Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
EDA AGN 03-21-00
Robert W.Ruettimann Patricia Jindr:~ Donald G. Jolb' Marlaine Szurek Gary L. Peterson Julienne Wyckoff John Hunter ECONOMIC DEVELOPMENT AUTHORITY March 21, 2000 The following is the agenda for the regular meeting of the Columbia Heights Economic Development Authority (EDA) to be held at 6:30 PM on Tuesday, March 21, 2000, in the Parkview Villa Community Room B, 965 40th Avenue N.E., Columbia Heights, Minnesota. The EDA does not discriminate on the basis of disability in the admission or access to, or treatment or employment in, its[ Iservices, programs, or activities. Upon request, accommodation will be provided to allow individuals with disabilities to[ [participate in all EDA services, programs, and activities. Auxiliary aids for handicapped persons are available upon request[ Iwhen the request is made at least 96 hours in advance. Please call the EDA Secretary at 706-3670 to make arrangements[ [(TDD/706-3676 for deaf or hearing impaired only). I 2. 3. 4. CALL TO ORDER/ROLL CALL. PLEDGE OF ALLEGIANCE. ADDITIONS/DELETIONS TO MEETING AGENDA. CONSENT AGENDA. (These items are considered to be routine by the EDA Board of Commissioners and will be enacted as part of the Consent Agenda by one motion.) A. Move to adopt the consent agenda items as listed below: 1) Approval of Minutes. a. Regular Meeting of February 15, 2000. MOTION: Move to adopt the minutes of the February 15, 2000 regular meeting as presented in writing. 2) Financial Report and Payment of Bills. a. Financial Statement for February, 2000 b. Payment of Bills for February, 2000 MOTION: Move to approve Resolution 2000-03, Resolution of the Columbia Heights Economic Development Authority (EDA) approving the financial statement for February, 2000 and approving payment of bills for the month of February, 2000. IThe mission of the Columbia Heights Economic Development Authority is to provide financial and technical assistance ~[ resources to residential, commercial, and industrial interests to promote health, safety, welfare, economic development I redevelopment. ECONOMIC DEVELOPMENT AUTHORITY AGENDA March 21, 2000 Page 2 REPORT OF THE MANAGEMENT COMPANY. A. Michelle Chalin, Parkview Villa Public Housing Administrator. CITIZEN FORUM TO ADDRESS EDA ON MATTERS NOT ON AGENDA. (At this time, citizens have an opportunity to discuss with the EDA items not on the regular agenda. The citizen is requested to limit their comments to five minutes. Please note, the public may address the EDA regarding specific agenda items at the time the item is being discussed.) RECOGNITION, PROCLAMATIONS, PRESENTATIONS, GUESTS. None. 8. PUBLIC HEARINGS. A. Adoption of a Policy and Criteria for Granting Business Subsidies. MOTION: Move to close the public hearing.' MOTION: Move to adopt the Columbia Heights Economic Development Authority Business Subsidy Policy and Criteria. 9. ITEMS FOR CONSIDERATION. A. Other Resolutions - NONE. B. Bid Considerations. 1) Approve Contract for Pest Control Services for Parkview Villa. MOTION: Move to award the Contract with Adam's Pest Control, Inc. to provide pest control services based upon their low, qualified, responsible bid in the amount of $750 plus the one time start up fee of $50 with funds to be appropriated from 203-46330-4000 in the amount of $536 and 213-46340-4000 in the amount of $264; and furthermore, to authorize the President and Executive Director to enter into an agreement for the same. C. Other Business. 1) Transition Block Project Update. a) Keith Jans, Real Estate Equities. 2) Update of 4401 Quincy Street NE. 3) CDBG Unspent 1997 Funds 4) Adopt CDBG Program Housing Rehabilitation Procedural Guide Move to adopt the Columbia Heights Housing Rehabilitation Grant Program Procedural Guide MOTION: dated March, 2000. 5) CDBG/Grant Loans ECONOMIC DEVELOPMENT AUTHORITY AGENDA March 21, 2000 Page 3 MOTION: Move to approve the CDBG Housing Rehabilitation Grant/Loan application for Grant #C 1998- 03 in the amount of $4,085 for housing rehabilitation to Norm Cook and Center for Energy and Environ- ment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350- 4600/3050. MOTION: Move to approve the CDBG Housing Rehabilitation Grant/Loan application for Grant #C 1997- 03 in the amount of $15,508 for housing rehabilitation to B&B Roofing Services, TC Exteriors, Window Lite, AM Landscape Co., and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350-4600/3050. MOTION: Move to approve the CDBG Housing Rehabilitation Grant/Loan application for Grant #C1997- 06 in the amount of $16,595 for housing rehabilitation to F&S Remodeling Services and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202- 46350-4600/3050. MOTION: Move to approve the CDBG Housing Rehabilitation Grant/Loan application for Grant #C1997- 13 in the amount of $19,020 for housing rehabilitation to Straitline Construction and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202- 46350-4600/3050. MOTION: Move to approve the CDBG Housing Rehabilitation Grant/Loan application for Grant #C1997- 04 in the amount of $18,761 for housing rehabilitation to Olson Plumbing, CRI, Albrecht Co., and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350-4600/3050. 6) Establish FSS Program Interest Rate for 2000 MOTION: Move to set an interest rate at 1.43% retroactive to January 2000 for the Family Self- Sufficiency Program escrow accounts. 7) Review Columbia Heights Economic Development Authority and Community Development Department Annual Report 8) Section 8 Report. a. Kenneth R. Anderson. MOTION: Move to receive the Section 8 Report as presented in writing. 10. ADMINISTRATIVE REPORTS. A. Report of the Deputy Executive Director. ECONOMIC DEVELOPMENT AUTHORITY AGENDA March 21, 2000 Page 4 1) Downtown Master Plan Update. 2) EDA/HRA Tax Levy's and Creation of EDA. B. Report of the Executive Director. C. Committee/Other Reports. 11. MEETINGS: A. The next Regular EDA meeting is scheduled for 6:30 p.m., Tuesday, April 18, 2000 in Community Room B at Parkview Villa. 12. ADJOURNMENT. Walter R. Fehst, Executive Director h:\EDA~.gend&2000\3-21-2000.wpd COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: Consent Agenda ORIGINATING EXECUTIVE NO: DEPARTMENT: EDA DIRECTOR APPROVAL ITEM: Financial Report and Payment of Bills BY: Ken Anderson ~ BY: DATE: March~t2'~, 2000 BACKGROUND: The bound Financial Report for February, 2000 Check Listing (green sheets), and draft Resolution 2000- 03 are attached for review. The enclosed Financial Report lists the Revenue Guideline (pink sheets), the Expenditure Guideline (yellow sheets), Expenditure Guideline with Detail (white sheets), and Balance Sheet (blue sheets), for each fund and department. The report covers the activity in the calendar (fiscal) year from February 1 through February 29, 2000. The Check History shows each fund with an expenditure history during the month of February, 2000. The total disbursements by fund are shown at the top of the listing. RECOMMENDATION: Staff will be available to answer specific questions. If the report is satisfactorily complete, we recommend the Board take affirmative action to receive the Financial Report and approve the payment of bills. RECOMMENDED MOTION: Move to approve Resolution 2000-03, Resolution of the Columbia Heights Economic Development Authority (EDA) approving the Financial Statement for February, 2000 and Payment of Bills for the month of February, 2000. DA ACTION: EDA RESOLUTION 2000-0__3 RESOLUTION OF THE COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) APPROVING THE FINANCIAL STATEMENT FOR FEBRUARY,2000 AND PAYMENT OF BILLS FOR THE MONTH OF FEBRUARY, 2000. WHEREAS, the Columbia Heights Economic Development Authority (EDA) is required by Minnesota Statutes Section 469.096, Subd. 9, to prepare a detailed financial statement which shows all receipts and disbursements, their nature, the money on hand, the purposes to which the money on hand is to be applied, the EDA's credits and assets and its outstanding liabilities; and WHEREAS, said Statute also requires the EDA to examine the statement and treasurer's vouchers or bills and if correct, to approve them by resolution and enter the resolution in its records; and WHEREAS, the financial statement for the month of February, 2000 and the list of bills for the month of February, 2000 are attached hereto and made a part of this resolution; and WHEREAS, the EDA has examined the financial statement and the list of bills and finds them to be acceptable as to both form and accuracy. NOW, THEREFORE BE IT RESOLVED by the Board of Commissioners of the Columbia Heights Economic Development Authority that it has examined the attached financial statements and list of bills, which are attached hereto and made a part hereof, and they are found to be correct, as to form and content; and BE IT FURTHER RESOLVED the financial statements are acknowledged and received and the list of bills as presented in writing are approved for payment out of proper funds; and BE IT FURTHER RESOLVED this resolution and attachments are to be made a part of the permanent records of the Columbia Heights Economic Development Authority. Passed this__day of , 2000. MOTION BY: SECONDED BY: AYES: NAYS: Robert Ruettimann, President EDA President Attest by: Cheryl Bakken, Secretary H:~ResolutionsX2000-03.wpd Parkview Villa Housing Complex 965 N.E. 40th Avenue, Columbia Heights, MN 55421 312) 782-0857 DATE: March 13, 2000 TO: KEN ANDERSON, DIRECTOR OF COMMUNITY DEVELOPMENT; EDA SHIRLEY BARNES, CHIEF EXECUTIVE OFFICER; CREST VIEW COMMISSIONERS; COLUMBIA HEIGHTS EDA BOARD OF D IRECTO,R~ CREST VIEW FROM: MICHELLE CHALIN/,'PUBLIC HOUSING ADMINISTRATOR RE: FEBRUARY/MARCH MANAGEMENT REPORT FOR PARKVIEW VILLA & 4607 TYLER PHYSICAL PLANT: Lagerquist continues to service the elevators. There have not been any problems reported since December of 1999. The sensors were replaced on the garage door. Drain Doctor and Cedar Plumbing were to access the problem with clogged kitchen sinks. Decided to clean out the pipe and make an access panel in one apartment for us to try (performed on 2/24/99). Thus far it has been working well and if it appears to be the answer to our problems then we will have this done on all the first floor apartment at the recommendation of the Drain Doctor and Cedar Plumbing. _ The annual Fire Department Inspection due to occur today, March 13, 2000. The annual unit inspections will begin in April 2000. OCCUPANCY:- NORTH BUILDING: APT # VACANCY DATE 312 March I 509 March 1 NAME MOVE-IN DATE Internal Move by April 1. The vacated unit will be occupied by Phyllis Anderson as soon as available. This unit will be used by Millar as a workroom Owned by the EDA of the City of Columbia Heights Managed by Crest View Management Services Equal Housing Opportunity Agency SOUTH BUILDING: APT# VACANCY DATE and storage room while modernizing the elevators (Approximately March through August of 2000). NAME MOVE-IN DATE 4-PLEX: Unit ~2: Internal Move By April 1, which will leave unit #1 available for occupancy. Waiting list totals are as follows: Parkview Villa North 26 CH Residents 46 Non-residents 4607 Tyler 5 CH Residents 6 Non-reSidents Parkview Villa South 34 CH Residents 20 Non-residents MISC: A separate waiting list is now being maintained for residents who already live at Parkview Villa but wish to move to a different apartment. Residents of Parkview Villa will have first priority on any open apartment before it is offered to the general waiting list. A resident's vehicle was stolen from the front parking lot in the early morning hours of March 8, 2000. COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: Public Heatings ORIGINATING EXECUTIVE NO: DEPARTMENT: EDA DIRECTOR APPROVAL ITEM: Public Heating for Business Subsidy BY: Ken Anderson ~(~x~ BY: Policy DATE: March 16, 20001. ,, - _ ISSUE STATEMENT: This is a State mandated Public Hearing set for March 21, 2000 for consideration and adoption of a policy and criteria for granting Business Subsidies. BACKGROUND/ANALYSIS: In 1999 the Minnesota Legislature enacted a new law regulating business subsidies entered into by local units of government on or after August 1st of 1999 as required in Minnesota's Statutes 116J.993 to 116J.995..The law also consists of new operation and reporting requirements. Any govemment agencies signing agreements to award business subsidies or qualifying for financial assistance must provide Annual Reports to the Department of Trade and Economic Development (DTED) for each agreement. This applies to any agreement signed after August 1st, 1999. Because of the upcoming Transition Block Development Project, it will be necessary to initiate the process to establish criteria and policies for providing business subsidies. The Statute requires that a Public Heating be held after which time a policy identifying criteria must be approved prior to entering into any agreements to provide a business subsidy. We have attached for your information a copy of a notice which is required to be published in the local newspaper prior to the Hearing date. Staff advertised that the public hearing be held on March 21, 2000 at approximately 7:00 p.m. Also note, a policy must be adopted by other governmental entities potentially providing assistance to businesses. This would include the Columbia Heights City Council which has set a public heating for March 27, 2000. RECOMMENDATION: Staff recommends that the EDA receive public comments and consider adoption of the Business Subsidy Policy and Criteria as written. MOTION: Move to close the public heating. RECOMMENDED MOTION: Move to adopt the Columbia Heights Economic Development Authority Business Subsidy Policy and Criteria. Attachments ~ EDA ACTION: Public Hearing-consent .wpd Columbia Heights Economic Development Authority(EDA) Business Subsidy Policy This Policy is adopted for purposes of the business subsidies act (the "Act"), which is Minnesota Statutes, Sections 116J.993 through 116J.995. Terms used in this Policy are intended to have the same meanings as used in the Act, and this Policy shall apply only with respect to subsidies granted under the Act if and to the extent required thereby. For purposes of this policy, a subsidy is defined as any "grant, contribution of personal property, real property, infi:astructure, the principal amount of a loan at rates below those commercially available to the recipient, any reduction or deferral of any tax or any fee, any guarantee of any payment under any loan, lease, or other obligation, or any preferential use of government facilities given to a business" in any amount equal to or greater than $25,000 or as may be amended by state law. A business subsidy must meet a public purpose(s). While it is recognized that the creation of good paying jobs is a desirable goal which benefits the community, it must also be recognized that not all projects assisted with subsidies derive their public purposes and importance solely by virtue of job creation. In addition, the imposition of high job creation requirements and high wage levels may be unrealistic and counter- productive in the face of larger economic forces and the financial and competitive circumstances of an individual business. With respect to subsidies, the determination of the number of jobs to be created and the wage levels thereof shall be guided by the following principles and criteria: Each project shall be evaluated on a case basis, recognizing its importance and benefit to the community fi:om all perspectives, including created or retained employment positions. If a particular project does not involve the creation of jobs, but is nonetheless found to be worthy of support and subsidy, it may be approved without any specific job or wage goals, as may be permitted by applicable law. In cases where the objective is the retention of existing jobs, the recipient of the subsidy shall be required to provide reasonably demonstrable evidence that the loss of those jobs is imminent. The setting of wage and job goals must be sensitive to prevailing wage rates, local economic conditions, external economic forces over which neither the grantor nor the recipient of the subsidy has control, the individual financial resources of the recipient and the competitive environment in which the recipient's business exists. Page 1 of 2 Because it is not possible to anticipate every type of project which may in its context and time present desirable community building or preservation goals and objectives, the governing body must retain the right in its discretion to approve projects and subsidies which may vary fi:om the principles and criteria of this Policy. A subsidy agreement must be executed between the EDA and the recipient businesses in accordance with applicable state law. Both the business subsidy recipient and the EDA shall comply with reporting requirements specified in the law and as may be established by the Commissioner of the Department of Trade and Economic Development. Adopted by the Columbia Heights Economic Development Authority Date of adoption: · Date of public hearing:. Page 2 of 2 Subd. 7. State funding prohibited. No state money may be appropriated to the board. The board must utiliT, e private funds and nonstate public money to fund its activities. History: 1993 c 369 s 53 DEVELOPMENT 116J.991 PUBLIC ASSISTANCE TO BUSINESS; WAGE AND JOB REQUIRE. MENTS. A business that receives state or local government assistance for economic develop- mcnt or job growth purposes must create a net increase in jobs in Minnesota within two years of receiving thc assistance. The government agency providing the assistance must establish wage level and job cre- ation goals to be met by the business receiving the assistance. A business that fails to meet the goals must repay the assistance to the government agency. Each government agency must report the wage and job goals and the results for each project in achieving those goals to the department of trade and economic development. The department shall compile and publish the results of the reports for the previous calendar year by June I of each year. The reports of the agencies to the department and the compilation report of the department shall be made available to the public. For the purpose of this section, "assistance" means a grant or loan in excess of $2~,000 or tax increment financing. History: 1995 c 224 s 58 RECEIVED O 2000 SOMMUNIT¥ DEVELOPMEN-. February 22, 2000 _ Trade& Econ6mic Dexelopment To all Minnesota state and local government agencies: The 1999 Minnesota Legislature enacted a new law (Laws of Minnesota 1999, Chapter 243, Article 12; cod/fled as Minn_ Stat. § 1165.993 to §1165.995) regulating business subsidies entered into or authorized on or after August 1, 1999. This law repeals its predecessor, Minn_ Stat. §, !i 6L~new-op~g and reporting ~quirements. ~.._ ~es signing agreements to award business subsidies or qualifying financial assistance m~ '~ /' provide annual reports to DTED for each'agreement. Please note that agencies no longer need to // report, on agreeme.a, ts signed prior to August 1, 1999. The law also requires local government / agencies representing a population of more than 2,500 and all state government agenc.i..e_s_ to file a ( report ev..en if~t~.~e3~ hate not awarded any business subsidies. Local government agencies \ representing 2,500 or fewer people are exempt from reporting unless they have awarded a ~ "~ ~d~ _amir ha.q~lll~l~%{~sota Business A~sistance Form to collect iaformation fi-om t~ush:tess sut>sidy and/or financial assistance agreements. If you are required to report but have not signed a business subsidy or financial assistance agreement during the period August I, 1999 through December 31, 1999, please answer questions I through 13 on the form and follow the directions. Please submit a separate form for each agreement. All forms must be received or postmarked by April 1, 2000. Only forms meeting this deadline will be included in the department's summary analysis provided to the legislature. If forms are not received or postmarked by June 1, the responsible government agency may not award business subsidies until a report has been filed. Please make copies of the enclosed form or download additional forms fi'om DTED's website (www.dted. state.mn, us, click on News and Information, then Business and Economic Development, then Business Subsidies). The web site also includes additional information related to the law including a fact sheet and answers to frequently asked questions. Please understand that it is the grantor's responsibility to report to DTED. We do not want to interfere with grantor/recipient relationships and expect that recipients will report directly to grantors, not to DTED. Legislative leaders agree with this approach and have introduced bills this session designed to confirm this process. Kind regards, Bob Isaacson Director, Analysis and Evaluation Office COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting off March 21, 2000 AGENDA SECTION: Bid Considerations ORIGINATING EXECUTIVE NO: DEPARTMENT: EDA ]j(~ ..DIRECTOR APPROVAL ITEM: Approve Contract for Pest Control BY: Ken Anderson BY: Services for Parkview Villa Michelle Chalin DATE: March 17, 2000 ISSUE STATEMENT: This is a request seeking EDA Board approval of a contract for Pest Control Services for Parkview Villa North and Parkview Villa South. BACKGROUND: Parkview Villa North and Parkview Villa South axe required to have a professional pest control vendor who provides monthly maintenance on the outside of the building to prevent any pest control problems inside the building. The most recent contract with Action Pest Control, Inc. was terminated at, er it was discovered that Action never serviced the building according to the terms of the contract. ANALYSIS: Bids were sought fi:om several pest control companies to spray outside and around the buildings on a monthly basis and for additional services should there be a pest control problem inside the building. Bids for pest control services have been received fi:om the following companies: Acm'id Commercial Services by Orkin; Plunkett's Pest Control; Adam's Pest Control, Inc.; and B & E Pest Control. Acurid Commercial Services by Orkin charges an annual fee of $1,680 plus a one time start up fee of $250. Plunkett's Pest Control charges an annual fee of $720 plus additional charges for any work outside the contract, such as spraying resident apartments for pest control problems and traps, etc. Adam's Pest Control, Inc. charges an annual fee of $750 plus a one time start up fee of $50. B & E Pest Control charges and annual fee of $830.76. RECOMMENDATION: Staff is recommending EDA Board approval of the contract with Adam's Pest Control, Inc. RECOMMENDED MOTION: Move to award the contract with Adam's Pest Comrol, Inc. to provide pest control services based upon their low, qualified, responsible bid in the amount of $750 plus the one time start up fee $50 with funds to be appropriated from 203-46330-4000 in the amount of $536 and 213-46340-4000 in the amount of $264; and furthermore, to authorize the President and Executive Director to enter into an agreement for the same. Feb-lO-O0 11:08A Adam's Pest Control Inc. P.02 ADAM'S PEST CONTROL, INC. 872 Highway 55, Hamei MN · Twin Cities 478-9810 or 1-800-227-221 "PREVENTION PLUS"TM A Se~ice Agreement For The Multi Housing Indust~ Parkview Villa Housin9 Complex ~5 40'~ Avenue NE, Minneapolis, MN 5S421 Michelle Chalin APARTMENT~ ~ ~,~H-RISE ~ CON~INI~JMS ~ ~ME~j ~ OF ~UILDINGS ~ TOTALe OF UNITS ~5 A x ~NTHLY ~ QUARTERLY ~ OTHER; ~ IV. LOG BOO'RECORD KEEPING~NSPECTION REPORTS A. Wc wilt retain ~cords of aa wo~ pedormed on the ~o~dy ~ughout ~ yea~. B. An annul ~spect~n re~o~ of the pmpe~y wl~ be pinpoint areas gl concern in r~erds ~ pesl prevention. V, SPECIAL REQUEST SERV~ESIRESlDENT COMP~NTS All requests for ~ewice within ~e residents' uni~ ~11 responded to 0rom~tly. VI. CUSTOMER COOPE~TION Periodically suggestions will be mede to help in t~e overall sco~e of pest prevention. These requests will be ~de best interosts ef your prope~y. Please r~ard ~is info~at~n as i~o~ant and t~ke I~ appropriate action to corr~ concerns. Failure ~ cooperate with the correction of ~ndltio,s ~s prop,r cause for ADAM'S to void all w~nties. vii. COMMENTS OR SPECIAL INSTRUCTIONS Th~ ~n[tial charqe splits th~ ~st of rodent gear an~ ~tat~s that will be placed i~ and mound you~ ~rope~. comp[~t~on of th~ l~s[ year you own the eeuioment. SCOPE OF OPE~TIONS viii. TERMS & CONDITIONS I nvestmenl for ADAM'S "Prevention Plus' as ouU~ed: A. Twelve s~udul, d ~,~v~ccs will hC pcdom~ud aver a ~elvc IniUal charqe: 550.00. payable ~s ~nth peri~. On Ih,~ Se,~ic~5 w~ will in~,ct and tre~t ~mmon area5 Such aS. ~nt~ays. u~ergruun~ parkin0. Maintenance Fee: ~?~.00. ~eryear. laund~ rooms, boiler mm~ nnd ~[or~%le rooms. P~ynble~ ~62 5~. ~e~ mo~t~. B. ~so o~ schedu c:d ~(~m~ d~te~ we will address th~ 1)T~rm~ar~ ne130 seasonal n~ds of t~ i)r(~pttrly. Examples: Darrinr trcalmen[~ 2) Il paymef~t i~ nul ,uccwe~ belore next bill~g date. a ~crv~e around tho cxt~r of ttl(~ buildings to stop foraging inset5 t.5% O( the t*nlla~ balance ~6 edd~ 1o lhe a,.Ou~ Otle T~a SUCh as ants in tho :;,imm~r ur tu I~elp stop invasions ()( o,~n,.,~t p~,~m~ riteol 4) Pri~c~ [J,~ ,.)l.,n(:[,~ ~ny mpg~eble taxes ~) I~ tr,r~'r~ [~ ever 3 need for AOAM'S t0 forward your ec~nt T~s ~mement sh~ll b~ I.~:,, md~:-d i),:,'~ Of / ~* month~ l i.~ ~ecm~nt ~1 =utomat,cal~y r~,,w itself after the first / ~ n~nms. ADAM'S S~F,ature ~ ate ~~' Crest View Corporation 965 40m Avenue NE ,C~o,,,lumbia ",ights.:?N 55421 1 Bill Oault 612-907-1172 I. OBJECTIVE OF PROGRAM TO provide services that wi# nignificuntly reduce the polential uf specific pest problnm~ that co,nmonly OCCUr wilhm residences and to provide such services in a prompt. courteous manner. I1. IlL PESTS AND AREAS COVERED A. The climination arid prevention of: rats. rAlce, roache.~'. silverfish, ants'. ~ickct:h w~terbU~lS, spiders lind B. ~m~n areas gl tl~ bui;di~(=) 3s well R~ nil re,;deal unil~ are p~t~ted under tnrm~. (;f Lhi~ ~:ileement. C. 'SPECIAL PROGRAM POR COCKROACHES AND (Ih~ rare) PHARAOH ANTS: ~ec~u~n th(~:;t two pests are Carded into the ~i~i~s. no p;evcnL~liv~ w[~rk can ~[0~ tl~eir S~uld eider of ti~e~n i~nt~ bc brouuh[ into lhe building(s). a~il~al costs may ncc,r. Up [u N/A units pcr healed for roa~es or pharaeh urtts with no eddifinn~ charfle. Sh~ ~ro th~n the [,llutted number of unit~ require trea~ent · e additional units wilt be billed et t~n rate o~ $Nt~ per unit. THERE ARE NO LIMITATIONS (}N *1 HE NUMBER OF UNIT~; TREATED FOR THE OTHCR PE~;T~ LIS rED IN ITEM IIA. O. For ~e first NI~ mu,dhs gl tl~i5 agreement there will charge of SNIA Der unit ACCEPTANCE[ Or PROPOSAL The shove ~'tce~, c()flLhliO~.u ,.ld irenee- ore CLIENT Si0r~aturc X Prh~t NaiT~c, X Date X ~1. I COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: ORIGINATING EXECUTIVE NO: DEPARTMENT: EDA DIRECTOR APPROVAL ITEM: Transition Block BY: Kenneth Anderson \BY: DATE: March 17, 2000 BACKGROUND/ANALYSIS: Attached is fmancial information provided by Keith Jans of Real Estate Equities Development Company who will be attending the meeting. Also attached is a draft of the proposed Parking Agreement that would be executed by the EDA, NEI, and the developer. The purpose of the Agreement is to insure that NEI maintains a minimum of 500 spaces on-site and immediately adjacent off-site. As of this writing, we have not received comments from NEI as to whether this Agreement is satisfactory to meet their perceived needs. Legal counsel is drafting a term sheet which will clarify pertinent terms and responsibilities of the relevant parties. A redevelopment agreement or contract will be drafted from this term sheet to be executed prior to seeking project approvals and incurring costs for financial advisory services, legal services, construction documents, eminent domain proceedings, etc. RECOMMENDATION: Consider issues presented in the term sheet (to be provided) and presentation by Mr. Jans. RECOMMENDED MOTION: NONE. EDA ACTION: h:\ Transition Block. wpd REAL ESTATE EQUITIES DEVELOPMENT COMPANY TO: FROM: SUBJECT: DATE: CC: KEN ANDERSON KErrH JANS TRANSITION BLOCK - MUNICIPAL INVESTMENT 03/10/2000 RECEIVED MAR 13 2000 QQ,MMUNII _ DEVELOPMEN'; Through the joint efforts of the City, Crest View and Real Estate Equities we believe that the proposed financial structure for this redevelopment project is as cost-effective as you will fin& The EDA and staff should be commended for their efforts in assembling this project. Through the course of working with you to secure non-city resources and assembling this project our collective group has created a financial structure which minimizes the mount of investment required by the City. The proposed munidpal investment coupled with a PUD approach to assembling this site provide the necessary elements to make this project happen. The following items outline the additional elements necessary to bring this project to fruition. TAX CREDIT RENTAL TOWNHOMES In addition to the funds we have secured (HOME, LCA, CDBG and MHOP) this portion of the project will need Pay As You Go Tax Increment Financing (TIF) for a 25 year term. This TIF assistance is necessary to achieve an adequate level of cash flow to obtain a permanent mortgage and secure the equity investment. We are anticipating that this portion of the project would be a Qualified Housing District. Because it is a tax credit rental project we will be applying for 4(d) taxes - which we have assumed in the pro forma. ASSISTED LIVING PROJECT In addition to the funds we have secured (LCA) the project will need Pay As You Go Tax Increment Financing ('rlF) for a 25 year term. This TIF assistance is necessary to achieve an adequate level of cash flow to obtain a permanent mortgage. We are mdc/paring that this portion of the project would be a Qualified Housing District. Because at least 20% of this project is targeted to affordable senior living we will be applying for 4(d) taxes - which.we have assumed in the pro forma. In addition, we are planning to issue tax exempt 501(c)3 bonds through the EDA. If available, we would like to issue these bonds as Bank Qualified paper. We are mdc/paring the acquisition of the Columbia Heights Commercial Building for $1.00. We are anticipating the use of eminent domain for the Citywide Locksmith property. FOR SAI.~. TOWNHOMES In addition to the funds we have secured (ICA) the project will need a direct City investment of $230,000. Tax Increment Financing may be one source of revenue for this investment. The cost of · land acquisition coupled with market constraints on sales prices in this market area make this level of investment necessary. PUBLIC IMPROVEMF. NTS Through a combination of the financial structure(s) for the 3 project components we are currently projecting that the project can support the $275,000 needed for on-site improvements for NEI. In addition we need the City to cover the cost of the 81 stalls of off-site parking. SUMMARY The total direct investment by the City of $230,000 (If the For Sale townhomes are eliminated there would be no direct cash investment required) plus the 81 stalls of off-site parking to leverage a total project investment of over $10,000,000 provides an excellent return on investment of City COLUMBIA HEIGHTS LH-ITC TOWNHOMES Columbia Heights,..MN L 0 W INCOME HO USING TAX CREDIT SUBMISSION COLUMBIA HEG~S HOUSING LIMITED PARTNERSHIP I PROJECT DESCRIPTION COLUMBIA HEIGHTS HOUSING LIMITED PARTNERSHIP I REAL ESTATE EQUITIES The project will consist of the construction of a 22 unit LIHTC townhome project on a 1.65 acre parcel of land. This project is one component of a larger redevelopment effort being initiated by the City of Columbia Heights. The primary focus of this initiative is to redevelop a 7.5 acre parcel of land into a "Transition Block" between existing commercial property to the east and single family residential development to the norh and west. Highdse _X_ HOME _X__ Family Elderly _X~ MHOP _X~ UHTC ~ Acquisition Renovation _X__ Townhouse Handicapped Mod. Income _X__ New Construction Project Start: Construction Start: Marketing Begins: Initial Occupancy: · Stabilized Occupancy: JULY 1999 JUNE 2000 NOVEMBER 2000 JANUARY 2001 MAY 2001 Units: Structures: Stories: Phases: - Covered Spaces: 22 4 2 1 22 Total Site Area: Proposed Density: Is Rezoning Required: 1.65 ACRES 13.33 d.u. I acre Will be done as PUD PROJECT MILESTONES PROJECT MH.,ESTONES CLOSE ON TAX CREDITS CLOSE ON CONSTRUCTION LOAN BEGIN CONSTRUCTION MARKETING BEGINS INITIAL OCCUPANCY COMPLETION OF CONSTRUCTION FINAL OCCUPANCY CLOSE ON PERMANENT MORTGAGE JUNE 2000 JUNE 2000 JUNE 2000 NOVEMBER 2000 JANUARY 2001 APRIL 2001 MAY 2001 JULY 2001 SOURCES AND USES OF FUNDS SOURCES & USES OF FUNDS USES OF FUNDS: LAND: Acquisition CONSTRUCTION / REHABILITATION DESIGN & RELATED DEVELOPMENT COSTS PROJECT ADMINISTRATION DEVELOPER FEES FINANCING COSTS REQUIRED RESERVES CONTINGENCY TOTAL USES OF FUNDS: ,,SOURCES OF FUNDS: 1ST MORTGAGE DEFERRED FEES EQUITY - Tax credits (Net) MLCA FUNDS SUBSIDY - HOME MHOP (2,3,3) OTHER GAP FUNDING TOTAL SOURCES OF FUNDS: $220,000 $10,000 $2,038,728 $92,669 $106,263 $4,830 $109,245 $4,966 $150,000 $6,818 $150,000 $6,818 $237,600 $10,800 $21,600 $982 $66,000 $3,000 $3,099,436 $140,883 $635,000 $28,864 $1,678 $76 $1,776,618 $80,755 $136,246 $6,193 $234,894 $10,677 $315,000 $14,318 $0 $0 $3,099,436 $140,885 REAL ESTATE EQUITIES (03/08/2000) DEVELOPMENT BUDGET LIHTC RENTAL ...... :~: .............. =~,: .............. ~i~..:~. ............. ~.:~;.