Maintenance CommitteeTuesday February 22nd, 20107 p.m.

Hypatia Co-op7Lt)2-E-GorlTam-Street

Estimated meeting time: 2 hours

Item Pages Sponsor Time TypeCheck-in

• Announcements• Approve Previous Meeting Notes &a6"• A g e n d a R e v i e w '

k Nikki S./Tony A.

10 min Info /Discussion/Decision

Agenda• House Issues• Updated MaintCo Contact List (as of

02/11}• Budget Packet Decision

56-31

Nikki S./Tony A. 10 min

0 min90 min

DiscussionInformationalDecision

Check-out• Take Home/ Check Out

10 min Discussion

Tony AndersonMaintenance Coordinatormaintenance@madisoncommunity.coop(608) 213-3551

Nikki SignerMaintenance Officernikki.signer@gmail.com

(262) 271-5836

Maintenance Committee Attendance' A M A U AV FR HY IN L0 OF PH SO SY

6/15/2010 X X X X X X6/29/2010 X X X X X X7/13/2010 X X X7/27/2010 * X X X X X8/10/2010 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a9/7/2010 X X X X X X X X9/21/2010 X X X X X X10/5/2010 X X X X X X10/19/2010 X X X X X X X X X X11/2/2010 X X X X X X X X X11/30/10 n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a n/a01/25/11 X X X * X X02/08/11 X X X

tT——i— X X * X »1>ckc ""Sv6*t ikro*** _*/fe£ rW/»\ X K I b f ^nt^ £*_.* House Mainter itenance Officer at least 24hrs before the

Jos*-ting.

2/22/11

H o u s e 1 'osition Name Phone Number EmailAmbrosia IMC/Rep Peter Fiala 608-443-7820 toofarunderwater@yahoo.comAudrey Lorde IMC/Rep Kim Byas kbyas@wisc.eduAvalon MC/Rep Dorothy Allen dorothy.j.allen@gmail.comAvalon IMC/Rep CoCo O'Connor snowyfjord@gmail.comFriends IMC/Rep Caleb Warner 608-354-9411 cwarnerl 9@gmail.comHypatia IMC/Rep Kevin Rohrer kgrohrer2@gmail.comICH IMC/Rep James Littiebrant jameslittiebrant@gmail.comLothlorien tep Zach Starr 612-554-7266 zacharydstarr@gmail.comLothlorien IMC Xylon Doulas 608-256-6080 xylon.doulas@gmail.comLothlorien louse contact Loth Maintenance maintenance@lothwiki.orgOfek Shalom IMC/Rep Nicole Collazo-Santiago 608-257-0035 ncollsan09@gmail.comPhoenix IMC/Rep Henry Wideman 715-408-4108 wideman@gmail.comSophia IMC/Rep Kiril Lozanov 847-208-4358 klozanov@yahoo.comSyntropy IMC/Rep Kate Fanis 608-772-7738 katefanis@gmail.comMCC daint Officer Nikki Signer 262-271-5836 nikki.signer@gmail.comMCC /laint Coord. Tony Anderson 608-213-3551 maintenance@madisoncommunity.coop |MCC Vssist. MC CJ Carter 608-443-7223 mccmaintenance.cj@gmail.com

Macrintosh HD.Users MCCDownload s: l l - l .x ls

Proposed Budget Timeline

Jan 25 Begin Budget DiscussionFeb 8 Extended Budget DiscussionFeb 22 Budget Decision, Send to Finance CommitteeMar 1 Finance goes over initial Budget, sends budget backMar 8 Maintco revises budgetMar 22 Final budget decision, send back to FinanceMar 29 Finance approves budget, send to BoDApril 6 BoD approves budgetApril 30 Budget finalized at GMM

Peter-AMKevin-HYHenry-PHNikki-MOTessa - AUCaleb-FRDorothy-AV

"Tony-MC

Announcements:Peter: Librarians or Barbarians Party (dress up if you wanna) 9pm this SaturdayDorothy: Open room!

Approve Notes: tabled, send out with updated lists

House Issues:Caleb: lead pipes, lead paint?Kevin: can buy test kits at any hardware store, problems: if you test, then you must tell occupants

-lead pipes not as much of a concern, unless you're letting water sit (not turning on sinks for along time)Peter: got tested in '97, have to hand out forms, no one has refused to move in, most tested houseKevin: no real risk unless sanding or child under two, am certifiedNikki: Phoenix has lots of lead, need to get a certified worker group person to do it, Tony wants to takecare of it within these next few years

Peter: two broken toilet seats, how do I ask about it?Henry: ask if round or narrow, two very different ways of attaching

Tessa: Carbon monoxide detectors?Tony: yes, CJ and worker group all put those in, we're double-checking with building inspectors onspecificsDorothy: our CO detector went off on lst floor, had to evacuate, should we have our boiler and stovechecked out?Tony: we can check that out, candles and incense can cause that too

Budget discussionTessa: highlighted finishing wood floors, but no number?Tony: don't know cost yet, I highlighted what I thought was of concern for each house, if peopleagree/feel strongly we'll def put that on priority listCaleb: updated fire system?Tony: would be over $20K, looking to do a gradual imporvement there

-hoping to keep these lists intot he future, to keep a running tally of what we need to do, this isjust a starting point, if standards change we'll cross those bridges, but see this as tool for futureimprovementsCaleb: our windows and doors are drafty, a priority for our houseTony: could do other things to increase seals, Mik is genius on that, we could definitely make THAT apriority, turn major maintenance into minor maintenance

-I think MCC should have more long-term budgetingPeter: City inspections?

Tony: there is a line item for that, International and Lothlorian are slotted to come up nextPeter: what does that fee go to?Tony: small repairs that the building inspector findsHenry: specific quote on windows for phoenix, did you look into it?Tony: we have a few bidsHenry: should that be a priority? Sounds like it would be a fiasco.Tony: will be a huge cost, could petition but will take most of the money from other houses, could do afew windows a yearHenry: our living room is huge heat sink...Tony: didn't put those in quote, those are all custom, at least $30KTessa: will driveway be something done in next year?Tony: will have other issues, but can be clarified at MaintCo

Tony: want to keep this packet for Board and GMM, want to have standard, want to eliminate loans,Integra part of financial planning aspect, want to take out line of credit for $850K to use over 3 years totake care of many major projects, financiers want to know ALL of the numbers for grants, this packetprovides that for everyone, wanted to create efficiencyHenry: what's our timeline? Can houses still come with concerns?Nikki: reads it, SEND OUT, FEB 22Peter: being under budget, where does that go?Tony: back in MCC savings, want to go into Capital Replacement Set-Aside Fund, to save money upfor things that will add significant equity to house (roof, etc), in my mind there's a difference betweenmajor maintenance and capital improvement (doors = no, floors = yes), in future plannign hopeeveryone can make distinctions

Tony: please send concerns/questions about packet, want it to be understandable

Tessa: $5K in education under administration?Tony: want to do videos to preserve institutional memory, want to give more money back into housesto do for themselves, but they need to be informed, want to be specific to house

Henry: what do you expect to be contentious?Tony: Worker Group salariesTessa: was going to ask, why is it so much higher?Tony: cut back long ago, went to contractors, costs really added up, want to keep people loyal to MCC,keep institutional memory, in actuality a cheap way to get stuff done without contractors, $18 an hourfor skilled worker seemed right to meKevin: was liscened for lead safety and building inspection, could helpTony: could switch this up (blue sheet)Peter: doesn't seem contentious, makes senseNikki: money is being cut in half elsewhere, we want to have progressive employmentTony: additional offers via UPMC, could save us money and offer more opportunities

Tessa: $8K for building space, not there previously?Tony: that was our proposed shop space, $600/moTessa: up in tools?Tony: mainly for lead safety, have to throw a lot of that stuff awayTessa: why is fire safety separate?Tony: to make us look good and safe, we do spend money on fire education

Tessa: walls/floors/windows cost, lead?Tony: yepTessa: but not lead safety?Tony: ...oops, may have doubled-up, we can bring up lead safety costs and bring down other costs

-want to bring up Matching Grants to encourage houses to spend money on their own houses

Caleb: low and high budget - low is house-autonomous, high is MCC as service?Tony: big differences are in major and minor maintenance funding, I think MCC should be raising ourbudget above inflation so that we can actually get things done with our old houses, totaled all of thehighlighted things in each house priority listCaleb: could create a middle ground by putting highlighted things on low budget with lower minormaintenance costsTony: this is the input I want, could force finance to find money elsewhere aside from raising rents,Madison Development Corporation gets most of their money from grants/outside sources, we need toget caught up with thingsNikki: could we have a lower budget and get grants for specific purposes?Tony: I looked into it, Commonwealth says houses with kids are eligible for lead safety grants (IN, SO,LO), but for example PH and FR fire alarm systems are faulty and not totally up to standard (not goodfor hearing-impaired, not connected to rooms), what if we have a bad fire? We should try to get thissafety stuff DONE so that people are truly safePeter: could we look into grants for safety purposes before we have to pass the budget?Tony: more likely it would be a development thing, don't think we'd have a guarantee by the time weneed to pass the budget, really want to have realistic costs outlined so finance knows how much weactually need, want to budget high so that we can tighten our belts safely when we need to instead ofcutting needed projectsCaleb: where would we put Thorton Ave stuff?Tony: probably under capital improvements, $100K-$700K, grants? Loans?Peter: we would increase our member base by 12Tony: not reflected in either high or low, we need to have this under discussion

-can in future lower these costs all around if we take care of these major projects

Take home:Tessa: take home Worker Group salaryCaleb: high/low/middle budgetDorothy: long-term goals, costs and benefits, like educationTony: thanks for the discussion, if y'all have questions please let me know, I want to make this the bestit can be, plan for futurePeter: want to have 2-3 hour meeting item to discuss with houseKevin: interesting first meeting, have previous co-op experience in chi, like to have long-term stuffHenry: take home budget, in-house priorities, down the road discussion

What Do You Do When You Have A Maintenance Problem?If you have a medical, fire, or other related emergency call: on!

Otherwise...1 st) See if you can take care of die problem yourself (try checking the internet tor helpful tips or solutions) If

you can't then...2nd) See if someone around you can help. If that doesn't work then...3rd) Find your House Maintenance Coordinator and talk to him/her. If that doesn't work then...4th) Gall and talk to the MCC Maintenance Coordinator. If the MC is not available then...

