HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 11-20-1997PLYMOUTH HRA
STAFF REPORTS
NOVEMBER41997
AGENDA
PLYMODTN NOOSING AND REDRVRLOPARWAONOR177
Nm+anber20,1997AT M. P.M.
McAidne Lake Cost neves Roan, P4 a4 Nall
I. Call to Order
2. Approval of October 16, 1997 Minutes
3. 1996 Community Development Block Gnat (CDBG) Consolidated Annual pefformance
Evaluation Report (CAPER) and Annual Cittwm' Participation Meeting
4. of Affordable Housing Funds to the Plymouth Housing Alliance and
Authorization of Additional CDBG Funds to Community Builders for the Development of
Owner Occupied handicapped Accessible 'Homing
S. Raallocation of Previous CDBG Program Year Funding to 1997 CDBG Program Year
Activities
6. Plymouth Towne Square:
a. Monthly Homing Reports
b. Resident Satisfaction Survey
c. Plymouth Towne Square Operating Deficits
7. Authorization to Eiu cto Financing and Relatdd Agreements for Development of the
Shenandoah woods Apartments
8. December 10 Public Hearing for Re-mocatlon of CDBG Funds for Shenandoah Woods
9. FYI: City Council Action one Housing Revenue Bond Application for Plymouth Oaks
Apartme10. Other Business
11. Miourmnent to Reconvene one Monday, December 1, 1997 at 6:OOpm in the Public Safety
Training Room
i • 'Ift
MINUTES •
y PLYMOUTH HOUSING AND REDEVEI.OPMENT.AUTHORM
t October 16,1997
PRESENT: Chair David Crain, Commb donors Pkb" Pebtring and Brian Helmken .
ABSENT: Commissioners John Edson and Brad Brown.
STAFF PRESENT: IOTA Supervisor Ed Goldsmith, Senior Ckakfl"M But Peterson.
OTHERS PRESENT: Council Member Ghmy Black and PTS Manager Melody Burnham.
A meeting of the Plymouth Housing and Redevelopment Authority was called to order by Chair
David Crain on October 16,1997 at 7:00 pm.
APPROVAL OF MINUTES
MOTION by Com`3ssioner Helinken , seconded by Commissioner P .1string to recommend .
approval of the Sept. 19,1997 minutes.
Vote. 3 Ayes. MOTION ADOPTED UNANIIAOUSLY.
3s.. PLYMOUTH TOWNE SQUARE MONTHLY HOUSING REPORT
PTS Manager Burnham gave the monthly report for Plymouth Towne Square. Burwell Roofmg
has patched the roof damage fiom last winters ice removal. A refrigerator has been purchased for
the Activities Room. A petition is circulating among the residents for a stop light at the
intersection in front of Lifetime Fitness. The new full time caretaker starts Monday, Oct. 20 and
the new part time caretaker has already started.
Commissioner Pelstring asked about zone motors which were refned to in the report as being
replaced. They are part of the base board hot water hosting system and need to be replaced
periodically. The Third Year Anniversary Party was held last Tuesday and the first annual craft
sale will be held on Saturday. Proceeds will go toward a catered Christmas dinner for all
36. 1998 OPERATING BUDGET FOR PLYMOUTH TOWNE SQUARE
Supervisor Goldsmith discussed the adjustments which have been made in the Housekeeping and
Plant Operations areas of the budget to assure adequate maintenance of the building.
Replacement reserve payments were reviewed and increased by 20%. This budget includes the
fust rent increase of 2.5% of the maximum netts. Residents' projected social security increases
have been taken into consideration.
Plymouth Housing and Redevelopment Authority
October 16,1997
Pop 34
Maintenance work will now be performed by the full time caretaker. He has maintenance
experience. This will substantially reduce the amount of maintenance work that has been
contracted to Walker during the past year.
3b.1. PLYMOUTH TOWNE SQUARE 1998 DEFICIT - SUPPLEMENTAL REPORT TO
THE OPERATING BUDGET
Supervisor Goldsmith distributed a supplemental report at the meeting recommending anincreaseinthedepreciationscheduleforPlymouthTowneSquarefrom30to40yearsto
eliminate deficits' projected for 1997 and 1998. Commissioner Pelstring asked about the bonds.
They are 30 year bonds held by the city. It was suggested that it might be a good time to marketthebeds.
Commissioner Hebnken wanted to know what Commissioner Edson's opinion was on this
situation. Housing Supervisor Goldsmith said Commissioner Edson had mentioned that he
would favor an extension of the depreciation schedule, but had not discusaed marketing newbonds. Commissioner Pelstring was not in favor of raising rents or garage rents for this reason.
Chair (drain was not in favor of a 40 year depreciation schedule. Commissioner Pelstring wasnot -in favor of changing it.
Chair Crain wants to have further discussion about this matter at the next meeting. A legal
notice of remincrease would only be required to be given to the five tenants directly affected bytherateincrease. However, we do want all residents to get a notice so they know what is beingdoneforthembytheHRA.
Chair Crain had minor questions on the budget. Utilities is one ares of concern. The other is
payment in lieu of property tax (PILOT). It should not be going down. [PILOT b computed
om resident rents less the cost of atWtles and tush hanNug. For 1998, odUda and trash
hauling are eadmated to increase more than resident rents, thus the decrease in PH.OT.1CommissionerHelmkenquestionedthereplacementofthelandscapingbarkchipswithrock. He
suggested mulch could be used instead, which can be gotten free from the City.
Chair Crain moved approval of the operating budget including a $3,000 increme in UtilityExpensesandeliminationofthe $4,100 for replacement of the landscaping bark chips with rock
under Capital Expenditures, and a 2.5% increase in maximum rents while tabling final
consideration of the depreciation echedule until next month's meeting.. Commissioner Pelstringsecondedthemotion.
Vote. 3 ayes. MOTION carried unanimously.
Plymouth Housing and RcdevelopmeM Authority
October 16,1997
Page 33
3C. AWARD OF A CONTRACT TC U48TALL SOFFIT VENTILATION, REPLACE
MISSING FASCIA, SECURE REMAINING FASCIA, AND RZ41NSTALL CLOCK
MND AT PLYMOUTH TOWNE SQUARE.
Commissioner Pelstring moved that the HRA award the contract to Seised Window and SidingsecondedbyCommissionerHelmken. ' ec
Vote. 3 Ayes. MOTION carried imeoimomly.
4. RECOMMENDATION TO CITY COUNCIL REGARDING CONTINUED
PARTICIPATION IN THE METROPOLITAN LIVABLE COMMUNITIES ACT
PROGRAMS FOR 1998.
Chair Crain moved that we recommend to the City Council that it elect to contnne its
PolhaPitim inPogroms eaibloW under the Metropolitan Livable Communities Act for 1998,
seconded by Commissioner Brian Helmken.
Vote. 3 Ayes. MOTION carried unanimously.
A Moniterlog and Iespeebon Services for New Low Income Property Ta: C lassificadon
Supervisor Goldsmith explained that by offering to provide the monitoring and inspection
servicea, the HRA could use the program to promote greater participation by landlords in the
Section 8 Certificate program. Although this would crease additional staff workload, the HRA
would receive compensation from the Minnesota Housing Fine= agency and the potential
benefit would outweigh the additional workload.
MOTION by Commissioner Pelatrprg, secoodcd by Chair Crain to adopt HRA Resolution 97-12
Budwrift participation in the monitoring and inspection program of the Minnesota HousingFinanceAgencyfortheQPropertyTaxChwficwtKa
Vote. 3 Ayes. HRA RESOLUTION 97-12 unanimously adopted.
OTHER BUSINESS
No other business was presented.
Meeting adjourned at 8:50 p.m.
R
MEMO
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN 55447.
DATE: November 10, 1997 for Housing & Redevelopment Authority Mating of
November 20,1997
TO: Aoae`flwl Executive Director
FROM: Milt Dald; cemg Specialist Edward Goldsndt SUPWAM
SUBJECT: 1996 Community Development Block Grant (CDBG) Consolidated Annual
Performance Evaluation Report (CAPER) and Annual Citizens'
Participation Meeting
Recently tine Department of Housing and Urban Development (HUD) changed and expanded on
some of the reporting requirements for communities receiving federal block grants. The previous
Grantee Performance Report (GPR) has been replaced with the Consolidated Annual
Performance Evaluation Report or CAPER, as it will be known. This report contains many of
the semis basic elements as found in the GPR but also requests additional evaluation and analysis
by the administering entity. This change was brought about in part by HUD's latest computer
mainframe system, the Integrated Disbursement and Infoirnation System (IDIS). IDIS has been
designed to reduce year-end reporting and paperwork while allowing for more up-UWM
tracking of finances and the progress of activities.
Last year's 1996 Annual Report of Housing and Redevelopment Authority Activities served as
the fiamework for a good part of the narrative portion of the 1996 CAPER. To eliminate
duplication, I would recommend that in the fimm annual reports to the HRA conform to the
fiscal year, i.e. July I -June 30 rather than the calendar year as has been the past practice.
Comments by the general Public at this mating relative to CDBG programs and activities, will
be made a part of the 1996 CAPER
The Plymouth HRA is required to hold at least two public matings each year to "provide
adequate opportunities for residents and mWested representatives of local groups and
organizations to be involved in making recommaendadons as to the use of CommunityDevelopmentBlockGranttirmds." A meetipg notice was published in the official City
newspaper, the Plymouth Sun Sailor, as was an announcement in the Community section of the
Um paper. The neXt public mating relative to future CDBG fumdmg and programs will be held
sometime in February. This will be the required public hearing for the 1998 CDBG program
yew ung.
Should HUD require that all information, including citizens' comments, be a part of flue 1997
CAPER and be submitted to HUD within 90 days of the end of the program year, it will be
necessary to hold the citizens public iofamation mee ft' in August or SqftmberpubeshearingfortheWeposedannualCDBG of 1998. The
g yam•
P would still be held in February of the
I therefore recommend that the ERA Board of Commhdonera godwrim the wjmodveDirectortosubmitthe19% Consolidated Annual Pahrman" Evaluation Report to theDepartmentofHousingandUrbanDoi'elopmeat at the earOM poodblo date.
Attachment:
1996 Consolidated Annual Performance Evaluation Report
hM%U=wIUO5ftW= pwti
2
J
CONSOLIDATED ANNUAL PERFORMANCE EVALUATION REPORT
City of Plymouth, Minnesota for CDBG Program Year 19%
Reputing Period: Jmuwy 1,1.996 -June 30,1997
The following Consolidated Annual Performance Evaluation Report (CAPER) describes who
ac:c, I ishments and progress the City of Plymouth has made during the past 1996 program year
relative to its action plan, its strategic plan and other HUD requirements. First it should be noted
that the 1996 program year started on January 1, 1996 and ended June 30, 1997. This 18 month
program "yeah' was the result of two Hennepin County entitlement cities, Bloomington and
Plymouth, entering into a consortium with Urban Hennepin County for purposes of coordinating
planning, consolidating federal program requirements and accessing federal program funding. It
was required that the two entitlement cities. change their program years (previously on a calendar
year) to conform to the County's program year (fiscal year). Hereafter the program year for
Plymouth will run from July 1 to June 30.
The City of Plymouth did not receive federal funding during the past program year for HOME,
HOPWA or ESO activities. All information in this report will relate either to CDBG program
funding or other local resources.
This report will contain the following information:
L A description of the use of CDBG funds and other resources during the program year;
EL An asses by the City of the relationship of approved activities to the priorities and
specific objectives set out in both the Consolidated and Action Plans with specific
attention to the highest priority activities;
13L Explanation for reasons, if any, of changes in program objectives and indicate how the
City would change its programs as a result of its experiences;
IV. Numeric data on extremely lowincome, low-income and moderstaincome persons
served by each activity when this information is required to determine eligibility;
V. ' Strategies described in the Consolidated Plan and whether they were implemented,
VL Summary of Progtess
VI L Promotion of Fair Housing Activities to address issues of housing discrimumon,
VUL A dewription of leveraging of other resources end the results,
DL Pursa of other resources by the HRA,
X. A summary of citizen comments,
XL A self-evaluation of the HRA in its effurts to matte maximum use of all its resources,
XI L A listing of reports made available to interested parties.
L Description of CDBG Program AdhMm and Other Resources
The Plymouth Housing and Redevelopment Authority (HRA) is responsible for administering
the Federal Government's Community Block Gnat Program for the City of Plymouth. F.ech
year, the U.S. Department of Housing and Urban Development (HUD) provides financial
assistance to the City of Plymouth in the form of an annual federal Qrant. The grant amount
varies from year to year, depending on both the formula established by HUD as well as the
amount of funding approved by Congress and the President. In 1996 the City of Plymouth was
awarded a total of $323,000, which was equal to the amount awarded in 1995.
In 1996, the Plymouth City Council approved a funding schedule proposed by the HRA
recommending program appropriations by activity types. Table 1 shows the activity types with
funding initially approved based on the City's best estimate and funding ultimately received
showing adjustaoents for program income and additional funding finally approved by Congress.
JLVM I'd : ,sig_
1. Housing Rehabilitation Program 103,000 120,865
2. Affordable Housing Assistance 73,500 113,050
3. Hammer Reside-, ices 30,000 30,000
4. Greater Minneapolis Day Care Asaaciatim (GMDCA) 23,500 23,500
S. West Tonka Community Action Neturork (WeCAN) 7,500 7,500
6. Community Action for Suburban Hennepin (CASH) 7,500 7,500
7. City of Plymouth Park and Recreation Scholarsbips 51000 5,000
S. Training & Resources to Attain Individual Long -Term Success 2,000 5,450
TRAILS)
9. Administration 52,000 52,000
Totab 304,000 364,865
The total amount of 1996 CDBG program foods was estimated at $304,000, including an
anticipated $4,000 in program income in the Housing Rehabilitation Program. The Council
approval provided that 85 percent of all CDBG funds i2 excess of $300,00 would be allocated to
the Affordable Housing Assistance program end 15 percent would be allocated to the TRAILS
pi rip Funding to these two programs was thus increased by $19,550 and $3,450
respectively. Program income earned by activity and additional funding is added to the initial
funding allocation and is shown in the second column in the above table
All plumed program activities are city-wide in scope. Activities are not to be concentrated in
any one area in order to maintain a dispersion of low/moderate persons throughout the
commmity mod avoid undesirable concentrations.
A description of the use of other community resources is outlined in the City's 1996
Consolidated Plan. A copy of that report is attached as an addendum.
Hanoi= Rehabilitation Program
In 1975 the City of Plymouth issued a gaunt to an elderly couple living in a converted cabin
within 30 feet of Medicine Lake. Their well had gone dry and the City pont helped to pay for the
cost of hook-up to City water. This assistance marked the emergence of the Home Rehabilitation
Pr: gram and it has run continuously ever since. Approximately 175 homes have been improved
since that first grant was awarded.
Demand for assistance has varied from year to year with 1996 having the largest number of
applicants processed for assistance. This was due to an excess demand for assistance that started
in the summer of 1995. Applications received in 1995 were held over for nearly a year until the
next yea's fumdimg became available in early 1996. A total of 29 applications have been
received since February 1995 and many of these applicants have now been approved for
assistance. Work is being completed on seven homes where repairs were started in late 1994 and
early 1995 but were delayed due to the excess demand. Applications for emergency repairs are
given a first priority with other applications approved based upon date of application.
During the 1996 program yaw, 18 homeowners received fimding for a variety of home
improvements. A total of $105,329 was expended through June 30,1997. A total of $23,351 of
program intone was received during the 18 month period.
Considerable effort was put into revising the Housing Rehabilitation Guide in 1996. This revised
guide was approved by the HRA on November 19, 1996. One of the major features of the
revisal guide is its empbsis on cummiging homeowner applicants to wilize other funding
sources where available and appropriate before the City's funds. This will allow the HRA and
City to assist more resjents.
fordable Honda Ambience
This activity is also m*ned to as the Plymouth First Time Homebuyer Program and has
provided financial assistance to first time homebuyers since 1990. For the last two years the
HRA has made an effort to combine this assistance with programs sponsored by the Minnesota
Housing Finance Agency WA). In 1995 the City of Plymouth participated in the MHFA
Minnesota City Participation Program (MCPP) and in 1996 we began participating in the MHFA
Community Activity Set Aside (CASA) Program.
Under the CASA program a total of one million dollars in mortgage financing at 6.8% interest
has been set-aside by MHFA for first time homebuyers in In City of Plymouth. Five area
lenders have been approved by MHFA to qualify buyers under this program. The lenders are
Residential Mortgage Group of St. Louis Park, Family Mortgage of Plymouth, Inland Mortgage
of St. Louis Park, Bell Mortgage of St. Louis Park and Norwest Mortgage of Maple Grove. A
total of eleven first time homebuyers closed on Plymouth residences between 1/1/96.6130/97
utilizing $818,187 in CASA mortgage money. Another five first time homebuyers were
approved for MHFA Minnesota City Participation Program fundimg through Urban Hennepin
Comity.
Five of the homebuyers who received CASA mortgage money also received City First Time
Homebuyer Program assistance funded with CDBG money. As of program year end, a total of
93,026 of CDBG fimdimg has been expended on this activity. The program generated $20,000
in income for the 18 months, ending the year with a balance of 520,880.
One of the most challenging aspects of making this program work in Plymouth is the high cost of
housing in the City. The MHFA programs limit the purchase price of a house to under 595,000.
Every year lousing under this amount in Plymouth becomes less and less available. Rarely will
a first time hombuyer find a single family detached home selling for under $95,000. We have
encouraged MHFA officials to mise the maximum sale price but they have responded that state-
wide the limit is reasonable and their funding is fully expended each year. The CDBO program
funds do not have this price limitation but potential Plymouth homebuyers still face the vary
serious shortage of homes priced at an affordable level.
lElfammer Reddenees
This non-profit corporation serves developmentally disabled and other special needs persons by
Providing group housing moons in the communities of Plymouth, Wayzata and
Minnetonka. Hammer Residences have provided this service for over 70 yeas. Currently, 13 of
these group homes ase located in Plymouth. In 1996, the City allocated $30,000 toward
handicapped accessibility innproverums at the Tyler Residence to provide for a wheelchair lift to
a physical therapy area in the basement. This work has boon completed and residents aro now
able to enjoy access to a large open area for physical therapy.
Greater Mlnneaaolds DAY, Can Assocktion (GMDCA)
The OMDCA provides Gumcial assistance to qualifying families to cover the cost of day care for
their children. Subsidy payments aro based on family imams. This activity has been funded
with City CDBO fimds for the last 13 years. Daring the last tion years the HRA has provided
fiom 520,000 to 525,000 annually. In 1996 this activity received 523,500. As of the end of
June, 514,622 had been expended leaving a balance of $8,878. By June 30, a total of 12
households with 19 children receiving child care services have boon assisted with sliding scale
assistance payments to their day can providers.
West Tanks CommusW Action Network (WeCAN)
This year was the first time the HRA provided a gram award to WeCAN, a iron -profit agency
serving thirteen western Hennepin County suburbs. A total of $7,500 was allocated to this
agency to assist unemployed and under -employed Plymouth residents to find jobs or to receive
job training. WeCAN served 20 residents during the program year with 13 participants placed in
jobs or career training programs. The average wage at placement for the 10 persons placed in
jobs was $9.95 per horn. WeCAN used its fimding allocation from the HRA forjob counseling,
outreach and job development along with the cost of priming, mailing and supplies for the
Plymouth component of the Jobs Program Job Link computer services.
Commus W Adieu for Suburban Bennenis (CASK
The HRA has provided funding for this non-profit agency in the past and reallocated fiords for
the 1996 program yeas. For 1996, the HRA awarded $7,500 to CASH to fimd two of its
programs offered through its HOME Line prognun: tenant counseling services and mortgage
foreclosure prevention counseling. As yet a final request in reimbursement has not been made
by CASH but a report released to the City shows that the Tenant Hotline had taken 270
unduplicated calls and the Homeowner Counseling service had conducted 25 unduplicated
counseling sessions during the 18 months ending June 30,1997.
Cies+ of Phrmorth Park and Recreation Scho4hi
1996 marks the third year the HRA has provArl. m"ag to this City sponsored program. This
program is designed to enable youngsters ftai a Unm krt?*'e families to enjoy Park and
4
Recreation Department programs at a reduced cost. A total of $5,000 was made available for
scholarships for the 19% program year. As of the end of the program year, $3,040 hod ban
expended to provide assistance to 86 youths from 46 low income households to attend 148
classes.
Trabilog and Raornrew to Attain iluMvidud Lonaderm Success URA0.81
The City has been r :+faborating with the Housing Authority of St. Louis Parlt for two yeas on a
Family Self -Sufficiency program encompassing both communities. Initially $4000 in 1996
Plymouth CDBO fimft was allocated for this activity but an additional $3,450 Was made
available when the find 1996 grant award was determined by HUD, bringing die total allocation
amount to $5,450. These funds are being applied toward the co*t of administering the program
in Plymouth. During the bast progrsm year, 33 household heads were assisted with counseling
services with 29 persons in the very low income category. Gosh established for die program
have been exceeded.
