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6.4. HRSR 02-05-2024Request for Action To Item Number Housing and Redevelopment Authority 6.4 Agenda Section Meeting Date Prepared by General Business February 5, 2024 Joshua Mollan, Economic Development Specialist Item Description Reviewed by Housing Rehabilitation Loan Program Update Brent O’Neil, Economic Development Director Reviewed by Cal Portner, City Administrator Action Requested Receive updates on the Housing Rehabilitation Loan Program. Background/Discussion The loan origination contract with CEE expired at the end of 2023. The amendment for a one-year extension approved by the board in January has been executed and will expire December 31, 2024. Regarding existing loans, CEE reports that all accounts are current and the HRA’s portfolio is performing as expected with no delinquencies or late payments. There have been no new loans issued this period and $150,000 remains available for new loan disbursements in 2024. Financial Impact N/A Mission/Policy/Goal Improve existing housing stock by offering incentives or programs to repair and maintain residential properties. Attachments  CEE Monthly Loan Activity Report  CEE Monthly Loan Activity Summary The Elk River Vision A welcoming community with revolutionary and spirited resourcefulness, exceptional service, and community engagement that encourages and inspires prosperity. Updated: January 2023 CEE SERVICING REPORT TYPE:INVOICE REPORT DATA SET DATE:1/1/2024 REPORTING PERIOD:Dec-23 INVESTOR:CITY OF ELK RIVER 212 3rd Avenue North, Suite 560 Minneapolis, MN 55401 REPORTING MONTH: DECEMBER 2023 Ph.: 612.455.7805 POOL Total Count of Loans New Loans Added Loans Transferred for Serviving Count of Active Delinquent Accounts Total Amount Collected During the Month Principal Collected During the Month Interest Collected During the Month New Loan On- boarding Fee @ $20/Account Loan Transfer On- Boarding Fee @ $20/Account Monthly Servicing @ $6/Account Delinquent Loan Management @ $3/Account Total Monthly Fees Netted Amount to Transfer to Investor Row Labels Count of LOAN #Sum of NEW LN INDEXSum of TRNX INDEX Sum of DELINQ INDEXSum of PMNT AMOUNTSum of PRN COLLECTEDSum of INT COLLECTED HRA REHAB 9 0 0 0 $1,971.22 $1,450.53 $520.69 $0.00 $0.00 $54.00 $0.00 $54.00 $1,917.22 Grand Total 9 0 0 0 $1,971.22 $1,450.53 $520.69 $0.00 $0.00 $54.00 $0.00 $54.00 $1,917.22 ACCOUNT DETAIL FOR INVOICING PORTFOLIO POOL LOAN #PROPERTY CONTRACT DATE LOAN AMOUNT PMNT DATE PMNT AMOUNT PRN COLLECTED INT COLLECTED TRNX INDEX NEW LN INDEX DELINQ INDEX ELK RIVER RESIDENTIAL HRA REHAB 19-015215 606 JEFFERSON LN NW 8/3/2015 $20,650.00 12/11/2023 $192.33 $185.17 $7.16 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 19-015204 1420 5TH ST NW 1/25/2017 $22,069.00 12/20/2023 $208.04 $192.55 $15.49 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 19-015209 609 GATES AVE NW 9/22/2017 $19,665.00 12/10/2023 $187.63 $169.36 $18.27 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 19-015217 1811 MAIN ST 5/4/2018 $21,640.00 12/10/2023 $162.79 $109.43 $53.36 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 19-016564 403 3RD ST NW 7/15/2019 $15,252.22 12/15/2023 $154.43 $123.57 $30.86 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 23-029012 18990 TWIN LAKES RD NW 4/21/2023 $34,749.06 12/18/2023 $260.00 $149.11 $110.89 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 23-028654 13222 179 1/2 AVE NW 6/16/2023 $33,925.67 12/20/2023 $300.00 $191.34 $108.66 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 23-029085 17931 GARY ST NW 6/20/2023 $30,223.00 12/20/2023 $306.00 $210.02 $95.98 0 0 0 ELK RIVER RESIDENTIAL HRA REHAB 23-029618 13366 181ST LN NW 10/2/2023 $23,780.00 12/29/2023 $200.00 $119.98 $80.02 0 0 0 $1,971.22 $1,450.53 $520.69 CEE SERVICING REPORT TYPE:AGING DELINQUENCY REPORT DATA SET DATE:1/1/2024 REPORTING PERIOD:Dec-23 INVESTOR:CITY OF ELK RIVER AGING DELINQUENCY DETAIL PER ACCOUNT AS OF 12/31/2023 LOAN #BORROWER ADDRESS CONTRACT UNPD PRN BAL DPD TOTAL DUE 1 TO 15 DPD 15+ DPD 30+ DPD 60+ DPD 90+ DPD UNPD LATE FEES STATUS LAST PMNT DATE LAST PMNT AMNT 19-015215 606 JEFFERSON LN NW 8/3/2015 $3,568.52 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/11/2023 $192.33 19-015204 1420 5TH ST NW 1/25/2017 $7,345.00 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/20/2023 $208.04 19-015209 609 GATES AVE NW 9/22/2017 $7,910.24 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/10/2023 $187.63 19-015217 1811 MAIN ST 5/4/2018 $15,166.87 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/10/2023 $162.79 19-016564 403 3RD ST NW 7/15/2019 $9,261.55 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/15/2023 $154.43 23-029012 18990 TWIN LAKES RD NW 4/21/2023 $33,580.05 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/18/2023 $260.00 23-028654 13222 179 1/2 AVE NW 6/16/2023 $32,860.52 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/20/2023 $300.00 23-029085 17931 GARY ST NW 6/20/2023 $28,982.81 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/20/2023 $306.00 23-029618 13366 181ST LN NW 10/2/2023 $23,432.49 0 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 CURRENT 12/29/2023 $201.00 $162,108.05 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 1,972.22$ CEE Monthly Loan Activity Summary 2/5/24 6.4 at2