~:~-.:;~.~::~: DEVE I ......................... ;~,.~, ...:~,-.. ,...~...- .-.-::~..~;; ............................. t LOPMENTBUDGET ! ================================::::::¢::::":::::¢: ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::.`..:...:::~::.~...`.~:~:.::!:::!.< !:::~:::~.:.::::::.:.:.~..::.~..::.~::....~::i:i:?.¥.~;~:~>.x::.:~.~..~:...::...:.:~::.:i:~:!!:`:~;..-.~::!~{:::. !!:'.'E~:;:.'. ~[:~:~:;.'::!:!:!~!:~!: ~!:~;~!~!~!~ ~ ~j~!~:;~ !i~:~!~ ~ ~:) ~5~ ~ )!i~ ~ ~!;~ :'i! >.'~..'~:i:!'! Land Acquisition $220,000 SI0,000 Construction Hard Costs $1,745,172 $79,326 Construction Related Soft Costs: Builder's Overhead $52,355 $2,38o Builder's Profit $34,903 Sl,587 Fees & Permits & Park & Etc. $34,903 $1,587 Water, Sewer, S.A.C. $33,000 $1,500 Builder's Risk $13,961 $635 Bond Premium $15,707 Furnishings & F'~cures $8,726 $397 Contingency $100,000 Design Costs: Architectural Design & Reimb. $50,968 $2,317 Architectural Supervision & Relmb. $30,581 $~,3g0 Additional engineering $6,116 $278 Special Consultants / Intedor Design - · $3,670 $167 Surveys & Related $6,728 $306 Soil Borings &Perc. Tests $2,752 Environmental Review $3,262 Contingency $2,186 ^ppraisais $5,000 S227 T'~e and Related $15,000 $682 R. E. Taxes - During Constru~on $3,360 S~53 U~lities - Dudng Construction $1,024 $47 Insurance - During Construction $5,681 $258 Developer's Legal $40,000 Developer's Accounting $10,000 Project Administration $150,000 Developer's Fees $150,000 $6,818 Market Feasibility Study $5,000 S227 Development Consultant(s) $5,000 $227 Marketing: $5,500 $250 Initial Equipment $7,150 $325 Other Organizational $6,530 $2.97 Construction Loan Financing Lender's Fees $30,000 Lender's Counsel $7,500 S341 Permanent Loan Financing: Lender's Fees $13,000 Lender's Counsel $7,500 ~4~ Miscellaneous/Fees $1,000 $45 Financial Advisor $10,000 $455 MHFA FEES $1,000 Construction Loan. Interest $119,100 Syndication - Legal $30,000 Syndication - Accoun~ng $7,500 $34~ Fee - Tax Credit Application $3,000 Fee - Tax Credit Reservation $4,000 $182 Fee - Tax Credit Canyover $4,000 $182 Capital Replacement Reserve $6,600 $300 Initial Operating Deficit Reserve $0 Permanent Operating Deficit Reserve $15,000 $682 Project Contingency $66,000 $3,000 TOTAL PROJECT COST: $3,099,435 $~40,883 ~<.:.'::::::::: :::::::'::: :::'::::::: -:, ~-.~:~::~:::::.:~.~;::~ :~ ~~r,: ~~. :~:T:~'/;.~.','~- + ~. · - .>:~::~ :~ ~¥~:~:~.. +~::::::::::: ~.:::: <+ ~- -~.:::::::..:. ,-~ · · · .:-. ~..~-,::: - - -~- ~:;:.:-..--, .... :::::::::::::::::::::::::::::::::::::::::::::::: ' ' .! ......... "~ ............. ::: ........................................ ::.:::.~. !: ~:~:~::~:::~i~!~.:.: ~:~:.~:~ ~.~'~!:~?:~:~:~ ~: ~:';f~.::~:~:~.~:~:~,-~!:~-~'~:'~:' ~:~j~,~.j:~: i~ ........... "' '"'"' '" · ............. '~"':':':'""'.':':":~'~'~'~-- .;- .': :~'.':: .':':':. :':':':-::5.'-': :':':: ::.~:..'::::::: ::: ..::.':::::.'- ............... ':: ~:"" ' ' 'g::'":: :": ~'": ~:: :""':"'~ "": :? '~-:-".::: ........ ::':::: >": ¢,...:--.:.:~i¢:~:t f~':: ::'J: :~::: UNIT NIJIJER '/, ~ FT. MONTHLY PER SQ.FT. TOTAL . TOTAL TYPE DE~,CRFrION OF uNrr~ oF TOTAL PER UNIT REV'JUNIT PER YEAR Pm MONTH ANNi_i.Ai_. A. 2 BEDROOM B. 3 BEDROOM C. 3 BEDROOM - DELUXE 4 BEDROOM MARKET RATE UNIT TOTAL A. 2 BEDROOM B. 3 BEDROOM C. 3 BEDROOM - DELUXE D. 4 BEDROOM LIHTC UNIT TOTAL rOTAL FOIl AU. UNITt: ,, MHOP RENTS - Net al' Utility Allowance j 50% OF MEDIAN RENTS - Net of Utility Allowance I 1 5% 1,150 $260 $0.226 $260 $3,12C 1 5% 1,275 $260 $0.204 $260 S3,120 0 0% 1,315 $260 $0.198 $0 $0 1 5% 1,545 $260 $0.168 $260 $:3,120 3 14% 3,970 ~26U.0O $0.196 $780 $9,360 32% 1,150 $835 $0.552 $4,445 $53,340 23% 1,275 $'730 $0.573 $3,650 $43,800 18% 1,315 $730 $0.555 $2,920 $35,040 14% 1,545 $810 $0,524 $2,430 $29,160 56% 24,320 $707.63 $0.553 $13,445 $161 ,:340 1A60 ' Ave. # OF GARAGES: # OF STORAGE UNITS: COMMERCIAL GROSS RENT: GRO~I, RENTAL INCOME: 22 RENT PER MONTH: 0 RENT PER MONTH: $0 $0.000 $0 $0 O RENT PER MONTH: $0 $0.000 $0 $0 APARTMENTS 7.00% $45.26 $0.035 $096 $11,94g PARKING 7.00% $0.00 $0.000 STORAGE 0.00% $0.00 $0.000 COMMERCIAL 0.00% $0.00 $0.0O0 $0 $0 TOTAL VACANGIE~: $0.oo S0.0~5 $996 $11,g49 (ANNUAL ANT.) RENT C~EDITS $0 $0.00 $0.000 $0 COLLECTION LOSS $0 $0.00 $0.000 $0 S0 PROMO. RENT INCENTIVES $0 $0.00 $0.000 $0 MISC. ADJ. / RF. NT CONCESSIONS $0 $0.00 $0.000 $0 TOTAL REVENUE OFFSb'TS: S0 $0.00 $0.000 $0 $601 $5.612 S1~,'~ S158;751 (ANNUAL AMT.) UTILITY PASSTHROUGH S190 $0.72 $0.001 S16 LAUNDRY -- S0 $0.00 $0.000 $0 $o APPLICATtON FEES $475 S1.80 $0.001 $40 S47§ RENTAL RESEARCH - (Expe~.) ($532) ($2.02} ($0.002) · ($44) ($5321 LATE FEES $399 $1.51 $0.001 $33 $399 NSF CHARGES $38 $0.14 $0.000 $3 $38 U.D. CHARGES $152 $0.58 $0.00O $13 S152 U.D. - (Expen.~) ($190) ($0.72) ($0.001) ($16) ($190', RESIDENT INVOICES $190 $0.72 $0.001 $16 $190 OTHER INCOME $38 $0.14 $0.000 $3 $38 INTEREST INCOME $96 $0.36 $0,000 $8 $96 FORFEITED SECURITY DEPOSITS $0 $0.00 $0,000 tOTAL MISCELLANEOU~ INCOME: g58 $3.24 $0.003 OCCUPANCY SCHEDULE .> 1 UJ e- PRO FORMA '! COLUMBIA HEIGHTS FOR SALE TOWNI-IO~S FINANCLA L PR OJECTIONS COLUMBIA HEIGHTS TOWNHOMF~S, LLC SOURCES AND USES OF FUNDS SOURCES & USES OF FUNDS USES OF FUNDS: LAND - Acquisition CONSTRUCTION DESIGN & RELATED DEVELOPMENT COSTS PROJECT ADMINISTRATION DEVELOPER FEES FINANCING COSTS REQUIRED RESERVES CONqqNGENCY TOTAL USES OF FUNDS: SOURCES OF FUNDS: CONSTRUCTION LOAN NET SALES PROCEEDS EQUITY - Cash MLCA FUNDS SUBSIDY - HOME/CDBG/OTHER INTEREST EARNINGS OTHER GAP FUNDING TOTAL SOURCES OF FUNDS: 8 PER UNIT $234,000 $29,250 $837,046 $104,631 $48,000 $6,000 $143,561 $17,945 $40,000 $5,000 $40,000 $5,000 $121,343 $15,168 $0 $0 $22,050 $2,756 $1,486,000 $185,750 $736,000 $92,000 $220,000 $27,500i $100,000 $12,5001 $200,000 $25,000 $0 $0 $0 $0 $230,000 $28,750 $1,486,000 ' $185,750 REAL ESTATE EQUITIES (03/10/2000) UNIT PRICING COLUMBIA HEIGHTS For Sale Townhomes Pricing Update - March l, 2000 BUILDING ONE Un~ I 42nd Avenue A 1285 $129,000.00 Unit 2 42nd Avenue A 1285 $125,000.00 Un~ 3 42nd Avenue A 1285 $125,000.00 Unit 4 42nd Avenue A 1285 $129,000.00 BUILDING TWO UnR 5 42nd Avenue A 1285 $129,000.00 Un~ 6 42nd Avenue A 1285 $125,000.00 Un~ 7 42nd Avenue A 1285 $125,000.00 Unff 8 42nd Avenue A 1285 $129,000.00 PROGRAM SUMMARY GENERAL INFORMATION; PROPER'P((LOTS) ACQUIRED: CONSTRUCTION BEGINS: CONSTRUCTION COMPLETE: UNITS LEASED: SOLD UNITS OCCUPIED: CUMMULATIVE SOLD UNITS OCCUPIED: V~EIGHTED AVE. OCCUPANCY: WITHDRAWt. - (Cummumlve): 0 0 0 0 .0 0 8 0 0 0 0 8 0 8 0 0 0 8 0 0 0 0 0 0 0 8 0 0 0 8 0 8 8 8 8 8 0 0 0 0 0 0 0 0 0 0 0 REVENUES TOTAL MONTHLY RENTS: S0 $0 S0 S0 S0 S0 VACANCY: $0 $0 $0 $0 $0 $0 EFFECTIVE GROSS RENT: S0 S0 S0 S0 S0 S0 OPERATING EXPENSES: $0 $0 $0 NET OPERATING INCOME: S0 S0 S0 S0 S0 S0 SALES REVENUE: S0 $1,016,000 $0 $0 $0 Sl,016,000 TOTAL REVENUES: $0 $1T016~000 $0 $0 $0 $1r016T000 PROJECT COSTS: PROPERTY ACQUISITION: S262,708 $0 $0 $0 $0 $262,708 CONSTRUCTION: $357,015 $528,031 $0 $0 $0 $885,046 FINANCING & LEGAL: $52,220 $11,500 $0 $0 $0 $63,720 CONTINGENCY: $7,000 $15,050 $0 $0 $0 $22,050 DEBT SERWCE RESERVE: S0 $0 $0 S0 $0 S0 CARRYING: S25,000 $97,641 $0 $0 $0 $122,641 SALE COSTS: $0 $83,120 $0 $0 $0 $83,120 DEBT SERVICE COSTS: $12,963 $30,949 $0 $0 $0 $43,912 TOTAL PROJECT COSTS: S716,906 S766,290 $0 $0 $0 $1,483,196 CASH FLOW ANALYSI~ CASH AVAILAB L.E/(REQU IRED): APPUCATION OF SOURCES ($716,906) $249,710 $0 $0 $0 ($467,196 TENANT DO~Mq PAYMENT S0 S0 S0 S0 $0 S0 TENANT ESCROW S0 S0 S0 $0 $0 S0 EQUITY $100,000 $0 $0 $0 $0 $100,000 REPAYMENT OF EQUITY S0 ($100,000) $0 $0 $0 ($100,000) CONSTRUCTION LOAN $416,906 $319,094 $0 $0 $0 $736,000 REQUIRED SUBSIDY $200,000 $267,196 $0 $0 $0 $467,196 REPAYMENT OF LOAN PRINCIPAL S0 ($736,000) $0 $0 $0 (S736,000) 0 S716,906 (S249,710) $0 $0 $0 $467,196 REAL ESTATE EQUITIES (03/10/2000) ,,~-- ANNUAL SUMMARIES GENERAL INFORMATI~)N: PROPERTY (LOTS) ACQUIRED: 0 0 0 0 0 0 CONSTRUCTION BEGINS: 8 0 0 0 0 8 CONSTRUC'FION COMPLETE: 0 8 0 0 0 UNFFS LEASED: 0 0 0 0 0 0 SOLD uNFrS OCCUPtED: 0 8 0 0 0 8 RENTAL OCCUPANCY SCHEDULE WEIGHTED AVERAGE 0.0 0.0 0.0 0.0 0.0 WITHDRAWt.. ICummulmtlvet: ANNUAL 0 0 0 0 0 0 0 0 0 0 0 0 CUMMULATIVE: 0 0 0 0 0 0 CUMMULATIVE SOLD uNrr~ OCCUPIED ANNUAL 0 0 0 0 0 0 0 8 0 0 0 8 CUMMULATIVE: 0 8 8 8 8 8 REVENUES MONTHLY RENTS: RENTS: TOTAL MONTHLY RENTS: VACANCY: EFFECTIVE GROSS RENT: $0 $0 $0 $0 $0' $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 MARKETING&TURNOVER $0 $0 $0 $0 $0 $0 ~U~C.~=MENTFEE $0 $0 $0 $0 $0 $0 ADMINISTRATIVE $0 $0 $0 $0 $0 $0 OPERA~NG $0 $0 $0 $0 $0 $0 ~UNTENANCE $0 $0 $0 $0 $0 $0 UTU. mES $0 $0 $0 $0 $0 $0 TAXES&INSURANCE $0 PILOTIREALESTATETAXES $0 OTHE~ $0 $0 $0 $0 $0 $0 TOTALOPERA~NGEXPENSES: $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $01 NET OPERATING INCOME: NETSALEPROCEEDS $0 $1,016,000 $0 $0 $0 WITHDRAWLRECAFTURE-(Net) $0 $0 $0 $0 $0 INTERESTEARNINGS $0 $0 $0 $0 $0 TOTALSALESREVENUE: $0 $1,016,000 $0 $0 $0 $1,016,000 $~,o~6,o~ $0 REAL ESTATE EQUITIES (03/10/2000) ' ~i'' i' "~ ........ ! ~ ~ ~ ANNUAL SUMMARY2 PROJECT COSTS: PROPEI~I"Y' ACQUISITION $234,000 ~ $0 $0 S0 $~,~ U~ S~ C~S $0 S0 $0 $0 $0 ~N / ~CE $0 S0 $0 $0 $0 ~N $0 $0 $0 $0 $0 ~ & ~OS~ ~: ~ B;~ER & CO~ $1,000 ~ $0 $0 $0 $1,000 ~E S~CH $50 $0 $0 $0 $0 ~ ~U~CE $1 ,~5 $0 $0 $0 $0 $1,865 CLOSING $500 D~BU~ $1,250 $0 $0 $0 $0 $1,2~ ~A~ ~D T~ $3,~9 $0 $0 S0 $0 ~,7~ ~T~E ~G~ON T~ $2,599 S0 $0 $0 $0 C~S~A~ON F~ $15 ~CO~ING ~ES $0 PR~ ~E. T~S $2,5~ $0 $0 $0 $0 $2,~ TOT~ ACQu~smoN CO~: $262,7~ ~ $0 $0 $0 $26~708 ~ CO~ $221,378 ~2,7~ $0 $0 $0 ~,1~ ~ER PRO~ED ~S $5,~ $10 C~NGENCY ~ $~,6~ ~5,276 $0 $0 $0 ~7,913; F~N~ D~.'S / F~S $20,~0 $0 $0 $0 $0 $20,~ D~OLmON & C~CE $0 $0 $0 $0 $0 U~L & ~G S~P $0 S20,~ $0 $0 $0 $20,~ C~ FEES & PE~S $~,~ $0 $0 ~ / ~ / ~. DES. $~,0~ $10,~ $0 $0 $0 ~,~ C~UC~ ~E~ S0 $0 $0 $0 $0 TOT~ C~U~ON COST: $357,015 $528,031 $0 $0 $0 B~D COUN~ $0 S0 $0 $0 $0 S0 D~OU~ / ORtG~ON $14,720 $0 $0 $0 $0 $14,720 ~D~S COUNSEL $6,~ $0 $0 $0 $0 ~,~0 U~. F~N. / ~D. $5,0~ $0 $0 $0 $0 M~. ~ ~,~ $1,~ $0 $0 $0 SS,~0 U~. C~ ~,5~ $0 $0 $0 $0 H~ F~ $0 $0 $0 $0 $0 H~ COUNS~ $0 $0 $0 $0 $0 ~ ~ $3,0~ $0 $0 $0 ~ ~,~ ~ ~SO~ $0 S0 $0 $0 ~- ~ $14,~ S10,5~ $0 $0 $0 TOT~ F~ClNG CO~: $52,~0 $11,5~ $0 $0 $0 ~,7~ ~ $7,~ S15,050 $0 $0 $0 $~,0~ ~ $0 $0 $0 $0 $0 $0 T~S & ~NSU~CE - C~ $5,000 $5.~0 $0 $0 $0 $10,000 F~ C~UP $0 $8~ $0 $0 $0 ~00 DEC~ ~ON ~S $0 $7~ $0 $0 $0 $709 PR~ECT ~M~N~ON $0 ~0,~ $0 $0 $0 ~,~0 D~L~ FEE $0 ~0,0~ usc. ~Y~NG $0 $8~ $0 ,~S~ / ~NG $20,0~ $10,~2 $0 $0 $0 ~,332 ~TOT~ ~R~NG COST: $25,0~ $g7,~1 $0 $0 $0 $1~,~1 REAL ESTATE EQUITIES (03/10/2000) DOWN PAYMENT & CLOSING UNIT REMOOEL ALLOWANCE REALTOR COMMISSIONS TTrLE & PRO-P.A,'r-r.D TAXES (6 M¢~.) TOTAL SALE COSTS: $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $71,120 $0 $0 $0 $71,120 $0 $12,000 $0 $0 $0 $12~000 $0 $83,120 $0 $0 $0 $83,120 PRINCIPAL $0 $0 $0 $0 $0 $1 INTEREST $5,260 $5,000 $0 $0 $0 $10,260 TOTAL PAYMENT EQUITY: $5,260 $5,000 $0 $0 $0 $10,260 CONSTRUC'FION RNANCING: PRINC~AL $0 $0 $0 ~0 $0 $0 ~NTEREST $5,103 $24,949 $0 $0 $0 $30,052 TOTALPAYMENTCONST. LOAN: $5,103 $24,949 $0 $0 $0 $30,052 WORKING CAP.AL LOAN: PRINC~AL $0 $0 $0 $0 $0 $0 INTEREST $2,600 $1,000 $0 $0 $0 $3~600 TOTALWCLPAYMENTS: $2,600 $1,000 $0 $0 $0 $3,600 T~TAL DEBT SERVICE: PRINCIPAL $0 ~) $0 $0 $0 $0 INTEREST S12~963 $30~949 $0 $0 $0 $43r912 TOTAL DEBT SERVICE PAYMENTS: $12,963 $30,949 $0 $0 $0 $43,912 CASH FLOW ANALYSIS NET OPERATING INCOME: TOTAL SALES REVENUE: TOTAL PROJECT REVENUE: TOTAL PROJECT CO~T$: CASH AVAILABLE/(REQUIRED): APPUCATION OF SOURCF_~: TENANT DOWN PAYMENT TENANT ESCROW EQUITY REPAYMENT OF EQUITY CONSTrUCTiON LOAN REQUIRED SUBSIDY REPAYMENT OF LOAN PRINCIPAL. $0 $0 $0 $0 $0 $0 $0 $1,016,000 $0 $0 $0 $1,016,000 $0 $1,016,000 $0 $0 $0 $1,016,000 $716,906 $766,290 $0 $0 $0 $1,483,196 ($716,906) $249,710 $0 $0 $0 ($467,19e $0 $0 S0 $0 $0 $C $0 $0 $0 $0 $0 $0 $100,000 $0 $0 $0 $0 $100,000 $0 ($100,000) S0 $0 S0 ($100,000 $416,906 $319,094 $0 $0 $0 $736,000 $200,000 $267,196 $0 $0 $0 $467,196 $0 ($736,000) S0 $0 S0 {$736,000 $716,906 ($249,710) $0 $0 $0 $467,196 c REAL ESTATE EQUITIES (03/10/2000) ~oo c 0o~00 ~oo~oooo 0 Ltl 00000~00 00000~00 O0000mO0 00000~00 0000~00 00~00000 000 0¢ 0¢ 00000 00~00 0000000000 ~ COLUMBIA HEIGHTS ASSISTED LIVING PROJECT FINANCIAL PR OJE CTIONS CREST VIEW / ONDC SOURCES AND USES OF FUNDS SOURCES & USES OF FUNDS USES OF FUNDS; LAND - Acquisition CONSTRUCTION / REHABILITATION DESIGN & RELATED DEVELOPMENT COSTS PROJECT ADMINISTRATION DEVELOPER FEES FINANCING COSTS REQUIRED RESERVES CONTINGENCY TOTAL USES OF FUNDS: SOURCES OF FUND~; 1ST MORTGAGE (Series A Bonds) SUBORDINATED DEBT- (Premium Bonds) EQUITY - Cash MLCA FUNDS SUBSIDY - HOME/CDBG/OTHER INTEREST EARNINGS OTHER (GAP) TOTAL SOURCES OF FUNDS: MARKET RATE 5O PER UNIT $500,000 $10,000 $3,006,560 $60,131 $102,734 $21055 $319,250 $6,385 $250,000 $5,000 $250,000 $5,000 $519,700 $10,394 $455,402 $9,108 $150,000 $3,0001 $5,553,646 $111,073 $4,700,000 $94,000 $543,996 $10,880 $0 $0 $309,650 $6,193 $0 $0 $0 $0 $0 $0 $5,553,646 $111,073 REAL ESTATE EQUITIES (03/08/2000) DEVELOPMENT BUDGET NUMBER OF UNITS NUMBER OF LOW INCOME UNITS TOTAL NET RENTABLE AREA GROSS BUILDING S.F. AVERAGE NET RENTABLE AREA/UNIT GROSS S.F. PER UNIT BUILDING EFFICIENCY DEVELOPMENT BUDGET; LAND CONSTRUCTION DESIGN & RELATED DEVELOPMENT COSTS DEVELOPER FEES FINANCING COSTS REQUIRED RESERVES CONTINGENCY TOTAL PROJECT COST DEPRECIATION & AMORTIZATION INFORMATION: CONST. PERIOD INTEREST & TAXES FINANCE COSTS ORGANIZATIONAL EXPENSE START-UP COSTS DEPRECIATION - 27.5 YRS. DEPRECIATION - ACRS - 7 YRS TOTAL DEPRIClABLE BASIS: NON-DEPREClABLE COSTS; ORIGINAL BASIS (NET OF INT, EARN, ADJ. ): LIHTC BASIS PREMIUM PROJECTTOTAL 50 50 23,760 40,000 475 800 59% $500,000 $3,006,560 $102,734 $319,250 $500,000 $519,700 $455,402 $150,000 $5,553,646 $188,750 $341,450 $200,500 $9,750 $3,842,159 $12,835 $4,595,~ $958,202 $3,793,044 $4,049,044 PER UNIT $10,000 $60,131 $2,055 $6,385 $10,000 $10,394 $9,108 $3,000 $111,073 $3,775 $6,829 $4,010 $195 $76,843 $257 $91,909 $19,164 $75,861 $80,981 Acquisition $500,000 $12.50 $10,000 Property taxes $0 SO.00 SO Closing Costs $0 SO. iX) SO Other/Contingency $0 SO.00 SO IMPROVEMENTS COST: A. Purchase Price of Building SO SO.00 SO B. Conetruction Costs . (Estimate) $0 SO.00 SO - OR - C. Construction Hard Costs: 1 General Requirements SO $0.00 $0 2 Site Improvements · SO $0.00 SO 3 Concrete SO SO.00 SO 4 Mesons/ SO $13.00 SO 5 Metals SO SO.00 SO 6 Wood & Plastics SO $0.00 $0 ~ Moisture/Thermal Control $0 SO.00 SO 8 Doors, Windows & Glass SO SO.00 $0 9 Finishes $0 SO.00 SO 10 Specialties SO $0.00 SO 11 Equipment SO SO.00 $0 12 Furnishings $0 SO.00 $0 13 Special Construction $0 SO.00 $0 14 Conveying Systems $0 SO.00 SO 15 Mechanical $0 SO.00 SO ESTI MATE $2,567,040 $64.18 $51,341 Subtotal Hard Costs: $2,567,040 $64.18 $51,341 Construction Related Costs: Builder's Overhead $77,011 $1.93 $1,540 Builder's Profit $51,341 $1.28 $1,027 Fees & Permits & Park & Etc. $77,011 $1.93 $1,540 Water, Sewer, S.A.C. $75,000 $1.88 $1,500 Builder's Risk $20,536 $0.51 $411 Bond Premium $23,103 $0.58 $462 Construction Management $25,670 $0.64 $51'3 i Furnishings & Fixtures $12,835 $0.32 $257 Contingency $77,011 $1.93 $1,540 Subtotal Related Costs: $439,520 $10.99 $8,790 Design Costs: Architectural Design & Reimb. $60,131 $1.50 $1,203 Architectural Supervision & Reimb. $30,066 $0.75 $601 Additional engineering $4,510 $0.11 $90 Special Consultants I Intedor Design $0 $0.00 $0 Surveys & Related $3,007 $0.08 $60 Soil Bodngs & Perc. Tests $1,503 $0.04 $30 Environmental Review $1,503 $0.04 $30 Contingency $2,014 $0.05 $40 Subtotal Design Costs: $102,734 $2.57 $2,055 DEVELOPMENT COSTS: Appraisals Title and Recording: Title Insurance - ($1.65/$1,000) Mortgage Registration - ($.23/$100) State Deed Tax - ($3.30/$1,000) Recording Fees - ($350) Closing Fees - ($500) Disbursement Fees - ($1000) Abstract Fee - ($150) Name Search - ($25) Assessment Search - ($25) Zoning Endorsement -($10) . Environmental Fee - ($5) Other - ($100) R. E. Taxes - Dudng Construction Utilities - Dudng Construction Insurance - Dudng Construction Developer's Legal Developer's Accounting Developer's Fees / (BSPRA) Market Feasibility Study Economic Feasibility Study Development Consultant(s) Relocation Expenses Historic Designation Marketing: Advertising Collateral Materials Model Apartment Marketing Office Salaries Commissions Marketing Fees Special Events Rent Concession Signage Contingency Startup Expenses: Initial Equipment R.E. Taxes Pre-Opening Salades Working Capital Rental Attainment Gap DCR Gap Inital Operating Deficit Other Organizational Other Organizational $5,500 $0.14 $110 $0 $40,000 $0.00 $0 $8,250 $0.21 $165 $11,500 $0.29 $230 $16,500 $0.41 $330 $585 $0.01 $12 $1,000 $0.03 $20 $1,800 $0.05 $36 $300 $0.01 $6 $25 $0.00 $1 $25 $0.00 $1 $10 $0.00 $0 $5 $0.00 $0 $0 $0.00 $0 $5,000 $0.13 $100 $1,200 $0.03 $24 $2,800 $0.07 $56 $50,000 $1.25 $1,000 $7,500 $0.19 $150 $500,000 $12.50 $10,000 $15,000 $0.38 $300 $0 $0.00 $0 $5,000 $0.13 $100 $0 $0.00 $0 $0 $0.00 $0 $175,000 $4.38 $3,500 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $9,750 $0.24 $195 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0.00 $0 $0 $0.00 $0 $2,500 $0.06 $50 Equity Financing: Lender's Fees Lender's Counsel Miscellaneous/Fees Subtotal Bddge Financing: Construction Loan Financing Lender's Fees Lender's Counsel Lender's Inspections Miscellaneous/Fees Subtotal Construction Financing: Permanent Loan Financing: Lender's Fees Lender's Counsel Miscellaneous/Fees Subtotal Permanent Financing: Bond Financing: Bond Counsel & Blue Sky Special Tax Counsel Underwriter Fee Underwdter's Counsel Rating Agency Fee Issuance Fees (Municipal) Credit Enhancement Fee(S) Credit Enhancement Counsel Trustee & Counsel Fees Pdnfing Financial Advisor Miscellaneous/Fees Subtotal Bond Costs: Program Specific Fees: HUD/FHA UPFRONT FEES EXAM FEES ~' INSPECTION FEES Other- FNMA/GNMA Subtotal Specific Program Fees: Letter of Credit Costs: Development Construction Operating Deficit Working Capital Subtotal Letter of Credit Costs: $0 $0 $0 $0 $0 $0 S0 $0 $0 $0 $40,000 $0 $52,500 $35,000 $0 $7,500 $173,250 $0 $7,500 $3,000 $15,000 $1,200 $0 $0 $0 $1,000 $0 $0 $0 $0 $0 $0 $0 $334,950 $1,000 $0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.00 $0.00 $1.31 $0.88 $0.00 $0.19 $4.33 $0.00 $0.19 $0.08 $0.38 $0.03 $8.37 $0.00 $0.00 $0.00 $0.03 $0.03 $0.00 $0.00 $0.00 $0.00 $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $8OO $0 $1,050 $700 $0 $150 $3,465 S0 $150 $60 $300 $24 $6,699 $0 $0 $0 $20 $20 $0 $0 $0 $0 $0 Development & Construction Period Interest: Bddge Equity Financing $0 Bddge Loan Financing $0 Construction Loan Financing $183,750 Permanent Loan Financing $0 Bonds - Capitalized Interest $0 Subtotal Interest Costs: $183,750 $0.00 $0 $0.00 $0 $4.59 $3,675 $0.00 $0 $0.00 $0 $4.59 $3,675 Syndication Costs: Syndication Commissions Due Diligence Equity Marketing Expenses Legal Special Tax Counsel - City Accounting Fee - Tax Credit Application Fee - Tax Credit Application Fee - Financing Fee - Syndication Fee - Construction Management Fee - Tax Credit Reservation Fee - Tax Credit Carryover Fee - Performance Fee - Guaranty Other Subtotal Syndication Costs: $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 $0.00 $0 $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 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 $0 $0.00 $0 RESERVES: Capital Replacement Reserve WC Reserve Initial Operatin Deficit Debt Service Reserve $15,402 $0.39 $308 $105,000 $2.63 $2,100 $335,000 $8.38 $6,700 $0 $0.00 $0 UNIT NUMBER % S~. FT. MONTHLY PER SQ.FT. TOTAL TOTAL TYPE DESCRIPTION OF UNITS OF TOTAL PER UNIT REVJUNIT PER YEAR PER MONTH ANNUAL ASSISTED MV~NG UNITS (ALI.It: A. FRIENDSHIP SUITES B. STANDARD STUDIO C. DELUXE STUDIO C. 1 BEDROOM F. 2 BEDROOM ALU UNIT TOTAL: MEMORY UNF]~; FRIENDSHIP SUITES B. ~TU~O C. DELUXE STUDIO F. 1 BEDROOM INDEPENDENT UNIT TOTAL: TOTAL FOR ALL UNITS: # OF GARAGES: PERSONAL CARE SERVICES (75%) 8.75 COMMERCIAL GROSS RENT: GROSS RENTAL INCOME: 11 22% 590 $2,200 $3.729 $24,200 $29O,40~ 8 16% 340 $1,700 $5.000 $13,$00 $163,200 6 12% 400 $1,850 $4.625 $11,100 $133,200 12 24% 460 $2,000 $4.348 $2.4,000 $288,000 4 8% 660 $2,200 $3.333 $0,9O0 S105,9O0 41 82% 19,770 $1,993 $4.133 $81,700 $980,400 482 3 6% 59O $4,200 $7.119 Sl 2,9O0 Sl 51,200 3 6% 340 $2.700 $7. 941 $8,1 9O $87,200 3 6% 400 $2.850 $7.125 $8.550 Sl 02,600 0 0% 48O $3,000 $6.522 $0 $3 9 18% 3,990 $3,250 $7.331 $29,250 $351,000 443 9O 100% 23;760 $2T219.00 $4.670 $1106960 $1Z331;400 · 39,600 0 RENT PER MONTH: $0 $0.000 $0 $0 56 PER MONTH: $117 $0.276 $8,552 $78,622 0 RENT PER MONTH: $0 $0.000 $0 $0 $4.946 Sl176~02 $1r4106022 APARTMENTS 5.00% $110.95 $0.23~ $5,548 $66,570 PARKING 5.00% $0.00 $0.000 $0 $0 PERSONAL CARE 5.00% $8.55 $0,014 $328 $3,931 COMMERCI,~L 5.00% $0.00 $0.000 $0 $0 TOTAL VACANCIES: $0.02 $0.220 $S,220 $62,639 (ANNUAL AMT.) RENT CREDITS $0 $0.00 $0.000 COLLECTION LOSS $0 $0.00 $0.000 PROMO. RENT INCENTIVES $0 $0.00 $0.000 $0 $0 MISC. ADJ. I RENT CONCESSIONS $0 S0.00 $0.000 $0 TOTAL REVENUE OFFSETS: $0 S0.00 $0.000 $0 $0 NET RENTAL INCOME: $2,246 $66.708 $112,282 $1,347,383 (ANNUAL AMT.) UTIUTY PASSTHROUGH $0 $0.00 $0.000 $0 $0 LAUNDRY $0 $0.00 $0.000 APPUCATION FEES $875 $1.46 $0.003 $73 $875 RENTAL RESEARCH - (Expense) (S925) (S1.54) (S0.003) ($77) (S925 LATE FEES $1.050 S1.75 $0.004 $88 Sl,050 NSF CHARGES S150 $0.25 $0.001 $13 S150 U.D. CHARGES $200 $0.33 $0,001 $17 $200 U.D. * (Exposes) ($238) ($0.40) ($0.001) ($2O) ($238 RESIDENT INVOICES $250 $0.42 $0.001 $21 $250 OTHER INCOME (Incl. iht) $600 $1.00 $0,002 $50 $600 INTEREST INCOME - (DSR) $30,000 $50.00 $0.105 $2,500 $30,000 FORFEITED SECURITY DEPOSITS $0 $0.00 $0.000 $0 $0 TOTAL MISCELLANEOUS INCOME: $3t6963 $53.27 $0.112 $26664 $311963 OCCUPANCY SCHEDULE I-- UJ t.-, ..w 0 ul W LI.I LU ..-J (~ PRO FORMA PARKING AGREEMENT , ~, THIS PARKING AGREEMENT is made this __. day of ,2000 by and among the ~olu'mbia Heights Economic Development Authority, a public body corporate and politic under the laws of Minnesota (the "EDA"); NEI College of Technology, a nonprofit corporation under the laws of Minnesota ("NEI"); and , a (the "Developer"). Recitals: Ad NEI owns and operates a technical college on a campus located at 825 41a Avenue N.E. in Columbia Heights, Minnesota (the "Campus"). NEI is the fee owner of certain property located at 825 41a Avenue N£. in Columbia Heights, Minnesota (the '~Property"), which is legally described on Exhibit A attached hereto. NEI uses the Property for some of the parking needed for the Campus. The Developer has submitted a proposal to the EDA to construct a housing project consisting of owner-occupied townhouses, affordable rental units, and senior apartments on the Property and certain parcels adjacent to the Property (the "Housing Project"). Sale of the Property to the Developer would result in NEI having fewer on-site parking spaces than it believes is needed to meet demand by students, faculty, staff, and visitors to the Campus and it is the intent of the parties hereto that NEI should have a combined total of 500 parking spaces on and adjacent to the Property. The EDA has determined that the Housing Project is in the vital best interest of the community, and is consistent with the comprehensive plan and other plans for the area around the Property adopted by the EDA and the city of Columbia Heights (the "City"). Ed The EDA and the Developer intend to enter into negotiations in anticipation of entering into a comprehensive agreement pertaining to the Housing Project (the "Development Agreement") and arising out of an existing memorandum of understanding, as amended, and as may be further amended, pertaining to the Housing Project (the "Memorandum of Understanding"). The EDA wishes to facilitate the sale of the Property by NEI to the Developer by helping to find a solution to NEI's need for additional parking. Now, therefore, in consideration of the mutual covenants and obligations contained herein, the parties agree as follows: The Developer and NEI agree to negotiate a purchase agreement regarding the sale of the Property by NEI to the Developer under such terms and conditions as the Developer and NEI may agree in good faith. The EDA agrees that it will assist NEI in meeting its parking needs through the provision of 81 additional adjacent spaces by using its best efforts to have the City adopt a parking ordinance and take any other steps necessary to provide such parking facilities for NEI. It is the expectation of the parties hereto that such parking facilities (the "Parking Facilities") will be as generally shown on the conceptual on-street parking study dated January 5, 2000 and attached hereto as Exl'fibit B and will: be located on or near the Campus; I~HB- 175400v I CL205- I 0 b. consist of diagonal parking spaces; Co be by permit only during the hours of 7:00 a.m. to 3:00 p.m. on Monday through Friday, excluding legal holidays, with NEI being responsible for the issuance of such permits; and d. will be constructed on property to be provided to the City by NEI at no cost to the City. The Parking Facilities shall be constructed by the EDA or by the City as a public improvement project, subject to all applicable requirements of law. The EDA shall be solely responsible for the design of the parking improvements, subject to review by the City's Traffic Commission and Planning and Zoning Commission and approval of the City council. The cost of the Parking Facilities shall be paid by the EDA or the City, in whole or in part as the local contribution to be made for a tax increment financing project anticipated to be undertaken by the Developer pursuant to the Development Agreement, and shall be paid from tax increment financing, general funds, or any other source to be determined in the sole discretion of the City and the EDA. Any notice given hereunder shall be effective upon mailing, postage prepaid, certified mail, return receipt requested, to: a. As to the EDA: Columbia Heights Economic Development Authority 590 40~ Avenue N.E. Columbia Heights MN 55421 Arm: Executive Director b. As to NEI: c. As to the Developer: o Miscellaneous. ao Waiver. The performance or observance of any promise or condition set f$rth in this Agreement may be waived only by a writing signed by all parties hereto. No delay in the exercise of any power, right, or remedy operates as a waiver thereof, nor shall any single or partial exercise of any other power, right, or remedy. Co Assi,t, nment. This Agreement shall be binding upon the parties hereto and its successors and assigns and shall inure to the benefit of the parties hereto and their successors and assigns. The rights and obligations of NEI and the Developer under this A~eement may be assigned only when such assignment is approved in writing by the EDA. The rights and obligations of the EDA under this Agreement may be assigned to the City or to any other governmental entity with authority to undertake such rights and obligations. Governing Law. This Agreement is made and shall be governed in 'all respects by the laws of the state of Minnesota. Any disputes, controversies, or claims arising out or this Agreement shail be heard in the state or federal, courts of Minnesota, and 'all parties to this RHB- 175400v 1 CL205- l0 do eo go Agreement waive any objection to the jurisdiction of these courts, whether basea on convenience or otherwise. Alternative Dispute Resolution. Prior to the commencement by one party of litigation against any other party, the parties hereto shall initiate mediation of the controversy or claim in accordance with any mutually satisfactory procedures, ff the matter has not been resolved pursuant to the aforesaid mediation procedure within sixty days of the initiation of such procedure, or if either party determines in its sole discretion that it will not participate in mediation, the parties may mutually agree to continue negotiations or either party may commence litigation or take any other action permitted under this Agreement. Severabilit¥. If any provision or application of this Agreement is held unlawful or unenforceable in any respect, such illegality or unenforceability shall not affect other provisions or applications that can be given effect, and this Agreement shall be construed as if the unlawful or unenforceable provision or application had never been contained herein or prescribed hereby. Development A.greement: Memorandum of Understanding. The obligations of the parties hereto under this Agreement are contingem upon execution by the EDA and the Developer of the Development Agreement pursuant to terms acceptable to the EDA and the Developer in their respective sole discretion. The term of this Agreement shall be coterminous with the term of the Memorandum of Understanding. Entire A~reement. This Agreement, together with any exhibits hereto, which are incorporated by reference, constitutes the complete and exclusive statement of all mutual understandings between the parties with respect to this Agreement, superseding all prior or contemporaneous proposals, communications, and understandings, whether oral or written, concerning this Agreement, except that nothing herein shall be construed to modify, mend, waive, or otherwise affect the Memorandum of Understanding. This Agreement may be modified or amended only by a writing executed by all the parties hereto. Headings. Any headings appearing at the beginning of the several sections contained in this Agreement have been inserted for identification and reference purposes only and shall not be used in the construction and interpretation of this Agreement. RHB- 175400v I 3 CL205- I 0 written. IN WlTNESS WHEREOF, the parties have executed this Parking Agreement on the date first above COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTI-IO~ By. Its President By. Its Executive Director STATE OF MINNESOTA ) )ss. COUNTY OF ) The foregoing instmmem was acknowledged before me this day of ,2000, by and , the President and Executive Director, respectively, of the Columbia Heights Economic Development Authority, a public body corporate and politic under the laws of Minnesota, on behalf of the Economic Developmem Authority. Notary Public RHB- 175400v I 4 CL205- [ 0 NEI COLLEGE OF TECHNOLOGY By Its By Its STATE OF MINNESOTA ) )ss. COUNTY OF ) The foregoing instrument was acknowledged before me tlxis ~ day of and , the , respectively, of NEI College of Technology, a behalf of the .. ,2000, by and , Oil RHB-175400vl 5 CL205-10 By. By. Its STATE OF MINNESOTA ) )ss. COUNTY OF ) The foregoing instmmem was acknowledged before me this ~ day of and , the , respectively, of , a and , on behalf of the Notary Public This document drafted by: Kennedy & Graven, Chartered 470 Pillsbury Center Minneapolis, MN 55402 (612) 337-9300 RHB-175400vl 6 CL205-10 EXHIBIT A LEGAL DESCRIPTION RH B- 175400v 1 CL205-10 A-l EXHIBIT B PARKING STUDY RHB-175400vi B- 1 CL205-10 COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: 9-C-7 ORIGINATING EXECUTWE NO: DEPARTMENT: EDA DIRECTOR APPROVAL ITEM: Update of 4401 Quincy Street NE. BY: Randy Schumacher BY: DATE: March 17,2000 BACKGROUND: In 1998 the City of Columbia Heights applied to Anoka County for $70,000 in HOME Funds to acquire two properties in our scattered site Tax Increment Financing District. At the February 15, 2000 EDA Board meeting, staff brought forward the proposal to acquire 4401 Quincy Street NE.(Presently on the TIF scattered site homes to be purchased list.) A preliminary agreement has been reached with Habitat for Humanity for the City to receive $21,000 in exchange for the double lot on Quincy and the vacant lot at 3913 Polk Street. Habitat for Humanity would be responsible for the removal of the Quincy home and the construction of three new three or four bedroom homes. After a lengthy discussion by the EDA Board, staff was requested to conduct a physical inspection of the Quincy home.