Other City Resomrea
The City has also provided funding for a variety of public service purposes over the years
through its general fund. Table 2 shows funding approved by the Plymouth City Council by
agency for the 18 month program period: The 1996 funding approved is added to the 1997
fumding and is exactly one-half the amount approved by the City Council fa that year with the
exception of the fumding approved for Suburban Alliance. This agency was dissolved in 1996
and a number of Hennepin County suburban communities cooperated in paying off its
indebtedness. Therefore the entire amount of fiimdimg is included in Table 2.
Table 2.Other City Rssomrees Provided dmrimt 19% and First Six Months of 1997
Ai' Fundiat
Senior Cavantunity Services Senior citiva outreachS 17,390
West Suburban Mediation Amist int madietrog tenant/landlord diaputes 6,000
Interfaith Outreach end
Comanauty Partners
Hume$ services for low income familks/persons such as
housing asst ance, transportation and food shelves
22,500
Tears Alone Crisis intervention 3,000
Wert Medicine Ldw
Comm Center
Senior citizens' meaft speodmntd of facility 6,300
Suburban Allison o* Human se vieeslclow out costa for dissolution of 22.112
YMCA Detached work pwpam 4,118
PRISM Human services for low income flunilk4ersens 8,500
NW Hennepin Homers
Services Council
Humor services plmnimg and programa 14,814
HomeFroe Battered woos' shelter located in City 49,418
CONECT CcUdx retive Tenant finuilyfioullord intervention on site 5.750
Resource Inc. SqWW of Eat by Action 1,500
Total Finift in 1996 and Fist Haff of 1997 S161,402
Table & Total Number of Plymouth Households and/or ifndi usle Sewed, CDBG
Program Year, 1996
E. Aaessmeat of Approved Aetly W to PrlorNa and Ob, i of Approved Phos
As a number of the Hennepin County consortium, the gW3ved Strategic Five Year Plan
outlines throe basic goals, as follows:
1. provide doom housing;
2. provide a suitable living environment; and
3. expand economic oppormaities.
Ten specific items are listed in the City's Consolidated Plan that have a high priority need. They
will be listed below with reference to any aocomplishaaents, as appropriate:
Infeasonxture Improvements, including improvements for flood draimage, waterstreet,
sidewalk and sewer were all included in this category. However, the planned development of
sites for affordable new housing construction failed to materialise during the 1996 program
year. Efforts aro still underway to secure affordable property.
Senior Services. See Table 2 regarding timdimg specifics.
Child Care Services. The City has continued its practice of providing Greater Minneapolis
Day Caro Association with CDBO funding to assist lower income families with day case
assistance. A total of 12 households wen assisted.
Aceesar'bility Needs. City Parks Department has made at least one playground a year
handieap accessible since 1994. The City's general fumd has provided for most of these
improvements bowever, CDBO funding was used for improvements in 1994 and 1995.
The City's Action Plan delineates the followh4local objectives to be undertaken:
Increase opportumtke for docent affordable housing for low/moderate-income families,
including both homeownership and rental housing.
Maintain and improve the quality of existing housing in the community.
Provide serviced diet respond to the needs o low/modeiataincoame families for opportunities
for self-su6ciency and a docent and safe environment.
Work with other agencies to support and encourage for housing and to improve lamdlord-
temant relatima.
The eight rgprmrod activities by the City aro listed in the table and indicating how they are
ranked by priority:
Table 4. Approved CDBG Activities end Remldng by Priority Lrvd for CWs Conselblaied
Plan and Action Plum daring the 1996 Program Year
Aetivi Consolidated Plan Action Plan
Rehabilitation Medium to 19 High
Affordable Housing Assistance Low to High Hr .
Hammer Residences
4
High
OMDCA Hi High
WeCAN LOW Medium
CASH High Medium
Pads & Recreation SohohurWu High Medium
TRAILS LOW Medium
Most of the approved activities are in the highest priority renicing group. CDBG funding is
limited, therefore only a few activities can be umdertalcen in any one year. The HRA has also
found that a limit on the number of activities assists in a more dkient and cost effective method
of delivery of services to residents.
HLReesons for Possible Changed in Progrem Objectives
At the present time there bas been little consideration of changing any of the count program
objectives. The HRA is looking into assisting low income renters with some of its 1997 CDBG
fumding due to a growing scarcity of affordable rental units for this iceome group. Otherwise no
immediate clump in objectives is contemplated.
IV. Numeric Dote by Activity
Following are two tables showing both the mmmber of households served and the number of
individuals served for the 18 month period emdimg June 30,1997.
Table S. CbeneterMtia of Households Served, CDBG Program Year, 1996.
Ineoeme
C
Activity MNWM Low W6eo me&
Ethnle Category
Htrpaek Adea
Pkdik
hila
Alden
RemeM
HmM Toll
EM Rdwb 2 4 6 0 0 0 0 4 1 6
AZIMOIS HOUSUM 1 3 2 4 1 0 0 0 4 1 3
OMDACA -6 6 11 0 0 0 1 10 12
TOTALB 11 12 21 1 0 0 1 18 23
Table (• Charaeterlsik of Imdividuab Saved, CDBG ?MMsa Year, 199L
V. Strategies Described In Consolidated Plan
The following issues are addressed in this section:
Condrunan of cue for the honeleaa: While the City does not directly reference this issue in
its Consolidated Plan, homelessness is addressed in detail in the Hennepin County
Consortium Consolidated Plan on pages 96.100 of that report. One strategy outlined is for
the continued support of collaborative efforts made over the last decade by various groups in
the public and private sector in creating a responsive network of housing and support
services for homeless aMts, families and youth in Hennepin County. barfaith Outreach
and Community Partners along with CASH are two non-profit public service agencies that
have continued working with others to address the needs of the homeless. Currently CASH
has a staff person who concentrates much of her efforts on training volunteers to assist
homeless individuals and families into better jobs rod more permanent housing. A total of 96
families were served by CASH volunteer offorts during the 1996 program year with 82% of
the families in a minority category.
The City has, for a number of years, provided funding to ldission,lne. a social serviceagency
involved in rehabilitating substance abusers and providing safe housing and advocacy to
battered women and their children. This non-profit agency has a 38 am campus in Plymouth
serving elderly nun in a 104 bed nursing home, a battered women' shelter (HomeFree)
serving 30 homeless women and children per night along with 107 beds of transitional
lodging for chronically chemically dependent persons. The last two years, 1996 and 1997,
the City, through its general find, provided 532,945 each year to the HomeFree battered
women' shelter.
cIal needs of persons that are not hosaeless but requkv sypportive housing (Including
persons with XIV/AIDS): The Hennepin Cquaty Plan references this issue and strategies to
deal with it on pages 100-102 of their report. The City has continued to provide CDBG
funding for such special needs housing managed by Hammer Residences and proposed by
The Community Home Program. Hammer Residences now has 13 group homes in Plymouth
with The Community Home Program poised to develop a duplex group hate in only 1998.
Obstacles to serving ru*rserved reeds: No significant obstacles seem to exist to serving
uedeo-served needs, short of the lack of funding experienced in most communities. This
issue will be given more attention in the f tura.
IMM
category
Nodente low
zdmk Categoay
Pollak
Headed ToWW61kMwkHbpmkAdoIadim
Padlle Akd=
Hammer Residence 0 4. 4 0 0 0 0 no dela 4
W OCAN 2 18 18 1 0 1 0 7 20
CASH 293 0 0 G 0 0 0 0o data 295
Park k Reereatisn 34 0 49 0 s 0 0 38 34
TRAILS 4 29 25 8 0 0 0 32 33
TOTAIA 355 Sl 94 9 S 1 0 77 406
V. Strategies Described In Consolidated Plan
The following issues are addressed in this section:
Condrunan of cue for the honeleaa: While the City does not directly reference this issue in
its Consolidated Plan, homelessness is addressed in detail in the Hennepin County
Consortium Consolidated Plan on pages 96.100 of that report. One strategy outlined is for
the continued support of collaborative efforts made over the last decade by various groups in
the public and private sector in creating a responsive network of housing and support
services for homeless aMts, families and youth in Hennepin County. barfaith Outreach
and Community Partners along with CASH are two non-profit public service agencies that
have continued working with others to address the needs of the homeless. Currently CASH
has a staff person who concentrates much of her efforts on training volunteers to assist
homeless individuals and families into better jobs rod more permanent housing. A total of 96
families were served by CASH volunteer offorts during the 1996 program year with 82% of
the families in a minority category.
The City has, for a number of years, provided funding to ldission,lne. a social serviceagency
involved in rehabilitating substance abusers and providing safe housing and advocacy to
battered women and their children. This non-profit agency has a 38 am campus in Plymouth
serving elderly nun in a 104 bed nursing home, a battered women' shelter (HomeFree)
serving 30 homeless women and children per night along with 107 beds of transitional
lodging for chronically chemically dependent persons. The last two years, 1996 and 1997,
the City, through its general find, provided 532,945 each year to the HomeFree battered
women' shelter.
cIal needs of persons that are not hosaeless but requkv sypportive housing (Including
persons with XIV/AIDS): The Hennepin Cquaty Plan references this issue and strategies to
deal with it on pages 100-102 of their report. The City has continued to provide CDBG
funding for such special needs housing managed by Hammer Residences and proposed by
The Community Home Program. Hammer Residences now has 13 group homes in Plymouth
with The Community Home Program poised to develop a duplex group hate in only 1998.
Obstacles to serving ru*rserved reeds: No significant obstacles seem to exist to serving
uedeo-served needs, short of the lack of funding experienced in most communities. This
issue will be given more attention in the f tura.
Foster and maintain dbrdable housing: The City's Consolidated Plan, on pages 3 and 4,
shows some ways the City has addressed Nis issue. The City's rental housing licensing
program, is one example. This program warns property owners of the need to do essential
corrective repairs in a timely fashion. City staff also mats with nonprofit affordable
housing advocates on various issues to promote and maintain affordable housing. City staff
has also worked with developers and property owners to mob application to appropriate
agencies and lenders to maintain or to produce affordable housing. A recent example
occurred in late 1996 when the homeowner association board of a 219 unit lower cost
townhome development built in the 1970s6 approached the City for financial assistance to
make essential improvements. The City has utilized recent state legislation allowing for the
use of a special improvement district including only that development. HRA staff also made
application for this development to the Federal Home Lan Back to assist lower income
homeowners pay for the improvements. This process could take up to two years to complete
but will maintain a very affordable townhome development in the City.
Mmiiate barriers to affordable housing: The City Plan cites some of the barriers to
affordable housing on page 2 of the Consolidated Plan. One of the most difficult barriers to
address is the strong market demand for higher cost housing in the City. During 1996 the
City passed a revised zoning ordimmx that reduced minimum lot sizes, set -back, and public
improvement requirements in the City. The City has also addressed this issue by
encouraging proposals for higher density affordable housing. .
Overcome ggpr In Institutional strwturea: The City does not face significant gaps in the
institutional structures in the community, however there are state and/or federal regulations,
taxing policies and processes that hamper affordable housing. One current N1 VA housing
program requursment for first time homebuyer applicants, limits the purchase price of
housing to $95,000. For Plymouth, and many other Twin Cities' suburban communities, this
purchase price should be more realistically set $15,000 or 520,000 higher.
Public housing and resident la tlatim: The City has no public housing, however the
Plymouth HRA does own a 99 unit subsidized senior housing projecL This ln'oject.
Plymouth Towne aqua% was opened for occupancy in 1994. it does have a ressidents'
council and resident volunteers do participate in the management of the property.
Lead-basedpaint horarda: The City Consolidated Plan delineates its strategy regarding lead-
based paint hazards on page 7 of this report. The City refers suspected cases of lead-based
Paint poisoning to the Hennepin County Health Department.
Compliance and monitoring : Contractual agreements are established with all grantees
receiving CDBO fimding. As well, City staff normally makes annual monitoring visits to the
offices of the various subgrantees.
Reduce manber offmntllea to poverty: The City Consolidated Plan references this issue on
pages 6 and 7 of the Plan. City and CDBG finding have gone to help fund employment
training and job placement services, one of the best strategies to reduce the number of
families in oovertv.
VL $ammary of Progress
The following CIS- shows the progress relative to quantitative goals/progress/target dates for the
1996 CDBO pmlrm finding period:
9
Table 6.Oumditdve Goa e/Provesefraraet Data Mar Proaxam Year 1996
Goal Indksmnr ojPlnogrrss Target DAM ofFleas*
sv be by:
Rehabilitation of 16 single family homes 6 homes rehabilitated 6/30/97
Development of 3 single Amily building No activity during W30/97
ales
Rehabilitation of one handicap group Rehabilitation begun and 6/30/97
home I completed
Attached is a menw, titled
Communities Act Programs for 1998 that describes in detail some of
program year in providing more available and affordable housing in
the City.
VU Promotion of Fahr Hooaog Activities
Under the CDBG rarilstions the HRA is required to promote fair housing activities to address
issues of housing discrimination. To this end the HRA elected to continue its participation in the
Suburban Hennepin County Fair Housing Initiative. The initiative provides funding to promote
fair housing choice, testing, enforcement information and referral in suburban Hennepin County.
The $1,500 allocated from the HRA General Fund for 19%. was matched with 52,000 from the
City of Bloomington, and $55.000 from the Hennepin County CDBG program. Services for the
For Housing Initiative are provided by The Suburban Hennepin Anti -Racism Coalition, the
Minnesota Fair Housing Center, and the Housing Discrimination Law Project of the Legal Aid
Society of Minneapolis wider contract to Hennepin County.
A report titled Analyzing Impediments to Fair Housing Choice in Hennepin County. MN was
developed by the Censer for Urban and Regional Affairs (CUBA) under direction of an advisory
group including Wives from CASH, Legal Aid Society of Minneapolis, MRA and the
Hennepin County Office of Planning and Development. This report was submitted to HUD in
19%. 'It provides the basis for City staff in evaluating actions that can be taken to overcome
these impedimr ads.
VUL A Description of Leveraging of Other Resoarees
The HRA has done several Wings to leverage other resources to more effectively multiply
benefits to low and moderate income persons. Following is a listing with the results:
During 1996 the HRA continued to use the City's authority to issue tax-xempt housing
revenue bonds to leverage additional resources for affordable housing Throe rental projects
benefited during the program year fiom this funding source allowing 81 rental emits to be
available for persons with incomes under 60%6 of the area medium income. The HRA also
segued a guarantee of an annual bond fix of 530,000 to be paid to the HRA to support
affordable housing for a minimum of ten years and a maximum of 20 years.
The HRA provided CDBG finding for five first time homebuyers eligible for MMA CASA
mw%W. The CDBG money helped with downpayrrsent and closing costs to enable those
five families to purchase their first home.
10
City staff have wotlted directly with
ObWmMdeveloperstoencourageandassisttheminassistancefromlocal, state, and federal sources. During the program year, sleff dayassigedredevelopersinobtainingMEOWforHUD202fundingfora46lowincomeMmOrrental
H apartments; low income housing tax cwt, funding from dee etaousingFinanceAgency, Hennepin Cody federal HOME funds, Metropolitan CouncilHOusingItecentiveFunds, Family Housing Fund easistenee, andAuthorityfundingWWW* $2,874,500 for a 64 unit mixed alis public Housing
include 46 units (7294x) affordable to that will
persona with income below 60% of median; and taxwentfundingof $3,290,000 to assist in the development of 6S for -sale townhomesaffordabletopersonswithincomesbelow80% of median plus 6 units of family publichousing.
IX. punk of Other Resources by the =A
The Primary funding source for programa to benefit low and moderate Income limns has beentheYhmstdCDBGprogram, The HRA has also bead Minta Housing FinanceAB7' (MHFA) housing funds and made application for Community Activity Set -AsideCASA) end. along with Hennepin County, Minnesota City Participation Program (MCPp) ung. The City was suocesful in being approved for funding in both lnsta m.
Revisioaa m the City Housing Rehabilitation Loan program guidelines plaees a greater emphasisonInformingapplicantsforthecityprogramoftheavailabilityofotherrehabprogramfunding. When other finding sounes see available and the homeowner is income eligible for thusProgram, the homeowner is required to also apply for that funding.
HRA $aff have been successful m obtaining eowibutions Som businesses to hepthecogsof
combined with the HRA self-srrffciency program. These contributions have been18mfadingtoprovideadequateadministrativedollars.
X. A Summaryof Ckten Comment
As of this writing no citizen comment have been received. A meeting apes to the public toreceivecitizencommenthasbeenadvertisedfor7:00 p.m. On Thursday, November 20, 1997beforethePlymouthHRA. Any citizen cow made at that meeting will be added to this
XL A SdGevaluation of the BRA as to the Maximum Use of All Available Resources
The HRA has continued to expand it role and influence in the City over the last four yearsrelativetomaltingavailablemorepublicseiviceprogramsandtoincreasetheofaffordablehousing. This has occurred each year sintion of HRA Sethenew
supply
aseeeatdin1993whichallowedallowedtheHRAanditstaffmoreupervisorwas
programs could be enhanced and °pP°tY explore how existing
promoted. expanded or new proms and fimdmg mechanisms added and
11
In most respects the HRA has maximized the use of all available reaources. Some examples are
as follows:
The take over of the administration of 29 Section 8 vouchers formerly administered by the
Metropolitan HRA. As of June 30, 1997, the number of voucher holders increased to 38
clients. This is in addition to the 147 Section 8 cuffWates the HRA staff was administering
ae of Jun; 30,1997.
An increase in the number of apartment owners willing to accept Section 8 clients went from
13 apartment complexes in December 1995 to 18 in June 1997.
The cooperative venture between the Plymouth HRA and the St Louis Park Housing
Authority continuing a family self-sufficiency prograrn benefiting Section 8 clients in both
cities.
The achievement of full occupancy, in 1996, at Plymouth Towne Square, the City's only
subsidized senior housing projecL This 97 unit project required an arcual subsidy of
approximately $240,000 in 1996, an amount funded wholly by the City taxpayers through its
HRA tax levy. As for as we know, Plymouth may be the only Metro community with a
senior housing project funded solely with local City tax dollars.
In 1996 the City took the lead in developing the City's response to the requirements of the
Metropolitan Livable Communities Act (MLCA). The Plan received very favorable reviews
by the Metropolitan Council and housing advocacy groups in the mdw area The HRA
Supervisor has taken the initiative to implement the City's Housing Plan through meetings
with The Rottiund Company, CommonBond Communities and Fransen Real Estate regarding
their housing proposals with a focus on achieving the City's Livable Communities housing
goals. The City Council bas agreed to commue participation in the MLCA during 1997.
Since August 1, 1996 new stale legislation went into effect that authorizes cities to mate
Housing Improvement Aress (IBA) for the purpose of making improvements to private
residential property in a specific area end charging the costs to the affected properties. In late
1996 the Shenandoah homeowners association petitioned the City Council to consider the use
of this authority to effect necessary improvements for their 219 unit development The City
approved this request. making Plymouth the second city in the state to create a MA to
facilitate needed improvements. This development has some of the most affordable home
ownership units in the city. HRA staff has also made application to the Federal Home Loan
Bank for improvement grants to lower income homeowners in the HIA.
The HRA Supervisor has been active in representing the HRA and the City in several local,
state-wide and regional initiatives for affordable boom. This involvement includes
membership in the National Association of Housing and Redevelopment Officials (NAHRO)
and the Minnesota Association of Local Housing Finance Agencies. Meetings are held
regularly with the local office of the U.S. Department of Housing and Urban Development
HUD) with staff from other housing agencies as to Sacticn 8 end public housing programs.
The HRA Supervisor has been very involved in discussions on trine Hollmm lousing units
recently made available to metro area communities. He also has been actively participating
in an initiative of the Mimespolis-St Paul Family Housing Fund and the McKnight
Foundation to develop mechanisms that support the development of well designed and
managed affordable housing in suburban communities. Another area of HRA staff
involvement has been in the development of The HousingLink, a metropolitan affordable
housing clearinghouse and information center that is being established to work with
12
affordable housing providers, social service agencies, low and moderate income centers, and
other government agencies to improve the system of lilting those in need of affordable
housioa to available resources.
In 19%. the HRA was designated by the City Council to administer the Plymouth Economic
Development Fund (PERF). During the year. the HRA helped to establish the guidelines for
the Fund. The Fund will be capitalized from the first $100.000 in principal plus intens- to be
paid by Vadum Rs in repayment of a loan from the Minnesota Department of Trade and
Economic Development's MM) Economic Recovery Program (ERP). The establishment
of the PERF will allow the HRA to provide loans at favorable terms for business activities in
the City that could ereate new jobs, increase the tax base, or leverage other needed economic
development funds.
For the first time. the HRA participated in two area home remodeling fairs in 1996 as co-
sponsors along with several other cities in the western metro areL HRA staff was actively
involved in the planning, promotion and operation of one of the fairs while having a lesser
role in the other.
The City and the HRA participated with local businesses in organizing the first Plymouth Job
Fair to connect low and moderate income persons in Plymouth and the City of Minneapolis
with growing job opportunities within the City.
