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2017 Centre Court ManorMontana HOME Annual Rental Certification Checklist In order to complete the Annual Rental Certification, please complete and attach the following documents/documentation: VW Annual Certification for Rental Housing form Y Rent and Occupancy Report P/Rent Schedule Form L7 Operating Budget for the current year for the project 4d Statement of Financial Position for the project E Statement of Cash Flows for the project Statement of Activities a If you have changed your Lease in the last 12 months, please attach a copy highlighting the differences M' If you have changed your Affirmative Fair Housing Marketing Plan in the last 12 months, pleas attach a copy highlighting the differences MAif you have changed your Tenant Selection Policy in the last 12 months, please attach a copy highlighting the differencesaj-) �t> Send all of documents to DOCHOME@mt.eov. Please title the email: "Annual Rental Recertification/ (Grantee Name)/ (Project Name)". If you have any questions, please contact the Community Development Division at DOCHOME@mt.eov, or 406-841-2770. Certification Period Project Name Project Address City, Zip Code Montana HOME Investment Partnerships Program Annual Certification for Rental Housing January 1, 2016 — December 31, 2016 Centre Court Manor 1212°° Ave. W Kalispell, MT 59901 Owner Information Original Contract # MT- 01-00022 Original Grantee The City of Kalispell Current Owner 2"d Avenue West Partners LP Owner Contact Person John Grady Street Address 1915 Morena Blvd City, State, Zip Code San, Diego CA. 92110 Phone 619-276-6271 Email monfricinc@gmail.com Date Entity Commenced Ownership of Project 6-17-03 CH DO (Yes or No) N Non -Profit Organization (Yes or No) N Management Information (If different from Owner Information) Management Company Name Monfric Realty Management Contact Person Anita Moseman Professional Title up Street Address 1156 Hill Rd City, State, Zip Code Grand Junction CO 81501 Phone 970-424-9719 Email amosemanl@aol.com Date Company Commenced Management of Project 6-17-03 On -Site Contact Person Connie Cramer On -Site Phone 406-257-4052 On -Site Contact Email ccramer@themonfricgroup.com Montana Department of Commerce Annual HOME Rental Certification Community Development Division Revised 4/17/2017 Annual Tenant Income Certification/Establishing Tenant Eligibility Establishing Tenant Eligibility [24 CFR 92.203 and 92.252(h)] 1. The owner/management has conducted initial income verification for each HOME household and has the supporting documentation available. ❑Yes. ❑No. If no, explain: 2. The owner/management has performed an annual re-examination of HOME -assisted household income. The annual re-examination was conducted within twelve,(12) months of the previous verification. This information is indicated on the attached Rental Occupancy Report. ❑Yes. ❑No. If no, explain: For each household occupying a unit designated as HOME, the owner/management agent has conducted an initial certification and an annual recertification including full third -party documentation of all income and assets. ❑Yes ❑No. If no, explain: Rent Restrictions [24 CFR 92.252] 4. Each HOME -assisted unit was rent -restricted as prescribed by the HOME Contract and Period of Affordability Agreement. Dyes. ❑No. If no, explain: 5. No fee(s) other than rent was charged to any HOME tenant for non -optional services or provisions (i.e., water -billing service fees, parking fees, non-refundable security deposit fees, payments for meals, etc.). ❑None were charged. ❑Additional fees were charged. Explain: Utility Allowances [24 CFR 92.252(d) and HOME Final Rule] 6. The Owner certifies that the utility allowance is reviewed annually and is calculated by using either the Section 8 Utility Allowance Schedule or the HUD Utility Schedule Model (as applicable), available at https://www.huduser.izov/portal/datasets/husm/uam.htm1. NOTE: All projects awarded after August 23, 2013 are required to use the HUD Utility Schedule Model. ❑Yes ❑No. If no, explain: Over -Income Units and `Next Available Unit' Rule [24 CFR 92.252(i)] 7. If the income of a resident in a HOME project unit increased to an amount that exceeds the limit allowed under HOME Period of Affordability Agreement, the next available unit in the project was rented to a qualified household. ❑Yes END. if no, explain: Montana Department of Commerce Community Development Division Annual HOME Rental Certification Revised 4/17/2017 8. If the annual income of a resident of a HOME restricted unit in the project increased to an amount that exceeded 80% of the Area Median Income (AMI) at recertification, the household's rent was adjusted to 30% of the household adjusted income (unless Low -Income Housing Tax Credit Program rules apply to the unit). x❑Yes []No. If no, explain: Vacant Units [24 CFR 92.2520)] 9. If a HOME unit in the project became vacant during the year, reasonable attempts were made to rent that or a comparable unit (for floating HOME units, 'comparable' refers to size, features, and number of bedrooms) to a qualified household and while the unit was vacant, no units of comparable size were rented to an unqualified household. x❑Yes ❑No. If no, explain: Physical Condition [24 CFR 92.251 and 92.504(d)] 10. Each unit and building in the project is, as of date of execution of this certification and for the entire period covered by this certification, suitable for occupancy considering State and local codes, ordinances, requirements, and HUD's Uniform Physical Condition Standards (UPCS) or Housing Quality Standards (HQS) (as applicable), and were inspected accordingly, within the past year. x❑Yes ❑No. If no, state nature of violation and describe any corrective action that has been taken or is planned. Lead -Based Paint [24 CFR 35 and 36] 11. Each tenant has signed the "Lead Based Paint" form and has been given a copy of the signed form. x❑Yes ❑No, due to one of the following