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Home My WebLink AboutHousing & Redevelopment Authority Packet 08-16-2001HRA STAFF REPORTS AUGUST 169 2001 -. AGENDA PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY THURSDAY, AUGUST 16, 2001 7:00 p.m. WHERE: Medicine Lake Room Plymouth City Center 3400 Plymouth Boulevard Plymouth, MN 55447 CONSENT AGENDA All items listed with an asterisk (*) are considered to be routine by the Housing and Redevelopment Authority will be enacted by one motion. There will be no separate discussion of these items unless a Commissioner, citizen or petitioner so requests, in which event the item will be removed from the consent agenda and considered in normal sequence on the agenda. 1. CALL TO ORDER - 7:00 P.M. 2. APPROVAL OF MINUTES 3. CONSENT AGENDA* A. Plymouth Towne Square. Accept Monthly Housing Report. B. Section 8 Project Based Assistance. Approve revised Project Based Assistance Addendum to the Section 8 Administrative Plan. 4. NEW BUSINESS A. Plymouth Towne Square. Discussion of proposals received for management services. 5. ADJOURNMENT AGENDA rp) PLYMOUTH HOUSING AND AUTHORITY THURSDAY, AUGUST 16, 3001 TM p m. WHERIL. Modkhm Labe Room pkmwdb cvy Ceder 3100 P(ym m0 Bodno d Pb -m lb,MNSSi17 CONSENT AGENDA A11 items listed with ao asterisk (') are con l", , d to be mod= by the Housing and Redeedopmem Avdmi,r will be emcted by am mento. There will be no seI me discussion of Ibese items mbm a Comm isdoner, citittea arpedtiaKr so mqumts, inmbM event the item will be removed ham *A comsm agenda and oou idaad in noemd seq mm at the ageo& 1. CALL TOORDER- mm s APPROVAL OF MIKKUTES 3. CO16SE1IT AGENDA` A. Pbmaau Tow= Sgoaae Accept Koaft Homing Repots B. Sad= 8 Pt obd Bud AssWamce. Appmv revind Pagett Based Assistance Addendum m the section 3 AdmWsttative Plain. d. NEW BUSINESS A. Pt7+moab Tawas Sgmne. Disaesiom of proposals Roved for mm gcm m services. S. ADJOURNMENT J MEMORANDUM 4%f* Amte iiwQm t From: Melody Burnham, Botbg Manage; Pb+mouth Towne Some Date: Aagtavt 2001 RE: M Mmathpy Repoet for June 21101 Angttst Newsletter (atmclted) . August R+ d&W Council Metft Mimmles (WjcheO Nho"Itmadd.. June financials attaadted Revenue: Garage ReeW - tour empty garage spaces Revenue: - Beaugr Shop reflect no bmuncian hired Revenue: Guest Suite retkds guest suite being rented for l 1 nights Resident Serviodsupplies : reflects afuebishiag paper prodaets far residextts MRepairs: reflects mplooeraeat of air eoadeaswrr for during area of building WAudit retlacmChy ofPbuoruh audit GAMOStage tIct pay back for misapp I iation of Walkers mailing 96 units leased phis 2 cater units Pleft t (3:t;i Replaced one resider:: rtfrigeratm Replaced one reside*: air conditioner unit kesldent Swvk+es: (J*) New resident into Apt 222 Ruth Johnson pianist prefornned. Coals Achieved this Report Mmtth:(J*) Vacation coverage for staff Planned National. Night Out Goals for nem month: (August) oAd National Night Out event Preparation for 2001 budget cc: Denny O'Donnell Sk MONTHLY OCCUPANCY REPORT PLYMOUTH TOWNE SQUARE July 2001 Jr\\ M130 IMARI AP{'. MANJ ; 00 AUG SEP OCT \O\' DEC TOTAL MARKETING: PfesmItsdalwTows 10 0 3 s 0 APPUCATIOMti: Reae{%ed 2 to 0 0 Ramat APARTM' II 21 01 01 2 1 21 11 01 1 1 1 1 1 lee d• 97 97 Cal"MW A arVa" 2 2 Tad In bulliffin99 Y9 A d It Moerins 2 3 Acl W hlave4w 0 3 A Movi+oats 0 0 Actual Mos: -Gals 0 0 Dass Vacant 31 0 Gamp IAawd• 61 65 Caretaker Carsaes 1 21 2 eidudas welaker epmerar MVarags spaces n PbnrseM Towyn swat+ Calc FAW An N"111 m tlswtn (111dw Jon.506 ml rm rro Annuol Aetad Buccal ariance EWW Rnwttles: Rm" mcane S]9 SE 404,585 9,036 s609.3m affivaumew Income Total Revenues 6.799 43':,351 33.374 437.962 3.425 581, 67.717 677.1 is em azses, Act&**$ and PAWW Sanicas 1,441 VOS 4'`64 4,035 11--Aeepinp 11,035 12.103 1.066 17.560 P&M Opeaaons S l alwour ms 45.215 49.142 169+ 95.328 Utilities 37,860 41.185 1]05 72.775 Itropep.6 Related 14241 343. 79 32.639 Cenral S 4dn+inistraaA0 62.009 61.710 299 126.791 Total Opwal"lleq lea 173,637 15:.166 4]09 349.151 Inconn ENove hdeteat Dop eddlon 254491 255.796 2.696 577.904 and Amortization D3rptaeiatlan and Mnrtization l]cpena 109.716 ims34 3.1s2 213-070 tr,cowns(Lass)Man ;:%=net 114776 149.28: 484 314.894 dmmi t kp~ 142-063 142.358 1 2132MI Hot Mlz. (Leash Oalow OaYla 713 571196 5417 263 Unwltied Sam (Ions) k- -60 ant pettecam(LMQ 7U Si.f96 148] S322W A40sbvws to Caen Plow. Depredalan 5104233 5105052 3.161 1110,10.5 Amort,aaat 1.453 1,45, 2.W5 D: a, lt+tctJ in Re64=163 O 35 0 L:or. (In 7.1 iA Pr:n1s 925 0 0 Omi ", in &P. S Amm" F-,M ms 4.940 0 4.910 Accraw Rea, Esr Ta._s 14790 10.674 116 21.350 Acamoo D "a ost 14ZO55 142,065 I 25;.63, Raaf Est=-ra%Ri)rnem 22.731 IMS r3 S •22.6811 CROWlr.Onokwnems 12.439 x.293 1.441 14000 DW Sara Rm M'sn horn %Y' A Cap 12,143 0 12.1U 0 Cash Rm-d. pom 1\0tk Cap Fund 20.000 0 O Ot10 0 Deposits to Debi smice pw*.P 52.626 awe 0 104500 On= is tO Do0t sante pww4ateal 142.065 14=,0'06 1 182.631 al aaatwvts4r0mI. trtcam. 16.294 32,7 1535 489 tmaun,ttsciplW t0wwwome is 14 SW 4.85U 1 29.7w subtotal 57,746 St3.713 11,459 WOM Inseam(Ostwam)InCub 14,459 34517 m9-16 523.306 Cas118asr3ee, 09*m q of Year S49.039 49.039 Case Balance, ,Iwn 30. 7001 567.495 42.W2 w,•/rams Tun1P VWAnr AWASIC2 EnEPT Jun 70 2001 UpAUD17'9O Af16f1T0 1'JP.PFIAThA1JJlr7: NOT V-01871 k17/i1/AU CHAMP 11JR1,PJAT A•.LP7Cl LP7'T•f CASH 1,000,00 1,000,00 0.00f71P•l•V f n^, 170PMAT1f.7::7 7.8,019,71 1,713,35 19,156,35AfVlti:' :J.f".IlrIT9 f,P1MITO 31,620,•/7 3A, l21„/.11 4, Ir45. AA1 70TAI, CA_:M 11. 47,498.49 44,036.06 14,459,47 AC%",11iT0 NWE1Vh81h•TEOUT10 9300,001 5,00 9705,001A'M, I fIYI P.VrKIVAPLP WHEN 4!0,55 30,15 400,00 TYPAL 1111CPl Jhiri•Y, 170,65 t 6,(,5 95,00 IIfTEMPCT 0P,( lVhff1A, 16,725,00 0,00 16,725,80 I:PET LEm.VICO lgn7,,FPO' 0-P.CL'IVROLR 79,725,80 0,00 15,725,60 PkPIAiI, P/,PEfI;:P (Mirk 1,048.(,2 121,01 077.51 TOM, VRUPA1910 048!52 137,01 1927.!,1 T(/PAL (x/EFPOT /J:LETO 61,417,5p 40705,62 1.....1.. 32,207,88 T+"PL+FT7, F'JJR', AND AJf1)1PY,PMI SAM) 4'50,247,00 444,%47,00 0,0011111SAMM4iHiMSVEY.Pt.K0 r.,ir:, 1° 5,542,075,111 70 755,95Iff:l. IMMISVINI•rl'P' r: t. 54x.5!1 1,'/, 54n.1.11 0.00sI..It l .=:':.: .•/,1, 1'/3. 104, J9 Ill, h4•.,.,• I, 1,10,•14PIf)l$,V0.AT (LY.PUTPE 7,656.41 7,6.50.41 0,001'IFmf: ), F/JIIiP f15110EYP,PFilb3 11015115 1,01'.1} oleo f.Y!: A!"OORATED OFFREC1ATICt: 1,384,'155,2099 1,776,521,09) 110,6,733,371 MAL PPrPP.FT7, PWrT, 6 FOUIPrZ:77 4,066,873.'x7 4,0152,507.90 70,704.07) firm F.U.e•. 11%dYLi'V,PJPPIi ff,1ILTF1n.TIOU rwo 23,27J.051 13, 373.05 0.00 fflVF:7vZ,,fl M',67.11:01 (•/.P1Thl, 449,519,•x7 4471517.98 132,143.391aril:,TY.P„'P1L IADT I.Pnvlce M-0 597,758,40 525,107,38 771700,72II:VVr,Tffitt p'. 'AV1Thi, fY.:O, 155,340,41 150,440,41 14,850.001:nAP1,7iM,. 1AkT 1:1 (V"1-': 1.,4,10.7•: 7.910.11. 0,00 r:iIAMOTI7,Eli (,kfJAttIZA710o GTia,TO 155.16(..56 155,766,!96 0.00 LFO." 16'M:1RMATP,L A11,Y"T1ZR7141t 88,410.07[ 84,493.509 1,482,571 r.c:r:..cd, TOTAL M91LR ALD6TD T!TAL 451=0 CURREPT 0AUI91CR UST r4drs .':/7{/00 CNA046 705,2!2,17 1,51,792.01 57,920.16 8,757,994.00 6,759,665.59 •. " (10,146.59) C LIABILITIPl7 Al, PU1J0 BALAUCP CUYkrI:T LIAOILITIP,Of A(.*M:ITO PA'/hB!,P ACCRUED CAIARIC0 AUI7 WAGER ACCRUED P%P991590 CUPP.rOT MATUPITIP,6 I,011'f1 TERM 1,PJ'ORM/WAIT I.1...T I.P.POIM; TOTAL A/P 4 ACCP.U80 P2PP.UOrO Purl) 19171FRE0, AMP119f, PP,A1, 1='Arm, TA%P.0 OTWPP. CU'r.PPUT LI/.BI1.l71P,8 TOTA1, CUPPP,IIT LIABILIT'Ir8 TPP.P. 1811,T. 801.108 PAYA11 LP. TOTAL U0:Y1 TPP3S GPBT PU.:O BAIAUCP.1 G.. IMP.J1111TEr, CAPITAL PAPTIMP.W OPPIC.T URT 1131COP.P. '1/'00) TOTAL PUIJO BAIAM S T19TAI. 1.1ARILITI95 L PUIIU OAL411CP, CUrPP11T OALAUCP OPT MOUTH 412/31/00 CIWJ4r 37,596.96 96,994.84 5,604.12 186,91 937,37 1750,46) 7.0,297,42 30,402,43 70,705,01) 105,250.00 105,250,00 0,00 32,741.57 32,429,91 371,61 191.074.63 796,OIM1.59 14, 71,033.67 71,032.69 0,90 19,910.21 111.51.30 111,941,301 90,943,66 307,884.06 f1,9s0.0i 207,018.69 7c4. 90.66 11 fi, 879,94) 4,979,500.00 4,079,500,60 0.011 4,979,500,00 4,879,500.00 0.00 11000,000.00 1,000.000.00 0.00 785,266.96 185,269.96 C,00 6,713,35 0.00 6,713.35 1.191,980,31 11785,266.96 6,713,35 1i,351,49Y,00 6,363,666.59 110,166.59) PLYMOM TOMOS 6WARE OTATEMEIIT OF RAM= 4 MOUT110 EIIDRD Jun 30 2001 UNAUDITED S CUM191T MONTfI MUDOET VARIAIICE VAR, S OR OUD, YTO YTD NAR,S JAllUARY 2001- JAWARF.RACTUALRUDOETVARMICROFARD 2001 kF.VP,7PIE EUDOET•-- ADhkTY,1:IlT V.RP 43,9V3.00 43, X092,00 0,00 0,00 263,556,00 263,6:-8,00 0.00IIRAINDIVInuh22,167,00 22,167,00 0.00 0.00 1331002.00 133,002.00 0,00 0,00 0.00 527,912.,00 VACAIIII CARET 1,107.00 1.307,00 0.03 0.00 7,842.00- 7,842,00 O.On 266,000.00 VACAK"i FACTO 182.58• 17G.fd 187,42 50.65 375.58- 21220,00 1,844,42. 0.00 15,684.00• VA At:rV FACTO 1.841.60 176.Ln 1,665.00- 546.02 1.0,565.00- 1,056.00 91509.00- 63,08 900.47 4,440,00 - VACAOC7 CAR 60.00- 60.00 0.00 0,00 360.00- 360,00 0,00 2,110,00- DARAOR RRI7TAL 1.950.00 2,070.00 120.071• S.60 11,860.00 12,420,00 540,00• 0.00 4.35 720.00- 69AUTY GUOF F 0.00 125,00 175,00• 100.06 500.00 750.00 2%0.00 33.33 24,94n,00 1,5n0,00OURGTFOOMRB LAUI7DRY 355 00 165.00 220.00 133,33 525.00 090.00 365166 41.01 2,000.00 Y,IGCBLLIJIEOUD 662.26 0.00 033.00 5.00 29,26 3.51 4,739.51 4,959,00 256.49 5.17 1.01000.00 II7'JRGTY,HIST fU 6,062,69 6,5's6.00 6.00- 100.00 90.00 40.00 42.00 57.50 100.00554,55 10.00 1.27 36,796,08 33,374,00 3,425.08 10.26 67,717,00 TOTAL kBVBUU60 72.049.57 72,974.00 924.43• 432,351.01 437,962.00 .-- 5,610.99 1.,28 677,115,00 E2.FRIt1F,D I Rtn7tOFJ1T D9RVICR01 Y.IGCELIlMAMO 0.00 20.00 20.00• 100.00 61.32 130.00 48.68 37.45 260.00FF,OIDRUT FRDO 79.96 110.00 30.04- 27.31 730.43 915.410 176.57- 19.52 2,085.00LUFFLIBO • OF. 203.15 110.00 173.15 157,41 622.02 650.00 37,06- 5,6.2 1.,650.00 T'M'/.I, RP,G IDBIJT 763.71 240.00 173.11 1.30 1,440,57 1,705.410 s S... 2/,4.33- 15.50 4,035.00 HLIJGBKBRDING, OALhFiEA 0E710FITO 66.00 100.00 34.00• 34.00 66.00 600.00 534.00• 85,00 1,200.00 FURCM, Me H 0.00 0.00 25100 0.00 25.00- 100.00 0.00 150.00 150.00- 100.00 300.00 119FAIRD AILD F. 0.00 0.00 0.00 50.00- 0.00 100.00 9,769.68 9,700,00 69.68 0.72 12,700,00 CUPPLIF,O OR 67.27 234.00 171.73• 73.39 67.07 1.1,34,00 250.00 1,404.00 147.15- 72.85 500.60 2.70.00 19,2.3 21490.00 T7JTAL IR,U:EKRRD 128.27 409.00 280,73• 60,64 11,037,55 12,104.00 1,066.45- 8.61 17,560.00 S C P+SPREnT YAP. 4 VTn MIMI UU0C8T VARIAUCP. OP BUD. ACTUAL r.Ont,lnund PIAIST OPFUhT1ONS A111i :'AlUTR11A11r8: UAIdlk1 E•S 1,/14,7.0 11600.00 34.28 2.04 10,462.43 8Et1EPITO 404,00 420.00 04.00 20.00 1,436.01 APT, kP,11AR1L1 150,00 0.00 150,00 0,00 840,00 CAPPTAP,RR ALL 0,00 50.00 50.00- 100.00 100100 MON. 9VC11-0 1,426,78 2,639,00 712,22- 26.99 13,462.93 RKPAIRG 4 NAI r,029. 