HomeMy WebLinkAboutHousing & Redevelopment Authority Packet 08-21-2003STAFF REPORTSMEETING OF AUGUST 21, 2003
CITY OF PLYMOUTH HRA
n
AGENDA
PLYMOUTH HOUSING AND REDEVELOPMENT AUTHORITY
THURSDAY, AUGUST 21, 2003 7:00 p.m.
WHERE: Medicine Lake Room
City of Plymouth
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 and 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 Reports
B. 2002 Community Development Block Grant (CDBG) Consolidated Annual
Performance and Evaluation Report (CAPER) and Notice of Annual Citizens'
Participation Meeting.
4. NEW BUSINESS
A. Plymouth Towne Square facilities evaluation report.
B. Hear appeal regarding First Time Homebuyer Subordination Policy.
C. Draft HRA program(s) Subordination Policy revisions.
D. Strategic Plan - evaluation of current human services.
E. Update on 2004 Budgets.
F. Housing Week. (Verbal)
5. ADJOURNMENT
IdSWRANDUM
Alts IS MM
To: Anne Huriburt & Jim. Barnes
nn
ODF9NIDDIY OEVEIOWlEN7 DEPApirlENi
From: Kathy Bowen,. Managing Director, PlyniouM Towne Square
Date: August A 2005
RL PTS Monthly Report for August 2005
August Newsier and August Calendar attached
June financial statement attached
Occupancyfl- keting
New residents moved into apartment 528 on July 2EP.
On July S& a single resident. In a tw_ Ledroom (219) moved into apartment 250.
We helped her with her moving expenses. The cost was $16625.
We now have two, two bedroom apartments to rent, apartments 219 and 529.
Apartment 515 is rented as of August 1 8. They will move in throughout the month as
they have a house to sen.
Administrative
Kathy attended an apartment informational meeting at the Plymouth Police Departnrent
on July 22nd.
Plant Operations
The contract painters painted apartments. 107, 526 and 529. Cost to paint these
apartments - $1,615.47.
On July 70 Midwest Aerial Contracting replaced the interior stairway lighting with softer
lighting and longer lasting bulbs. A lift had to be used to replace bulbs in Lie light fixture
above the stairs. They also replaced and repaired the lighting tar the exterior and
interior security entrance way. Total cost for all was $1,641.17.
Powerclean Carpet Cleaner leaned the carpeting in apartment 328 and new carpet
was installed in apartments 107 and 329. Both 107 and 329 needed bathroom vinyl.
On July 10 Owens was here to replace the last two AC fan coil units on the a floor
middle and East wing. Cost - $5,800 for each unit.
Two Owen's employees were here to remove and dean about 50 apartment AC units
that had never been cleaned. After surveying the residents about their AC usage, we
determined the units with the most use and began the cleaning process on these unit&
It is our intention to have all units cleaned in time. The cost for these units was $2,800.
The residents have commented about hew the AC units are Honing much better and
putting out colder air.
July 2901 and 3e Gopher state Sealcoat, Inc sealcoated the parking lot and service
road, filled credos, and striped the parking lot. Cost - $4,598. This was a capital
expenditure that was budgeted last year, but was completed this year.
Tyro washers and two dryers were purchased to keep on hand. This was also a capital
expenditure that was approved last year, but rather than replace working units we have
been replacing them as they die. thus the need to have a couple on hand.
Two gentlemen were here from The Center for Energy and Environment to perform the
on-site reviver of the property to prepare their report which is submitted under sepaate
cover.
Muffi4pray Inc, the company Alside contracted to take care of our pealing siding did the
repair work
Resident Services
On July 18, Residents had their monthly luncheon. They sold Wets and prepared a
fish sandwich lunch for the residents.
The Resident Meeting was on the 2401. We celebrated the birthdays for the month with
dessert after the meeting.
Blood pressure check was on the 2601.
Rnsncial
Resident rent revenue continues to be below budget as we still have two apartments
available (we fill one and another comes available). We have lost a higher number of
residents to nursing homes (or other places offering more care) and death then anytime
in the past We are having difficulty filling the two bedrooms. The waitlist has been
gone through twice already so it has been opened up again.
The turnover expense is again over budget due to the above. HVAC is also over
budget due to the repair of a condenser unit for the hallways at a cost of $1942.68.
PLYMOUTH TOWNE SQUARE
BALANCE SHEET
JUNE 30, 9003
ASSETS;
CURRENT ASSETS
PETTY CASH 500
CHECKING — OPERATIONS 25,802
SAVINGS—SECURITY DEPOSIT 58,011
A/R — TENANTS 5,567
A/R — OTHER 10,115
DUE FROM CITY OF PLYMOUTH 22,562
INTEREST RECEIVABLE 11,400
PREPAID WORKERS COMP 1,459
PREPAID PROPERTY INSURANCE 5,595
TOTAL CURRENT ASSETS
FIXED ASSETS
LAND 459,247
LAND IMPROVEMENTS 75,323
BUILDINGS 5,665,563
r
FURNITURE & EQUIP—GENERAL 191,779
v FURNITURE.& EQUIP—HSKPG 7,706
EQUIPMENT—COMPUTER 7,658
ACCUMULATED DLPRECIATIONa
2,930
A/D FURN & EQUIP—GENERAL 1,814,643)
M--
TOTAL FIXED ASSETS
94,508)
NON—CURRENT ASSITS
INVESTMENTS—WOhKING CAPITL 572,569
INVESTMENTS—DEBT.SERV FUND 597,837
INVESTMENTS—CAPITAL IMPRV 264,441
INVESTMENTS—NEW DEBT SERV 16,494
BOND DISCOUNT 51,113
BOND ISSUANCE COSTS 28.475
UNAMORTIZED START—UP COSTS 2,930
UNAMORTIZED ORGANIZ COSTS 155,166
ACCUM AMORTZ—ORGANIZ COST 94,508)
NON—CURRENT .ASSETS
TOTAL ASSETS
121,007
4,591,033
1,594,317
6,506,357
ssssesoee
PLYMOUTH TOWNE SQUARE
BALtWCE SHEET
TUNE 30, 2003
LIABILITIES:
CURRENT LIABILITIES
ACCOUNTS PAYABLE TRADE
ACCRUED INTEREST
401K WITHHOLDING PAYABLE
ACCRUED REAL ESTATE TAX
ACCRUED MISCELLANEOUS
ACCRUED SALARIES/WAGES
CURRENT MATURITIES-L.T.
TENANT SECURITY DEPOSITS
TOTAL CURRENT LIABLITIES
LONG TERM LIAVILITIES
BONDS PAYABLE
TOTAL.LONG TERM LIABILITIES
TOTAL LIABLITIES
EQUITY:
CONTRIBUTED CAPITAL
RETAINED EARNINGS
TOTAL EQUITY
CURRENT YEAR INCOME (LOSS)
TOTAL LIABILITES & EQUITY
22,274
51,778
135
12,960
2,229D
2,780
110,000
34,022
4,750,000
4,750,000
1,000,000
271,635
236,178
4,986,178
1,271,635
48,544
6,306,357
tea-a=n=ee
C. nrINU1N 1011E wuRF '
11[01[ IIAI[NII
FOR I1E 110010 010 011 MNINS ENUEO NUI[ S0, 1001
I I I I I I I I I I t I LUCR[AI PERIOD I l l l i l l l l l l 1 9 1 1 1 1 1 1 1 1 1 1 WAR-10,111111.1 l list 1 I loll
ACIUAL RNUREIFI FAVIIOVEAVI 1 ACIWLL IIIOOEIt/ FAVIIOOFAVI t '
REVERIE
1
RFNIAL REVENUE:
AFSIKAI OEM 11,001 11,00 11911 1 .51 116,665 1",060 17,1311 1 .91
NPA IUIVIpNUS 11,561 17,104 7,061 9.1 111,166 111,600 5,166 1.1
111 ti91K SFVFNf 61,117 65,700 1,117 7.9 195,421 591,000 1,171 4
010[1 rummy REVENUE/1
RFADIV 5110/ KNIAL 700 leo 11001 ISS.SI 1,110 1,100 15661 131.11
6AAA6E RENTAL 1,199 1,110 3.4 10,941 10,110 161 4.1
COESI P001 REVERSE 715 115 10 14.0 1,050 I'M
LAMW KVFWE • 900 110 JA 1.1 5,101 5,120 011 9.1
Own NE IAC010: 100 200 740 no
NISCELLAIEOOS REVENUE 10 10
IWESIAFAI IAL'OIE 6,100 6,600 0001 111.11 10,016 71,640 106 1.1
IOIAL DINER PRN RAPME 1,111 6n 1501: 11.01 41,171 0,114 1,111 1.4
18TAL REVENUES 11,516 1S,1o5 1,111 1.1 117,649 114,110 7,519 6
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n9ODIM ID111E 50Mn
IN(OR i111ERN1
FM INE MIN I0 SII MINS ENDED JUNE 30, MI
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1 1 1 1 1 1 1 1 so 1 1 aougI R11O 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 9[A1•ID•MIE I l l t l l l t l l l i
A[IIML kwif1 FNIIMFA91 I IUAL 111OEI(/ fO11111fO1 i
e
DRMIINS EIRISES
t
KRSMIEL EUENSES,
OMAN@ 6111.O10 7,05 7,110 11151 16.51 11,061 16,760 11,1431 11.61
E M111EMAN(E SALMIEI 1,05 1,170 ISS) 11.91 11,611 11,140 15131 15.71
OWelf:'116 SAARIES 447 400 1171 110.51 7,571 7,406 11711 15.11
ENnU1EE 6EAIFII4 I'M 960 1711 111.11 6,761 6,716 ISfI 1 .11
iENINM/IM111O 750 730 100.0 1,504 1,506 110.6
OIAEI FfRSML (0515 717 190 11971 1161.11 1.131 1,715 15161 117.51
IDEAL nrAKL EIFEISES 6,617 6,70 11771 (7.11 N,S9A 2,665 19111 17.41
ff.WEAl9 AMINISFIAIIMI
OFFICE SU/nIES 6 EIRNSIS 111 146 79 70.1 171 BID 113 11.5
IAV BW61S 41 75 1731 197.61 Sol 150 11511 1100.11
t EM17 LEASE/MINI/IEIAIAS 111 737 47 16.5 1,154 1,516 7' 4.1
MES A SUMIFIIDAB 10 10 100.0 IN 66 17 76.0
EAnDIFE IIIEA6E 9 70 It 55.0 9 170 111 77.5
IFt(FW SIS 315 1,491 3,154 1111 11.11
LEMI A DINER FMFBIDM 45 45 100.4 714 710 100.6
111611/1111 FEES 100 100 1,800 1.00
1 LIQMSES. 1411111116 A OOFB 65 65 IM.0 396 190 160.0
NA116ENIAI FEES 4,000 6,000 74,00 70,060
MIA;FIWE016N1 I(11/tA1 0 0 100.0 160 160 70 17.7
RIWIO 15 75 100.0 150 154 100.0
AESIKII 6EIWIIII FIRMS[ 101 150 I9 17.1 1,746 1,404) Ito 13.4
NISYIIAQDNK OMIEAII 75 75 100.0 100.0ISOISA
WI. FIW AO1111141101101 5,377 5,05 311 5.9 11,116 31,614 1,494 4.1
aWlIIII6 E LEA51Ao:
e.........
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1
O11LIilFl:
Utlllllfi•[1[CIIIL
UIILIIIES•MIE1 1 Kok
UnunE11-45
JOIN 9111111ES
CLEANING:
SHIES-6FYFWU
CLEANING SMIE!
CORIBKI LOMBi.
IOIAL CLEANING
KFAIRS 1 MINIMIZE:
CONIRKI LAW
11111.0105 1 EAMIIIS 51/91.115
REPAIRS 1 MINIERANC[
FLEVAIM KMIAS/MIAI
MIK SUPPLIER 1 REPAIR
RIKELLANEOUS 616 FIEERSES
all I1RM9E1
IMSM KM UL
MIER SOFIENER
F[SI COAIAR
LAIN CAREISMON UNIVAL
IOIAL REHIRS 6 MIMI
PLIMMA JOIN Raw \,J
611161666161 IFM-16-Ull 166616166661
KIMt
WOR i1A1ERAN1
r00/I1M691
IOD IK MAIM W 611 MAIM flue JAPE 30. 7001
1 1 1 1 1 1 1 1 1 1 1 1 (RISEN PERIOD 1 1 1 1 1 1 1 1 1 1 1
KIUAL 11101EIF0 rel/40WM1 1
7,091 7,000 911 11.61
475 110 Its 71.1
1,176 100 16701 (IPA)
7,616 3,140 17961 11.91
4501515100.0
IN s6 111 116.01
so 10 100.0
s1 115 Ill 66.9 1,050
s0 s0 100.0
90 115 is 41.6
7,077 3.711 1,776 11.1
711 719 Ill 17.91
7,167 1,010 1114571 1111.11
1,775
100 100 100.0
1,770 1,111 11,1031 1105.71
419 400 fill I6.e1
774 171 100 10.9
71,759
171 Ill 100.0
756 760 4 .5
9,180 719 1111611 119.01
611161666161 IFM-16-Ull 166616166661
KIMt 4106[IEO r00/I1M691 1
9,061 9,775 IN 1.6
7,771 3,740 1,011 51.6
19,157 t1,100 15,1571 ill.0
11,767 77,065 11,7111 115.61
NI 450 51 17.0
1,016 so 11111 1731.01
300 300 100.0
1,410 1,050 1 U61 136.11
101 300 11011 134.11
170 I'm 710 71.9
16,371 19,665 3,141 11.0
1,775 1,676 1511 11.61
6,611 A,060 11111 16.11
600 660 100.1
71,759 10,790 110,9N1 1106.61
7,446 7,100 1101 11.11
1,7OD 1,90{ 636 Ss./
171 756 176 56.0
6,177 1.%4 11,1671 140.61
1,711 11,799 11,4171 II/.11
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KIAOIIR Iowa 611M
IKOK SIAIEa81
FR IRE MAIN A11 611 ROIIIIS I1aI IVa 30, 7001
ic 1 1 1 1 1 1 1 1 1 1 1 1 GIaAI 11/101 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 YEAR-IO.OAIE t l l l t t l l t t.l 1
KIRK poulto FAVIIWNI i KIRK pp6Ei[o FAVIIIWAVI I
a11FEMIG1lARR1IMIO17
IFFAFCIAIIOA 18,000 11,611 161,000 101,000
AINIIIAIIOA 711 710 1,616 1,610
IOIAL KMClA1Ri1 109,601 109,60111,710 16,710
IAIESI I11IKS11115RAKE I
OAIRE81 11 LIED OF FRO[ IA15 7,160 7,160 17,966 17,967 7
r 101[1[61 1111115E 17,501 77,650 10,151 00.1 01,900 135,970 51,170 77.9
FFOFERII IASIIIIAKE 677 1,150 578 05.9 3,557 6,900 I'm 01.9
IOIAK IAIES11111115 15,715 75,961 10.09 11.1 171,796 135,186 31,190 77.1
1014 OFf6AII16 E1111SF.5 9,017 1,671 8,955 11.7 390,105 116,499 71,990 5.1
KI MATINS INCOME 15,011 5,151 10,786 199.0 01,501 71,611 70,511 107.7
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C9LIMIN IOYIE
FARM 6TAIEIE01
IN INE EII =INS FOND JOIE 30, 2003
JAN EEO m In NV JOR JUL An 6E1 OFF FOV OEC 110
NEOEIOE
REIIAL REVEINIES
RESIDENT ILNII 12,601 07,Be3 13,361 07,816 07,011 17,803 236,663
MR INDIVINKI 71,590 73,265 72,562 22,532 70,749 2/,561 1!8,766
NEI KOIAL REVENE 60,279 61,111 65,975 65, me 4,311 61,177 395.121
OVER FA(MIV REVEARS:
UNIT 6M0/ TENIAL 200 700 200 700 710 700 1,210
699 KOVAL 1,810 1,130 1,11) 1,130 1,800 1,199 10,901
SIIESI1011IEVEINE 665 110 215 1,050
L68MOIV REVENE 916 900 on 960 1,276 900 5,191
TRANSFER EEE MORE 700 790
RISEELLANE000 R.EVENIE 10 b
INVE5INENI 1909 0,971 6,923 6,107 3,000
m....
3,800 3,800 29,086
TOTAL OTHER PROP REVENUE 1,601 7,853 9,125 6,730 7,966 7,101 17,771
TOTAL MOVIES 12,811 71.001 15,150 17,098 71,103 10,516 112,649
r.
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19
rLTApar low SOWAE
Ia1AE.nnocn
101 IE 1119016 EEES im U. nos
AYI EES w m IAO 169 Al A01 SEP al SOY SEC its
OPENII6 FIRMS
PEASNKL EMEEIM
INIOSEIIOLIIIEf 1,M1 7,691 1,951 7,03 7,910 7,693 11,101
6IIIEUM SA1611ES 7,501 1,611 1,911 1,636 7,171 I.HS 11,613
i1MIFFP16 semi" 197 S01 531 557 NE 0/7 7,579
EAPLOOEE IEKEIis 1,191 1,005 1,901 1,001 963 1,011 6,761
8111111 PEMMI COTS 711 ISO 796 3" 711 117 1,111
TOTAL PEMMI. ESKISES 1,05' 6,070 6,691 6,577 6,110 6,617 19,396
111NEIf1 A011191SIY11093
OFFICE Wftll6 111/E15ES 161 163 9s 177 69 111 171
Illi anus 39 N 69 97 10 O 101
EO09P LEASE/619111 11115 753 753 751 730 759 711 I,ISI
N[f 6 NISTRIPIIOE N 51
MOTIF AILEASE 9 9
TELEPA01i 716 STI 13 711 as 15 3,593
MIMI TEES 300 sM 300 100 300 300 1,f00
MOWN EEEl 5,000 I,Qw 1,000 9,000 9,000 9,000
EOSIAEE/OYE111E91 IELIOEn 31 67 100
ESIOEAI SENILES MUSE NI 701 170 311 317 101 1,10
TOTAL PNP ANIAISTYTIN 5,563 3,611 5,395 3,613 630 3,331 13,116
AA9IEIII9 1 LEASIEI
nIN0111N YORK WwK
URINE IIAIEKNI
FOR IK SII URIANS ENOEI JlolE 10, 7001
JAN PEI w APO RNV JINI JUL NUI AEP ICI Nov OEC 010
UIIlI11i5N
gill. 1Iffs-ELEEIPlt 1,507 1,109 1,307 1,031 1,101 7,091 9,367
UIILIIIES-WIEI 0 KKR 197 397 310 US 339 075 7,773
UIILIIIES-603 0,7:7 0,516 5,709 3,771 I,300 1,170 19,957
TRIAL YllllliES 6,111 6,•131 6,901 5,070 3,501 3,636 31,117
CLEANING:
SUPOLIES-GEKRAL III 15
CLEANING SUPPLIES 317 309 55 13 710 5/
IOIAL MINING 111 690 IS 90 710 W
KPAIRS A RAINIENOKG
COYIIACI LAW 901
1111/1161 UAOIIMN SUPPLIES 116 170 If 55 111 90
REPAIRS 6 IWINIESW 1,19! 1,015 7,769 7,199 5,777 7,077
ELEVAIOR KPAIRSINAIII 47 a TIG 701
NOAC WPLIES 6 KPA1R 1,106 651 719 7,967
0111 III111114R 1,191 1,161 7,117 11,001 1,570
IRACN K1781 001 100 965 909 001 919
NUER WIII.NER 391 350 169 770
PEST CONTROL 177
LAON CAREISUII 0EN09Rt 1,116 111 7,195 956 156
IOIOL REPAIRS 6 RAINI 1,009 1,019 6,006 6,051 19,010 9,100
396
1,611
1,110
101
070
16,.170
1,175
6,011
71,239
2,110
1,708
170
6,077
7
KIIONIN IONS Sam
INCOIE SIAIERE01
EON IDE 611 0 IN$ ENDED JM2 W. MS
JAN DEI An AH M9 JUN JUL 0116 9[P OCI 61111 DEC 916
O MCIAIIMIMMIIIAIIONe
DEPRECIATION 11,000 II,000 11,000 11,000 11,000 11,000 101,000
ANOAIIIAIION i'i 710 210 210 210 710 1,600
TOTAL O MEIAOTI 11,216 16,710 11,770 11,210 18,214 11,770 IM,606
IAIESIIMTEREOIII15MON[Et
PARENT 11 LIEU Of PAW IRIS 7,160 2,160 7,160, 2,160 7,160 2,160 11,960
1111REST ISKISE 77,650 22,650 21,961 12,503 12,303 12,503 100,100
PMPERrO 115MALCE 1,150 1,150 1,150 1,150 11,6901 622 3,317
TOTAL IAIES/1211115 25,960 75,966 25,297 15,113 12,913 15,215 171,296'
TOTAL OPIPAINS [/PEW 12,270 10,036 61,679 1,135 66,SA4 $9,012 390,165
AEI OPEOAIINI 16COIE 663 3,565 1,011 10,963 6,139 15,060 4I,506
J
TOWt4E CRIER
gug 2003
ip'
A
AUGUST BIRTHDAYS
N SPILAIYE 1 Apt. 330
LOIS BRANT
BEVERLY HUSEBY
YOGI BHANDARI
JOHN CHRISTENSEN
Junn GOODACRE
ETHEL MARTIN
LEAH JENNINGS
KHASYA PLOTKIN
ROSEMARY KIRLEY
GERTS LYUBAVINA
MARIAN GOODACRE
7 Apt. 208
9 Apt. 120
11 Apt. 317
12 Apt. 129
13 Apt. 311
21 Apt. 108
22 Apt. 234
26 Apt. 217
27 Apt. 104
28 Apt. 203
29 Apt. 311
POTASSIUM
What. it does: Potassium is one of the minerals responsible for maintaining
the electrical stability of the cells of you heart and nervous system.
It's also called an electrolyte. Potassium is important for cell and
muscle growth, and it plays a major role in maintaining normal fluid
balance. i
Food sources include: Citrus fruits (such as oranges), apples bananas,
apricots, cantaloupe, potatoes (especially with skins), tomatoes, spinach,
mushrooms, beans and peas.
EI
NATIONAL NIGHT
OUT PICNIC r
Tuesday, August 5th
6:00 P.M.
Special Entertainment
Hot dogs, chips, beans, watermelon,
lemonade and cookie.
TICKETS - $2.00
GUESTS - $3.00
PLEASE BRING A CANNED OR A BOX G00"
TO THE PICNIC FOR THE FOOD MUI
There are only two ways to live your life
One is as though nothing is a miracle.
The other is as though everything is a miracle."
Albert Einstein
JUST A REMINDER...
Do not throw recycling (newspapers, bottles or cans)
down the trash chute:
I still need volunteers to sell quarters and tickets
on different occasions.
qO
If you wash rugs in the washers,
please shake them out fust.
Be sure and clean the outside grill after you use it.
Larry Armstrong has volunteered to get
the gas for the grill when needed.
When you use the grocery CARTS —
Please return them as soon as you can.
kIW
I know you have heard this several times before.
When you pull in or out of the garage, please stop and watch the garage
door go down. It is your responsibility to help beep PTS safe.
V
Please do not prop your apartment door
open to the hallway.
Thanks Les (Geis) for getting the new grocery cart
to replace the mts: ?re one.
August 2003'
Monthly Planner
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MEMO
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l
CITY OF PLYMOUTH .
3400 PLYMOUT?.H BOULEVARD, PLYMOUTH, MN .55447
DATE: August It, 2003 for Housing & Redevelopment Authority Meeting of
August 21, 2003
TO: Plymouth Housing and Redevelopment Authority
FROM: Tracy Jones, HRA Specialist through JuNfE es, Housing Manager and Anne
Hurlburt, Executive Director
SUBJECT: 2002 Community Development Block Grant (CDBG) Consolidated Annual
Performance and Evaluation Report (CAPER) and Notice of Annual Citizens'
Participation Meetings
BACKGROUND
The attached 2002 CAPER reviews the City of Plymouth's accomplishments towards meeting
the 5 -year goals defined in the Consolidated Plan, as required by the Department of Housing and
Urban Development (HUD) for communities receiving CDBG funding. The 5 -year goals of the
Consolidated Plan are the quantitative unit goals for the entire Hennepin County Consortium,
which includes Hennepin County, the City of Bloomington and the City of Plymouth. Based on
federal funding allocations, Plymouth is responsible for approximately 5% of the Consortium's
goals. The 2002 grant year consists of the time period from July 1, 2002 through June 30, 2003
and is the thud grant period of the 2000-2004 Consolidated Plan.
DISCUSSION
The. City is exceeding its progress toward 5 -year goals in the areas of affordable rental housing,
foreclosure prevention, first time hamebuyer education and housing for persons with
de,alopmental disabilities. The City is on track in its progress toward housing rehabilitation and
housing for persons with physical disabilities and behind in its progress toward Fra: time
homebuyer assistance. It should be noted that the City assisted an additional 7 first time
bomebuyers during the 2002 grant year and an additional 4 fust time homebuyers during the.
2001 grant year through non-CDBG funding sources. By taking these additional buyers into
consideration, the City is actually on track in its progress toward first time homebuyer assistance.
With the 2003 CDBG funds, the City made no progress toward assisting elderly and physically
disabled ranters, physically disabled first time homebuyers, aid housing for persons with special
needs targeting frail elderly, chemically dependent, mentally ill and persons with HIV/AIDS. It
should be not:d that the City has allocated 5270,000.00 in local funds per year for thepast eight
years to Plymouth Town Square, a subsidized city -owner apartment complex for seniors.
However, as the City funds future programs, an effort should be made to fund programs in the
under funded areas.
Although there are no unit goals for public services, support of public services is considered a.
high priority. Through CDBG funds, Plymouth supported family services, youth services and
transportation services in 2002. Given the limited amount of CDBG funding that can be
allocated to public Services, the City was not able to Support any Senior semces or neighborhood
revitalization. senices in. 2002. Typically, the City doesnot have enough money to fund' each.
public service sub4ategary, thus for the City to ftmd Senior services and neighborhood
revitalization services, funding would need to be taken from another sub -category. Howes, as
the City funds future public services, an effort should be made to fund services in the under
funded areas.
The Consolidated Plan accomplishments also relate to HRA and City housing goals. In the
HRA's 2002 Action Plan, which is required to track compliarnce with the 5 -year Consolidated
Plan goals, time are four result areas. In 2002, CDBG funded activities addressed all four of
these strategies, which included:
Affordable. Housing
Rehabilitation of Private Property
First Time Homebuyer Assistance
Public Services
In the City of Plymouth's Comprehensive Plan, there are 19 implementation strategies included
in the Housing Plan In 2002, CDBG funded activities addressed five of these strategies, which
included:
Fintancial Support and Technical Assistance for Maintenance and Development of Affordable
Housing
Financial Support for Existing Low and Moderate Income Rental Housing
Long Tem Affordability
Livability of Housing and Neighborhoods
Fair Housing
HUD requires at least two public meetings to be held each year to provide opportunities for
residers and interested representatives of local organizations to be involved in reviewing
program activities, the local needs of low and moderate -income persons and proposed uses for
CDBG funds. The fust public meeting will be advertised and held in coordination with the
Hennepin County Consortium on Tuesday, August 26, 2003. Any comments received at the
hearing will be submitted to HUD. The second meeting will be a public hearing held in February
to obtain public comment on proposed activities for the next year's CDBG funding.
1 recommend that the HRA Board of Commissioners approve submission of the 2002
Summary of Consolidated Plan Projects to the City Council and recommend that it be
submitted to the Department of Housing and Urban Development.
ATTACIMIENTS:
2002 CDBG Consolidated Annual Performance and Evaluation Report
x:c o r:.,wotrsnecwan sr wanuawuaot cox ase i o).aoe
4
Consolidated Annual Performance and Evaloatton Report
City of Plymouth, Minnesota for CDBG Program Year 2002
Reporting Period: July 1, 2002 - June 30, 2003
TABLE OF CONTENTS
I Annual Performance Narratives
1. Executive Summary
2. Assessment of Five -Year Goals and Objectives
3. Affimtatively Furthering Fair Housing
4. Affordable Housing
S. Continuum of Care
6. Other Actions
7. Leveraging Resources
8. "Grantee Self -Evaluation
B. Citizen Participation
III. CDBG Program
I. Assessment of Approved.. Activities. to Priorities and Objectives of Approved Plans
2. Analysis of Distribution of CDBG Funds Among Consolidated Plan Needs
3. Reasons for Possible Changes to Program Objectives
4. Assessment of Consolidated Plan implementation
S. Meeting National Objective Goals
6. Displacement and Relocation of Real Property
7. Economic Development Activities
8. Rehabilitation Activities
9. Financial Summary (C04PR26)
IV. IDIS Reports
1. Summary of Accomplishments Report (C04PR23)
2. Summary of Consolidated Plan (C04PR06)
3.. Activity Summary — CDBG Program (C04PR03)
I
III
1. ANNUAL PERFORMANCE NARRATIVES
1. Executive Summary
The City of Plymouth is the recipient of Community Development Block Grant (CDBG)
entitlement funds through ib.: U.S. Department of Housing and Urban Development (HUD
These funds are allocated and expended for activities benefiting City of Plymouth residents.
HUD requires the submission of an annual peformance repot' of this progren. The following is
an overview of accomplishments for the most current reporting period of. July 1, 2002 - June 30,
2003. 'mese annual accomplishments are a cumulative representation of the 2000-2004
Consolidated Plan, as this is the third reporting period under the Plan.
Table A illustrates CDBG program resources received and allocated by the City of Plymouth in
program year 2002.
Table a Ph-mmth CDIIG Program — Allocation of Resources 2002
Subredbimt AcdW& FundFAR
Plymouth HRA Rehabilitation of single-family
homes
75,000.00 I
Plymouth HRA First time homebuyer assistance 135,000.00
Hammer Residences Rehabilitation of group home 528,850.00
Community Action for Suburban
Hennepin (CASH)
Homeownership and tenant
counseling and education
59,150.00
Family Hope Services Youth counseling 54,000.00
Greater Minneapolis Day Care
Association
Child care assistance 15,000.00
Home Line Tenant hotline 57,500.00
Point Northwest of YMCA Homelessn xs prevention and
youth counseling
7,500.00
People Responding in Social Ministry
PRISM)
Transportation services 4,000.00
Training and Resources to Attain Long-
term Indhidual Success (TRARS)
Self-sufficiency program 55,000.00
Plymouth HRA CDBG administration 30,000.00
TOTAL 5321000.00
L Assessment of Flive-Year Goals and ObjectWa
1 The following identifies for each Consolidated Plan section, the goals, strategies, program year
accomplishments, and the cumulative five-year accomplishments. Table B provides a
comparison of performance against Five -Year Goals. The Five -Year Goals represent the goals
defined in the Consolidated Plan for the entire Hennepin County Consortium. Plymouth is one
of the three CDBG entitlement jurisdictions in this group of 43 suburban communities. Further
explanation of performance is contained in the narrative for each Plan section.
Tattle. S Haastav Perfe renaaee 206&204 Aneiast Five -Year Goals
D
HOUSEHOLDS TO U PRIORM FIMTWEAR PROGRAM F7YE-YEAR
ASSISTED UNrFGOALS YEAR ACCOMPNSH-
ACCOMPLLSH- MEM
MEMS
Rotas
Siena Family. Umdemd High -M MR 800 Wily 50 nails
todividu h At Ltage F^otnib High -*MMR So Wits
EldQly High gM hfn 150 Wits
PtAakdIvDhpbkd H' -105 hin SO Wits
Owners
Existing Hammr ends
Housing RehshiRutiao High <M Mn 1.200 Wits 9 units 43 Wits
Mongsge Forechome
PteroWdan
High <S05i hln 1.000 buusthokh 221museholds 62 bounholda
First TWe Hm*huyas
dip Ansi Omm Higb <5M MFI 1,300 bousebolds 9 bouseholds 23 bousebotds
Phy6mDy DtsaMd
High -CSM Mn 1,250 bouseholds 64 households 225 bouseholds
Hamdess Pttesans
Prevention A Houft Services Use Caminutna of 500 petaWs See Hennepin Ser Hennepin
Care Conary Repot Cotutty Report
HousivaunhyFbecis 100 Witslheds
Phrsaas With SpaW Needs
Frail Elderly Lor SO Wnalheds
aatdeally Dependent Low so ututslhok
Memalb W High I so naialheda
Developomta4 Dbuhled Medium 50 Witslheda 1 Wit/ 4 beds 3 Wit! 12 beds
Pb)siWlyDisrhled Medium Sout,italheda 2Wit
Persona with HN/AIDS Medimn 50 UUMAN ds
Community Devekpmeat a
Pnbae ser ices
Senior SaviasTaalities NO WA
FartaySaviceslFaeilioca High WA 65boustholds 226bouseboUb
Youth.Senxes High WA 6 youth 37 youth
Nei4S$I Itoo I RevindWition Hkb NIA
Transpormtim Seniaa Hish NIA 528 rides 631 rides
Small Families, Unrelated Individuals, and Large Families Renters
Myr-Year Goals: n
Develop 800 units of new affordable rental units for small families over the next five years.
Develop 50 new rental units for large families over the next five years.
Stratesies:
Target the use of anticipated resources for the development of additional affordable rental
housing for households with income below 50 percent of median income, particularly
households with income below 30 percent of median income.
Support efforts to address barriers to the wider use of Housing Choice Vouchers.
Support use of anticipated resources for the preservation of existing assisted rental housing.
Facilitate and promote the use of the 4d property Tax Classification program.
Acquire single-family homes for publicly owned rental units.
Rehabilitatelconvert smaller apartments into units with three or more bedrooms.
Construct new units with three or more bedrooms.
Imp:ement this strategy through local public lousing authorities (PHAs), non-profit
organizations and for-profit organizations.
2002 Proem Year Accomnlishments/Five-Year Accomplishments:
No new housing for renters was produced with CDBG assistance.
Section 8 Hinamg Choice Voucher Program
The City continues to operate a Section 8 Housing Choice Voucher program. The 25 additional "
vouchers awarded during the 2001 program year brought the City's total to 177 vouchers. The
City also has a total of 183 portable vouchers, as of June 2003, that the City is administering as
the receiving housing authority. Small family, unrelated individuals, large family, elderly, and
physically disabled renters can use the new vouchers.
Affordable Housing DeMopmew
The HRA had committed $366,000.00 ($235,941.83 of the 2001 CDBG Affordable Housing
Development funds and $130,058.17 in local funds) to a multifamily apartment building where
26% of the units would be affordable to households under 8046 of median area income.
However, during the 2002 grant year, the City Council approved funding this project with Tax
increment Housing Assistance Funds (TOW) to free up the less restrictive CDBG Funds. Thus,
the $235,941.83 committed from the 2001. Affordable Housing Development program was
reallocated to the 2001 First Time Homebuyer program and the 2001 Housing Rehabilitation.
Program. Specifically, $100,000.00 was reallocated to the 2001 First Time Homebuyer program
and $135,941.83 was reallocated to the 2001 Housing Rehabilitation Program.
Elderly Renters
Increase the supply of new, affordable elderly housing by 150 units over the next five years.
Preserve existing affordable rental housing that is eligible for HUD mortgage pre -payment
and/or to opt -out of the Section 8 rental assistance program.
J
tme :
A • Address barriers to the use of rental assistance programs (Section 8) by the elderly.
Seek opportunities for development of new affordable senior housing as part of neighborhood
redevelopment initiatives and seek opportunities for intergenerational housing.
Use available resources to assist the development of HUD Section 202 housingthrough land
acquisition, site improvements and other eligible appropriate ways.
Facilitate access to support services that help the elderly stay in their homes. Services
include home health care, meals on wheels, congregate meals, transportation and recreational
opportunities at senior centers and other locations.
Explore the potential of seniors sharing larger homes to provide cost savings and other
benefits.
Preserve existing aRordable housing through the use of resources anticipated to be received
by the Consortium and support the use of resources made available to others.
2002 Program Year Accomnlishments/Five-Year Acc =Iishmerns:
No new housing for elderly renters was produced with CDBG assistance.
The City of Plymouth continues to own and operate a subsidized senior rental community with
local financing. Plymouth Towne Square provides 97 affordable rental-housing units. In the
2002 program year, the HRA provided $270,000.00 in subsidy for this project with local
financing.
Physically Disabled Renters
Five-Year Goals•
Develop SO new accessible rental units using anticipated Section 811 resources.
Assure that accessible and adaptable design. is incorporated in new rental housing units
supported with CDBG funding.
Strategies:
Affirmatively further fair housing by facilitating enforcement of the ADA, which prohibits
discrimination against people with disabilities in rental housing.
Encourage use of the universal design concept that incorporates elements of accessibility into
standard housing designs.
Encourage making accessible housing part of the program criterion of the Livable
Communities Act, which promotes the dual concepts of affordable and life cycle housing.
2002 Promam Year Accomplishments/Five-Year Accomplishments:
No new housing for disabled renters was produced with CDBG assistance.
Existing Homeowners
Five -Year Goan;
Use CDBG fimding to alleviate substandard housing conditions for 600 very low and low-
income homeowners over the next five years.
Use resources anticipated to be received by others to assist additional 600 lower-income
households.
Increase the range of funding options available for the rehabilitation of very low and low-
income homeowners.
Provide mortgage foreclosure assistance and other appropriate support services to 1,000 very
low-income homeowners from mortgage foreclosure over the new five years.
trot : •
Maximize the delivery of assistance to eligible households with resources available from the
urban Hennepin County CDBG Program, City of Plymouth's CDBG Program, City of
Bloomington's CDBG Program,. the DOE Weatherization Program and the Minnesota
Housing Finance Agency Deferred, and various rehabilitation programs.
Where possible, review and amend existing programs to reflect the changing rehabilitation
environment. Establish priorities for the delivery of rehabilitation funds and ensure that these
funds are promptly expended.
Help prevent mortgage foreclosure, through funding of mortgage foreclosure prevention
services and other supportive services, to address contributing factors.
2002 Program Year Accomp ishmentslFive-Year Accomplishments:
Provided eight households with residential rehabilitation assistance through the City of
Plymouth's CDBG Program.
Provided home maintenance and chore services to one household.
The Housing Rehabilitation Program has run continuously since its first loan in 1975. During the
2000 grant year, seven projects were .funded that had work in progress at the and of the gram
year. Two of these projects were completed during the 2001 grant year, four of these projects
were completed during the 2002 grant year and one project still has work in progress. During the
2001 grant year, ten projects were funded that had work in progress at the end of the grant year.
Nine of these projects were completed during the 2002 grant year and one still has work in
progress. During the 2002 grant year, eight homeowners received funding for a variety of home
improvement projects. Four of the eight homeowners completed their rehabilitation during this
grant year. The remaining four homes still have work in progress.
A total of•5215,491.68 was expended through June 30, 2003. Program income in the amount of
92,234.68 was received through June 30, 2003. In addition to the funds spent during the
program year, approximately 572,251.16 has been committed through work contracts in progress.
In 1999, the HRA applied for and received Local Housing Incentive Account (LHIA) grant funds
from the Mettopolitan Council to be used specifically for rehab in the Tiburon development. The
LH1A funds have leveraged CDBG funds on a one for one match for five homes requiring major
rehabilitation. The first home was completed during the 1999 grant year. The second, third, and
fourth homes were completed during the 2000 grant year. The fifth home was completed during
the 2002 gram year.
The City of Plymouth has designated a percent of funds allocated for housing rehabilitation to be
used for a Small Repair Grant Program. The City of Plymouth funds this program and the work
is performed by Senior Community Services. This is the third year the program has operated.
In addition, two homeowners in Plymouth also received MHFA financed home improvement
bans in the total amount of 515,826.00 during the 2002 CDBG grant year.
Existing Homeowners with Pbysiealy Disabled Family M-mbers
Five -Year Goals:
Make significant accessibility improvements to 25 single-famiy homes over the neat five
years.
Provide assistance to 130 individuals and families through the Medical Assistance Waiver
Programs over the nett five years.
trat 'es:
Provide accessibility improvements using anticipated housing rehabilitation resources.
Continue county participation in the State of Minnesota Medical Assistance Home and
Community Based Waiver Programs to provide funding for disabled low-income individuals
to modify their lousing for accessibility and allow them to remain in their home.
Encourage use of the universal design concept that incorporates an element of accessibility
into standard housing designs.
Support accessible. housing as part of the program criterion of the Livable Communities Act,
that promotes the dual concepts of affordable and life cycle housing.
molishments/Five-Year Accomolishm
One household, funded in the 2000 grant year, that was approved for an additional
510,000.00 deferred loan through the City of Plymouth's CDBG Program to complete
accessibility modifications to their existing home was completed during the 2001 prog-am
yam -
1 • One additional household, funded in the 2001 grant year, that was approved for an ional
10,000.00 deferred loan through the City of Plymouth's CDBG Program to complete
accessibility modifications to their existing home was completed during the 2002 program
year.
Firat•Time Homebuyers
Provide homeownership assistance to 1,250 families/households over five years using MHFA
mortgage programs.
Provide homeownership assistance to 50 familieslhouseholds over five years using CDBG
and HOME Program resources.
Provide homeownership training to 1,250 families/households.
Develop five units of fully accessible, owner -occupied affordable housing using HOME
Program resources.
S931 :
Use Minnesota Housing Finance Agency homebuyer programs as the primary resource to
assist firs: -time homebuyers with incomes below 80 percent of median family income.
Target assistanceprovided with CDBG and HOME funds to households with income below
60 percent of median family income.
Affirmatively further fair housing through targetted housing outreach, homebuyer training and
financial assistance to communities of color.
Incorporate opportunities for new affordable housing in CDBG-funded neighborhood
revitalization activities (scattered -site and area redevelopment).
