h Ire Presidendal,bre ngton, D.0 , in 1994 e triumph of the hi of Milan, was seri t resistance. Duriq her parents were s ther shot and her It schwitz, where she filtrator, Sagan was I tortured. She sure prisoners of consci fr. BUDGET from Bi Advocate calls potential cuts penny-wise and poundfoolish' The impact of the county's total taxlavyon individual property -tax bills depends on a variety of factors, including the value of all property in the countyand whether home's value went up or down during the past year. A standing -room -only crowd turned out Tuesday to ask com. missioners to add to the countyHumanServicesbudgetsubmitted bylGrkwold: Under larkwold's proposal, sev. eral popular programs would be trimmed to make money available for escalating costs in other human -services programs. Much of the crowd Tuesday tes. tified on behalf of two mental- health service programs for adults. Neatly 50 speakers, including peo- ple with mental-health disorders, their family members and program advocates, lined up to put a human face on the threatened programs. Pete Feigal, president of the Hennepin County affiliate for the WALSER from Bi National Alliance for the MentallyIll• pointed out that the Apollo Cen. ter, a St. Paul drop-in center for People with mental-health disor- ders that was slated to lose half its 400,000 in county funding, helps people survive their disability. Cutting such services would be penny-wise and pound-foolish,' he said, arguing that the alternative is more costly confinement in hos. pitals or prisons. 1'm living proof that the dollars Ifor such sendcesl works. I'm one of the lucky ones who didn't slip through the cracks." said Feigal. Commissioners quickly agreed Tuesday that most o' the funding for the Apollo Center, 25 N. Dale SL. and most of tine $327,000 for the People's Network which helps peo- ple with mental-health disabilities find housing and live indepen. dently, should be restored. Commissioners are to discuss additional changes in the Human Services budget with department Best Buy, Richfield say plans allow time to resolve the suit But they said that companies challengingg public authorities gen. erallyhavelost. Gun said Richfield's methods for inspecting the homes judged to be substandard might make Walseescase diferent livable affordable neighborhood and declared more than 50 percent of the housesl were substandard: he said. "We don't think they tried vellYbardtoi ispeetthehomes." Gunn said it could take is months ormore to try the case and hear appeals on the Walsers' Suit Beall Wtuld, khrw oiiitdalssaid thry erected the suit and have alloweu time is their schedule to o1R it Coawuttion is sched- tkd 9, d0astatiia tLlletween7,tn70 an500 e cora.r,.e..x.-- _ -- eventually condemnation suit could be resoled through a negotiated settlement, but talks between Walser and Opus so far have stalled. Barbara lerich, Walser's senior vice president and general counsel, said the devel. oper's last offer is nearly $10 mil- Gon, about half of what Walser is seeking. The family members filing tite suit include brothers Paul and Andrew Walser and their father. Robert 1. Walser. who is retired. Richfield's City Council has scheduled a study session at 6 p.mTuesdaytoconsiderthedaftofan environmental -impact statement for the project. A meeting to hear Public comments on the draft is scheduled for 7 p.tn. Sept. 13. nStaffwiterLk=WarneJr. / can be contacted a, // drnsooe4ita vilbwe Som Ramsey COflnl j budge Ramsey County commissioners are continuing work on the county2001budgetandtaxlevy. Imp, - tent date$ In the budget pros. Sept 12: County Board mus.., tablish proposed maximum tax levy. Sept 25: Joint Property Tax Adv, spry Committee recommends overall tax levy for county, SL P¢ school district and city of SL PaL Oct 20: Deadline for public hear Ing if Ramsey County plans to cc tett more property taxes Lhan las year. Nov. 10.24: Truth -in -Taxation no. tices are mailed. Dec. 12: Joint Truth -in -Taxation hearing features county, school and city officials. Dec. 2d: Deadline for the Ramse•. County baard to approve a final tax levy. director Toni Faschingbauer nes month and conclude budget de liberations by mid-September. @Staffuriter Mary L)7911 Smith can be roruacwd at mhmitli@startribtme.cam Charges against do A judge ruled Tuesday tha harassment charges would b dismissed against Dr. Randle E Codman, director of a Robbins dale infertility clinic, after he an( his former girlfriend promisee not to contact each other for : year. She had accused Codman o making unwanted phone call: and visits to her home. Her alle. gadons led a Maple Grove