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1l. Contract with McComb Sr. Housing study C ITYOF -�--- 4: CHANHASSEN 690 COULTER DRIVE • P.O. BOX 147 • CHANHASSEN, MINNESOTA 55317 (612) 937 -1900 • FAX (612) 937 -5739 MEMORANDUM TO: Don Ashworth, City Manager FROM: Paul Krauss, Planning Director ' DATE: September 8, 1992 ' SUBJ: City Council Authorization to Contract with McComb Group, Ltd. to Undertake a Senior Housing Feasibility Study PROPOSAL COMMENT 1 When the city began work on the senior needs assessment three years ago, it became clear that there were two primary needs for significant city involvement. The first was a desire to have a community based senior center. The city has obviously made great strides in this area and we look forward to the growing importance and utilization of the Chanhassen Senior Center which opened in July. The second significant need was for senior housing ' opportunities in the community. The Senior Commission is now looking for City Council authorization to proceed with a study to assess the feasibility of constructing senior housing in our community. The study is to be undertaken in two phases. The first phase is to assess the fundamental feasibility of the project. Questions such as, "Is there truly a viable market for this housing, and if so, what parameters actually define the market ?" will be addressed. If after the completion of phase one of the study it is concluded that a viable market for senior housing does exist, phase two of the study would be proceeded with. Phase two would review the ' feasibility of various housing sites in the community, define construction parameters for a suitable senior housing project, develop a conceptual design, and provide the City Council and HRA with financial feasibility information. The city has been allocating community development block grant funds to undertake this Y g ty P �' project for some time. These funds remain upspent. We have been unable to proceed due to ' having our strong focus on getting the Senior Center going. However, we now have a total of $17,396 available to undertake the work. An upcoming reallocation of CDBG funds being proposed by staff will add an additional $1,970 for a total of $19,366. This includes $5,918 n tF1/ PRINTED ON RECYCLED PAPER 1 Don Ashworth 1 September 8, 1992 Page 2 under Year XVII funds and $11,478 under Year XVIII funds which were appropriated by the Council last spring. The city received five proposals to undertake the study. Proposals were received from the McComb Group, Ltd., Maxfield Research Group, Advantage Marketing Group, Inc., Project Market Decisions, and Research Quik. Proposed costs for phases one and two of the study ranged from $13,500 to $24,500. Consultant interviews were held on August 18, 1992. Staff had previously reviewed all of the proposals and concluded that any of the firms could provide the city with an acceptable work product. Thus, it should largely be up to the recommendation of the Senior Commission as to which firm's name should be carried forward to the City Council for final approval. The Senior Commission discussed the matter at length, finally recommending that the McComb Group be selected. The McComb Group proposal is a joint venture with Arvid Elness Architects, who will be responsible for the design and site consideration portions of the contract. Staff and the Senior Commission are quite pleased with the involvement of Arvid Elness since they have an excellent reputation, not only in our community, but in the area of senior housing. Staff was directed to work out final contractual considerations with the McComb Group and we have done so. Final costs for phase one is $9,850 and for phase two is $9,050 for a total cost of $18,900. If senior housing is to be built in Chanhassen, in all likelihood, it would be with the involvement and support of the Chanhassen Housing and Redevelopment Authority. A copy of this report will be forwarded to the HRA for their review. Copies of submitted proposals are attached for the Council's review. 1 STAFF RECOMMENDATION Staff recommends that the Cty Council authorize entering into a contract with McComb Group, Ltd. to undertake a senior housing feasibility study in accordance with the attached proposal. 1 ATTACHMENTS 1. Senior Housing Feasibility Study RFPs. 1 1 1 1 1 Erin McCOMB GROUP Ltd. R E A L E S T A T E A N D � j � R E T A I L C O N S U L T A N T S July 6, 1992 Mr. Paul Krauss, AICP Director of Planning • City of Chanhassen 690 Colter Drive P.O. Box 147 Chanhassen, MN 55317 Dear Mr. Krauss: This proposal is submitted in response to your RFP dated June 8, 1992, to perform a senior housing feasibility study for the City of Chanhassen. The work is to be performed in two phases. 1 o PHASE I The primary purpose of Phase I is to provide market analysis that will assist Chanhassen in evaluating the feasibility of developing senior housing over the next three to five years. The objective of this study is to determine the market ' demand for construction of senior housing in Chanhassen, appropriate rent levels, type /size of units desired, types of support services required, absorption rates and a market profile of renters likely to consider these units. o PHASE II 11 Work tasks for this phase are dependent upon a favorable result in the previous phase. Should a viable senior housing market exist in Chanhassen, work will proceed to define the following: 1. Appropriate site; 2. Schematic design to validate site choice and serve to engender community support; 3. Ownership /management options; 4. Preliminary cost analysis and cash flow models. :1 3250 Multifoods Tower, 33 South Sixth Street, Minneapolis, Minnesota 55402 • (612) 339 -7000 Fax: (612) 338 -5572 Mr. Paul Krauss July 6, 1992 Page 2 Since these objectives require architectural design consideration in site planning, schematic design and construction costs, McComb Group, Ltd. will utilize the services of Arvid Elness Architects, Inc. to assist in the analysis. McComb Group, Ltd., in association with Arvid Elness Architects, has the expertise necessary to fulfill this second phase of the work program. This proposal describes the purpose and scope of our • services, approach and methodology for conducting the analysis, staffing and estimated time frame and fees. Phase I Work Tasks Completion of the following work tasks will provide an estimate of • overall demand for senior housing in the City of Chanhassen. Specific steps are described in detail below: o Market Analysis 11 • The market area for senior housing in Chanhassen will be defined. The economy and demographics of the market area will be evaluated, including population characteristics such as tenure (owner /rental occupancy), household type, age distribution and income levels. The market area is anticipated to extend beyond the City of Chanhassen. Other pertinent data will also be analyzed to determine the • profile of market area residents. From this data, market penetration and market share will be calculated. o Competitive Markets ' Market comparables will be selected and surveyed with regard to occupancy and absorption rates, rental rates, unit features and building amenities, resident profile and services and programs offered. The relative strengths, weaknesses and marketability of the selected competitive projects will be analyzed. City planners and developers will be contacted to obtain date on any projects identified as future competition that are planned, proposed or • approved for the Chanhassen area. Public attitudes toward senior housing in Chanhassen will be assessed by contacting key persons familiar with seniors in the area. Managers and marketing staff of competitive projects will be interviewed regarding their perceptions of 1 Mr. Paul Krauss July 6, 1992 !I Page 3 market trends and local attitudes toward senior housing. This research will provide us with a better understanding of the marketability of senior housing within Chanhassen, how it compares to options seniors currently have in the area and what factors impact absorption of senior housing. o Development Recommendations The work tasks outlined above, in conjunction with our experience and knowledge of the senior housing market, will enable us to assess the market feasibility of a project and make appropriate recommendations on the following: - Number of units that the market will support; Appropriate unit mix; - Amenities and features important for a project in the market area; 11 Competitive pricing levels; - Target markets; - Service recommendations. Information gathered from these research tasks will be combined with secondary data from our research library and other sources to formulate estimates of future market potential and absorption. Results of our analysis will be documented in a report designed to meet client needs. It is anticipated that a draft report will be prepared within 8 to 10 weeks after receipt of the contract. A ' final report will be ready within 10 working days following the client's approval of the draft. The final report will contain appropriate graphics and explanations of our principal findings and conclusions. Phase II Work Tasks 11 Phase II will only be conducted if the client decides that Phase I results warrant further evaluation. Suggested work tasks and specific tasks which may be conducted in the Phase II study are presented below: o Site Selection and Site Evaluation Site criteria will be determined, target areas and specific locations will be identified which meet development 11 objectives, and proposed sites will be evaluated for suitability for senior housing projects. 1 1 1 Mr. Paul Krauss July 6, 1992 Page 4 o Development Programming A preliminary determination will be made of development characteristics such as land use, type of construction, and cost limitations to best meet market and financial feasi- bility requirements. These studies will be performed prior 1 to extensive planning and design studies. o Schematic Desian Preliminary designs will be drafted by Arvid Elness 1 Architects on the selected site or sites utilizing informa- tion regarding unit mix and type determined in Phase I. 1 o Financial Feasibility Analysis McComb Group will conduct preliminary financial feasibility 1 projections for the proposed new development to ensure that the proposed development will achieve the desired financial objectives. Utilizing sophisticated sensitivity analysis, alternative development and service scenarios can be created and compared. Our financial feasibility analysis services go beyond basic development concepts and include 1 • the following: a. Development cost Development costs of the proposed development are 1 estimated, including construction costs, soft costs and financing. 1 b. Cash flow statement • A ten -year cash flow proforma incorporating operating costs and debt service will be prepared for the proposed development. The proforma will include all sources of revenue, operating expenses, taxes, reserves and debt service. c. Financial Projections McComb Group, Ltd. is able to prepare preliminary financial projections for the project which will influence the decisions regarding the project's development approach and service program. We can assist in identifying alternative approaches to project financing and then evaluate the financial feasibility of the alternative scenarios. 1 1 1 Mr. Paul Krauss July 6, 1992 Page 5 o Development Consulting Our staff is available for development consulting to ensure 11 that project design maximizes rental potential and is consistent with market analysis for the project. This work will be conducted in association with Arvid Elness Architects, Inc. Since Phase II work tasks are dependent on Phase I results, and more than one site may be considered, the specific work program and level of effort should be developed at the end of ' Phase I. The results of Phase II work tasks will be documented in a final report designed to meet your needs. The report will contain appropriate graphics and explanations of the consultant team's principal findings, conclusions and recommendations. Qualifications and Experience Q e a p c McComb Group is a full - service real estate consulting firm specializing in market research and repositioning. We have a team that is qualified to conduct the research described in this proposal. Professional staff associated with this assignment include the following: in o James B. McComb, Principal, founded the predecessor of McComb Group in 1974, following six years as a member of the corporate staff with Dayton Hudson Corporation. The firm's approach to market research and financial feasibili- ty is based on extensive private sector experience. Mr. McComb is experienced in the ownership and operation of multi - family housing as well as other types of real estate and has conducted numerous market studies for all types of housing. o Gayle D. Roman, Associate, directs the firm's research projects. Her background in research includes over eight years with McComb Group, Ltd., where she has designed senior housing research programs tailored to individual I clients. Her professional background includes: financial feasibility; planning, development and evaluation of consumer research, including consumer profiling and needs assessment; demographic, psychographic and economic profiling; computer graphics; and feasibility analysis. McComb Group, Ltd. will be responsible for all market research and financial feasibility analysis and will participate with Arvid Elness Architects in site evaluation and schematic design. Arvid 1 11 1 Mr. Paul Krauss July 6, 1992 1 Page 6 Elness Architects will be responsible for all design related 1 issues. McComb Group has worked with Arvid Elness Architects on numerous 1 occasions in the past and has established a solid working relation- ship. Information on Arvid Elness Architects is contained in Appendix 8. 1 Mr. McComb will be responsible for managing and directing the overall research program and will participate directly in findings and conclusions. Individual work tasks will be assigned to personnel within the firm based on qualifications and experience. The firm's experience related to this engagement is contained in 1 Appendix A. Budget 1 The proposed budget for the Phase I work program and work products described in this proposal is shown below. Professional Services Budget Trade area analysis 3,100 Competitive markets 1,850 Development recommendations 2,550 Meetings 1.100 1 Total Professional Services $ 8,600 Expenses (estimated) 1 Demographic services $ 150 • Long distance, messenger, etc. 100 11 Report production 800 Reproduction 100 Miscellaneous 100 Total Expenses $ 1,250 TOTAL BUDGET • 8 9.850 • The professional fees for Phase I services outlined in this proposal total $8,600 and will be performed at a price not -to- exceed that amount. Expenses estimated at $1,250 are to be reimbursed based on actual cost. 1 1 1 Mr. Paul Krauss July 6, 1992 Page 7 • i Phase II costs cannot be fully defined at this time. However, based on previous experience, fees for the tasks described could be expected to range between $12,000 and $20,000, plus expenses. Arvid Elness Architects has estimated their fees at between $5,000 and $13,000 based on previous engagements. These quotes are subject to preparation of specific Phase II work tasks and sites. The above budget is based on the amount of time required to perform the work tasks and is based on our normal hourly billing rates of ' $190 for principals, $100 for associates and $65 for consultants. The budget provides for client meetings at the beginning of the ' engagement and at the conclusion. Meeting time in excess of budgeted time for each phase will be billed at hourly rates. Company policy requires a retainer of approximately one -half the ' estimated budget for the project or $4,300. The retainer will be applied to the final invoice as a credit for billing of profes- sional services and expenses. Invoices will be rendered monthly as our work progresses for professional services and expenses. Standard billing terms are net ten days. A finance charge of 1.5 percent will be charged on all unpaid balances at the end of each ' month. ' Report Purpose This proposal was prepared with the understanding that the results of our work will be used by the client to determine the size and nature of the existing market for senior housing in Chanhassen. Our report will be prepared for that purpose and will be subject to the following qualifications: o Our analysis will not ascertain the legal and regulatory requirements applicable to this project, including zoning, other state and local government regulations, permits and licenses. No effort will be made to determine the possible effect on the proposed project of present or future ' federal, state or local legislation, or any environmental or ecological matters. o Our report and analysis will be based on estimates, ' assumptions and other information developed from research of the market, knowledge of the industry and discussions with the client. Some assumptions inevitably will not ' materialize and unanticipated events and circumstances may occur; therefore, actual results achieved will vary from the analysis. 1 1 1 Mr. Paul Krauss July 6, 1992 Page 8 o Our analysis will not evaluate management's effectiveness or be responsible for future marketing efforts and other management actions upon which actual results are dependent. 1 o Our report will be intended solely for the purpose de- scribed above and should not be used for any other purpose without our prior written permission. Permission for other use of the report will be granted only upon meeting company standards for the proposed use. o The proposal was prepared with the understanding that the report contents may be used in marketing materials. We reserve the right to review these marketing materials for proper use of our work. These qualifications will be included in our final report. Should the report be used for purposes other than specified above, we reserve the right to review these materials for proper use of our work. 1 • Acceptance Procedures To indicate acceptance of the proposal, please sign a copy of the proposal and return it to us together with your check for the retainer as authorization to proceed with this engagement. We appreciate the opportunity to submit this proposal and look forward to hearing from you soon. If you have any questions concerning the proposal, please call me at (612)339 -7000. Accepted By: cComb Gr. p, Ltd. Title: 4 11° Date: J ames B. McComb President 1 1 1 1 1 1 1 1 1 1 APPENDIX A 1 McComb Group, Ltd. Experience 1 1 1 1 1 1 1 1 1 1 1 1 1 1 SENIOR HOUSING MARKET ANALYSIS 1 Typical senior housing market analysis and consulting assignments are described below. Champ. The Congregate Housing for Aging Minnesotans Project was a public /private collaboration formed to study and create a guidebook for development of congregate housing for middle income elderly in smaller to medium size communities in Minnesota. The private development team consisted of six disciplines with McComb Group authoring the market research chapter. The published guidebook presents a practical review of the total array of activities that must be accomplished in order to be successful in this difficult market. 1 Westwood Ridge - A market positioning analysis was performed and consulting services provided on the development of 125 independent living units for seniors in West St. Paul. Becketwood. Bor Son Construction Company and the Board of Directors of Becketwood retained our services to analyze this senior cooperative's sales pace and market position. The product presentation, pricing, marketing staff and advertising were all analyzed to make recommendations on how to increase sales at this slowly filling project. Earle Brown Commons - Evaluated a 140 -unit senior housing rental building in Brooklyn Center, Minnesota, to determine the reasons for a slow absorption rate. A feasibility study was conducted of the implications of continuing to market the building as a senior rental residence. Tasks included a review of the facility's marketing and merchandising program. This study was eventually used in a bond offering circular. Vernon Terrace - Competitive market analysis was conducted to 1 determine if the project's slow absorption rate had been the result of the building's location, design or the sales and marketing programs used for the project. Kensington Properties, Inc. Analysis of market potential and financial feasibility for conversion of an existing nursing dormitory into a board and care facility for the elderly in St. Joseph, Missouri. Windom, Minnesota - A market feasibility study was conducted for 1 the development of senior housing for the City of Windom and the Windom Community Hospital in Windom, Minnesota. Bungalows of Champlin - A market analysis and financial feasibility study was conducted for a 72 -unit adult rental community in Champlin, Minnesota. The reports were used in a tax - exempt bond offering circular for project financing. 1 1 1 Robbinsdale Congregate Housing. Market analysis for development of independent living units for seniors in the suburb of Rob - binsdale for Darrell Farr Development Company. This research examined the need for elderly rental units in an older inner -city community which already has a senior housing cooperative and where surrounding communities have elderly housing campuses. ' RosePointe - A market study was prepared for a 213 -unit senior housing facility incorporating both new construction and renovation of an existing apartment complex in Roseville, Minnesota. ' Red wing, Minnesota. A market feasibility analysis was conducted for the Haven Villa housing project in Red Wing consisting of 34 apartments and five personal care units. This development, now ' under construction, is attached to the Haven Homes Nursing Home. Anoka, Minnesota. - The study determined the market potential for developing 70 to 700 assisted living units for the frail elderly in Anoka, Minnesota. Boulevard Apartments - An evaluation was conducted of the market demand and potential for independent living units on the campus of the Crestview Lutheran Nursing Home. Bethesda Hospital - Market feasibility analysis was conducted and consulting services provided for development of 125 to 150 independent living units for the elderly on a campus with the Bethesda Hospital and Infirmary. ' St. Joseph's Congregate Housing - A market feasibility analysis was prepared for development of the 32 -unit congregate housing facility to be attached to St. Joseph's Nursing Home in LaCrosse, Wisconsin. ' Owatonna Western Inn - Market analysis was conducted for the potential conversion of a portion of the Western Inn in Owatonna, Minnesota to a personal care facility. 1 11 1 FINANCIAL FEASIBILITY ANALYSIS 1 Typical consulting assignments conducted by McComb Group, Ltd. involving financial feasibility and valuation analysis are described below. Generally these assignments include projecting development costs, rental and /or sale revenue, operating expenses and debt service. Computerized financial models are used to efficiently prepare comprehensive cash flow and income statements to forecast before and after -tax cash flows; discounted cash flow values; internal rate of return and other return measures. Plaza VII -- Carlson Companies, Inc. Minneapolis, Minnesota 1 An analysis was conducted for a mixed -use development including 20,000 square feet of retail space, a 350 -room hotel, 300,000 square feet of office and a 330 -stall parking garage. The analysis included proforma operating statements for each component and combined cash flow and income statements for all four components. During the four -year planning period, three different development concepts were evaluated including major retail, hotel, office, condominiums and parking. Analysis was also conducted to measure the impact of adding a major department store and 720,000 square foot office building. Mixed -Use Development -- Alexander's Department Stores, Inc. New York, New York • An analysis was conducted for a $300 million mixed -use development in midtown Manhattan. Sensitivity analysis was conducted for six 1 alternative development concepts having six different uses (fashion store, specialty retail, office, hotel, residential and parking) to determine the development alternative and combination of uses that would maximize investor return. Mixed -Use Development -- Waterfront Companies Minneapolis, Minnesota A financial feasibility analysis was conducted for a two- phased, ten -year, major mixed -use development containing 128,500 square feet of specialty retail space, 1,114,700 square feet of office space, 678 condominiums, a 250 -room hotel, and 3,460 parking spaces. The analysis projected development costs, operating cash flow and income statements for each building and phase. Combined cash flow and income statements for the total development were prepared to show the overall before and after -tax cash flow and rates of return. 1 1 1 1 The Pavilion - -Essex Investment Corporation Buffalo, New York Development budget and financial feasibility analysis were prepared for a downtown mixed -use development that includes 230,000 square feet of retail GLA, 224,000 square feet of office space, a 120 -room hotel and a 1,100 -stall parking garage. The analysis included reviewing and developing cost estimates, determining lending parameters, reviewing operating projections, estimating property taxes, developing 10 -year proforma operating statements and estimating before- and after -tax internal rates of return for each component. • Mixed -Use Development -- Lowertown Redevelopment, Inc. ' St. Paul, Minnesota A financial feasibility analysis was prepared for a $37 million ' mixed -use development in downtown St. Paul. Project components included 60,000 square feet of retail space, 70,000 square feet of office space, 49 condominium units, 100 apartments, 530 -stall ' parking ramp and YMCA, incorporating renovation and new construction. This was a proposed forerunner of Galtier Plaza and was not financially feasible. Calhoun Square- -Ray Harris Company Minneapolis, Minnesota ' A financial feasibility analysis was conducted for a 125,000 square foot specialty shopping center involving new construction and adaptive reuse of existing buildings in the Hennepin and Lake shopping area of Minneapolis. ' Highrise Condominium -- United Development Company Minneapolis, Minnesota 1 Market and financial feasibility was analyzed for a 560 -unit highrise condominium development proposed for a seven -acre site in Minneapolis to be built in three phases. The assignment included a sensitivity analysis for alternative development schemes for the site. Washburn- Crosby Mill -- Center Companies, Inc. Minneapolis, Minnesota I Adaptive reuse analysis was conducted to determine financial feasibility of converting the Washburn - Crosby flour milling complex of Saint Anthony Falls to a mixed -use development with luxury condominiums, office and commercial space. Ramsey County Office -- Ramsey County St. Paul, Minnesota A financial analysis was conducted to determine the fair market value of an older commercial building to assist the client in their 11 office location decision. This building was subsequently purchased at a price substantially below the offering price. Miller Hospital Renovation - -St. Paul Port Authority . St. Paul, MN A financial feasibility analysis was conducted for renovating the Miller Hospital complex to provide 25,500 square feet of office space and 210 rental apartments in two phases. This evaluation, prepared for the Saint Paul Port Authority, concluded that the proposed project was not financially feasible. Hilton Hotel-- Hammon's Companies ' Sioux Falls, South Dakota Financial feasibility analysis was conducted for a 220 -room hotel in downtown Sioux Falls. The financial package for this hotel included a $2.1 million Urban Development Action Grant. • r 1 1 1 1 1 1 1 1 t 1 1 1 1 1 1 APPENDIX B 1 Arvid Elness Architects, Inc. Qualifications 1 1 1 1 1 1 1 1 1 ' 1 1 1 1 t �_iisu�sist ' .i..' n: n- utttittttt alit . imi .1 III - Arvid Elness Architects Inc I 1 July 2,1992 1 Mr. Jim McComb 1 McComb Group 33 South Sixth Street Suite 4020 I Minneapolis, Minnesota 55402 RE: Chanhassen Senior Housing I Dear Jim: As a follow up to our conversation, I am very happy to present the following proposal for I Phase II of the Chanhassen Affordable Senior Housing Program Study. We have recently completed similar senior facilities in Lakeville, Burnsville, Eagan, and West St. Paul in association with the Dakota County H.R.A. I Planning work was also recently completed in Minnetonka, Plymouth, and White Bear Lake where we were to identify appropriate sites and generate a schematic design to validate the suitability of the site for this purpose. This information and drawings were I then used to present the concept to the cities and communities. In the case of Plymouth, a display and brochure was prepared to educate the public on the building type of option available. In Minnetonka, we presented site Plans in order to establish the most suitable sites for consideration. And, in White Bear Lake, it was to schematically design affordable housing on sites selected by cities. The fee associated with the Minnetonka study was $13,000.00 and Plymouth was $12,000.00, I White Bear Lake was done in the $5,000.00 range. Our cost is directly related to the hourly time budgeted based on extent of work requested. 