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8.1. HRSR 01-03-2005ITEM ~ 8.1. of 1111 ~/'~. River MEMORANDUM TO: Housing and Redevelopment Authority ~j FROM: Heidi Steinmetz, Assistant Director of Economic Development ~J DATE: January 3, 2005 SUBJECT: Minnesota City Participation Program Attachments • MCPP Guidelines • MCCP Program Enhancements • 2004 MCPP Usage Report Background From 1991 to 1996, the Elk River HRA participated in the Minnesota Housing Finance Agency's (MHFA) Minnesota City Participation Program (MCPP), which provides loan dollars to qualified first time home buyers. Through the MCPP, MHFA sells mortgage revenue bonds on behalf of communities to meet locally identified housing needs. The proceeds are then used to provide below-market interest rate mortgages to first time homebuyers with income limits outlined in the attached MCPP Guidelines. The loans are originated and administered through local lenders approved by the MHFA. To participate in the program, staff would need to complete the application and administer any city added targeting or enhancements such as those listed in the attached MCPP Program Enhancements list, and monitor fund usage. The HRA would need to pay a processing fee of $20 for each $100,000 allotment provided and a 1% refundable deposit. Issue Staff recently received information regarding the 2005 MCPP. The HRA has not participated in the program since 1996, however Sherburne County has applied and been awarded an allocation for the last several years. The attached MCPP Usage Report indicates that Sherburne County was allotted over one million dollars in 2004 and completed nine loans. Recommendation The Sherburne County Administrator has indicated to staff that he will apply fora 2005 allocation therefore staff does not recommend a separate city application. 2004 MCPP Usage Report 11 /30/2004 Allocation Percentage of Allocation Name Amount Committed Amount Funds Availabe # of Loans Usage Albert Lea, City of $261,684.00 $446,975.00 -$185,291.00 7 170.81 Alexandria, City of $142,646.00 $451,325.00 -$308,679.00 4 316.40% Anoka County $4,460,612.00 $4,252,885.00 $207,727.00 25 95.34% Barnesville, City of $100,000.00 $135,400.00 -$35,400.00 1 135.40% Barnum, City of $100,000.00 $0.00 $100,000.00 0 0.00% Becker County $443,585.00 $1,198,022.00 -$754,437.00 12 270.08% Beltrami County $592,860.00 $861,422.00 -$268,562.00 10 145.30% Blue Earth County $825,812.00 $1,764,857.00 -$939,045.00 15 213.71% Breckenridge, City of $100,000.00 $187,365.00 -$87,365.00 2 187.37% Cass Lake, City or $100,000.00 $0.00 $100,000.00 0 0.00% Chippewa County $188,081.00 $265,723.00 -$77,642.00 4 141.28% Chisago County $648,167.00 $276,000.00 $372,167.00 5 42.58% Clearwater County $100,000.00 $0.00 $100,000.00 0 0.00% Crow Wing County $826,955.00 $1,999,609.00 -$1,172,654.00 20 241.80% Dilworth, City of $100,000.00 $112,235.00 -$12,235.00 1 112.24% Dodge County $268,863.00 $503,454.00 -$234,591.00 5 187.25% Duluth, City of $1,245,441.00 $1,977,470.00 -$732,029.00 18 158.78% Fillmore County $310,014.00 $323,645.00 -$13,631.00 3 104.40% Fulda, City of $100,000.00 $206,111.00 -$106,111.00 3 206.11% Glyndon, City of $100,000.00 $119,050.00 -$19,050.00 1 119.05% Hennepin County (Suburban) $10,829,507.00 $2,724,904.00 $8,104,603.00 20 25.16% Houston County $288,143.00 $905,900.00 -$617,757.00 8 314.39% Hubbard County $267,488.00 $403,000.00 -$135,512.00 4 150.66% Janesville, City of $100,000.00 $121,500.00 -$21,500.00 1 121.50% Kandiyohi County $597,897.00 $1,676,193.00 -$1,078,296.00 18 280.35% Lake of the Woods County $100,000.00 $0.00 $100,000.00 0 0.00% Mahnomen County $100,000.00 $196,100.00 -$96,100.00 4 196.10% McLeod County $513,844.00 $668,882.00 -$155,038.00 6 130.17% Moorhead, City of $471,462.00 $740,147.00 -$268,685.00 7 156.99% Morrison County $468,336.00 $643,102.00 -$174,766.00 6 137.32% Mower County $563,636.00 $1,233,468.00 -$669,832.00 18 218.84% NW MN Mulit-County HRA $1,269,643.00 $1,398,555.00 -$128,912.00 24 110.15% North Mankato, City of $176,704.00 $143,763.00 $32,941.00 1 81.36% Olmsted County $1,878,844.00 $3,433,423.00 -$1,554,579.00 29 182.74% Otter Tail County $839,403.00 $1,649,045.00 -$809,642.00 21 196.45% Owatonna, City of $334,100.00 $323,887.00 $10,213.00 3 96.94% Ramsey County (Suburban) $3,282,057.00 $3,536,912.00 -$254,855.00 22 107.77% Rice County $848,609.00 $687,700.00 $160,909.00 5 81.04% SE MN Multi-County HRA $1,297,984.00 $1,297,582.00 $402.00 12 99.97% Sauk Centre, City of $100,000.00 $192,920.00 -$92,920.00 2 192.92% Sherburne County $1,035,460.00 $1,235,657.00 -$200,197.00 9 119.33% St. James, City of $100,000.00 $138,000.00 -$38,000.00 3 138.00% St. Peter, City of $144,441.00 $521,899.00 -$377,458.00 4 361.32% Stevens County $144,904.00 $337,200.00 -$192,296.00 4 232.71% Swift County $167,267.00 $274,200.00 -$106,933.00 4 163.93% Washington County $3,050,118.00 $2,411,571.00 $638,547.00 14 79.06% Winona, City of $100,000.00 $0.00 $100,000.00 0 0.00% Wright County $1,424,433.00 $2,390,802.00 -$966,369.00 16 167.84% Total $46,509,000.00 $44,367,860.00 $2,141,140.00 401 95.40% The Minnesota City Participation Program (MCPP) PROGRAM GUIDELINES Through the MCPP, MHFA sells mortgage revenue bonds on behalf of cities to meet locally identified housing needs. The proceeds of these bonds provide below-market interest