CR 93-47 MHFA Participation Program
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Mafch 30, 1993 K \ Council Report 93-47
~ APPLICATION FOR THE MHFA MINNESOTA CITY PARTICIPATION PROGRAM
Proposed Action
Staff recommends approval of the following motion: Approve submission
of an application for the Minnesota city Participation Proqram.
with approval of this action the application will be submitted to the
Minnesota Housing Finance Agency for their review and approval.
Overview
The Minnesota Housing Finance Agency (MHFA) is soliciting applications
for participation in the Minnesota city Participation Program (MCPP),
a mortgage program for first-time home buyers. This program allows
the MHFA to sell mortgage revenue bonds on behalf of participating
cities. The proceeds of these bonds are used to provide below market
interest rate home mortgage loans to low and moderate income first-
time homebuyers.
The city is required to submit a 1% refundable deposit with its
application. The deposit will be refunded upon the sale of the
. mortgage revenue bonds, estimated to occur sometime this
spring/summer. Additionally, the City must pay a non-refundable
processing fee of $300.00 (based on an allocation of $1,600,000.).
The city has participated in this program in 1991 and 1992, and has
had moderate success. In the 1992 program, there were five loans made
with MCPP funds, totaling $324,000 out of a total allocation of
$1,174,863. Staff is recommending that the City apply for
$1,600,000. in 1993 MCPP funds.
primary Issues to Consider
o What is the purpose of the program?
o What services will be performed on behalf of the City?
o What is the cost to the city for participating in
program?
o What are the requirements of the program?
o What is the basis for the amount of the city's request?
o Who will serve as the City's lender?
Supportinq Information
o Application for the Minnesota City Participation
Program
erum, Housing Coordinator
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A MCPP Application
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primary Issues to consider
o What is the purpose of the program?
The primary objective of the MCPP is to provide affordable mortgage
financing for low and moderate income homebuyers through the issuance
of mortgage revenue bonds. Through the MCPP, the City receives a
"set-aside" of funds to be used to make loans in Hopkins. The lower
interest rate of these funds attracts home buyers to Hopkins and makes
their housing more affordable.
o What services will be performed on behalf of the city?
The following are the benefits of participating in the Minnesota City
Participation Program:
o MHFA will provide administrative support for both the bond sale
and the operation of the program
o MHFA will incur the expenses associated with the issuance of
the bond
. o MHFA will assist in marketing each city's program
o Local lender(s) take the applicationsfor.the program and
originate the mortgage loans
o Mortgage loan funds are available to eligible applicants at 1
1/2 to 2% below market mortgage interest rates
o Only participating cities will have access to MHFA's
Homeownership Assistance Fund which provides monthly payment and entry
cost assistance to lower income applicants.
o What is the cost to the city for participating in the program?
To apply for the funds, a refundable deposit equal to 1% of its
requested allocation must be submitted along with the application.
Based on a requested amount of $1.6 million, the required deposit
would be $16,000. The deposit must accompany the application but will
be refunded upon the sale of the mortgage revenue bonds.
Additionally, a processing fee must be paid prior to the bonds being
sold. The fee is based on the final allocation and is anticipated to
be $300.
The 1% deposit and processing fee would be taken from the Economic
Development Fund.
o What are the requirements of the program?
~ Borrower Eligibility:
o Must be a first-time home buyer defined as not having had an
ownership interest in a principal residence for the past 3 years
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.- MCPP
Rpt. 93-47
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o Must occupy .home within 60 days
o "Adjusted" gross income must not exceed $40,800 per year. The
most common adjustment for income would be $1000 per family member so
that a family of four could actually gross $44,800 and still qualify
for the loan funds.
Property Requirements:
o Properties must be existing one-family homes, townhomes or
condominiums (some duplexes may also be eligible)
o Residence must be in good repair and meet usual mortgage
underwriting requirements
o Property must not exceed the MHFA Acquisition Cost Limits of
$85,000 for a one-family home
These are the minimum requirements for eligible properties. The City
has the ability to further "target" properties or eligible
participants by incorporating additional restrictions such as targeted
population groups (i.e. minorities, handicapped, elderly), specific
program boundaries, etc. . . Staff recommends that the City propose to
use the minimum requirements (and the maximum income limits) allowed
II by MHFA to make the funds available to as many individuals or families
as possible.
o What is the basis for the amount of the City's request?
From October 1991 to September 1992, there were 57 single family homes
in Hopkins which sold for $85,000 or less. There were an additional
49 condominiums and townhomes which sold for this amount. Based on
these figures staff is recommending that the City request $1.6 million
to finance the purchase of 20 homes (approximately 20% of the eligible
properties).