XII. A Listing of Reporb
The following repot b are available to the public at this time
1. 1995 Hennepin County Consortium Consolidated Plan
1996 City of Plymouth Consolidated Plan
1996 City of Plymouth Action Plan
4. Analyzing Impediments to Fair Housing Choice in Hennepin County, MN
S. 1996 Annual Report of Plymouth Housing and Redevelopment Authority Activies
6. Financial Summary, for Plymouth CDBG Funding 1996 Program Year
7. Rehabilitation Activities for Plymouth CDBG Funding, 1996 Program Year
mow®.r...
13
4/
MEMO
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUPII,.MN 53447
DATE: November 12,1997 for Housing & Redevelopment Authority Meeting of
November 20,1997
ev
TO: Anne Hurl6irrt Executive Director
FROM: Milt Da[eiing Specialist through Edward Goldsmith, HRA Supervisor
SUBJECT: Re -authorization of Affordable Housing Funds to the Plymouth Housing Alliance and
Authorization of Additional CDBG Funds to Community Builders for the
Development of Owner Occupied Handicapped Accessible Housing
On March 20,1997, the HRA Board approved the expenditure of $25,000 to the Plymouth Housing
AWz= toward the purchase of a single family lot for the development of an affordable handicap
accessible hone. One provision of the approval was that the purchase of the lot would have to
occur within six months, i.e. by September 20, 1997. During that tune, no suitable lot was found
that was appropriately zoned, reasonably priced and/or acceptable to the prospective homebuyer.
To assist in financing this venture, HRA staff provided the leadership for the Plymouth Housing
Alliance, Commumity Builders and Interfaith Outreach and Community Partners (TOCP). to make a
combined application to the Minnesota Housing Finance Agency (MHFA) in July 1997. The
request was for $40,000 in fumding to assist in the purchase of two lots. This request was approved
by NWA in late September. Over the last several mouths, two prospective properties came up for
consideration. Both properties consist of two vacant adjoining lots for sale m single family zoned
districts One ism the Seven Ponds Addition now County Road 24 and Medima Road; the other is
located along Xenium Lame and 30 Avenue North. The price of the lots is between $50,000 to
60,000 each. Preliminary negotiations have been eared into with owners of both properties.
The Plymouth Housing Alliance has requested that the HRA m4uthoriae the $25,000 previously
approved to help m the purchase of these properties. Concurrently, Community Builders has
requested an increase of up to $5,000 in its previously approved 1997 CDBG finding of $20.000 as
pmarmera in the purchase. Community Builders has also requested that the Board approve a revision
in its previously approved program to allow for the purchase of a vacant property rather than an
existing house.
Both non -profits aro also seeking direction as to how the HRA Board would prefer the land
ownership to be structured. One option considered has been a land lease to be held by one or both
of the non -profits. This would provide more control over the property as to property maintenance
issues and resale to future lower income homebuyers. Two potential concerns with a land lease
arrangement are the availability of financing for future re -sales and the long-term ownership by a
nonprofit entity. Any future financing problems could be eonected by selling the land to any future
homebuyer and the HRA could assume ownership of the land if the non-profit ceased to exist.
Funding for these two projects would come from two different sources. Last March the Board
approved the use of 525,000 from the MRA's Affordable Housing account for the Plymouth
Housing Alliance request. Funds are still available in that account. The funding for the Community
Builders' request would cone from the City's CDBG account. A total of $21,752 remained as a
balance in the 1996 CDBG Administration account as of the end of the 1996 CDBG program year
on June 30, 1997. Staff recommends that up fo $5,000 be reallocated from the Administration
account to the Community Builders activity. Further, staff recommends that these funds be
expended for the purchase of property meeting the guidelines outlined in the application for MHFA
finding by June 30,1998.
I thereforo recommend that the HRA Board approve the hDowing:
The use of up to $25,000 from the HRA Affordable Housing account to assist the Plymouth
Housing Alliance (PHA) and its partners, Community Budden and Interfaith Outreach
and Co::um mW Fortson (IOCP) In the purchase of a siogle &b' tot by June 30, 1998,
and that its development conform to the guidelines found In the MRA's application to the
MHFA and that the selection of a site be subject to HRA approval.
The ase of up to 55,000 in additional CDBG assistance designated for the purchase of a
single famQy lot and that this funding be reallocated from the 1996 CDBG Administration
account, subject to City Council approval. In addition, that Community Builder's request
to permit a change in Its program description in its original request for $20,M be
approved to allow for the purchase of a vacost property rather than the rebabWtadim of
an existing single family home. Further, it Is required that the properly be purchased by
June 30, IM and that the property's development eosform to the guidelines found in the
ERA's application to the MWA and Chet the selection of a site be subject to HRA
approvd.
The consideration of a land lase arrangement retaining ownenhip of both single family
lots by the non-profit orpokations or with an entity they establish. In the event that the
moa -profit or„-auizatlous case to exist, the Plymouth HRA would assume ownership of the
bad.
Attachment:
Letter from Rhonda Ferran, Executive Director of Community Builders
Novalber 12, 1997
Milt Dale
Housing Specialist
City of Plymouth
3400 Plymouth Boulevard
Plymouth, Minnesota 55447-1482
Dear Mr. 1 zle:
In January of 1997 Cotmtmity Builders requested a CDBt3 grant of up
to $25,000 to assist with the acquisition .and rehabilitation of a
single family home in Plymouth. Co®unity Builders was granted
20,000 for this project.
In July, Community Builders joined a collaborative effort to build
two handicap -accessible single -homes in Plymouth. The Plymouth
BRA, Community Builders, Plymouth Alliance and Interfaith Outreach
Joined together to work as this project. An application for
additional funding was submitted to the Minnesota Housing Fiaaac6
Agency (NBFA) for this project. In Septemmer, www s Board
approved $40,000 in funding for the project.
Community Builders is requesting permission to utilize the CDW
funds for the handicap -accessible housing project rather than an
acquisition/rehabilitation project and that the.CDBt3 funding be
increased by $5,000 to help meet the additional costs associated
with this project.
If you have any questions please phone me at 559-4944. Thank you
for your consideration.
Sin9prely,
Rhonda Farren
Executive Director
Cammuaity Builders
13025 34th Avenue Nath -Plymouth, M1nne6ae-(812)559-4844
r)
MENTO
CITY OF PLYMOUTH
3400 PLYMOUTH BOULEVARD, PLYMOUTH, MN. 55447
DATE: November 12,1997 for Housing & Redevelopment Authority Mating of
November 2019'977
TO: Anne Hurli Executive Director
FROM: Milt Dousing Specialist through Edward Goldsmith, HRA Supervisor
SUBJECT: Reallocation of Previous CDBG Prop= Year Activities Funding into 1997 CDBG
Program Year Activities
Within the but nine months, there has been a growing demand for housing rehabilitation assistance in the
City. During 1996, $52,840 was expended, while over $107,375 has been spent through September 30,
1997 for this activity. As of September 30th, time was a balance of $42,857 in the rehaW.9tation account.
I estimate drat this balance is insufficient to adequately handle current applications through the program
year ending on June 30, 1998. Currently a total of eight applicants are on a waiting list until more funding
becomes available. To serve these clients, I recommend that excess funding from prior CDBO year
activities be reallocated to make sufficing funding available for the Housing Rehabilitation Loan program
through the end of June t998.
As indicated in another memo to the Board, Community Builders is also requesting an additional $5,000 in
funding from the HRA for to 1997 program year. Should the hoard we merit in these two needs. I
suggest looking at two specific CDBG activities that are either inactive or where excess funds are
available. The two activities are The Community Home Program with an unused balance of $1,750 and
Program Administration with a balance of $21,783 at the end of the 19% program year (June 30, 1997).
The Community Home Program expenditures have ban completed and the unused funds are not needed
for this activity. The Tana of 1996 Program Administration funds are excess funds that can be re-
allocated. This amounts to a total of $23,533. I am recommending that up to $5,000 of this amount be
reallocated to Community Builders as per their request and that the remainder o318,533 be reallocated to
the Housing Rehabilitation Loan proerem. No public hearing is required on this proposed change as the
total amount reallocated is under $25,000 and no new activities are created. City Council action is
requited for these budget revisions.
I dwrd ro recommend that the HRA Board adopt the attached resolution requesting City Council
approval of the reallocation of 51,75037 from The Community Home Program activity and21,783.19 from the 19% Program Administration activity of the City's CDBG Program to provide
an additional 55,000 to the 1997 CDBG Community Builders activity and an additional SIS,S33.56 to
the CDBG homing Rdmbilitatim Ivan Program.
Attachment:
Draft HRA Resolution 97-13
BRA RESOLUTION 97-13
BEOObIIYl1 1DING REALLOCATION OF 1996 FISCAL YEAR COMMUNITY
DEVEWPhUNT BLOCK GRANT (CDBG) FUNDS FROM TWO ACTMT= TO THE
HOUSING REBA11111TATION LOAN PROGRAM AND COMMUNITY BUILDERS
ACTIVrrM9S
WHEREAS, demand for assistance to m ab needed home unprovements has exceeded lite funding
available in the current allocation for me City's Housing Rehabilitation Loan program; and,
WIMREAS, additional finding is also needed to assist in the development of a8ordable bondicap
accessible housing as per a request from Comommity Builders; and,
WHEREAS, unexpended thmds are available in previous year CDBG activities apecifrcally
Program Administration and The Community Home Program; and,
WHEREAS, on November 20, 1997. the Plymouth Housing and Redevelopment Authority
HRA) bald a regular mating to discuss the propped reallocation of CDBG binds;
NOW THEREFORE. BE IT RESOLVED BY THE HOUSING AND REDEVELOPMENT
AUTHORITY OF TILE CITY OF PLYMOUTH, MINNESOTA. that the Ambority recommends
to the Plymouth City Counc a diet it reallocate from the 1996 CDBG budget, any unexpended
account balances from Program Administration and The Community Home Program activities up
to a total of $23.533.36 to provide up to $5,000.00 to Community Builders and $18.533.36 to die
CDBO Housing Rehabilitation Loan Program.
hra%staff epMn resolution 97-13
WALKER MANAGEMENT, INC. #
MONTHLY HOUSING REPORT
r)s report is to be completed by the Housing Manager and submitted to, Janet Lindbo Chief Operating Oflm of
walker Senior Services at 3737 Bryant Avenue South, Minr:espolis, Minnesota 55409, by the 10th of the month
following the report month.
COB04MTY NAME: PLY41OUTH TOWNE SQUARE
NUMBER OF UNITS: 99 Imde mwmt Living Unit
0 Assisted Living Unit
REPORT MONTH: October 1997
Name of person completing this report Melody Burnham, Housing Manager
OCCUPANCY
A. Total Number of apartments leased (including caretaker units) at beginning of month: 99
Total Number of apartments leased (including caretaker unita) at end of month: 99
B. Occupancy Pereent at end of saomt6: 100%
C. Attach Monthly Marketing Report for detailed information.
D. Vacant aper- 1(s) for October: 0
Va nt apartment(s) for November: 0
E. Move-in's Anticipated for November. 0
F. Move Out anticipated for November: 0
II. FOOD SERVICE: Not Applicable
RESIDENT SERVICES
f A. Attach copy of report month's mwveletter and activities calendar.
B. Attach copy of report month's minutes from Resident Council Meeting.
C. Resident Issues:
3rd Anniversary Party
1 It Craft Sale
Going Away Party for April
Halloween Party
Greeft cards increased to 5.75
Constance Livermore moved in
Flu slot clinic ffom Walker Community Services
IV. MMJM AND GROUNDS ISSUES
Outside water sprinklers flushed out
Owens fall check of boilers resulted m repairs
Window washer rescheduled for later in the fall
HRA okayed soffet venting bid - set up for November
Parking lot repairs done
V. HUMAN RESOURCES
New caretakers started
Once caretaker resigned
BUDGET CONTROL
Inst any Account Receivables over one month past due and action taken:
None
VII.
Budget approved by IBCA board with small changes
Held 3rd Anniversary Reception
Held April's going away party
Held Halloween Party
TWO rrrw caretakers started
Toured several other Walker fiWm s
VIII. GOALS FOR REPMT MO DEmmbsA
Have windows Washed
Train new employees
Schedule soffet venting company
Plan holiday party
Schedule activities for the holidays
Contact Plymouth Creek Elementary
J
RESIDENT COUNCIL
OCTOBER 99 1997
Those present were: Barbara Buchholz, Mary Disch, Bettie Allison,
Dorris Whyte, Lil Niggeler, In Smoots, Melody Burnham and Kathy
Boesen.
Barbara opened the meeting, there was no old business.
NEW BUSINESS
Barbara read a suggestion from one of the residents aboid the
possibility of purchasing a large capacity (commercial) washing
machine for the building, for the tenants to be able to wash large rugs
etc. Melody will look into it.
Dorris noted that the school would like it if the residents could
continue to collect TP rolls, paper towel rolls, egg cartons and brown
bags for them.
Bettie purchased a Nesco Roaster with a convection oven, for PTS to
use for its functions. The cost was $129 + tex. This may also be
used by the residents if you are using the Parry Room or Dining
Room.
Melody went over the Resident Fund and the new form we will be
using.
Melody asked the council if one of the board would be a greeter for
our Anniversary Reception. Barbara and Lil will do it.
There will be vents installed in the building sometime in November.
The Resident Cards will be taken over by the Resident Fund rather
than Melody's budget.
Melody has hired two new caretakers, Sally will be our Part-time
caretaker and Mike will be our Full-time caretaker.
The council decided what will be given to April for a going away gift.
Melody is checking into another type of light for the puzzle room
The PTS Craft Sale was discussed.
The Get -Together for November will possibly be a Chow Mein
Dinner. '
It was brought up how hard it is for some residents to meet there
Pizza Delivery at the front door.
MONTHLY OCCUPANCY REPORT
PLYMOUTH TOWNE SQUARE
October 1997
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I Autumn!!!! This is Oc.tobei"and the celebration"of )our third year at:, .
Ply-nouth Towne Sq are.' The past' to ,o years that I. have bee nrhere have flo«m b,,;..' "A'
forme as I am sure the pastthree'have four your. It is aa great to time reflect back to o
the beginning and all"6f the changesjwe as a grouphave seenrµAt the anniversary,,,{ party,
I would like each of your to bring your memories with you and share theme-++ y`
tfr N n. With
the group „ ,: t s •, v tF f' , ,. On
a more serious note I need to remind you to help with the security; of the', ,# , building.
As you know; several cars in the garage were`gone tl4ough a couple of;, .. weekends
ago..You can be reassured that all of the- garage door openers codes had ebeen
changed due to this. We still do not know who or how they got m, but it is a y 'I
reminder
that we' all to. be more cautious and`'constantlyr aware of our surroundings.
When coming in or going out of die garage you need to stop and« make
sure that the garage door gees dow and no one"else,comesbin,X If you ever" see
anyone come m, call the office or call'the police. Th dice are our friends an r R.. ...•.. .
yrv. o. - :.• ,pt• it
is their job to help protect each and every one 'of us. Yc _ . an call 525-6210 is
their non -emergency number. It was mentioned at the resident meeting that if you :+ w ..... . .•
w.friAl-:ML4L.'.:WL.L4F'V.I1141:rh•4.•••.y.t•.," Y.•..I., .jFb.. The -
seeanyoneevenonourpropertythatdoesnotbelongtherecallthepolice. , "I he s . .
more
we all help, the less came we will have. If I was a burglar and;saw squads" coming
and checkmg'on the building ofto en, I certainiy would go t, another building. It
is recommended that if yoi"are having pizza delivered that you n;eet the pima. person
at the'frontUby doorand not let them have `e opportun5t) to roan thele building.
This is just one of a number'of things that we can do to help secure the
HEARTBURN
What is heartburn?
3eartburn (also known as acid indigestion) is
a painful burning sensation at the base of the
breastbone. Although heartbum is not a
major health threat, the pain can be so intense
that it is mistaken for a heart attack.
Symptoms
A burning sensation behind the breastbone.
Nausea, belching or bloated feeling, a sone
throat from acid reflux.
The following are symptoms of a heart attack
that differ from those of indigestion:
Intense chest pain, perhaps radiating to
the neck, jaw, back or arms.
Breathlessness. t -
Fainting.
Numbness in a limb.
Sudden nausea and vomiting.
Cold clammy feeling.
Sweating.
What causes heartburn?
Heartburn is caused by a backflow of stomach
acids into the esophagus. Certain foods or
circumstances greatly increase the risk of
heartburn. Overeating, consuming alcohol,
cigarette smoking, and eating fatty or spicy
foods can lead to acid indigestion.
How is heartburn treated?
Prevention is the best approach to controlling
heartburn. Eat small meals and avoid or cut
back on aspirin, coffee, cigarettes and
alcohol. Avoid wearing tight belts and other
onstrictive clothing. Wait at least two hours
before lying down after eating. Also, avoid
bending over immediately after a meal. If
FCOMMM n s"Ma.nn
heartburn occurs after going to bed, use extra
pillows or elevate the head of the bed.
When should I see a doctor?
If the pain is unusually severe and is
accompanied by nausea or vomiting,
numbness in a limb, or a cold clammy
sensation, it may -be heart attack instead of
heartburn. If these symptoms occur, seek
immediate emergency medical aid. A doctor.
should• be consulted if heartburn occurs on a
regular basis (two or three times a week).
ANGINA
What is angina?
Angina is a temporary pain or tightness that
starts in the chest and sometimes radiates to
other parts of the upper body. It comes on
suddenly and usually lasts only a few
minutes. It most often occurs when there are
extra demands on the heart, such as during
exercise, emotional stress, and exposure to
cold or wind.
In severe cases, angina , occurs at
unpredictable times, and attacks are
increasingly difficult to control. This is
called unstable angina and it is often a
forerunner of a heart attack.
Symptoms of Angina.
Chest pain behind the breastbone.
Pressure, tightness or burning in the
chest.
Pain radiating to the amass, neck, jaw or
back.
Chest pain that occurs during exercise,
after a heavy meal, on a cold windy
day, or when under stress.
Warning! See a doctor as soon as possible if
angina attacks become more frequent or
severe. Such changes are often a warning
sign of an impending heart attack.
What can I do to reduce the risk of an
angina attack?
Decrease the risk of an angina attack by
identifying and controlling factors that trigger
chest pain. For example, avoid running
upstairs or racing to catch a bus or being
outdoors on cold, windy days. Anger and
stress provoke angina.
A medically supervised exercise conditioning
program can increase tolerance to physical
activity, improve heart function, and help
build collateral circulation to the heart
muscle.
When should I see my doctor?
Recurrent chest pains, shortness of breath,
and other symptoms of angina warrant prompt
medical attention. If the pain does not
subside quickly or you have other symptoms
that may be associated with a heart attack, go
to the nearest hospital emergency room.
Angina tends to be a progressive disorder and
is often, but not always, a predictor of a heart
attack. In some people the condition can g
on for many years with little change. Others,
however, may experience the increasingly
frequent or severe attacks of unstableangina.
1s angina dangerous?
The pain is not dangerous but it is a warning
sign of heart disease.
What can I do to avoid angina?
Stop smoking.
Lose excess weight and start an exercise
program, but check with your doctor fust.
Lower blood pressure
Eat several light meals a day rather than
fewer large ones, and rest after eating.
Do not go out on extremely cold days.
Reduce stress.
SUMMARY OF THE WORLD 6611
If we could shrink the Earth's population to a village of precisely
100 people, with all existing human ratios remaining the same, it
would look like this:
There would be 57 Asians, 21 Europeans, 14 from the Western
Hemisphere, including North and South America, and eight from
Africa.
Fifty-one would be female and 49 would be male. Seventy would
be non-white, while 30 would be white. Sixty-six would be non-
Christian and 33 Christian. Eighty would live in substandard
housing. Seventy would be unable to read. Half would suffer
from malnutrition. One would be near death and one would be
near birth. Only one would have a college education. Half of the
entire village's wealth would be in the hands of only six people
v3nd all six would be citizens of the United States.
Those of you involved In the "Pin OK" program, please
put your cards out before you go out for dinner, so
your checker will not worry about you. Also remember
If you are going to be gone overnight, be sure and let
your checker know.
a tw
Remember to put in a work order to have any
ofyour door decorations sprayed!
FALL BACK IN TIRE FALL - Daylight Sassing
Jlme Ends, Sunday October 26th. Turn your
clocks back!
WA"*_V=11ftWR4"
a .
YON Are Ushering iN Another ball. Nntoucheb A"b freslllm "ew.
so here 1 come to ask slow Gob if 4001 renew me too?
forgive the maml errors that 1 mAbe llesterball
Arb let me tr4 Agan+ bear Gob. to walk close in 6114 WAll.
But F.&Aer 1 Am Well aware 1 calla make it on m#4 own.
So take "I'll hallb Allb Kolb it tight for l call't wAllc Alone.
The price of the PTS greeting cards will
now be 75 cents!
If you have any ideas for a service project for Christmas,
please let Joyce McCaughey know.
There will not be a GET TOGETHER in October!
Welcome to our new terutant
Constance Livermore in Apt.3191 t t
SPECIAL GOING AWAY PARTY FOR
A1'R1L, AFTER THE RESIDENT
MEETING tKT013£R 23RD.