Provide funding to non -profits and Community Housing Development Organizations
CHDO) to assist first-time homebuyers through a combination of homebuyer training, down
payment assistance, below-market interest rates, purchase/rebabilitation programs, and
monthly payment assistance.
Seek opportunities for development of fully accessible, owner -occupied
2002 BmM Year Aceomolishments/Five-Year Accomplishments:
Provided nine first-time homebuyers with financial assistance through zero -interest, deferred
loans for down payment, closing costs and/or mortgage principle reduction through the City
of Plymouth's CDBG Program.
Assisted eight first-time homebuyers to purchase homes in Plymouth with lower interest
mortgage financing through MHFA's Community Activity Set -Aside Program (CASA). All
eight of these homebuyers also received homeownership assistance in the form of a second
mortgage for down payment or monthly payment assistance.
This program has provided financial assistance to first time homebuyers since 1990. There were
nine homebuyers who received a total of 5178,889.00 in direct assistance through the CDBG
funded Plymouth First Time Homebuyer Program. The program generated 578,590.00 in
program income over the last 12 -month period.
Since 1995 the HRA has successfully combined this assistance with programs sponsored oy the
Minnesota Housing Finance Agency (MHFA), such as the MHFA Community Activity Set -
Aside (CASA) Program, Minnesota City Participation Program (MCPP), and Minnesota
Mortgage Program (MMP). Since 1998, the City has been a part of consortium headed by Urban
Hennepin County to access MCPP funding. MMP is available statewide on a pipeline basis as
well. The HRA provides information end referrals to appropriate MHFA mortgage programs and
assists in coordinating the various programs.
A total of eight households were able to use MHFA lower interest rate first mortgage financing in
Plymouth in the 2002 CDBG year, for a grand total of $936,877.00 in first mortgages. All eight
of these buyers also received down payment or monthly payment assistance in the total amount
of 597,580.00 through MHFA's Homeownership Assistance Fund (HAF).
The most challenging aspect of utilizing the first time homebuyer programs is the high cost of
housing in Plymouth. The 2002 Assessors records show that the average single family detached
mean sales price of existing housing in Plymouth was $294,500.00, which is well out of the
reach for low and moderate -income households. Another limiting factor in use of the MHFA
first mortgage programs is the maximum purchase price. Recently MHFA raised the maximum
to $204,183.00 for existing housing and $228,059.00 for new construction, which has allowed
more first time homebuyers to utilize these programs in Plymouth The CDBG program funds do
not have this price limitation but potential Plymouth homebuyers still face the very serious
shortage of homes priced at an affordable level.
Homelessness
Five -Year Goals:
Following the Continuum of Care plan, utilize ESGP resources to provide prevention
services, rapid -exit emergency shelter services and transitional housing (non -construction) to
500 homeless families and youth in suburban Hennepin County over the next five years.
8
Following the Continuum of Care plan, use anticipated resources to be received by other% to
1 provide 100 transitional housing uniWbeds and permanent supportive housing uoitslbeds for
single adults, families, youth and persons with special needs.
Stratesies:
Target ESGP resources to homeless prevention activities, rapid exit from emergency shelter
services and transitional housing for families arid youth, consistent with the needs and
priorities in the Continuum of Care.
Use anticipated resources to assure availability of transitional and supportive housing and
support services for hameless single adults, families, youth and persons with special needs
through Hennepin County, consistent with the Continuum of Care.
Use anticipated resources to assure availability of emergency shelter, transitional housing and
support services for survivors of domestic violence, consistent with the Continuum of Care.
Support access to emergency housing services through. the suburban human service agency
network.
2002 Program Year Acoomplishments/Five-Year Accomplishments:
Accomplishments to the Continuum of Care are detailed in Hennepin County's Annual
Performance Report.
Housing for Persons with Special reeds
Five -Year Goals:
Frail Elderly
Provide C:ly supportive housing units over five years for flail elderly.
Persons with AlcahoUOther Drrg Abuse Problems
Continue county collaboration efforts in developing public and private resources for
supportive housing options and treatment services for persons with alcoboVother drug abuse
problems.
Provide filly transitional housing units over five years for persons with alcoboVother drug
abuse problems.
Persons with Mental Illness
Facilitate the development of 150 units over five years for persons with mental illness.
Persons with Developmental Disabilities
Provide fifty supportive and semi-independent living units over five years for persons with
developmental disabilities.
Persons with Physical Dbabilides
Provide filly irdependem and supportive living units over five years for persons with
physical disabilities.
Persons with HIVIAIDS
Provide fifty supportive living unitslbeds for families and single adults over five )ears for
persons with HN/AIDS.
Straw
Elderly
Facilitate the development of supportive housing for very low-income, frail elderly through a
combiner'; an of assisted rental, rehabilitation of existing units and new construction using
federal, state and local resources. All units must have support services appropriate to this
population.
Persons with AlcnhoWAer Drug Abuse Problems
Support county efforts in working toward community expansion of sober, supportive housing
models in a:njurwtion with outpatient treatment, thereby increasing service flexibility while
at the same time containing costs.
Continue participation in the County Department of Human Services Chemical .Dependency
Restructuring. effort, which is expected to establish a mechanian for providing supportive
housing options as part of an overall treatment plan.
Support efforts of public and private nonprofit organizations to access available federal, state,
and local funding to meet the housing needs of this population.
Target a portion of the available resources to meet the goals for this population, as identified
in the Hennepin County Continuum of Care for the homeless.
Persons with Mental Illness
Facilitate the development of a range of decent, affordable housing options using various
models with strong support services for persons with serious and persistent mental illness,
consistent with the housing development and support strategies identified by the Mental
Health Housing and Services Action Group.
Encourage use of the Publicly Owned Tramsitional Housing Program as a development
resource (a MHFA Program).
Support development of `practice apartments" to give people a chance to learn in a `real life'
situation without jeopardizing their rental history and for mental health services to
realistically assess service needs_
Support development of a Corporate Adult Foster model for persons with serious and
persistent mental illness.
Facilitate homeownership initiatives among mental health and housing agencies and
organizations.
Target a portion of the available resources toward meeting the housing goal for this
population, as identified in the Hennepin County Continuum of Care for the Homeless.
Persons with Developmental Disabilities
Facilitate the development and maintenance of semi-independent and supportive living units
through a combination of new construction, rental assistance and rehabilitation, using
available federal, state, and local resources.
Support the efforts of local HRAs and public and private nonprofit organizations to access
available federal, state, and local funding to meet the housing needs of this population
Target a portion of the available resources toward meeting the goals for this population, as
identified in the Hennepin County Continuum of Care for the Homeless.
Persons with Physical Disabilities
Facilitate the devlopment of new units and maintain existing supportive living units.
Provide new independent living units through new construction and rental assistance
programs and maintain existing affordable housing unit for persons that can live
independently.
Provide low cost loans and/or grant for accessibility improvement to owner -occupied
housing.
Support the effort of local HRAs and public and private nonprofit organizations to access
available federal, state, and local funding to meet the housing needs of physically disabled
persons-
Target a portion of the available resources toward meeting the goals for this population, as
identified in the Hennepin County Continuum of Care fbr the Homeless.
10
Persons with HMAJW
1 • Target available resources toward: (1) expansion and increased operating efficiency of adult
foster care programs, (2) additional set-aside of assisted housing units, (3) rehabilitation of
housing for the development of supportive communities, and (4) increased homemaker,
personal care attendants, and skilled RN care to enable people to remain in their homes.
Target available resources toward meeting the goals and priorities for this population, as
identified. in the Hennepin County Continuum of Care for the Homeless.
2002 Promam Year AcoonmlishmentsJ0ve-Year Accomplishments:
Facilitated the rehabilitation of one group home for developmental disabled adults through
rehabilitation using City of Plymouth's CDBG funds.
Hammer Residences
This non-profit corporation serves developmental disabled and other special needs persons by
providing group -housing pxommodations in the communities of Plymouth, Wayzata, and
Minnetonka. Hammer Residences have provided this services for over 70 years. In the 2001
program year, the City allocated $32,000.00 toward accessibility improvenirents at the Tyler
House located at 2611 Black Oaks Lane in Plymouth. The rehabilitation work is completed and
the home is currently occupied. Four individuals are served by this group home. In the 2002
program year, the City allocated 530,000.00 toward the installation of an elevator at the Garland
House located at 1530 Garland Lane North in Plymouth. The rehabilitation work is partially
Meted with an expec A completion date of fall 2003. Four individuals are served. by this
group home.
Family ServiceslFadUdes
Five -Year Goals:
Provide mortgage foreclosure prevention services to 1,000 households.
Provide tenant advocacy and tenant hotline services to 1,000 households.
Provide child day care assistance to 750 families.
Provide emergency assistance services, job training services, outreach and referral services
for health, housing and financial needs to 5,000 persons.
Provide domestic abuse intervention services to 500 households.
Provide early interventions and counseling services to assist the resettlement of persons in
refugee families.
Provide domestic abuse shelter and early intervention services.
Provide mortgage foreclosure prevention services, tenant advocacy and tenant hotline
services.
Provide emergency assistance services and outreach and referral services for health, housing,
and financial issues.
Provide job training, job search and job retention support services to families moving from
welfare to work.
Encourage alternative approaches to addressing suburban transportation needs.
J• Increase childcare options for families.
Continue working with GMDCA to ensure that students and workers, especially singlegarent
households, have access to child care services. Use CDBG funding for the provision of
subsidized day care services. Support the coordination of funding from other nonprofit
11
agencias and services providers to ensure that low-income households can afford adequate
child cue services. 00)
2002 Program Year Acoomolishments/Five-Year Accomplishments:
Provided mortgage foreclosure prevention services to 22 households.
Provided tenant advocacy and tenant hotline services to 225 households.
Provided child day care assistance to four families.
Provided emergency assistance services, job training services, and outreach and referral.
services for health, housing, and financial needs to 36 persons.
Community Action for Suburban Memmwm (CASH)
The HRA provided funding for this non-profit agency in the 2002 program year in the amount of
9,150.00. CASH provided several programs for Plymouth residents, including homebuyer
education and counseling, mortgage foreclosure prevention counseling and home rehabilitation
advisory services. In 2002, 64 households participated in homebuyer education and counseling,
22 households were assisted with foreclosure prevention, 12 households utilized reverse
mortgage counseling, and 9 households utilized rehab advisory services.
Home Line
The HRA provided funding for this non-profit agency in the 2002 program year in the amount of
7,500.00. Home Line provided a tenant hotline for Plymouth residents. In 2002, the Tenant
Hotline took 225 unduplicated calls from Plymouth households.
Greater Minneapolis Day Care Association (GMDCA)
The GMDCA provides financial assistance to qualifying families to cover the cost of day care for
their children. Subsidy payments are based on family income. This activity has been funded
with City CDBG funds for the last 19 years. In 2002, this activity received 515,000.00. By June
30, 2003, four households, for a total of eight children, received childcare services and have been
helped with sliding scale assistance payments to their day care providers.
Training and Resources to Attain Imdividmal Long -terms Success (TRAILS)
The Plymouth HRA has been collab.;,raft with the Housing Authority of St. Louis Park for
seven years on a Family Self -Sufficiency program encompassing both communities. In the 2002
gram year, 55,000.00 in Plymouth's CDBG funding mus allocated for this activity. These funds
are being applied toward the cost of administering the program in Plymoutti During this gram
year, 36 clients were assisted with counseling services. Of the 36 cliemsiitat were served, 26
remain ,active on the program, 6 graduated. from the program~. ' was terminated from the
program, 2 moved out of Plymouth and transferred to dit%en programs and 1 voluntarily
withdrew Atom the program.
Senior Servlces/Facilides
Provide home maintenance and chore services to 7,500 households.
Provide operating funds to senior centers serving approximately 4,000 seniors annually.
Provide transportation services (see transportation goals).
Support senior center servicesand programs, modifications to incorporate new services, such IJ
as meal programs, and to improve access to the physically disabled.
12
Stratelli
1 • Use the CDBG Program, in conjunction with other Hennepin County programs, to provide
public service dollars to local nonprofit agencies to address senior service needs.
Target fimdmg that promotes self-sufficiency, such as home maintarence and chafe
programs. Meals on Wheels, budget consulting, job development and placement, emergency
financial assistance, educational services and counseling services. Furls will also be made
available for the development of senior facilities in communities where there is a growing
need.
Support the development of new senior center facilities when needed
Encourageefforts by seniors to utilize their skills and experiences to assist with problems and
needs within the community, including those of other seniors, youth, and low-income
households.
2002 jam Year Accomolishments/Five-Year Accomplishments:
No CDBG fimds were expended towards senior services.
Youth Services/Faeilithts
Encourage communities to work with the local, schools, social service agencies, businesses
and other organizations to implement apprenticeship, educational, and recreational programs.
Provide recreational and summer park programs to 5,000 youth in low and modmWincome
neighborhoods.
Provide criminal justice intervention services to 800 youth.
Provide outreach and intervention services to 1,000 homeless and/or runaway youth, and their
families.
Provide support group counseling services to 500 at -risk youth.
Straw
Target funding to programs such as city parks programs for youth, criminal justice, youth
diversion programs, school completioNtcuancy prevention, and summer youth programs.
Particular priority should be given to services directed to large multifamily !musing
developments and other areas where there an concentrations of lower-income households.
Encourage communities to develop and/or improve access for programs targeted to youth.
Provide outreach and intervention ser. ices, particularly to homeless and runaway youth and
youth at risk.
2002 Program Year Accorrlplishments/Five-Year Accomplishments:
Provided outreach and intervention services to 23 homeless, runaway, and at -risk youth, and
their families.
Provided support for group counseling services to six at -risk youth.
YMCA Point Northwestfor Runaway Youth
The HRA committed $7,500.00 in 2002 funds to the Point Northwest program. This program
serves youth who sen experiencing homelessness or are at risk of homelessness. Intervention and
J counseling services an available 24 hours a day, seven days a week. During the 2002 program
year, this program served 23 extremely low-income youth.
13
Family HW Services
Family Hope provides year round support and services for at risk youth through structured OINprogramroppertgmuMandmentoringrelationships. Plymouth provided Family Hope with
54,000.00 in 2002 CDBG funding. The agency provided services for six youth -nom Plymouth.
Neighborhood Revitahlaadott
Five -Year Goals
Use CC*;SC funds to acquire 100 properties for rehabilitation or clearance in scattere"te
aid designated redevelopment meat
Provide affordable lousing opportunities for a minimum of 20 percent of all housing units
created in CDBG assisted redevelopment activities.
Improve existing and/or provide new public facilities, as appropriate, to benefit low and
moderate -income neighborhoods and persons.
Investigate the potential of improving brownfield sites to provide public facility, housing, or
other purposes.
Support activities which promote neighborhood revitalization.
Incorporate public facility and infrastructure improvements, such as a park or playground, in
revitalization of low/moderate-income neighborboods.
Implemmt neighborhood revitalization scattered -site and designated area redevelopment
activities.
Designate a minimum percentage of housing created through CDBG assisted redevelopment
for housing affordable to low and moderate -income fust time bouseholds.
Encourage investigation of underutilized and brownfield sites to identify appropriate
reuse/remediation potential.
2002 Program Year Agw lishmentOTive-Year Accomplishments:
No CDBG funds were expended contributing to neighborhood revitalization.
Tnmportsdoo Services
Five -Year Goals:
Provide 10,000 rides annually to seniors, the disabled, and to low-income persons.
Sj3•es:
Support the provision of transportation services to seniors, persons with special needs, and
low-income. families and individuals.
Encourage the development of appropriate specialized transportation services, particularly in
outer -ring communities.
Encourage alternative approaches to address inter- and intra -suburban transportation needs.
2002 Prog= Year AcccmolishmentsTive-Year Accomplishments:
Provided 528 rides to low and moderate -income residents of Plymouth.
Peine ReVandinig in Social Minufry (PNM Ij
PRISM provides year round transportation services for PI) mouth residents. Plymouth provided
PRISM with 54,000.00 in 2002 CDBG funding. The agency provided 328 rides to low and
moderate -income residents of Plymouth.
14
Affirmatively bltrtheriog Fair Housing
1 Under the CDBG regulations the HRA is requited to .promote fair housing activities to address
issues of housing discrimination. In this regard, the HRA has continued its participation in the
Metropolitan Twin Cities HUD Consolidated Plan Entitlement Jurisdictions Fair Housing
Initiative. The initiative provides finding to promote fair housing deice, testing, enforcement,
information and referral in the metropolitan area
D
0. Affordable Housing Performance
The City of Plymouth has used all 2002 program year funds to assist households at or below 80%
of madion income, as defined by HUD. Table C details the number of households assisted by
type of residency and income category for CDBG assisted housing activities.
Table C. Cbaracterlstic of Households Sen -ed daring 2001 CDBG Program Year
Anther Extnmeq} Low
Income 3011 NFRI
LOW Income 40%
MFn
Motkrace IMM
NIM
Tool Hoaarol
Radw Owner Renter Owner Reiner Owner Renter Owner
Sigle Fanny
Rdtasaitaim
0 1 0 3 0 4 0 8
Smell Repair Gran 0 1 0 0 0 0 0 1
Group Nome
RedEilitmim
4 0 0 0 O 0 0 4
First Time 0 0 0 1 0 8 0 9
Itotttebayv
Edutatim
0 0 IS 0 21 0 64 0
Rdwbgbdm
Advkwy
0 0 0 6 0 2 0 9
Facelostne
lteventim
0 2 0 6 0 S 0 22
Tmam Adroca7 A
Tama Hahne
1630t 34 0 28 0
I
223 0
7btds
167 1 4 52 16 49 19 289 33
I Coatianam of Can
Accomplishments made to the Continuum of Care goals are addressed more extensively in the
Hennepin County Consortium's Annual Performance 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 sectors in creating a responsive network of housing and support services for
homeless adults, families and youth in Hennepin County. The City has worked extensively with
other agencies to respond to homelessness issues. Programs through the Northwest YMCA and
Family Hope Services, both CDBG sub -recipients, provide services such as crisis intervention,
counseling, and assistance to homeless youth in Plymouth. The City has been represented on the
Hennepin County Taskforce on the Homeless to express suburban concerns regarding services
for the homeless.
Other Actions
The following is a summary of accomplishments made to other actions described in the
Consolidated Plan.
Obstacles to serving under -served needs: The most significant obstacles are high
construction costs, the high cost of acquiring property in the City, the limited availability of
15
land suitable for development, and the lack of adequate funding experienced in most
communities. The City has recently updated its Comprehensive Plan and has incorporated
strategies to reduce obstacles to the development of affordable lifecycle housing.
Foster and maintain affordable housing. The City's rental housing licensing program is one
example of how the city maintains affordable housing. This program requires property
owners to do essential corrective repairs in a timely fashion. City staff also mats with non-
profit affordable housing advocates on various issues to promote and maintain affordable
housing. City staff has worked with developers and property owners to make application to
appropriate agencies and lenders for funding to maintain or to produce affordable housing.
Eliminate barriers to affordablefordable hoaxing: The most significant harriers are high construction
costs, the high can of acquiring property in the City, the limited availability of land suitable
for development, the lack of adequate funding experienced in most communities and the
strong market demand for higher cost housing in the City. The City's new Comprehensive
Plan includes strategies for the elimination of obstacles to the development of affordable life-
cycle housing.
Overcome gaps in institutional. structures: 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. The ' WFA housing program
maximum purchase price requirement for first time homebuyer applicants (determined by the
federal government) has been a limiting factor in the use of this program. In 2002, the
maximum purchase price was raised to 5204,183.00 for existing housing and 5228,059.00 for
new construction, which has allowed more flexibility for buyers; however, it is still for below
the mean sales price of 5294,500.00.
Improve public housing and resident initiatives. The City has no federal public housing.
The Plymouth HRA; however, has two resident advisory boards. One for its Section 8
Housing Choice Voucher program and a second for its locally financed 97 unit subsidized
senior housing development The Section 8 Resident Advisory committee advises the HRA
on policy development and review. Plymouth Towne Square, opened for occupancy in 1994,
has a residents' council that advises the HRA on management and resident services.
Evaluate and reduce Lead-based paint hazards: The City Consolidated Plan delineates its
strategy regarding lead-based paint hazards. The City refers suspected cases of lead-based
paint poisoning to the Hennepin County Health Department The new regulations for lead-
based paint were incorporated into the Housing Rehabilitation and First Time Homebuyer
programs in September 2000.
Ensure compliance with program and comprehensive planning requirements: Contractual
agreements are established with all grantees receiving CDBG funding. City staff also makes
annual monitoring visits to the offices of all subgrantees.
Reduce number offamines living below the poverty level City and CDBG funding have
helped fund employment training and job placement services, such as the TRAILS program,
one of the best strategies to reduce the number of families in poverty.
Leveraging Resources
The HRA has leveraged other resources to more effectively multiply benefits to low and
moderate -income persons and to meet the needs identified in our Consolidated Plan. The
following is a list of these resources:
In the 1999 grant year, the HRA received a 570,000.00 Livable Communities Act grant from
the Metropolitan Council to be used for housing rehabilitation. The grant funds were used in
combination with up to $70,000.00 in CDBG funds for zero -interest deferred loans for home
16
t
improvements for five low- and moderate -income homeowners in the Tiburon development.
The first home was compieted during the 1999 grant. year. The second, third and fourth
homes were completed during the 2000 grant year. The fifkh.home was completed during the
2002 grant year.
The HRA provided information, referrals, and coordination services to eight first time
homebuyers who purchased homes in Plymouth with MHFA's Community Activity Set -
Aside Program (CASA). All eight of these homebuyers received homeownership assistance
in the form of a second mortgage for down payment or monthly payment assistance.
The HRA was awarded 5275,000.00 from MWA's Community Revitalization Fund and
Metropolitan Council Livable Communities funds to provide gap assistance to low and
moderate -income households to purchase homes in the first phase of the proposed new
development called The Reserve. Ater completion, The Reserve will contain over 600
single-family homes and approximately 400 apartments. The HRA will be providing
affordability gap assistance, in the form of deferred loans, for households earning less than
the CDBG maximum to become homeowners at The Reserve. During the 2001 grant year,
four low -moderate income households purchased homes in The Reserve using these grant
funds. During the 2002 grant year, six low -moderate income households purchased homes in
The Reserve using these grant funds One remaining closing is expected during the 2003
grant year.
The HRA was awarded 575,000.00 from MHFA's Community Revitalization Fund to
provide gap assistance to low and moderate -income households to purchase homes in the first
phase of the proposed new development called Harvest Hills. During the 2002 grant year,
one low -moderate income household purchased a home in Harvest Hills using these grant
funds.
f •
The commitment of 5366,000.00 in funding for the Stone Creek Village apartment complex
through local HRA funds has leveraged. numerous financial resources including Hennepin
County HOME funds, MHFA, Metropolitan Council, and MHOP unit funding. Stone Creek
Village is a multi -family rental building comprised mainly of two and three bedroom units, at
least 26% of the units will be affordable to low-income households.
L Grantee Self -Evaluation
The City receives a small CDBG allocation and realizes that the housing and community
development needs of the City are growing. The City has been persistent in using CDBG and
local funds to the maximum capacity. The following is a self-evaluation of the City's progress
made towards the Consolidated Plan goals.
Rental Households:
The City has used its Section g tenant -based voucher program to maintain affordable housing for
low-income how-eholds in the existing market. The City has worked hard to retain and recruit
landlord participation in this program. The City's success is shown through the overwhelming
number of families who use the portability provision of their voucher to locate housing in
Plymouth. The City has also made significant efforts to incorporate affordable units in new
rental communities proposed in the City, even though extremely low vacancy rates and high
market rents have existed. The City continues to pursue local and state resources to make this an
easier and beneficial alternative for property managers and owners.
The City of Plymouth continues to actively participate in the Property Managers Association.
This group, which meets quarterly to discuss effective management techniques for rental
17
properties, includes property managers and city officials in the communities. of New Hope,.
Plymouth, Robbinsdale and Crystal. n
In addition, the City of Plymouth's Police Department operates the Crime Free Multi -Housing
CFMH) program, which establishes a partnership between the. Police Department and rental
property managers. CFMH helps tenants, owners and managers keep drugs and illegal activity
out of rental property.
Owner Nouasehokh:
The City continues to operate its rehabilitation and first time homehuyer loan programs. These
programs have received a tremendous amount of interest from local homeowners and potential
buyers. During the 2001 grant year, the City also had the opportunity to preserve the
at%rdability of a two-bodroom townhome this reporting period by exercising its right of first
refusal. The HRA resold the unit at no profit and placed restrictive covenants on the unit
restricting the future resale price of the unit.
Homeless Households.
The City continues to work through the Hennepin County Continuum of Care to address
homelessness issues. The City also funds programs through the Northwest YMCA and Family
Hope Services that provide services and counseling to homeless and runaway youth and youth at -
risk for homelessness.
Housing for Special Needs:
The City has concentrated its resources on assisting housing for developmentally disabled adults.
The City has provided funding to Hammer Residences over a number of years to perform
accessibility modifications to group homes enabling the residents of these homes to make full use
of all living spaces.
Public Services:
The City has tried to stretch the amount of CDBG funds allocated for public services as for as
possible while addressing all identified public service needs. The City has continued to monitor
its submcipients to ensure the best possible use of funds. Recognizing that the CDBG funding is
limited, the City has made additional resources available to public service providers. Table D
identifies the other resources made available during.this reporting period.
i
is
1
Table D. Other Cats Resources Provided Duriatt 2002 Pnwjam Year
AsencY Deserkdon Fundhait
PRISM Human services for low income finkiliesAxtsons 10,000.00
Communities in Collaboration dedicated to building healthy
Collaboration communities and healthy youth through asset 5,887.00
development
Northwest Hennepin Provides information and research in human services
Human Services Council 13125.00
Home Free Battered women's' shelter located in City 33,000.00
Teens Alone Crisis Intervention 000.00
Senior Community Senior citizen HOME program
Services Outreach 61000.00
Senior Community Senior citizen outreach program
Services Outreach 13 000.00
CONECT Collaborative Onsite community services at lower-income rental 9,000.00
communities
interfaith Outreach & Human services for low income familieslpersons 15,900.00
Community Partners
North Hennepin Mediation services for variety of parties 2,000.00
Mediation Program, Inc.
Northwest YMCA At -risk youth program 3,000.00
Detached worker
Total• SI12 12.00
U. CITIZEN PARTICIPATION
The public hearing and comment period for this report is included in public hearing held by
Hennepin County Consortium. This report is being submitted to Hennepin County prior to the
comment period; therefore, no comments have been received to date.
The following reports are available to the public and have been previously submitted to HUD at
this time:
2000-2004 Hennepin County Consortium Consolidated Plan
2002 City of Plymouth Act;za Plan
Regional Analysis of Impediments to Fair Housing, May 2001
Financial Summary for Plymouth CDBG Funding, 2002 Program Year
Rehabilitation Activities for Plymouth CDBG Funding, 2002 Program Year
111. CDBG PROGRAM
The main tool used by the City of Plymouth for carrying out the objectives identified in the
Consolidated Plan is CDBG funds. The Plymouth Housing and Redevelopment Authority
HRA) is responsible for administering the Federal Government's Community Block Grant
Program for the City of Plymouth. In 2002 the City of Plymouth was awarded a total of
5321,000.00.
J
19
1. Assessment of Approved Activities to Priorities and Objectives of Approved. Plans
A detailed assessment of program year activities to Consolidated Plan priorities and objectives is
found in Part i, Section 2 of this report.
2. Analysis of Distribution of CDBG Funds Among Consolidated Plan Needs
Table E identifies the activities undertaken during the program year and the priority ranking as
identified in the Consolidated Plan.
Table E. Approved CDBG Activities and Rankiing by rity Level
Activity Consolidated Plan
Housing Rehabilitation High
Afrordable Housins Assistance High
Housing for Special Needs — Hammer Residences Medium
Affordable Housinit Development High
Family Services — GMDCA High
Family Services — CASH High
Family Services — TRAMS High
Youth Services - Farrdly Hope Services Hish
Youth Services — YMCA High
Most of the approved activities are in the highest priority group. CDBG funding is limited,
therefore only a few activities can be undertaken in any one-year. The HRA has also found flan
limiting the number of activities assisted is a more efficient and cost effective use of CDBG
funding for delivery of services to residents.
3. Reasons for Possible Changes in Program Objectives
No consideration has been given to changing any of the current program objectives.
4. Assessment of Consolidated Plan Implementation
The City of Plymouth has pursued all resources that it indicated it would pursue. Further
details on the use of federal, state, and local resources can be found in the available resources
sections of this report.
The City of Plymouth has provided all requested certifications of consistency for HUD
programs in a fair and impartial manner.
The City of Plymouth did not. hinder implementation of the Consolidated Plan by action or
willful inaction.
S. Meeting National Objective Goals
The City of Plymouth has used all of its CDBG funds exclusively for one or more of the national
objectives. The City is also in compliance with overall benefit certification The percentage of
funds, which apply to the overall benefit requirement, is located in the Financial Summary.
6. Displacement and Relocation of Real Property
During the 2002 grant year, no CDBG funds were used for the displacement and relocation of
real property. J
20
J
Economic Development Activities
During the 2002 grant year, no CDBG fimds were used for job producing economic development
activities:
8. RehabiWation.Activities
REHABILITATION ACTIVITIES
Summary of Consolidated Plan Projects
Community Development Block Grant Program
City of Plymouth, Minnesota
2002 Program Year (7/1/2002-6/30/2003)
Note: All work expenditures were for single -unit housing activities only.
1. Staffing: Number of Stasi' Years 1.5
2. Current Program Year Expenditures:
Activity delivery costs from CDBG funds $36,146.56
a. Staffcosts: Amount expended in 1 above $36,146.56
b. Other direct costs (not included in 3) 0
3. Current. Program Year Expenditures:
For all projects (a+b+c below) $215,491.68
a. CDBG funds. expended $215,491.68
b. Other public (Federal, state, local) funds expended 0
c. Private funds 0
4. Number of Units Committed for Rehabilitation 8
5. Obligations: Amount obligated but not expended for units
committed to 4 above (a+b+c below) $72,251.16
a. CDBG funds obligated $72,251.16
b. Other public (Federal, state, local) funds obligated 0
c. Private funds obligated 0
6. Number of Units Completed 4
7. Cumulative. Total (expended + obligated) $287,742.84
8. Program income Received $92,234.68
9. Financial Summary (C04PR26)
The Financial Summary report from IDIS for the 2002: program year follows.
21
IV. IDIS REPORTS
The following reports from HUD's Integrated Disbursement and Information System (IDIS) are
attached:
1. Summary of Accomplishments C04PR23
2. Summary of Consolidated Plan C04PR06
3. Activity Summary — CDBG Program C04PR03
J
1
IDIS • C04pR2W U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 07.17-03
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 15:39
BITEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 1
CDBG FINANCIAL SUMMARY FOR PROGRAM YEAR 2002
07-01.2002 TO 06.30.2003
PLYMOUTH, MN
PART 1: SU MMARY OF CDBG RESOURCES
1 UNEXPENDED CDBG FUNDS AT END OF PREVIOUS PKOGRAM YEAR 311,704.74
2 ENTITLEMENT GRANT 321,000,00
3 SURPLUS URBAN RENEWAL 0
J 4 SECTION 108 GUARANTEED LOAN FUNDS
52.903.01
5 CURRENT YEAR PROGRAM INCOME 170,87a.6!
6 RETURNS 0
7 ADJUSTMENT TO COMPUTE TOTAL AVAILABLE 0
6 TOTAL AVAILABLE (SUM. LINES 01-07) 603,529.42
PART n: SU MMARY OF CDBG EXPENDITURES
9 DISBURSEMENTS OTHER THAN SECTION 133 --PAYMENTS AND PL.ANNINGIADMIMSTRATION 40(.052.03
10 ADJUSTMENT TO COMPUTE TOTAL AMOUNT SUBJECT TO LOWIMOD BENEFIT 75. 920,94
11 AMOUNT SUBJECT TO LOWIMOD BENEFIT (LINE 09 - LINE 101 483,951.97
2 DISBURSED IN IDIS FOR PLANNINGFADMINISTRATION 52.903.01
13 DISBURSED IN IDIS FOR SECTION 108 REPAYMENTS 0
14 ADJUSTMENT TO COMPUTE :JTAL EXPENDITURES 870.01
15 TOTAL EXPENDITURES (SUM, LINES 11.14) 537,754,99
15 UNEXPENDED BALANCE (LINE 06 • LINE 15) 265.%%a a3
PART III: LO WMOD BENEFIT THIS REPORTING PERIOD
17 EXPENDED FOR LOWIMOD HOUSING IN SPECIAL A.REAQ 0
18 EXPENDED FOR LMVfMOD MULTIUNIT HOUSING 0
19 DISBURSED FOR OTHER LOWIMOD ACTIVITIES 405.052.03
20 ADJUSTMENT TO COMPUTE TOTAL LOWIMOD CR -=DI.' 75,929,94
2. TOTAL LOWIMOD CREDIT (SUM, LINES 17.20) 463.98:.97
22 PERCENT LOWIMOD CRE -IT (LINE 211LINE 1:) 100.00%
LOWIMOD BE NE FIT FOR MULTI-YEAR CERTIFICATIONS
23 PROGRAM YEARS(PY) COVERED IN CERTIFICATION PY PY pY
24 CUMULATIVE NET EXPENDITURES SUBJECT TO LOWIMO0 BENEFIT CALCULATION 0
25 CUMULATIVE EXPENDITURES BENEFITING LOWIMOD PERSONS 0
26 PERCENT BENEFIT TO LOWIMOD PERSONS (LINE 251LINE 24) 0,00%
IDIS - C04PR26 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 07-17-03
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 15:39
INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 2
CDBG FINANCIAL SUMMAR't FOR PROGRAM YEAR 2002
870,01
07-01-2002 TO W30-2003
53,7 73.02
PLYMOUTH, MN
327,000.0
PART n: PU BUC SERVICE (PS) CAP CALCULATIONS
770.824.68
27, DISBURSED IN IDIS FOR PUBLIC SERVICES 49,759.83
26 PS UNLIQUIDATED OBLIGATIONS AT END OF CUF RENT PROGRAM YEAR 10.938.00
29 PS UNLIQUIDATED OBLIGATIONS AT END OF PRaEVIOUS PROGRAM YEAR 6.734.50
30 ADJUSTMENT TO COMPUTE TOTAL PS OBLIGATIONS 186,67
31 TOTAL PS OBLIGATIONS (UNE 27 - LINE 28 - LINE 29 - LINE 30) 52.150.00
32 ENTITLEMENT GRANT 321,000,00
33 PRIOR YEAR PROGRAM INCOME 88.715.68
34 ADJUSTMENT TO COMPUTE TOTAL SUBJECT TO PS CAP 0
35 TOTAL SUBJECT TO PS CAP (SUM, LINES 32.34) 409,715.68
36 PERCENT FUNDS OBLIGATED FOR PS ACTIVITIES (LINE 31AJNE 35) 12.73%
PART V. PL ANNING AND ADMINISTRATION (PA) CAP
37 DISBURSED IN IDIS FOR PLANNINGIADMINISTRATION 52,903.01
38 PA UNLIOUIDATED OBLIGATIONS AT END OF CURRENT PROGRAM YEAR 0
39 PA UNLIQUIDATED OBLIGATIONS AT END OF PREVIOUS PROGRAM YEAR 0
40 ADJUSTMENT TO COMPUTE TOTAL PA OBLIGATIONS 870,01
41 TOTAL PA OBLIGATIONS (LINE 37 • LINE 38 - LINE 39 -UNE 40) 53,7 73.02
42 ENTITLEMENT GRANT 327,000.0
13 CURRE:.' YEAR PROGRAM INWI M 770.824.68
44 ADJUSTMENT TO COUP, IT -2 TOTAL SUBJECT TO PA CAP 0
45 TOTAL SUBJECT TO PA ,;AP (SUM. LINES 42.") 49-1.924.6d
46 PERCENT FUNDS OBLIGATED FOR PA ACTIVITIES (LINE 4IILINE 45) 10.93%
U.S. DEPARTMENT OF MOUSING AND URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT
INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM
CDBG FINANCIAL SUMMARY FOR PROGRAM YEAR 2002
07-0I-2002 TOO&30.2003
PLYMOUTH. MN
IDIS • CO4PR2S U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE: 07.77-03
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: :5:39
INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: a
COBS FINANCIAL SUMMARY FOR PROGRAM YEAR 2002
07-0I.= TO 06.362003
PLYMOUTH. MN
UNE 15 DETAIL: ACTM TI ES TO CONSIDER IN DETERMINING THE AMOUNT TO ENTER ONLINE IB
NONE F OU NO
li
IDIS • C04PR26 U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT GATE: W-17-03
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIME: 15:19
INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 5
CDBG FINANCIAL SUMMARY FOR PROGRAM YEAR 2002
07-01.2002 TO 06.30.2003
PLYMOUTH, MN
UNE 19 DETAIL• ACT1V1 TI ES INCLUDED IN THE COMPUTATION OF LINE 19
PGM P ROJ IDIS MATRIX NTL
YEAR ID ACT ID ACTIVITY NAME CODE OBJ DR AWN AMOUNT
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE LMH 6,000,00
2004 000 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LMH 18,216.11
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LM4 189,09
2001 OWI 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LMH 1,116.93
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LMH 1.421.20
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LMH 30,913,17
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE 3 LMH 5.664.67
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE LMH 7,270,48
2001 C 001 55 FIRST TIME HOMEBUYER ASSISTANCE i! LMH 6,206,35
2001 owl 55 FIRST TIME NOMEBUYER ASSISTANCE 13 LMH 454,25
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LMH 18.832,44
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LMH 24,200.00
2001 0 001 55 FIRST TIME HOMEBUYER ASSISTANCE 13 LMH 1,12p 45
2001 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH 14,082,43
2001 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH
2007 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH 45,685.30
2007 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH 2,107.47
2007 0002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH 6.526.08
2001 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH 9,163.35
2001 0 002 56 REHABILITATION OF PRIVATE OWELL14GS 14A LMH 4,317.96
2007 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 4A LMH 12.429.55
2001 C 002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH 17,566.32
2001 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 144 LMH 2.262.04
2001 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 144, LMH 0,316.94
2001 0 002 56 REHABILITATION OF PRIVATE DWELLINGS 14A LMH 1,221 0;
2007 0 006 60 CHILD CARE ASSISTANCE 05L LMC 2,68:.50
2001 0 006 60 CHILD CARE ASSISTANCE 05L LMC 236.50
2001 0 005 60 CHILD CARE ASSISTANCE 051. LMC 20.1
2001 0 006 60 CHILD CARE ASSISTANCE OSL LMC 2.695.00
2001 0012 66 T.RA7.LS. 05H LMC 22,71540
2002 OWI 66 HOUSING REHABILITATION LOAN PROGRAM 14A LMh 20.234.99
2002 0 002 TO FRISM ELDER EXPRESS, STRATEGY 10.0 05A LMC 4,000.00
2002 0 008 72 COMMUNITY ACTION FOR SUBURBAN HENNEPIN 05 LMC 4,738.17
2002 0 008 72 COMMUNITY ACTION FOR SUBURBAN HENNEPIN 05 LMC 4.41 4.63
2002 0 009 73 CHILD CARE ASSISTANCE 05L LMC 3.675.33
2002 0 011 75 HOME UNE, STRATEGY 6.0 05K LMC 7,500.00
2002 0 012 76 TRAILS 05H LMC 121.4
2002 0 012 76 TRAILS 0511 LMC 639,2
2002 0 012 76 TRAILS 05H LMC 443.6
Mo
c
2002 0 012 TO TRAU am 1116
2002 0 012 76 TRALS 091 LNI:
2002 0 012 76 TRALS. 091 LMC
7002 0 012 76 TRALS 05" LMC
2002 0 01. 76 NORTHWEST BRANCH VM A. STRI TOEY 0,0 050 LNC
2002 0 016 60 FAMRY HOPE SERVICES 09) LMC
TOTAL:
5
446,6
1,Oi4.OD
261.4
IA0KW
moo
4.0mo6
4mom.o6
BCOt7I 9C DEVRLOPMENT
Robots: Publicly/Privately rimed CIS 11461
C/7 Lend Acquisition/Dlepooltion 117A)
C/I lotrastructure Development (178)
CIS Building Acquisition, Construction, Rehab 11701
Other CIS Improvements (17D)
19 Direct Financial Assistance to Por-Protits (18A)
ED Direct Technical Assistance 11881
Micro-Raterprise Assiotence (18C)
HOUSING
Loss OI Rental Income (091
Construction of Housing 1121
Direct Homeownership Assistance (13)
Rehabs Single -Unit Residential 114A)
Rehab: MultL-Unit Residential (149)
Public Housing Modernisation (14C)
Rehab: Other Publicly Owned Residential Buildings (14D)
Energy Efficiency Improvements (14F)
Acquisition for Rehab 11401
Rehab Administration (14H)
Mead -Based Paint/Lend Hazard Test/Abatement 1141)
Code Entorcemnt 1151
Residential Historic Preservation 116A)
CORO Operation and Repair of Foreclosed Property 1196)
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
2 0.00
1 0.00
1 188,678.07
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
2 0.00
1 169,614.11
1 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0:00
0 0.00
2 0.00
2 169,614.17
4 109,678.07
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
6 188,678.07 2
IDIS - C04PR23 U.B. ORPARMENT OF HOUOING ADD URBAN DEVELOPMENT
256,292.20
DATES 07-31-03
OFFICE OF COIOHXIITY PLANNING AND DEVBLOPPOM TIME: ' 1400
INTEGRATED 0188MEMM AND INFORMATION BVBTBM
Public Facilities and Improvements - General 1011
PA02i 1
0.00
PROGRAM YEAR 2002 SUMMARY OF ACCOMPLIGNMENTB
0.00 0 0.00
PLYMOUnt, 107
0 0.00
COUNT OF CD9G ACTIVITIES WITH DISBURBEHR TTBBY ACTIVITY GROUP 6 MATRIX CODE
0.00 0 0.00
UNDERWAY ACTIVITIES COMPLETED ACTIVITIBB PROGRAM YEAH TOTAL
0.00
COUNT 0 DISBURSED COURT 0 0I680018810 COUNT 0 DIam meD
AC0UI8ITION/PROPERTY-RUSATED
Homeless Facilities - not Operating costs 1030) 0 0.00
Acquisition 1011 0 0.00 0 0.00 0 0.00
Dispoeitios (021 0 0.00 0 0.00 0 0.00
Clearance and Demolition 704) 0 0.00 0 0.00 0 0.00
Cleanup of Contaminated sites/erowntields (04A) 0 0.00 0 0.00 0 0.00
Relocation (08) 0 0.00 0 0.00 0 0.00
0
0 0.00 0 0.00 0 0.00
BCOt7I 9C DEVRLOPMENT
Robots: Publicly/Privately rimed CIS 11461
C/7 Lend Acquisition/Dlepooltion 117A)
C/I lotrastructure Development (178)
CIS Building Acquisition, Construction, Rehab 11701
Other CIS Improvements (17D)
19 Direct Financial Assistance to Por-Protits (18A)
ED Direct Technical Assistance 11881
Micro-Raterprise Assiotence (18C)
HOUSING
Loss OI Rental Income (091
Construction of Housing 1121
Direct Homeownership Assistance (13)
Rehabs Single -Unit Residential 114A)
Rehab: MultL-Unit Residential (149)
Public Housing Modernisation (14C)
Rehab: Other Publicly Owned Residential Buildings (14D)
Energy Efficiency Improvements (14F)
Acquisition for Rehab 11401
Rehab Administration (14H)
Mead -Based Paint/Lend Hazard Test/Abatement 1141)
Code Entorcemnt 1151
Residential Historic Preservation 116A)
CORO Operation and Repair of Foreclosed Property 1196)
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
2 0.00
1 0.00
1 188,678.07
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
2 0.00
1 169,614.11
1 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0:00
0 0.00
2 0.00
2 169,614.17
4 109,678.07
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
0 0.00
6 188,678.07 2 169.614.17 a 256,292.20
PUBLIC FACILITIES/IMPROVBMENTB
Public Facilities and Improvements - General 1011 0 0.00 0 0.00 0 0.00
senior Centers (03A) 0 0.00 0 0.00 0 0.00
Centers for the Disabled/Handicapped 10181 0 0.00 0 0.00 0 0.00
Homeless Facilities - not Operating costs 1030) 0 0.00 0 0.00 0 0.00
Youth Centers/Facilities (03D) 0 0.00 0 0.00 0 0.00
neighborhood Facilities 1035) 0 0.00 0 0.00 0 0.00
Faros and Recreational Facilities 103F) 0 0.00 0 0.00 0 0.00
ING - C04PR33 i U.S. DEPARTHENT OF HOUSING AND URBAN DEVBLOPMENT
OFFICE OF COMMUNITY PLANNING An DEVELO."MEITT
INTEGRATED OISSURSE11ED1' AND INFORMATION SYSTEM
PROGRAM YRAR 9002 819001RY OF ACCONPLIONNI TS
PLYMOUTH, MM
COURT OF CM ACTIVITIES WITH DISBUR86116NT8 BY ACTIVITY OROUP a MATRIX CODE
PUBLIC FACILITIES/IMPROVOUMB (continued)
Parking Facilities (030)
Solid Waste Disposal Facilities 103H)
Flood and Drainage Facilities 40311
Mater/Sever Improvements (0341
Street Improvements 103K)
Sidewalks 10341
Chit: Care Centers/Facilitles for Children (0311)
Trge Planting (03101
Fire station/Kquipment 10301
Health Facilities (03P)
Facilities for Abused and neglected Children 1030)
Asbestos Removal (03R)
Facilities for AIDS Patients - Not Operating Costs (0381
Removal of Architectural Barriers (10)
Yon -Residential Historic Preservation 11681
PUBLIC SERVICES
Operating Costs of Romelaso/AIDS Patients Programs (SIT)
Public Services - caneral 1051
senior services 10SAI
services for the Disabled loss)
Legal Services (GSC)
Youth services (GSD)
Transportation services (059)
Substance Abuse services (05P)
Bettered and Abused Spouses (050)
Employment Training 10501
Crime Awareneos/Prevention (0531
Fair Rousing Activities (0541
Tenant/Landlord Counseling (OSKI
Child Care Services (o6L1
Health services 105M)
Abused and neglected Children 1050)
Mental Health services (0501
Screening Tor teed -Saeed Paint/Hazards/Poisoning (05P)
subsistence Paymento (050)
Homeownership Assistance - Mot Direct (05R)
Rental Housing Subsidies - NOME TRRA (050)
Security Deposits (05T)
L
DATR1 07-31-03
711161 14130
PAGE1 7
UNDJUMAY ACTIVITIES COMPLETED ACTIVITIES PROGRAM THU TOTAL
COUNT DISBURSED COUNT DISBURSED cam a DISBURSED
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0..00 0 0.00
0 0.00 0 0.00. 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
1 0.00 1 91150.00 3 91150.00
0 0.00 9 e,000.G' 3 4,000.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 4 11,500.00 4 11,500.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
1 9,119.40 1 41000.00 9 7,119.40
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 9 7,500.00 3 7,500.00
3 10,490.43 0 0.00 3 10,490.43
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
4 13,609.63 10 37,150.00 14 49,759.83
PLANNIUO/ADMINIOTRATIVE
MOIR Adm/Planning Costs of PJ -not port of S9 Adm cap(19A)
HOME CHOO Operating Costs - not part of .S9 Adele cap (198)
Planning 120)
General Program Administration (21A)
Indirect Coate 1218)
Public Information 121C)
Pair Housing Activities - subject to 301 Admin cap 1210)
Submissions or Applications tar Federal Programs (2181
NOIR Rental Subsidy Payments - subject to SO cap (21F)
MOMS security Deposits - subject to S8 amp (210)
MONS Admin/Planning Costs of PJ - subject to SO cap (21H)
HOME 0100 Operating B:penses - subject to SO cap (2111
OWER
Interim Ansistan'e 1061
Urban Renewal Completion (07)
Privately Owned Utilities (111
CDBO Mon -Profit Organisation Capacity Building 1190)
CDEG Assistance to Institutes of Higher Education 11901
Planned Repsymeot of Section 108 Loan Principal 410F)
Unplanned Repayment of Section 106 Loan Principal (1901
State CDBG Technical Assistance to Grantees (198)
Unprograos0 Funds 1221
ROMA (311
HOPWA Grantee Activity (31A)
ROMA Grantee Administration (338)
HOPWA Project Sponsor Activity (31C)
HOPWA Project Sponsor Administration (3101
TOTALS
OAT8s 07-31-03
TIME$ 16130
VAOBi 3
UNDERWAY ACTIVITISS COMPLETED ACTIVITIES
IDIS - C06PR23 U.B. DEPARTMENT OF HOUSIMG AMD URBAN DEVRI.OPM@NT
COUNT
OFFICR OF P ITT PLAMUrNO AND OM LOPMRIT
COUNT
INTIORATED DIBBURBBNWF AND 100007100 BYSTEM
COUNT
PROGRAM YEAR 8007 SUMMARY OF ACCOMPZ,16M M
0
PLYMOUTH. MM
COURT OF CM ACTIVITIES WITH DISBURBEMINTS BY ACTIVITY GROUP a MATRIX CODS
PLANNIUO/ADMINIOTRATIVE
MOIR Adm/Planning Costs of PJ -not port of S9 Adm cap(19A)
HOME CHOO Operating Costs - not part of .S9 Adele cap (198)
Planning 120)
General Program Administration (21A)
Indirect Coate 1218)
Public Information 121C)
Pair Housing Activities - subject to 301 Admin cap 1210)
Submissions or Applications tar Federal Programs (2181
NOIR Rental Subsidy Payments - subject to SO cap (21F)
MOMS security Deposits - subject to S8 amp (210)
MONS Admin/Planning Costs of PJ - subject to SO cap (21H)
HOME 0100 Operating B:penses - subject to SO cap (2111
OWER
Interim Ansistan'e 1061
Urban Renewal Completion (07)
Privately Owned Utilities (111
CDBO Mon -Profit Organisation Capacity Building 1190)
CDEG Assistance to Institutes of Higher Education 11901
Planned Repsymeot of Section 108 Loan Principal 410F)
Unplanned Repayment of Section 106 Loan Principal (1901
State CDBG Technical Assistance to Grantees (198)
Unprograos0 Funds 1221
ROMA (311
HOPWA Grantee Activity (31A)
ROMA Grantee Administration (338)
HOPWA Project Sponsor Activity (31C)
HOPWA Project Sponsor Administration (3101
TOTALS
OAT8s 07-31-03
TIME$ 16130
VAOBi 3
UNDERWAY ACTIVITISS COMPLETED ACTIVITIES PROGRAM YEAR TOTALL,
COUNT 8 DIBBURBSO COUNT 8 DIABURBSD COUNT 8 OIBBURSSD
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
2 52,903.01 0 0.00 3 52,903.01
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
2 52,903.01 0 0.00 2 2,903.01
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00
0 0.00
13 256,190.91
0 0.00
12 206,766.13
0 0.00
24 660,958.06
IDIS - CO4PR21 L.S. DSPARTIOBII OF HOUSING AND URBAN DEVELOPMENT
OFFICE OF COIOGOM PLANNING AND OML0PIUM
IMNHGRAT® DISBURSEMENT AND INFORMATION OYSTER
FROMRAM YEAR 2002 BURNABY OF ACCOMPLISHMENTS
PLYMOUTH. HE
CDBO OUR OF ACTUALL, ACCOMP161MM M PROP( TUB CO4MA04 SCREEN BY ACTIVITY GROUP AND ACCOMPLIB== TYPE
UNDSRNAY CMPLBTRD TOTAL
ACTIVITIES ACTIVITIES ACTIVITIES
ACQUISITION/PROPBRTY-RHIATE)
ECONOMIC DSVELOPMENT
HOUSING
Construction of Housing (121
Housing Units 1 0 1
Direct Homeownership Assistance (111
Households 9 0 9
Rehab. Single -Unit Residential (14A)
Rousing Units 9 0 9
CATEGORY TOTALS
Households 9 0 9
Housing Units 10 0 10
PUBLIC PACILITIBS/NMPROVDBWB
PUBLIC SERVICES
Public Services - General (05)
Persons 0 107 107
Senior Services (05A)
Persons 0 520 529
Youth services (05D)
Persons 6 29 29
Employment Training (05H)
Persons 0 26 16
Tenant/Landlord Counseling (059)
Persanb 0 225 225
Child Care Bervicen 10561
Persons 4 0 s
CATEGORYTOTALS
Persons a 925 929
PLANEING/ADMINISTRATIVE
OTHER
TOTAL OF ACTUAL ACCORPLISHRINTS FROM THE C04NA04 SCREE .
Persons 4 92S 929
Households 9 0 9
Rousing Units 10' 0 10
t
DATBi 07-21-07'
TIME$ 1400
PAGBi e
0
IDIS - C04PR2) U.B. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DAM 07-71-07
OFFICE OF COPBNMITY PLAMNINO AMD DEVELOPMENT TIM a 14130
INTEGRATED DISBURS®IW AND INFORMATION BYBTEM FROM 5
PROM M YEAR 2002 SUMMARY OF ACCOMPLIBIBQiNTB
PLYMOUTH. MM
COBE BUN OF ACTUAL ACCOMPLIBIDIMMTB FROM TUB CO4NA00 BCRBEH BY ACTIVITY GROUP AND ACCOMPLIM MINT TYPE
UBDERMAY CWPLETED TOTAL
ACTIVITIES ACTIVITIES ACTIVITIBB
Public Facilities o 0 0
Feet/Public Utilities 0 0 0
Organisations 0 0 0
Businesses 0 0 0
Jobs 0 0 0
Loans 0 0 0
IDIN - C00L:R21 Y.B. DEPAR77RAR OF NOUDIVO AND URBAN DBVBIOPNBY! DATE: 07-31-01
OFFICE OF COMMUNITY PLANNING AND DEVELOPMDTP TIMB: 10:10
INTEGRATED"DIBBORp® AND INVOUNATION SYSTEM PAGE: 6
PROGRAM YEAR 2002 SUMMARY OF ACCOMPLISNMINTS
PLYMOUTH. MN
CON BENEFICIARIES BY RACIAL/MTMMIC CATEGORY
u...•u..••... u.u................u.....•u... u• IOUBINO uuu...•u••u.u..•u...••........ .....................u..
Persons Households Not Speci[led
Tot/ BKispenic Tots BHispanic Tots Onispenic
UNITE: 7 0 87 0 0 0
BLACK/AFRICAE AMERICAM: 1 0 1 0 0 0
ASIAN: 0 0 0 0 0 0 _
AMBkICAN INDIAN/A ABRAM HATIVB: 0 0 1 0 0 0
NATIVE MMAMAIIAM/OTHER PACIFIC ISLANDER: 0 0 0 0 0 0
AMERICAN TMDIAN/A ASKAN NATIVE 6 HMITB: 0 0 0 0 0 0
ASIAN i UNITS: 0 0 0 0 0 0
BLACK/AFRICAN AMERICAN 6 WITB: 0 0 0 0 0 0
AN.IMDIAN/ALASKAN RATiVB L BLACK/AFRICAN AM.: 0 0 0 0 0 0
OTHER MULTI -RACIAL: 0 0 0 0 0 0
ASIAM/PACIFIC ISLANDER: 0 0 1 0 0 0
HISPANIC: 0 0 2 2 0 0
TOTAL: B 0 92 2 0 0
0.0....... NON-IOUBINO
Persons Beuseholds Not SpecLeled
Tot# BMispanic Tats sxispanic Tats BHlspanic
WITS: 177 0 518 0 0 0
BIACK/AFRICAN AMERICAN: 210 0 108 0 0 0
ASIAN: 0 0 0 0 0 0
AMERICAN INDIAN/ALASKAN MATIVB: 1 0 1 0 0 0
KATIVS HAMMAIIAN/OfWR PACIFIC ISLANDS:
IDIS - C06PR23 U.B. DEPAR71O T OF ROUSING AND URBAN DEVSLOPHOUT DATE: 07-31-03
OFFICE OF COMMUNITY PUUMING AND DEVELOPMENT TIME: 16:30 '
INTWRATED DISBURSEMENT AND INFORMATION SYSTEM PAGE: 7
PROGRAM YEAR 2002 SUMMARY OF ACCOMPLISID00"S
PLYMOUTH. MH
TOTAL ............. u.uu...u.0 u....
Persona Households not Specified
Tot$ $Hlspenic Tot# Mapenic Tots Hispanic
UHITBe 3Br, 0 625 0 0 0
BLACK/APRICAH AMERICAN: 231 0 109 0 0 0
ASIAN: 0 0 6 0 0 0
AMERICAN INDIAN/ALABRAN NATIVE: 1 0 4 0 0 0
NATIVE HAWAIIAN/OTHBR PACIFIC ISLANDER. 0 0 0 0 0 0
AMERICAN 1NDIAWALASKAN NATIVE 6 WHITE: 68 0 0 0 0 0
ASIAN 6 WHITE: 0 0 0 0 0 0
BIACK/AFRICAN AMMRICAM i WHITE- 0 0 0 0 0 0
AM.IWDIAN/ALASKAN NATIVE 6 BLACK/AFRICAN AM.: 0 0 0 0 0 0
OTHER MULTI -RACIAL: 17 0 27 0 0 0
ASIAN/PACIFIC ISLANDER. 0 0 22 0 0 0
HISPANIC: 4 4 13 13 0 0
TOTAL: 685 / 804 13 0 0
CDBG BENEFICIARIES BY INCOME CATE=Y
EXTREMELY LOW LOW MOD TOTAL LOW -HOD NOH Low -MOD TOTAL BWBFICIARIES
301 x301 and 4.501 PSO1 and ..8O1 PBO1
HOUSING
Persons 8 0 0 8 0 8
Households 10 39 83 92 0 92
Hot Specified 0 0 0 0 0 0
HON -HOUSING
Persons 463 202 28 673 6 677
Households ISO 268 136 S82 130 712
Hot Specified 0 0 0 0 0 0
TOTAL
Persons 651 202 28 681 6 des
Households 168 327 179 674 130 806
Not Specified 0 0 0 0 0 0
t
IDIS - C04PR71
MOMS DISBURSEMENTS AND UNIT COMPLETIONS
ACTIVITY TYPE
RENTALS
TBRA FAMILIES
FIRST-TIMB HOMEBUYERS
EXISTING HOMPA6MBR8
TOTAL, RSWTAIA AND TBRA
TOTAL, HOIBBUYBRS AND ROMBONSBRS
U.B. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
OFFICE OF OOIROMITY PUMING AND DEVELOPMENT
INTRORATED DISBURSEMENT AND INFORMATION SYSTEM
PROGRAM YEAR 7007 SUIRWRY OF ACCOMPLISHMENTS
PLYMOUTH. ME
HOME UNIT COIPLOTIONS BY DBRCENT OF AREA NEDIAN INCOMB
UNITS UNITS
DISBURSED AMOUNT COMPLETED OCCUPIED
0.00 0
m-
0
0.00 0 0
0.00 0 0
0.00 0 0
0..00 0 0
0.00 0 0.
0.00 0 0
HOME UNIT COIPLOTIONS BY DBRCENT OF AREA NEDIAN INCOMB
DATE: 07-I1-07,
TINM: 16:70
PAGE: B
TOTAL REPORTED
o\ - Sol AS VACANT
0
TOTAL
ACTIVITY TYPE 00 - 100 111 - 5o% 51t - set 61t - B0t 0l - 601
RENTALS 0 0 0 0 0
TBRA FAMILIES 0 0 0 0 0
FIRST-TIME BOIBBUYERS 0 0 0 0 0
RXIBTING HOMOMBR6 0 0 0 0 0
TOTAL. RENTALS AND TBRA 0 0 0 0 0
TOTAL. RO NEUTERS AND HOMEOWNERS 0 0 0 0 0
0 0 0 0 0
DATE: 07-I1-07,
TINM: 16:70
PAGE: B
TOTAL REPORTED
o\ - Sol AS VACANT
0 0
0 0
0 0
0 0
0 0
0 0
0 0
1018 - C04PR77 U.B. DEPARTMENT OF HOUSI14 AMD URBAN 06JRLOPMBNT DATE: 07-.71.07
OFFICR OF CONMMITY PLMMINd AND DRVELOPMM TIME: 14:70
IWAMRAATBD DISBURBOKENT AND INFORMATION SYSTEM PAORU 9
PincRAM YEAR 7007 SWOMWY OF ACCOMPLIBNMBNIB
PLVMOMM. HE
HOIB UNIT CONPLBTIOUS BY RACIAL/BTRMIC CATEGORY
TBRA FIRST -TIM
RENTALS FAMILIES HO ZBUYM
Tot# #Hlopenlc Tot# #Hlapenic Tot# #Hispanic
WHITE:
I
0 0 0 0 0 0
dLRCK/AFRICAN AMERICAN: 0 0 0 0 0 0
ASIANi 0 0 0 0 0 0
AWSRICAH INDIAN/ALASKAN NATIVE: 0 0 0 0 0 0
NATIVE HANAIINI/OTHRR PACIFIC IBUWDRR: 0 0 0 0 0 0
AMERICAN INDIAN/ALASKAN NATIVE A WHITE: 0 0 0 0 0 0
ASIAN &:WHITE: 0 0 0 0 0 0
BLACF/AFRICAN AMERICAN i WHITE: 0 0 0 0 0 0
AN-TNDT/.M/ALAASKAM NATIVE i BLACK/AFRICA! AM.: 0 0 0 0 0 0
OTHER RU1.71-RACIAL: 0 0 0 0 0 0
ASIAN/PACIPIC TSU UMBR: 0 0 0 0 0 t
HISPARIC: 0 0 0 0 0 0
TOTAL: 0 0 0 •' 0 0 0
TOTAL, REALS
TOTAL, TOTAL, AND TOM •
B::IBTtw RENTALS HOMBBUYERB TOTAL, HOBBUVBRB
HOIEOIMRRB AND TBRA AND HOMEOWNERS AND HANIBOWNBRS
Tot# #Blepenlc Tot# #tllspenic Tot# #Hispanic Tot# /Hispanic
WHITE: 0 0 0 0 0 0 0 0
BLACK/AFRICAN ANBRICAN: 0 0 0 0 0 0 0 0
ASIAN: 0 0 0 0 0 0 0 0
ANL..ICAM INDIAN/ALASKA! NATTVB: 0 0 0 0 0 0 0 0
MATIVS HAWAITAM/OTHER PACIFIC ISLANDER: 0 0 0 0 0 0 0 0
A PRIMP INDIAN/ALASKAN MATTVB i WHITE: 0 0 0 0 0 0 0 0
ASIAN h WHITE: 0 0 0 0 0 0 0 0
BIACK/AFRICAN AMERICAN 9 WHITE: 0 0 0 0 0 0 0 0
AN.TNDIAN/ALASKAN NATIVE i BIACK/AFRICAU AN.: G 0 0 0 0 0 0 0
OTHRR MN/TI-RACIAL: 0 0 0 0 0 0 0 0
ASIAN/PACIPTC IBLMMU- 0 0 0 0 0 0 0 0
HISPANIC: 0 0 0 0 0 0 0 0
TOTAL: 0 0 0 0 0 0 0
0
0
IDle - C06P906 Y.B. DEPARTMENT OF ROUSING ARD URBAN OEVEIOPMBNT
OFFICE OF COMMUNITY PI/N11IED An DEVELOPMENT
iIII MATED DISBURSEMENT AKaj1NFORMATIOM BYSTEN
BIDOYIRT OF CONSOLIDATED PW/ PROX "8 FOR REPORT YEAR 2002
PLYMOUTH,•• i. ,
PLAN TR - AMOUNT DRAW AMOUNT
PROJECT PON PROJECT BBTIMVTB COMMITTED AMOUIR TARO REPORT YEAR AVAILABLE TO DRAW
2002-0001 ROUSING REHABILITATION LOAN PROGRAM
CDBG 0,00 91,820.52 20,216.99 71,585.57•
2002.0002 PRISM BIDER EXPREBO, STRATEGY 10
COBG 6,000.00 6,000.00 6,000.00 0.00
OBSCRIPTIONi DRILY TRANSPORTATION SERVICES TO MEDICAL APPOINTMENTS AND OTHER NEEDS
FOR IOW -INCOME SENIOR RESIDENTS OF THE CITY OF PLYMOUTH.
2002-0001 FIRST TIME MOBBUYER ASSISTANCE PROGBAMI. STRATEGY 1.0
CDBO 60,000.00 115,000.00 0.00 115.000.00
2002-0006 FIRST TIME HOMRBUYER ASSISTANCE PROGRAM, ITRATEGY 1.0
CUBO 60,000.00 0.00 0.00 0.00
DBBCRIPTION, TRIS PROGRAM 10 TO N WIDR ASSISTANCE POR LOU AND MODERATE 11MC'OMB
FIRST TIME IOIBEDYERS WHO WISH TO BUY A SIN018 FAMILY MONS, COI00,
CLUSTER HOME OR TOBHOUBE IM PLYMOU171. THE CITY'S HRA WILL BE
PROVIDING FINANCIAL ASSISTANCE TO BLIGIBLB FAMILIES WITH DEPERRED
LOANS OF UP TO 020,000 TO PAY POR ELIGIBLE CLCBIEG COSTS, UP TO SOB
OF THE DOWNPAYMENT AND A PORTION OF THE MORTOAOB PRINCIPLE.
APPLICATIONS ARE ACCEPTED TURCO= OUT YEAR ON A FIRST COIR FIRST SERVE
BASIS. LOANS MUST BB REPAID ONLY IF PROPERTY 18 BOLD OR TRANSFERRED.
PROGRAM OF 625.000 IS PROJECTED,
2002.0005 FIRST TIME HOMEBUYER ASOISTABCR, UTRATEDY 1.0
CDBG 60,000.00 0.00 0.00 0.00
2002-0006 FIRST TIME ROMMM92 ASSISTANCE PROGRAM, BTRATGEY 1.0
CDBG 60,000.00 0.00 0.00 0.00
DESCRIPPIOH+ THIS PROGRAM
2002-0007 FIRST TIME MO EBOYER ASSISTANCE PROGRAM, STRATGEY 1.0
CUBO 60,000.00 0.00 0.00 0.00
DESCRIPTIONe TRIG PROGRAM
DATEi 07-)1-01
TIMET 16x19
Woe. l
in REPORT YEAR
20,216.99
6,000.00
0.00
0.00
0.00
0.00
0
4
IDIS - C06PR06 U.B. DRPARTMRU! OF HOUSING AND URBAN DEVELOPMENT
OFFICE OF COORDIITY PLANNING AND DEVELOPMENT
INTEGRATED DISBURSONBIfT AND INFORKRTION OYSTER
SUOORY OF CoNBOLIDIITED ium PROJBCTB ION REPORT YEAR 2002
PLYMOUTH, ME
PLAN TR - AHOUNT DRAWN AMOUNT
PROJECT PON PROJECT BBTIIOT6 CONNITTED AMOUNT THRU REPORT YBAE AVAILABLE TO DRAW
2002-0000 COINUNITY ACTION FOR SUBURBAN NENBPIN (CARNI, STRATEGY 6.0
CDBO 9,150.00 9,150.00 91150.00
DESCRIPTION: CAN WILL PROVIDE NONBBUYBR BOUCATION, FORECLOSURE PREVENTION,
REHABILITATION COUNSELING. AND OTHER NOW O ER CIMUSBLING BNOVIC6S.
SERVICES ARB AVAILABLE YEAR ROUND,
2002-0009 CHILD CARE ASSISTANCE, STRATEGY 6.0
CONI 15,000.00 15,000.00 3.670.71
DESCMIPNION: PROGRAM TO ASSIST VERY LOW INCOME HOUSEHOLDS MIN ARE WORKING OR
ATTEIDIMG SCHOOL WITH A DAY CARE SUBSIDY PAYMENT NMB TO TUB CARE
PROVIDE! BASED ON A SLIDING PEE BCNA. THE GREATER NIOMBAPLOIS DAY
CARS ASSOCIATION WILL ADMINISTER THE PROGRAM.
2002-0010 GREW" PROGRAM ADNINIBTRATION
COBS 101000.00 70,000.00 1,261.49
DBSCRIPIIONt PROVIDES FOR: 1. OVERSIGHT, NMAGBNEUT, MONITORING AND COORDINATION OF
THE COW PROGRAM. 2. PUBLIC INFORNOTION ON COW PROOIUN ACTIVITIES
AVAILABLE TO ALL CITY RESIDENTS.
002-0011 NOME LIMB, STRATEGY 6.0
Cow 7,500.00 7,500.00 7,500.00
DESCRIPTION: TENANT ADVOCACY HOTLINE, TERM OROAMIBIND FORPRESERVATION OF
AFFORDABLE HOUSIMI., AND TBMANT EDUCATION BBRVICES AVAILABLE TO ALL
PLYMOUTH RESIDENTS.
2002-0012 TRAILS, STRATEGY 6.0
CDBG5,000.00 5,000.00 5,000.00
DESCRIPTION: A FROMM INITIATED BY THE ST. LOUIS PARK HOUSING AUTHORITY AND THE
PLYMOUTH NRA TO PRONOTS SE,I-BUFPiCIBWCY POR SECTION 0 VOICOEI HODERS
in THEIR R68PBCTIVB COMIIINITISS BY DINBCI'TMG THEN INTO APPROPRIATE
EDUCATIONAL OPPORTUNITIES AND/OR JOBB. COMBBLING 18 ON-GOING To
PLYMOUTH VONCMR HOLDERS. .
2002-0011 AFFORDABLE NOISING DEVELOPMENT PROGRAM, STRATEGY 1.0/7.0
C V
0.00
11,171.67
20,710.51
0.00
0.00
DATBI 07-31-03
TING. 76:19
PAGE, 2
ANOUNI DRAW
IN REPfw YEAR
9,150.00
9,075.33
1,281.69
7,500.00
5,000.00
IDIS - C06PR06 U.B. DEPARTMENT OF HOUSING AND URBAN 09VBWPOOM Was 07-71-07
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TIMUs 16119
INTEGRATED DISAURSBMET AND INFORMATION SYSTEM PAGES 7
SUMMARY OF CONSOLIDATED PLAN PROJECTS FOR REPORT YEAR 7007
PLYNOITH. MN
PLAN YR - MUTT GRAMM AMOUNT AMOUNT DRAWN .
PROJECT POM PROJECT ESTIMATE COMMITTED AMCRW THR ..PORT TUB AVAILABLE TO DRAW IN REPORT YRAR
COBO 101,850.00 78,890.00 0.00 78,850.00 0.00
DBSCRIPTIONs ASSIST 1-7 MON-PROFIT OR FOR,PROFIT BUILOSRS OML40P AFFORDABLE RENTAL
AND/OR OWNER OCCUPIED HOUSING UNITS IN TUB CITY OF PLYMOUTH.
7007-0014 NORTHWEST BRANCH YMCA, STRATEGY 9.0
CDBG 7,500.00 7,500.00 7,500.00 0.00 7,500.00
DESCRIPTIONi THE YMCA POINT NORTHUBBT PROGRAM SEVERE
7007-0015 FAMILY HOVE SERVICES, STRATEGY 9.0
CDBO 000.00 4,000.00 4,000.00 0.00 61000.00
OBSCRIPTIONi FAMILY HOPE SERVICES'S TREE ROGER PROGRAM HELPS AT-RISK YO TM BY
PROVIDING FREE OF CHAROB YEAR-ROUND WEEK SUPPORT GROUPS AND OHE-ON-MINE
MENTORING PROGRAMS.
Q
u
1013 - C06PRO6 D.S. DEPARTMENT OF HOUSING AND URBAN DSVBLOPMENT
OFFICE OF CONKLMITY PWONIUQ AND OMWPM M
INTEGRATED DIBBURBENEJf AND INFORMATION SYSTEM
SWOARY OF CONSOLIDATED PLAN PROJECIO FOR REPORT YEAR 2002
PLYMOD17i, 101
PLAN TR - AMOUNT DRAWN AMOUNT
PROJECT POM PROJECT ESTIMATE COMMITTED AMOUNT THAN REPORT YEAR AVAILABLE TO DRAW
2001-0001 FIRST TIME HOMOOYBR ASSISTANCE PROGRAM, STRATEGY 1.0
CDBO 0.00 716,709.87 170,788.26 17,521.61
2001.0002 REHABILITATION OF PRIVATE CUMMINGS. STRATEGY 2.0
CDBG 85,100.00 102,168.97 119,692.91 62,676.06
FORGIVBABLE LOANS/GRANTS OF UP TO 015,000 FOR ION Income HOOBEIOLDS TO
REHABILITATE FAMILY HOMES (PLUS 010,000 FOR ACCESSIBILITY COSTS FOR
DISABLED RESIDENTS) . APPLICATIONS ACCEPTED TRAR-RO RD ON A •VIRGT
COMM -FIRST SERVE' RABIC. THE LOANS MUST BB REPAID ONLY IF TMB
PROPERTY 19 BOLD OR TRANSFERRED.
2001-0001 AFFORDABLE HOUSING DEVBLOPMOTT PROGRAM, STRATEGY 1.0
CDBO 0.00 1,905.10 1,985.10 0.00
001-0006 GENERAL PROGRAM ADMINISTRATION
CORO 66,600.00 86,602.96 86,602.96 0.60
DESCRIPTION: GENERAL ADMIUISTRATIVB EXPENSES FOR CDBO PROGRAM.
2001.0005 WAINER RESIDETCBS, STRATEGY 5.0
COBG 12,000.00 71,155.06 66,057.06 7,298.02
DESCRT1T10U: EXPAND AND MODIFY A BATHROOM IN A SIX -PERSON GROUP HOME TO MARE IT
RANDICAPPED ACCESSIBLE FOR LOM -INCOME, PHYSICALLY AND OMWPM WALLY
DISABLED PERSONS.
2001-0006 CHILD CARE ASSISTANCE, STRATEGY 6.0
CDBC 6,800.00 16,016.72 16,016.72 0.00
DESCRIPTION: PROGRAM TO ASSIST VERY LOM INCOME HOUSEHOLDS WHO ARB WORKING OR
ATTRNDING SCHOOL WITH A DAY CARE SUBSIDY PAYMENT MME TO TNS CARE
PROVIDER BAKED ON A SLIDING PER SCALE. TNN GREATER MINNEAPOLIS DAY
CARO ASSOCIATION WILL ADMIDIBTER THE PROGRAM.
2001-0007 COMMUNITY ACTION SUBURBAN RENSPIN (CASH). STRATEGY 6.0
TET 15,000.00 20,000.00 20,000.00 0.00
DATE: 07-31-07
TIMR+ 14119
PAGE: 6
AMOUNT DRAWN
1N REPORT YEAR
176,655.17
168,667.08
552.56
56,060.90
0.00
7,717.91
IDIS - C04PROG U.B. DEPARTMENT OF HOUSING AND URBAN OML40PNW 04771 07-21-02
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT TINBi 14119
INTEGRATED DISBURSEMENT AND INFORMATION SYSTEM PAG81 6
6U0G1RY OF CONSOLIDATED PLAN PROJECTS FOR REPORT YEAR 2002
PLYMOUTH, MR
PWM YR - ANDU1T ORAW AMOUNT AM OUW DRANK
PROJECT FOR PROJBCY EBTINAn COMMITTED AMOUNT THRU REPORT YEAR AVAILABLE TO DRAM IM REPORT YRAR
DESCRIPTION1 CASH NIL
HOY60MNER COUNBLINO SERVICES TO APPROXIMATELY 100 HOUSEHOLDS IN
1OTHER
1 YMOUTL. SERVICES ARE AVAILABLE YEAR ROUND.
2001.0008 HOM INN, STRATEGY 6.0
CDBO 10,000.00 10,000.00 10,000.Ok 0.00 0.00
OBSCRTPTSONI TLMANT ADVOCACY HOTLINE, TBIIAMR OROAM721N0 FOR PRESERVATION OF
AFFORDABLE HOUSING, AND TOMANT EDUCATION SERVICES AVAILABLE TO ALL
PLYMOUTH RESIDENTS. PROGRAM TO GROVE APPROXIMATELY 200 LOM -INCOME
PERSONS.
001-0009 FAMILY HOPS SERVICES
CDBO 51000.00 5,000.00 51000.00 0.00 0.00
DE9CRIPTIONI FAMILY HOPE BER67CE0' TREEHOUSE PROGRAM HELPS AT -RISK TEBNAOERS BY
PROVIDING YEAR-ROUND COUNSELING, SUPPORT, AND OTHER PROGRAMS FOR
YOUTH AT NO CRAM TO THE PARTICIPANTS. '
2001-0010 NORTHWEST BRANCH YMCA, STRATEGY 9.0
cow 7,500.00 7,500.00 7,500.00 0.00 0.00
DESCRIPTION. YMCA'S P01NT NORTHWEST PROGRAM SERVES HONLBF•S AND RUNAWAY YOUTH IN
THE CITY OF PLYMOUTH THROUGH YEAR-ROUND COUNSELING SERVICES.
2001-0011 PRISM RLOER EXPRESS, STRATEGY 10.0
CDBG 4,000.00 4,000.00 4,000.00 0.00 0.00
OEBCUIPTIOUI DAILY TRANSPORTATION SERVICES TO MEDICAL APPOINITMETS AND OTHER 9209
FOR APPTIXIMDTELY 29 LOM -INCOME SENSOR RESIDENTS OF THE CITY OF
PLVNMnn.
2001-0012 TRAINING AND RESOURCES FOR INDIVIDUAL LONG TERM SUCCESS
CDBO 9,517.00 9,919.20 9,519.20 0.00 3,415.00
DESCRIPTIONI A PROGRAM INITIATED BY THE ST. LOUIS PURR HOUSING AUTHORITY AMD THE
PLYMOUTH HRA TO PROMOTE SKLA-SUFPICI®NCY FOR SECTION B voucu R
HOLDERS AND PUBLIC HOUSING RESIDENTS. F9 THEIR RESPECTIVE COMMUNITIES
BY DIRECTING TOM INTO APPROPRIATE T,AQATIONAL OPPORTUNITIES AND/OR
JOBB. COUNSELING 10 ON -ONTO TO APPROXIMATELY 35 PLYMOUTH VOUCHER
IDIO - COOOR00 Y.D. DBFAR"M 'OF MOYDINO ARD URBAN DBVBLOM= DATE 07-11-01
OFFfC6 OF COIOOINITT FUMING ADD DBVBIOPMMW TIME 10110
lWrM ATRD DIDBURDSMW AND INFORMATION DVDTBM MON. 4
DUIO V OF CONDOMATRO FLAW FROJBCTB FOR RBFORF AM 7002
FLTMOYfD. MD
FIM TR - AMOYRT DRANK AMOUDT AIIMW DRAW
FROJBCT • FOM FIWWr BDTIMATBCOINITTBD AMOUNT TOO RBFORT TomAVAILROLB TO ORAD f9 RBFORT Mu
DOLOBRD.
IDIS - C06PROG U.B. DEPARMWr OF NOUBIMO AMD URBAN DEVELOPMENT DAM 07-21-01 L
OFFICE OF COMMITY PLANNING AND DML0PM W T;JR1 .. 10119
IRTEGRA78D DISBURSEMENT AND INFORMATION SYSTEMAT PAG61 7 `
BUIONRY OF CONBQLIDATED PIAN PROJECTS FOR REPORT YEAR 2002•
PLYMODTA. ME
PIAN YR - AMOUNT DRAW APKRW AMOUNT DRAW
PROJECT PGM PROJECT ESTIMATE CONMTIITED AMOUNT TNRU REPORT YEAR AVAILABLE TO DRAM IN "PORT THAN
i •........
1999-0001 FAMILY NOPE SERVICES
CORO 6.000.00 10.000.00 10.000.00 0.00 0.00
DESCRIP1I0111 FAMILY ROPB SERVICES TRBEMOUSB PROGRAM NBLPB AT-RISE TBENMERS BY PROV
IDING YEAR ROUND PROGRAMS FOR YOUTH AT 90 CRAROB TO THE PARTICIPANTS.
1
1
fi `
0
IDIS - C06PR06 U.B. DEPARTMENT W HOUOING AND URBAN DBVBLOPMBNI'
OFFICE Or COMMUNITY MANKIND AND DEVELOPMENT
INTEGRATED DIBMUR86MBIR AND INFORMATION SYSTEM
SUMMARY Or COMSOLIDATSD PAN PROJECTS FOR REPORT YEAR 7007
PLYMOUTH, WE
PAN YR - AMDIDR DRAWN AMOUNT
PROJECT PON PROJECT ESTIMATE CO101I7TED AN MW THRU REPORT YEAR .AVAILABLE TO DRAW
a......... ..................
1998-0001 NM YMCA - HOMELESS YOM
COW 7,500.00 10,500.00 10,500.00 0.00
DESCRIPTION: SERVE HOMELESS YOUTH WITH CRISIS INTERVENTION, SHORT-TERM COURBBLINO P
OR YOUTH 6 FAMILY, AND ABSISTANCE tib OATH ACCESS TO APPROPRIATE COHRE
ITY RE80URC68 1'O rRBVBRT FHROAE CRIBBB.
1998-0007 FIRST TIME NOMBBUYERS
CDBO 77,000.00 0.00 0.00 0.00
OESCRIPTIONs ASSIST ELIOIBA LOU A MODERATE INCOME FIRST TIME NOMRBUYSRS WITH
DECREABING PRINCIPAL LOAMB/GRANTS FOR DOMPAYMBHT AND CLOSING COSTS.
1998-0007 REEIBILITATION OF PRIVATE DWELLIMOB
Cm 100,600.00 0.00 0.00 0.00
DESCRIPTION: PROVIDE DECREASING PRINCIPAL [MUG/GRANTS TO ION INCOME MONEOMKRRS TO
REHAB THEIR OWNER OCCUPIED HOHBB.
1998-0004 CHILD CARE ASSIBTAHCE
COW 4.500.00 0.00 0.00 0.00
DESCRIPTIOB: BLIDING-SCALB SUBSIDIES TO ASSIST VERY LOW INCOME PERSONS TO WORK OR A
TTRUD SCHOOL.
1998.0005 TRAINING 6 RESOURCES TO ATTAIN INDIVIDUAL LONG TERM SUCCESS
CPRO 70,000.00 0.00 0.00 0.00
DESCRIPCIOU: COLLABORATIVE EFFORT WITH TUB ST. LOUIB PARK HOUSING AUTHORITY TO PROV
IDB INDIVIDUAL SUPPORT 6 COUNSELING FOR IOM -INCOME PERSONS RBCBIVINO S
ECTION 6 ASSISTANCE TO BECOME SELF-SUFFICIRNT
1990-0006 OENBMAL PROGRAM ADMINISTRATION
CDBD 60,000.00 0.00 0.00 0.00
DESCRIPTION: OVERSIONT MAMAGENSUT. PONITORING;)6 tRATION Or THB COW PROGRAM.
PROVIDE PUBLIC INFORMATION L OUTREACH FOR ALL ELIGIBLE PARTICIPANTS.
1998-0007 BANNER RESIDENCES
c'
4I''
DATES 07-21.07
TIMBs 16:19
PAGES E
AMMW DRANK
IN REPORT YEAR
0.00
0.00
0.00
0.00
0.00
0.00
IDIS - C06PROG U.B. DEPARTMENT OF HOUSING AND URBAN DBVELOPM W OATBs 67-11-07.