1 We estimate that the work related identifying an appropriate site and generating a schematic design to validate its use can be achieved a not to exceed (NTE) of $10,000.00. I Our experience, however, has been that a minimum of $5,000.00 should be budgeted in order to have a selected site studied and presented. This would include meetings with the staff and presentation to the community in a public hearing. If a colored presentation is necessary, and in addition, presentations are necessary to encourage community support, 111 we would be happy to continue our service on an hourly bases for a NTE of an additional $5,000.00. 1 400 Thresher Square Building I 708 Third Street South Minneapolis, Minnesota 55415 Telephone 612 - 339 -5508 Facsimile 612 - 339 -5382 1 1 1 1 We are very happy to comment and share with the City our experience with 1 ownership /management options. The building preliminary cost estimate would be included with our service. 1 Sincerely, 'VID E DSS ARCHITECTS, INC. 1 1 1 A id Elness, FAIA President 1 Attachments 1 1 1 1 1 1 1 1 1 1 1 r 1 Special Edition '� ` Continuum of Care and Housing for the Older Population - ' 1dii1111/ • 1'.! O ra: 011111111111 .Itr • 1i1111iti1111 • /hi i A II Arvid Elness Architects Inc Rev i , Revtew Layered Financing Facilitates Development yy n 1p facilitate hous t Private financing for real estate develop- At present, Arvid Elness Architects has projects in their communities. ment virtually collapsed during the recent eight housing and senior projects under We refer them to developers who tare willing to either enter into a' recession. Now, there are indications that construction, which is high for our normal the housing market, in particular housing activity. These are not the 500 -unit participation agreement or for seniors, is rebounding. complexes, such as the G ates a Carlson assist them for a fee. As Center in Minnetonka, MN, or Devonshire architects, we are involved in the Many projects had to be shelved in the last Gates in Bloomington, MN, which we early processes of planning and site selection but, in the present t two years due to the inability of developers designed for Trammell Crow Residential in market, we generally don't I. to raise sufficient funds. Today, new ap- the 1980s. These projects are solid, r proceed further until the project' proaches to financing have emerged with affordable 60 -unit complexes in which the is clearly further til success. The continuing adjustment in real city, county, state agencies, and in some I estate values has demonstrated what the cases non -profit organizations, play a role in One of the benefits of today's 1 market is ready to support, and what type of layering the financing. market is that construction costs creative financing is necessary to make are at an all-time low. Senior more projects happen. Many municipalities and non - profit t facilities, which are characteris- tically residential, low -rise e� gl Y' ' ,'. .', .;r- , structures with underground , '- x- ,_ > :. : r .� �, parking, can be built for less than ��- _ ►,,,e, ° , ., 7- ., : ` `c-, „4- 1!r'!t ?:t *,, in the mid -80s. The combination ' = - ;>x . :< 1 ' • • ; • •n - >. , - • IA of low construction costs, low 1 1,-",s.- !. _ ,• 'l . ,, . �• ' ' • y s interest rates, pent -up demand t — -- ' s and the willingness of munici- �,,• - . �_; palities, counties and non - profits _`: - _'� `< =r s to participate in layered equity 1- < , _ -. , 4 • s° ` • . - .i :»• 1' • , , . financing has opened the door to a — b . _ ,- i� _ � r a future growth trend. • • ""' i f � �� J - -. F -- Outstate communities especially I + °,4" .. '-' -'' .}}•'.•- • , y.(� - — - - - - - . _„� . - need help raising funds. With (continued page 4) . Haskell Court, West St Paul, MN; 42 -unit congregate living facility I • , April 1st, we moved _ I our office to: , �� l e e ., 400 Thresher Square Building, 708 Third _ • Street South, Minneapolis, MN 55415. . _ , - _. � , Telephone (612/339 -5508) and facsimile : 1�1 -• ' b i i1' t l numbers (612/339 -5382) remain un- + 1 - :� • ,.- , • , , changed. - - _ Thresher Square is a familiar building to � �- ' ; � - , I s Arvid Elness Architects. In 1982 we . • - - t worked with BRW Architects on Thresher's " ; � a , . L _ Y Q ;; _ �. • � -c- • conceptual design and subsequently 1, - iT.PF'T Y ! _ ; -,_ _ _ — ._�� _ :, ►, ` t e_.. .. = - 1 t ?1� became the associate architects for historic _ ; - • 4 ' _ . - . - -. _ • r • preservation on the project. Elness Architects is proud to have assisted _ r in its renovation and to now call it "home." Thresher Square, 1982 conceptual rendering 1 1 Two Awards Won for Design Excellence Arvid Elness Architects recently won ,,�, awards for two o of its senior housing projects: _ ,. 4 the Elder Homestead in Minnetonka, MN, - - and Rosewood Estate in Roseville, MN. / _ -`' '__;; _ The Elder Homestead won a Gold Award for Assisted Living Housing Projects in the first =' -_ " _ rig. - I , 1 __ annual Significant Seniors Housing Awards - _ �_' tol , , ::-. -• = =-= ( I I Program. The award was given by the - - ^� ^ L °•••° - ^^ s-. """"" .."...""' • 1 ({ �" i my National Council on Seniors H g � E. (NCOSH) of the National Association of sill;: 111 iII it I,iIi;11 1 i f ! IIII I ', 1;4°111 `'' 4 ' # s g - '�- -z^�. Home Builders. - , III 1 ! Rosewood Estate has been recognized for the - w�, first Design of Aging Review by the AIA Elder Homestead (above) F '� n es *1 _ Committee of Architecture for Health (AIA- Rosewood Estate (right) I CAH) and the American Association of , 1 r Homes f o r the Aging (AAHA). Rosewood, a ~° residential alternative living facility, also I received a special citation recognizing its outstanding features and innovative design. 1 Profiles Arvid Elness, FAIA, President James Salzl Arvid Elness founded Arvid Elness Archi- i .. /, l Contract Administrator tects, Inc. in 1975- He has distinguished , 0 a' 1 g As a member of the firm's himself as a leader in areas of urban design, _� management team, Jim Salzl senior living and historic preservation. participates in the company's \ . policy and operations decisions. In 1991, Elness was named a Fellow of the Additionally, in the role of American Institute of Architecture (FAIA). , , contract administrator, Salzl Elevation to the association's prestigious directs work related to the College of Fellows is the highest honor the , „ ;)- technical review and admini AIA can bestow on any member with the+•+. J stration of multiple projects in exception of the Gold Medal. Fellowship is the construction phase. He has I conferred only on a few, selected individuals been associated with the firm who have made significant contributions to (Left to right)Velett, Salzl, Elness since 1986, and has 11 years the profession. Elness also was elected Kirk Velett, AIA, Vice President experience with architectural I president of AIA Minnesota in 1992, after As vice president, Kirk Velett participates in and construction firths. serving as its treasurer and president -elect Arvid Elness Architects' management and for the past three years. policy decisions. He also serves as project Salzl has been involved with manager, responsible for management, pro- numerous residential projects I During his tenure as director and regional duction and coordination of projects. such as multi- and single - family vice president of the National Association for housing and renovation. His Senior Living Industries (NASLI), between Velett's primary emphasis has been in experience also encompasses 1989 and 1991, Elness became recognized as residential design and construction. His many educational and comm- a leader in the development of long -term experience includes work on a wide variety ercial projects, including care facilities for seniors. He pioneered the of projects, from luxury mountain resorts to remodeling and expanding nation's first concept for assisted living with market -rate apartments, single - family schools in St. Peter, MN, and his work on the Elder Homestead in Minne- homes and senior housing. construction of the Minneapolis I tonka, MN Now, this prototype rapidly is Convention Center Skyway. being replicated throughout the country as Velett joined Elness Architects in 1985. an alternative to nursing homes. Since then, he has been responsible for Salzl currently is admini- I overseeing design through construction of strating housing projects and His firm has designed more than 15,000 projects ranging from 25 to 400 units in parkside townhomes in housing units and provided service on over Minnesota, North Dakota and Florida. Burnsville, Walker Elder Suites 2,000 commissions in master planning, - in Edina, Trinity Park J restoration, new construction, retail, educa- Currently, he's managing three projects Apartments/Townhomes in tional, office buildings, churches, interiors, that continue to follow the firm's strong Minneapolis, and Oak Woods of housing, parking and skyway structures. tradition of design excellence. Eagan. New Projects Emerge, Others Completed _ 1 ' t - 1.1 1 ; om` J' at-_ it f � ' { � _ _ _ "— - � �G.a�. µ .. - D i v - _ - _ _ Ja Nelson with Gideon Pond model "+ : � ++ + > t • Looking forward the prospects for the "" ` � . ' , l ' ` � j ',':,143.a.41 - ' industry's continued growth appear promis- j - ,' ' i - '' ! ing as the economy picks up and financing :: � 4 � , _ - _ - --- -! 4' - - becomes available. Reflecting this, Arvid .' �'�`. L I • Elness Architects currently has several proj Minnesota Masonic Home - A new CCRC campus, Bloomington, MN ects on the drawing board, in addition to Recently Completed leted Projects The remodeling and expansion of recently having completed many others. The the St. Croix Mall in Oak Park following is a brief synopsis of our activities Our work on the Minneapolis Convention Heights, MN is now complete. I ramp Hei lete. Center arkin to bring you up -to -date. parking amp and skyway is com- g P plete. Safety, function, and aesthetics were We have completed work on • On The Drawing Board important components. Minnesota's largest single room occupancy (SRO) project, 225 I For Minnesota Masonic Horne in Blooming- W completed the dining hall at Bemidji units in Elliott Park. Also The ton, MN, we've developed master plans for a State University and provided full archi- $10 million restoration of full Continuum of Care Retirement Commu- tectural services for the St. Peter high Riverside Plaza Towers in the nity (CCRC), including 52 cluster homes school, and two of its elementary schools. Cedar Riverside Neighborhood I L which are under construction. In addition to of Minneapolis. the above, and in conjunction with Horty Elving Associates, Inc., we'll be completing d esign work summer of 1992 for 46 assisted �'-"r �' `, �r } ; living units, administrative offices, town ', ' r . " =_ - - { center, dietary and service area, as well as a •• , o r s '� AO +'" `� r R ' 120 -bed nursing facility. A fall construction s "'•`" •% _ = q " . `- start is anticipated. This 818 million project p °' c ` • __ =�_] f � represents a major commitment by our firm r t - .- -. - j . T -'i' . + 1 k . to the design of comprehensive, long -term - w� • -t - • _ " ..14._-4A.:1 ,- care facilities for our elder) population. "-P; ';.4-*:" s' "' - ^-e r# :'`� i • Another project on the drawing •. .s - 3` �r t • - board is �t'� � �:C7 - ,.�, '.� _ � - ' ' � _`�. _ '= , • � '�f: 1 Gideon Pond for Presbyterian Homes in 4 - -, -`— - _ - Bloomington, MIS'. The design for this 86- y ` { - Y .••tiws , ii unit assisted living project is complete with ' .� '�'r� work continuing for an anticipated fall Eagle Ridge Place, Burnsville , MN; 40 - unit congregate living facility construction start. Plans for Gideon Pond also include new administrative offices, � chapel, gazebo, and community gardens. • �.,04e'� , .sfo • Elness Architects currently has senior t - 5 „4..„1„e � t S„; ' housing projects under construction in .fi f , "0{,- I - Hastings, West St. Paul, Burnsville and P ' `" � c -' : Eagan for the Dakota County Housing and �` ' _ } Redevelopment Authority (HRA). We also .3 . y , � T f ' i. have prepared an educational exhibit on �'.`' '': ..r A ' f + - ' -, i ' R senior housing for the city of Plymouth's 4=40' j t - - - _- � -; : 1?; HRA, and are studying senior and 1 - II . ` => 1 �« iCi ffliit _ :„ c �r +w ) f • 441 multihousing sites in White Bear Lake, y -t A ,, T -. ,e•- _ w. - Minnetonka, Brooklyn Park, and St. Louis -*I- * •--- Park. - —woe - . ' . -- ^� . = 'a .: - - Walker Elder Suites, Edina, MN; 72 -unit assisted living facility I41 t Layered Financing continued In the case of White Bear Lake, a private The past two years have been developer is working with the city to assess difficult for architectural firms the above conditions in place, the demand for available resources, and make the project due to the abnormally high I affordable housing can be met without an financeable and rents affordable. Devel- number of development active government subsidy program, which opment in Minnesota's outstate areas also is failures. Previous market was necessary 10 years ago. becoming more active, including new conditions have shaken projects in Iowa and Wisconsin. industry's confidence that well - As a result of the financial involvement of conceived projects can move counties and municipalities, new develop- In addition, Elness Architects recently ahead. With these new trends in - ment opportunities have emerged. Elness began construction on a new senior assisted financing, we foresee a growth Architects currently has senior housing living facility we designed at Parklawn and in future opportunities. I projects under construction in Hastings, York Avenues in Edina. In this instance, the West St. Paul, Burnsville and Eagan for the for - profit developer formed a partnership The product we design today is Dakota County Housing and Redevel- with a non -profit care provider and used substantially different in char - I opment Authority (HRA). We also have 501C3 bonds as a financing source. Al- acter from that designed in the prepared an educational exhibit on senior though the financial complexities of the 1980s. As difficult as the slow - housing for the city of Plymouth's HRA, and arrangement delayed the project for nearly a down has been, it has offered are studying senior and multihousing sites year, construction is now under way on time to adjust to the reality of in White Bear Lake and Minnetonka. Walker Elder Suites. the 90s. -4 ;PP r 114; 1 7-Fl - f - ftjtomi r ::,-„ (If . .$4,4„.',,erneb, . . - -- 2-.7.-t-...,.it,„,.. 1 ii ------ -- " - -? : •_ ,71 . :-." - L.: - . 'W_A 1 l• '' , - - -II- II .:. : ILL II ' i -. , i" • _ 3 /Pt fit-:' - _R jl� ; P. i 31 2 I '....w r t A ■E 'I� • u sag . . � ,_ 's - II II r r 5 r `�[_r_ _--=--- -''.� _ _ - ! ° ice - . S-F -� ! ' ` , = ,r c`TM --r ,"' . .,., •a rs - � = _ . _ a tit (i, - ., `.+, : ` ' � = - - K, y' P - _ � 1, x`- r ' t ,''' . 7 _ _ - -- r 'Stir ' ^ r - ) }x ice, . �,Y 1,.- ` - r Z' -try -S•__ 4 4 - 1 O ak Woods of Eagan, 65 -unit congregate living facility 1 ..--- . -, L IIIIIIIIIII u11111 } '1 a 1$VE I ll1 /IIU11 weal Arvid Elness Architects Inc I 400 Thresher Square Building 708 Third Street South Minneapolis, Minnesota 55415 1 1 1 1 1 Architecture A t AEA the highest standards of I design are combined with personal service geared to the individual requirements of each project The firm's client centered approach considers the buildings owners as well as its eventual users. That is one factor for AEA's success, and its receipt of major awards for office, I commercial and residential design and renovation Today. AEA is one of the region's leading firms practicing commercial and residential design with projects ranging I in scale from large warehouse renovations such as Butler Square to the redesign of its own imaginative offices in the Butler North building, from a high tech office building I designed for a range of professionals to a housing project for the elderl■ 1 1 1 1 1 ■ - . 1 ■ 1 1 1 1 I I 1 L 1 i he firm of Arvid r Elness Architects (AEA) ,'l '°--� r is a comprehensive " s is practice that � t provides architecture. planning. - f interior design. graphics and .., ., . __,. development services. Founded in 1975. the firm believes 1 , •� _ _ strongly in responding to clients' needs with creative design --- _ ,' �' — - environmental sensitivity 1 - .r r = it �, _ _ _ - - e and respect for program and _ ` = .. - - budget requirements. AEA has (2 - - T extensive experience in projects --� . _. ranging from renovation to �� c• } . � = neonstruc•t ion. it has worked F >" :_ �. _ , with individual clients as well - ! '7. - - as multitiered structures of ' municipal. count\ state and I s t' federal agencies on a wide - range of projec t types. 2 l? y 1 AEA's practice has grown a` steadily attracting a ,. .< .� till- L.1' � multidisciplinary talented ':Y - staff committed to the unique • : 1 requirements of each individual ' __ project —its site. function -4. economics and energy use t _. 1 AEA is experienced in the full ? - Y }+- _ v . , spectrum of building types T � _ from education. religious and - — - - f' - ;` ' health care to a wide range } ° `� - ~ \` -= y of housing. commercial and ..gam .-• . mat _.- -.�_ = - retail projects to industrial �. r-- -_ _ = � ��� -="' developments. and parks. - AEA has provided design services on hundreds of F commissions. It has been *"° -- honored with awards from the , At ` - Minnesota Soeiet. American Institute of Architects and ' X''''' 14 *., _ -,,::J .r �<, t numerous other associations. te.__ . - 1 • 1 1 1 1 1 , . 1 1 T he design process has several stages, all of 1v hieh lead to the final building _ ' 1 ` design and construction It begins _ r with listening. offering ideas and trying `" =`° _- i � alternative solutions. Presentations. often ; • given in a public forum. offer opportunities, " -� I; for community involvements. „_ ; ,= v. tom " 1 j i; .._ - - - ' k ///' --- 4, }� 1 .. ..• .-7 ,,,:- • s - _. -- _ 1 / y 1 r .. 1 • I . lir j ... „... ,_ _ 2.f., A,,,, • ._ , _,.. . . . „r _,. I ' . • 4. 1. Vi 1 1 • 1 • 1 1 1 1 1 1 1 i INIOnn■ ■=101■MO 7,1 ■INNIMMIM } a . l� '_ ' M P •• 401 1.... ----„,...;,;-:._;,,,;,_ ,... Ofili - '.f- 4_ i - r-or - x--- ..._ AN 4f -7 - liA ` wi lk 4 e f ' .N.... ,.. / • ' - -; .. ....st I 1 IIP .; - Y . i - . ' • ''''--....bt - 1 - ' _. _ . A --. P a ,46. N i k -'-' ∎{ ii + I ve a o , becom O dr r awings dra w ings time become ideas modee ls, models become construction specifications. At AEA, both informal and I formal presentations of ideas are a part of the design process. 1 1 1 o • "..` / -- - i ;�;' • Wi 1 1 i '..tf " 1 .. 1 / ii _ 1. �c ` �..�.. .1 r t 1 _: ,i„r,f .-' .}IF -- - - • 1 t , ^ a r it / A • - . CI .� fi b .:_,,,_ , . _ ... 173 E. ___. ,... ___.___:_ , ,,_ . ........_ ,._. .., : ,..: , .„...___„... „.- .._...:. - .. _ . h --..- ____„..„...2, p_..1 A 1 a k �!'i►� err = - _ ,. 1 /. ! ■ C oordinating and checking details 1.- at a construction site are part of "� ; . ; AE?,' ongoing design service, which �..� _.` _' continues through project occupancy. This `., -.4 valuable stage assures that both designers' • U „ , 4 and clients' expectations are met. j �.• f , yell _ , - >' ■ .;., 1 1 1 • 1. Awards and Publications MSAIA Honor Award -1974 Housing Magazine Commercial Renovation Magazine I Minnesota Society American Institute of Cover Story, July -1982 Cover Story, February -1987 Architects Jefferson Square, Northfield, MN Mill Place, Minneapolis, MN Butler Square, Minneapolis, MN AM Magazine MSAIA Honor Award -1986 I CEC Honor Award -1981 Article, September /October -1984 Minnesota Society American Institute of Consulting Engineers Council Academy Park, Devils Lake, ND Architects Butler Square West, Minneapolis, MN Harriet Square, Minneapolis, MN MSAIA Honor Award -1985 Building Design and Construction Minnesota Society American Institute of AM Magazine Cover Stories, Jan. 1975 & Oct. 1981 Architects Article, January/February -1987 Butler Square & Butler Square West, Prairie Oaks, Minneapolis, MN Harriet Square, Minneapolis, MN " Minneapolis, MN NAIOP Award -1985 Finish First Award -1987 Commercial Architecture Award -1982 Suburban Office Building of the year Wolverine Technologies Corporate Report under 50,000 square feet Harriet Square, Minneapolis, MN I Butler Square West, Minneapolis, MN Creekridge Center, Bloomington, MN AM Magazine SD Magazine, January -1987 Commercial Architecture Award -1985 Article, May /June -1987 Butler Square West, Minneapolis, MN Corporate Report Elder Homestead, Minnetonka, MN I Creekridge Center, Bloomington, MN CUE Award -1974 Progressive Architecture Magazine Minneapolis Committee on Urban Reggie Award -1985 Article, April -1988 Environment Minneapolis Builders Association Elder Homestead, Minnetonka, MN I Butler Square, Minneapolis, MN Timberton, Plymouth, MN Seniors Housing Award -1992 AIA Honor Award -1975 NAIOP Award -1985 NCOSH/NAHB American Institute of Architects Renovation of the year Elder Homestead, Minnetonka, MN Butler Square, Minneapolis, MN Thresher Square, Minneapolis, MN Hospitable Design for Healthcare and Journal of Housing AM Magazine Senior Communities, Article -1992 Cover Story, November 1981 Article, JanuaryfFebruary -1985 Elder Homestead, Minnetonka, MN Great Northern, Devils Lake, ND Firm profile Arvid Elness Architects and warehouse rehabilitation AM Magazine AM Magazine Cover Story, July /August -1987 I Article, October/November - 1981 MSPE Award -1985 Chequamegon Hotel, Ashland, WI Dakota Square, Aberdeen, SD Minnesota Society of Professional Engineers Renovation of the year CUE Award -1987 I MSAIA Honor Award -1981 Mill Place, Minneapolis, MN Minneapolis Committee on Urban Minnesota Society American Institute of Environment Architects NAIOP Award -1985 Buri Manor, Minneapolis, MN Jefferson Square, Northfield, MN Renovation of the year Mill Place, Minneapolis, MN Aurora Merit Award -1988 I AM Magazine Southeast Builders Conference Article, May -1982 CUE Award -1986 Best Life Care Housing of the year Jefferson Square, Northfield, MN Minneapolis Committee on Urban The Fountains, Melbourne, FL I Environment Mill Place, Minneapolis, MN Design of Aging Review -1992 AIA/AAHA Rosewood Estate, Roseville, MN 1 1 1 1 ARVID ELNESS, FAIA 1 PRESIDENT /CEO EDUCATION Bachelor of Architecture, University of Minnesota, 1962 1 PROFESSIONAL MEMBERSHIPS Academy of Fellows American Institute of Architects President, AIA Minnesota, 1992 I Director and NorthcentraI Regional Vice President, NASLI (National Association for Senior Living Industries) Member, National Historic Trust Foundation Past Member, Advisory Committee on Aging, Metropolitan Council 1 REGISTRATIONS Arizona, Florida, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, New Jersey, North Dakota, South Dakota, Virginia, and I Wisconsin. NCARB Certified. EXPERIENCE A registered architect in Minnesota since 1967, Mr. Elness has served as planner, project architect and principal on many prominent metro and I outstate projects. In 1975, he founded Arvid Elness Architects, Inc., which is comprised of architects, planners, interior designers, construction administrators, and production, marketing and computer personnel. 1 Mr. EIness, as an active member of NASLI since 1984, and North Central regional vice president since 1989, has conducted several sessions on I design and development of assisted living programs. As a frequent guest speaker and Iecturer throughout the country, he has recently made presentations regarding his practice, at the Wisconsin Society of Architects' annual convention and as Juror for the 1987 Honor Awards in 1 South Dakota. On behalf of Elder Homestead Corporation, General Mills and the Wilder Foundation, he has designed and initiated the new concept "cluster parlor dwelling units" that is gaining national attention as an alternative to nursing homes. As a Board Member of the Elder Homestead assisted living facility in Minnetonka and Villa Park a I congregate facility in Roseville Mr. Elness brings not only design but operational and management experience to the practice. With over 15,000 housing units constructed, Arvid Elness Architects has 1 been recognized as an innovative leader in Senior Housing. The firm's current activity includes continuing care residential communities as well as free - standing congregate, assisted living and nursing home I facilities throughout the North Central region as well as Florida and New Jersey. Design is complete on five new projects for the Dakota County HRA in Lakeville, West St. Paul, Burnsville, Eagan, and now Hastings. 1 Also in the planning stage are facilities for the Plymouth, Minnetonka, and White Bear Lake Economic Development Agencies. Mr. Elness insists on design excellence, professionalism and technical 1 proficiency with every commission. He has served as development coordinator on many senior related facilities as well as a team member providing basic architectural services. 1 1 1 1 SENIOR FACILITIES I NEW CONSTRUCTION ' Minnetonka Senior Housing Status: Schematic Design Minnetonka, MN This work represents a study of seven sites for their feasibility as Minnetonka HRA locations for cluster housing, congregate housing, or assisted living. The sites range in size from 3.8 to 44 acres. This project includes I investigations and analysis of the present state of senior housing in the city, of the areas and urban systems around and serving the sites, and how the sites, their geography, amenities and site forces can mesh into their I surroundings. Prototypical site plans are being developed for each site. Plymouth Senior Housing Status: Schematic Design I Plymouth, MN This project represented the study of a city owned parcel of land Plymouth HRA designated for senior housing use. The plan consisted of 100 congregate housing units clustered around a village theme of a two and three story structure. An educational exhibit on senior housing options was prepared 1 and exhibited in conjunction with this work. White Bear Lake Senior Housing Status: Schematic Design I White Bear Lake, MN Set on a 3/4 city block site this 42 -unit congregate development will provide R.A. Morton Co. affordable senior housing in downtown White Bear Lake. The building will be 2 and 3 stories to blend with the residential neighborhood and will include a community dining room and library that opens onto the "front 1 porch" entry. Long Lake Housing Status: Schematic Design I Long Lake, MN This project was conceived as a one level living cluster home Ted Wolf development on private land. 28 living units and an apartment complex are being planned overlooking Long Lake and established wetlands. 1 Gideon Pond Status: Design Bloomington, MN This addition to an existing seniors co- operative will provide 85 units of Presbyterian Homes assisted living housing. The new wing will provide full dining facilities I as well as an array of community rooms and "gathering" parlors. In addition a new 100 seat chapel and administrative wing are also being designed. These new facilities will complete the private, landscaped I central court for the Gideon Pond campus. Minnesota Masonic Home Status: Design and Construction Bloomington, MN The master plan for this 80 acre campus on the Minnesota River bluffs was I the beginning of the renovation of this stately, 75 year old seniors living facility. Beginning with construction of the 56 -unit, independent cluster homes the new Minnesota Masonic Home will offer a full CCRC I environment. In design now is the complete renovation of the original building into 46 assisted living units and administrative offices, the addition of a 120 bed skilled nursing facility, and the addition of a Town Center which will provide shops and services for the entire campus. • 1 1 1 1 SENIOR FACILITIES NEW CONSTRUCTION Oak Woods of Eagan Status: Construction Eagan, MN Set on a hillside, this 65 -unit congregate living building evokes an Dakota County HRA image of a "hillside village ". The stucco building with large roof overhangs has a veranda extending across the south overlooking a pond. The building features a community room with enclosed "porch" as the focus for the one and two bedroom independent living units. Walker Elder Suites Status: Construction Edina, MN A three story 72 -unit Assisted Living Facility designed to provide care 1 Walker Companies, Inc. to the frail elderly in a residential environment. The design features Craig C. Avery Co. the cluster parlor concept of assembling 5 independent units as one apartment. The architecture recalls the styling of a brick English country ' home complete with car court, entry parlors, and cottage charm characteristic of that period. Eagle Ridge Place Status: Completed 1992 1 Burnsville, MN This congregate living development consists of 40 one and two bedroom Dakota County HRA independent living units, with future expansion for 20 more units. The building is centered around a two story community / dining room with a 1 large covered porch overlooking the 4 acre hillside site. Haskell Court Status: Completed 1992 West St. Paul This 42 -unit congregate living building is set in an older residential Dakota County HRA area of the city. The building is designed with two and three story wings and an extended front porch to help maintain the character of the existing neighborhood. The project offers one and two bedroom independent living units with a large community / dining room, library, and entry lounge as the focal point for residents. Winsor Plaza Status: Completed 1990 1 Lakeville, MN A 40 -unit, 41,500 square foot seniors living facility. The finishes, Dakota County HRA furniture and lighting selections evoke a comfortable, practical, homey feeling with parlor benches anchoring each wing and soft pastel colors to 1 give the spaces a warm glow. Assisted Living Facility Status: Schematic design complete 1990 Winter Park, Florida This 72 -unit housing development for the frail elderly is nestled into a Tartan Development residential neighborhood off of a busy residential arterial road. A protected wetland area provides dramatic views for many of the units and community spaces. The two story building contains 4 and 8 units sharing a cluster parlor, creating a sense of small neighborhoods within the development. Rosewood Status: Schematic design complete 1990 1 Maplewood, MIN A formal exterior entry court brings guests into an 80 -unit assisted living project. The three story building is based upon an "H" shaped plan with a focus of community spaces in the center "main house ". The configuration of the building minimizes corridor lengths and creates separate wings which affords flexibility in levels of personal care and social requirements of those residents. 