2004-04-27AGENDA
MOUND HOUSING AND REDEVELOPMENT AUTHORITY
April 27, 2004
7:15 P.M.
..Page
1. Open meeting
o
o
Action approving agenda, with any amendments
Action approving minutes: March 23, 2004 regtdar meeting
Action setting special meeting workshop with Mound Harbor
Renaissance regarding dockage proposed to be located at the Lost
Lake District: May 18, 6:30 p.m.
Report on Indian Knoll Manor by Cindy Reiter of Westport Properties,
with any necessary action
Adjourn
2-21
MARCH 23, 2004
The Mound Housing and Redevelopment Authority of and for the City of Mound,
Minnesota, met in regular session on Tuesday, March 23, 2004, at 7:20 p.m. in the
council chambers of city hall.
Members Present: Chairperson Pat Meisel; Commissioners Bob Brown, Mark Hanus,
David Osmek and Peter Meyer.
Others Present: Executive Director Kandis Hanson, City Clerk Bonnie Ritter,
Community Development Director Sarah Smith, Klm Britz
1. Open Meetinq
Chairperson Meisel called the meeting to order at 7:20 p.m.
2. Approve Agenda
MOTION by Brown, seconded by Osmek to approve the agenda. All voted in favor.
Motion carried.
3. Approve Minutes
MOTION by Osmek, seconded by Hanus to approve the minutes of February 24, 2004.
All voted in favor. Motion carried.
4. Report on Indian Knoll Manor
Kim Britz of Westport Properties reported as follows:
A. February Bank Statement
B. January Income Statement
C. Review of Bills: MOTION by Osmek, seconded by Brown to approve payment of
the 3/16/04 bills in the amount of $51,990.19. All voted in favor. Motion carried.
D. Managers Report: nothing new at this time.
E. Resident Council Report: Britz indicated that the resident meetings are not well
attended and they haven't appointed a representative to sit on the HRA Board.
Brown asked if he should attend a tenant meeting and personally invite someone
to sit on the board. Britz indicated to Brown that if he were willing to do this, he
will be contacted when the next meeting is set.
5. Adjourn
MOTION by Brown, seconded by Osmek to adjourn at 7:24 p.m. All voted in favor.
Motion carried.
Attest: Bonnie Ritter, City Clerk
Chair Pat Meisel
INDIAN I~NOL-L.
,~prf, L aY, :~oo~
-2-
MN 55479
Page 1 of 4
494
Accounf Nurn her:
statement End Date:
Nurn'ber of Enclosures:
M;hi.hl',,,Ih,ll,,,h,l',,,Ihlh,,d,lli,,M,,h,,ll,li,,I
HOUS~.NG & E~DE~ELOP~ENT AUTHOE~TY
SPECIAL ACCOUNT
CITY OF HOUND
FI. NANCE DIRECTOR
any queshons about this si~tement or your accounts, call: 800~225-5935 (1;800-GALL-WELLS).
57
~ eginnii~'g. D ePo~itsl
Bala'[~e - Credits
· cari'~lo"l~oth
WithdraWals/ Ending
· O~bits Balance
B~UEi~e~FS~Vices
M i sc Pay.031904 4109624218601'03
1 .... *'**'hud Opbrating Fund MN0740
t Payment
or' cd'Il
4,%001.32
-3-
o~l, ng:':& R ed.e, vetopment. Authority
p'b~l§[Account '
Page 2 of 4
·
Account Numbe~': '
statement End Date:
·
Withdrawals and Debits ............................................................................................... : ......................
Date Transaction Detail :,, Amount
Mar 15 Return Item Co 0405f5 :' - 262.00
Mar 15 Return Item Fee Co 0403t5 . · - 5.00 '
~.2~ ~.~- -:': :;4 ~:"',"- *~2~.: ~:: ~-:
c~e~ ~id ..................................................................... , ..... ' ............ ~*?.?,'~ ................................
Check # Date AmoUnt Che~3# , , ~ '"~* '- D~ate~ ,:' Amount
.......... ' T'*" 7: ~ *~;':T~ ............... -,,~.'7-'~:::~:'" ~ ;' '%: ................
95;00 f 492 l ~27
002 Mar 04
14q0 * Ma'rOt
144_6 * Mar. Ol Ma~ O~,
lJl~ * M~r 0I
~a~ 03
M~'.
Date Batabce Date` ' ....~.~ce
..... ~'~;0.1 3&8.~St'~. M~ 1:5 .::: ,.,.. · '.' 3~ 2~38
Ma~ O2
in{crest summary ......................................................
Annual petden~age Yield. Ear'ed This Period 0.04%
tnter~st Eet~e'~:'D'Urih'~ Thi~ PeYio~ · - f.24
Year to oate l~terest a~d BOnuses Paid 6:i:3
Total Interest and Bonuses Earned In 2~3 -, 53.34
:onti~ued on n~xt
-4-
blousii ::"&'Redevelopment Authority
Specia~ ~c~OUnt
For Your Interest'
Page 3 of 4
496
Account"Number: 000-0033530
Statemen'f End Date~
Effective APril l, 2004 if a check-d~a~Vn'ag&ih~t j~our Well~'Fa*rgo accoUht is pfesented"bver, the. counter by a person
whO' does'not have a deposit, accountat Wells *Fargo, the bank Will charge a $5'fee Per Check (on checkS' $~00 or
more) t° the person presentihg the check as a eondition~ for.paying thp check.-Pleas¢ )u
h~{/e questions. o~ ~f yo'U:are required f~)r any read'On to 'haVe a' Pla~e ~i~/:e your ~eC
fee.