Talk to these people and ask their advice,■s" Another MCC Staff Person "S" Call a professional/do some research■a? The Main tenance Off i cer es t Another MCC Off icer

If none of the above things work then use your best judgment and try one of the numbers below/ If'you have a plumbing emergency call: H. J. Pertzborn plumbing: 256-3900 after hours 271-1405

/ If you have an electrical emergency call: Westphal Electric 222-0105S If you have an appliance emergency call; Central Service Co.: 222-8658 or Appliance Pros: 271-8848

/ If you have a heating emergency call: Hillestad Heating: 231-3888•f If you have a pest or vermin emergency call: Professional Pest: 258-3136J If you have a clogged drain emergency call: Rooter Express: 241-8889S If you have need of a locksmith call: J&K Security Solutions: 255-5799

If you smell gas leave the house and call: MG&E emergency response line: 252-7111• /

MCC Phone NumbersThe MCC Member Services CoordinatorChar Carroll® 608-658-9390 - Char___ services@madisoncommuniry.coopThe MCC Finance CoordinatorKathy Parker___ tinance@madisoncommunity.coop

MCC Maintenance CoordinatorTony Anderson__" 608-213-3551 - TonyIS] maintenance@madisoncommuniry.coopThe Maintenance OfficerNikki Signer__* 262-271-5836___ nikki.signer@gmail.comThe MCC Office_.. 251-2667

For info on area resources or assistance with basic life needs and personal issues(food/shelters/financial & legal assistance/alcohol & drug abuse/child & elder care/mental

health/health care/crisis intervention/ & much more in Dane County only) call: 211

Other Important Emergency NumbersCity of Madison Police (non-emergency )-255-2345WI State Patrol Emergency-846-8520UW Police-262-2957State Capitol Police-266-7700American Red Cross-233-9300Crime Hotline-266-6014Arson Hotline-800-362-3005Crisis Intervention-251-2345Disaster Information Helpline-800-525-0321

Federal Bureau of Investigation-833-4600Parental Stress Line-241-2221Poison Center-800-222-1222Rape Crisis Center-251-7273TDDTelecommunieations-608-266-1111Youth Crisis-800-448-4663National Runaway Switchboard-800-786-2929National Suicide Prevention Lifeline-800-273-8255

Proposed 2011/12 MCC Maintenance Budget

Section 1-Proposed Maintenance Budget 2011/12 (white section)(actual text): Thissection is the proposed maintenance budget that includes actual figures. There are a fewdifferent scenarios presented for discussion.♦The low budget version has lower amounts budgeted for minor maintenance and the

increase in the major maintenance line is based on a standard 5% percent increase insteadof actual estimated numbers.

♦The high budget version has minor maintenance figures that are based on the budgetedamounts from last year with a standard increase of 5%. The major maintenance increaseis based on estimated costs of maintenance projects prioridzed "1" in the majormaintenance schedule in section 4

♦The middle version is an amalgam of the high and low versions, the lower minormaintenance of the low version and the higher estimates for the major maintenance in thehigh version.

NOTE - For comparison sake, I have included the estimates for the ThorntonDevelopment project in all versions but have showed a total and percentage increase thatdoes not include this cost for better understanding regardless of whether this project goesthrough or not.

NOTE-The industry standards for increasing costs of construction are usually stated assomewhere between 3% and 7% percent and could actually rise as high as 12%. Ofcourse, these figures are dependent on many factors such as materials costs, increases inlabor costs, etc. For our purposes I use and average figure of 5% in determining theincreased costs per year.

Section 2-Budget Glossary (pink section)(informational): This section is a glossary ofthe terms and categories you will find on the proposed budget sheet.

Section 3-Budget Information - Special Notes (blue section)(informational): Thissection has notes that explain some of the rationale and assumptions for the differentsections of the proposed budget.

Section 4-Proposed Future Major Maintenance/Capital Improvement Projectsom>t*{(&BE*section) (actual text): This section will be a prioritized listing of proposed capital

improvements. It is broken down by house and will be prioritized to help determine thisbudget and future maintenance spending needs. The items that are shaded are things thathave been started, are nearly finished, or are items that we may strongly considerattending to in the 2011/12 budget year. There are some estimates in regards to theseitems.

Section 5-MCC Actual Mauntenance Spending Per House Since 1996/97 Budget year(purple section)(informationaI): This is a report showing comparisons of past spending

from 1996 to the present (as of December 31s' 2010). This chart gives totals of pastspending per house, a percentage of total money spent per house, and a figure based onthe number of members in each house. It also shows administrative costs for each yearand totals for all spending.♦Note - there is a column titled loan. This is the figure for repayment of the loan we tookout a couple of years ago to cover some large capital improvements (primarily at Hypatiaand Ambrosia).

Discussion topics:1) Please look at the major maintenance capital improvement section and prioritize

the projects that you and your house thinks needs to be done. Please prioritize inthis fashion: 1 = needs to be done in the coming budget year, 2 = needs to be donein two years, 3 = needs to be done in 3 years, 10 = do in 10 years, and etc.

2) What other info would you like to see in this packet that would help youunderstand the maintenance budget better?

3) What items do you think are missing that need to be added to your majormaintenance lists?

4) Routine maintenance - Should MCC oversee take care of routine things (annualdrain rootering, stove hood cleaning, fire extinguisher checkups, gutter cleaning,etc.) or should houses be in charge of making sure these things are getting done?Should houses or MCC budget and pay for these items?

5) What else?

Proposed Maintenance Budget 2011/12 Updated 2 /20 /11

Low Budget VersionCode* Item 2009/10 2009/10 2010/11 2010/11 2011/12 2011/12Administrative Costs Budget Actual-May} Budget Ac tua l -Dcc l Budqet Actual5724 Worker Group Salary $ 3 5 , 7 7 0 $ 2 4 , 4 9 4 S 4 2 , 9 0 0 ? 27,197 $ 63,909 $ .5725 Worker Group Employment Taxes $ 2 , 5 0 0 $ 1 , 9 2 5 S 3 , 0 0 0 $ 2,142 ■f 5,113 $ .5726 Administrative Expense $ 2 , 5 0 0 $ 2 1 5 S 3 , 0 0 0 $ . ? 2,000 $ _5727 Tools $ 1 , 5 0 0 $ 1 , 5 9 4 $ 1 , 8 0 0 $ 1,237 $ 1,800 $ -5728 Mobile Phone Service S 1 , 0 0 0 $ 1 , 3 8 6 $ 1 , 0 0 0 f 792 $ 1,300 $ .5729 Vehicle Principal Expense $ 2 , 5 0 0 $ 1 , 3 9 8 * "f - $ - $ .5730 Vehicle Expense $ 3 , 5 0 0 $ 2 , 4 7 3 $ 3 , 5 0 0 $ 2,807 $ 3,500 $ .5731 Maintenance Education S 5 0 0 $ 1 6 S 5 0 0 $ 46 $ 5,000 $ .5732 Fire Safety Education 5 $ S 2 5 0 •f - S 1,000 S -5733 Parkinq Lease Expence for Truck $ 6 0 0 $ 6 0 0 S 6 0 0 $ 350 S 600 $ -5734 Supplies Restock $ 2 , 0 0 0 $ 7 7 2 S 2 , 2 0 0 if 2,066 $ 4,000 s -5735 Vehicle Interest Expense $ $ 4 5 $ $ - s . s .5736 Matching Grant $ 4 , 0 0 0 $ 2 3 4 $ 4 , 0 0 0 S - s 6,000 $ _5737 Tool Room/Workshop Expense $ S 6 0 $ <. _ If -SrQQO- -s £_«e__55738 Meetings s S $ s . s $ /_f 4s A (5739 Misc. Admin Expenses $ 2 , 5 0 0 S 2 1 5 $ 2 , 5 4 0 s 310 $ 2,500 $ !&*<-r5740 Worker Group Health Care S S 4 , 8 0 0 S $ - s 9,600 S _5741 Worker Group Retirement s S 5 4 6 $ s 165 s 2,556 $ -5744 UPMC Guarantee Fund S 3 5 0 S 2 6 2 $ 3 5 0 $ 162 s 350 $ -5745 Worker Group Traininq Funds S $ 2 0 0 s $ - $ 1,200 $ .

Total Administrative Costs $ 5 9 , 2 2 0 S 41,235 S 65 ,640 s 37,274 $ 118,428 s -

' t f *

5701 E l e c t r i c a l ^ I $ 3 , 0 0 0 I $ - I $ 3 , 0 0 0 I $ 7 6 3 | $ 1 , 5 0 0 | $ ( / - |5702 Fire Safety 3,0005703 Plumbing5704 Heating/Ventilation

3,000

5705 Walls/Floors/Ceilinqs$ 3 , 0 0 0

3,0005706 Doors/Windows5707 Appliances

3,000

5708 Structural/Foundation$ 3 , 0 0 0

3,0005709 Exterior Repairs5710 Landscaping

$ 3 , 0 0 0

57115712

Weatherization/Energy Efficiency$ 3 , 0 0 0

5713Preventative Inspection Repairs

$ 10,000

Building Inspection Repairs$ 3 , 0 0 0$ 3 , 0 0 0

5714 Routine Maintenance 3,000571557165717

Miscellaneous 3,000Pest Control 3,000Lead Safetv

5718 Asbestos SafetyMinor Maintenance Total S 55,000 45,941

Major Maintenance0000 Capital Replacement Set-aside Fund0000 Major Maintenance5742 Maintenance Loan Principal (Capital Improve fr

49,000 S 103,604 $ 60,330 S 53 ,945$ 2 4 , 9 0 0 S 25,326 27,020 15,514

$ 63,34628,614

5743 Maintenance Loan Interest (Capital Improve frc S 20,100 £ 18,150 $ 16,450 S 9 , 8 4 7 14,8545707-10000

Appliances (To be capitalized/replacements)Thornton Ave Development Project (Rehab)

S 36,400 S 17,125 $ 33,600 S 4 , 9 3 1 $ 1 5 , 0 0 0

Major Maintenance Total $ 130,400 $164,205 S 137,400$ 573,900

$ 8 4 , 2 3 7 $695,714

0000 Unexpected Expenses $ 10,000 $ 12,000 $ 12,000

Final TOTAL $ 254,620 $251,381 $ 268,040 $153,685 $865,642 $Surplus/Overrun $ >3,239 $ .114,355 $ 865,642