prose. cutor to file gross misdemeanor charges of harassment and tele. phone harassment against Cod- man in May. Hennepin County District Girl died after mom The accident that ki:led •t• year-old Alexia Olson of Big 1s1 t •• Monday happened when mother fell asleep and 'it, .. stalled pickup truck along Hun 10 in Coon Rapids, police said. • lop 7 7vti 7A t J r - i- J of '!X', + , . v: ' y Y. .fir . .:- - .1, . .'' _. _.. • G i_. Y9 9yc - r AV 10 ig Aan 4 r y I 'il 7 ij n •'. r- A A 1 " G . f ` J I t. tr- y ' ia,, y, j a, f ' 8 .._ K ,,.c 1 rye „: , f _ 18 u J J 0 t 1 Ig L UWoUands Shor6land Bounds kine eke W+ I City of Plvmouth- Minnemb R, Elhurst Gateway Neighborhood 0 wmands Shorland Boundary N WE City of s Plymouth, Minnesota nib upwod m , I -mn and andaftmdlr.ammr.ddhm notan ndbt.nmro.4dl9d. I I -, .nwuaau nwn.d.M GMWW d.an apbnl ma zz". 200 0 200 400 Feet Elmhurst Neighborho N Improved Municipal Streets 0 Elmhurst Parcels N W E City of S Plymouth, Minnesota 7hb mpreemb a comp blion efinkn, ion and dab horn ft county. stab and other sowoss that has not been held verfiled. 6MomaUon should be held verified wd F g V a n win adgind source documents. 200 0 200 400 800 Feet J Location Map Elmhurst & Elmhurst Gateway Neighborhoods P N City Of w+s Plymouth, Minnesota e 71ifWambaaanq- -', dYeaeelbl.` mhllanft e"*.ddewdeernarauI= .40 0 X00 !00 I= FeetnotewerrwMtl. t+rw eheFeraew. Mew eoeaaner e wen a4rw.w.o. eeo..ee n MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOUI. EVARD, PLYMOUTH, MN 55447 DATE: November 7, 20p0 for Housing and Redevelopment Authority Meeting of November 16,2000 0 , TO: Anne Hurlburt, Executive Director FROM: Edward Goldsmith, HRA Supervisor SUBJECT: Tax Increment Housing Assistance Program (TIHAP) At the July HRA meeting the Board discussed and recommended to the City Council that the City consider the use of revenues from tax increment financing (TIF) districts to support affordable housing development. The use of up to 35% of the expenditures from any TIF district for affordable housing elsewhere in the City is permitted under Minnesota Statutes 469.176, subd. Q. and 469.1763, subd. 2. In response to the HRA's recommendation the City Council has authorized: The use of up to $75,000 per year for 6 years, starting in 2002, from the Continental Property Group TIF District 7-6 for affordable housing. This would provide up to $450,000 in tax increments for affordable housing. Holding a public hearing to consider an amendment to the Olympic Steel Tax Increment District 7-2 to authorize the use of up to $276,487 in tax increments collected through the first half of 2003 for affordable housing. In order to utilize tax increment funds made available in this manner, I am recommending that the City Council adopt the attached Tax Increment Housing Assistance Program (TIHAP). This Program has been developed working with you and the City's Bond Counsel to ensure that it meets all legal requirements. The proposed TIHAP establishes the basic policies, objectives, and process for authorizing the use of tax increments for affordable housing in the City. Major elements of the Program include: Applications for TIHAP assistance are reviewed by the HRA before being considered by the City Council. Proposals must m -A state TIF requirements, which include: o The assistance must be for rental housing. o A minimum of 20% of the units in the development must be occupied by and affordable to households whose incomes are 500% or less of area median gross income, or 40% of the units in the project must be occupied by and affordable to households whose incomes are 600/6 or less of metropolitan median gross income. o Maximum household income and rents are as follows for 2000: Household Max. Income at Max. Rent at Max. Income at Max. Rent at Size 50% of Median 500/6 of Median 60% of Median 600/6 of Median 1 $ 24,000 $ 600 $ 28,800 $ 720 2 $ 27,450 $ 686 $ 32,940 $ 823 3 $ 30,900 $ 772 $ 37,080 $ 927 4 $ 34,300 $ 858 $ 41,160 $ 1,029 5 $ 37,050 $ 926 $ 42,840 $ 1,071 6 $ 39,800 $ 995 $ 47,760 $ 1,194 S. Proposals will be evaluated for their consistency with the City's Comprehensive Plan, specifically for their o Contribution toward meeting the City's affordable, life -cycle, and housing density goals. Rental housing affordability is defined as housing affordable for households at or below 50% of the metropolitan median income. The City's current goal for rental housing is for 35% of the total developed to meet the definition of affordable housing. o Linkages with services, facilities, employment, and transolrtation. o Ability to maintain quality housing in the City. Applicants selected by the City Council to receive TIHAP assistance will be required to enter into a dev.