Although the recommended request is substantially more than what has
been expended through this program in previous years, staff contends
that it is a reasonable request. Furthermore, the actual allocation
will most likely be reduced due to limited bond funds.
Under the guidelines of the program, a city must apply for at least
$250,000 and not more than $4 million.
o Who will serve as the city's lender?
Norwest Mortgage has agreed to participate in this program as a local
lender as they have the past two years.
. Under the guidelines of the program, cities may select one or more
~ s~ec~fic l7nders to deliver their program or may specify all lenders
w1t~1n the1r area that are under contract with MHFA to provide program
del1very. However, the application must identify one lender and
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Rpt. 93-47
Page 4
include a letter of intent from that lending institution. Norwest
will be forwarding a letter of intent to participate which will be
included in the application but staff is recommending to also allow
any participating lender to make loans under our program.
Alternatives
The Council has the following alternatives regarding this issue:
o Approve the application as recommended by staff.
o Amend the application to further "target" the program, to
request more or less funds, or make other eligible alterations.
o Decide that they do not wish to participate in the MCPP and
reject the application.
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. APPLICATION FOR FUNDING
MINNESOTA HOUSING FINANCE .AGENCY
1993
MINNESOTA CITY PARTICIPATION PROGRAM (MCPP)
ELIGIBLE ORGANIZATION
Name and address of organization:
City of Hopkins
1010 First street South
Hopkins, Minnesota 55343
Name and phone number of contact person:
Kersten Elverum, Housing Coordinator
#935-8474
Type of Organization: City
Amount of funds requested and estimated number of
loans to be provided:
$1,600,000.00;20 loans
. Balance of unused Mortgage Revenue Bond or Mortgage
Credit Certificate resources still available in
Hopkins (non-MHFA): None
ORIGINATING LENDER
Norwest Mortgage
1011 South First Street
Hopkins, MN 55343
HOUSING PLAN
See Attached
PROGRAM SPECIFICS
How the program fits into the comprehensive
housing plan:
The city of Hopkins, through the MCPP will provide
assistance to low to moderate income first-time
homebuyers to purchase a home in Hopkins. This
help meet the need for such assistance, as
identified in the comprehensive housing plan.
. The program will also help to keep the overall
housing market strong in Hopkins by linking
eligible properties to interested buyers and then
making the purchase of those homes possible.
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Borrower income limits:
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80% of HUD median family income for the Twin
cities MSA,currently at $40,800.
Home purchase price limits:
The home purchase price limit for the Hopkins'
program may not exceed the MHFA price limit,
currently set at $85,000.
Targeting of specific population groups:
The city of Hopkins will not target any specific
population group for the Minnesota city
Participation funds.
Targeting of area or housing stock:
The city of Hopkins will not target an area or
specific housing stock for inclusion in the
Minnesota city Participation Program.
optional program enhancements: None.
. Schedule for release of funds: Immediate.
Why this program is a good candidate for funding:
The Minnesota city Participation Program is
designed to assist low to moderate income first-
time homebuyers in the purchase of their first
home. Hopkins is an ideal community for this
type of program due to several factors.
First, the single-family housing stock is largely
made up of "starter homes" which by value are the
types of properties which qualify for financing
through this program. The city also has a
significant number of condominiums and townhomes
(over 15% of the housing stock).
Secondly, the city of Hopkins has a lower than
average median income which indicates a greater
number of residents who would qualify for the
loan program.
Additionally, the city has the highest percentage
of residents in the 19-29 year old age group,
according to the 1990 Hennepin County census.
. Typically, this is the age group which contains
the most first-time homebuyers.
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ECONOMIC VIABILITY
Real estate sales over the past year:
During the period from October 1991 to September
1992 there were a total of 57 single family homes
which sold in Hopkins for $85,000 and under.
There were an additional 49 condominium and
townhomes which sold in this price range.
Combined there were a total of 106 homes sold in
Hopkins which would potentially qualify for the
proposed program.
U. S. Census Data:
According to the 1990 census, the median value of
single family homes in Hopkins is $86,700, just
slightly above the maximum purchase price allowed
under the proposed program. This data indicates
that there is an ample supply of properties which
would be eligible under the proposed program.
NEW CONSTRUCTION REOUIREMENTS
. There will be no new construction under the City of
Hopkins program.
SIGNATURES
The information herein is true and correct based on
normal and prudent business inquiry.
Nelson W. Berg Date
Mayor
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