Increase from previous year $ 13,420 $597,6025 % 2 2 3 %

Final total(excluding Thornton project) $291,742Increase from previous ycar(without Thornton project $ 23,702

9 %

Proposed Maintenance Budget 2011/12 Updated 2 /20 /11

1 ,000 $ 1 ,3862 , 5 0 0 $ 1 , 3 9 8

High Budget Version| C o d e # | I t e m 2 0 0 9 / 1 0 2 0 0 9 / 1 0 2 0 1 0 / 1 1 2 0 1 0 / 1 1 2 0 1 1 / 1 2A d m i n i s t r a t i v e C o s t s B u d q e t A c t u a l - M a v l B u d q e t A c t u a l - D e c l J B u d q e t5724 Worker Grouo Sala5 7 2 5 W o r k e r G r o u D E m p l o v m e n t Ta x e s I5726 Administrative Expense5727 Toos5 7 2 8 M o b i l e P h o n e S e r v i c e :5729 (Vehicle Principal Expense5730 Venice Exoense5 7 3 1 M a i n t e n a n c e E d u c a t i o n i5732 Fire Safetv Education5 7 3 3 P a r k i n g L e a s e E x o e n c e f o r T r u c k !5734 Supplies Restock5735 Vehicle Interest Exoense5736 Matchina Grant5 7 3 7 T o o l R o o m / W o r k s h o p E x p e n s e 15 7 3 8 M e e t i n g s I5 7 3 9 M i s c . A d m i n E x p e n s e s [5740 Worker Grouo Health Care5 7 4 1 W o r k e r G r o u n R e t i r e m e n t I5744 UPMC Guarantee Fund5 7 4 5 W o r k e r G r o u p T r a i n i n g F u n d s 1

To t a l A d m i n i s t r a t i v e C o s t s I $ 5 9 , 2 2 0 $ 4 1 , 2 3 5 $ 6 5 , 6 4 0 $ 3 7 , 2 7 4 $ 11 8 , 4 2 8

House Maintenance CostsMinor Maintenance

5701 Electrical5702 Fire Safetv5703 Plumbin5704 Heating/Ventilation5705 Walls/Floors/Ceilings5706 Doors/Windows

IE5_I___5__|5708 Structural/Foundation5709 Exterior Repairs5710 Landscaoin5711 Weatherization/Energy Efficiency5712 Preventative Inspection Repairs5713 Building Inspection Repairs5714 Routine Maintenance5715 Miscellaneous5716 PestContro5717 Lead Safe!5718 Asbestos Safet

I 1 M i n o r M a i n t e n a n c e T o t a l

Maior MaintenanceCapital Replacement Set-aside FundMaior MaintenanceMaintenance Loan Principal (Capital Improve frdMaintenance Loan Interest (Capital Improve fr

^Appliances (To be capitalized/replacements)T h o r n t o n A v e D e v e l o p m e n t P r o j e c t ( R e h a b ) $ I S - 1 $ 1 $ - 1 $ 5 7 3 . 9 0 0! M a i o r M a i n t e n a n c e T o t a l I $ 1 3 0 , 4 0 0 $ 1 6 4 , 2 0 5 $ 1 3 7 , 4 0 0 $ 8 4 , 2 3 7 $ 7 4 8 , 9 8 8

27,020 $ 15,5149 ,847 $ 14 ,854

36,400 $ 17,125

$ 10,000

Final TOTAL $254,620 $251,381 $268,040 $153,685 $ 939,816S u r p l u s / O v e r r u n I | $ . 3 , 2 3 9 $ . 1 1 4 , 3 5 5

Increase from previous vear 671.776251%

I F i n a l t o t a l ( e x c l u d i n g T h o r n t o n p r o j e c t ) I |Increase from previous vear(without Thornton oroiect)

$365,91697,876

fcj_i__j|

Updated 2 /20 /11

Middle Budget Version

j2009 /10 12009 /10 2010 /11B u d q e t l A c t u a l - M a v l B u d q e t

|Code* litemAdministrative Costs5724 Worker Grouo Sala5725 Worker Grouo Emolovment Taxes5726 Administrative Exoense5727 Tools5728 Mobile Phone Service5729 Vehicle Principal Expense5730 Vehicle Expense5731 (Maintenance Education5732 Fire Safetv Education5733 Parking Lease Exoence for Truck5734 Supplies Restock5735 Vehicle Interest Expense5736 Matching Grant5737 Tool Room/Workshop Expense5738 Meetings5739 Misc. Admin Expenses5740 Worker Group Health Care

15741 Worker GrouD Retirement5744 UPMC Guarantee Fund5745 Worker Group Training Funds

I I T o t a l A d m i n i s t r a t i v e C o s t s

House Maintenance CostsMinor Maintenance

5701 Eectr ical5702 Fire Safetv5703 Plumbin5704 Heating/Ventilation5 7 0 5 W a l l s / F l o o r s / C e i l i n q s I5 7 0 6 D o o r s / W i n d o w s I

5708 Structural/Foundation5 7 0 9 E x t e r i o r R e p a i r s «5710 Landscaoin5711 Weatherization/Energy Efficiency5712 Preventative Inspection Repairs5713 Building Inspection Repairs5 7 1 4 R o u t i n e M a i n t e n a n c e i5715 Miscellaneous5 7 1 6 P e s t C o n t r o l >5717 Lead Safe!5718 Asbestos Safe

Minor Ma in tenance To ta l $ 55 ,000 $ 45 ,941

2 0 1 0 / 11 2 0 11 / 1 2 2 0 11 / 1 2A c t u a l - D e c U B u d q e t A c t u a l

27,197 $ 63,909

2 6 2 $ 3 5 02 0 0 $ -

41 ,235 $ 65 ,640 $ 37 ,274

3 , 0 0 0 $3 , 0 0 0 $

53,000 $ 32,174

Maior Maintenance0000 Capital Replacement Set-aside Fund0000 Major Maintenance

Increase from previous vear 13,4205 %

$ 6 5 0 , 8 7 62 4 3 %

F i n a l t o t a l ( e x c l u d i n q T h o r n t o n o r o i e c t ) il lncrease from previous vear(without Thornton project)

345.016$ 76,976

2011/12 Budget GlossaryThis information is presented in order for people to be able to present this information to their houses clearly sothat the membership can make a good decision concerning maintenance spending.

Note: Common initials use in this document - WG=worker group - MC=maintenance coordinator

On the yellow sheet is a chart that represents the proposed budget that maintenance committee isrecommending to the finance committee for approval and inclusion into the 2011/12 MCC budget. It is titled,"Proposed Maintenance Budget 2011/12".

There are several columns of information.1. The first column is a column of numbers titled "code//". These are the numbers we use for

accounting purposes so that we can organize expenses for reporting purposes.2. The second column titled "Item" is a breakdown of the different categories of spending in the

maintenance budget. 1 will be giving an explanation of each of these lines in the glossary section.3. The third and fourth columns are what was budgeted and spent during the '09-' 10 budget year.

These numbers were what we thought we would need and what we spent when we developed thebudget this time 2 years ago. Its purpose is merely to give historical reference to what has beenspent on maintenance in the recent past.

4. The fifth and sixth are what was budgeted and spent during the '09-' 10 budget year. Thesenumbers were what we thought we would need and what we spent when we developed thebudget this time 1 year ago. The "actual" column is what has been spent from June Is" 2010through December 31s12010. This information will be updated at the end of each month asspending reports are generated.

5. The seventh column is what the maintenance committee is recommending that MCC spend formaintaining and improving its houses in the next fiscal year starting June 1st 2011.

Glossary of line items:Administrative Costs

5724 - Worker Group Wages: We typically have at least one person that does repairs and other tasksas directed by the MC. The wages for these persons is reflected in this line.5725 - Worker Group Employment Taxes: This is the share of workers comp insurance, socialsecurity, and other employee paycheck deductions that MCC pays for.5726 - Administrative Expense: This line deals with expenses associated the administrative aspects ofthe maintenance department. (Examples: WG making flyers for house work, office needs, etc.)5727 - Tools: Equipment owned by MCC to use for upkeep of our houses. These are also available formember use.5728 - Mobile Phone Service: The MC and WG carry cellular phones in order to be in better contactwith each other and houses.5729 - Vehicle Principal Expense: This would be the principal on an automobile loan if we purchaseda new maintenance vehicle. We bought a van a few years ago and paid off the last of the loan inbudget year 2009/10. There is not an expected need for a new maintenance vehicle in the next fewyears.5730 - Vehicle Expense: Gas, car washes, maintenance, & upkeep for the MCC maintenance truck.5731 - Maintenance Education: This pays for books, videos and other educational materials for theMCC maintenance library. It also pays for supplies needed for 'Maintenance Education Days' thatMCC periodically puts together.5732 - Fire Safety Education: This pays for books, videos and other educational materials for the MCCmaintenance library that to fire safety. It may also be used to provide seminars.5733 - Parking lease expense for truck: This pays for the space so we have a place to put ourmaintenance vehicle.

5734 - Supplies Restock: This is for items that we use on a regular basis but are not necessarilyassociated with a specific project. (Examples: trash bags, shop vac filters, misc. screws & nails,cleaning products, dust masks, etc.)5735 - Vehicle Interest Expense: This would be the interest on an automobile loan if we purchased anew maintenance vehicle. We bought a van a few years ago and paid off the last of the loan in budgetyear 2009/10. There is not an expected need for a new maintenance vehicle in the next few years.5736 - Matching Grant: This fund was set up to encourage houses to do more work to improve theirhouses. Projects that are eligible are typically things that are not part of the MCC budget and generallyare items that the house wants as opposed to needs. Houses need to match a certain amount of labor inorder to obtain an equal amount from this fund. A proposal presented to the maintenance committee isalso part of the allocation process.5737 -Tool Room/Workshop Expense: This would be a lease on a tool room/workshop, supplies toorganize this space(i.e. shelving/toolracks/etc), and/or utilities.5738 - Meetings: This would be expenses used to set up any meetings (seminars/workshops/etc).5739 - Misc. Admin Expenses: These are expenses that just don't fit into one of the other categories.Also sometimes used as a buffer in case of overruns.5740 - Worker Group Health Care: just as it says. This is part of the benefits package WG receives asemployees if it is part of their contract.5741 - Worker Group Retirement: This is part of the benefits package WG receives as employees if itis part of their contract. MC has a policy that dictates eligibility requirements and a process for settingup an account.5744 - UPMC Guarantee Fund: This expense is associated with our membership in the UniversityPurchasing and Management Cooperative. This organization is a purchasing organization that helps usget discounts and makes purchasing and billing a little easier for everyone involved. Normally wewould receive this money back at the end of the year if UPMC realizes a profit.5745 - Worker Group Training Funds: This is part of the benefits package WG receives as employeesif it is part of their contract. It is to pay for training to improve our workers' skills and knowledge.This is similar to the staff training funds in staff contracts.