C~)ntinubcl on next page
-5-
AIBIA
Summary Statement
March 2004
For more information, call MBIA Asset Management at (800)395-5505
Fax: (800)765-7600
Mound Housing and Redevelopment Auth.
Account Numbe~' MN.01.02S8-2001 Account Name: GENERAL FUND
' Beginning Contributions 'Withdrawals Income A~erage Daily ' Month End
Balance Earned Balance Balance
This Month $288,587.66 $0.00 $0.00 $181.41 $288,679.10 $288,769.07
Fiscal YTD
!Ending 12/31/0~ $278,231:$0 $10,000.00 $0.00 $537.57 ,$283,116.93 .$288,769.07
Account Number:. MN-01-0258-2002 Account Name: MOUND HUD
'Beginning Contributions ' Withdrawals Income ' ' Average' Daily Month End
Balance Earned Balance Balance
Thi~ Month $11,447.99 $0.00 $0.00 $7.19 $11,4'51.60 ' ' $11,455.18
Fiscal ~
Ending 12/31/04 $11,433.37 $0.00 $0.00 $21.81 .$.11,4~4.45 $11,455.18
Total of all accounts
Beginning Contributions Withdrawals Income Average Daily Month End
Balance Earned Balance Balance
This Month $300,035.65 $0.00 $0.00 $i88.60 $300,130.70 . $300,224.25
Fiscal YTD
Endin$ $289,664.87 $1o,o00.09, $o.oo . . $559.38 . $294,561.38 $300,224.25
Page: 1
-6-
Statement
March 2004
For more information, call MBIA Asset Management at (800)395-5505
Fax: (800)765-7600
Mound Housing and Redevelopment Auth.
Account Number: MN-01-0258-2001
Account Name: GENERAL FUND
Date Description Contributions and Withdrawals Balance Transaction
Income Earned Number
03/01/04[ Be~innin§ Balance $288,587.66
Income Earned for the month $181.41
03/31/04 Ending Balance $288,769.07
Summary
Beginning Balance
Contributions
Withdrawals
Income Earned
Month End Balance
Average Daily Rates
Average Annualized Yield
March 2004
$288,587.66
$0.00
$o.oo
$181.41
$288,769.07
0.74%
0.74%
Fiscal YTD'Ending (12/31/04)
$278,231.50
$10,000.00
$o.oo
$537.57
$288,769.07
0.76%
0.77%
March 2004
Page: 2
-7-
Statement
March 2004
I
For more infOrmation, call MBIA Asset Management at (800)395-5505
Fax: (800)765-7600
Mound Housing and Redevelopment Auth.
Account Number: MN-01-0258-2002
Account Name: MOUND HUD
Date DeScription Contributions and Withdrawals Balance Transaetion
Income Earned Number
03/01/04 Beginning Balance $11,447.99
Income Earned for the month $7.19
03/31/04 Ending Balance $11,455.18
Summary
Beginning Balance
Contributions
Withdrawals
Income Earned
Month End Balance
Average Daily Rates
Average Annualized Yield
$11,447.99
$0.00
$o.00
$7.19
$11,455.18
0.74%
0.74%
Fiscal YTD Ending (12/31/04)
$11,433.37
$0.00
$0.00
$21.81
$11,455.18
0.76%
0.77%
Mnrch 2004
Page: 3
-8-
Mound, MN Public Housin¢~
2020 Commerce Boulevard
Mound. MN 55364
As OF
Februarv 29, 2004
BALANCE SHEET
ASSETS
111101 -
111700-
112200-
112201 -
112900-
116200-
121100-
140002-
140003-
140005-
140007-
140008-
140009~
!4~016-
140017-
Cash General Fund
Petty Cash
Tenants Accounts Receivable
Allowance for Doubtful Accounts
City of Mound
General Fund Investments
Prepaid Insurance
Development Cost
Development Cost Contra
Accumlated Depreciation
Buildings
Furniture,Equipment,Machines-Dwelling
Furniture,Equipment, Machines-Admin
Land Improvements
Building Improvements
140055 - Mod Cost Complete
140095 - Mod Cost Uncomplete
150600 - Mod Cost Uncomplete Contra
TOTAL ASSETS
SURPLUS AND LIABILITIES
211400 - Tenants Security Deposits
211499 - Security Deposit Interest
212900 - Notes Pay Levy Fund
213700 - Payment in Lieu'of Taxes
213701 - PILOT Current Year
280200 - HUD PHA Contribution
280600 - Retained Earnings
Current Year Net Activity
TOTAL SURPLUS AND LIABILITIES
23,297.06
100.00
1,773.00
(86o:oo)
910.11
11,433.37
3,116.62
1,505,904.64
(2,042,760.55)
(1,693,937.69)
1,642,970.53
31,901.13
16,477.02
8,680,00
516,849.64
536,855.91
70,559.13
(21,726.00)
611~544.01
(9,678.OO)
66.19
(8o,ooo.oo)
(3,915.80)
(1,047.05)
(391,547.73)
(125,102.80)
(318.82)
(611.544.01)
Mound, MN Public Housin~
2020 Commerce Boulevard
Mound, MN 55364
As Of
February29,2004
Statement of Operating Receipts & Expenditures
311000 - Dwelling Rental
312000 - Excess Utilities
Total Rental Income
361000 - Investment Interest/General Funds
369000 - Other Income
802000 - Operating Subsidy
Total Other Operating Receipts
Total Receipts
Expenses
411200 - Manager Payroll
413000 - Legal Expense
414000 - Staff Training
415000 - Travel
417000 - Accounting Fees
417100 - Auditing Fees
419000- Sundry-Administrative
419500 - Outside Management
Total Administrative Expense
422000 - Tenant Services
Total Tenant Services Expense
431000- Water
432000- Electricity
433000- Gas
439000 - Other Utility Expense
439100 - Garbage Removal
Total Utilities Expense
440000 - Maintenance & Operation
441000 - Maintenance Labor
442000- Materials
443000 - Contract Costs
Total Maintenance Expense
YTD Over
Current YTD Prorated (Under)
Activity Balance Budget Budget
(9,825.00) (48,972.19) (53,379.1 5) (4,406.96)
0.00 (222.55) (291.65) (69.10)
(9,825.00) (49,194.74) (53,670.80) 4,476.06
(2.25) (36.33) (179.1 5) (142.82)
(289.71) (2,083.38) (729.1 5) 1,354.23
(8,298.00) (20,745.00) (24,270.40) (3,525.40)
(8,589.96) (22,864.71) (25,178.70) 2,313.99.