1 1 1 1 SENIOR FACILITIES NEW CONSTRUCTION I Heritage Manor Status: Schematic design complete 1990 Cedar Rapids, IA Campus master planning study and plan development for a 68 -unit Terry Bjornsen phase I congregate facility. I Camelot at Status: Completed 1988 Mariner's Village This 375 -unit campus consists of 50 detached villas, 250 units of multi - Orlando, FL story adult congregate living with a full service restaurant, exercise I Waterford Associates and therapy rooms, convenience store, pub, beauty/barber shop and related spaces. The third component of the project is a 75 -unit assisted living facility which provide required assistance and care to residents which are I more frail. Rosewood Estate Status: Completed 1989 Roseville, MN This 68 -unit Assisted Living Facility provides 24 hour care to the frail I Rosewood Ltd. Partnership elderly in a very residential environment. The building designed with authentic American Colonial characteristics is marketed as a new residential alternative living facility. Rosewood has been recognized, for I its outstanding features and innovative design, for the first Design of Aging Review by the AIA Committee of Architecture for Health (AIA -CAH) and the American Association of Homes for the Aging (AAHA). I St. Anthony Green Status: Completed 1989 Condonuniums 40 -units of for -sale, market rate condominiums for older people. Three Minneapolis, MN story frame structure over covered parking with community spaces and I Brighton Development Corp. services provided. Franklin Township Status: Schematic design complete 1989 Franklin Township, NJ Development of a 42 acre site into 220 Congregate units and 75 Assisted Calton Homes Living units. Wellington Pines Status: Schematic design complete 1988 I Toms River, Dover Township Planning of a 32 acre site into a Congregate Care Campus to New Jersey include 50 detached "Villa Units" 220 -unit Adult Congregate Living Calton Homes Facility 75 -unit Assisted Living and 60 bed Nursing Home. I The Fountains at Status: Completed 1988 Lake -in- the -Woods A 263 -unit senior housing project . The building is located in an Melbourne, FL undeveloped wooded area in which water features are integrated into I Lake -in- the -Woods Associates the landscaping. The design features a skylit dining room overlooking a veranda and pool, a library,' chapel, hobby rooms, exercise rooms, game rooms, community room, gazebos and on -site shops. 1 Ilightondale Status: Completed 1988 New Brighton, NIN A three story wood frame housing project with one story First American underground parking. This 72 -unit rental development for older 1 Corporation and people includes congregate full service dining, exercise rooms, jacuzzi, Twin City Christian Homes beauty/barber shop, green house, lounges and chapel. 1 1 SENIOR FACILITIES NEW CONSTRUCTION 1 Westwood Ridge Apartments Status: Completed 1988 West St. Paul, MN This 128 -unit market rate senior rental project is sited atop a Stuart Corporation and promontory in a Saint Paul suburb. The project contains a mix of 1, 2, Walker Homes and 2 bedroom plus den units as well as a full complement of congregate living spaces. ' Blount Olivet Status: Preliminaries Completed 1987 Senior Housing This housing project is a nine -story structure designed in the prairie Minneapolis, MN style. This 84 -unit rental development for older people includes a Mount Olivet Careview Home dining room, full service kitchen, activity space and coffee bar, lounge designed to offer elegance with chandeliers, grand piano, and fireplace. Lake Sgwu Status: Completed 1987 White Bear Lake, MN This is a three story, 90 -unit housing project which is sympathetic to the Lake Square Partners scale of the two story residential architecture surrounding it. The U I shaped building features a two story solarium/dining room, a community room, underground parking, craft room and a gazebo on the patio. Vl1a Park Community Status: Completed 1987 ' Condominiums Sponsored by area Lutheran churches, this 100 -unit condominium Roseville, MN development for older people includes congregate dining, exercise Housing Alliance, Inc. rooms, craft rooms, game rooms and full time security. The project is managed by Lyngblomsten Support Services of St. Paul. EIder Homestead Status: Completed 1986 I Minnetonka, :■LN 28 - unit elderly care facility in Minnetonka. The Housing Alliance, in Altcare Corporation conjunction with Altcare Development Corporation, studied alternative housing and care solutions for the older people. The facility is one of the nations first free standing Assisted Living centers that is designed to provide care to the frail (in a residential environment) as an alternative to a nursing home. Elder Homestead was published in Architecture Minnesota May /June 1987. In 1992 the Elder Homestead won a Gold Medal' for Assisted Living Housing Projects in the first annual Significant Seniors Housing Awards Program. The award was given by the National Council on Seniors Housing (NCOSH) of the National Association of Home Builders. Standish Green Status: Completed 1986 Minneapolis, MN 45 units of for -sale, market rate condominiums for older people. The Brighton Development Corp. project, located in south Minneapolis, marketed very quickly and provides a variety of community spaces and programs for its residents. Hillside Manor Status: Completed 1984 r Windom, MN 30 units of public housing for the elderly financed through HUD. The Windom HRA project is three stories and features sloped roofs, dormers, spindle porches and a community senior center. , SENIOR FACILITIES NEW CONSTRUCTION Shakopee Housing Status: Preliminaries Completed 1984 I Shakopee, MN The planning, programming and design of 40 market rate rentals for Shakopee Sponsoring Churches older people and 40 market rate rentals for adults. Project includes community space for professional management, restaurants and services ' to the residents. South Shc a Status: Completed 1983 I Excelsior, MN 67 units of elderly housing financed through the HUD 202 program. South Shore Communities, Inc. The sponsors included community churches of the greater Excelsior area and the Archdiocese of Minneapolis and St. Paul. I The Kensington Status: Completed 1983 St. Louis Park, MN Planning, programming and preliminary design for 231 market -rate Farr Development Corp. rental housing units with parking deck, community spaces and professional management for services to the older people. SauthiL'.ven Status: Completed 1982 I Edina, I•11N7 A seven story, 100 -unit elderly rental housing project financed with Eden Place, Inc. HUD 202 funds in conjunction with Edina Community Lutheran Church and the Archdiocese of Minneapolis and St. Paul. 1 Turtle Lake Ap:ntments Status: Completed 1982 Turtle Lake, ND A 12 -unit elderly home financed through Farmers Home 1 GLS Limited Partnership Administration and features an open spindle porch to the community's main street. Central Place Status: Completed 1982 I Maddock, ND A 12 -unit elderly one story building financed by Farmer's Home GLS Limited Partnership *5 Administration and designed to be compatible with the small residential community. 1 200 LevecIhi - e Status: Completed 1980 Shakopee, I■ENT Design of a six story, 66 - unit elderly housing project financed through Mr. John Bergstad Minnesota Housing Finance Agency. Senior center and community spaces were provided on first floor. Hillside Ten-ace Status: Completed 1980 I Apartments A 30 -unit, three story senior housing project that features an enclosed Lang Lake, R'L'�T atrium open to all levels. Community spaces were provided on the first Schuett Investments level. Financing was provided by MHFA. IlTillie Beneke Manor Status: Completed 1978 Glencoe, MN A three story, 41 -unit elderly housing project featuring an enclosed, Nationwide Housing Corp. full height atrium lounge open to the upper corridors. Financed through 1 MHFA. 1 1 1 SENIOR FACILITIES 111 RENOVATED Brainerd Nursing Home Status: Design complete 1991 Brainerd, MN This 80 bed nursing home for the State of Minnesota is the complete rework of building #5 of the Brainerd Regional Treatment Center. It incorporates state of the art thinking in skilled care facility planning. ' Minnesota Masonic Home Status: Master planning complete 1990 Bloomington, MN This project includes provisions for an expansion of 120 new skilled nursing beds, and up to 120 new assisted living units for varying levels of care to occupy historic buildings vacated by the skilled bed expansion. The project includes study of food service, laundry and support facility needs. Osage Hotel Status: Completed 1990 Arkansas City, KS Historic renovation of the Osage Hotel converted into 38 units of FmHA RPI Services, Inc. Section 515 Rural Rental Housing. Union F1. oe Status: Completed 1988 Black River Fal:s, \VI Renovation of 1871 historic Union School into a 21 -unit residential GLS Limited Partnership project targeted to the older population. 1 MenardPn r Status: Completed 1988 Ashland, WI Renovation of the 1905 historic Ashland High School into senior GLS Limited Partnership housing. The four story, 65,000 sq.ft. building, on the National Register of Historic Places, has been converted into 61 one and two bedroom units, handicap accessible. 4th and 4tli Status: Completed 1986 111 Devils Lake, ND 20 -unit historic renovation with retail on first floor. 20 senior housing RPI Services, Inc. units with common areas on upper two floors. ' AcademyPaiic Status: Completed 1984 Devils Lake, ND The renovation of a historic private school into 30 units of housing for I GLS Limited Partnership the elderly. Community spaces were provided on the lower levels and the character of the original school was preserved. The building is on the National Register of Historic Places. Janeshouss Status: Completed 1983 Jamestown, ND The renovation of two free standing hospital buildings into 71 units of GLS Limited Partnership housing for the elderly. The project includes a new mid -rise wing and an' open five story interconnecting atrium arcade. St. Michael's Convent Housing Status: Completed 1983 New Ulm, MN The renovation of a historic (1882) convent and construction of a St. Michael's Nonprofit compatible new wing to complete 30 units of elderly housing financed Housing Corp. through the HUD 202 program in conjunction with the Archdiocese of New Ulm. 1 i 1 SENIOR FACILITIES RENOVATED Ryan House Status: Completed 1981 1 Grand Forks, ND Renovation of an older eight story hotel into 40 units of housing for the GLS Limited Partnership elderly, financed through HUD. Lobby areas were refurbished as community spaces for the project. III The Great Northern Status: Completed 1981 Devils Lake, ND Renovation of the historic 150 room Great Northern Hotel into 38 GLS Limited Partnership apartments for senior citizens, financed through Farmers Home 1 Administration. The building is listed on the National Register of Historic Places and was published as the cover story in Journal of Housing, November, 1981. Iii -ide Manor Status: Completed 1979 Dawson,'1VLN Renovation of a former hospital into 24 apartments for senior citizens Schuett Investments and related community space. A new four story abutting wing was also constructed to accommodate programs. The project was financed through the MHFA. • 1 1 1 1 1 1 1 1 1 1 1 MAY/JUNE 1987 A .A.... - m - 1 architecture minnesota 1 1 .. • 1 . .......-_,,- . ....,. . . , .._ 5 .7;4,5 - : . ........-- ,- ia"-- ..."- .......,."- -. -:. .. ' 1;;;• .i..--- ..-- , ..; ,•-.-!, - ..-:,. : ,-..._;:;•': -,..- :, fi,,,, ••-•. 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V -,4. - ; ' ' . : f- '-' te - . -= : :" .•' ' - . - ' i- -- • ? 1 Elder Homestead brings front porch living to the elderly Minnetonka, Minnesota 1 1 1 NM IIM 1 = MI 1.11111 M ' 11111 IIIIII MI IIIIII MO 1111111 all NM MN 111111 i PAIN DESIGN MR 111 Sen The winners of NAHB's first annual Significant Seniors Housing Awards program set high standards. Ily Susan Brainerd The best seniors housing fosters independence and a sense of community in a warm, noninstitotional setting. The first annual Significant Seniors Housing Awards honor 17 such pacesetting projects, ranging from a skilledcare facility for Alzheimer's patients to a golfcourse community for active adults. Each of the winners successfully addresses marketahilit budget constraints. density. and resident activity programs. Gold and Silver Seal Awards (and one honorable mention) were given to projects in each of right categories. The jury included senior citizens. and architects and consul- tants involved in seniors housing. For more information about the awards program and this year s winners. call NAIIB•s National Council on Seniors Housing (NCOSH), which sponsored the program, at 141110.368-524Z ext. 220. The Gold Seal winners include: ■ S j , 4r kr # r a p t .�ft a +''L` r,t , � � t• � �4 wawe _ t" V f ♦ • ';s7 As ] 11Y y , e • �A t , te. .{' ( ;Ail '...1,%,, r ti •Till; �' ��tid _ . DESIGN e , x. i44t, I`t 1T ' "'1�" ?� i ,,,a C. '\ x '.ttirk` "' s "..ple't II •r. C *'"r f t r i tr. . f Y. Z saw �) )t r' s a 4. M}' r a N, , i'� M „0 ' l i f'` �`! x 1 F ' t i �,� . 7 fi/r!! L f yylI�� ,,��a• g �d' . r 4 . . t� \ s . J 4 e(( ✓ 1 ; , d ,. ( f 211 y ,• y, � ; • ,t•'h.* ' ' 4z , 44 Z• j y 3 .7',, , } 4 '. , 1 ' H F 4. .4 4F L, .:. , r r fh' Y: � � q 0 d t Snt • .1R 5 } r > r.1 ci r , . 0 , , s I � ;� d �r ' o f Y `'� � ua `t` it a1 c 7rG � i , v .+ S �, � i n rfa . , R o * , i'V$r ,fit ,1', ,o "1 r M 'E r F 1 .� + � A i , r - - -q,, , ,4t.. h � J .>s„ s +•�”, „,04",', Y • at� .1,e.'4, . Z i ?5 . v) t -. 1 „ 1 � s ', S i l t . ,.. � I , �1 7,44i pr-,..,..0,..:,7,...:,.•.,4 r ( A -} ,, Fr', �(,, a ,1,,.` I 7 + ' M r t W 1 C :'° M. ti, 1, t. t r � j l �. 1 . l' hig4j>,''Cr „ , ",.„.4,41%. t I • /T + / IJ rr .a �� ji n. : s t x `,•ys�� X -'''Z' �,i t ,;•'..0; T i it( �j I, ^ 0 . `� ,s � ' t r r te / ""`�4� � �y�j„ tt., 1y ,' 4 ). 1 5 � k . •\:::' .r ',F.,1,..7.1,,,.,.,., t. 41 ... 4-3., , 1' .I. , ^. ,�. • . I 1 +i , . i ' r .r • a. + 4 1 ......',#_ A' ;*' ;rk(� 5 } '`.� t 1 � + ; ELDER HOMESTEAD i ONKA m! � swim-- ," it• j �Wp , ' t � { ( � �II��I �I ' �I�I 0 To foster indepemknce. residents five in ' a E • 1 private units with kitchen, bath, living and .._ 1 . . 1� sleeping areas Theresa shared parlor for . :;:':: ": + every lour apartments, an arrangement ,,,,„-,.•p. a f,. l r. t ,ir ` , r •,Y * - •.01 r" - w 4S . c. r r ,{ ,'•- ` �+ K ", . , designed to encourage sociability. Alid- r�rr�s A4'4. r 'r•y..� ',• '^ +t " � , r ;r '#} b,,, �..r . 1)1., .'..4',..,..,;: ; le western design elements such as a front ' 1 t � rv�4y. s G"''c ' t,� t :' 1, " '� - ' ;t e xia "F e i t rch, dormers. and double-hung win- tr - d••• � '''''*'''4.`7 � '4% ”' ice ' k '` }y rx ` > 4 u " ` . Do g �., t}o�fr' as '�. � ?L� + , ,«. � 7 t" S S ' h � `� ! +1 C: r Y * � .�e� dowsare familiarcuesforresidents. � ` ' : - iA :t r , v jH ' 0 ' . n � ' 4 . . r > ca d �+.� rl .L.' 1,, + r y yt si ,o E�, L r �, . 0. 11: 4 , a .a ' y j A . adwsra.ad *Rtaed+nrohanhgawhu y �s 41,1!'",q lie o �av ia`•c v 1 G Y+�44 , i r k -r ,+ l w < <�Z 1hoMlntae kened. o¢Udeq swim ewww. aim ' G ' + ♦ y �r k •' 171 11 .y�1'f , : 1 V & � , 1' �% o 'P cti� u •. 1'. Elk Homestead e*rvorane, nr. ee.eteorr: �Qi. � ' �,t Is, ^ t 1L W , ' t ,I l ..Il ' Ll�, .447, navu,q*nonce. wnneaoou. Architect And Eaes3 I lie 'a , ,, \ A' i . f e e t•,•. Zi';' t +w " . • . ... • ., ' , : ti, F • .• + ' 1 " x ' I.,. 1" . 4•• • Aehdecu. hrt Mmewpnrn .. ' - 1 .. ++'� ... • • 1 1 • Hillside Manor 1 - _ �, _ T . /' ` Pr 1 yy _ - ; , 4 , -i4. - 1; -- - - .,!' - : Y' > r 1s, ,,• r . , ,.• , ' ' -,s X --- • tom ; i ;�t' "' :'; '•e_ t rr # % � - - , f' sue- _ r. ' S '4 1, - ..%., - ' - :,:- _ , s -24 _ • t 4 - • H inside Manor has the comfortable ,. ,a�' � 1 ' �� look and feel of a country - lodge. _ ' I. � ' � ' ,,-.- y And that's appropriate not only .- i i for the building's residents, but for the A _- neighborhood in which it, too, resides. 1 ,� f Using its sloping, one and one -half acre . , z ;11111- t site on the edge of downtown. the structure -..a - _ 9 it i _ --s--, - , is three stories high where it faces - `.4 downtown Windom. and only two where it 'sty - T � - ; > -�' - - = ..' ! I I1'�; ` 1 abuts a neighborhood of two -story single ! 4z �.- ,-- _,�-� h family homes. ?Minimizing the impact of ! " -t-t ✓ 4 I ` II I � ► . a new 28.000 squa foot building was ;� _�- --- r _ _ 'T - `�` ` , ' only one criteria of the design, creating ,r - :e.,:.4- - - 1 , desirable livin spaces in each of the '. - - -- — - -- !N. building's 30 units was another. .� ' " - _ • 2' Pitched roofs. gabled ends and a classic ... • • r�'- r` ' r y4 °° 1 spindled front porch that provides shaded i Y ` sti L ',r _ =� views of downtown n fit+ indom's railroad, ` -,"--i` -_ ' - ' > t I ' - o r_ -' grain elevators and shops help give y J)` Y r r Hillside Manor an aura of 19th century. r M1 - - - 1 _ � c harm. B ut within this modest structure = -_ - - : t -- % --, : ` - - - are 20th century surprises: an active = '- 1 �` "` = f s . -` = solar collector system provides all the ` - _ - = _ hot water for the building's personal and .�, j � Y community spaces. And the new 3,000 _ -; �r ": "- .. -. -A' -t -' -' . _ '" _ -7 '� • ' '`` square foot community room provides s K meeting and activity space that is a new gathering center for the town's senior citizens. ' This project represents a focus on a more residential and less institutional design. TYPe New 'ie� + Elderly Housing Location Windom. Minnesota Units 30 Completed 1964 1 1 • • I Academy Park he renovation of a - T 4 f ' '-c � ` dilapidated 19th century - .- = # " -� � school building whose ,: -, . character had once made it -" —. " -- ---� " ' - - - •••• worthy of national landmark III ' " Vim : . - - ' � - R ^ F " =``' status achieved two important ' � '- * r benefits: it provided 28 new -;, homes for senior citizens. and , - T __ it returned to Devils Lake a I - M _ r ;.�. - :_ _ _ building with the character " _ - a.. ti r .. and history that had once led ' ...: if , , 4.c • -.. s. F = ` z: 4 - to its selection on the National i , _ y « # Register of Historic Places. y _ Old photographs provided 7 s : s Y . s �.3 — " - ; 5- ' ' clues for the location of , i –7--- } - — - p_ ballisters. corner post caps - - , y -- 4.,„....k =- and roof dormers removed Y "-- " -# • • . - • ° in earlier renovations. AEA � ; ,. +:. - � . `--- Y- replaced them to restore the --1"--7- .- �� r - .� _ - - _ _ building's original appearance. 's t .�,. ,... - r.z ;,� t` _. - Preserving the historic "- -� - �„ qualities of the former school :. =f :�'�"�*► :�,�` _- and not concealing them with drop ceiling and window panels commonly found in this type _ --- .- '"'3 of adaption. Another restored ' 4 - ` ,.. t element, a handsome two -story � ��, '- portico, gives the building t =} ;- bi X a distinguished - looking r entryway Handicap access '1-r requirements are met with a new entry at the rear which provides canopied coverage t\ from the new rear entry 1 # tilliktir, r1# \ parking lotto the lobby — 1► I - . t _ s ` Residents of Academy Park : ::-.% :--. '-'-' i .11 , 41 enjoy an added benefit. turn of the century ornate I .1 i f - '` f and 14 ft. ceilings— original woodwork, oversize windows F� ' : 1 � -1--: 1 `; features which could not be 'z n. ' x � �� duplicated in moderate priced � ` L � . � housing today, along with - = � t _,- � � updated features and ` , furnishings that will serve : _ +:. � , 1 - T the building's new life for __. 3 _ = .;-.4.,. "' „ � ,.z the 20th century. = , • k= - p. -, ':"'°'-41.-,'.--.-_,:___'4 - ' t-�9 -- :'' .4:4 i Type "mss ate ; z ' ""-... � s ir i _ ! Renovated Elderly Housing 4 = - i • i _ Location _ Devils Lake North Dakota -1 Units • . - . 30 _ �+� ; Completed 1, 1954 Publication tiel Architecture \linnesota September n' le 14.4114.1.1112111 W. �- ,, October ]9R4 1 t t 1 i Jameshouse 1 ~ __, =- r __ '; 1 `42 - f . - ,�, ' j • :.77..■=7.2•;.2t.' . - --- _ 4,•_-.42,- •-,- .-,-;-- . „ -,...- ';'. . - 14. -_, -Ott, . - - . • �_— . �; x•- . _, +, -. 7 - - .• BMW .!'. : kt . ■• - ;:, DIV" -4, r .1 .f . • IN: i . i:. 4 I, , ..s.., . T... 4 • ., ._ i 1---i, ,1,1.,1 . .-.,,. - . -i! _ ..... „Jrk.._.- - :2 ..:_i. — t .- I y 1 -.. ; r3` c an,.• = •••••!-- - -=� z_ Z. x- -x � i 1 ..-2/1- :� . r:., s a ,p -.a - T he two abandoned hospital buildings _ ` _ 1 occupying an entire city block had ''� # �, 'C.1",.' „ ,� • outli\ ed their usefulness in the : ;” . � ' • • communit■ of Jamestown. but had � . , ,, � retained a symbolic importance to the �:` , , j ' .r •. • -� ( neighborhood They preceded most of the . _ !�1` _ . residential development that now �' - s - - *' • surrounds them and ��ere considered -�- ♦; Si s w part of the community s heritage y __ / = a I ....: Renovating th two independent , - _ . ' structures into a single residential complex • t ,a -4 .A: rc * " for seniors and adding a third, returned , _ ' - ,=s ...1 the historic structures to a useful life in - - ., ' the community 4-- .. e ,- - !M - -• _ . x • • r A new addition links the original four and z 4 . • ` " • five story buildings and the near fire story - wo- -. --- • adaptation with an open atrium serving as a pedestrian corridor. viewing platforms For the interiors, AEA selected a warm 1 and discussion area for residents. The color pallette of mauves, yellows and • focal point of the new traditional entrance blues for walls and floors. These, combined is a stepped keystone arch. an architectural with naturally stained woodwork and soft, element inspired by a single detail on the warm incandescent lighting, erase the , original building. and intended to give its former institutional look of the buildings new entryway importance and style. and replace it with a much more homelike atmosphere. The active day -to -day entry was developed Reno vated Elderly Housing I at the rear of the building. A new elevator Location . tow er and full handicap access are Jamestown. North Dakota included at the rear, where they provide - Units convenience but do not disturb the TO I historicalh- important front of the building. - Completed 145:3 1 14 -'-• , . ., . -' . .., r uni .Js " s ' . Arvid Elness Architects Inc. 1 Rosewood Estate 1 • .).-. - , - logr ' . .* -1► ; ., } . =g This 68 unit Assisted Living 1 . • -'` `_- ► Facility is designed "° - � 'el.": ? - '� '� specifically for the frail - s : .. �** elderly. The program is a I supp j:;:^1':,..-!,,,t..7 r- ortive environment with " - - _ r `� '� 1 both efficiency and one ~�' .' j . . ,,: bedroom apartments. The � w p 4 >,� � Y w 4,, . TF - .+ -. r r , . units are linked by a street 1 Y _ t , r sr. e. _ 5 X { .: ` of activi spaces and ,- .. , � ; ,_ : _ .- • ;,,/ - r, lounges of a very residential _ _ ` .,,,-..t.,....-,, r � A� i character. The dining room T ~ . — . t I �� Kr 4 .. + features all day open menu - .�� , ,� { �� 3 �� � ��_� dining. Care services are a ,� - i ...< l r la carte" on an as needed 7,4 P. C L n , I,. b as i s. t 1 1!,IIiiIIIIIIIIIIIIII__ 11 j 1 :�_ . `�`� . F� _ f . rir: r rt e x r pa 42 t4 z_ s K 4 y.f.4 2 f �:i I : Fa . j i' « t J, `� a c7e • - . - I 9 +y .elf -. -.� of r `.- a::; -,• +- ' : 4, . m 1ta` — - _ - 2 ` - 4", . € .. ? s . .. ' ere?_,-, ` .`..e`K-� „ ,s7al�4' 1 . .tar Y y ". • j ,--�� • ;. !; '... 3.12• �. <F -- r , „ - ._ .,. { .a t Z: • r��� � ie f 1 •" y —'_ ... .yYr.�S y � •3t'v "' � tl �- �, �1 • ,c - , -�S .a� f I a� .,...1 :...„...1„,..„.„_;._4 :14.-1, _ , .,.. 4 1111 it I, ---,tfpiii/L..„..4 '1.111-,..,,iit,..--,4•,:-: ark _ " �. .. : : t . , ' ,$.. .`+t. r x e * - = � ,Y. �csy" it , � ►erg. '� , r `L r `Y : 4t _ ,¢ ,• , 7 , - . s%� ` { " ye a " " S • 7_' -.... t -z� t� e C Sni'.ie �. > .`+'4;� Y �S. � i - `!(' 1 g r••=i'"--r 1 -'. . •I - • . ' • a a s , 'us 1-111111111 2 "111 .. lil 1 '' difiiix ....i.-: )TfllLIIIrIIrTIT1 • • J _. Arvid Elness Architects Inc. 111 Westwood Ridge 1 . ---eirtv', . . ' s _ „..— ;.. • ., - -• ,s-. - -4-. This 128 unit congregate - t --.$ - ." - ' .,,„. , • '''Uf Ia.+ ' ' z• N _.1:--tar--aA-t:i? facility for independent -:,,..,.„-- .„,-. e• ., 4 , - -. ' ''4 - :' -; I i T ..4.,t-'111 ...r. f; 4 ; .;t1gt ' t drY:a„ l'a 1. 1 , 4 - $ 'C IA. i' -■ , , 4 ',, Va„: seniors is built on a hillside ... _ , t-w-c---- , P•s.4- - ...f,-. .- , .J.k.s...-.-....-.54, .. 1 7. ..7,111/,-fr, overlooking West St. Paul. • . : .. • , = 1) -$ A , -s . ......- ' ' co:N. . 0 ..„,;.' -, v , - r • • -,,,,pf . 7 . 4, 4.- Y '''.. • ___-='--- — -- -= __ • IF* 1 - e. -Y7:•,.-- _,,,,,, -.5; ------- =---`----- -- .— 7 I -...• =t .0/N -.41 The project consists of one I and two bedroom - apartments with a full range s---., .1....7:.,„."-,.. ,_- ,,,i "' — - . .--,,-.4.4.._.-....10„-.: ,_'.'41,,,..,,, :fr 1 ir. -.01,3t...,..1.--- - Me II. '1 - -t• , '''' * 10. 42 provided in addition to a fa of services. Full dining is • _ ' •1 : 4 - - gpmr i' 6 -- a , gi • 1 -- ,t 1 riwkss. I .. - ----A. • range of activity for the ' • w•.0 (- 4+•-- , ;*.f 1 n o.r , I - — S10 ap. 1 i i 1 irsm ear u. — .":-••• .0 - -x-.--I . supportive program. -je Underground parking is -eve f..1- , -, -••• •:"•3•*- ti ,,X" - ' 4 ` ---"." - • 4 -4- IV 7 , l i l , 41 Alt-t.liAl• f-t-- - • 4 v... t. ,z. ' = 'A i provided for the residents as i ) 1,, * ■ . O i .t • ,':',* ''4 .1 ' , i r ie 1 : 4 .-, . •' ' - / lk iff I S L - - N well as surface parking for .. ‘. -- :- ir -- e•-•-- ,. -..- 4.. - )Ra. . ; ,__ , ...e z .. . f 1 1. ., ,...., ,.....e.k.e. ............ ,,.... , ..,,,....„. , ..., 1 , , 4 guests and staff 1 .: ... ,,,,._1,, - ,-,4 4 t-- .... „ ,... . , , _.- ,,...,..- ......„ .--; - 1 LL ,,- ...„.......r. . • i - . ', .1••• A ' -, .‘-' e 'III I lit ,. . „,.... _v ... A .• . _ _ 1 , - ,.-1,- _ ....... '1.p t . :,..• -. i- u - li t i c - --.1. . ..: 7_ ... , ... 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' -: . r ' 1 11-- rtrt rn Arvid Elness Architects Inc. 1 1 Villa Park Sponsored by area Lutheran churches, �• "'"+` " �' `" . ig.'.- :lilk 1 I this 100 unit condominium development for older people, located in Roseville, Minnesota, includes , 1 congregate dining, exercise rooms, - ► '' ,00' o craft rooms, game rooms and full -time s ill ecurity. The project is managed by /�iK I Lyngblomsten Support Services of St.�����. , Paul, Minnesota. Y �,� .,- 1 ,. j ; s !r i � -, ' �G f' � / ` fi !�' +!►�4 4., ; 4' " , , 11111\ i l , <,;', A, ' .1 ' . likv. : ..- - - , 4 ...( ...*. r '2.W41411' ' - ' Y S z - , s - a ti a tom ?_ rs s - _: - i .x- �. ,,, 1 "' ./ - 7f,. - . 1 ' • 1 4 t- 3 �' -,y _ - _ -.n fi ` r a,.� .L r�r's"t - . ; z>r ,;,,,"o t •w'x+r m --Y �'C .�'.�' _ .F K :' s F , xe a 'kj�s' s'.L! -c+ 1 r 'L�.ii- < • ' '10 N .. " C € ...3%.;...," x ' . , $ ,,; $ c - , ., .,..„,...„-fr,,,,,, j , `5 ..±�� 4 .r., ,....., s__.,._ ge _ 44. < • ir : M i '� nd-• S.•'�""i `Y - i � 1011 4„.3 -. - ' z— � ` -, . f - '' \--,..,.,•-_- .1,4, - - j , s-: --- . ;-•---x ` �t s4 • 1 :s , � �s` ` _ -2"' , •t t';a.'4 .'* -1. '`' s�, - c� 7 , fi t 's '2 a: s �Y3i � ssf x ': 't3!c gt. � y � l y l". � .1. "`".•.4-.4 . . - - 4 " . - . .A 4- ' - '' . j '' - _ ... •- '""i ,-, ' ? •c r...' r KK ■111 rill Tii Agee. 1 11 411 an mg Arvid Elness Architects Inc. The Fountains 1 at Lake-in-the-Woods 1 The Fountains is a 263 unit . ' • - - - , -.,- „--->,-...: ,.., , \--.4 ...c.'-..,, . , _._ ,. . s „. housing project in east central ,-..:,:,,, .1, • "' .:-;• 4, • 4 7, I f •-• . . -4 s Florida. Designed to harmonize _. 