House Maintenance CostsMinor maintenance: Minor maintenance is usually defined as small repairs and routine upkeep that is integralto the upkeep and well being of a property but which doesn't necessarily add equity or increased value of theproperty. MCC usually defines it as projects or repairs that cost less than $1000. (Examples: replacing a faucet,minor drywall patching, replacing a door lock, broken windows, etc.)

5701 - Electrical.5702 - Fire safety5703 - Plumbing5704 - Heating/Ventilation5705 - Walls/Floors/Ceilings5706 - Doors/Windows5707 - Appliances5708 - Structural/Foundation5709 - Exterior Repairs5710 - Landscaping5711 - Weatherization/Energy Efficiency5712 - Preventive Inspection Repairs5713 - Building Inspection Repairs5714 - Routine Maintenance5715 - Miscellaneous5716 - Pest Control

5717 - Lead Safety5718 - Asbestos safety

Major maintenance: This is associated with major repairs, renovations, major appliance replacements, andother expenditures that add value or equity to a property. It can also be referred to in regards to depreciation (thedecline in value of an asset or the allocation of the cost of assets to certain periods of time), which has more todo with accounting and financial planning. Typically called capital improvements, MCC usually defines it asprojects or repairs that cost more than $1000. (Examples: roof replacement, window replacement, majorstructural repairs, appliance replacement,, etc.)

0000 - Capital Replacement Set-aside Fund: Theoretically this a fund that we save up to be used tocover major maintenance costs at some point in the future. We have not been doing this; instead ourtrend has been to take out loans. We need to figure out we can do to settle this issue.0000 - Major Maintenance: This is the fund that we use to cover larger projects that are most oftencategorized as capital improvements. Code numbers are usually associated with a minor maintenancecategory code number with an addendum number that delineates it as a capital improvement project(e.g. 5701-15-PH which delineates that it was an electrical project at Phoenix that is capitalized).5742 - Maintenance Loan Principal: This is the principal portion of the loan we took out a couple ofyears ago to cover some large capital improvements.5743 - Maintenance Loan Interest: This is the interest portion of the loan we took out a couple of yearsago to cover some large capital improvements.5701-1 - Appliances (to be capitalized/replacements): When we purchase new appliances that costmore than $1000 (commercial stoves, fridges, dish washers, typically, but also higher qualityresidential appliances as well sometimes), it is reflected in this category.0000 - Thornton Ave Development Project (Rehab): MCC DevCo lias been pursuing the purchase ofproperties located on Thornton Ave (also referred to as the Yahara View project) as directed by theBOD. This line reflects the estimated costs associated with rehab of the building. This is anticipated tobe a joint project between Commonwealth Development and MCC with some potential shared costs.0000 - Unexpected expenses: We usually budget a certain amount of money in order to cover projectsor repairs that we did not anticipate during the creation of the maintenance budget or in case we haveoverruns in other areas of the budget. This is usually the case every year. You may notice that there isno figure in the actual column for this category. This is because this money is attributed to items inanother code number to more accurately reflect what we actually spent the money on.

2011/12 Budget Information - Special NotesBelow are explanations and rationales for some areas of the budget where diere are changes from the previous year.

Administrative Costs5724 - Worker Group Wages: To reach the amount listed in this line the following formulas can be used:SI 1.66 per hr (minimum living wage) x 35 hrs per week= $408.10 per week per person x 522 equalized weeks (jj&sM&r ff^&MP= $21302.82 per year x 3 worker group people KJs^ r>- G>

Tm ,o,a,peryear fo'*# ryfic,$ 1 7 . 4 9 p e r h r x 3 5 h r s p e r w e e k l A r e ^ k ^ ^ fl /= $612.15 per week per person x 52.2 equalized weeks £<?< & s\vf"\i= 31954.23 per year x 2 worker group people v A/^f *y*\* oJ®^= $ 6 3 9 0 8 « • _ p e r y e a r / k ^ T j V * * * * % P " f

Any other combinations can be used depending on the experience of the worker group member and/or theamount of weekly hours and the length of the contracted term of employment. It is my suggestion that aminimum of one worker group person for long term yearly employment and ideally two people. The only otheralternatives to having employees performing maintenance on MCC houses would be hire more to do the workcontractors (which would likely be a lot more expensive) or for the membership to take over the majority oflabor (which would likely mean we would have mostly unskilled persons doing the work). Neither scenarioseems like a reasonable alternative.*Note-The figures to calculate the minimum living wage are taken from the formula that the City of Madisonuses to determine their standard living wage rate.5725 - Worker Group Employment Taxes: Based on the actual numbers form the previous two years, thisamount is approximately 8% of the total wages, which equals $5113.5726 - Administrative Expense: Since the actual amounts from the last couple years have been much less thanthe budgeted amount it makes sense to lower this year's amount.5727 - Tools: This number has stayed fairly consistent from year to year. There is no foreseeable need tochange the budgeted amount.5728 - Mobile Phone Service: This line has been under budgeted the last couple years so it makes sense tobring it up to a reasonable level consistent with past spending.5729 - Vehicle Principal Expense: The maintenance van was paid off in 2009/10. There is no anticipation ofgetting a new vehicle in the near future.5730 - Vehicle Expense: This number has stayed fairly consistent from year to year. There is no foreseeableneed to change the budgeted amount.5731 - Maintenance Education: We have not been spending much for this line item in die recent past. It is myambition to start a program whereby we produce videos that explain various common issues, which can getposted on YouTube. Through this means we can guarantee our education dollars don't necessarily go away aftermembers leave. It can also allow for more autonomy for HMCs to get info specific to there house and take careof issues for diemselvcs.5732 - Fire Safety Education: See the explanation in the line above, Maintenance Education.5733 - Parking lease expense for truck: This number has stayed fairly consistent from year to year. There isno foreseeable need to change the budgeted amount.5734 - Supplies Restock: This line is increasing due to the new lead safe renovation laws enacted last year. It isnecessary for us to maintain supplies that we will need to properly and safely perform repairs and remain incompliance with these rules.5735 - Vehicle Interest Expense: See the above explanation for Vehicle Principal Expense.5736 - Matching Grant: This amount is being increased to accommodate projects that once were attributed tothe Weatherization/Energy Efficiency line. It is being proposed to put the onus on houses to initiate, plan, andput into action projects that will be to their own benefit. One could argue that it is the individual houses thatbenefit most from the savings realized from projects such as this, so why shouldn't they bear more of the burdenof the effort and cost associated with such a project?5737 - Tool Room/Workshop Expense: This line is being increased because of the interest put forth inMaintCo of renting shop space that could be accessed by the membership for projects they would like to workon. Also this could be space where could have more educational demonstrations to educate the membership.$600 per month rent = $7200 + $800 for upkeep or supplies, etc. is one scenario. / - tC/i

5738 - Meetings: There is no real rationale for budgeting for this line since it could easily be covered undermaintenance education.5739 - Misc. Admin Expenses: This number has stayed fairly consistent from year to year. There is noforeseeable need to change the budgeted amount.5740 - Worker Group Health Care: In order to be consistent with MCC's philosophy of being progressiveemployers, it is in our interest to budget for this line. It also makes sense to offer health care to employees thatwe would like to keep working for us in the long term. The formula for this is:$400 per month x 12 months= $4800 per year x 2 worker group people= $9600 total per year5741 - Worker Group Retirement: See the rationale expressed above for Worker Group Health Care. Also ofnote, MCC has a policy that dictates the amount of retirement funds is based on 4% of the employee's earnings.Therefore the amount for this line would equal $2556, which is 4% of the total worker group wages proposed inthe above line 5724.5744 - UPMC Guarantee Fund: This number has stayed fairly consistent from year to year. There is noforeseeable need to change the budgeted amount.5745 - Worker Group Training Funds: If we are going to remain consistent with the progressive employerphilosophy and have a certain amount of equality for all MCC employees, it makes sense to include this line aswell. The amount proposed is based on MCC staff contracts, which allocates $600 per year for staff trainings. Itwould be good point to note die fact that due to the lead safe renovation law enactment, it would be a good ideato make sure our employees are certified and licensed to do the work and also to help educate members in worksafe practices. One more thing to note, we could get a worker certified to abate asbestos as well and saveourselves a lot of money doing this work as well.$600 x 2 worker group persons= $1200

p a , ^ c M s ^ ^ r ^ ^ ^ i U sHouse Maintenance CostsMinor maintenance: One idea being proposed is that houses begin to budget and pay for more of the material costs ofminor maintenance that occurs. We can lower the amounts of the minor maintenance line items and, hopefully lower thetotal of this year's budget to a lower level (as reflected in the lower maintenance budget version in section one). Thissavings could then be used to increase houses' internal maintenance budgets. Then, throughout the year, when workergroup, contractors, or houses performed work, the house would bear the burden of cost. Of course, the cost of laborattributed to worker group would not be billed to a house but the rest of the cost would be. Likewise, if a contractor washired to perform work, the house would be billed the total amount.

One argument for this scenario is that houses don't seem to realize the real cost of what it takes to maintain our oldbuildings. In some cases they don't take into account their actions in regards to this. It is thought that members might takemore and better care of the buildings if the cost of repairs and care were more directly associated with the houses' budgetsand by default the members' room charges. This would also allow for a little more independence and autonomy for housesand their members.