(18,414.96) (72,059.45) (78,849.50) 6,790.05
713.58 13,930.59 16,333.35 (2,402.76)
0.00 0.00 583.35 (583.35)
297.00 558.95 562.50 (3.55)
15.21 159.37 93.75 65.62
195.00 977.93 1,477.10 (499.17)
5,500.00 5,500.00 2,016.65 3,483.35
2,169.87 6,045.17 4,295.85 1,749.32
850.00 3,400.00 4,250.00 (850.00)
9,740.66 30,572.01 29,612.55 959.46
0,00 0,00 500.00 (500.0o)
0.00 0.00 500.00 (500.00)
337.90 797.50 1,416.65 (619.15)
1,046.71 4,251.08 4,958.35 (707.27)
8,304.81 15,724.20 6,041.65 9,682.55
3,253.32 5,984.49 3,666.65 2,317.84
399.39 1,496.39 2,250100 (753.61 )
13,342.13 28,253.66 18,333.30 9,920.36
2,430.41 12,531.17 22,220.85 (9,689.68)
0.00 4,729.42 0.00 4,729.42
726.74 2,309.01 3,750.00 (1,440.99)
4,785.20 11,111.09 4~166.65 6,944.4.4..
7,942.35 30,680.69 30,137.50 543.19
Mound, MN Public Housin¢~
2020 Commerce, Boulevard
Mound, MN 55364
As Of
Februarv 29. 2004
Statement of Operating Receipts & Expenditures
451000 - Insurance
452000 - Pmts In Lieu Of Taxes
454000 - Employee Benefit Contributions
Total General Expense
YTD Over
Current YTD Prorated (Under)
Activity Balance Budget Budget
5,145.16 7,178.87 6,041.65 1,137.22
(175.86) 1,047.05 3,533.35 (2,486.30)
1,755.28 4,304'.80 4,012.50 292.30
6~724.58 t2~530.72 13~587.50 (1~056.78)
Total Routine Expense
601000 - Prior Year Adjustments-Cash
Total Nonroutine Expense
Total Expense
37~749.72 102~037.08 92~170.85 9~866.23
0.00 (605.45) 0.00 (605.45)
0.00 (605.45) 0.00 (605.45)
37~749.72 101~431.63 92~170.85 9~260.78
3
Printed: 04117104
CHECK DETAIL
Bank Account 1017 -- Wells Fargo - Indian Knoll Man
Westport Properties
Page 1
Checl~ Date Payee
Prop ID
Bank Acct Check Memo Check Total
Acctg Distribution Memo Bill Ref # Dist Amt
1495 03/01/04 Westport Properties
IKM 5000
1017 Wells Fargo - Indian Kno...February Mgmt Fee
Management Fees
850.00
Total for Check # 1495
850.00
1496 03/1~04 Salsburylndustfies
IKM 5217
1017 Wells Fargo-Indian Kno...Order No. Ord-420428
Mailbox
164.00
Total for Check # 1496
164.00
1497 03/05/04 Classifieds
IKM 5012
1017 Wells Fargo - Indian Kno...Customer No. 5657
Marketing Expense 29449
68.00
Total for Check # 1497
68.00
1498
03/05/04 Electro Watchman, Inc 1017 Wells Fargo - Indian Kno...Customer # 3477
IKM 5208 Security 7974
150.00
Total for Check # 1498
150.00
1499
03/05/04 Ikon Office Solutions 1017 Wells Fargo - Indian Kno...Cust # 14xllr
IKM 5040 Telephone/Fax/Internet 23130437
43.20
Total for Check # 1499
43.20
1500
03/05/04 Minnesota Elevator Inc 1017 Wells Fargo - Indian Kno...Cust No. 2498
IKM 5200 Maintenance Contracts cd25797
169.27
Total for Check # 1500
169.27
1501
03/05/04
IKM
IKM
IKM
Mound True Value Hardware 1017 Wells Fargo - Indian Kno...Customer #1900
5202 Maintenance Supplies X07750
5202 Maintenance Supplies X07845
5202 Maintenance Supplies X07264
15.87
6.68
15.09
Total for Check # 1501
37.64
1502
03105/04 Westport Properties 1017 Wells Fargo - Indian Kno...