exemption(s): ❑ None of the buildings or portions of the buildings in the development were constructed prior to January 1, 1978 (See 35.86 "Target Housing".) ❑ All buildings on the property have been certified Lead -based paint free and appropriate test reports and certifications have been or will be provided to Commerce. ❑ All units are 0-bedroom units (See 35.86 "Target Housing" and 0-bedroom dwelling.) ❑ This is a HUD Elderly development and no child of less than 6 years of age resides or is expected to reside in any unit. ❑ The development is designated exclusively for persons with disabilities and no child less than 6 years of age resides or is expected to reside in any unit. ❑ Other reason as follows: (For the above exemptions please see Title 24: Housing and Urban Development, PART 35 — LEAD -BASED PAINT POISONING PREVENTION IN CERTAIN RESIDENTIAL STRUCTURES 35.82 "Scope and Applicability" and 35.86 Definitions, "Housing for the Elderly," 'Target Housing," and "0-bedroom dwelling." 12. The property owner has incorporated ongoing lead -based paint maintenance activities into regular building operations, such as visual inspection of lead -based paint annually and at unit turnover; repair of all unstable paint; and repair of encapsulated or enclosed areas that are changed. x❑Yes ❑No. If no, explain if different from the reason(s) given in Item 10 above: Montana Department of Commerce 3 Annual HOME Rental Certification Community Development Division Revised 4/17/2017 Comparable Basis —Tenant Facilities [24 CFR 92.251] 12. The Owner certifies that all tenant facilities (such as recreational facilities, parking areas, washer/dryer hookups, and other appliances) of any building in the project are provided on a comparable basis to all tenants (including HOME -assisted) in the development. x❑Yes []No. If no, explain: Lease Agreement [24 CFR 92.253(b)] 13. The lease term for all HOME -assisted units is at least one year and each lease contains all the provisions required by the HOME Program, and does not include any prohibited provisions. x❑Yes ❑No. If no, explain: 14. Has the lease been updated during the last year? ❑Yes; please attach and highlight any changes. x❑No. Tenant Selection Criteria [24 CFR 92.253(d)] 15. The owner/management has adopted and utilizes written tenant selection policies that: a. are consistent with the purpose of providing housing for very low-income and low-income families; b. are reasonably related to program eligibility and the applicants' ability to perform the obligations of the lease; c. provide for the selection of tenants from a written waiting list in the chronological order of their application, insofar as is practicable; and, d. requires prompt written notification to any rejected applicant of the grounds for any rejections. x❑Yes []No. If no, explain: 16. Has the tenant selection criteria been updated in the last year? ❑Yes; please attach and highlight updates. x❑No. Termination of Tenancy [24 CFR 92.253(c)] 17. The undersigned certifies that tenants have neither been evicted nor had leases fail to be renewed, except for serious or repeated violations of the terms and conditions of the lease; for violation of applicable Federal, State, or local law; for completion of the tenancy period for transitional housing, or for other good cause. For anyone evicted, proper notice was provided. x❑Yes ❑No. If no, explain: Discrimination Against Section 8/Housing Choice Vouchers [24 CFR 92.253(d)(4)] 18. All HOME restricted units were leased to residents without regard to their status as holders of rental vouchers or certificates that are available under 24 CFR 882, 887, or 92.211. x❑Yes Montana Department of Commerce Community Development Division 4 Annual HOME Rental Certification Revised 4/17/2017 ❑No. If no, explain: Affirmative Fair Housing Marketing Plan [24 CFR 92.351] 19. For projects with 5 or more HOME -assisted units, an up-to-date Affirmative Fair Housing Marketing Plan (AFHMP) is on file (and available for viewing by interested parties) at the development. x❑Yes. Indicate the date of the last update: 10-5-12 []No. If no, explain: 20. The AFHMP has been reviewed by the Owner and has been found to be effective in soliciting persons. x❑Yes []No. If no, explain: 21. Is a Fair Housing poster on display at the project location? x❑Yes. Location: ❑No. If no, explain: 22. If the affirmative marketing requirements were not met, the Owner has attached a plan of corrective actions to be taken to implement the AFHMP. x❑Yes ❑No. If no, explain: 23. Has the AFHMP been updated as required every five (5) years? x❑Yes; please attach copy of the updated plan. ❑No. Fair Housing and Reasonable Accommodations/Accessibility 24. The owner has and is complying with all federal, state, and local laws relating to fair housing and equal opportunity, including but not limited to the following: a. The Federal Fair Housing Act and the Montana Fair Housing Act; b. Age Discrimination Act of 1975; c. Section 504 of the Rehabilitation Act of 1973; d. Americans With Disabilities Act of 1990 (ADA); e. Title VI Civil Rights Act —1964; f. Section 3 of the Housing and Urban Development Act of 1968; and x❑Yes ❑No. If no, explain: Change in Management/Ownership 25. The management of the project during this Certification Period has been continuous and ongoing by the same entity since the last annual certification. x❑Yes, no change. ❑No (there has been a change). If "No," the HOME Program must be or have been notified in writing within 30 days of the change. Montana Department of Commerce 5 Annual HOME Rental Certification Community Development Division Revised 4/17/2017 Record Keeping 26. The Owner will maintain required records for five years after the end of the affordability period, and has policies in place to keep these records accordingly. (Required records include documentation related to tenant income verifications, unit rents, affirmative marketing, and property standards.) xOYes