( See attached Building Official Report.) Mr. Collova's inspection of the property produced the following recommendation; "based on the condition of the roof, windows, lack of a hard surface driveway, the question of structural stability, the cost of the asbestos removal, and the cost of engineering reports, my opinion is that it would not be economically feasible to rehabilitate the structure". Rehabilitation would also require meeting current building codes which would also add even more cost to the project. The Building Official recommends razing the building, conducting a visual evaluation of the soils conditions, and performing any site correction. In addition, the City is in receipt of a letter from the Minnesota Historical Society stating that after review of the information submitted on the 4401 Quincy home, and Mr. Hemak, they did not believe that this house met National Register criteria. Therefore, they concluded that no properties eligible for or listed on the National Register of Historic places would be affected by this project. Mr. Gordon Awsumb, a local developer from Columbia Heights, contacted me with a proposal to rehab the Quincy home. He felt the maximum purchase price could not exceed $75,000. He confirmed the need to invest $35 to $40,000 in rehabilitation costs prior to resale. RECOMMENDATION: At this time, staff is in a position to enter into a purchase agreement with the present owners of the Quincy property and fulfill the requirements as outlined in the original HOME Grant Application. If the $70,000 in HOME Funds are not going to be used in the acquisition of this property the Board should direct staffto contact Anoka County to reallocate those funds to an alternative applicant. At t achment s ~ DA ACTION: h:\ 4401 Quincy.wpd MINNESOTA HISTORICAL SOCIETY STATE HISTORIC PRESERVATION OFFICE March 13, 2000 Mr. Joe Hotlman City Planner City of Columbia Heights 590 40"' Avenue NE Columbia Heights, MN 55421-3878 2000 ~,OMM CI_N i T__Y_ DE yE L 0 p___M E N-; Re: Acquisition & Demolition of 4401 Quincy Street NE Columbia Heights, Anoka County SHPO Number: 2000-1286 Dear Mr. Hollman: Thank you for the opportunity to review and comment on the above project. It has been reviewed pursuant to the responsibilities given the State Histodc Preservation Officer by the National Historic Preservation Act of 1966 and the Procedures of the Advisory Council on Histodc Preservation (36CFR800). The house at 4401 Quincy Street NE is an interesting mid-20~ century building constructed by John W. Hemak, who was an active Columbia Heights resident. However, based on our review of the information submitted on the house and on Mr. Hemak, we do not believe that this house meets National Register criteria. Therefore, we conclude that no properties eligible for or listed on the National Register of Historic Places will be affected by this project. Please contact Dennis Gimmestad at (651)296-5462 if you have any questions regarding our review of this project. Sincerely, Bdtta L. Bloomberg Deputy State Historic Preservation Officer cc: Julienne Wyckoff .. Bill Powell Tom Cinadr January 21. 2000 1998 Home Program- Grant Summary $ 70,000 $ 17,500 $ 21,000 $108,500 Anoka County Home Funds- Grant City Match Habitat For Humanity TOTAL REVENLrES EXPENDITURES $103,500 $ 1,500 $ 1,150 $106,150 4401 Quincy (Double Lot) Relocation Closing Costs (Title Insurance, State Tax, etc.) TOTAL EXPENSES $108,500 $106,150 $ 2,350 Total Revenue Total Expenses Balance H:\Randy\98 Grant Summary CITY OF COLUMBIA HEIGHTS 590 40TH AVENUE N.E., COLUMBIA HEIGHTS, MN 5542.1-3878 (6! 2) 782-2800 TDD 782-2806 March 15, 2000 To.' From; Re: President Ruettimann EDA Commissioners Walt Fehst, Executive Director Mel Collova, Building OfficiaF(~~ Possible rehabilitation of 4401 Quincy St. N.E. Background: At the request of the Columbia Heights Economic Development Authority (EDA), I conducted an inspection and have assessed the condition of the Building (see attached). I have other concerns with a proposed rehabilitation of the building as follows: 1) There is a large crack in the floor of the area that once was a TV repair shop. My experience on cracks of this type is that there must be a reason why this happened. It is not a garage floor, slab on grade, but a slab placed on a foundation. There is definitely a problem that cannot be repaired by filling in the crack. Some type of movement, whether or not it is foundation or ground movement, must be determined by a licensed soil engineer. I would estimate the repair to exceed $8,000 for this area. I could not issue a permit for the repair of the floor without the "required" engineering report. Issuing a permit without the report could and probably would leave the City liable for any future damage to the area. The future owner comes back to the City stating a report should have been conducted prior to issuance of a permit for the repair. 2) There is an area of foundation blocks that are deteriorating to the point of being scraped with fingernails to remove masonry. In this area an engineering report with the recommended repair must be submitted prior to permit issuance for the same reasons as stated in #1 above. It should also be noted most of the foundation walls are finished and a thorough investigation cannot be conducted until all the wall covering is removed exposing the foundation. 3) The windows and roof are in extremely poor shape. All would have to be replaced. But only after an engineering report for items #1 and #2 are completed. In summary if the building is to be rehabilitated, it should be rehabilitated to a safe building with "eye appeal." What would be gained by saving a future dilapidated unsafe structure? Are we going to allow a "paint and patch" or should we either do the job right by complete and safe reconstruction or should we just forget the building and opt for one or more new buildings? Depending on what funds are used to rehabilitate, the workers could have to be paid prevailing wage for the. project. This would drive the cost up possibly to exceed $60,000. If the owners are not willing to settle for a $50,000 offer, I don't see how it could be economically feasible to rehabilitate the building. Due to the condition of the inside of the building and due to the amount of settlement in the area that is round, my recommendation is to raze the building and prepare the site for future development. I have contacted one of our local restoration contractors about this property and hope to have an estimate of exterior repairs by the date of this meeting, March 21, 2000 THE CITY Of COLUMBIA HEIGHTS DOES NOT DISCRIMINATE ON THE BASIS OF DISABIIITY IN EMPLOYMENT OR THE PROVISION OF SERVICES EQUAL OPPORTUNITY EMPLOYER CITY OF COLUMBIA HEIGHTS 590 40TH AVENUE N.E., COLUMBIA HEIGHTS, MN 55421-3878 (61'2) 782-2800 TDD 782-2806 February 25, 2000 To: From: President Ruettimann EDA Commissioners Walt Fehst, Executive Directo~l~ _~~ Mel Collova, Building Offici Re: Inspection Report on 4401 Quincy Street N.E. Background: At the request of the Columbia Heights Economic Development Authority (EDA), I conducted an inspection and have assessed the condition of the building at 4401 Quincy street N,E. There is some question as to the actual date the structure was built. The original permit was issued in 1946. The assessing records list 1947 as the build date. Please note, the assessor would list the year that the improvements or parts thereof could be taxed. The plumbing permit for all the fixtures necessary to make the structure habitable was not issued until 1951. The structure was built in an area designated as a flood zone. The area was removed from the flood zone on February 16, 1993 by the U.S. Army Corp of En~neers. Analysis: I conducted an inspection of the property on February 22, 2000. The exterior is in fair condition with evidence of structural failure at the southeast and northeast comers of the building. The masonry chimney appears to be "pulling away" from the structure. There is settlement in the walks around the dwelling that are consistent with clay type soils. Someone has placed garden hoses on the roof in an attempt to drain water off the flat roof. The slope of the roof allows water to pool in certain areas. The exterior bow windows at the southwest comer are single pane glass. There is quite a bit of rot rendering the condition of the window frames as poor. The window sills at the large southeast bow window are "tipped" down allowing water to nm toward the interior wall. There is separation of the north-south living room wall at the north end of the wall. (See photos). The interior of the dwelling is outdated and functionally obsolete. There is nothing unique when compared to other dwellings built in the 40's or 50's. The bedrooms are obsolete with a width of only seven feet. The length of one is only eight feet without a closet. Another bedroom measured just seven by fourteen. The standard width of a double bed is four feet. The first floor appears to have been tiled with "asbestos" tile as is the basement floor. The floors on the first floor and basement appear to list toward the exterior foundation. Possibly the perimeter foundation has sunk leaving the foundation under the center load bearing wall at original height. The basement ceiling also appears to have asbestos in the tile. These items would have to be sent to an agency for evaluation. The outdated plumbing fixtures are not unique and were common in the homes built at the time. The foundation walls under the living space appear to be THE CITY OF COLUMBIA HEIGHTS DOES NOT DISCRIMINATE ON THE BASIS OF DISABILITY IN EMPLOYMENT OR THE PROVISION O~ SERVICES EQUAL OPPORTUNITY EMPLOYER Page 2 Inspection disintegrating possibly due to moisture or a poor grade of block. Not all the blocks are visible as most of the basement is "finished." The area formerly a television repair facility has a large crack of more than one inch wide following the foundation at the south wall. Again this appears to be some type of failure of the slab and/or the foundation. While conducting the inspection I met the owner, Carol Pikala. She stated no person in the family was interested in owning the property. She had even contacted several distant relatives. They also were not interested. Recommendation: If the building is to remain or be rehabilitated and meet minimum State Code requirements, a structural engineer must be consulted to perform an evaluation of the structural stability of the structure as well as a soil engineer to determine the stability of the soils on the site although the soils appear to be stable at this time, there may have been a problem when this was a flood zone. However~.ased on the condition of the roof, windows, lack of a hard surfaced driveway, the question of structural stability, the cost of asbestos removal, and the cost of engineering reports, my opinion is it would not be economically feasible to rehabilitate the structure. Rehabilitation would also require meeting current Building Codes which would add even more costs to the project. I would recommend razing the building, conducting a visual evaluation of the soil condition, and performing any soil correction if necessary. Attached: Site Plan and Photos Z ,0oi '~rN 'Icj A3NI n 0 0 © Z Z b 0 0o/ 0 L,.. N SCA~NNED COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting off March 21, 2000 AGENDA SECTION: ~t' %u.st,,llk5 ORIGINATING EXECUTWE NO: DEPARTMENT: EDA DIRECTOR APPROVAL ITEM: Unspent 1997 CDBG Funds BY: Ken Anderson ~ ~, BY: DATE: March 16, 2000 BACKGROUND: The Anoka County Housing and Redevelopment Authority (HRA) Board of Trustees voted to recapture unspent 1997 Community Development Block Grant (CDBG) Funds by May 9th, 2000. We have attached a copy of a memorandum dated March 6, 2000 which further describes the rationalefor this action. We have also attached for your information a Deferred Grant/Loan Program project status update which is stamped confidential. This has been provided to the Executive Director, Deputy Executive Director, Secretary and EDA Commissioners only. The name of the applicants are protected by data privacy until such time as the Board takes action to approve the Deferred Grant/Loan Program application. ANALYSIS: The attached sheets have been prepared by Donna Krech of Community Revitalization Resources. As you can see from the Grant Program Update, the total expenditures for the grants that have closed or are open and in process is projected to be $134,147.00. In addition to this amount, we also reimburse CRR in the amount of $875.00 per closed Deferred Grant/Loan application. Assuming all applications move forward, an additional $11,375.00 would be added to this amount and drawn down from our allocation. This compares to our total allocation of $118,000.00 in unspent 1997 CDBG Funds. Therefore, provided all reimbursement requests are received and processe~ from the contractors prior to the May 9~h, 2000 deadline, we foresee no problem in complying with this time frame. However, it should be noted that CRR has advised the contractors to insure the work is completed prior to that date and all required paperwork is submitted on time. Typically, for these types of projects we allow as much as 90 days for the contractors to complete the work. RECOMMENDATION: This letter and the attached documentation has been provided for informational purposes only and requires no further action at this time. Attachments DA ACTION: h:\ Unspent 1997 CDBG Funds.wpd JENNIFER M. BERGMAN Community Development Manager Direct #323-5709 MEMO TO: FROM: SUBJECT: COUNTY OF ANOKA Office of Governmental Services Division GOVERNMENT CENTER 2100 3rd Avenue · Anoka, Minnesota (612) 323-5700 55303-2265 March 6, 2000 .V//~~ "~ Cities and Townships Jennifer M. Bergman, Community Development Mana~ Unspent 1997 CDBG Funds As a reminder, at the November 9, 1 999, HRA meeting, the Board of 'trustees voted to recapture any unspent 1997 CDBG funds by May 9,. 2000. The reason for this is due to the federal requirement by HUD that the amount of unspent CDBG funds awarded to an entitlement community cannot exceed 1.5 times the amount of the current grant. We have reduced this amount substantially since the meeting on November 9% but we still have met the standard. Our goal is to be able to spend these funds as quickly as possible and meet the deadline by May 15, 2000 as required by HUD. It is extremely important that we spend these funds by May 9, 2000. We could face sanctions by HUD if we do not meet this deadline and the CDBG funds will have to be returned to HUD. Congress has been extremely critical of the CDBG program due to the amount of unspent funds. We want to ensure that these funds are being used within Anoka County. If you do not believe that you will be able to spend the CDBG funds, please let me know as soon as possible. We will need to be able to reallocate the funds and get them spent before the May 15, 2000 deadline. We appreciate your cooperation in this matter. If you have any questions or need assistance, please feel free to call me at 323-5709 or Heidi Cederstrand at 323-5714. '~' FAX: 323-5682 Affirmative Action ~Ectual Opportunity Employer TDO/TTY: 323-5289 COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: Items for Consideration- ORIGINATING EXECUTIVE Other Business DEPARTMENT: EDA DIRECTOR NO: APPROVAL ITEM: Adopt CDBG Program Housing BY: Ken Anderson ~ BY: Rehabilitation Procedural Guide DATE: March 16, 2000 ISSUE STATEMENT: Review and approve a Procedural Guide for administering the Columbia Heights Housing Rehabilitation Grant Program. BACKGROUND: In discussions with staff of Community Revitalization Resources and Anoka County, staff has deemed it important and necessary to adopt a Procedural Guide related to the administration to the Deferred GranffLoan Program utilizing Community Development Block Grant (CDBG) Funds. The purpose of the procedural guide is to identify and outline procedures to allow for the fair and equitable administration of the Housing Rehabilitation Program of Columbia Heights. The' attached Columbia Heights Housing Rehabilitation Procedural Guide dated March, 2000 was drafted by CEE and provided to staff on Thursday, March 16, 2000. RECOMMENDATION: Staff is recommending that the EDA review the content of the draft Procedural Guide for discussion purposes. Staff has identified several issues of concern which need to be corrected regarding references to Anoka County or other jurisdictions versus the City of Columbia Heights. If possible, it is staff's intention to provide a corrected copy for discussion purposes at the meeting on Tuesday evening for adoption if all procedures meet the approval of the EDA Board. RECOMMENDED MOTION: Move to adopt the Columbia Heights Housing Rehabilitation Grant Program Procedural Guide dated March, 2000. Enclosure: Columbia Heights Housing Rehabilitation Grant Program EDA ACTION: h: \ Consent\Procedural Guide.wpd COLUMBIA HEIGHTS HOUSING REHABILITATION GRANT PROGRAM PR OCED URAL GUIDES MARCH 2000 TABLE Section OF CONTENTS I DEFINITIONS Section II Ao B. C. D. E. F. G. H. Section III B. C D. E. F. G. H. Section IV Section V Section VI Ao B. C. D. CONDITIONS GO VERNING ADMINISTRATION Amendments/Directives Federal and State Regulations Administrative Subcontracts Delivery of Grant Funds Approval of Grant Packages Administrative Costs Statement of Warranties Expediency of Grant Processing RESPONSIBILITIES OF CEE Outreach and Public Information Inspection of Properties Application Selection Criteria Preparation of Scope of Improvement and Cost Estimates Preparation of Grant Package Requests for Changes in Grant Amount Disbursement of Funds Prohibition of Service Fee Charges ELIGIBLE PROPERTIES ELIGIBLE IMPROVEMENTS ELIGIBLE RECIPIEiVT Ownership Household Gross Annual Income Household Adjusted Gross Income Asset Determination PA GE NO. I 2 3 6 9 13 I. DEFINITIONS Housing Rehabilitation Grant "Housing Rehabilitation Grant" or "Grant" means the commitment of funds on behalf of recipients for the purpose of making eligible improvements to eligible properties, as described in Sections IV and V of these Procedural Guides. Bo Recipient "Recipient" means an individual or household meeting the requirements of Section VI who applies for and receives a grant. C. Grant Package 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. The "Grant Package" consists of all documents listed below and explained in Section VII. Anoka County Evaluation Homeowner Application for Grant/Asset Verification Property Inspection Report Screening Intake Contractor Bids Contractor-Homeowner Warranty Contractor-Homeowner Contract Income Verification Lead Base Paint Title Verification Proof of Current Mortgage Credit Report Repayment Agreement Proceed to Work Order *Amendment Request Certificate Completion Certificate *Extraordinary Medical Expenses Contractor Evaluation/Complaint Record General Release & Disclaimer Conractor Selection Form Homewoner Responsibility & Expectations Sworn Contruction Statement/Lien Waivers Inspection Log Home Improvement Evaluation Building Permits Scope of Improvements Housing Loaction Certification *If Needed D. Resid~iat "Residenf' means a person, other than a renter, living in the household. Household Adiusted Gross Income "Household Adjusted Gross Income" means the annual income of all residents of the recipient's household, as determined in accordance with Section VI-C. Ii. Assets "Assets" means the assets of recipient as determined in accordance with Section VI-D. Handicapped Person "Handicapped Person" means a person who has a permanent physical condition which substantially reduces such person's ability to fimction independently in a residential setting, or which substantially limits such person's ability to become employed or to participate in the community. A person with a condition such as chronic emphysema, arthritis, heart disease and other "invisible" conditions not requiring the use of devices to increase mobility shall not be deemed a Handicapped Person, unless a licensed physician verifies in writing, that such person's condition does substantially limit his or her ability to function independently in a residential setting or to become employed or to participate in the community. Accessibility Improvements "Accessibility Improvements" include structural, exterior, bathroom and other improvements to dwelling which are necessa~ to enable a Handicapped Person to function independently in a residential setting, or to become employed or to participate in the community. CONDITIONS GOVERNING ADMINISTRATION Amendments/Directives These Procedural Guides may be amended or supplemented from time to time by CEE 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 interpretation, clarification of procedures and other administrative matters. Federal and State Regulations Nothing in these Procedural Guides shall be cons~ued in such a manner as to conflict with, alter or amend any federal or state regulation applicable to the conduct of CEE's business, affairs or functions. Eo Administrative Subcontracts CEE may enter into agreements with other entities for the purpose of obtaining assistance in the performance of certain administrative tasks with respect to the delivery of ~ant Funds. Delivery of Grant Funds CEE must disburse funds to contractors for completed work, in compliance with Section III-B and IX-B. CEE will be reimbursed buy Anoka County for grant amounts as outlined in Section IX. CEE may make and deliver grants having a total grant amount not to exceed the amount stated in Section VII-M. Approval of Grant Packages No Work may commence on any structure prior to the issuance by the County of a Proceed to Work order referring to that particular grant. Administrative Costs Anoka County has exercised the option to allow CEE to administer the program within the County. CEE will assess for a fee equal to actual cost not to exceed 14% of total CDBG funds allocated by the County for Housing Rehabilitation. CEE will recapture all costs related to the administration of the program up to that limit. Statement of Warranties CEE hereby makes the following warranties with regard to the grant program. CEE is legally authorized and constituted to administer the Housing Rehabilitation Grant Program in the State of Minnesota. No payment fees or remuneration of any type whatsoever have been solicited or received from any Grant Recipients or applicants. That after reasonable inspection, CEE has no knowledge that any improvement covered by the grant is in violation of any applicable zoning law or regulation. Anoka County shall maintain documentation accounting for all funds received through the collection of clients as prescribed in the Repayment Agreement. Such funds must be submitted to Anoka County since they are identified as program income, Anoka County shall allOcate the funds for reuse in County wide unless otherwise specified by the city. If, as to any grant disbursed by the County, any of the warranties contained in Section II- G is in fact untrue in any respect, then the County may, as its option, take whatever action it deems necessary, including legal action, to recover from the recipient the Grant Funds so disbursed in violation of such warranties. H. Expediency of Grant Processing Grants shall be processed in a reasonable length of time in an efficient and accurate manner. Normally, a grant shall be completed, within six (6) months with the repayment agreement filed within two (2) weeks after the proceed to work is approved by Anoka County. III RESPONSIBILITIES OF CEE Outreach and Public Information CEE will be primarily responsible for the promotion of the Housing Rehabilitation Grant Program at the local level. CEE must exercise care in avoiding any advertising or outreach method which may be deemed to systematically exclude potentially eligible applicants. Access to program materials may not be denied to any person for any reason. The program should include efforts to reach those persons who traditionally would not have been expected to apply for housing programs. In order to develop an affirmative marketing program, CEE should review its normal outreach methods to determine how the methods currently in use can be improved to reach out to person who otherwise might not apply for assistance under the Grant Proo~am. Inspection of Properties CEE shall be responsible for carrying out a minimum of three (3) inspections of each approved property. One inspection shall be accomplished prior to the submission of the Grant Package to determine the following. that all necessary improvements are listed in a Property Inspection Report, as described in Section VII-E. bo that the Scope of Improvements shall be developed by CEE from the Inspection Report. The work shall be bid in accordance with the technical specifications; and that the structure, upon completion of necessary repairs, will be reasonabi~. livable, safe, habitable, energy efficient and meet minimum Section g Existing Housing Quality Standards: and that the structure upon completion of necessary repairs, will be economically viable, such that the amount of the Housing Kehabilitation Grant may be amortized over the expected remaining life of the property in an economically prudent manner. The amount of the grant should not exceed the lesser of $15,000.00,25% of the market value of the property, as indicated on the property tax statement or the actual cost of the improvements. CEE will conduct an interim inspection of the property. Partial disbursement of funds may be authorized at this time if requested by contractor. an interim inspection is conducted by CEE; and bo CEE determines that the specific work for which payment is requested has been completed in a satisfactory manner; and an inspection log shall be completed by the inspector and a partial Completion Certificate executed by all parties for the work completed. After completion of all work, the third mandatory inspection shall take place to determine that all work has been completed in a satisfactory manner and f'mal disbursement of funds will be authorized. a. a final inspection is conducted by CEE; and CEE determines that the specific work for which payment is requested has been completed in a satisfactory manner; and an inspection log shall be completed by the inspector and a f'mal completion certificate executed by all parties for the work completed. Application Selection Criteria CEE will implement a first come, fin-st served basis for applicant selection. Such a selection process will govern the selection of applicants for grants in the event that the number of applicants exceeds the number of grants that can feasibly be awarded, either within one or more target ~oups (ifa targeting plan has been established) or within the entire population to be served by CEE (if no targeting plan has been established.) It is imperative that each inquiry and application be dated. This dating will be the only device available to CEE for recording the priority ranking of the applicants. In applying the first come, first served process, the Grant Administrator must adhere to the following guidelines. The first come, first served process must be uniformly applied during the entire funding year. No eligible applicant shall be rejected on the basis of judgments as to personal character or life-st~le. CEE will allow for the consideration of applications on an emergency basis by utilizing the Prior Approval System outlined in Section X, in cases which require more rapid approval than is possible through normal selection and approval system. Where no funds are available ~or assistance to eligible homeowners, the following procedure shall be used: Explain to the homeowner that the funding for the current year has been either depleted or allocated. Make the homeowner aware of the other possibilities which include the MHFA Rehabilitation Loan Program, the MI-IFA Low Interest Loan Program, and other local, state and federal programs. Place the homeowner on a waiting list until additional home improvement funds are obtained. '. Preparation of Scope of Improvement and Cost Estimates CEE will provide assistance to the homeowner in obtaining bids for rehabilitation. Such assistance must include providing the homeowner with a copy of the Scope of Improvements as described in Section VII of these Guides. Preparation of Grant Package CEE shall be responsible for the thorough and accurate completion of all program documents, as specified in Section VII of these Procedural Guides. CEE will assist the Applicant with the preparation of the Grant Package. Such assistance could include a personal visit by CEE to the home of the Applicant, or to any reasonable location which is accessible to the Applicant. Assistance will also be given, when needed, to complete necessary, tasks required to complete the Grant Package, i.e., soliciting bids for Grant Improvements. Requests for Changes in Grant Amount At the discretion of the Housing Department, an expenditure of funds in excess of the approved grant amount may be submitted to the County in the event of justifiable improvements. The Housing Department must submit increases or decreases in the grant amount, according to the following procedures: All requests for increases or decreases must be submitted on an Amendment Request Certificate, signed by the homeowner,' CEE and receive County approval; and 2. CEE shall inspect the property to determine that the increase or decrease is justified; and CEE shall submit a written request for amendment, itemized as to change in work and or costs. An amendment under $500.00 will not be recorded on the Repayment Agreement. When a new contractor is chosen a Contractor-Homeowner Warranty agreement will be signed by the Contractor and Homeowner. The County will issue authorization for those grant amount increases or decreases which meet the eligibility criteria set forth in Section VII of these Procedural Guides. Such authorization will be given on the Amendment Request Certificate through the signature of Anoka County. IV. Disbursement of Funds CEE shall bear the responsibility of disbursing funds to Contractors who have performed work as described in the Bid Sheets. CEE shall make no disbursement for any work completed until the property has been inspected and a Completion Certificate has been signed, according to the procedures set forth in Section IX of these Procedural Guides. CEE shall make no disbursement of funds until the contractor has completed and given to CEE a Sworn Contractor Statement and all Lien Waivers from subcontractors. Prohibition of Service Fee Charges CEE shall not charge an applicant or recipient any application processing or other fees. ELIGIBLE PROPERTIES Grant Funds shall be used to enable recipients to improve properties which meet the following criteria. A. The property to be improved must not be in violation of applicable zoning ordinances. The property must be located within Anoka County, must be used primarily for residential purposes and must contain no more than one dwelling unit. Grant Funds must be used to f'mance only improvements upon or in connection with existing structures. The property to be improved must be a permanent structure. Mobile homes are not eligible. A property shall not be eligible for a second Housing Rehabilitation Grant if other qualified persons apply. Except in extraordinary circumstances as determined by Anoka County. The property to be improved with Grant Funds must be reasonably efficient with respect to energy consumption. Where the property is not reasonably efficient with respect to energy consumption, Grant Funds must be used, to the extent necessary, to increase such efficiency. Energy-saving features shall include, but not be limited to installation or upgrading of ceiling, wall, floor and duct insulation; storm windows, doors, caulking and weather-stripping, which are consistent with the energy standard as promulgated as part of the State Building Code; but such improvements need not bring the housing into full compliance with such energy standards. All properties being improved must contain adequate smoke alarms following completion oft he rehabilitation work. Anoka County will not rehab any property located in a flood way which does not have flood insurance. The City of Fridley will examine each property as to location and sign a statement as regards to the flood way. Goals for Housing Rehabilitation Assistance have been established for each City included in the Anoka County Housing Assistance Plan (HAP). For the property to be counted toward meeting housing rehabilitation goals in the HAP, it must be determined to be substandard and upon completion of rehabilitation must meet minimum Section 8 Existing Housing Quality Standards pursuant to 24 CFR, as follows: Equity will be deemed to have been satisfactorily met if total liens against the property do not exceed 115% of market Value. Market value will be determined by one of the following method~. 1. Appraisal: Any appraisal prepared by a qualified appraisal f'n'm or individual dated within twelve- months of the application date. 2. Real Estate Market Analysis: Any real estate comparative market analysis prepared by a qualified local realtor will be deemed adequate provided a written letter is submitted specifying the market value of the subject parcel and provided a written comparable market analysis form is submitted for a minimum of three comparable properties as supporting documentation establishing the proposed market value. The comparative market analysis must specify the name, address and date prepared and must be dated within one hundred and eighty (180) days of the date of application. 3. Property Tax value: The Anoka County Estimated Market Value as identified in the most recent property tax statement. 