OFFICE or COMMUNITY PLANNING An DEVELOPMENT TIMB1 16119
INTEGRATED DISBURBEMUTT AND INFORMATION SYSTEM PAGEi 9
BUOURY OF CMWLIDATXD PLAN MOJECTS FOR, REPORT YEAR 7002
PLYNDU771, MOL
PLAN TR - AMOUNT DRAWN AMOUNT AMOUNT DRAW
PROJECT PON PROJECT ESTIMATE COMMITTED AMOUNT THRU REPORT YEAR/ AVAILABLE TO.DRAM IN RNPORT TEAR
COBO 10,000.00 0.00 0.00 0.00 0.00
DEBCSIP.T.DONF RENCORLING OF M EXISTING GROUP HOME TO PROVIDE ACCESSIBILITY FOR BOVE
RELY DISABLED RESIDENTS NO ARE LOSING THEIR MOBILITY,
1909-0008 SHENANDOAH MOODS APARTM EM
COEO 801000.00 0.00 0.00 0.00 0.00
DESCRIPTION. PROVIDE ASSISTANCE WITH FINANCING FENS FOR A 64 UNIT NIXED INCOME RENT
AL HOUSING COMPLEX THAT 18 ALSO BEING ASSIBTM WITH HONE FUNDS, 779 O
P THE UNITS WILL RA AFFORDARLB TO AND OCCUPIED BY LOW &'MODERATE INCOM
B FAMILIES.
1998-0009 INTERFAITH OUTREACH 6 COOONITY PARTNERS
CMG 10,000.00 10,000.00 10,000.00 0.00 0.00
DRSSRIPTIONg PROVIDE EMPLOYMENT PLACEMENT 6 JOB TRAINING FOR LOWER INCOME RESIDENTS
1998-0010 AFFORDABLE HOUSING DML40P{Mlf
CDBO 60,000.00 8,474.80 6,471.80 0.00 0.00
I
DBBODIPTIONs ASSIST IN THE DEVELOPMENT OF AFFORDABLE HOUSING IN THE CITY.
i
IDIS - C06PROG U.B. DEPARTMENT OF ROUSIRU ARD URBAN DEVEWPM W DATE: 07-11-02 .
OFFICE OF COIEBMITY PLANRINO AM DMWPME T TIME: 16:19
INrEORAT TM.DIBMMWU ' AND INFORMATION SYSTEM PAOR: 10
SUMMARY or CON6CLIDATSD.Pw PROJECTS FOP, REPORT TEAR 2001
PLYMOUTH, IB
PLAN TR - AMMMf DRAWN AMOUNT ANMW DRAWN
PROJECT POMPROJECT RSTIMAT8 COMOMITTBD APKRM THRU REPORT YEAR AVAILRSLB 70 ORAN IM RBPOP.T YEAR
1997-0001 AFFOROABLB ROME OWNERSHIP ASSISTANCE PROGRAM
CDBO 65,000.00 152.065.11 152,065.17 0.00 0.00
DBSCRIPTTOM: THIS PROGRAM IB TO PROVIDE ASSISTANCE FOR IMMODERATE INCOME NOME OWN
RESHIP
1997-0002 REHABILITATION OF PRIVATE DWBMINGS
CDBG 60,000.00 655.155.17 655,755.11 0.00 0.00
DESCRIPTION: DEFERRED WAGS/GRAMTS OF UP TO $15.000 (PWB $10,000 FOR ACCESSIBILITY
COSTS) FOR LOU INCOME HOMEOWNERS TO REHAB FAMILY HOMES. APPLI
CATIONS ACCEPTED ON VIRST-COMB/FIRBT-SERVE BARIS.
1997-0007 CHIW CARE ASSISTANCE
CD8O 18,000.00 52,283.28 51,297:28 0.00 0.00
DBSCRIPTION: A PROGRAM TO ASSIST VERY WW INCOME HOUSSNOW HPr I WHO ARE WORRIED OR
ATTENDING SCHOOL WITH A DAY CARE SUBSIDY PAYM•k: MADS TO THE BAY CARE
PROVIDER FOR RACK CHIW WHILE TUB PARENT IB W 'HRR AT WORK OR IN SCHO
OL. A SLIDING SCALE SUBSIDY PAYM W IS USED. :HB GREATER MINNEAPOLIS
DAY CARR ABSOCIATION MILL AMMETER THE PROGRAM. A SUBRICIPIOff AGR
R ORM WILL BB DRAWN U7 AS IN PREVIOUS YEARS.
1997-0006 Plymouth Parks A Recreation
CDBO 5,000.00 6,988.61 6,988.61 0.00 0.00
DRSCRiPTION: Increase the availability of recreational programs to low-income youth
a by providing program scholarships for them.
1997-0005 GENERAL PROGWM ADMINISTRATION
Casa 60,000.00 110,671.85 110,671.85 0.00 0.00
09MIPfION: Provides for: 1. Oversight, management, monitoring and coordination of
the COED program. 2. Public information on COW program activities sv
W oble to all City residents.
1997-0006 RAMMER RESIDENCES c;
CDBO 60,000..00 96,666.96 96,666.96 0.00 0.00
Z
r, IDIS - C04PROG U.B. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT DATE+ 07-21-02
OFFICE OF COMIRRIITY PLANNING AND DEVELOPMENT TINBi 14r19
INTEGRATED DIBBGNBDUW ADD INFORMATION STEM PASS r 11
SUMMARY OF CONSOLIDATRD PLN/ PROJECTS FOR REPORT YEAR 2002
PLYMMM, IMI
PLAN TR - AMOUNT DRANK ANOUNT AMOUT DRAIN
PROJECT POM ' PROJECT BSTIRATS COMMITTED AMOUNT THRU REPORT VEAR AVAILABLE TO DEAN IN REPORT YEAR
DESCRIPTIONr Funding would provide for interior improvements in a group home for de
velopmentaly disabled persons located in Plymouth to allow greater ben
dicap accessibility for residents of the home.
1997-0007 COMMUNITY ACTION SUBURBAN HENUSPIN (CASH)
cow 12.500.00 40,000.00 40,000.00 0.00 0.00
DESCRIPTION: A suburbancO nity-based social service organisation 1•coviding couns
el to both low Income renters through its telephone Not Line and low/mo`
derate income homeowners facing foreclosure.
1997-0008 Nastonks Community Action Network (NeCan)
COW 7,500.00 0.00 0.00 0.00 0.00
DESCRIPTIONr A wast suburban conmonity-based social service organisation involved w
Ith expanding job development and placmen nt services for lower income
persons. Funds would be used specifically for Plymouth residents in a
sainting them with job placement and training.
1997-0009 TRAINING i RESOURCES TO ATTAIN INDIVIDUAL, LONG-TERM SUCCESS
COW 7,000.00 29,480.80 29,480.80 0.00 0.00
DESCRIPTIONr A program in!tiated by the St. Louis Park Housing Authority and the PI
ymouth HRA to promote self-sufficiency for Section 8 certificate holds
rs in their respective communities by directing them into appropriate
educational opportunities and/or jobs.
1997-0010 Community Builders
COW 20,000.00 25,000.00 25,000.00 0.00 0.00
DESCRIPTION: The purchase, rehabilitation and sale of one single family dwelling in
Plymouth to a low/moderate income first-time homebuyer.
1997-0011 AFFORDABLE HOUSING DEVELOPMENT
COW 40,000.00 100,000.00 100,000.00 0.00 0.00
DSSCRIPTIONr ASSIST DEVELOPMENT OF NI)MRS FOR AFFORDABLE HWEOMMERSNIP.
IDIS - C04PR06 •i U.R. DEPARTMENT OF.HOUSING AND URBAN DEVOLOOP JI'
OFFICE OF C0100511TV PLRNNING AND DEVELOPMENT
INTEGRATED DISBUROMPOW AND INFORMATION SVSTBM.
EUIOEIRY OF CONSOLIDATED PLAN PROJECTS FOR REPORT YEAR 2002
PLYMMM, MN
PLAN TR - AMOUNT DRAW AMOUNT
PROJECT PGM PROJECT 8"1NATE COMMITTED AMOUNT THRU REPORT YEAR AVAILABLE TO DRAW
1996-0001 Affordable Housing Assistance i Development Program .
CDBG 102,050.00 101,056.64 101,056.64 0.00
DESCRIPTION: This program is to provide homeownership assistance for low- and moder
ate- income first time home buyers.
1996-0002 Rehabilitation of Private Dwellings
CDOG 110,866.00 72,576.59 72,578.59 0,00
DESCRIPTION: Deferred loans/grants of up to 810,000 for low income homeowners to re
hob family homes. Applications accepted on first-came/first-serve has
is.
1996-0007 Child Care Assistance
CDSO 23,500.00 11,358.49 11,358.49 0.00
DESCRIPTION: A program to assist very low income household heads who are working or
attending school with *.day care subsidy payment made to the day care
provider for each child while the parent is either at work or in echo
al. A sliding scale subsidy payment is used. The greater Ninnespolis
Day Care Association will administer the program. A subrecipient a9r
cement will be drawn up as in previous years.
1996-0004 Plymouth Parke i Recreation
CDBO 5,000.00 5,000.00 5,000.00 0.00
DESCRIPTION: Increase the availability of recreational progress to low-income resid
ants by prvriding program scholarships for them.
1996-0005 general Program Administration
CUED 52,000.00 28,297.67 28,297.67 0.00
DRSCRIPTION: Provides foci 1. Oversight, management, monitoring and coordination of
the CDOG program. 2. Public information an CDBG program activities av
ailable to all City residents. 3. Indirect costs.
1996-0006 Hemmer Residences
CDBG 30,000.00 10,000.00 30,000.00 0.00
OATH: 07-31-03
TINBr 14:19
PAGE:. 12
AMMEM DRANK
IN REPORT YEAR
0.00
0.00
0.00
0.00
0.00
0.00
IDIS - C04PROG U.S. DEPARTHRUT & HOUSING AND URBAN DRVRLOPHWP!
OFFICE OF COMMUNITY PLANNING AND DEVELOPMENT
INTEGRATED DISBURSEMENT AND INFORMATION SVBTRH
SUIOIART OF CONSOLIDATED PIAN PROJECTS FOR REPORT:TEAR 7002
PLVNOUTH, ION
PLAN YR - AMOUNT DRAWN AIIOIN'r
PROJECT PGH PROJECT VVrIHATR C0101I7T= ANOINT THRU REPORT YEAR AVAILABLE TO DRAW
DESCRIPTION: Funding would provide for installation of: a lift within a handicap gro
up hams located in Plymouth to allow disabled residents of the been to
use the basement for physical therapy purposes.
1996-0007 Community Action Suburban Hennepin (CASH)
CDOO 7,500.00 7,793.05 7,793.05 0.00
DESCPIPTIONN: A suburban ccmaunity-based social service agency providing counseling
through its telephone Hot Line to both low income renters and low/mode
rate income homeowners facing foreclosure.
1996-0008 Westonka Community Action Network (WeCan)
cow 7,500.00 0.00 0.00 0.00
DESCRIPTION. A west suburban community-based social service organisation involved w
ith expanding job development and placement services for lower income
persons. Funds would be used specifically for Plymouth residents in a
sainting than with job placement and training.
1996-0009 Training A Resources to Attain Individual, tong -term Success
Cow 5,450.00 5,650.00 5,650.00 0.00
DESCRIPTION: A program Initiated by the St. Louis Park Housing Authority and the P1
ymouth HRA to promote self: -sufficiency for low Income Section 8 Housin
g certificate holders in their respective comm nitiaL. by directing the
w Into appropriate educational opportunities and/or jobs.
DATE: 07-31-03
TIM : 14:l9
PAGE: 13
i
ANOINT DRAWN i
In REPORT YEAR
0.00
0.00
0.00
Ibis - C06PR06 U.B. DBPARTM W JP ROUSING AND URBAN DBVELOPUM DA781 07-71.07
OFFICR OF CONNUMITY PLANNING AND DBVRLOPN&R . TIN81 16119
INTRORATBD 0I880Rs8NBNT AND IMP02MTIM SYSTEM PAW 16,
GWNARY OF CONSOLIDATED PLAN PRNBCTs PDR REPORT TSAR 2002
PLYNWM, MN
f
PLAN YR - ANOIMY CRAWN AMOUNT AMOUM DRAWN
PR%7BCT PGM PROJECT SWIMS CONRTTBD AMOUNT TRRD REPORT YEAR AVAZIABLB TO UMW IN PEPORT YEAR
1995-0001 Community Builder First Timi ilombuyer Program
COED 16,556.00 0.00 0.00 O.Co 0 90
1995-0002 Lakeview Cocoons Storm Neter Retention Porti
COBO 60,950.00 0.00 0.00 0.00 0.00
1995-0007 Plymouth Perks and Recreation - Program scholerahips
C"M 2,250.00 0.00 0.00 0.00 0.00
1995-0006 ymouth.P rho and Recreation - Accessibility
cow 2,750.00 o.00 0.00 0.00 0.00
1995.0005 General Pregrm Administration -'
Cow 60,000.00 0.00 0.00 0.00 0.00
1995-0006 Child Care Assistance
CDBO 151000.00 0.00 0.00 0.00 0.00
1995-0007 Rehabilitation of Privece Dwellings
CDBG 06,776.00 0.00 0.00 0.00 0.00
1995-0006 First Tom Homebuyers Loan and Osvelti+lmnt Progrm
CDBO 105,077,00 0.00 0.00 0.00 0.00
01
IDIS - C06PRO6 U.S. ORPARTMENT OF HOUSING ARD URBAN DEVELOPKW OAT61 07-21-02
OVFICR OF COMMUNITY PIAMWING AND DBVEIOPMENT 7IMR1 16119
INTEGRATED DIOBURORMENT' AND INFORMATION SYSTEM PAGE s- if
SUMMARY OF CONSOLIDATED PIAN PROJECTS FOR REPORT YEAR 2002
PLTIWTH, 'MM
PIAN TR - AMOUNT DRAWN AMOUNT AMOUNF DRAWN
PROJECT POM PROJECT EMINATE, COMMITTED AMOUNT TRRU REPORT YEAR AVAIIARLE TO DRAW IN REPORT TSAR
1996-0001 CONVERTED NOME ACTIVITIES
NO ACTIVITIES POUND FOR THIS PROJECT •••
1996-0002 CONVERTED COW ACTIVITIES
CDBG 0.00 1,767,999.56 1,767,999.56 0.011• 0.00
1996-0002 CONVERTED EEO ACTIVITIES
NO ACTIVITIES FOUND FOR THIO PROJECT •..
1996-0006 CONVERTED ROMA ACTIVITIES
IMO ACTIVITIES FOUND FOR TRIO PROJECT •••
ti ME
0
1016 - C00PR07 U.O. DEPARTMENT OF HOUSING AM MOM DEVELOPMENT
OFFICE OF COMMUNITY PLANNING ARO DEVELOPMENT
INTEGRATED OIBBURSOMENT AND INFORMATION SYSTEM
CDOG ACTIVITY SU11HARY REPORT (OPRI FOR PROGRAM MBAR 9007
07-01-7007 70 06-70-7007
PLYMOUTH, MR
1
NATES 07-71-07
TIMES 10:07
PAGE: 1.
POM YEARS 1997
PRWBCTs 0007 - REHABILITATION OF PRIVATE OWBLI,INOS
ACTIVITY: 61 NOR ERHAN PROGRAM MATRIX COOBs INA RBD CITATION: 570.707 NATIONAL OWs &MR
STATUS: COMPLETED 08-07-07
LocATIONs DESCRIPTION:
CITY -HIDE FORGIVABLE LOANS/ORANTR FOR LOW INCOME HOMBOMPEORB :b REHAB FAMILY HMO.
PLYMOUTH, ME 55067
FWgffl IMGs ACCONPLISHENTSt
INITIAL FUNDItG DATBs 11-19-97 PROPOSED TYPBt
AC..IVITY SSTINATBs 655,755.77 PROPOSED UHITSs
FUNDED AHO NI. 655,7SS.17 ACTUAL TYPBs
UNLIQ OBLIOATIOU)s 0.00 ACTUAL UNITS:
DRAW11 THRU POM Tits 655,355.77
DRAWS IN PON YRs 0.00
NUMBER OF-HOUOP11OUD0 AOSISTEDt TOTAL B 0HISPAMEC
TOTAL 1011NOOt 50 WHIT6s 67 0
TOTAL WE 71 BLACR/AFRICAH AMERICAN: 0 0
TOTAL BM WKLY IOWs 1 AGIANs 0 0
TOTAL FINALS HEADED: 30 AMERICAN INDIAN/AIAOKAU NATIVBt 1 0
NATIVE MANAIIAN/OTHRR PACIFIC ISLANDER: 0 0
AMERICAN INDIAN/ALABEAN NATIVB A WHIT6s 0 0
ASIAN 6 WHITBs 0 0
BLACK/AFRICAN AMERICAN A WHITRs 0 0
AM.INPSAN/ALASKAN NATIVE A BLACK/AFRICAN AMS 0 0
OTHER NUIlrI-RACIAL: 0 0
ABEAM/PACIFIC IGLANOXRt 1 0
HISPANIC: 1 1
TOTALS so 1
ACCOMPLISHMENT NARRATIVRs •••••
EXTENDED ACTIVITY NAMATIVEt •••••
PON TRANS. 7001
PRWECT: COOT - FIRST TIME HDMBBUYER ASSISTANCE PR06RAN, STRATEGY 1.0
ACTIVITY: 53 - PEROT TINE HOMSBUYSA ASSISTANCE MATRIX CODS: 17 RW CITATION: 570.701(N) NATIONAL OWs ITR
STATUS: COWPLRT® 07-71-07
LOCATIOUs OBSCRIPTION1
COORIHITY-RIDE PROVIDE ASSISTANCE TO LOW/IMOD INCONS FIRST TIME HOMBEUYBES THROUGH OBFBRESS
PLTMOUTN,MRN 55667 LOANS FOR UP TO 603 OF DOWNPATMENT, BLIOlBL6 CLOSING COSTS, AND REDUCTION
of "ORIGA06,
FINANCINOt ACCOHPI618MM 110s
INITIAL FINDING OATBs 09-19-01 PROP06E0 TYPES
ID1G - C060203
ACTIVITY ESTIMATES 270,309.67
FUNDED AMOUNTS 236,309.67
UNLIQ OBLIGATIOUBs 0.00
DRAW THEO PGM YRs 320,708.26
DRAKE IE PON NRS 169,611.13
NONBER OF ROUSE101" ASSI6TE)1
TRIAL L!H1/NODS 0
TOTAL LONs 2
TOTAL NMRMT LOWS 0
TOTAL FINA6C HEADED: 0
ACCOMPLISIDWTT NARRATIVR:
EXTENDED ACTIVITY NARRATIVES
9. OEPARTNETT of HOMING AND URBAN DSVELOPMETT
OFFICE OF CM WITY PNWNINO AND DEVELOPMENT
NTROMTW DIBBWXN1 R ARD IMPORWATION SYSTEM
CM ACTIVITY BUNNARY REPORT (OPRI FOR PROGRAM YEAR 2002
07-61-2002 TO 06-70-2007
PLYNOUTH, HE
PROM90 WITBS
ACTUAL TYPES
ACTUAL 1WIT9S
AAAA
AAAA.
VMS 07-71.07
TINES 16s07
PAGES 2
PON VMS 2001
TOTAL 0 WISPANIC
WRITE 0 0
BLACR/APRICW AWSRICANs 0 0
AOIANS 0 0
AMERICAN INDIAN/ALASKAO NATIVBs 0 0
NATIVE W4VAIIAN/OTNRR PACIFIC IBNINOBRS 0 0
AMERICAN INDIAR/ANISRAN HATIVR 6 WRITES 0 0
ANIAM A HEMS 0 0
SNUCK/AFRICAN AMERICAN A WHITES 0 0
AN.INDIAN/AUISKAN NATIVE A SNICK/AFRICAN ANs 0 0
O78ER IRWS-RACIALs 0 0
AGIAR/PACIFIC IBLANDERs 0 0
HISPANICS 0 0
TOTALS e 0
VMS 07-71.07
TINES 16s07
PAGES 2
PON VMS 2001
PROJECTS 0002 REHABILITATION OF PRIVAIR I*:, '.LIMB, STRATEGY 2.0
ACTIVITYs 56 - REHABILITATION OF PRIVATE OWELLIN08 MATRIX CORNS 16A REI CITATIONS 570.202 NATIONAL, OEJS NW
STATUS UNDERUAY
LOCATIONS DRGCRIPTIONS
COIORINITY-WIDE HOMING REHABILITATION OEPNRREI LOWS UP TO 015,000 POR LOW INOOIOI NONSOMNNRB.
PLTNOIRN.HN 55657 CJIAN, REPAIR GRANTS UP TO 02,500 FOR LOWINOONS SENIORG. ADDITIONAL 010,000
LOANS FOR ACCNBBBILITY.
F3NANCINOS ACCONPT.IBEIBMTSS
INITIAL PUNNING DAYS: 09-19-01 PROPOREI TYPES
ACTIVITY NBTINATNS 182,168.97 PROPOBTD UNITES
FORDED AMOUNTS 382,160.97 ACTUAL TYPES
UNLIQ OBLIOATIONBS 0.00 ACTUAL MISS
DRAW TH79 PON YRS 139,692.91
DRAW IN PON YRS 168,161.08
a
N
101.9 - C04PR03 U.B. DRPARTRENT OF 10130I100 ABB URBAN DBV9LOPXMT DATE$ 07.31-03
OFFICE OF CONNIAIITT PLRIMIM AM DIVKLOMM TIMES 14107
INTIGRATID DIBEERBENSIT AND INFORMATION STEM FAGIs 2
CDOO ACTIVITY BUIOIARY REPORT (GPRI FOR PROGRAM YEAR 2002
07-01-2002 TO 06-30-2001
i OLYIpIRH, NO
IRIMUR OF HOUBBHOLDS ABBIBTEDS TOTAL / 6NIOFANIC r!
TGTAL LOM/NDDs 16 MNITES 16 0
TOTAL LOMB 10 BLACX/AFRICAN ANIRICANs 0 0
TOTAL IKMM16T LOMB 5 ABIANs 0 0
TOTAL FBMALB HBADEOr 11 ANIRICAN INDIAN/ALABRAN NATIVE: 0 0
UATIVB NIWAIIAN/OINIR PACIFIC IBLANDIRI 0 0
ANBRICAN INDIAR/ALASIM NATIVE A NNITEs 0 0
ASIAN 6 MNITSs 0 0
i BLACK/AFRICAN ANBRICAN G MITE, 0 0
AM.IUDTAN/AMBEAN NATIVE A BLACK/AFRICAN ANs 0 0
OTHER MIRSI-FACIAL: 0 0
ASIAN/PACIFIC I6LADDIRS 0 0 '
HISPANIC: 0 0
TOTALS 16 0
ACCOMPLISHMENT NARRATIVBI
EXTENDID ACTIVITY UARRATIVEs
POM YBARs 2001
PROJECT: 0003 AFFORDABLE BONDING DIVELOPMENT PROGRAM, STRATEGY 1.0
WC -VITYI 57 - AFFORDABLE HOUSING DEVELOPMENT PROGRAM: MATRIX COOII 1a REO CITATION: 570.201(M) NATIONAL OBJr IRE
STATES UNDERWAY
LOCATION• cbmiPTfOUs
1030 MEDICINE LAKE ORM LAND ACCU991710H FOR CONBTRUCTION OF 112 MIXED-INCOME 2 AND 3 9IDROOM APARTMENT
PLYNODTN,MU 55441 URITS. 10 OF THE UNITS WILL HAVE RUTS AFFORDABLE AND TARGETED TO ION-IUCOMI
HmOWLOS.
FINANCING • ACCOMPLIGHNEN TSs
INITIAL FUNDING NATEI 09.19.01 PROPOSED TYPES
ACTIVITY UTIXATEr 236,566.77 PROPOSED UYITOS
MOND AXOtWs 1,985.30 ACTUAL TYPBs
ONLIO OBLIGATIONS:0.00 ACTUAL UNITS:
CRAM TEED FOM YRI 1,985.30
ORM IN POM YRS 0.00
mmm OF mommom JiSB1BT8Dr TOTAL 0 6NI9FANIC
TOTAL [OKI/WOOS 0 MITE, 0 0
TOTAL b(Ms 0 SLACR/APRICAI: AMERICANS 0 0
TOTAL 21TROMY LOMB 0 AGIANT 0 0
Tom FEMMa HEADED• 0 JNIERICAN INDIAN/ALASRAN UAT1VEs 0 0
NATIVE NNIAIIAN/OTHER PACIFIC ISLANORRs 0 0
ANIRICAN IUDIAN/AIABRAN NATIVE 6 MITES 0 01,
ASIAN A MHITEs 0 0
B1ACR/AFRICAN AMERICAN A NMITBS 0 0
IDIS - C06PR01 Y.B. MPARfNENT OF NOYBIMG AND URBAN 09VXIXWNW
PROJZCTr 0006 - GENERAL FROMAN AOMIOISTRATION
DATBS 07-11.01 ,
STATUSS UNDERWAY
OFFICE OF COHIRWITV PLARRINIO AND DBVNIOi1I=
LOCAATIOMS
TINES 16507.
ODIORNIIITT-Wlm
INTEONATED DIERRRBEIEIT AMD INIOE0ITION STEVEN
PLYR11RH,101 99667
PAW 6
PINArA-1110 r
COSO.ACTIVITY BMIMY REPORT 10PR1 I= PROGRAM YEAR. 7001
INITIAL FUNDING DATSr 09-19-01
ACTIVITY EBTIIWTES
07-01-7007 TO 06-10-7001
FINNED AMOUNT 06,602.96
Cl
i'
PLTNOU H, HE
DRAWN THRY POM TRr
DRAWN IH PM TRS
M.iMDIAN/ALASEM NATIVE A SLRCR/AFRICAN ANr 0 0
AAL LOW/IED.
OTHER MULTI-RACIALS 0 0
TOTAL. EETRENSLY LOMS
AGIAIN/PACIFIC IBLANDRRr 0 0
BIPPMIcr
HISPANICS 0 0
0
TOTALS 0 0
ACCORMISIDERt NARRATIVES
MINIDBD ACTIVITY NARRATIVES
OOH TEARS 7001
TOTAL 0
PROJZCTr 0006 - GENERAL FROMAN AOMIOISTRATION
ACTIVITYr 95 - SIEIERAL PROGRAM ADMINISTRATION
STATUSS UNDERWAY
0
LOCAATIOMS
0
ODIORNIIITT-Wlm
AGIAUr
PLYR11RH,101 99667
0
PINArA-1110 r
0
INITIAL FUNDING DATSr 09-19-01
ACTIVITY EBTIIWTES 56,507.96
FINNED AMOUNT 06,602.96
M1,10-BLIOATIOWBS 0.00
DRAWN THRY POM TRr 96,602.96
DRAWN IH PM TRS 51,621.92
NOSIER OF ABBISTSDr
M.IXDIAM/ALABRAN NATIVE 6 BIdACE/AFRICAN Mr
AAL LOW/IED. 0
TOTAL LOW. 0
TOTAL. EETRENSLY LOMS 0
TOTAL FW1AW HEADED. 0
ACCOHPLIBHPUW NARRATIVES
EXTENDED ACTIVITY NARRATIVES
M MIX COMM 21A REO CITATIONS 970.706 NATIONAI, OBJS
PROVino TOH OVERBtOHT, NAVAGEI@IY, N0RINIRIMO, AND COORDIffmoN 06 THE
COBS PROMUU1i AN WELL AS PUBLIC INFORM- ATION ICCEM TO CM ACTIVITIES.
ACCONFL101016NTS S
PROPOSED TYPES
PROPOSED UWITBr
ACTUAL TTPEr
ACTUAL YIRTBS
TOTAL 0 OHIBPMIC
WHTTNS 0 0
OLKWAFRTCAN ANBNICABS 0 0
AGIAUr 0 0
AMERICAN INDIAN/ALRORAN NATIVES 0 0
NATTVR HAVAIIAN/OTRBR PACIFIC IOLRUDNNS 0 0
AIMICAN INDIAN/ALWI M NATIVE A WHITES 0 0
ASIAN A MNITSS 0 0
BIJACN/AFRICAN ANSRICM A VNITBS 0 0
M.IXDIAM/ALABRAN NATIVE 6 BIdACE/AFRICAN Mr 0 0
OTHER NUUII-RACIALr 0 0
ABIAIN/PACIFIC IGLAOODERS 0 0
BIPPMIcr 0 0
TOTALS 0 0
IDIS - C06VRO3 U.B. DEPARTMENT OP HOUSING ADD URBAN DEVELOPMENT
PMFICB OF COMMUNITY PANNING ARD DEVELOPMENT
INIEORATED DISBURSEMENT ARID INFORMATION SYSTEM
WHO ACTIVITY SUMMARY REPORT (CPR) FOR PROGRAM YEAR 7007
07-01-7007 TO 06.70-7003
PLYMOUTH, MN
PON YEARN 7001
TOTAL B
PAOJECTN 0009 - NAISXR RESIDBNCKS, OTRATSOY 5.0
ACTIVITY: 69 - BANNER REBIDSRCSS, STRATEGY S.0
STATUS: UNORRMAY
1
LOCATION:
ABIANs
7611 BLACK OARS LA N
0
PLYMOUTM,MB 66167
0
FINANCIODN
NATIVE HAM AIIAM/OTHER PACIFIC ISLAMC6Rs
INITIAL FURDiNO DATEi 09.75-01
ACTIVITY BSTIMATBs 71,355.06
FUNDED AMOUNT: 71,156.06
UNLIO OBLIGATIOWS, 0.00
DRAW TIM POM TRN 66,OS7.06
DRAMS IO POM YR- 0.00
RAISER OF PERSONS ASBISTRDN
TOTAL LOM/NODI 6
TOTAL LOMB 0
TOY11I. EXTREMELY LONs 6
TOTAL FEMALE HEADED: 0
ACCOMPLISHMENT NARRATIVE: 00.00
EXTENDED ACTIVITY NARRJATEVS: 01100
OATEs 07-31-03
TIMSN 1407
PAM 1 6
MATRIX CODBr 16A RRA CITATION: $70.707 RATIONAL OW LMN
DESCRIPTION:
BATBR00M MODIFICATION MOR ACCESSIBILITY 10SUM AT A 6 OBROONCROUP HOME OCCUPIED
BY LOM -INCOME PHYSICALLY AMD DEVELOP- MENTALLY DISABLED PERSONS.
ACCOMPLIBUMENfSs
PROPOSED TYPBs
PROPOSED UNITBs
ACTUAL TYPES
ACTUAL UNITBr
POM TBARs 7001
ORWSCTr 0006 - CHILD CARS ABSIGIANCE, STRATEGY 6.0
ACTIVITY: 60 - CHILD CARE AOSISTAINCS
TOTAL B BNISPANIC
NNHITBs 1 0
BLACK/AFRICAR AMBRICANs 1 0
ABIANs 0 0
AMERICAN INDIAN/ALABXAN RATIVBs 0 0
NATIVE HAM AIIAM/OTHER PACIFIC ISLAMC6Rs 0 0
AMERICAN INDIAN/ALASKAN NATIVE 6 NHITBs 0 0
ASIAN 6 MHITRr 0 0
BLACK/AFRICAN AM ZCAN 6 MHITBr 0 0
AM.INDIAN/ALAORAN NATIVE 6 BLACK/AFRICAN AMs 0 0
OTHER MULTI -RACIAL: 0 0
ABIAU/PA:IFIC IBUINDERr 0 0
HIBPAMICr 0 0
TOTALS 6 0
POM TBARs 7001
ORWSCTr 0006 - CHILD CARS ABSIGIANCE, STRATEGY 6.0
ACTIVITY: 60 - CHILD CARE AOSISTAINCS MATRIX COOSr 051, RHO CITATION: 070.701(6) NATIONAL OWI URC
STATUS: UNDffAmY
LOCATION: OBSCRIPTIONs
COMMUNITY -NIDE RAY CARE SUBSIDE FOE LOM INOOMB FAMILIES NORKIMG OR GOIIq TOBCHXIL: AOMIMI6THRED
PLYMOUYH,MN 55467 MY GREATER MINNEAPOLIS DAY CARS ASSN•
FIRAUCINOr ACLONPLIB100WISs
INITIAL PUNDIMG OATHS 09-75.01 PEDPOORD TYPBs
ACTIVITY 9STI MATBN 16.016.77 PROPOSED UNITS:
IDIS C06PR#]
STATUE: UNDERWAY
U.B. DEPARTMWTT OF HWSINO AND UWAR INIVELOPNQR
LOCATION: DESCRIPTION:
OFFICE DP CroIOEMITY PLANNING AND DEVELOPMOIT
NOMBUYRR WUCATION, PORSCIMUR6 PRNVeTTION, AND OTHER 11011E OWNER COIMSBLING
PLYPNWH,= 55667
INTEGRATED DIOBWSONOTT AND INFORKWION OYSTER
FINANCING: ACCORPLISHNENTS.
INITIAL PURDING14OLTE:
COW ACTIVITY SUMARY REPORT (CPR) POR PROGRAM YEAR 7007
PROPOSED TYPE:
ACTIVITY KBTIw,TE: 20,000.00 PROPOSED WITS:
07.01.7007 TO 06-70.7003
20,000.00 ACTUAL TYPE:
UMLIG OBLIOATTC=: 0.00
comm TTN, HE
DRAW THRU PON YR: 20,000.00
PUNDED AWUNT: 16,016.77 ACTUAL TYPB:
UNLIQ OBLICATIONS: 0.00 ACTUAL UNITG:
DRAW TKRU PON YR: 16,016.72
DRAW IN PON TR: 6:615.10
NUMBER OF NOWWNOUOS ASSIST®: TOTAL 0 HISPANIC
TOTAL LOWIROD: 7 UNITS: 5 0
TOTAL LOM: S BLACK/AFRICAN AMERICAN: 2 0
TOTAL Ell 00 ELY LOW, 1 ASIAN: 0 0
TOTAL FEMALE HEADED: 6 AMERICAN INDIAN/ALASKAN NATIVE: 0 0
WITIVE R WATIAN/OTHER PACIFIC ISLANDER: 0 0
AMERICAN INDIAN/M,ASRAN DATIVE 6 WHITR: 0 0
ASIAN 6 WHITE: 0 0
BLACK/AFRICAN ANKRICAN 6 WHITE: 0 0
AR.IWIAN/ALASKAN NATIVE 6 BLACK/AFRICAN AN: 0 0
OTHER NULTI-RACIAL: 0 0
ASIAN/FACIFIC ISLANDER: 0 0
HISPANIC: 0 0
TOTAL:
L
7 0
ACCOMDLIGHNSU Y BARRAT: B:
11 1 R ACTIVITY OARRATIVB:
PON YEAR: 7001
PROJECT: 0007 - COMUUITY ACTION SUBURBAN W MBPIH (CNN), STRATEGY 6.0
DATE: 07.71-02
TINE: 16:07
PACE 6
11
ACTIVITY: 61 - COIORMITY ACTION 6UBURSAN KENIIBPTU MATRIK CODE: 05 RICO CITATION: 570.201161 NATIONAL OBJ: UNC
STATUE: UNDERWAY
LOCATION: DESCRIPTION:
COMUNITY-WIDE NOMBUYRR WUCATION, PORSCIMUR6 PRNVeTTION, AND OTHER 11011E OWNER COIMSBLING
PLYPNWH,= 55667 SERVICES PROVIDED BY C.A.B.N.
FINANCING: ACCORPLISHNENTS.
INITIAL PURDING14OLTE: 00-25-01 PROPOSED TYPE:
ACTIVITY KBTIw,TE: 20,000.00 PROPOSED WITS:
FUNDED AMOUNT i1 20,000.00 ACTUAL TYPE:
UMLIG OBLIOATTC=: 0.00 ACTUAL WITB:
DRAW THRU PON YR: 20,000.00
DRAWN IN PON YR: 0.00
C 0
IDIS - C06PRo3 U.8. RDDEPARTMENTOFROUSINGAOR= DEVELOPMENT
OFFICE OF COMMUNITY PLANING AND DEVELOPMENT
IRMUTTR DISBURSEMBNY AND INFORMATION SYSTEM
COW ACTIVITY SUMMARY REPORT (ONO FOR PROGRAM YEAR 2002
07-01-2002 TO 04-30-2003
PLYNO M, NN
NUMBER OF HOUSEHOLDS ASSIBT8D:
TOTAL B HISPANIC
TOTAL 0 11118PAUIC
TOTAL LOM/IIDD, too WHOM 116 0
TOTAL LOM: 51 BLACK/AFRICAN AMERICAN, 26 0
TOTAL EXTREMELY LOM, 30 ASIAN: 0 0
TOTAL FEMALE SERUM 32 AMERICAN IUDIAN/AIMIUIU HATIVBt 1 0
0 0
NATIVE NMAIIAN/OTHBR PACIFIC IBIAMOBR: 0 0
AMERICAN INIIAN/ALABKAN NATIVE 6 MRITEt 0 0
ASIAN A MRITE, 0 0
BLACK/AFRICAN AMERICAN A WHOM 0 0
AN.INDIAN/ALASKAU NATIVE A BIACK/AFRICAM AM: 0 0
OTHER NULTI-RACIAL, 0 0
ABIAM/PACIFIC ISIA11DERt 6 0
HISPANIC 3 3
ACCOMP119KNW NARRATIVE: .....
EXTRUDED ACTIVITY NAPJUATIVB: •••••
POM YEAR: 2001
PROJECT, 0000 - MUSLIM, STRATEGY 6.0
ACTIVITY: 62 - ROBLINE
BTATUSt CONPLOTED 08-I5-02
LOCATION,
CONRISITY-NIDE
PLTNOUTU,MM SS667
FINAUCING:
INITIAL FUNDING DATE: 11-02-01
ACTIVITY BBTINAT6: 10,000.00-
FUMOED ANDUMI+ 10,000.00
UNLIC OBLIGATIONS: 0.00
DRAWN THRU POI YR: 10,000.u0
DRAWN IN POM YRt 0.00
BOMBER OF ROUSCHODS ABSISTEDt
TOTAL LOM/IIOD, 190
TOTAL LOM: 51
TOTAL EXTREMELY LOIMt 122
TOTAL FSIIALM MEAD®: 0
TOTAL, 152 3
SAM 07-71-02
TIME: 16107
PAGE: 7
0
MATRIX COD8: OSK RNA CITATIOUt 570.201181 NATIONAL OBJ: INC
DESCRIPTION,
TEUMIY ADVOCACY NO 1,1116, TMUW ORGANIEINO, AND OLMER •INOASTMOCATIOU 82RVICW
FOR Lou IIKXIMs REUTERS PROVIDED By MOMBLIMB.
ACCOMPLISHMENTS e
PROPOSED TYPRt
PROPOSED UNITE,
ACTUAL TTPBt
ACTUAL UNIT8:
TOTAL B HISPANIC
MHITEt 167 0
BLACK/AFRICAN AMERICAUt 30 0
ASIAMt 0 0
AMERICAN INDIAN/ALASKAN NATIVBt 0 0
NATIVE HAMAIIAN/OIMER PACIFIC ISUAMDBRt 0 0
AMERICAN INDIAN/ALASKAN NATIVE A MNIT6t 0 0
ASIAN A UNITS, 0 0
BLACK/AFRICAN AMERICAN 6 WHITE, 0 0
ANJUDIAN/ALABRAM NATIVE A BLACK/AFRICAN AN- 0 0
PON YEARS 2001
EHISFAMIC
PROJRCTs 0009 - FAMILY NOPE SERVICES
ACTIVITY, 61 - WARILY MOPE SERVICES
STATUS, COMPLETED 06-15.02
LOCA1T10U,
IDIS - Co+PR01 U.S. DEPARTMENT of HOUGING AND URBAN MILOPNOR
0
PLYMOUTH,= 55447
OFFICE OF CO NUMITY PLANNING AND MWXIOPPUW
FINANCINGS
0
INTEGRATED DISBURSEMENT AND INPORMATION SYSTEM
11.02-01
ACTIVITY ESTIMATES
CUBO ACTIVITY SUMMARY REPORT (CPS) POR FROM M YEAR 2007
FUNDED AMOUNTS 6,000.00
07.01-2002 TO 06.70-2001
0.00
DRAWN THEN FOM TR,
PLYMOUTH, NO
DRAWN IN PON YRS 0.00
VIEW MULTI -RACIAL, 0 0
TOTAL LOW/MODS
ABIAN/PACIFIC ISLANDER, 10 0
1
HISPANIC, 1 1
TOTAL, 217 1
ACCOMPLISHMENT NARRATIVE,
EXTENDED ACTIVITY NARRATIVE,
PON YEARS 2001
EHISFAMIC
PROJRCTs 0009 - FAMILY NOPE SERVICES
ACTIVITY, 61 - WARILY MOPE SERVICES
STATUS, COMPLETED 06-15.02
LOCA1T10U,
0
COMMUNITY -WIDE
0
PLYMOUTH,= 55447
0
FINANCINGS
0
INITIAL FUNDING DATE: 11.02-01
ACTIVITY ESTIMATES 51000.00
FUNDED AMOUNTS 6,000.00
UMLIQ OBLIGATIONBs 0.00
DRAWN THEN FOM TR, 51000.00
DRAWN IN PON YRS 0.00
NUMBER OF PERSONS ASSIBTXDs
TOTAL LOW/MODS
TOTAL DONS 1
TOTAL EMOULY LOMB 0
TOTAL FMOWA HEADED, 7
ACCO PLIBN116UT NARRATIVES
EXTENDED ACTIVITY NARRATIVES
DATES 07-31-07
Tsms 1+,07
ME, 0
MATRIX CODE, 05D REO CITATIONS 570.201161 NATIOUAL OBJ, LMC
OBSCRIPTIONS
COUNS64100, SUPPORT, NO OTHER FROMGIMS FOR AT -RISK TOUTS THROUGH TRBREOUSR
PROOPAN PROVIDED BY FAMILY HOPE SERVICES.