END. If no, explain: 27. All resident data for the project has been completed on the Rental Occupancy Report, a copy of which is attached to this form. xOYes ❑No. If no, explain: Montana Department of Commerce Community Development Division Annual HOME Rental Certification Revised 4/17/2017 Other Compliance Requirements 28. Does the project have any other government funding and/or income, rent or leasing restrictions, other than MT HOME funds and its requirements? x❑No. ❑Yes. Describe: The undersigned, having entered into a loan or grant agreement pursuant to the applicable provisions of the "HOME Investment Partnership Act" ("HOME"), does hereby certify that the housing project is in continuing compliance with the requirements of the HOME Program and any other applicable compliance requirement. This Certification and any attachments are made UNDER PENALTY OF PERJURY. Responsible Entity: Grantee Signature Printed Name Title I'� G r Date; Owner or Manager ' /n Signature _Connie Cramer Printed Name Connie Cramer Title _On Site Manager Date 8-29-2017 HOME Program Signature Printed Name Title Date Montana Department of Commerce 7 Annual HOME Rental Certification Community Development Division Revised 4/17/2017 12108;2008 13:15 6192751094 WER'vr'r RIB .: Rent Schedule U.S. Department of H*Udng !©" ■Rent L•vs-Ing ano Urbanveirelop writ Office of Housing Fe2.al Ff..:�:.y Om—ur,- Ssr'oner Ssa pogo 3 fir lrrsYr 'X-u0f*, PUN* Burden Statamerrt and Prhnwy Act rewirements. Centre Court Manor PAGE 02 OMB Approval No. 2502-0012 (OV. 313912010) 12/01/2M Part A — Apartmrnt Rants Show the adxuat rents you hibm l to dianrw_ nu an tf *w% t,d r .,r aha .n..,. rn r....., a..... ■.Y ._., r ..— _ .. . _ _ — - Unit � Contrat:tRafft t, ! f S 2=38P Flom "ate (include Fibl� revenue Product ttQ finis) Col. 2 lie er Allowances � Col. e Gross Rent Ce_. 3 Mmtth[ Ctx ct ! Cd, 7 Viol. e Monthly of U n is Rent Per Unit Powma! (Cot_ 2 x CO. 3) ((C-t?1,,,^-;� ., ddiyyyy (CO, 3 + COL 5) Per Ur*t ant —1 _! (Col. 2 X Cpl. ij 1 Bdrm 50% A 161 375 5.000 375 503 8.048 1 Bdrm 60% 13 375 4.8751 375 604 7.852 1 Bdrm 6W. 1 515 515f 5151 804 804 2 $dfrn 50% 4 455 1,820 4551 603 Z412 2 Bdrm 60% 31 460 1,380 4601 724 2.172 2 Bdrm 80% 31 575 1.725 575 964 0 0 0 0 0 0 0 p 0. 0 0 0 0 0 o Monthly Contract Rent Potential 7 Monthly Market Bent POtO� '�o�l � Add cot. a)• (Add W. 8)• �l,� S1t;.315 $24.180 Yearly Contract Rent Potential Yearly Market Rent Potential (Col. d Sure x 12)* (COL 8 Sum x 12)- $195.780 $290.160 These amounts may not exceed the Maximum Allowable Monthlv Bern Potarniai aoor&A d on the [Fed Rent rrnnrvrtatinn wnrkchaor nr ranuae+ari .,n +ha ,,AV54kheet you are now submitting. Market (tent Potential applies only to Se Projects. Part B itett:ts Included C In F;;ertt aft D Mort-Reverpre soae�s istthrga In UNt (Check those inducted in te rd.) etrpet r ® Retrlgemtor Range❑Nrapes E9 Air Condaioner ❑ RDisp*W 59 ZL—;r%,I5 Use Unit Type Conh�aat3Rent UtIlltl (Ch--k dMe Included In resit. For aw-h ftenii, (even 'ltoae not Included In rant), enter I- F, or G on Ilr■e bftlde that Item) E-shmVlc, G.gas; F4" all or oc*L Heating . �� ® Hot Water Q7 . etr- Cooling -��Cooking —�` ❑ TAWfW. Loss Due to Non-Ravame Unix $ 3 ... E 0==mrcW (mtcff. 0.'ftes, gwe1�. e6a-) use COL 2 o t Col. 3 Squara e Rental Rate Par Sq. FIL (� 2d 3.ded by u r nt) Seral.�.l:�aa..lrlss (c.''.s...'� ttt;. lrclt.! .r. ee..., Parking rj ❑ u ❑ Nursing Care Laundry (] ❑ UnarVMaid Service SwunrNng Pool ❑ (] ❑ Tennis Courts ❑ ❑ _ Charges in Addition to Rent (ate P- kheB, 14 onedy ChaW S $ 0 Total C inunerciei Rent Pam! $ PAInt S 15.3,5 damn �+ 0 Drnun„o arl7Fin,atr era nhcnla6a ��... • �.. form HU (iilb5) Month Actual REVENUES Rent Revenue - Potential $ 17,840.00 Garage & Parking Spaces 464.00 Miscellaneous Rent Reve 0.00 Special Claims Revenue 0.00 Vacancies - Apartment (1,029.00) To Potential Adjustment 0.00 Over Market Rents 950.00 Interest - Project Operatic 0.61 Revenue- Replacement R 9.27 Laundry & Vending 0.00 Tenant Charges 0.00 Miscellaneous Revenue 0.00 Total Revenues 18,234.88 ADMINISTRATIVE EXPENSE Conventions & Meetings 0.00 Management Consultants 63.95 Advertising & Marketing 0.00 Other Renting Expenses 0.00 Office Salaries 0.00 Office Expenses 494.64 Management Fee 1,093.50 Manager Salaries 1,746.43 Administrative Rent Free 0.00 Legal Expense 0.00 Audit Expense 0.00 Bookkeeping & Accounti 30.00 Bad Debt 0.00 Lobby Expenses 0.00 Miscellaneous Administr 0.00 3,428.52 Total Administrative Ex UTILITIES EXPENSE Electricity Water Gas Sewer 2,688.03 182.26 255.91 280.90 Centre Court Manor Income Statement Compared with Budget For the Twelve Months Ending December 31, 2016 Month Month Year to Date Year to Date Year to Date Budget Variance Actual Budget Variance $ 18,750.00 (910.00) $ 214,080.00 $ 225,000.00 (10,920.00) 440.00 24.00 6,046.55 5,280.00 766.55 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 (542.00) (487.00) (6,908.00) (6,500.00) (408.00) 0.00 0.00 0.00 0.00 0.00 0.00 950.00 11,389.00 0.00 11,389.00 0.00 0.61 7.27 0.00 7.27 0.00 9.27 104.07 0.00 104.07 75.00 (75.00) 1,261.97 900.00 361.97 5.00 (5.00) 1,295.16 60.00 1,235.16 0.00 0.00 0.00 0.00 0.00 18,728.00 (493.12) 227,276.02 224,740.00 2,536.02 167.00 (167.00) 881.44 2,000.00 (1,118.56) 0.00 63.95 1,233.95 0.00 1,233.95 83.00 (83.00) 1,112.78 1,000.00 112.78 150.00 (150.00) 3,221.21 1,800.00 1,421.21 17.00 (17.00) 1,577.26 200.00 1,377.26 583.00 (88.36) 7,918.83 7,000.00 918.83 1,116.00 (22.50) 13,629.89 13,392.00 237.89 1,833.00 (86.57) 18,338.11 22,000.00 (3,661.89) 0.00 0.00 0.00 0.00 0.00 17.00 (17.00) 1,053.05 200.00 853.05 358.00 (358.00) 4,425.00 4,300.00 125.00 0.00 30.00 262.00 0.00 262.