8'/ 1,100,00 929,87 84,63 4,913.29 SUPPLIP,O OE 900,50 500.00 490,58 99,72 2,657.60 TRASH REMOVAL 329.85 667,00 337.15• 50,55 2,059.69 NISCELLAUEOUS 0100 100.66 100,00- 100,00 219.06 TOTAL PLAUT OPE 7,653,14 7,156.00 497,36 6,95 451247,91 I:TILITIEO: 2,1.09,09 9,01. 36,000.00 51587.00 3,471,49- UTILITIP,O-P,LP, 2,171.44 2,283.00 111.56- 4,09 9,955.94 UTILITRO CAO/ I,J94.75 742.00 652,75 67,97 25,509.09 UTfL171S0-MAT 482.12 981,00 428.88- 50,85 2,415,52 TOTAL UTILITP,O 046,31 4,006.00 12.31 1.06 37,800.re PkCPERTY AND REU.TEU, ANORTI2 AT1011 247,10 247,00 1 YTO 1,482.57 VAR,% JAIAJAR7 2001 IWDOET 9ARIARCE OP BUD, URCENBER. 2001 BurarT .. 10,400.00 66,43 0,60 20,848.00 2,600.00 1,163.99• 44.77 5,2!2.00 750.00 90.00 12.00 11500100 100,00 100.00- 33.33 600.00 20,944.00 7,461,07- 35.72 37,960.00 6,550,00 6,36.3.29 07,15 14,000.00 3,000,00 657.60 21.92 61000.00 3,996.00 1,942,31• 48.55 8,000,00 600.00 380.14- 63.36 1,200,00 49,142,00 7,644.19• 7,92 95,126,00 11,996,00 1,942.06- 16,32 25,000.00 23,400.00 2,1.09,09 9,01. 36,000.00 51587.00 3,471,49- 56197 11,775,00 41,16'1.00 3,304.45- 6.02 72,775.00 AT1011 247,10 247,00 0,10 0,04 1,482.57 1,462,00 0.670EPRP•CIATIOU 1A,274.61 17,500,00 765.6+1 4.37 1001,233,12 105,092,00 3,181.32 11,2PRECIATION 18,521,71 17,756.00 765.71 4.31 109,715,89 106,534,00 31101,89 111TP.P.ECT P,7,PE 23,677,56 23,677,00 0.96 0,00 142,065.36 142,066.00 0,64. r TOTA1. II:TERPA 23, F77,46 23,67%.00 0.56 0.00 142,069.36 147., O6F.00 0.64• SIMUPANcr pRn 910.00 941.00 31.00- 3,29 91450.64 i, 646,00 195,36P1141. IXTATP, T 1,+06.26 1,779.00 127,26 7,19 10,790,21 10,674,00 116.21SOURPERO0.00 0.00 0.00 0,00 0.00 0.00 d.00 PROPERTY L RE 2,816.X6 2,'!20.00 96.26 3.94 16,240.05 tr, 320.00 70,15- 0,04 2,965,00 3.03 210,105,00 2.99 213,070,00 0,00 262,633,00 0.00 262,631,00 3,46 11,299,00 1,09 21,350,00 0,00 0.00 0,46 .• 32,639.00 lVkRP,1T MUTT IC.IL 1 r.::nAl OPf1PRAL AND A11HI1116TN/.TIVE: RAIARIL'8-HOP 7.330.06 DAU9186-AOHI Si1.89 I,EIIEPITD 1,122.00 IOPKEP'0 COMP 0,00 ADVP.NTISIM k 0.00 AUDIT F. ACCGU 1,000,00 ADTG nun TPAV 99.00 173k111N I.P,A11R 69.15 FAUX. cPflvn:l: 0.00 C641NIP.P. DERVI 13,45 OUP9 A DUROCk. 0.00 TAI PPdPAPATI 0.00 IHTFR90T OFC. 19.55 110XX311,10 COHI' 0.00 I=Al. 0,00 WCP,IIOP,O A301 0.00 14AIIAOP,P,P,IIT PR 3, 350.00 IHDURAHCP. OEO 0.00 P,P.ETINGO 4 OR 0.00 POSTAGE 28.39 PAIMU COMO 20.20 PURCP OERVICE 137,37 LP,AU MIX • 0 0.00 P.PPAIRO A HAI 0.00 UVPCI hI. PVP.1f7' 0.00 SUPPLIED 0.00 TELEPHONE 541.22 P.16CP.LIAMOUS 47..62 TOTAL OPHPRAL 4 17,090.27 TOTAL MEATIVa 66, 306,BS PARtf111G8 t"Gooi 33,742.77 UOrn6! qJa In 110 0.00 P.AIi31,IfG8 (I.OtlRI ,••,1.742.77 VAR. I YTO YTO Ihk,9 fIJDIARY 2001• RUDOBT VAR I AUCP, OP BOO. ACTUAL BUDGET VARiANCR OF ROD, I1PCP346PP. 2001 OUDORT--- 2,164.00 164.06 7.67 13,813.57 13,752.00 61.57 0.45 i0.656.00 1,600.00 68.11• 4,26 9,243.60 9,495.00 2'x7.40- 7.,49 19,200,00 941.00 181,00 19.23 8,834.66 5,RL1.00 3,023.56 52.03 12,464.00 0,00 0,00 0.00 0.00 0,00 Olaf! 0,00 0.00 65.00 65,00- 100.00 0,00 390,00 390,00- 100.00 800.00 350.00 1,450.00 414,29 1,01)0.00 2,100.00 300.00- 14.29 4,200.00 60.00 9.00 15.00 208,5.1 360.00 71.43- 19.94 720.00 125.00 35.65• 70.68 539.89 475,00 135.11 20.02 1,475,00 0,00 0.00 0.00 71.50 0.00 21.50 0,00 0.00 25,00 11.55- 46,20 26.90 150,00 123.10• 82.07 300,00 0.00 0.00 0.00 1,418.67 11350.00 48,67 5.09 1,406,00 0.00 a,00 0.00 0.00 0.00 0.00 0.00 0.00 83.00 3.45- 4.16 404.57 496.00 93,43• 16,74 1,000.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 42.00 42.00- 100.00 0.00 252,00 257.00- LOO.00 500.00 54.00 54,00- 700,09 109.00 3224.00 215.00• 66,30. CS6.00 3,350.00 0.00 0.00 20,100.00 20,100.00 0.00 0.00 40,200.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 107.00 107.00• 100.00 332.00 642.00 370.00• 48.29 1,760.00 70.00 98.39• 140.56 296.54 420.00 121.46• 26,92 900,00 50.00 29.60• 59.60 95.55 300.60 204.45• 68.15 600.00 131,00 6.32 4.82 779.79 768.00 11.79 1,54 11554.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 42.00 47,00• 100,00 0,00 252.00 757.00- 100.00 500.00 0.00 0.00 0.00 30.75 75.00 44.25• 59.00 475,00 125.00 125.00- 100.00 400.34 750.00 41..66• 45,55 1,475.00 485.00 56.22 11.59 3,245.10 2,910.00 335.10 11,52 S,A20.00 56.00 13.18- 23.54 217.98 336.00 118.02• 35.13 675.00 9,925.00 1,173.27 11.67 62,008.98 61,710.00 290.99 0.48 126,794.00 69,869.00 2,41%.65 3.47 425,637,44 430,746.00 5,77.8.34- 1.. 19 944,BS2,00 4... 7,085.00 3,342.78• 47.17 3.3. 6,773.35 7,196.00 482.45• 6.71 32,. 3.00 0.00 1.00 0,00 0.00 0.00 0.00 0.00 I.... 0.00 7,085.00 3,342.28• 47,77 6,773.35 7, 19L.0 482.65- 6.71 37,267.00 62 ra a fr=o 6: A Note from Melody August is here and August always brings National Night Out. This is a night of fun for us because we always have a picnic or bar -b -q and fun. National Night " t is really all about neighbors helping and keeping watch over their neighborhoods. We all do a very good job of that herd at Plymouth: Towne Square. Don't forget though that the Police and Fire Department are here to help you ..... that is their job. If you ever see anything suspicious in our parking lot or around the building, please call the 911. If you would rather, youcan always call the non -emergency number 535-6210. Let's all continue to work together to keep your home safe. 4.41.r As many of you are aware, the downtown area of Plymouth (where you five) is becoming more populated. Growing populations often bring more crime. In the recent Plymouth Police reports that I have received, there are numerous car break-ins all over the Plymouth area, but especially in the parking lots that are close to our building. 1 am not by any means trying to scare you, I just want to make you aware of what is happening around us. To have good security we must all stay alert. You are our best security. When entering or leaving the garage it is very important to watch the garage door close so that no on slips into our garage. An open garage door is a wonderful opportunity for anyone who wants to slip under the door and have access to all of the cars in the garage and also the whole building. What should you do if you see someone enter the -building who does not belong here? If the office is open, drive to the front of the building and notify the office staff. If the office is closed, then simply drive to the other door, open it and go to the police station and let them know what you saw. Please help us keep your home safe. I would like to introduce you to a new employee, Ben Olson. Ben is the Moth of Brent, our full -trona caretaker. Ben and Brent will be sharing the responsibilities of the CaretakedMaintenance position. Below you will find a short biography hom him Please say hi to Ben and welcome him into our family. IAA i4i- Ob my fem anoffter careu&er? Hello, I'm Ben. I'm your new parttime caretaker. 1 just moved from my8pertmauinlioplimatw" I raided for a year. My homed m is Fergus Falls. 1 am Studying law eof ument at Nath Her Wn Commumty CoMp and working for BarnsSeverityintMbaldinginSt. Louis Park. I am an modbm poker p1gw and Heel that 1 should worm you nct to bring much money to the table whm I'm playing, Also, ari kuoftdom between me sod gmajdwgbm would be much appsedaed, I am twenty -ate years okl MY hobbia are aumg, numeg, Power bb% wm*M football, and rsedutg atmm W books and =aft mysteries. I am gbtd to be wa irg here and bang of sa im to you. I omA also tdl wbm I f m a+me ua" the b Aft that tbn is kind of a f my aunosphae hem. I kwk forward to bei8 Put of this (Manly and *mi% a few ofmy o vn' jokm may. O.- 46sz Ben western Theme" wear Your Western b url August ?, 20M 6:00 p.m: Special Music - Johnny Pineapple singing Western and Country, Family or friends are invited. Catered= Bot Dogs, Beans, Coleslaw, Chips, Brownie and Beverage THE SHINE ON QUARTET" TUESDAY, AUGUST 21ST AT 1:00 P.M. IN THE DINING ROOM Tor those of Mow who volwntecrea to help with the Heft 4 Crafts, there will be Ar eetin8 in the Activities Room on ANSwst le at 10:30 &M. If '40U hrve a"4 ibw. Pkme feel free to bring there along. UPDATE ON LEA SMOQ- Lee will not be returning to PTS. Her daughters feel she is doing well up North. and all her needs are being met. She will be vacating her apartment as of September 1 st. VIOLA SPILANE 1 Apt. 330 BEVERLY HUSEBY 9 Apt. 120 IDA TRETTIN 11 Apt. 129 LOTTIE WEGENER 11 Apt. 31.7 JOHN CHRISTENSEN 12 Apt. 329 JOHN GOODACRE 13 Apt. 311 ETHEL MARTIN 21 Apt. 108 LEAH JENNINGS 22 Apt. 234 KATHLEEN PHILLIPPI 23 Apt. 316 KHASYA PLOTKIN' 26 Apt. 217 ROSEMARY KIRLEY 27 Apt. 104 GERTS LYUBAVINA 28 Apt. 203 MARIAN GOODACRE 29 Apt. 311 Are you—Interested In learning how to make a stmnle fleece for a Christmas gift. baby gift. couch throw lap robe. etc? Come to the AdIvIrles ,Room on 7Nednesdav_ aff at 10.30 a.m. and Afelody and .lathy will show you how to make one. ?Here is no sewing involved. anyone can do this. They are adorable. ifyou wish you can purchase your fleece before you come or fust come and match. You will need two pieces of fleece material. one and a one half yard ofeach. One can be plain and the other can be a matching print. ,any questions ask Xelody or Xathv. lk"A If you've watched the news lately, you may have seen the reports about how long airplane trips cause blood dots. "it isn't the airplane that causes the blood dots," It is the sitting in one position for a long period of time that is the risk factor. Blood dots are a common, natural process where blood thickens and forams a dot of blood cells and fibrin strands to stop the bleeding when a blood vessel is injured. If the body didn't have the ability to dot, people would bleed to death even after a minor cut. But sometimes blood dots form when and where they aren't needed - in veins where blood merely slows down or becomes sluggish. The most common place for these dots is in the deep veins of the legs, but also less commonly in the heart's chambers or in the blood vessels of the arms, groin, pelvis or other parts of the body. Clots become very dangerous when they break free and move to the lung or heart. Symptoms of a clot in the arms or legs are sudden pain, swelling, heat and tenderness in the area. If the dot is in the lungs, it causes chest pain, shortness of breath, low grade fever or a rapid heart rate. If you're on a long plan ride or in any situation where movement is restricted, it is best to get up and move whenever you can to get your blood circulating. V q0& t hat Dorris Whyte and Ruth Clark, our diligent shoppers, found the n.ew Piano Lamp. Thanks for all the running you do for PTS. If you need extra apartment or entrance keys, they will now be $2 apiece. If your rent is turned in after the 5' of -the month, the late fee is $15. The Plymouth Towne Square waiting list is CLOSED and we are not giving out applications. ' There is a tan "Forecaster" women's coat hanging, size 9/10, in. the dining room. DO YOU KNOW THE