41.? . with traditional - " , - - ' - e..-` , ' -.... .-- - - '10' • • i - t„ , , , k., . . , - , ..,•,4 . . e...... i....p.: . ional Florida - .....,.i_- .e.--' . , .,.;._ ' 4.. %------ ---A - ...-Ag. N ' architecture, the project is located , i'Vlk ---a .;:-.- ,.A -.'",,,, ,- -....4.,,.. , . -s--,. , , , - -.s .- - 1 in an undeveloped wooded area i _ , . - ia r ' 4r - 1 ( * ' r ..''sr. :: . . ' -.7 Community spaces within the . -.. _ .. amidst significant water features. 7._ ^ ' ,e.,11. . , ... - . project include a vaulted dining .-I - • . 0- ' . . 'I.. .„. ., .. Pi- "-_ -,...,. .. s. - ; - ....... .t ai '; - 1i 1 - 9 1"ser, room overlooking a veranda and a ritt - 7 ••". swimming pool, a library', chapel, I - -N -.-1 T — ... - . hobby rooms, a large community 7 t . . i jA ; room and on-site shops. • -,- f 1 I 1 . uz, ; '',. Oa • 4 41O • v 1 . • ... I p l,, 1 / VI' s 1 '•" 1 War: , ..,••,,,,-,.... 1 9 , 1 j1, % : ,....1. ).”It. ..„--...i.....„4,41 i f‘.... 4„ . ._. ...„die.1... _..-_,..2............ - ::: " . ? ; :fSe:: : 441, • -0, - .. .. s. .._ , .. '... , :41. , ,..... t" • 4; f 42". 1. 1'-4. 46/ I! - r- A .1 '-1 1 . ---- '`.-.■I - Ps ? .7;'i 1 3c 1 /k,:?"- i ., V.. 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Lle .1 .-- Ji Anaat 's _ _, , ...olgual111111 ail 'it ' I - • i _16-E. 41- 4 '-'• - A 3 • ' .. 1 . 111LII -1/ '.,-q'l .,„21..... • ... ' 4- '4.111■11PC111 11 ICE 3 a - : Oil II • ....wwwwwas YR= 410.. ' 1 ^. " :- 11111•WAVASOit IIMIIIIMIS 01.1.311■1,1111111 , ,. . ( , , , ,I. . 1 AMU ; 14 . ---,_, • 1 1 .-7 1 ..., ..4, • ,...4,..;tt.i ,..-- ^ ..!,1" 1. : . . 1 , .,... 2 , L., •,',.. , • _V -1 A;1, 1 :• t? .-j...1. - - 14 t mliNoijspoul . r11•771R • ' 15" - , 1;;•C:?...a...„ .,—. - t.„ ... .e-d• • =:";1--- • • r _..X. .L. ' , ' • 4 ., W .1 3 S 4 ' ° %. 4.0,4:.,4, , , x. , . - .. -: P" 3.- 1- -*- 4 ..• ...',..).'?:;'.?..'"1::'.14-4".i.e. t''-'0,."...;-.4:';;47:-.1.1,-.-27-;%.14;:f'4;p4:;it ..1. ''.... ' ..:r.. ' ''''' ....• " • ' 1 F ......, •-,,5 ....:: :..,st , 4- . -{", l+s ,- ;At., -4 W, -- 40.,Z* '''• i.- .1 r_,e1"' ..4•/-7.•,': 'S''‘ A .. '7,4 . 4.+ s . V °*" • ' ' t '-' -, fg' ' 7.. "•• , ` - ' 7 V'•• . a. 1. -: -4 -4. I" a - - r - --- 7 . 7 . '''.- g ''' 4 1.- - .,, c , 1.-' ' - • • a _ .... . _ .. . is 1 t it acl y.• � •C 11 1 1 ;�I �'r/Ti i � �� ijIV 1•,,11 1164 , 1 A lt,U ,. • ' 1 Arvid Elness Architects Inc. I Oak Woods of Eagan I Oak Woods of Eagan Eagan, MN Dakota County HRA 1 Set on a hillside, this 65 unit congregate living building evokes an image of a "hillside village ". The I stucco building with large roof overhangs has a veranda extending across the south overlooking a pond. I The building features a community room with enclosed "porch" as the focus for the one and two bedroom independent living units. 1 V 1/2 * fiP * , i • - /71 X r # ... 4, l --"'• c . r "if/ t orer7;1 li ;1 '' , p-i- .... Po.A° :II ? it 4 ....0 _,.71;:,,,,I 1 7 ,,,, giii _ a z . .. ' Vb*.:.•!-A4- ..„....,....- - ::. .4::- -1 4 - ,;:-' , - , :- - ..dr 7 1 r r • ' •• - ire rote; I • • 4 ........40, le KI IT" { �, ` -.rte - *-. ..! + ' 1 -4,1l ' �t La.,:lii . - -- I 6 ti • 1 ,; 1 -t1 �° 'N ' 1 ti-..-4 Iftlt -.. 1 -i f t ±' '�, �; � diZe . r ' . 'tn. '. 1 % a1 . r' •. •, e • h , i � . - = • �. .y i �.!_ t } - A�u.�slv.. 1�.�, e ., r - + ' . - — I ' `— ' � ' - ��. •- _ - +mss.. - ' -•- -#' '3 - ,...i.,.:',!`LT) `.. i , , V n . • r: _ - . . • ly ter \t • ".mo ._ f + il ,� - '^ ' • 't ' . Y�i � �GIIO • �Q '••1f, _ 11 _3_ Mme -- +1 I • r • 1 1 1 1 1 is Tl_ . Wit, : i A � 1;1 t n.1 .1, '�S „1 ;#110'11111' !in 11 _ •Orkiaiii • Arvid Elness Architects Inc. 1 Haskell Court 1 Haskell Court West St. Paul, MN Dakota County HRA This 42 unit congregate living building I is set in an older residential area of the city. The building is designed with 2 and 3 story wings and an extended front porch to help maintain the character of the existing neighborhood. The project offers one and two bedroom independent living units with a large community / dining room, library, and entry lounge as the focal point for the residents. -1•_/• 1 o f r i , - _ � �; ^ i.aZ . • II • ` =`�` r t !' +" ..i 1 1 .. • ...,.. 4_ „... ,...._, .... , l � r4' r. \ - " •, .y •" . x < ",t �' ,,, A • G ',,.st `• ' .�' _._ ham. --- /A: :\ - / ` , ,j. t -4.-; .. y . +: 1. i - -- _ , "q 4• - _ ; : 1 5.17 ' '4•'.• ' ; ', -- ?:. �l • 'K,t.v 't:; .. ;,t •i- IT i i , ; • " - tea + ., , t�$... :■ . -.1 t: ii . . '........ } jJ /` _ • • .. ... .•.. 11_ - ` �►� �� rye � � i ld � l�'.� , " i .....,• 3'',.. 1 ''''', ,. it ' .- , i - l ;•.t :::".—_-:-...-:. .;- ... 1 .._----' ._ ..- - :: / , . 74 ''' . i( • v ,,,,,," I • • ./e.';''''' " 1 Ir r • 1 1 1 1 1 — . - 1 ,liit ` 1" t es." s Ilan iiil illijkiTffi .- i Arvid Elness Architects Inc. I Eagle Ridge Place Eagle Ridge Place I Burnsville, MN Dakota County HRA I This congregate living development consists of 40 one and two bedroom independent living units, with future expansion for 20 more units. The 1 building is centered around a 2 -story community / dining room with a large covered porch overlooking the 4 acre 1 hillside site. 1 -4, c \1 . i f r �A / .,0 rolcv . • 4411014 i • ' . . . A 1 . -, . ,: , �, f _ K✓ • i� i irk £ -, � d � i �' �� , • es% .24 -if ... I . --- , .....-...a. r it �w T a ., . ..,,e 1F 1 1 ....--,,,--,„ .,,e„ ii , . ..i: aut fi .4 I r.4..114 :t4"! lik ;,... -- ,,.. . ' ., • ,, x_ +, =:.'''. ` ,af. 11 . � 2 l G. . k S'92� . � i :. 1 . a - � L .S t. - . 3i+1 .:�± y ,- 'i y,C =►':.+ - nil. .• . • • - , ii_ ay` - •∎ ' ..•, x 1„l� ' 1 • 1 1 1 , u ; t +iilrir umat1 uyt; t . nt m ItTinttl7 ' -t` ,Illtr IT111TrnTI ` t , Arvid Elness Architects Inc 1 Walker Elder Suites 1 Walker Elder Suites Edina, MN 1 Walker Companies, Inc. Craig C. Avery Co. A three -story 72 unit Assisted Living 1 Facility designed to provide care to the • frail elderly in a residential environment. The design features the cluster parlor concept of assembling 5 independent units as one apartment. The architecture recalls the styling of an all brick English country home complete with car court, entry parlors, and cottage charm characteristic of that period. 1 j ,tom • Li. ge t "°7I " ' 3'r . �» or- . ' r_ /�`- i '.� . -7—S •,�- _,- ^; Vi i ; , _ - . s ; 1 � " • �, � � r � , +�, "`...tom � f E„- G. ." � �� �° ''• �•,� 414."4.0, :.� .z. I sue. ,x : ��it ]�L •r_` .k'.::R ;ae 1 .- y-�- ,, -Y "� �` '' ., ii /j 6' 4_ ??✓ ' t n N ^' o . ^1: _ 7^ s -• -- - J�., 1 . J t - ..tiq. ` ,' ' - - `TS.j f y _ . ... >`{ � N . > '" £. ar,. '�'!% ^ Y _ . tf ��.s ' •.. .1 - -.i%, -.. r � y� I 7 '.r �`. � l —,..-7, ;ie. R - - S � ':.A••►riii.ti.g 1 • 1 1 1 1 1 1111 T - ■[j ) -, - s•• . I ill TUTITIrtrr� _ '.. • r - Arvid Elness Architects Inc 1 Minnesota Masonic Home 1 MN Masonic Home Town Center 1 Bloomington, MN Town Center will be the focal point of 1 activity for the MN Masonic Home campus. The new center provides both interior and exterior community space - and is designed as an extension of the I historic administration building. A large, open promenade will be surrounded by a general store, cafe, I museum, post office, library, and lounge. The terrace provides a protected outdoor sitting and activity space for summer months. 1 .„,1,.._,,i_.k_ ..;___;_:„.72.:,,' ::11:. :_ -...,7-..,....,.....„, _,17-7,:isi,ii.i'''.1; -r >' I 1 ' ' / ..:' A. I 1 --- .,,, ____ __,,, . ___ _ . „ . v . , 1 ! i jt_ r , , • • _ „•• , . ,_ ,_ s _ . I pf „ ., , i 1 ) 1 11 6 VI 1 11 ' 4 kir— - --- 1104 1111: 1 l! '�V I ih r pH r.- .1 mil ' � 44 1 r te. 1. K ' .'� i :. ., . ' Ill 1 � pi orwr l i 4. 1 * = - > 7 i I " . .. We::: •4 A•'1 4 ,. d4'1 ,' 1 ;i 011 rl 4 i "L 1 1 , I r t ♦ ,. I A s- T'.. .zh \4 • : It I r s r r' ` , I # J r . . � , '' I ,' .,Y. .,� c A r - . t. . P r ! yr . '� , ' 1 t' •1' 'y ' L� • l c - _ _ y�, k . . ! � � \` , 4� rr !` t Y 1 ' 1 bs 1 I r i t . AY : :: e ., Y , i 1 } 21 tier • h . 2;* r ` , ^7� e• I A "•''`Jr #, . : '') •P 'f . r• i e y♦ ¢ i ki t; : j : � S i- 'L: r`` a ' . .. i l . .f5; -. ' 4 ✓ji_ . 0.z: / � . `'i` T ♦f � v a, ■ MINNESOTA MASONIC HOME 1 1 1 1 tlusziu -^ • •• 11 �1_j�ltfll. Of 11 11111!l�I • Arvid Elness Architects Inc. Gideon Pond Garden 1 Gideon Pond Garden Bloomington, MN Presbyterian Homes This addition to an existing seniors 1 co- operative will provide 85 units of assisted living housing. The new wing will provide full dining facilities as well as an array of community rooms and "gathering" parlors. In addition a new 100 seat chapel and administrative wing are also being designed. These new facilities will complete the private, landscaped central court for the Gideon Pond campus. 4 a 41 s tt,77 . 7 I 1 1 339 '1 a� ,L" '� • ft. '� ri!Ef !* �' 3323 p �' " s �.. �� ... ' 333! ' � x,�� "� ;5 ',P`;. --i 1 1 1 1 1 MIN N s MN — MN i NM — Mt M M— Mil u. EMI 1111111111 1E11 rr Imp Sun Pub - - - June .. - smanzrunsai •Ri Wilts PlcWre i 1 A ,. tj.y A : 1, . ;1 , . Ad s m- Re ntable ,,,, 6-71 y. � ; A . , , R,: (fit .. r .,''". ., , 4 ar n ' �+� i Mitt M W Plaza. a retirement commo- live and existing sadon co-open- provide 8 of Rest Estate A • ∎, r ... ∎ %� 1 ` , , ' � ' r 7` F i y ' • s i ' R �'. ' pity in Edinborough Park that assisted living housing. " Hon" im 1001116101 opened five years ago. "Edina Park Plaza is very unique," stated "A11 units," Elness added. "win ' 'R•i'w r.,, <,:'. •N;•• ,.; 'A GUIDE TO if CAVE 6 RENTAL. PROPERTY . e : -r: 1, - Marketing Coordinator Sandy have full handicapped-accessible Weber. "For example, we allow bathrooms. all will have kitch- O tions for Senior Housing Continue To Grow pets at Edina Park Plaza, which is enetmx" The new wing will 'wo- ven unusual. We have 202 units vide full dining facilities, as well of independent living and assist- as an array of community moms A s the demand fora variety of and benefits of a traditional single- facility Is scheduled to begin in the r ....•-07 ed living. Living here is • and parlors. housing for seniors increases. family home. Exterior upkeep, fall of 1992. Assisted living is 1 lifestylesnJust because someone so does the supply. From sorority services. lawn care, and alternative for older adults who ages doesn't mean they need give In addition, • 100 seat chapel onv facilities that are built for indepen- snow removal are provided. need help with daily living. r :,.', , s ... °pdngatY and P^de" and administrative wing are ... r .. •"" being designed. These new taciti- dent living to those designed for Individual units offer a living Assisted living at Minnesota �,., `_ t.- Edina Park Mm offers restau- lies will complete the private, the frail elderly, the choices are room, dining area, master bed- Masonic Home includes home -like (; "� 1 "Y; w not only increasing but becoming room. guest room or den, two rooms and suito with three meals (( i "'�� s' y �' . - ' '~�� } '.. "° D to ! ss+ • �'.' health cart, and tent dining, e. and an abundance Pond eeping, access landscaped central court for the yl�g�•coonn- �G ,,, .1 M l •$ }� - GideonIbcampus. (� � mare appealing as well bade. laundry and pasts. each day . activit • ry naffed personal care, and around- ( N i fi' :� �' n social athletics. And, all of For example. Minnesota Board and lodging 1 s an option the -clock nonmedical supervision. �� ' x +,_.. es • � - c o? aYl }�: � mli /RI 1. this is available without residents "T distribution ond n ss of space at s t .4 , r .. having to battle incktnem weath- Gideon Pond." Eln" ess said. "is Masonic Home is West that Is also now available, and rt r �: ,- ' ". '" Cr, about fifty percent in common Bloomington will offer the fall offers home -like moms with three Walker Endo Swam located at 7400 rota Are. So. in Edina is sehdakd w areas. This design g gamut of senior living options meals each day. This program pro- - open lee this summer. g encourages • when completed. Rest the Sbundt rinks •safe, secure environment u As part of Ediehonsugh Park. residents to interface with neigh - «.the environment gams, heated garages, an total "Walker Elder Suites was the center has access m a variety hors and visitors. In tom, they to ., 1 security at reasonable rental rates. designed specifically for the frail of amenities. such as an indoor depends nal- ekterl Elness ex ained. For the kbure center that contains row- become less rat" is not institutional- A ` "`:" f :..� bed but is like home The addition of a Town Center. past several years, Elness bas tains, waterfalls. m amphitheater. The assisted living concept, p ( i I, 1 ( ' " r for seniors pool, and sports areas. Elness continued, her grown b ' • " : III' NM w phase which is , will p currently in the design designed housing f rovide interior and Apartments contain 24 -hour where the concept covers a `' - � exterior community space, and Is A three -story, 72 -unit ambled 1 + * � • ` The nursing Dane al Min nesota emergency response systems. broader spectrum of o senior I i ,f . �► 8 designed as an extension of the living facility, Walker Elder Suites ow and two halm," apartments population. The environment in I , �A , A N /K i t Masonic dome provides dignified historic adminisuation building. A was designed to provide care i are in a Medicare- and Medicaid offer a selection of amenities: our new facilities," he stressed large, open promenade will be star- the frail elderly in a residential r cer tif ied facilit Twcnt four hoar mold and linen service, trans- "is not institutionalized, but b 1 �,: i, i3 ill, a Y• rounded by s general state:, cafe, environment. * Al, a s i . - w n and therapy rams re ponatlon. spa and 24 -hour scot- like borne. Residents enjoy colt i - t n8 MrY tcoE museum, pent orthce, library, and available. Expansion of doe nuts- rity are offered at a low fa. and tune, open stairways carpet � lounge. A terrace will provide a "fire units at Wa are small, - 4r4 4. Mg home is scheduled to begin 8 P and the staff doesn't wear uni- �� ,,. :- �� + r this fall neatened and spiv- but clustered," Elness explained.. Apartments at Edina Park forms. These are the kinds of .. ". ity space during warm weather. with parlors that are canmoat 10 Plaza contain their own kitchens things that make today's retire- Aiere rrMwetkbwaeaaefMe Tom Cower atMinneseaMesa* four or five units." This cluster- A How la ubeadrwera, wWell wfukMrfaadpfare /teen ity. A congregate living concept b in Edina. Walker Elder Suites at parlor concept assembles five so �i tan cook then own went tbmmuniGes like home" • also in the works, which is tents- 7400 York Ave. So. is scheduled independent units as one apart- meals. T Th ney y cst choose b rat at independent cleater bones were that Is enriched hed with an activity Lively scheduled for 1995. for occupancy late this summer. me. , , - r , ._ . -, t ,, the private restaurant, which is That seams b be the key eme ooasuncted for active. Independent program. Congregrc living bents "der"' according to Arvid Elness of open seven days a wok, aliens in SO many of the retirement tlmN seniors. All living space is saute- dent apeminent living with anent Arvid Elness Architects, Inc. in Architecture at Walker Elder centers that are popping op in niently locoed on a single level Construction of Minnesota tics such as on -site dining. anivi- Mhmeapolis, architect of the pro- Sidles is reminbeent of the styling Another senior housing project communities everywhere — and offers residents the privacy Masonic Home's assisted living ties and physical wellness pro- jecI. of a hick English country home, that will soon be underway is "homelike" ammsphere and com- complete with car court. envy Gideon Pond in Bloomington. fort. If you've never visited one. parlors, and the cottage charm "Construction is scheduled to you may be very surprised at that is charaacristic of the pert- begin this fall," Elness said about what you find. od. the pn4ccl, which is in addition s yrl! Y iai ` = H iiih1 IT 1.. • ill i T•Tttfl flfn _i � a Arvid Elness Architects c Assisted Living Facilit1 Winter Park, Florida 1 This 72 unit housing development for le frail elderly is nestled into a I . jsidential neighborhood off of a busy residential arterial road. A protected etland area provides dramatic views I ...r many of the units and community spaces. The two story building )ntains 4 and 8 units sharing a __uster parlor, creating a sense of small neighborhoods within the avelopment. The Florida "cracker" I _ ,yle, using large overhangs, stucco • walls, and standing beam metal roof. 1 I -- ?7 . ,. _, • . ,, /----7 ,‘"..., " Atai-,. 4,c// taw 6 � 1 ,gvet •i - ..-e 1 mr.._,........„. ,_:‘,,,,A.:i, r ...; 4- / '" . \ii■ : I I II. 1 ' , . , .■ '.: ; .12%.r1,,,, - / '. 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N- - -� 14:7= .T -'';.i ! .:r.•.+.V •••.: • w1h•.�t y,��C +w►iK iia►: • '- `s"�r_'T 7.7_!..... _,/7r' _I I - ,r j:. a. � S. � w..��% �':7'4 '..,_..1....4 _ t t•Wli i .: ticl.� }..{L 7 y _ :.� -CI T' 7F .. . .v�iiln �.:•...r�tii lr 1 1 1 I ,I 401 f 1illn tttrl7i " ~ ,1 . . 1111 tint t t Arvid Elness Architects Inc. 1 Rosewood Maplewood, MN A formal exterior entry court brings guests into an 80 unit assisted living project. The three story building is based upon an "H" shaped plan with a I focus of community spaces in the center "main house ". The configuration of the building I minimizes corridor lengths and creates separate wings which affords flexibility in levels of personal care and social requirements of those 1 residents. The Georgian style of architecture I provides a stately manor home appearance further enforced by its symmetry. 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'71:: _�,� a > :� :. f:' ._. n 200 - -`'_ 4...',i. , :: ; ; 51,...v- SiOFL'si Avernus North - , •R . _.,. _, a .• - . - r p_, , ,-• '-' _- ' ]�1ISI1C8p 7Ili1@BDtd 55403 • ';. � - - f '+ " hone812.3385508 ` _ - - r L �� , a8= 4> ., a <.taf3. -,, -'•' :s f - - - - i -:.44.4.-"4.- ,,z- ` + :—' ' -' X '��':7MFii1� "-•:. �� a 1u1 /iliu 1 1111 uiui /iiii tuu Atilt Arvid Elness Architects Inc July 2,1992 Mr. Paul Krauss, AICP Director of Planning City of Chanhassen 690 Coulter Drive P. O. Box 147 Chanhassen, Minnesota 55317 RE: Chanhassen Senior Housing Dear Paul: Thank you for the RFP on your upcoming Senior Housing Study. We have been asked to join two research housing groups that intend to respond to your request. Our contribution would be in the Phase II portion only. If the City should choose to contract with us directly, we would be very happy to discuss this arrangement. We have recently completed similar senior facilities in Lakeville, Burnsville, Eagan, and West St. Paul in association with the Dakota County H.R.A. Planning work was also recently completed in Minnetonka, Plymouth, and White Bear t Lake where we were to identify appropriate sites and generate a schematic design to validate the suitability of the site for this purpose. This information and drawings were then used to present the concept to the cities and communities. In the case of Plymouth, a display and brochure was prepared to educate the public on the building type of option available. In Minnetonka, we presented site Plans in order to establish the most suitable sites for consideration. And, in White Bear Lake, it was to schematically design affordable housing on sites selected by cities. The fee associated with the Minnetonka study was $13,000.00 and Plymouth was $12,000.00, White Bear Lake was done in the $5,000.00 range. Our cost is directly related to the hourly time budgeted based on extent of work requested. We estimate that the work related identifying an appropriate site and generating a schematic design to validate its use can be achieved a not to exceed (NTE) of $10,000.00. Our experience, however, has been that a minimum of $5,000.00 should be budgeted in order to have a selected site studied and presented. This would include meetings with the staff and presentation to the community in a public hearing. If a colored presentation is necessary, and in addition, presentations are necessary to encourage community support, we would be happy to continue our service on an hourly bases for a NTE of an additional $5,000.00. 1 400 Thresher Square Building I 708 Third Street South Minneapolis, Minnesota 55415 Telephone 612- 339 -5508 Facsimile 612- 339 -5382 Special Edition Q- -' ; - / . - , ,�-�� Continuum of Care and Housing for the Older Population - Wi lliiti . �+=1l i $t 'mutinies - "at 111111111111111 • .0 1 Arvid Elness Architects Inc Review I Layered Financing Facilitates Development organizations facilitate hour n ' g Private financing for real estate develop- At present, Arvid Elness Architects has projects in their communities. ment virtually collapsed during the recent eight housing and senior projects under We refer them to developers who recession. Now, there are indications that construction, which is high for our normal are willing to either enter into a the housing market, in particular housing activity. These are not the 500 -unit participation agreement or for seniors, is rebounding. complexes, such as the Gates at Carlson assist them for a fee. As Center in Minnetonka, MN, or Devonshire architects, we are involved in the Many projects had to be shelved in the last Gates in Bloomington, MN, which we early processes of planning and two years due to the inability of developers designed for Trammell Crow Residential in site selection but, in the present to raise sufficient funds. Today, new ap- the 1980s. These projects are solid, market, we generally don t proaches to financing have emerged with affordable 60 -unit complexes in which the proceed further until the project success. The continuing adjustment in real city, county, state agencies, and in some is clearly financeable. estate values has demonstrated what the cases non -profit organizations, play a role in One of the benefits of today's market is ready to support, and what type of layering the financing. market is that construction costs creative financing is necessary to make are at an all - time low. Senior more projects happen. Many municipalities and non - profit facilities, which are characteris- - residential, low -rise '- i 'v '.' <',t. ',. structures with underground * r , ;. : v t , - - i s _ , parking, can be built for less than ->-, .,, :- _ � --Wt-'7 '. '# : - 1. 0 -* in the mid -80s. The combination .�. -:..-..71:--,- ' - f }O' 0 - a•- , . ,a 14 of low construction costs, low • _ _ + f, • ,, , ;, , , * interest rates, pent -up demand :� E `' +� _ ' ? .4. and the willingness of munici- i L --:- .. t � w ,tie- polities, counties and non - profits , r ` t ' ,; `.. - : Y • to participate in layered equity • 4 <; ' - A . ,i,• , A s n i `- s �. financing has opened the door to • - *'''..`,1644V - '_i �' i ` - ` n ; , '--;;;.4. a future growth trend. - _� - -- --- - "�� i.- . Outstate communities especially L - .,el. .. 3 .. - . . '" ► � t � need help raising funds. With (continued page 4) I Haskell Court, West St Paul, MN; 42 -unit congregate living facility April 1st, we moved = our office to: 1 400 Thresher Square Building, 708 Third Street South, Minneapolis, MN 55415. ; t Telephone (612)339 -5508) and facsimile ! f I . numbers (612/339 -5382) remain un- U two ` + ` _ . changed. 1 ' _ Thresher Square is a familiar building to � '- • ,- '' "`` = � Arvid Elness Architects. In 1982 we 6A, k _ 11 r • fi r . ' ' � '' - , worked with BRW Architects on Thresher's. - - �" 9 t; + -�_; _ ' conceptual design and subsequently 73�f'T Y = _ . P - - _ — .v < - became the associate architects for historic t' r � : . - _ - _ - -- _ - _ = _ _ preservation on the project. 1 fi Elness Architects is proud to have assisted in its renovation and to now call it "home." Thresher Square, 1982 conceptual rendering 1 e2 0 Two Awards Won for Design Excellence Arvid Elness Architects recently won ,. _. _. r . 1., -,r_, 3-... , awards for two of its senior housing projects: the Elder Homestead in Minnetonka, MN, ■ _ 'ti - ' .- WIZ and Rosewood Estate in Roseville, MN. i - - - • I The Elder Homestead won a Gold Award for Assisted Living Housing Projects in the first - 7 f It '_ `� M r k • annual Significant Seniors Housing Awards _ - - .- "L . �-= ',' -'�` -- 1 � - Program. The award was given by the Il t National Council on Seniors Housin ^ i _ _' �.• 1 r T,.� _ (NCOSH) of the National A ssoc i a ti on o f �I; ,,, I �, :.; li � ;; � , ; �� i I i I� I� 1 �: r ' i ! s r "' --� - Home Builders. isgsaials_— — 1! I 1; P 1 T � II( �l Rosewood Estate has been recognized for the - r . `'; ��n fi rst Design of Aging Review by the AIA Elder Homestead (above) e i MI ',E! Committee of Architecture for Health (AIA- Rosewood Estate (right) . u I CAH) and the American Association of _: Homes for the Aging (AAHA). Rosewood, a , .�. - —�. -- residential alternative living facility, also =-_ -- ` received a special citation recognizing its outstanding features and innovative design. Profiles Arvid Elness, FAIA, President James Satz! Arvid Elness founded Arvid Elness Archi- 11 S 1 2, ,!: Contract Administrator I tects, Inc. in 1975. He has distinguished As a member of the firm's himself as a leader in areas of urban design, management team, Jim Salz] senior living and historic preservation. ir _,� v participates in the company's policy and operations decisions. I In 1991, Elness was named a Fellow of the Additionally, in the role of American Institute of Architecture (FAIR). t`� �� j contract administrator, Salzl r _ Elevation to the association's prestigious directs work related to the I College of Fellows is the highest honor the technical review and admini AIA can bestow on any member with the `' stration of multiple projects in exception of the Gold Medal, Fellowship is (Left to rlght)Veleft, SOlzl, Elness the construction phase. He has conferred only on a few, selected individuals been associated with the firm I who have made significant contributions to since 1986, and has 11 years the profession. Elness also was elected Kirk Velett, AIA, Vice President experience with architectural president of AIA Minnesota in 1992, after As vice president, KirkVelettparticipatesin and construction firms. serving as its treasurer and president -elect Arvid Elness Architects' management and for the past three years. policy decisions. He also serves as project Salzl has been involved with manager, responsible for management, pro- numerous residential projects During his tenure as director and regional duction and coordination of projects. such as multi- and single - family I vice president of th e National Association for housing and renovation. His Senior Living Industries (NASLI), between Velett's primary emphasis has been in experience also encompasses 1989 and 1991, Elness became recognized as residential design and construction. His many educational and comm- a leader in the development of long -term experience includes work on a wide variety ercial projects, including I care facilities for seniors. He pioneered the of projects, from luxury mountain resorts to remodeling and expanding nation's first concept for assisted living with market -rate apartments, • single - family schools in St. Peter, MN, and his work on the Elder Homestead in Minne- homes and senior housing. construction of the Minneapolis tonka, MN Now, this prototype rapidly is Convention Center Skyway. being replicated throughout the country as Velett joined Elness Architects in 1985. an alternative to nursing homes. Since then, he has been responsible for Salzl currently is admini- overseeing design through construction of strating housing projects and I His firm has designed more than 15,000 projects ranging from 25 to 400 units in parkside townhomes in housing units and provided service on over Minnesota, North Dakota and Florida. Burnsville, Walker Elder Suites 2,000 commissions in master planning, in Edina, Trinity Park restoration, new construction, retail, educa- Currently, he's managing three projects Apartments/Townhomes in i tional, office buildings, churches, interiors, that continue to follow the firm's strong Minneapolis, and Oak Woods of housing• parking and skyway structures. tradition of design excellence. Eagan. s II New Projects Emerge, Others Completed - C , . OG ti 3-.- .:=_---1 ' _ - _ _ y r . E. = �' " - 7 - – !n.. : _ ---'------..,. = ' ''' it 1 lifi '':= _ -t - --:"7'''-' 91- 4,,Z i at ---- k - .. _ 1 = - Wit � O :Rim . -_ _ - ",j Jay Nelson with Gideon Pond model =� °+'?f `�_ — _ E ti Looking forward, the prospects for the ,fr, A v ; ; `* - _ f '_.a - < = ; 1 industry's continued growth appear promis- "��. ing as the economy picks up and financing • ' "''' z _ - e~` "• r „x� becomes available. Reflecting this, Arvid ' " ". ` -4 \ l ` ' ' ? "" '�"' Elness Architects currently has several proj- Minnesota Masonic Home - A new CCRC campus, Bloomington, MN 1 ects on the drawing board, in addition to Recently Completed Projects The remodeling and expansion of recently having completed many others. The the St. Croix Mall in Oak Park 1 following is a brief synopsis of our activities Our work on the Minneapolis Convention to bring you up -to -date. Center parking ramp and skyway is com- Heights, MN is now complete. piete. Safety, function, and aesthetics were We have completed work on On The Drawing Board important components. Minnesota's largest single room occupancy (SRO) project, 225 For Minnesota Masonic Home in Blooming - VVe completed the dining hall at Bemidji units in Elliott Park. Also The ton, MN, we've developed master plans for a State Universit full Continuum of Care Retirement Commu- Y and provided full archi- $10 million restoration of nity (CCRC), including 52 cluster homes tectural services for the St. Peter high Riverside Plaza Towers in the which are under construction. In addition to school, and two of its elementary schools. Cedar Riverside Neighborhood the above, and in conjunction with Horty of Minneapolis. Elting Associates, Inc., we'll be completing 1 design work summer of 1992 for 46 assisted t ,` r = r' living units, administrative offices, town y } ~ r _ center, dietary and service area, as well as a .