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 42.00 (42.00) 50.00 500.00 (450.00) 4,366.00 (937.48) 53,703.52 52,392.00 1,311.52 Total Utilities Expense 3,407.10 OPERATING & MAINTENANCE EXPENSE Payroll 1,100.25 Supplies 119.84 Contracts 137.85 Oper & Maint Rent Free 0.00 Garbage & Trash Remova 434.03 Security Payroll/Contract 0.00 Elevator Maintenance 2,809.12 Heating/Cooling Repairs 0.00 Snow Removal 67.96 Vehicle & Maint Equipm 39.55 Misc. Operating & Maint 0.00 Total Operating & Mai 4,708.60 DEPRECIATION EXPENSE Depreciation Expense 7,310.00 Amortization Expense 160.00 Total Depreciation Expe 7,470.00 2,083.00 605.03 29,147.72 25,000.00 4,147.72 625.00 (442.74) 2,681.69 7,500.00 (4,818.31) 250.00 5.91 3,075.43 3,000.00 75.43 625.00 (344.10) 4,056.62 7,500.00 (3,443.38) 3,583.00 (175.90) 38,961.46 43,000.00 (4,038.54) 1,083.00 17.25 14,205.04 13,000.00 1,205.04 475.00 (355.16) 5,514.10 5,700.00 (185.90) 892.00 (754.15) 13,303.67 10,700.00 2,603.67 0.00 0.00 0.00 0.00 0.00 215.00 219.03 2,625.30 2,580.00 45.30 0.00 0.00 0.00 0.00 0.00 308.00 2,501.12 5,492.94 3,700.00 1,792.94 100.00 (100.00) 440.68 1,200.00 (759.32) 100.00 (32.04) 188.92 1,200.00 (1,011.08) 13.00 26.55 585.88 150.00 435.88 0.00 0.00 0.00 0.00 0.00 3,186.00 1,522.60 42,356.53 38,230.00 4,126.53 7,310.00 0.00 87,720.00 87,716.00 4.00 160.00 0.00 1,920.00 1,920.00 0.00 7,470.00 0.00 89,640.00 89,636.00 4.00 Page: 1 TAX & INSURANCE EXPENSE Page: 2 Centre Court Manor Income Statement Compared with Budget For the Twelve Months Ending December 31, 2016 Month Month Month Year to Date Year to Date Year to Date Actual Budget Variance Actual Budget Variance Real Estate Tax 2,400.00 2,430.00 (30.00) 27,574.95 29,160.00 (1,585.05) Payroll Tax 242.00 300.00 (58.00) 3,012.00 3,600.00 (588.00) Property & Liability Insu 685.00 620.00 65.00 8,205.00 7,440.00 765.00 Fidelity Bond Insurance 0.00 25.00 (25.00) 243.00 300.00 (57.00) Workers Compensation I 144.00 225.00 (81.00) 1,718.00 2,700.00 (982.00) Health Insurance 0.00 525.00 (525.00) 3,950.00 6,300.00 (2,350.00) Other Employee Benefits 7.00 50.00 (43.00) 816.00 600.00 216.00 EPUTD/E&OInsurance 0.00 25.00 (25.00) 727.00 300.00 427.00 Misc Tax, License, Permi 0.00 83.00 (83.00) 1,665.00 1,000.00 665.00 Total Tax & Insurance 3,478.00 4,283.00 (805.00) 47,910.95 51,400.00 (3,489.05) FINANCIAL EXPENSE Interest on Mortgage 1,801.98 1,333.00 468.98 11,419.65 16,000.00 (4,580.35) Note Interest 41,151.00 0.00 41,151.00 41,151.00 0.00 41,151.00 Interest on Capital Recov 0.00 0.00 0.00 0.00 0.00 0.00 Mortgage Insurance Prem 0.00 0.00 0.00 0.00 0.00 0.00 Partnership Mgmt fee 0.00 0.00 0.00 0.00 0.00 0.00 Incentive Performance fe 0.00 0.00 0.00 0.00 0.00 0.00 Miscellaneous Financial 0.00 0.00 0.00 0.00 0.00 0.00 Special Ltd Partner Admi 1,890.74 0.00 1,890.74 7,562.96 0.00 7,562.96 Total Financial Expense 44,843.72 1,333.00 43,510.72 60,133.61 16,000.00 44,133.61 Total Expenses 67,335.94 24,221.00 43,114.94 332,706.07 290,658.00 42,048.07 Net Income $ (49,101.06) $ (5,493.00) (43,608.06) $ (105,430.05) $ (65,918.00) (39,512.05) Centre Court Manor Balance Sheet December 31, 2016 ASSETS Current Assets Petty Cash $ 150.00 Cash - Checking Account 5,008.44 Resident Deposits Trust Acct 10,657.86 Prepaid Hazard Insurance 2,079.97 Replacement Reserve 92,050.07 Total Current Assets 109,946.34 Property and Equipment Land 281,272.00 Land Improvements 54,412.00 Buildings 3,357,810.14 Furnishings 18,831.62 Office Furniture & Equipment 414.00 Maintenance Equipment 5,048.20 Accumulated Depreciation (1,211,856.95) Total Property and Equipment 2,505,931.01 Other Assets Tax Credit Monitoring Fees 28,800.00 Amortize - Intangible Assets (25,120.00) Total Other Assets 3,680.00 Total Assets $ 2,619,557.35 LIABILITIES AND CAPITAL Current Liabilities Accts Payable - < 30 days $ 7,351.36 Accrued Management Fee Payable 1,093.50 Accrued Interest Payable - Mtg 911.98 Interest Pay - CDBG 69,255.22 Interest Pay - Home Federal 366,163.02 Interest Pay - Developers Fee 3,204.00 Accrued Developers Fee 25,583.95 Accrued Property Taxes 13,787.45 Accrued Administrative fee 41,664.60 Resident Security Deposits 8,050.00 Resident Other Deposits 2,400.00 Prepaid Rents 2,994.00 Loan A/P - Morena Partners 10,000.00 Total Current Liabilities Long -Term Liabilities Mortgage Payable 157,472.00 Loan Payable - Kalispell City 100.00 Loan Payable - CDBG 480,000.00 Loan Payable - Home Federal 400,000.00 552,459.08 Total Long -Tenn Liabilities 1,037,572.00 Total Liabilities 1,590,031.08 Capital Unaudited - For Management Purposes Only Equity Retained Earnings Net Income Total Capital Total Liabilities & Capital Centre Court Manor Balance Sheet December 31, 2016 2,321,925.72 (1,186,969.40) (105,430.05) 1,029,526.27 $ 2,619,557.35 Unaudited - For Management Purposes Only Page: 1 Centre Court Manor Statement of Cash Flow For the twelve Months Ended December 31, 2016 Current Month Year to Date Cash Flows from operating activities Net Income $ (49,101.06) $ (105,430.05) Adjustments to reconcile net income to net cash provided by operating activities Accumulated Depreciation 7,310.00 87,720.00 Resident Deposits Trust Acct (500.61) 132.73 Prepaid Hazard Insurance 1,171.00 3.54 Replacement Reserve (1,343.27) (5-854.42) Amortize - Intangible Assets �160.00 1:920.00 Accts Payable - < 30 days 4,064.80 (3,091.74) Accrued Management Fee Payable 1,093.50 (1,238.18) Accrued Interest Payable - Mtg 911.98 (120.78) Interest Pay - CDBG 4,800.00 4,800.00 Interest Pay - Home Federal 35,161.00 35,161.00 Interest Pay - Developers Fee 1,190.00 1,190.00 Accrued Property Taxes 2,400.00 (16.94) Accrued Administrative fee 1,890.74 7,562.96 Resident Security Deposits 250.00 (200.00) Prepaid Rents 137.00 2,886.00 Total Adjustments 58,696.14 130,854.17 Net Cash provided by Operations 9,595.08 25,424.12 Cash Flows from investing activities Used For Net cash used in investing 0.00 0.00 Cash Flows from financing activities Proceeds From Used For Mortgage Payable (1,793.65) (20,663.37) Net cash used in financing (1,793.65) (20,663.37) Net increase <decrease> in cash $ 7,801.43 $ 4,760.75 Summary Cash Balance at End of Period $ 5,158.44 $ 5,158.44 Cash Balance at Beginning of P 2,642.99 (397.69) Net Increase <Decrease> in Cash $ 7,801.43 $ 4,760.75 Unaudited - For Internal Use Only. rn The Monfric Group Km Jackson, General Manager 403 Idaho Ave. Libby, MT 59923 Phone 406-293-5651 TDD/TTY711 July 17, 2017 We have reviewed the demographics for Kalispell, Montana, and found no significant changes. In addition to this we have reviewed the contacts and marketing plan and are not requiring any changes to our current AFHMP for Centre Court Apartments at this time. Sincerely, t •.ter --- Kim Jackson General Manager The Monfric Group �..