OWNER? Does it belong to a family member? It was left here sometime around June 2e. You should never throw glass down thee trash chute. Elderly women who exercise regularly are less prone to suffer mental decline. For every mile per day women walk, they lower their risk of mental decline by 13%. You need to keep your apartment doors closed to the hallway. The sign up for the Get Together is on the bulletin board. They will be the second Wednesday of every month. Please sign up so that this function can continue. (Meal suggestions available in office). Shirley Temple was actually the first choice for Dorothy in THE MARD OF OZ! There is more vitamin C in strawberries than in an orange. In the 19" century in England, suicide was considered a crime and those who failed in their attempt urere put to death b3 hanging. The French sculptor of the Statue of Liberty used his mother for a model.. The Chinese have the oldest version of the popular Cinderella story. Eight hundred years before the Western version was known, the Chinese had the story written down. Bill Leach just received a medal from the Korean government for participating in defending the Korea -r-, from communism. If you sign up for E -Mail Classes on the bulletin board, please be responsible to make your appointment. The only place you should get your drinking water in the building is the 1" floor West laundry. This is the only hard water in the building. Antelope Badger Bear Chicken Cow Dolphin iirufTe Animal Word 3eareb Z S D W D E R L A G 0 T D WEFRSOPEERATT L 0 B R P E L 0 G S N I I U P 0 R N R H P H D L Z G THXGAQVAHIAXE M X U F X U R R J I G B R P I G C N K I D U G N A F N L G Z W X N W E H S L J L L A M A E A R P W O I R R U J K K A C A 0 W Z C K CMN C.NFUELHKEA P 0 I 0 N Y 0 B E P S A I Z H W B I W T N T S O N Y C G O R I L L A N E Y H A C 0 L V R E F F A R I G K Gorilla Horse Hyena Leopard Lion Llarna Penguin Pis Shark Tis"T feu: f .. Zebra Gsed a v TURNIPGUCDCCH BSJLPNOINOAXT Y R E L E C I P S U R J I MVQGATAHLDRNB H S I D A R T x C H O K E SFXJSBFUWCTPA AXXNILBNCEUYN U C I D O L r A E E H Z S Q P D W U B O B C N T P O S R E P P E P C D 0 0 W N N WE B M U C U C T T U 0 SUGARAPSAOJQY FLKTOMATOORNI U W P C N E 0 L T N X B 0 R A Y I P A E A P D P W F ARIIC" E ASPARAMS LEPPUCE ONN BEANS PARSMPS a w sROC Ota PEAS CASWES PEERS POTATO CAMM RAMSH CAULIFLOWERS SQUASH CELERY TOMATO ON AAV AA e*AV*Ae*AV AWANke will be here with her sale items, August 1& from 10-12:000 P Everything will be $15.00.: Your xticnen is egwppea ,%vltn a garbage disposal, below please find basic directions for its use: 1. Remove the stopper from disposal sink and turn on the cold water full flow. (Water should remain on .until you turn off disposer. Run lots of water, you can never run. to much water.) Failure to turn on flow of water before turning on the disposer can cause drain blockages. 2. Flip the switch to the "on" position to start disposer. Feed food waste into the disposer while it is running. 3. Let the %%rater and disposal run. about 90 seconds after grinding is finished to be sure all waste is flushed am ar. When not operating the disposal, leave the drain cover in place to reduce risk of objects falling into the disposal. or flying out at you. August 2001 Monthly Planner la 11 /f it II f 1 a 1 e 7 a I! I• I7 1/ tofl • M 11 If it 1• I7 I0 FM TCF OANKIIRI 1:10 PIN J/1j cJv* DR 2 1000 AM Raidgm Cages 700 PM DINGD 3 100 PM Gama 5:00 PM PAW 4 7110 FM Cafda n ?1 v » 7• •, » ii :: ii » fi !i 610 PM Nage Racblg In• 7• nn r QM AM Chwch 100 PM SCHWAN"S 9igg Wih I:10 PM 7/Il Cerde DR 1090 AM ROOM IOf00 AM -1240 PM 7M PM Code Aaralea 7+00 FM DINGO 9 711 AM Me7la Clldr Colla JOSEPHINE'S GAINNEM 140 FN RFSIDF.NT APPAREL COUNCIL 100 PM Gama Nw 07 700 PM DINGO SAO PM Pbker 6:70 PM Narae.Raing 15 16 17 18121314 e W AM ChWh 7:00 PM DINGO 9" a wM nle w. * I:70 PM 1/11 Card8 DR 1000 AM ROiden 11:70 AM 1/EARING 9170 AM Blood Fromm f1"a JlAC 9:70 AM Mals Chdf Coifa AIDS • 7f00PMCada 700 PM DINGO 1:00 FM Gama10:80 AM HOUDAV 500 Ph1 PAWCRAPTMEETING 6:70 Ph1 Harm Racing 20 21 22 23 24 25 9.M AM (%Wh ):00 PM SCII WAN'S r1 SAM Did -A49& 1:70 PM 1/17 CardsDR I s0O FM RESIDENT I AO PM Gama 7 00 Fhl Cuda smite 7:00 PM DINOO I IAPIT FI IT FOOT C'2111NAWOCkOARR MEETING SO0 PM Fdw 1100 PIM SHINE ON 7010110101"00 6:70 PM Helm Racing QUARTET NOAMCOFFL+G 26 27 28 29 30 31 4 M AM Chetah 7:00 PM DINGO 0.- If AM e61.AdMil 10:70 AM DLANKET 1000 AM Raidem 11O PM Oama a Ismovim 9:70 AM Meda Clab MAKING CLASS Cana 500 PM PA" IoM.PM 7/17 Cads DR 7:110 PM DINGO 6:70 Phi Horne Racing Flfrmd M Celelldar Geam Fhla an 07M1lOOt I; 4 CrITOWIPLYMOM 340 PLYMOUIiI BOULEVARDr PLYMOUTH. MN SSa47 DATE: Aagnrst 6, 2001 lar Housing and Redowlapownt Autbaft Meedog of August 1.6, 2001 1Tk Plymm h Housmg and Re&%Vkpman Au*mfy FROM Ne ism Cwrm el A *tuftduomh Amro H Emecuti%e Director heatMMJW Bnscd /WAUDM A ati%v Pdmy b June 2001, dre HRA Mond adapted admimisoative and unit sdwdm policies for Section. 8 ft*ct. Based Asdsume. Upon the Board's adaption of these policies; the policies svm sant to HUD for *& res ievr and appmal. HUD notified staffttmt the Unit Sebmdm Policy has Aeon approved but dwt scone dmnges smom needed to the Ad akWuaoaz Policy to camper with annul regulatiam. Staff has omaded the PoUowiag se I I' -,per HUD's duectiaa. by me Tuge ft (p. 4x dmage to but same pdky as tamnt4macd asdsance. FSL.og Vaam Uoita (p. 4): cb mge a tdm kfamml nevicw UW away Rom owns. Btiefa8 of Familia (P S) deletebmwregarding poarTnility of receiving temnt-0ased assistance. ab is mmddoly. Leudet of bbd Rent to Ouvna (R 7): dmnge to Rave sa®e pdna as tmuntAosed assismaae. Approval of &Md Reat(p. 7): Amp to bve some policy as Wo m t bawd auimmaL Annual A4usturau of Rat to Oamer (p. 8): dmrnge to We am policy a tem t bbd ossismnce. A redlined copy ofdw policy is anodned. 1 reeoatm 1 Iliac NBA Board of Mooers adopt tW redud PP*ft Based Aubtante Addeadom to ft SKOW 8 Admabb&&*e Pk% as atbched, b aceordmee wlth appBeabb Nl'D Amrchmmic 1. ResoAaran2001-IS 2. Prtgeet lined Assismmx Addeaduro SIB. BRA RMOLUTION 2001-1s ADOPTING SECTION 8 ADMHUS'MATIVE PLAN ADDENDUM ON PRCMM BASED ASSWANCE ADMINIMAIMON WHEREAS, the US Det of Hbasia8 mid Uebm Devdopmm (HUD) has establMW die rgpb m by wbbb Sub= 8 teomt-based nmt*ae can be convemd to pfogecAmd udstaom and WHEREAS. staff has devdaped a&nmmtmlvm and am't sdectien pobe m compliant with Wbcd b Nao u*= svA.HRA.goab; NOW.. THEREFORE. BE IT HEREBY RESOLVED BY THE HOUSING AND REDEVELD ENT AUTHORITY OF THE CITY OF PLYMMM, MINNESOTA, that .dre autbofi4 adapts the attached Sub= 8 Aftmstfabve Plan Addmbm on Pfgject Based Aasistsoce Admki*a*a Adapted by dk Pbmodb Homing and Redevebpmcnt AMtomily on Aagost 16, 2001. PRGRCr BASED ASSWANCE ADDENDUM 124 CFR 9831 no Prtyect Based Assistance (PBA) program. is a HUD Section 8 bousing sdlw6dy prtopm that ties rmOtal assiamneedireatty to a specific unit er project. Elfplft families receive rental awe agreeing to fire in the desiPRW newly constructed, orisft or.Nbabilitated units, and continue to receive assistance W long as tIIICYneside in the specific project basad da el ing unit. Finding fix PBA comes fiom a housing agency's existing Semon 8 finding allocation. Program mrgdkm.pumbabouftqpWimpojmtAmnm mare than twenty (20) percent of due tialt8 available far its temmAssed assistance program, This OApoQ outlines the PHA's (P4rmonlr Nousing and Redevelopment Authority) poh ics fir due concision of Section 8 tauntbased assistance to the PBA program car cl a with the PHA Plan and deconcentration goals PROGRAM GOALS To inceI - the. supplyand. avoilabiby of bogdmm affcrdahle horning far %-u y tow-incomte houadwlds is lbe Cilyof Pbrmouth. To promote die provisim of amenities or services for special needs tenants and acagsrbility for the physieala elmllwp& To oche ortent possible. the developmentof"WV loroily" threewith or To disperse Con efth atiorss of assisted families. To Promote, partnerships between .public, semi-public, or non-profit ageneies and organizations to provide allimlable boursing in proximity to earammuty amenities and services. Qualifying developments may be new construction, existing units, or in conjunction with a rehabilitation project and mea HUD Housing Quality Standards (HQS) Qualifying developments must be located in the City of Plyma di, No more than 25% of the dwelling units in any one building may be project -based with the following exemptions: single family properties and duviling units specifically for elderly familia or families receiving supportive services. PhTa-h Ha kg& RC&%VkptKIq Aahmiyr t,r_NtIJNiIL: PBA Addendum -1 Current residents of proposed PBA mats must have ittoome I of less than SWA of the area . median income as defined by HUD to remain in a PBA assisted unit. New residents or vacancies in PBA assisted units must be filled by eligible families flan the FHA's Section 8 Waiting list. The PHA will make selected applicant names available to the owner as soon as possible, no lata than &* (30) days of receiving the owners Verification of vacancy. Owners may establish gmant screening and selection procedures provided they are reasonably applied and consistent with the PBA program criteria and are enfanccd uniformly. Owr as of Qualifying developments will be required to enter into a Kawft Assistance Pnyanerrtt Contract with the Plymouth HRA for a period of not less than one year and not nye than ten years. Qualifying deve OPue is must not have initiated construction or rehabilitation activities before executing an Agteeareut to Eats into a Missing Assistance Pinwenn Conrad Financng for construction or rehaaGtation of qualifying developments is dw responsibility of the owner. The PBA pnogmen is a rental assistance program only. Howe, participa w in the PBA program may irraeas, the development's oppotrmity tar finding gem the Minnesota Housing Finmce Agency (NMA) and other funding sauces, QmbfY'M &vd*umu must propose Gross Rases that see determined reasonable by thePHAandapprovedbytheDepartmentofHUD. DUM The PHA will advertise the availability of the PBA program, inviting interested pasties to make application. The advertisement vnH be published once a week for three consecutive weela and specify an application deadline of at least 30 days ager the but dere advertised The advertisement will specify the number of units die PHA estimates that it will be able to assist under the mailable funding and include the PHA's selection criteria Applications will only be selected from res, I , is to the published advei smuts. Ager receipt of the completed PBA applicadons. PHA staff will conduct a review of the proposals Ed teak them in accordance with the PHA's established Section 8 Policies, selection criteria, and their apparent ad worm to applicable