OCTOBER RESIDEATMEE7 MG
THURSDAY,OCTOBER 23, 1997-1:00 P.M.
vatouer 3 - SKYLARK - The sequel to Sarah, Plain and Tall. A
Hallmark Hall of Fame film staring Glenn Close and Christopher
Walken.
October 10 - TO DANCE WITH THE WHITE DOG- The
sudden appearance of a mysterious white dog reawakens a widow
to the joys of life and shows him the power of his wife's undyinglove. Hume Cronyn and Jessica Tandy.
October 17 - A PERFECT WORLD -Kevin Costner plays a
convict who kidnaps a child instigating -a massive manhunt, led byClintEastwood.
October 24 - A MOTHER'S PRAYER - Linda Hamilton stars in
the triumphant, life affimning story of a young single woman who
discovers she is HIV-positive and how she tries to fmd a new
family for her eight year old son. Also starring Bruce Dern and
Kate Nelligan.
October 31- GOLD DIGGERS - Christina Ricci and Anna
Chlumsky team up in an exciting, high-spirited adventure for the
entire family. Two teenage girls search for a legendary treasure,
relying on their loyalty and friendship to survive the treacherous
caverns of Bear Mountain.
2MW . I )OC -Costumes
juggested (not required)! Prizes given to the best costume. FUNANDGAMES! (* & See you there!
664
OC7 DBER BIRMDAYS
Viola Soucy
Keith Benson
Barbara Buchholz
Joyce McCaueh-y
Leona Peterson
Elaine Leonard
Mary Wilson
Eleanor Napolitian
Shirley Skay
Dorris Whyte
Sally Ruppert
October 7
October 8
October 8
October 9
October .1.6
October 17
October 18
October 23
October 23
October 26
October 29
P ` • • -
il
g
i
Apt. zzs
Apt. 314
Apt. 124
Apt. 221
Apt. 125
Apt. 309
Apt. 321
Apt.. 207
Apt. 112
Apt. 327
Apt. 329
Flu shots will be given at PTS on October 20th from
10-12:00 a.m. The cost is $10 or if you have Medicare
Part B, the cost is FREE. (Bring your card with you).
There will be a sign up sheet on the bulletin board by
the office so we will have an accurate count. The
Wellness Clinic will still be held that day from 9-10:00.
EJNG VIDEO CABLE - The Disney Channel will move to Basic
service effective 10/1/97. On September 30th they will add
Home and Garden on Channel 68 (60 if cable ready) and Animal Planet
on channel 57 (95 if cable ready). December 1 st, Fox News will replace
MSNBC on Channel 58, (channel 96 cable ready). QVC will move to
Channel 46. You will no longer be able to aet the Tra.,P1 r -hannad
I
SEMMBER 25,1997
RESIDENT MEETING
Barbara Buchholz called the meeting to order.
Melody reported on the Resident Fund
COMMITTEE REPORTS
BINGO - going ok
CRAFTS - we have more tickets for the raffle to sell in the office for the Craft Sale which will
be on Saturday, October 18, 1997 from 9-3:00. We are also still taking dowWons.
GARDEN - everything has to be out of the garden in a couple of weeks.
GET TOGETHER - then will not be a Get Together in October.
SPECIAL BRUNCH - thanks to those of you who bought your tickets ahead. Then will be a
few tickets sold at the door.
MANAGEMENT REPORT
Remo your clothes from the dryer as soon as you can so others may use it. If not residents
have the right to remove them aid put them on top of the dryer.
Melody read a note to the residents informing them that April will be leaving on November
1st.
Melody has not yet hired anyone for the full-time or the part-time caretaker.
PTS Security - remember not to let anyone in our building unless they are here to see you.
Remember this building is only as safe as you will allow it to be.
Meet your Pizza Delivery person at the front door, rather than let them in the building.
If you are having company in any of the party rooms, tell them not to let anyone in the
building they do not know.
Remember children cannot play pool without supervision.
October 14th will be the PTS Anniversary Reception. PTS will be 3 years old. There will be
special music and special guests. Sign up on the bulletin board.
Windows will be washed on the outside in October, we will have to remove your screens
ahead of time.
Air Conditioner covers will be delivered.
City council member Tim Bilsoe came and talked to the residents about the cross -walk on
36th and Plymouth Blvd.
The September birthdays were read.
The meeting was adjourned and we finished with cake and coffee.
Tbmsquare
ReskNd Fund
Ban one n
91 Hoeft 6 00 553.00
912/77 Gel ether 544.00 44.00
9977 PTS Paper supplies 14.7(514.72)1
7025/77 Polly Cash 5100.(5100.00)1
924/77 Notebooks for musk 94.95 85
9024/77 Brunch su les 151 5151.45
70.60 843AXI 5666.36
October 1997
Monthly Planner
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MEMORANDUM
TO: ANNE HURLBURT
ED GOLDSMITH
FR.: Donne Masts, Regional Director of Operationewimse
Date: October 1997
RE: PTS Monthly Report for September 1997
Mooddy Financial:
September Financial Statements (see attached).
Guest Room Rentals - Guest room was rented for 1 day
Laundry - this reflects timing on emptying the machines
PO/Apamnent Rehabilitation - reflects new carpeme for caretaker umit
GA/Advedshe - costs associated with advertising for caretaker positions
GA/Meetings and Seminars - con of attending annual NWU meeting
GA/Purchasod Sery - contract for copier maintenance
Oceupaoey/Marketiug:
97 units leased plus 1 caretaker.
r September Housing Report: includes Septamber Resident Newsletter
Punt Operations:
Had moup pmW imaded in garage
Cabinets refinished in caretaker unit
Gargage openers reprogrammed because of theft
Fnma repair work started.
Resident Services:
Planned Anniversary Party for October
Councihoo n Tim Bildsoe spoke at resident meeting with regard to petition for stop sign
Planned first craft sale
Arthritis Foundation talk
Special Brunch last Saturday of the month
If you have any questions, Please contact me at 827-8363
CC: Janet Limdbo, Melody Burnham
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CIDER ASIETsi
PETTT CwB.
CRECIIISB • OPERATIONS
SA9IW0 - STORITT 011MITs
ACOOOETS EECEI96BLE-TENARS
AC 111 EEIMMI-Olm
INTEREST ROII9AKII
PIMIo INIUMCI - illEfAl
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TOTAL OWER ASTM
POPENTT. PLANT. AO O0IPWER:
LAO
BUILBUO a IWP40PEIERB
LAO IMPOWNI IEMTs
RAN a EOIP • GENERAL
SUMMIT - colvi ER
REN a EOJIP - 1101 110
LESS ACOMILATO OEPRECIATIO
TOTAL PWMTT. PLANT, a EOIPIENT
GIM ASSETsf
IW9ES11ENis-COES11IRM 0m
IN9ESTIk7TS-DER SERTIC2 RIO
110111EOTS-CAPITAL IIF.
O l2O START-UP OOSTS
OSAR01T12O OlGAM17AT101 OSTS
LESS ACCIRRMTO AMTIZATIOA
TOTAL OTBER ASIETS
TOTAL ASSETS
PLTW001B TOME SEARS
BALM SIERT
soSop
ASM
C10EWT BALANCE WET
WaTR slum 96 ........ CRAM6E
1.000.00 1.00.0 0.00
129.751.SG 93.563.29 16.100.27
32.319.20 30.70.0 1.533.0
450.0 256.00 191.00
0.00 902.95 902.95)
12.156.21 0.00 12.156.21
2.136.06 572.41 1.561.60
621.20 906.40 573.12)
178.232.39 120.074.48 50.157.91
459.267.00 ts9.267.oB 0.00
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157.427.54 153.287.54 4.140.00
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S.6B5.139.71 S.833.016.15 (169.876.x)
40.00.00 0.00 40.000.00
706.49o.5s 639.733.37 64.79.18
122.736.52 47.068.59 75.687.93
2.9!0.15 2.950.15 0.00
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LIABILITIES AND RM BALANCE
VJMW LIABILITIES:
ACCMln RATABLE 3,3]9.10 9.8!3.52 6.453.10) ACQgIE9 SALARIES Aa IM6ES 4.635.42 6.501.40 1.6n.90) • AC MEW 160.021.50 00.013.75 00.013.75
ACOA W REAL ESTATE TARES16.114.0E 21.360.33 4.659'49) CCM ESS
CIiR5 MRMITIES - LM TEM
026.91
90.000.00
5.510.90
90.000.00
4.749.99)
0.00S0a0tITT/Y6IT LIST O ITS 30960.81 29.663.16 1.304.93
TOTAL 010N M LIABILITIES 3a.E3.26 28.960.70 63.392.30
Lab TEINI OEBh
Baps RATABLE S.S2S.Oa.00 S.S2S,009.a 0.00
TOTAL I= TEIlII MT 5.S2S.Oa.00 5.525.000.00 0.00
Rap BAIANCEx
00N1RIBIR® WITAL 1.Oa.0a.a 1.Oa.000.a O.ODO' aFICIT 3.m.T9 3.605.19 O.aNETIroamiI (lass) 4.SI8.02 9.a 4.51A.M
TOTAL RM BALANCE 1.Oa.2p4.01 I.Oa.605.19 4.510.02
TOTAL LIMILITIES 0 RM SAMNA 6.839.751.27 6.171,6ES.9s 61.111.32.
PLYRWTN TOLE saBNE
STATI ENT of EARNINGS
91oTNs Emsea sw 30 97
UNAUDITED
5
CONTENT VAR. i TiD TID VAR4 JAMM 1917-
MTN RDGET VARIANCE OF 50. 601031 BUDGET VARIANCE OF RD. DECI 1997
T. .
RE9EIRIE:
APARiNNT REIT Q.625.00 Q.623.00 0.00 0.00 3m.625.OD 303.675.00 0.00 0.00 611.500.00
RRA INDIVIDUAL RRSIOT 20.605.00 20.685.00 0.00 0.00 186.165.00 106.166.00 0.00 0.00 268.220.00
VACAIICT-LRRETAAER Sm.00- 1,275.00- 690.00 56.12 10.785.00- IMMIX)- 600.00 6.01 15.300.00-
VAWCT FACTOR - APARIIER 190.00- 358.33- 167.53 46.75 4.111.20 3.211.97- 7.336.17 227.68 4.300.00 -
VACANCY FACTOR - SUBSIDY 375.00- IPS.00- 200.00- 116.29 5.143439- 1.S75.OD- 3.568.OD- 216.56 I.100.0 -
VACANCY - WETANN GNAT 2S.OD- 50.00- 25.00 50.00 4n.00- 650.00- 25.00 5.56 400.49 -
GARAGE RENTAL 1.700400 1.725.00 25.00- 1.45 16.SOD.00 15.525.00 25.00- 0.16 20.700.00
BEAUTY sm RELIT 125.00 125.00 0.00 0.00 1.125.00 1.125.00 0.00 0.00 1.500.00
Gum BONN RENTALS 35.00 105.00 70.00- 66.67 1.645.00 910.00 735.00 110.77 1.543.00
LAMINS 606.60 8110.00 265.40- 28.07 7.643.40 7,650.00 66.60- 0.87 IO.200.OD
IIISCELLAI M 0.00 20.00 20:00- 100.00 150.00 270.00 10.00- 36.78 315.00
INVESTIM INCOME 9.353.89 2.122.00 7,01.89 320.97 27.349.52 17.150.00 10.mm 59.67 21.788.00
TOTAL sE9EN0Es 73.952.69 66.498.67 7.454.92 11.21 610.901.12 595.655.03 16.246.49 2.56 793.628.00
EBPEBEEB:
REBIOM SERVICES:
NISQLLASERR 20.09 20.00 0.09 0.45 159.00 189.00 21.00- 11.67 260.00
RESIDENT PR06sMs 113.51 100.00 13.58 13.51 967.60 1.100.00 152.60-' 0.87 1.765.00
SUPPLIES - GENERAL 92.27 93-00 2.75- 2.87 761.22 655.00 49.78- 10.10 1.500.00
TOTAL RESIOEIR SVCs 225.94 215.00 10.96 S.49 1,871.62 2.135.00 163.38- 12.36 3.485.00
NOIRENEEPING:
SALA In 032.46 656.00 176.46 26.90 6.415.17 7.086.00 668.83- 9.K 9.796.00
BENEFITS 124.80 1".00 19.12- 13.28 1.061.73 1.S56.gO 494.27- 31.77 2.02.00
PIRq.:AICs-NSR6 0.00 0.00 0.00 0.00 1.M98 2.400.00 467.02- 19.46 4;200.00
REPAIR: AM PRINTEMICE 0.00 0.00 0.00 0.00 0.00- 1SO.00 00.00- 100.00 200.00
SUPPLIES - GENERA. 149.43 150.00 0.57- 0.311 1.437.67 1.909.00 262.33- 0.01 2.350.0
TOTAL N00SEIREPING 1,106.77 950.00 156." 16.50 11.06?.S5 13.090.00 2.062.45- iS.60 18.608.00
5
E>•
cumin 961. t TIE TTO TAO.Ti iY1MIRT 1997-
U ITS MCET MIAA:E OF M. ACTUAL B181AT. MIOIAECE OF M. OECBOEO 1907
emtiMd7
mom...
PLANT OPERATIOn AND 1AIOTEXAM-a
SAiAE1E11 63.66- 361.00 394.66- 112.4A 2.811.21 4,208.x0 1.356.72- 32.241 5.925.00
BENEFITS 6.S6- 77.00 17.56- 108.52 467.341 9241.00 456.66- 49.42 1.301.00
NT. UISNIILITATIQU 1.461.36 ISOM 1,311.34 176.23 1.490.34 1,50.00 140.34 10.40 1.800.00
CMTA A UAWJ CES SUM SOHO 0:00 0.00 385.17 450.00 641.83- 16.61 600.00
M. WCB-K0a 2.237.27 2.OBS.aO 152.27 7.30 21.627.48 21.S4S.0 82.45 0.31 30.215.00
main 8 1a18T. 610.43 700.00 89.57- 12.80 14.668.62 6,475.0 86190.62 126.50 8.500.00
SUPPLIES - GILL 119.80 650.00 330.20- 73.38 2.343.00 3.450.00 1.107.00- 32.09 4.500.00
TIAN ODOM 557.65 S75.100 17.5- 3.02 5.W.48 5.425.00 185.52- 3.42 7;150.00
nTKEUA1101% 1S." 450.00 434.02- 96.45 2.255.49 1,250.00 1,005.49 80.44 1.400.0
TOTAL PLAUT OPEBATINS 5.002.25 4.moo 114.23 2.34 51.325.17 6.07F.a0 6.848.17 ISM 61.391.00
UTiLITIOr
UTILITIES-ELEC. 1.930.62 2.100,13: 161.58- 8.08 14.645.76 15,900.00 1,454.26- 9.11 21.500.00
YTIL1123140101L 463.5 600.00 136.67- 22.78 13,814.32 21,960.00 8.145.68- W." 27.M.10
UTILITIES-UATS 976.21 1,200.00 225:79- 18.82 6.101.41 8.9oom 2,190.576 241.10 11.900.ao
TOTAL UIFil1TB 3.367.96 3.900.00 532.041- 13.641 34.961.51 46,760.00 11.798.49- 21.21 60,400.00
PA0PEITT AND ERATND-
ABTITI2ATIa 1,399.47 1,400.00 0.53- 0.06 12.555.20 12.6ND.00 4.72- 0.06 16.800.00
OEPBECIATIN 17,132.10 17,229.00 96.90- 0.56 154.016.66 154.594.ND 517.56- 0.37 206.322.00
IOTOW EI15 5 26.671.25 26.672.00 0.75- 0.00 240.041.25 260.048.00 6.75- 0.08 318,140.00
IBSIAA83-1W OTT 759.26 1,031.00 271.74- 2.36 7.50.82 9.207.001.856.18- 20.16 12.396.00
NAL ESTATE TALES 1.896.18 1,8418.00 46.18 2.61 16,861.36 16,131.00 730.36 4m 21.603.00
BOND FEES 0.a0 0.00 0.00 0.00 0.0 0.00 0.00 0.00 0.00
TOTAL PWRIT A BEL. 4Y.M.26 48,180.00 321.74- 0.67 430,668.13 432.N0.40 1.714.87- 0.40 575.061.00
CIMRENT VAR. s TTN TTN VAR.! AEMMET I197-
TN NMGET VA21MM OF 111110. ACTUAL Now 1NNIANCE OF M. OECNAEM Iffy
eanttUAwd)
GENENAL AM ANIINISTRATIVEt
SUMIES-MGR 1.60.15 1.404.00 2116.15 20.26 14.8M.74 13.597.00 1.229.76 9.04 10,511.00
SALARIES-RONIN 1.312.50 1.301.00 11.50 0.118 11.501.10 12.584.00 I.m.90- 0.61 17.662.00
NEIEFITS 650.10 595.00 146.90- 26.35 6.337.16 5.759.00 1.621.06- 24.69 7.916.00
UMM 11 OAA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AOVERISIM-PERS. 633.65 33.33 400.22 0*00" 1.693.40 219.97 1.193.63 397.83 400.00
MIT a ACCMWIBN 0.00 0.00 0.00 0.00 6,000.00 6.200.00 200.00- 4.76 4.200.00
mm AIM TRAVEL 63.0 50.00 6.20- 12.60 383.21 450.00 66.796 14.04 600.00
COPIER LEAGE 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.0
NMN mnm cmu 0.00 0.00 0.00 0.00 0.00 0.0 LLD. 0.00 0.00
CDUAhe SERVILE 0.00 25.00 25.00- 100.00 Ia." 225.00 61.45- 27.!1 300.00
HIES a NMIICRPT. 0.00 0.19 0.00 0.00 1.1o8.B0 1.110.00 9.20- 0.112 1.138.00
TAX PREPARATION FEES 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
10TEREST-SB. be.. 72.09 75.00 2.91- 3.118 671.03 675.00 3.17- O.N 900.00
VN 11 CORP. CLAIMS 0.00 0.00 LOD 0.00 203.29 0.00 204.29 0.00 0.00 '
am 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
LICEBSEB AIM PERMITS 0.00 0.00 0.00 0.00 20.00 50.00 30.00- 60.0 1175.00
MANA6ETAR FEES 3.278.27 3.214.00 66.27 2.00 29.225.0 0.925.00 300.93 1.06 30,582.00
INMAANCE iEIRM 0.00 0.00 0.00 0.00 0.00' 0.00 0.00 0.00 0.00
NMI= a BNITRNRS 658.53 0.00 658.53 0.00 1.103.53 1.100.01 3.53 0.32 1.200.00
POSTAGE 9.02 87.00 n.f8- 89.63 540.22 877.00 336.78- 38.60 1.074.00
PAIR® CA11RNICATIONS 6.20 60.00 511.80- 93.00 517.06 540.00 zz.96- 4.25 740.0
ARCO SENVI(n 3f0.73 11y.00 173.73 140.69 803.64 1.39!.00 509.36- 42J1 1.839.00
LEAD BARK - MIA TOM 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
WATER a MINT. 0.00 0.00 0.00 0.00 170.00 100.0 18.00 70.00 100.00
SPECIAL EVENTS 0.00 0.00 0.00 0.00 SyJ6 60.00 2.76- 4.60 190.00
SUPPLIES 78.14 100.00 21.06- 21.86 76960 900.00 131.00- 14.56 1.moo
TELEF 647.11 450.00 2.096 0.66 4.020.94 4.050.00 29.06- 0.72 5.400.00
MISCELLAM M 16.00 50.00 34.00- 60.00 314.72 450.00 135.110- 30.06 600.00
TOTAL GENERAL a MIN. 8.782.19 7,561.33 1.M0.86 16.15 76.311.32 77.352.97 1.041.68- Us 101.015.00
TOTAL OPERATING EXPENSES 66,343.37 66,694.33 649.04 0.19 606.382.30 ' 616.194.97 10.612.67- 1.72 42,01060
EARNINGS (LOGS) 7.609.32
mmoo
11011.34
mmmo
6,804.911
mmmm
846.03
o m
4.S1B.02
m om
21,339.94-
mowom
25.018.ia
oommo
121.18 29.40.00-
mom
In Walker Methodist, 1997
Resident Satisbc ion Survey
A;j.
Tabk 1. Results by Housing
No. of Per
1997 No. of Occu- cent 1996 1995 1994 ChaogeCoamnmity, Sat. Resp- pied Resp- Sat. Sat. Sat. fromLocationScoreoasesUnitsonceScoreScoreScore1996
Tie Ledge. 3.4 32 101 51.5% 3.3 3.4 3.3 0.1Chico. Ca.
pence Memorial Village, 3.3 131 230 57.0% 3.3 3.1 3.2PalaPark. 111.
Plymouth Towne Square. 3.6 81 97 83.5% 3.7 3.7 0,1Ma.
Souter, Camerbusy 3.2 44 75 58.7% 3.1 3.1 0.1ontheLabe
waoerford. Mi.
Walker's Colonia! Village
Apartments.
3.1 13 18 72.2% 3.2 0.1
South Sioux City, Neb.
Wailoer at Had Ridge. 3.3 40 70 57.1% 3.4 3.3 3.4 0.1Ma*wood, Mn.