-+.R DP-1 Profile of General Population and Housing Characteristics: 2010 2010 Demographic Profile Data NOTE: For more information on confidentiality protection, nonsampling error, and definitions, see httpJ/www.census.gov/prodicen2010/docldpsf.pdf. Geography: Kalispell city, Montana Subject i Number I Percent SEX AND AGE _--;_------- z Total population ------ --..__.._.__...._.. 19,927 ; 100.0 ! Under 5 years - - -- i •.... 1,680 ! _ _._ ....._.. 8.4 y- 6 to 9 ears - -� -- I- - 1,417 !. 1 • 10 to 14 years i_-_.- 1r221 _f _7.1 6.1 I 15 to 19 years i 5.9 I 20 to 24 years -- -- - _1M18_1 �-_.-_ --' .____..-.. 1�40_8 T7.1 - 25 to 29 years - "_.. _._ ._..__...-._. -- _------_- ---1,702 i 30 to 34 years _ - _ __-----.-. -1,496 i - - - - _8.5 ----- 7.5 i. 35 to 39 years - 1- - 1,202 6.0 j i 40 to 44 years 1 1,037 ; i 45 to 49 years 50 to 54 years " 1,162 1 j _6.2 5.8 i 55 to 59 years - - 1 1,151 60 to 64 years _ -- - 949 � - 4.8 � 65 to 69 years _ '- ! 700 ? 3.5 j 70 to 74 years ! _ _ 593 _ -3.0 75 to 79 years - - 572 2.9 j80 to 84 years -'- -- - --�--' -' ' - - �- 585 1-- -- --'--2.9� 85 years and over 624 �Mediari age (years)-- ---•-- ---- -------_- _ ._-_-------...-._..-__-----.- --�`- 5 �-�� � X ___..---r i 16 years and over r 15,372 1 rib years and over --- -""' - __.-___. '- _- ' --1 _ __ - -14,930 L -14,179 _-77.1 - 74.9� 21 years and over 1--- 71.2 ' i 62 years and over _ i 3,597 ; 18.1 _ _ _ 65 years and over - 3,074 ' 15 Y- - i Male population - I 9,432 ; - ----- 47.3 Under 5 years rt 891 4.5 5 to 9 ears -"---- ! I_.__._.._..._ 3.8 , I- 10to 4years_657 -- 1......__.._.._---3.1_j 15 to 19 years' -_ 556 --- - 2.8 I 20 tto 24 years ; ----- 698 ` -_--- --� 3.5 1 25to29years -'---- - -- -•--- ------- 825:-'_.._.__ 4.1 -'�-"-- 30 to 34 years ---� _-- -- 739 , "-..-- 3.7 35 to 39 years -------- 608 608 -_ _ _ -_- ' 40 to 44 years -- j ----- .--1--_.. - ---- 48$ 4 2.-; i _ 45 to 49 years -.. .� . _.- __.- 54 .'_ .. ------ _.... 2.7 50 to 54 years �4 r- 2.9 1 - 55 to 59 years-_ ' -' - 504 : 2.5 60 to 64 years - - 466 I_. -- 2.3 1 1 of 5 07/18/2017 'Subject y-- 65 to 69 years -- Number Percent - .._ -- 70 to 74 years _- - -� 262 ; ---- _+-1.3 i 75 to 79 years- ------- -- "`""-__ _227 --- 1.1 I --..-..,---- 80 to 84 years - - - - i--....-------. 210 1.1 w- 85 years and over -" - _ -- - �.._ ......... _-_ 176 ; 0.9 .. Median age (years) __._-.__ 32.4----!---- - ..�) •t 16 years and over _ _ 7 053 35.4 1 18 years and over -- _ _- -- - - ' } - 6,847 ---- ---_ _ 34-4 { --- 21 years and over '- - •--- - 6,505 � 62 years and over -' � _ 1,423 _ _32.6_j 65 years and over - _ , 1,171 - _ 5.9 ---- Famale _population_'_ y - r-........_-___._._....__-».----_-_---_. Under 5 years _- _ 10,495 : -._0,495 52.7 ' --_...- 789 4.0 i --__- 5 to_9 years ___-- -- 666 10 to 14 -15 604 F- - - 3.0 to 19 years -._.. -- -- ..... - - 625 ..._.........--- 3 ---•- j 20 to 24 years - -- i -- - - - 710 3.6 . 25 to 29 years I - 4.4 ; 30 to 34 years ---- _- ---_� _877 ---- 7�_; _--3.8 i 35 to 39 years- 594 : 3_0 40to44years __-- 552»_ 2.8 .i 45 to 49 years - _ ___ 615 _-- 3.1 j 50 to 54 ears y 673 i- -- --- 3.4 i _ 55 to 59 years - 647._, _ 3.2 60 to 64 ears y -=-�_--.-- --483 ' - L -- - 4 -! 65 to 69 years !-70 to 74 years '----- -» ----- -j---- -- - -- 7 1. 75 to 79 years -»- .--1 __ _-- 345 ---- 1.7 7 60 to 84 years -- -- - ----- '- i 375 i 375 j 1 .9 !- 85 years and over --. - .2 i '-Median age (years)..._._-_�_. --•�- 37.0 16 years and over 8,319 -"- 41.7 18 years and over - 8,0083 i 40.6 1 -_- 21 years and over _ 7,674 ; 38.5 1 - _- - 62 years and over -----"'_-_ _._I.. --._.• 2,174 i _ 10.9 i - _ 65 years and over _ � - _ 1,903 -_' -- - 15 ' _- RACE __--_-- _ ._._ _ _ ---�- ---•-•--T----- ----� _ Total population - _-- __ -' - - _ 19,927 -- 100 One Race 19,407 . 97.4 _ �_'_ _ "�- 18,776 j 94.2 i Black or African American M' American Indian and Alaska Native '- - '- 257.r.._.--...-1.3 i _ -Chinese 32 . 0.2 0.2 Japanese - -- i --- - , 30 0.2 Korean 25 0.1 0.1 ! -- _ --- 25 r 0.1 Guamanian or Chamoiro �- _'--- _13 ! 0.1 - 12-----...__0_1 0.0 _ O i - - -0.0 2 of 5 07/18/2017 Under 18 years —� mn years and over 104 5 years and over In group quarters 397 3ofo 07/18/2017 Subject - ------ Number Percent scent --- -- ---- --- -- - - Institutionalized population -- -- - __-_.._._.. .a i Male ---- - - -------._..._- 117 I 0:6.: --------------- Female �_-- ---- ----..__ 176 .9 i ` nstitutionized population_. Nonial-__ __ - -._ 104 : ---0.9 0.5� Male 58 0.3 _ Female i' ' 46 0.2 Total households 8,638 100.0 i -Family households (families) [7] 4,944 , 57.2 1 With own children under 18 years 2,504 29.0 i I Husband -wife family 3,488 40.4 With own children under 18 years ---- ------- 1,533 ' 17.7 - -- Male householder, no wife present ' -- -_- 417 4.8 With own children under 18 years ---- 277 ; 3.2 iW t---------rW ---•- ----------- Female householder, no husband present -----------i 1,039 ; 12.0 ; With own children under 18 years 694 : 8.0 Nonfamily households [Tj I 3,694 ' 42.8 - _Householder living alone - _� 3,084 ; 35.7 Male 1,183 13.7 i 65 years and over 295 : 3.4 I Female 1,901 22.0 i 65 years and over i 947 11.0 - ---- ---- -- -- - -- -- ----.i _........... with individuals undernder 18 ears 2,660 ; y ----_ - -j 30.8� -Households - - _ .. _ - -Households with individuals 65 years and over -;- _ - _ 2,230 f ' - -"- `25.8 _ i _ Average household size ` -- _.--_.._.-_-.--i_-•-•--•• 2.26 ' (X) ' Average family sizem_..._.. -•-2.94 '"-.._..-...(X) HOUSING OCCUPANCY -••-__.