HUD regulations. The PHA may forward applications to HUD for review and approval of certain compliance issues. D, PROGRAM OPPRAMN Ha ndan Assistance Pavmeots (HAPI Contreet The owner must enter into a HAP contract with the PHA. The initial HAP contract term may not be less than one year or more than ten years and is subject to the future availability of sufficient funding under the PHA's Annual Contributions Contract (ACC) with HUD. Within these limits the PHA has the sole discretion to determine the HAP contract term. The PHA has the sole discretion PL%—ulh Housing S Rcde.vkp— Awbonl nay lnw++; PBA Addendum -2 to renes+ or to not ratew expiring HAP contracts. The diative date of the HAP oonaaq may not10) be earlier then the date of the PHA'. Ii n and acceptance of the unit: Afterof the HAP contact data the PHA man mate monthly housing assistance payments for each unit occupied under lease by a family. The PHA must; Inspect the tn41ect before,. during and upon completion of construction or rehabilitation; and Ensue that the amount of assistance committed to the development is within the amounts available under the ACC. Performing all of the owner responsibilities under the Aam=wtt and the HAP contract. Providing the PHA with a copy of any notice of tamiu don of tenancy. Offaimg vacant, aeoessitile units to a Mustily with one or more members with a disAft requiring the accessibility festmes of the varAnt unit and she* eocu ying an assisted unit not having such features: Providing not less than one-year written notice to tenants and HUD of acpirstiom or termination of the HAP contract. FIRM& Budd adn A family beeoases a pint when de family and owner execute a lease for a unit with project - based assistance. The PHA will ase the tenwAssed waiting. fist to select participants for admission to the PBA PWBMW Participants must be selected fiom the PHA waiting list in accordance with the admission policies section of the PHA Administrative Plan. Before a PHA elects to assign assistance to a specific unit the PHA must determine whether an eligible family occupies the unit. Ina me Limits for Admission An eligible applicant must be a "family' whose annual income does not exceed the applicable income limit set by HUD. HP -96 H-SWz & Re&-%VIWM Audwd y a kma•t PBA Addendum -3 In a fiscal year, not less that 7S% of the selections for Section 8 assistum both voucher mid PBA 0% of the ' is may be leased -by -families whose income does not exceed the extremely low4ncoote limits 2-496 . da; eneept as othermp Tie PHA or owner may not select a family for admission out of order an the waiting list for purposes of selecting a relatively higher income handy for admission. See the chapter "Establishing Preferences and Maintaining the Waiting List" oftbe Section 8 Administrative Plat for more detailed information on preferences and eligibility. When the owner notifies the PHA of vacancies in units to which PBA assistance is available, the PHA will referto the ownerane or mere families of the appropriate size on its waiting tial. A family that refuses the offer of a unit with PBA assistance keeps its place on the FHA's waiting list. To the autmt posstbk, the owner must rent all vacant PBA assisted units to eligible familia refiared by do PHA from its waft list subject to appropriate tenant screening. The PHA must determine eligibility fbr participation in accordance with HUD requirmments. If the PHA dons not rethr a safficientnimsI of interested applicants on the PHA waiting list to the ownerwithin 3o days of the owner's notification to the PHA of a vacancy, the owner may adve tme for or solicit applies fiom other eligible very -low mcome filmilies. The owner must refs these families to the PHA to decamine eligibility. The owner a responsible- for the screening and selection of tenants. The owner must adopt written tenant selection, procedures that are consistent with the purpose of improving housing opportunities for very low-income familia, maintaining a docent living environment for all tenants, and enforcing appropriate lase provisions the @Few -As for my rajeeti on and theiF FiSM to nquest am Memo! review of dw-.F The PHA may, at its sole discretion, continue to provide assistance to the owner for a unit that become vacant after the assisted occupancy by a family for up to a maximum of 6o days. Payniza will only be made if tha vacancy is not the fault of the owner and owner takes every reasonable action to minimize the Rehhood and extent of vacancies. When the family is selected to occupy a project -based unit, the PHA must provide the family with information concerning the tenant rent, any applicable utility allowance and a copy of the HUD - lead -based paint brochure. The family must also attend a briefing session and be provided with a full explanation of the following: Family and owner responsibilities under the lease and HAP contract Plstt°mh Housing & Rc&%vh*mrnt Authority PBA Addendwn.a Infaaantia I on Federal. State and modal equal opportunity laws add ordinances. The flet that the subsidy is tiedto the unit and if the family moves from the unit. they may be offered tenant -hood - Ria ft M I The timber options ander dte Wpm if tbelandly is required to move because of a ebamp in haigr size or composition. 6t6 1 on do FHA's pmeaduces for candncting informal hearings for pataciponts. imc uding a de-4tiom of the ckcainsmmoes in which the PHA is requited to provide the oppapntity for an infarmat being udder 24 CFR 9932M and of do procedtim for nquesang a.1 ing Far &a following components of the PBA program the same rules of dee Section 9 mm -based deopum apply Refer to the appropriate dopWs) of the Sec iem g Administrative Plan for detail. DdmnW ticn of the F11Dl/atcepuen rent limit Detamitmtion of fmnily ittt- and composition Regular and interim examinations Utility allowance schedule The mom6ry housing assI i. payment equals &a gross rent mints the higher at The total tenant payment The minimum rent of S35A0 AMR of Rent Parable by FLerdly to 02M The amount of rent payable by the Doily to tae owner must be the Tenant Rem. The Tenant Rent is calculated by suWac ft &a amount of the housing assistance payment from the contract rent. Mlolm eaRent The PHA has established a minimum rent of S35 for families living in all PHA Section g assisted units. Pbv-u& Mains aRednvbpm=And-iry u_ ;Ate— PBA Addendum -5 N The lease between do Amity andthe owner must be in acemAsnce with HUD regulations and byrequitemads and ittelrrde all povisiacs nrquited by HUD and wt hdwk army povisinas peohtVAd When.ntRring as acoanble unit to an applicant not hav dog elisebildm 0nowner crash Rogtfn the applicamt to agtee to move to a oan4=eWVe unit what acre t P, i nes available and an edgibledisabled applicant or tenant is in need of such unit; and 11000R orame Se agReenteot into the lease, The tam of a. IMM imclttdimg a mew hone or a lease ams ilmaUk exec AW by the owner and the lemib mutt bt; for mt Mast one yar. The term.may be less that ate year•iftba ramming tens oftheHAPcontractislesstamareyew. The fhnly mast no* &a PHA and the owner in accordance with the lease I , I the termly mum oat of douml The. h ana m4 omtaht a.peo WW paw tbeihmmibrb tanuaame the lease at not mare; that 60 dip advance wdttm notice to tla owner. In the case of a lase term b ft mac thea ane yarn the lease must oo I lin a provision paw to Amity to tares the lease at notmac tbam 60 days notice atter the first yearofteem. The owner meprotkr the thmibr a new base fora tam beginuitg at anytime attercompletion of the first year ofthe lase, The owner must give Ste Amity a written notica of the other at least sixty (60) days bedaee the prgosemoemeru date of the new lease tam. The otter mat tloeify a reasonable time for acceptance by the family. Faitme by the.fudly as accept the offer of a new, hr ae in accadanee, with this paragraph shall be "baler good cause" for termination of temmcy. If the PHA ddennines that a contract unit is not decent, safe amd sanitary beeattse of an increase in hastily size that causes the unit to be ovenaowded based on the. PHA's subsid1y standards; The PHA must offer the family a suitable alternative unit if one is available; and The family shall be c quired to move. If the PHA does not havee a suitable unit available within the family's ability to pay. the PHA must otter Section 8 assistance to the family if it has sulkient funding. P13A Addendum -6 The PHA Mutsu odnawise aasiat We bmipr in 8 other a ndad Muwg is tlm PHA's jwbffitdon and within the f dly'a abilityto pqr. The PHA must mclakethe.fimftle move to such a unit as soon as possible. The fbmigr mast not be faced to move ad the PHA mqy not termnimtate the HAP oontmct for reaaoe.s stated in this paragraph. unless the fbmily rtlects, without good reason the offer of a writ that the PHA judges to be acceptable. For the PBA program dee applicable seetiota of informal reviews for applicants and informal hea iap for are the setae as for the Section 8 tenant -based programs. Refer to the chapter "Complaints and Appeals," of the Section 8 Administmtive Plax ff the HAP contract for the unit c qku or if dee PHA terminates the HAP conunct. for the unit, the PHA must istam tenant -based assistancie to the assisted family in accutpeacy of the unit. unless dm PHA does not have suf circ fu rift for continred Mance for the family. The PHA does not have to issrm dm bmily tenmt-bssed assidiasce if the.lbmily is being dtnied or terminated because of dm fbmilfs -I' l l or tbihnc to act in accatdaaue with their lase or the HAP Contract. Ndee total number of PBA assisted units an not occupied by eligible assisted families, tben the available umobligated fiords under the ACC that viae cammittod for soppott of the PBA units must be used for the PHA's tenant -based assistance program. lidm3ls or m" heat b Outer The initial not to owner for a unit may not exceed the reasonable tat as determined by the PHA. The initial rent established by the HAP Contract must not exceed l I(l°o of the established Fair Market Rent or any HUDswwaved evicenticm navinent standanl. The paymern standard is determined by the PHA in accordance with the mks for the Section 8 tenant -based assistance ptrgam. See the cbaptcr "Owner Rents, Rent Reasonableness, and Pqmnent Stm dads" of the Section 8 eve Plan. The PHA approve the initial man to owners for PBA writs that are not HUD-imwW or PHA -mined. To determine shot the initial rent to the owner is reasonable, the PHA ill apeLly the atone prrx lu e ac r assisted units. Set the Chanter 'U%re Rcnt&, Rcn!R%rjsotahknK\S and Pa\'numl StwWanW. reel . Kmtr1WP- e„ .. ' next-fh pprai;:al-xxmsh-i K*k c-thm cti.mnl arthl PI) -OO& Hauling & Re& -A —I Au% - PBA Addendum -7 Lt u: llLta. ' -_l 1dt 1t l:1 C l.'