Walker on Ifeazie. Saint 3.2 29 45 64.4% 3.4 3.2 3.5 0.2AnthonyVi11aMa.
Wailer on the River. 3.3 28 45 62.2% 3.4 3.0 3.4 0.1AsoMo.
Water Place. 3.3 75 126 59.3% 3.3 3.4 0.1innalisMinneapolis-
WalkerW Plaza, 3.5 59 99 39.696 d3.5 3.1 3.4Anob. Mn.
Walter at Tree Tops. 3.3483.347.1% 102 3.3 3:3 3.2
Westwood Ridge 3.4 82 126 65.1% 3.4 3.3 3.4WestSaintPaulMn.
Walker Methodist. 1997
Resident Satisfaction Survey
Cham Smmnary
Table 3. Chooses 0 F IndependentH community
Na. of No. of No. of No. of Rana Ftorlte199' Change Items at 3.4 items Items with with No. of Items.3 underunder-
Community, Community. Sat. from or above Below 3.0 Increase Decrease 3 over All Fac.
Score 1996 past r 3 3 All Fac. Ave. Ave.
rhe Lodge. 3.4 0.1 14 1 2 0 0 0
Chico. Co. 1 1) 4
Peace Memorial Village. 3.3 11 0 0 0 0 1
Palos Park, 111. 1 6) 1
Plymouth Towne Square. 3.5 0.1 32 0 1 0 12 0
Plymouth. Mo. 02 1
Southminster. Canterbury 3.2 0.1 S 6 3 0 0 7
on the Lake 0) 9) 2) 1) 0) 13)
Waterford. Mi.
Walker's Colonial Village 3.1 0.1 1 6 2 4 0 14
Apartments. South Sioux
City, Neb.
Walker at Haul Ridge. 3.3 0.1 7 2 0 3 1 l
Maplewood, Mn. 13 2 10 l
Walker on Kenzie. Saint 3.2 0.2 2 S 1 S 0 10
AnthonyVillage, Mn. 6
Walker on the River. 3.3 0.1 19 0 3 0 1 1
Anoka. Mn. 1 4
Walker Place. 3.3 0.1 12 1 1 2 1 1
Minneapolis 12) 1
Walker Plaza. 3.5 19 0 0 2 1 0
Walker at Tree Tops. 3.3 11 0 4 0 0 2
Minneapolis 1
Walker at Westwood 3.4 a 3 0 2 0 1
Ridge, Wee Saint Paul. 11) 3) 1) 1)
Mn.
P.
Plymouth Towne Square Resident Satisfaction 1997
091212017
Statement Str. Dis- Sir. 1997 1996 1995 OR Walker I Walker
NoAgree Agme agree Dis. NA Average Ave. Ave. 97496 Ave. Diff.
1 The building staff has an adequate knowledge of your 48 25 2 0 6 3.6 3.5 0.0 0.1 3.3 0.3
needs ao that you can ggoo lo timer when you have a crisis
inorchange your conifilion.
2 Suggestion memos are available and are responded to 49 22 4 1 5 3.6 3.5 0.0 0.1 3.3 0.3
promptly by management.
3 There are good lines of communication between 50 27 3 0 1 3.6 3.6 3.5 0.0 3.4 0.2
residents and building staff.
4 The community is well Informed about the building and 52 28 0 0 1 3.6 3.6 0.0 OA 3.5 0.1
offered services.
5 You received a personal explanation of the resident's 52 29 0 0 0 3.6 3.6 3.6 0.0 3.6 0.0
handbook when you moved in.
6 The health talks provided by the wellness office are 33 21 1 0 26 3.6 3.4 0.0 0.2 3.5 0.1
informative and useful.
Ys' 7 The Wellness Clinic currently nets your health 25 25 1 0 30 3.3 0.0 0.2 3.4 0.1
monitoring needs.
8 The resident council provides a means of voicing the 43 32 2 1 3 3.5 3.4 0.0 0.1 3.2 0.3
residents' group view to management
9 The building manager is readily accessible and open to 52 26 3 0 0 3.6 3.6 3.6 0.0 3.3 0.3
questions and concerns.
10 You and your family have a dear understanding of the 43 33 2 0 3 3.5 3.5 3.5 0.0 3.3 0.2
need to take action when your health status changes or
you become incapacitated.
11 A favorable first inyxession is created by the appearance 62 18 0 0 1 3.8 3.7 3.7 0.1 3.5 0.3
of the building. its maintenance and the attitude of
anent residents.
12 Newsletters provide important information and reminders 54 26 0 0 1 3.7 3.7 3.6 0.0 3.5 0.2
for the community.
13 Common areas. hallways. lobbies and entrances are 56 22 1 0 2 3.7 3.7 3.7 0.0 3.5 0.2
clean and 9dy.
14 1 would use housekeeping and laundry services 9 they 21 21 7 3 29 3.2 2.9 0.0 0.3 3.2 0.0
were available at a reasonable coal
15 Response time for repair requests has been timely. 36 35 8 1 1 3.31 3.3 3.3 0.0 3.4 49.1
16 You were welcomed by other residents through social 41 27 2 0 11 3.6 3.5 3.5 0.1 3.4 0.2
gatherings or resident greeters.
17 Maintenance workers provide courteous. helphd service. 42 36 0 0 3 3.5 3.5 3.5 0.0 3.5 0.0
18 The resident community has the opportunity to provide 43 31 2 1 4 3.5 3.5 3.4 0.0 3.3 0.2
Input about the type of programs and activities desired.
19 The level of safety in our budding is sallsbelory. 50 29 10 1 3.6 3.6 3.5 0.0 3.2 0.4
20 A plassing variety of on-site activities are offered. 46 29 1 01 51 3.61 3.6 0.0 0.0 all 0.3
091212017
Plymouth Towne Square Resident Satisfaction 1997
No.
Statement Sir.
Agree Agree
Dis-
agree
Sir.
Dis. NA
1997
Average
1996
Ave.
1995
Ave.
OR
97-98
Walker
Ave.
Walker
Diff.
21 The staff responds effectively in an emergency situation. 52 22 1 0 6 3.7 3.6 3.5 0.1 3.5 0.2
22 Snow removal on sideways, parking lots and driveways
is done promptly.
50 28 0 0 3 3.6 3.5 0.0 0.1 3.3 0.3
23 The resident convnundhas the opportunity to provide
input about the type of programs and activities desired.
42 30 3 0 6 3.5 3.5 3.4 0.0 3 3 0.2
24 The bolding staff are friendly, cafing and responsi e to
seniors.
53 25 0 0 3 3.7 3.7 3.6 OA 3.5 0.2
25 Heating and000fmg of aparbruents and common areas is
operating aocordurg to 8s capacities.
36 29 10 3 3 3.3 3.4 0.0 0.1 3.2 0.1
26 The budding management Woes seniors and encourages
their participation in tiw.cwmwn*
49 28 1 0 3 3.6 3.5 0.0 0.1 3.5 0.1
27 Our parking M is safe. 43 33 1 0 4 3.5 3.5 0.0 0.0 3.3 0.2
28 The maintenance staff effectively solves our repair
uppp t
eon first appropriate follow
Cornpletion-
39 33 6 0 3 3.4 3.5 0.0 0.1 3.4 0.0
29 Regular resident education on safety procedures is held
arkd insbuc s the residents on emergency and
safetprocedures.
43 34 0 0 4 3.6 3.5 0.0 0.1 3.3 0.3
30 1 am satisfied vrd6 hoknaekeeping services of aornnm
areas.
46 28 3 0 4 3.1 3.6 0.0 0.0 3.3 0.3
31 1 am satisfied with resident services which includes
activides/social services.
45 33 2 0 1 3.5 3.5 3.6 0.0 3.3 0.2
32 1 am satisfied with adfNnistrafion. 49 29 0 1 2 3.6 3.6 3.71 0.0 3.3 0.3
3311 am satisfied with Ore Wallness Clinic. 28 20 1 0 32 3.6 3.5 0.0 0.1 3.3 0.3
3411 am satisM with Plant sefvioeshnaintenanoe. 37 344 11 5 3.4 3.5 3.4 0.1 3.31 0.1
3511 am satisfied withPlYrnoulh Towne uare. 52 28i 0 01 11 3.61 3.7 3.7 n il 3.4
09123197 . 2 l
Plymouth Towne Square
RESIDENT CON04ENTS 1997
Housekeeping:
Wallness Clinic:
Pleat servJMaint.:
Plymouth:
One thing to improv in building:
To let all residents take part in things, not just a chosen few.
Staff Appreciation:
Without April, everyone would be lost.
Additional Commems.
To me all some well done except for garage sweeping. Do not like the 84 inch blinds. Too
high and too wide for easy cleaning. Most of us are too short & at this stage of our
lives it is dangerous to climb a ladder.
Housekeeping:
Resident services:
Administration:
Wellnwe Clinic:
Plant servJMaint.:
Plymouth:
One thing to improve in building:
To have garage cleaning include use of water. Not all and gas swept up and is blown
around likes dust storm. That eventually gets upstairs.
Staff Appreciation:
Melody, Kathy, April, Manny, Kim and Lance are there for any service we ask for. They are
all most pleasant. Too much maligned by some residaas.
Additional Comments:
To me all seems well done except for garage sweepiq&
Do not litre the 84 inch blind. Too high and too wide for easy cleaning. Most of us aro
too short and at this stage of our lives it is dangerous to
climb a ladder.
Resident services:
Administration:
Plymouth Towne Square
RESIDENT COMMENTS 1997
Wellness Clinic:
Plant savJMainL:
Plymouth:
One thing to improve in building
Staff Appreciation:
April - Pat
Additional Continents:
Resident services:
Administration:
Wellness Clinic:
Picot swvJMainL:
Plymouth:
One thing to improve in !wilding
Staff Appreciation:
I love our staff.
Additional Comments:
I think the outside telephone numbers are too high for short people; have asked Sara and
mentioned it - this is very hard for short people to read the numbers. Can't it be
lowered? And also rugs in front of doors
WeWtess Clinic:
Plant servJMainL:
Plymouth:
One thing to improve in building
Staff Appreciation:
We appreciate the services and assistance that we have received ROm all the buildingstaffThey're a gnat group of shoughtl4 caring People.
Plymouth Towne Square
RESIDENT COWENTS 1997
Additional Comments:
We egoy living st Plymouth Towne Square and fel privileged to be here.
00000000000000/0•000000010
Housekeeping:
Resident services: There is such a variety of activities so everyone can find
some fiat thing to do.
Administration:
Wellness Clinic:
Pham swv./Maint.:
Plymouth: I love it here. It's so safe and so pretty. We have
walking trails and the grounds are so beautiful.
One thing to improve in building:
StafiAMmistion:
April is amaft. She makes coffee and cleans everywhere and is so friendly to all of us.
Additional Comments:
Melody plans wonderful parties and activities. We we so happy with everything she does.
Housekeeping:
Resident services: Always need to provide an upgrade to present - Don't always
be swayed by those who call Walker to get their way.
Administration:
Wellness Clinic:
Plant MV Mlaint.: A amore physical presence and quicker fix, such as sprinkler
System, w/a fedback on progress to all would enhance
1
Plymouth:
One thing to improve in building:
A long flower bed across the 3 gardens to enhance floe approaching view. Colored rock
front.
StafilAp
Melod ea wmemely heed to Soddy AIL Its hard. April is always there and chary.
Lance does his Job.
Additional Comments:
The elimination of any drinking Privileges at outdoor BBQ on porch in private dining room
parches an all commons area - its approaching a Baptist church attitude toward some
J items. It should be reviewed - not Popeimd.
Plymouth Towne Square
RESIDENT COMMENTS 1997
Resident since opening in October'94.
02 Need system uppeade
05 3 years ago
07 Should be a diabetes check for all + new guidelines
16 3 years ago
Resident services:
Administration:
Welbress Clinic:
Plant servJMaint:
Plymouth:
One thing to improve in building:
The water. I believe it is too sol Had to rinse the soap off.
Staff Appmcisdon:
April helped getting my keys because of locked car.
Additional Commend:
Housekeeping:
Resident semiees:
welloesa Clinic:
Plant stavvJMainL:
Plymouth:
One thing to improve in building
StaffApp ukdow
Additional Comments: -
1 have been very helpful tome.
Housakeeping:
Resident services:
Admioisteadon:
1
Plymouth Towne Squaro
RESIDENT COMMENTS 1997
Wellness Clinic: I don't an k
Plant servJMaint.:
Plymouth: ICs very good.
One thing to improve in building:
Something to hold basement door open so I can wheel a cast in.
Staff Appreciation:
Melody - unflappable and Madly. Kathy - fifeadly and helpfirl. Lmce, Ken, April - Jim,
lady and maintain us well.
Additional Comments:
AtmospheerJpeopte are happy and fil adiy as residecM partly out of modeling of staff. I
love the Sunday prayer wniees at 9 am
07 But prefer more weight loss groups (TOPS, OA, or 7).
Housakaping:
Resident services: very good!
Adminisividm-,
wellness clinic:
Plum wv./Maim.:
Plymouth: Lovely place to live.
One thing to Improve In building:
Staff Appreciation:
Additional Comments:
Houselcesping:
Resident errviees:
Admimistrstion: They talcs care of our aids. very up on all matterm
wellness clinic:
Plain servJMaim.:
Plymouth: very happy to live here and pond of the building ad
One thing to improve in building:
Staff Appreciation:
Plymouth Towne Square
REsmEMr cote r m i m
Lam is ulways willing to help. Melody is always ready to listen to our wants. April
kaps everything sock and spam
Additional Comments:
All is well.
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant servJMainL:
Plymouth:
One thing to improve in building:
Staff Appreciatior -
Everyone on the staff are very good.
Additional Comments:
06 Haven't been
33 Didn't go
Housekeeping:
Resident services: We both work parttime so don't get a chatice to partake in a
lot of die activities.
Ad-onsstration: Always helpful and cheerfid.
Wellness Clinic:
Pleat servJMsint.: Haven't had any problems. But a few minor thing; have been
addressed right away.
Plymouth: We etgoy our apartment and its easy maintenance. The staff
is
things.
ipfW and plesssmt. The location is beady to so many
One thing to improve in building:
I would Wee central air conditioning. We have a corner apastmunt mad the second bedroom
is impossible to coo.
Staff Appmciatum:
Melody has been most underawandinig ueien rve had a problem and only she knows my problem.
April is always pleasant.
Additional Continents:
I feel that everyone involved is the management of PTSqshould be ptouu ,.e what has been
accomplished. Sometimes I no some of the letters we on and I feel like rm being
i Plymoum Towne Square
RESIDENT COMMENTS 1997
The air conditioner on 3rd floor hallways are hot The heating on 3rd floor. Headng
goes out
Staff Appreciation:
All staff are wonderful.
Additional Comments:
Housdwq og:
Resident services:
Wellness Clinic:
Plant serviMaint.:
Plymouth:
One thing to improve in building
Staff AppreciatioA:
I appreciate Lance putting my S Sal. Chippewa water on my cooling unit
Additional Comments:
Overall I'm satisfied and happy.
Resident services:
Administration:
Wellness Clinic:
Plant wmjmaint:
Plymouth:
One thing to improve in building:
Staff Appeeciatiou:
I appreciate their snow removal to the steeet as I take a bus every moming. Additional Comments:
Housekeeping:
Resident services:
Plymouth Towne Square
RESIDENT CO1bIIr1ENTS 1997
treated like a child but I step back and figure that we are probably acting litre one.
Housekeeping:
Resident services:
administration:
wellness clinic:
Plant servJMaint:
Plymouth:
One thing to improve in building-.
Staff Appreciation:
Additional Comments:
Have our carpet cleaned in our.apartment.
Wellness clinic:
Plant servJMainL:
Plymouth:
One thing to improve in building:
StadAppreciation:
I apprcciate April delivering things to my apartment when rm not there, such as flowers
and plants.
Additional Commema:
wellness Clinic:
Plant servJMainL:
Plymouth:
One thing to improve in buildips:
Plymouth Towne Square
RESIDENT COMMENTS 1997
Administration:
Wellness clinic:
Plant servJMaint.:
Plymouth:
One thing to improve in building:
Would be nice to have a notary on stat
Staff Appreciation:
The fart and copying machines. Tax assistance.
Additional.Commems:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaint:
Plymouth:
One thing to improve in building:
Staff Appreciation:
Melody. Kathy. April. Lance. do a super job.
Additional Comments:
We aro pleased to be at Plym. Towne Sq. and appreciate everything that they do for ua.
Housekecging:
Resident ,services:
Wellness Clinic:
Plant ser0maint.:
Plymouth.
One thing to improve in building
Staff Appreciation:
All the Staff are the geeatestl And I am thankful daily for this beautiful "home on earth"
that God has provided for mel l
Additional Comments:
9,
Plymouth Towne Square
RESIDENT COMMENTS 1997
Housekeeping:
Resident services:
Wellnem Clinic:
Plant servJMaint.:
Plymouth:
One thing to improve in building
Staff Appreciation:
I appreciate the service by Melody and Kathy and feel that Lance, Kim & April do a veryfinejoin.
Additional Continents:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaiat.:
Piymouft
One thing to improve in building:
Larger washer and dryer and
Staff Appreciation: cost per machine load already devised and divii ed.
Lance has been very good re prompt repair service, i.e., leaking pipe undr sink and airconditioningandfilter. Friendly, courteous in answering questions. Additkad Comments:
PTS presems a very favorable impression, especially to friends and gamily on the firstvisit. Decor lovely, area neat and clean, staff and residents very :riendly.
Housekeeping;
Resident services:
Administration:
Wellness; Clinic:
10
r)
Plymouth Towne Square
RESIDENT COMMENTS 1997
Plant servJMaint.:
Plymouth:
One thing to improve in building:
Cooler in 3rd floor hallway. It is too warn in the summer.
Staff Appreciation:
Additional Comments:
Housekeeping:
Resident services: April does an excellent job.
Administration: Melody is not always available.
Wellness Clinic:
Pleat s@rvJMaint.: We need an on-site maintenance men.
Plymouf
One thing to improve in building:
The air conditioning in common areas is not good. The AR needs better regulating. Staff Appreciation:
Kathy is wonderf 1. Seems she has a lot of the burden the manager should have.
Additional Comments:
We love it hen and woulddt like to live any place else.
Housekeeping:
Residentservices:
Administration:
Wellness Clinic:
Plant servJMaim.:
Plymouth:
One dung to improve in building:
Put a 2nd washer a dryer in laundry ecce.
StaSApprecisdon:
I doul believe you could have a more Wendy static They are tops all around
Additional Comments:
I think they see always looking at how to make things better and easier for st4 like
die benches by elevators and outdoor benches.
I1
Plymouth Towne Square
RESIDENT COM!AENTS 1.997
Housekeepb4:
Wellness Clinic:
Plant servJMaint.:
Plymouth:
One thing to improve in building:
Staff Appreciation:
The staff at Plymouth Towne Sq. are "super" people.
Additional Comments:
Resident services: Activities are very good.
Administration: Melody, Kathy. April are very satisfactory.
Wellness Clinic:
Plant servJMaiot.: All services well taken care of.
Plymouth:' We are very well aetisiled with the facility.
One thing to improve in building:
Everything is going well.
StaBAppreciation:
We are very satisfied with Melody. Kathy. April. They are doing a good job. Additional Comments:
All 81021 and positions are really bandled well by Melody. Kathy
Housekeeping:
Reddent services:
Wellness Clinic:
Pleot servJMeint.:
One thing to improve in building:
Heavy duty washer for ruga or imp items, etc.
Staff Appreciation:
Alun dt Lance are most helpiid and friendly.
Additional Comments:
12
Plymouth Towne Square
RESIDENT COMMENTS 1997
The softened water is great!
Housekeeping
Admiaiatiation: Everyone is very friendly, goad humored, and sociable.
Wellness Clinic:
Plant servJMaim.:
Plymouth:
r..•r.•r••..r•r••.•r.rr.r
One dung to improve in building:
Screened -in balconies.
Staff Appreciation:
Additional Comments:
Melody, Kathy, April. Lzree: you ase all doing a terrific job and nuke living here aPleasure. Maybe you could do a better job ofgetting our few complsinus to cease anddeft
Housekeeping:
Resident services:
Wellness Clinic:
Plant servJMuim.:
Plymouth:
One thing to improve in building
Staff Appreciation:
Additional Commeom:
I am very happy living in Plymouth Towne Sq. I an pleased and happy with the stat Theysuredoalltheycandotomakethingspleasantforus. drank you staff
Housekeeping:
Resident services: They are wonderfWl
a, J Administration:
Wellness Clinic:
Plant mvJMaint.:
13
Plymouth Towne Square
RESIDENT COMMENTS 1997
Plymouth:
One thing to improve in building:
Staff Appreciation:
They are marvelous, especially Melody and Ap L
Additional Comments:
Housekeeping:
Resident services: Always neat and clean
Administration:
Welhusa Clinic:
Plant =vJMaiat.:
Plymouth: I feel very safe hors.
One thing to improve in building:
Staff Appreciation:
Additional Cumments:
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaint.: Need fall -time maintenance person.