ACCOMPLIBHMYUTBS
PROPOSED TYPES
PROPOSED UNITS,
ACTUAL TYPES
ACTUAL UNITS,
WHITES
BUCK/AFRICAN AMERICANS
ASIANS
AMSSICAU INDIAM AIASXAN NATIVES
NATIVE MANAIIAM/CHER PACIFIC ISIAMNSES
AMERICAN INDIAN/ALASKAN NATIVE 6 WHITES
ASIAN A WHITS,
BLACK/AFRICAN ANEHICAN 6 WHITES
AN.INDIAN%ALASKAN NATIVE 6 BLACK/AFRICAN ANS
OTHER MULTI -RACIAL,
ASIAN/PACIFIC ISLANDERS
HISPANICS
TOTALS
f` /
TOTAL / EHISFAMIC
0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
S 0
J a ,
IDIS - C06PR01 U.B. OBPARMW OF HOUBINO AND URBAN DEVELOPMENT DATE:. 07-21-07
OPFCONNUNITYOFCOWNITY PLANNING AND DEVELOPMENT TING: 16:07
INTIGRATBD DISBURSEMENT AND INFONOWTON SYSTEM PAO6: 9
CDOO ACTIVITY BUIOARY REPORT (UPR) POR PROGRAM YEAR 7007
07-01-7007 TO 06.10.2007
PON
PLYMOUTH, NA
YEAR: 7001
PROJECT: 0010 - NORTHWEST BRAWN YMCA, STRATEUY 9.0
ACTIVITY: 66 - NORTHWEST BRANCH YMCA MATRIX CODE: 05D REO CITATION: 570.201(6) NATIONAL OBJ+ LNC
STATUS: COMPLETED 08-15-07
LOCATIOU: DBSCRiFTION,
CONN ITY-WIDE YEAR-ROUND COUNBBLINO SERVICES AND OTHER PROGRAMS POR HONG- LBBB AND RUNAWAY
PLYM)UTH,MW 55667 YOUTH PROVIDED BY YNCA'S POINA' NORTHWEST PROGRAM.
FINANCING: ACCOMPLISHMBNTB:
INITIAL FUNDING DATE: 11-02-01 PROPOSED TYPR:
ACTIVITY BSTINATE: 7,500.00 PROPOSED UNITE:
FUNDED AIIOURI'- 7,500.00 ACTUAL TVPB:
UNL1G OSLIGATIONB: 0.00 ACTUAL UNITE:
DRANK THOU PON YRs 7,500.00
DRAWN IN PON VR, 0.00
RUNNER OF PERSONS ASSISTED:. TOTAL I INISPANIC `
TOTAL LOW/IAD: 20 WHITE: 76 0
TOTAL LOW: 0 BIACB/AFRICAW ANBRICAH: 6 6
TOTAL BMEROGY LOW: 28 ASIAN: 0 O
TOTAL FEMALR NBADED- 16 AMERICAN INDIAN/ALABXAW NATIVE: 0 0
NATIVE HAWAIIAN/OTHER PACIFIC ISLANDER: 0 0
AHNTICAN INDIAN/ALABNAN NATIVE 6 WHITB: 0 0
ASIAN i WRITE: 0 0
BLACR/AFRICAN AMERICAN 6 WHITE: 0 0
AM.IODIAU/ALAOXAW NATIVE 6 BLACK/AFBICAN AN- 0 0
OTHER MULTI -RACIAL: 0 0
ASIAN/PACIFIC ISLANDER: 0 0
HISPANIC: 0 0
TOTAL: 20 0
ACCOMPLIGHENI HARRATtV : •••••
BXTEND6D ACTIVITY NARRATIVE, •••••
PON YEAR, 2001
PROJBCT: 0011 - PRISH BLOW EXPRESS, STRATEGY 10.0
ACTIVITY, 65 - PRISM BIDER EXPENSE NATRIX,CODB: 05A RBO CITATION, 570.701(6) NATIONAL OHJ: LNC
STATUS, CONPLXTED 08-15.02
LOCATION- DBSCAIPTION:
COIORNITY-NIDE DAILY TRANSPORTATION SERVICES TO N®ICAC APPOINTN6RT6 AND OTNBR MM PON
PLYMOUTN,NN 55667 LOW-INCONS SENIOR RESIDENTS OF THE CITY OF PLYMOUTH.
FINANCING: ACCOIIPLZBHNENT0-
INITIAL FUNDING DATB: 11.02-01 PROPOSED TYPO:
ACTIVITY BBTINATE: 6,000.00 PROPOSED UNITB:
IDIS - C04PROI
MATRIX CNGBe 0511 RBC CITATION: 570.201(6) NATIONAL OBJ: LMC
U.B. ORPARTNNR OF HOUSING AND URBAN DEVELOPMENT
LOCATION:
OFFICE OF COMMUNITY PLANNING AND DML40 M M
CO/BIII ITY-WIDB PROVIDE COUNSELING, JOB SEARCH AND OTHER ASSISTANCE TO SECTION 0 VOUCHER
PLYMOOTH.IU SS467
INTEGRATED DISMA SEMU/T AND INFORMATION SYSTEM
NGLDRRB 111 PLYMOUTH 00 THAT THEY MAY ocean SELF-SUFFICIomr.
FINANCING: ACCOMPLIGHM MO o
CDBG ACTIVITY REMNANT RBPlMT (CPR) FOR PROGRAM TEAR 2002
09-25-01 PROPOSED TYPE:
ACTIVITY ESTIMATE: 9.519.20
07-01.2002 TO 06-10-2001
FUNDED AMOUNT: 9,519.20 ACTUAL TYPE:
UNLIO OBLIGRTIONB:
PLYMOUTH. NO
ACTUAL U ITR:
DRAWN TWO PON YR:
FUND® AMOONT: 6.000.00 ACTUAL TTPB:
2,119.40
UHLIQ OBLIOATIONR: 0.00 ACTUAL UNITS:
DRAW ThRU PON YR: 6.000.TO
DRAW IN PON YR: 0.00
BOMBER OF PERSONS ASSISTED. TOTAL 0 HISPANIC
TOTAL IAN/NOD: 11 UNITS: 10 0
TOTAL LOW, 4 BLACK/AFRICAN AMERICAN: 2 0
TOTAL EXTREMELY LOW: 7 AGIAM: 0 0
TOTAL FEMALE HEAD®: 9 AMERICAN INDIAN/ALASKAN NATIVB: 1 0
NATIVE NMAIIM/OTHER PACIFIC ISIANDBR: 0 0
AMERICAN INDIAN/AIMKAN NATIVE 6 WHITE: 0 0
ASIAN A NNITR: 0 0
BLACK/AFRICAN AMERICAN 6 NHIT6: 0 0
M.INDIM/ALASKAN NATIVE A BLACK/AFRICAN M: 0 0
OTHER NULTI-RACIAL: 0 0
ASIAN/PACIFIC ISLANDER: 0 0
HIePMIC: 0 0
TOTAL: 11 0
ACCOMPLIeRMENT NARRATIVR:
EXTENDED ACTIVITY NMRATIVB:
PON YEAR: 2001
PROJECT: 0012 - TRAINING AND RESOURCES FOR INDIVIDUAL LONG TERN SUCCESS
DATE: 07-11-01
TIME: 14:07
PAGE$ 10
ACTIVITY: 66 - T.R.A.I.L.G. MATRIX CNGBe 0511 RBC CITATION: 570.201(6) NATIONAL OBJ: LMC
STATUS: ONDBRBAY
LOCATION: DRRCRIPTION:
CO/BIII ITY-WIDB PROVIDE COUNSELING, JOB SEARCH AND OTHER ASSISTANCE TO SECTION 0 VOUCHER
PLYMOOTH.IU SS467 NGLDRRB 111 PLYMOUTH 00 THAT THEY MAY ocean SELF-SUFFICIomr.
FINANCING: ACCOMPLIGHM MO o
INITIAL FADING DATE: 09-25-01 PROPOSED TYPE:
ACTIVITY ESTIMATE: 9.519.20 PROPOSED OMITS:
FUNDED AMOUNT: 9,519.20 ACTUAL TYPE:
UNLIO OBLIGRTIONB: 0.00 ACTUAL U ITR:
DRAWN TWO PON YR: 9,519.20
DRAWN IN PON YR. 2,119.40
i
PCM YEAR: 2002
PROTECT: 0001 - HOUSING REHABILITATION LOAM PROGRAM
ACTIVITY: 68 - HOUSING REHABILITATION LOAN PROGRAM MATRIX CODES 16A RSC CITATION: 570.202 NATIONAL OBJS IMM
STATUS: UNDERWAY
IDIS - C06PR03
LOCATIONS
U.S. DEPARTMENT OF HOUSING AND URBAN DBVRLOPNSNI.
DESCRIPTION:
DATBS 07-31-03 ,
COMMUNITY-WID8
OFIICB OF COMMUNITY PLANNING AND DEVELOPMENT
PLYMOUTH,MN SS667
TIME: 16507
ROE OWNERS TO REHABILITATE PARILY
INTEGRATED DISSURBEMEF! AND INFORMATION SYSTEM
ACCOMPLIEHMENTBS
PAGES 11
INITIAL FUNDING DATE:
CDBG ACTIVITY SUMMARY REPORT (CPR) FOR PROGRAM YEAR 2002
PROPOSED TYPE: 10 -- HOUSING UNITS
ACTIVITY ESTIMATE: 91,820.52
07-01-2002 TO 06-30-2003
FUNDED AMOUNT: 91,620.52 ACTUAL TYPE: 10 -- HOUNING UNITS
PLYMOUTH. ME
UUI.IC OBLIGATIONS. 0.00
NUMBER OF PERSONS ASSISTED: TOTAL M MHISPANIC
TOTAL LOW/IOD: 36 UNITE: 23 0
TOTAL TON: 9 BIACR/AFRICAN AMERICAN: 15 0
FRIBPIWIC
TOTAL EXTREMELY LGN. 18 ASIAN: 0 0
TOTAL LTR:
TOTAL FEMALE MRADRD: 36 AMERICAN INDIAN/ALASKAN NATIVE: 0 0
2 ASIAN: 0
NATIVE MAMAIIAN/ODER PACIFIC ISLANDER: 0 0
AMERICAN INDIAN/ANASRAN NATIVE: 0 0
AMERICAN INDIAN/AIASKAN NATIVE 6 WHITES 0 0
0 0
ASIAN A WHITES 0 0
0
BLACK/AFRICAN AMERICAN 6 WHITE: 0 0
BLACK/AFRICAN AMERICAN 6 UNITES
AN.INDIAN/ALASKAU NATIVE 6 BLACK/AFRICAN ANS 0 0
OTHER MUTT -RACIAL: 0 6
ASIAN/PACIFIC ISLANDER: 0 0
HISPANIC: 1 1
TOTAL: 38 1
ACCOMPLISHENT NARRATIVE:
EXTENDED ACTIVITY NARRATIVE:
PCM YEAR: 2002
PROTECT: 0001 - HOUSING REHABILITATION LOAM PROGRAM
ACTIVITY: 68 - HOUSING REHABILITATION LOAN PROGRAM MATRIX CODES 16A RSC CITATION: 570.202 NATIONAL OBJS IMM
STATUS: UNDERWAY
LOCATIONS DESCRIPTION:
COMMUNITY-WID8 FORGIVABLE LOAN /GRANTS FOR UP TO $20,000 (PUNS $10,000 FOR ACCESSIBILITY COSTS
PLYMOUTH,MN SS667 FOR DISABLED RESIDENTS) FOR URN INCOME
HOER.
ROE OWNERS TO REHABILITATE PARILY
FINANCINGS ACCOMPLIEHMENTBS
INITIAL FUNDING DATE: 08-26-02 PROPOSED TYPE: 10 -- HOUSING UNITS
ACTIVITY ESTIMATE: 91,820.52 PROPOSED UNITS: 12
FUNDED AMOUNT: 91,620.52 ACTUAL TYPE: 10 -- HOUNING UNITS
UUI.IC OBLIGATIONS. 0.00 ACTUAL UNITES 9
DRAWN THRU POM YR. 20,234.99
DRAWN IN PON YRS 20,234.99
OMER OF HOUBSNGLDE AS8IBTRDS i. ,L E FRIBPIWIC
TOTAL LOW/MOD. 9 WHITE: 0 0
TOTAL LTR: 1 SIACK/AFRICAN AMERICAN: 0 0
TOTAL EXTREMELY IOW: 2 ASIAN: 0 0
TOTAL FEMALE HEADED: 4 AMERICAN INDIAN/ANASRAN NATIVE: 0 0
NATIVE RAWAIIAN/OTMBR PACIFIC ISLANDERS 0 0
AMERICAN INDIAN/AIASKAM NATIVE 6 WH11$: 0 0
ASIAN 6 WHITES 0 0
BLACK/AFRICAN AMERICAN 6 UNITES 0 0
IDIS - C04PR01
ACCOMPLISHMENT NARRATIVE:
EXTENDED ACTIVITY NARRATIVE:
U.B. DEPARTMENT OF HOUSINO AMD URBAN DEVELOPMENT
OFFICE OF COMMUNITY PLANNING AMD DBVBLOPMSN!
INTEGRATED DISBURSEMENT ANG INFORMATION SYSTEM
CORO ACTIVITY SUMMARY REPORT (CPR) FOR PROGRAM THAI. 2002
07-01-2002 TO 06-10-2007
PLYMOUTH, NN
AN.INDIAN/ALABRAN NATIVE 6 BLACK/AFRICAN AM: 0
OTHER MULTI -RACIAL: 0
ABIAH/PACIFIC IBLRNDRR: 0
HIBPARIC: 1
TOTAL: 9
DURING THE 2002 PROGRAM YEAR, 8 HOMEOWNERS RECEIVED FUNDING THROUGH
TUB CITY OF PLYNOUTH*S COBS HOUSING REHABILITATION PROGRAM. REHAB WAS
COMPLETED ON 6 OF THE 8 HOMES, THE REMAINING 6 HONES STILL HAVE WORK
IN PROGRESS. AN ADDITIONAL ELDERLY NONBOMNER WAS PROVIDED WITH NONE
MAINTENANCE AND CHORE SERVICES.
POLI YEAR: 2002
PROJECT: 0002 - PRISM ELDER EXPRESS, STRATEGY 10
0
0
0
1
1
DATE: 07-3k-03
TIME: 14.07
PAGR: 17
ACTIVITY: 70 - PRISM EIDER EXPRESS, STRATEGY 10.0 MATRIX CODS: 05A RED CITATION: 570.201(6) NATIONAL OBI: IIIc
STATUSt COMPLETED 07-21-01
LOCATION: DESCRIPTION:
COMMUNITY -NIDE DAILY TRANSPORTATION SKRVTCES TO AEDICAL APPOINIMINT8 AND 077168 HIM POR
PLYNOVrH,MM 55447 LOW-INCOME SENIOR RESIDENTS OF THE CITY OF PLYMOUTH.
FINANCING: ACCONPLISHMENI'B:
INITIAL PUNDING DATB: 08-26-02 PROPOSED TYPE: O1 -- PEOPLE (GENERAL)
ACTIVITY ESTIMATE: 4,000.00 PROPOSED UNITS: 200
FUND#.D ANOUNT: 4,000.00 ACTUAL TYPE: O1 -- PEOPLE (GENERAL)
UNLIO OBLIGATIONS: 0.00 ACTUAL UNITS: 528
DRAWN THRU PON YR: 6,000.00
DRAMS IN PCM YR: 1,000.00
SEEER OF PERSONS ASSISTED: TOTAL 8 ONISPAMIC
TOTAL TCW/IOD: 520 WHITE: 276 0
TOTAL LOM: 176 BLACK/AFRICAN AMERICAN: 186 0
TOTAL B-TREMRLY ICN: 142 ABIAM: 0 0
TOTAL FINALE HEAVED: 416 AMERICAN INDIAN/ALABRAN MATIVB: 0 0
NATIVE HAWAIIAN/OTHER PACIFIC TSLANDER: 0 0
AMERICAN THDIAN/ALASKAN MATIVR i WHITE: 60 0
ASIAN A WHITE. 7 0
BLACK/AFRICAN AMERICAN 6 WHITE: 0 0
AM.IEOIAH/ALASKAN NATIVE &-@LMCA/AFRICAN AN: 0 0
n7HEi,'NUUI'I-RACIAL: 16 0
ABAMI/PACIFIC IBLANDBR: 00
HISPANIC. 0 0
TOTAL: 528 c
J 3
IDIS - C06PR07 D.O. DRPARIIFIF. l'-':'7:100 AND URBAN DBVELOPMRNT OATRs 07-I1-07
OFFICE dV 44werl s o r 5 .ARNINO AND DEVELOPM®TI TIM, 16 s 07
INTEGRATED bt•'SCIi+••.!!T ARM 1NFORMATIOII SYSTEM PAOEs 17
CDBO'ACTIVITY O(OBk.h; [ :a?2T'IGPRI FOR PROORAN YEAR 7002
07-v% 400i To 06-70-200)
PLYMOUTH. MR
ACCOMPLISHMENT MARRATIVEs DURING THI: 2002 PROGRAM TEAR. 528 SIDES.MSR6 PROVIDED TO L0H AND
MODERATE-1000ME PLYMOUTH SENIORS.
EXTENDED ACTIVITY NARRATIVE. •••r•
POM YEARe 2002
PROJECT, 0003 - FIRST TIME HOMEBUYER ASSISTANCE PROGRAM, STRATEGY 3.0
ACTIVITYe 71 - FIRST TING HOMEBUYER ASSISTANCE PROGRAM MATRIX C00Ee 13 REO CITATIONi 570.2011H) NATIONAL OWi LMH
STATUSs UIURNAY
LOCATION: DESCRIPTIONS
COMIRIRITY-NIDE THIS PROGRAM IB TO PROVIDE ASOISTANCE POR IAN AND MODERATE IMCONR FIRST TING
PLYNO{TIH,IB7 55447 HOMEBUYERS WHO NIGH TO BUY A SINGLE-FANILTROME, CONDO, CLUSTER HONE OR TONNMOUSS
IN PLYMOUTH.
FINANCINGS ACCOMPLIBHMRNTBS
INITIAL FUNDING DATE: 00-26-02 PROPOSED TYPES 06 -- HOUSEHOLDS (GENERAL)
ACTIVITY ESTIMATE. 175;000.00 PROPOSED UM)T8e 6
FUNDED AMOUNTS 115,000.00 ACTUAL TYPE: 04 -- HOUSEHOLDS (GENERAL)
UNLIO OBLIGATIONS: 0.00 ACTUAL UMITGe 9
DRAW TURD FOM YRS 0.00
DRANK IN PON YR: 0.00
NWEER OF HOUSEHOLDS ASSISTED: TOTAL 8 9HIGPANIC
TOTAL.LON/NODS 9 WHITE- 8 0
TOTAL IAN, 1 BLACK/AFRICAN AMERICANS 1 0
TOTAL EXTREMELY LOW. 0 ASIANi 0 0
TOTAL FEHALB HEADSDe 7 AMERICAN INDIAN/ALASKAN NATIVES 0 0
NATIVE HANAIIAH/OTHER PACIFIC ISLANDER, 0 0
AMERICAN INDIAN/AIMKAE NATIVE 6 NHLTEs 0 0
ASIAN A NHITEs 0 0
BLACK/AFRICAN AMERICAN A NHITBs 0 0
AN. IHDIAN/ALASKAN NATIVE 6 BI ACKAFRICAN AN, 0 0
OTHER HUUTI-RACIAL, 0 0
ASIAN/PACIFIC ISLANDER, 0 0
HISPANIC: 0 0
TOTALS 9 0
ACCOMP161SHM 7l HARRATIVB, DURING THE 2002 PROGRAM YEAR, 9 HONNOWERS MERN PROVIORD M(TN
FINANCIAL A089STAUM THROUGH ORPTIRED ROANS FOR CONN PATMIJNT, CLOBINO
COSTS AND/OR MOR7OM PRINCIPLE REDUCTION.
RX16II1DRO ACTIVITY NARRATIVE: t•••
IDIS - C06PR03 U.B. DEPARTMENT OF HOUSING AND URBAN DEVBLOPMBMT DATBs 07-31-03
OFFICE OF COMMUNITY PLANNING AMD DEVELOPMENT TINS: i6s07
INTEGRATED DIRMUN86M61T7 AND IMFORIOITIOM SYSTEM PAOSI 16
ODBC ACTIVITY SIASARY REPORT (GTR) FOR PROGRAM YEAR 2002
07-01-2002 TO 06.30-2003 ,
PLYMM/H, MN
POM THAN. 2002
PRWBCT: 0008 - COMMUNITY ACTION FOR SUBURBAN HRIMEPIN (CUM). STRATEGY 6.0
ACTIVITY: 72 - COMMUNITY ACTION FOR SUBURBAN mMWffPIN MATRIX COOB. 05 REG CITATION, 570.201(6) NATIONAL *Ws LMC
STATUS. CCNPLBTED 07-31-03
LOCATION: DBBCR1P"ou,
COMBAIITY-WIDR CASH WILL PROVIDE ROPURRIVER EDUCATION, FORECLOSURE PREVENTION,
PLVMOUTH.181 S5667 REHABILITATION COUNSBLIHG, AND OTHER HONG OR= COUNSELING 8E114ICXB. SERVICES
ARB AVAILABLE YEAR ROUND.
FINANCINGS ACCOMPLISHMENTS:
INITIAL FUNDING DATE: 08-26-02 PROPOSED TYPE: O1 -- PEOPLE (GENERAL)
ACTIVITY BSTIIATBs 9,150.00 PROPOSED UNITS: 200
FUNDED APXXWi 9,150.00 ACTUAL TYPE. 01 -- PEDPLB IGEDBRALs
UNLIQ OBLIGATIONS 0.00 ACTUAL UNITB: 107
DRAWN THRU PON VRs 9,150.00
DRAW IN POM YR: 9,150.00
NUMBER OF HOUSEHOLDS ABBISTEDS TOTAL P BHIBPAMIC
TOTAL IAM/NODS 76 WHITE. 77 0
TOTAL IOM. 16 BIACK/AFRICAN AMBRICAHs 12 0
TOTAL EXTREMELY IOUs S ABIAMs 6 0
TOTAL FEMALE HSADSDs 33 AMERICAN IEDIAN/ALABRAN NATIVE: 0 0
NATIVE HAMAIIAH/OTHRII PACIFIC IBLAUDSR. 0 0
AMERICAN INDIAN/AIJIBKAN NATIVE 6 WHITBs 0 0
ASIAN 6 WHITBs 0 0
BLACK/AFRICAN AMERICAN 6 MHITBs 0 0
AM.IHDIAM/ALABKAM NATIVE 6 BLACK/AFRICAN AMS 0 0
OMER NUUTI-RACIALs 11 0
ASIAN/PACIFIC ISIANDERs 0 0
HIBPARICS 3 3
TOTALS 107 3
ACCONPLIBRIUM MARRATIVEs HOOBUYER BDUCATION, FoRBCIOSUR6 PREVBIpION, AEG OTHER HONCOI n
COUNSELING SERVICES PROVIDED BY C.A.B.H.
EXTENDED ACTIVITY UARRATIVBS at
MR YEAR; 2002
PROJECT. 0009 - CHILD CARE ASSISTANCE, STRATEGY 6.0
ACTIVITTs 73 CHILD CARR ASSISTANCE MATRIX CODES OBL RED CITATIOIs 570.201(61 NATIONAL OBJs LMC
BTATUBs UNDERWAY
LOCATION, DRSCRIPTIONS
CO010HITY-NIDE PROGRAM 70 ASSIST VERY LOM INCOME HOUSEHOLDS MND ARE WORKIYOOR ATTENDIIM BCH001. `
P16VMOUTN,MW 55667 MITA A DAT CARE SUBSIDY PAYMENT MADE TO THS CARS PROVIDES BASED ON A 01,IDIN0 FEB
SCALE,
k—,.
IDIS - C06PROI
FINANCING:
09I8PARIC
INITIAL FUNDING DATE: 08-76-07
ACTIVITY BSTIMOK6: 15,000.00
FUNDED AMOUNT, 15,000.00
WLIQ OBLIGATIONS: 10,078.00
DRAWN TARP POM YR: 7,816.77
DRAW IN PON TR: 1,875.77
NUMBER OF HOUSEHOLDS ABSIBTBD:
Y.B. DEPARTMENT OF MODEM AHD URBAN DEVELOPMENT
OFFICE OF COMMUNITT PLANNING AND DEVELOPMENT
INTRARATED DISBURSEMENT AND INFORMATION BMW
CDBO ACTIVITY BURIABY REPORT (OPR) FOR PROGRAM YEAR 7002
07-01-7007 TO 06-70-7007
PLYMOUTH, MN
ACCOMPLISHMENTS.-
PROPOSED
CCOMPLISHMENTS:
PROPOSED TYPE: of -- PHOPLB (GENERAL)
PROPOSED UNITE! 8
ACTUAL TYPE: 01 -- PEOPLE (GENERAL)
TUAL Ullml 6
TOTAL L0M/NOD: 6 WHITE:
1TAL LON. 6 BLACE/AFRICAM AMBRICAMI:
AL EXTREMELY LOM: 0 ABIAM:
TOTAL FEMALE READ®: 1 AMERICAN INDIAN/ALABRAM NATIVE.
Al 1.11, Zdlf? NARRATIVE:
EXTWSD ACTIVITY NARRATIVE:
NATIVE HAMAIIAM/OTHER PACIFII ISLANDER:
AMERICAN INDIAWALABXAD NATIVE A WRITa:
ASIAN 6 WHITE:
BLACK/AFRICA: AMERICAN A WHITS:
AN.IW4AW/KiA9XRN-NATIVE 6 CLACK/AFRICAN AMM:
OTHER MRUNI-RACIAL:
ASIAN/PACIFIC IBLANDSI:
HISPANIC:
TOTAL:
DURING THE 7007 PROGRAM YEAR, 6 FAMILIES PBCRIVBD CHILD CARE
ABIBTA CI FOR E CHILDREN. IDM/ MODERATE INCOME FAMILIES RECEIVED
ELIDING SCALE SUBSIDIES TO HELP PAT FOR PRIVATE CHILD CARS.
u.0
TOTAL 0 09I8PARIC
0 0
7 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
7 0
0 0
0 0
6 0
r
DATE: 07-71-01
TIME: 16:07
vAGa: 1s .
PINI YFUI: 7007
PROJECT: 0010 - GENERAL PROGRAM ADMINISTRATION
ACTIVITY: 76 - COMB" PROGRAM ADMINISTRATION MATRIX CODE: 71A RED CITATION: 670.706 NATIONAL OBJ:
STATUS. U DM MAY
60CATION: D68CRIPTIoN:
COMM MITY-MIDB PROVIDES POR: I. OVERSIGHT, MANAGEMENT, MONITORING AND COORDIMATIOD OF TUB
PLYNOUTA,MM 66607 CURB PROGRAM. 7. PUBLIC INFORMATION OH CM PROGRAM ACTIVITIBB AVAILABLE TO ALL
CITY RESIDENTS.
FINANCING: ACCOMPLI6IRIETBt
INITIAL FADING DATES 08-76-07 PROPOSED TYPB:
ACTIVITY ROTINATR: 30,000.00 PROPOSED WITS,
FWDBD ANOINT: 70,000.00 ACTUAL TYPE:
torwo OBLIGATIONS: 0.00 ACTUAL UNIT8:
DRAWN TARP FGM TR: 1,781.69
DRAW IN FOM YR: 1.781.60
PM TEAA, 2007
PROJECTS 0011 - ROME LINE, STRATWT 6.0
ACTIVITY, 75 - NONE LINE, OTMTWY 6.0
STATUS: COMPLOM 07-31-03
LOCATION,
CommiTY-Ming
PLYNDUTH.M 55667
PISANCINOS
INITIAL FMINO HTR, 09-26-02
ACTIVITY EOTIMA7ES 7,500.00
F=2DA1MW% 7,500.00
URLIG OBLIGATIONS, 0.00
DRAWN Tom PON TRI 7,500.00
DRAWN IN PON TR, 7,900.00
UT%RRER OF WUSKNOWS ABSISTEDS
OTAL LOM/IOD, 197
AtMAL LOWS 163
Tom EITIROBLT CONS 0
TOTAL FORMA HEADWS 172
i!
C. MATNIX CODES 099 RM CITATIONS 570.201161 NATIONAL OWt INC
DESCRIPTIONS
TENANT ADVOCACY HOTLINKS TWANT OWANIEIHO Fain PROOERVATION OF AFFORNABLB
WDOIM. AND TART WUCATION SERVIC(S AVAILABLE TO ALL PLYIIDUNH
RESIDENTS.
ACCO. FLI81D16NTa S
PROPOSED TYPES 01 -- PEOPLE (GENERAL)
PROPOSED DDITO, 100
ACTUAL TYPES 01 -- PWPLE (GENERAL)
ACTUAL WITGe 225
WHITES
SLACR/AFRTCAN AMBICANS
ASIANS
AMRICAU INDIAN/ALAORAN CATIVO,
NATIVE NMI ISLINDERI
ANENICAN INDIAN/ALLOXAN NATIVE 6 WHITER
ASIAN A WHITBI
OLACR/AFRICAN A(01RICIUI A WITH,
kr
TOTAL 0 OHISPANIC
ji
0
27 0
0 0
2 0
IDIS - 00IPR03
0
D.O. DRPARTNWT OF RMSIIO AND URBAN DEVELOPMWN
0
DATSI 07-31-03
0
0
OFFICE or CmmyTY PLANNING AND DBVBIOPIDIN TIME$ 16:07 .
ISTBORATRD DIBBUROSMWT AND INFORNATION STEM PAGSI 16
CORO ACTIVITY SUMARY REPORT COPE) TOR PROGRAM YEAR 2002
07-0142007 TO 06-10-7407
PLYNOUTH, IBI
IR11®BR OF ASSISTED, TOTAL 0 OHISPANIC
TOTAL ICN/11(X, 0 WHITES 0 0
TOTAL LOM: 0 BLAC9/4FRICAN AMERICANS 0 0
TOTAL BKTRIMUT IOIIi 0 ASIANS 0 0
TOTAL FINIALS HMOKDS 0 ANSHICAN INDIAN/ALASRW HATIVRS 0 0
NATIVE HAVAIIM/OTHER PACIFIC ISLANDERS 0 0
AMERICAN INDIAN/ALASKAN NATIVE 6 MITNS 0 0
ASIAN 6 WHITES 0 0
BLACK/AFRICAN A ICAC 6 UNITES 0 0
AH.IMIAN/ALASKAN NATIVE 6 SLACR/APRICAN AMS 0 0
OTHER KIWI -RACIAL, 0 0
ASIAN/PACIFIC TOLANDBR, 0 0
HISPANIC, 0 0
TOTAL, 0 0
ACCMPLISHIUW IOARATIVES
E.TOWID ACTIVITY UARRATIVg,
PM TEAA, 2007
PROJECTS 0011 - ROME LINE, STRATWT 6.0
ACTIVITY, 75 - NONE LINE, OTMTWY 6.0
STATUS: COMPLOM 07-31-03
LOCATION,
CommiTY-Ming
PLYNDUTH.M 55667
PISANCINOS
INITIAL FMINO HTR, 09-26-02
ACTIVITY EOTIMA7ES 7,500.00
F=2DA1MW% 7,500.00
URLIG OBLIGATIONS, 0.00
DRAWN Tom PON TRI 7,500.00
DRAWN IN PON TR, 7,900.00
UT%RRER OF WUSKNOWS ABSISTEDS
OTAL LOM/IOD, 197
AtMAL LOWS 163
Tom EITIROBLT CONS 0
TOTAL FORMA HEADWS 172
i!
C. MATNIX CODES 099 RM CITATIONS 570.201161 NATIONAL OWt INC
DESCRIPTIONS
TENANT ADVOCACY HOTLINKS TWANT OWANIEIHO Fain PROOERVATION OF AFFORNABLB
WDOIM. AND TART WUCATION SERVIC(S AVAILABLE TO ALL PLYIIDUNH
RESIDENTS.
ACCO. FLI81D16NTa S
PROPOSED TYPES 01 -- PEOPLE (GENERAL)
PROPOSED DDITO, 100
ACTUAL TYPES 01 -- PWPLE (GENERAL)
ACTUAL WITGe 225
WHITES
SLACR/AFRTCAN AMBICANS
ASIANS
AMRICAU INDIAN/ALAORAN CATIVO,
NATIVE NMI ISLINDERI
ANENICAN INDIAN/ALLOXAN NATIVE 6 WHITER
ASIAN A WHITBI
OLACR/AFRICAN A(01RICIUI A WITH,
kr
TOTAL 0 OHISPANIC
173 0
27 0
0 0
2 0
0 0
0 0
0 0
0 Y
k --i v
r7
IDIS - C06PRO3 U.B. DBPARTMXMT OF WRING AND URBAN OMBI,OPMENT
9HIB9ARtC
OFFICE OF COMMUSITY PLANNING AND DEVBWPPUW
STRATEGY 6.0
IMImRATOD DISBB18EH6/TT AND IkM MATial SYSTEM
0
CUBO ACTIVITY SUMMARY REPORT 10PRI FOR PROGRAM YEAR 7002
LOCATIONS
07.01-2002 TO 06-30-2003
COMMITY-NIDE
PLYMM, MM
PLYN0M.,MN 45667
AM.IIIDIAR/AIABRAN NATIVE 6 BLACK/AFRICAN AM 0
OTHER ORWI-RACIALS 16
AOIAH/PACIFIC ISLAR06R0 9
HISPARICr 6
TOTALS 225
ACCOMPLISHMENT OARRATIVRr DURING TUB 2002 PROGRAM TSAR. 235 PLYMOUTH HOUBMMM MERE HORNED
DRAW TIM FOR TRa
THROWS TUB TIDIANT HOTLIRE AND OTHER Tomm P600RAMG.
DRAMN 30 PSM YRS
EXTENDED ACTIVITY LIARRATIVEr •••••
PON YRARS 2002
9HIB9ARtC
PRWZCTz 0012 - TRAILB, STRATEGY 6.0
ACTIVITY: 76 - TRAILS
0
STATUS: C3MPLETBD 07-31-03
LOCATIONS
0
COMMITY-NIDE
0
PLYN0M.,MN 45667
0
vINANCILNo1
0
INITIAL FUNDIRO DATES 06-25.02
ACTIVITY ESTIMATE: 5,000.00
FUNDED APIMMM 9,000.00
UNLIO OBLTGAT1008S 0.00
DRAW TIM FOR TRa 5,000.00
DRAMN 30 PSM YRS 5,000.00
NUMBER OF MOMS ABOISTEDr
DAT5r 07-31.03 ,
TIMES 16107
SA0E1 17
0
0
0
6
MATRIX CODRr 05H RW CITATIONS 570.201191 NATIONAL OEd1 IMC
DOBCRIP IONS
PROMOTES H61B-GUFFICIMXX FOR BECTI00 9 VOMMUM HOLDERS LN THBIR RESPECTIVE
COMMUNITIES BY DIRECTING THEM INTO APPROPRIATE EDUCATIONAL OPPOR711RITIBB
AND/OR JOSE.
ACCgIPLTSFOBUTEI .
PROPOSED TYPES 01 -• PEOPLE (06NERA6)
PROPOSED UNITS; 23
ACTUAL TYPES 01 -- PEOPLE MINIMAL)
ACTUAL UNITOI 36
TOTAL 0 9HIB9ARtC
19 0
15 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
1 0
0 0
1 1
TOTAL IAM/MODM 36 NHITES
TOTAL LOS: 12 BLACK/APRICAR ANORICAMS
TOTAL EXTREMELY LOBS 23 ASIANS
TUTAL LANAIS HMAD®S 36 AMERICAN INDIAN/ALROXAN RATIVRS
NATIVE HAMAIIAN/OTHER PACIFIC IBUNB6R0
AMMICAR INDIAN/ALASKAN NATIVE 6 NNITEI
ASIAN A WHITES
BLACK/AFRICAN AMERICAN 6 NHITBS
AM.INDIAN/ALASKAN NATIVE 6 BLACH/AFRICAN M.
OTHER MINI-RACIALS
ASIAN/PACIFIC ISUUMSRI
HIBPANICI
TOTALS
ACCOMPLISHMENT K=1U IVB. DURING TBE 2002 PROGRAM YEAR, 36 INDIVIDUALS RECEIVED JOB COUNSELING
36 1
solo - C06PR01 O.B. DEPARTMENT OF HWSIND AND URBAN OMVXLOMW DATES 07-21-01
OFFICE OF OOIO OSTV FUMING AND DEVELOPMENT TT116+ 16:07
INYEW ATED DIBEDNSMN1T AND INFORMATION SYSTEM PAGES 18
CUM ACTIVITY B(A001RY EXPORT (GPS) Pal PROGRAM TUB 2002
07-01-2002 TO 06-20-2007
PLYMOUTH, NO
AND ASSISTANCE.
EXTENDED ACTIVITY MARRATIVBs.
PON YBARS 2002
PROJECT: 0011 - AFFORDABLE HOOKING DXVXLOPMBNI PROGRAM. KTRATEDY 1.0/2.0
ACTIVITIrs 77 - AFFIRMABLE HONKING DXVXLOPNBMT PROGRAM MATRIX CODES 12 RED CITATION: 570.201(NI NATIONAL OBJ+ LMH
STATUS+ UNDERWAY
LOCATION: DRSCRIPTIWS
COMMWITY-NIDE ASSIST 1-2 NON-PROFIT OR PIR-PROPIT BUILDERS OBVBWP AFFORDABLE RENTAL
FLYIIO m.NM SS667 AND/OR WEBB OCCUPIED NaNKINO UNITS IN THSCITY OF PLYIIOOIH.
FINANCING: ACCONPLIaN1A1'B:
INITIAL /IRIDINS DATES 00-26.02 PROPOSED TYPO 10 -- HOUSING UNITS
ACTIVITY BUTINATXs 101,850.00 MM99D UNITS 20
PWDBD ANOWTs 29,850.00 ACTUAL TYPBs 10 -- HOUSING UNITS
ALIO OBLIGATIONS+ 0.00 ACTUAL UNITBs 1
DRAW THRU Pal YR + 0.00
DIANN IM PON YRS 0.00
MA01ER OF PERSONS ASSIST®+ TOTAL 8 INISPANIC
TOTAL LOKAWDS 6 WITS. 6 0
TOTAL LCMr 0 BLACX/AFRICAR AMBAICAM+ 0 0
TOAAL BXTRDM16Y LOWS 6 ABIMs 0 0
TOTAL FEMALE HEADED: 0 AMERICAN INDIM/ALASKAIN NATIVE: 0 0
NATIVE HAMAIIM/OTHER PACIFIC ISLANDER: 0 0
AMERICAN INDIM/ALABXAN NATIVE i MHITXS 0 0
MIM 6 WHIRRS 0 0
BLACX/AFRfCM AMERICAN A WHITE: 0 0
AN.IUDIM/ALABRAM NATIVE A BIACX/AFRICM Ms 0 0
OTHB.S M1HTI-RAACIAL: 0 0
AGIM/PACIFIC IBUMDBRs 0 0
HICFMICr 0 0
TOTAL+ 6 0
1.
ACOOMPLISIDWTT MARMTTVBS OURIMMS TUB 2002 PROGRAM YEAH, TUB CITY PROVIDED FUNDING TO HONORER
RESIDENCES TO IWTAL16 M ELEVATOR IN TUB GARLAND HOOSE. =5 GARLAED
EWES IE A GROUP NOW I= TUB OEVBLOPHIMAALLY DIOUL9D THAT SERVES 6
INDIVIDISOE.
661'BNDED ACTIVITY NARRATIVES •••••
Mr.MWW ACTIVITY NARRATIVE:
POM TSAR. 2002
PROJECT: 0015 - FAMILY HOPE SERVICES, STRATEGY 9.0
ACTIVITY: BO - FAMILY HOPE SSRVICSB HOITRIK CODE: 050 REO CITATION: 570.201(6) NATIONAL OBJ: LW
6TATU8: COMPLETED 07-31-03
LOCATION: DESCRIPTION:
COMMUNITY-MIDB FAMILY HOPE BBRVICEB'S TAM HOUSE PROQMM HELPS AT-RiBK Tom BF PEOVlosm.
PLYMOUIH,PDI 55447 FREE OF CHAROB YEAR-ROYW WERE SUPPORT GROUPS AND OMB-ON•OUB METORING
FINANCING: ACCOMPI:I8UDI6NT8:
3
r
IDIS - C06PR03 1 B. DRPARTMEW OF HOUSING AND URBAN ORVOLOPPOW ' OATH: 07-31-01
OFFICS OP COMMUNITY PLANNING AND'DBVRLOPMOII TIME: 16:07
INTEGRATED DISSURBEHES. AND INFORMATION SYSTEM PAGE: 19
CDBG ACTIVITY SOOARY REPORT (MPR) FOR PROGRAM YEAR 2002
07-01-2002 TO 05.30.2003
PLYMOUTH. MU
POM YEAR: 2002
PROJSCT: 0014 - NORTHMBBT BRANCH YMCA, STRATEGY 9.0
ACTIVITY: 78 - NORTMM68T BRANCH YMCA, BTRATOEY 9.0 MATRIX CODE: 060 REO CITATION: $70.201(6) NATIONAL OBJ: INC
STATUS: COMPLETED 07.31-03
LOCATION: DESCRIPTION:
COMMUNITY -Ming TNB TIMA POINT NORTHURST PROGRAM SERVES H0MLE80 AND RUNAWAY YOUTH IN TUB
PLYMOUTN,IO 55667 CITY :A PLTMOUIN THROUGH YEAR-ROUND COUBBBLIDG SERVICES.