One exception to this is the lines Lead Safety and Asbestos Safety. We are pretty sure (and in some cases know for a fact)that our old houses have these potentially dangerous substances in them. Most houses in die US that were built prior to1978 have these issues. We need to have a plan to deal with these issues in a proactive manner. It is proposed that on ayearly basis, we plan to identify and address the more serious areas of our houses and progressively abate these substancesuntil we have dealt with them in a satisfactory manner. It costs approximately $3 per square foot to remove asbestos floortile. Budgeting $6000 means we could do 10 rooms at an average size of 200 square feet per year. Budgeting for leadpaint abatement is not so straight forward but budgeting and amount of $4000 seems to be a sensible amount to work ataddressing the most immediate situations then evaluate it more thoroughly throughout the year and adjust in the nextbudget cycle.

Another exception is Walls/Floors/Ceilings. We need to budget for replacement flooring when we remove the asbestostile. Budgeting a replacement cost of $3 per square foot seems reasonable.

One more item to take into account is the increase to the worker group associated line items. It is thought that aninvestment in a skilled worker base along with an education plan would be an important alternative to hiring contractors.

This would help realize a significant labor cost savings not just in this year but also for the future. Houses would share inthe cost of supporting our own skilled workforce but would pay for the cost of materials associated with work that goes onin their house.

5701 - Electrical5702 - Fire safety5703 - Plumbing5704 - Heating/Ventilation5705 - Walls/Floors/Ceilings5706 - Doors/Windows5707 - Appliances5708 - Structural/Foundation5709 - Exterior Repairs5710 - Landscaping5711 - Weatherization/Energy Efficiency5712 - Preventive Inspection Repairs5713 - Building Inspection Repairs5714 - Routine Maintenance5715 - Miscellaneous5716 - Pest Control5717 - Lead Safety5718 - Asbestos safety

Major maintenance:0000 - Capital Replacement Set-aside Fund: It is suggested that MCC begin to plan for future majormaintenance/capital improvement costs. The debate is most pertinent when arguing the point of whether or notwe will continue to borrow funds to cover these expenses.5742 - Maintenance Loan Principal: This line will continue to remain consistent based on an amortizationschedule for the term of the loan, which is 30 years.5743 - Maintenance Loan Interest: This line will continue to remain consistent based on an amortizationschedule for the term of the loan, which is 30 years.5701-1 - Appliances (to be capitalized/replacements): When we purchase new appliances that cost more than$1000 (commercial stoves, fridges, dish washers, typically, but also higher quality residential appliances as wellsometimes), it is reflected in this category.0000 - Thornton Ave Development Project (Rehab): MCC DevCo has been pursuing the purchase ofproperties located on Thornton Ave (also referred to as the Yahara View project) as directed by the BOD. Thisline reflects the estimated costs associated with rehab of the building (it is completely gutted with only the shelland some internal framing existing). The figures are derived from a combination of sources; from contractorspresenting estimates to MCC and Commonwealth development, actual costs for projects in MCC properties ofsimilar size, square footage estimates multiplied by industry estimates of average construction costs, etc. Thefigures stated are high estimates for preliminary budgeting/financing purposes. When the project moves into amore probable likelihood, more accurate estimates will be established. It is anticipated that the actual cost ofrehab will likely be less than estimated costs. One important item of note; this rehab figure does not include thepurchase price of property acquisition. This number should be budgeted for in a different area of the MCCgeneral budget.0000 - Unexpected expenses: We usually budget a certain amount of money in order to cover projects orrepairs that we did not anticipate during the creation of the maintenance budget or in case we have overruns inother areas of the budget. This is usually the case every year. You may notice that there is no figure in the actualcolumn for this category. This is because figures here are attributed to items in another code number to moreaccurately reflect what we actually spent the money on. Comparisons in other lines of actual expendituresversus budgeted can usually reflect this. If there are budget overruns in certain lines then the overruns arecovered by the money in this line.

Proposed Future Major Main tenance/Capi ta l Improvement Pro jec ts - Ambros ia

H o u s eAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAMAM

Priority2020

20

Code570157025702570457045704570557055705570557055705570557055706570657065706570657065706570657065706570757075707570757075707570757075708570957095709570957095709571057115711571357175718

Categoryelectricalfire safetvfire safetvheatinq/ventilatlonheatlng/ventllatlonheatinq/ventilatlonwalls/floors/celllnqwalls/floors/ceilinqwalls/floors/ceilingwalls/floors/ceilingwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinqwindows/doorswlndows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesstructural/foundationexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsexterior repairslandscapingweather/energy effweather/energy effbuilding inspe repairslead safety

Locationqeneralqeneralkitchenbasementbasementkitchenlst floor bath(#l)2nd floor bath3rd floor bath4th floor bathbasement bathqeneralkitchenkitchenlst floorlst floor2nd floor2nd floor3rd floor3rd floor4th floor4th floorbasementbasementbasementbasementkitchenkitchenkitchenkitchenkitchenkitchenexteriorexteriorexteriorexteriorfront porchqeneralrooflakeshoreqeneralgeneralgeneral

asbestos safetygeneralqeneral

Description of improvementrewire houseupgrade fire alarm systeminstall stove hood fire suppreslon systemreplace heatinq system(steam boiler)replace heatinq system(hydronlc boiler for dining area)replace stove hoodbathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodelrefinish wood floors as neededmajor kitchen upgradeskitchen remodelreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace water softenerreplace hot water storage tankreplace sink disposalreplace freezerreplace fridge(2-door commercial)replace stove(10-burner commercial)replace dish washerfpush-throuqh commercial)replace fridqe(3-door commercial)tuckpointing/repair foundation wallsrepaint exteriortuckpoint building/masonry repairstrim repairsreplace porch ceilingcity assesed prolectsfstreet improvements.etc)replace roofrenovate shoreline for erosion controlInsulate walls/attice spacesreplace insulation on steam pipes after asbestos removalbuilding inspection repairslead paint abatementabestos removal/abatemeritfsteam pipe Insulation)

Capital Improvements total

Estimated$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.ooso.ooso.ooso.ooso.oo$0.00so.ooSO.OOso.oo$0.00$0.00so.oo$0.00$0.00$0.00SO.OO$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00so.oo$0.00SO.OO$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00

$0.00

Actual$0.00so.ooso.ooso.oo

__oso■ 00.00

$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Actual Date

$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00

JO,$0.

0000

$0.00$0.00$0.00

__£___L

0000

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0

J9.0000

so.oo$0.00$0.00

$0.00

2/20/11

Proposed Future Major Maintenance/Capital Improvement Projects - Audre LordeHouseAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAUAU

Priority

101

Start Date Code570157025704

Categoryelectricalfire safetyheating/ventilation

Locationqeneralqeneralbasement

57055705

f.mir?iU(__}*a-_-ia-i-;..walls/floors/ceilinq

5705570557055706570557065706

walls/floors/ceilinqwalls/floors/ceilingwalls/floors/ceilinqwalls/floors/ceilingwindows/doorswindows/doorswindows/doorswindows/doors

570657065706570657075707570757075707570757075707570757085708570957095709570957095711571357175718

windows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesstructural/foundation

ndationexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsweather/energy effbuilding Inspe repairslead safetvasbestos safety

id/3'rrJ hallsbath lst floorbath 2nd floorbath 3rd floorqeneralkitchenlst floorlst floor2nd floor2nd floor

3rd floorbasementbasementbasementbasementbasementbasementkitchenkitchenkitchenkitchenkitchenexteriorexteriorexteriorexteriorqeneralqeneralroofqeneralqeneralgeneralgeneral

Description of improvementrewire houseupgrade fire alarm systemreplace heatinq system (hydronic)replace carpeting/flooring (450 sq ft x S5 persq ft)bathroom remodelbathroom remodelbathroom remodelrefinlsh wood floors as neededmaior kitchen upgradesreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as.needed (10 windows x $750 each)replace storm windows as neededreplace windows as neededreplace storm windows as neededreplace dryerreplace washing machinereplace water softenerreplace hot water heaterreplace sink disposalreplace freezerreplace fridqe(2-door commercial)replace stove(8-burner commercial)replace dish washer(under-counter commercial)dig up/replace pavement in driveway areatuckpolntinq/repair leaks foundation wallsrepaint exteriorstucco repairsrepair trim/soffits/fasciacity assesed proiects(street improvements.etc)replace roofInsulate walls/attice spacesbuilding inspection repairslead paint abatementabestos removal/abatement

Capital Improvements total

Estimated$0.00$0.00$0.00

S2.250.00SO.OO$0.00so.ooso.oo$0.00$0.00$0.00$0.00$0.00

$7,500.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$9,550.00$0.00$0.00$0.00so.oo

$4,333.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$23,633.00

Actual$0.00$0.00_$oJ O

.00,00

$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00so.oo■so.ooso.$0$0.00so.oo$0$0$0.00$0.00$0.00$0.00$0.00so.oo$0.00so.ooso.oo$0.00so.oo$0.00$0.00$0.00___L$0,$0.00$0.00$0.00$0.00$0.00$0.00

$0.00

Actual Date

2/20/11

Proposed Future Major Maintenance/Capital Improvement Projects - Avalon

House PriorityAVAVAVAVAV 1AVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAVAV

AVAVAVAVAVAV

Start Date Code5 7 0 1 e l e c t r i c a l I5702570457055705570557055705

I walls/floors/ceiling

57055706570657065706570657065706570657075707570757075707570757075707570757075708570957095709

Category

fire safetyheating/ventilationwalls/floors/ceiling

rs/ceilinqwalls/floors/ceilinq

walls/floors/ceilinqwalls/floors/ceilinqwindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesstructural/foundationexterior repairsexterior repairsexterior repairs

LocationI

qeneralbasementbath lst floorbath 2nd floorbath 3rd floorqeneralkitchenkitchenlst floorlst floor2nd floor2nd floor3rd floor3rd floorbasementbasementbasementbasementbasementbasementbasementkitchenkitchenkitchenkitchenkitchenexteriorexteriorexterior

iirs570957095711571357175718

exter ior:Ji_-_:iL_

exterior repairsexterior repairsweather/energy effbuilding Inspe repairslead safetyasbestos safety

rear porchroo fgeneralqeneralqeneralqeneral

Descr ipt ion of improvementrewire houseupgrade fire alarm systemreplace heating system(forced air furnace)bathroom remodelbathroom remodelbathroom remodelreflnlsh wood floors as neededreplace countertop/repalr or replace cabinetsmajor kitchen upgradesreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace freezerreplace dryerreplace washing machinereplace water softenerreplace hot water heaterreplace sink disposalreplace fridqe(residential)replace fridge(l-door commercial)replace stove(4-burner residential)replace dish washertuckpolntinq/repalr foundation wallsrepaint exteriorroof repairs south dormertrim repairs:ity assesed projectsfstfeet improvements.etc)replace/rebuild porchreplace roofinsulate walls/attice spacesbuilding inspection repairslead paint abatementabestos removal/abatement