IKM 5025 Postage Expense 01/04 Postage
IKM 5025 Postage Expense 02/04 Postage
23.17
10.73
Total for Check # 1502
33.90
1503
03/10/04 AT&T
IKM
5040
1017 Wells Fargo - Indian Kno...Acct. 023-13225982
Telephone/Fax/Internet 13225982.0204
48.79
Total for Check # 1503
48.79
1504
03/10/04
IKM
Browning-Ferris Industries 1017 Wells Fargo - Indian Kno...
5315 Rubbish Removal
1-0200-1113356-
0402
465.14
Total for Check # 1504
465.14
1505
03110/04 B Sylvester
IKM 5020
1017 Wells Fargo - Indian Kno...Mound Hra
Accounting Expense_ 'l 2 - March 1, 2004
62.00
Printe~d: 04/17/04
,I ~, .... IlL
CHECK DETAIL Page 2
Bank Account 1017 -- Wells Fargo - Indian Knoll Man
Westport Properties
Check# Date
Prop ID
Payee Bank Acct CllgCk Mom0 Check Total
Acct# Distribution Memo Bill Ref # Dist Arm
1506 03/10/04
IKM
1507 03/10/04
IKM
1508
1510
1511
1512
1513
1515
03/10/04
IKM
IKM
IKM
IKM
IKM
IKM
03/10/04
IKM
03/10/04
IKM
03/10/04
IKM
03/10/04
IKM
03/10/04
IKM
03/10/04
IKM
03110/04
IKM
Total for Check # 1505
C. Naber & Associates 1017 Wells Fargo - Indian Kno...Client # 273
5020 Accounting Expense 26943
Total for Check # 1506
Deluxe Business Solutions 1017 Wells Fargo - Indian Kno...Customer No. 0465130801
5055 Misc Administrative Expense 14053237
Total for Check # 1507
95.00
152.77
Home Depot Credit Services 1017 Wells Fargo - Indian Kno...Acct. 6035 3220 0649 9994
5202 Maintenance Supplies 1010021 239.29
5202 Maintenance Supplies 5021925 21.07
5202 Maintenance Supplies 5011511 16.53
5202 Maintenance Supplies 6020139 10.60
5202 Maintenance Supplies 20776 27.60
5202 Maintenance Supplies 8011514 56.36
Total for Check # 1508
The I.T. Machine, Inc 1017 Wells Fargo - Indian Kno...
5022 Professional Fees 1809
Total for Check # 1509
1017 Wells Fargo - Indian Kno...Acct. 373121-97353
Maintenance Contracts 61602852
Total for Check # 1510
IOS Capital
5200
Knr Communication Services, In 1017 Wells Fargo - Indian Kno...
5208 Security 28143
Total for Check# 1511
Mound True Value Hardware 1017 Wells Fargo - Indian Kno...Acct. 1900
5202 Maintenance Supplies Acct. 1900
February
Total for Check # 1512
1017 Wells Fargo - Indian Kno...Accountg 35005886
Office Supplies 232305193-001
Total for Check # 1513
Office Depot
5065
On Time Delivery Service 1017 Wells Fargo - Indian Kno...Acct. 5356
5025 Postage Expense 02290405356
62.00
Total for Check # 1514
95.00
Rental Research Services 1017 Wells Fargo - Indian Kno...Acct. Y87232
5035 Credit Check Expen _ ~ 3 - Y87232
152.77
371.45
150.00
150.00
288.98
288.98
120.00
120.00
25.83
25.83
118.75
118.75
96.20
96.20
232.50
Printed: 04/17/04 CHECK DETAIL Page 3
Bank Account 1017 -- Wells Fargo - Indian Knoll Man
Westport Properties
Check# Date Payee Bank Acct Check Memo Check Total
Prop ID Acctg Distribution Memo Bill Ref # Dist Amt
Total for Check # 1515
1516 03/10/04 SBC Paging 1017 Wells Fargo - Indian Kno...Acct. 483260
IKM 5040 Telephone/Fax/Internet 48326003042 6.31
Total for Check # 1516
1517 03/10/04 Xcel Energy 1017 Wells Fargo - Indian Kno...
IKM 5300 Electric Expense 1920-008-243-057 1,028.62
1518
1519
1520
1521
1522
03/11/04
IKIvl
IKM
IKM
IKM
03/17/04
IKM
IKM
03115104
IKM
IKM
03115104
IKM
03115104
IKM
03115104
IKM
03/15/04
IKM
1523
1524
Total for Check # 1517
Westport Properties Payroll 1017 Wells Fargo - Indian Kno...Payroll 2/24/04-3/10/04
5200 Maintenance Contracts
5201 Cleaning Contracts
5225 Management Contracts
5225 Management Contracts
Total for Check # 1518
Svoboda, Robert
2100
5060
1017 Wells Fargo - Indian Kno...Security Deposit Refund
Security Deposit Liability
Security Deposit Interest Exp
Total for Check # 1519
Centerpoint Energy Minnegasco 1017
5305 Gas Expense
5305 Gas Expense
Wells Fargo - Indian Kno...