882.109 4. Purchase Price: Purchase price of the property, if purchased within 12 months of the application date, as documented ina copy of the purchasers closing statement. HOUSING QUALITY STANDARDS Housing used in this program shall meet the Performance Requirements set forth in this section. In addition, the housing shall meet the Acceptability Criteria set forth in this section except for such variations as are proposed by the HAP and approved by HUD. Local climatic or geological conditions or local codes are examples, which may justify such variations. (a) SANITARY FACILITIES (1) Performance Requirement The dwelling unit shall include its own sanitary facilities which are in proper operating condition, can be used in privacy and are adequate for personal cleanliness and the disposal of human waste. (2) Acceptability Criteria A flush toilet in a separate, private room, a fixed basin with hot and cold running water and a shower or tub with hot and c01d running water shall be present in the dwelling unit. All must be in proper operating condition. These facilities shall utilize an approved public or private disposal system. (b) (c) FOOD PREPARATION AND REFUSE DISPOSAl, (1) Performance Requirement The dwelling unit shall contain suitable space and equipment to store, prepare and serve goods in a sanitary manner. There shall be adequate facilities and services for the sanitary disposal of food waste and refuse, including facilities for temporary storage where necessary. (2) Acceptability Criteria The dwelling unit shall contain the following equipment in proper operating condition: cooking stove or range and a refi'igerator of appropriate size for the unit, supplied by either the owner for the family and a kitchen sink with hot and cold running water. The sink shall drain into an approved public or private system. Adequate space for the storage, preparation and serving of food shall be provided. There shall be adequate facilities and services of the sanitary disposal of food wastes and refuse, including facilities for temporary storage where necessary (e.g., garbage cans). SPACE AND SECURITY (l) Performance Requirement The dwelling unit shall afford the family adequate space and security. (d) (2) Acceptability Criteria A living room, kitchen area and bathroom shall be present. The dwelling unit shall contain at least one sleeping or living/sleeping room of appropriate size for each two- (2) person. Exterior doors and windows accessible from outside the unit shall be lockable. THERMAL ENVIRONMENT (1) Performance Requirement The dwelling unit shall have and be capable of maintaining a thermal environment healthy for the human body. (2) Acceptability Criteria The dwelling unit shall contain safe heating and/or cooling facilities which are in proper operating condition and can provide adequate heat and/or cooling to each room in the dwelling unit appropriate for the climate to assure a healthy living environment. Non-vented room heaters, which burn gas, oil or kerosene, are unacceptable. (0 (~) (h) (i) ILLUMINATION AND ELECTRICITY (1) Performance Requirement Each room shall have adequate natural or artificial illumination to permit normal indoor activities and to support the health and safety of occupants. Sufficient electrical sources shall be provided to permit use of essential electrical appliances while assuring safety from fire. (2) Acceptability Criteria Living and sleeping rooms shall include at least one window. A ceiling or wall type light frxture shall be present and working in the bathroom and kitchen area. At least two electric outlets, one which may be an overhead bedroom area. STRUCTURE AND MATERIALS (I) Performance Requirement The dwelling unit shall be structurally sound so as not to pose any threat to the health and safety of the occupants and so as to protect the occupants from the environment. (2) Acceptability Criteria Ceilings, walls and floors shall not have any serious defects such as severe bulging or leaning, large holes, loose surface materials, severe buckling or noticeable movement under walking stress, missing parts or other serious damage. The roof structure shall be firm and the roof shall be weathertight. The exterior wall structure and exterior wall surface shall not have any serious defects such as serious leaning, buckling, sagging, cracks or holes, loose siding or other serious damage. The condition and equipment of interior and exterior stairways, halls, porches, walkway, etc., shall be such as not to present a danger of tripping or falling. Elevators shall be maintained in safe and operating condition. INTERIOR AIR QUALITY (I) Performance Requirement The dwelling unit shall be free of pollutants in the air at levels, which threaten the health of the occupants. (2) Acceptability Criteria The dwelling unit shall be flee from dangerous levels of air pollution from carbon monoxide, sewer gas, fuel gas, dust and other harmful air pollutants. Air circulation shall be adequate throughout the unit. Bathroom areas shall have at least one operable window or other adequate exhaust ventilation. WATER SUPPLY (1) Performance Requirement The water supply shall be free from contamination. (2) Acceptability Criteria The unit shall be served by an approved public or private sanitary water supply. LEAD BASE PAINT (1) Performance Requirement The dwelling unit shall be in compliance with HUD Lead Based Paint regulation, 24 CFR, Part 35, issued pursuant to the Lead Based Paint (ii) (J) Poisoning Prevention Act, 42 U.S.C. 4801, and the Owner shall provide a certification that the dwelling is in accordance with such HUD Regulations. If the property was constructed prior to 1950, the family, upon occupancy, shall have been furnished the notice requked by HUD Lead Based Paint regulation and procedures regarding the hazards of lead poisoning and the precautions to be taken against lead poisoning. (2) Acceptability Criteria. Same as Performance Requirement. ACCESS (1) Performance Requirement The dwelling unit shall be usable and capable of being maintained without unauthorized use of other private properties and the building shall provide an alternate means of egress in case of fire. (such as fire stairs or egress through windows.) (2) Acceptability Criteria The dwelling unit shall be usable and capable of being maintained without unauthorized use of other private properties and the building shall provide an alternate means of egress in case of fire. (k) 0) (m) SITE AND NEIGHBORHOOD (1) Performance Requirement The site and neighborhood shall be reasonably free from disturbing noises and reverberations and other hazards to the health, safety and general welfare of the occupants. (2) Acceptability Criteria The site and neighborhood shall not be subject to serious adverse environment conditions, natural or man-made, such as dangerous walks, steps, instability, flooding, poor drainage, septic tank backups, sewage hazards or mud-slides; abnormal air pollution, smoke or dust; excessive noise, vibration or vehicular traffic; excessive accumulations of trash; vermin or rodent infestation; or fire hazards. SANITARY CONDITION (l) Performance Requirement The unit and its equipment shall be in sanitary condition. (2) Acceptability Criteria The unit and its equipment shall be free of vermin and rodent infestation. CONGREGATE HOUSING - PERFORMANCE REQUIREMENT The foregoing standards shall apply except for paragraph (b) of this section and the requirement in paragraph (c) (2) of this section for a kitchen area. In addition the following standards shall apply. (1) (2) (3) The unit shall contain a refrigerator of appropriate size. The sanitary facilities described in 882.109 (a) shall be contained within the unit. The central dining facility and central kitchen shall be located within the building or housing complex and be accessible to the occupants of the congregate units and shall contain suitable space and equipment to store, prepare and serve food in a sanitary manner by a food service or persons other than the occupants and shall be for the primary use of occupants of the congregate units and be sufficient in size to accommodate the occupants. There shall be adequate facilities and services for the sanitary disposal of food wastes and refuse, including facilities for temporary storage where necessary (e.g., garbage cans). ELIGIBLE IMPROVEMENTS Improvements made with Grant Funds shall satisfy the following requirements: Eo Each improvement must be a Permanent General improvement. Permanent General Improvements shall include such alterations, renovations, or repairs upon or in connection with existing structures, which correct defects or deficiencies in the property affecting directly the building code, safety, habitability or energy consumption of the property. A Permanent General Improvement must be economically viable in terms ora determination that al~er the improvement is made: The structure will have remaining useful life such that the amount of the Housing Rehabilitation Grant may be amortized over such life in an economically prudent manner. The amount of the grant shall not exceed the lesser of $15,000.00 or 25% of the market value of the property as indicated on the property tax statement. For the term of the Repayment Agreement, the lien must be collectable. Thus, all existing mortgages, contract for deeds, and other encumbrances must not exceed the value of the property as stated in the County Recorders office. The structure will be reasonably livable, safe and habitable. Permanent General Improvements shall not include materials, fixtures, or landscaping of a type or quality exceeding that customarily used in the locality for properties of the same general type as the property improved. Each improvement must be made in compliance with all applicable health, fire prevention, building and housing codes and standards; application for a grant for property occupied by the owner shall be denied if the improvements will not bring such property into full compliance with all such codes and standards. Further, when work is done on any system within the house, upon completion of the work that entire system must meet applicable codes and standards; however, the entire structure may still contain other systems, on which no work was done, which are not up to applicable codes and standards. Grant funds may be used for the portion of improvements located on the property which will bring an individual water supply system or an individual sewage disposal system (including septic systems) into compliance with local, state or federal environmental and sanitary standards provided no public utility service is available. No Grant Funds shall be used in whole or in part for the purpose of refinancing or paying offan existing indebtedness. All such' funds must be used to finance improvements begun after application for such funds. No improvements are eligible if begun before the issuance of a Proceed to Work Order bv Anoka County. All contracts covering all or any portion of an improvement must contain an Anoka County approved warranty of workmanship and materials. Anoka County may approve special improvements only in the described circumstances indicated below: Bedroom additions may be allowed in cases of server overcrowding. For the purpose of thisprogram, a dwelling will generally be considered "overcrowded" if there is an average or more than one person per room (excluding bathroom) in the dwelling, or as otherwise approved by the County. l0 Bathroom additions may be allowed in cases of inadequate indoor bathroom facilities only if no other space in the structure is appropriate for such facilities. NOTE: In cases of applicants with impaired mobility, requests for room additions will be reviewed in compliance with Procedures for Grants including Accessibility Improvements, as outlined in Section XI. Demolition of outbuildings is allowed only when such clearance is required by the local building code. Reconstruction of sidewalks is allowed only on private property and only if existing conditions are a clear and imminent safety hazard. Water drawn from a valid well must be potable (safe for drinking) and must be free of sand, grit or other materials which might damage the pump or plumbing. Water need no~t be free from minerals which may make it cloudy nor must it be free from odor. NO FLYNDS WILL BE DISBURSED BY CEE UNTIL AND WHEN WATER IS STRUCK. It is an eligible improvement to connect a house to City water and/or sewer. Exterior finishing (painting or siding) is allowed only to the extent that there is deterioration of current exterior f'mishing. Exterior f'mishing requested solely for cosmetic purposes will not be approved. Where property is not .reasonably energy efficient, grant funds must be used to the extent necessary to increase such efficiency. Energy saving features shall be consistent with the energy standards promulgated as part of the State Building Code, but such improvements need not bring the house into compliance with such energy standards. Smoke detectors must be installed in all dwellings being improved with grant funds, unless detectors are already property installed. At least one detector is required per level and bedroom. If smoke detectors are already properly installed, they must be reported on the Inspection Report. Where the house numbers are not present or are not installed to applicable city codes and ordinances, they shall be installed properly. CEE must inspect to identify the existence of immediate lead-based paint hazards on all residential structures to be rehabilitated. Section 570.611 of the CDBG Regulations: 1) prohibits the use of lead paint whenever CDBG assistance is used for construction, rehabilitation or modernization of residential structures; 2) requires the elimination of immediate lead-based paint hazards in residential structures assisted with CDBG funds; and 3) requires notification of lead-based paint poisoning hazards to purchasers and tenants of residential structures constructed prior to 1950. CEE will be monitored by the Department of Housing and Urban Development (HUD) to determine compliance with Section 570.611. All homeowners will be given and asked to sign and explanation of the danger of lead-based paint, statement, it is as follows: Notification Watch Out For Lead-Based Poisoning l! This property, was constructed before 1978. There is a possibility it contains lead-based paint. Please read the following information concerning lead-based poisoning. Sources of Lead-Based Paint The interiors of older homes and apartments often have layers of lead-based paint on the walls, ceilings, window sills, doors and door frames. Lead-based paint and primers may also have been used on outside porches, railings, garages, fire escapes and lampposts. When the paint chips, flakes or peels off, there may be a real danger for babies and young children. Children may eat paint chips or chew on painted railings, windowsills or other items when parents are not around. Children can also ingest lead even if they do not specifically eat paint chips. For example, when children play in an area where there are loose paint chips or dust particles containing lead, they may get these particles on their hands, put their hands into their mouths, and ingest a dangerous amount of lead. Hazards of Lead-Based Paint Lead Poisoning is dangerous, especially to children under the age of seven (7). It can eventually cause mental retardation, blindness and even death. Symptoms of Lead-Based Paint Poisoning Has your child been especially cranky or irritable? Does your child have stomachaches? Is your child unwilling to play? These may be signs of lead poisoning. Many times though, there are no symptoms at all. Because there are no symptoms does not mean that you should not be concerned if you believe your child has been exposed to lead-based paint. Advisability and Availability of Blood Lead Level Screenin~ If you suspect that your child has eaten paint chips or someone told you this, you should take your child to the doctor or clinic for testing. If the test shows that your child has an elevated blood lead level, treatment is available. Contact your doctor or local health department for help or more information. Lead screening and treatment are available through the Medicaid Program for those who are eligible. If your child is identified as having an elevated blood lead level, you should immediately notify the Community Development or other agency to which you or your landlord is applying for rehabilitation assistance so the necessary steps can be taken to test your unit for lead-based paint hazards. If your unit does have lead- based paint, you may be eligible for assistance to abate that hazard. Precautions to Take to Prevent Lead-Based Paint Poisoning You can avoid lead-based paint poisoning by performing some preventive maintenance. Look at your walls, ceilings, doors, door frames and windowsills. Are there places where the paint is peeling, flaking, chipping or powdering? If so, there are some things you can do immediately to protect your child(ren): (a) (b) (d) (e) Cover all furniture and appliances; Get a broom or stiff brush and remove all loose pieces of paint from walls, woodwork, windowsills and ceilings; Sweep up all pieces of paint and plaster and put them in a paper bag or wrap them in newspaper. Put the packages in the trash can. DO NOT BURN THEM; Do not leave paint chips on the floor or in windowsills. Damp mop floors and window sills in and around the work area to remove all dust and paint particles. Keeping these areas clear of paint chips, dust and dirt is easy and very important; and Do not allow loose paint to remain within your child(ren)'s reach since children may pick loose paint off.the lower part of the walls. Homeowner Maintenance and Treatment of Lead-Based Paint Ha?ard~ 12 As a homeowner, you should take the necessary steps to keep your home in good shape. Water leaks fi.om faulty plumbing, defective roofs and exterior holes or breaks may admit rain and dampness into the interior of your home. These conditions damage walls and ceilings and cause paint to peel, crack or flake. These conditions should be corrected immediately. Before repainting, all surfaces that are peeling, cracking, chipping or loose should be thoroughly cleaned by scraping or brushing the loose paint from the surface, then repainted with two (2) coats of non-lead paint. Instead of scraping and repainting, the surface may be covered with other material such as wallboard, gypsum or paneling. Beware that when lead-based paint is removed by scraping or sanding a dust is created, which may be hazardous. The dust can enter the body either by breathing it or swallowing it. The use of heat or paint removers could create a vapor or fume which may cause poisoning if inhaled over a long period of time. Whenever possible, the removal of lead- based paint should take place when there are no children or pregnant women on the premises. Simply painting over defective lead-based paint surfaces does not eliminate the ha?ard. Remember that you, as an adult, play a major role in the prevention of lead poisoning. Your actions and awareness about the lead problem can make a big difference. Tenant and Home Buyer Responsibilities You should immediately notify the management office of the agency through which you are purchasing your home if the unit has flaking, chipping,'~owdering or peeling paint, water leaks from plumbing or a defective roofi You should cooperate with that office to repair the unit. U.S. Department of Housing and Urban Development Office of Community Planning and Development VI. ELIGIBLE RECIPIENT CEE must deny the application of any applicant which does not meet all the requirements set forth in these Procedural Guides including the requirements of income, assets, eligible properties and eligible improvements. Ownership 1. The applicants must individually or in the aggregate have at least a. A life-estate; b. A full interest in the fee title; c. A full interest as purchaser in a contract for deed with respect to the structure to be improved and must occupy such property as their principal place of residence. All individuals occupying the structure to be improved as their principal place of residence and having an ownership interest in such structure must join in the application. For the purpose of this program, ownership shall be based on the information recorded in Anoka County Recorder's Office. NOTE:' All individuals listed on title, their spouse, fee owners and remaindermen must sig~n the Repayment Agreement. To be eligible to receive a grant, the applicant must be current on contract for deed payments, mortgage payments and property taxes on the property to be improved. If any of these payments are in arrears, they must be made current before the application can be approved for funding. B. Household Gross Annual Income 13 Gross annual income includes: a. Any public assistance, including, but not limited to Welfare, AFDC, SSI and Unemployment Compensation; b. Salaries (including commissions, bonuses, overtime pay and tips); c. Alimony and/or Child Support; d. Interest and Dividends; e. Pensions and Annuities, include P.E.R.A. and Social Security; f. Rental income and Farm rental income; g. Estate or Trust income; h. Business, Profit-for, Self=employed, Individuals including Farmers and Child Care/Baby=sitting; Gains from the sale of property; Interest payment received from properties being sold on Contracts for Deed; Partnership; Miscellaneous income. Any adult living in the household who does not have an ownership interest in the property or a formal legal or blood ties to other adult household members. Gross annual income is the income derived from all sources before tax or withholding, of all members of the family living in a housing unit (including adult members of the household who do not have an ownership interest in the property, a formal legal or blood tie to other adult household members) for at least nine (9) months of the year and who do not pay rent or who are claimed as dependents for federal income tax purposes. Gross annual income for persons having fixed incomes shall be based upon annualized weekly or monthly income as of date of verification. For persons other than those on fixed incomes, annual income is the anticipated annual earnings of the applicant as of the date of verification. Gross annual income for a person who is only temporarily earning the limit or less is to be projected on what that person can reasonably be expected to earn when normal circumstances resume. This projection can be made by verifying the income the applicant was earning before the temporary situation occurred. Anticipated annual income cannot be based on a temporary condition such as unemployment. CEE will review previous employment and wages so as not to commit funds to an applicant who has demonstrated a great earning potential. Unemployment is viewed as a temporary condition subject to change and must be checked carefully so as not to discriminate against the truly needy. Any income determination which results in a net LOSS of income must be considered as $0 income. That is, an income loss from one source may no~t be subtracted from a separate source of income for the purpose of determining total Household Gross Annual Income. Any educational Grants, including VA Benefits, which are paid directly to the individual must be included as income. Grants or scholarships which are paid directly to an educational institution are not included as income, nor are educational loans. Projected bonus and/or overtime will be determined by the Housing Director through contacting an employer. The amount may be based on prior years figures or average 14 10. amounts awarded to other employees with the same status. The most recent IRS tax return may also be used for these purposes. Self-employed persons must submit signed copies of IRS tax returns, as sent, for the previous two years. The Housing Director will determine gross annual income by averaging the income of the last two years. Normal out-of-pocket business expenses such as office rent, telephone, etc., are generally deductible items. Property or equipment depreciation is not deductible. Income from rent from the property to be improved, shall be included in Gross Income. Income verification must be updated to within 90 days previous to the submission of a grant packet to the County for approval. Household income must be eligible upon submission. Household Adiusted Gross Income 1. Recipients must not exceed adjusted gross income as follows: Family Size Adjusted Gross Income 80% 1 $35,150.00 2 40,150.00 3 45,200.00 4 50,200.00 5 54,200.00 6 58,250.00 7 62,250.00 8 66,250.00 For each additional household member add $ Adjusted Gross Income is defined as the gross annual income, from all sources before taxes or withholding, of all members of the family living in a housing unit (including individual non-related adults), after subtracting the DEDUCTIONS from the Household Gross Annual Income. Standard Deductions a. First adult resident (18 years or older) -$750.00 b. Second adult resident (18 years or older) -$750.00 c. All additional residents, any age -$500.00 d. Extraordinary medical expenses (total medical expenses for the past year minus 3% of gross income) * This grant does not include mobile homes. * Grant decreased 10% per year for the first five (5) years. Remaining balance stays the same and is due payable when the home is sold or title is transferred. 15 Special Deductions NOTE: No deductions may be taken under this section unless the income is included in Household Gross Annual Income. An amount equal to the total of those medical and other expenses which the Grant Administrator determines to be extraordinary. SUCH EXPENSES MUST BE VERIFIED AND APPROVED BY THE HOUSING DIRECTOR PRIOR TO THE APPROVAL OF THE GRANT PACKAGE BY ANOKA COUNTY. See Section VII-Q. An amount equal to that anticipated income which is deemed by the housing Director to be of a nonrecurring nature. Items for inclusion under this category may include: cash sales of property, receipt of one-time survivor benefits, sale of stock etc., include as assets on application. Example of Household Adjusted Gross Income Gross Income Head of Household Earnings (-$750.00) Spouse's Income (-$750.00) Income for daughter, age 19 (-$500.00) Interest from savings Household adjusted gross income $8,560.00 $8,000.00 1,600.00 900.00 60.00 $10,560.00 NOTE: The above income guideline is set by HUD. The County can approve household with income up to 80% Median income as set by Federal guidelines. Asset Determination 1. "Gross assets" for purposes of the Housing Rehabilitation Grant Program shall be defined as the current market value of an item listed minus existing indebtedness on that item. For purposes of the Housing Rehabilitation Grant Program, assets shall include the following items: Cash on hand; Cash in checking accounts; Cash in savings accounts, including accounts held in trust The cash value of life insurance policies; The cash value of securities or U.S. Savings Bonds; The current market value of all interest in real estate, not including the structure to be improved and a parcel of real property or not more than two (2) acres on which the structure is located. Included in this determination is any land in which any resident of the household holds title or is selling on Contract for Deed. The value of the Contract for Deed property shall be defined as 100% of the outstanding balance on the contract. All other property, exclusive of household furnishings, clothing and one vehicle. This section includes but is not limited to: farm equipment, boats, snowmobiles, motorcycles. farm stock and additional vehicles. 16 h. If the applicant owns a business, in full or part, and that business is incorporated, then the business equipment is not a personal asset. If the business is not incorporated, the business equipment is then considered a personal asset. Redemption value of life insurance policies. Recipient's Asset Limit: The gross assets of the Recipients, excluding the residential property to be improved, shall not exceed $25,000.00 (as calculated in the Homeowner Application for Grant). VII GRANT APPLICATIONS The CEE shall obtain the following documents to be included in the Grant Package for review and approval: A. Homeowner Application for Grant The application shall be completed in full and signed and dated by the Recipient and provide: 1. Household Information 2. Income Information 3. Property Information 4. Assets Determination All assets listed on the Homeowner Application for Grant must be verified. The following is a list of acceptable forms of asset verification evidence: a. Written verification fi'om banks, insurance companies or other asset holders. b. Written statements by the Housing Worker that the documents verifying the assets have been viewed. Such statements must include a statement of the actual document viewed, the date the document was viewed and the full name of the individual who viewed the document. Screening Intake This form shall be completed by the Recipient and provide: I. List of repairs or concerns about property identified by the Recipient. 2. Health and/or disabilities General Release Disclaimer The disclaimer shall be signed by the Recipient for use by CEE to obtain private information in regards to eligibility. go Bid Process Selection I. Inform Recipient of their rights to choose any contractor for bidding. Property Inspection Report 1. A copy of the initial inspection report must be included in the Grant Package. Report forms must include the following items: a. General Condition of the Structure b. S~ructural Soundness c. Plumbing Systems including: Water supply, waste disposal, fixtures and piping system. d. Heating Systems e. Roof f. Energy Efficiency including: insulation, infiltration, windows, doors and ventilation. g. General Exterior Conditions h. General Interior Conditions 17 An explanation should be provided for any deficiency which appears on the inspection report. The inspection report must be signed and dated by the inspector performing the inspection. It is the intent of the Rehabilitation Grant Program to conduct inspections to f'md violations of code, health, safety, weatherization and to provide Block Grant Funds to eligible low income residents of Anoka County to make the necessary repairs which the applicant would otherwise be unable to afford. Scope of Improvements This listing of all eligible improvements, from which bids shall be prepared, must be given to the homeowner. Building Permits Building permits are required. Contractors are to call the Housing Department to report when they get their permits. Contractors are also to report if permits are not required before they begin a job. Contractors not getting required permits before starting a job, will be subject to f'mes from the City. Contractors are required to be State-licensed and insured. All contractors are checked for debarment from any Federal programs. Contractors are to notify CEE when they begin work on a house. Contractors must call City Inspectors for appropriate inspections. All amendment forms shall be completed for any changes. The amendment must be approved before work is started. Work shall be completed within the time frame specified on the Contractor-Homeowner Contract. CEE may grant an extension under unusual circumstances. Contractor-Homeowner Contract Each Contractor selected to carry out improvements must sign a warranty of workmanship and materials provided by CEE for the protection of the applicant. This warranty is contained in the Contractor-Homeowner Contract. All Contractor- Homeowner Contracts, accompanied by bids, must be included in the Grant Package. Income Verification All sources of income listed on the Homeowner Application for grants must be verified and updated by the Housing Department. 1. Household Gross Annual income is the income from all Sources before taxes or withholding of all residents of the household as calculated in Section VI-B. 2. Standard and Special Deductions shall be entered as calculated in Section VI-C. 3. The Adjusted Gross Income shall be the Household Gross Annual Income minus the total of deductions. EVIDENCE OF SUCH VERIFICATION MUST BE INCLUDED IN THE GRANT PACKAGE. The following is a list of acceptable forms of income verification evidence: 1. Written verification from employers or other income providers. 2. Copies of current checks or check stubs. 3. Written statements by the Outreach Worker that the documents verifying the income have been viewed. Such statements must include a statement of the 18 actual document viewed, the date the document was viewed and the full name of the individual who viewed the document. 4. IRS forms only in the case of self-employed individuals. (See Section VI-B) 5. Statements of deposit from bank. 6. Copies of deposit slips indicating the deposits of a particular check. 