FIRANNCINO: ACCOMPLISHMENTS,.:
INITIAL FUNDING DATE: 06-26-02 PROPOBSD TYPE: 01 -- PEOPLE (GENERAL)
ACTIVITY ESTIMATE: 7,500.00 PROPOSED UNITE: 60 .
FIAUDEO AIOIw- 7,500.00 ACTUAL TYPE: 01 -- PEOPLE (GENERAL)
UNLIQ OBLIOATIO08: 0.00 ACTUAL UHITB: 23
ORAMM TORO PON YR: 7,500.00
DRANO IN POM YR: 7,500.00
NUMBER OF PERSONS ARBISTEO: TOTAL B 5H38PADIC
TOTAL LOM/ROD: 23 WHITES 17 0
TOTAL WN: 0 BLACK/AFRICAD AMERICAN: 6 0
TOTAL EXTREMELY LOMB 23 ASIAN: 0 0
TOTAL FGNALB HEADED. 0 AMERICAN INDIAN/ALABKAR NATIVE: 0 0
NAT/VB HANAIIAU/OTHRR PACIFIC IBU=n: 0 0
AMERICAN INDIAN ALASMU NATIVE 6 WHITES 0 0
ASIAN i MN1T6: 0 0
BLACK/AFRICAN AMERICAN 6 MHITB: 0 0
AM.INDNAD/AIASKAD NATIVE 6 BLACK/AFRICAN AM: 0 0
OTHER MULTI -RACIAL: 0 0
ASIAN/VACIFIC ISLANn6R: 0 0
HISPANIC: 2 2
TOTAL: 23 2
ACCONPLISHM OT UARRATIV6: DURING TUB 2002 PROORAN YEAR, COURSELIEG AND OTNBH PROGRAN9 FOR
HOMELESS AND RUNWAY TOM MEIN PROVIDED TO 23 AT RISK YOUTH.
Mr.MWW ACTIVITY NARRATIVE:
POM TSAR. 2002
PROJECT: 0015 - FAMILY HOPE SERVICES, STRATEGY 9.0
ACTIVITY: BO - FAMILY HOPE SSRVICSB HOITRIK CODE: 050 REO CITATION: 570.201(6) NATIONAL OBJ: LW
6TATU8: COMPLETED 07-31-03
LOCATION: DESCRIPTION:
COMMUNITY-MIDB FAMILY HOPE BBRVICEB'S TAM HOUSE PROQMM HELPS AT-RiBK Tom BF PEOVlosm.
PLYMOUIH,PDI 55447 FREE OF CHAROB YEAR-ROYW WERE SUPPORT GROUPS AND OMB-ON•OUB METORING
FINANCING: ACCOMPI:I8UDI6NT8:
p
2010. - C06PR07
INITIAL FUNDIM DATE: 06-76-07
ACTIVITY ESTIMATE: 41000.00
FUNDED ANO[Wr 4,000.00
UNUM OBLIGATIONOs 0.00
DRANK THRU PON YR: 6,000.00
DRAWN IN PON TR: 61000.00
NURSER OF PERSONS ASSISTSO:
U.R. DBPAATWRNT OF HOUSING AND MAN DEVELOPMENT
OFFICE OF COMMUNITY PUMIMp AND DEVBLORI W
INTEGRATED DIBBURBOEIIT AND INFOR new BYBTEK
CDBG ACTIVITY BUMMY REPORT (OPR) FOR PROORAN YEAR 7007
07.01-7007 TO 06-30-7007
PLYMOUTH. HE
PROPOSED TYPE: 01 -- PEOPLE (GROERAL)
PROPOSED UNITS: 73
ACTUAL TYPE: O1 -- PEOPLE (GENERAL)
ACTUAL UNITS: 6
TOTAL LOW/IUD: B WHITE:
TOTAL IAN: 7 BLACK/AFRICAN AMEEICAU:
TOTAL OM MELY IAN: 7 ASIAN:
TOTAL FINALE HBADSD: 0 AMERICAN 1NOTAR/ALASRAN NATIVE: 0
NATIVE HAIAIIAN/OTKSR PACIFIC ISLANDER: 0
AMERICAN INDIAN/ALABKAN NATIVE 6 WHITB: 0
ARM 6 WHITE: 0
BLACK/AFRICAN AMERICAN 6 WHITE: 0
AN.IWDIAN/ALASKAN NATIVE A BLACK/AFRICAN AM: 0
OTHER MULTI -RACIAL: 0
ASIAR/PACIFIC ISUANDUI: 0
HIBRANICS 0
TOTAL,
ACCOMPLISHIGM WARRAATIVH: OURINO TUB 7007 PROGRAM YEAR, 6 AT RISK YOUTH FROM PLYMOUTH
PARTICIPATED IN TUB TRBB HOUSE PROGRAM.
EXTENDED ACTIVITY UMMTIV6: D••
TE
NAYls 07-71-03
flag W07
PAGE 70
TOTAL 0 HISPANIC
B 0
1 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
6 0
tiV
I0I9 - COMM U.O. DEOAWMW OF UMBIM AND URBAN DEVEWMW
OFFICE OF COMONNITY PLANNING AND OML40MM. .
INIM RNM plasm—ml AND INFORMATION SYSTWM
0080 ACTIVITY SUMMARY REPORT (OMR) FOR GROOMS TM 2002
07-01-2002 TO 06-10-2001
PLYNWM,. MI6
TOTAL ACTIVITY ESTIMATE 0 2,059,210.60
TOTAL FUNDED AND= 0 1,765,611.91
TOTAL AMOUNT DRAMS TURU 900 YR 0 1,601,099.59
TOTAL AMOUNT ONM81 IM PON YR 0 660,955.06
OATE, 07-11-01
TIMER 10007
PAOEI 11
7
0
i
CITY OF PLYMOUTH ..
340o PLYMOUTH BOL2EvARD, PLYMOuTfi, MN -.55447.
DATE: August 15, 2003 for Housing and Redevelopment Authority Meeting of August
21, 2003
TO: Plymouth Housing and Redevelopment Author
FROM: Jody Boedigheimer, Grace Management andiaes-Housing Programs
Manager
SUBJECT: Plymouth Towne Square (PTS) Building Evaluation
BACKGROUND:
As you may recall, during the discussions about redecorating and updating PTS early in 2003,
the subject'of reserve accounts came to the forefront. The Board discussed how to determine if
the balances of those accounts were sufficient and if the amount of money set aside each month
was enough to cover future repairs and maintenance. The best way to determine this was to
conduct a comprehensive evaluation of the building and all of the major components. To this
end, Grace Management selected the Center for Energy and Environment (CEE) to conduct this
evaluation and provide the HRA with a complete review of the property, make recommendations
as to the remaining life of all components and replacement cost estimates.
They began their process on July 8 with a review of the building (inside and out) and by
interviewing the on-site stats. Their findings and recommendations are included in a report that
will be.presented at the meeting. Representatives from CEE will be present at the HRA meeting
to present their findings and answer any questions.
I recommend that the Plymouth Housing and Redevelopment Authority Board of
Commissioam.review the report and provide direction to staff based on the findings of the
report.
auo sc+a ou sru uwo uaonns ma siei aiaaq.t a1 m,
j
H
MI
e .. o 1Yff.NIO' '. •
CFIY OF PLYMOUTH
3400'PLYMOUTH BOULEVARD, PLYMOUTH; MN' 55447
DATE: August 15, 2003 for Housing and Redevelopment Authority Meeting of August
21, 2003
TO: Plymouth Housing and Redevelopment Authority
hAv
FROM: Ane V Hurlbur% Executive Director
SUBJECT: First Time Homebuyer Program Loan Subordination Request and
Appeal of Kristine Aria
BACKGROUND:
Kristine Aria has a First Time Homebuyer loan through the Plymatth HILA in the amount of
17,000.00 that closed in August of 2002. Ms. Aria's purchase of a $134,257 toanhome in
The Reserve was also assisted by a $3,000 grant from interfaith Outreach and Community
Partners (IOCP) and $13,500 from the Minnesota Hawing Finance Agency (f.WA) for down
payment assistance. The home was purchased under the affordability gap financing
specifically designated for The Reserve. for which buyers were selected by lottery. The
program required that f mire affordability of the homes be preserved. by resale restrictions set
through Restrictive Covenants placed on the property.
ML Aria was informed of and received a draft of the restrictive covenant prior to closing on her
home in August of 2002. However, the document was int presented for signing with the other
documents at closing. HRA staff discovered that there was a problem with a number of the
restrictive covenants that were to have been recorded on homes in the Reserve purchased using
this particular program. Homeowners were asked to cooperate in correcting the problem, which
had resulted in their signing either umrecordable documents, or no documents at all (as in this
case), for the covenants. After discussing this with her anormey, ML Aria refused to sign the
consent to allow recording of the covenant. As it appeared that the HRA could not force her to
sign the document, no further action was taken.
In June, Ms. Aria informed the HRA that she was planning to refinance her home and would
request that the HRA subordinate to the new financing. On July 21, Housing program Manager
Jim Barnes sent her a letter indicating that she would be required to sign the restrictive covenant
as a condition of approval of the subordination request. On July 29, Ms. Aria appealed Mr.
Bames' decision to me in my capacity as Executive Director.
In a letter dated August 12, 2003,1 denied ML Aria's appeal after reviewing all of the
information in the file and the program guidelines, and after consultation with the City Attorney.
I found that the request for subordination does meet all of the written guidelines. However, the
subordination policy does not directly address this type of situation, which we would not expect
to encounter, nor does it address the resale restrictions that were a unique requirement for the
was in The Reserve.. However, the policy does state, "the HRA may subordinate. the First Time
Homebuyer Loan." The HRA is not required to subordinate to new financing. Therefore, I'
found that it is reasonable and appropriate for the HRA to now seek to correct the error that %.i.
made at the initial closing of the home. 1 indicated to her that it would be her choice whether or
not to sign the consent; however, the HRA also has discretion to not approve the subordination
request unless she does so. It is our intent to apply this to any other program participant who has
not yet cooperated in recording the covenant.
On August 13, Ms. Arin appealed my decision to the Board.
The oversight that caused the restrictive covenant not to be recorded on Ms. Aritt's home has
been addressed to prevent a future occurrence and to correct existing errois when possible.
Participants are now required to sign an "errors and omissions" document at closing which
will require their cooperation in correcting errors discovered later. Twelve homeowners were
affected; eight have already cooperated in signing documents needed to correct the error. The
remainder will be required to do so as a condition of subordinating to new financing should
that oppormnity arise. Lastly, we are recommending an amendment to the subordination
policy to make it clear that cooperation with correcting any errors or omissions in their
dommaeatation will be a requirement. The City Attorney does not believe that it is necessary
to amend the policy to enforce this requirement; however. having the policy in writing will
save to make it clear in the other cases and hopcINily help avoid future appeals.
Ms. Aritt is employed as a Hawing Specialist with the City of Plymouth. If she is not
required to sign the restrictive covenant, there could be the appearance of preferential
treatment.
I recommend that the Ftmouth Housing and Redevelopment Authority Board of
Commissioners review the decision made by staff to require execution of wreatrielive
covenant and a condition of subordinating her First Time Homebuyer second mortgage to
a. first mortgage.
ATTACEINWIM:
1. Appeal letter from Kristine Ann dated August 13, 2003
2. Denial letter from Anne Hurlburt dated August 12, 2003
3. Appeal letter from Kristine Antt dated July 29, 2003
4. August 8 memo fiom James Bermes to Ana Huriburt, with attachments
S. August 8 letter from Tracy Jones to Kristine Arin with timeline of events
1
Omer I%CwwwftDe.e vsrAFMP*MV %Subwd%Wm.aquasKeWtoeArd dX
J
i
8/13/03
To: Anne Hurlburt, HRA Executive Director
Re: Request for an appeal to the HRA Board
Dear Ms. Hurlburt:
In response to your letter dated August 12, 2003 I do wish to appeal the decision to the HRA
Board for the August 21' meeting. This matter is urgent as my closing is scheduled for
September 3d. If there is any way I can request a special circumstance appeal for this sooner
than the regularly scheduled hearing date, please let me know this right away.
I need an expedited hearing in order to try to avoid the harm that the City will cause by forcing
me to wrap the S i 7,000 loan into the refinance of my existing loan. I also want to avoid the
need to bring a lawsuit to recover the interest that I will have to pay on what was intended to be
an interest free loan.
Thank you.
Sincerely,
Kristine L. Aritt
J
August 12, 2003
Kristine Aritt
13864 Se Avenue North
Plymouth, MN 55446
Dear Kristine:
17CIPTVCOF
PIYMOM
I have reviewed your memo dated July 29, 2003 regarding the proposed refinancing of your
home. You object to the HRH's request that as a condition of subordinating to the new mortgage
you consent to recording of a Restrictive Covenant regarding the fixture resale of your home. I
have also reviewed the entire file on the matter and discussed it with the staff and the. City
Attorney.
In my review, I found the following chronology of events:
The document describing the application process for The Reserve Affordability Gap
Financing included the information that "the future affordability of the townhouses will also
be preserved by resale restrictions." This is the same language included in the City's
application to the programs that provided the funding (Single Family Super RFP application
of. August 7, 2000.)
This information was attached to the "Registration of Interest Form7, which was required to
be returned to the HRA prior to Rottlund's "lottery" to determine who would be offered the
fust opportunities to purchase homes under the program.
Staff of both Rottlund and the City of Plymouth was present at the lottery, and confirm that it
was explained at that time that restrictive covenants would be placed on properties to restrict
the resale price.
In July of 2002, a draft copy of the Restrictive Covenant was provided to you.
In August of 2002, you closed on your home. No covenant document was presented for
signing with the other documents at closing.
Sometime before March of 2003, HRA staff discovered that there was a problem with a
number of the restrictive covenants that were to have been recorded on homes in the Reserve
purchased using this particular program. Homeowner; were asked to cooperate in correcting
the ovasight, which had resulted in their signing either umecordable documents, or no
documents at all (as in your case), for the covenants.
After discussing this with your attorney, you indicated you would not sign the consent to
allow recording of the covenant. As it appeared that the HRA could not force you to sign the
document, no further action was taken.
In June, you informed the HRA that you were planning to refinance your home and would
raquest that the HRA subordinate to the new financing.
On July 21, you were sent a letter asking that you sign the Restrictive Covenant consent form
provided to you in Match as a condition of approval of the subordination request..
PLYMOUTH A Seauetfulflaee?o live
5400 PLYMOUTH BOULEVARD • PLYMOUTH, MINNESOTA 55447-1492 • TELEPHONE. (763) 509-5000
0 www.d.Divmcutn.mn.us
On July 29, you prepared a memo to me (received August 5) requesting that you not be a
required to sign the restrictive covenant I am treating this memorandum as an appeal as
provided for in the program guideline&
In your memo, you indicate that there is a misunderstanding about whether or not you were
required to sign a restrictive covenant at the closing of your home. 1 think it is clear that you
were not asked to sign, due to an oversight or error on the HRH's part, and there is no covenant
recorded. Last March you (and twelve other program participants) were sent letters requesting
that you voluntarily consent to recording the covenant so that the error could be. corrected. You
declined to do so. (Eight other homeowners voluntarily have complied with the request to sign
or rem the consent document since that time.)
There appeared to be no way to legally compel you to cooperate in recording the covenant after
the error bad been made. However, it also seems clear that you were it f ted prior to the
closing that a restrictive covenant with resale restrictions was a program requirement And after
you requested the HRA to subordinate to your new financing, you were informed that recording
of the covenant would be a requirement for you and the other homeowners who bad not yet
cooperated in correcting the error. You now want me to overrule this condition that has been
placed on the subordination.
In your memo, you indicate that you meet til of the guidelines for subordination of your new
financing. It is true that the subodiaation policy does not directly address this type of situation,
which we would not expect to encounter, nor does it ti'ress the resale restrictions that were a
unique requirement for the units in The Reserve. However, the policy does state, tthe HRA gray
subordinate the First Time Homebuyer Loan." The HRA is not regeued to subordinate to new
financing. Therefore, it is my finding that it is reasonable and appropriate for the HRA to now
seep to coned the error that was made at the initial closing of your hone. It is still your choice
whether or not to sign the consent; however, the HRA also has discretion to not approve the
subordination request unless you do so. It is our intent to apply this to any other program
participant who has not yet cooperated in recording the covenant
According to the program policies,. you have the right to appeal my decision to the HRA Board.
If you wish to do so, l ask that you indicate so (in writing) not later than 4:00 p.m. on Thursday.
August 14 so that the Board may hear your appeal at its August 21 meeting. If not received by
that time Beard consideration could be delayed to the September mendng.
Please let me know if you have any questions or want to talk about this before you make a
decision on how you wish to proceed.
Sincerely,
Ante W. Hurlburt, Executive Director
Plymouth Housing and Redevelopment Audhonty
cc: James Barnes, HRA Program Manager
7129103
To: Anne Hurlburt, Executive Director of Housing
From: Kristine Arin
Re: Restrictive Covenan's discussion
Dear Ms. Hurlburt:
1 am writing to request your assistance. I need you to clear up the confusion surrounding Tracy Jones insistence
that I sign a Restrictive Covenant in order to complete a refinancing with U.S. Bank. Tracy Jones is under the
mistaken impression that I was required to sign a Restrictive Covenant at the original closing on my home. I
was not While a number of home buyers were required to sign these Restrictive Covenants, I was not.
Therefore. Tracy Jones letter dated March 7, 2003 makes no sense. There could not possibly be an
unrecordable Restrictive Covenant as she states in her letter because I never signed one in the first place. So
there is nothing Por me to comet now. What is important here is that I be permitted to complete my refinancing
and not be punished for the confusion that I have described above. Time is of the essence and i need an answer
as soon as possible.
ere were no Restrictive Covenants presented at closing (as witnessed by several people who are willing to
come forth on this if need be). At no point of the process of receiving a First Time Homebuyer loan was I asked
to sign this document. My home closed on August 2, 2002 without Covenants. I have never signed anything at
any point concerning these Covenants.
When? received the March 7* letter from Tracy Jones, I contacted both my lender (Barbara Graham of U.S.
Bank, my attorney, and my realtor). All of which were confused. My lender stated that the HRA could not
possibly come back at a later time once the home has closed to have me sign an additional document unless
there were some sort of an errors and omissions document. Recently, Tracy Jones has drafted one of these
documents, however, there was not one at the time I closed.
The new financing on my home that I will receive is a 15 -year fixed-rate mortgage at 4.375% with no cash out.
It is just for the purpose of receiving a much lower nue and shorter tern. What has now been created is that as
a "condition" of receiving this new financing I must now sign a Restrictive Covenant document. As an
employee of the HRA, I am well aware of the guidelines for a subordination, and as Tracy had stated in a
previous conversation, "it should be no problem at all". 1 then wus asked by Tracy about a week laterto sit
down and talk about the Restrictive Covenants.. She stated that Jun Barnes had overheard my conversation with
her about the refinancing on my home and would like a condition added. I then received a letter on July 90,
2003 dratted by Tracy Jones and signed by Jun Barnes requesting my signature as a condition to the new
financing. 1 am now being prevented from receiving new financing for a better rate, though I fit the guidelines.
The letter dated March 7t°, 2003 is misleading and inaccurate information as the letter states, "the documents
provided to you at your closing are not recordable". I have never been asked to sign a Restrictive Covenant.
My attorney did review all closing documents atter receiving this letter and he advised that it is not something I
need to do. I did not bring this letter to you, Ms. Hurlburt, Zmxause 1 was told that 1 would receive a memo from
Jim (and a copy to my file as to what has transpired), however, atter asking for a copy of this memo at least
twice, I did not receive one. This memo was to outline the conversation I had with Tracy Jones about the l
March 7t° letter. It still has not been recorded in my file. I recently asked about this again after the information
about a "condition to my subordinadoe was passed on to me, and she said that Jim Barnes had forgotten to
write it.
After getting the letter in my in -box on July 21, 2003 about this added condition, I met with you to discuss the
situation. I know that.you had mentioned in our conversation a concern for preferentialtreatment, as I am a
City employee, however, had my file been correctly documented as it should have been, there should be no
concern over this. There were no Restrictive Covenants presented at crosmS nor was I asked at any point
before this misleading March 76 letter) to sign anything. I was also told months ago that there were be
documentation put in my file about the error on the part of the. HRA, but it still has not been done.
I prefer not to pursue this further by legal means, as I am an employee here, but please understand that this is
something 1 need to do to protect my rights in this situation if a subordination is not granted. 1 ask to be treated
fairly according to the fads which -includes the lack of documentation. My signature appears nowhere on a
Restrictive Covenant document because I was not asked to sip one. Due to the natureof my refinance and the
guidelines it follows, I ask that you please assist mein this matter. My closing date is September 3, 2003.
Thank you.
Sincerely,
Kristine 4 Aritt
2
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PLYMOUTFF
July 21, 2003
Kristine Aritt
13964.52TA Avenue -North
Plymouth. MN 55446
Dear Kristine:
I was recently informed that you are planning to refinance with U.S. Bank Home
Mortgage later this summa to reduce the interest rate and term of your primary
mortgage. Since you have a first time homebuyer loan with the Plymouth HRA, the
HRA will need to subordinate to the new financing offered through U.S. Bank Home
Mortgage.
As you are aware, the new financing will have to meet the HRA's requirements for
subordination. In addition to meeting the general subordination requirements, the HRA
will also require that you sign the Restrictive Covenants consent form provided to you on
March 7, 2003 as a condition of approval. This is a condition that we will require of all
of our first time bomebuyer clients at the Reserve who has not signed the. Restrictive
Covenantsconsent form and i quest a subordination.
If you have any questions or concerns with regard to this additional requirement, please
feel free to contact Tracy Jones at 763! 509-5416.
Sincerely,
esak o ProBarnes, Husnng gram Manager
Plymouth HRA
PLYMOUTH A BeautifidTfcce to Leve
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PLYMEXM
August 8, 2003
Kristine Aritt
13864 Se Avenue North
Plymouth, MN 55446
Dear Kristine:
Per your request. I have enclosed a timeline of events pertaining to the restrictive
covenants on your property at 13864 52ad Avenue North. If you have any questions or
concerns with regard to this timeline, please feel fine to contact me..
Sincerely,
Tracy L. )ones, HRA Specialist
City of Plymouth
PLYMOUTH A *wtiifidTka to Li*
9400 PLYMOUTH BOULEVARD - PLYMOUTH, MINNESOTA 55447-1482 *TELEPHONE (763) 509.5000
1
J
TIMELINE OF EVENTS, JULY 2002 - PRESENT
July 2002 Hennepin County informed the HRA that the restrictive
covenants at the Reserve were not recordable because
the buyer and seller bad not signed off on the
documents.
A draft copy of the restrictive covenants was provided
to Kristine. However, since the City Attorney was still
reviewing the document based on thecomments we
received from the County, Tracy informed Kristine that
the format and/or status of the restrictive covenants may
change based on this review.
August 2002 Kristine closed on her house. Since we had not
received any comments on the format and/or status of
the restrictive covenants by Kristin's closing date, to
the best of Tracy's knowledge, the restrictive covenants
werenot discussed at her closin .
March 2003 Kristine Was given a letter from the HRA stating that
the restrictive covenants provided to her in July 2002
are not recordable. In addition, the letter stated that
both the buyer (her) and the seller (Rottlund Homes)
need to sign a consent form for the restrictive covenants
to be recordable. Thus, the letter asked Kristine to sign
the consent form for the buyer and return the document
to the HRA.
April 2003 Kristine and Tracy met to discuss the restrictive
covenants on her property. She agreed that Tracy
provided a draft copy of the restrictive covenants to her
before closing. However, since she was not asked to
sign a consent form at closing, she believed there were
no restrictive covenants on her property. Thus, Kristine
does not feel obligated to sign the revised copy of the
restrictive covenants Tracy pro%lded to her.
Jim Barnes contacted Rottlund Homes and Melissa
Carnicelli to find out if the restrictive covenants were
discussed at the lottery drawing held by Rottlund. Both
John Falk from Rottlund and Ms. Camicelli indicated
that the restrictive covenants were discussed at this
meetim
TIMELINE OF EVENTS, JULY 2002 PRESENT
June 2003 • . Kristine. informed Tracy that she was planning to
refinance her house in August 2003 and therefore, she
would be requesting that the HRA subordinate to the
new financing offered through U.S. Bank Home
Mortgage.
ASer discussing this issue with Jim. Tracy informed
Kristine that as a condition of her subordination, the
HRA would require that she sip the restrictive
covenants consent fomt provided to her in March 2003.
Kristine requested that this condition be put in writing,
so she would be able to discuss the matter with an
attorney.
July 2003 • Kristine was given a letter from the HRA stating that
her refinancing will have to meet the HRH's
subordination requirements. In addition, the letter also
stated that the HRA would require that she sign the
restrictive covenants consent form provided to her in
March 2003 as a condition of approval. It was also
stated in the letter that this is a condition that the HRA
will require of all our first time homebuyers at the
Reserve who have not signed the.restrictive covenants
consent form and.request a subordination.
August 2003 • Kristine submitted a formal request to the HRA
Executive Director requesting that the requirement for
her to sign the restrictive covenants be waived.
Kristine was itivena covy of this timeline.
J
2
DATE: August 8, 2003
TO: Annnne1HurlbuA, HRA Executive Director
FROM: RMBAK Housing Manager
SUBJECT: Documentation relating to appeal by Kristine Aria of subordination
requirements for Plymouth's First ' ane Home Buyer Program.
In the summer of 2000, the Plymouth HRA approved setting up a program for first time
homebuyers wishing to purchase townhomes at the Reserve development. This program
was a result of collaborating with Rotdund Homes (developer), Interfaith Outreach and
Community Partners (non-profit) and the Plymouth HRA.
As part of this development project, Rottlund Homes agreed to sell 125 townhome units
at a.sales price at or below the established Metropolitan Council's maximum sales price
limit. In the initial phase that limit was 5134,257 and has recently been increased to
183,000. Additionally, the HRA decided to place resale restrictions on the properties
purchased using the HRA's First Time Homebuyer Program (FTHB). In all of the
marketing material and in our application to the Minnesota 'Housing Finance Agency's
MHFA) Consolidated Request for Proposals, the HRA indicated that recipients of the
HRA funds would be required to have restrictive covenants (resale restrictions) recorded
against their pr'operty.
In the initial phase, appraisals for these properties were coming in around 5160,000,
which would provide instant equity of over $25,000 to the HRA's loan recipients had
restrictive covenants not been used. After closing on five of the loans, the HRA was
informed by Stewart Title that the County was not accepting the restrictive covenants for
recording as the document was not legally correct. HRA staff worked. with the City's
anomey, Rottlund Homes and the County to rectify this issue, however, additional
closing, including Ms. Aritt's, occurred during this time. Staff' informed all of the loan
recipients who had closed or were about to close about this issue and informed them that
we would be asking them to either re-sign or sign the correct documents at a later date.
To date we have had 14 buyers utilize the FTHB fiends for this project. Of these buyers,
ten have complied with the requirements and four buyers still need to sip a consent form
to allow Rottlund to execute the restrictive covenants.
Attached is a timeline of events and letters, corespondences, documents relating to the
HRA's First Time Home Buyer program for the "Reserve" development, and pages fiam
our application to MHFA. that contain information about resale restrictions. Also,
Rottlund Homes is looking for the sign -in sheet and packet of information that was
presented to perspective buyers at the lottery they held, which buyers were required to be
present in order to be considered for the homes in the initial phase. Both John Falk of
Rottlund and Melissa Camicelli. past HRA specialist in charge of this program indicated
that the resale restrictions were discussed at this mating. We do not have any specific
letter addressed to Ms. Aria discussing the resale restrictions, however it has always been
the intent of this program to include the resale restrictions for this project on homes that
received HRA financial assistance.
9
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PLYMOUTR
March 7, 2003
Kristine Aria
13864 52ad Avenue North
Plymouth. MN 55446
Dear Kristine:
We were recemly informed by Hennepin County that the Declarations of Restrictive
Covenants provided to you at your closing are not recordable. For the County to be able
to record these Covenants both the. buyer (you) and the seller (Rottlund Homes) need to
sign a consent form. Since we were informed of this matter, the City has drafted a.
consent form for you and a consent form for Roulund Homes to sign, which accompany
the enclosed Declaration of Restrictive Covenants,
Please review the enclosed Declarations of Restrictive Covenants. After you have a
chance to review this document,.please sign the consent form for the buyer and return the
entire packet to me in the enclosed envelope. After I receive this packet from you. I will
forward the. Covenants to Rotthmd Homes for their signature on the consent form for the
seller.
hue the consent form for the buyer and the consent form for the seller are executed, I
will send you a copy for your records and file the original with the County. In the
meantime, if you have any questions or concerns, please feel tree to contact me at
763/ SW5416 or by e-mail at gonerftnlvntouth rm,us.
Sincerely.
Tracy L. Jones, HRA Specialist
City of Plymouth
Enclosures
PLYMOUTH A *m iruf Tfom to Live
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PLYMOUTFf
July 21, 2003
Kristine Mitt
13864 Vd Avenue North
Plymouth, KN 55446
Dear Kristine:
I was recently informed that you are planning to refinance with U.S. Bank Home
Mortgage later this summer to reduce the interest. rate-andterm of your primary
mortgage. Since you have a first time homebuyer loan with the Plymouth HRA. the
HRA will need to subordinate to the new financing offered through U.S. Bank Home
Mortgage.
As you are aware, the new financing will have to meet the HRA's requirements .for
subordination. In addition to meeting the Swazi subordination requirements, the HRA
will also require that you sign the Restrictive Covenants consent form provided to you on
March 7, 2003 as a condifon of. approval. This is a condition that we will require of all
of our first time homebuyer clients at the Reserve who has not signed the Restrictive
Covenants consent form and request a subordination.
If you have any questions or concerns with regard to this additional requirement, please
feel free to. contact Tracy Jones at 763/ 509-5416.
Sincerely,
es Barnes, Housing Program Manager
Plymouth HRA
i
PLYMOUTH A Beauti{ul 4q to Lim.. -_ _
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Page 1 of 1
Tracy Joftas
From: Traci .tones
Sent Wednesday. Aprti 30, 2003 4:26
Ta James Barnes
Subject ReSMcdW Covenants
Kristine and 1 met to discuss the covenants on her property this naming. She agreed that I had provided a draft
copy of thecovenants to her before dosirq. However, since aha was not asked to sign a consent fain at dosis,
aha beleved there were no covenants on the property. Thus, after discussing the nwttw with her aftomey. she
does not feel oWOW to sign the revised Copy of the covenarhs 1 provided to her.
Let me know if you have arty questions.
7/21/2003
Affordable Housing at The Reserve
Rottlund's plan includes a variety of housing styles for young professionals, families, empty
nesters and retirees. Several housing styles will be available and prices will range between
5134,257 and 5250,000. This development includes 304 "Gable" and "Villa" townhome units.
These units would have a price range from $134,257 to 5180,000. The City's owner -occupied
housing gout is for 21 percent of the new owner occupied units to be affordable to families with
incomes at or below 80 percent of area's median income ($59,760 for a family of four). The
Minnesota Housing Finance Agency (MHFA) uses a standard purchase price of SI 34X7 as the
affordable cost for families of this income for new construction housing. Rottlund has
committed to making 20 percent (128 of the 638 units) of the owner -occupied units with in this
development aiTordable. However, the specific number of units sold under the affordability
threshold would depend on the options purchased by the homeowner.
The City has been awarded 5300,000 fiom MHFA and Metropolitan Council Livable
Communities program to provide need -based gap assistance to potential homeowners. The City.
through the HRA's First Time Homebuyer program has committed an additional 550,000 and
Interfaith Outreach and Community Partners has committed 525,000 for entry cost assistance.
The funds from MHFA and Met Council will be used to bridge the gap between the mortgage
that eligible homeowners can qualify for and the price of the new homes. The grant will provide
funding to ensure that 25 of the 330 units proposed in the first phase would be affordable to
income eligible families. The City will use resale restrictions to ensure long-term affordability
of the homes. The City will also apply for funding for the second phase. }
Homebuyer Assistance:
Affordability Gap Financing dt First Time Homebuyer program $350,000
Maximum per applicant of 520,000
Applicant has never owned a home or not in past 3 years.
Applicant has taken Hone Stretch homebuyer workshops within. past year.
Applicant is able to obtain a primary mortgage from one of the HRA's participating lenders.
Single and married couple applicants must live or work in Plymouth.
Assistance must be used for 500/a of downpayment,100% of closing costs up to 55,000,
and/or reduction of the mortgage principal up to 100/9 of purchase price not to exceed
15,000. Applicant is expected to contribute at least 28% of qualifying income to monthly
payment before assistance is used for reduction of mortgage principal.
Interfaith Outreach and Community Partners 525,000
Maximum per applicant of $5,000
Applicant must be TOCP client or referral and currently live in service area
Applicant has taken Hone Stretch homebuyer workshops within past year.
Assistance must be used for entry costs including downpayment and closing costs, appraisal
and inspection fees, title insurance, and pre -paid costs; or for purchase costs.
CASA Mortgages pending 51,000,000
Applicant has never owned a home or not in past 3 years.
Applicant has taken Hone Stretch homebuyer workshops within past year.
Applicant is able to obtain a primary mortgage through Firstar.
PROGRAM DESCRIPTION
If you are a first time homebuyer and you
want to buy a home in The Reserve, you
may qualify for a prsm that will help
assist in the oasts of purchasing.
This is a zeto interest deferred loan of
up to SM.000, through a second
mortgage with the Plymouth HRA.
Financial assistance can be used for up
to 50 % of the down payment, 100 %
of allowable closing costs and for
reduction of the nwrtpW principle.
Repayment of the loan is required if
the home is sold or no longer
homesteaded within the first thirty
years of ownership.
Applicants will be accepted on a first
cotta first setae basis subject :o the
unit lottery held by RoWurid Hnmcs.
Me future affordability of the home
wig be preserved by resale restrictions
set through Restrictive Covenants
placed on the property.
THE RESERVE
The Reserve is a mixed -income residential
development by Rottlund Homes. It is
located west. of 1494 and north of Schmidt
Lake Road in Osseo School District 279.
For Sales Information, call Rotdund
Hones at (651) 639-0500.
OTHER FUNDING WUURCBS
Firstar CASA Mortgage Program
F"ustar and the City of Plymouth will partner
with MHFA to provide low-interest, first
mo:Wges to income qualified buyers. ') o
qualify for this mortgage program your
household income most be less than SS9,8W
for 14 person households, you must attend
homebuyer training, and secure your
mortgage through Firstar.
Contact Andy Carlson at (952) 591-4295.
Interfaith Outreach and Community
Partners (TOCP)
Interfaith Outreach has $25,M available to
further assist low-income homebuyers with
purchasing homes in The Reserve. This
grant funding is up to $S000 per household.
To qualify you must be a current TOCP
client or reside in their service area and mat
income limits.
Contact Andres Drennan at (952) 473-2436.
rpPlymouth HRA
3400 P"Me tura.
Ptd MN 55447
Pham (703) SODM10
Fax(753)5094W
Office hours are 9:00 a.m. to 4:30 p.m.,
Monday through Friday, except holidays,
1z
I
AFFORDABILI'T'Y
GAP FINANCING
AT THE RESERVE
Plymouth HRA
Funding for this program is provided by
Minnesota Housing Finance Agency,
the Metropolitan Council
Livable Communities Progruq and the
City of Plymouth.
HOW TO PARTICIPATE
L Make Sun You're Eligible. The first
step is to determine if you an eligible.
See the Eligibility Criteria.
Be Selected for Purchase. You must
register in the lottery, be selected, and
set a.asks appointment with Rotdund
Homes.
3. Educate Yourself- Time neat step is to
attend the Homebuyer classes provided
by CA.S.H. You must attend the Hasa
S/rzyrh classes ss well as a peta.mal
counseling session. Register for the
classes by calling (952) 933.9639. The
information provided in the sessions will
help you determine if owning a home is
right for you.
4. Get Pre -Approved. You will need to
meet with one of the approved lenders
to get pre -approved for a mortgage.
The lend r will also work with you to
determine the mortgage product that is
right for you.
S. Apply to The HRA. After you are pre-
qua4fied, you tan submit an application
for the Affordrlility Gap Financing.
Can the Plymouth HRA at (763) 509-
5410 for an application. HRA staff will
den work with you and your lender to
coordinate the assistance. Your
application must be mceived no bier
than two weeks before your closing
ELIGIBILITY CRuBit A
a You must be a fans time homebuyer. (Not
named a home in herr three years.)
a You muat buy a home in 7be Reserve
a You must agister and attend all
honrbuyer-trakft sessions at
Canmamity Action for Suburban
Hennepin (C.A.114.) prior to signing a
purchase W --ML ft Escepuirns)
a Your household income must ant
eneed Rated income limits. This is
based upon yourgross earnings and
incudes all income received, such as
wages, child support, alimony, etc.
Income limits sue revised yearly.
LrBmlyAu
1
A m aUncTtmC
5 36,750
2 f 42,000
3 47.250
4 f 52,500
S 56,700
a Your household must include dependent
children and/or disabled persons, or you
must be living or working in Plymouth if
you an a single individual or married
couple without dependents,
Use only listed participating lenders for
mortgage commitment.
PARTICIPATING LENDERS
a Firetar **
Andy Carlson, (952) 591-4295
1730 Plymouth Road S, #301
Minnetonka, MN 55305
Firstar is Rotdund's designated lender for
this development. See back for Other
Famding Rewurces for more information.)
Ben Mortgage
Rita Brooks, (952) 591 -IM
1000 Shchud Parkway #500
Minnespolis, MN 55426
Irwin Mortgage
Gwen Berg, (952) 546.1 S20
5100 Gamble Drive, #470 -
St. Louis Park, MN SS416
Residential Mortgage Group, Inc.
Fain Kline, (952) 593-1169
6465 Wayzata Blvd. #720
St. Lo pis Pule, MN 55426
US Bank
Barb Grshsm, (612) 752-4140
2339 Central Avenue NE
Minneapolis, MN 554111
Voyager Mortgage
Perry Flasher, (651) 490.5150
6 Pine Tree Drive Suite 150
Arden Hills, MN
Wens Pargo Mortgage
Brian Warhol, (763) 424-1400
7373 North Kirkwood Court
Maple Grove, MN 55369
0
Program Features
Zero interest.loan-
Aj 30 year.term
w Second mortgage on prope!ty
a Repayment required if move.within 30 years -
Restrictive Covenants laced on prope to . p p pY
restrict the resale price
04
Application Process for The Reserve Affordability Gap Financing
The Plymoub Housing and Redevelopment Authority (HRA) was awarded an Affordability Gap
Grant from the Minnesota Housing Finance Agency and the Metropolitan Council Livable
Communities Program. This $275,000 funding is available to 25 households purchasing Villa
townhouses in The Reserve developed by Rotthnd Homes. An additional $75,000 is available
from the City of Plymouth through its First Time Homebuyer and Affordable Housing
Development programs.
All finding will be loaned to low income households where needed to make up the difference
between the cost of thetownhouse and what. the homebuyer qualifies to purchase. The Plymouth
HRA will make these zeo-interest, 30 year, deferred loans to income qu-'-Igrd buyers. The
loans will be provided at a minimum amount of 53,000 and a maximum amount of 520,000. The
future affordability of the townhouses will also be preserved by resale restrictions. The financial
assistance must be used:
To pay up to 500A of the downpaymem;
To pay 10096 of eligible closing costs not to exceed 55,000; and/or
To reduce the mortgage principal up to 100/6 of the purchase price to a maximum of 315,000.
Borrowers are expected to contribute at least 28% of their gross qualifying income toward
their monthly payment before Plymouth's financial assistance can be used for reduction of
the mortgage principal.
The Reserve is located west of 1-494 and north of Schmidt Lake Road. It is located within the
Osseo School District 279. The Villa townhouses are attached townbomes consisting of eight,
two-story units with square footage ranging between 1,225 and 1,450 square feel The units are
two bedroom, l K bath, split level homes.
In order to qualify for consideration of an Affordability Gap, applicants must meet the following
eligibility requirements:
Current maximum total household income as follows:
1 person household maximum is 536,750
2 person household maximum is $42,000
3 person household maximum is $47,250
4 person household maximum is 552,500
Applicants must complete First Time Homebuyer education classes through Community
Action for Suburban Hennepin (CASH).
Homebuyers must be able to secure a first mortgage from an approved lender for a sufficient
amount to purchase the home.
Nu °be. an income qualified first time homebuyer who currently lives or works in Plymouth
Each preference category is worth one (1) point. The maximum points any one family could
receive would be five (5) points. Families with the highest point totals would be selected
first. A drawing or lottery will be held to rank applicants within each of the preference
categories should funding not be available for all applicants.
Applicant with dependents under age 18
live in Plymouth at least 30 days prior to closing
Head or co-head has primary, long-term employment in Plymouth
Currently holding a Plymouth Section 8 Voucher
Never owned a home (versus having owed a home over three years ago)
I. Complete and mail registration of interest form to the HRA by May 2S, 2001. The
registration form is attached You must send in this form to receive additional information.
2. Complete all First Time Homebuyer Classes from Community fiction for Suburban
Hennepin (CASH). The class schedule is enclosed.
