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HRA Minutes 11-04-1992 . . -. MINUTES MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY Wednesday, November 4, 1992 - 7:00 p.m. City Hall MEMBERS PRESENT; Chairperson Al Larson, Ben Smith, Lowell Schrupp, and Everette Ellison. MEMBERS ABSENT: Tom St. Hilaire. STAFF PRESENT: Ollie Koropchak. STAI"F ABSENT: Rick Wolfsteller and Jeff O'Neill. GUEST PRESEN1'; Barb Schwientek, Monticello-Big Lake Community Hospital. William Jacobson, The Housing Alliance. William Kemp and Kurt Mayer, SEE 1. . glJ. L L'!'..9~..Q!3l?_ E R :.._ Chairperson Larson called the HRA meeting to order at 7:05 p.m. 2. gON?ID~FATION TO APPROVE THE AUGUST 5 ANQ SEPTEMBER 29, 1992 HRA MINUTES. The need for a correction to the August 5 HRA minutes was noted by Ben Smith, page 2, paragraph 2, correct prepares to perhaps. A motion was made by Lowell Schrupp to approve the amended August 5 and the September 29, 1992 HRA minutes. Seconded by Ben Smi th and wi th no further corrections or addi tions, the HRA minutes were approved as amended and written, respectively. 3. CONSIDERATION TO HEAR FINANCIAL OPTIONS AND PROFESSIONAL ~SS..1_STANClLbVAt.~ABLE FOR SEiil0R C1l.~Kl'WUSING (MR~_;!_~c;OBSON ~ND MR. KEMP). One of the BRA objectives is to keep abreast and to explore local senior housing needs and options therefore this meeting was dedicated to that purpose. Barb Schwientek provided HRA members with a guide to senior residential options as prepared by the Minnesota Association of Homes for the Aging. She noted medicaid reimbursements have changed to encourage homecare living with assistance, the intent is to reduce both elderly care costs and the need to construct new nursing homes. Barb reported the existing ten-- year old market study is outdated, today's elderly have more affluent incomes, and it appears the Ridgemont Apartments are having difficulties finding qualified applicants. The need for a new market study appears to exist. . liRA MINUTES NOVEMBER 4, 1992 Mr. Jacobson informed the HRA that The Housing Alliance, a professional corporation, was formed to assist communities or non-profi t organizations in developing and planning senior housing. The project team concept used involves the project owner, project administrator, market researcher, financial advisor, architect/planner, construction manager, and management consultant. Alliance projects constructed or c()lnpleted exist in Hopkins and Owatonna. Owatonna' s non-- institutional, quad-design encompasses larger parlor/kitchen areas. To be an effective anu sufficient operation the faciLity generally needs 30 to 40 units. Operating and management expenses run approximately $1,000 per month or $1,500 per month for a couple. This includes a full--time management, cook and cook's assistant, 24-hour nurses aid, and 1/2 time clerk. Alliance's fee as project facilator is 3.5% of the project costs. . Mr. Mayer, Marketing Director, and Mr. Kemp, Architectural Marketing, for SEH informed the HRA of a recent senior market- rate project completed in Faribault where the HRA assisted with the site development of a blighted one-block area and sold functional bonds. The 54-''lmi t facil:i ty of two bedroom uni ts has underground-heated parking. Others were constructed in Stillwater and White Bear Lake. Assisted-living facilities of 30-40 units were constructed in Clara City, Appleton, and Deer River. If rates are reduced than the services are cut and since the big team builder of a successful project is the SE1"vices offered and managed, SEH doesn't encourage rate redllCtion. A campus design with wings for assisted-living and independant-living with kitchen or without kitchens are examples of the flexible market. SEB fees are based on a per unit not-to-exceed figure which is not paid until the bonds are sold. The first step, the market study becomes the tool for defining your local housing niche and needs, the firm designated for the market research should be acceptable to lending institutions. Market studies generally costs $5,000 to $6,000. Financing, concept design, services, ownership, management, and the performa are all keys to successful projects. Optional ownerships are an HRA, Hospital District, non-profit organizations or private which is highly unlikely today. Some various funding sources are revenue or functional bonds, TIF, Minnesota Housing, BUD, Minnesota Farmers, etc. The completed project should be self-supporting and a benefit to the community. . Page 2 . . . HRA MINUTES NOVEMBER 4, 1992 With the completion of the two independent presentations, Barb Schwientek recommended the HHA visi t the Gual'dian Angels faci.lities in Elk River. Koro:pchak will arrange the visit through Carol Mills or Sherri Emerson at 441-1213. 4. CONSIDERATION TO REVIEW AND EXECUTE THE INDEMNITY AGREEMENl'"_. AND THE TAX-,FORFEITED LANDS CONVEYANCE FORM FOR OUTL01'_~_L_ COUNTRY CLUB MANOR. Tabled. 5. gONSIDERATION TO REVIEW HRA BILLINGS AND PERFORMANCE OF ATTORNEYS AND BDS, INC. PROJECT WORK Koropchak noted to HRA members charges from BDS, Inc. for Aroplax's Central Minnesota Initiative Fund Application which was denied, charges for attending the Aroplax's Groundbreaking Reception, SBA charges if a $2,500 fee is charged by Mr. Bob HE!ck, and charges for the development of a business plan. Also, noted was the communication breakdown after loan application completion, approval and closings. It has been the recommendation of the EDA to have one attorney represent the BRA and the EDA for document and closing services inorder to prevent duplicate reviewing of documents and fees. The HRA was receptive to inviting the St, Cloud HRA Executive Director or the NAHRO Executive Director to a meeting in the future. The HRA recommended inviting Mr. Pat Pelstring to the next meeting to review the HRA's contract and fees. 6. OTHER BUSINESS. The HRA recommended Koropchak attend the NAHRO's Fall Conference in Bloomington next week. 7 . f\DJ01!RNMEN't~ The liRA meeting adjourned at 9;30 p.m. a~ \<cl\~~ Ollie Koropchak, BRA Executive Director Page 3