543-002-931-401
Mar
543-002-050-900
Mar
Total for Check # 1520
Frontier
504O
1017 Wells Fargo - Indian Kno...
Telephone/Fax/Internet 9524725078/071671
Total for Check # 1521
Ikon Office Solutions 1017 Wells Fargo - Indian Kno...Cust # 14xllr
5040 Telephone/Fax/Internet 23170282
Total for Check # 1522
Minnesota Elevator Inc 1017 Wells Fargo - Indian Kno...Cust No. 2498
5200 Maintenance Contracts CD26861
Total for Check # 1523
Personal Concepts Limited 1017 Wells Fargo - Indian Kno...Customer # 868131
5065 Fed Injury Program & Signs 1291068A
Total for Check # 1524
232.50
6.31
1,028.62
1,229.63
1,017.50
1,035.90
766.75
4,049.78
250.00
1.04
251.04
2,358.97
326.00
2,684.97
434.11
434.11
43.20
43.20
169.27
169.27
146.80
146.80
1525 03/15/04 Westport Properties Payroll 1017 Wel'2 ~4,o - Indian Kno...
Printed: 04/17/04
CHECK DETAIL
Bank Account 1017 ~- Wells Fargo - Indian Knoll Man
Westport Properties
Page 4
Check~ Date Payee
Prop ID
Bank Acct Check Memo Check Total
Acct# Distribution Memo Bill Ref # Dist Amt
1527
1528
1529
IKM
IKM
IKM
IKlVl
03/29/04
IKM
03/29/04
IKM
03/29/04
IKM
5225 Management Contracts-Kim Britz 032404 Payroll
5225 Management Contracts-Theresa Wallum 032404 Payroll
5201 Cleaning Contracts-Allison Charles 032404 Payroll
5200 Maintenance Contracts 032404 Payroll
All Safe Fire & Security
5208
AT&T
5040
Park Supply, Inc.
5202
Total for Check # 1525
1017 Wells Fargo ~ Indian Kno...Work Order # 11526
Security 57016
Total for Check # 1527
1017 Wells Fargo - Indian Kno...
Telephone/Fax/Internet 13225982 Mar
Total for Check # 1528
1017 Wells Fargo - Indian Kno...Acct # Moun24
Maintenance Supplies 47816900
Total for Check # 1529
719.38
1,123.90
990.00
1,217.63
4,050.91
89.75
89.75
45.42
45.42
53.79
53.79
Total of Checks For Bank Account# 1017
Total of 34 Checks For All Bank Accounts
16,797.39
16,797.39
-15-
PHA/IHA Board Resolution and Urban Development
Approving Operating Budget or Calculation of Office of Public and Indian Housing
Performance Funding System Operating Subsidy
Public Reporting Burden for this collection of information is estimated to average 15 minutes per response, including the time for reviewing instructions, seamhing
, . ces atherin andmaintainingthedataneeded~andc~mp~etingandreviewin.gthec~[~ect'i~n~fin~f.~`^rr~`na`t!~n. This, agen.eymayn°tc°nduet
existing data sour , g . g ...... ,,_A,;~ r,f infc~rmatinn unless that collection oisptays a vails IOMI:I control numt~er.
or sponsor, and a person IS not requlreo Io respona
This information is required by Section 6(c)(4) of the U.S. Housing Act of 1937. The information is the operating budget for the low-income housing program
and provides summa~ of proposed/budgeted receipts and expenditures, approval of budgeted receipts and expenditures, and justification of certain specified
amounts. HUD reviews the information to determine if the operating plan adopted by the PHA and the amounts are reasonable and that the PHA is in compliance
with procedures perscribed by HUD. Responses are required to obtain benefits. This information does not lend itself to confidentiality.
Acting on behalf of the Board of Commissioners of the below-named Public Housing Agency (PHA)/Indian Housing Authority (IHA),
as its Chairman, I make the following certifications and agreements to the Department of Housing and Urban Development (HUD)
regarding the Board's approval of (check one or more as applicable):
(date)
Operating Budget Submitted on:
Operating Budget Revision Submitted on:
Calculation of Performance Funding System Submitted on:
Revised Calculation of Performance Funding System Submitted on:
I certify on behalf of the: (PHA/IHA Name) MOUND HOUSING AUTHORITY
that:
1. All regulatory and statutory requirements have been met;
2. The PHA has sufficient operating reserves to meet the working Capital needs of its developments;
3. Proposed budget expenditures are necessary in the efficient and economical operation of the housing for the purpos'e of serving
low-income residents;
4. 'i'he budget indicates a source of funds adequate to cover all proposed expenditures:
5. The calculation of eligibility for Federal funding is in accordance with the provisions of the regulations;
6. All proposed rental charges and expenditures will be consistent with provisions of law;
7. The PHA/IHA will comply with the wage rate requirements under 24 CFR 968.110(e) and (f) or 24 CFR 950.120(c) and (d)
8. The PHA/IHA will comply with the requirements for access to records and audits under 24 CFR 968.110(i) or 24 CFR 950.120(g);
and
9. The PHA/IHA will comply with the requirements for the reexamination of family income and composition under 24 CFR 960.209,
990.115 and 950.315.
I herby certify that all the information stated within, as well as any information provided in the accompaniment herewith, is true and accurate.