Plymouth:
One thing to Improve in building:
Staff Appreciation:
Additional Comments:
To slow to do repair zr,:k.
Housekeeft: J
Resident services: Cleaning could be improved; 2nd floor ventilation very poor.
14
Plymouth Towne Square
RESIDENT COMMEM'S 1997
Not enough input from residents.
Administration:
Wellness Clinic:
Plant SaWmaiot.:
Plymouth:
One thing to improve in building:
Get outside clock fixed.
Staff Appreciation:
Additional Comments:
Residents cannot voice their needs to council members, accept in writing.
Housekeeping:
Resident services:
Adminafruion:
Wellness Clinic:
Plast savJMsint.:
Plymouth:
One thing to improve in building:
No complaints. I think we have an excellent crew. Dont on Lance or wife very oibn! StaBAppreciation.
Kathy and Melody acid April
Additional Comments:
Pm very happy in my new home here!
Winces Clinic:
Plant servJMaint.:
Plymouth:
One thing to improve in building:
I love living here. Fal sate and cared about.
Staff Appreciation:
April is very belpfid, especially on weekends. Lance is belptul with installinglightbobs, air conditioning, wlu av .
13
Plymouth Towne Square
RESIDENT COM 14ENTS 1997
Additional Comments:
My children are not responsible legally for my financial well-being. Due to illness I have
lost $9,000 of income. Cm paying 4696 of my income and feel it should be changed. My
income is such that I would remain in the low income bracket, not the lowest bracket.
Housekeeping:
Resident services: Yes, quite nice.
Yea, quite busy.
Adminbustion: Yea, good aceesa to people.
Wellness Clinic: Could be more varied.
Plant savJMeint.: t think more people should be involved.
Plymouth: There's a lot hero to tslce advantage of
One thing to improve in building:
Press for more security.
Staff Appreciation:-
Office
ppreciation:
O@'ice staff - monthly papa - Kathy & Melody. Building always cared for. Thanks. April
dt hence.
Additional Comments:
I am so happy to be hoe with our new friends. So is my Bill.
iIouselceepiug:
Resident services:
Wellness Clinic:
Plant sav/Msiot.:
Plymouth:
One thing to improve in building:
The air conditioner on 3rd Am Wways! Also, no air circulation in laundry rooms.
Staff Appreciation:
They are all belpful and plessam
Should check the sir coronets on 3rd floor. Also, laundry room - so hot in me
summer.
16
Plymouth Towne Square
RESIDENT COMMENTS 1997
Administration:
Wellness Clinic:
Plant servJMaimt.:
Plymouth:
One thing to Improve in building:
I am very satisfied with everything. I love it here and I love the office sWE
Staff Appreciation:
I love the office staff Melody. Kathy. April, Lance, Kim. They do the very best job. I
wouldn't' want to change them.
Additional Comments:
We have the best of everything - something exciting every day. You can't get bored or
complain about nothing. We were so fortunate to get a piece like this and i will stay
till I die.
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant aervJMaint.:
Plymouth:
One thing to improve in building:
I enjoy living here. More garage space. I have a problem breathing the cold air and the
humidity is bad.
Staff Appreciation:
Everyone on staff are friendly and also willing to help and answer all questions asked.
Additional Comments:
Everything here is great. It is a great piece to live.
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Phmt servJMaint.:
Plymorafih:
One thing to improve in building:
I love it just the way it is.
Staff Appreciation:
17
Plymouth Towne, Square
RESIDENT COMMePf'81997
Melody is a ---rfw manager, April
AdditionalisalComments:y Pleasant is a very, good Person doing many 6elPlW things
I love it here in this beautiful building and everybody is so friendly and belpfif.
Reaident services:
Wellness Clinic:
Plant ufvAgaint.:
Plymomb:
One WN to imrove in building.
Staff Appree,iatim-
I caul choose,. TbOy We all very willing to make us comfortable. Comments:
Perfectly satisfied,
000*0
Re,afdeer
Adminie MelodySometimes there gets to be too much going on.
better Kathy do an excellent job. Couldn't get two any
Webaess Canic:
Plant sere./Maine.:
P'YmOufL' C"IdIft have a ban place to live.
One thW8 to improve in building
Staff Apprecktim. •
Kathy. Aprfl aro the three beat we could bsv. . Always kind, ready, willing to
d1do . fm to talk to. Lance aesms to have too many other things on his
Additional Caugagnts:
plan HOMto die roafdems to what they webecauseweseeoldthatdoesn't mean we don't
saying
eAythi4g. Walker
enemat
Plymouth Towne,
mato
lust
imPreaafon if something era comes up. a to leave that
18
plymoudu Towne Squane
glpp r COMMENTS 1997
Ibusdcapius•
Resident services:
AdmW$Ugion•
welinm Clinic:
Pleat servJMaioL:
One ON to Iove. in building:
StafiApprecWOn:
A SIM group•
Additional ComtaeaM
wellaw Clinic:
PIM MVJMaiot.:
Plymouth:
one thing to mapro a in building:
I nen satisfied with evaytiting.
Staff Approeia w.
Additional Comnrenn:
I hive no compwnm
14. 1 do my own
wounm Clinic:
Plant servJMaim.:
pie thing to improve in buildms: The manager cad caretakers should be more woew bic. including wOekends.
Steff Appraiat w: ,
19
Plymouth Towne Square
RESIDENT COMMEM'!'S 1997
April keeps everything nice and clean.
Additional Continents:
Resident services:
Administration:
Wellness Clinic:
Plant servJmdnt.:
Plymouth:
One Wig. to improve in building: .
More garage parking
StaiiAppreciation:
Melody, Kathys Lance. Kim and April. They are all friendly and accommodating. Additional Conm a:
Housekeeping:
Resident services:
Wellness Clinic:
Plant sretvJMaint.:
Flymouth:
One thing to improve in building:
Garbage collation.
StaffAppmciadon:
It has all been O.K.
Additional Comments:
Housekeeping:
Resident serviam!
Wellness Clinic:
Plant servJMaint.:
Plymouth:
20
WE
Plymouth Towne Square
RESIDENT COMMENTS 1997
One thing to improve in building:
StatiAppreciation:
Additional Comments:
rr••r••r•••rr••r••rr•••
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant ser0maint:
Plymouth:
r•r••r••rr•rr••rr••r••r•
One thing to improve in building
Staff Appreciation:
The staff seems to do well with meeting people and helping with their problems. They sayhellototheresidentsandvisitorsandmakeyoufeelwelcome.
Additional Comments:
Air conditioning seems to run on the cool side in the hall.
r•rr•r•r•••r•rr•rr•r•••r
Housekeeping:
Resident services:
Administnhion:
Wellness Clinic: My doctor appreciates my having my blood pressure taken
between office calls to him.
Plant servJMaint.:
Plymouth: All ny company can't believe how nice this building is. r••+•••rrrrr•r•rr•rr•rrrr•
One thing to improve in building:
I can't thick of a thing. The staffhere makes improvements and we just enjoy them. Staff Appreciation:
I dont like to have to ask for help but whenever I do I get help. April, Kim and Lauce
all treat me very nicely.
Additional Comments:
Can't forget to say the office smff are always friendly, happy, ad take time to listenifIcometothen.
21
I
Plymouth Towne Square
RESIDENT COMME4TS 1997
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaint.:
Plymouth:
One thing. to improve in building
Staff Appreciation:
Super staff - Melody, Kathy, April, Kim, Lance.
Additional Comments:
Housekeeping:
Resident services:
Wellness Clinic:
Plant eervJMaint.:
Plymouth:
One thing to improve in building:
Windows are very difficult to open or close.
Staff Appreciation:
Thaekfitily. we have required very little in the way of service or assistance. However, we
are quite sure the staff is capable of handling our needs if help is required. Additional Comments:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaint.:
Plymouth;
r•r•rrr•rr••r•rr•r•r•r•r•
One thing to improve in building:
Third floor air.
Staff Appreciation:
Z.-
Plymouth Towne Square
RESIDENT COMMENTS 1997
Additional Comments:
Love all the activities provided at PTS and you can enter into one or all the activities.
Housekeeping:
Resident services:
Administration:
wellness Clinic:
Plant serv./Wdnt.:
Plymouth: More than satisfied.
One thing to improve in building:
The chairs on fust floor are too low for my back.
Staff Appreciation:
It is always a pleasure to mat Melody or Kathy in the halls.
Additional Comments:
Question 14. Each surrey I've asked for light housekeeping service. I would like to know
if this is ver going to happy. I would like it soon. r, 7
7j •
srrrrrrrrrrrerrrrrrrrrrr•
Housekeeping:
Resident services:
Wellness clinic:
Plant serv./Maint.:
Plymouth: Very happy.
One thing to improve in building:
Central air.
Staff Appreciation:
Everyone is pleasant and helpful.
Additional Comments:
Housekeeping:
Resident services: We have wonderful activities and get-togethers!
Administration: Melody & Kathy make a great two and are veer capable and
helpful to residents.
Wellmss Clinic: At this time I do not have the need but am comforted to
know.
Plant serv./Maint.:
23
Plymouth Towne Square
RESIDENT COMMENTS 1997
Plymouth: A beautiful place to live, affordable and an atmosphere of
caring & sharing.
One thing to improv,- in building:
Living on the third floor west facing side of building. The air conditioning is not
adequate at times of high temperatures and humidity.
Staff Appreciation:
Melody Burnham is an exceptional person and very excellent manager. Kathy Boeson is so
friendly and efficient. Kim and Larne are very helpful and friendly.
Additional Comments:
Housekeeping:
Resident services: Elevators could be cleaned more often.
Administration:
Wellness Clinic: i don't participate very often.
Plant servJMsint.:
Plymouth: It is a wonderful place to live. I on very happy here!
One thing to improve in building:
Exhaust fan in the kitchen1party room or better yet, acoustical ceiling in the dining
room.
Staff Appreciation:
I try to handle most things myself but all the stat: have been quick to respond with help
if needed.
Additional Comments:
The grounds crew does an exceptional job, especially last winter. Congratulations on
picking a quality firm.
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaint.:
Plymouth:
One thing to improve in building:
Mote air circulation in corridors on third floor. The air is stagnantl l No fags wooing
in the air vents.
Staff Apprecistim ,
2.4
Plymouth Towne Square
RESIDENT COMMEM'S 1997
Both Kathy & Melody are very liiendly and belpful. April does a great job keeping thebuildingclean.
Additional Comments:
rr••r•rr/r.//rr/rrrr/r•r•
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaiat.:
Plymouth:
rrrrrrrrrrrrrrrrrrrrrrrr•
One thing to improve in building:
To build a bigger kitchen so we
StaffAppreciation: could have 1 meal a day.
Kathy. Melody, April
Additional Comments:
Housekeeping:
ResidentserVlces:
Administration:
Welhuse Clinic:
Platt serv./Maint :
Plymouth.
One thing to improve in bin1lding: Everything is fine.
Staff Appreciation:
71tey are all wonderN.
Additional Comments:
You do everything well.
Housekeeping:
Administration: Apt•! does a great job.
Wellness Clinic:
Plant servAbint.:
Plymouth:
2S
I
Plymouth Towne Square
RESIDENT COMMENTS 1997
One thing to improve in building:
I think all the stuff hanging in balls looks terribW. Also the kitchen ruga (sorry to
MY).
Staff Appreciation:
Additional Comments:
I think they need a better caretaker for trash. Don't put cover over top so blows all
over. Trash stands out for days.
Resident services:
Administration:
Wellness Clinic:
Plant servJMaint.:
Plymouth:
One thing to improve in building
Staff Appreciation:
April. Lente
Additional Comments:
Housekeeping:
Resident services: Very clean!
Lots of great activities here at PTS.
Administration: Always helpful.
WeWtess Clinic: Don't use it
Plant scrOMaint: Always prompt response.
Plymouth: I am so happy to be here.
One thing to improve in building:
Love it the way it is now!!
Staff Appreciation:
Melody is a top notch manager - always helpful. Seta things done. We are so fortunate to
have here at PTS.
Additional Comments:
Kathy is a real asset She is always so pleasant! April is the beet housekeeper anyone
N
Plymouth Towne Square
RESIDENT COMMENTS 1997
could ever wam, so sweet too. Lance and Kim are such great young People. It's nice tohavethemherewithusatPTS.
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant servJMaint:
Plymouth:
One thing to improve in building:
Staff Appreciation:
April does a good job in cleaning and visiting. Lance is always there to help whenneeded.
Additional Comments:
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Picot serv./Mahnt:
Plymouth:
u thing to improve in building:
I would redo the garden plots with green wood. I appreciate the work put into the gardensbutnottoohappywithrailroadties.
Staff Appreciation:
My opinion hs we are so fortunate to have Melody. Kathy. April, Lame, Kim. They all gooutoftheirwaytomakeourdaystheverybest
Additional Comments:
The flowers are lovely on the porch. The mondr of May was well put topetler. Dodt keepustoobusy. I do like my quiet time. Thanks.
House
Resident services:
Administration:
27
W
Plymouth Towne Square
RESIDENT COMMENTS 1997
Wellness Clinic:
Plant serv./Maint.:
Plymouth:
One thing to improve in building:
I cWt imagine what it might be. Just keep on doing what you do as it really is working, Staff Appreciation:
Melody, our Manager, Barbara, Secretary, April. Kim & Lance, Caretakers an the very beet.
I love you all.
Additional Comments:
Everything is sa well planned and so much thought wJ work goes into all of the car and
service we receive here at PTS. I feel so lucky to be able to live here. Thanks to all.
Housekeeping:
Resident services:
Administration:
Wellness Clinic:
Plant serv./Maint.:
Plymouth:
One thins to improve in building:
Staff Appreciation:
April is always nice and happy. A ready smile for all. Kim has been a help to me in
health problems. Melody is ver nice, always pleasant.
Additional Comments:
A lot of money was spent on that dart game: It doesn't get mush use. The pool table is
used a lot.
06. Don't go.
25. Poor air conditioning activity room.
34. Not always. 1
6*6e.
1iAwl
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tuu.
Lt ,:`iF.".It jp{}."aF'+:'.,+,+•
r• ;;.; ` :9 r.. , '^" Citi .. •1. ,'rr,• .y,+%' ... = ;,
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FLy<.:"'.
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µr a•''" ,'[r'..
p
DATE: November 12,1997 for Housing and Redevelopment Authority Meeting of
Novembera
Iff20,-
1997
TO: Anne W. Nurlb:nt, Executive Director
FROM: Edward L Goldsmith, HRA SupervisorVU
SUBJECT: Plymouth Towne Square 1998 Deficit
The 1998 Operating Budget continues a trend started in 1996 of positive annual cash flows
54,267) with non-cash transections creating'anmal opeemung deficits ($6,175). When this
situation was noted as an audit finding for 1996 and discussed with the HRA Board several
months ago, we focused on the length of the depreciation schedule for the building as the most
significant factor contributing to these deficits. At that time the Board indicated a desire to
respond to this situation by neither increasing revenues nor decinsmg cash expenditures, but
considering a lengthening of the depreciation schedule for the building to eliminate the non-cash
deficits. At the October Board meeting, this was again discussed but without a resolution.
The building is being depreciated on a 30 year schedule, in accordance with the development
proforma, that sets the depreciation charge at $206,463 for the year. As we have discussed with
the Board, increasing the length of the depreciation whedule would reduce the animal charge
against the operating budget and eliminate this deficit without affecting cash flow. In response to
discussions of this issue, Walker Managemas and the City/HRA's auditor have indicated that
there are examples of residential properties that are depreciated over a 40 year period. Walker
also indicated that they would not recommend changing the depreciation schedule after it has
been established, but they would not object to the HRA making such an adjustment. The
City/HRA's auditor indicated that they would have no objection to the HRA making such an
adjustment. City Finance staff have cautioned that an extension of the depreciation schedule
should be consistent with the true economic life of the building.
A 40 year depreciation schedule, although not unusual, is considered among the lengthier
schedules, with 30 years more typical. Adoption of the lengthier schedule would be consistent
with a high level of maintenance and a commitment to upgrade the facility as necessary to
prevent obsolescence of the building before the end of the 40 year depreciation period.
Theoretically, elimination of annual non-cash operating deficits would fully fund building
depreciation so that cash would be available at the end of the depreciation period for replacement
of the building.
The following additional options to address the deficit in the 1998 PTS Operating Budget was
discussed at the October Board meeting:
Continue to ignore the non-cash net operating losses. This would be consistent with the
development proforma Future audits would continue to reflect these deficits.
The projected deficit for 1998 of $6,157 could be eliminated by increasing the HRA subsidy
for PTS by 7.996 rather than the proposed 3.391. This would inerease the projected 1998
subsidy from $259,301 to V265.458 and still be within the $270,000 approved in the 1998
HILA General Fund Budget for the HRA subsidy. This world not affect the projected 1997
deficit of $7,822.
Packing stalls in the garage have rented for $25 per month since the building opened. There
is currently a waiting list for tenants who wish to rent a garage stall. Garage rates at other
spartrnents in the area start at $40 and go up to $50 per month. A $9 per month increase in
the garage rate to $34 per month would eliminate the deficit. This would be a 360A incresse
entirely borne by tenants.
The two previous options could be combined to reduce the incrnase of each.
The depreciation schedule could be increased to up to 40 years by the adoption of a revised
estimate of the usdW life of M. Such an increase would reduce the depreciation charge by
up to approximately $52,000. Increasing the depreciation schedule would provide a long
term solution to the non -ash operating deficit situation. Future revenue increases could be
limited to the need to maintain positive cash flow for the property. In addition, by increasing
the depreciation schedule effective with the 1997 fiscal year, the projected deficit for 1997
would be eliminated. Also, by doing this the Board would be fully fending the annual
depreciation as has been highly recommended by the City/HRA audit firm, with the least
impact upon PTS's operating budget.
I continue to prefer the Inst option of revising the estimated useful life of the building and
increasing the depreciation schedule accordingly. I recommend that the Board complete Its
discussion of this issue from the October meeting and direct staff to implement one of the
above options to respond to the defieit issue.
7
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DATE: November 12,1997 for Housing and Redevelopment Authority Meeting of
November 20,1997
AnneTO: W. H hurt. Executive Director
FROM: Edward J. Goldsmith, HRA Supervisor
SUSR=: Authorization to Execute Financing and Related Agreements for Development of the
Shenandoah Woods Apartments
On August 6, 1997, the City Comicil granted the necessary land -use approvals to the Peter Andrea
Company for construction of a 64 unit spartment building at Shenandoah Lane and 220° Avenue
North. The proposal for the building included the use of $225,000 in funding from the Metropolitan
Council's Livable Communities Housing Incentive Account and $590,000 in finding from the
Minneapolis Public Housing Authority's Metropolitan Housing Opportunities Program (MHOP).
These funds combined with $559,500 in funding from the Minnesota Housing Finance Agency
MHPA), the Hennepin County federal HOME program, and the Minneapolis - St. Paul Family
Housing Fund and $100,000 of City of Plymouth CDBG funds will permit 24 (37.5%) of these
apartments to meet the City's affordable rental housing goal. The Shenandoah Woods Limited
Partnership is a Minnesota Partnership established by the developer to own and opmm the
development.
The Minneapolis Public Housing Authority's Metropolitan Housing Opportunities Program
MHOP) provides foods from the U. S. Department of Housing and Urban Development (HUD) to
finance the 6 low income public housing units that will be constructed and operated by the
developer. These units are made available under the terms of the settlement of the Holhnan vs.
Cisneros lawsuit (the Consent Decree) that is intended to reduce high concentrations of such units
by disbursing than in small numbers into non4oncentrated areas of the Metropolitan Area. Four of
these units would be available to persons 5orn MPHR waiting lists. Plymouth residents would have
the opportunity to only to the MPHA for these units. If no applicants were available from the
MPHA for these units, applicants would come from the MRA's own waiting list. The other two
units would be filled exclusively from the HRA's waiting list. All applicants would be referred to
the developer for approval. The developer will be responsible for managing the units and screening
and approving all applicants for tenancy.
Under HUD requirements the City and the Plymouth HRA must execute the attached Cooperation
Agreement with the Minneapolis Public Housing Authority (MPHA). This agreement establishes
the basic legal relationships uwng the parties regardinng 6w tax exempt status of these 6 units under
Minnesota Statutes 469.040, the City's acceptance of payments in lieu of property taxes for these
units, the provision of City services to the property, and cooperation among the parties regarding the
development of these units. The terms of the agreement are similar to the terms under which the
HRA operates the Plymouth Towne Squm senior apartments. The City Council approved
owntion of this agreement at their meeting on November Sm.
Lu addition to the Cooperation Agreement, the Plymouth HRA must alio enter into the attached
Initial Agreement with the MPHA regarding the funding, administration, management, and
monitoring of the MHOP units. The City Attorney has reviewed and approved these agreements as
to their form. By entering into these agreements, the HRA will make possible the development of
the affordable units at the Shenandoah Woods Apartments and participate in the oversight of the
management of these units.
I recommend that the HRA Board of Commissioners adopt the attached resolution authorizing the
execution of a Cooperation Agreement with the City of Plymouth and the Minneapolis Public
Housing Authority to include 6 Metropolitan Housing Opportunities Program units at the
Shenandoah Woods Apartments.