3. Provide letter ofpr"ualification for a first mortgage from an approved lender.
4. Submit application with pre -qualification letter and Homebuyer Class Completion Certificate
to the HRA by May 25, 2001
Steps 2 through 4 must be completed by February 28, 2001 to be eligible. No exceptions will be
made. Priority will be given to applicants with a score of 5. If more than one application with a
score. of 5 is received by May 25th, a lottery will determine who will be offered the first chance:
to purchase the home. Alternates will also be selected in the event the first applicant selected
does not purchase the home.
cut tore and marl...................................................
Name:
Address:
Registration of Interest Form
For The Reserve Affordability Gap Assistance
Day Phone:
Evening Phone -
Does you or your spouse currently work in Plymouth? ( ) yes ( ) no
If yes, for whom:
Have you ever owned a home? ( ) yes () no If yes, when?
Do you have any dependent children living with you? ( ) )—= () no If yes, how many?
Do you currently have a Section 8 Voucher? ( ) yes ( ) no
How many people are in your household?
What is your approximate annual total household. income? (include all sources such aswages,
social security, child support, etc.)
o
The following pages were taken from the Single Family Super RFP
Application for The Reserve that was submitted on August 7, 2000.
J
Project summary
The Plymouth HRA is applying for affordability gap assistance for 25 of the 104 new
townhomes in the first stage of construction in "The Reserve", a new mixed income residential
development. The completed development will contain 627 single family homes and 360
sVetmems. It is a perfect opportunity to provide urgently needed affordable housing on a large
scale. Weare applying for assistance to utilize the affordable homeownership opportunities in
The Reserve to enable low-income households become homeowners. The long term affordability
of the homes will be maintained through the use of resale restrictions. By providing gap
assistance we propose to increase the availability of affordable homeownership opportunities for
low income households.
Regional Investment Guidelines
Metropolitan Housing Implementation Group (MEUG) Selection Criteria is met by the following:
Threshold Criteria:
Homeownership units utilizing gap assistance will be affordable to households with incomes
at or less than 80% of area median income. Price ranges of the homes receiving gap
assistance will be from $120,000 to the NWA maximum sales price.
v
The project is consistent with the housing element of Plymouth's comprehensive plan and its
action plan for carrying out negotiated housing goals. It is consistent with the current plan
and the proposed plan that is in the process of adoption. The project addresses the goal of
providing opportunities for the development of high quality housing that is diverse in terms
of ownership, price, type and style. The plan encourages the support of projects and
programs to meet Plymouth's needs for low and moderate -income lifecycle housing
opportunities. The action plan also identifies the need to supplement existing city programs
with programs from the bWA. HUD, and Metropolitan Livable Communities.
Competitive Criteria:
Plymouth has exceeded its negotiated affordable rental goals with Met Council, which
requires 35% of new rental housing to be affordable in Plymouth.
The proposed project promo!es economic integration by providing a wide range of house
prices and styles that will be owned by households within a wide range of incomes. Overall,
sale prices will range from $120,000 to 5250,000.
The proposed project promotes linkages among public facilities and sources of employment,
services. and transportation with affordable housing. The homes are extremely well located,
it proximity to facilities, employment, services, and transportation. The Reserve will include
pedestrian and bike paths linked to Regional Trails throughout the development that will
encourage the use of non -motorized transportation Them: will also be an on-site transit stop
that will facilitate the use of public transit. Additional information on these linkages is
provided in the sections on Smart Growth and Inclusionary Housing.
I, Location Specific. Criteria is met by the following:
The project will promote economic integration in an area that has a very limited number of
homes that are affordable to lower income households. As shown on the 2000 Residential
Assessed Property Values Map in the appendix. there are a limited number of homes
affordable to lower income households. An eves smaller number are actually available for
sale. By providing affordability gap assistance, the Project will increasethe number of low-
income households that are able to purchase affordable homes.
Additional MHIG Funding Criteria - Inclusionary Housing Account
Plymouth participates in the Livable Communities Act Local Housing Incentive Program,
has negotiated housing goals with Met Council, and has identified to the Council the actions
it plans to take to mat the established housing goals. Plymouth has recently updated its
Comprehensive Plan, which includes a new Housing Plan. The updated plan has been
reviewed by the Metropolitan Council and is scheduled for formal adoption by the City
Council in August The Plan identifies actions the City plans to take to meet the established
housing goals. A copy of the existing plan is located in the appendix.
Plymouth is actively involved in pursuing various ways to meet our negotiated affordable
Iand life -cycle housing goals. A recent example of these efforts is the creation of a TIF district
1 to enable the production of affordable homes at the Village at Bassett Creek Townhomes.
Plymouth has supported and assisted the creation of new affordable rental housing including
the Shenandoah Woods and Lakeview Commons low-income tax credit developments. The
City and HRA are actively pursuing affordable housing opportunities in negotiations with
several developers who are proposing new housing developments in the City.
All 25 units proposed for gap assistance will be affordable to households with incomes at or
I
below 90% of area median income. We also expect that gap assistance will allow several of
these homes to be purchased by households with incomes under 60% of area median income.
Cost savings from regulatory incentives are reflected in the sale price of the homes. The use
of a Planned Unit Development (PUD) is the mechanism that the City is using to encourage
cost saving measures through site design flexibility. Currently the site -plan includes reduced
setbacks and narrower streets (22') in order to reduce costa and create higher densiries.
Specific cWsavings for a- - width reductions are identified on the Financial WorkshecL
There will also be additional savings realized from the reduced setbacks and paddng
requirements however the specific amount of savings is unquantifiable until the final plat is
approved and the developer obtains construction quotes.
I • Resale restrictions on the ."S homes will be used in order to recycle the public investment.
Additionally, all assistance provided through the HRA's First Time Homebuyer Program
requires repayment if the home is sold within 30 years. A copy of these documents is
Iincluded in the appendix.
The project emphasizes economic integration. This is addressed in the sections on Project
Specifics. and Inclusionary Housing Requirements.
August 2001, we will wait to submit the CASA application until spring. A letter of support from
the lender is included
In order to assure long term affordability, resale restrictions will be used for the homes assisted
with gap financing. The main features included in the resale restrictions are: Rage to an
ince qualified buyer at an affordable price (restricted by the average increase in sale prices,
less any appreciated assistance provided to the buyer); Right of First Refusal to HRA on re-
sales; and HRA tmapture of original assistance plus appreciation attdbuWle to assistance upon
resale. The City Attorney's office is in process of revising our most recent resale restrictions that
were used at the Village at Basset Crede Townhomes. We anticipate the restrictions to be very
similar, although we are considering revisions to mate them more restrictive. A copy of the
current restrictions is included. All repayments received will be recycled into the non-CDBG
Affmdable Housing Development Amount and used for future affordable housing development.
Action Time frame
Site Plans Completed
lrn" onmem Assessment Worksheet Completed
Public Heating on rezoning, PUD and September 2000
Preliminarypial.
Council approval of rezoning, PUD, October 2000
and preliminary plat
Marketing of homes and assistance OctobwWavember 2000
programs begins
Applications for assistance accepted November 2000 — February 2001
GradinglSite work begins November 2000
Site work completion Spring 2001
Building Conmiction April — July 2001
Purchase Agreements signed Spring 2001
Closings begin August 2001
Construction Completion on first
phase 104 homes Fall.— Winter 2001
Full build out of entire development 2005
figyposed 627 homes
The first phase of the project will easily be completed within the 20 months deadline. As
shown above, all 25 closings in the first phase will begin in August with completion by
winter 2001.
The impact of the project is the development of homes where homeownership opportunities
are scarce for low -moderate income families. The City and Rottlund Homes both
admowledge the need for affordable housing and are aggressively working toward
integrating affordable units in The Reserve. The proposal is being planned to exceed the
City's minimum affordable housing goals of 35% for rental and 21% for owner -occupied
units. The City, the Plymouth HRA, and Rottlund Homes will work together to provide
innovative financing and marketing programs to make these homes more affordable and to
I-
EXHMIT H
DECLARATION OF RESTRICTIVE COVENANTS
THIS DECLARATION OF RESTRICTIVE COVENANTS (this "Agreement") dated as of
19_, by The Rottlund Company, Inc. (the "Initial Owner") is given.to
the City of Plymouth, Minnesota (the "City").
RECITALS
WHEREAS, the City entered into that certain Contract for Private Development between the
City and the Initial Owner, dated as of June _,1998 (the "Contract"); and
WHEREAS, pursuant to the Contract, the Initial Owner is obligated to cause construction of
certain housing units on. certain property in the City and to cause compliance with certain
housing affordability covenants described in Section 4.3 of the Contract, all in consideration of
certain tax increment financing assistance provided by the City to the Initial Owner as described
in the Contract; and
WHEREAS, the Property (as herein defined) has been purchased with "enhanced financing" as
defined in Section 4.3(4) of the Contract and, therefore, the Initial Owner is required by the
Contract to execute this Agreement in connection with the sale of such Property, and
WHEREAS, the. Initial Owner under this Agreement intends, declares and covenants that the
restrictive covenants set forth herein governing the transfer of the Property shall be and are
covenants running with the Property for the term described herein (for the benefit of the City and
all future Owners of the Property) and binding upon all Owners of the Property for such term,
and are not merely personal covenants of the Initial Owner.
NOW, THEREFORE, in consideration of the promises and covenants hereinafter set forth, and
of other valuable consideration, the m4eipt and sufficiency of which is hereby aftowledged, the
Initial Owner agrees as follows:
Section 1. Definitions. In this Agreement, unless a different meaning appears from the
context:
Additional Disbutsement(sr means the dollar valuation of any amounts disbursed by the City
to protect its interest in the Property, that have not been reimbursed by the Owner, plus interest
on such amount at a rate of eight percent (80/9) per annum.
The "Average Percent Increase" is the total percent increase in Average Sales Price from the first
year of the Calculation Period to the last year of the Calculation Period, divided by the number of
years in the Calculation Period.
511
C.
DATE: August 14, 2003 for Housing and Redevelopment Authority Meeting of August
21,2003
TO: Plymouth Housing and Redevelopment Authority
FROM: Tracy Jones, HRA Specialist, through J94=6 Housing Manager and Anne
Hurlburt, Executive Director
SUBJECT: Draft Subordination Policy Revisions
BACKGROUND:
The Plymouth Housing and Redevelopment Authority (HRA) operates a First Time Homebuyer
Program and a Housing Rehabilitation Program, which are funded through Community
Development Block Grant (CDBG) Funds. Both the First Time Homebuyer and Housing
Rehabilitation Programs have program guidelines that were revised in February 2003. However,
after two recent subordination requests, one of which was discussed at the July 17, 2003 Board
Meeting, staff has drafted additional language that should be added to the subordination policy
sections of the program guidelines. Based on this review, the following changes are being
recommended.
PROPOSED CHANGES:
Stab two c to the subordination he sections of the First Time HomebuyerproposeshangerpolicyY
and the Housing Rehabilitation program guidelines. The. fust proposed change addresses cash
out refinances and the second proposed change addresses the responsibility of the borrower(s) to
correct any errors and omissions relating to their loan.
Our current guidelines state that at least 809/6 of cash received from a loan refinance must be
used for home -improvement related expenses. Under the fust proposed change, language would
be added to the subordination policy sections of the First Time Homebuyer and Housing
Rehabilitation program guidelines giving the HRA's Executive Director discretion with this
requirement. Specifically, the new language would give the HRA's Executive Director authority
to waive the 809A requirement, without Board action. if the fust time homebuyer and/or housing
rehabilitation client is able to prove that the proposed refinance would significantly improve their
overall financial situation.
1
Under the second proposed change, language would be added to the subordination policy
sections of the First Time Homebuyer and Housing Rehabilitation program guidelines requiring
the borrower(s) to correct any errors and omissions relating to their loan.. Specifically, the new
language would require the borrower(s) to correct any errors and omissions relating to their loan
as a condition of the HRA granting a subordination request. This requirement would include but
not be limited to documents that were not signed (but the intent was to have them signed),
documents with clerical errors and/or documents that were lost or destroyed.
1 recommend that the Plymouth Housing and Redevelopment Authority Board of
Commissioners approve the drag subordination policy revisions for the First Time
Homebuyer and the Housing Rehabilitation Program Guidelines.
ATTACHMENTS:
1. Resolution 2003-13
2. Draft First.Time Homebuyer Subordination Policy Revisions
3. Drift Housing Rehabilitation Subordination Policy Revisions
NAConwr-dty Dn*4w eotWOUSINGWRA%STAFFREPMtM20a Mmft SWmdk dm Policy RevWAW 082143Aoc
W
2
i
J
HRA RESOLUTION 2003-13
APPROVING REVISIONS TO THE FIRST TIME HOMEBUYER AND THE HOUSING
REHABILITATION PROCEDURAL GUIDELINES
WHEREAS, the Plymouth Housing and Redevelopment Authority operates a First Time
Homebuyer Program and a Housing Rehabilitation Program funded by Community Development
Block Grant (CDBG) fiords; and
WHEREAS, the First Time Homebuyer Program and the Housing Rehabilitation Program are
administered according to the policies of the Procedural Guidelines; and
WHEREAS, staff has revised the Procedural Guidelines to comply with all federal regulations
and to meet the housing goals of the City of Plymouth and the HRA;
NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE HOUSING AND
REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF PLYMOUTH,
MINNESOTA, that the Authority approves the attached revised First Time Homebuyer and
Housing Rehabilitation Procedural Guidelines and rescinds all previous versions.
Adopted by the Plymouth Housing and Redevelopment Authority on August 21, 2003.
J
MM
0
DRAFT' FRST TIME HOMEBUYER SUBORDINATION POLICY REVISIONS
i
i
the homeowner a copy of the Satisfaction as well as the original Promissory Note indicating it
has been satisfied.
Forgiveness of Indebtedness
Indebtedness of the principal shall be forgiven at a rate of 10 percent of the original ptinciFal
amount per year commencing at the end of that twentieth year of the HRA mortgage. The loan
will be completely forgiven after the thirtieth year. At the time of forgiveness, the HRA will
prepare and execute a Satisfaction of Mortgage. The Satisfaction of Mortgage will be recorded
with Hennepin County by the HRA. At the request of the homeowner, the HRA will send the
homeowner a copy of the Satisfaction as well as the .original Promissory Note indicating it has
been satisfied.
Subordination of Mortgages
The HRP. may subordinate the First Time .Homebuyer Program loan. The HRA will review and
respond to all requests for subordination within two weeks of the application date. The new
racer must provide the following information before a request for subordination will be
considaed.
Proposed loan amount and interest rate.
Reasons for new financing and use of proceeds by amount. If financing will be used for
home improvements, specific information on the proposed home improvements must be
provided-
Amount of cast .ut to borrower, if any.
Reason(s) for cash out to borrowcr, if any.
Hood Faith Estimate.
Effective Data of current first mortgage, if any.
Cvr ent principal balance of first mortgage, if any.
Copy of apj- aisai.
Most recent assessor's market value of property.
Types and Amounts of any other indebteeness on property.
Date the First Time Homebuyer loan was filed with County and document number.
Household's verified income and size.
Full name, address, telephone number and contact person of the new lender.
Date subordination agreement is needed (must be at least two weeks from the date of the
request).
lformation provided will be analyzed to determine the appropriateness of subordination of the
IRA's mortgage. The following criteria must be met before subordination of the loan can be
approved.
All current and proposed property liens, including the First Time Homebuyer loan, equal less
than 95 percent of the appraised value of the property.
The suLordination is necessary to refinance the principle balance of existing prior lien on the
property plus any costs to finance additional eligible home improvements. At least. 80
percent of the cash received from any loan refinance must be used for home ;mprovement
related expenses, leaving the borrower with the remaining 20 percent to be used for other
expenses or debts. The. HRA's Executive Director may waive this requirement. without
9
Board action. if the: first time homebuyer is able to move thatthe proposed refinance would Isignificantlyimprovetheiroverallfinancialsituation.
i • All eligible improvements required by the HRA under the Home Rehabilitation guidelines
must be done as part of any proposed financing before any funds are used for other
improvements or consolidation of other debt into the new financing as a condition of the
subordination.
The uses for the new financing must be justifiable as an appropriate use of public funds to
warrant subordination of the public funding.
The household income of the homeowner must not be greater than 125 percent of current
CDBG maximum income guidelines. Current guidelines are approximately 90 percent of
metropolitan median income as determined by HUD.
The borrowyrfsl must correct anv errors and omissions relating to their loan as a condition of
the HRA granting a subordiortion request This requirement would include but not be
limited to documents that. are not signed (but the intent was to have them signedL documents
with clerical errors and/or documents that are missing or destroygid
J
If the above criteria are not met, the HRA will not subordinate its mortgage. The client can then
obtain financing that is subordinate to the HRA1's mortgage, pay off the HRA's loan as a
condition of the new financing, obtain non -mortgage financing, or forgo the additional financing.
Appeals r-qarding interpretation of this Subordination Policy may be made in writing to the
HRA's, h xudve Director and then to the HRA Board of Commissioners. Appeals that clearly
do not meet the subordination requirements will not be considered.
Targeted Funding
At various times, the HRA may target Program funding for purchases in specific developments.
Applicants purchasing in those developments would receive Program funding prior to all other
applicants.
Modification and Termination of Program
The HRA may modify or terminate the Program as it deems appropriate or as required by HUD.
Once the HRA has pr3vided financial assistance and the mortgage executed., financial assistance
shall not be rescinded except as provided for in the executed HRA mortgage and promissory
note.
10
DRAFT HOUSING REHABILITATION SUBORDINATION POLICY REVISIONS
c
Repayment of Assistance
Repayment of the defend payment loan shall occur upon the earliest of:
Sale, transfer, or conveyance of the property
The property ceases for any reason to be the loan applicant's principal place of residence.
At the time of repayment, the HRA will prepare and execute a Satisfaction of Repayment. The
Satisfaction of Repayment will be sent to the Title Company (if erre is involved in the
transacaon)6 who will be responsible for recording the Satisfaction with the County. If a Titre
Company is not involved the HRA will cause the Satisfaction to be recorded. At the request of
the homeowner, the HRA will send the homeowner a copy of the Satisfaction as well as the
original Promissory Note indicating it has been satisfied.
Forgiveness of Indebtedness
Indebtedness of the principal shall be forgiven at a rate of 10% of the original principal amount
per year cor -nencing at the end of the temp year. of.the HRA. loan. The loan will be completely
forgiven attar the twentieth year. At the time of the forgiveness, the HRA will prepare and
execute a Satisfaction of Repayment. The Satisfaction of Repayment will be recorded with
Hennepin County by the HRA. At the request of the homeowner, the HRA will send the
homeowner a copy of the Satisfaction as well as the original Promissory Note indicating it has
been satisfied.
Subordination Policy
A. The following information must be provided before a request for subordination can be
considered:
1. Current first mortgage balance, interest rate and term
2. Reasons for new financing (or use of proceeds from new financing)
3. Proposed Than amount and interest rate and term
4. Tile wont for proposed loan
5. Copy of appraisal
6. Most recant Hennepin County market value of property
7. Information on other loans on property, including balance, rate and tens
9. Date HRA loan was filed with County and document number
10. Full name, address, phone number and e-mail address of new lender
11. Good Faith Estimate from new lender
B. Information.provided will be analyzed to determine the appropriateness of subordination of
the HRA's mortgage. All of die following criteria mast be met before subordination can be
approved:
1. All current and proposed property liens equal less than 95% of the appraised value of the
property.
29
IN
2 -The subordination is necessary to refinance the principle balance of existing prior liens on
the property plus related costs and finance additional eligible home improvements. Up to
20% of the net proceeds of the loan may be used for other uses. Loans to Stance home
itriprovem nts will only be subordinated if most of the improvements are eligible under
the Home Rehabilitation Program Guidelines. The HRA's Executive Director may waive
this reouirement. without Board action. if thee housin¢ rehabilitation client is able to Drove
that the prol}osed refinance wouldsignificant:v improve their overall financial situation.
3. All eligible improvements identified as needed by the HRA under the Housing
Rehabilitation Program Guidelines must be done as part of any proposed financing before
any funds are used for other improvements or consolidation of other debt into the new
financing as a condition of the subordination.
4. Subordination must be justifiable as an appropriate use of public fiords and in tams of the
purpose of the original loan to provide assistance :o income qualifying persons without
the means to maintain their home.
S.. The bonowedsl must correct arty errors and omissions relatine to their loan as a
condition of the HRA granting a subordination request. This requirement would include
but not be limited to documents that are not signed (but the intent was to have them
shmedl documents with clerical errors to d/or documents that are missing or destroy.
C. if the above criteria are not met, the HRA will not subordinate its mortgage. The client will
thea need to either obtain financing that is subordinW. to the HRA's mortgage or pay -of the
HRA's loan as a coridition of the financing.
D. Appeals regarding interpretation of subordination requirements may be made in writing to the
HRA's Executive Director and then to the HRA Board of Commissioners. Requests far
appeal, which clearly do not meet the subordination requirements, will not be considered.
Targeted Funding
The HRA will also set aside a portion of the budgeted rehab funds to be used for Small Repair
Grants. The amount of funds will be set by staff based on anticipated demand for the program
and balance of rehab fund.
ModUlcatioa and Termination of Program
The Plymouth HRA may amend the Procedural Guidelines from time to time by issuance of
revised pages, which shall be effective as of the date of issue, or such later date as the
amendment shall specify. Administrative memoranda may also be issued which discuss policy
interpretations, clarification of procedures and other administrative matters.
Additional Funding Requirements( Provisions
30
I
a
DATE: August 14, 2003 for Housing and Redevelopment. Authority Meeting of August
21, 200:3
TO: Plymouth Housing and Redevelopment Autthhon
FROM: Kristine Aritt, HRA Specialist, thmughiGn aes, Housing Manager and Ann
Hurlburt, Executive Director
SUBJECT: Strategic Planning Evaluation of Current Human Services
BACKGROUND
As part of the HRA's Strategic Plan, stats has completed the evaluation of current human
services agencies and compiled a list of agencies serving our community.
The objective of identifying the resources is to work with local social and community service
agcceies to identify needed services within the city. Current services receiving HRA and City
funding will be annually evaluated to ensure: that they complement other priorities within the
Strategic Plan and other City objectives. This will be done by maintaining a listing of human
service providers in the community.
A detailed description of each of these services and programs they provide, are provided on
attached spreadsheet. Services shaded in grey are those, which are: located wie in the City of
Plymouth. This spreadsheet will be included in the information provided to our fust time
homebuyer and rehab clients, as well as to residents needing information on these set. ices. Stats
will update this on an annual basis.
1 recommend that the Plymouth Housing and Redevelopment Authority Board of
Commissioners provide staff with feedback on areas within this report they would like to
foeas on in. the 2004 CDBG Action Plan.
ATTACHMENTS
1, Plymouth Human Services spreadsheet
1
reeoumen for the
Plymouth Cominunity,
as. or en 1103 - • -- — _ _ --- -,
Catenonf Agent:v___
Aeslstanee Intertalth Outreach
Daeondancr _ 'Ark Counseling of Plymouth
Hezelden Treatment Center for Youth 8 '
t - Greator Minneapolis Day
Icare
Association
KIds Care Connection
I 41 ".. 0.. o I G
Learninig Link-Wayzota Public Schools
Hsis GCourroeling_--- — -- Crisis
Connections -
eveloomental Disablllties Hammer Residences
I n
omestic Aseauh Honto Free Shelter ,
skms Inc. Programs (Home Free Sheller)
meraencv Asslsbnee Services • Hennepin County
amlly Servleas - - - Bethany Christian Satvlces
Phone - - Services Provided
I.888.577.2227IBudget Counseling and financial education sessions are offered through a partnership
with Lutheran Social Services. Services are free of charge. Repayment plans for credit
card debt consolidation are also offered for a minimal lee.
952.473.2436 Recruitment of car loners, car dealers and car repair partners who developed the^
Independence Day Car Fund.
7G•3S9.5677 Outpofientchenriwl depeiuleney trealmcnL primarya8mearo. family counseling, and
multiple DWI treatment and anger management counseling. Fees aro either insurance,
county assisted or self•pay with a payment plan_ _
763.509.3800 4 -day outpatient parents program for parents of youth ages 14.25 with alcohol and drug
problems. Services include a 26 -day in-patient mental health program, and outpatient
programs on an individual basis. Fees are paid by insurance, county assisted or self -pay
612.348.5977 GMDCAservesPlymouth familieswho areeligiblefor child care assistance through
Hennepin County's sliding fee program. This is a temporary supplement to the program
which assists families with childcare payments until their name comes up on Hennepin
49 _
County's waiting
76list.
3.4.0600 Tuition assistance program fendaycare expenses for eligible low andel moderate -income
Plymouth families. This program is specifically for families who are searching for a job•
employed but not on the Hennepin County childcare subsidy wailing list, or %tic have
qualified for support through Interfaith Outreach for Community Partners (IOCP). _-
763.745.5293 Tuition assistance lot families in the Wayzata Public School District to allow low to
moderate -income families the opportunity to have their children attend select pre-schools
at a minimal co;L _ _ _
612_379.6388 A 2-hhoury7•dey per_week phone hne Lor crisis counseling
952.473.1262 S irves 123 people with developmentaldisabilities and related conditions such as
cerebral palsy, epilepsy and traumatic brain injuries. Twenty-four homes and two
ap3dment programs are located in the communities of Wayzata, Plymouth, New Hope.
St. Louis Park, Minnetonka and Maple Grove.
763.5599006 Temporary emergency shelter from domestic assault, 24-hour phone line forphone
ceunselirg seivks for questions and legal concerns.__ ._
763-54y70B0 Emergency shelter and advoc&' for battered women and their children. Informationand
advocacy within the legal, social service• mental health, and court systems for battered
women in the northwest/west Hennepin County area. Provides residential housing for
women and men who are chronically chemically dependent and able to maintain sobriety
during their stay. Community resource services also provided. There are no fees
involved lar any services provided.
952.541.6271 Provides services to the HennepinCountycommunityin situations whore emergency
financial assistance is needed. Limited financial assistance provided for damage deposit,
rent, mortgage assistance, child .:are, utilities. These programs are needs -based and
citizens must be income -qualified. There are several types of assistance provided.
703.553-0341 Temporary foster care fol infants a toddlers whoseparents are making --
adoplia"arenting decisions. Offers adoption services• family assessment, placCmer 1,
education and an adoptive support system. International, domestic and Minnesota
Wn ring pr gtams are available.
952.939.03981 firtrs a variety of family services for children and youngadeps with special needs,
prevention and early intervention services, mental health and family services and
Food lWayzalalPlymoulh. Meds on Wheels ' •+
Program
763-553.7782 Hol noon lunches delivered to the home M.F. Special diets aro available on a limited
basis. Services are based an need and may be in the form of a reduced bill or in some
coxa, free of charge_
interfaith Outreach Food Shell 952.473.2436 Food shell for all thosein the TOCP service area. Food is distributed to Giants on certain
hours and days of the weak, There is no cost to use Ih0 food shelf. Contact Interfaith
Outreach to meet with o cox counselor in order to utilize the loud shelf. _
General Services Ilennepin County 612.348.3000 Main phone number to callto access a variety o' xrvices offered through the wanly.
Fees varybaxd on they nature of Me services. _
Interfaith Outreach 952-173-2438 Provided citizens of the TOCP service area assistance with a wide range of assistance
such as emergency xrvirRs. clothing, foal, basest assislaneo. Ilnusing, health care
resources, mental health cencerns, employment assistance, legal concerns, and long
term goals_ There are no lees involved for services provided. _
PRISM 763.57.9.1350 Provides assistance with emergency situations. Ao0d, emotional stability, employment
assistance, transportation, Gothing, car loans at zero interest, and limited financial
assistance to those in their service arca. There are no fees Involved for services
provided.
Mousina Assistance Programs Community Action for Suburban Flennepin
C.A.S.H.)
952.933.0639 Community Action for Suburban Hennepinisa community action egency'.+orkinp in all of
suburban Hennepin County to improve the lives of low-income people. Offen services to
individuals through outreach, homeownership services and financial eounselinp. Fees for
services provided vary. A home -buying workshop is offered at a lac of E20.
IllousingLink 61 2.522-2500 ferjwrMopT•baseA mn•prohl working to incraas scu:ssibi4lY to attradabw rental honing information.
Maintains an edddaMo housing directory, vacancy list end other reYr:ecM to assn (hose in need of
rsinhe Twin Cities ores. Websiw provides camyMensive information,_ in t
Loaat Service_ Central MN, Legal Services
hog
612.337.•8151 IProvidos civil legal services to low-income persons in 20 counties in Central Minnesota.
Provides for the basic legal needs of (amities and children vulnerable to abuse, violence,
neglect. homelessness or major economic disruptions in (heir lives. Clients receive legal
services at no cess, unless (here are court fees that cannot be waived. Helps eligible
Giants Through direct reprosontalion, brief adviCP., and through participating in community
legal cduralion IL, -,ams.
The Hennepin Corr -'y public defender may appear for and defend 08 persons with anyHennepinCountyPublicDefender812.30.7530
aims, petty misdemeanor, or ordinance violation in such county and may appear for and
appear for all persons in juvenile court in such county who are linanrisll urrahk to employ
counsel,
763.5 1.08033 Provides the community with an alternative method of resolving Aisputes through the useHennepinCountyMediationProgram
6_
o/medi tion.__
Lnvryr-r referral and information services. Connections to over 200 private attorneysLowfeeFamiryLawPrnieU812.752.686(3
practicing in over 50.. rqi; of law. Connections to legal and social services proviAed_
Volunteer Lawyers Network 1312.752.6677 Client intake line servos legal meds to low-income imlividuals for civil and legal services.
Pecs are based an Income.
Hennepin County MedicalAssistance 612.596.1300 pliers a variety of medical assistance programs fo qualified individuals or lam!Ics in
nerd. Prescription Drug Program assists .nN seniors (age 65•) assistance with the costs
ul prescription drugs (application available throrgtt I Irnnrpin County or by calling 1-800•
inmc•It:tsod. 333-24]3). Fees for Minnesota Caro are ce
MN.Comprchensive Health Care Association 651.682.5290 Assists (hose who are denied medical insurance due to a pre-existing rendition
Mulltlinaual Phone Referral
System
Children enAFarnity Services (Seale o1 MN) 651-297-3878 Provides accessfor English Language Learners ([LL) io child care programa
administered through the MN Dept of Children. Families, and Learning. Specifically x:
up to provide referrals to county child caro assistance programs and child care resource
and referral o envies around the stole.
Rental Cori.- -.rs HOME Line 6112-72111-5770—.naffed by attorneys and volunteer advocates IG assist with questions and/or legal vi
representation to renters faced with eviction as pail of (heir Homelessness Prevention
Program. Attorneys also make presentmions to high school students about the realities
of becoming a renter. A tenant advocacy hotline. There is no fee for any of the services
TRAILS
o.: .a -,: " . •
763.509.5410
provided.
Provides case management and employment services to Section 8 program participants. 9e11•Sufficlencr Assistance
The voluntary program offers one one one counseling, financial management, skill
O' t; assessments• job search and other services. Provides a financial incentive to
participants to increase their earned income and become self-sufficient. There are no
fees involved for services provided. Clients much first go through and enrollment process.
Senior Service's I3enior Services 763.504.6984 Offers a variety oP community-based activities and services. Transportation to
appointments• classes, involvement in community and school activities, housecleaning
and seasonal chores, live-in assistance and a pet program. Fees associated with the
program are income•based, however• there are free services by volunteers In the spring
and fall months such as painting and lawn rare.
Handyworks 612.721.8887 A program through theGreater Minneapolis Council of Churches to assist seniors with
chores such as snow removal, lawn mowing, housekeeping and minor home repairs.
Seniors Choice At Home 763.546.1599 Meal preparation• light housekeeping• laundry, ironing, shopping and errands, reading
and writing biters, walking and bathing assistance, dairy reminders . nd respil care. Fees
Special Education Services Intemlediete.Distrlct 287 ,- 763.559.3535 Provides Wayzata school district students with special needs programs free of charge.
lintermediale Olsbict :81 763.504.8066 Provbas Robbinsdals school district students with a special needs programs free of
Intennediste DMtdct.279 ~ 763.391-7000 Provides Osseo school district students with special needs programs free of charge.
lIMermedlate District 270 ., ' 952-988.4000 Provides Hopkins school district students with special needs programs free of charge.
A nonprofit openry dedicated to assisting low and moderate income individuals wish taxTaxAssistanceAccountabilityMinnesota851.287.0187
preparation and education services. Tax preparation is a free cervica offered by trained
volunteers arMaecountanis.
Telephone Aesislanee MN, Dept. of Commerce 651.296.1255 Offers monthly discounts to qualified families or individuals with their telephone bills.
TED programs assist those with hearing loss• speech• and/or mobility impairment that
limits their use of a elandard !e hone.
Transportation Services Senior Services 763.504.6984 Tran-
s--
sportation to appointments. Gasses, involvement in community and school activities,
houseelvaning and seasonal chores, live-in assistance and a pet program. Fees
associated with the program are incame-based. _
Plymouth Metrolink 763.509.557.1 Curb to curb transit services to Plymouth residents. Peak hours are from 6.98m and 3•
6:30pm regionally end cost 52.50 Per irlp. Oflpeak hours cost f1.75 per Lip__
Youth Services Weekly support group for a1-risk youth ages 11-18 to allow youth to share their questions. FamBy Hope Services , 763.557.8670
snuggles• and pressures in a safe environment. Mentoring contact during the week is
available. A9 services are free of charge.
Family anti Children's Services 763.560.4412 Offers counseling for children and their parents experiencingdivorce or a significant
family change. Programs include Youth Diversion to help kids from going to court or from
dropping out of school. Counseling is available for gay or lesbians and their families.
Fee is based on income and need and is funded partly by Hennepin County.
Homemaking services also available for those who are mentally ill• elderly or those
experiens!1 a crisis
west. NonhYMCA 763.535-4800 Provides se vicestoyouth and their families who are experiencing stress from family
crisis. Outreach, counseling• shelter services, mediation services, and family
reunification services provided, There are no fees involved for services provided.
o' ' CM OF'1PLYUOITI'I1` - a
340O.PLYMOUTH BOUI.EVARD,.PL-YMOUTH,.MN $5447 '
DATE: August 13, 2003 for Housing and Redevelopment Authority Meeting of August
21, 2003
TO: Plymouth Housing and Redevelopment Authority
Q
FROM: JW?&&a5nUq--.% Housing Programs Manager and Denise 'Hutt, Support Services
Manager, through AmILWburt, Executive Director
SUBJECT: 2004 HRA budget update
Attached for your review is the City Manager's budget letter to the City Council along with his
2004 budget recommendation for the HRA programs.
There are no major changes from the previous budget you reviewed in July. A small reduction
was made in the Group Hospital/Dental Ins. line item (6032). This was due to more current
figures being available. The Director if Finance shifted this small excess into Grantee Awards
1744) in the CDBG budget and Senior Housing Rem Assistance (7748) in the HRA General
Fund budget.
The Section 8 budget now includes the additional line item (7104) of $800 for due cell phone as
we discussed previously. The audit lime item (7009) was increased $750, at the requrst of die
Finance Department. Line items 6001 - Salaries dt Wages: 6201 - Medicare: and, 6032 -
Group HedddDenW Ins. were increased or decreased for a difference of -$264 due to re
accurate Finance projections. $60,802 was aided to line item 7759 -Section 8 Rental Vouchers
so that the projected revenue equals projected expenses.
u is too early to pmliet if the Council will have any questions on the HRA's proposed HRA
budget, but so far staff has not heard from any of the Council members.
I recommend that the Pbwoutb Housing And Redevelopment Authoft Board of
Cams provide staff comments and recommend changes as you we necessary to
the HRA 2004 budgets.
ATTACMdEN"M:
1. City Managers budget recommendation to the City Council
1 AhftaWMeo8,2PW.doe
K
J
CITY OF PLYMOUTH
Augrst 2003
Attached is the proposed 2004 budget for the City of Plymouth. The proposed budget is
deigned to maintain current service levels throughout the City. It places particular
emphasis on high priority services as determined by the council's annual goals and otha
services most heavily impacted by the City's continued growth and development. More
specifically. the budget proposal pays particular attention to public safety services, street
and park maintenance, drainage and flood conleal. sad the street reconstruction. All of
these are very basic city services. Our challenge was to maintain services and make
progress on City goals within the tight confines of state limits on our property tax levy
and loss of state aid.
The City's overall tax raoe is proposed to be 24.90, which is a decrease fiom the 2003 tax
rate of 2523. The total nue is comprised of a tax capacity rate of 23.95, plus 0.35 for the
Open Space Hood issue and 0.60 for the Activity Centeffield House debt service. The
him tax capacity race of 23.95 include 0.24 for the 2003 Street Reconstruction Bonds,
0.55 for the 2004 Street Reconstruction Bonds. 0.05 for mandated PERA increases, and
0.87 for the HRA. Because the tax rate will be reduced in 2004, a supermajority vote of
the Council will not be required to adopt the tax levy. The projected numbers and
percentage are based on our best-known sources at this time, and will likely have some
Me"
or adjustments when the final numbers are obtained.
The budget proposes new personnel and equipment that will help the City not fall behind
in providing fimdemental services to residents. Although Plymouth has been one of the
West growing cities in the state the past few years, no now full-time personnel' and few
major equipment purchases were made in any tax -supported fiords during 2002 or 2003.
During the some time. City services were extended to nearly 2,000 new dwelling units
1.218 in 2002 and 750 anticipated for 2003) and up to 4,000 residents living in those
new homes. This is more new population in two years than the total population of 700 of
Mionesota's 850 cities. The state levy limit. formula does not allow us to use any of our
growing tax base to provide service to these residents.
General Fund spending is proposed to increase in 2004 by 5.36% over the budgeted
amount for 2003. This approximates the City's growth rate plus inflation. and compares
to pest annual General Fund increase averaging 6%.
One poria o111, - w hbvd tinug6 a Went in Sept. 2002 and assigned to Robbinadale School District
The overall City property tax levy is proposed to urease by 6.2896. This will again put n
the City's Wq at time state levy limit amount. We believe this is needed to maintain
service levels to the extent pasuble, as well as to not risk losing levy authority in future
years. The 2003 tax bill enacted by the Legislature did not allow cities to levy for any
previously unused levy authority.
The projected increase for an average home valued at $294,500 is 8.8696, or an inceea=
of 559.66. There we a number of factors that contribute to this increases.
Stole aid reduction 4.3%
Phaseout of Limited Market Value .9
Valuation chruge differential between GI 8t residential 2.3
City budget impact I A
The projected decrease fora business property valued at $1,000,000 is -53396, or -
S1S9.19. The dimity between residential and business property is not due to any action
of the City in the budget process. It will primarily otter because residential property
appreciated at a rate of 896, while commercial/industrial property arpetieneed a 4%
decrease in value for the year.
General Issues
Levy Limits
i
The 2003 Legislature imposed very tight levy limits on cities for 2004. These limits mean
that Plymouth cannot levy back any Local Government Aid (LGA) or Market Value
Credit Aid (MVCA) lost in 2003 (SBI 1,971), and can levy back oniy 60% of lost MVCA
in 2004 (S487,183). There is no inflation factor or allowance for household or
comial-iodurstrial growth in the: 2004 levy limit, which las a particularly significant
impact on Plymouth. Levy limits are currently scheduled to sunset in 2005.
Limited Mm*d Value
In 2004, taxes on many Plymouth homes will be impacted by the phase-out of limited
market value. The 2001 tax bill included a six-year phase-out of limited market value that
began in 2003. Ibis pie -out did not impact most Plymouth homes in 2003 because the'
average 11% appreciation in vale was greater than the IWA increase in the phase-out
amount
In 2004, moat homes will be impacted to some degree by the phase-out Currently. about
14,500 of the 24.000 parcels in the City qualify for limited market vale. Although
residential properties increased in value by ft the phasing out of limited market value
provides that taws may be levied on taxable valuations that are increasing by up to 1296.
Nearly all of the impact resulting from the limited market value phase-out will occur in 1
2004. rather than phasing over the next few years until the program sunsets in 2008. The
weighted average of Plymouth homes will see a 10.3% increase in their taxable value for
2004. Most Plymouth properties will be taxed at their full value by 2005.
2-
Loss of State Aid
The 2003 Legislature revised the state aid formulas. This resulted in Plymouth losing all
Local Government Aid (174,579) and all Market Value Credit Aid (1737,392). The City
can Levy back only 60% of the last Market Value Credit Aid in 2004. Plymouth
previously lost 11,877,808 in 2002 when Homestead and Agricultural Credit Aid (HACA)
was eliminated by the Legislature.
The 2003 budget included strategies for dealing with the anticipated cuts made by the
Legislature. The City Council approved bonding street reconstruction, which freed up
property tax dollars for General Fund operations.
A similar strategy is proposed for 2004, due to the continuing loss of aid and a freer oc
both growth and inflation in our levy imposed by the Legislature. The proposed 2004
Street Reconstruction Project is about 52.9 million. Bonding is desirable because of the
large sir of the project, the historically low interest rates, and the fact that property tax
dollars normally earmarked for that purpose can be directed toward services provided in
the General Fund Levy dollars for repayment are outside of the levy limits.
Reduction in Interest Earnings
The historically low inteee 4 - rates continue to negatively affect all City funds. The impact
on the General Fund is moderate, but the impact is significant on the capital projects
funds, enterprise funds. HRA funds, and internal service funds. This will tura around if
interest rates rise in the. future.
Salary Vacancy Factor
The 2004 budget continues a budget correction factor of 1100,000 to acknowledge an
ongoing statistical job vacancy rate. Approximately 14 employees leave City employment
each year. The salary vacancy factor recognizes the savings that occurs when there is a
lapse in tine from the former to new employee, as well as the fact that a new employee
typically begins employment at a lower rate of pay.