• Y .C. ""€ '_ - _ - '. 120 -bed nursing facility. A fall construction ti x: N.. r ` _ _. , __ _ _ ! � " start is anticipated This $18 million project " ,e , a. _ _ • : „ - �= represents a major commitment by our firm - y- - #. — ;41* _ to the design of comprehensive, long -term i A - - * - y ' - „� , 2 — � � -'- --- r • -� � = ::::::::::::: lation. board is _ . : �• i' • '. Gideon Pond for Presbyterian Homes in = �' Bloomington, MIS' The design for this 86- - II unit assisted living project is complete with - ' - a. work continuing for an anticipated fall Eagle Ridge Place, Burnsville , MN; 40 -unit congregate living facility construction start. Plans for Gideon Pond also include new administrative offices, chapel, gazebo, and community gardens. • r „i,3c''1'�""r' > L `' , " .4.4 1 ,- * Elness Architects currently has senior '}- ' 4's f; f _ 4 ; 4 housing projects under construction in : ,f i f .nyr ?` '' ;# ,^ Hastings, West St. PauI, Burnsville and i �' !`,r -- Eagan for the Dakota County Housing and = ,,,..,s4 .. -•_,. „ Redevelopment Authority (HRA). We also i• � . ..f.r. - _ 1 •> have prepared an educational exhibit on 'r ''.- ; - -� I __ senior housing fr the city of Plymouth's ;± ;- - `':."',,. :=;', - HRA, and are studying senior and ” �-- ..: : -- .�iRii_.., � E(l . , T; ---• multihousing sites in White Bear Lake, r X- .a Minnetonka, Brooklyn Park. and St. Louis.. - �"' _ 1 Park. ... =r; ....� :sue' H ' a -` , �,'= �_ • Walker Elder Suites, Edina, MN; 72 -unit assisted living facility Layered Financing continued In the case of White Bear Lake, a private The past two years have been developer is working with the city to assess difficult for architectural firms I the above conditions in place, the demand for available resources, and make the project due to the abnormally high affordable housing can be met without an financeable and rents affordable. Devel- number of development active government subsidy program, which opment in Minnesota's outstate areas also is failures. Previous market was necessary 10 years ago. becoming more active, including new conditions have shaken I As aresult of the financial involvement of projects in Iowa and Wisconsin. industry's confidence that well - conceived projects can move counties and municipalities, new develop- In addition, Elness Architects recently ahead. With these new trends in went opportunities have emerged. Elness began construction on a new senior assisted financing, we foresee a growth I Architects currently has senior housing living facility we designed at Parklawn and in future opportunities. projects under construction in Hastings, York Avenues in Edina. In this instance, the West St. Paul, Burnsville and Eagan for the for - profit developer formed a partnership The product we design today is Dakota County Housing and Redevel- with a non - profit care provider and used substantially different in char - I opment Authority (HRA). We also have 501C3 bonds as a financing source. Al- acter from that designed in the prepared an educational exhibit on senior though the financial complexities of the 1980s. As difficult as the slow - housing for the city of Plymouth's HRA, and arrangement delayed the project for nearly a down has been, it has offered I are studying senior and multihousing sites year, construction is now under way on time to adjust to the reality of in White Bear Lake and Minnetonka. Walker Elder Suites. the 90s. 1 k i .1 2 ,... e 77 ii:_ ri . 7 6 /4.1g" . ' �� • .4,,,..r. ...,.... Jyt(i/r/ .,.''''',_: Ill ---- 1ffip (-. 1 v -4.---. _ ill - =------' .---,---------- % ..: ' - : ., II 1 11 . < . , • _ ' -"; ' ' im ' X:r ' ---i'l<1.‘ el 1 --.‘.t...7---- s .. • i y, 0 fisII e_'" :iii mu I , `'- �' ,� ;sTi� i,-....70. ' V : t s ? _ [ 4 * ii■ ° C0 U sa/ r: - t 11 ' • e rr _. - � at. r `&---- •�`.... - '3 : - ' : - ..r':. - ? s . r! � 1 _ J "' -. • b' ' � _ - 'z_'''�" . _ Vii! =. - • y• gl 4 ��7 - r Oak Woods of Eagan, 65 -unit congregate living facility 1 I -' iu;iiiiiii ' li1: iii,� t i11 "CO*. iiuiiiitst111 .IMlt� Arvid Elness Architects Inc I 400 Thresher Square Building 708 Third Street South Minneapolis, Minnesota 55415 1 1 1 1 ille 1 1 ID Architecture 1 t AEA the highest standards of 1 design are combined with personal service geared to the individual requirements of each project The firm's 1 client centered approach considers the building's owners as well as its eventual 2 users. That is one factor for AEA's success, ' and its receipt of major awards for office, commercial and residential design and 1 renovation. Today AEA is one of the region's leading firms practicing commercial and 2 residential design, with projects ranging in scale from large warehouse renovations 1 a such as Butler Square to the redesign of its own imaginative offices in the Butler North building. from a high tech office building 2 designed fora range of professionals to a 1 housing project for the elderly 2 • 2 1 2 2 1 2 1 3 - - 3 __::;: 1 A 1 0., f , 3 1 a a 1 it II 1 3 1 3 3 1 3 1 1 a h e firm of Arvid Elness Architects (AEAI = is a comprehensive `� client- centered prat tic•e that "' r;.� 4 � . �,� `'-'� b, provides architecture. planning. interior design. graphics and ~` ., development services. Founded =' - - in 1975 the firm believes A rt `` _ _ - strongly in responding to clients' _ - I .� r - needs with creative design. environmental sensitivity A R (. : _ - and respect for program and � �� _ _ budget requirements. AEA has It extensive experience in projects ranging from renovation to ' ',.' — new construction. it has xvorked a� 'i' • 1: _ +'ith individual clients as�� ell r • as municipal, c multitiered stru ounty. ctures state and of 4 • _ �► + { # federal agencies on a wide I . 3 -. range of project types. I AEA's practice has grown steadily attracting a V — - ' ` ., multidisciplinary talented V i -. - staff committed to the unique E s s requirements of each individual • i 1 • project —its site. function. a economies and energy use ,:itec ' ' 1 . - - • i _ . _ AEA is experienced in the full r i i .‘,.-r spectrum of building types L - _ — - ' _ from education. religious and - - = - --- health care to a wide range 4 -• A � = ,�.. of housing: commercial and �� =`=� `'= retail projects to industrial . --fi �__. • `., ,� --" developments. and parks. . _ ,..6.{..... . �`°' •�:= --� AEA h as p design • _.-- -� services on hundreds of I :_‘. ,,,; `� _ , - commissions. It has been �' honored with awards from the ,.. . . n Minnesota Society. American �' - '"� Institute of Architects and ;, - numerous other associations • 1 2 1 1 - it 2 XI 1 2 1 he design process has several stages, T all of which lead to the final building • ��; . , s ° I design and construction It begins _..:„ _� : r , ; • : . ; with listening. offering ideas and trying `�"'= c�..� 32 alternative solutions. Presentations. often ~ + : + given in a public forum. offer opportunities, alb, '._ t� I s a for community involvements. t� = • ., 1 • zip 7 -----.........,%.... _r ,... j ji,,, 1 .....vp, . • r, . _ 1 2 r ... • 1 ,:,,, , .,.,..__ , • 1 .„, .. ,i,-- 1 ... 1 1 -- , 3 22 1 It 1 2 3 1 3 Zii 1 i l it s w�— , = - ..7 . e t. I _ O • _____ _•, .... ___________ ______ _____. _ __... ,.„. , • . , =_______ iii, i .., ..iiv - . ... ... . .. . : ..,. ,.., ...., _ • ..„ . 'Ai'', ,4 / O i 1 . .,11 -4 ' I . - " I MO ...„- - ,. q ... . ..,, . 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It ., .. . -.-,-- • i . 4 a 1 J Awards and Publications MSAIA Honor Award - 1974 Housing Magazine Commercial Renovation Magazine Minnesota Society American Institute of Cover Story, July -1982 Cover Story, February -1987 Architects Jefferson Square, Northfield, MN Mill Place, Minneapolis, MN Butler Square, Minneapolis, MN II AM Magazine MSAIA Honor Award -1986 CEC Honor Award -1981 Article, September /October -1984 Minnesota Society American Institute of a Consulting Engineers Council Academy Park, Devils Lake, ND Architects Butler Square West, Minneapolis, MN Harriet Square, Minneapolis, MN • MSAIA Honor Award -1985 Building Design and Construction Minnesota Society American Institute of AM Magazine Cover Stories, Jan. 1975 8 Oct. 1981 Architects Article, January/February -1987 Butler Square & Butler Square West, Prairie Oaks, Minneapolis, MN Harriet Square, Minneapolis, MN Minneapolis, MN NAIOP Award -1985 Finish First Award -1987 Commercial Architecture Award -1982 Suburban Office Building of the year Wolverine Technologies ' Corporate Report under 50,000 square feet Harriet Square, Minneapolis, MN Butler Square West, Minneapolis, MN Creekridge Center, Bloomington, MN AM Magazine ill SD Magazine, January -1987 Commercial Architecture Award -1985 Article, May /June -1987 Butler Square West, Minneapolis, MN Corporate Report Elder Homestead, Minnetonka, MN Creekridge Center, Bloomington, MN CUE Award -1974 Progressive Architecture Magazine Minneapolis Committee on Urban Reggie Award -1985 Article, April -1988 Environment Minneapolis Builders Association Elder Homestead, Minnetonka, MN Butler Square, Minneapolis, MN Timberton, Plymouth, MN Seniors Housing Award • 1992 AIA Honor Award - 1975 NAIOP Award -1985 NCOSH/NAHB American Institute of Architects Renovation of the year Elder Homestead, Minnetonka, MN Butler Square, Minneapolis, MN Thresher Square, Minneapolis, MN Hospitable Design for Healthcare and Journal of Housing AM Magazine Senior Communities, Article -1992 Cover Story, November 1981 Article, January/February -1985 Elder Homestead, Minnetonka, MN Great Northern, Devils Lake, ND Firm profile Arvid Elness Architects and warehouse rehabilitation AM Magazine AM Magazine Cover Story, July /August -1987 Article, October/November -1981 MSPE Award -1985 Chequamegon Hotel, Ashland, WI Dakota Square, Aberdeen, SD Minnesota Society of Professional Engineers Renovation of the year CUE Award -1987 MSAIA Honor Award -1981 Mill Place, Minneapolis, MN Minneapolis Committee on Urban Minnesota Society American Institute of Environment Architects NAIOP Award -1985 Buri Manor, Minneapolis, MN lip Jefferson Square, Northfield, MN Renovation of the year Mill Place, Minneapolis, MN Aurora Merit Award -1988 CO AM Magazine Southeast Builders Conference Article, May -1982 CUE Award -1986 Best Life are Housing of the year i t Jefferson Square, Northfield, MrN Minneapolis Committee on Urban The Fountains, Melbourne, FL Environment Mill Place, Minneapolis, MN Design of Aging Review -1992 AIA/AAHA Rosewood Estate, Roseville, MN • ill c >r 1 1 SENIOR FACILITIES NEW CONSTRUCTION I • Minnetonka Senior Housing Status: Schematic Design I Minnetonka, MN This work represents a study of seven sites for their feasibility as I • Minnetonka HRA locations for cluster housing, congregate housing, or assisted living. The - sites range in size from 3.8 to 44 acres. This project includes investigations and analysis of the present state of senior housing in the city, of the areas and urban systems around and serving the sites, and how the sites, their geography, amenities and site forces can mesh into their surroundings. Prototypical site plans are being developed for each site. I Plymouth Senior Housing Status: Schematic Design Plymouth, MN This project represented the study of a city owned parcel of land Plymouth HRA designated for senior housing use. The plan consisted of 100 congregate I • housing units clustered around a village theme of a two and three story structure. An educational exhibit on senior housing options was prepared and exhibited in conjunction with this work. 1 White Bear Lake Senior Housing Status: Schematic Design White Bear Lake, MN Set on a 3/4 city block site this 42 -unit congregate development will provide R.A. Morton Co. affordable senior housing in downtown White Bear Lake. The building I will be 2 and 3 stories to blend with the residential neighborhood and will • include a community dining room and library that opens onto the "front porch" entry. 1 Long Lake Housing Status: Schematic Design Long Lake, MN This project was conceived as a one level living cluster home Ted Wolf development on private land. 28 living units and an apartment complex ' are being planned overlooking Long Lake and established wetlands. 1 Gideon Pond Status: Design 1 • Bloomington, MN This addition to an existing seniors co- operative will provide 85 units of Presbyterian Homes assisted living housing. The new wing will provide full dining facilities as well as an array of community rooms and "gathering" parlors. In 3 addition a new 100 seat chapel and administrative wing are also being designed. These new facilities will complete the private, landscaped central court for the Gideon Pond campus. i Minnesota Masonic Home Status: Design and Construction I Bloomington, MN The master plan for this 80 acre campus on the Minnesota River bluffs was the beginning of the renovation of this stately, 75 year old seniors living I facility. Beginning with construction of the 56 -unit, independent cluster homes the new Minnesota Masonic Home will offer a full CCRC environment. In design now is the complete renovation of the original I 1 building into 46 assisted living units and administrative offices, the addition of a 120 bed skilled nursing facility, and the addition of a Town Center which will provide shops and services for the entire campus. 1 1 .1 ,Il % SENIOR FACILITIES NEW CONSTRUCTION :' Oak Woods of Eagan Status: Construction Eagan, MN Set on a hillside, this 65 -unit congregate living building evokes an Dakota County HRA ' image of a "hillside village ". The stucco building with large roof ,1 overhangs has a veranda extending across the south overlooking a pond. The building features a community room with enclosed "porch" as the focus for the one and two bedroom independent living units. Walker Elder Suites Status: Construction Edina, MN A three story 72 -unit Assisted Living Facility designed to provide care Walker Companies, Inc. to the frail elderly in a residential environment. The design features .1 Craig C. Avery Co. the cluster parlor concept of assembling 5 independent units as one apartment. The architecture recalls the styling of a brick English country home complete with car court, entry parlors, and cottage charm characteristic of that period. Eagle Ridge Place Status: Completed 1992 Burnsville, MN This congregate living development consists of 40 one and two bedroom Dakota County HRA independent living units, with future expansion for 20 more units. The building is centered around a two story community / dining room with a large covered porch overlooking the 4 acre hillside site. , ' Haskell Court Status: Completed 1992 ' • West St. Paul This 42 -unit congregate living building is set in an older residential Dakota County I-IRA area of the city. The building is designed with two and three story wings and an extended front porch to help maintain the character of the existing neighborhood. The project offers one and two bedroom independent living units with a large community / dining room, library, and entry lounge as 1 the focal point for residents. Winsor Plaza Status: Completed 1990 I Lakeville, MN A 40 -unit, 41,500 square foot seniors living facility. The finishes, Dakota County HRA furniture and lighting selections evoke a comfortable, practical, homey feeling with parlor benches anchoring each wing and soft pastel colors to give the spaces a warm glow. Assisted Living Facility Status: Schematic design complete 1990 Winter Park, Florida This 72 -unit housing development for the frail elderly is nestled into a Tartan Development residential neighborhood off of a busy residential arterial road. A protected wetland area provides dramatic views for many of the units and community spaces. The two story building contains 4 and 8 units sharing a cluster parlor, creating a sense of small neighborhoods within the development. Rosewood Status: Schematic design complete 1990 • I Maplewood, MN A formal exterior entry court brings guests into an 80 -unit assisted living project. The three story building is based upon an "H" shaped plan with a focus of community spaces in the center "main house ". The configuration ,, of the building minimizes corridor lengths and creates separate wings which affords flexibility in levels of personal care and social t requirements of those residents. ) 1 1 SENIOR FACILITIES 1 NEW CONSTRUCTION I Heritage Manor Status: Schematic design complete 1990 , - Cedar Rapids, IA Campus master planning study and plan development for a 68 -unit - Terry Bjornsen phase I congregate facility. Camelot at Status: Completed 1988 Mariner's Village This 375 -unit campus consists of 50 detached villas, 250 units of multi- , . Orlando, FL story adult congregate living with a full service restaurant, exercise Waterford Associates and therapy rooms, convenience store, pub, beauty/barber shop and related spaces. The third component of the project is a 75 -unit assisted living facility which provide required assistance and care to residents which are more frail. 1 Rosewood Estate Status: Completed 1989 Roseville, MN This 68 -unit Assisted Living Facility provides 24 hour care to the frail I Rosewood Ltd. Partnership elderly in a very residential environment. The building designed with authentic American Colonial characteristics is marketed as a new residential alternative living facility. Rosewood has been recognized, for its outstanding features and innovative design, for the first Design of Aging Review by the AIA Committee of Architecture for Health (AIA -CAH) and the American Association of Homes for the Aging (AAHA). St. Anthony Green Status: Completed 1989 1 Condominiums 40 -units of for -sale, market rate condominiums for older people. Three Minneapolis, MN story frame structure over covered parking with community spaces and Brighton Development Corp. ervices 1 g p p. provided. ' Franklin Township Status: Schematic design complete 1989 Franklin Township, NJ Development of a 42 acre site into 220 Congregate units and 75 Assisted I Calton Homes Living units. ' Wellington Pines Status: Schematic design complete 1988 Toms River, Dover Township Planning of a 32 acre site into a Congregate Care Campus to ' New Jersey include 50 detached "Villa Units" 220 -unit Adult Congregate Living Calton Homes Facility 75 -unit Assisted Living and 60 bed Nursing Home. The Fountains at Status: Completed 1988 1 t Lake -in -the -Woods A 263 -unit senior housing project . The building is located in an Melbourne, FL undeveloped wooded area in which water features are integrated into I ' Lake -in- the -Woods Associates the landscaping. The design features a skylit dining room overlooking a veranda and pool, a library, chapel, hobby rooms, exercise rooms, game rooms, community room, gazebos and on -site shops. 1 Etrightondale Status: Completed 1988 I New Brighton, MAT A three story wood frame housing project with one story First American underground parking. This 72 -unit rental development for older Corporation and people includes congregate full service dining, exercise rooms, jacuzzi, t Twin City Christian Homes beauty/barber shop, green house, lounges and chapel. t 1 t i 1 0 ,y - 1 1 1 SENIOR FACILITIES NEW CONSTRUCTION Westwood Ridge Apartments Status: Completed 1988 West St. Paul, MN This 128 -unit market rate senior rental project is sited atop a Stuart Corporation and promontory in a Saint Paul suburb. The project contains a mix of 1, 2, I Walker Homes and 2 bedroom plus den units as well as a full complement of congregate living spaces. Mount Olivet Status: Preliminaries Completed 1987 I Senior Housing This housing project is a nine -story structure designed in the prairie Minneapolis, 11N style. This 84 -unit rental development for older people includes a i Mount Olivet Careview Home dining room, full service kitchen, activity space and coffee bar, lounge I designed to offer elegance with chandeliers, grand piano, and fireplace. Lake Square Status: Completed 1987 White Bear Lake, I.LN This is a three story, 90 -unit housing project which is sympathetic to the Lake Square Partners scale of the two story residential architecture surrounding it. The U I shaped building features a two story solarium/dining room, a community room, underground parking, craft room and a gazebo on the patio. '' Villa Park Community Status: Completed 1987 Condominiums Sponsored by area Lutheran churches, this 100 -unit condominium ' Roseville, MN development for older people includes congregate dining, exercise I . Housing Alliance, Inc. rooms, craft rooms, game rooms and full time security. The project is managed by Lyngblomsten Support Services of St. Paul. I Elder Homestead Status: Completed 1986 Minnetonka, MLN 28 -unit elderly care facility in Minnetonka. The Housing Alliance, in Altcare Corporation conjunction with Altcare Development Corporation, studied alternative I housing and care solutions for the older people. The facility is one of the nations first free standing Assisted Living centers that is designed to provide care to the frail (in a residential environment) as an alternative to a nursing home. Elder Homestead was published in Architecture Minnesot. May /June 1987. In 1992 the Elder Homestead won a Gold Medal for Assisted Living Housing Projects in the first annual Significant Seniors Housing Awards Program. The award was given by the National I Council on Seniors Housing (NCOSH) of the National Association of Home Builders. I Standish Green Status: Completed 1986 Minneapolis, MN 45 units of for -sale, market rate condominiums for older people. The Brighton Development Corp. project, located in south Minneapolis, marketed very quickly and provides I a variety of community spaces and programs for its residents. Hillside Manor Status: Completed 1984 Windom, MN 30 units of public housing for the elderly financed through HUD. The I Windom HRA project is three stories and features sloped roofs, dormers, spindle porches and a community senior center. 1 1 1 1 • 1 • t 1 SENIOR FACILITIES 111 NEW CONSTRUCTION 1 1 Shakopee Housing Status: Preliminaries Completed 1984 Shakopee, MN The planning, programming and design of 40 market rate rentals for Shakopee Sponsoring Churches older people and 40 market rate rentals for adults. Project includes I community space for professional management, restaurants and services to the residents. I South Shore Status: Completed 1983 111 ' Excelsior, MN 67 units of elderly housing financed through the HUD 202 program. South Shore Communities, Inc. The sponsors included community churches of the greater Excelsior area and the Archdiocese of Minneapolis and St. Paul. f The Kensington Status: Completed 1983 St. Louis Park, MN Planning, programming and preliminary design for 231 market -rate Farr Development Corp. rental housing units with parking deck, community spaces and professional management for services to the older people. r SouthHaven Status: Completed 1982 1 Edina, Del A seven story, 100 -unit elderly rental housing project financed with Eden Place, Inc. HUD 202 funds in conjunction with Edina Community Lutheran Church and the Archdiocese of Minneapolis and St. Paul. 1 Turtle Lake Apartments Status: Completed 1982 Turtle Lake, ND A 12 -unit elderly home financed through Farmers Home GLS Limited Partnership Administration and features an open spindle porch to the community's main street. Central Place Status: Completed 1982 1 Maddock, ND A 12 -unit elderly one story building financed by Farmer's Home GLS Limited Partnership #5 Administration and designed to be compatible with the small residential community. 1 200 Levee Drive Status: Completed 1980 Shakopee, MN Design of a six story, 66 -unit elderly housing project financed through Mr. John Bergstad Minnesota Housing Finance Agency. Senior center and community spaces were provided on first floor. Hillside Terrace Status: Completed 1980 1 Apartments A 30 -unit, three story senior housing project that features an enclosed Long Lake, MN atrium open to all levels. Community spaces were provided on the first Schuett Investments level. Financing was provided by MHFA. 1 Mdlie Beneke Manor Status: Completed 1978 Glencoe, MN A three story, 41 -unit elderly housing project featuring an enclosed, I Nationwide Housing Corp. full height atrium lounge open to the upper corridors. Financed through MHFA. 1 1 0 S 1 SENIOR FACILITIES RENOVATED 1 Brainerd Nursing Home Status: Design complete 1991 Brainerd, MN This 80 bed nursing home for the State of Minnesota is the complete rework of building #5 of the Brainerd Regional Treatment Center. It incorporates state of the art thinking in skilled care facility planning. Minnesota Masonic Home Status: Master planning complete 1990 • Bloomington, MN This project includes provisions for an expansion of 120 new skilled nursing beds, and up to 120 new assisted living units for varying levels of care to occupy historic buildings vacated by the skilled bed expansion. The project includes study of food service, laundry and support facility needs. Osage Hotel g Status: Completed 1990 Arkansas City, KS Historic renovation of the Osage Hotel converted into 38 units of FmHA RPI Services, Inc. Section 515 Rural Rental Housing. in II Union Place Status: Completed 1988 Black River Falls, WI Renovation of 1871 historic Union School into a 21 -unit residential II GLS Limited Partnership project targeted to the older population. • Menard Place Status: Completed 1988 Ashland, WI Renovation of the 1905 historic Ashland High School into senior I GLS Limited Partnership housing. The four story, 65,000 sq.ft. building, on the National Register of Historic Places, has been converted into 61 one and two bedroom units, . handicap accessible. r 4th and 4th Status: Completed 1986 Devils Lake, ND 20 - unit historic renovation with retail on first floor. 20 senior housing . RPI Services, Inc. units with common areas on upper two floors. ' Academy Park Status: Completed 1984 Devils Lake, ND The renovation of a historic private school into 30 units of housing for I GLS Limited Partnership the elderly. Community spaces were provided on the lower levels and the character of the original school was preserved. The building is on the National Register of Historic Places. Status: Completed 1983 Jamestown, ND The renovation of two free standing hospital buildings into 71 units of GLS Limited Partnership housing for the elderly. The project includes a new mid -rise wing and an I open five story interconnecting atrium arcade. St. Michael's Convent Housing Status: Completed 1983 i New Ulm, MN The renovation of a historic (1882) convent and construction of a St. Michael's Nonprofit compatible new wing to complete 30 units of elderly housing financed Housing Corp. through the HUD 202 program in conjunction with the Archdiocese of New Ulm. 1 I • • • • SENIOR FACILITIES RENOVATED Ryan House Status: Completed 1981 Grand Forks, ND Renovation of an older eight story hotel into 40 units of housing for the GLS Limited Partnership elderly, financed through HUD. Lobby areas were refurbished as community spaces for the project. The Great Northern Status: Completed 1981 Devils Lake, ND Renovation of the historic 150 room Great Northern Hotel into 38 GLS Limited Partnership apartments for senior citizens, financed through Farmers Home Administration. The building is listed on the National Register of Historic Places and was published as the cover story in Journal of Housing, November, 1981. } Riverside Manor Status: Completed 1979 } Dawson, NLN Renovation of a former hospital into 24 apartments for senior citizens Schuett Investments and related community space. A new four story abutting wing was also } constructed to accommodate programs. The project was financed through the MHFA. } 1 } 1 1 1 , 1 1 • J 1 ) 1 t 1 1 .. _ ,tea .... ....,v�.� Ravi 1 • A ILAL.. :". _ . . • 0 • . architecture in 1 p f y ic -t 34i HLiyr{ r •6` r , i ` .. v�N t �� •by r^ ' .' yi -s.11.151," - - 1 'vj3 1. } "f ` .- -4 a :44.,;.4-.)::, ''.7 ' k i r : .s.''ti t s � x �. -`- .I e. y „1C 1 .. c +, . . 'L:: =. '' • 'ti • t #� fy�(_ .' , '. 1 fi f,9 .1�n.. �tS _ s�.'r- ;�"it.. s „ - » r .� ' II ty - . , 1,- ,. -; > - ; SET '�` 4 "�K `- - ._( "- �', -. j �. L f .� `. `z - . a : i 1 S , , , A.. . ._� „-` ' ' t SY`2 T4 " '. �+ y , T wt � . 1 . ys v • Y . - _ . , i1' � 'Cyy ,. ' .,, , , S- .,u+�_ .. t ! :. • . .i S"' F,� ,� y .. �°A'k :. te r f < .;r - yt-.+ -' . �� �` i y " . rA. �� ,. 1i ,. , y - ra y' ' - . _,.. ' �� .,. Tr . .. .1`'� ,`� _ ,� - �i� 7 ` .� u_F` i 1 - .gt'sb�rtr .M y`.�sL�. - • �t:- � i 7 ..�rt � S +` r�� > '�� � �� .�� sr .,.,: r�� � •,:,,W.,11.:2,;.., : .