__ Total housing units - _-- 9,3379 - + 100.0 ! Occupied housing units i 8,638 I 92.1 _..-741 1..--------7.9 I Vacant housing units I----- --_._--.-- ----- -__.. For rent _ _ `- _- 305 3.3 Rented, not occupied f For sale only Sold, not occupied 22 , 0.2 ; or seasonal, recreational, or occasional use ^-All -ants other vac i Homeowner vacancy rate (percent) [8) 3.2 i (X) I Rental vacancy rate (percent) 9 _-__-�._ _..._._...__-..J HOUSING TENURE ( • � Occupied housing units p g i 8,638 100.0 Owner -occupied housing units ; 4,764 i 55.2 ; Population in owner -occupied housing units '�-11,490-- _ '- Average household size of owner -occupied units _2.41 i (X) Ren-ocied hous tercuping units 3,874 44.8 Population in renter -occupied housing units ___---- - ..-- ---_ 8,040 �.___..._ X ( ) Average household size of renter -occupied units 2.08 (X ) X Not applicable. [1] Other Asian alone, or two or more Asian categories. (2] Other Pacific Islander alone, or two or more Native Hawaiian and Other Pacific Islander categories. [3] One of the four most commonly reported multiple -race combinations nationwide in Census 2000. [4] In combination with one or more of the other races listed. The six numbers may add to more than the total population, and the six 4 of 5 07/18/2017 percentages may add to more than 100 percent because individuals may report more than one race. [51 This'category is composed of people whose origins are from the Cominican Republic, Spain, and Spanish-speaking Central or South American countries. It also includes general origin responses such as "Latino" or "Hispanic." [6] "Spouse" represents spouse of the householder. It does not reflect all spouses in a household. Responses of "same -sex spouse" were edited during processing to "unmarried partner." M °F,=ily households" consist of a householder and one or more other people related to the householder by birth, marriage, or adoption. They do not include same -sex married couples even if the marriage was performed in a state issuing marriage certficates for same -sex couples. Same -sex couple households are included in the family households category if there is at least one additional person related to the householder by birth or adoption. Same -sex couple households with no relatives of the householder present are tabulated in nonfamily households. "Nonfamily households" consist of people living alone and households which do not have any members related to the householder. [6] The homeowner vacancy rate is the proportion of the homeowner inventory that is vacant "for sale." It is computed by dividing the total number of vacant units "for sale only" by the sum of owner -occupied units, vacant units that are "for sale only," and vacant units that have been sold but not yet occupied; and then multiplying by 100. [9] The rental vacancy rate is the proportion of the rental inventory that is vacant "for rent" It is computed by dividing the total number of vacant units "for rent' by the sum of the renter -occupied units, vacant units that are "for rent," and vacant units that have been rented but not yet occupied; and then multiplying by 100. Source: U.S. Census Bureau, 2010 Census. Qt ;.S. Department of Housihy-qn'd. Urban bqe 06pipent: " z Region VII Denver,.• Phoni:33-672-5437 .•' �(� Affice •of Fair Honsiug and )Kqual ' i ��o aroaaway sorac Qppp;-arty " Denver, Eoforado W02-Mi 'FMC-303-672-5026 MDn TY: 503-672-5248 . Web: wwvD,lwd gov TOhn GTBdy Monfric Inc. 1915 Morena Blvd s Sari Diego, CA 921.10 SUBJE•CT:.Affrma:&e Vair Hausing'Mark tingPlan. Centre Court•Nlanor Property # mr-01=00022 Dear Mr. Grady:. 37i�.0ffice of=Fair Housing and Equal'Opporlunity received Xour Affiuimati Fair Housing Marketing: Plani (AFHMP., or Plan), for the proj ect noted above on August 2�, 2412: The Plain >zas been approved ' anal the original enclosed for your files: Your impTeinemtafion of this. Plan offers those seeking housing equal access to. liousiiig :vf their ohoice.' • _ The Department of Housing•and Urban Development a m;nister� its.housmg programs in a manner , that will a&rgi iyely cr.eatte**condi6ns so that individuals of**.' imiiar income levels in the "same _ housing market iaretWe a like range of housing chokes available to them regardless of -their race, . ' color, religion,; sex; handicap; family status or national -origin.. Housing providers:participating in _ ••Federal Housing Ad�inistratioii insured, subsidized and.u=bsidized hoes ng :programs must develop a Plan that•c ce porist tes affirmative fair housing marketing "Iicies in soliciting buyers and tenants, in. determining eligibility, and in: concluding sales ai d-reiital transactions: : : Technical.assistance onfairlousing issues or concerns is availableto-you-through this office. Please - feel free•to contact Donald R: 'fiila=; Equal Opportuuifi Spalist;:at.(303) b72-�$3 "onmy staff or me. at.(303) 572:6194. ; . f :. • ! ' - .Rosalind Yeater' • .Program Compliance Brancli Chief Office of. -For Housuig and Equal OpporEunity. ' ' Enclosure: AFhIivIP. : • - ..' .. .. •. • ... ..: ... ' .:: ' . : cc: Marcie �LaPorte,•Director, Niiil#ifa�oailyliousiag . P', CV;i , r'tYtative Fair Housing;. 'i7•s:vepartrrierttofficusmg C?MBApprovatNo.252MQ13 ' NEar..lcetin AWHM Plai] =: and Urban Development.'. ' • (exp.•8/ 1/zo] 3): g !•■/ Office of Fair Housirig•and Equal Opportunity Muitifamii ' Housilri ; 1a. Project Name:&Addmss-(includ'urg.gdy; County; Stafe=&,Zip Code)- 1li.,Project Contract.Nuinber1G No..of units C shtribourt Man6r. jm.Tb-=22 ' =' 1212nd Avenue West .'• : Kalispell MT 59901 1d. Censtis'Tract : Homo • .. le. Housin Housing. Ma Kalispell MT -/Flathead CountyTAontana 1f.Managing Agent•Name; Address ('meludirig City, State &.Tap: Code), Telephone.Wwnber & Eniall Address - ' Main offibe:•.Mor&c lnm,.1915*Morens Blvd., San Diego'-CA92'110, Phone: 6t9.276:6271,,niWric@aol:coia Secondary office Mohfric,Reatty ina, `i1,56 HUI Avenue, Grand Junetion'CO 81501, 970:434.9799, manfric@aol.coiq 1g: appgcant/O,#nedDeyelopee Name, Addr+ess�including :City, State &;Zip Code), Telephone. Number a Email Address ` SecondAvenue West' Partners,:l_P:;=. Morena -Centre Court, LLC,1915 Morena t3K, Saa Diego CA 92110 0hone:619:276.6271•. Emafi:'Mon Irlaol�m . 