Capi ta l Improvements tota l

Est imated$-5,000.00

$0.00$0.00$0.00

$10,000.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.ooso.oo$0.00$0.00o;oo

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.ooso.oo$0.00so.oo

$25,000.00

Actua l;$o;og$0.00$0.00SO.OOso.oo$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00so.oo$0.00$0.00so.oo$0.00so.ooso.oo

"io^o$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00so.oo$0.00$0.00$0.00

$0 .00

Actual Date

2dio1

2/20/11

Proposed Future Major Maintenance/Capital Improvement Projects - Friends'

HouseFR

FRFRFRFRFRFRH_FR£5_FRFR£_L£5.FRFRFRFRFRFRFRFRFRFR

FRFRFRFRFRFRFRFRFRFRFRFRFRFRFR

Priority Start Dato Code5701

Category

570:570457055705570557055705570557065706570657065706570657065706570757075707570757075707

electrical

plumbing

Locat ion

heating/ventilationwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilingwindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliances

general

general

Descr ipt ion of Improvementrewire house —

Est imated

basement3rd floor bathbath lst floorbath 2nd floorbath 3rd floorgeneral

replace lead water supply pipes interior of house

0.00oToo"

replace heating svstem(triangletube high efficiency hydronic)retile floorbathroom remodelbathroom remodelbathroom remodel

kitchenas needed

lst floorlst floor2nd floor2nd floor3rd floor3rd floorbasementbasementbasementbasementbasementbasementbasementkitchenkitchen

major kitchen upgradesreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace freezerreplace dryerreplace washing machinereplace water softenerreplace hot water storage tankreplace sink disposalreplace frldae(2-door commercial)

20

570857095709570957095709570957095709571057105711571357175718

structural/foundationstructural/foundationexterior repairsexterior repairsexterior repair-exterior repairsexterior repairsexterior repairsexterior repairsexterior repairslandscapinglandscapingweather/energy effbuilding inspe repairslead safetyasbestos safetv

exter iorrear porches

i__wEH'-^-_q--g»it i i i t '_By|'_.^^tuckpolntino/repaTBHeaK-Hm-llaation walls

exter iorexter iorexter iorexteriorexter iorexter iorqeneralroofdrivewaygarden areageneralgeneralqeneralqeneral

jack up back porch/replace footing & postreplace/repair guttersstucco repairsrepaint exteriorfinish trim repairs/stucco repairsredo back porch steps landingtrim repairscity assesed projects(street improvements.etc)replace roofrepave driveway/parking areareplace, trees thatwere cut down per city InspectionInsulate walls/attice spacesbuilding inspection repairslead paint abatementabestos removal/abatement

Capi ta l Improvements tota l

$8,000.00so.oo$0.00$0.00$0.00$0.00SO.OO$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00so.oo

$0.00$2,000.00$6,000.00

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$1,000.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$17,000.00

Actua lSO.OO0 . 0 0 2 0 1 0 1

$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$0.00so.oo$0.00

_$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00SO.OO$0.00$0.00$0.00

_$0.00$0.00$0.00$0.00so.oo

$5,000.00

Actual Date

M o W 7 0 1 02010

2/20/11

Proposed Future Major Maintenance/Capital Improvement Projects - Hypatia

HOUSe Priority Start PateHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHYHY

HYHY

1

HYHYHYHYHYHYHYHYHYHY

Code570157025703570457055705570557055705570557065706570657065706570657065707570757075707570757075707570757075708570857095709570957095709570957105711571357175718

Categoryelectricalfire safety

heatlng/ventllatlonwalls/floors/ceilingwalls/floors/ceilingwalls/floors/ceilingwalls/floors/ceilinqwalls/floors/cellingwalls/floors/ceiling

Locationqeneralqeneralexteriorbasementlst floor bath2nd floor bath(N)2nd floor bath(S)basement bathqeneral

windows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesstructural/foundationstructu ra l/fo u ndatlonexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsexterior repairslandscapingweather/energy effbuilding Inspe repairslead safetyasbestos safety

kitchenlst floorlst floor2nd floor2nd floorbasementbasementrooms #8/#4basementbasementbasementbasementkitchenkitchenkitchenkitchenkitchenbasement exitexterioreast yard areaexteriorexteriorexteriorgeneralroofeast yard areageneralgeneralqeneralqeneral

Descr ip t ion of Improvementrewire houseupgrade fire alarm systemreplace lead pipe water mainreplace heatinq system(maln steam boiler)bathroom remodelbathroom remodelbathroom remodelbathroom remodelrefinish wood floors as heededmajor kitchen upgrades

Es t ima ted$0.00$0.00

$2,500:00SO.OO$0.00$0.00$0.00$0.00so.oo

replace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace exterior doors x 2replace dryerreplace washing machinereplace water softenerreplace hot water heaterreplace sink disposalreplace freezerreplace fridge(2-door commercial)replace stove(6-burner commercial)replace dish washer(under-counter commercial)Install storm drain systemtuckpolntlnq/repair leaks foundation wallsblock up old basement door/backfillrepaint exteriortuckpoint building/masonry repairstrim repairscity assesed projectsfetreet improvements.etc) (Pinckney St) -replace roofimprove drainage/rain gardeninsulate walls/attice spacesbuilding inspection repairs

3aint abatementabestos removal/abatement

Capi ta l Improvements total

$0.00$0.00$0.00$0.00

Actual

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00so.ooso.oo$0.00$0.00so.oo$0.00$0.00so.oo

S5.000.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$7 ,500 .00

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00"so.oo$0.00$0.00$0.00$0.00so.oo$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Actual Date

so.oo$0:00!$0.00so.oo$0.00SO.QO$0.00$0.00$0.00$0.00$0.00$0.00so.ooso.oo$0.00

$0 .00

2/20/11

Proposed Future Major Maintenance/Capital Improvement Projects - International

HouseININININININININININININININININININININININININININININININININININININININININ

INININININININININININW

Priority

IN

20

Start Date Code570157015702570457045705570557055705570557055705570557055705

Categoryelectricalelectricalfire safetyheatinq/ventilatlonheating/ventilationwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/celllnqwalls/floors/ceilingwalls/floors/ceilinqwalls/floors/ceilingwalls/floors/ceilingwalls/floors/ceilinq

57055705570657065706570657065706570657065706570657075707570757075707570757075707570757075707570757085709570957095709570957095709571057115711571357175718

walls/floors/ceilinq

Locat ionqeneralgeneralqeneralbasementnew side 2nd floorbath 1st floor(#l)bath lst floor(new)bath 2nd floor(#21)bath 2nd floor(new)bath 2nd floor(oid)bath 3rd floor(#22)bath 3rd floor(new)bath 3rd floor(old)bath basement

Descr ipt ion of Improvementrewire housefnew side)rewire housefold side)upgrade fire alarm systemreplace heating svstem(dual forced air furnace new side)- ~ - . l - - n U n i t - - , - - . . _ : _ _ - e n - - - - - . . \replace bollerfnewer high efficiency)bathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodel

walls/floors/ceilingwalls/floors/ceilingwindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesstructural/foundationexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsexterior repairslandscaplnq_weather/energy effweather/energy effbuilding inspe repairslead safetvasbestos safetv

qeneralgeneralkitchenlst floorlst floor2nd floor2nd floor3rd floor3rd floorbasementbasementqeneralold sidebasementbasementbasementbasementdining areakitchenkitchenkitchenkitchenkitchenkitchenkitchenexteriorexteriorexteriorexteriorexteriorexteriorqeneralroofrear yard areaqeneralqeneralgeneralqeneralgeneral

refinish wood floors as neededreplace flooring after asbestos tile removalmajor kitchen upgradesreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace old exit doorsreplace windows as neededreplace dryerreplace washing machinereplace water softenerreplace hot water heaterreplace old Jordan fridgereplace sink disposalreplace freezerreplace fridge(3-door undercounter commercial)replace fridqe(2-door commercial)replace stove(8-burner commercial)replace dish washer booster heaterreplace dish washer(push-through commercialtuckpointing/repair leaks foundation wallsrepair trlm/soffits/fasciarepaint exteriortuckpoint building/masonry repairstrim repairsInsulate exterior wall & stucco over(clnder block area)city assesed prdjectsfstreet improvements.etc)replace roofimprove drainage/build rain gardenInsulate walls/attice spaces old sidereplace insulation on hot water heating pipesbuilding inspection repairslead paint abatementabestos removal/abatement(floor tile)

Est imated$0.00$0.00

$50,000.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

_$g.ooso.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

_$0.00..$0.00

$7,808.00so.oo$0.00so.oo$0.00$0.00so.oo

2/20/11 £*?, -^> I tZ** f-r^&^o**1- •/> M |$0.00

Actua l

■^■S'7 Z&b.do

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0:00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00SO.OO$0.00$0.00$0.00$0.00so.oo$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Actual Date

Proposed Future Major Maintenance/Capital Improvement Projects - Lothlorien

HouseLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLOLO

Priority Start Date Code5701570257045705570557055705570557055705570557055705570557055705570557055706570657065706570657065706570657065706570657075707570757075707570757075707570757075707570757075707570757075707

_____--i----ffl-MBBB57085709

LOLOLOLOLO

57095709570957095709

Categoryelectricalfire safetyheating/ventilationwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceillnq_walls/floors/ceilingwalls/floors/cellingwalls/floors/ceilingwalls/floors/ceilinqwalls/floors/ceilinq -walls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilingwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinowindows/doorswindows/doors