. L}_Y!t•.1. l .: lit '777 Ylil_I_t 1 L'i Ll !c1 1. _1 l 1i __t11. 77tt 1 t ` 7 117qI,7 - v -, AnnuatAdhedmemorlImmowaff fig the tmn of die HAP exuentraet, the PHA trust adjust the rerd toowwinamordmewidk.&efolbviftrapdvanem The ownerroust reeque st any p cent increase written notice to the PHA at least +" days hefate. c %t, The request must be submitted in the Pone and manner I by the PHA. The PHA MIW not uhcreaxe the meant The owner requested the increase by the 4 dmdKw,- The HRA dctmnines the aeonostd rent lobe mora enable and mmdctthe masimum limit, aid Du ri% do ym befeve dw the owner complied with all requuments ofttrc HAP contrack mchuhnI a How ng Quality Standards (HQS) far all contract units. At least annoall during the HAP contract term, the PHA must reddermine that the cuntent rent to owner does mot exceed a reasonable mem. The adjusted read to owner equals the lesser of The PeAUsarwd red to owner multiplied by the applaable Section g annual adjustment tibctor p Misbed by HUD. Tc reasonable and as determined by the PHA. The no requested by the owner. For PHA -owned PBA units, the PHA must request HUD approval of the amoral adjusancnt. Except as necessary to earect errors in establishing the initial red in accordance with HUD requirements, the adjusted rem to owner must not be less than the initial rent. In determining annual adjustment of rent to the owner, the adjusted rent to the owner must not ameed a reasonable rats as &wmmmined by a PHA-oamparabitity sW,* The comparability study must include a ccr4 : -ted comparability analysis Por each mmit type on Farm HUD -92273. The comparability study may be prepared by PHA staff or by another qualified appraiser. PBA Addendum -8 Ifthaownertequesk a tem itttststsa by &o i2O W dead&w the PHA must submit a ccarpenbfy 1 study m the owner at least dO deP I P-6 P the HAP contend amni%etsary. Uthe PHA duty aotsubmit the eomptmbitily stogy to the owner by this deadline. an increase of tart by application of da aaanoi atjuauaan factor is not shim to the reasonable no limit. The applicable.Secdon 8 annaal adjusua t factor (AAF) a me paehhed annual atbusumt factor in effect sixty (W) dip befi e the HAP contract a nhwasry. By aeeepdttg ends taamhl horsing assistance payment tion the PHA, the owner certifies *9 the no to owner is not mate than no daeged by dre owner for comparable unassisted, units in the P The PHA may only male a special a4ustment of the tem to the owner if HUD has approved the A special atjustmem may only be approved toreflect: increases in theactual andneeesswy costs of owning and maintaining the contract units because of substantial and general increases in.- Real propetty laves Special govatnocaud assessintins Utility names Cam of utilities not coveted by regulated rams A special adjustosant may only be approved if the owner demonstrates that cast k neasm we not adequemelr coaspe , ' A by application of the published AAF and the rent to the owner is ow s dficcient for paper operation of the housing. The a4usted no may not exceed the reasonable rent as determined by the PHA. The owner must submit financial mumu tion, as mquestod by the PHA, that supports the nqucs: for a special adjustment. The PHA may withdraw or limit the tem of an y special adjustment. V e special adj I - I is approved to coevr temporary or onetime com the special adjustment is only a temporary or onetime increase of rent to the owner. Reasonbk Rent The PHA may not am into an agreement to enterinto a Housing Assistance Pa)r alts conmad until the PHA determines that the initial tem to owner under the HAP contract is a reasonable rent. During the tem of a HAP conum. the rent to owner may not exceed the reasonable tent as determined by the PHA. ft--& HCUUM & Rc&%el*MM AU&Od } \ir:a l3wHh PBA Addendum -9 The PHA must detamiae vubetm the tem to owner is a rea,oanble tent in campaeison to rem Por other oompaeable malisted units. 1b mate dtis.deleeminadon, the PHA must car t", The location, quality, sire, unittype, and or of the caetw unit. Any ammitim bousing services, maintenance and utilities to be provided by the owner in meoordanece with the base. At:my dmcdwft the lith ofa HAP coateaet, die PHA mgytevise dee no to owner to ca my errors in establishing at adjusting rent to owner in acco danm with HUD reyuivemem Ut PHA may recover my exons pgnv m Ems the owner accardiug to dee Section 8 Adanm amuve Plan, chapW'"Owner or Family Debts to dee PHA". Section E: Owner Deis to tie PHA. Ibeowna muit provide all the services, maiarafanoe and udlities as agreed utder the HAP contract Homing assstanoe p wmts are aftect to abom= or odor :applicable remedies if the owner Ibils to asst these obbgationL The PHA must inspect each dwelling unit under HAP contras at Inst amwully and as necessary to aanue that the owner is aeee- the abligpdans to maintain the unit in decat, saPo and sanitary condi = sod to provide the agreed apnea utilities and other services. Refer to do cbaptsr "Housing Quality Standards and bWeWma" of the Section 8 Ado ddarative Plan for details. 7be PHA may redace dee initial rem to owner because ofother Bove mnental subsides including tax credit or tax exemption, grants or otber=Mdized finimcing. For p oviskau prohibiting PBA to units in certain gees of subsidized housing, see CFR 983.7(q Plymouta Houfg.& Rek%v opnM AwfmnC PBA. Addcndum-10 W CITY OF PLYMOUTH 34M PLYI1slOWTH BOULEVAM PLYMOM MN SS447 DATE: Angst Ib. tool TOe Plymouth Housing and Redevelopment: Authority p FROM: AAWLHRA Executive Director &Jun. Barnes, Housing.NaaW SUBJECT., Plymouth Towne Square Management Services Request for Proposals . On JV=27. 3001 the Ptp=A Hensing and Redevelopotent Authority (HRA) issued a Request for Proposals (RFP) far the management services at Plymouth Towne Square (M7 'lite deer tc hr snbmi: dm of the RFP's was J* 31.3001. Staff has received tem.(10).psoposats Boas ,Imam. mmagentatt oompmnes throughout themetropolitan area. Bain in 19K Ppsmottth Towne Square has been managed by Walter Elder Coe Services fian the bq#md & Given this f8drdY was do HRA's first atdewiw into owning a senior housing complex, we relied. heavily at Walker's expertise andknowledge in the field of sabsidiad housing for seniors. over tha past year, drearnsunees arose that j I I p sstaffto begin gnesuoning the management. of PTS. Through disatssim with the HRA Boned, staff was directed to issue a RFP in whicb wZ would be able to evaluate the current marogenaut's perfwnmmee and fees as well as look at new options. SUMMARY OF PROPOSALS As store above, staiFreceiv ed and has reviewed ten. (10) proposals from management companies throughoutthe metro area. We received applications fiom both non-profit and for profit companies, faith based comp N "I camp who ha v small portfolios to ones Who have %ens tinge portfolios consisting of over 170 propenieL These companies also have a varied service tmtge. Some of these companies work solely in. Minnesota, while others operate outside of Minnesota an a regional or national basis. The content submitt.M within eass:h proposal 1--aded widely as Nell. Satre applicants focused their proposal more on Towne Square, wbite others seamed to be a hit more generic in nature. 4 R, Als% masaganent fm were quite different. Some of the proposals used a paten age bred an Sm receipts, others dame to use a percentage of gross raeipl1 minus imrcstntant income. some usd a Oat mogltbr he. and still others used a permit fee structure. Sonne applicaras indicated they %%=M hold their Re at proposed hwrels Ib r loager than a ane-}zar cotmact. One company was do requesting a tmnsftx fee of 57.500. Cu rently we are budgeted to pay 540.200 in aanagaamt fes for 2001. The range of fees identified in the pmposals was between $35.640 to 5411.000 (sot mcludum supportive or health services). . Supportive and Health se imm as oa might imagine. varied widely as well. Most of the proposals stated that they would be wilting to provide such services Uowevrer, flare vrould be additional costs through either an increase in staff or tbmugb third party %enders. This cost would either be absorbed by the property as an %prating expense or all or a portion, could be pamsed an to the residents. PROCICS& At the August 6. 2001 Special meting the HILA Board directed staff to develop a flow chant of how the process will proceed from bre and to creme some selection cntena Mat will be used in ovd mh% wbicb proposals will .reales it to the interview stags Given this. staff hu developed a proses to be followed at the August 16.2001 meeting and ctit ria for evaluating whid appbcuft will be selected far interviews. Staff has included a draft ranking shat that provides some irnsW on bow staff bas reviewed these proposals and when day rank in our opinion. The p ooesm of tanking and selecting a mar company is very subjective in nature. Duro to tbis subjectiveness. we bave also mchtded a Selection Rankmg Criteria sheet for your use. Once an scaiag process is complete, staff will avrase the scores. Staffbam pm tog d as pan of the package delivered to Me resident rives m M a Us of gawdons for the residaus in complete. The questions are designed to allow the board to bave a greater umdammsding of wbat is important to the residents m Towne Square. This k1bromtion may ultimately be used in the budget process but hopefully we can discuss it at the selection meeting. The. following is the recommended process for the August 16.2001matittg. (R is our bops Mat we will be able to reduce the allotted time for same proposals and will be able to adjoum ahead of schedule.) 7:00-7:20 Dwass and agree upon ground mks 8t process. Agree upon selection ranking criteria. 7:20.9.00 Discuss &. rant proposals (10 minutes per proposal) CommanBond DMW Properties Dominium Marraganant Services Ownew Ratty SwAces Grace Management Lasalle Group Legacy Management Bond of Social Ministry Stuart Mansga m Walks Elder Care Services 900-9:20 Total and average snore lSetect finalists Staff rerpectfalty submits to the HRA Board of Commissioners the ten proposals and requests that the Board Discuss and agm upon grand vales and process. Discuss and rank each proposal. Authorize staff to invite the top 3-S ranted applicants m for a lbot-wface interview at the September HRA meeting. ATTACHMENTS: I.