^.lopment agreement approved by the City Council. Proposed projects currently identified for possible TIHAP assistance in accordance with the tax increment statutes have been listed in Appendix A to the TIHAP. The projects listed and any subsequent projects also identified will be subject to NRA review and City Council approval as provided for in the TIHAP. As necessary any modifications to the TIHAP or future guidelines for the Program will be subject to City Council review and approval. Adoption of the TIHAP will provide the mechanism to utilize tax increments from existing and future TIF districts, as approved by the City Council, to assist affordable housing within the City. Adoption of the TIHAP would provide the following benefits: Reduce the necessity to levy general property taxes, such as the HRA levy, for this purpose. ProvNe immediate funding without the need to accrue the additional expense of capitalized interest. Use the increment from all of the taxing jurisdictions, not just the City, to assist affordable housing. Utilize tax increment in a manner that the legislature intended it to be used. TIHAP assistance can be combined with and leverage other federal, state, and Ixal funding sources that will be needed to assist the large number of housing units to be developed in Plymouth over the next several years. Current increments could be used to front-end costs associated with TIF districts created to assist other developments. Provide the legal mechanism to allow the City to retain the $50,000 of increment that will be generated by the Olympic Steel Tax Increment District 7-2 this December upon approval of a TIF Plan amendment by the City Council. 1 recommend that the HRA Board review the attached draft of the City of Plymouth Tax Increment Housing Assistance Program and recommend Its adoption to the Plymouth City Council. Attachment a1wr i Tax Increment Housing Assistance Program (TIHAP) City Of Plymouth 3400 Plymouth Boulevard Plymouth, Minnesota 55447-1482 612)509-5000 1. INTRODUCTION DRAFT The purpose of the Tax Increment Housing Assistance Program (TIHAP) is to encourage and support the construction, rehabilitation, and preservation of low- and moderate -income housing within the City and to facilitate public improvements related to such housing. Under Minnesota Statutes Sections 469.176, subd. 4k, and 469.1763, subd. 2, with respect to tax increments spent after July 1, 2000, the City is authorized to include eligible activities related to affordable housing as permitted tax increment expenditures in an amount up to 35% of all eligible expenditures in any tax increment financing district (TIF District) established by the City for which certification was requested after May 1, 1990. Such housing must meet the requirements of Minnesota Statutes Section 469.1763, subd. 2(d), and tray be located anywhere within the boundaries of the City, and not necessarily within the TIF District or Project Area producing the TEF revenues used for such purposes. However, any administrative costs or pooling of tax increments for other purposes within the City as authorized under Minnesota Statutes paid for from TEF revenues from such TEF District are to be deducted from the 35% of expenditures available for the eligible affordable housing activities. The City will authorize the use of tax increments to fund the TIHAP by designating affordable housing meeting the requirements of Minnesota Statutes Section 469.1763, subd. 2(d), as an eligible expenditure for tax increment in the tax increment financing plan (the TIF Plan) for each TEF District designated by the City Council to contribute tax increments to the TIH.". The TIHAP is to be administered by the City of Plymouth according to guidelines and procedures approved by the Plymouth City Council. Administration of the TOW is to be consistent with the objectives of the Program and comply with all other policies as defined herein. 