7. Income derived from rent must be verified by the renter in writing or by examining copies of checks or rent receipts. The date of document used in verifying income may not be more than 90 days previous to the date of approval. Title Verification Form 1. The Housing Department must obtain the following information from the Registrar of Deeds regarding each property: a. The ful__.ll name of all owners of record, including fa'st name, last name, middle name or initial and additions names which appear in the records, such as maiden names. b. A determination of the system under which the property is recorded, either Torrens or Abstract. Upon obtaining this information, the Housing Director must determine the applicant's individually or in total have a qualifying interest in the property consisting of at least: a. A valid life estate. Such life estate must be recorded and must appear in the records of the County; or b. A full interest in the fee title. Such interest may be subject to a mortgage; or c. A full interest as a purchaser in a contract for deed with respect to the structure being improved. In addition, the applicants must occupy the property as their principal place of residence. To consider a property as one's principal place of residence, an individual must: a. Reside in the property at the time of application (except where extraordinary circumstances have made the property temporarily uninhabitable). b. Occupy the property for at least nine (9) months of the year. For the purpose of complying with ownership requirements, the recipient may aggregate his interest in such property with the ownership interest of other individuals occupying the property as their principal place of residence. Repayment Agreement .. The Repayment Agreement must be included in the Grant Package. As specified in the provisions of the Repayment Agreement, the recipient shall be required to notify the County immediately upon the sale, transfer, conveyance or cessation of residence of the property. Each grant shall be subject to an Agreement of Repayment which provides that in the event that the property upon which the improvement is located is sold, transferred, or otherwise conveyed by the grant recipient, or in the event that such property ceases to be the recipient's principal place of residence, then the 19 recipient shall repay (and Anoka County shall have a lien to the extent permitted by law on the property as security for such repayment) to Anoka County a sum equal to: within a period of one (1) year after the Effective Date, the Owner shall repay to Grantor a sum equal to the full amount of the Grant. within the second (2nd) calendar year after the Effective Date, the Owner shall repay the Grantor a sum equal to ninety percent (90%) of the amount of the Grant. within the third (3rd) calendar year after the Effective Date, the Owner shall repay to the Grantor a sum equal to eighty percent (80%) of the amount to the Grant. within the fourth (4th) calendar year after the Effective Date, the Owner shall repay to the Grantor a sum equal to seventy percent (70%) of the amount of the Grant. within the fifth (5th) calendar year after the Effective Date, the Owner shall repay to the Grantor a sum equal to sixty percent (60%) of the amount of the Grant. within the sixth (6th) calendar year after the Effective Date, the Owner shall repay to the Grantor a sum equal to fifty percent (50%) of the amount of the Grant. Any such repayment shall be made to grantor no later than the 30th day following such sale, transfer or other conveyance or following the date upon which the real estate ceases to be the principal ptace of residence. Execution of the Repayment Agreement In order to create a valid lien on the property, which has been improved by Grant Funds, CEE must exercise extreme care in the execution of the Repayment A~eement document. Any inaccuracy or omission may have a negative effect on the validity of the lien. Prior to the submission of the Grant package, CEE should ensure the completion of the following section for the Repayment Agreement only: a. Property Description. The property description must be clear, legible, accurate and complete. Care must be taken to ensure that the description is exactly as it appears in the property records. If the applicant owns property other than on which the structure to be improved is located, only the description of the property on which the structure is located should be included. Signatures. The record names (the names exactly as they appear in the property records) must be used by all whose signatures are required. The following is a brief discussion of the signatures required under particular property ownership situation: 1.) Any JOINT TENANCY -- signatures of all joint tenants are required. 2.) Property held by ONE SPOUSE -- signatures of BOTH spouses are required 3.) Property held in LIFE ESTATE -- signatures of the applicant (life estate holder) and signatures of sufficient remaindermen to comprise at least I/3 interest. 20 4.) (Example: if there are 12 remaindermen in title, the signatures of four (4) of them are required to comprise I/3 interest, assuming equal interest for all). Property being purchased on CONTRACT FOR DEED signatures of all Contract for Deed purchasers and the fee title holder (and spouse or others, as applicable) of the property; and the signatures of any intervening vendees of the Contract for Deed. Notarization of Signatures. 1.) All required signatures must be notarized, including the "mark ora signatory who is unable to write. 2.) All dates (except those in the notary's acknowledgments) in the Repayment Agreement shall be left blank at the time that the Grant Package is submitted. 3.) The Grant amount in the Repayment Agreement will be left blank at the time the Grant Package is submitted. This allows the County flexibility with regard to · approval. The Repayment Agreement shall be filed with the Recorders Office at Anoka County, in a timely manner after County approval, in such a manner as to create a valid lien against the property, on all properties improved with Grant-Funds provided that the creation of such a lien is permitted by law. It is the responsibility of Anoka County to record this agreement with the property recording. NOTE: Amendment requests over $500.00 require a Repayment Agreement. If any Grant Funds are used for purposes other than an eligible improvement upon eligible property or if the Recipient's Application is found to contain a material misstatement of fact, the Recipient shall be liable for repayment of all or part of the originally approved Grant Funds. In addition, any fraudulent use of funds may subject the recipient to f'mes and/or imprisonment under the Minnesota Criminal Code. Proof of Mortgage 1. Letter or statement from bank showing that the mortgage is current. Contractor's Bid All improvements approved to be done to the residence shall be listed with Contractor performing the work indicated and the associated costs. I. This form lists the work to be done by item and Contractor performing a breakdown of costs by item and Contractor. The total of the cost for work to be performed~shall be listed where indicated. The maximum grant amount shall not exceed the lesser of: $15,000; or 25% of the market value of the property as indicated on the property tax statement the actual cost of the work performed. Proceed to Work Order Forwarded to the Contractor, this letter states the approved grant amount, date of' approval and gives the authorization for the work to begin as per the bids including any outlined changes in the bids. Amendment Request Certificate This form outlines all changes in the approved grant amount, either additions or subtractions, by each Contractor. It must be signed by the Contractor, the Homeowner, the Executive Director and approved by Anoka County. Completion Certificate This form shall be signed by the Homeowner, the Contractor and the Executive Director when thc grant work undertaken by the Contractor is completed. The original certificate is to be given to Anoka County, one copy kept in recipient file and one copy will be given to CEE Finance Department to act as the Contractors Bill. For procedures in the event of a Homeowner refusing to sign a Completion Certificate see Section IX. Extraordinary Medical Expenses Extraordinary medical expenses are defined as medical expenses, not compensated for or covered by insurance, in excess of'three-percent (3%) of total family income. For the purposes of determining extraordinary medical expenses, the Housing Director should consider the medical expenses incurred by the family in the preceding year (including medical insurance premiums, if any) as well as circumstances that might increase or decrease the family's medical expense in the coming year. Medical expenses may include, but are not limited to: - Medical and dental insurance premiums (including Medicare); - Transportation expenses directly related to medical treatment; - Prescription and non-prescription medicines; - Medical service charges (Doctor, dentist, hospital, clinic, etc.); - Health related equipment costs (orthopedic, hearing, etc.); - Costs paid by resident to live-in attendant. Cosmetic and medically unrequited expenses are not eligible as Extraordinary Medical Expenses. Ineligible expenses include, but are not limited to: - Hair Transplants - Cosmetic plastic surgery - Cosmetic orthodontic work The following are examples of appropriate verification: - Verification by a doctor, hospital or clinic personnel, dentist, pharmacists, etc., of the estimated medical costs to be incurred by the applicant which are not covered by insurance, as well as regular payments expected to be made an outstanding medical bills; - Confirmation by appropriate insurance companies or employers on health insurance premium costs paid by the applicant; - Communication from the Social Security Administration of insurance premium costs for Medicare paid by the applicant; - Confirmation of payment received by a live-in attendant from the applicant. The following are examples of documents that could be provided by the resident: Ro - Receipts, canceled checks, pay stubs which indicate health insurance premium costs. etc., which verify medical expenses likely to also be incurred for the ensuing 12-month period; - Copies of income tax forms which include itemized medical expense where expenses for the ensuing 12-month period are not expected to change: - Copies of canceled checks which verify the payments made to live-in attendant; - Copies of canceled checks which verify payments made on outstanding medical bills which will continue for all or part of the ensuing 12-month period; - Record of payment of schedule of payments agreed to by the creditor showing the applicant has been making payments and his intent to continue payments until the balance is cleared. Contractor Evaluation/Complaint Record The evaluation is sent to the Recipient to complete as to their perception of the work and in regards to the contractor. The complaint record should be used to document complaints, by recipient at the time of completion of work. So Anoka Count3, Evaluation This form shall be completed by CEE 1. Required information for Anoka County to determine eligibility. VIII. A. ACCEPTANCE PROCEDURES Review of Grant Packages 1. CEE will process applications using the fa:st come, first served section criteria established by the County as required in Section III-C of these Procedural Guides. CEE objectives are to encourage necessary improvements whereb~ the structure will be reasonable livable, safe, habitable and energy efficient. Applicants will be accepted as follows: a. Applicants must request a Rehabilitation Grant on a CEE Grant Application Form. Grant Packages shall contain all of the documents listed in Section VII of these Procedural Guides. Anoka County will review the individual packages using the qualifications as outlined in Section VI. Anoka County may return unacceptable packages for correction and resubmission, or may hold them until the necessary information is provided. The decision of the County will be final; however, appeals may be made in those cases where applicants believe they were not treated equitably. Appeals shall be in written form submitted to the Housing Director at CEE outlining the applicant's concerns. CEE should review the concerns and reply in written form to the applicant within 5 days. 23 If after this review, disagreement is still evident, the Housing Director shoulc contact the Executive Director to mediate the situation so as to eliminate potential confrontations. Notification of Approval CEE will forward the following notification regarding Grant Packages which are determined to be acceptable and complete: Each approved grant will appear on a Proceed to Work Order, listed by last name of the recipient and indicating the approved dollar amount of the grant. The Repayment Agreement for each approved grant will then be filed by the Housing Department. The repayment Agreement will have been executed by the County and dated according to the date on which the grant package was approved. Receipt of such notification will signify authorization for the immediate commencement of work on the properties represented by the specified grants. NOTE: For property registered according to the Torrens System, the Repayment Agreement must be accompanied by Owners Duplicate Certificate of Title at the time of recording. Also, documents recorded on Torrens property are not returned to the person requesting the recording. Therefore, the Housing Department must either retain a copy of the agreement prior to recording and obtain the recording information (Document Number) from the Recorder, or must obtain a copy of the document after recording from County. Following recording, the Housing Department shall provide a copy of the recorded Repayment Agreement to the Recipient IX COMPLETION AND DISBURSEMENT PROCEDURES Completion Procedures No grant will be considered until the following steps have been accomplished. 1. Inspection of Property All improvement work, as specified in the Contractor's Bid must be inspected for completeness, conformity to specification and quality of workmanship. CEE must require completion or correction of any item found lacking. Failure of a Contractor to comply with such a request for completion or correction of work may be considered grounds for CEE to withhold all or part of the payment due to the Contractor. 2. Completion Certificate Following the final inspection and successful completion of work, the Completion Certificate must be signed by the Recipient, the Contractor who performed work on the property, and by the inspector of the property, and the Executive Director. In the event that the Homeowner will not sign the Completion Certificate, payment can be issued to the contractor provided that the Contractor, the Inspector, and the Executive Director all sign the Completion Certificate indicating that the work was done properly and a letter 24 written by the Housing Director is attached outlining in detail the situation resulting in the recipient refusing to sign the Completion Certificate. Disbursement Procedures No disbursement of funds shall be made until CEE is in receipt off 1.A Completion Certificate signed by the Contractor, Homeowner, Inspector and Executive Director. 2. Partial disbursements require a Lien Waiver provided by the Contractor for the amount of the work performed. Final disbursement requires sworn Contractors Statement and Lien Waivers provided by the Contractor for the amount of the work performed, including Lien Waivers from subcontractors. The Contractor will then be paid. Payment shall be made within 45 days of receipt by the Housing Department of the signed Completion Certificate. The check will be released after funds are received from Anoka County and Lien Waivers are presented. To receive grant funds from Anoka County, CEE must forward to the County the signed Completion Certificate. X A. PRIOR APPROVAL GUIDELINES Anoka County may from time to time authorize a Prior Approval for the purpose of making Home Improvement Grant funds more readily accessible to eligible applicants under extraordinary circumstances. Prior Approval allows Anoka county to authorize work to begin on a residence before the Grant Package has been submitted. The Grant package should be completed and submitted as soon as possible following the issuance of the Prior Approval. It is imperative that the income of the recipient be acceptable under the income guidelines as stated in Section VI. The following conditions shall apply to a Prior Approval, provided that: 1. Applications are received in the form of acceptable Grant Package as set forth in Section VII; 2. Applications meet all eligibility requirements as set forth in Section VI; In addition to the other verifications required in the Procedural Guides, CEE shall also provide verification that: ao The dwelling unit contains defects or deficiencies which, if left un-corrected, would render the unit immediately uninhabitable; or that Such defects are the direct result of occurrences which include but are not limited to: natural causes such as floods, tornadoes, fires, blizzards, and storms: or mechanical failures such as burst pipes and furnace breakdowns; or that Extraordinary circumstances force the work to proceed immediately for a delay will greatly increase the cost of the work and/or delay in approval will force a 25 postponement of the work until a much later date than necessary, in normal circumstance, i.e., changing weather conditions. Do Additional information may be required which will aid in its determination of the compelling merits of each case. All decisions shall be made by Anoka County at its sole discretion. XI PROCEDURES FOR GRANTS INCLUDING ACCESSIBILITY IMPROVEMENTS A. Accessibility Improvements I. Structural Improvements: Construction, installation or modification of ramps, handrails, kickplates and door widths; repair or replacement of doors; relocation of doorways; installation of lever-action hardware; construction or expansion of rooms. 2. Exterior Improvements: Construction of exterior ramps, railing, walkways, landings and porch extension; site grading and other site improvements.. 3. Bathroom Improvements: Installation of elevated water closets, grab bars, shower stall, tub seats, hand-held showers, accessible sinks, electrical outlets, medicine cabinets and other accessories; modification or expansion of bathroom are to allow a five foot turning radius. 4. Kitchen Improvements: Construction, modification or replacement of cupboards or shelves to provide access to sinks, cook tops, ovens or storage areas; installation of accessible electrical outlets and switches, lever- action hardware, hardware, garbage disposal; insulation of hot water pipes; modification or expansion of kitchen area to allow for a five-foot turning radius in the work space; installation of "lazy susans" in cupboards; replacement of floor covering in order to improve wheeling surface. 5. Other Improvements: In exceptional circumstances, installation of central air-condition and/or stair glides or electric lif~s when the need for these improvements is verified by the Handicapped Person's doctor in writing. Improvements which are not determined by the Housing Director to be eligible as Accessibility Improvements may be funded under the other provisions of these Procedural Guides. Requirements for Participation Grants may be made to Handicapped Persons for Accessibility Improvements only if the conditions of Section VI (except the portion thereof relating to Eligibility of Improvement) of these Procedural Guides have been fully satisfied. Amount of Grant for Accessibility Improvements See Section VI B. Responsibilities of CEE With respect to Grant for Accessibility Improvements, CEE shall: 1. Be governed by the general conditions set forth in Section II of these Procedural Guides. Assist the Handicapped Person with the preparation of the Application form, upon request. Such assistance shall include a personal visit by the Intake Worker to the home 26 of the Handicapped Person, or to any other reasonable location which is accessible to the Handicapped Person. Carry out the duties required of CEE pursuant to Section III, of these Procedural Guides, including the duty to complete the Grant package for Accessibility Improvements. A complete Grant Package for Accessibility shall include all required materials. Standard Procedure for Compiling Accessibility Portion of Grant In addition to all the documents described in Section VII, a grant package including Handicapped Improvements must include the following: a. Accessibility Improvements Inventory - containing a description of the Accessibility Improvements to be made shall be included on the Inspection Report; b A letter describing: I. The level and specific type of disability experienced by the Handicapped Person signed by a licensed physician; and 2. The specific Accessibility Improvements requested by the physician; c. Bids fi-om Contractors; d. Drawings, ifneeded e. Any other material requested. XII GENERAL CONDITIONS RELATING TO GRANTS CEE Equal Opportunity/Affirmative Action Requirements It is the policy of Anoka County to provide equal access to employment, programs armed services without regard to race, color, creed, religion, age, sex, handicap, marital status, affectional preference, public assistance, criminal record, or national origin. All programs financed through or administered by CEE will contain equal opportunity/affirmative action requirement in the Procedural Guides. All participating communities programming Community Development Block Grant monies to housing rehabilitation grants and/or to public facilities grants will adhere to the equal oppormnity/affirrnative action statement above. Areas not specifically mentioned in this statement will still be governed by the spirit of this statement. If an applicant or grant recipient believes they have been discriminated against they should contact the Affirmative Action Officer at CEE, 2111 North Is~ Street, Suite 455, Minneapolis, MN 55401. CEE shall have full responsibility for program implementation including public information, reviewing and screening applicants, choosing recipients, and assuring that work will be satisfactorily completed. C. No application, processing, or other fees shall be charged to an applicant. 27 CITY OF COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: ORIGINATING DEPARTMENT: EXECUTIVE NO: EDA DIRECTOR APPROVAL ITEM: Community Development Block Grant BY: Joe Hollmam~7/ BY: Housing Rehabilitation Program DATE: March 13, 2000 Background: Center for Energy and Environment (CEE) has prepared five Community Development Block Grant housing rehabilitation loan applications which need to be submitted to Anoka County. Analysis: The following briefly summarizes the five projects. Please note that the amounts indicated in the table include the $875 CEE processing fee which will be charged for each application processed. Grant# I Amount I Address I Contractor(s) I Scope of WorkSummar~ C1998-03 $4,085 4141 4*h Street NE Norm Cook Replace windows and doors, exterior water spigot, drainage work, vinyl flooring and certain health and safety improvements. C1997-03 $15,508 1400 Parkview Lane NE B&B Roofing Services, TC Replace windows, doors, gutters, Exteriors, Window Lite, soffit and fascia. and AM Landscape Co. C1997-06 $16,595 623 37~ Avenue NE F&S Remodeling Services Replace roof, gutter, windows, and doors. Grading and ventilation work. C1997-13 $19,020 4104 5m Street NE Straitline Construction Replace windows, doors, and roof. Update electrical, plumbing, and insulation. Also, certain health and safety issues. C1997-04 $18,761 3831 Polk Street NE Olson Plumbing, CRI, Replace water main, windows, Albrecht Co. siding, and retaining wall. Recommended Motions: Move to approve the CDBG Housing Rehabilitation Grant Loan application for Grant # C 1998-03 in the amount of $4,085 for housing rehabilitation to Norm Cook and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350-4600/3050. Move to approve the CDBG Housing Rehabilitation Grant Loan application for Grant # C1997-03 in the amount of $15,508 for housing rehabilitation to B&B Roofing Services, TC Exteriors, Window Lite, AM Landscape Co., and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350- 4600/3050. Move to approve the CDBG Housing Rehabilitation Grant Loan application for Grant # C1997-06 in the amount of $16,595 for housing rehabilitation to F&S Remodeling Services and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350-4600/3050. City of Columbia Heights Economic Development Authority CDBG Housing Rehabihtation Program Page 2 Move to approve the CDBG Housing Rehabilitation Grant Loan application for Grant # C1997-13 in the amount of $19,020 for housing rehabilitation to Straitline Construction and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350-4600/3050. Move to approve the CDBG Housing Rehabilitation Grant Loan application for Grant # C1997-04 in the amount of $18,761 for housing rehabilitation to Olson Plumbing, CRI, Albrecht Co., and Center for Energy and Environment subject to meeting all program requirements; and furthermore, to direct staff to submit the loan application to Anoka County and to authorize all related expenses to be reimbursed from Fund 202-46350-4600/3050. Attachments: EDA ACTION: Paae ! PROCEED TO WORK ORDEF. CEE/COLUMBIA HEIGHTS HRA ADMINISTERING ENTITY REHABILITATION APPROVAL GRANT NUMBER RECIPIENT LAST NAME DATE A/vIOUNT OF GRANT C I~ ~ - a]' $3,210.00 CEE Processing Fee $875.00 Application date September, 1999 Board approval date Bid opening date Funds to be drawn from year ! 997 Target area Contractors Norm Cook City of Columbia Heights Source & amount of other funding N/A TOTAL $4,085.00 Anoka County hereby approves the Home Rehabilitation Grant applications referred to above and authorizes the immediate commencement of work as specified in each Anoka County Improvements Certificate. Grant funds for each amount shown will be forwarded upon completion ora given pant tbr deposit in the Administering Entity's Working Balance. Proceeds may not be disbursed until: (1) The Administering Entity conducts an inspection of the specific work for which payment is to be made and determines that the work has been completed in a satisfactory, manner; and (2) a Completion Certificate is executed by all parties for work completed. Anoka County refers the Administering Entity to the warranties set forth in the contract, which apply to each application submitted to Anoka County for approval. In the event that any of the warranties are found to be untrue, Anoka County may, at its option, exercise any of the remedies provided in the Grant Funding Agreement. including the right to require the Administering Entity to reimburse Anoka County for fimds previously disbursed. Approved by: 60'r CDBG',~ rkotlr.doc COLUMBIA HEIGHTS GRANT PROGRAM SCOPE OF IMPROVEMENT SUMMARY 4141 NE 44 Street Columbia Heights, MN 55421 (612) 706-0652 HEALTH & SAFETY Norm Cook-C.~/=,z~ f.~ . 337 NE I09~ Avenue Blaine, 55434 612- A$160.00 B$320.00 C$35.00 WINDOWS AND DOORS Norm Cook AS 1,650.00 B$90.00 PLUMBING Norm Cook' $120.00 FOUNDATION Viking Home Improvement 4832 NE 2 ½ Street Mpls, 55421 612-572-1820 $30.00 $250.00 $26.00 Viking Home Improvement $2,090.00 $110.00 Viking Home Improvement $120.00 Lloyds Home Improve 1012 NE 42 ¥2 Ave Columbia Hts, 55421 612-788-5602 $20.00 $200.00 $27.00 Lloyds HomeImprove $1,890.00 $98.00 Lloyds Home Improve $110.00 Norm Cook $740.00 Viking Homelmprovement $750.00 Lloyds HomeImprove $760.00 BUILDING INTERIOR Norm Cook $95.00 TOTALS $3,210.00 Viking Home Improvement $215.00 $3,591.00 Lloyds Home Improve $205.0O $102.00 (Permit Cost) $3,412.00 SCOPE OF IMPROVEMENTS ' ~./6'~"~ :.-.'. Col~bia Hei~B, ~ 55~1":5~~~ .~ .;~.~ "~'"'~ ~'::""" 7%5;..2' .,~ ...... ,~ ~.~: ...,..?~ ' -'"' '~ ~-" ..... ¢'"~+;' . . - . ... . · ~...~. . . _~t-.:..- ....~ _ .'~-'..>4'.~': . ... . ....... :. ~:: .... ,.~ .... :.: .... ~,~:.,-.. ~,,.~~ -;,,.~ .,-~, · .~,, .~ ..,...:. ..... .. ,, .... ~:,:.,: ...~.,.~.. <'"¢ $ ~'/~U; ~U Se~'loo~e b~ment h~:~5~'~¢racket. Pro~de prop~b~g .... '." .%"for rea~en[ ~d_vatch w~l.}~?:.-~. , :-.,': . ,..:.... - ..- ,r:.:,~-:- - ' Pro,de ~d ~ rod ~on ~lN~.'a~ left side ofre~ concrete steps to $ - match r~g'~t fi~t'side.of ~eP~.';~.,~}~: :Ti ~:: ' . --- ' $ ~ : ~ smoke'detector at'~'fl°or ~} .~. . ' . -':'¢:~' '.: - . ' ' - '"~:~:Z~.:..'~ ~'. ' - .7"~.':~:~.~-;.~"L'~ ..... ,.. ::,.. _.:. .:~ - . ..... ._ ~. ~z_~ .-~...,..::.,..?~; .....~t: . ..... ~-~[~:~~-:~?-'~;~z~' 5.--~?-:'~spose ox ~eons'pmpe~!y.~, -~~ ~:' 0,~0 ' ' ~'""~' ..... ' ...... '~' ' ..... $ ~' Replace inadeqmte b~oom ~om ~'{ i~. Match s~le ~d Color to existing store on home. PLUMBING / Replace faulty exterior w"ater spigot at north side of house with frostproof anti-siphon exterior spigot. FOUNDATION '. At north side of house build up grade~'at foundation for proper drainage Reseed or sod as necessary. , ~',-.. . ....... ,.~ - ~:.?~.,,:....' At re~n~ prg~de-~{~1 ~yl. floo~g ofhomeo~er's choice, v-~....- . -,.~,-,~- ',..~ Pro~d~der em ~neces appropdate fi~sh floor ~ ~ [~,~ ~ ~-dead ~ees ~d ~e~r ~u~ follo~ 1~ .... ~ .... * ?: ..... . :~~i~; one on no~ s~de ~d~4 / , -~ ~-"~ ~. - '~. - A', ",.- ' ~' '~ '" ' '":' '~*~."~'"'~-' -~'-': ~'' : :~-' .....~-~': ' '~'::~."--? i'~L ,~'~~ .':~- ~-.. -~ .< .~ ":~' ~., :~,~. .. ~' ' · ~ . , -,--.'~,.n, ~' ,~ ~.~ --'." '"~.~' ';. '" w '-~~"". " "'":'" ." 0 ne~:m~ ~hoose to complete some code ~erko~th~ o~. Pl~e ~t ~erk ~.b[~ ~a i~?,-- b~ comp~e~ ~ owner. · .... PROCEED TO WORK ORDER CEE/COLUMBIA HEIGHTS HRA ADMINISTERING ENTITY REHABILITATION APPROVAL GRANT NUMBER RECIPIENT LAST NAME DATE AMOUNT OF GRANT (~i ~ ~ "1 - O~ ~ $14,633.00 CEE Processing Fee $875.00 Application date October, I999 Board approval date Bid opening date Funds to be drawn from year 1997 Target area Contractors B & B Roofing Services City of Columbia Heights Source & amount of other funding N/A TOTAL $15,508.00 Anoka County hereby approves the Home Rehabilitation Grant applications referred to above and authorizes the immediate commencement of work as specified in each Anoka County Improvements Certificate. Grant funds for each amount shown will be forwarded upon completion of a given grant for deposit in the Administering Entity's Working Balance. Proceeds may not be disbursed until: (1) The Administering Entity conducts an inspection of the specific work for which payment is to be made and determines that the work has been completed in a satisfactory, manner; and (2) a Completion Certificate is executed by all parties for work completed. Anoka County refers the Administering Entity to the warranties set forth in the contract, which apply to each application submitted to )moka County for approval. In the event that any of the warranties are found to be untrue, Anoka County may, at its option, exercise any of the remedies provided in the Grant Funding Agreement, including the right to require the Administering Entity to reimburse Anoka County tbr funds previously-disbursed. Approved by: O07, CDBG\t~ rkodr doc COLUMBIA HEIGHTS GRANT PROGRAM SCOPE OF IMPROVEMENT SUMMARY 1400 Park View Lane NE Columbia Heights, MN 55421 Home # (612) 571-1896/Work # (612) 349-4000 ROOF AND GUTTER REPLACEMENT Murphy Brothers Quarve Contracting 1613 NE 93~ Lane 8427 Central Dr. NE Blaine, 55449 Spring Lake Park, 55432 612 612-785-1472 B & B Roofing Svc 6760 Madison St NE Fridley, 55432 612-571-0248 A$6,384.00 $8,790.00 $4,400.00 Quarve Contracting Murphy Brothers B$1,538.00 WINDOWS AND DOORS $1,591.00 Quarve Contracting Murphy Brothers TC Exteriors 9060 Zachary Ln N Maple Grove, 55369 612425-4737 $1,195.00 Window Lite 8400 N 89u~ Av Brooklyn Pk, 55445 612-425-2227 A$7, 100.00 $5,813.00 $5,898.00 B$2,180.00 $2,440.00 $1,850.00 FOUNDATION Murphy Brothers Quarve Contracting $1,831.00 $900.00 VENTILATION Quarve Contracting Murphy Brothers ,~'n Landscape Co 16383 N 63rd Av Maple Grove, 55369 612-557-0155 $1,290.00 Included with Roof Estimate $600.00 $137.00 MISCELLANEOUS To be completed by Homeowner $18,702.00 Homeowner $21,602.00 Homeowner $14,633.00 GRAND TOTAL 1400 P~ew L~e . : '.~._, :-c-,~.,..,~:,.~<~ .~,~,~ --e~, ,,,, 55421 .. - ~ .'..~-, · . . .-, . . ' ' .~. ' .~,.- ': ..-~.. ' ....' ~;C;~eFe;c~'~.'&: ~:: .'. ': '.': .' -':.7:~.' -,7 .e-~-.-,.,.z~:'-, ~-7 ..;'-':e*ZT~'~-.~'~":~"~X:z:: "P,;~'~( .. ' ". .._ . ' ..~,,~ -, '. ..... .,- -. ?' g,-; ..-' .-r ~-..:>, -..--_ :-.~-,~:~4 ~: ..~:.. ~2~...-.- " -" ' ~ . ' ' - ' - --- "' . ' .. ·-'~ . : "'. 2: ' - '~'-'-~..~:~' '.'~.~;e ~..?~ ~'- :~ ~..,.. ' . _' "' "'-":" .' ' . for mt~ ~aged'plmood.___ . ~ ~age. is fo'~d Hst l°cafio~s) ;~'... ~..-.. -~.~..:,:~(~{~}~J~'- -?? ' - ' . -'' . ~ed roof decmg: ' '.. -- -' -~ .~:..- ~ -.. ~"-.-%'.~-.:.~:~z:'.--.'.. ".. Replace ~aged roof dec~g, spec~ sepmte co~ $ .:.: -..<::. . . --: ~' ~ ice ~d wat~s~el~ ~-roll, code. New mol venB to be R-90 ~e. Promde new fl~hmg ~d roof -.~ Y~¢~': "'~ .:" jack' '~' necess~. O~er to choose s~gle ~e ~d col0r. Ha~_ ~'?~:~'~.";:-. _ ..~.:-.~.: ~:k2.._ ;h~ 4~2:.,: ..-:. $ Replace e~det~orated ~ slope ~d 5'iq~b?/:='¢57" do--out locations for prop~ ~ge. Ha~ am ~1 debris ....... -,~,.~ · :~E~=,-~ .... ':..'z.? .... .'. ....... r. ... -- .._ ' '-' $ At ~1 mm floor mdows, ~s~l flit pack s~h replacemen~ ~-~~:', '- --' ~ '.-~:~ "~",~: :,~ ~.":~'-"-. "' ~ated gl~s. F~sh pmffstm to homeo~ers specfficafio~. Dispose ~---." of old ~dow s~hes properly. . :.:.:-:};.~::.:,:: .:- $ Replace deteriorated ~ont ~d side pm~ doors, ~d g~e se~ice door, Mth steel ~sulated doors ofhomeomers choice. Dispose of debris properly. FOUNDATION At front of house, bring grade up at flower bed near foundation for proper drainage. Change yard slope to drain away from house. Seal front interior basement block wall with appropriate waterproofing paint. VENTILATION Properly vent kitchen and bath exhaust fans through roof. Use insulated flex duct sized accordingly, and install dampered termination roof vents. sCoPE OF LMPROVI~MENTS ...... · ..~- .... - ...... ~ '.~-; ~.,~...~!~,.. ..'a . .~,~,...~ ...... ..-~..:~'~ ~ .... .... -..,~,x~. ...... . .~: _~ ~ .... ~. ~ ..... ~,~., _~ ~ . ...~ -. ~.~ .......... ~ .... - . ~OOF ~ G~ ~PLACE~ · .