- Staff SUmmaries of Proposals 2. Blank Wanking sheet 3. Selection Ranking Criteria 4 Draft ranking street completed by stats' S. PTS resident letter and questionnaire Updated Timeline J 04 W11MORIUM" Comm Cbmareaaoad CUMMMOM Fees aflonr.it mo =WSIqftW Sdeetba Cdteria: Com mom®ood Was established in 1971 by the Catholic Arcliffiocese of St. Paul and Mioocgmbs. ComamnBaad is the hugest noal"t povider of affordable housin m Minnesota with 40 properties saving 4,M familia ,seniors and pensotas with special needs in n cities throughout the metro area. They au to ft have 168 employees an staff; widt approximately 100 ,amzh g at the various properties ShOlIkIgm In their poposel, Cammo olland bared awards they have woo iaetvding two awards in 1998 for pfcperties in Miametook a and Minneapolis. They also provided intbemntiaa regarding an independent et+ab dioo that was done by Technical Development Capowdon in 1996. This evaluation (hot included) concluded that CoammooDohd Communities are mamged "by a team with a great deal of depth" and -a blessed by a senior staff that is verytalmled, ambitious; and driven". This fepmt also concluded that Oomnm9ood's PtapaV Management has improved duck lam Ute Past few years . They povided a list of senior staffwkh in their agpnintiaa and profiles of each. However, they did uat indicate what role6 ifatpr, these individads would have in the direct administration of Plymouth Towne They provided a backpormd ofthea Advantage Services p gmuL This papam a divided into two core arena. Family sad Senior The Senior Adv=tW (kolas offer eooaioaa - and sapputs comewrAW4odactivitiestbothelp feaidatts achieve personal satisfaction and probanS' I, I living. The nae papaw is aha Home HuM C)ollebomfive that offers residents ready access to a full cup of medical services in the aoa I I of their ower home. Wellness and peveodon services are of and at Coraw m9atd Qameamitia an a aguler basis and.mcl de heft promaod foot care clinics. inflation oemadom, and welhtess dean arch. They also provide services such ss will plandag, planting for io- I services or bospitslandoh, volunteer papaws and computer classes. The coordinators provided are licensed social worloas. All of tlhm se services would be at an additiarml cost wbid they state is oegotill based ooservices. R They did sot provide any referehomn. I did have a conversation with a Housing Manger at MHFA and tht y indicated Coom mood was CNC. They said C mmoollo d Ind sauggled in the past due to the powth of their company, but they have worked through dicir issues and are perfaerniog at acceptable levels. Reviewers Commentst Their fee is high and the services far resident services would be additional charge. They really did not discuss their qudificatiores, rather they wrote about awards they have worn and *mored an independent evaluation that was completed over 6 years ago. They provided financial figures frau www appears to be a poWV they manage, but I do as see the relationship to PI)rmouh Toque Square other then it is similar in size and if selected the Plymouth Towne Square budget wrould look similar in form. 1 0 COMPW BMW PVQDWtkl6 1101. Fee - ears 1 UM sdeala0 : DMW Propetie0 began in 1997 and offers manegemeat.swAcm acquisitim developro at. and consulting an compliance issues for Tax Credit and Section 8 prapaIi, s. Their portfolio consists of twetw multi Onaily and commneial pt apt den tooling 8S0 cries (723 raided* Tbese properties include a mint of public housing, affardable housing, tax creditprgjects. Caaperathw, rrarhet rate and imte chy wmnrtamd projects. DMW Pkgm state they have extensive arpeeienoe in all forms of multianmusing and provided a No of PortMo Experience wthaft they have managed ossr 11.000 units. Flathamae, they state that this atp P k , - has made them effective at establisbing fatr and consistent policies in the aspects of site nn g i including resident selection. no collection, msiommaace, law enfarcemeat and resident relations. DMW will provide a detailed asaoagemmt plan widmt 60 days of the comate bgp=ft g. The plan will include ateian plans addtese reg ala areas of the propmV. They have already begun some of the ams and have included it within their proposal. Ptirsonoth The Direct r of Ptcperry rush gement will be do lq liaison betaeeo the HRA and DMW. Sbe holds a Senior Hawing Speeia>ist destgretim through the National Caumcil on Seaiar Housing which site obtained by cooVkwS required course wart Sbe has do attended a6er semorers and traimng relating to senior batintg. The Finance D rectorhas warted in the Financial Managemmc fieldfor over IS years. Tbetr goal watld be leDire and mugm the ommt stat[ TbeyDave proposed ebur fuNium staff ioclundmg a maoaga, assistant msoager, mtiataonoe txhnician, aM IivNir euetalaeelgroutrnds They will establish special prognons dot are specific to the needs of the residents. Some of the prgpurns they have created far oder properties inchde crime rt ftlion, regik i youth programs. and edocadanal and self-sufficiency programs. Specific services that will be made available to residents at PTS include bedWovelltttss clinics, transportation sentare, and as -site poll and matitoring. The majority of these services wiH be ooadirote I tMoogh social service agencies and 3i° parry %m dors. Every effort wiH be node to offer these services at miniaml or no cast to the resident. R NISP Real Estate — Provided information dent DMW properties wee recently farmed as a result of a nwW Prior to the maga they bod concerns and were considering a change in property management. Hawev r, some On new merger, MSP Real Estate has sten a steer improvement in the management of their properties by DMW and so for MSP is content with the operations. Reviewers Comments: DMW appears to be a competent praperty management contpaety on paper and ha%e been %try detailed in their ntapoeese. However, their monagenent fee is higher then the current fee and they ate proposing four full -firm employees. 1 wrould also question their experience with senior housing. 7My seem to specialize in more difficult properties that have families and children. 1 J Doarhttia Snnrviees Fin 333AIllualbbsowlit a Selection Chuen§: Dominium is based in Plymouth MN, and was founded in 1972. They we one of the largest and faster growing apartvnmt development and mmagmae I companies in the Midwest with regional offices in 3 other slates. They eturently have a staff of 750 aoployc s add aaanage 172. They are an Aeaedod Manogm mt Orgmimttm and some of dneir ctnmrt staff are Certified Properly Mfianagets, Aonedited Residential Managers, Catified Om*my Specialists, Certified Managers of Housing, and Catifted Apartment Mt woo s. Through the regional offices, Dominia n believes they gaits an P14P F use in local markets which provides them with the ability to concisely and acctvately manage cab properly. Some of their atpaicnoe pertinent to Plymouth Towne Squme includes Managing Resident Services for Savior Hausint& Resident Saeating, Capital Modemimbon Rora=6 and iotaac I with Tempt Organizations. Pwoomish They did not specifically he the individuals who would be wolfing with the HRA When the m-aite staff am identified, they will be required to attmd New Mfg Training workshops. Theon -site Managerwill be rr- -I ill far all ilgAo4y maiaoenanoe buns, P a I, functions that relate to lemma supportive elk health services. 'I" I catiftcatiom projectwaiting lip. ken prooessiog and weeklrllmooft reports. The Regional Manages. John Nachebery has 12 years of atpaiemoe is popaq Managemnetit.atid will supervise the overall adntinistratim of Plymouth Towne Square. On Era is their Duector of Maiote mnoe and Ptvcb nft and has otter 25 years in this field On-site staffwill be responsible far providing access to various resident activiq programs and. pofeasicaysl support servKa. Residents will be consulted to povWc feedback on their needs and They provided a list of tefemoces including state and 6,1- contracts an building that are similar in native. I spoke with a Housing Management Officer at MWA, and they indicated that a ntmnber of Dominium assuaged properties was sufiaing from the neglect of proper maintenancebecause on-site managers revai Y a boos if they come in under budget ReviewersCommeoW Their response appears to be very genetic in nature. They have not done very well in specifically addressing Plymouth Towne Square. Rather this appears to be a tcarketing pacixet as opposed to a Proposal for services. Their management fee structure is cumntly within a few thousand dollars of our existing contract. 4,N CaqPW Uenaer Ruft Seavkn Canon Foe 530.00hmiNmome a 113sMIllyaw Ala dice will' moa byone fear yews two aatd three Sdccdon cuterls: The Ebenezer Society was founded in 1917 as a non-profit oration to assist homeless and older adults. m the early 1970's they created the Ibeaezer Really $erviees Compan4Y (ERSCO) to serve as the hodng divisim of Ebenezer Society. IR 1"S Ebenezer and Fairview Health Service joined together to acct the cbmgpg needs of older adults. his trough this partnership that they have been able to offer abler adults a fall range of coordinated pognams and services. Their mission is to bele older adults and ares malaa dteir lives move independent, 6121111 1. neanuugful and secure. Ebenmer awe tore heath are facifitiea, three senior bousing communities and manages 11 senior cammtmities lbra gbouu Minnesota. Tbey also bave firm adult day can programs. Eberrcze mamiga 1,500 senior units along with their othereespmtibilities in the adult day are peeeyams and noosing beds. A tittle underbalf of the wits tory aMsge ate HUD ZO2 senior units. Tbey have over 30 yeses of experience in managing senior housing and have organized a management program loaf addresses operations. fmoncial. human resources. and program development. They provided a list of hey personnel tort wauld be involved with the dirxt administration of the x I , I with the HRA The Director of Horsing woudd bave the respombililr ofwamsm ft the contract and supiervismg the oaaite staid: She has ova termly years wart a im the Peopeety Management field The CPA. which world be responsible for fmsncial statements is an imdependee oomtractorwitb eleven years of experience in socowting and bas been a lioemsed CPA for three yam Ebenezer would beep to cunent onsite suff if the HRA dea"Rd and these slafterarrs would besoome aopleyea of Ebenezer. Ifnew onsite aAffis hired Ebenezer would bmdde the poxtss and if desired. the HRA would be ableten provide input m the selectim. Ebenezer's of bel ing older adults and others mate teQ lives ane independent. bealtfid. wmmftfrl, and secmr, has been the driving three in bow the operate. Though their pmmerahip wit Fairview Halt Services fey have access to many supportive services that will allow the residents to maintain an independent lifestyle. Some of the services they operate in otber fiicilitias are Mal Services, Resident Service Caordmatiam, Halt Services, Rotational Pmgrmr % and Baugr/Barber Sbop. They we willing to assist the HRA and the residents in developing a service program tlat rrneeis the needs of the residents and the HRA. Referevicam Glowing references from two Board Presidents at pTopatics ley nonage. Ebenezer has been very proactive in providing