11. BACKGROUND The City of Plymouth's Comprehensive Plan identifies the need for the preservation and development of a variety of affordable and life -cycle housing within the City. The Plan specifies policies, goals, and implementation strategies that promote the preservation and development of such housing. The Plan specifically guides the City to assist in the provision of needed affordable housing through the use of a wide variety of financial assistance programs, including tax increment financing. From time to time the City identifies residential development within the City that requires financial assistance to provide low- and moderate -income housing eligible for assistance under the relevant State Statutes, including, without limitation, Minnesota Statutes, Section DRAFT 469.174, SON. 11, Section 469.176, Subd. 4k, and Section 469.1763, Subs. 2(d). In order to facilitate such assistance the City has created the TIHAP. lll. PROGRAM OBJECTIVES AND CRITERIA The purpose of the TIHAP is to encourage the construction, rehabilitation, or preservation of low - and moderate -income housing and to facilitate public improvements related to such housing within the City of Plymouth. To qualify for assistance under the TIHAP program, the following requirements must be meet pursuant to Minnesota Statutes Section 469.1763, subd. 2(d): 1. Expenditures must be used exclusively to assist housing that meets the requirements for a qualified low-income building, as the term is used in Section 42 of the Internal Revenue Code of 1986, as amended (the Code); 2. Expenditures must not exceed the qualified basis of the housing, as defined under Section 42(c) of the Code, less the amount of any credit allowed under Section 42 of the Code; and 3. Expenditures must be used to acquire and prepare the site of the housing; acquire, construct or rehabilitate the housing; or make public improvements directly related to such housing. In addition, requests for assistance will be reviewed against the City's Comprehensive Plan Housing Policies. In particular, the development must meet the following general objectives of the City related to housing: 1. Promote the development and preservation of a supply of quality housing that is affordable at all income levels and at all stages of the life cycle. 2. Promote development patterns and densities that link housing with services and facilities, employment, and all forms of transportation. 3. Ensure that housing and neighborhoods within the City are well maintained. IV. PROGRAM POLICIES The City desires to make the TIHAP assistance process as simple as possible. However, certain procedures must be followed prior to the City Council's approval of assistance. information regarding the program and procedures for awarding TIHAP assistance are as follows: DRAFT A. HRA RESPONSIBILITIES The Plymouth Housing and Redevelopment Authority (HRA) shall carry out TIHAP operating procedures as approved by the City Council and in accordance with applicable state statutes. The HRA will identify potential projects that would qualify for and benefit from assistance from the TIHAP program and recommend such projects to the City Council for TIHAP assistance. B. PROJECT PROPOSAL REQUIREMENTS Sufficient information shall be included in the preliminary project proposal to determine that the assistance provided will meet the objectives of the TIHAP program and the Comprehensive Plan and fulfill the requirements of Minnesota Statutes, Section 469.176. Subd. 4k, and Section 469.1763, Subs. 2(d). In order to accomplish this determination. the applicant requesting assistance shall provide, at applicant's expense, the following: I. A detailed feasibility study both from a narrative and descriptive basis as well as a financial projection for ten years into the future (e.g. cash pow proforma). Anticipated sources and uses of all funds for development of the project must be provided. In reviewing the project, the applicant must show that but for TIHAP assistance the project would not be able to economically achieve the Program Objectives and Criteria of Section III above. 2. Proposed amount of assistance and use of funds to be provided by the TIHAI . Use of funds must be consistent with uses of tax increment in accordance with Minnesota Statutes, Sections 469.174 to 469.179. 3. The number, type, and rents of housing units included in the project. 4. Number of units available for households of low and moderate income. In addition -,o meeting the reqvirements of a qualified low-income. building under Section 42 of the Code, units in the project not otherwise rent and income restricted must meet City requirements established to insure housing assisted generally is affordable by persons and ftmilics of low and moderate income. 5. Any other special characteristics of the project that make it desirable for the City of Plymouth to provide assistance to the project, such as development patterns. density, and linkages to other services and facilities, employment, and transportation. DRAFT G. The anticipated constriction timeline, including expected date assistance is needed. The City Council will need to review the availability of funds based on the proposed timeline. C. REVIEW AND APPROVAL PROCESS 1. An applicant shall submit a preliminary project proposal to the City. Staff will review the project proposal for consistency with the policies set forth in the Comprehensive Plan, TIHAP Program, and applicable state statutes. 