Locat ionqeneralqeneralbasement2nd floor bath3rd floor bath N3rd floor bath Sbath lst floorfE)bath 1st floor(W)bath 2nd floorfN)bath 2nd floor(S)bath 3rd floor(S)bath 3rd floor(S)bath 4th floorbath basementgeneralqeneralkitchenliving roomlst floor

windows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesstructural/foundationexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsexterior-repairs"

lst floor2nd floor2nd floor

Descr ipt ion of Improvementrewire houseupgrade fire alarm systemreplace boilerremodel bathroomremodel bathroomremodel bathroombathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remod>bathroom remodelbathroom remodelreplace flooring after asbestos tile removalrefinish wood floors as neededmajor kitchen upgradesrepair plaster walls/repaintreplace windows as neededreplace storm windows as neededreplace windows as needed

3rd floor3rd floor4th floor4th floorbasementbasementqeneralbasementbasementbasementbasementbasementbasementbasementbasementbasementkitchenkitchenkitchenkitchenkitchenkitchenkitchenkitchenexterior3rd floor roof3rd floor roofexteriorexteriorexteriorexterior

replace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows: as neededreplace dryerreplace dryerreplace washing machinereplace washing machinereplace heating system(maln steam boiler)replace heating systemfhot water heater for dining area)replace water softenerreplace hot water heaterreplace hot water heaterreplace sink disposalreplace freezerreplace fridge(2-door undercounter commercial)replace fridqe(2-door commercial)replace fridge(residentlal)replace stove(6-burner commercial)replace convection ovenreplace dish washer(under-counter commercial)tuckpointinq/repalr leaks foundation wallsreplace bad,portions:of roof/repair dormers/etcreplace deckInsulate exterior Wall &. stucco over(cinder block area)

Es t ima ted$0.00

J OJ O

■ 00.00

J Oso

.00

.00so.oo

J OJ OJ O

■ 00.00.00

jg .ooso.oo

sio.ooo.oo$0.00$0.00

$1,500.00$0.00so.oo

$3,300.00so

_sg$0.00so.oo$0.00so.

J OSO.OO$0.00$0.00

- $13,000.00$0.00$0

J O$0.00so.ooso.ooso.oo$0.00$0.00$0.00so.oo$0.00so.oo$0.00$0.00$0.00$0.00$0.00

$20,000.00$7,000.00

repair cracking stucco/bad masonryrepaint exteriortrim repairs

$10,000.00225,000.00$20,000.00$25,000.00

Actua l$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00so.oo

jp .ooso.oo$0.00so.oo$0.00so.ooso.oo$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Actual Date

• ■■

$0.00so.oo$0.00so.oo$0.00so.oo$0.00$0.00so.oo$0.00$0.00$0.00so.ooso.oo$0.00

2/20/11

c"? y _■o

IsacuEo>o—aE

aU

scncra

10

v_23U.T3U1/1oasa

o o o o o o o o & o o o o o o o oO O O O O O O O O O O O O O O O o0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 e i

o o o o o o o o o o o o o o o o ao q o o o o o o o o o o o o o o oo o d o d o o o o d o o o o o d A-)Ui->-t /1t f l<»'_t«>_>0-l<A-'y)V»-Ut- l / r n. ' 5 « .

g ; { j or4Vt

city assesed pro1ects(street improvements.etc) repair old fireplace as necessary replace roof replace solar hot water storaqe tanks insulate walls/attice spaces replace solar hot water panels servlce/upqrade/reinsulate pipes solar hot water systembulldlnq Inspection repairs Capital Improvements total

qeneral rear yard area roof basement qeneral roof roof & basement generali-l

t t t t S ; ' ,OJ HI 01 V ol

"*= *^; 'i**-; *- "- *■-- »- £■ a>e e e S S S S S f e a•C -C ■_££*■£-£ |= " .enx § x « g o ; g B B gn ) 8 i ) J S 3 5 _ _ mu i c n o t H H H H n N O )O O O - H a - t T - t r H - H a - t i - ir>.r^rNr^r-.r~.rvr^r»-r^- l u i i n i n i n i n i n m i n m

f. 'wt_1 •

I

Proposed Future Major Maintenance/Capital Improvement Projects - Ofek ShalomHouseOFOFOFOF

Priority Start Date Code5701570157025702

Ca tego ryelectricalelectricalfire safetyfire safetv

Locat ionqeneralqeneralqeneralqeneral

Descr ipt ion of improvementrewire houserewire houseupqrade fire alarm systemupgrade fire alarm system

Est imatedso.ooso.oo$0.00$0.00

Actualso.oo$0.00SO.OO$0 00

Actual Dole

OFOFOFOFOFOFOF

1- i *.

5703570457045705570557055705

plumbinqheatinq/ventilatlonheatinq/ventilationwalls/flODrs/celllno 'walls/floors/celllnqwalls/floors/ceilinqwall^/flnnr^/rpiiinri

qeneralatticbasementbatlr 1st floor*'bath 2nd floorbath 3rd floor

replace lead water supply pipes Interior of housereplace heatinq systemfforced air furnace)replace heatinq system(dual forced air furnace)bathroom remodelbathroom remodelbathroom remodel

$0.00$0.00$0.00

$10,000.00$0.00so.oo

$0.00$0.00$0.00$0.00SO.OOSO.OO

OFOF 1

57055705

walls/floors/celllnqwairs/flo__n./rpHlnn

kitchenreiinisn wooo nQors.as neededreplace kitchen floorinq

so.oo$0.00

$0.00$0.00

OF 5705 walls/floors/ceilinq kitchenreplace nooringmajor kitchen upqrades

$0.00$0.00

so.oo$0 00OF

OF57065706

windows/doorswinriow^/rioor*;

lst floor1 Qt" flnnr

replace windows as needed $0.00 so.ooOF 5706 windows/doors 2nd floor

replace storm windows as neededreplace windows as needed

$0.00$0.00

$0.00$0 00OF 5706 windows/doors 2nd floor replace storm windows as needed $0.00 $0.00so.ooOF 5706 windows/doors 3rd floor replace windows as needed $0.00OF 5706 windows/doors 3rd floor replace storm windows as needed $0.00 $0.00OF 5706 windows/doors basement replace windows as needed so.oo SO 00OF 5706 windows/doors basement replace storm windows as needed so.oo so.ooOF 5707 appliances basement replace freezer so.oo so.ooOF 5707 appliances basement replace dryer so.oo so.ooOF 5707 appliances basement replace washing machine so.oo $0.00OF 5707 appliances basement replace water softener $0.00 $0.00OF 5707 appliances basement replace hot water heater $0.00 $0.00OF 5707 appliances kitchen replace sink disposal $0.00 $0 00OF 5707 appliances kitchen replace fridqe(residential) $0.00 $0.00OF 5707 appliances kitchen replace fridqe(residential) $0.00 so.ooOF 5707 appliances kitchen replace stove(4-burner commercial style residential) $0.00 SO 00OF 5708 structural/foundation exterior tuckpointinq/repair leaks foundation walls $0.00 $0.00OF 5709 exterior repairs exterior repaint exterior $0.00 so.ooOF 5709 exterior repairs exterior trim repairs $0.00 $0.00OF 1 5709 exterior repairs front porches repaint porch decks(finish) - $0.00 $0.00OF 5709 exterior repairs qeneral city assesed projects(street improvements.etc) $0.00T i " ' . - "

SO 00OF 5709 exterior repairs roof replace roof $0.00 $0.00OF 5711 weather/enerqy eff qeneral insulate walls/attice spaces $0.00 $0.00OF 5713 buildinq inspe repairs qeneral buildinq inspection repairs $0.00 $0.00OF 5717 lead safety qeneral lead paint abatement $0.00 . $0.00OF 5718 asbestos safety general abestos removal/abatement so.oo $0.00

so.oo$0.00

so.oo$0.00

so.oo $0.00$0.00 $0.00so.oo $0.00$0.00 so.oo

$10,000.00 $0.00Capita l Improvements total

2/20/11

Proposed Future Major Maintenance/Capital Improvement Projects - Phoenix

PHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPHPH

PHPHPHPHPHPHPHPHPHPHPHPHPHPHPH

2/20/11

Descr ipt ion of Improvement

5704 heating/ventilation570557055705570557055705

walls/floors/celllnqwalls/floors/celllnqwalls/floors/celllnqwalls/floors/celllnqwalls/floors/ceilinq

570557055706570657065706570657065706570657065706570657065707570757075707570757075707570757075707570757075707

walls/floors/ceilinqwalls/floors/cellingwalls/floors/ceilingwindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows'/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliances

57075707570757075709570957095709

appliancesappliancesappliancesappliancesexterior repairsexterior repairsexterior repairsexterior repairs

5709570957095709570957115711

irior repairsexterior repairsexterior repairs.exterior repairsexterior repairsexterior repairsweather/energy efweather/energy eff

basementbath lst floorbath 2nd floorbath 3rd floorbath 4th floorbath basement

generalkitchenlst floorlst floor2nd floor2nd floor3rd floor3rd floor4th floor4th floor4th floorbasementbasementqeneralbasementbasementbasementbasementbasementbasementbasementkitchenkitchenkitchenkitchenkitchen

replace heatinq systemfmaln steam boiler)bathroom remodelbathroom remodelbathroom remodelbathroom remodelbathroom remodelreflnlsh floors as neededreplace flooring after asbestos tile removalmajor kitchen upgradesreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace'skylightsrooms #43 & #44replace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace/repair windows & sills as neededreplace dryerreplace dryerreplace washing machinereplace washing machinereplace water softenerreplace hot water heaterreplace hot water heaterreplace sink disposalreplace fridge(3-door undercounter commercial)replace fridged-door commercial)replace stovereplace dish washer booster heater

.ush-through commercial)

Est imated Actua l$0.00

$56.500.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$2,000.00$0:00

$13,995.00$0.00

$21,704.00$0.00

$36,379.00$0.00

$2,740.00$6,552.00

$0.00$6,125.00

$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00so.oo$0.00jg.oo$0.00

storage/fridge roomstorage/fridge roomstorage/fridge roomstorage/fridge roomeast chimneyexteriorexter iorfront yard areafront yard areaqeneralstreetterrace arearoofroofqeneralgeneral

replace freezerreplace freezerreplace fridqe(2-door commercial)replace fridqe(residential)repair chlmneyffaillnq masonry)/insta1l flue linertuckpolnt building/masonry repairstrim repairsrepair yard wall as necessaryreplace front yard steps/sidewalk repairrepaint exteriorcity assesed projects(street Improvements.etcHLake St)city assesed projects(street lmprovements,etc)(terrace)repair leaks-skylites/front valley/east dormer-replace missingreplace roofInsulate walls/attice spacesreplace insulation on steam pipes after asbestos removal