Attachments:
1. Draft HRA Resolution
2. Cooperation Agrmnent
3. Initial Agreement
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
RESOLUTION 1110.97 -
RESOLUTION AUTHORIZING EXECUTION OF THE COOPERATION
AGRET"V.NT AND INITIAL AGREEMENT
WHEREAS, the Minneapolis Public Housing Authority in and for the City of
Minneapolis (the "MPHA') holds an Annual Contributions Contract C` HA ACC') from the
United States Department of Housing and Urban Project ("HUD') for funding the capital and
operating costs of low rent public housing units and projects throughout the Minneapolis -St. Paul
Twin Cities metropolitan area pursuant to a certain consent decree entered m United States
District Court (the "Consent Decree'); and
WHEREAS, the MPHA has established the Metropolitan Housing Opportunity Program
MHOP') pursuant to which it will cooperate with suburban counties and municipalities in the
construction and operation of qualified housing units (the "MHOP Units'); and
WHEREAS, Fransen Real Estate, Inc., on behalf of Shenandoah Woods Limited
Partnership (the "Owner'), has applied to the MPHA and to the Housing and Redevelopment
Authority in and for the City of Plymouth ("HRA') to locate six (6) MHOP Units in a 64 -unit
multifamily housing development to be (mown as Shenandoah Woods (the "Development') to be
J
located within the City of Plymouth, Minnesota (the "City'); and
WHEREAS, the MIA and the HRA wish to enter into a joint powers agreement
governing their respective roles and tespoo abilities with respect to the MHOP Units; and
WHEREAS, as part of the funding of the MHOP Units, HUD requires that the City
agree, pursuant to the authority ghosted the City by Mlnneaota & wea, 469.040, to exempt the
MHOP Units from property taxation in consideration of agreement by the MPHA and the HRA
to subject said units to paymahts in lieu of taxes, and
WHEREAS. the vehicle for approving such,tax treatment is a Cooperation Agreement
between and among the MPHA, the HRA and the City
NOW, THEREFORE, BE IT RESOLVED:
1. That the HRA shall enter into a Cooperation Agreement and initial Agreement in
substantially the attached form.
2. That the Chair and Executive Director of the HRA are authorized to execute said
Cooperation Agreement sad Initial Agreement on behalf of said HRA.
3. That the Chair and Executive Director are authorized to make such changes in said
Cooperation Agreement and Initial Agreement as are not inconsistent with the spirit and purpose
thereof.
4. That this Resolution shall take effect immediately.
Adopted by the Plymouth Housing and Redevelopment Authority on November 20.1997.
EXECUTION COPY
11/10197
COOPERATION AGREEMENT
This Agreement made and entered into this day of 199_, by and
between the Minneapolis Public Housing Authority in and for the City of Minneapolis (the
Authority"), the Plymouth Housing and Redevelopment Authority (the "HRA") and the City of
Plymouth. State of Minnesuts (the "Municipality").
Jlrl:r*Ti:41:E
In consideration of the mutual covenants hereinafter set forth,. the parties hereto agree as
follows:
Whenever used in this Agreement:
a) The term WHOP Units" means six (6) units of low -rent housing hereafter to be
developed with the financial assistance of the United States of America acting
through the Semetaty of Housing and Urban Development (the "Government") and
located within a sixty-four (64) unit apartment development (the "Development") to
be owned by a low income housing tax credit partnership ("Owner") and located on
Shenandoah Lane in the City of Plymouth, Minnesota.
b) The term "Taxing Body" or "Taxing Bodies" means the State of Minnesota and any
and all political subdivisions or taxing units thereof in which the MHOP Units are
situated and which would have authority to assess or levy real or personal property
taxes, or to certify such taxes to a taxing body or public ofTcer, to be levied for its
use and benefit with respect to the MHOP Units, if they were not exempt from such
taxation.
c) The term "Shelter Rent" mimns the total of all charges to all MHOP Unit tenants for
dwelling rents and nondwelling rents (excluding all other income of the MHOP
Units) less the cost of all dwelling and nondwelling utilities.
The Authority shall endeavor:
a) to secure a contract with the Government for capital grants and annual contributions
for the MHOP Units; and
b) to cause to be developed and provide for the administration of the M..OP Units.
a) Pursuant to Minnesota Statutes. Section 469.040, the MHOP Units are exempt from
all real and personal property taxes levied or imposed by any Taxing Body for so
long as either (i) the MHOP Units are owned by a public body or governmental
agency and are used for low -rent housing purposes, (ii) the MHOP Units arc subject
to the requirements of Section S of the United States Housing Act of 1937, (iii) the
contract between the Authority and the Owner in connection with the MHOP Units
O.MNNIi!'011'O[XfiGYfOP.000 I COOPP.a 4TION AGWAMW
MPHAMLYMMHRMCMOP MKIOUrH
SHF.NANOOAH NOM
continues to obligate the Owner to operate the MHOP Units as a low income housing
project, or (iv) any obligations issued in connection with the MHOP Units or any
moneys due to the Government in connection with such MHOP Units remain unpaid.
whichever period is the longest (the "Exemption Period").
b) During the Exemption Period, the Municipality, on behalf of the Taxing Bodies,
agrees that it will not levy or impose any real or personal property taxes upon the
MHOP Units or upon the Authority with respect thereto. Because the MHOP Units
consists of six (6) units located within and under common private ownership with 58
additional housing units which comprise the Development, the property taxes and
property tax exemption shall be determined as follows: (i) the tax capacity of the
total Development shall be multiplied by a fraction, the numerator of which equals
the total number of MHDP Units and the denominator of which equals the total
number of housing units in the Development and (ii) the product thereof shall be
deducted from said tax capacity.
c) During the Exemption Period. the Authority shall make, or cause to be made, annual
payments in lieu of taxes ("PILOT") in payment for the public services and facilities
furnished from time to time without other cost or charge for or with respect to the
MHOP Units. Each PILOT shall be made at the time when real property taxes on the
MHOP Units would be paid if it was subject to taxation, and shall be in an amount
equal to either (i) five percent (S%) of the Shelter Rent actually collected but in no
even to exceed five percent (S%) of the Shelter Rent charged with respect to such
MHOP Units during the preceding calendar year, or (ii) the amount permitted to be
paid by applicable State law in effect on the date such payment is made.
d) Pursuant to Afinnesota Statutes, Section 469.040, subdivision 3, the County shall
distribute the PILOT among the Taxing Bodies in the proportion which the real
property taxes which would have been paid to each Taxing Body for such year if the
MHOP Units were not exempt from taxation; provided, however, that no payment for
any year shall be made to any Taxing Body in excess of the amount of the real
property taxes which would have been paid to such Taxing Body for such year if the
MHOP Units were not exempt from taxation.
e) In the event the PILOT is not paid, no lien against the MHOP Units or assets of the
Authority or NRA shall attach, nor shall any interest or penalties accrue or attach on
account thereof.
During the Exemption Period, the Municipality, or other appropriate Taxing Body, without
cost or charge to the Authority, the HRA or tenants of the MHOP Units (other than PILOT)
shall:
a) Furnish or cause to be furnished to the MHOP Units public services and facilities of
the some character and to the same extent as are furnished from time to time without
cost or charge to other dwellings and inhabitants in the Municipality;
b) Vacate such streets, roads, and alleys within the area of the MHOP Units as may be
necessary in the development thereof, and convey without charge to the Authority.
IE`-wmu! ou MCS:nxx+.n(;c2 COOPFaA noN AGRF.FMWF
MPHA PINMOUTH HRA -CT' OF PLYMOUTH
SHF.NANWAH WOODS
the HRA or Owner of the MHOP Units such interest as the Municipality, or other
Taxing Body may have in such vacated areas; and, in so far as it is lawfully able to
do so without cost or expense to the Authority, the HRA, the Owner of the MHOP
Units or to the Municipality or other Taxing Body, cause to be removed from such
vacated areas, in so far as it may be necessary, all public or private utility lines and
equipment;
c) In so far as the Municipality or other Taxing Body may lawfully do so, (i) grant such
deviations from the building code of the Municipality or other Taxing Body as are
reasonable and necessary to promote economy and efficiency in the development and
administration of the MHOP Units, and at the same time safeguard health and safety,
and (ii) make such changes in any zoning of the site and surrounding territory of the
MHOP Units as are reasonable and necessary for the development and protection of
the MHOP Units and the surrounding territory;
d) Accept grants of easements necessary for the development of the MHOP Units; ara
e) Cooperate with the Authority and HRA by suck. other lawful action or ways as the
Municipality or other Taxing Body and the Authority may find necessary in
connection with the development and administration of the MHOP Units.
In the initial development of the MHOP Units, the Municipality further agrees, on behalf of
all Taxing Bodies, that within a reasonable time after receipt of a written request therefor
from the Authority or HRA:
a) that it will accept the dedication of all interior streets, roads, alleys, and adjacent
sidewalks within the area of the Development, together with all storm and sanitary
sewer mains in such dedicated areas, after the Owner of the MHOP Units, at its own
expense, has completed the grading, improvement, paving, and installation thereof in
accordance with specifications acceptable to the Municipality or other Taxing Body;
b) that it will accept necessary dedications of land for, and will grade, improve, pave,
and provide sidewalks for, all streets bounding the Developments as are necessary to
provide adequate access thereto (in consideration whereof the Own:r shall pay to the
Municipality or other Taxing Body such amount as are or could be assessed against
the Development); and
c) that it will provide, or cause to be provided, water mains, and storm and sanitary
sewer mains, leading to the Development and serving the bounding streets thereof (in
consideration whereof the Owner of the MHOP Units shall pay to the Municipality or
other Taxing Body such amount as are or could be assessed against the
Development).
If by reason of the Municipalitys or other Taxing Body's failure or refusal to furnish or cause
to be furnished any public services or facilities which it has agreed hereunder to famish or
cause to be furnished to the Authority. the HRA, the Owner or tenants of the MHOP Units,
and the Authority, the HRA or the Owner of the MHOP Units incurs any expense to obtain
such services or facilities, then the Authority or HRA may cause to be deducted the amount
nwarHusmslxlcsr , 3 CDDW TMAaAFJMFxr
I,OnAMMMOUTH HRAA+CITY OF PI.YMOUTH
LIM
of such expense from any PILOTS due or to become due to the Municipality or other Taxing
Body in respect to the MHOP Units.
No Cwperation Agreement heretofore entered into between the Municipality and the
Authority or HRA shall be construed to apply to any MHOP Units covered by this
Agreement.
No member of the .governing body or any other public official of the Municipality or other
Taxing Body who exercises any -responsibilities or functions with respect to the MHOP Units
during his/her tenure or for one year thereafter shall have any interest, direct or indirect, in
the MHOP Units or any property included or planned to be included in the MHOP Units, or
any contracts in connection with the MHOP Units or property. If any such governing body
membef.or such other public official of a Taxing Body involuntsrily acquires or had acquired
prior to the beginning of his/her tenure any such interest, he/she shall immediately disclose
such interest to the Authority.
9. During the Exemption Period this Agreement shall not be abrogated, changed, or modified
without the consent of the Government. The privileges and obligations of the .Municipality
and other Taxing Bodies hereunder shall also remain in full force and effect with respect to
each MHOP Units so long as the beneficial title to such MHOP Units is held by the
Authority or by any other public body or governmental agency, including the Government.
authorized by law to engage in the development or administration of low -m. -it housing
projects. If at any time the beneficial title to, or possession of, any MHOP Units is held by
such other public body or governmental agency, including the Government, the provisions
hereof shall inure to the benefit of and may be enforced by, such other public body or
governmental agency, including the Government.
DdMNNI:! 017 MCI. C".DOC COWFAATM AORFiFAVW
MPHA PLYMMM4 HRA CrrY OF Ph.YMOum
SHF.NANDOAH WOODS
IN WITNESS. WHEREOF the Municipality, the HRA and the Authority have respectively
signed this Agreement and caused their seals to be affixed and attested as of the day and year fust
above written.
MINNEAPOLIS PUBLIC HOUSING
AUTHORITY IN AND FOR THE CITY
OF MINNEAPOLIS
By
Its
And by
Its
DAMM1230131DOCSCOOP.IXIC COOKItAMON AO1F37 GM
MR4VA.YMOMM MU CITY OF PLYMOUTH
SHFlMANDOAH mons
F.XE[.1l M PAOF.
CITY OR PLYMOUTH.
MINNESOTA
By
Joy Tierney
Its Mayor
And by
Dwight Johnson
Its City Manager
u
OOOPMATM AdRP.FAW
UO ".V WWM HOMCITV OF H.VMDlft
SHMAM MPJTIIOM
This Document Drafted by.
Holmes & Galey, Ltd.
1200 One Financial Place
120 South Sixth Street
Minneapolis, MN 55402
612-288-9300
612-288-9400(Fax)
0:,MNN125%013%D0C5 aW,fX)C.
PLYMOUTH HOUSING AND
REDLVELOPMENT AUTHORITY
B
H. David Crain
Its Chair
And by
Anne Hurlburt
Its Executive Director
COopmTM ACAEEMFM
MR".VMOU7H HMCM OF PLVMMMf
6NFMNDMH WOODS
EXFL1rrION PAGE.
EXECUTION COPY
11/10/97
INITIAL AGREEMENT
THIS AGREEMENT, made this day of 1997 by and between the
Minneapolis Public Housing Authority in and for the City of Minneapolis, a public body
corporate and politic (the "MPHA") and the- Plymouth Housing and Redevelopment Authority, apublicbodycorporateandpolitic (the "HRA") is entered into.pursuant to Minnesota Statutes, § 471.59 and § 469.012, Subds. I (11) and 3.
WHEREAS, the MPHA has entered into an Annual Contributions Contract ("ACC") withtheUnitedStatesDepartmentofHousingandUrbanDevelopment ("HUD") for funding thecapitalandoperatingcostsoflowrentpublichousingunitsandprojectsthroughouttheMinneapolis -St. Paul metropolitan area; and
WHEREAS, the MPHA has established the Metropolitan Housing Opportunities ProgramMHOP") pursuant to which it will cooperate with suburban counties and municipalities in the
construction and operation of qualified housing units (thP "MHDP Units"); and
WHEREAS, Shenandoah Woods Limited Partnership, a Minnesota limited partnershipj (the "Owner") has applied to the MPHA to locate six (6) MHOP Units within its development ofa64 -unit multifamily housing project to be known as Shenandoah Woods (the "Development") to be located in the City of Plymouth (the "City"); and
WHEREAS, the MPHA, the HRA and the City have agreed to cooperate in the locationofsix (6) MHOP Units in the Development; and
WHEREAS, the purpose of this Agreement is to define the relationship of the MPHA andHRA, with respect to the planning, construction, ownership and operation of the MHOP Units.
NOW, THEREFORE, it is agreed by the parties hereto as follows:
1. PROPOSAL The parties will jointly prepare and submit to HUD a proposal fordevelopmentfundsintheapproximateamountof $590,000 and ongoing operatingsubsidyundertheACCfortheconstructionandoperationof4replacementunitsand2incentiveunitsofMHOPhousing.
A. All required Development information, including frnanciai pro formas and design
and construction documents, will be gathered and assembled by the HRA anddeliveredtotheMPHA.
B. Final document preparation, including initial operating budgets, and conformitywithfederalregulationsandHUDrequirementswillbetheresponsib:: ty of theMPHA.
W MNN 125 013 tIXXs1NITUI-WX
1 IPnnAI. ACRPFMaNn
MPHA41.VM MYnI HRA
SMANII WAH UNM
C. The MPHA shall be responsible for administering the processing of the Proposal
and obtaining its approval by HUD.
D. The HRA shall be responsible for all liaison with the Metropolitan Council and
the Minnesota Housing Finance Agency ("MHFA") with respect to all other
funding effecting the Development.
E. The HRA will provide to the MPHA a copy of the HRA's Equal Opportunity
Housing Plaa and the MPHA will provide the HRA with a copy of the current
MPHA plan. The parties will make reasonable efforts to coordinate the substance
and. implementation of these plans in the development and operation of the
MHOP Units.
The MPHA will monitor the application of federal Davis -Bacon wage
requirements which shall apply to the Development provided that the Housing
Development Agreement between and smeng the HRA. MPHA and the Owner
shall require the Owner and construction contractors to provide the MPHA such
information as it may reasonably require in order to meet its obligation hereunder.
11. DEVELOPMENT. The MPHA and the HRA shall enter into a Housing Development
Agreement with the Owner which will:
A. Establish the design and construction specifications of the six (6) MHOP Units as
3 two-bedroom and 3three-bedroom units;
B. Confirm the amenities to be provided within and around the Development;
C. Provide that the level of MHOP funding for the Development will equal certified
construction costs (pro rata based on bedroom size);
D. Provide that the operating subsidy reserve fund be drawn upon in the event
operating subsidies paid by the MPHA are inadequate to pay the difference
between MHOP Unit income and expenses, as defined below;
E. Provide for the draw -down of public housing development funds on a pro rata
basis with other Development funding sources;
F. Establish a system by which the MHOP units within the Development will not be
physically identified, but rather will "float" throughout the Development
depending upon vacancies and availability;
G. Identify the system for construction inspections, cost certifications and
development audits;
H. Require execution by the Owner of the Regulatory and Operating Agreement and
a Declaration of Restrictive Covenants creating a covenant running with the land
DAMMNI:S 1117 IXXN INITIAI..IXXINITIA. AGREEMENT1MPHAINIZIIHHRA
SNE.MANMMN WUDDs
obligating the Owner of the Development and all successors in interest to
maintain and operate the MHOP Units in compliance with all applicable
requirements of Section 3 of the United States Housing Act of 1937 and the ACC;
and
1. Require the recording of the Declaration of Restrictive Covenants against the
Development property.
111. MANAGEMENT. The Regulatory and Operating Agreement shall provide that
the "Managing Agent") shall manage all the units at the
Development, including the MHOP Units and:
A. shall comply with all federal law, regulations and policies and the ACC.
B. shall provide the MPHA/HRA and/or HUD with access to all books and records
maintained by the manager or managers with respect to the MHOP Units.
C. shall be subject to termination and replacement as to the entire Development if it
is determined by the MPHA/HRA, subject to appropriate judicial review by any
court of competent jurisdiction, that the Managing Agent or any successor has
materially violated, breached, or failed to comply with any provision of federal
law, regulation, policy, or the ACC.
D. shall receive from the MPHA/HRA the names of persons and families who meet
the income and waiting list criteria for admission into the MHOP Units and shall
carry out such administrative functions as (but not limited to) applicant interviews
and screening, verifications, determination of suitability for admission, unit
assignment, execution of leases, terminations and evictions.
IV. WAITING LIST MANAGEMENT. The HRA shall maintain the waiting lists for those
applying for housing in the MHOP Units, using applicable federal, MHOP and local
priorities. Applicants for the six (6) MHOP Units will be selected from waiting lists
based upon the following priorities:
A. The Replacement Authority Units (as defined in the Regulatory and Operating
Agreement) will be selected based upon the following priorities:
I. First, to families displaced by the demolition of Minneapolis public
housing units pursuant to that certain Consent Decree entered in settlement
of Holtman et al. vs. Cisneros et al., U.S.D.C. (Minn. Dist., 4th Div.) Civil
Case No. 4-92-712.
2. Second, to families on the MPHA waiting and transfer lists who live in
minority or poverty concentrated areas in the metropolitan area.
G 3. Third, to families on the MPHA waiting list. This will include all families
wishing to participate in MHOP, including both Minneapolis waiting list
D.- MNN12! 013 DOCSHNITIALDOC3 INITIAL AC,RUMENT
MPHA.A.VKXnH NIU
SXFNA MOAN WOODS
families and applicants from the HRA. The MPHA will automatically
place all applicants from the HRA on its waiting list, thus making both
Minneapolis and City of Plymouth residents equally eligible for this
priority.
B. The Authority Incentive Units (as defined in the Regulatory and Operating
Agreement) will be filled pursuant to the HRA's waiting list procedures.
The HRA will have full and complete control over the management of the waiting
list, and the Managing Agent will have complete control over the selection of
residents, so long as the MHOP priorities and all federal and state laws are
followed. The MPHA will promptly and continuously refer all Minneapolis
applicants to the HRA for placement on the MHOP waiting list. If the referral
system results in no eligible and suitable tenant with Consent Decree priorities,
the unit can be filled with other applicants on the waiting list. The HRA shall
provide HUD a certification, in the form attached hereto as Exhibit A, certifying
that its waiting list procedures will conform with applicable law and regulations.
V. POST CONSTRUCTION DUTIES. As a part of the HUD close-out requirements with
respect to the MHOP Units, the following responsibilities will be assigned:
A. The MPHA shall designate the End of the Initial Operating Period ("EIOP") and
shall coordinate the inclusion of the MHOP Units in the MPHA Annual Operating
Budget.
B. Within 12 months of EIOP, the HRA shall gather information and provide HUD
with the Actual Development Cost Certificate ("ADCC").