Warning: HUD will prosecute false claims and statements. Conviction may result in criminal and/or civil penalties. (18 U.S.C. 1001, 1010, 1012;31 U.S.C. 3729, 3802)
form HUD-52574 (10/95)
Previous edition is obsolete ref. Handbook 7575.1
-16-
operating Fund u.s. Department of Housing
CalCulation.of OPerating Subsidy and Urban Development
Office of Public and Indian Housing
PHA;Owned Rental Housin9
Section I
a~j Name and Address of Public Housing Agency
MOUND HOUSING AU'rHOR~['Y
2020 COMMERCE BLVD
MOUNDw MN 5536~
No. of HA UnitsJe) Unit Months f) Subject FYE
J Available: (UMAs)
, 48J 576 09/30/05
Icj) ACC Number
C-858
Section 2
OHB Approval No. 2577-0029 (exp, 10/31/2004)
lb) 'Budget Submi.ssion to HUD required.
LzJ Yes L_.J No
lc) Type of' Subrnlsslon:
I I-~ Odginal
I I--1 Rev~s~0. No.
h) Operating Fund Project Number Ii) (DUNS Number)
No. Description (PUM) (PUM)
Part A. Allowable Expenses and AdditiOns
01 )revious allowabl; expense level (line 08 of form HUD-52723 for previous
year) 224.72
02 Part Ar Line 01 multiplied by .005 1.12
03 Delta from HUD-52720-B~ if applicable (see instructions)
04 "Requested" year units from latest form HUD~52720-A (see ~
Instructions)
05 Add-ons to allowable expense level from previous fiscal year (see instructions)
06 Total of Part Ar Lines 01~ 02~ 03/and 05 225,84
07 Inflation factor 1,023
08 Revised allowable expense level (AEL)(Part Ar Une 06 times line 07) 231.03
09 Trensltion Funding
10 Increase to AEL
11 Allowable utilities expense level from form HUD-52722-A 88,54
12 Actua! PUM cost of Independent Audit (IA) ( FYE 9/30/2004) 9.55
13 Costs attributable to deprogrammed units
14 Total Allowable Expenses and AddiUons (Sum of Part Ar Lines 08 thru 13) 329,12
OPart B. Dwelling Rental [ncome
01 Total rent roll (as of 4/01/2004)
02 Number of occupied units as of rent roll date
03 Average monthly dwelling rental charge per unit for current
budget year (Part B~ Line 01 /Une 02) 2004
04 Average monthly dwelling rental charge per unit for prior
budget year 2003
05 Average monthly dwelling rental charge per unit for budget
year 2 years ago 200;
06 Three -year average monthly dwelling rental charge per unit
([Part Br Line 03+Une 04+ Une 05] / 3)
07 50/50 Income split ([Part B~ Une 03 + Line 06] / 2)
08 Average monthly dwelling rental charge per unit (lesser of Part 8~ Une 03 or Line 07)
09 Rental income adlustment factor
10 Projected average monthly dwelling rental charge per unit (Part 8, Line 8 times Line
09)
11 Prolectad occupancy percentage from form HUD-52728
12 Projected average monthly dwelling rental Income per unit IPart B, Line 10 Umes
Une 11)
~;9/825
48
204.69
226.89
209.98
213.85
209.27
204.69
1.03
210.83
97%
204.50
Part C. Non-dwelling Income
01 Other income
02 Total operating receipts (Part B~ Une 12 plus Part C~ Une 01) 204.50
03 ,P...U~. ,d...e. fl....C.!.t..°...r...(.I...n..c..°....m...e.)..(..P..a.~ ..A.! .L.!.n..e., .1..4...m.!..n..u..s..P..a.~ ..C.~..L.!.n...e...0..2..),. , , 124.62
(Whole dollam) {'Whole dollars)
04 Defidt or {Income) before add-ons {Part ¢~ Une 03 times Section It e) 71~780
Previous edition Is obsolete for PHA Fiscal Years
beginning 1/1/2004 and thereafter
Page 1
-17-
form HUD-S2723 (1/2001)
· IPro~ect Number: MNO7400105S
~ HUD ModificatiOns
· Part D. Add-ons for than es in Federal law or re ulaUon and other eli ibili ~ 0._
01 _ FICA contrlbuUons _
02 . Unem,: Io -ment corn ,ensatton. -__~
03 Famll-- SelfSufflden~- : ram _
-~-'. Ener - Ad- d-On for loan amortization.
06 . ~nltsa- roved~rsubsl~. --
07 Lon _-term vacant units.
0-~. Phase Down for Demolitions.
09 Units Eligible for Resident Participation:
-
Pollca Units.
12 Total Units Eligible for Resident Partlciaptlon 49
.Sum of aP rt D. Lines 09 thru ll .
13 ~-Part D_ Line 12 x--25..
14 _ ~~ In Section 3.
15 Total add-ons sum of Part
~ 11 Be,ore Ad u .~l~l_e.n~:
. Uno 04 and Part D Line i5.
~.endent Audit, ]A; __ ~. ~_ ~'- ,'~'~'_~ n";' ~
greatar of Part E, Line 01 or Line
02 if jess than Z~ro en{~r ze~ ~0' ~
: revise after the end Of t. ~
al Year: Note,' Do ne.
-s~ edi-- _ . . .
a et d In sub'ect fiscal -ear. .