1h.:Entity ResporisibleforMadceing:(chedtdthatapply). -Z Owner Rj A9ent Other (We*) :. -Posifion; •Name (rf known), Address (inclucimg City'. Slate &•Zlp Code), -Telephone Number & Email Address Manager,.1212nd Avenue• West, Kalispell MT. 59901 s Ptiorie 406257 052 6ia1: 6entre000@jnonta4asky com L TO viih'ora should appravai and other correspondence.'concemir�q this AFHM Plan be serif? lndica�g Address.:: ''• . ' (including.Citiy, State'&:Tap Code), Telephone Number & Email Address-idaddition to Name: Nlonfdo lnc.,'Attrr: John Grady,1915 Morena;Blvd ,San Diegb, CA••92110 Pbohe: 619276.6271 ' Emak. inonfiic@aol.com 2a.•Atiinnafive•Fair Housing Marketing Plan Plan Type Updated Plan' : Updated Plan / Date: 0ti109/2012 = : 'fteason(s) for curmnt update: Regp'ued five year upiiabe ' 215. HUD -Approved Oc' a cupancy oft6e'Poject (cfii:ct4"all' pply) _ �✓ Elderly Family' _ • ❑'Nfoaed (Eiderly/D'isabied). ❑Disabled 2a Dale :of Initial Occupancy 2d. Adverfising Start Date .071 2003 : Advertismg'must•beo atleast90•dayspiiorto irt"orrenevned'occupancy Date'adverdsinqegan orwlll•liegin a7Y0112003' = ; ' For exis6n f o'ects seieat below the reason adveitisi6 'will' foe used : Toadd•tD w(which currently has • 21 ' ' individuals). To reopen dosed viraitingJist[](wilidi curxentlyhas=individuals) .: :. RECEIVED forrn HUD s35.2A 212011) . Previous edrfions are•obsolete Page 9 9f i4G ::.'-U12:: . • : .3a. D L6mog raptiics of Pro'ect and;Marketing:An3a•' •Complete and submit tor(csheet 1: ; 3b. Targeted Marketing Ad&1ty _ 'based on yourcpmplOAed Worksheef 1, indicate which detnograpllic grbup(t}ln the housing market area is/aria leastfilselyto'applyfQrthe housing without special outreach efforts. (check -all fhe appljr), QWhite Q✓'Amer[candndMn•orAlaska'&afive d Qt Aman DBai:korAfiicari.Ameiicari•' _ Q✓ Native Hawaiian -or Other. Pacificlslander ,/ Hispanic 0 tatlrio: - : Q ,oPersorrs with Disabilities' - E] FamiUes-with Childfen [] Otiier et6rile gtoup, religion, etc; (specify) : 4a Residency Preference Is -the owner regUesting a residency.prefererlce? If yes, co rnpiete-questions_ 1 through 5. No -' `'Ifno,.pioceed'to Block46: ' .0) Type Please Select T e (2) Is the residency preference•area: - - _ , .. The same as the AFHIUI Plan housing/ex panded•housing,maftt grea.(asdetemtinedin B[odc.ler. Please Select Yes or No -The same as the residency preference area of the local PHA in whose juiisdction the project is located? please Select Yes or No ' (3) What is the geographic area for the residency.ppeference? : (4) What is the reason for having a residency preference?:• •(5) How do you plah to periodically evaluate your residency preference to ensure that ith in accordance wiiErthination e nnn-discrim snd equal opportunity requirements in 24 CFR 5.105(a)2 1 Complete and submit Worksfieet2 wtieh requesting a residency.pmference'(see-.also 24•CFR5.G55(c){ i)for residency. :. piefererice requirements. The requirements i, 24�CFRr 5:655(c)(1J.wlil-be used by IiUD'as gfjidelines for evaluating ' : •residency'preference requirements•consistent-with-the'applicable•HUD program:requErerrients. See als"UD,Occupancy - Handbook (4350.3) Chapter 4, Section 4:6,for addWp!ial guidarics on preferences.: ; 4b. Proposed:Marketing Activities• Community �ontects ' :' ' - P.trsposed.Marketing'Activltles• Mefiiods ov'A Vertising Co(implete and submit Worltsheet 3 to describe your use df community „ Complete abd'submit Worsheet 4 to describe your proposed methods of advertising that'ivill 6e used to'market to those contacts tamarket the projectto�hase least.fikelY to appy• least likel' to'a Y PPIY• Attachsamples-ofadverdsemends, radio and teievjsiori scripts; hternet advertisements and - websifes,.brgch'U"res,_e% Previous editions are •obsolete' :: Page 2 bf 8 ' : :•forth HUD-935.2A.Ml1):., Sa.'Fair.Hdusing Poster. TheFaIrHouslng PqstermkstbepFoninenUy cspfaybdinall offices in.Whicfi sale -or -rental actM takespiapetM GFW200.62P(e)� Check Below all locationsee MeAFHM5Iinvoid tie displayed (Check all Mrk apply) Refil*(mce ­-EReai -6tatabmoe- Emodel Unit 0.0toer (spedfy)C6mmon-Are&.BuRe n.Joard' 7. 5b. Affinnallive �Fak.Housing markeangsplian (AmAi pLin).: :��be.avaflablef6rWbfkinsped mat file or ri�fw Gffice-(g4 CfR 20Q.625). Check below ai4ocationi. Wdbe madeavallable. (Check all trat apply) Other R�il` E-state 6fuce' Office 0 Model*Urift 113%jid Sloe Sign_ AR'Pr�olect Site Signs should ihdqde the Equal Housing 10pporhufty logo, Slogan, orstatemervt.(24 CFR 20D.626M). 6eciclbekiva711. be displayed: (Chedc all apply) l6cailon.s 4efe -94 Project -Site Sign va Oult E]Rer�w Office. -.E]Reai.Eslate ofke '[]ModelUnit .. ZiEft nee t' [3eir Npecii) . a D �VOJWV Other The sLm of flue P*dSign n er k - l} ei-EqLWI40usirlgclpporumity.'iogo.c*r4ogado*rstatement*w-ll.be B x 6. -Ealug n barkWogA Explain the evaluation pocess.y6u Q11 use to determine wheNi y6ur najkefng activities Have ilinattractn 9 :thegr6upCsJ least likilylb apply, howdftqm y66 will make this deterrninallon, and howyou will makdileol6lons about future marketing based on the eivaluatibn Previous "fins alim-obsoli* i bffn HUD.936.2A-(2J21JIIl) • 7a..Marketing Staff What.staff positions are vili• be responsibie'for Armativemarketing7• ; •. The site manager position. i 7b• StaffTraWrig and -Assessment: AFHM•Plan (9) Has staff been trained on the ARtM Pl2n? Yes' :77 (2) Is there ongoing training on the AFHM Plan and Fair HousingAct issues in Peneral? 1yes ' - - (3) If fires, who provides'it? ita Moseman, NAHMA.Fair•Housing' Pam'Beam. Montana Fair Housing . (4) Do YOU • eriodreail assess.staff sfalls,'induding their understanding •of the AFHM Plan and their responsbiGties.to use 117 Wes (5) if yes: how and how.often? .. Annually; • .