C. The MPHA shall be responsible for the preparation of an audit by an independent
public accountant as a part of its submission of the ADCC. The HRA shall
provide such information as is in its possession or can be reasonably obtained in
order to assist the MPHA with such audit.
D. The MPHA shall monitor the Managing Agent's procedures and results in
screening applicants provided from the HRA waiting lists and report the results
thereof to HUD as may be requested or required.
VI. TAX CERTIFICATIONS
The HRA shall annually certify to the appropriate assessing officials the number of
MHOP units located within the Development, pursuant to Minnesota Statutes, Section
469.040, subdivision 4.
VII. OPERATING SUBSIDY. Under the ACC, HUD contracts to provide an operating
subsidy to the MPHA for all units subject to the ACC, which will include these MHOP
Units. It is therefore necessary to establish a methodology by which the MPHA will pay
operating subsidy to the Owner, of the MHOP Units. That system, to be described more
WMN\1:} 11131=5 INITIALOM 4 INITIAI. AGREEMENT
MPHA PLYMOUTH HRA
sHF.NANOOAH WCX)M
fully in a Regulatory and Operating Agreement between the MPHA and the Owner. will
be generally as follows:
A. As used in this Section VII, the following terms shall have the following
meanings:
I. "Allowed Project Expenses" means all necessary and reasonable operating
expenses of the Development for any period, including:
a) all ordinary •aid necessary expenses of operations of the
Development shown as line items on Form HUD -92547-A (Budget
Worksheet), exclusive of real estate taxes and debt service
requirements of any lender and exclusive of ut!" y expenses which
are the direct responsibility of tenants; provided, however, that if
the Owner shall be required to borrow funds for repairs,
replacements or improvements not funded from a Development
reserve fund for replacements, debt service requirements for any
such borrowing approved by the MPHA (which approval shall not
unreasonably be withheld) shall be included in Allowed Project
Expenses; provided, further, that MHOP Unit Expenses (as
hereinafter defined) shall be reduced by any amounts contributed
by the MPHA or HRA, on a grant basis, for repairs, replacements
or improvements;
b) management fees payable pursuant to the Property Management
Agreement;
c) legal expenses associated with the operation of the Development as
well as accounting and audit expenses, including tax return
preparation expenses, permitted to be charged as project expenses
pursuant to HUD Handbook 4370.2 REV -I, Financial Operatlons
and Accounting Procedures for Insured Multifamily Projects. or
any successor thereto; and
d) reserves for replacements and for any other purposes, as required
by any lender and approved by the MPHA.
2. WHOP Percentage" shall mean the higher of (i) the number of MHOP
Units. divided by the total number of units at the Development, or (ii) the
net rentable square feet of the MHOP Units (assuming 3 two-bedroom
units and 3 three-bedroom units), divided by the net rentable square feet of
all the units at the Development.
3. WHOP Unit Expenses" shall mean (A) Allowed Project Expenses,
multiplied by the MHOP Percentage. plus (B) the payment in lieu of real
estate taxes made in respect of the MHOP Units. if any, plus (C) amounts
paid to MHOP Unit occupants as utility reimbursement (i.e., "negative
M MYNI ZS 017'1XX311N1T1A1_MX5 IHmAI. ACHIMME.NT
MPHA M.VWXMI NRA
SHENANDOAH WOODS
rent"); provideu. however, that if any line item expense shall be included
in Estimated MHOP Unit Expenses on the basis of a percentage other than
the MHOP Percentage pursuant to the second sentence of Section VII B
1) hereof, such expense shall be included in MHOP Unit Expenses on the
basis of the same percentage;
4. WHOP Unit Income" shall mean all income received in respect of MHOP
Units, including tenant rents ("Tenant Rent" as defined in 24 CFR 1
913.102) and any other sources of income received in respect of MHOP
Units, including all types of revenue shown as line items on Form HUD
92547-A, but exclusive of operating subsidy.
5. "Estimated Allowed Project Expenses," "Estimated MHOP Unit
Expenses," and "Estimated MHOP Unit Income" shall mean the estimated
amounts of such items for any period determined in accordance with
subsection (B) hereof.
B. Not later than 90 days prior to the anticipated Date of Full Availability ("DOFA")
for occupancy of any unit of the Development, and not later than 150 days before
the first day of any subsequent MPHA Fiscal Year, the Owner shall prepare and
submit to the MPHA a proposed operating budget for the following MPHA Fiscal
Year (or, in the case of the year in which DOFA occuws. the remainder thereof)
Operating Budget"). The Operating Budget shall project Estimated Allowed
Project Expenses, Estimated MHOP Unit Expenses, tmd Estimated MHOP Unit
Income for the subject period. subject to the following fonditions:
Estimated Allowed Project Expenses shall be as reasonably estimated by
the Owner. The MPHA may comment upon and propose changes to the
Estimated Allowed Pmject Expenses as provided by the Owner and set
forth in the Operating Budget submitted to the MPHA, but the Owner
shall not be required to reduce any estimated expense below the
Development -wide amount for such expenditure reasonably anticipated by
the Owner for the period. However, the portion of any line item within the
Estimated Allowed Project Expenses included in Estimated MHOP Unit
Expenses shall be altered from the MHOP Percentage if the MPHA
demonstrates satisfactorily that allocation of such item to the MHOP Units
on the basis of the MHOP Percentage is inappropriate (e.g., marketing and
advertising costs, if such relate solely or preponderantly to the non MHOP
units).
2. Until the completion of initial rent -up of the MHOP Units, Estimated
MHOP Unit Income shall be determined on the basis of assumed tenant
rent collections for each unit size equal to the average tenant rent
collections for all units of comparable size owned and administered by the
MPHA in the most recent annual or semiannual period for which such
statistics are available at the time of the Owner's submission of the
Operating Budget for such period to the MPHA For each subsequent
minimus ou Ixx,% INITIAL m INIt1A1. AORf:FMFNr6MPHAM.VWXM HRA
SHFNAMMMH WOrM
MPHA Fiscal Year, Estimated MHOP Unit Income shall be determined on
the basis of the aggregate tenant rents actually collected for all MHOP
Units during the first six months of the preceding MPHA Fiscal Year.
Notwithstanding the foregoing, with respect to any MPHA Fiscal Year,
the MPHA may agree to project Estimated MHOP Unit Income at a level
different from that which would other vi.e be established pursuant to the
preceding sentence, taking into account (a) the reasonably anticipated level
of incomes of tenants anticipated to be admitted to the MHOP Units
during such period, based on anticipated turnover and the admissions
policies, and (b) reasonably anticipated increases in income levels of
existing tenants based on tenant participation in employment training and
other supportive services programs.
C. During each MPHA Fiscal Year commenring with the first MPHA Fiscal Year
after DOFA, and subject to any limitations arising from application of Section 20
e) of the Act and operation of the Development Operating Subsidy Cap. the
MPHA shall pay to the Owner an amount equal to (1) Estimated MHOP Unit
Expenses for such period, less (2) Estimated MHOP Unit Income for the period
the "Operating Subsidy Requirement"). The MPHA shall pay to the Owner, on
the first day of each month of an MPHA Fiscal Year, one -twelfth (1/12) of the
Operating Subsidy Requirement for such MPHA Fiscal Year. provided. however,
that the Owner and the MPHA may agree, upon determination of the Operating
Budget and Operating Subsidy Requirement for any MPHA Fiscal Year, to
provide for unequal monthly payments for srich year.
Vlll. REGULATORY AND OPERATING AGREEMENT RESPONSIBILITY. The
Regulatory and Operating Agreement provides for ongoing joint monitoring and
decision-making by the HRA and MPHA. If the two entities cannot agree as to any
action or response called for in said Agreement, or any other agreement involving the
MHOP Units, the decision of the MPHA shall be controlling with respect to all matters
which directly or indirectly effect either its financial obligations with respect to the
MHOP Units or its relationship with HUD arising from the ACC. In all other matters, the
decision of the HRA shall control.
IX. RESERVE FUND An operating reserve will be created by the Owner from its funds.
The reserve will equal three years' estimated operating subsidy for the MHOP Units, but
will be allowed to grow through interest earnings and certain operating subsidy
reimbursements, if any. Shortfalls. either because of the recalculation of three years'
estimated operating subsidy or because of necessary withdrawal from the reserve may be
made up by the MPHA or HRA. but they are not obligated to do so.
X. ADMINISTRATIVE COSTS. The MPHA and HRA shall each bear the costs
associated with their respective obligations and responsibilities described herein or
otherwise related to the construction and operation of the MHOP Units. The MPHA and
the HRA shall separately agree as to reimbursements to the HRA. if any, for
administering the waiting list and grievance procedure.
IY.'MNN127.017•BgCA IN171AI..000 •' WMA I. AGRF.FA6M
NPKAMI
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OWMANWAH Wa m
XI. TERMINATION AND/OR ASSIGNMENT
A. In the event the HRA wishes to terminate this Agreement it may do so as follows:
1. Ninety (90) days' notice of its intention to terminate shall be served upon
the MPHA by the HRA in writing;
2. The HRA shall assume and undertake all of the obligations and
responsibilities of the MPHA as set forth in all written agreements relating
to Development between the MPHA, on the one hand, and the HRA, the
Owner, the MHFA, HUD or any other contracting party, on the other,
3. The HRA shall become the contracting party with HUD with respect to the
annual contributions contract governing the construction and operation of
the Development;
4. HUD shall consent in writing to such termination; and
5. The MPHA shall be released from all future liability arising from and
responsibility for the ongoing construction or operation of the
Development.
B. In the event the HRA and the Metropolitan Council agree that the Metropolitan
Council will undertake the responsibilities and obligations of the MPHA with
respect to the Development, and provided that the Metr.,Politan Council fulfills
the conditions described in paragraph XIA I through 5, above, the MPHA shall
assign to the Metropolitan Council all of the agreements to which it is a party as
they may relate to the construction or operation of the Development.
C. All agreements executed by the MPHA with respect to the Development shall
provide for the eventualities described in this paragraph XI.
X11. MISCELLANEOUS.
A. No member, official, or employee of the MPHA or HRA shall have any personal
interest, direct or indirect, in this Agreement, nor shall any such member, official,
or employee participate in any decision relating to this Agreement which affects
his or her personal interests or the interests of any corporation, partnership, or
association in which he or she is, directly or indirectly, interested. No member,
official, or employee of the MPHA or HRA shall be personally liable to a party to
this Agreement, or any successor in interest, in the event of any default or breach
by any party or for any amount which may become due a party or successor or on
any obligations under the terns of this Agreement.
B. The parties hereto, for themselves and their successors and assigns, agree that
during the term of this Agreement they will comply with all affirmative action and
Iy%"-N123017 DIX'S INITIAI.OM g mimAGRE MENT
MPHA
Pit
1711 HRA
SHF.NANDOAH W(XWK
non-discrimination requirements of applicable federal, state or local laws or
regulations.
C. Any titles of the. several parts, Articles, and Sections of this Agreement are
inserted for convenience of reference only and shall be disregarded in construing
or interpreting any of its provisions.
D. Except as otherwise expressly provided in this Agreement, a notice, demand, or
other communication under the Agreement by either party to the other shall be
sufficiently given or delivered if it is dispatched by registered or certified mail,
postage prepaid, return receipt requested, or delivered personally, and
in the case of the MPHA, is addressed to of delivered personally to the
MPHA at 1001 North Washington Avenue, Minneapolis, MN 55401,
Attention: Executive Director, and
2. in the case of the HRA, is addressed to or delivered personally to the HRA
at 3400 Plymouth Boulevard, Plymouth, MN 53447-1482 Attention:
Executive Director,
or at such other address with respect to either such party as that party may,
from time to time, designate in writing and forward to the other as
provided in this Section.
E. This Agreement may be executed in any number of counterparts, each of which
shall constitute one and the same instrument.
R'MNNIS'Olb'MKIhIN111A1_000
9 INITIAL AGREFI GM
MRIA,N.V HNJTH i111A
SNFNANnOAH Wg01(>S
IN WITNESS WHEREOF, the MPHA has caused this Agreement to be duly executed in
its :lame and behalf and its seal to be hereunto duly affixed and the HRA has caused this
Agreement to be duly executed in its name and behalf on or as of the date first above written.
MINNEAPOLIS PUBLIC HOUSING
AUTHORITY IN AND FOR THE CITY
OF MINNEAPOLIS
By
Richard Brustad
Its Chairman
By
Cora McCorvey
Its Executive Director
STATE OF MINNESOTA )
ss.
CITY OF HENNEPIN )
On this day of , 19_, before me, a notary public within and for
Hennepin Ciry, personally appeared Richard Brustad and Cora McCorvey, the Chairman and
Executive Director, respectively, of the Minneapolis Public Housing Authority, a public body
cogporate and politic under the laws of the State of Minnesota (the "MPHA"), named in the
foregoing instrument and acknowledgeu said instrument on behalf of the MPHA.
Notary Public
MNN12! 013 DOCS INITIALAX
INI11AL ACdtF.FMFM
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Aft
IV PLYMOUTH HOUSING AND
REDEVELOPMENT AUTHORITY
By.
H. David Crain
Its Chair
By'
Anne H1idburt
Its Executive Director
STATE OF MINNESOTA )
ss.
COUNTY OF l
On this day of . 19_, before me, a notary public within and for
County, personally appeared H. David Crain and Anne Hurlburt, the Chair and
Executive Director, respectively, of the Plymouth Housing and Redevelopment Authority, a
public body corporate and politic under the laws of the State of Minnesota (the "HRA"), .named
in the foregoing instrument and acknowledged said instrument on behalf of the HRA..
Notary Public
MIMNN1750171nWMIN171ALDOC INITIAL AGREFJMF.UR
MRIAYI.Y AMW HRA
SHF.NAN00AN w000S
F.XFO nU)NCOPY
EXHIBIT A
Waiting List Certification
We hereby certify that the Plymouth Housing and Redevelopment Authority's waiting list
for the Metropolitan Housing Opportunity Program at the Shenandoah Woods Development in
Plymouth, Minnesota will conform to a Consent Decree in settlement of Hollman et al. v.
Cisneros et al... U.S.D.C. (Minn. Dist., 4th Div.) Civil No. 4-92-712 and 24 CFR Part S, Part 8,
913, 960 and 966 and applicable Fair Housing and Equal Opportunity laws and regulations.
Dated: ,19
PLYMOUTH HOUSING AND
REDEVELOPMENTAUTHORITY
By
H. David Cutin
Its Chair
By
Anne Hurlburt
Its Executive Director
STATE OF MINNESOTA )
ss.
COUNTY OF 1
On this day of . 19 , before me, a notary public within and for
County, personally appeared H. David Crain and Anne Hurlburt, the Chair and
Executive Director, respectively, of the Plymouth Housing and Redevelopment Authority, a
public body corporate and politic under the laws of the State of Miu.wsota (the "HRA"), named
in the foregoing instrument and acknowledged said instrument on behalf of the HRA.
Notary Public
D:VIMN12"1 VXXMNmAI.DW A-1 INMALACJWA*=
MMA.PI.VhKXF 11 MIA
Slff.'NAMIOM MOODS
DATE: November 14, 1997 for Housing and Redevelopment Authority Meeting ofNovember20, 11997
TO: Anne W. HkIbtut;97Executive Director
FROM: Edward J. Goldsmith, HRA Supervisor *
SUBJECT: December 10 Public Hearing for Re -allocation of CDBG Funds for Shenandoah
Woods Apartments
As part of the early discussions with the developer of the 64 unit Shenandoah Woods Apartments
to be built at Shenandoah Lane and Twenty-second Avenue North, we had discussed the CityassistingthedevelopmentwithCommunityDevelopmentBlockGrantandtaxincrementfunding. As planning for the development progressed, it appeared that the $784,300 in subsidycommitmentsfromtheMinnesotaHousingFinanceAgency, Hennepin County federal HOME
Program, the Metropolitan Council, and the Family Housing Fund would be adequate to support
the proposed rents at the development without City provided financial assistance. However, thedeveloperrecentlyreceivedconstructionbidsthatareinexcessoftheamountbudgeted.
In order to close on the purchase of the land and the development financing before the end of the
year, the developer has requested $300,000 in assistance fiom the City to close the financing gapcreatedbythehigherconstructionbids. We have advised the developer that $100,000 in CDBG
funds could be made available to assist the development, subject to HRA and City Council
approval. Additional City assistance could not be made available before the end of the year. In
order to be able to close before the end of the year with only $100,000 in assistance from the City, the developer will re -design the development to eliminate $200,000 in construction costs. For your
information, the attached Fact Sheet describes the development, including proposed rent levels.
In order to make $100,000 of CDBG funds available for the Shenandoah Woods Apartments, the
HRA and City Council will need to re -allocate fiords from the First Time Homebuyer and
Administration accounts. Because this will be a new activity and it exceeds $25,000, the HRA is
required to hold a public hearing, after providing a ten day public notice, before acting upon thisrequest. The required notice will appear in the November 19' issue of the Plymouth Sun -Sailor for
the public hearing to be held on Monday, December I" at 6:00pm in the Public Safety TrainingRoom. If approved by the HRA, the request will be presented to the City Council on December17".
I recommend that at the end of the HRA's November meeting, the Board adjourn the
meeting to reconvene on December 1, 1997 at 6:00pm in the Public Safety Training Room ortthesecondfloorofthePublicSafetyBuildinginthePlymouthCityHallComplex.
SHENANDOAH APARTMENTS FACT SHEET
SHENANDOAH LANE AND 22M AVENUE NORTH
Shenandoah Apartments are proposed to be a 84 unit tnbaed Income rental development that
will provide housing affordable to a wide renge of people.
The development responds to the City of Plymouth's adopted Housing Plan that has
established goals to encourage the developmend of a diverse range of housing that is needed
by persons already living and working in the City.
Only 8 of the units will receive subsidies that win permit low Income families to pay 30% of their
Incomes for rent The remaining 58 unitd will cost from $454 to $934 per month. The
accompanying chart gives a more specific break -down of the proposed rentals:
Rental Housing in the Parkers Lake Planned Unit Development (PUD):
The Parkers Lake PUD currently contains approximately 1,000 units of ownership housing and
312 rental housing units. The proportion of rental housing Is slightly less than the city-wide ratio
of 2896. The addition of the Shenandoah Apartments would bring this ratio to 27%.
With the development of Shenandoah Apartments a total of 40 rental units in theParkere Lake
PUD will be affordable to persons at 50% of the metropolitan area median income (the current
standard defining affordable rental housing). This Is 9.896 of rental housing in the area,
significantly below the citywide proportion of affordable rental housing of 15%.
Shenandoah Apartments would have a mix of rents different from the nearby84 unit Lakeview
Commons, where all two and three bedroom units rent for SIM and $785 respectively. No
apartments are cum" available at Lakeview Commons. Persons applying at Lakeview
Commons are put on a waiting list to fill vacancies as they occur due to normal turnover.
Rwde at the 248 unit Parkers Lake Apartments range from $755 to $835, and $885 to $935,
and $1,025 to $1,085 for one, two, and three bedroom apartments, respectively. No
apartments are currently available at Parkers Lake Apartments.
City Of Plytnowh. CWWwd1y Dm1opmnt DePer0=K 7/08197
No. of Maximum
Type of Unite Units Monthly Cat Affordable Family
Income
Subsidized Units (6):
Two Bedroom 3 3095 of 28,650
Throe Bedrooms 3 995 teams income 33,234
Units Affordable up to 5095 of
Area Median Income (18):
One Bedroom 4 4544532 522,920
Two Bedrooms - 6 11551.5646 28,650
7broe Bedrooms 8 28% 1 $642 - $751 33,234
Units Affordable at 60%
of Area Median Income (22):
One Bedroom 5 640 527,304
Two Bedrooms Is 775 34,380
7bree Bedrooms 2 35% 900 39,881
Fuu Rste Units (18):
One Bedroom 3 656
Two Bedrooms 12 781
Tbree Bedrooms 3 29% 934 No limit
Total Units 64 10095
Rental Housing in the Parkers Lake Planned Unit Development (PUD):
The Parkers Lake PUD currently contains approximately 1,000 units of ownership housing and
312 rental housing units. The proportion of rental housing Is slightly less than the city-wide ratio
of 2896. The addition of the Shenandoah Apartments would bring this ratio to 27%.
With the development of Shenandoah Apartments a total of 40 rental units in theParkere Lake
PUD will be affordable to persons at 50% of the metropolitan area median income (the current
standard defining affordable rental housing). This Is 9.896 of rental housing in the area,
significantly below the citywide proportion of affordable rental housing of 15%.
Shenandoah Apartments would have a mix of rents different from the nearby84 unit Lakeview
Commons, where all two and three bedroom units rent for SIM and $785 respectively. No
apartments are cum" available at Lakeview Commons. Persons applying at Lakeview
Commons are put on a waiting list to fill vacancies as they occur due to normal turnover.
Rwde at the 248 unit Parkers Lake Apartments range from $755 to $835, and $885 to $935,
and $1,025 to $1,085 for one, two, and three bedroom apartments, respectively. No
apartments are currently available at Parkers Lake Apartments.
City Of Plytnowh. CWWwd1y Dm1opmnt DePer0=K 7/08197