2. Staff will meet with the developer to discuss the details of the proposed project and the requirements for provision of TIHAP assistance and to finalize the proposal. 3. Staff shall analyze the final project proposal and make a determination of the project's eligibility for TIHAP assistance. If the project .is found eligible, staff shall submit a written recommendation to the Plymouth Housing and Redevelopment Authority (HRA) regarding the TIHAP assistance. After reviewing the proposal and staff recommendation, the HRA shall make a recommendation to the City Council as to whether to approve TIHAP assistance for the project and the extent of such assistance. 4. The City Council shall have the authority, in its sole discretion, to approve or deny TIHAP assistance. If approved, the applicant will be requires: to enter into a development agreement acceptable to the City Council. 5. Prior to providing TIHAP funds to the developer, the City's legal counsel shall review all contracts, legal documents, and agreements. G. Atter such review iscompleted, the City shall provide said assistance in accordance with the proposal approved by the City Council and sb,d agreements. D. PROJECT LIST Attached as Appendix A is a list of proposed projects identified in need of financial assistance and/or public improvements necessary to provide low- and moderate -income housing in accordance with this TUMP.. Assistance to one or more of these proposed projects is contingent upon submission and review of applicant documentation as required by this TIHAP, subsequent City Council approval as outlined above and execution of the appropriate development agreement with the applicants. Projects may be added to this TIHAP by Council action based DRAFT upon review and recommendation of the HRA. In addition, the City Council may remove projects from this TIHAP or deny funding to listed projects in its sole discretion. E. PARTICIPATING TAX INCREMENT DISTRICTS The City Council may designate any tax increment districts eligible under state law to participate in the TIHAP. Districts may be designated at the time that they are created or through subsequent amendment of the applicable TIF Plan by the City Council in accordance with Minnesota Statutes, Sections 469.174 through 469.179. At the time that a VF District is designated for participation in TIHAP, the budget in the TIF Plan must include a maximum dollar amount to be contributed to the TIHAP fund from tax increments generated by that TIF District. LAND ACQUISITION Generally, the City will not acquire land for development or redevelopment purposes. If it sh^uld become necessary, acquisition of land by the City would be in accordance with. applicable policies and state statutes. V. MODIFI:ATIONS No changes to the TUTAP shall be implemented without prior approval by the City Council. Where applicable, modifications will be made in accordance with state statutes and the policies outlined in this Program. DRAFT APPENDIX A PROPOSED PROJECTS At the time of adoption of the Tax Increment Housing Assistance Program (TIHAP) the following developments have been identified as potential housing projects in need of financial assistance and/or public improvements necessary to provide low- and moderate -income housing in accordance with this Program. Additional projects may be identified by the City Council in accordance with Section IV of the TIHAP. Rottlund Homes: The Reserve Location: Northwest quadrant of 1-494 and Canadian Pacific Rail Line, north of Schmidt Lake Rd. Proposed Development: Mixed -Income Residential, 627 ownershi, snits, and 360 rental units. Status: Start of Construction 2000 - 2001. Dominium Development Location: Northeast quadrant of State Highway 55 and West Medicine Lake Dr. Proposed Development: Rental Apartments latus: Under discussion. Park Land Company: Shadow Hills Apartments Location: Northeast quadrant of Nathan Lane and 45th Ave. Proposed Development: 318 Apartments talus: Start of Construction 2000 - 2001. United Properties Location: North quadrant of Bass Lake Rd. and Northwest Boulevard. Pngsed Development: Rental Apartments. Status: Under discussion. MEMO CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447 DATE: November 8, 2000 for Housing and Redevelopment Authority Meeting of November 1 6, ,2000 TO: Anne HurlbuQ',,Executive Director