rate home mortgage loans for low- and moderate-income first-time homebuyers. The MCPP provides cities throughout the state with a unique opportunity to easily access housing resources to meet the needs of their citizens. (Note: City means any statutory or home rule charter city, county housing and redevelopment authority, or any public body which: a) is the housing and redevelopment authority, port authority, or an economic development authority of a city; and b) is authorized by a statutory or home rule charter city.) • Statute limits the single-family portion of the housing pool to an initial 31 • Per statute, MHFA uses apopulation-based formula to determine each city's maximum allocation. The maximum allocation a city receives is determined by its population compared to the total population of all applicants. • Cities apply for a specific dollar amount (minimum of $100,000) or request the "maximum allowable" under the population formula. If the individual allocation as determined by the per capita formula falls below a level that the city cites as "minimum," MHFA contacts the city to verify whether the city would like to cancel its application. • If funds remain in the housing pool on July 15`h, MHFA may request those funds on behalf of cities that received an initial allocation in the 2005 program year. Statute directs MHFA to provide those funds to cities in a pool on a first come, first served basis. • A city must use at least 50% of its 2005 allocation by the program expiration date. If the city uses less than 50%, its program year 2006 allocation is limited to the amount successfully used in 2005. However, cities receiving the minimum allocation of $100,000 must use 50% of their initial 2005 allocation to participate in 2006. If a city receiving the minimum allocation fails to use 50% of their initial 2005 allocation and does not participate in 2006, the city may receive a 2007 allocation based on the population formula. • The usage test also applies to self-issuers. Submission of this application requires these cities to submit loan origination data to MHFA to confirm compliance with this statutory requirement. • The 2005 MCPP program term will run for eight months. Cities retain the exclusive use of their individual allotments for asix-month period. Following the expiration of the six- month period, MHFA collapses all remaining individual allotments into a single, statewide pool available to all participating cities for the remaining program term. 11 /04 MCPP mortgages must meet the requirements of standard mortgage insuring and guaranteeing entities, mortgage industry accepted underwriting standards, and state and federal law governing mortgages provided through the issuance of mortgage revenue bonds. Borrower household income limits may not exceed 80% of area median income tiered by household size. Currently, these household (HH) limits are as follows (Note: HUD typically revises these limits between January and April): 11-County Twin Cities Metropolitan Area (Anoka, Carver, Chisago, Dakota, Hennepin, Isanti, Ramsey, Scott, Sherburne, Washington and Wright) $275,625 $275,625 Dodge County $214,312 $214,312 Goodhue County $202,388 $202,388 Olmsted County $214,312 i $214,312 Wabasha County $214,312 $214,312 Balance of State $189,682 $189,682 • MCPP funds may only be used to finance properties located within the jurisdictional limits of the participating city or county. • MHFA offers participating MCPP cities access to MHFA's Homeownership Assistance Fund (HAF), an interest-free, deferred payment second mortgage loan. HAF provides targeted first-time homebuyers with downpayment/closing cost assistance of up to $3,000 and monthly payment assistance of up to $60 (cumulative amount $1,440). • Participating lenders originate home mortgage loans, which MHFA buys in accordance with the MHFA Mortgage Program Procedural Manual. • If a city commits additional resources or subsidies in conjunction with MCPP, a layer of guidelines may be added as required by the source of the subsidy. INDIVIDUAL CITIES ARE RESPONSIBLE FOR THE DEFINITION AND ENFORCEMENT OF THESE ADDED GUIDELINES. • The Minnesota Department of Finance charges a processing fee of $20 for each $100,000 allotment provided and a 1 % refundable deposit. For cities participating in MCPP, this is due with the executed MCPP contract returned by each city before the bonds are sold. DO NOT SEND A 11 /04 • The current statutory house price limits are: CHECK BACK WITH YOUR COMPLETED RFP; WE WILL NOTIFY YOU WHEN TO FORWARD YOUR FEE. • MHFA provides marketing support in the form of brochures, press releases and a shared marketing cost program. 1. Following the application deadline, MHFA reviews all submitted applications. 2. MHFA applies the per capita allocation formula, as specified in statute, to determine the allocation plan. 3. MHFA completes a mailing notifying cities of allotment amounts, and provides a formal request for fees. (DO NOT SEND A CHECK BACK WITH YOUR COMPLETED RFP). For those cities participating in MCPP, the mailing also includes two (2) contracts, which must be signed and returned. 4. Cities participating in MCPP must execute and return the contract along with the processing fee (see Part VI. Program Administration) and a 1% application deposit. 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