�` Y+ 7 � P 4•*': gj 3 1 ` rte, .,ye • 4. ': ' -r ! � lL Y` - { :. '` • , i r - i « a ct-[ • tw t � ` - :: #. � •. `' t '' t i y t� r �. � 15'1 � ' t ate �� x' Aft- w r Y .'_ V k �c vs - �� -• ti . i z Y ^. ..,,, , ' r n ,� ( -.. r , ,- -_ . o ` F • � +i f•. • �. t ..-. AY- ', ".* ',E ' • st., 4 - • .f ....„ , ...1 1 _i_li.„, ,....iv., �•.•i s ,. ---' - - =--- _ e - . t. — :t • ....- • -,,-..... 7•';‘ . 1 -, `i r ._ :, i .,,,,,- y : - - 4, - . ....x........---%-----r,..---- .--, - • = - , m :, __ i ,,.. :1 4, 1 _ .1e,, - .......---.......- ,.: . r .- • '..' .. _ ' . -, .. "---/ II ..7::;s: ,,siel ,. '''Irr3 100 17/0 11/ — t. ,ei,, ,., , , i ,... et 1 - 71 -, - „, _: :., . Isit,:. , -, t .,'4,' 41 I. . k..- i- -.4 . .- 1:0 ,-.,. : ,,,,, ,.. ,- 41 -. ....„.„ , ,,. .,. ,. ,,,, ,..,: . k * N it. # 4\ . 4..A , J r, ' t , v t : Y r �t v t 111 ,� Elder Homestead brings front porch living to the elderly n€ P '� Minnetonka, Minnesota 1 . .. _ .. .. rr.a. ... inn - 211 S eni lir Cl ass 0 The winners of NAHB's first annual Significant Seniors Housing Awards program set high standards. ey The best seniors housing fosters independence and a sense of community in a warm, mminaitulional setting, 'The first annual Significant Seniors !lousing Awards honor 17 such pace-setting pro ects. ranging from a skilledcare facility for Alzheimer s patients to a vitt community for active aduhs. Each of the winners successfully addresses marketability. budget constraints. density and resident activity programs Gold and Silver Seal Awards land one honorable mention) were given to projects in each of right categories. The jury included senior citizens. and architects and consul- tants involved in seniors housing. For more information about the awards program and this year's winners, call NAHB's National Council on Seniors Housing (NCOSH), which sponsored the program. at I4((3(85242. ex1. 7.2O. The Gold Seal winners include: • s . �� ,, •�� , f • 4 . • r 's a•ti '' : , r t J -4 . ' • , 'J , i t, H + � y �. . k•C. .wn. .•s 1: DESIGN - :. � " C " 1i �� > d t l' t Y. , '^11 t'T i vr . � .{ 1< c M � 1 t'� .T S R E• • Sys — y ,Y n, , . `: ef Y i'k b r- r ,.•'Lt` F • r , St r D vV ,' 212 Y A. ' s _ 7..r .. d µ ` r • ,Y,tL ,y . b ; ? ' . . le' Y lw I ' • y 9 � , "1141 ,( #r• f�: '• • t' Al r ti-, • , t u , .t s,' , � > f t" � � t ' • , ' , s ' : T S ,J / K •. S, s,' -. y., ' b',�� ,41' 01,11r , 3,%4N t , 'rk � ,s, .! N- • 4'' r ef 1sc pu : . !` .,.t « • 4, 45. �, � r , tie ,. . , . v. . '., . ' .9 );411p4 . . 41 , `• t`T �' �•n jf �'• �v ;:, „ A .w . e'�' ;, •! • • "T -I; .�u ...,. o ' . « '! MM .. ..,• + �� { ' .� • 4 : ° � Y z ) �t 1 'h+yi `.S?r7 - t *% � ' ' .,' „ °1 a,k � y ' '� t � • " 4 °' ; , s iii, r � ( { 1 ': • S• 1 l' ,4. rO. t -1. i;41.1. 4` . , { s M fr. �s�j i r s ' }l . ' ; ' • ' { v' r h :✓- 1' 1. `, f .. , d � � r < Xf i 4:1 , . d � aq } :' : � j y { e T ' n 4i � St it w =' • f ' S 4., , ;i, < r fo r k + 11 � 'a' ��iiii /�i A e ELDER HOMESTEAD so u •• . • ! " tt i % • r . n } I' _ i hiI ,^ ` ; , ' •. . MINNETONKA. MINN. o � � Immo 1111' . � 4' • w ' , y ,7' 1 . " , � "n ti . : ' �• ' i s � J h 1 . . Built as. a demonstration project. this 28- g` li iii d I • ,!:(} ODD " " � S ` ` s unit assisted-living !x11!111 is a homey al- � • �� I Ili I oiuhil' ililEi! r �`II t (II(([ 11111 II •' III �l '• d � ' ' ■n r � I'ti (ernatuve to institutional nursing homes. � i •I a t • I•-• To foster independence. residents live in ' ' 0 `` �.__ I - - -_ I —� ��� ���,� '+' - private units with kitchen, bath, living and ___ _ _ _ _ a ° +': -. ' R""s'� c ' • sleeping areas. There's a shared parlor for - • ' •�•- fi > ?,. `' every lour apartments. an arrangement ;,- 'yt+- ' ' �r, : ,1 ; s ,. • * � �{; 1 A'T� ti E." + � - designed lo encourage sociability. Ahd• h• '�y *.:',,',-, °` 5 £t '"' * a, weclrrn design elements such as a front ti t Za '•�'y"yt' r rt ,t .. s �'"ti •b x Y c 'F • e \ i ,) t. • tk , y' ` ' "'i a si 1 t't f , porch. dormers, and double-hung win- ••$ set K� ° r rA 4 L+' . 4 • down are familiar cues for residents. -,, lei' t y ,, � ,�k. y „ ? , .4 '� y ` ; • , „ � �''' ir ), r . il”' j GM ant &owl Aunkd-a..Ttuning teen • . r1 ` . ti "•.� . y r� e tint );, ' 't! 't! ✓ • a � ' ' + b ' .°. l (Haan -um KOMeO. aC.M.q u.ke mum) Ow..r• ns N ' (\ y_ 1 s P �, a' V [ Y p . a i.' ' t! t rt v.{ +n..1v t w • fr' 4 EMn Npnenr nnnra.O.s tree , N., �•, Y,Iy{�. 1I T , �y$ lid � . .1, p +lss S+ ti J y 1 �4. E f" <�t + i ` ^r �"• .. S * R . „• •5,• „11 7, ,....1 1 , r .. , N , Y' ,.w- ,•i ri y' y t }• •' ' f( �(, zi •e . y.' A .AO”, .'"' "'- s : f- . Nmisma.awre. Mnrn!amMS, awhnen. tent E.rzu t , + , y . a • , y `•� I 1 '� f j .� y M ; • '1/40* .I� .e - 1 i� , ,. . • an:Mects Inc hantn.pOM/ sr ,.. ., `Y!', 1, �, y ` ` Y \ ..3, •. u,�I' 1 - - - M s 1 r - - NM r - - - 111111 MI — — 71 }, Hillside Manor a - - = rte' y _ _.yi - - "s -,r _ '_r `a fib ;1 , 1 r I 11 1 1 - T. 4 _ _ s r t+ Y , _ ■ ` , y ' i :- im - 41'40:;-- Y " _ ^ _ -' ?y ^ � r r�' - , tea, ,•-•. K ° ,�,. 3.. ✓ "''� 1 illside . lanor has the comfortable m! = �r , f look and feel of a country lodge. -, ` pills . ' . ' ' And that's appropriate not only ` - . f -_ � = 1 u - • f or the building's residents. but for the neighborhood in which it. too resides. ® ?MI 11111 `" Using its sloping. one and one -half acre , > j ill ± 1 site on the edge of do« nto�� n. the structure 'Y __ - _ ` : / i l is three stories high where it faces ,c_ __ = i downtown W f r . . ` ) • abuts a neighborhood of t vo -story sin e - - " - I fay 'Minimizing the impact f 01,--%,„, _ �? - - lei a ne 28 homes square foot building was � ..,� _ only one criteria of the design: creating '''!'` , - - • desirable living spaces in each of the --�- ;t - - -. — J 14i I , building's 30 units was another. - -. ' - Pitched roofs. gabled ends and a classic t-, t spindled front porch that provides shaded r . : ��� pt_ _; 1 views of downtown Windom 's railroad, = ':' " '� ~ " grain elevators and shops help give y r : ' -1 tel 111 Hillside Manor an aura of 19th century I _ charm But within this modest structure rte _ f ` , 7.:- : r are 20th century surprises. an active �" = " r solar collector system provides all the hot i hot Water for the building's persona] and " � 'i' `` �'= ` T} _y � '� community spaces. And the new 3,000 v..- M �� = •- - ; - _ I square foot community room provides meeting and activity space that is a new gathering center for the town's senior citizens. I This project represents a focus on a more residential and less institutional design. Type I Nev Elderly Housing Location Windom. Minnesota Units 30 1 Completed 1984 1 1 il Academy Park 1 x - n — ` Vi' '® r: _ ;;. T - - . The renovation of a dilapidated j 1 school building \v h(tSe I r character had once made it D T Y, north\ of national landmark _ h , .. is 4 _ status achieved ill important j . , , - �- benefits. it provided 2S new -zi `� hones for senior citizens. and ` � '¢.,,_'_ -+ r ,- - _ " �' it returned to Devils Lake a r �ti ` � ` -- ti {." F _, . j building with the character - • t, and history that had once led '•:- , r " - f .. _ 4 J 4� - -,` to its selection on the National ! e , � a 1 I - ti Register of Historic Places r y - 4. ' -:x� +. -:r te e t T` _ } t �" Old photographs provided 1 P . 1".. - !C ,,, _.t4. r 1 --4 _ - clues for the location of t ' At - _ . ' .�'� " _ - = - _ i tom: -_-__ ballisters. corner post caps 1" -- .- ._ and roof dormers removed p . _ ,� '�-u a, -+'<'�+a,; 3` ' - a in earlier renovations..AEAA replaced them to 1esi(o . the , '�' : � '�"�"'�.`.,� . - am; l ~r building's original appearance D - - i ' ,R �` '� ii "„ ,.-y ` : preserving the historic ' ` ., . • =` "- = �"' qualities of the form sc httr,l D ' `.*" - - , and not concealing then with • drop ceiling and window panels commonly found in this type r: -- - yam ` ofadaption .Another restored i - 1 �it- story :. • • portico. gives the building t y r t `+ ---- entryway _ a distinguished looking \ entryway Handicap access I e requirements are met with a _' _ 1 ; , new entry at the rear which -. t ;In, > - provides canopied e l coves g .../ ' x: �` j _, p • � from the new rear entry �t -'.. parking lot to the lobb■ 1 it:. i ` Residents of Academy Park 3 _ _ enjoy an added benefit turn l _ of the century ornate fif` , woodwork. oversize windows !h s and 14 ft. ceilings-original L - 1 l' i • � C /IIJE4j y _ .. duplicated in moderate priced ;'; j = housing today. along with _ �R _ ;, ` _ updated features and -: furnishings that will serve i ,.. " g „ '. :- _ �-. _: J ' `z the buildings new life for -- -- _ r �.. .. the 20th century \ �^r="' c - = cam z r ``, 1 Ty 1 � a .�. '" - Y fi. fr � .Ai - Renovated Elderly }{,1usmc --_�`` - �..- r .. 1 i - .or 3 Location ,i _ r1AvilsLakr� era' lt.ik.n;t . .r . L' Units ' 3U 1 ! - - } : a . - ` � a - Completed ' : � .a �� 19S4 l Publication - _ An. hit-cture• \tinnrs 1 S -t t.mh r 0( 1,,h er lies -1 1 1 I 1 Jameshouse -_- _ �. �~ " �* - 4 . i - 1/ ` / 4/ _ t. _ - =- ms's ] i!� , ! '; ,. .- °'- - - IrY': ate �i. =, C' �t L ----- - L'. — • • ... - - '� - iii �rl. :41. I {t a •rr. ,� "F - — ' ! v _ > . i . • " -r ---_ • •. rte- ; -°� t - Tr 'r 1 > r- �• ..., . .,_,_ ,_ , . .. , 1 — . O� . �= = = s_ . —k - %' ic-7_,...„.--,;_,.; 1411--,-1 4 , - .4 . ' , -: - /.. :, -., ' - - r r , , .• - ' i i ..1 --.1 - z Ma in 4, i _. ,- .1 i 1-111 . .. T he two at hospital buildings - occ upyinr a1, entire c ity block had r ...._ uutli\ ed the it usefulness in the , C'oMMIInit\ of JanlrSlowll but had retained a syn 1, L, importance to the i ~ neighborhood The\ pp -veded most of the ` ; : t " r` ` I residential de\ e,opn,ent that now f t - surrounds them and \\ere considered : part of the c �n111,unit heritage +♦• : Renovating t11(.: iv. » independent 4,s • - ' : _ strut tures i,to a single residential complex for seniors and adding a third returned • _. . . the historic structures to a useful life in � : the communit} /' A new addition 1 links the original four and , i . - �� fix e stork buildings and the new fix e store -;iiiiili adaptation with an open atrium serving as a pedestrian ci Tridr viewing platforms For the interiors, AEA selected'a warm and disc ussion area for residents The color pallette of mauves, yellows and . facal point of the new traditional entrance blues for walls and floors. These, combined II is a stepl,ed keystone arch. an architectural with naturally stained woodwork and soft, lenient inspired h■ a single detail on the warm incandescent lighting. erase the riginal building. and intended to give its former institutional look of the buildings \\ entryway hill rtance and style and replace it with a much more homelike • atmosphere Type i,r active c a t c la .\ entry was developed R,-( Eli• -, H.∎u�ing the rear of the building. A new elevator Location • ' . \ er and full handicap access are J.u„-t, \. ,,);1,a> ,,u, 1 luded at the rear \\here they provide Units enience but do riot disturb the vitally important front of the building. Completed a .■ .- 4 6 .4 1 .-.. . . . • 4 .' '. ....... ..,. -..... -..-. .1 A 4 4 $ '', ittll I iliititirk II 2 .1 11 111 F-4 1 1iiiiiii ) Arvid Elness Architects Inc. 1 : Rosewood Estate 1 ._ ..._ • ' -- ------ ..?;;_ '!‘ . .-- This 68 unit Assisted Living I -,, lg . ...C . ..A . , S;.1 ... k: . .; ..1 °-'1;'; .. ,1■' .- 1. ,r ' ' ' , ' -, 1,4-4570.•i: . 1 '*: - 4,-.#41 : Facility is designed ,ct 4 . . 4 „..,;',Ii- .R.-* - 1`.:f44 - "- - ..-:-- 411-7,,l -- ----1 •:-,..._. i -„,:, ,,- -., ..„..- ,...„:,e-• , ,A r ,, :k .- --,v,,,., , v _-_,.., specifically for the frail ew ,„.. t. ,..f.P.• - „,:c --...„,._„,..., . • '' ... -.-.K.-2 * • d ft . - -. --.,T.-- . elderly. The program is a 1->k 4:,- 4te'•=7--t1; A ' ' • - -- -...- . 111 ) , '..N.:_,..,--'..4, ; v.' . •„.rt.-;,, ;"?••• r ". - .., 4 . 1 "' • ' ' ..... - 't`. '-r- ` 3 "'-‘ ; `:1 - 4 ' ';' .4 `' • . "''''' e- ' '' .'' ' "-to 4 ,-.4.• 4 ' \4' • ' 4 4 - !. i supportive environment with -- ... ,-. . /..4;- - -• - : ...,-''. Ii...:: illi'M 4 ..‘ . 4...0...: . ,111,, :',•,-. both efficiency and one F i,....::-% I ,..-. ''''' '' liPii•;_AZ, .t t-.4- /r e' - 1 A' ' '''... ' ' fi'..- % , , ,... 4 '" -- ''''. 1 , •- 1 . 4 .4 • L : I ft , :fai.5- 1 + 1 ii bedroom apartments. The ---' ' ‘;:.c -, '-. 4:AAtrit • 4' t-i 0- --fx - ?• 4 '‘.4 , -'4' 4 units are linked by a street .• -._ 4 ...,.., , .,:,,,,-,,„ ,..- ..„, , -4,-- ..< y „ ; ,.._,_., ,..-31 \ _ ••■....:144.."'":4 `'..-`' .. X • 4. ' . .-L: ., ....;•; , ....: s"-. r; r*.C ‘-, of activity spaces and :5: ' - k. ` ii:11 ; " f " - ,f- 1 . 4 - r• -"C' 4 , 4 ' . . - 4 ,-,- 1-z.e..4-%. lounges of a very residential ::-."-,:.,,,•,,.---,- 1 ,::::•-:-_--•:-:_'*....,, '.:?e•-i •••- '• t:,•Yok - -••• -'; . ''-'' character. The dining room - — — „.... .... .,,r,.../ i„... A:4 ' - 1' . , .• ,.;:*, .. . 4 4. 1: ii 1 " :. - :. ' ....f..." ...• 5, !',.-- - i 1 1 s" 7"... --);•'. •,-':" ''' 2.-f features all day open menu r., - " " f L' I / t -.._,- - .--:•.,_:- :. .,--...,....,..- ki I ,. I . 5 • ,•,,,..!! 11 '"-7'4' -:.- '''-'3'‘: -;-:).1 ' • I ': !11 .. ' I' ) ' lif dining Care services are a ""•• -- --• - --;--#.., - - . 0 IF- 1 , :er,t,'' lif.;•-`,-,?.-,70-,..A.,7,..74 • -. ---,•-:: .7.- -,.% ■ _ - - - , .:,v- ..t ,-,-.'-',--:, la carte" on an as needed . •-•:-...,.. T .:,1 ".‘:•.,f!,..-f:::.i . F -------- ` ' '... - 0 : ' ii--‘ N:-.'. . , !=ifri - - . bass. a 1 m -------- ' — :: -.1---**-71:7--: b . 0 Eilli:111111111 . = I 1 i 1 ii 1 i-..-' .- •=4::#--_,-- ,-: - ---- .-- a 1 1 L 14. i i 11/1 .:0,-._ an r•I or • irk„. ''t i • - : .r., '.15:1.•:. ;4 .::-• ....-A-i-A ' --6;:rf....- - f ;- = - •-, 14.1. . ' . ,,, 1 '..',1 .. ... - • ';- ,:i .4 1 .,_:),- " 4, - "- ..-•_S /"' l's.. 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' - 7 1 41 A A • ".,:, .,' .1:0.4 k-,,„..-, ,.. ,y„ ,... ii i , . ,,:F .. ..filt n. ■ ..:1-, • .. , ..„4.. . 1 4..-,,,, ; ii, 1.40 : ii . , iat t p-,s,.,,,4 2- 4%,t, -trelt-..- . ._ . ., - '-'=-1..c:- . :-.4.''. .j; e 4" =, 0;:-.4tr;ik-q4.tisg?..zi-:ti, • •,--. -7 ......,; - Y• ', "sr , ?„,,i'i, ,,,::.,,, : .4.iitz.i.KA... -we 4 itif7; ,,.-.- -;,....-, - • •'''S''''' . ::5• - •'.4 , t . , Ar -- ' ,, , _, .... .. • - -,, •••4;,. 4 % , 10..." K !.... .:, s i• :'•-•-..-. . „ ., ..,.... ,, 4 , . 70. ,.• < ,,,,•'!•, '-'• '""ft.,, ,„. .i,.. ..-- i....1,.,": ''-i'1444:iellt- , ; ;-;" :" 1. •'' ' ' - iW‘.-=" 7. -*ii. : ::;1 45 ,•"7-. 4 4" ede - 4 . 1 :•4- -' 0' ' ,.- ...?-•' - '114.1.tri,i,4•:.s.:14-0•14i414&V'tj* `4 : . • 1 I I , ' ;.,-;.:. 1 1 :;'' ',"...' :::1 ;•,03:-..s... 'i 4SV.4. •.,;r7f.:_k; ' - ;t: 4 4: , ;'Ci l t,'.4;7-"4 . ;:le'-'4;,:' - , , , . .., ,.,...„ - ... „I'5• 1136.411......ij z4 It t tti . - - 1 7 5 . % _ . :111 Ilitil j 4198 2 11. 11 n+ nil ittu 1 -1.0; T its 1 Arvid Elness Architects Inc. ) i Westwood Ridge >. , This 128 unit congregate �s r v?' J .� i+�:l �:. �� :; V..- '. ' ' r � .. ty for independent - +. i . u facility f .; ►'. i . � , - , T '` 4 - - seniors is built on a hillside r - - s - . F overlooking West " `: ;' _ _= - � i . - St. Paul. `' " s Th project consists of one G -e - _ . and two bedroom �; w - : ' apartments with a full range i- �� ; : c _ y . p� S= : ti of services. Full dining is .a . . -.. ' —� °� , ' ;� • :' ' "' provided in addition to a full y ` 4. _ - - �� range of activity for the 4 _ :r ._ , - ` ,s 11 • ,. -r• supportive program. = ,''`` f ` 1 ��� :: Underground parking is ? , #%' -' " , 1 1u ` t . 1 r 4 provided for the residents as II x��� -. ` ti ( •,� ' ;. u_ 4 ,�p 1 e4- well as surface parking for „i t> ; I r t � l ill guests and staff. 1 _. Vi "• i s. +i " w�.�.�g� l g - - -ill. a%. ~ F. �, A �- a ,2 I - -- - — .— __ —_ —_ 1 AI _ ,.,- .. • - ; ! l mow: @ ; � � •' } S ..4.;.,‘„. J - . M .� �" � a p.- . :.K 1, 1 ' •? ;: r a.z• .1 =S ; ' � - 4 : fig 4. ' - • .. 'F .4 t.. ' v ' `-4 . �f / 'fit_. �1 " ✓' �_ . i • !./l -`... Y{ yt -. .•.•: . _ .'✓ AFL. fG, r,�V' e' - i { . , •:t : 1 [ : 'tip ! 3 s ,- . ;;v " " " ' .. �+rd;�• s q .i• , mi l` • • ''.'fir - - .4- - ` �+ �_ - - ti %� _ r � iis ' ) i "i.: -G Y' , _ ' :• • • •• . n!! aiaHiffUC s 7 it'.1i': 71 1 11141 ! f_- . • I Arvid Elness Architects Inc. 1 ) Villa Park Sponsored by area Lutheran churches, s" ""' "` y this 100 unit condominium development for older people, located 0. in Roseville, Minnesota, includes congregate dining, exercise rooms, !► j craft rooms, game rooms and full -time ' A s - ecurity. The project is managed by Lyngblomsten Support Services of St. �'��� y . Paul, Minnesota. F > . ' ' 'ffEtt Oro `* t:41/4 ,,,,, 'NIS ; .. . ,._ ... . . ,..\ / .. ,-- - "7.:.;r : . 4i ` ` i kV `` / ) l ,' , ,, is .. T, • .s ' S ;•:'' -•,- ? iie t°!. _ t o w ` ! � i ",-7, 7` ; y s ! ]4 i � 6" , T. 1. �. •'ma . • �Y p ; _ t ' q.3 ^rte. ". :, . �. t �, 1 , P YF . x '� e ' l ir �, � '3 ✓'� # six r _ .. N �. L� ti<.all r . " ;`e' { C : • - ,;:` ,, .-- - '4. 'I AS,„ . '*.,_ , , ,,t - -' : 4,:v t s Agir .,, ' '." ' - Y • ,-. , -� iii' - --",' - 3 y'.' • ert *CAA k . : ...,-. ` ``rte, to • --� "f _ ''�4e'+ ,,, _ °tea T€y r� Ilifv ¢ . •t 1x • #� . �ti a a i : '•-- s... _ = .., _ _ T "p •y am + +. % r +t 3 r ,tiji'rtlI „¢ z 4 4 ,, t;' • I/ Unlit ! 1 .• i , T Arvid Elness Architects Inc. The Fountains at Lake -in- the -Woods The Fountains is a 263 unit 2 housing project in east central z ; 4 . ` "g ,- -�- '' z. • • _ � < Florida. Designed to harmonize r `• 4 " ° � ; e . with traditional Florida ` - -,,- s ` . ` ` ` .v • : f g - architecture, the project is located ", °+'' ' ti � s. in an undeveloped wooded area .T � ' • _'' ' = - - amidst significant - v . i : • ' h t s ificant water features. -�• F . spaces within the Spa ' + , t'rt;, Y P k y . A, �: i Community project include a vaulted dining ' • . � Y I room overlooking a veranda and ` � , ti swimming pool, a library, chapel, 2 hobby rooms, a large community - T 1 room and on site shops. - ! . : , " . ..... _. IN �! , ) t � � Via. = � { .�= ,:.---_-,-...::-. .1, -;46' it . t itt--; - 1.? . - .T. - 3 ). 1 • _ Y .' ' 1 mow, .• .- 4 ,�, .; . r - _ w� ♦ _. s . ` .. 1 f /, __ . -- ) , ... , . *. . y ;f T " ` ,, rte s 7 x{r ' ! 4 -t ,c am r -`� . - .. . ,.: _ l i f 04:7 �'. t , . rgy, µ`y - ' 4 ' � } '3 r • v d °4 . ?.. , ,e. - i ya ' 7 }sir 3 Y � ! 0. i L , ; J ''ter } f , y J7 ` t i'4 • 3 �� Ci �, �{� - .Y - K '' i4J �'K r!' _ r D ` t om ' ..� i •' = f-s - x !i . <' : pc ' *---- , ' i � ` _ ' ��i' • t ''f. " ti-r., •w#i � �T _' ti► 44' .4 ; • c. 7 ti a r S 1 t_° -J m 4 - .ZTY. Y7'1' - `: ) . -..: ' : "" -V: :i , e 4.4_ ' i i�, : v i e■�k� , ` _..x"`f , io Wiz /.LLl1L Ay• } c_ 'mirk 4 111 70: 11111 1 L. ' t i n , s 114.. * '1 4 - * - •, . � , 7� . � s � . �..: '� ,,- ► fir �r l ` ? .1-.11$1' ., -, •vs ce 4,- v++' 1 .l �ls 'ti -<.. !+ S. F 111 [ I liijii lit `- 1 • Arvid Elness Architects Inc. II Oak Woods of Eagan 1 1 Oak Woods of Eagan Eagan, MN 1 Dakota County HRA 1 Set on a hillside, this 65 unit ' congregate living building evokes an 111 image of a "hillside village ". The ' stucco building with large roof overhangs has a veranda extending ' across the south overlooking a pond. The building features a community room with enclosed "porch" as the focus for the one and two bedroom independent living units. ' 1 ) i iffr , , yoe re c, i ? i 1- 1/ 4 7 O r re_ ,fir dea, .,_ __ _ _ ...,p0,":"- r ? �� .+ _ .ice • 06., �4 } ter/ T • / _ ' " y t � ti 4�" ' r �iJr y�i• � _ - r — • i t p : � R ; j . inaiii i G } t` + t +. rte T :.. ` . Vie ' 1 1 ` _ ilia - -. • J r • • ' '. • • 4�"� -. . _" _"_.. : v -,:, t • i+- . " it -+rs :,at �� - — Y�Y_ - -- . z• •� ?R.'L ``•� l� sr+ %' .ice / - F ._ 1 • s. if r co 1 • 1 • r f - - - . _._ _ _ -- . . .. .-....-.. .- ..r . _ . • 0 ' . ' ' . • ' . -- -.•-:,.; .. . -. n i i i 1 s l u' u I Arvid Elness Architects Inc. 0 Haskell Court Haskell Court West St. Paul, MN Dakota County HRA i This 42 unit congregate living building is set in an older residential area of • the city. The building is designed with - I 2 and 3 story wings and an extended front porch to help maintain the character of the existing 0 neighborhood. The project offers one and two bedroom independent living units with a large community / dining room, library, and entry lounge as the 11 focal point for the residents. i • -- .14 • • T ' „d•d *j - - 4, ... 41 . rri , ... , . .. , i y . . 1 • 't44".....::: �,.'�f i' • it; - _ • el C� %' I ` r ..� a :,, ,.. •gy p' • ) ' --.1.-__; w .1._--- W -4 . 1 . " ; ., 'a. .4) --; '1 I e i: - v .. . -,,,' .m . ' 1 _ `t'— s- . /�d�F �= •••••..g.... _ ; f, � ` - ' !• , I : j i 1 j�'� 'A . ;t 01'. > . ` t • n . : F � - -_ - '• ' -..,i4 - ,y �� ! • �. ' • :: � `\, • ' , f y ;R1 . ; .� �' r,/ ,o nisi :. up ii 3 II Di - 3 Dr , 1 mit j' i• if J -.T nyll Arvid Elness Architects Inc. 1 ' Eagle Ridge Place Eagle Ridge Place 1 i Burnsville, MN Dakota County HRA Thi congregate living development I ' consists of 40 one and two bedroom - independent living units, with future P. expansion for 20 more units. The building is centered around a 2 -story 31 covered / dining room with a large covered porch overlooking the 4 acre ' hillside site. 1 2 l '' .t --)---c � r P. • < lik .4•14 .d �l tit !rteir , i A . ' ti ; - _ _ '' V •-•-i . . 'l .: c +�.t{�,r-� b�. '."r -7 " " o - 6 •.t' �. - - ;tea*?V ti* ,+rli,' 2 , �; . .E , t i ffs .. �'C• '..4,.. ' L.:,i.:"4-•% ��', K .Y ./ �a Y wx• 7. j am - ` �,'L ` ^ , �� a ( _ � !' M , it ., . - '�' • 1. a w a qv 1 iv I 1 w 1 1 dui m r.t illinlinlirrirn kW • 1 Arvid Elness Architects Inc I Walker Elder Suites t I Walker Elder Suites Edina, MN Walker Companies, Inc. Craig C. Avery Co. A three -story 72 unit Assisted Living Facility designed to provide care to the I frail elderly in a residential environment. The design features the cluster parlor ' concept of assembling 5 independent units as one apartment. The architecture 1 recalls the styling of an all brick English country home complete with car court, entry parlors, and cottage charm characteristic of that period. 1 A ,, , , v , 4 . ... ,,,,,. -. •A iiii; . ...a , B`y_ A j • • .r _ma i " ^ ,• }_ .`" .`_�` -•- -7 l � {.'.'';, • • • r l - ,i �F•- � .- = '1.- • _ 1 •i� tit - r r 1 L - ./T - _I �.• ?df~L.♦ 1+1 �T�11 J �.� %'"h ���,` �w.1iY� •: �jt. . / � �� y am? 1 y . i L a t5 .. j • I _.,"". ♦_ y . • ,tL,�_ •t 1 1 ARV a , , ,vi '' it.,-..;,,.....,;,.,_,. a ; , 1 , .-ny , Oat" ?ti A . t i .i s`N<!!,I I ' "6"111F1; ' `�r r S - ( 3 ...,.. ........ . : . 77, - , , y , 4 , - . t .... . . ,,,. —,, ,,,,., .. , .. _. ... ,....., , -,.„ —,-;...___.- -,•-•:„. - -,:- - • .E�' , .• -. '•�.:r+. ti ;;: 14,..;,_ , •,.. ....7..7. •. r.. • � fa . r 'i":".' 1�M+n^ ) . . . 1 Z / i 4 11 4 4-1 • . , 47 - • . . ?II I I Will lig :110,11 7 "'III Ara.4 11/ 10 : ' 'Mnf:" 3 Arvid Elness Architects Inc. 111 3 Gideon Pond Garden 1 3 Gideon Pond Garden I Bloomington, MN 3 Presbyterian Homes 3 This addition to an existing seniors co-operative will provide 85 units of 3 assisted living housing. The new wing will provide full dining 3 facilities as well as an array of community rooms and "gathering" 2 partbrs. In addition a new 100 seat chapel and administrative wing are 3 also being designed. These new facilities will complete the private, 3 . landscaped central court for the I Gideon Pond campus. 3 2 . 2 I 3 , • . ' )!;),,7 • - i - ht, i 7 Cfil*Ttril--killr4. )11 C I . f: 4 AL— r.),,,,, 2 •.:-. :I ---e* i ..., - - . e s 1..4:2 77 - :_le, , ._ ........issimi.....__ i ir " _ ,.... i .. m i sy , .. . ..... 3 1 I - E!3ff 19 ff 3E3 , L t. . - .1g II, FT ! E:t., In.. . I ti RE w..171 — ,,C1111.1771. 1 --- - - 3 1. , r.!!36....L--_. , t • -- , e ...z=az,. ......,............... _ -......._. ,h. ,..•,,..., . - — - • ..,, . , . . .. 7., ..,., , -• - 41 •N ./P 1. k ,,-. — 7 .... ...- , 3 111 3 ga, I+ ■ 4 . Z . % • NIB " "� "oil £ . V rill MOM gift . Y� %IOW Ilia Wait ► a " mg gook, ♦I Sun Pub r June 3. 1992 trilMeMEEMOIN Now a • d t 1� �, paoa 7 slat• PIct'J f t I � i' y ��sa Mu /seta f .; " till i ^� I' � "' „ .. • "� ; 1 • . • 7 'rt. ,.1r4 no4 • .Cle ssMled Redthl i " A�' � tf $� 3 d. Also located in Edina k Nina to an existing union co-opera• • metal• ,� '!' "P'1q, L �• �� 'y, r r1L* j �' �M� Park Ma a n�lbcment comma- Ave ind will e Ada y'' � .. ; � t e l r '4.'� , :. provkle g5 units of h "punts Msprovunwa i.• • _ ' 1 " "` pity In Edinborough Park that assisted living housing. IIO081/6101 opened five years ago. "Edina Park Plaza is very unique" stated "A11 units." I!boss added. w1U ti >.. °t., ,y.: ••r.• - ,•,, GUIDE TO HOME FsR[M4f PROP • ERTY „•” ...; , .. Marketing Coordinator Sandy have full handicapped-accessible a kit Weber. "For example, we allow bathrooms, all will have kitch- Options for Senior Housin Continue To Pets wi a ta M azy wide- The new wing o- Housing Grow umrsual. P We k ha ve 202 hich units is v vide f dining facilities will as wt of independent living and assist- as an array of community rooms A s. Me deuund for a variety aed benefits of a tadltlorW aingk- facility is scheduled to begin in the r ed living. Living here is a and parlors. housing fa seniors incases. family home. Exterior upkeep. fall of 1992. Assisted living is an livs• does the :apply. Fro •'� s lifestyle—just because eed give Front security security services, lower care and ahemative for older adults who ages doesn't mean they seed give In addition, a 100 -seat chapel facilities that are built furhdepeo- snow removal are provided. need help with daily living. .r r - • a , dgrdignify and administrative wing are nt living b those designed for Individual units offer a living Assisted living at Minnesota r( ••�.� • . "' being designed. These new brili- de the frail elderly the chokes are room, dining area master bed- Masonic Home includes home -like III r ?1 . J7 , ' 'I t--1, ' y '� g Fditr Park Plan offers rerun- ties will compete the private, Not only increasing but becoming room. guest room or den, two moms and suites with three meats a "' .err .�: lid' , • ram dining, housekeeping, access landscaped central court for the more appealing as well. baths. laundry and patio. each day, mirky program caordi- 111'. z I :1 ` !r : • • . a b health care. and an abundance Gideon Ilona cam taxed personal care. and around- �� ir+., r' �: + Im d � i I 1 - of social activities. And. all of Paz For example. Minnesota Bond and lodging is an � d� _' this a available vridnont residents "The disvibml of apace at dm Maniac )tome in West that is also now availableund the-clock nonmedical supervision. •h air F each day. day- This program pro- n te! 7e having to bank Inclement wash- - Gideon Pond," Elness said. as Bloomington will offer the full dtrfera home-like -tike rooms with three ++"a,v K� err 3�r d7_Zit ..� et about fifty - Roan open tar EIIn Sias, tassel gm 7400 ). * w... So. in Mao u uhalski to y p design in o umme s gamut of senior living options meek ...the We summer. areas. This design encourages • wben dxadpleted Fiat the 36 unN vices a safe, secure environment ...th environment... germs, heated ganger, and total "Walter Elder Belles was As pat of Edinborough Park residents b interface with neigh- • v .. . • • .. • • security at reasonabk renal rates. des specificall for the frail the amenities, stie access to n indoor born and less In turn. they ,� � :'r. •. -•. • •.. - .:.a ' • u. such as an Indoor _.� �t institutional become less dkpendedx " fill a ' - • r elderly:' Elness cxplairned. For the leisure :ounce that contains tadm- ..-:1; but is like h T e add of a To Center pas; several yeah, Elaesa has ppd toter: u ats. r ainphidxat The assisted firing concept, �i.`," t - -' r which is cur►endy In the desi desigrned housing for :onion out, and rfall s I �, MM w phase. will provide interior and P ports areas. Elness continued, ps grown to I! Apartments contain 24 -hour where the concept corers • li jf '��N•` "'�', The nursing hone at Mamma designed exterior community space, and is A Ihrce -story 72-rnit resisted emergency response systems. broader spectrum of the senior I; M NIA Masonic Hang provides dignified as an extension of the living facility, Walker Elder Suits One and two bedroo m apartments population. 'The environment in historic administration building. A was designed to provide dare to vid dare in a Medicare- and Medicaid- offer a selection of amenities: ' large. open promenade will be sur- the frail elderly in a residential our new fscUiti jz be s,r is 5 Y:, i� erytified facility. Twcaty -roar hour maid and linen service. trans- �� s ti rounded by a general more. cafe, eaviroronent like is not ,e. R es i dentss e n nursing and therapy programs are museum, post office. library. and porudon spa, and 24-hour mu- l home, Residents enjoy but oy son • •+- ,a available. Expansion of the nun 'Th - lounge. A terrace will provide a e units at Walker are sang, tiny we offered at a low fa, and tdirc. open stairways. carpel " *�: �` t lag bound is scheduled to begin prorated outdoor sitting and saiv- but clustered.