~ .... . ............. ~ ....... . ~.~~~. ...... ~ '~'~" $ ' '-~':~'~ Te~ off s~les on ho~e ~-~d g~e to' b~e~ood. ~ roof - : ...... -~;a~ ..' ~aged m°f'deC~'g:""?-~;)q? ":"~::.":- - ' ......... ':':'~ .":'-'; "'"--"~:~-~ "' Repl~e ~ed roof dec~g; ~pee~ s~m~ cost $ ....., ~. ' 5.2. ~;;~ . .- - ~&~¢:~:'~ -' I~1 icema w~er s~el~ ~er-mH, fl~g~d new roofvenU per' ¢¢:.-' ~..~ , . -:~g~ '-,- · · . .~ . ...- ' ~., .. ,; · . · ,-: 5--2~- ~-. ;~ .... -. . z .,. .... ' " ' .-~c.:~¢~'~ ~_-..'- - ;~;~;:~. · code. New roof v~B to ~ R-90 ~e. Promde new fl~g ~d roof - ~r..;-.k-:.3 --, ..: .... . 'i~};'~ ...~ f ., . .... -...., . · ~ '-.-..., .... . . . .... ,. ......... .~., ...... ...- .... ~ - : '~ ~' ~'-.- jac~ ~ neces~, Om~ to choose s~e ~e ~d color. Ha~ away . < ' . :.'. '. . ~ ~ -. --_ .... - ': ?..': :'. " :' -..,. .......... :- . . ........ ~ ......... . ............... . ..... . .-. .................. ~-, '-. ' . $ .-..- : ..... Re~Iace em~g detenomted ~e~ on ho~e..: Pro,de ~er slope ~d.~..~?~. . - . g - -- , -- _ ~..,,,-., . ~,. . . ~ ~ ,.,..--~>~ ~ ..~,-* ~ '-~~'~ .-;--. ....... -. .--. ,~k4~:-,~-;- . .... dommout locaUom for prop~ ~ge..~ .... j ~ $ At ~I m~ floor ~dows, ~ ~lt pack s~h replacemen~ ~ ~ated gl~s. F~sh p~ff~ to homeome~ specificafiom. Di~ose of old ~ndow s~hes properly. __ Replace deteriorated front and side primary doors, and garage service door, with steel insulated doors of homeowners choice. Dispose of all debris properly. FOUNDATION At front of house, bring grade up at flower bed near foundation for proper drainage. Change yard slope to drain away from house. Seal front interior basement block wall with appropriate waterproofing paint. VENTILATION Properly vent kitchen and bath exhaust fans through roof. Use insulated flex duct sized accordingly, and install dampered termination roof vents. SCOPE OF IMPROVEMENTS :~,, - · - "' ' Replace dm~ed roof dechng, ~eci~' ~pmte'cost $ '"-'-".": - "'" '" :' -"' j~ ~ necess~. O~er to choose shingle ~e-~d colon Ha~ away $ .... Repl~e em~g deteriorated ~e~_on home...:Promde ~ slope ~d ~med gl~s. F~sh p~ffs~ to homeomem'spefiificafiom. Dispose of old ~dow s~hes properly .... '. - ' $ /~ Replace deteriorated ~ont ~d side pm~ dools, ~d g~e se~ice door, M~ ~eel ~s~med doors ofhomeo~ers choice. Di~ose of ~ debris properly. FOUNDAS"ION At front of house, bring grade up at'flower bed near foundation for proper drainage. Change yard slope to drain away from house. Seal front interior basement block wall with appropriate waterproofing paint. VENTILATION Properly vent kitchen and bath exhaust fans through roof. Use insulated flex duct sized accordingly, and install dampered termination roof vents. SCOPE OF IMPROVEMENT~- 1400 Parkview Lane Columbia Heights, MN 55421 ROOF AND GUTTER REPLACEMENT $ Tear off shingles on house and garage to bare wood. ln.qpect roof deck for water damaged plywood. If damage is found list location(s) of damaged roof decking:.' Replace damaged roof decking, specify separate cost $ ln.qtail ice and water shield, starter'i-oll, flashing, and new roofveats Per . . code. New roof vents to be R-90'iype, provide new' flashing and roof .-- jacks as necessary. Owner to ~h~~se.shing~e type and color. Haul away '.'. ;.i' i . $ Replace existing deteriorated gutters 'on' house, S'. Provide gutter slope and ?',i'-:::':.. ' downspout locations for PrOper ~e. Ha~i~y all debris...:-. $ At all main floor windows instalI tilt pack sash replacements with insulated glass. Finish paint/stain to homeowners specifications. Dispos of old window sashes properly. · :" $ Replace deteriorated from and side primary doors, and garage service door, with steel insulated doors of homeowners choice. Dispose of all debris properly. FOUNDA,~TI~]2~ At front of house, bring grade up at flower bed near foundation for proper drainage. Change yard slope to drain away from house, ~ ~tc~o~ ba~cni¢,~ block w-all -"~' ' VENTILATION Properly vent kitchen and bath exhaust fans through roof. Use insulated flex duct sized accordingly, and install dampered termination roof vents. MISCELLANEOUS Correct per code, improperly mounted light switch and exposed wire cormection~ at basement.. Install smoke detector at basement level. Owner may choose to com]~lete ,some cg~le wo'rk on tJ;eir own.' Please'list work not bid to b~ .. PROJECT TOTAL COST pnge i o~ _~ CEE/COLUMBIA HEIGHTS HRA ADMINISTERING ENTITY PROCEED TO WORK ORDER REHABILITATION APPROVAL GRANT NUMBER RECIPIENT LAST NAME DATE AMOUNT OF GRAaNT ~ $15,720.00 (_. I . o<, cE . )rocessing $875.00 Application date September, 1999 Board approval date Bid opening date Funds to be drawn from year 1997 Target area Contractors F & S Remodeling City of Columbia Heights Source & amount of other funding N/A TOTAL $16,595.00 Anoka County hereby approves the Home Rehabilitation Grant applications referred to above and authorizes the immediate commencement of work as specified in each Anoka County Improvements Certificate. Grant funds for each amount shown will be forwarded upon completion of a given grant for deposit in the Administering Entity's Working Balance. Proceeds may not be disbursed until: (i) The Administering Entity conducts an inspection of the specific work for which payment is to be made and determines that the work has been completed in a satisfactory manner; and (2) a Completion Certificate is executed by all partids for work completed. Anoka County refers the Administering Entity. to the warranties set forth in the contract, which apply to each application submitted to Anoka County tbr approval. In the event that any of the warranties are found to be untrue, Anoka County may, at its option, exercise any of the remedies provided in the Grant Funding Agreement, including the right to require the Administering Entity to reimburse 3moka County for funds previously disbursed. Approved by: doc COLUMBIA HEIGHTS GRANT PROGRAM SCOPE OF IMPROVEMENT SUMMARY 623 NE 37~ Avenue Columbia Heights, MN 55421 (612) 789-0109 W (612) 378-0882 HEALTH & SAFETY HomeOwner will do all of Health & Safety issues WINDOWS AND DOORS 'F & S2 Remode'~t~,~ ::~J~} ~elye Br. Dr. St. Francis, MN 55070 612-753-0231 Trico Exteriors Inc. 268 S. Commerce Circle NE Fridley, MN 55432 612-574-9261 Addition/Remodeling 2618 Coon Rapids Blvd Coon Rapids, 55433 612-427-7330 $7,670.00 $12,740.00 $8,505.00 $1,550.00 $1,480.00 $1,350.00 SOFFIT AND FASCIA Trico Exteriors $1,890.00 F & S Remodeling $1,000.00 ROOF AND GUTTER REPAIR F & S Remodeling Trico Exteriors A) HomeOwner has decided to do the replacing of missing shingles B)$500.00 Gutter Repair in Siding Bid Addition/Remodeling $1,719.00 Addition/Remodeling $2~..00 EXTERIOR SIDING F & S Remodeling $5,000.00 Trico Exteriors $10,374.00 Addition/Remodeling $6,066.35 TOTALS $26,484.00 $17,875.35 January 21, 2000 623 NE 37a' Ave. Columbia Heights, Mn. 55421 SCOPE OF IMPROVEMENTS HEALTH AND SAFETY Install discharge pipe to water heater per code. Pipe to extend approximately 6-inches from floor. Homeowners have a squin'el problem at attic and exterior soffit. Eradicate squirrels, resolve entry locations, and eliminate accesses. Install battery operated smoke detectors per each level and at each bedroom. The client has decided to do these things on their OWIL wn, mows n rv tx>oas At all main floor and second floor windows replace entire window and flame with new Marvin, A- craft, or equivalent brand, tilt pack windows with insulated glass. Install egress windows in bedrooms per code. Provide and install new interior trim to match existing, Finish paint/stain to homeowner's specifications. Provide and install new combination storm windows. See homeowner for colors and selections, and haul away aH old windows, storms, and debris. The upstairs windows axe a double hung style. In order to make these egress, the double hung style would have to be bigger than what would fit the rooms. To keep them nearly the same size, a casement style window can be used in these rooms. Double hung style windows will bo used in the rest of the home. Because of the glazing on the windows bid for this project, storm windows would not be needed. Marvin brand clad windows with full screens~md Low-E-- $7670.00 Crestline clad windows with full screens and Low-E= $6725.00 Replace front and side prime doors with new prehtmg insulated steel doors. Paint doors and exterior Itim. Provide and install new interior trim to match existing. Fini.~h paint/stain to homeowner's specifications. See homeowner for colors and selections, and haul away all debris. At front prime door install new storm door, at side door reinstall existing storm door properly to new prehung prime door. Haul away all debris. $1550.00 SOFFITS AND FACIA Replace deteriorated and missing fascia, and wrap with metal coil stock. Remove existing deteriorated soffits, and install continuous aluminum soffit venting. See homeowner for selections and haul away all debris. (See exterior siding) ROOF AND GUTTER REPAIR Replace damaged and missing roof shingles and roofing felt. Match existing shingle type and color. Haul away all debris. (Client has decided to do this) Repair or replace rear gutter making sure gutter is properly sloped and terminated with downspouts. Haul away all debris. (See exterior siding) EXTERIOR SIDING Remove all existing masonite siding and install new .046 gauge vinyl lap siding. See homeowner for selections, and haul away all debris. My bid system provides for what I call a coverall job which includes soffit, fascia, gutters and siding. It also includes covering any trim around windows and doors; and in this case would include the trim around the new front and back doors. Total cost= $5500.00 Because of the time that this house was built, the insulation in the outside walls may not be adequate. I can offer an insulation board to cover the exterior sheathing; adding a R-3.8 to the outside walls. Total cost= $1000.00 Thank you for your consideration. Sincerely, F&S Remodeling Service (owner-operator) Page k of_ CEE/COLUMBIA HEIGHTS HKA ADMINISTERING ENTITY PROCEED TO WORK ORDER REHABILITATION APPROVAL GRANT NUMBER RECIPIENT LAST NAME DATE AMOUNT OF GRANT ~ $18,145.00 CEE Processing Fee $875.00 Ctq t3 Application date October. 1999 Board approval date Bid opening date Funds to be drawn from year 1997 Target area Contractors Straitline Construction City of Columbia Heights Source & mount of other funding N/A TOTAL I $1 9,020.00 I Anoka County hereby approves the Home Rehabilitation Grant applications referred to above and authorizes the immediate commencement of work as specified in each Anoka County Improvements Certificate. Grant funds for each amount shown will be forwarded upon completion ora given ~ant for deposit in the Administering Entity's Working Balance. Proceeds may not be disbursed until: (1) The Administering Entity conducts an inspection of the specific work tbr which payment is to be made and determines that the work has been completed in a satisfactory manner; and (2) a Completion Certificate is executed by all parti~ for work completed. Anoka County refers the Administering Entity to the warranties set forth in the contract, which apply to each application submitted to Anoka County, tbr approval. In the event that any of the warranties are found to be untrue, Anoka County may, at its option, exercise any of the remedies provided in the Grant Funding Agreement, including the right to require the Administering Entity to reimburse .4xtoka County tbr funds previously disbursed. Approved by: ti0 NCDBG'~ rkodr.doc COLUMBIA H-EIGHTS GRANT PROGRAM SCOPE OF IMPROVE1WENT SUMMARY 4104 NE 5th Street Columbia Heights, MN 55421 (612) 788-9201 W (612) 797-7611 HEALTH & SAI~'ETY Straitline Construction 3409 McKinley Street NE Mpls 612-7894252 A) $75.00 B) $975.00 C) $1,275.00 Stegora Remodeling 16442 205t~ Ave 612-263-3063 $300.00 $1,200.00 $1,500.00 Seviola Const. Co. 19411 Rochester St. NE E. Bethel, 55011 612434-1169 $165.00 $636.00 $1,067.00 ELECTRICAL & PLUMBING Strait. line Construction A) $2,220.00 B) $1,375.00 Stegora Remodeling $2,500.00 $1,500.00 Seviola Const. Co. $2,467.00 $2,533.00 WINDOWS AND DOORS Straitline Construction A) $4,900.00 B) $1,675.00 C) $575.00 INSULATION Stegora Remodeling $7,500.00 $1,500.00 $600.00 Seviola Const. Co. $9,677.00 Included in A $698.00 Straitline Construction $675.00 Stegora Remodeling 1,600.00 Seviola Const. Co. $1,161.00 ROOF REPLACEMENT Straitline Construction $4,400.00 TOTALS $18,145.00 Stegora Remodeling $3,000.00 $21,200.00 Lowest most responsible bidder would be Straitline Construction. Seviola Const. Co. $5,997.00 $24,401.00 4104 NE 5~ St Columbia Heights, MN 55421 SCOPE OF IMPROVEMENTS HEALTH AND SAFETY $ ?S'.oo $ Reinstall new vent pipe to water heater per code Properly secure all connectioas. Replace deteriorated fi'ont steps with new wood steps Con.qmacted ol~ treated wood. Provide wood or rod iron railing installed per code. Haul Repair deteriorated chimney, and re)place or provide chimney flue liner ELECTRICAL AND PLUMBING Update inadequate electrical service to 100-amp service per electrical code. Correct any wiring code problems and add grounded outlets and GFI's as needed. ,~ aa ~ n~eA tn,, ~. t~¢d,..~..,.,_ .~_~° Replace deteriorated shower stau u~ oasemem per coae, warn new shower stall of homeowner's choice. Unclog floor drain; haul away all debris. cO WINDOWS AND DOORS At ail main floor windows, install tilt pack sash replacements with insulated glass, and install new storms. Finish paint/stain to homeowner's specifications. Remove old sash weights and insulate weight pockets prior to sash installation. Haul away old window sashes and storms. At both basement bedrooms replace one of the existing windows of homeowner's choice, with a new egress sized casement window with insulated glass. Provide window wells as necessary and install per code, allowing for proper drainage. Haul away all debris. $ Replace deteriorated back door w/th new steel insulated prehung door or homeowner's choice, Haul away all debris. INSULATION Blow in cellulose insulation at attic to bring insulation up to a minimum of R-38. Seal all attic bypasses. ROOF REPLACEMENT Tear off shingles on house to bare wood. Inspect roof deck for water damaged plywood. If damage is found list location(s) of damaged i'oof decking.: Replace dhmaged roof decking, specify separate cost $ Install ice and water shield, starter-roll, flashing, and new roof vents per code. New roof vents to be R-90 type. Provide new flashing and roof jacks as necessary. Owner to choose shingle type and color. Haul away all debris. Owner may choose to complete some code work on his or her own. Please list work not bid to be completed by owner. PROJECT TOTAL COST $ I,:7'/IV5 CEE/COLUMBIA HEIGHTS HRA ADMINISTERING ENTITY PROCEED TO WORK ORDER REHABILITATION APPROVAL GRANT NUMBER KECIPIENT LAST NAME DATE AMOUNT OF GRANT CEE Processing Fee $g75.00 Application date October, 1999 ..' Board approval date Bid opening date Funds to be drawn from year 1997 Target area Contractors Olson Plumbing, CRI. Albrecht Co. City of Columbia Heights Source & amount of other funding NIA TOTAL [$18,761.00 Anoka County hereby approves the Home Rehabilitation Grant applications referred to above and authorizes the immediate commencement of work as specified in each Anoka County Improvements Certificate. Grant funds for each amount shown will be forwarded upon completion of a given ~ant for deposit in the Administering Entity's Working Balance. Proceeds may not be disbursed until: (1) The Administering Entity conducts an inspection of the specific work for which payment is to be made and determines that the work has been completed in a satisfactory manner; and (2) a Completion Certificate is executed by all parties for work completed. Anoka County refers the Administering Entity, to the warranties set forth in the contract, which appty to each application submitted to Anoka County. for approval. In the event that any of the warranties are found to be untrue, Anoka County. may, at its option, exercise any of the remedies provided in the Grant Funding Agreement, including the right to require the Administering Entity to reimburse Anoka County for funds previously disbursed. Approved by: COLUMBIA HEIGHTS GRANT PROGRAM SCOPE OF IMPROVEMENT SUMMARY 3831 Polk Street NE Columbia Heights, MN 55421 (612) 788-2924 HEALTH & SAFETY HOMEOWNER PLUMBING Olson Plumbing 931 NE 4~ Avenue 612-788-5635 A~,45.0,0_0_ B$ 410.00 WINDOWS AND DOORS CRI 474 Apollo Drive Lino Lakes, 55014 651-784-2646 HOMEOWNER HOMEOWNER Webster Co. Inc P.O. Box 17124 St. Paul, 55117-0124 651-776-2733 $5,200.00 HOMEOWNER Quarve Contracting 8427 Central Dr. NE Spring Lake Park, 55432 612-785-1472 $5,521.00 $ 685.OO HOMEOWNER K's Mechanical 20880 Nowthen Blvd Elk River, 55330 763-441-8066 $5,275.00 HOMEOWNER Mastercraft Exteriors 3241 Morey Avenue St. Paul 651-481-8120 $4,130.00 HOMEOWNER EXTERIOR SIDING Quarve Contracting $9,550.00 Mastercraft Exteriors $10,685.00 RETAINING WALL Anything Outdoors Inc. 3546 NE 3 Mpls, 612-781-1995 Albrecht Co. 1408 W. Co. Rd. C Roseville, 55113 651-633-4510 Ray's Contracting 2919 Nevada Av N Mpls, 55427 612-545-9455 $2,502.75 ~2,391.00 $ 3,451.0o TOTALS FROM : OLSON'S PLUMBING FAX NO. : 512 788 45?0 Feb. 24 2000 0~:39AM ~ 3831 Polk St NE Columbia Heights, MN 5:5421 SCOPE OF IMPROVEMENTS $ Remove rebar rod proumding out of block at back of garage near retaining wall. PLUMBING Replace de~fiorated water main from house to sweet ~ code. Replace any required Ikut off valves and any additional plumbing that may be necessary. Irmlude excavation, backfill, and sod repair. Replace deteriorated mb faucet with new faucet of homeowner's Choice at main floor bah. WINDOWS AND DOORS At all u-xisling main floor windows except front en~x~ replace entire window and frame with new windows with insulated gla~s. Install per code, and finish paint/s~ain to homeOwner's specifications. Provide new storm windows for new windows; se~ owner for all selections. Dispose of old windows and stom~s properly. Replace deteriorated front and back storm door~ with new storm dc, ora of homeo'maer's choice. Haul away old storm door~. EXTERIOR SIDIN~ $ Remove and dispose of all existing siding. Install air bam:r house wrap and new vinyl siding, See homeoxvner for color and selection. 3831 Polk StNE Columbia Heights, MN 55421 SCOPE OF IMPROVEMENTS $ Remove rebar rod protruding out of block at back of garage near retaining wall. PLUMBING $ Replace deteriorated water main from house to street per code. Replace any required shut offvalves and any additional plumbing that may be necessary. Include excavation, backfill, and sod repair. Replace deteriorated tub faucet with new faucet of homeowner's choice at main floor bath. · WINDOWS AND DOORS At all existing main floor windows except front entry replace entire 5~~) o o window and fi~me with new windows with insulated glass. Install per " '~'~";' code, and finish paint/stain to homeowner's specifications. Provide new storm windows for new windows.; see owner for all selections. Dispose of old windows and storms properly. 12.00 Replace deteriorated front and back storm doors with new storm doors of homeowner's choice. Haul away old storm doors. EXTERIOR SIDING ~)~~5~' Remove and dispose of all existing siding. Install air barrier house wrap and new vinyl siding. See homeowner for color and selection. RETAINING WALL $ Remove and dispose of, existing timber retaining wall at front of house. Keplace with new treated timber retaining wall. Remove and dispose of, existing timber retaining wall at front of house. Replace with new landscape block wall. (If homeowner decides to choose this as an upgrade). Owners may choose to complete some code work on their own. Please list work not bid to be completed by owner. PROJECT TOTAL COST 03/02×0~ 1?:02 ALBRECHT COMPANY ~3/0~/00 ii:O~ Z~ ~iZ :3~ N0.49? RETAZN~G W~LT $ Remove and ~Spose of., cx~4~t~ timber' ret~nlng waLl a~ front of house. Replace with ~ew tteazcd t~,~bcr :~ wall Remove ami dispose ot~ cxisti~ timber retaining wall at font of house. R~ with new laudscape block wall. (If homcovmcr decides to choose this as an upgrade). Owners may chom~ tn complete some code work ou their owe. Plea,se list work not bid to be completed by COST COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting off March 21 2000 AGENDA SECTION: Other Business ORIGINATING EXECUTIVE NO: DEPARTMENT: EDA DIRECTOR [) APPROVAL ITEM: Establish FSS Program Revised BY: Ken Anderson BY: Interest Rate DATE: March 14th, 2000 BACKGROUND: During the term of the Family Self-Sufficiency Contract ofPartici )ation staffhas calculated the escrow amounts for each FSS family using the HUD's escrow worksheet (see attached copy Escrow Accounts) which incorporates the procedures in the worksheet based on increase in earned income. The EDA staffhas been using a Lotus Spreadsheet to track each individual account. The total of the FSS account funds are supported in accounting ledger or Lotus spreadsheet. Interest was determined by taking the interest rate for a basic savings account averaged from five local banks. The Finance Department was given a year end report for each participant (see attache FSS/Escrow Accounts for 1999). A motion passed at the Economic Development Authority meeting of April 14~, 1999 to set an interest rate of 1.47% for the escrow activity effective after January, 1999 and a 1.59% interest rate for the time period prior to January, 1999. ANALYSIS: The amount in the family's escrow account, less any amount Owed to the EDA, (e.g., for tenant damages or Section 8 vacancy loss), will be paid to the FSS family when (1) the family has met its obligations under the Contract of Participation on or before the contract's expiration date, or (2) whenever 30% of the ,,"~mily's monthly adjusted income equals or exceeds housing Fair Market Rent for the size of the unit for . nich the FSS family qualifies based on the Columbia Heights occupancy standards and the jurisdiction in which the family is living. When the contract expires the family is eligible to receive funds they have in their escrow account. Of the seven families that are contracted only one is still unable to work (health reason); two other participants have not had an increase in their salary; thereby no escrow can be developed. One family is near graduating from the program with an escrow amount in December of $4,055.46 and is looking at home ownership options possibly in Columbia Heights. All of the families continue to work on their individual goals and strive towards self-sufficiency. RECOMMENDATION: The interest rate is determined by the individual housing authority. As stated in the passed motion April 14th, 1999 the interest is determined by using the local banks basic savings account interest rates. Current rates are: First Star at 1.10%; First Community Credit at 1.85%; Norwest at 1.80%; US Bank at 1.19%; and TCF at 1.20% for an average interest rate of 1.43% effective January 2000. RECOMMENDED MOTION: Move to set an interest rate at 1.43% retroactive to January 2000 for the Family Self-Sufficiency Program escrow accounts. Attachments: Escrow Account Worksheet FSS/Escrow Accounts DA ACTION: Family Self-Sufficiency Program Escrow Account Credit Worksheet U.S. Oepartmant of I.Iou~ing and Urban Development Office of Public and Indian Housing No. 2S7~TS (~q~. ~ Eacrow credit must be determined ~t each ~lneUon amd Imedmdeterminatlon occurring mfterthe effective date of the FSS Contract of Pa~tlclpiUon while the family is pmticlpmlng In the FSS program. Current Annual Income (Enter amount on line 5 of form HUD-50058.) Applica~]e Lower-income ~ (Enter the current lower-income limit for the jurisdiction in w~ic~ tho FSS family is 9ving.) Current Adjusted Income (Enter amount on line 1013 of form HUD-50058.) If fine 3 is greater than line 2, this family claes net qualify far an I=SS credit. Earned income included in line I (Add up the income Items coded B, M, F, and W in column 3a of form HUO-500Se.) Earned income included in A~nual Income on effective date of the FSS Contract of Participation. (Enter amount from contract of per--on.) 6. Increase in earned Income since the effective date of the FSS Cor;~act of Participa~on. (Subtract line 5 tram line 4. ff negative, enter 0.) 7. Current Annual Incottm ]ess increase in earned income since the effective date of the FSS Contract of Participation. (Subtract line 6 from line 1.) 8. Thirty percent of current inanely Adjusted Income (Line 3 divided by 40. The calculated amount should equal the amount on line 11 of form HUD-50058.) Current Adjusted Income less increase in earned income since the effective date of the FSS Contract of Participation. (Subtract line 6 from line 3.) 10..30% of current monthly Adjusted Income less increase tn earned Income since the effective date of the FSS Contract of Par~__-~lon, ~lJne 9 divided by 401 11. 10% of current monthly Annual Income less increase in earned income since the effective date of the FSS Contract of Parflcipm~n. (Une 7 divided by 120) 12. 13. 16. ff applicable, warfare rent (enter amount on line 13 of form HUD-S0058) or public housing ceiling rent (enter amount on line 16a of form HUD-50058) TTP based on current Annual Income less Increase in earned income since effective date of the F$S Contract of Parl~ation. (If rental vouchers, enter the amount on line 10, otherwise, enter the greater at line 10, 11, or 12.) 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. Difference between 30% of current merely Adjusted Income and TTP adjusted for Increases in 14. earned income. (Subtract line 13 from line 8. Enter 0 it negeffve.) 15. Current TTP (Enter the amount on line 16b of form HUD-50058 or, in the case of renteJ vouchers, 15. enter the amount on llne 8 of this form.) TIP on effective date of the FSS Contract of Participation or, in the case of rental vouchers, 30% of monthly Adlusted Income an effective date of the FSS Contract of Participation. (Enter amount from contract of participation.) 17. Difference between current TTP and 'l'rP on effective date of the FSS Contract of Participation. ($u_htract line 16 from line 15. Enter 0 if negative.) 18. Enter the lesser of line 14 or line 17. 19. Appticab]e Very Low-income Limit (Enter the current very [ow-income lirr~t for the jurisdiction in which 16. 17. 18. the FSS family is Ilvinq.) 20. Amount by wflictl Adlusted Income exceeds the Very Low-income Umit (Subtract line lg from line 3.) 21. 30% of the amount by which Adjusted Income exceeds the Very Low-Income Linit (Line 20 divided by 40) 20. 21. 22. Escrow credit (Subtract line 21 from llne 18.) 22. Columbia Heights Family Self-Sufficiency Program [December 20,1999 Prepared for Finance by'Julie Wesley FSS/escrow accounts for1999 FSS Escrow Account Analysis Name of Pa~l~ctRant: Social Secmlty Number: Address: Voucher Numbe~. ¢246-03-037-3 Enrollment Date: 03/02/98 Contract Ezpira0on Date: 03K)2/03 Account Balance: $4.055.46 Beginning Balance $0.00 t $0.00 $g.00 I $0.00 I $0.oo/ $249.oo1 524g.33/ $249.00] ~,~.1,/ s,.,,,.zo/ s~,.~oI Sl.S~.;~/ sz.oo/ 0.0159t 0.0159I 0.0159I 0.0159I 0.01SeI 0.0159 0.0159 $0.00I $0.00I $0.00I $0.00 $0.00 $0.33 I $1.12 S1.581 $2.091 S2.10} $2.12| 1999 1999 Alii 1999 1999 |June 1999 Juty 1999 August I ggg Sept~ber 19~ Octob~ 1 ggg Novemb~ 1999 5~,see. OlI 57.aoI o.o147 Sl.ea?.ga sT.ooj o.o147 $1.618.95 5?.00[ 0.0147 s1,626~4! $31o.ooj o.o147 $1.938.321 $31o.ooI 0.0147 $2.2Sl.O?I $31o.oo~ o.o147 $2.564,211 $310.00| 0.0147 $2,8T'?.731 $37,00i 0,0147 s2.9~6.3ot s37,oot o.o14~I $2.-6.-I $361.ooI $3.323.69J $361.00 $3,68950~ $361.00 0,01471 $1.97 $1.98 s1.g9 $2.37 S2.751 ~3.14 $3.52 $3.57 S3.62 $4.07 S4.51 2000 IJanuary 2000 tFe0ma~y 200Q Marc~ 2000 IApnl 2000 [May 2000 June 2000 tJuly 2000 ~Augu:t 2000 I Septe ~oee 2000 1 Octet 2900 2660 / Oece nOee 54,o55.~{ $4.o55.~8t s~,o55.~6 ! S4,055.46I $4.055.46 $4055.46! $4.055.~61 $4.055.46{ ~0.00 I ~0.00I SO.O0 ~ $0.00 J ~O.OOJ S0.00/ $0.O0[ $0.00/ $o.00/ ~4,055.46 ~.,055.46 ~4.055.46 ~4,055.46 ~4,055.46 ~,055.46 64.055.46 $4.055.46 $4.055,48 S4.055.46 S4,05546 :001 Janua~'/ ~4,055 ~,6 ! ~001 $4.055.46 ~ zoo~ ~Je Zoo1 ~ S4.055.46 t ZOO1 Jury $4.05546 ~ Z0gl August $4 055.~6 ~ 2001 ~ October[ 54.055.46 ~ 2~1 ~ Nov~o~ . S4 055~8 ~ : S4.007 O0, 50.00I $0.001 $4,o66,46i $0.00I S00O $4,055.48I $000 S4.056.48J 50.00I $4.055,46I $0.001 $4.055.46 50.001 $4,055.46 50.00t 54.055.46 $0.00~ $4.055.~ $0.00~ $4.055.~6 $0.00~ $4.05546 P3ge I FSS Escrow Account Analysis Name of Participant: Social Security Number:. Addreas: Voucher Numbec YY 00258 Enrollment Date: 03/10/98 Contract Expiration Date: 03/10/03 Account Balance: $1.755.56 Balance Actlvtt~ Rate Earned Balance I 1997 January S0.00 ,50.00 1997 Fe~rua~ $0.00 $0.00 ~.00 1997 Ma~ ~.~ ~.00 ~.00 1997 ~1 ~.00 ~.00 ~99T May ~.~ SO.~ ~.00 1~7 luna ~.~0 ~ ~.00 ~.00 1997 July ~.00 $0.~ ~.00 1997 Aunt ~.00 $0.00 ~.00 1997 S~ ~.~ ~.00 ~.00 1997 O~ ~.00 ~.00 ~.00 1~7 N~ ~.00 ~.~ ~.00 1997 0~ ~.00 SO.~ ~.001 19~ J~ ' ~.00 ~.00 199~ F~ ~.00 ~.00 ~.~ 199~ ~ ~.~ ~.00 $0.001 19~ A~I ~.00 ~6.00 0.0159 ~.03 S26.03: 1~9a May S26.03 S26.~ 0.0159 ~.07 ~.10 199~ ~J~e ~2.10 S26.00 0.0159 ~.101 S78~1 199~ July S78.21 $26.00 0.0159 ~.14 S104.34 199~ Au~ $104.~ $26.00 0.0159 $0.17 S130.52 1998 S~t~ ~1~.52 S26.~ 0.0159 ~0~1 S156.7~ 1998 O~ S156.73~ $26.~ 0.0159 $0~4 S182.97 1998 N~D~ $1~.97 $26.00 0.0159 ~8 S209.24 1~8 D~D~ $209.24 $26.00 0.0159 ~.31 ~235.56 1999 ' J~ ~.56 526.~ 0.01471 ~.32 $261 1999 FeD~ S261.~ S141.001 0.0147~ S0.49 ~03.37 1~ M~ ~3.37 $141.00 0.0147 ~0.67 ~5.04 1999 Aonl S545.04 5141.~ 0.0147 S0.84 S686.~ 1999 May 5686.88 ~ 5141.00 0.0147 S1.01 $828.89~ 1999 June ~28.89 $141.00 0.0147 91.19 5971.08 1999 J~y S971.08 S129.00 0.0147 51.35 1999 ~g~t $1,101.43 5129.00 0.0147 SI.51 51,231.93~ 1999 S~t~O~ ~1,231.93 S129.00 0.0147 91.67 51,362.50 1999 O~er $1,362.~ S129.~ 0.0147 ~1.83 i $1,493.43 1999 Nov~0er I S1,493.43 ~ 5129.00 0.0147 S1.99 S1,624.~2 1999 D~emDer S1,524.42 ~ S129.00 0.0147 ~2.15 S1,755.~6 20~0 Ja~ua~ S1,755.56 ~ [ ~.00 Sl,755.56 2000 Feom~ $1,755.56 S0.00 $1,755.56 2000 Ma~ $1.755.56 ~.00 $1,755.56 Z000 A~I S1,755.56~ S0.00 $1,755.56 2000 ~y Sl.755.56 S0.00 Sl,755.56 20~0 June ~1.755.56 S0.00 $1.755.56 2000 July SI ,755.56 ~ ~.00 51.755.56~ 2000 August $1,755.56 $0.00 SI .755.561 2000 S~t~ber ~1,755.56 SO.~ S1,755.56I 2000 O~o~ S1,75~.56 $0.~ 51,755.56[ ZOG0 Nov~Der $1,755.56 I ~.00 S1,755.56 2000 I O~em~ S1.755.56 ~~ $0.00 S1.755,561 2001 Janua~ SI,755.561 ~.00 S1,755.561 2001 Febma~ $1,755.56~ ~.00 $1,755.56~ 2001 Mar~ $1.755.56 S0.00 ~1.755.561 2001 Apnt SL755.56 $0.00' S1,755.56 2001 May $1.755.56 ~ S0.00 S1.755.56 2001 June $1,755.56 ~ ~.00 S1,755.56 2001 July ~ S1,755.56~ ~.00 SI,755.56 2001 August[ $1.755.56 ~ S0.00 ~1,755.56 Z00q Seo~ SLr55.5~ $0.00 2001 Nov~O~ [ S1,755.561 50.00 S1,755.56 2001 ,! O~em~ S1,755.56~ ~.00 S1.755.56 FSS Escrow Account Analysis 12J2o/?? IName of Participant: Social Security Number. Address: Voucher Number. 97C00.02 Enrollment Date: 06/07/99 Contm~ ExplmUon Date: 06/07/04 Account Balance: S330.50 199'/ January 1997 I Fei)mary 1997 / Mater1 1997 / April 1997 May 1997 June 1997 ~July 1997 ]AuguSt 1~? ~ S~tmmber 1997 ! 0¢t013~' 1997 ~ November 1997 / December 1998 1998 1999 1998 1998 1998 1998 1998 1998 1998 1998 1998 January Femuary A[ortl May June July August Septemi~er OctoDer ; NOv~ 3.00 t 3.00 I ~).00 0.00 I 0.00 0.00 ~ 0.00~ o.oo/ 0.00 ;0.00/ SO.00t $0.00 so.ooI so.oo ~0.001 SO.~ $0.001 SO.00 $0.00~ $0.00 SO.00~ SO.00 SO.00/ S0.00 SO.00/ SO.00 S0.00/ $0.00 $0.00/ $0.00 S0.00] S0.00 S0.00~ $0.00 SO.O0I S0.001 SO.OOJ S0.00I $0.00 $0.00 2000 2000 20O0 2000 2000 2000 200e 20O~ ZOOC ZOOt 200( January 1Fe0ruary l March ~ ADnl I May June / July ~ August [ ~pteml~er / Octol3e~ ~ Novem{3ef SO.O0 ) SO.O0 I $0.00 $0.00~ $0.00~ $O.O01 S0.00~ $0.00 $89.0( S69.08! S269.0( $338.501 $269.00 0.014 0.014 0.014 $0.00 $0.00 so.oo so.41 $0.74 $608.24 s6o8.24 $608.24 I $608.24 f $608.24 t $~308124 I S608,24 ~ $608.24~ $608.24~ S608.241 5608.24/ $0.00 t $608.24 $0.00 $6O8.24 S0.00 $608.24 S0.001 $608.24 SO.001 S608.24 $0.001 $608.24 $0.001 S608.24 $0,00 ] S608.24 30.00 / 5608.24 $0.00 J S608.24 SO.00 ] $608.24 $0.001 $608.24 JOT ' 101 )01 )01 )01 )01 )01 )01 )01 301 301 301 January February Aoni May June July Augus~ Seo[ember Octo0er November Total $~8.241 s6os.24i 5608.24 3608,24 $608.24 $608.24 $6O8.24 $608.24 seos.zaI S608.24 $6O8.24 $6O7 00 J $0.001 S608.24 SO.00t S808.24 $0.001 $608.24 SO.00J S608.24 $0.001 3608.24 S0.00~ S608.24 SO.O01 S608.24 $0,00t $608.24 50.00) S608.24 $0.00/ S608.24 S0.00] S608.24 S0.00~ S608.24 S124) S608.24.~ FSS Escrow Account Analysis Name of Participant: Social Security Numbe~, Vouche~ Number: B 0038 Enrollment Date: 03/20/98 Contract Expiration Dat~: 03/20~133 Account Salance: S2,075At? Balance Act~i~ Rate ~med Balancl ~97 Ja~w ~.00 ~.00 ~.00 997 F~ ~.00 ~.00 ~.00 lgg7 Ma~ ~,00 ~.~ ~.00 1997 May ~.00 $0.00 ~.0~ 1~7 J~e ~.001 S0.00 S0.0~ 1~7 July ~.00 ~ S0.00 50.001 1997 Au~ S0.00 ~.00 ~.00' 1~9~ M~ $0.00 $~.00 ~.00 19~ June $0.00 ~.00 19~ Aunt $85.11 ~5.00 0.0159 S0.23 S170.~ 19~a ~mb~ S170.~ S85.00 0.0159 l~a O~ob~ S255.~ $106.00 0.0159 ~.48 ~62.16 lggg Janu~ ~75.~ $132.001 0.0147t ~.87 $708.40 lgg~ FeOmaw $708.40 $132.00 0.0147 ~ $1.03 ~1.43 l~gg Ma~ ~1.43 S132.00 0.0147 $1.19 5974.63 lagg A0nl $974.~ 5132.00 0.0147 $1.36: S1,107.~ lggg May ~ $1,107.98 S132.00 0.01471 S1.52' 51.241.50~ lggg June [ $1,241.50 $132.00 0.0147 S1.68 S1,375.