~-----~U~ dlscretlona-- adiustments . . '
05 Other s 'ecl .- '
07' Unfunded · rtl0n due to -roratlon .
b ecl fl~cal year (total of Part E, Line 03 and
Part F Line, 08
HUD ~r the end _ofthe_sub,ect FY.' ~'
~Amount of o eratln subsld a rovable for sub ecl fiscal ear not funded
Z! Amount of funds obligated In excess of operating subsidy approvable for subject fiscal
__vaar
12 Funds obligated in subject fiscal year (sum of Part F, Lines 09 thru 11)
(Must be the same as line 690 of the Operating Budget, form HUD-52564 for the subject fiscal
Appropriation symbol(s): ''
~t Schedule. L
Part G. Memorandum of Amounts Due HUD ~nclualn Amoun=.u-,~= = ,,,~ ............ ----
01 Total amount due in previous fiscal year' (Part G, Une 04 of form HUD-52723 for
)revlous ri~a; year)
02 Total amount to be collected In subject fiscal year (Zdentlfy individual amounts under
sec~don 3)
03 Total additional amount due HUD (Include any amount entered on 'Fart F, Une 11)
(ZdentJfy Individual amounts under Sec'don 3)
04 . Total amount due HUD to be collected In future fiscal vebr(s) (Total of Part G,-
Unes 0! thru 03) (Zdentl~ Individual amounts under Section 3)
i'uu,, HUD'52723 (112001)
Previous edition Is obsolete for PHA Fiscal Years
beginning 1/1/2004 and thereafter
Page 2
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Fig, Description
Part H, Calculation of Adjustment for Subject Fiscal Year
O1 Indicate ~e Wpes of adJustmen~ that hBve been reflexed on this form:
~ Utill~ Adju~ment ~ HUD discreUonaw adju~ment
(Sped~ under Se~on 3)
Utill~ adjustment from form HUD-52722-B
02
03
O4
O5
06
07
08
09
10
11
12
Project Number: MN07400105S
Requested by PHA HUD Modifications
(Whole DOllars) ' (Whole D°lJars)
Deficit or (Income) after adjustments (total of Part E, Unes 01 and Part Hr Line 02)
Operating subsidy eligibility after year-end adjustments (greater of Part E, Line 02 or
Part H~ Line 03)
Part E, Line 03 of latest form HUD-52723 approved during subject FY
(Do not use Part E, Line 03 of this revision)
Net adlustments for sublect fiscal year (Part N, Line 04 minus Part Hr Line 05)
Utility adjustment (enter same amount as Part Hr Line 02)
Total HUD dlscreUonary adlustments (Part H, Line 06 minus Line 07)
Unfunded portion of utility adlustment due to proration
Unfunded portion of HUD dlscreUonary adlustment due to proration
Prorated uttllty adlustment (Part H, Une 07 plus Une 09) '
Prorated HUD d scret onary adlustment (Part Hr Une 08 plus Line 10)
Section 3
Remarks (provide part and line numbers)
I hereby certify that all the Information stated herein, as well as any information provided in the accompaniment herewith, is true and accurate.
Wamlng: HUD will prosecute false claims and statements. ConvlcUon may result in criminal and/or civil penalties. (18 U.S.C, 1001, 1010, 1012; 31 U.S.C.
3729~ 3802)
-'- Slgn~tu(i~:0f Authorized HA Representative & Date Signature of Authorized Field Offlce Representative & Date
x
X
Previous edition Is obsolete for PHA Fiscal Years
beginning 1/1/2004 and thereafter
Page 3
-19-
form HU0-52723 (1/2001)
.... Certification for' a ....... v.s, Department of Housing
Drug-Free Workplace and Urban Development
Applicant Name
MOUND HOUSING AUTHORITY
Program/Activity Receiving Federal Grant Funding
Acting on behalf of the above named Applicant as its Authorized Official, I make the following certifications and agreements to
the Department of Housing and Urban Development (HUD) regarding the sites listed below:
I certify that the above named Applicant will or will continue (1) Abide by the terms of the statement; and
to provide a drug-free workplace by: (2) Notify the employer in writing of his or her convic-
a. Publishing a statement notifying employees that the un- tion for a violation of a criminal drug statute occurring in the
lawful manufacture, distribution, dispensing, possession, or use workplace no later than five calendar days after such conviction;
of a controlled substance is prohibited in the Applicant's work- e. Notifying the agency in writing, within ten calendar days
place and specifying the actions that will be faken against after.receiving notice under subparagraph d. (2) from an em-
employees for violation of such prohibition, ployee or otherwise.receiving actual notice of such conviction.
b. Establishing an on-going drug-free awareness program to Employer of convicted employees must provide notice, includ-
inform employees --- lng position title, to every grant officer or other designee on
(1) The dangers of drug abuse in the workplace; whose grant activity the convicted employee was working,
(2) The Applicant's policy of maintaining a drug-free unless the Federal agency has designated a central point for the
workplace; receipt of such notices. Notice shall include the identification
(3) Any available drug counseling, rehabilitation, and number(s) of each affected grant;
employee assistance programs; and f. Taking one of the following actions, within 30 calendar
(4) The penalties that may be imposed upon employees days of receiving notice under subparagraph d. (2), with respect
for drug abuse violations occurring in the workplace, to any employee who is so convicted ---
c. Making it a requirement that each employee to be engaged (1) Taking appropriate personnel action against such an
in the performance of the grant be given a copy of the statement employee, up to and including termination, consistent with the
required by paragraph a.; requirements of the Rehabilitation Act of 1973, as amended; or
d. Notifying the employee in the statement required by para- (2) Requiring such employee to participate safisfacto-
graph a. that, as a condition of employment under the grant, the fily in a drug abuse assistance or rehabilitation program ap-
employee will --- proved for such purposes by Federal, State, or local health, law
enforcement, or other appropriate agency;
g. Making a good faith effort to continue to maintain a drug-
free workplace through implementation of paragraphs a. thru f.