** Elness expainded, and the surf doesn't wear uni- this fall. ity space during warm weather. "with parlors that are common b Apartments at Edina Park forma, These are the kinds of Ahem a k arvM w aerl bung yak Tome Cn,t rat Mtgaear Maw* so or five units." This cluster- so re amain their own kitchens tidings flat make t ike b s r ak e _ • - lla elrrmtn wu. wMeh wigM rarfardpta. yarnbt y. A congregate living concept is In Edina, Welker Ehkr Suits at parlor concept assembles five ni re contain corn d:oot their own went communities Gee henna" ar.a • also in the worts, which a tema 7400 Yak Ave. So. is scheduled independent units as one amt - b may choose to oat at . independent cluster hones were On Is earkbed with an activity lively scheduled for 1993. for occupancy on fhb summer. moot. according , , _, _ , , 0I private restaurant, which is Then tams b he the key tape "sue Inc active. Independent proven:. Cnngregae living Wirth Mdepeu- to Arvid Elness o open All living space a come- dent apanmem living with ameni a oen seven days a week. dente r s to many of the in g up in 1 Meetly located on a angle eve) Construction of Minnesota des such m on -sit dais Redid- Arnie Elness Architects. o f, Inc. In Architecture teinln at Walker Elder comer isi are popping is G Minneapolis. architect of the pro- Suits a tetnfnisecrit of the styling Another tallier housing Poled communities everywhere—a and offers residents the privacy Masonic Home's assisted Irving ties and physical wellness pro- jai. or a (sick Gdglist, country home• that will soon be underway is "homelike" atmosphere and cum• cimdplele with car court. entry Gideon Pond In Bloomington. lost, If you've never visited one. parlors and the cottage charm "Construction is scheduled to you may be very surprised at that is chavactcrissic of tie nil- begin this fall." Elness said about what you find, °d• the inject, whkh Is In addition 1 . "Hill rarnii. , t,'i11 - - 51 um fill 1 t -wi ae 32 8 Arvid Elness Architects Inc. I Assisted Living Facility ' Winter Park, Florida This 72 unit housing development for 2 the frail elderly is nestled into a I residential neighborhood off of a busy zo residential arterial road. A protected wetland area provides dramatic views z for many of the units and community spaces. The two story building n contains 4 and 8 units sharing a cluster parlor, creating a sense of ' 2 small neighborhoods within the development. The Florida "cracker" 2, style, using large overhangs, stucco walls, and standing beam metal roof. 2 2 I 3 ` -.. � 1 ,x ::• - 1�� ' 3 I f r ■ 1 j , , ., .-1 , , „,. ] 1 „ 1" "�` 'rte 3 ', .` r r.' . . ] - ,:':,- IC -, _ i x• tilfr . i . y , z II ] . � ' ; } _ 6 :,I s• - . .t."_.'-"'ke'''`�..l,L °r''.:44 141a�7lR: � ' . [ _ I _� o A '1' ;A .Ma w 7 ll U 11Ri __rr , i ;Avg • 1, inert � iii. p ` (rw�4 Y�. .: .5i 1 i , „� 1 s r f 's i ' � 4.1 QL_"'_g "' T . j --• � 7 ►11.ie.� " I ireav r. ;.:t _ + '1,17-:-.::, '• �E �'' �rtoS�iiq ,* X Y�,�su! 7 t " @i �� - - ?':- - -� F , � I rt; ,, n c ° fir • ; :i 'r ti ^��"��"'` _ _ __ - - _ ��rillfkc� �. 1 G�i� 'Krr' a a�6:y,tC � "� � � ''- -'- ,,... __, - . '''.,' .--. la. , i, i lsit,. _ • .. '� '^uwrl`wt•.nM.w..c.r�(y∎ 3 1 ., 4 1 3 3 - 1 1 ii 2 4 ,1 ,∎1?rTi"1rfMuffj. - 1"',ti ! N liiIIilt ! TT l %:r' ' n Arvid Elness Architects Inc r . Rosewood I Maplewood, MN I A formal exterior entry court brings guests into an 80 unit assisted living project. The three story building is I based upon an "H" shaped plan with a . focus of community spaces in the center "main house ". The configuration of the building I minimizes corridor lengths and creates separate wings which affords so flexibility in levels of personal care I and social requirements of those residents. The Georgian style of architecture - provides a stately manor home appearance further enforced by its symmetry. The third floor has been I built into the attic space to reduce the apparent building height and mass. • 2 11 l it 4 Is ;4 1 .. • // / 1 .... ) ., , , it .,6 ..:,,, ,,‘ ",,,,../\\\ ■t 1 T j J 1 r! ,,.7 .. _ Zc , 7: r y I -� ■ o .. `[ j ,`fit. ,, -h y ) Did ,: • T___.=-. „ �� I rlisl► i i ,I ii i i it ' I `. l t •. y _ a � II _ It — , IV at o -.V 11 1r ' , ' „ I ;/ WI , ��.,y, J , •ar i ° °, i 1 11 ; LL B I I y � { I b r 141 2 + �i✓+«J wtls••,.' y �1. :�- v , -R gar ! :, . :• I f f l r... . A p. , i J p w S- • ;_,its!,;..-... i y w -. _t = _ !� .re� t F �. ._ _•.. '� ! '!! ?• T�+s • 11 ' � •� - f V • � , ..EE ,,•`� ' F ,� yr�” ra+•.,. Tr � •_ . , I sf '' 7” , aS • 3 •• .... __. 1 31 . 1 .. 31 ___........ Project Market Decisions June 30, 1992 Mr. Paul Krauss Director of Planning ' City of Chanhassen 690 Coulter Drive Chanhassen, Minnesota 55317 1 Dear Mr. Krauss: 1 Project Market Decisions of Cincinnati (PMD) is pleased to submit the following proposal to conduct a senior housing market feasibility study. 1 PMD is recognized by the retirement housing industry for the development of a proprietary database, Senior Market Report (SMR), that allows market segmentation of elderly households. Clients nationwide have come to rely upon the SMR for under- standing and targeting markets for retirement housing products. PMD's staff has also conducted numerous retirement housing feasibility studies aided by SMR computer models that allow our staff and the client to cost effectively evaluate several project scenarios. We have proposed a Scope of Services that will examine the market potential for several types of retirement housing including assisted living units, independent congregate units and independent cottage units. Local field work and project management will be provided by PMD's Minneapolis office. We are confident that we have the resources and type of expertise you need to make an 1 informed decision about the future development potential of senior housing in Chanhassen. We would sincerely enjoy the opportunity to work with you on this project. 1 Please feel free to call me at 513/521 -3399 or Rob Chelseth at 612/340 -0711 if you have any questions or wish to discuss any aspect of this proposal in further detail. Sincerely, r ject Marke De Mi hael J. Starke Pr sident MJS /fea /chan Attachments r 800 Compton Road - Suite 21 Cincinnati, Ohio 45231 -3849 • 513 - 521 -3399 • FAX 513- 521 -7733 1 Mr. Paul Krauss Proposal to City of Chanhassen INTRODUCTION I Project Market Decisions (PMD) with its Minneapolis office will conduct a complete market feasibility analysis for senior housing in the City of Chanhassen. The purpose of this analysis is to assess the market need /demand for various types of elderly housing in Chanhassen such as, independent living in congregate apartments (typically medium to 1 high rise units) or cottage style homes (typically single - level, attached units) and assisted living units. BACKGROUND I The City of Chanhassen wishes to better understand and address the needs for housing 1 and related support services of the city's seniors during the next three to five years. The City is also interested in exploring how these needs may be met if located on a site within one of its designated development districts. There is particular interest in designing a I project that would not require elderly to entirely spend down their resources to meet project /program guidelines. I PMD will work directly with the Chanhassen Planning Department staff, the City Housing and Redevelopment Authority, City Council, and the Chanhassen Senior Commission. I SCOPE OF SERVICES 1 The following scope of services delineates PMD work tasks. Phase I : 1 1. Define a market area for a retirement community located in Chanhassen based upon factors such as the presence of physical and /or psychological barriers, site accessibility and driving distances, and development trends, that may effect the facility's ability to attract residents. 1 2. Evaluate selected sites within identified development districts using specific criteria to assess suitability for a seniors housing community. Sites will be prioritized by the extent to which they fulfill site and Iocational requirements. (Please see Attachment A for listing of important site criteria). A site(s) will then be chosen for further analysis. 3. Interview key informants to determine the general awareness of and receptivity to retirement housing options and concepts on the part of local 1 June 30, 1992 Page 1 1 1 1 I 1 Mr. Paul Krauss Proposal to City of Chanhassen area seniors. Feedback about the selected site(s) and the current and I anticipated need for elderly housing will also be requested from interviewees. I Key informants include, but are not necessarily limited to representatives from local area agencies on aging, senior centers, and existing providers of retirement housing. Many work with seniors on a day -to -day basis and I can provide valuable insight about attitudes and concerns regarding housing and services. I 4. Describe the residents of the market area from a demographic and economic perspective using PMD's SMR database on the elderly - (See Attachment B). This analysis will identify emerging trends among the elderly I population in the market area and within a general geographical context, such as Hennepin and Carver counties. 1 5. Evaluate the local real estate (primarily single- family) housing market to gauge its current and expected impact on the development of additional • housing for seniors in Chanhassen. Many seniors are homeowners and 1 need to sell a home before moving into a retirement community. For this reason it is important to assess the average time a property is on the market. Median home sales is also obtained to estimate the extent to which I the market may be modified by the contribution to income generated from the investment of home sale proceeds. 1 6. Segment the elderly households in the market area by size, age, sex of householder, tenure, and home value /rent to estimate the depth of the I market for assisted living units, independent congregate units and cottage style units. I 7. Identify, document and define all existing and planned retirement housing products in and adjacent to the market area that are likely to be competitive with the Chanhassen seniors housing development. Area providers can I provide necessary information such as fee structure, occupancy, meals, services, and fill period. They can also be very helpful in elucidating potential qualitative issues. 1 8. Using PMD's proprietary model, analyze the potential for each product type given various rent and fee scenario's, (See Attachment C). Feasibility tests I are generated that clarify the relationship between market size and fee structure. 1 June 30, 1992 Page 2 1 1 1 Mr. Paul Krauss Proposal to City of Chanhassen 1 9. Estimate fill period for project components based in part on findings from market feasibility research, absorption experience of local comparable I facilities and industry norms. Gauging the time required to rent the project's units is instrumental to estimating its financial feasibility. 1 PMD will proceed with Phase 11 assuming that Phase 1 research and analysis indicates measurable market demand for the project. 1 Phase 11 : . 1. Provide a schematic design and other materials that effectively convey the I proposed facility, with the intent of encouraging community support for the project. 1 2. Identify appropriate ownership and management options based upon the nature of the seniors housing facility need /demand as indicated in Phase 1 I. 3. Generate preliminary cost analysis and cash flow model. (See Attachment 1 D) 4. Conduct two on -site focus groups to test the proposed project concepts 1 developed in Phase I and elements 1 and 2 of Phase II. 5. Revise product definition based upon results of Phase 1 and Phase 1I I activities. 6. Prepare a written report documenting the research, findings and 1 conclusions of the analysis. • Project Staff Resumes on project staff are included in Attachment E. 1 Michael J. Starke, President, will serve as Principal -in- Charge and will ultimately be responsible for all aspects of this project. 1 Rob Chelseth, Vice President, will serve as the Project Manager of this project. He will be responsible for and will be the local contact with the City. 1 1 June 30, 1992 Page 3 1 1 1 Mr. Paul Krauss Proposal to City of Chanhassen Time Frame 1 Project Market Decisions is prepared to start within one week of written notification to proceed and receipt of the initial retainer. 1 Phase I work activities can be completed in three months. Every effort will be made to complete Phase II work activities within the remaining three month time frame indicated 1 in the RFP. 1 Cost The fee for this engagement, which includes the complete analysis Phases 1 and II, for 1 Chanhassen examining various sites and product types is a fixed fee of $13,500.00 plus out -of- pocket expenses not to exceed $1 ,500.00. Out -of- pocket expenses include air fare and related expenses for three site visits to Chanhassen by Mr. Starke. I Payment Schedule 1 Payment 1 - $3,000.00 - Initial retainer due with written authorization to proceed. Payment 2 - $4,000.00 - Due upon completion of task Payment 3 - $6,500.00 - Due upon delivery and presentation of final report at the end of 1 Phase II . I Expenses will be billed on a monthly basis and are due upon receipt of invoice. If additional work beyond this proposed scope is required, PMD would be willing to I provide an estimate for the cost of additional services to be provided which would be charged on an hourly basis plus expenses. 1 1 1' . 1 1 June 30, 1992 Page 4 1 1 SAMPLE PROJECTS AND CLIENT REFERENCES 1 Project Market Decisions Following are a few sample projects which provide an overview of the type of projects 1 PMD has completed. SPRINGMEADE RESIDENCE and HEALTH CENTER - Upper Valley Medical Center, Tipp City, Ohio. In the fall of 1989, the Upper Valle Medical Center (UVMC), of south central Ohio I Y embarked upon the process of building a retirement community in Tipp City since named SpringMeade. UVMC while primarily an acute care provider, wished to explore the further 1 diversification of its services by adding long term care and retirement housing. SpringMeade includes a 97 -bed skilled nursing facility and 80 coach homes (attached 1 duplex units), independent living retirement village. SpringMeade is located at Interstate 75 and County Road 25 -A in Tipp City, Miami County, Ohio on 37 acres of farmland. I AdCare Health Systems, Inc. of which PMD is a division, has worked with UVMC from project conceptualization through construction to project opening and management. 1 AdCare's involvement is distinguished in several ways: • Site selection including preliminary determinations of market depth by site I to prioritize potential site locations. The final selection was made with input from focus groups comprised of market area residents. • Use of PMD's proprietary Senior Market Report to assess market feasibility 1 and to pinpoint the target market by household type. • Focus group implementation to help refine consumer preferences for unit 1 types and amenities and community features. • On -going involvement in planning, budgeting, pre - marketing and 1 construction. • Marketing SpringMeade by assisting in promotional activities and the design of marketing materials, and in the development of sales strategies. AdCare continues its involvement by providing management services to SpringMeade. 1 Reference: Mr. Martin Burke Upper Valley Medical Centers, Troy, Ohio (513) 332 -7913 1 June 30, 1992 Page 5 1 1 1 WALKER ELDER SUITES - Craig C. Avery Company, Bloomington, Minnesota Craig C. Avery Company along with Walker Management, Inc., a subsidiary of 1 Minneapolis -based Walker Methodist, retained PMD to conduct a market feasibility analysis for a new stand -alone assisted living facility to be located in Edina. 1 The analysis involved: • Determination of a realistic market area for the project; I Pr Preparation of a detailed data profile of the market elder) • ep P elderly households; 1 • Analysis of existing, planned, and proposed products in and adjacent to the market area; and, 111 Assessment of the feasibility of developing and implementing the Walker Elder Suite concept in Edina. 1 Walker Elder Suites in Edina is currently under construction and two months ahead of schedule with an opening expected in mid -July. The three -story brick facility will consist I of 72 one- and two- bedroom suites. Monthly fees are anticipated to range from $1,725 to $2,175. I Reference: Mr. Tim Getty Walker Management, Inc. Minneapolis, Minnesota 1 (612) 827 -5931 1 OAKWOOOD VILLAGE RETIREMENT COMMUNITY - Walker Management, Inc. In 1988 Michael J. Starke, working as a consultant to Laventhol & Horwath, conducted 1 market overview, market segmentation and positioning analyses for Walker Management, Inc. for Oakwood Village, a continuing care retirement community located in Springfield, Ohio. Walker was acting as the marketing firm for Oakwood Village, under contract to 1 Mercy Health Care System. This engagement entailed a careful analysis of the strengths and weaknesses of an 1 existing facility to discern what specific market factors were effecting the projects ability to fill units. Recommendations included: 1 • Reducing entrance fees to a level more in line with market area home sale prices; 1 June 30, 1992 Page 6 1 1 1 • Modify the current program offering to appeal to younger households, age 70 to 74 years; and, • Increase outreach through networking to attract residents from outside the market area. Reference: Tim Getty Walker Management Inc. Minneapolis, MN (612) 827 -5931 1 BURNSVILLE SENIOR HOUSING STUDY - City of Burnsville 1 While working as a manager for Laventhol & Horwath, Rob Chelseth conducted a demand study for alternative types of market -rate senior housing in Burnsville, Minnesota. 1 This study involved measurement of market demand for a full range of senior housing types, and the evaluation of the suitability of four alternative sites. The study also examined proposed services to be offered, cost /fee structure of housing and services, as well as alternative financing possibilities for the project. Reference: Greg Konat 1 Community Development Director City of Burnsville ' Burnsville, Minnesota (612) 895 -4400 1 1 1 1 1 1 June 30, 1992 Page 7 1 I ATTACHMENT A 1 Site Evaluation Checklist 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Elderly Housing Site Evaluation Check List 1 Evaluation Criteria 1 Site Services Available: Vehicular Access to Site: Property Zoning: 1 Fire and Police Protection Proximity: Emergency Health Care Proximity: 1 Full Service Hospital Proximity: Degree of Neighborhood Safety /Security: Cultural Facility Proximity: (e.g., Theater, Library, Museum, etc.) ' Religious Facility Proximity: Convenience Shopping Proximity: (e.g. Bank, Drugstore, Cleaners, Deli, etc.) 1 Park & Recreation Facility Proximity: Major Shopping Mall Proximity: Public Transportation Access Point: ' Surrounding Land Use: Project Design, Compatibility with Surrounding Neighborhood , Nearest Similar Facility: 1 Total Score: Scoring: Maximum Score = 100 Points , 85 to 100 Excellent Should appeal to wide market. 70 to 85 Good Site Depending on negatives - may have slightly limited market range. 55 to 70 Average Site Need to carefully evaluate negatives - may have limited marketability. 0 to 55 Below Average May be more risks than necessary - get several additional opinions. Note: Specific criteria by factor and associated weighting have been omitted for this sample. 1 1 1 1 ATTACHMENT B Sample: Senior Market Report Tables 1 1' 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 SENIOR MARKET REPORT SUMMARY TABLE A 1991 ESTIMATES: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST 1 MEDIAN MEDIAN AGE OF HOUSEHOLD COUNTS MEDIAN PRE -TAX INCOME HOME MONTHLY ' HOUSEHOLDER TOTAL OWNERS RENTERS TOTAL OWNERS RENTERS VALUE RENT ALL I HOUSEHOLDS 65 AND OVER 51218 44201 7017 *22.750 124,068 114,719 226,158 :480 65 -89 16570 14428 2142 $24.574 125.999 $15,714 70 -74 15723 13664 2059 *24,134 *25,321 $16.067 75-79 10917 9343 1574 *21.188 $22.373 114,462 I 80 -84 5213 4406 807 *19.188 120,858 *12.142 85 AND OVER 2795 2380 435 *17,474 319.100 $10,777 ONE PERSON I FEMALE 65 AND OVER 13676 10210 3466 *10,995 *11,790 39,295 *62,550 3440 65-69 4005 3009 996 311,327 312,183 39,316 70 -74 3886 2917 969 312.047 *12,838 39,687 I 75-79 3096 2303 793 *10,822 *11,605 *9,238 80 -84 1642 1210 432 *9.740 $10.220 *8,828 85 AND OVER 1047 771 276 *9,613 *10,031 *8,595 1 ONE PERSON MALE 65 AND OVER 3964 3003 961 *13,338 314,158 510,459 *70,402 $294 65-69 1211 921 290 314.289 *15.093 *11,511 I 70 -74 1154 878 276 *14,615 315.361 311.750 75 -79 893 675 218 313,175 313,958 310,441 80 -84 486 362 124 *10,765 *11,554 59,081 85 AND OVER 220 167 53 39.870 310,857 $8,200 I MARRIED COUPLE HOUSEHOLDS 65 AND OVER 32656 30103 2553 $28,485 *28.832 $24,214 $98,483 $831 I 65-69 11047 10205 842 *29,817 *30.241 325,432 70 -74 10383 9583 800 $29.076 *29.394 125.043 75 -79 6720 6166 554 526.617 *26,959 $23.050 80 -84 3015 2764 251 $27.310 *27.744 *22,222 85 AND OVER 1491 1385 106 525,384 525,911 *20,227 • OTHER I HOUSEHOLDS 65 AND OVER 922 885 37 323.059 $23.171 $16.250 892,453 1411 1 1 1 YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISION Air - - - - 1 1 I SENIOR MARKET REPORT 1991 ESTIMATES FOR: SAMPLE MARKET AREA SUMMARY TABLE B 01107/92 SAMPLE COUNTY. ST 1 TOTAL 65+ HOUSEHOLDS BY TYPE 1 OTHER (1.8%) 1 .1 PERSON FEMALE (26.7%) 1 1 Nimmiliiiiii___:: '' '.441411111111 " 1111111111 11144 , 4 il l _ 11 _ 1111 *, 1 PERSON MALE (7.7%) 1 MARRIED COUPLES (63.8%) illiAlr ./ 1 1 MEDIAN INCOME FOR 65+ MILOS BY TYPE 1 30 28 - V r 26 - II 24 - 22 - : 4 20 - • • 111 16 - ■ • ■ 4 A ." ; I 1 4 I g 12 VIA Ivo" 10_ N :1:::$. . ■ 1 6 - P'• .:4 ........, ........; :::::: .......... • 6...e. ...:-: • • 4- iiiig t • :•: : 4 :......, .......e. " I 2 - 0 *kx. ...4 oy...., :$: \ 464 TOTAL. OWNERS RENTERS 1 HOUSEHOLD TYPE I r44. 1 PERSON FEMALE tal 1 PERSON MALE ED MARRIED COUPLES 0 1 12 OTHER 1 -1 4 YOUR NAME HERE 1 SOURCE: 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISION 1:17 1 SENIOR MARKET REPORT SUMMARY TABLE C I 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST 1 OWNER 65+ HOUSEHOLDS 1 BY TYPE OTHER (2.O%) 1 , ) * I SON FEMALE (23.1 %) 1 1 PERSON MALE (6.8%) I MARRIED COUPLES (68.1%) , 4p 1 1 1 RENTER 65+ HOUSEHOLDS BY TYPE 1 OTHER (O.5 %) 1 ` 1 MARRIED COUPLES (36.4%) 1 PERSON FEMALE (49.4%) 1 ‘11.(1( -.----------- / ---- 1 1 1 PERSON MALE (13.7 %) / YOUR NAME HERE iii SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISION 1 1 SENIOR MARKET REPORT TABLE 1A 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST 1 ALL HOUSEHOLDS HOUSEHOLD INCOME TOTAL BY AGE OF HOUSEHOLDER 65+ 75+ (000'S DOLLARS) 65-89 70 -74 75-79 80-84 85+ HHLDS HHLDS TOTAL 16570 15723 10917 5213 2795 51218 18925 LESS THAN 5 811 688 621 373 225 2716 1219 I 5 TO <10 1727 1576 1345 797 481 5926 2623 10 TO <15 1831 1780 1446 858 500 6415 2804 15 TO <17.5 1021 1040 831 345 192 3429 1368 17.5 TO <20 1040 1054 839 344 194 3471 1377 I 20 TO <22.5 1018 1053 790 297 179 3335 1266 22.5 TO <25 1010 1027 720 265 139 3161 1124 25 TO <27.5 759 844 555 216 112 2486 883 I 27.5 TO <30 887 861 570 216 108 2640 892 30 TO <35 1370 1155 811 318 151 3805 1280 35 TO <40 974 882 679 217 106 2858 1002 40 TO <50 1404 1211 671 309 162 3757 1142 I 50 AND OVER 2720 2554 1039 658 248 7219 1945 MEDIAN INCOME 24574 24134 21188 19188 17474 22750 20140 MEAN INCOME 35074 34766 28389 29225 25489 32432 28179 1 ALL HOUSEHOLDS I BY AGE AND TENURE 18 17 .isi 1 16- ❖. 15 '" • :� .O•. .• .�.•. . ❖. . • • 0 .. y• . . .•� gk itI .:+:. . . ` .•. y y rri .. 1 :� h . �`i \ \ � / 0 65 -69 70-74 75 -79 80 -84 85+ 1 AGE Cr HOUSEHOLDER !Kg TOTAL ® OWNERS ® RENTERS 1 YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS i _14 1 1 SENIOR MARKET REPORT TABLE 1B I 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST ALL OWNER HOUSEHOLDS 1 HOME VALUE HOUSEHOLD INCOME OWNERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS I (000'S DOLLARS) 65-69 70 -74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN TOTAL 14428 13664 9343 4406 2360 44201 16109 86158 100455 LESS THAN 5 577 487 441 268 160 1931 867 42835 48202 5 TO <10 1249 1126 962 567 343 4247 1172 55988 50827 I 10 TO <15 1522 1476 1196 705 411 5310 2312 72047 78506 15 TO <17.5 847 863 691 289 181 2851 1141 77272 85920 17.5 TO <20 895 883 704 286 183 2931 1153 77156 85822 I 20 TO <22.5 924 959 712 281 160 3016 1133 92191 105559 22.5 TO <25 923 939 656 245 127 2890 1028 91866 104214 25 TO <27.5 692 770 507 199 102 2270 808 93584 106250 27.5 TO <30 804 788 521 198 101 2412 820 92641 105695 30 TO <35 1223 1032 728 288 140 3411 1156 105415 120194 35 TO <40 886 793 612 193 07 2581 902 104952 120201 40 TO <50 1295 1115 818 283 149 3460 1050 120488 137975 I 50 AND OVER 2591 2433 995 626 246 6891 1867 137002 156209 MEDIAN INCOME 25999 25321 22373 20858 19100 24088 21563 MEAN INCOME 36981 36665 30034 31321 27657 34353 30038 1 ALL SPECIFIED AND CONDOMINIUM OWNER HOUSEHOLDS WITH HOUSEHOLDER 75+ I VALUE OF HOME (000'S DOLLARS) HOUSEHOLD INCOME LESS 40 I0 70 80 90 100 150 200 (000•S DOLLARS) THAN TO TO TO TO TO TO TO AND I TOTAL 40 50 70 $0 90 100 150 200 OVER TOTAL 10666 1052 1509 1030 1093 1069 812 272$ 696 697 LESS THAN $ 659 260 124 51 44 24 15 37 3 1 5 TO <10 1245 365 323 151 133 74 12 136 $ 1 ' 10 TO <15 1653 211 310 212 209 148 111 300 26 21 16 TO <17.5 750 53 151 89 M 79 11 176 21 12 • 17.5 TO <20 766 52 154 N 101 64 61 173 20 12 I 20 TO <22.5 742 21 52 77 55 67 72 227 60 38 22.5 TO <25 68 29 73 86 77 85 66 206 45 33 2510 <27.5 532 14 56 52 59 66 12 188 30 26 27.5 7000 539 13 67 53 64 61 52 171 36 28 I 30 TO 05 770 9 M 53 56 • St 95 75 278 71 36 TO <40 596 6 41 41 56 79 65 211 55 63 401000 899 11 30 27 36 79 66 266 65 109 I 50 ANDOVER 1265 9 65 41 50 101 31 375 236 286 MEDIAN INCOME 21518 1643 14959 17550 11013 23604 23696 26529 37578 45272 MEAN INCOME 30247 11051 16961 22125 23948 30450 30614 36384 63641 81104 1 YOUR NAME HERE I SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 113 I 1 1 SENIOR MARKET REPORT TABLE 7C 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01107/92 SAMPLE COUNTY, ST 1 ALL RENTER HOUSEHOLDS GROSS RENT HOUSEHOLD INCOME RENTERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS I (000 DOLLARS) 85-69 70-74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN TOTAL 2142 2059 1574 807 435 7017 2818 488 513 LESS THAN 5 234 199 180 107 65 785 352 272 294 I 5 TO <10 478 450 383 230 138 1679 751 377 395 10 TO <15 309 304 250 153 89 1105 492 465 488 15 TO <17.5 174 177 140 56 31 578 227 505 541 17.5 TO <20 145 171 135 58 31 540 224 503 539 20 TO <22.5 92 94 78 36 19 319 133 599 673 22.5 TO <25 87 88 64 20 12 271 98 603 674 25 TO <27.5 67 . 74 48 17 10 216 75 603 677 I 27.5 TO <30 83 73 49 18 5 228 72 591 661 30 TO <35 147 123 83 30 11 394 124 689 776 35 TO <40 88 89 67 24 9 277 100 583 680 40 TO <50 109 98 53 28 13 297 92 645 735 1 50 AND OVER 129 121 44 32 2 328 ME 78 910 995 MEDIAN INCOME 15714 16067 14482 12142 10777 14719 13093 MEAN INCOME 22235 22185 18484 17783 13724 20333 17548 1 1 ALL RENTER HOUSEHOLDS BY AGE .1 1 85+ (6.2%) 80 -84 (11.5x) `, 11115-69 (30.5%) 1 �� 75 -79 (22.4%) � ' I -%\ 1 70-74 (29.3%) 1 1 YOUR NAME HERE SOURCE: 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 1 1 SENIOR MARKET REPORT TABLE 2A 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST ALL ONE PERSON HOUSEHOLDS 1 HOUSEHOLD INCOME TOTAL BY AGE OF HOUSEHOLDER 65. 75+ (000'S DOLLARS) 65-69 70 -74 75-79 80-84 85. HHLDS HHLDS ' TOTAL 5218 5040 3989 2128 1267 17640 7384 LESS THAN 5 752 635 576 346 212 2521 1134 5 TO <10 1517 1452 1237 732 450 5388 2419 10 TO <15 847 827 675 422 252 3023 1349 I 15 TO <17.5 468 481 377 150 91 1567 618 17.5 TO <20 381 484 372 151 91 1479 614 20 TO <22.5 98 121 131 92 52 494 275 I 22.5 TO <25 93 95 64 19 10 281 93 25 TO <27.5 70 77 49 16 8 220 73 27.5 TO <30 100 77 46 15 6 244 97 30 TO <35 241 193 121 35 18 608 174 , 35 TO <40 147 143 111 35 18 454 164 40 TO <50 264 210 112 45 25 656 182 50 AND OVER 238 245 118 70 34. 705 222 I MEDIAN INCOME 11998 12614 11338 9897 9667 11506 10514 MEAN INCOME 18524 18720 16070 14864 14009 17259 15369 ALL 1 PERSON HHLDS I 6Y AGE AND TENURE 6 1 ►�•i :$4 1 L . • •1 ii • VII :4 % f 4 % : �% : ' : fir IL 0 I 65 -69 70-74 75-79 • 60-84 65+ AGE OF HOUSEHOLDER _• :.» ® 1 TOTAL OiMNERS ® RENTERS 1 YOUR NAME HERE - i SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS I.1 i 1 I SENIOR MARKET REPORT TABLE 2B 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST 1 ALL ONE PERSON OWNER HOUSEHOLDS HOME VALUE HOUSEHOLD INCOME OWNERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS I (000'S DOLLARS) 65-69 70 -74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN TOTAL 3930 3795 2978 1572 938 13213 5488 64402 09565 LESS THAN 5 525 444 402 242 149 1762 793 40806 46007 I 5 TO <10 1065 1014 864 510 312 3765 1686 54599 58042 10 TO <15 859 643 521 321 191 2335 1033 65555 68442 15 TO <17.5 363 372 294 117 72 1218 483 71086 75385 17.5 TO <20 298 375 289 116 70 1148 475 70434 74440 I 20 TO <22.5 75 97 104 73 43 392 220 80588 90000 22.5 TO <25 72 74 49 16 8 219 73 78333 60921 25 TO <27.5 54 ' 60 39 13 6 172 58 83333 88750 27.5 TO <30 78 59 36 12 6 191 54 82000 68600 I 30 TO <35 185 149 94 27 15 470 136 88823 103858 35 TO <40 118 111 87 27 14 357 128 86500 101400 40 TO <50 228 180 95 37 20 580 152 106578 120164 50 AND OVER 210 217 104 61 32 624 107 120000 140317 MEDIAN INCOME 12840 13408 12136 10527 10208 12309 11281 MEAN INCOME 19767 19953 16997 15770 . 