External Cost Factors
Several unusual increases in external costs will impact the budget. Gas and electric rates
are expected to continue to rise. The State of Minnesota has significantly increased costs
for various licenses and fees paid by the City. Other units of goverment, such as
Hennepin County, have been impacted by State cuts and are passing those costs on to the
City. For example, the costs for booking and care of prisoners will increase by 25% in
2004. Audit costs have risen substantially due to GASB 34. Health insurance rate
increases leave moderated substantially, but continue to increase at a rate above inflation
Working Capital/Contingency Fund
JSome General Fund surplus is beneficial and expected, since the City budgets
contingency funds that are normally not needed. Moderate surpluses help the City
maintain its policy of having the equivalent of 40% of our General Fund levy in cash
3-
reserves. This is necessary to provide "working capital" for the City since the City does
not receive any property tax revenue until July each year. Due to the cuts anticipated from
the State in 2003 and other economic uncertainties. the 2003 budget increased flue
Working CapitaUConfingency Fund from $150.000 to 3246,000. The 2004 budget
proposes an amount of 5190.000. While retaining the higher contingency amount would
be desirable relative to the overall size of the budge% this reduction will allow fiords to be
earmarked for services provided through the General Fund.
Tax Capacity/Fiscal Disparities
The following chart illustrates the changes in total tax capacity and fiscal disparity
contributions. The City's net contribution to the fiscal disparities pool will be 16.965,894.
This equals 9.2% of out total tax capacity value.
Total Tax Capacity for Payable 2003 and 2004
2003 2004
AMMl At0l
Rad Properly Tax Capaft 581.421.339 SPUS3.099
Personal lrropaty: Tax Capacity 903,856 g4S.341
TOW Tac Capacity 82,225.193 87.598.440
FbWDiVIftCamribudan (17.518.963) (11,682.453)
Tax dnnemeot (604,1311 M&SIM
24.lQbQil1 23.3Z1.401!
The table shows that Plymouth has had a healthy growth in the tax base during the last
year. Our General Fund revenue restrictions are not related to an overall slowdown in the
local economy, but, rather the state levy limit fom ila that does not allow us to use any of
our growing tax base. Our growth in tax base has been uneven in the last year, with
residential property increasing rapidly while business properties have decreased in value.
The differences in valuation and tax capacity growth have an impact on the actual taxes
paid by Plymouth homes and businesses. The following table illustrates the changes in tax
capacity and taxes paid by this average value horn: (3294,500). An increase of 8% is due
to the real increase in property value, with an additional 23% applied to property value
that was previously not used under limited market value.
Estimated Tax Borden on Average Home
2003 versos 2004
2003 2004
SISO.M@ I.30%
Average Some vase— S267.000
HGMUNB&
Average bcuie value = S294.S00
Hemalead:
V
5267 000 01%- j.4j4 3293,5W 01% _.
Lae Fiscal Diap.
Tow Tax Capacity 2,670 Tood Ta Cepaetb 2,943
Cdy Tent Rama MM Q'ty TU flame 23.95%
Susmml 5646.14 NOW 5703.33
MkL Mese Levy b%t. VSbe Levy:
SI,0000000&00661%(Act Cow Baader' 6Alo
3267000 ®•00367%(Open Space 5294.500 ®•00346% (open Space
Beods) 9.20 Bands) 10.19
5267:0000.00661%(AWft Cmter 5294,500 ®..00=%(Aetivity Cmeer
BoW IM Boods) I=
7bte1Cdlr7bx A= 7bwCkf15 ii=
The average $1,000,000 business dareased in value by 4%dwing 2003. The following table
shows the change m 2004 taxes payable:
Estimated las Borden on 51,000,000 Business
2003 versos 2004
Business valve -31000.000
SISO.M@ I.30% 2.250
SIMM 2.=&- V
Gran Mm CapeM VWoo 19.250
Lae Fiscal Diap. X318
Net Ta C*aft Value 11.932
Ci ymm Rate 2420%
5.410111 2.226 3S
Mkt. Mese Levy:
SIOOQo00 @'e0367%(Opm Space Bonds) 36.70
SI,0000000&00661%(Act Cow Baader' 6Alo
TuW Cigr Toll
J
s-
ovsmas %hoe—S%%Goo
SIAM@ mm- 2.250:
S81o00o o to% im
GMM TsX C V=V V" 18,450
Las Fiscal Disp. 7,014
Not Tax Capecily Vkhm 11.436
COYMm Rae 23,95%
Subtotal 2.732.95
bBs Vsbie levy:
5960.0000.00346%(Opt Space Boads) 33.22
MM 0.00602%(Act Cmter Baader) 32.24
Total Chy Tax
2004 Budget Overview
Estimating the Tax Levy Rate
City revues fiam all sources in the Geaerel Fund will be 121,400,324, a S36% increase
fiam 2003.Of this amount, S16,217,244 (76%) comes fiam, property taxes We propose a
2004 tax tate estimated at 23.91, plus a madm value rate of .00346 for the Open Space
Bonds and .00602 fce *e Activity CeotedField House bon ft for a total estimated rate
equal to 24.90, compared to 25.23 for 2003.
Plymouth's overall tax. Levy will increase by 628% in 2004. 'Ibe City's overall. tax rate
will deamse by -33 to an estimated 24.90. The following table compares the tax levy by
fixed for 2003 and 2004:
n
LU&
FhcdDbpeoV4ft (980M -1.40 (1,106.269) -1.47
Fisted Dis @rk, RA 131.641 Am r2IMI &a.
n& an
TW Cilpe * Ride 2LUM Sam=
RG%=d= I I I eimam I +,•, ;moi„ WMIM
UEylatrAf tiAeeJmr.06d671c(EgratrAlmt ert4dteme4/.69 66Jfi RI
i Yte6oliee,/.6si4654as (Q Eyrotr 1 ef 1aAteRaer.66602168t
AmegifleC7prrWAt atr dl 6erertdcedmt9 Smeeara: f>be6011i18Otamr
eeer weoPaatelaied0rere u6,ralAreGaradl
6
j
2804
2803
lb.;letot
2003 2008 Proposed
tau
Pn"ad
Thxftft
GENER"PLMFM LBVZS
Geoad Food 115.003.733 21.40 116.181614 2147
Lmyfbr2004ftftAid.ab 0 0.00 737.3920 0.98
fo tsoee 1.283.400 1.83 0 0.00
Mm a ove ft 200.000 029 47.000 0.06 *q
Reaemao Fold 623.369 0.89 631.881 0.84
Cepitd Lay 3O M 454 309-000 4.41
Told -Amer l Piopme 17419.703 UK 17,906M UN
SPECULLUM
1995 Opao Spsoe Breeds 238.476 w 0.37 247.071 a1 031
ACL Ca2edFkM Home Broods 430.230 0.67 430.433 14 0.60
2003 Sheen Ream 80aft 0 184.222 024
2004 Speer Ream Brands 0 415.000 031
PERA rotsessa 0 31.630 0.05
trod LVJM 412 MM2 LU
Tdd %MW Levies 12M LU 132L= am
TOTALALLLZVM 18640.530 26.68 19.876,594 2642
LU&
FhcdDbpeoV4ft (980M -1.40 (1,106.269) -1.47
Fisted Dis @rk, RA 131.641 Am r2IMI &a.
n& an
TW Cilpe * Ride 2LUM Sam=
RG%=d= I I I eimam I +,•, ;moi„ WMIM
UEylatrAf tiAeeJmr.06d671c(EgratrAlmt ert4dteme4/.69 66Jfi RI
i Yte6oliee,/.6si4654as (Q Eyrotr 1 ef 1aAteRaer.66602168t
AmegifleC7prrWAt atr dl 6erertdcedmt9 Smeeara: f>be6011i18Otamr
eeer weoPaatelaied0rere u6,ralAreGaradl
6
j
N
Expenditures
The. 2004 budget includes total. General Fund expenditures of 521,400,324. This
represents an incresse of 536% over the 2003 adopted budget.
Overall,. the City's greatest treads are for more personnel and more major equipnm=%
since tbeoe have been very few increases in either category during the last several years.
A growkS city suet as Plymouth eventually begins to slide in service levels if there are
no new personnel for several yarn to meet the new needs and demands of new residents
atd businesses. Certain acquisitions of equipment can help the staff be more productive
and save money in the long tux Everyday operating and supply amounts are relatively
health and the City's %qp and benefit suuctur_ is competitive in most areas. All
batgaming contracts were estiblisbed and approved in 22002 and continue through 2004.
The budget includes increased utility and maintenance costs for the proposed expansion
of the lower level of the Plymouth. Creek Center. Expanded charges for Facilities
Management allocadow are also included for the first time for Plymouth Creek Center to
provide for future replacement.
The following chart lists expenditures in all major operating funds:
Exnenditum
General Food 520.311,398 21400.324
Retw doo Fund 1.362.169 1,423.881
Tumit Sand 4.391.600 4.345.337
HRA Feeds 3.724.024 4.357.318
What And 3,741.241 3,802.200
Saver Fund 7.397,997 6.324.407
Solid Waste Fond 896.906 1024.421
1a Canter Fond 8751000 9191277
Winer Resomoes Food 2.398.847 3.083,840
Field Hada Fad 270.000 295.200
Central Equipment Fomd 2,000.592 2.183,883
Risk Mmeganad Food 621.198. 651,370
Design Entheaiog 352,994 369.237
Employee Benefit Food 2255.500 2.512.400
Inf smatian llch Sawees Fend 1.546,101 1.660.591
Facilities MooWmad Fund 831.317 856,739
a
Recommended New Stag
The City's permanent f dl -time work force of 248 would increase by 8 full-time positions
J — 4 police offtceM l firefighter, and 3 maintenance positions:
rolke olScees: Two-0110110M1;1i o-07101106 5185,430
The committed time of our patrol officers is cturently 6995. This means
that officers are eaponding to calls and completing related paperwork
69% of their time an ft and do not have much time to conduct
proactive patrol activities or traffic eoforament. This is a higher keel
of committed time than in 1994 when committed time reached 5995,
and we added four patrol officers in one yeas Nazomft 50% is
viewed as the optimum goal for committed tip. The addition of four
officers would allow the department to red= offieere committed time
to as estimated 61% and to increase minimum officer staffing in the
patrol division from four to five during the day shills This proposal
includes the amount for a police squad.
Flretighter, 07101M 5201200
A full-time Srefi&W positionisproposed to help proves more
predictable duty crew response. There will be some offset in the
duty crew budget, and the position world assume responsibilities
for desn og the Sre stations and testing/iepairing equipment,
allowing these contract costs to be reduced. This position continues
tha implem madon of the Fire Department staffing plan;
to the Council eadia this year.
Maintentmce Worker — Paeln, 04181004 33S,911
An additicaal maintenance position in parks is proposed. Several
new park 1i-eilities have recently been added (Ike Camelot Pads,
Sbmpark. Nairne Canyon. Dog Park, Millennium Garden), and mush
of the CRO park system, built 23-25 years ago, is aging and deteriorating.
The park quem is also receiving heavier use, as evidenced by the 5 -ton
increase in trash collected in the past yeas
Maimteaaene VYorMr— WaterResonnm%04101104 S35,640
Ibis position is needed to meet current needs in the City's drainage
Maimmanee program, but also may be the first member of a fixture crew
dedicated to pond clemning,.sbuWd &a Council wish to pursue this option
when a number of ponds come due for cleaning in M. The position
weld be funded % from Water Resources and A from Solid Waste,
which would reflect existing services that are currently being done for
Solid Waste.
Ludparson — aMs, 0410004 SO,=
This position is proposed to add efforts in the areas of drainage and
tree- maimtenaooe and to address supervisory issues of spam of control.
work direction, and resident response. It is similar to the restruetwuing
done in repeat years in the park and sawedwater maintenance divisions.
The cost of the position would be split between Street. Snow/!ce
1
0
Control, and Sater Resources. The vehicle for this position would be
purchased from the ora: -time equipment purchase.
Major Equipment
Few new mayor picas of equipment were purchased is tax supported fiords in 2002 or
2003. The 2004 budget proposes several pieces of equipment outside of the Genual
Fuad, as well as replacement equipment to remain current with the replacement schedule.
We propose using 2003 surplus funds to make a onetime purchase of mayor equipment.
The projected source of surplus finds is shown blow:
2003 Street Recoam=on Levy made available 1hrough banding S1,283,400
Less loss of State Aid
Balance S 471,429
Psmected 2003 General Food surplus 4WW
Less funds nide 'to maintain 4096 General Fund balance
eceed balance available for one-time ewpment acquidtions I S 435,859
The tentative lit of equipment follows:
Excavator WO truck/trailer 5260.000
The purchase of an excavator would allow additional dainagework
to be perfoemcd, as well as increase staff effciencies because work
could be paformel with the equipment year -mound. It is estimated that the
equipment would pay for itself in 4-5 yeas, since the City currently pays
a $4,100 per month rental rate.
Secaft improvauats at Public Works 521,000
These improvements are proposed to continue the City's efforts to
secure facilities and equipment. The total cost of improvements
is estimated $35,000, with 514,000 coming fiom water. sewer, and
solid waste.
Fire 7ruck Egaipmeat
This special equipment would be placed on a new foe truck scheduled
for replaoernent in 2004.
tau Pickap -Parks 534.080
This vehicle would be used by the propused new park mainuu mce
emplairm
Computer and Woebtadoa-New Wed Lad puffloo 57;500
Vebide - New Street Lad position 526,300
These expenditures relate to thco w Street Leadpason position.
Foeldift replacement (59,000 Central Egaipmmt) SHIM
A used fotklig was purchased several years ago and is in aced of
replacement. A portion of the cost is proposed ficta Central Equuipment.
with the remainder from the oce-time equipment purchase.
Tandem upgrade 52.9,000
Rather than replace an aasting truck with another single axle vehicle, it
is proposed that a tandem axle truck be purchased which is more efficient
for material hauling since more load can be cotried with each truckload.
Fibereable SAM
The City has a one-time oppornmity a:. he part of a project with School
District 281 and LOGIS, wbich would extend fibs cable to the Zachary
Treatment plant and Fire Station 2. in addition to providing fiber to these
ihailwmm it will also increase the internet speed and Willy iruaeage
the access speed for the Police and GIS connections. Me cost of
530,000 is a fraction of the cost if the City were to do this project alone.
Police forensic computer and software S10,000
A computer and software is needed in orderto perform compute
firengic investigations.Ibis amount will also cover iritisl training
and investigation time from the IT Department.
i
Other Funds
While the General Fund is by for the City's largest operating fund, the City has a number
of other important operating funds: These include:
Reeteatioe Funs General tax support of the Recreation Fund will inerea 1 by 1396.
The Plymouth Fine Arts Council will maloe dedsL= an expmdituees for arts groups..
This budget.eontinues the expanded transit services added in 2003, with a
relatively flat revenue stream Som Motor Vehicle Excess 'lit (MVM finds: No
reduction or' in transit service is proposed in this budget
This fund is an internal financing food. similar to the
Central Equipment Farad. Mrgor expenditures planned for the Facilities Management
Fund incudo maintenance items at public works (replace bi-fold doors, remodel ods
eeatr I and replace handwasber - $18,000). as well as replacement of the water heater
at public safety (SS.000
Hans est and Redereloomeet Faced. The HRA levy is proposed to increase from
SS,S2,120 to 36S7.349. A S7S.000 image is proposed to expand the housing rehab loan
program, ad SI0.000 would expend local programs in order to leverage federal and state
bousing funds. The amount of $4.000 is proposed to market all housing programs. The
budget proposes that botWag staff take over the Secdon-8 housing inspections. in order to
10
allow more of the Housing kVector's time to be spent toward renal housing inspections
and property maintenance complaints. It is also anticipated that $165,000 from the
Reserve HRA Account would be available for purchase of a site for affordable housing.
Water Fuad The budget proposes a water rate increase. This was anticipated to pay for
the planned system -wide improvements, mchafiog the treatorlmt plant upgrades and new
wells that are currently underway. Nater rates have not been used sine 2000. The
rata would be reviewed by the Council later this year to determine the appropriate level
of &case. A 4% tentative ins bas been included in this budget.
Sewer FayA This budget proposes a sewer rate increase to provide fimdmg for the 3%
increase est hated by the Met Council for treatment costs and lowmage system
improvements. This budgetincludes a portion of the cost. for a sewer vat -jet propose for
purchase in 200 The cost would be split between Central Equip ammi and Water
Resources, with the major finding from the Sewer Fund. The Council will review the
rates later this year, but a 4% tentative increase has been included in this budget.
Solid Waste Fond. A continued service budget is recommended for 2004. The budget
includes 2596 of the new Water Resources maintenanceemployee to reflect services that
are already being done for solid waste, and purchase of recycling bias for special events
SS.000} The budget reflects a pending 566,000 grant that relates to education and
evel mon of a potential .agonies program.
Risk Management Feed. The budget would increase charge backs to other funds in
2004 by S25,000, which will be a step toward stabilizing the And long-term. A reduction
in interest earnings has had a sigoiflwnt.negadve impact -on this fund.
Central Eaeioment Fend. Expenditures of $1,330,900 are recommended for
replacement equipment according to the master schedule for replaceameot. While some
items of equipment have been advanced in the schedule for replacement, this has been
balanced out by others that have been delayed. The budget includes $74.000 for
refurbishing a fire truck that is slated for replacement in 2009. This work is recommended
by both Central Equipment and the Fat Department and will extend the life of this truck
by five years to 2014.
Dear Eoighieerhim This Fund manages the annual steal reconstruction program in-
house, and transfers annual surpluses to the Street Reconstruction Fund for future
penl _
lee Center Feed This fiord is again projected to be self4unpporting with fees and rental
and will provide its share of the outdoor maintenance costs. An amount for
retained earnings6 which will be reserved for fudge building renovation and equipment
replacement, is also projected. The budget includes funds to purchase a used vehicle
J
59,500). imtall exhaust fans in the Zambom room (53,800). Paint Rink B (55,200), and
10)
add showers to the locker room ($400 parts + vohunteer tabor), Reveres and
expeoditates relating to the proposed third shat of ice would first be included in the 2005
budget.
Information Mmbmhdn EIRE This budget maimtams the current level of services,
which ioctudes modest advances in e -government, such as the ability to take credit card
payments and access accounts via the intamet.
Field Home Dyad. The opastiog casts of the field house are anticipated to be filly
covered by notal revenue. An amount for retained eamfngs, which will be reserved for
furor replacement, is also projected. The budget includes purchase of a play structure
52,500) that will allow a new recreation use to be added to the Field Home.
Water Resounts. The Forface Witer Utility Fee is anticipated to generate about
S1,670,000 in 2004, which assumes a 3-596 fee increase. There bas been -no increase in
this fee since its adoption in 2001. The budget includes % of the cost of a new Water
Resources maintenance positim as well as 1/3 of.the cost of the Street Leadpermn. The
budget also includes -an increase in funding from 5100,000 to 5200,000 for increased
work on drainage and flooding issues. Another proposal for this budget was additional
work to eradicate cry leaf pondweed. However, fiords have been identified in the Park
Maintenance Chemical Control Reserve Fund if work beyond our normal amount is
needed in MC The budget shows funding of $676,000 for construction of the Medicine
Lain Ponds, and this would be offset with a reimbursement from the Bassett Geek
Wletershed Dishier. This assumes Bassett Creek Watersbed moves ahead with an ad
valorem tax.
Coneindou.
The City remains in emellent financial shape. Plymouth is among an elite group of cities
with a An bond raft — the highest rating possible. The City has a diverse tax base and a
very low debt per capita (hers than 10% of the national average} Plymo:A recently
received an ctemplary audit report. It noted that City government has grown at a modest
rate equal to the growth in property value and population. PlyrtnoWh uses conservative
accounting practices that charges today's users for today's services, and the Financial
Trends are positive.
The 2004 budget maintain current service levels as much as possible within the tight
confines of state limits on our property tax levy. The budget responds to a loss of state aid
in 2004: The new pa 1 1 and pieces of major equipment will help the City reverse
some measurable slippages in fundamental City services. We are hopeful that this budget
can make progress toward reducing police officer committed time, providing more
consistent fire duty crew staffing, and slightly increasing efforts toward drainage, street,
and park maintenance.
12
D
Looking ahead to 2005... if the State continues to impose restrictive levy limits. with no
provision for inflation or past and fimuc growth, and the State fails to restore Market
value Credit Aid as promised, the City will need to find new revenue ==L Many cities
are amently considering fienchm fees and new or much higher user fees. Plymouth may
need to consider this for the 2005 budget as an alternative to significant program cuts that
would impact fimdamental services that our residents vqwct and cnjoyt
AnwbnenIL- Budget Process.
Employees by Fund
Salary Cemius
Human Service Agency Requests
13
W
Badget Pmew
City Comes; Gods and Neartins
The City Council's goals and priorities were the staetiog point for the annual budget process, and
several adopted council goals have a major impact on this budget. The Council's primary goals
adopted in March 2003 were identified as follows:
Implement Public Safety Initiatives
o Staffog
o Building
o Equipment
o Training
o Homeland security issues
Prepare for Financial independence
o Implement measures to mitigate state budget cutbacks
o Review staffutg steeds
Consider finding for roads and infrastructure
Review City Center Plan and explore opportunities for additional housing or mixed use
projects in the area
Continue and evaluate Tmffic Calming Program
Increase water supply capacity and consider drinking water tastdquality improvements
Consider a q isition options for 10'° Playfield site and open space
In addition, the following items were established as priorities for continued emphasis:
Consider conducting Citizen Survey
Pu mer with HRA on housing initiatives
Review finishing lower level of Plymouth Crack Center
Coutinue e -government initiatives
Consider new environmental initiatives
Contimu to support opt -out transit and transit opportunities
Brines Deterlopwd Phveess
After reviewing the Council's adopted goals, ideas for the 2004 budget were sought Som
employees through the annual budget survey. City employees were asked if tbey felt their work
group has enough people to provide service, if any new equipment is needed, if there are areas in
which cost savings might be realized, and if there are any new services the City should consider.
Employees identified many ideas that were forwarded to the budget team and department
managers. Department budgets were developed, and explanations and justifications were
provided for any changas to lime items.
Department managers were required to submit a "Continued Service Budget" and an "Increased
Service Budget". The continued service budget reflects the amounts needed to continue existing
services at current levels. The increased service requests reflect amounts needed to expand
14
existing services or to offer new services:. All now personnel and equipment requests were
submitted and •reviewed in the increased service category. Department directors prioritized all
requests for increased services. The budget contimres' our program budget format. Each
depaetnmt submitted its budget by program: and allocated personnel, material, and other costs to
each program.
Meetings about the 2004 budget submission were held with supervisors and departmmt
directors. Thin 2004 budget is the culmination of many lours of discussion and several full
budget deans.
D
v
15
2001 2602 2003 god/
Revenue Actual Actual Adopted Manage".
Revenues Revenues Revenues Rrwenues
Taxes
4001 Property Tax 16,543 15,703 16,803 17,830
Total Taxes 1B,643 16,703 18,803 17,836
Intergovernmental Revenues
4269 Comm Dew, Block Grant 301,001 281,922 441,000 354,000
4270 Rehab Grant Loan Repayment 53,086 97,205 25,000 25,000
4271 Loan Repay. Affordable Mousing 30,000 46,390 25,000 25,000
Total Intergovernmental Revenues 304,087 425,617 491,000 404,000
Other Revenues
4704 Administrative Fees 2,623 s0 s0 s0
Total Other Revenues 2,623 s0 s0 s0
Interest Income
4802 Interest on Investments 62,167. 2,321 2,215 2,500
4805 Unrealized Gain/Loss on Invest 607 s0 0 s0
Total Interest Income 2,769 2,321 2,215 2,500
Total Comm Dev Blk Grant - Fut id 220 406,222 443,541 510,018 424,336
Clly o1 Plvmouth 2004 Mana er's Bud et
ACTIVITIES AND OUTCOMES
Community Development Block Grant (CDBG) funds are federal funds allocated to the City of Plymouth to provide services and undertake programs which benefit low
and moderate income people. The federal funds pay for direct administrative costs, as well as program activities. CDBG funds are allocated annually through a process of
public meetings, and approval by the HRA and City Council. Activities have included the First Time Home Buyer program, Housing Rehabilitation program, assistance to
developers of low and moderate income housing, child care assistance, and assistance for a variety of community based programs serving lowand moderate income
persons in Plymouth.
Successful outcomes for CDBG include improving housing conditions in the City, increasing home ownership opportunities for low and moderate income persons,
providing child care assistance to low and moderate income persons, and community based programs for low income and disabled persons. Other outcomes include
managing the program so that it complies with all federal rules and regrrlatians and timely expenditure of program funds.
KEY BUDGET ISSUES
There are no significant budget issues for 2004.
Comm6
11111111111, IN 1111.11111.111, 1.11 I_ Jill j ip-q
2004 2004
Expenditures 2002
Actual
2003
Adopted
2003
Estimated
Continued
Service
Increased
Service
2004
Manager's
Expenditures Budget Expenditures Request Request Budget
Personal Services
6001 Regular Sela:ias 6 Wages 66,692 60,433 59.071. 67,290 s0 67.290
6003 Overtime Pay 272 s0 so s0 0 s0
6021 Medicare 944 676 670 971 s0 971
6022 PERA 3,503 3,344 3,30' 3.711 s0 3,711
6023 Social Security (FICA) 4,036 3,746 3,725 4.168 s0 4,168
6024 Deferred Compensation 2,031 5600 3,621 2.784 s0 2,764
6031 Group Life Insurance 213 SI80 175 180 so 160
6032 Group IlospilaYlkntalIns. 7,422 9.888 6.111 6,876 so 6.676
6034 WoA.Sfs Compensation Ins. s0 s0 40 s0 s0 s0
Total Personal Services 65,312 79,069 76,677 56,980 so 65,880
Materials S, Supplies
6101 Office Supplies 674 5I5 525 525 s0 525
6103 Photography s0 20 s0 s0 o s0
Total Materials S Supplies 674 545 525 525 so 525
City of;:IvynouM 201114 Mane er'aBud of
Contractual Services
7004 Legal Fees s0 1,200 4,068 1.200 t0 1,200 '
7009 Audit 3,000 3,125 3.425 2,100 s0 2.100
7010 Medical Fees We s0 s0 s0 s0 f0
7020 Record Retention s0 400 00 400 s0 400
7101 Postage 780 1,090 1.090 1.090 s0 1.090
7201 Printing 8 Publishl..g 266 300 300 300 s0 300
7601 Mileage 180 25 25 180 s0 100
7605 Rental City Equipment 1.469 1.549 1,549 1.811 s0 1,611
7701 Employee Training 66 64,200 4,200 4.2C0 s0 4.200
7703 Conferences 6 Seminars 782 1,500 1,500 1,500 s0 1,500
7718 Miscellaneous 7 0 0 s0 s0 f0
7744 Grant Awards 334,538 401,781 537,786 309,105 s0 5:09,105
Total Contractual Services 341,226 416,160 554,343 321,606 so 321,606
Allocations
6301 Photocopying Allocation 921 946 948 970 0 976
8302 Data Processing Allocation 11,122 11,563 11,563 12,321 t0 12,321
8304 Facilities Management 2,570 2,743 2.743 2,928 s0 2.921
Total Allocations 14,613 15,254 16,250 16,225 s0 48,226
Total Comm Dev Bilk Grant - Fund 220 441,827 510,018 5645,908 424,336 f0 424,336
CityorPlvnidrifh 2004 Mensa-.-J e1
i
HRA Sectioni 250
2001 2002 2003 2004
Revenue Actual Actual Adopted Managers
Revenues Revenues Revenues Revenues
Taxes
4001 Property Tax 13,150 s0 so s0
Total Taxes 13,150 so so f0
Intergovernmental Revenues
4208 Other State Payments 4,290 1,914 f0 so
4265 Section 8HUD -Direct s0 1,370,:02 1,50$089 1,536,768
4266 Section 8Rent Assist -Pod 1,056,649 1,185,093 1,008,000 1,443,000
4267 Section 6 Admin Fees • Pon 125,445 79,698 72,000 98,701
4274 Section 8 Rental -Disabled s0 1,741 0 so
4275 Section 8 HUD Transfers 930,877 s0 s0 f0
Total Intergovernmental Revenues 2,123,061 2.638,647 2,581,689 3,076,469
Interest Income
4802 Interest on Investment; 15,174 16,552 2,000 s0
4605 Unrealized GeIMOss on Invest 2,157 s0 so s0
Total Interest income 17,331 16,552 2,000 f0
Total HRA Section 8 - Fund 250 2,153,542 2,655,198 2,587,689 3.078,469
City ofPlymouth 2004 Mansaers Budoef
HRA Nction 8 - Fund 250
r '' r }} r Sy ----•
qr -
Y ^
t t d ^ -
r:^ ,.,.? n ..T- .- i, ' '(,r•, ?,i` i :
i.t..,..._J..1 -_.-. .•..1..,: r i 1S IrLs:.0 .......iYt'dl.
ACTIVITIES AND OUTCOMES
The PIRA administers the Section 8 Rental Assistance Program, a fully fundrd fede:rrl pr8gram. Participants In the program receive a voucher which permits them to rent
a qualifying unit with an income-brsed rent payment. The HRA uses the federal funding to pay the difference. This program provides assistance to over 330 households.
Activities Include . d—inknering the program and processing housing assistance payments, supervising the Family Self -Sufficiency program, Inspecting rental units for
compliance, sun ay' it and utility costs to monitor housing affordability in Iiia City, and conducting fair housing workshops for rental property managers.
Successful il.e _ . le. the Section 8 program include operating the program in a manner consistent with program rules and regulation -i, and within the budget. Other
outcomes inchr 7e cine the number of vouchers available to Plymouth residents, improving housing conditions in the City, assisting re-Wents to improve their economic
standing throui- 91-. :;ry Self -Sufficiency program, and reducing housing discrimination through ilia education of property managers.
KEY BUDGET ISSUes
The 2004 budget includes personnel reclassifications for the transfer of the IIOS Inspections to lire current housing staff from the Housing Inspector. There is also
additional training, conference and telephone increases within the budget.
HTRA Section: 250
HFSyecti'o', $(1 25;;)• r ;
2004 2004
Expenditures 2002 2003 2003 Continued Increased 2004
Aclua' Adoplcd Estimated Service SerW:9 Managers
Expenditure: Budget Expenditures Request Request Budget
Personal Services
6001 Regular Salaries 8 Wages 82 J42 98.219 103,092 108,232 7,443 115,675
6003 Overtime Pay so 500 500 500 s0 500
6021 Medicare 1,188 1,429 1,475 1.584 s0 1,584
6022 PERA 4,460 5,431 5,782 56,020 s0 8,020
6023 Social Security (FICA) 5,079 6,093 6,317 6,739 so 50,739
6024 Deferred Compen-ation 5375 600 600 936 s0 936
6031 Group Life Insurance 307 5302 319 300 s0 300
6032 Group Ilospital/DanlalIns. 10,901 17,730 18,044 117,628 0 17,626
6034 Worker's Compensation Ins. s0 s0 s0 so s0 s0
Total Personal Services 104,353 130,304 136,130 141,939 7,443 149,382
Materials & Supplies
6171 Office Supplies 5356 510 510 510 s0 510
Total Materials 6 Supplies 356 510 510 510 so 510
City ofPlymouth 2004 MananersBudoet
Contractual Services
7006 Legal Services s0 500 500 500 so 500
7009 Audit 5,911 4,125 68,125 7,000 s0 7,000
7010 Medical Fees 44 s0 so s0 s0 so
7013 Other Professional Services 440 300 300 300 so 300
7018 Housing Inspections 12,260 7,000 7,000 so s0 so
7020 Record Retention s0 saw 6800 800 so 800
7101 Postage 2,982 4,360 4,360 4,360 s0 4.360
7104 Mobile Telephone s0 s0 s0 s0 800 800
7201 Printing A Public :ing 159 750 750 750 so 750
7601 Mileage 24 50 650 50 so 50
7605 Rental City Equipment 61,7:7 1.807 1,807 1,879 o 1,873
7701 Employee Training 1,264 2,500 2,500 52,500 500 3,000
7703 Conferences A Seminars 702 1,800 1,800 1,800 200 2,000
7705 Subscriptions & Memberships 194 250 250 5250 s0 250
7728 Social Services 14,192 17,160 17,160 19,626 s0 19,626
7741 Section 8 Port -Out Rent Assist 33,530 s0 54,749 72,000 s0 72,000
7742 Section 8 Port -Out Admin Fee 61,655 s0 3,776 5,335 s0 5,335
7743 Section 8 Port -In Vouchers 61,162,017 1,008,000 1,368,001 1,443,000 s0 1,443,000
7749 Sec 8 - Utility Allowance 2,448 3,000 1,105 2,250 s0 2,250
7757 Section 8 Rental -Disabled 143,618 330,000 148,847 201,600 0 201,600
7759 Section s Rental Vouchers 1,056,906 1,046,400 1,137,020 1,146.402 s0 1,146,402
Total Contractual Services 2,440,085 2,428,802 2,767,602 2.910,402 1,600 2,911,902
Allocations
8301 Photocopying Allocation 1.052 1,084 1,084 1,116 s0 1.116
8302 Data ProcessingAllncetton 11,122 11,583 11,563 12,321 s0 17,;21
8304 Facilities Management 2,842 13,034 3,034 3.238 s0 3,238
Total Allocations 15,016 16,681 16,881 16.675 so 16,676
Transfer
9999 Transfer to Retained Earnings so 8,392 s0 s0 s0 so
Total Transfer s0 8,392 s0 s0 so s0
Total HRA Section 8 - Fund 250 2,559,810 2,683,689 2,910,123 3,069,526 6.943 7,078,469
Cifv of P/vnrouih 1004 Manage, Jd of
HRA_ General -Fund 251'
2001
Revenue Actual
2002
Actual
2603
Adopted
2004
Managers
Revenues Revenues Revenues Revenues
Taxes
4001 Property Tax 424,701 494,271 35,317 639,513
Total Taxes 424,791 1494,27.1 535,317 539,613
Intergovernmental Revenues
4201 I IACA Aid 25,741 25,848 f0 f0
4207 Grants From SVClyIRegfon 13,629 176,698 f0 f0
Total Intergovemmental Revenues 39,570 202,545 o s0
Contributions
4505 Other Contributions Received 35.581 42,688 30,000 30,000
Total Contributions 35,581 42,888 30,000 30,000
Other Revenues
4703 Miscellaneous Revenue s0 11,121 s0 s0
Total 011ier Revenues so 11,121 so s0
Interest Income
4802 Interest on Investments 30,261 34,875 25.000 20,000
4805 Unrealized Gain/Loss on Invest 6,404 s0 s0 s0
Total Interest Income f3u,8s"6 34,835 25,000 20,000
General Transfer
5999 Transfer From Retained Earning 0 40,0110 f1E5,000
Total General Transfer f0 40,000 168,000
Total HRA General - Fund 251 53i:.nu7 785,660 630,317 854,513
2004 Manners BudaefCllyofPlvmoulh
HRIA General - Fund 21*
ACTIVITIES AND OUTCOMES
The Housing and Redevelopment Authority (MRA) General fund budget reflects funds collected primarily from Ilio City s MRA tax levy. Supplemental funds are obtained
from housing bond fees and grants from slate, federal, and metropolitan agencies. The primary use of the funds has been to subsidize the construction of (pre 1994) and
subsidy of (post 1994) the Plymouth Towne Square senior citizens housing project. Primary activites include oversight of Plymouth Towne Square, participating in
metropolitan, county and stale housing programs, supervising and supporting I -IRA activities, administering city housing revenue bond issues• and planning for Ilia hrlme
housing needs of the city. Other activities include investigating, coordinating, and implementing programs to expand housing opportunities and implementing Ilio City's
economic development and redevelopment objectives.
A successful outcome will be continued management of Plymouth Towne Square within budget, and operating the project to provide attractive, comfortable and
affordable housing to low and moderale income senior citizens in Plymouth. Other successful outcomes will be implementing plans and programs which increase
opportunities for affordable housing, preserve and enhance the City's lax base, and increase employment opportunities in lire City.
KEY BUDGET ISSUES
There are no significant budget Issues for 2004.
is r 002 2 do e. .
vaagelrh`#4ih
Personal Services • Salary $98.329 $139,904 $152,775
Personal Services • Benefits $21,456 $43,146 $36.003
Materials and Supplies $115 $400 $490
Contractual Services $396,006 $415,169 $631,508
Capital Outlay/Allocationsfrransfers $30,208 $31,600 $33,077
Total $547,014 $630,317 $854,513
Full ,rime Equivalent Employees 2 2 2
r
Wry of Plvnro$T _ 7001 Mananer's l of
y
i
HRA 251
e RT,offiX, VARi112.
2004 2004
Expenditures
2002
Actual
2003
Adopted
2003
Estimated
Continued
Service
Increased
Service
2004
Managers
Expenditures Budget Expondituras Request Request Budget
Personal Services
6001 Regular Salaries B Wages 94,239 125,904 132,143 138,775 s0 136,775
6002 Temporary Salaries 8 Wages 4,090 14,000 7,000 14,000 s0 14,000
6021 Medicare 1,340 7.,038 2,134 2,223 s0 2,223
6022 PERA 4,073 7,749 67,417 7,883 s0 7,683
6023 Social Security (FICA) 5,625 8,581 119,013 69,400 s0 9,400
6024 Deferred Compensation 5969 1.320 4.492 4,380 s0 4,380
6031 Group :tfeinsurance 687 718 776 749 3 749
6032 Group flospilallDenial Ins. 7,435 22,740 11,462 11,568 s0 11,568
6034 Workers Compensation Ins. s0 s0 s0 0 s0 s0
6035 Unemployment Compensation 427 s0 s0 s0 s0 s0
Total Personal Services 119,785 183,050 174,438 188,778 s0 188,778
Materials & Supplies
6101 Office Supplies 115 470 470 470 s0 470
6103 Photography s0 20 20 S20 0 20
To,,* Materials 6 Supplies 115 490 490 490 so 490
ON of PI mouth 2004 Alanaaor'; Oud of
Contrtictual Services
7004 Legal Fees 8464 3.000 3.000 4.000 50 4,000
7009 Audit 550 5575 3630 5900 0 900
7013 Other Professional Servkes 6.500 11,700 11,700 811.700 s0 11.700
7101 Postage 35 545 2,545 545 2.000 2,545
7201 Printing 8 Publishing 42 100 2.100 100 2,000 82.100
7601 Mileage 121 150 150 150 s0 150
7605 Rental City Equipment 1.489 1.549 1.549 1.611 s0 1.811
7701 Employee Training 1.233 3.300 83.300 3.300 50 3.300
7703 Conferences 6 Seminars 1,919 3.500 3.500 3.500 s0 3,500
7705 Subscriptions 6 Memberships 701 750 750 750 0 5750
7744 Grant Awards 150.842 o 137,500 so 165.000 165.000
7748 Senior Housing Rent Assistance 231.009 5300.000 5300.000 5281.012 so 281,012
7755 Housing Loans s0 90.000 420.000 90.000 85.000 175.000
Total Contractual Services 396,906 5416,169 886,724 377,588 264,000 631,560
Allocations
8301 Photocopying Allocation 9526 542 542 558 s0 558
8302 Data Processing Allocation 22.244 23.126 23,128 24,843 s0 824.843
6304 Facilities Management 7.436 7,040 7.940 8.478 so 6,478
Total Allocations 30,208 31,608 31,608 33,677 s0 33.671
Total HRA.General - Fund 251 547,014 630,317 1,093,259 600,513 254,000 854,513
City of Plymouth - 9` 2004 Manager's E
W Agenda Number.. 0 . I
TO: Dwight Johnson, City Manager
FROM: Laurie Ahrens, Assistant City Manager
SUBJECT: Consider Co -Sponsoring "Housing Week" Activities
DATE: August 5, 2003, for City Council- meeting of August 12, 2003
1. ACTIWi REQUESTED: Adopt a motion to co-sponsor the Housing Week kick-off event
and additional activities related to affordable housing, and invite the Plymouth HRA to co-
sponsor and participate in the events.
2. BACKGROUND: Interfaith Outreach and Community Partners has requested the City's
involvement in "Housing Week", planned for November 15-22. Cosponsorship by the City
would allow use of the City's portable stage at no charge for the kick-off event in downtown
Wayzata on November 15. While the Mayor and Councihnenbers are typically involved in
the kick-off event, Mayor Johnson has suggested that additional activities be cosponsored to
benefit affordable housing in the community. Co-sponsorship of these events by the City
would authorise staff to coordinate and publicize additional activities related to housing week
initiatives. The City Council should also consider inviting the HRA to co-sponsor and be.
involved in these activities. At the Council meeting, Mayor Johnson will describe some of
the ideas under consideration.
TY;GbUNCIG AGFDA.REPURTJ'
TO: Dwight Johnson, City Manager
FROM: Laurie Ahrens, Assistant City Manager
SUBJECT: Consider Co -Sponsoring "Housing Week" Activities
DATE: August 5, 2003, for City Council- meeting of August 12, 2003
1. ACTIWi REQUESTED: Adopt a motion to co-sponsor the Housing Week kick-off event
and additional activities related to affordable housing, and invite the Plymouth HRA to co-
sponsor and participate in the events.
2. BACKGROUND: Interfaith Outreach and Community Partners has requested the City's
involvement in "Housing Week", planned for November 15-22. Cosponsorship by the City
would allow use of the City's portable stage at no charge for the kick-off event in downtown
Wayzata on November 15. While the Mayor and Councihnenbers are typically involved in
the kick-off event, Mayor Johnson has suggested that additional activities be cosponsored to
benefit affordable housing in the community. Co-sponsorship of these events by the City
would authorise staff to coordinate and publicize additional activities related to housing week
initiatives. The City Council should also consider inviting the HRA to co-sponsor and be.
involved in these activities. At the Council meeting, Mayor Johnson will describe some of
the ideas under consideration.