cervices and prompt and attentive to ala needs of the residents and board nnernbers. Rardewer's Comments: Ebenezer appears to be a smaller property management company who focuses an senior basing. They have a number of programs and business relationships in place that could benefit the residents at Plymouth Towne Square and they have provided a dove -year schedule on management fees that will allow for a mom stable budget. a) ti./ Mimagianaft y CoMpany Oratec Manswistatisk Inc. Fee SOONAmmiA a Selection Criterfa: Firm hlaeknaonnd: Crag Management. Inc. was established in 1984 to provide a fall nage of g services to developers and owners of senior housb* n.;,7 we an active member of a number of nationd seniw6 related organizations including the Assisted Living Fedemtim of America, The American Society an Agmg, and the Ameriart Association of Homes and Services for the Aging. They ctureatly manage over 40 senior and multi -family properties Goidifleadejaw Grace Management has received the award of Aaaedited Management Organization®. This designation is awarded to lig who meet strict standards of ethics, fiscal stability, education and experience. Grace Management has two staff mP who are Certified Property Managers® and hos provided a. list of Semar sdtfaudming their experience. They have a lot of entperience in managing semar facilities and appear to be qualified to menage Plymauh Towne Square. They aha, provided background an a few properties that were in trouble financially flat they were asked to provide services to tam them around. a Persomath As stated above Grace Managemerit has two staff roeaeI who have earned the quatifiation of Certified Pnppriy Manana 9. Thy have fall range of staff members that would be involved with the management of PTS. They believe there are appartmnities to minimize the apaatiag ea, at PTS and would wok with.the HRA to alter sating to the level appropriate for the building. Grace Management has over ten years of providing supportive and health services to acini facilities. They have established a network of services and referral sources for supportive, financial, personal crisis management. and health are. The cost of these services would be an a ase4w-ase basis. They also provide resident services that include "active" and "in-house". Active programs are those in which residents leave the facility an field trips and in-house programs are those that are offered at the building. 0 i An industry colleague had high praise for Grace Managennut and stressed that they are an extremely dedicated company when it comes to %%wk ng with owners and residents. Rerlearers Comments: Grace Management is primarily focused on managing senior facilities. They have sated an interest in working with the HRA in adjusting our operating budget as a way to cat costs. Their management fee is higher than our current fee by SS,S00 arumally, bcmv%vr they would be willing to look at fee arrangement that was tied to cost savings. This company may be %cry helpful inassisting the HRA with an indepth review. a T h am' LasaftGroamUlk NwWanna Flea -:47 m tacaeaaa 1be an 701111111 Seleedon CWterta EwLbdausmL TM Lasalle Gmvp was formed in 1975 as a Realty Management Sw*n company that has evohvd into a comopany that.otlesa a wide spectrunn of Rousing related savic% imt luding financial and V t consulting, dewetapmmt consoMM and oomer vVrammtin far private, notiVaut, and l a ificc sector orgmizadons. Ibey dkect a propoW pardblio that exceeds $100 million and approximately 113 of their pordblio is aahiar housing. Ttloy eunrmtar Rave statim cru M of 250. Under the qualitmtion section of than proposal they listed the facilities ft have eitmaged wi in the past three years and a No of aeoior housing Whines dhop am omrmgittg an behalf of vaeious gon+amm t entities umb as HUD or NMA. Uq have also provided an outline of Maoagenent Services they will provide incbedmg adrdmsaative6 f-nciai, and maintenance management. T bey have provided a - a I - of senior statiprofiles and an organizational chart. They do not speci5wlly state win will be ditet tly involved with the meaadht of ftmou th Towne Srpam bowever the individuals he have extensive experience in this fid& Lasalle a Supportive and HuM Services Comdim m (SHSC) who wiU be involved wide da tie dents. The SHSC will provide mi motion and.mferrals to near residents. dw will also provide inibrmad n g Ierg support seiviors in residents and their famt"1Ks, comdioall n.of sunces in building dwelopmera ofoammnunity life, and case awn Tin person would be available Mond ftovgb Fl Why from 4:30-7:00 and would cow the office while the manger is on vacation. Wit would be charged to the p qoq+ if the budget allows for it, otherwise they would iocorparate these respoosibilities with the on-site aranager. Rehreaptim- bn spesh ng with a Houft Management Officer at MHFA. they stated that Lasalle is a very good memgemeat company to work with and they are prompt with reports and knowledgeable of many seniar6 housing regulations. An existing client led norhing but praise to my about Lasalle and said d%7 wauldn* e.hinge a thin. in theway tbeir two properties are being -raged Rertawen Commee• a. The Lasalle Gmp has a kit of experience in managing multi -unit properties and specifically senior housing. Their mmageeerern fee is somewhat higher than our current fee. This fee includes full and complete management and accounting services but any suuppbrive services would be billed back to the lam• Ravkwen Comments: I did not see anything widan their application that nukes them stead out as a pofttW ounagamot campmy. Their fee is petty much in line with our current structure if you don't include their additional Resident Services Coordinator. 0. SdfttlncfkwtL. 0 J30LINIOMM& Impicy Manigment was boded in 1970 wA is a privamly beld, minaft awned cuq mW. TO whave vdqmd and earrentlymemaMpmore 6on 1,500affardAlcUum units throughout Minner -Then lip, rare teat vary insize. OtimillMhadim, Aside fim hativig some awards they have wati and their cumot pwWv% Lacy Maung went don not p into detail about their qualifications. LeM did provide a Us of services dwyaill provide which fmhrde mnintemance ofmarketing A admission sWmbxds, collection afrem and other receipts, enforce and maw lases. maiaaio records & mounts. phm far mintemance & capital hnpraveramits. and devft amod I -%,Is. 0 Ponwm*. lVahave proposed mmimminiq the current staff a Plymcouth Towne Sqme. Aspmt Gtsar phut ID Woe aver inwagetamicipondUlities they would meet with Curranstaff and review salmis based an baghafservice. Vicb Sam. LepLys V.P. of Mmagenam would be the primary oanmctvAllift HRA She has been mployed with IAM since IMitodbas trail ftinoomptawand mmagemmt Leipicywaren* employs aRmaidentServices Cmn ", -m andwould mane this person avaimICIDthe maize staffforthedevelopmentmrd m, afsupportive mp 'rem(additiOnalcostof SSAiiniftanth - S?.Infycmr} They do work with outside agencia that pwide cation haftham m hmibagowAvesto, resldeam, same ane affaedatnocast mid athenrequire. a fee from the residents 0 Reteremmim A Housing NWw*mm Officer at NINFA 93ad 1AWy hbinmernent has been difficult to work with and would not recaaanend them as a monagernent Company. Ravkwen Comments: I did not see anything widan their application that nukes them stead out as a pofttW ounagamot campmy. Their fee is petty much in line with our current structure if you don't include their additional Resident Services Coordinator. 0. SdKtIFACIUNIIL ilre Board of social Muustry, ens teenaround Car ova 135 hors md.dmir mjr V foes is pmld'ntg' residemiaL health and cammmiV awmes to aging and disabled adults Thry aunt * a,6u md«br menage a broad spectrum of programs and services. anchrding 22 nursing homes 06 senior Rcifides, home are agencies, adult day are programs, assisted living programm tame ddiw red meats, therapy services, as v mU as a hospitaMlnric. The Board of social M'mistry did mot so into great detail about their qualificattoaa. As sorted above they are imvh-ed with a mamba of pogfaoa and of&r a now of services to Assist with aging adults They have also worked with govammenttl ages mckid ng MHFA, HUD. MPHA and a number of local cion and CWW govermmeat officials. 7abld: They would leave statiRmg lemb oboe they are. The Baud of social BOW" ft ban a sdghdy higherpay seek far mgplaprea then we ere usutg. Tbey would adze to fiU the atmrent positions at Plymanh Tawaa same. They waald aho eeootmege the eueemt Staff to qq* far the posidom. adecte ' stay wautd Woe to evahma the seeds of me,,, ts aed would make a proposal the HRA. Most of the saviors offered would be bilkd to the residents. IldhMalm- I spoke with two reteremxs, oat works for m a6rliste of the Board of Social Ministries (BSM) and the other worked with them an a pregect in Robbinsdale. Both were pleased with the perfetrmy- ce of BSM and would work with them again if given the opportunity. Revkwers Comments; Not march substance to their Proposal. They did offer the additional service of evaluating Pbmwwh Towne Square's rent structure (at an additional cost). Reviewers Cammeaft They an the only matabtment conamy do is requesting a transfer fee as pan of their services. They seem to be suggesting rase staff a at hast a ditherer nux. Onething they have offered which now of the other applicants have is a full embaation of the property, budgets, and residertt files. SOMMUMEMMOCIOrmolradam Fee fi1,2g011uaa1h St60/}w (S9i ra+ea us kss liatreaeuanot.flaesme) t7 'flltatditloa he one ehue coat SdKd= C riterta: Su mt Mit was f , I 'in 1970 and has specialized in reel sate demlopmernt and residential propuO a I They I 5•4m 11 aftownhome units that generate. oaer 52 million in annual rental irncama Tbgr cuo" a staff of approxh mtely 370 that ate imvh ed in 12"Miy pmt, drrelopmmR a000umthgh andtce. They are pmA they have m%vr lost a balding, m which they have an equity cube to. Mroogh foaclosme and ate a parwgmt in the Mirmcmu Keystone ptognm for giving S% of Weir profits to c mnV. Sum Managmm is an Accredited Mamgaomt Orpsnimtion mud holds a real nate brokers licume in We State of Minnesota. They are an approved marine eat agatcy by HUD; Resolution Trust Citrpacatiao; and the Mimresoa Housing Finance Ageocy. Sbart Mmmgement was awarded the Q=UW Service Award" in 1992 by the Mitntesata Council for qualip ad in 1998 the City of Hopkins awarded the' C.ou mtmi y Imoge Award" to Slott Mmmgnum 71ney ba%v ova 20 yaws atpetience in r ging senior bou aft and they eutamtb own and operate a hm a bealth can agency that povides ser to l09 aprtmmt mnita and tm4bed erre writes They bave. worked with nmerouts tkdw* state. regional, and bmd government agmaa ftm* m the yams Sum Manegemem povided.a flow chart of staff who will be invohed with We maraS ad apaadona of Pbmautb Towne Sgme. Ibis inchuded *L* VP of Building Opermions and two Portfolio Merapes. 