$0.00$0.00$0.00$0.00$0.00$0.00

$8,000.00so.oo$0.00$0.00

$2,000.00$0.00

$3,827.00$11,533.00

$0.00

$0.00S500.00

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00SO.OO$0.00$0:00$0.00$0.00so.oo$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00

_$0.00$0.00so.oo$0.00so.oo$0.00so.oo$0.00so.ooso.oo$0.00so.oo$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00

Actual Date

2010

2010

2010

_ < "cVo■Ca

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ceE4)>OuaEH

Iaisuv.eocacs*aa

10£

a

33U.■oVMoa2a

O O O O 3 O O C o aq q o q 3 O O C o ad o d o 3 0 0 C d qW « * I V I in V> tn v

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I

Proposed Future Major Maintenance/Capital Improvement Projects - Sofia

2/20/11

Proposed Future Major Maintenance/Capi ta l Improvement Projects - Syntropy

SYSYSYSYSYSYSYSYSYSYSYSYSYSYSYSY-SYSYSYSYSYSYSYSYSYSYSYSYSYSYSYSYSYSYSYSYSY

Descr ip t ion o f Improvement

5703570457045704570457045704570457045704570557055705

plumbingappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesheating/venti lat ionwalls/floors/celllnqwalls/floors/ceilingwalls/floors/ceilinq

house:

front yardbasementbasementkitchenkitchenkitchenkitchenkitchenkitchenbasementbath lst floor

upgrade fire alarm systemrepair main sewer linereplace dryerreplace washing machinereplace sink disposalreplace freezerreplace fridge(l-door commercial)replace stove(4-burner commercial style residential)replace dish washer booster heaterreplace dish washerreplace heatinq system(munchkln hydronic)bathroom remodel

bath 2nd floorgeneral

57065706570657065706570657065707570757095709570957095709570957105711571357175718

windows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorswindows/doorsappliancesappliancesexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsexterior repairslandscapingweather/energy effbuilding inspe repairslead safetyasbestos safety

1st floor2nd floor2nd floor3rd floor3rd floorbasementbasementbasementbasementexter iorexteriorexteriorexteriorqeneralroofsidewalksqeneralgeneralqeneralqeneral

bathroom remodelrepair drywall/plaster In mlsc areas

Es t ima ted$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

replace storm windows as needed

A c t u a l

replace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace windows as neededreplace storm windows as neededreplace water softenerreplace hot water storaqe tankstucco repairsrepaint exteriortuckpolnt building/masonry repairs WM ■ Itrim repairscity assesed projects(street improvements.etc)replace roofrepour concrete electric meter base/repair sidewalks&stepsinsulate walls/attice spacesbuilding Inspection repairslead paint abatementabestos removal/abatement

Cap i ta l Improvements to ta l

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo

$2,500.00$9,420.00$2,500.00

$10.000.00$0.00$0.00

Sl .000.00so.oo$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00

$25,420.00

so.oo 2009,$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.ooso.oo$0.00$0.00$0.00so.oo

$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00so.oo$0.00$0.00so.ooi$0.00SO.OO$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

$0 .00

■ _ '

2/20/11

Proposed Future Major Maintenance/Capital Improvement Projects - Thornton PropertyHouseTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTHTH.THTHTHTHTHTHTHTHTHTHTH

Priority Start Date Code5701570257035704570457045704570457045704570457045704570557055705570557055705570557065706570657065706570757075708570957095709570957095709571057115717

Categoryelectricalfire safetyplumbingappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesappliancesheating/ventilationwalls/floors/ceilinqwalls/floors/ceilinqwalls/floors/ceilinq

Locationqeneralqeneralqeneralbasementbasementbasementbasementkitchenkitchenkitchenkitchenkitchenbasement

replace dish washer

bath lst floorbath 2nd floorbath 3rd floor

walls/floors/ceilinq ibath basementwalls/floors/ceilingwalls/floors/ceilingwalls/floors/ceilinowindows/doorswindows/doorswindows/doorswindoWs/doorswindows/doorsappliancesappliancesstructural/foundationexterior repairsexterior repairsexterior repairsexterior repairsexterior repairsexterior repairslandscapingweather/energy efflead safety

qeneralgeneralkitchen1st floor2nd floor3rd floorbasementqeneralbasementbasementqeneralexteriorexteriorexteriorexteriorqeneralroofexteriorqeneralqeneral

Description of improvementrewire house/lightingfire alarm system"install all plumbingdryerdryerwashing machinewashing machinefreezerfridge(residential personal)fridqe(2-door commercial)stove(6-burrier commercial style residential)

heatinq system (forced air furnace)bathroom remodelbathroom remodelbathroom remodelbathroom remodeldrywall/paint/trimflooring(6400 sq ft x $5 per sq ft)major kitchen upqrades(floorlnq/cablnets/counters)replace windows as neededreplace windows as neededreplace windows as neededreplace windows as neededinstall interior doors (29 openings)water softenerhot water heaterframing walls.as necessarynew sidingrepaint exteriorfoundation/masonry repairstrim repairs/soffits/fascia/gutterscity assesed proiects(street Improvements.etc)replace rooflandscapinginsulate walls/attice spaceslead paint abatement

Capital Improvements total

EstimatedS50.000.00$15,000.00

$100,000.00$800.00$800.00

$1,200.00$1,200.00

$950.00$950.00

$3,000.00$6,000.00$2,500.00

$10,000.00$5,000.00$5,000.00$5,000.00$5,000.00

$45,000.00$32,000.00$20,000.00$15,000.00$15,000.00$15,000.00$15,000.00$33,000.00

$2,000.00$2,500.00

$50,000.00$25,000.00

$5,000.00$25.000.00-$15,000.00

$0.00$15,000.00.$5,000.00

$25,000.00$2,000.00

$0.00$0.00$0.00

$573,900.00

Actual Actual Date$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.0050.00$0;Q0$0.00$0.00$0.00$0.00$0:00$0.00$0.00$0.00$0.00$0.00so.ooso.oo$0.00$0.00$0.00$0.00$0:00so.oo$0.00

"$0.00$0.00$0.00$0.00so.oo$0.00$0.00$0.00

$0.00

2/20/11

MCC Actua l Ma in tenance Spend ing Per House S ince 1996/97 Budget Year

1996 /97

1997/981998/99

1 9 9 9 / 0 02000/012001/02

2002/032003/042004/052005/062006/072007/082 0 0 8 / 0 9

2009 /102010/11Totals

AmbosiaSio.134$2,176

$6,272

$7.850

$ 7 . i 6 3

$6,294

$51,181$8,82.2

S17.377

$19,649

S3i.9'7

$24,144

S6Q.837

$58,322

.£_____,

AudreLorde

$31^17$2,720

$22,874

$8,537$10,550

$3,993$4,324

$21,348

$11,378Si.179

$10,105

$16,077

$16,174

$4,354

$2,325

Avalon$6,382

$2,1U

$4.36l

$22,430

$3,607

s6,285$1,100

$1,522

$921S3.109

$13,018$7.522

$5,900

$6,236

_2__2

Friends54,451

Si.905

525,605$18,810

$21,305

$2,319

$31,070

$2,193

$444$4,768

$5,802

S13.391

$3,263$21,294

$10,456

Hypatia$10,334

$24.909S3.345

$15,482

$4,821

$5,013$8,186

$3̂589S334

$7,921$2,473

$17,992$140,262

$36,175$1,388

International

$5,364

$3,825

Si9.i32

S14.759

$5.533

$33.944$7,727

$11,121

$6,936$23,421

520, l f6

$21,352

$62,792

$25,024

$14,548

Lothlorien$7 ,090

$5.97i$124,804

$74,198

- i i , 6 0 3

$20,987$5,296

$54.5'5

$35,018

$13,780

S23.4545 3 5 . " 7

$52,408$24,671

J7^8

OfekShalom(new)

$0$0

$0

So

So

$28,916

$19,083

$979

$5,220$246

$18,265$3,740

$5,270

$3,680$1,626

OfekShalom

(old)$10,425

$4 ,480

$4,362

$32,701$5,170

So

So

SO

So

$ 0

SosoSO

$0

$0

PhoenixS3.475

Sio.326$11,629

$11,782

$4.044

$35,466

$49,188S3.94758,651$8,401

$42,126$26,616

$46,114

53L295

s?--2?

SofiaSo

SO

So

SO

$47,184

$11,990$16,801

56,348

S57

$14.239

$7,330$519

S37.73255.255

$12,637

Syntropy52,533

$4.726

57.187

S5.596

$28,169$2,784$4,175

54,987

5 9 0S680

S9.335

$19,607

$29,554

54.893

$347 ,712 $167 ,154 $88 ,335 $167 ,074 $282 ,224 $275 ,595 $496 ,493 $87 ,027 $57 ,138 $298 ,388 $160 ,091

Tota l$91,406

$63,149$229,572

$212,145

$149,249

$157,990

$198,131

SU9.371$86,426

S97.391

$183,940

$186,079

$460,305$221,199

$99,186

Admin Loan Total Year$12,017 $ 0 $103,423

So $ 0 $63,149$24,400 So $253,972$27,986 $ 0 $240,131$30,087 $ 0 $179,335$22,669 so $180,660

Si3,86i $ 0 $211,992$17,424 so $136,795

$9,168 $ 0 $95,594$44,381 $ 0 $141,771

$40,130 $ 0 $224,070

$36,028 $ 0 $222,107

$57,152 SO $517,457$84,711 $0 $305,910

$43,642 528,984 $171,812

.

% of total 14% 7 % 3% 7 % u% 11% 19% 3% 2% 12% 6% 5% 1 0 0 %# o fmembers 2 8 « 8 12 14 2 6 32 10 0 2 6 7 8 186$ spent permember $12,418 $11,144 $11,042 $13,923 $20,159 $10,600 $15,515 $14,416 $0 $11,476 $22,870 $16,039 $159,602

$3.9921

$128 ,308 $2 ,555 ,539 $463 ,656 $28 ,984 $3 ,048 ,178

Notes:*Ofek(old) refers to the previous Ofek that burned and was sold. It is included to get a better representaion of consistent spending per house.*Loan column includes interest and principle