2. Sites for work performance. The Applicant shall list (on separate pages) the site(s) for the performance of work done in connection with the
HUD funding of the program/activity shown above: Place of Performance shall include the street address, city, county, State, and zip code.
Identify each sheet with the Applicant name and address and the program/activity receiving grant funding.)
Check here [-~ if there are workplaces on file that are not identified on the attached sheets.
I hereby certify that all the information stated herein, as well as any information provided in the accompaniment herewith, is true and accurate.
Warning: HUD will prosecute false claims and statements. Conviction may result in criminal and/or civil penalties.
(18 U.S.C. 1001, 1010, 1012, 31 U.S.C. 3729, 3802)
Name of Authorized Official
Title:
Signature:
X
-20-
IDate:
form HUD 50070 (3/98)
ref. Handbooks' 7417.1, 7475.13, 7485.1 & .3
Application for Approva, No.0348-oo43
#949{5~6675
~. TYPE OF SUBMISSION; 3, DATE RECEIVED BY STATE State Application Identifier
Appiicafion Preappllcation
D Construction [~ Construction 4. DATE RECEIVED BY FEDERAL AGENC~ Federal Identifier
r~ Non-Construction D Non-Construction MN07400105;5
5. APPLICANT INFORMATION
Legal Name Organizational Unit
MOUND HOUSING AUTHORITY MOUND HOUSING AUTHORITY
Address (give city, county, State, and zip code) Name and telephone number of the person to be contacted on matters involving
2020 COMMERCE BLVD this application (give area code)
MOUND, MN 55364 41M KLUGHERTZ, PROPERTY MGMT
763-784-3808
$. EMPLOYER IDENTIFICATION NUMBER (EIN): 7. TYPE OF APPLICANT: (enter appropriate letter in box)
A. State H. Independent School Dist.
B. County L State Controlled Institution of Higher Learning
8. TYPE OF APPLICATION: C. Municipal J. Private University
[~ New D Continuation D Revision D. Township K. Indian Tdbe
E, Interstate L, Individual
If Revision, enter appropriate letter (s) in box(es) D D F. Intermunlcipal
M.
Profit
Organization
A. Increase Award B. Decrease Award C. Increase Duration G. Special District N. Other
D, Decrease Duration E. Other (Specify)
9. NAME OF FEDERAL AGENCY:
U.S. Department of Housing and Urban Development
1o, CATALOG OF FEDERAL DOMESTIC ASSISTANCE NUMBER: '11. DESCRIPTIVE TITLE OF APPUCANT'S PROJECT:
Operating subsidy eligibility for all projects currently listed
TITLE: PUBLIC AND INDIAN HOUSING ,on the Annual Contributions Contract between the PHA and
12. AREAS AFFECTED BY PROJECT (Cities, Counties, States, etc.): HUD
HENNEPIN CO.
13. PROPOSED PROJECT 14. CONGRESSIONAL DISTRICTS OF:
Date /Ending Date a. Applicant 3. Project
Start
10/01/0z~' 09/30/05 MN 5&2 MN 5&3
15. ESTIMATED FUNDING: 16, I$ APPLICANT SUBJECT TO REVIEW BY STATE EXECUTIVE
ORDER 12372 PROCESS?
a. Federal $ .00
73;005 a. YES. THIS PREAPPLICATION/APPLICATION WAS MADE
b. Applicant $ .00 AVAILABLE TO THE STATE EXECUTIVE ORDER 12372
PROCESS FOR REVIEW ON:
~C. State $ .00
DATE
:1, Local $ .00
b. NO [] PROGRAM IS NOT COVERED BY E. O. 12372
le.~ Other $ .oo [] OR PROGRAM HAS NOT BEEN SELECTED BY STATE
FOR REVIEW
!f. Program Income $ .00
117,794 17. IS THE APPLICANT DELINQUENT ON ANY FEDERAL DEBT?
~, TOTAL $ .00 [] Yes If "Yes," attach an explanation. [] No
190,799
18. TO THE BEST OF MY KNOWLEDGE AND BELIEF, ALL DATA IN THIS APPLICATION/PREAPPLICATION ARE TRUE AND CORRECT, THE
DOCUMENT HAS BEEN DULY AUTHORIZED BY THE GOVERNING BODY OF THE APPLICANT AND THE APPLICANT WILL COMPLY WITH THE
ATTACHED ASSURANCES IF THE ASSISTANCE IS AWARDED.
a. Tyl;~ Name, o[Authori~:ed Representative b ~'e c. Telephone Number
~a~n-ols Hanso,n -- Executi've Director 763-784-3808
:1. Signature of Authorized Representative e. Date Signed
Previous Edition Usable
Authorized for Local Reproduction
-21 -
Standard Form 424 (Rev. 7-97
Prescribed by OMB Circular A-102
THIS PAGE IS
INTENTIONALLY
LEFT BLANK
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