~8 lggg July~ S1,375.18 $132.00 0.0147 51.85 S1.509.03 19ga ~gust~ S1.509.03 S132.00 0.0147 S2.01 S1.643.04 1~ O~'[ 51,~77.21 [ S97.00 0.~147 ~ S2.30 S1.876.51 lgg9 Novemb~ '. S1,876.51 sgT.00 0.0147 ~ S2.42 St.975.93 lg~g O~ember ~ S1.975.93 SgT00 0.0147 ~ 52.54 52,075.47 2000 Janua~ ~ 52.075.47 ~ S0.QO I S2,075.47 2000 F~ma~ ~ S2.075.47 ~.00 S2.~75.47 200~ Ma~ ~ ~,075.47 S0.00 ~.075.471 20~ Aonl ~ S2,075.47 ~ $0.00 52.075.47 20~0 May ~ S2.075.47 ~ S0.00 S2,075.47 2000 June~ S2.075.47 S0.00 S2.075.47 Z0O0 July S2,075.47 $0.00 $2,075.47 2~0 Aunt S2.075.~7 ~ S0.00 S2.075.47 2000 S~temb~ ~.075.47 ~ S0.00 $2.075.47 Z000 Novem~ ~ S2.075.47 ~ I $0,00 S2,075.17[ ZO00 :D~emb~ I $2.075.~7~I 2001 Januaw~ $2.075.47 I I $0.00 i S2.075.47 1001 F~ma~,,' S2.075.47~~ $0.00 S2,075.47 $0.00 i2.075.47 ~00t March S2.075.47 2001 April S2.075.47 / ~.00 ~2,075.47 2001 I May,; $2.075.47 ~[ $0.00 S2.075.47 i001 ~June i S2.075.47 { $0.00 S2.075,47 Z00~ July ~ S2.075.47 [ ~ $0.00 S2.075.47 2001 Augus~ [ i2,075.47 ~] $0.00 S2.075.47 2001 S~temoer i $2.075.47] $0.00 S2.075,47 1001 Octo0er $2.075.47 t S0.00 S2.075.47 2001 ~NovemUer ~ S2.075.~7' ~ $0.00 S2.075.47 Z001 O~emoe¢ [ S2.075.47 T , $0.~, $2.075.47 = ~ J ,2.o52.oo' lTotal i , S23.47 J S2.075.47~ FSS Escrow Account Analysis Name of Participant: Social Security Number:. : Address: Voucher Number XX06361 ;Enrollment Date: 09/28/99 Contract Expiration Date: 09/28/05 Account Balance: $0.00 Balance Activity Rate Earned Balance 1997 January $0.00 $0.00 $0,00 1997 February $0.00 $0.00 $0.00 1997 March $0.00 $0.00 $0.00 1997 April $0,00 $0.00 $0.00 1997 May $0.00 $0.00 $0.00 1997 June S0.00 $0.00 $0.00 1997 July $0.00 $0.00 $0.00 1997 August S0.00 $0.00 $0.00 1997 September $0.00 $0.00 $0.00 1997 October S0.00 $0.00 $0.00 1997 November $0.00 $0.00 $0.00 1997 December SO.00 $0.00 $0.00 1998 January $0.00 $0.00 $0.00 1998 February $0.00 $0.00 $0,00 1998 March S0.00 $0.00 $0.00 1999 Apdl 1990 May $0.00 $0.00 $0.01~ 1998 June $0.00 $0.00 1998 July S0.00 $0.00 1998 August 50.00 $0.00 i ,50.00 1999 September $0.00 $0.00 $0.00 1998 October S0.00 $0.00 $0.00 1990 November ell.00 $0.00 $0.00 1998 December $0.00 $0.00 $0.00 1999 January S0.00 ~ S0.00 $0.00 1999 February S0.00 $0.00 $0.00 1999 March S0.00 $0.00 $0.00 1999 APril $0.00 $0.00 $0,00 1999 May $0.00 $0.00 50.00 1999 June S0.00 $0.00 $0.00 1999 Juty S0.00 $0.00 1999 August $0,00 $0.00 $0.00 1999 September $0.00 $0.00 $0.00 1999 October $0.00 $0.00 $0.00 1999 November $0.00 $0.00 $0.00 1999 December S0.00 $0.00 $0.00 2000 January $0.00 $0.00 $0.001 2000 February S0.00 $0.00 i S0.00 2000 March $0.00 $0.00 $0.00 2000 April S0.00 $0.00 $0.00 2000 May S0.00 $0.00 $0.00 2000 June S0.00 $0.00 $0,00 2000 July S0.00 $0.00 2000 August S0.00 $0.00 $0.00 2000 September $0.00 $0.00 $0.00 2000 October S0.00 $0.00 S0.00 2000 November S0.00 $0.00 $0.00 2000 December 50.00 $0.00 $0.00 2001 January $0.00 $0.00 $0.00 2001 February S0.00 $0.00 $0.00 2001 Marct~ S0.00 $0.00 $0.00 2001 April $0.00 $0.00 $0.00 2001 May S0.00 $0.00 $0.00 2001 June $0.00 $0.00 ~ SO.0(~ 2001 :July $0.00 ~ $0.00 $0.00; 2001 August $0.00 $0.00 $0.00 2001 September $0,00 $0.00 $0.00 2001 October $0.00 $0.00 S0.00 2001 Noveml0er 50.00 $0.00 $0.00 2001 Oecember $0.00 $0.00 $0.00 Total I :50.00 $0.00 $0.00 Page 1 fss escrow accounts. 123 FSS Escrow Account Analysis 1~0~9 LName of Participant: ~' Social Security Number: Address: _, Voucher Number:. XX04756 Enrollment Date: Contract Expiration Date: ~ Account Balance: Year Month Beginning I Escrow t Annual Int. Intereet Ending BalanceI IActivity Rate Famed Balance 1997 January S0.00 $0.00 S0.00 1997 Febmary S0.00 S0.0O $0,00 1997 March S0.00 $0.00 $0.00 1997 Alii S0,00: $0.00 SO.00 1997 May $0.00 $0.00 S0.00 1997 June S0.0O S0.00 $0.00 1997 July S0.00 $0.00 $0.00 1997 August S0.00 S0.00 S0.00 1997 September $0.00 S0.00 $0.00 1997 November S0.00 $0,00 S0.00 1997 December $0.00 $0.00 $0.00 1998 January $0.00 $0,00 $0.00 1999 February $0.00 $0.00 $0.00 1008 Man:h $0.00 $(3,00 1998 Apnl ~0,00 S0.00 ~0.00 1998 May S0.00 S0.001 $0,00 1998 June $0.00 S0.00 1998 July $0.00 S0.00 $0.00l 1998 August S0.001 $0.00 $0.00! 1998 September S0.00, S0.00 S0.00 1998 October S0,00 S0.00 $0,00 1998 Noverr~er $0,00 S0.00 $0.00 1998 Decemt~er $0.00 $0.00 $0.00 1999 January $0.00 $0.00 $0.00 1999 February $0.00 $0.00 $0.00 1999 March $0.00 S0.00 $0.00 1999 April $0.00 $0.00 $0.00 1999 May $0.00 $0,00 $0,00 1999 June ~0.00 S0.00 30,00 1999 ! July $0,00 $0.00 20.00 1999 August $0.00 30.00 S0 1999 Septembe¢ $0.00 $0.00 $0.00 1999 October $0.00 $0.00 $0.00 1999 November $0.00 $0.00 $0.00 1999 December $0.00 $0.00 20.00 2000 January $0.00 $0.00 ~ 2000 February S0.00 $0,00 2000 March S0.00 $0.00 $0.00: 2000 April $0.0Q S0.00 $0.00 2000 May S0.00 $0.00 S0 2000 June S0.00 S0,00 $0.00 2000 July $0.00 $0.00 $0.00 2000 August S0.00 S0.00 20.00 2000 September $0.00. $0.00 $0.00 S0.00 t SO,00 2000 October 2000 November $0.00 $0.00 SO.00 2000 December $0.00 , $0.00 S0.00 2001 January $0.00 S0.00 2001 February SO.00 $0.00 $0.00 2001 March $0,00 $0.00 20Ol A~tl so.e0 S0.00 $0.00 2001 May $0.00 $0.00 ,50.00 2001 June S0.00 ,50.00 ,50.00 2001 July ,50.00 20.00 2001 August 20.00 $0.00 S0.0~ 2001 Segtember $0.00 $0.00 $0.0(~ 2001 October S0.00 ,50.00 $0.00 2001 November S0.00 $0.00 2001 Decemioer S0.00, $0.00 Page fSS escrow 3CCOUf'~t$. 12q' FSS Escrow Account Analysis ~,'~o,':~. Name of Participant: Social Security Number:. Addraea: Voucher Number: 704666 Enrollment Date: 12/02/99 Con~ract Expiration Date: 12/02/03 Account Balance: S0.00 Balance Activity Rata Earned Balance 1997 January S0.00 $0.00 1997 February $0.00 $0.00 $0.00 1997 March $0.00 20.00 $0.00 1997 Apdl $0.00 $0.00 ! $0.00 1997 May $0.00 $0.00 $0.00 1997 June S0,00 $0.00 $0.00 1997 July $0.00 $0.00 $0.00 1997 August $0.001 $0.00 S0.00 1997 September S0.00 $0.00 $0.00 1997 October $0.00 $0.00 $0.00 1997 November 50.00 $0.00 $0.00 1997 December $0.00 $0.00 $0.00 1998 Jan[mW $0.00 $0.00 $0.00 1998 February $0.00 $0.00 $0.00 1998 Marcfl $0.00 $0,00 $0.00 1998 April $0.00 $0.00 $0.00 1998 May $0.00 $0.00 $0.00 1999 June $0.00 $0.00 $0.00 1999 i July 20.00 S0.00 $0.00 1998 August $0,00 S0.00 S0.00 1998 September $0.00 20.00 20,00 1998 OctoDer $0.00 $0,00 $0.00 1998 November $0.00 $0.00 $0.00 1999 December $0.00 $0.00 $0.0~ 1999 January S0.00 20.00 $0.0~ 1999 February $0.00 $0.00 $0.00l 1999 March $0.00 $0.00 1999 Apni $0.00 $0.00 $0.00 1999 May $0.00 $0.00 20.00 1999 June 20.00 i $0.00 20.00 1999 July $0.00 20,00 $0.00 1999 August $0.00 20.00 20.00 1999 September $0.00 $0.00 $0.00 1999 October 20.00 $0.00 $0.00 1999 November 20.00 $0.00 $0.00 1999 December 20.00 $0.00 2000 January $0,00 $0.00 $0,00 2000 February 20.00 20.00 $0,00 2000 March SO.O0 ; $0.00 $0.00 2000 ~ Apnl S0.00 $0.00 $0.00 2000 May ~ ~ $0.00 $0.00 2000 June $0.00 $0.00 $0.00 2000 July ,50.00 S0.00 2000 August 20.00 SO.00 2000 September ,50.00 $0.00 S0.00 2000 October 20.00 20.00 $0.00 2000 November ,50.00 I $0.00 20.00 2000 Oecember , $0.00I 20.00 20.00 2001 January S0.00 S0.00 $0.0(3 2001 February $0.00 S0.00 2001 Marcfl $0,00 $0,00 $0.001 2001 April S0.00 ! ~3.00 $0.00i 2001 May S0.00 $0.00 ! S0.00 2001 June S0.00 S0.00 ,50.00 2001 July $0.00 S0.00 20.00 2001 : August 20.00 $0.00 $0.00 2001 I September $0.00 $0.00 $0.00 2001 October $0.00 $(3.00 $0.00 2001 November 20.00 $0.00 20.00 2001 December $0.00 $0.00 $0.00 Total S0-00i I $0.00 $0,00 Page fss escrow accoun[s. ! 23 COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: ITEMS FOR ORIGINATING EXECUTIVE CONSIDERATION - OTHER BUSINESS DEPARTMENT: EDA DIRECTOR NO: APPROVAL ITEM: REVIEW EDA AND COMMUNITY BY: Ken Anderson BY: DEVELOPMENT DEPT. ANNUAL DATE: March 16, 2000 REPORT BACKGROUND: Attached for your review is a copy of the Columbia Heights Economic Development Authority and Community Development Department Annual Report for 1999. The report provides a description of the highlights occurring in 1999 and provides some factual data and documentation. The staff will provide a brief verbal report at the meeting. RECOMMENDED MOTION: NONE. Attachments DA ACTION: \Annual Report Consent .wpd 1999 ANNUAL REPORT OF THE COLUMBIA t~EIGHTS ECONO1V[IC DEVELOPMENT AUTHORITY AND COMMUNITY DEVELOPMENT DEPARTMENT OF COLUiVIBIA HEIGHTS, MINNESOTA INTRODUCTION In 1999 a number of events have transpired which will have long term impacts on redevelopment activities within the City of Columbia Heights in ~ture years. We have continued with the initiatives that have principally been in the area of planning and were started in 1998. Those include the process of updating our Comprehensive Plan, rewriting the Zoning Ordinance, and undertaking a Master Kedevelopment Plan for Columbia Heights. Building permit and construction activity was continued to be very strong in 1999. Staffing changes included the addition of Randy Schumacher to fill the newly created position of Community Development Assistant. This position includes additional responsibilities to those previously undertaken by the Housing Coordinator which has been vacant since September, 1998. Also, Kose Knerr was hired to serve in a part-time capacity as the Permit/License Clerk to assist in licensing and permitting functions. The Community Development Secretary was hired to serve as Deputy City Clerk for the City of Columbia Heights and left her position effective November 22, 1999. Temporary staffing has been utilized to fulfill these duties until such time as a new Community Development Secretary can be hired in early 2000. The efforts of the Columbia Heights Economic Development Authority and Community Develop- ment Department continue to focus on achieving the broad goals and objectives set by the City Council and Columbia Heights EDA. The staff wishes to thank the elected and appointed representatives that we work with on the City Council, Columbia Heights Economic Development Authority, and Planning and Zoning Commission for their support and initiative in guiding development and redevelopment activities within the City. HIGHLIGHT SUNIMARY The following sections are prepared to provide a brief, highlight summary of the major activities performed in 1999. The challenge we will continue to face is to meet the ~owing demands for Community Development services with non-traditional, innovative methods at a time when the financial resources to do-so remain traditional and are increasingly limited. Columbia Heights Economic Development Authority The EDA consists of seven members. By Ianuary of 1997, five of the Commissioners included the Mayor and City Council members, with two members from the commuaity at-large. The EDA was established by an enabling resolution, Resolution 96-01, adopted by the City Council on January 8, 1996. Th/a resolution establishes both the powers and limitations of the EDA. The fundarnental purpose of the EDA is stated in the resolution as follows: "It is found and deter- mined by the City Council that the encouragement and financial support of economic develop- ment and redevelopment in the City is vital to the orderly development and f'mancing of the City and in the best interests of the health, sagety, prosperity, and general welfare of the citizens of the City." Later the EDA further moved to def'me the purpose of the Columbia Heights Economic Development Authority by adopting the following mission statement. The mission of the Columbia Heights Economic Development Authority is to provide financial and technical assistance and resources to residential, commercial, and industrial interests to promote health, safety, welfare, economic development and redevelopment. In order to fulfill the purposes of the EDA several projects/activities associated with deveiopment and redevelopment were undertaken. One of the most notable projects was authori~.i~g the demolition of the structuxe at 4150 Central Avenue NE. (old Columbia Professional building) and the single family structuxe at 3913 Polk Street. The contract was executed jointly with the City of ColumbiaHeights ia which Blue Earth Environmental Company of Mankato, Minnesota was engaged to undertake the asbestos abatement, demolition, and site restoration work for five properties in the City. Under City Contract the l~operties at 3900 Central Avenue (garage/retain~g wall), 1260 46~ Avenue NE., md 637 38'" Avenue NE. (SACA building)were removed. Also slow progress has been made regarding the Transition Block project in which an assisted- living senior housing facility of approximately f'ffiy units, twenty-two units of rental town homes and nine units of for-sale town homes are proposed to be located on property generally owned by N'EI College o£Technology. Associated with the project, the developer has received approval of an application for tax credits and will include three Multi-family Housing Oppommities Program (MHOP) rental units. Additionally, a Memorandum of Understanding (Preliminary agreement) has been extended between the Columbia Heights Economic Development Authority and Real Estate Equities Development Company. Over the course of the year, the EDA considered and discussed the acquisition of several properties. These included properties at 4059 Jefferson Street, 3709 Polk Street, 3944 Lookout Place, 3950 Lookout Place, 828 40e Avenue NE., 3718 Central Avenue, and 3722 Central Avenue. The EDA closed on the acquisition of the two properties on Lookout Place and 828 40~" Avenue in November of 1999. The EDA also held a public hearing for the private negotiated sale of the property at 4216 Central Avenue NE to Brace Nedegaard to allow construction of a 11,000 square foot, two level office/retail space to be constructed at 4200 Central Avenue NE. Commissioner Wyckoff and Deputy Executive Director Anderson attended the Rainbow Foods Grand Opening on October 15~, 1999 at 9 a.m. Rainbow Foods invested approximately $I million dollars in upgrade the interior of the grocery store. The EDA also approved a Minnesota Manufacturers Week in Columbia Heights Proclamation for the week of October 25-29th, 1999. The EDA also reviewed the Tax Increment Financing Cash Flow Report prepared by Sprmgsted, Incorporated and presented by Dan Hartman and Nick Skarich. Based upon the cash flow analysis, it was determined that staff should pursue the approval of special legislation to address projected cash flow deficits. After considerable public testimony at committee meetings at the State Capitol, the Legislature ultimately did not approve most requests for special legislation and, in the alternative, approved an increase in the TIF Grant Program two to slx million dollars to be available to eligible applicants with a legitimate deficit. Other actions of the EDA over the course of the year are presented in list form below and are listed in no particular order. · Approve the amended Annual COntributions Contract (ACC) for the Section 8 FSS Program. · Administered the oath of office to commissioner Wyckoff, Ruettimann~ and Jolly and appointed officers for 1999. · ' Approved a Request for Proposal to install security cameras at Parkview Villa (no bids were received). · Approved a copier bid to TBS Incorporated for $2,295 plus tax, for a Ricoh 3713 Desktop Copier for Pa, ri(view Villa. · Appointed EDA Commissioners Ruettimarm and Wyckoff to the Revolving Loan Program review ~oup for the EDA and Council member vacancies. respectively. · Aclmowledged completion of the installation of a Fire Alarm System at Parkview Villa contracted through Grumel Fire Protection (formerly Safeway). · Authorized execution of a HOME Repayment A. greement for 4607 Tyler Street NE. · Approved FSS Program escrow account interest rates of 1.599/0 prior to lanuary, 1999 and 1.47% after January, I999. Approved a change ia the By laws to move the Citizen Forum to earlier in the meeting agenda and to change the meeting time from 7 p.m. on the thtrct Tuesday of the month to 6:30 p.m. The Minnesota Design Team one year update meeting was held on May I, 1999. Approved the Columbia Heights Mall Subordination Agreement. Acknowledged the opening of the Columbia Village forty unit senior homing, independent living stmctttre which opened in July of 1999 on the Crest View campus. Approved CSC Membership and Credit Services Agreement. Approved Management Agreement for a one year term for Parlcview Villa North and 4607 Tyler St.. Approved Parkview Villa North and South Surface Parking Lot and Under- grotmd Parking Policy and Parking Policy for 4607 Tyler Street NE. Approved funding for acquisition of a Public Management Soi'rware Program. Authorized Section 8 Reconciliation work to HLB Tautges,Redpath, Ltd. Acknowledged resignation of the Public Housing Admini.qtrator at Parkview Villa effective September I0, 1999. In general, staffbelieves that the initiatives started in 1998 and 1999 will be irr~. ortant to insuring the long term economic vitality to all sectors of the City including housing, commercial, and iadusttiak Problems relating to the aging housing stock, aging infxastmcture, and aging popula- tion base with limited, Fixed incomes require dramatic and positive intervention on the part of the City to address future needs. We see some opportunity and hope for positive change with the announcement of Medtronic's decision to locate their World Corporate Headquarters in the City of Fridley and within the City of Columbia Heights School District. A concerted effort to plan for the increased jobs to be created will be important as well as to be prepared for the demand for supportive services and facilities which will create economic development oppommities.. Business Revolving Loan Fund (BRLF) No loan applications were considered for EDA Board action in 1999. First Time Home Buyers Program The City of Columbia Heights applied for and received funding for a fast time home buyer program through the Minnesota Housing Finance Agency (MI-IFA) Minnesota Cities Participation Program (MCPP). The funds under this program are provided to qualified first time homebuyers with an income below 80% of median family income tiered by household size. Eligible families may purchase an existing home for under $121,842. The annual percentage rate was 6.65% for approved loans. In 1999, a total of eight loans in the amount of $810,584 issued to f'u'st time. homebuyers ia Columbia Heights. The Homeownership Assistance Fund (HAl:) down payment assistance was also made available on the total amount of $10,513. Property Acquisition In the fall of 1999, the EDA Board requested the staff to pursue the acquisition of non-confummg properties with significant potential for redevelopment. The focus area was to be along 40" Avenue NE and Central Avenue NE with Community Development Block Grant Revitalization Funds financing these acquisitions. At the time, staffhad been in working negotiations with the owners of 828 40~ Avenue, (the old Columbia TV Shop) 3950 and 3944 Lookout Place. Under the provisions of the grant funds, all acquisitions would be strictly on a voluntary basis. During the months of November and December all three properties were acquired with a minimal amount of $1,500 being paid for relocation. Staff is currently reviexving redevelopment proposals for these sites. HOME Program Grant The City Council received approval from Aaoka County for a $70,000 HOME Program Grant in 1998. The grant application requirements include a $17,500 match from the EDA, the acquisition of two substandard homes in the scattered site Tax Increment Financing district, all sales must be made on a voluntary basis, thc substandard homes must be removed after acquisition and sold to Habitat for Humanity, and the newly comau-acted homes must be sold to qualifying low ann moderate income families with the stipulation that those qualifications extend for a minimum o~ 15 years. The present status has a tentative purchase of a home on a double, lot, and subsequent sale where Habitat for Humanity would build two new three or four bedroom homes. Habitat for Humanity would be responsible for the removal of the existing substandard home. The EDA will be reviewing a clraff purchase agreement proposal in March of 2000. Community Development Block Grant (CDBG) Program In 1999 Columbia Heights received a total of $276,067 in Community Development Block Grant funding. Consistent with three of the highest priority external goals established by the City which were to I) irr~rove the housing stock, 2)to increase our commercial and industrial propemy tax base, and 3) improve the physical appearance of the commercial and industrial areas; Columbia Heights was awarded funding for four major program.q: County-wide housing rehabilitation, commercial revitalization, Livable Communities Demonstration Account project, and public service agencies. Allocatious to each program were as follows: County-wide Housing Rehabilitation Commercial Revitalization Program Livable Communities Demonslration Account Project Public Service Agencies " $ 54,400 $ 84,417 $104,000 $ 33,250* *$5,100 of the public service agency funding is a~tered directly by the City of Columbia Heights, and $28,150 was funded through a multi-city contract which is a~tered by AnOka County. The following provides a breakdown of funding for the public service agencies. Public Service Agencies Hot Meals for Shut-Ins Children's Home Crisis Nursery Handywork's Program Senior Outreach Program (ACCAP) Alexandra House (Shelter for Abused Women) Southern Anoka Community Assistance (SACA) Community Emergency Assistance Program(CEA.P) ARC of Anoka County Fathers Resource Center Funding Amount $3,100 $1,000 $1,000 $14,539 $3,500 $5,000 $1,611 $2,000 $1,500 The Housing Rehabilitation Deferred Grant/Loan Program, which provides assistance to eligible low and moderate income families, will be administered by the Center for Energy and Environ- ment by contract on behalf of the EDA and City of Columbia Heights. Work has been started on providing funds to fifteen families with the goal of submitting reimbursement requests to Anoka County not later than May of 2000. Ttm will insure that funds awarded in previous years will not be mmed back to Anoka County. Minnesota Housing Finance Agency (MIIFA) Loan Programs The Columbia Heights EDA administers three ~XKI-IFA loan programs: The Great Minnesota FL, c- Up Fund; the Home Energy Loan and the Fix-Up Fund Accessibility Loan. In 1999, these programs were authorized to be preformed in Columbia Heights by the Center for Energy and the Environment effective July 1999. ,an annual contract was renewed to continue this work in 2000. Section 8 Rental ;-kssistance Program In late 1998, the EDA determined that it would be advisable to transfer administration of the Section 8 Program to another housing authority. Essentially, the lack of economies of scale and the significant administrative burden to manage two-thirds of our participants on a portability basis have led to the program needing to be subsidized with tax revenues. EDA staffhave approached Metro HRA officials,about their willingness to accept full program administration in Columbia Heights. Further discussions will be held with HUD staff. 4 The Metro HRA has agreed to accept the Program assuming we will not stipulate as a condition the transfer that our current Section 8 staffbe hired by the Metro HRA. Also, financial document~ including year end statements and 2000 budgets will need to be reviewed as well as their legal deparmaent approval of the proposed transfer. Work will commence into 2000 to complete the Ixansfer as soon as possible. As of December 31, 1999, there were a total of one hundred and twenty tenants in our program. A breakdown of this group shows the Columbia Heights program had fLfieen certificates, and twenty-three vouchers. The remaining eighty-two participants were those that ported into our area and were residing ia units ia Columbia Heights. The pon-ira consisted of fifty-two certificates and thirty vouchers. As of January 1, 1999 there were 143 clients on our program. This was a reduction of 23 over the course of 1999. The reason for this decrease is that we have had several people voluntarily dropping rental assistance and several of the tenants have ported out to other areas. Also, we do have several listed as tenants having zero housing assistance payment (HAP) meaning that they are above the HUD-approved income limits which are released annually ia October. The current waiting list has a total of 133 applicants. There are at this time no immediate plans to take applicants fi:om the waiting list since we are ia the process of having the program transferred to the Metro KRA. " We are checking with the MinneapoLis Public Housing Authority to see if we can absorb their clients (9) into the Columbia Heights Rental Assistance Program ia order to increase the number of 36 participants up to a new total of 45 participants. This would give us ninety percent on the Section 8 U 'Mization Reports. The reason our utilization reports are showing a lower percentage at this time is the fact that we have had several people who no longer need rental assistance and others have been absorbed by other Housing agencies after they ported out (moved fi:om Columbia Heights to another City). The Rent Reasonableness Survey forms were mailed out ia November to all of our ~cUords ~t axe rentiag units in the Columbia Heights area. Approximately 250 forms were marled out. We did get a good response fi:om them since 150 were returned back to our office. Rent Reasonableness forms are being processed and implemented ia our fries as we process annual re- examinations and interims. We had to discontinue providing rental assistance to one of the three clients that were on a repayment plan since she was m the violation of the repayment agreement by not paying the payment on time as required by the repayment agreement which she signed with us. The second client did ask for a waiver of payment for a one month period which was granted and has resumed making the monthly payments as agreed on his repayment agreement with the Columbia Heights EDA. The third person did pay offthe total balance as due to ns as ia accordance with the repayment agreement which was drawn up betweenher and the Columbia Heights EDA. This office did conduct follow ups to the Housing Standard Quahty (HQS) inspections that were done by our Fire Department on an annual basis. A total of five units were selected at random. It was found that the Fire Department is doing their job and the units did pass the HQS inspection Family Self-Sufficiency Family Self-Sufficiency (FSS) is a HUD mandated program developed to coordinate the use of the Section g Rental Assistance Program with other public and private resources to enable eligible families to achieve economic independence and self-sufficiency. Due to medical reasons our Family Self-Sufficiency Coordinator xvas on medical leave until April 1999. The program did continue with the assistance of our Occupancy Specialist and other staff persons. To date, there are seven families that are contracted participants m the program. Many families have inquired about becoming involved: however, with the decision to transfer the Section 8 Program to the Metro Homing and Redevelopment Authority (HRA), a waiting list has been established in the hope that they may be able to participate in the Metro HRA Family Self- Sufficiency Program. A Planning Committee was established with persons in the commtmit~', from both private and public agencies, to aid in various resources for the families. In one case. a family's car was in need of repairs that exceeded $400.00. Together two agencies were able to help pay for the repair of the car, thus allowing the family to avoid suffering any loss of employ- ment. Presently one of our famih'es is preparing to graduate from the program. Her plan is to use her escrow money to purchase a home. The planning Committee is updated bi-monthly of the status of the clients as well as the program and pending transfer. When the seven participants initially began the program they all were receiving some welfare or government assistance. Presently, six of the seven participants are employed. One is unable to work as a result of an injury, but is able to work part time. They all have developed escrow accounts due to their working status. All participants must have goals that they are working towards. The Social Worker assesses and tracks their progress monthly. Each individual has different goals that vary from achieving GED to home ownership. Everyone must achieve a 12 month consecutive, assistance free period before they are entitled to receive their escrow. It is our plan to have each family sign a new contract when the Section 8 Program is tra~ferred; however, their initial conlract date that they signed while in the Columbia Heights FSS Program would be the same. The Finance Department has received the account analysis for each participant This was for the year 1998. At this point, a' Computer spreadsheet is used to track the monthly amount that is put into each escrow. A monthly statement is presently sent to F~nance Department to ensure that funds are credited correctly to each individual escrow account. Sale and Management of Properties The City previously owned vacant duplexes located at 4519/21 Taylor and 4642/44 Taylor S~et. The unit at 4519/21 Taylor was purchased in January, 1994 for $53,000. After the purchase, a total of $22,840 was used for rehabilitation of the building for a total investment of $75,840. The other unit, 4642/44 Taylor Street was purchased in 1990 for $85,250 with an additional $2,000 invested for rehabilitation issues. The EDA Board determined that they should not be in the rental business and would like to see the property owner-occupied. On April 26, 1999 the City Council authorized City staffto take all necessary steps to advertise the properties for sale in "as is condition". In addition, the successful bidder on 4519/21 Taylor Street would be required to construct a two stall garage that complied with all State and City codes. The City Council property use priorities for these traits was focused on: · Conversion to single family, or · Owner-occupied/rental duplex. Bidders proposing absentee ownership of the duplex units would also be considered, but with less priority. In order to get maximum public exposure on the bidding process, an extensive advertising campaign was conducted. This generated interest from over forty requests for bidding packets. On August 12, 1999 the City Council closed bids for the two duplex units on Taylor Street. A total of 12 bids were received; seven bids for 4642/44 Taylor Street and five bids for 4519/21 Taylor Street. The goal of the City was to receive the best financial return with owner/occupant duplex status. Ms. Phoua Lee submitted the highest bid for 4642/44 Taylor Street in the amount of $91,000. Mr. Earnest Payan submitted the next highest bid in the amount of $85,000 for 4642/44 Taylor Street, but indicated that he would except the alternative duplex at 4519/21 Taylor Street for that bid. At the September 13, 1999 City Council meeting, the second reading of the Ordinance authorizing the sale to the two highest bidders was accepted. Senior Housinff Parkview Villa North and Parkview Villa South Parlcview Villa is located at 965 40~ Avenue N.E. and provides housing for Iow income seniors and/or handicapped persons. The complex is split into two buildings: Parkview Villa North and Parkview Villa South. Parkview Villa North has ninety-four (94) one b~droom units, six (6) one bedroom handicapped accessible units, and 1 two bedroom (caretaker) unit. Rent is based on 30% ora househol~ adjusted income. Parkview Villa North is currently 99% occupied and houses approximately 107 elderly, handicapped or disabled residents. The waiting list for Parkview Villa North has 25 Columbia Heights residents and 46 non-residents. Parkview Villa South has 39 one bedroom units, two (2), one bedroom handicapped units, and four (4) two bedroom umts. Rent is based on 30% ora household's adjusted income with a minimum rent of $250.00 and a maximum rent of $425.00 for a one bedroom unit and a minimlllll of $325.00 and a maximum of $500.00 for a two bedroom umt. Park-view Villa South is 100% occupied and houses approximately 49 elderly individuals. Thc waiting list for Park'view Villa South has 31 Columbia Heights residents and 19 non-residents. Parkview Villa North and South are managed by Crest View. Ia the year 1999 Parkview Villa underwent many changes, including a new manager starting in September and a turnover of 18 apartments. Other changes also occurred and are listed below. - developed a new policy for o~cupancy in the two bedroom units - replaced one butterfly valve, two ball valves, and one gas valve on the//3 boiler - replaced piping for #I expansion tank - replaced pump for water heater - replaced exhaust motor - replaced one air intake motor and two exhaust motors on the roof - replaced the television antenna on the roof - replaced 3 kitchen faucets in the north building - replaced four bathroom faucets in the north building - had all the main drains jetted - rebuilt six toilets ia the north building - replaced one toilet and nine toilet seats in the north building - replaced thxee refrigerators in the north building - r~laced one stove in the north building - replaced cabinets in two north apartments - replaced thirteen hanging light fixtures in the north building - replaced four smoke alarms in the north building - replaced two exit light fixtures - replaced blower motor in heat cabinet - repaired fire pump - replaced six electrical outlets - repaired and replaced ceiling tile ia 94 floor hallway - planted eight shrubs - replaced piping under sink in dining room - installed two new light fixtures in front entry - new copy machine - new fax machine - rePlaced eight air conditioner covers - installed new "no parking" sign - rebuilt 9'~ floor stairwell heater - completed new fire alarm system - installed new light fixture in garage - rebuilt exhaust unit in south elevator - replaced four sprmlder heads in underground sprinkler system - replaced motor on garage door - replaced tour kitchen faucets in south building - replaced eight shower heads and hoses in the south building - rebuilt six toilets in the south building replaced heater motor in south boiler room .