• .. .... '. ... ' . ' • • - . • ' . �• . • • .• - .. ... •' - . . 7c Tenant Selection TraininglStaff : (1). Has•staff beery trained on tenatrt•selee6on in accordance-WM the projeet's, occupancy poGdy;.iricluding any residency preferences?. Yes 71.. i (2) 7d. Staff InstructionlTraining: , Descn'be'AFHM/Fair Housing staff:trairbitq, if any, providedit be provided, to whom r't'was/wM be provided; content of trainrngrand dates of past and an5apated trainrrrg, includecopies of any.AFHM/FaiC Housing'swtraining: 1) Semi Annual Rocky NAHMA fraining fbr Site Managers, July 2011. 2) MoAic Managers Meeting, December 2011. i 3) NAAMA Natibnal Affordable Housing- M rrance:6ourae. Previous ed6onsare obsolete Page4'of8 ;:' farrhHUD, �936?A(220ii) 8'. Addttfonal'Consideravori's: Is.there anything eiseyou would Ilke.to.te%us about your AFHM Plan.in order to ensuree that yourprogram is marketed to those:least.Tikely to apply for.the -units andiorto .be housed•in'them.? Please•attach - additional sheets, •as'riesded: Y' $ 9:.Review and Update t3y signing this form,'•the applicant/responfleint agrees %.review Ks.AFHM Plan at--least•once•every 5 years ttirodghout the (rife of themortgage and:(o update ltas needed in order tct'ensure continued compliance wilh•MUD's Affirmative -Fair . . ..Housing Marketing Regulations (see 2:4: CFR Part 200, Subpart M). I hereby ciBdrry that all the information stated. } herein, as well as any inforrriation,provide l in the acoompanirnent herewith, is true and aocuiate.. Warning: HUDwiil'• prosecute false claims and statemeritM Conviction may resuti inbririiialand/tr evil penalties..(1813.S:C.100 I, 101'0, ' ;} 1012;.41 U.S.C: 3729, 3802): _ I Signature of person submitting this Plan & Date of Submission (mmlddlyyyy) . Name (tyfie or -Print).: . C Title & Name of Company Site Manager, Centre Cotut Manor For HUD -Office of Housing Use Only For HUD-Qfficeof Fair Housing atui Equal•tpportunity Use Only :.. Reviewing Official: ' Select Status Pitse 20 Sig D to { dd/yyyy) . si9 re & Date (mmiddiyyyy) Name (dame0 or Pam) print, Tale (-rile Previmsedid"ons are otisole e* page 5pf 8 ' form HUD�35.2A'(22011)',* worksheet 1: -Determining Demographic 13roups'Least Like yto Apply for Flouft* * Opportrinides ! : (See'AFHM.P.Ian,.Block 3b demoapgupIrthe respedive'colurrns below indicate thepercentage.of eaoh'iiiroidthproject (j bccupiedj;.anraiiing fist (for'existmg P�oj�).:oensus track housing .madketarea,•andeicpanded housingrnadkex area Of the latter•is oeeded;to dTaWaXnore,drverae housing , market area in terms of race, colbr, national origin,.religidn, sex,, disability;`or famifiak.. , Wherever passible; statistics should be.obtained from a locahplanning Mice, Commurtity. DevelopmeritBlock Giant Cdnsokihted Plan, or .' : •p :another official source sucl es•the U.S. Census Bureau (please see' httoJ/factfirider census.crov. Urider Deoeh ial•Censirs cficc'Get Data'. Choose SF3, ttien detailed-gbles). :. ' tf there.ls,a•signiflcantunder-representation.of anydemograpiic group in the -Project andlor on Itswalling Gst re(a5ve to tfre sunvunding ..•. housing market area, then those groups(s)that are under -represented vAll •be considered least My to applrwithout targeted o0ftreach-and *so . marketing, arid will be Identified in Block 36 oftheAFHM Plan.- See P.art3 ofthe•Fomt'HUD-8352 Instructions for f further guiitatioe: •. Attach wraps showing both the Housing Market Area and Expanded•Housing.MarlketArea.. r• Project % List'% .CensusTracm Housing Market Area °� ' . - Expanded HousingMarket Demo9rapluc Characteristic's .a�n - • . •. •Aiea /° Cif used) :. . white :. .88.40/9 MA 95.7% 95.7%. ' 1/ . : American'lndian or Alaskan Native .. 0 0 3 Asian . V Black orAfican American '. . 0 •p 0.3% 0.3% ' : ';✓ Native Hawai of oi- Othe' r?acifie 0• _ 0 0.1 % 0.1 % - 7/ Islander ' Hispanic -or t Latino g. 0 24°�.' .Persons Disabilities .48% :05°!0 . ' 11.5% 11:5% Families with• 'Ch7dren o .0 C"r ,. c Did i49si,eay Robe a : 0 Woftheet.3: posed AMarkerrng Activities — Community Contacts (See AFHM-Plan, 'Block 4b} :fir Fureach targt ted m g p4Pulation designated•as 1Oast Gkely to apply •in.Blodc 3b.-Identify at least orie-'ominiuniiy'contad :- •organization -you w111•bse iof$cifitate outreach to the •group.. This could be a sbdhl service agency, religions body, advocadygiaup, •` community -lief w'. etc. St da the• names of contactpersmiii -their addresses•and-phone:numbers,their previous experience wbrictrlg wM the target popufa6on,the.apprwdmate.date contaci"&A �itl betdtiated, and ttie spedfic role they'winplayan assisting,v itttl ii affirmative•• 1Wr'housing.marketing.program:*Att 0addi6onalpages,dfneeessary.: 'Targeted•P.opulation(s) • 'CommunityCbntaci(s),indluding•required Information AD Groups in 3 B TMw whim the Saisfr Kobtena Housing AuBroiiiy. i�errals for hormsiri& :' : plka 406.6754491: - I -have matted brochures to.this agrIgiforubtheir ofbce ' Most recerrl date rrlarled 7125=12: 9rnimpsin3B SadyConnerwr"tirtireAg.c!.A.O9'p"deshmidbgaeMnais:.tswWbio�tottirofOewhen needed so- anyone intheirotTroeseekinyhousingran.oick•ope.yi:Iupdateourk yvHBrthem_: . 160 ECefi! f Rd.: Sbe A;Kafispep 59901 Phoir� 406.758.5T�0 : most re6eni0ift rtramled 7r152012 All Groups in 313 . L-sawilh the CmiftwdV Adlon Pdrtimer o agencyw wlh.d irvoudmer'termrils :l send this bwdiums and communkbiev th'Brern regar�rmg appli & i�trarmis-m!. :voud`hers. They promirde hous;urg' refimals PO• Box 133W : Karrspel Nit 59904 Phone: 406.7584w Most recent dab rnalled M25=2 All Groups in 3B :::' Shari Wrdf w11111 the Urdbed WayreTers app1canls,:Weps a Est of housing sources Send 'brochures to tuner • . regubdy amid update 6e turps with thin. •PO Bmix7217. Kari�eB Mi 59904 l?horse 40M7aZ7,M - Most recent dale maw 7f2SMZ All Groups in.3B LaVonniie with the Sain rjlan House refers'appficaft d•mal brochrues.Jo them regi Wdy. PO Box M7 KalispeA Mt .'5gb03, Phone: 405257.5S6l'. Most'rd&nt date mailed 7125PL012 -