FROM: Edward Goldsmith, HRA Supervisor )!J SUBJECT: Village of Bassett Creek Townhome, Exercise of Purchase Option As part of the City's Tax Increment Development Agreement with Rottlund Homes for the Village At Basset Creek Development, the HRA was granted a purchase option to acquire, prior to re -sale, townhomes that had been originally sold at a City negotiated discount price by Rottlund Homes. The discount amounted to a $10,000 reduction of the sale price of seven of the Village At Bassett Creek townhomes. This purchase option was granted in the "declaration. of restrictive cpvenante that was filed at the time of the initial sale of each of the discounted units. Under the "restrictive covenants" the subsequent resale price of the townhome was limited to an amount no greater than the original purchase price adjusted by the total percent change in the average sale price for homes in the metropolitan area as reported by the Minneapolis Area Association of Realtors (MAAR) for the calendar year in which the home was originally purchased to the most recent calendar year for which a sale price is available. The "declaration of restrictive covenants" had been filed with these properties in order to provide for the long-term affordability of these units. The owner of one of these discounted townhomes has contacted HRA staff regarding a sale of her townhome to the HRA in accordance with the purchase option. The home originally sold for 111,500 in January, 2000. Although a full calendar year has not yet occurred since the unit was sold, the City Assessor has suggested prorating the increase in value based upon the most recent. information available from the MAAR. Based upon the most recent 12 month information available from the MAAR, values have increased by approximately 12%. Applied to the original purchase price for this :mit we estimate that the maximum price calculated according to the terms of the "restrictive covenant" would be approximately $124,900 in the first calendar year. This compares favorably with the original un -discounted price for the home of $121,500 and the 134,250 maximum price for affordable homeownership units. Regardless, of whether the HRA exeroises its right of first refusal or not, the resale of the unit is limited to the maximum price, unless the owner exercises her option to "buy-out" of the restrictive covenant by paying the HRA the amount of the purchase discount as adjusted by the calendar year increase in the average area home sale price. Upon an offer to "buy-out" the "restrictive covenant" the owner is free to sell the home at an open market price. a Co If the HRA exercised its purchase option, it would own the home and be responsible for utilities, maintenance, and the monthly homeowners association fee ($100) until it was re -sold. A benefit of the NRA acquiring the property is that it could be marketed in conjunction with the HRA's First 'rime Homebuyer Program assistance. We could also revise the "restrictive covenants" to improve the long-term affordability criteria and re -sale provisions. We would maintain greater control of the affordable re -sale of the property. In addition purchasing the property would preclude the owner from buying -out of the "restrictive covenant" to sell the home at market price. Funds for purchasing the home could come from the HRA's Affordable Housing Account. Tile costs for holding the home until sold could be factored into the HRA's re -sate price for the home. Upon sale of the home the Fund would be reimbursed. The HRA could market the home through persons looking for homes with assistance from the HRA's First Time Homebuyer Program, the various social service agencies serving Plymouth, the City newsletter, and Cable 12. Given the experience of the high demand and quick sell-out of the original Village At Bassett Creek homes; along with. the current strong home sale market, re -sale of this horn should go smoothly. Several options are available to the HRA regarding the exercise of the purchase option: Exercise the option with a proration of the maximum sale price based on the latest 12 month home sale values from the MAAR. Offer to negotiate a lesser sale price rather than prorate the maximum sale price. Decline to exercise the option or negotiate a purchase. I recommend that the HRA Board authorize the Executive Director and designated staff to negotiate. a purchase agreement for an amount not to exceed the estimated maximum purchase price of $124,900 for the property at 944 Trenton Lane North, Lot 41, Block 2, Village At Bassett Creek, PID 36-110-22 24 0064. . it -"I .irsa .w..r*=11.mar