~ repaired front entxy system replaced front enuy floor rug replaced maikoom lock rekeyed eighteen apartments and mailboxes repaired five pumps rebuilt main fire valve repaired five zone valves replaced four zone valves replaced carpet with tile in unit #218 replaced two light fixtures in garage replaced five light fixtures in south building replaced nine grab bars in bathrooms replaced bathroom exhaust vents replaced one exhaust unit in housekeeping closet replaced two oven thermostats installed one chopping block on damaged kitchen counter replaced four smoke alarms in the south building 4607 Tyler St. N.E The fo~r-plex, located at 4607 Tyler Street NE, is also part of the senior housing available in Columbia Heights. The building has four (4) two bedroom apartments and there is currently one vacancy. The rent is based on 30% of the household's adjusted income with a minimum rent of $350.00 and a maximum of $525.00. The four-plex provides an additional affordable housing option for people aged 55 and up. There were several changes at the four-pier,, which included: - the turnover of two apartments - repair of the back gate - new photo light fixtures at the front enuance - repaired back photo light fixture - change system replaced in the washroom - new drive motor on boiler consol - rekeyed and replaced front and back door locks - new mini blinds in unit #1. A Committee has been established including staff and EDA Commissioners to establish a long term Capital Improvement Program/Replacement Reserve Program. The Committee has met and established a proposed schedule of improvements to be reviewed by the EDA in 2000. CIAP Grant Funds from 1997 and 1999 are being utilized to modernize the two elevators and equipment in Park'view Villa North. Bids were let and awarded in September 1999 to Millar Elevator Service Company to perform the work based on specifications prepared by Elevator Advisory Group of St. Paul, consultants to the EDA on the modernization project. Work is scheduled to start in March/April and be substantially completed in August of 2000. Building Inspections The Buildiiag Official's responsibilities include reviewing plans and approval of permits for building, plumbing, heating, ventilation, air conditioning, signs, retaining walls, etc.; inspection of construction projects to verify code compliance; meetings with contractors, architects, developers, engineers, Anoka County Health Off~cers, Fire Department personnel, and property owners or tenants of commercial spaces in regard to proposed new projects, current projects by assisting the aforementioned persons with problems, concerns, and code questions relating to properties and construction. The Building Official also provide damage assessment to structures which occur by various causes including weather, £~re and aging of the structure. This year the Building Official prepared a revised, generic demolition contract and also standards for the removal of structures in the City. This year was the largest construction year seen by this City in many years. It was approximately ten times the conslxuction dollars spent in I993. The malor projects included the completion of Jeff's, Bobby and Steve's Autoworld, Crest View, Subway/TCBY, Sarna's Tobacco and most of the Columbia Heights Mall. Projects carrying over to the year 2000 include the Columbia Heights Family Center, the High School, and the Middle School. The Middle School is located in the City o f Hilltop. This was the fa'st year the City of Hilltop contracted for inspections and these inspections included minor remodeling of commercial spaces as well as the replacement of several Manufactured Homes. The total permit fees for Hilltop did not exceed $4,000. The increase in work load was light. The plan for the year 2000 is to add a Property Maintenance Code for the City of Hilltop. Duties and fees will increase. Due to the large increase in duties for the staff an additional part-time clerical position was added as well as a promotion for the License Permit Clerk to Assistant Building Inspector. The Permit valuation exceeded last years record of $16,991,747 by $7,027,064 to a grand total of $24,018,811 in construction valuation. The permit numbers increased by 429 to a total of 1,895 permits. It is anticipated that 2000 will not quite meet this level since most of the planned major projects are either complete or close to completion. A five year trend analysis is shown below. Total Number Total Of Permits Valuation ($) 1994 922 4,522,438 1995 1,070 4,927,970 1996 602 11,910,040 1997 678 5,904,308 1998 1,466 16,991,747 1999 1,895 24,018,811 Licensing Licensing activities are reflected in Exhibit B. There were 403 licenses issued in 1999 for total fees of $61,580.00. In 1998, 428 licenses were issued with total license revenues of $59,366.00. The difference between the two years in terms of number of licenses and fee revenue is minimal and has remained constant. The License Review Committee made recommendation for revisions to the Licensing Ordinance to the City Council. The Council adopted the recommended changes in October of 1998. In 2000 the Committee will review the final sections pertaining to the liquor licensing. Planning and Zoning The Plannin§ and Zoning Commission consists of a five member advisory board to the City Council charged with the responsibility of implementation and maintenance of the City's Comprehensive Plan and Zoning Ordinance. The Commission experienced a lot of turnover in membership during 1999. Tom Ramsdell served as the Chair in 1999 and was reappointed Chair for 2000. The Commission consisted of the following members in 1999: Marlaine Szurek, Kevin Hanson (appointed 5/99), Ted Yehle (appointed 6/99), Gary L. Peterson (resigned from Commis- sion 1/99), James Fowler (resigned from Commi-~sion 4/99), John Hunter (resigned from CommissiOn 5/99), and Rory'Franzen (appointed 2/99 and resigned from Commission 1/00). The Planning and Zoning Commission meets regularly on the fa'st Tuesday of each month in the Columbia Heights Council Chambers and holds public hearings for Zoning District and Ordinance amendments, requests for variances to the Zoning Ordinance, requests for lot splits, site plan review for non residential consmaction, Conditional Use Permits, etc. The Planning and Zoning Commission also serves as the Board of Appeais for code compliance disputes. Commissioners typically make site visits to the properties prior their meetings and hear testimonY from interested parties, including neighbors, in order to make recommendations to the City Council for approval or denial of the requests. Staff support constSts of Joe Hollman, Planner; Kathy Pepin, Secretary; Ken Anderson, Commu- mty Development Director; Fire Department; Public Works Department; and other City depart- ments when review is necessary. City staff provides information to the Commission regarding applicable ordinances, history, current use, description of requests, and other pertinent facts pertaining to the cases on the monthly agenda. The Planning and Zoning Commission heard 41 separate cases during 1999. Note that frequently more than one request will be heard in one case. For example, a Conditional Use Permit, site plan review, and variance requests for one project would be heard as one case. The table below illustrates the number and type of requests heard. Type Number · Re'zoning 3 · Conditional Use Permits 22 · Variances 8 · Appeals · Site Plan Reviews 9 · Lot splits 1 · Plats Comprehensive Plan Update and Zoning Ordinance Rewrite The City of Columbia Heights is in the process of updating its Comprehensive Plan which is a document that lays out goals and policies used by city officials to guide decision-making. It covers many aspects of city government, including; land use, housing, public facilities, transporta- tion, parks, sidewalks and trails, population and employment, and community image. In response to issues that were raised during commtnlity meetings held in 1998, draft goals, policies, and strategies were developed. Sta~has been working with SI~ Consulting Group, Inc. and a 13 member planning advisory committee in the preparation of this plan. It is anticipated that the plan will be complete in lune, 2000. In addition to the Comprehensive Plan update, the City has been working with SRF Consulting Group, Inc. on the rewrite of the Columbia Heights Zoning Ordinance. An initial meeting was held with the Plan~i~g and Zoning Commission on February 24, 1999, to discuss issues pertaining to the Zoning Ordinance. A draft outline of proposed revisions to the Ordinance was also presented and discussed at that meeting. According to State Statute, the Zoning Ordinance and ComPrehensive Plan need to be consistent with one another, and staff expects that the Zoning Ordinance rewrite process will be complete shortly after formal adoption of the Comprehensive Plan. Master Redevelopment Plan for Downtown Columbia Heights The City is in the process of completing a Master Redevelopment Plan for downtown Columbia Heights. The Plan is considering a variety of issues, including: potential sites for redevelopment; design themes for such things as uniform street-lighting and plantings; and, potential linkages and amenities which will enhance the pedestrian environment in downtown Columbia Heights. In response to Minnesota Desigua Team recommendations made in May, 1998, the City applied for and received Livable Communities Demonstration Account funds ($30,000) from the Metropoli- tan Council to prepare the Master Redevelopment Plan for the downtown area. In an effort to achieve the City goal to better involve citizens into the affairs and workings of the City, staffhas been working with SRF Consulting Group, Inc. and a 22 member task force in the preparation of this plan. An initial meeting 0fthe task force was held in luly, 1999, to review and discuss the following: opporumities and constraints of the project area; market analysis and demographics of the area; possible market opportunities for downtown Columbia Heights; and, comparable development models in the Twin Cities. A second meeting was held in September, 1999, to review possible streetscape opportunities and to discuss potential downtown land use alternatives. A town meeting was held on November 17, 1999, to provide an opportunity for interested citizens to review and comment on the proposals. A third meeting of the Task Force was held on December 15, 1999, to discuss the results of the town meeting and prepare a recommendation to the City Council. l0 Two redevelopment scenarios (Town Square Concept and Urban Green Concept) have been recommended by the Task Force along with street, scape design recommendations. A markcl analysis that was prepared for the Plan indicated that redevelopment occumng in the downtown area will be most successful in the form of smaller-scale, mixed-use retafl~ service, office, and residential uses. The Town Square concept focuses on the area west of the intersection of 40" Avenue and Central Avenue. The intent is to create a new mixed-use district on 40* Avenue west of Central which combines new centralized civic uses, new public open space, commercial development, and new downtown multi-family residential development into a revitalized center. The Urban Green concept also provides new public open space on the south side of 40" Avenue and provides a pedestrian connection from that open space to Murzyn Hall. This concept places more emphasis on existing commercial buildings along Central Avenue at the 40" Avenue intersection with new public open space extending to this intersection, providing a direct visual and pedestrian connection to Murzyu Hall. The proposed civic uses are decentralized in the Urban Green Concept. Both proposals recommend new locations for civic uses which is consistent with the City goal to improve the City's facilities. The Master Redevelopment Plan will also provide streetscape design recommendations for lighting, street trees, sidewalk marking, furnishings, and gateways. Grants In June, 1999, a grant application was submitted to the Department of Housing and Urban Development (HUD) for the Public a~'d Indian Housing Drug Ellmin~tion Program. A total grant of $22,334 was requested for security improvements to the Parkview Villa North building. The proposed improvements included the purchase and installation ora security camera system, installation of a key-card entry system, and training of a voluntary tenant patrol. This application was prepared through a joint effort between the Police Department, Parkview Villa management, and the Community Development Depatment. Unfortunately, the City was not awarded the grant. HUD awarded $225.6 million in Drug Elimin~tion Grants throughout the nation, including $2,907,570 in Minnesota. The Minneapolis Public Housing Authority, the St. Paul Public Housing Authority, the Housing and Redevelop- ment Authority of Duluth, and the Olmsted County Housing and Redevelopment Authority received funding. ! 999 CO15EVIUNITY DEVELOPlVlENT ANNUAL REPORT COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY December 31, 1999 COLUMBIA II'EIGHTS ECONOMIC DEVELOPMENT AUTHORITY COMMISSIONERS/OFFICEIt ~ NAME Gary L. Peterson Robert Ruettimatm lohn Hunter Marlai~e Szurek Donald/oily Patricia Jhadra Sulienne Wyckoff William Elrite Patty Muscovitz Kenneth R. Anderson Walt Fehst TITLE Treasurer/Commissioner President/Commi~ioner Commissioner Commissioner Commissioner Vice PresidenffComml.qsioner Commissioner Assistant Treasurer Secretary Assistant Secretary/Dep. Exec.Dir. City Mana§er/Exec.Dir. SERVICE DATES January 8, 1996 - Present June 8, 1996 - Present March 29,1999 - Present Ianuary 1, 1998 -Present June 8, 1996 - Present March 2, 1983 - Present Janua~, 1999 - Present Janaary 29, 1996 - Present May 11, 1998 - November 22,1999 March 25, 1996 - Present 7/96 - Present COMMUNITY DEVELOPMENT DEPARTMENT STAFF NAME Walter Fehst Kenneth 11. Anderson Randy Schumacher Mel Coilova loc Hollman thy Pepia Patty Muscovitz Rose Knerr Richard Rothschild Julie Wesley Jennifer Bergman TITLE City Mamger/Exec. Dir. Corem Dev. Director/ D~uty Exec. Director Corem Dev. Assistant Building Official Planner Assistant Building Inspector Community Dev. Secretary Secretary II-Permits/Lic(Part time) Occupancy Specialist FSS Coordinator(Part time) Section 8 Director(Part time) SERVICE DATES 7/96 - Present 3/96 - Present 11/99 - Present 9/97 - Present 2/98 - Present 8/77 - Present 5/98 - 11/99 8/99- Present 9/97 - Present 9/97 - Present 9/97 - Present NAME Marlaine Szurek Kevin Hamon Gary L. Peterson James Fowler Rory Franzen John Hunter Tom Ramsdeil Ted Yekle PLANNENG .~uND ZONING COMI~HSSION TITLE Commissioner Commissioner Commissioner Commissioner Commissioner Commissioner Commissioner Commissioner SERVICE DATES 1/86 - 2d99 2/99 - Present 5/99 - Present unknown- 1/99 2/93 - 4/99 2/99- Present 8/98 - 5/99 10/97 - 2-99 2/99 - Present 6/99 - Present COMMUNITY DEVELOPMENT DEPARTI~[ENT TELEPHONE NWIV[BERS (Effective 1/21/2000) General .......................................................... 706-3670 P ermits/Lic enses/Imspections ........................ 706-3678 Parlcview Villa Office ................................... 788-6055 Section 8 Rental Assistance Program ............ 706-3676 TDD(MN Relay Service) .......................800-627-3529 Family Self Sufficiency ................................. 706-3677 Plamamg ......................................................... 706-3673 Fax ................................................................. 706-3671 E-Mail..CommunityDevetopment~ci. Columbia-Heights. MN.US H:\old filcs\templa{e~kAnnual reponl9qg.wpd C~ty oF Columi=ia Helqhts, 55421 PROTECTIVE INSPECTIONS, BUILD lNG MO~JTHLY REPORT PERMIT.'- TYPE OF CONSTRUCTION NUMBER Ol:' PERMITS ISSUED 1. Single Family Dwe11~ngs Du~lexes/Oouble Bungalow Mul~i~le D~ellings ~eslden~ial Additions ResTdentlal New Garages 7. New Commerclal/Inst. ConstJ- 8. New Indus=r~al ConstructTon ¢omm/lnst./Ind. AddnsJRemode]s 10. Comm./Inst./Ind. ReDair/Ma;nt. 11. S~gns -Permanent SDrlnklers 13. Demolitions Retalnln~ Walls 15. Fences 16. Permits w~:h ~wo or more classes TOTAL Heating Permits Plumbing Permits Sewer Peri, its Wa~er Permits TOTAL $. EStimATED-, VALUATIONS OF PERMITS 1. Single Family Dwellings 2. Du~Iexes/Obi.Bungalow, NEW New Multi,la Owellln~s Residential AddJtlons 5. Resldential Maint./Re~air 6. Resldent;al New ~arages TOTAL RE$1D£NTIAL 7. New Commercial/Ins=. Const. New Indus=rlal ¢ons=?uc=~on Comm./]ns:/Ind. Add~tions/Remod. 10. Comm./Ins:/Ind. Maint./Re~a;rs TOTAL ¢0MM./INS~/IND. 11. Signs - Permanent 12. Sprlnklers Re~ainin~ Walls Demollt~ons 15. Fences 16. Others TOTAL qRAND TOTAL VALUATIONS DECEMBER 1999 1 0 0 4 31 3 I/0 0_ 1/o/o 1/o/o 1 0 52 DECEHBER THIS YEAR 1~8 TO DATE 0 17 0 1 0 0 z t ~6 43 [ 1002 i 28 1/o 2/o 0 I 2 o/o/o ] 23/3/0 2/0/0 2o/~/1 o 1~ o ~ o 5 24 i 21 10 I 22 2 t 0 3 ~ k 39 'I 47 , ~ 252~ 305 28 641 LAST YEAF. TO De ~ 11 0 1 663 ~5 2/0 0 9~3/2 141519 ~4 17 2 0 33 -18 869 261 10 lO7 597 ISSUED 0) 150.394 ! 0 Ol 0 410.000 620 0 I 113,252 146;914 39 388,317 I 744,2'49 o 25,000 1,300 1 ~200-! 266~130 1,400,000[ ol 1,403,500 770,549 7r450 ~,000 0 , 0 6h 75.450 1,234.3~6 7,246r731 ~14,24~ 406,4k5. 1~,~61,5~o ~70,666 ) 16,~52,950 48.500) 1575500 , o( ~s.2so t 0 O} 66.1oo 140,940) .519,130 ,810,570t. 24.018.811 7,275,496 2t800,000 0 5,450.230 840,~0 9,991,070 87,509 ~q7,295 33,500 47.g77 0 9.000 625.181 16.991.7t7 ' CiTY OF COLUMBIA HEIGHTS 590 40TH AVENUE N.E., CO[.UMBIA HEIGHTS, M N 554.~. 1 -3878 f612) 782-2800 TDD 782-2.806 BATE: TO: FROM: RE: February 8, 2000 Kathy Young, Assistant City Engineer Kathryn Pepin, Permit/License Clerk 1999 Construction Summaries Seventeen (17) Single Family Owellings: 4427 N.E. 7"' St. 4015 Stinson Blvd. 4647 N.E. 4"' St. 4045 Washington St. 4148 N.E. 5"' St. 4345 N.E. 4"' St. 1105 N.E. 44 1/~ Ave. 1111 N.E. 44 1/z Ave. 3954 Arthur St. 3723 Jackson St. 3728 N.E 2 ~ Ave. 4343 Washington St. 160 N.E. 40"' Ave. 549 N.E. 38"' Ave. 545 N.E. 38"' Ave. 956 N.E. 42 1/z Ave. 1111 N.E. 46"' Ave. One (1) New Two Family Dwelling: 8771679 N.E. 43~ Ave. Five (5) Residential Oemolitions: 4015 Stinson Blvd. 827 N.E. 38"' Ave. 3913 Polk St. 1260 N.E. 46"' Ave. 315 N.E. 44"' Ave. Two (2) New Commercial Structures: 4329 Central Ave. "' 4099 Central Ave. One (1) New Industrial Structures: 627 N.E. 38"' Ave. One (1) New Institutional Structure: 637 N.E. 38"' Ave. Four (4) Commercial Demolitions: 3701 Central 4150 Central 4200 Central 4329 Central Ave, Ave. Ave. Ave. Paoc ~ 20 Commercial Remodels: Four (4) Institutional Remodels: 4747 Central Ave. 4011 Central Ave. 4029 Central Ave, 5060 Central Ave. 4027 Central Ave. 4037 Central Ave. 403g Central Ave. 4041 Central Ave. 4043 Central Ave. 4045 Central Ave. 4053 Central Ave. 4055 Central Ave. 4057 Central Ave. 4059 Central Ave. 4069 Central Ave. 4079 Central Ave. 4056 Central Ave. 3836 Stinson Blvd. 4300 Central Ave. 4945 Central Ave. 3951 Central Ave. '!'!'!'! Reservoir Blvd. 4458 Reservoir Blvd. 900 N.E. 49"' Ave. 1400 N.E. 49"' Ave. c: K. Anderson, D~r. Comm. Dev. _LICENSES ANNUALLY ISSUED Beer: Off Sale On Sale Single Event Club Carnivals Christmas Tree Sales Lots Cigarettes: Counter Sales Machine Contractors: Concrete/Masonry General Heating Plumbing Courtesy Benches (# of benches) Games of Skill/Musical Devices Garbage/Rubbish Haulers Gasoline Stations Liquor: Club On Sale On Sale Liquor On Sale Limited Liquor Sunday On Sale Liquor On Sale Wine Sunday On Sale Wine Temporary On Sale Wine LP. Gas Sales Massage Therapy Business Massage Therapist, Individual Motor Vehicle Sales Pet Shops Pool/Billiard Hails Popcorn,Candy & Ice Cream Vehicles Secondhand Merchants Taxicab Drivers Taxicab Vehicles Transient Merchants/Solicitors Tree Removal/Treatment Contractors Truck/Trailer Rental 1998 12 7 4 1 0 21 2 2O 109 72 64 1(23) 13 6 " .7 2 4 1 7 2 1 2 2 1 1 2 2 1 0 5 18 15 g 11 3 1998 FEES 81,200.00 1,750.00 Waived 2OO.OO 0 900.00 lOO.OO 800.00 4,360.00 2,880.00 2,560.00 575.00 3,250.00 300.00 1,015.00 300.00 25,200.00 5,400.00 1,200.00 2,941.00 200.00 Waived 50.00 500.00 100.00 400.00 100.00 100.00 0 250.00 380.00 1,125.00 550.00 550.00 150.00 1999 11 3 5 2 0 21 O 13 119 69 60 I 13 0 7 2 4 1 7 1 0 1 2 1 2 2 3 1 0 4 18 14 3 12 3 (22) 1999 FEES 1,100.00 1,050.00 Waived 500.00 0 1,800.00 0 650.00 5,950.00 3,450.00 3,000.00 550.00 4,250.00 0 980.00 300.00 25,200.00 5,400.00 1,200.00 2,000.00 0 Waived 100.00 500.O0 200.00 400.00 150.00 100.00 0 400.00 400.00 1,050.00 150.00 600.00 150.00 TOTAL LICENSES ISSUED/REVENUE 428 859,366.00 4O3 61,580.00 COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: ORIGINATING EXECUTIVE NO: DEPARTMENT: EDA DIRECTOR APPROVAL ITEM: Section 8 Report BY: Ken Anderson ~, --BY: DATE: March 16, 2000 BACKGROUND: Attached is the Section 8 Report which details all Section 8 participants leased up through March 1, 2000. The Columbia Heights EDA was issued an allocation of 25 Vouchers and 25 Certificates. Of those, we have issued 31 Vouchers and 14 Certificates for a total of 45 which is an increase of nine (9) fi:om last month. This brings our utilization up to 90 percent. By October of 2000, all Certificates will be phased out and new Housing Choice Vouchers issued at the time re-certifications are completed. Budget reports, utilization reports and year end statements are being prepared for submission to HUD. ANALYSIS: Section 8 Report: We have contacted the Minneapolis PHA which currently has 9 participants porting in to Columbia Heights (4 certificates, 5 vouchers). We absorbed those persons to increase our utilization rate to 90% from 72% last month. The number of port-outs for February, 2000 is at three (3). This is the same number as last month. Of the three (3), two (2) are Vouchers and one (1) is a Certificate. Although they do not reside in Columbia Heights we continue to count them in our utilization report unless they are absorbed by the new jurisdiction. Otherwise, the jurisdiction will bill us for the Housing Assistance Payment and 80 percent of our administrative fee. The number of portability units remained the same as during January. We currently administer a total of 70 portability Vouchers and Certificates. This number has consistently moved downward over the last two years. This breaks down into 39 Vouchers and 31 Certificates. These are participants that were originally issued their assistance in another jurisdiction but have elected to move into Columbia Heights. For the portability vouchers and certificates, we bill the originating jurisdiction for the Housing Assistance Payment and 80 percent of their administrative fee. RECOMMENDED MOTION: Attachments Move to receive the Section 8 report as written. DA ACTION: Section 8 Monthly Report Participants Leased-Up Effective MARCH 1, 2000 Bedroom Size No. of Certificates No. of Vouchers Total 0 0 0 0 1 1 1 2 2 10 19 29 3 3 11 14 4 0 0 0 Total 14 31 45 :::::::::::::::::::::: .......~:: . .:::.::: -.::. Bedroom Size No. of Certificates No. of Vouchers Total 0 0 1 1 1 11 13 24 2 14 19 33 3 5 6 11 4 1 0 1 Admin. Fee ($38.81) $1,203.11 $1,513.59 $2,716.70 Section 8 Monthly Report March 1, 2000 Page 2 Bedroom Size No. of Certificates No. of Vouchers Total 0 0 0 0 1 0 1 1 2 0 1 1 3 1 0 1 4 0 0 0 Total 1 2 3 G:\Sec~ion 8K%c6on g monthly r~-port for Mar 2000.wlxl COLUMBIA HEIGHTS ECONOMIC DEVELOPMENT AUTHORITY (EDA) Meeting of: March 21, 2000 AGENDA SECTION: DEPUTY EXECUTIVE ORIGINATING EXECUTIVE DIRECTOR REPORT DEPARTMENT: EDA DIRECTOR NO: APPROVAL ITEM: EDA/HRA TAX LEVIES AND BY: Ken Anderson BY: CREATION OF EDA DATE: March 17, 2000 ~.'" BACKGROUND: As a result of questions raised by a prominent individual in the community at a previous City Council meeting, staff has requested and received written correspondence from the EDA Legal Counsel regarding two issues. The first involves the authorization of the EDA to levy taxes as a Housing and Redevelopment Authority. You will note a letter dated March 9, 2000 is attached which describes the authorization to levy taxes by both the HRA and the EDA. In short, it is very clear that his legal opinion is such that Columbia Heights has full legal authority to impose a tax levy for the benefit of the EDA and a separate levy for the I-IRA. The second issue evolved around the creation of the Columbia Heights Economic Development Authority and the questions associated with the creation of this organization in January of 1996. In the letter from Steve Bubul dated August 20th, 1999, he has rendered an opinion that the Columbia Heights Economic Development Authority has been "duly created and organized under existing Minnesota law and city ordinances". This information has also been mailed to the individual who had requested a written legal opinion about the tax levies. RECOMMENDATION: Staff recommends the Commissioners maintain this written correspondence which documents the proper creation and power to levy taxes by the EDA using its HRA powers and by the City on behalf of the EDA. RECOMMENDED MOTION: NONE. Attachments: March 9th, 2000 Letter August 20th, 1999 Letter EDA ACTION: H: \Consent\EDA-HRA Tax Levy.wpd ARTERED 470 Pillsbury Center 200 South b~xth Street Minneapolis MN 55402 (612} 337-9300 telephone (612) 337-9310 fa: http:/iwww, kennedy-graven.com March 9, 2000 Walt Fehst r~ T m ~ T-Te~g~t~ C.l,.u..b,a ......Econervac Development Authority 590-40th Avenue Northeast Columbia Heights, Minnesota 55421-38'35 -- '"" Direct Dial (612) 337-9228 abd~ ~ .~abubul~kennedy-graven.c om RECEIVED 1 4 2000 20MMUNITY DEVELOPMEN-i RE: EDA/HRA Tax Levies Dear Walt: You asked me to summarize the authority of the EDA and City to lew taxes for operation of the EDA. There are two sources of authority for such a lew, explained below: 1. HRA lew Under Minnesota Statutes, Sections 469.091 an EDA has all the po~vers of a housing and redevelopment authority under Sections 469.001 to 469.047 (the "HRA Act"), unless those powers are limited by the City's enabling resolution that established the EDA. The enabling resolution that established the Columbia Heights EDA contained no such limitations. Under Minnesota Statutes, Section 469.033, an HRA may lew,/a tax on its area of operation for the purposes authorized under the HRA Act, subject to consent by the city council. The levy may not exceed .0144 percent of the taxable market value in the City. At the time the EDA was created, the City Council transferred the control, authority and operation of all existing projects and programs camed out by the Colt~bia Heights HRA to the new EDA, as permitted under Section 469.094, subdivision 2. The clear intent of that action was to consolidate development and redevelopment activities under the jurisdiction of the EDA (which is also clearly what the EDA statute was intended to foster.) Since the EDA has all the powers of an I-IRA, and the EDA now controls and operates all projects tbrmerly carried out by the H1LA., in my view the EDA has authority to raise the levy under section 469.033, subject to the same limitations and procedures that xvould apply if it were levied by the HRA. Most importantly, the levy proceeds must be used for housing ,and redevelopment activities authorized under the H~RA Act. SJB-177307vi C[.205-3 Walt Fehs? March 9, 2000 Page 2 of 2 This levy is technically raised by the EDA (using its powers as an HRA), not the City. The levy amount is above and beyond any levy limits that apply to the City. 2. EDA levy Minnesota Statutes, Section 469.107 provides separate authority for a tax levy to benefit the EDA. Under this provision, the City levies the tax at the request of the EDA. The amount levied is limited to .01813 percent of the taxable market value in the City (a higher levy is permissible but subject to reverse referendum). This levy is different from the HRA levy in two respects. First, it is made by the City for the benefit of the EDA, at the EDA's request. The amount is within the City's overall levy limits. As such, it is essentially the same as an appropriation to the EDA fi.om the City's general funds. Second, the statute does not expressly limit the proceeds to any particular use, but the implication is that they may be used for any activity an EDA is authorized to carry out under Minnesota Statutes, Sections 469.090 to 469.1091 (the "EDA Act"). Those uses include housing and redevelopment activities under the HRA Act, but also broader economic development activities. Nothing in the statute suggests that the levy made by the City under Section 469.107 limits the ability of the EDA to raise the "HRA levy" under Section 469.033. In fact, some cities have both an EDA and an active HRA, where the city raises the EDA levy and the HRA (with council consent) raises the HRA levy. There is no reason why the two levy powers should not be available simply because the HSLA activities have been consolidated into the EDA. Again, the clear purpose of the EDA Act was to provide a single body to carry out various development and redevelopment activities, without diminishing the ability to finance those activities. While the statute does not apparently require any particular allocation of proceeds of the two levies, development activities beyond the scope of activities funded by the "HRA levy." This allocation avoids any suggestion that the levies are duplicative. If you have further questions on these points, please let me know. Very tp41y yours,' Stephen J. Bubul SJB- 177307v I CL205-3 A R T E R E D 470 Pilisbur7 Cente; 200 South Sixth Street Minneapolis MN 55402 (612) 337-9300 telephone (612) 337-9310 fax htrp:l lwww. kennedy-graven.com RECEIVV ' Li 1999 DEVE, LOPMEN'~ August 20, 1999 Walt Fehst Executive Director Columbia Hei~hts Economic Development Authority 59040i Avenue Northeast Columbia Heights, Minnesota 55421-3835 RE: Creation of Columbia Heights 'Economic Development Authority Dear Walt: We have rev/ewed the resolutions and certified proceedings related to establishment of the Columbia Heights Economic Development Authority (CH2EDA), including City Resolution No. 96-01 (the enabling resolution), City Resolution No. 96-02 (transferring projects from the ~ to EDA); City Resolution 96-03 (appointing initial EDA commissioners); City Resolution No. 96-04 (transferring HRA employees to EDA); HRA Resolution No. 96-01 (transferring projects, programs and contracts from H2RA to EDA), and such law and other documents we have deemed necessary to render this opinion. As to ouestions of material fact, we have relied upon the certified proceedings and other certifications of public officials furnished to us without tmdertaking to verify the same by independent investigation. Based upon the foregoing, we are of the opinion that the CHEDA has been duly created and organized under existing Minnesota law and City ordinances. KENNEDY & GRAVEN, CHA~TERED By ~ Step~J. Bt}6ul' ~ Ken Anderson Randy Schumacher 67674 ,72102-13 85 E. SEVENTH :~U~T PALLL. 4gl 22)-~:X)0 FRX: SP INGSTFD March 3, 2000 Mr. Ken Anderson Community Development Director 590 40a Avenue Northeast Columbia Heights, MN 55421-3878 TIF District Cash Flow Analysis Annual UlXlate 1999 State Auditor TIF Reports Dear Mr. Anderson: The City of Columbia Heights has requested a proposal for the completion of the City's 'I'IF repo~ng forms to the State Auditor and also an update to the City's TIF District Cash Row Analysis. Springsted will be relying on information subm~cl by City staff, Anoka County, and the Department of Revenue. 1999 State Auditor TIF Rep~rt~ Spnngsted would like to propose an hourly billing with a not to exceed amount of $5,000. This would be performed for taxes payable year 1999 for all the City's TIF Districts. As with pdor year reports, any historical reconciliation, necessary or requested, may require an adjustment to this quote. This would only be done with pdor City approval. TIF Distrfct Cash Flow Analysis Annual Upda~ Spdngsted would like to propose an hourly billing with a not to exceed amount of $2.900. This would include an update of 'i'IF projections and recommendations for all of the City's TIF Districts. Please feel free to call me with any questions at (651) 223-3053. Thank you. Sincerely, ....... Nick M. Skadch Project Manager /St. Paul Office S, Ai,'~iT P~,I,I,L..',t~"a - M~EAPOLI.~..'~N ,, ILROOKt~lr;.I~.Wi . .appLETON, ,,¥-[ . OVERI.~ND E~RK. KS · ',~,:~'iNGTON. [XC · DES MOL'~E$. Li