7bmy ate Prof 6 the fallowisw One full-titre PmpeM MOW. ane full-time Maiatemace ane fidlaime Gltataberlvaodriva (lives an sitev we portame and o pnt-time Social Wa&nfi eudmt Services Caordwmor. The last position listed would also ovist the PmpmV Matnger as needed. 7bey would mc%m nate this persomu 1 plan after 60.90 days of alive mmmgmtmt Sum Mmugemmt offers services such as rm% iebut olmning assistance and one weekly social activOy. They will also offer at an additional charge tc ; e building blood pressure clinics and month, hearth education speakers. A Houma Management Officer at the MHFA stated Wry bavx had mixed results m working with Stuart. 1 got We impression thm scone of the properties were aaamged well, ni» le others were more difficult. Reviewers Cammeaft They an the only matabtment conamy do is requesting a transfer fee as pan of their services. They seem to be suggesting rase staff a at hast a ditherer nux. Onething they have offered which now of the other applicants have is a full embaation of the property, budgets, and residertt files. Lir 9 dkw Elder dee Serdaa Fee 007NOW&.S41.70wpw0%ofgmomnc*bor veMcbs+er heam I Sldecdm cdttft. Walls Elder Care bas been rig Pbummuh Tbwae Somte (PTS) sins its' in 19K They were famded in IM and deny are a Ibrp v& division of Wow Metbodist; whose pmay business is peoviding saviors tow iar housing and heoM wee systaos. Tbey brae dt%viwed sod emmdy own 11 properties that save more dm 1,500 sesiom N'alta aaraub m all dgm of its own multi-unit sauar boening facilities, 8S0 units. They provide full savior bousiag amgeaaent for deveo multi-unit smiar fcilities for a vwWy of owners. They are also c*m mud m wasting avb ba>smg regulatmy gpncies mcbding HUD; Dah m Camry HRA, and dee fb mwA HILA. They provided m bmutim an tbev senior SUM whish m the same as arc crnrmt situatiao. They did not address an-ate smti'mg at Pb+manab Townie Syuane. Walterwill address dee physical and pgchWogk l needs of dee residents by providueg telbtral mfarmatiaa sum as twupormbw bouseleold umumnat IMd essismnoe, domestic 8't hanreoa senses. bane health mvioes, fi=nial 8 iwuranwe pbnmiag, and spiritual care savwm The va dms inn I ioe the coat of These savices. Tbcm does not appar to be any dnage in this strucone @om the orae cen a* being cm ied out by WaRm. We have aw m:eiaed any feedback Reviewers Comw tm Itappeans dent Waits is proposing to continue amnaging : t prapecty as they crmanbr haus bcen. Plymouth Towne Square Selection Criteria 1 Primary ^ INa'nspement I- ,I Praperly_y Experience Resident i{ Industry Reek_ int References .-....._. . Alei_ inept Clients Fee Assessment _ _-Services I Acaeditation'I In I. .. _. -.!. .. CommonBond Communities J OMW Properties NO 1.... 1 Dominuim Management Seivicds ( 1.' 1 Yes Ebenezer Realty Services Company y i No j Grace Management ! Yes Lasalle Group j No Legacy Management _ ; No I j Board of Social Ministry 1 No J Stuart Management Corp. ! Yes Walker Elder Care Services i 1 No i SELECTION RANKING CRITERIA yltis guide is provideddas a basis for a raltmtiag do praposala based an the criteria developed; R liltdy. is very him the toftedive rattan aide aitma and ranking system, that soots will vary. 'Ine basic scoring system a 1-5 with five being high. Although this guide provides information an scats that would typically receive a 1,3, or S, you may use 2 or 4 if you Pod it is somewhere in bemen. Once the ranking is complete ataffwill tally up thescores and average than over all of the stone shecus. This will provide a. fn flom high to low that will be used to determiik which companies are offend an interview. 1. — This criteria provides information about whom the applicant save and what their primary Pocus ts. The suggested scaring structure for this cetellmy is as follows: S paints - The company bas expaieaee in all areas of rental housing including, sudor, family. market, and subsidised. They are also Atniliar with federal progtams than provide no assistance. 3 points - The company has experience with only savior housing. 1 point - The company has no experience with saw housing. i. lWanantseent FM — Ibis criteria is basal on the amount of fees requested. The suggested scoring structure fen this categaey is as Gallows: S pants - Laurent anood fie. 3 points - Moderate amual Poe (similar to existing budgeted fee). w 1 paint - W*" aminal Poe. 3. — T1tis crit ria is based upon how brag the company has been in business and bow many years rho staff to be involved with the management of PTS have been working in rental housing managenent. S points - The company bas been involved in the rental busing industry for over 15 years and bas a solid mix of developing, owning and mamaging.remal properties. They have the necessary stats' with ample experience to provide qualay sevices to PTS. 3 piofnts - The company has ban Wvohred in the rental housing halusay for S-15 years in a managing capacity and they have the necessary staff with ample experience to provide quality services to PTS. I pmt - The company has been working in the rental busing industry for less than S years and dw staff does not have the qualifications to manage a senior housing facility. 4. Z=gVAgMjj= — This criteria is based on additional needs that PT'S requires such as the evaluation of budgets, tservs, and staffing levels. S points - The company identified areas within the property such as budget, staffing levels, reserve levels etc, that they believe require a closer review and have indicated savings may be achieved. 3 points - The company mentioned they have provided this evaluation for other properties, but did not mention it aas something that should be done at PTS. t point - The company did not address additional needs of the facility or would manage the property as it currently has been with no chattb+es. S. Resident Seavien — This criteria is based an do supportive and health services discussed within cub Paper S pdats - the company identified actividu and service tbey would provide to the reII as pact of their 4 overall services. They have Woorporated as many "bee" service or will oak Hese types of services out once they an selected. 3 pobria - The company provided a list of supportive services they offer at other facilities. 1 point - The company provided little or no is wastioh rogarding supportive services and activities. G .— This cdtiria Rill be entered into the Ranking Shat as ayes or a mo. The board on discuss if day would like to assign a `point" valueto this category. 7. Raddant Innist - This critaia is based on the input from the three building wepresematives preseut at the Madist S poled - All three residents an the committee agree the company is a.strong candidate and they would feel amufatable if this company were mamg ng PM 3 points - A majority of the residents on rho commiaa agreethe company is a strong estate and they would kd coretbrtable if this compan-4 were managing M. 1 pd a - alone of tbo rem— I an the committee believe the company would be a good choice to manage PTS. L Relaveacts - This criteria is based an the feedback we received from references we were able to chock. S poleb - Reference cheeks provided very positive feedback from existing and past clients as well as from government such as MM FA and HUD. 3 poled - Reference checks provided good feedback from existing and past clients. I point - Reference checks provided feedback that world anise comm or mise Questions. J i ___ selection Criteria w NOW nman9orre —_ . _ ' _ w . 6 T .-- ' 6 _ _ 3 - r , rte _,,.. V. Zj- 41 2; dl31- nNruNnManeperrrprlBerNoea ] r---- -- g 31 1-- name Rehr saMaea Qompany 31 s: gl 4 31 4 r 2 2i el Merregemenl ,1.. Sl 2' 31 21 3t 21 3! 1j 21 21. Wo rt lllenaganro i Corp. _ _ _ B1 1 41 3f 41 2: 2.1 m Elder CeresSerNeea (: 31 3. 11 W CITY OF PLYMOUTH 3400 PLYMOUTH BOULEVARD; PLYMOUTH. MN 55447 DATE: August 7, 2001 TO: Resident Selection Committee. Members FROM: Jim Boma, Housing Manager SUBJECT: Selection of Management Services .for Plymouth Towne Square Enclosed is the complete information packet pertaining to the selection ofa, management. company for Plymouth Towne Square. The first of two aneedogs is scheduled for August 16, 2001 at 7-00 pm. The meeting will be held at City Hall in the Medicine Lake Meedag.Room (main fom city ball entrance), The folkrwiog information is provided for your review. 1. Applications from management conpmties 2. Summariescries of applicatio ns completed by staff 3. Selection Ranking Grade 4. Resident Questionnaire Staff requests that you familiarize yourself with each application and be prepared to provide input to the HRA Board of Commissioners. We would also ask that you complete the Resident Questionmum Please be as detailed as possible m your response to the question listed. In completing the Questiomnaire. your responses should address Plymouth Towne Square as a whole, as you are a representative of the building. The format fro this selection meeting is listed in the Board Memo. Your role, as Resident Selection Committee members will be to provide input and feedback to the Board, so they have a complete perspective of the qualities residents' desire in a management company. I would like to remind you that your role is as an advisor, you will not be voting on each application, however your input will be taken into account in the overall selection process. We would like to express our thanks for your assistance in providing feedback from a resident perspective as we go through the process of continuing to make Plymouth Towne Square the premiere senior housing facility in the City. Please feel free to contact me if you have any questions. 1 can be reached at (763) 509-5412. Plymouth Towne Square Resident Committee Representadves Quesdounalre 1. Please describe yewr expectations of what a property management company should provide in ge mid to a senior housing facility. 2. a.) Pimse list the type of set Acm such as halth, financial. legal. vanspumaim you feel vmM benefit the residents at Plymouth Towne Square. b.) Some services require a fee. What is an appropriateamount to charge the residents? I a) Pkase liar the type of programs or activities you feel wouhl bemgt the residents at Plymouth Towne Square. b.) Most activities and programs have fees, What is ao appropriate amount to charge the 9 4• Wbatr .bmouth Towne Square dump with dte current waydve 1 V MMdine August 16, 2001 Review sd rank proposals September 20.2001 Interview throe to five maAsgement aompaoies/5elect management COMIMY. October 18, 2001 Review wd Approve Maoagemest Agreement November 13, 2001 Review and approve PTS 2002 Budget January 1, 2002 New mimsgamegt.00mpaoy begins m mqm PTS