15062 18387 16315 1 1 ALL SPECIFIED AND CONDOMINIUM 1 PER OWNER HOUSEHOLDS WITH HOUSEHOLDER 75+ I VALUE OF HOME (000'S DOLLARS) HOUSEHOLD INCOME LESS 40 60 70 90 00 100 160 200 (000'S DOLLARS) THAN TO TO TO TO TO TO TO AND I TOTAL 40 60 70 60 90 100 150 200 OVER TOTAL 3556 645 745 426 412 306 176 661 53 42 LESS THAN 5 521 255 113 46 40 21 13 31 2 0 I 5 TO <10 1134 354 293 136 120 64 44 117 6 0 10 TO <15 690 145 145 96 95 66 39 103 4 3 15 TO <17.5 311 35 70 45 45 32 21 SO 3 0 17.5 TO <20 304 35 71 44 45 34 16 54 3 0 I 20 TO <22.5 131 7 10 16 20 16 10 35 4 2 22.5 TO d5 36 5 5 • 5 8 3 0 1 0 2570<27.5 26 2 3 3 • 5 2 8 1 0 I 27.5 TO <90 25 1 3 3 4 4 2 6 0 0 30 TO <35 62 1 6 6 11 16 5 20 3 3 35 TO <40 75 1 6 $ 9 19 5 21 3 3 40 TO <50 91 2 4 5 6 17 6 37 3 6 I 50 AND OVER 126 2 7 • • 14 6 69 17 736 23 M EDIAN INCOME 10600 5 6427 11565 12395 16757 13675 15063 32600 68333 MEAN INCOME 15666 6329 11743 14421 16270 21376 15991 23452 47547 70236 1 I YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS = 1 1 SENIOR MARKET REPORT TABLE 2C 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 I SAMPLE COUNTY, ST ALL ONE PERSON RENTER HOUSEHOLDS GROSS RENT HOUSEHOLD INCOME RENTERS BY AGE OF HOUSEHOLDER 70TAL TOTAL FOR 75+ HHLDS (000'S DOLLARS) 65-69 70 -74 75-79 80 -84 85+ 65+ 75+ MEDIAN MEAN • TOTAL 1286 1245 1011 556 329 4427 1898 415 433 LESS THAN 5 227 191 174 104 63 759 341 267 290 I 5 TO <10 452 438 373 222 138 1623 733 375 393 10 TO <15 188 184 154 101 61 688 316 447 465 15 TO <17.5 105 109 83 33 19 349 135 488 515 I 17.5 TO <20 83 109 83 35 21 331 139 484 . 513 20 TO <22.5 23 24 27 19 9 102 55 565 652 22.5 TO <25 21 21 15 3 2 62 20 563 648 25 TO <27.5 16 17 10 3 2 48 15 547 635 27.5 TO <30 22 18 10 3 0 53 13 548 638 30 TO <35 56 44 27 8 3 138 38 683 739 35 TO <40 29 32 24 8 4 97 36 414 471 I 40 TO <50 35 30 17 8 5 96 30 480 508 50 AND OVER 28 28 14 • 2 81 25 786 843 MEDIAN INCOME 9591 9908 9425 8901 8633 9475 9134 MEAN INCOME 14725 14963 13338 12302 11006 13895 12829 1 1 ALL 1 PERSON RENTER HHLOS 1 BY AGE 85+ (7 4%) 1 �1 80 -84 (12.676) , 65 -69 (29.0%) 1 75 -79 (22.8%) ``` ' - .1';‘, , \\\\\\\\\\\ 70-74 (28.1%) 1 1 YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS Olt 1 111 SENIOR MARKET REPORT TABLE 3A 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST 1 ALL ONE PERSON FEMALE HOUSEHOLDS HOUSEHOLD INCOME TOTAL BY AGE OF HOUSEHOLDER 65+ 75+ I (000'S DOLLARS) 65-69 70-74 75-79 ' 80-84 85+ HHLDS HHLDS TOTAL 4005 3888 3096 1642 1047 13676 5785 LESS THAN 5 605 511 464 273 177 2030 914 5 TO <10 1222 1167 997 577 374 4337 1948 I 10 TO <15 658 646 528 325 208 2365 1061 15 TO <17.5 365 374 293 115 75 1222 483 17.5 70 <20 299 377 290 116 75 1157 481 I 20 TO <22.5 22.5 TO <25 73 95 103 73 45 389 221 68 72 50 15 9 214 74 25 TO <27.5 52 ' 56 37 13 7 165 57 27.5 TO <30 66 61 35 12 6 180 53 I 30 TO <35 131 106 69 22 14 342 105 35 TO <40 88 79 61 19 11 258 91 40 TO <50 179 142 75 28 17 441 120 I 50 AND OVER 199 200 94 54 29 576 177 MEDIAN INCOME 11327 12047 10822 9740 9813 10995 10141 MEAN INCOME 18072 18271 15534 14492 13878 16803 14939 I ALL 1 PERSON FEMALE HHLDS BY AGE AND TENURE 1 4.5 4 - i ii 3.5 - • ❖• • • •b ••O ii •:V. 3 - .•i7_ � ii .i� 'liL v F �'� Off o f :+• y.$ F 2 - •• .. eV A ••: i` :•::::.:• ••3% FI L :� 4: 0 65 -69 70 -74 75-79 • 80 -84 85+ 1 AGE OF HOUSEHOLDER :!K! TOTAL ®ONNERS ® RENTERS 1 1 YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS . COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 141[ 1 SENIOR MARKET REPORT TABLE 38 I 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST ALL ONE PERSON FEMALE OWNER HOUSEHOLDS I HOME VALUE HOUSEHOLD INCOME OWNERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS (000'S DOLLARS) 65-69 70-74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN I TOTAL 3009 2917 2303 1210 771 10210 4284 62550 69295 LESS THAN 5 423 357 324 191 124 1419 639 42857 47658 5 TO <10 857 816 696 403 260 3032 1359 54198 58411 1 10 TO <15 512 501 407 248 157 1825 812 64102 68446 15 TO <17.5 284 290 228 90 58 950 376 88918 74696 17.5 TO <20 233 293 225 89 58 898 372 68611 74253 20 TO <22.5 55 74 81 57 36 303 174 79375 89954 I 22.5 TO <25 52 54 38 12 7 163 57 74000 79393 25 TO <27.5 40 • 44 29 10 5 128 44 82500 88125 27.5 TO <30 50 48 27 9 6 138 42 77500 87857 I 30 TO <35 101 82 53 17 11 264 81 92000 103750 35 TO <40 71 61 48 14 8 202 70 92000 104285 40 TO <50 155 122 64 23 14 378 101 108333 123387 50 AND OVER 176 177 83 47 27 510 157 118750 140392 MEDIAN INCOME 12183 12838 11605 10220 10031 11790 10885 MEAN INCOME 19368 19525 16458 15339 14883 17940 15859 1 • ALL SPECIFIED AND CONDOMINIUM 1 PER FEMALE OWNER HOUSEHOLDS WITH HOUSEHOLDER 75+ 1 VALUE OF HOME (0001 DOLLARS) 1 HOUSEHOLD INCOME LESS , 40 40 70 00 90 100 160 200 (000'S DOLLARS) THAN TO TO TO TO TO TO TO AND TOTAL 40 00 70 80 00 100 160 100 OVER TOTAL 2623 560 557 344 311 140 164 432 43 30 LESS THAN S 427 197 101 40 32 15 13 27 2 0 5 TO <10 919 279 256 111 02 43 35 96 1 • 0 I 10 TO <15 947 113 126 77 72 37 32 81 4 3 15 TO <17.5 247 30 90 30 34 10 19 47 3 0 17.5 TO Q0 241 29 90 36 33 20 17 46 2 0 • 20T0<22.5 110 7 15 16 18 11 9 8/ 4 2 I 22.6 TO Q5 93 1 8 4 4 3 3 9 1 0 25TO427.5 24 2 3 3 3 3 2 7 1 0 27.6 TO d0 21 1 3 3 0 2 2 7 0 0 I 30 TO <25 46 1 6 6 9 9 4 17 2 2 3610 <40 42 1 6 4" 1 5 4 14 2 2 40 70<50 92 2 • 4 1 7 6 23 6 7 60 AND OVER 102 2 7 7 7 9 7 31 12 20 I MEDIAN INCOME 10593 7403 9406 11346 12123 14210 13030 16826 23750 89623 MEAN INCOME 15615 8560 11547 14265 16200 19694 19871 33711 43001 70419 1 YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 1_1 1 SENIOR MARKET REPORT TABLE 3C 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST 1 ALL ONE PERSON FEMALE RENTER HOUSEHOLDS GROSS RENT HOUSEHOLD INCOME RENTERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS I (000' DOLLARS) 65 -69 70 -74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN TOTAL 996 969 793 432 276 3466 1501 449 482 LESS THAN 5 182 154 140 82 53 611 275 279 301 I 5 TO <10 365 351 301 174 114 1305 589 395 409 10 TO <15 146 145 121 77 51 540 249 474 486 15 TO <17.5 81 84 65 25 17 272 107 513 . 545 17.5 TO <20 66 84 65 27 17 259 109 511 545 I 20 TO <22.5 18 21 22 16 9 86 47 579 862 22.5 TO <25 16 18 12 3 2 51 17 579 682 25 TO <27.5 12 12 8 3 2 37 13 577 676 I 27.5 TO <30 16 5 8 3 0 42 11 583 676 30 TO <35 30 24 16 5 3 78 24 722 820 35 TO <40 17 18 13 5 3 56 21 718 818 40 TO <50 24 20 11 5 3 63 19 732 778 I 50 AND OVER 23 23 11 7 2 66 20 966 1035 MEDIAN INCOME 9318 9687 9238 8828 8695 9295 9025 MEAN INCOME 14157 14494 12849 12120 11073 13453 12313 1 I ALL 1 PERSON FEMALE RENTER HHLDS BY AGE 1 1 85+ (8.0%) .5x `, , 65 -69 (28.7%) 80-84 (12 ) 1 ` 1 \` 75 -79 (22.9%) \ 70 ._ 7428.0% ) 1 1 YOUR NAME HERE SOURCE: 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 1 1 SENIOR MARKET REPORT TABLE 4A 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST ALL ONE PERSON MALE HOUSEHOLDS 1 HOUSEHOLD INCOME TOTAL BY AGE OF HOUSEHOLDER 85+ 75+ I (000'S DOLLARS) 65-69 70 -74 75-79 80-84 85+ HHLDS HHLDS TOTAL 1211 1154 193 486 220 3964 1599 LESS THAN 5 147 124 112 73 35 491 220 5 TO <10 295 285 240 155 76 1051 471 1 10 TO <15 189 181 147 97 44 658 288 15 TO <17.5 103 107 84 35 16 345 135 17.5 TO <20 82 107 82 35 18 322 133 1 20 TO <22.5 25 26 28 19 7 105 54 22.5 TO <25 25 23 14 4 1 67 19 25 TO <27.5 18 21 12 3 1 55 15 27.5 TO <30 34 tb 11 3 0 64 14 1 30 TO <35 110 87 52 13 4 266 69 35 TO <40 59 64 50 16 7 198 73 40 TO <50 85 68 37 17 8 215 62 1 50 AND OVER 39 45 24 16 5 129 45 MEDIAN INCOME 14289 14615 13175 10765 9870 13338 11868 MEAN INCOME 20017 20236 17926 16118 14630 18833 16923 1 ALL 1 PERSON MALE HHLDS BY AGE AND TENURE 1 1.3 1.2 - ;; ..: 1 : ❖. .i.•i 0.9 �A Ire ' A 0 : r� 0.8 - 1•:4 : : Sr 0.4— orb . • 0.••\ 1 0.3 - • \ • :,„ 0 �.s.�� , 65 -69 70 -74 75-79 50-64 55+ AGE OF HOUSEHOLDER 1 :!:l:» TOTAL ® OWNERS ® RENTERS 1 YOUR NAME HERE 0 : SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1 992 PROJECT MARKET DECISIONS 1 111 SENIOR MARKET REPORT TABLE 48 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST 1 ALL ONE PERSON MALE OWNER HOUSEHOLDS HOME VALUE HOUSEHOLD INCOME OWNERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS 1 (000'S DOLLARS) 65-69 70-74 75-79 80 -84 85+ 65+ 75+ MEDIAN MEAN TOTAL 921 878 675 362 167 3003 1204 70402 71666 LESS THAN 5 102 87 78 61 25 343 154 27647 38510 I 5 TO <10 208 198 168 107 52 733 327 56465 56500 10 TO <15 147 142 114 73 34 510 221 68426 70416 15 70 <17.5 79 82 68 27 14 268 107 76666 78046 17.5 TO <20 65 82 64 27 12 250 103 73846 75158 I 20 TO <22.5 20 23 23 16 7 89 48 81666 90238 22.5 TO d5 20 20 11 4 1 56 16 82500 91000 25 TO <27.5 14 16 10 3 1 44 14 83333 92500 I 27.5 TO <30 28 13 9 3 0 53 12 83333 92500 30 TO <35 84 67 41 10 4 206 55 87272 103529 35 TO <40 47 50 39 13 6 155 58 84666 97727 40 TO <50 73 58 31 14 8 182 51 103333 113275 I S0 AND OVER 34 40 21 14 5 114 40 122222 140000 MEDIAN INCOME 15093 15361 13956 11554 10857 14158 12725 MEAN INCOME 21069 21375 18835 17209 15890 19903 17938 1 1 ALL SPECIFIED AND CONDOMINIUM 1 PER MALE OWNER HOUSEHOLDS WITH HOUSEHOLDER 75+ I VALUE OF HOME (000'S DOLLARS) HOUSEHOLD INCOME LESS 40 50 70 00 90 100 150 200 (000'S DOLLARS) THAN TO TO TO TO TO TO TO AND I TOTAL 40 50 70 60 90 100 150 200 OVER TOTAL 733 179 u 52 101 125 22 119 10 5 LESS THAN 5 04 55 12 5 5 6 0 4 0 0 I 510 <10 215 73 35 25 25 21 8 21 1 • 0 10 TO <15 143 32 17 21 23 21 7 22 0 0 IsTO<17.5 54 5 10 0 11 13 3 13 0 0 I 17.5TOs20 63 6 11 f 12 14 1 0 1 0 20T0<22.5 21 0 1 3 5 5 1 5 0 0 22.5 TO <25 5 0 0 0 1 3 0 1 0 0 2570 c27.6 4 0 0 0 1 2 0 1 0 0 I 27.5 TO d0 4 0 0 0 1 2 0 1 0 0 30 TO <36 34 0 1 3 5 10 1 12 1 1 3570 <40 33 0 1 4 4 74 1 7 1 1 I 40 70 <50 20 0 0 1 1 10 1 14 1 1 50 AND OVER 24 0 0 1 1 5 1 $ 5 3 MEDIAN INCOME 11979 7019 9671 12272 12916 17633 13125 17142 46000 46000 MEAN INCOME 17310 7395 10965 15076 15462 23779 19529 26144 54125 00155 1 1 YOUR NAME HERE F ______ Ho SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 1 1 SENIOR MARKET REPORT TABLE 4C 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST ALL ONE PERSON MALE RENTER HOUSEHOLDS 1 GROSS RENT HOUSEHOLD INCOME RENTERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS (000'S DOLLARS) 65-69 70 -74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN I TOTAL 290 276 218 124 53 961 395 294 327 LESS THAN 5 45 37 34 22 10 148 66 221 245 5 TO <10 87 87 72 48 24 318 144 295 328 10 TO <15 42 39 33 24 10 148 67 351 391 15 TO <17.5 24 25 18 8 2 77 28 403 411 17.5 TO <20 17 25 18 8 4 72 30 390 402 20 TO <22.5 5 3 5 3 0 16 8 493 493 I 22.5 70 <25 5 3 3 0 0 11 3 493 493 25 TO <27.5 4 5 2 0 0 11 2 450 501 27.5 TO <30 6 .. 3 2 0 0 11 2 493 493 I 30 TO <35 28 20 11 3 0 60 14 634 634 35 TO <40 12 14 11 3 1 41 15 -1 -1 40 70 <50 12 10 5 3 2 33 11 -1 -1 50 AND OVER 5 5 3 2 0 15 5 -1 -1 I MEDIAN INCOME 11511 11750 10441 9081 8200 10469 9517 MEAN INCOME 15676 16812 15114 12933 10660 15489 13832 1 ALL 1 PERSON MALE RENTER HHLDS I BY AGE 1 85+ (5.5x) I 65 -69 80 -84 (12.9 %) 1 /Ilk 111 75-79 (22.7%) 0\\\\\\\\\\\V! t 30.25 ( ) 1 At\\\\\ 70 -74 (28.7%) 1 1 YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 1 I SENIOR MARKET REPORT TABLE 5A 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST 1 ALL MARRIED COUPLE HOUSEHOLDS HOUSEHOLD INCOME TOTAL BY AGE OF HOUSEHOLDER 65+ 75+ I (000' DOLLARS) 65-69 70 -74 75-79 80-84 85+ HHLDS HHLDS TOTAL 11047 10383 6720 3015 1491 32658 11226 LESS THAN 5 54 47 41 26 13 181 80 5 TO <10 197 112 99 60 29 497 188 I 10 TO <15 934 903 736 420 239 3232 1395 15 TO <17.5 525 530 429 188 98 1770 715 17.5 TO <20 636 544 447 186 98 1911 731 I 20 TO <22.5 22.5 TO <25 898 912 645 202 126 2783 973 895 909 642 242 126 2814 1010 25 TO <27.5 672 749 495 197 103 2216 795 27.5 TO <30 767 768 512 198 98 2343 808 I 30 TO <35 1082 924 666 277 130 3079 1073 35 TO <40 803 710 546 176 84 2319 806 40 TO <50 1111 977 547 259 134 3028 940 I 50 AND OVER 2473 2298 915 584 213 6483 1712 MEDIAN INCOME 29817 29076 26617 27310 25384 28485 26636 MEAN INCOME 43119 42780 35758 39425 35254 40796 36676 ' AR OF ALL MARRIED RED CO LE HHLDS BY AGE AND TENURE I 12 11 - ••� : : L \ ••4 ...,„ilk 41 :KM eV t iii '% � '��R a 4 - ::4 ••i i ••• 4 Vie 1 1 g r tilkp ::Am :e..m.m :::::.. FA xl.... ?:( 65-49 70 -74 75 -79 60-84 85+ 1 ® TOTAL ® AGE OF HOUSEHOLDER O/NERS ® RENTERS 1 1 YOUR NAME HERE SOURCE: 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS Illna I 1 SENIOR MARKET REPORT TABLE 5B 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST ALL MARRIED COUPLE OWNER HOUSEHOLDS I HOME VALUE HOUSEHOLD INCOME OWNERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS (000'S DOLLARS) 65-69 70-74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN I TOTAL 10205 9583 6166 2764 1385 30103 10315 98483 116401 LESS THAN 5 47 39 35 23 11 155 119 64999 78289 5 TO <10 171 100 89 52 29 441 170 70714 79398 I 10 TO <15 818 788 843 368 211 2828 1222 78108 87421 15 TO <17.5 459 465 375 165 86 1550 826 83541 94028 17.5 TO <20 574 482 395 163 88 1702 646 83400 - 93635 20 TO <22.5 829 842 594 185 116 2586 895 94603 108844 I 22.5 TO <25 829 842 593 225 118 2605 934 93015 106287 25 TO <27.5 621 892 457 183 95 2048 735 94117 107338 27.5 TO <30 706 713 473 183 93 2188 749 93333 106658 30 TO <35 994 848 611 255 122 2830 988 106437 122324 35 TO <40 745 654 504 160 79 2142 743 106896 123123 40 TO <50 1040 913 512 241 126 2832 879 122580 140956 50 AND OVER 2372 2205 885 561 213 8236 1659 139274 158171 MEDIAN INCOME 30241 29394 26959 27744 25011 28832 27021 MEAN INCOME 43899 43588 36472 40288 36256 41589 37466 1 ALL SPECIFIED AND CONDOMINIUM MARRIED COUPLE OWNER HOUSEHOLDS WITH HOUSEHOLDER 75+ I VALUE OF HOME (0001 DOLLARS) I HOUSEHOLD INCOME LESS 40 M 70 00 80 100 160 200 (000'S DOLLARS) THAN TO TO TO TO TO TO TO AND TOTAL 40 60 70 80 90 100 150 200 OVER I TOTAL 4969 185 762 605 464 701 632 2002 443 545 LESS THAN 5 38 S 11 6 4 3 2 6 1 1 5 TO <10 108 9 29 16 13 10 8 21 2 ' 1 I 10 TO <15 830 is 159 110 110 80 74 180 22 N 15 TO <17.5 422 16 78 61 10 47 40 111 18 12 17.5 TO 420 438 15 81 13 12 40 42 116 17 12 20 TO 422.6 006 14 63 60 47 71 42 188 M 98 I 22.670 425 831 19 M M 82 79 42 IN 44 93 25 TO 427.5 498 11 63 48 14 41 M 1N N 25 27.6 TO <30 604 12 M 40 66 M M 1N 36 26 I 30 70 <35 669 8 47 47 16 78 M M 232 M 3670 <40 101 6 35 33 • 43 40 50 173 82 50 40 TO <50 596 1 26 22 32 82 49 218 79 101 50 AND OVER 1132 7 48 40 61 87 73 330 221 275 I MEDIAN INCOME 27077 18750 20714 22558 23823 26290 26174 24490 37530 44706 MEAN INCOME 37928 22819 28231 27733 24430 31180 24149 98500 14035 80519 1 • YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 1 1 i. . 1 1 SENIOR MARKET REPORT TABLE 5C 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY, ST 1 ALL MARRIED COUPLE RENTER HOUSEHOLDS GROSS RENT HOUSEHOLD INCOME RENTERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS I (000' DOLLARS) 65-69 70-74 75-79 80 -84 85+ 65+ 75+ MEDIAN MEAN TOTAL 842 800 554 251 106 2553 911 631 678 LESS THAN 5 7 8 8 3 2 26 11 419 423 I S TO <10 26 12 10 8 0 56 18 452 468 10 TO <15 116 115 93 52 28 404 173 498 527 15 TO <17.5 66 65 54 23 12 220 89 531 . 580 17.5 TO <20 62 62 52 23 10 209 85 535 582 I 20 TO <22.5 69 70 51 17 10 217 78 815 683 22.5 TO <25 66 67 49 17 10 209 76 615 683 25 TO <27.5 51 57 38 14 8 168 60 619 690 I 27.5 TO <30 61 1 55 39 15 5 175 59 605 669 30 TO <35 88 76 55 22 8 249 85 693 800 35 TO <40 58 56 42 16 5 177 63 655 807 40 TO <50 71 64 35 18 8 196 61 743 888 I 50 AND OVER 101 93 30 23 0 247 53 951 1045 M EDIAN INCOME 25432 25043 23050 22222 20227 24214 22532 MEAN INCOME 33874 33340 27813 29925 22158 31451 27737 1 1 ALL MARRIED COUPLE RENTER HHLDS BY AGE 1 85+ (4.2%) 1 80 -84 (9.8%) ` 1 1 .` 65-69 (33.0%) 1 75 -79 (21.7%) 1 l 1 70 -74 (31.3X) 1 I YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS 1 1 SENIOR MARKET REPORT TABLE 6A I 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST ALL OTHER HOUSEHOLDS 1 HOUSEHOLD INCOME TOTAL BY AGE OF HOUSEHOLDER 65+ 75+ (000'S DOLLARS) 65-69 70 -74 75-79 80-84 85+ HHLDS HHLDS 1 TOTAL 307 300 208 70 37 922 315 LESS THAN 5 5 4 4 1 0 14 5 5 TO <10 13 12 9 5 2 41 16 1 10 TO <15 50 50 35 16 9 160 60 15 TO <17.5 28 29 25 7 3 92 35 17.5 TO <20 23 26 20 7 5 81 32 20 TO <22.5 20 20 14 3 1 58 18 1 22.5 TO <25 22 23 14 4 3 66 21 25 TO <27.5 17 1 8 11 3 1 50 15 27.5 TO <30 20 18 12 3 2 53 17 1 30 TO <35 47 38 24 6 3 118 33 35 TO <40 24 29 22 6 4 85 32 40 TO <50 29 24 12 5 3 73 20 50 AND OVER 9 11 6 4 1 31 11 1 MEDIAN INCOME 24021 23437 21833 19375 19166 23059 21184 MEAN INCOME 26783 26966 25504 26482 25101 26464 25674 1 ALL OTHER HHLDS BY AGE AND TENURE 320 1 300 - -. .. 280 - :• +, :::.1N , 260 - J . • .\ • v.,0∎ 240 - �%� • 220 - % :•;$ .;Pi • • 1 s31 .• � 180 - .•p > \ •':: trl 2 140 — .•❖. : :!�• 120 - 4 1 : . "i •i 100 '. b : : : : : ti :: 20 !O i 65 -69 70-74 75-79 ' 80-84 85+ AGE CF HOUSEHOLDER » TOTAL ® OWNERS ® RENTERS 1 1 YOUR NAME HERE - I 1 SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS I_' _ 1 I SENIOR MARKET REPORT TABLE 6B 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01/07/92 SAMPLE COUNTY. ST I ALL OTHER OWNER HOUSEHOLDS HOME VALUE HOUSEHOLD INCOME OWNERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS I (000'5 DOLLARS) 65-69 70 -74 75-79 80 -84 85+ 85+ 75+ MEDIAN MEAN TOTAL 293 286 199 70 37 885 306 92453 102325 LESS THAN 5 5 4 4 1 0 14 5 0 0 5 TO <10 13 12 9 5 2 41 16 10000 10000 I 10 TO <15 45 45 32 16 9 147 57 58666 64698 15 TO <17.5 25 26 22 7 3 83 32 65000 77352 17.5 TO <20 23 28 20 7 5 81 32 74000 79333 I 20 TO <22.5 22.5 TO <25 20 20 14 3 1 58 18 110000 115000 22 23 14 4 3 88 21 70000 74000 25 TO <27.5 17 18 11 3 1 50 15 100000 108333 27.5 TO <30 20 1l3 12 3 2 53 17 78333 100000 I 30 TO <35 35 TO <40 44 35 23 6 3 111 32 115625 116578 23 28 21 6 4 82 31 117500 119444 40 TO <50 27 22 11 5 3 68 19 123078 125000 I 50 AND OVER 9 11 6 4 1 31 11 118750 125000 MEDIAN INCOME 24130 23541 22000 19375 19166 23171 21447 MEAN INCOME 26915 27111 25646 28482 25101 28583 25772 1 I ALL SPECIFIED AND CONDOMINIUM OTHER OWNER HOUSEHOLDS WITH HOUSEHOLDER 75+ VALUE OF HOME (000'S DOLLARS) I HOUSEHOLD INCOME LESS 40 00 70 80 90 100 150 200 (000'S DOLLARS) THAN TO TO TO TO TO TO TO AND TOTAL 40 60 TO 60 90 100 150 200 OVER TOTAL 161 22 12 9 27 2 4 85 0 0 LESS THAN 5 0 0 0 0 0 0 0 0 0 0 5TO<10 3 2 1 0 0 0 0 0 0. 0 I 1010 <15 33 10 6 4 ♦ 1 1 7 0 0 1510<17.5 17 3 3 3 3 0 0 6 0 0 17.510<20 15 2 2 1 4 1 1 4 0 0 I 20 TO <22.5 5 0 0 0 1 0 0 4 0 0 22.5 TO <25 12 4 0 0 4 0 0 4 0 0 25 TO <27.5 8 1 0 1 1 0 0 6 0 0 27.510<30 10 0 0 0 6 0 0 6 0 0 I 3010 <35 19 0 0. 0 2 0 2 16 0 0 35 TO <40 20 0 0 0 3 0 0 17 0 0 40 TO <50 12 0 0 0 0 0 0 12 0 0 I 50 AND OVER 7 0 0 0 0 0 0 7 0 0 MEDIAN INCOME 23646 14.499 14166 14000 23000 12500 18750 32500 0 0 MEAN INCOME 27160 15720 14167 16972 23611 12500 24062 38044 0 0 1 YOUR NAME HERE I SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS ' 1 1 1 SENIOR MARKET REPORT TABLE 6C I 1991 ESTIMATES FOR: SAMPLE MARKET AREA 01107!92 SAMPLE COUNTY. ST ALL OTHER RENTER HOUSEHOLDS I GROSS RENT HOUSEHOLD INCOME RENTERS BY AGE OF HOUSEHOLDER TOTAL TOTAL FOR 75+ HHLDS (000'S DOLLARS) 65-69 70 -74 75-79 80-84 85+ 65+ 75+ MEDIAN MEAN III TOTAL 14 14 9 0 0 37 9 411 458 LESS THAN 5 0 0 0 0 0 0 0 0 0 5 TO <10 0 0 0 0 0 0 0 0 0 10 TO <15 5 5 3 0 0 13 3 471 524 I 15 TO <17.5 3 3 3 0 0 9 3 563 519 17.57000 0 0 0 0 0 0 0 0 • 0 20 TO <22.5 0 0 0 0 0 0 0 0 0 I 22.5 TO <25 0 0 0 0 0 0 0 0 0 25 TO <27.5 0 • 0 0 0 0 0 0 0 0 27.5 TO <30 0 '0 0 0 0 0 0 0 0 30 TO <35 3 3 1 0 0 7 1 697 697 , 35 TO <40 1 1 1 0 0 3 1 -1 -1 40 TO <50 2 2 1 0 0 5 1 -1 -1 50 AND OVER 0 0 0 0 0 0 0 0 0 I MEDIAN INCOME 16250 16250 15625 0 0 16250 15625 MEAN INCOME 24017 24017 22361 0 0 23614 22361 1 ALL OTHER RENTER HHLDS 1 BY AGE 1 66 +6(0 ROx) 75 -79 (24.3x) 1 65-59(37.8X ) I 7111/1111/11111 1 1 70 -74 (37.8S) 1 i YOUR NAME HERE SOURCE. 1991 ESTIMATES BY PROJECT MARKET DECISIONS COPYRIGHT (C) 1992 PROJECT MARKET DECISIONS i 1 1 ATTACHMENT C Sample: SMR Feasibility Test 1 1 1 1 1 1 1 1 1 1 1 1 1 . 1 1 1 1 MARKET AREA 06/15/92 MONTHLY FEE SENSITIVITY ANALYSIS - CLUSTER HOMES ASSUMPTIONS 1. First year of occupancy - - - - > YR 1993 TOTAL , ` UNIT FEES NEED NEED 2. Age range: Minimum age on date of opening - - - - > # 70 300 2,260 141 Maximum age on date of opening - - - - > # 78 350 2,187 136 400 2,123 132 3. Rates for discounting counts of 450 2,058 126 household types: 500 1,986 122 Homeowners: 550 1,921 119 One - person Female - - - - > % 25.00% ! 600 1 ,857 114 One - person Male - - - - > % 25.00% 650 1,774 108 Married Couple - - - - > % 0.00% I 700 1,701 104 1 Other - - - - > % 90.00% i 750 1,618 98 • Renters: I _ One - person Female - - - - > % 75.00% One - person Male - - - - > % 75.00% Married Couple - - - - > % 75.00% Other - - - - > % 90.00% UNT NEED 8Y MONIHLYFEE 4. Ratio of rent to pre -tax income - - - - > % 65.00% 145 too - 5. Stabilized vacancy percentage - - - - > % 5.00% 136 - 130 - 6. Percent draw from market area - - - - > % 80.00% 123 - 120 7. Upper Income limit - - - - > $ NONE 113 - 8. Percent of home value residual 110 - proceeds to apply to rent - - - - > % 0.00% 106 - Mnual interest income on proceeds - - - - > % 0.00% 100 - 95 9. Estimated count of Households in Existing 300 330 400 450 500 560 600 630 700 750 and Planned Competitive Facilities: MON1HLYFEE Studio - - - -> 0 0 One Bedroom - - - - > 0 130 Two Bedroom - - - - > # 0 • 10. Acceptable penetration rate - - - - > % 5.00% EMI an MI 411111:19111110 by OM MaUecis• 111111 10111 Illisteraliis • • 1111111 Co .t 0 Projr rketIions• - In - MB - - - - - in - M r NM MO MI - MO all MARKET AREA 06/15/92 MONTHLY FEE SENSITIVITY ANALYSIS - CONGREGATE LIVING UNITS ASSUMPTIONS 1. First year of occupancy - - - - > YR 1993 " ` TQTAI ' UNIT FEE i NEED NEED 2. Age range: Minimum age on date of opening - - - - > # 75 800 859 52 850 794 46 3. Rates for discounting counts of 900 723 42 household types: 950 662 38 Homeowners: 1,000 600 35 One - person Female - - - -> % 0.00% 1,050 545 31 One- person Male - - - -> % 25.00% 1,100 499 27 Married Couple - - - - > % 80.00% 1,150 458 25 Other - - - - > % 90.00% 1,200 418 22 Renters: 1,250 393 20 One- person Female - - - - > % 0.00% One - person Male - - - -> % 25.00% Married Couple - - - - > % 80.00% Other - - - - > % 90.00% t1NT NEED BY MON1HLYFEE 4. Ratio of rent to pre -tax income - - - - > % 75.00% 55 5. Stabilized vacancy percentage - - - - > % 5.00% 50 - 45- 8. Percent draw from market area - - - - > % 80.00% 40- 7. Upper income limit - - - - > $ NONE . 35 z D 8. Percent of home value residual 30 proceeds to apply to rent - - - - > % 0.00% 25 - c\cjr3-'-'11/ Annual interest income on proceeds - - - - > % 0.00% 20- 9. Estimated count of Households In Existing 15 and Planned Competitive Facilities: 900 850 900 960 1,000 1,060 1,100 1,150 1,200 1,250 Studio - - - - > # 0 MONTHLYFEE One Bedroom - - - - > # 85 Two Bedroom - - - - > # 0 10. Acceptable penetration rate - - - - > % 5.00% 1111 Source:1991 Est by Project Market Decisions Congregate Copyright 0 1992 Project Market DecisionsSou MARKET AREA 05/15/92 MONTIILY FEE SENSITIVITY ANALYSIS - ASSISTED UNITS • .... .:........::.:.....:::.:: .** 11SBUMp71QNS ** ,.. . ... .. : :. ..: ..::.. ...: .... . ....... W...�LE�.3 ......:.......�NEE[2 .r..NEEt2_ • RATIO OF RENT TO INCOME 85.00% I 1,400 144 41 • FULL OCCUPANCY PERCENTAGE 95.00% 1,450 137 39 1,500 131 37 • UPPER INCOME LIMIT NONE I 1,550 124 35 1,600 120 33 • MARKET CAPTURE 25.00% 1,650 115 32 1,700 110 30 • PERCENT FROM TARGET MKT. 80.00% 1,750 108 29 1,800 102 27 • AGE & INCOME QUALIFIED PERSONS 1,850 98 28 JJVING WITH <65 HH'S 112 - UNIT NEED BY MONTHLY FEE %:; :; .'< ::4 ::.: : , a : ! : ■rH0saL ; to reooi+n" i istpnce'::::. ..::..:::::. 41- n . .►aaL aiIjp VIdOLA DLs .................... 40 - N INNI.......s.taNNts.,.....Nk........0 Age of Household*, 85 -89 70 -74 75 -79 80 -84 854- 36 + 3 36- • Ono -pinion %mai* 4.02% 4.83% 8.51% 11.84% 18.15% • �n 33 _ 3 i - • Ono -poison male 2.39% 2.58% 3.08% 4.82% 10.81% 30- • Mauled couple 1.89% 2.55% 3.97% 7.24% 13.54% 29 - 20- • • ,, ---.1.0521-22921_11 , y 0,.. '' ; 27- 26 25 ' 1,400 1,450 1,500 1,550 1,600 1,650 1,700 1,750 1,000 1,050 MONTHLY FEE r " J MI 111111 E11111111P NM IIM 1111111Ist*d1111111 • • 111111ippililli 199 ,act JIM Denis OM 1 1 ATTACHMENT D Sample: Financial Statements 1 1 1 1 . 1 1 1 1 1 1 1 1 1 . 1 1 1 1 06/29/92 1 PROJECT 10:02 AM FINANCIAL FEASIBILITY STUDY ASSUMPTIONS III UNIT INFORMATION: AVE DATE(S) PER MONTH FILL RATES STABILIZED MONTHLY ENTRANCE TYPE SO.FT. • # OF UNITS OPEN 1ST a MOS. AFTER 6 MOS. OCCUPANCY RATES FEES I PHASE I CLUSTER HOMES c 1 Becroom Becroom 1,062 4 07/01/89 2.0 2.0 95% 475 79,000 111 2 Becroom 1,562 23 07/01/89 2.0 2.0 95% 475 95,000 Seccnd Gerson 50% PHASE II CLUSTER HOMES I Studio 1 Bedroom 1,062 4 10/01/91 2.0 2.0 95% 475 85.000 2 Becroom 1,562 27 10/01/91 2.0 2.0 95% 475 112,000 Second person 50% I 'PHASE I11 CONGREGATE ,. Studio 1 Bedroom 755 10 10/01/93 1.0 1.0 95% 850 55,000 , 2 Becrocm 1,115 3 10/01/93 2.0 2.0 95% 1,000 69,000 Seccric person 20% !PHASE IV NURSING BEDS I Private 265 4 10/01/95 2.0 2.0 95% 130 10,0001 Semi- criva:e 153 46 10/01/95 4.0 2.0 95% 100 10,000 ( PHASE V ASSISTED UNITS I Private 300 14 04/01/97 5.0 2.0 95% 69 35,000 Semi- private CLUSTER HOMES Stucio I 1 Becroom 1,062 4 04/01/97 2.0 2.0 95% 475 85.000 2 Be room 1,562 24 04/01/97 2.0 2.0 95% 475 112.000 Seccnc cerscn 50% ;PHASE VI I 'NURSING BEDS Private 265 20 10/01/98 4.0 2.0 95% 130 10,000 Semi-private 153 95% 100 10,000 CONGREGATE I Stucio 1 Becroom 755 24 10/01/98 2.0 1.0 95% 850 55,000 2 Becrcom 1,115 20 10/01/98 2.0 1.0 95% 1,000 69,000 Seccr'.c :erscrl 20% 200 I PHASE VII CLUSTER HOMES Stucio 1 Becroom 1,062 4 04/01/2000 2.0 2.0 95% 475 85,000 ' 2 Becroom 1,562 24 04/01/2000 2.0 2.0 95% 475 112,000 Second person 50% PHASE VIII ASSISTED UNITS I Private 300 32 07/01/2001 5.0 2.0 95% 69 35,000 Semi- private CLUSTER HOMES Studio I 1 Becroom 1,062 4 07/01/2001 2.0 2.0 95% 475 85.000 2 Bedroom 1,562 24 07/01/2001 2.0 2.0 95% 475 112,000 Seconc person 50% • For Cluster Homes. ave. sq. ft. equals living area plus 1/2 of garage area. 1 1 Page I I . - 06/29/92 PROJECT 10:02 AM FINANCIAL FEASIBILITY STUDY ASSUMPTIONS I FTEsloccupied bed: CLUSTER FTES AT AVE HR. PERCENT DEPARTMENTS NURSING ASSISTED CONGREGATE HOMES COMPLETION WAGE FRINGES I Health services 0.61700 0.21920 0.00880 I 7.48 24.00% Beauty snop 0.00830 1 0.00830 I 1 8.99 24.00% Dietary 0.14850 I 0.14850 I 0.04930 1 5.48 I 24.00 I Activities 0.05400 1 0.05400 i 0.00930 I 0.00930 I 8.08 I 24.00 %1 Transportation 6.76 ! 24.00% Environmental Services ' 0.00040 ! 0.00020 ! 0.00008 ! 0.00008 6.35 i 24.00 %1 I Laundry 0.02680 I 0.01040 I 0.00100 i 0.00060 5.68 ! 24.00% Marketing 1 I 1 0.01250 1 0.01250 14.62 i 24.00% Administration ( 0.06380 0.04800 ? 0.01160 1 0.00530 I 14.62 I 24.00% I • Per square foot CLUSTER NURSING ASSISTED CONGREGATE, HOMES Non -wage components as a percent of wages: I Health Services: Supplies 4.78% 3.78% 4.00% 4.00% Other 3.87% 3.87% 3.87% 3.87% I Beauty shoo - other Dietary Raw Food 111.20% 111.20% 102.68% 102.68% I Supplies 10.45% 10.45% 10.45% 10.45% Other 2.84% 2.84% 2.84% 2.84% Activities I Supplies 1.61% 1.61 %i 1.61% 1.61% Social services 0.66% 0.66%1 0.40% 0.40% Other 4.72% 4.72 %1 5.06% 5.06% I Environmental Services Contract services 22.44% 22.44% 22.44% 22.44% Supplies: I Housekeeping 11.57% 11.57 %I 11.57% 11.57% Laundry (% of Laundry Wages) 77.53 %I 77.53 %� 77.53% 77.53 :% Maintenance 34.95% 34.95%i 34.95% 34.95% Other 4.50% 4.50 %I 4.50% 4.50% I MarketinC Advertising 50.0• • • 50.00 150.00% 150.00• • Supplies 14.85• 14.85% 14.85 14.85' • 1 Other Administration Management Fees 100.0• • • 100.00% 100.00% 100.00• • I Supplies 14.85% 14.85% 74.1 74.1 14.85% 14.85• • Transportation 74.12% 74.1 • • Other 176.25•• 176.25 176.25% 176.25•• I Annual costs per square foot: Utilities 1.3300 1.1305 0.5471 0.2735 Insurance - 1.1417 0.5709 0.2854 0.1427 I Real estate taxes 0.6422 0.5352 Personal property taxes 1 Page 06/29/92 1 . ' PROJECT 10:02 AM FINANCIAL FEASIBILITY STUDY 1 ASSUMPTIONS Average Dates Total Per Unit Cost Placed Capital: Sq.ft Sq.Ft. Per Unit In Service Nursing Entrance Fee Assumptions Building 27,600 394 32,500 See above. I Site work 2,700 Annual Percent Length of Equipment 3,500 Tumover Paying Amort. Assisted I Building 37,725 820 65,600 See above. Nursing 40.00% 50.00% 8 Site work 5,500 Assisted 25.00% 75.00% 8 Equipment 7,000 Congregate 8.00% 100.00% 8 Congregate Cluster Horns 7.00% 100.00% 25 1 Building 66,047 1,159 98,800 See above. Site work 3,100 Equipment 2,100 , Per month credit (f applicable) Cluster Homes I Building 231,400 1,630 78,900 See above. Site work 14,300 Equipment 1,900 Financing assumptions for costs not covered by Entrance Fees: Allocated Costs: Longterm Debt 80.00% , Land 496,500 01/01/89 Equity 10.00% Site work: Contributions 10.00% Wasnington Boulevard Ext 399,000 01/01/89 Initial site work 334,000 01/01/89 Interest rate on LTD 9.00 %i Lake and Dam 60,000 01/01/89 Term on LTD 20 I II Buildings: Manor House /Central Facilities 14,250 14,250 1,327,000 10/01/98 ' Swimming, Lockers, Fitness Cen 3,600 3.600 301,000 10/01/98 Equipment 5.00% Interest Curing Construction 5.00% Average depreciable lives: Architect- Engineering Costs Building 40 1 Financing Costs 0.50% site work 25 Contingency 2.00% Equipment 10 Replacement Capital 0.50% Soft Costs 40 1 1 1 • Current Year Economy 1992 I Annual Inflation Assumed 5.00% Construction Inflation Index 2.50% Annual Rate Increase Assumed 5.00% 1 Annual Entrance Fee Increase 3.00% 1 _ • _._ _. - - -- - Page • IMI NM NM all IIIIIII M NM NM NM MI • N • • NM • M I PROJECT GENERAL AND PROPERTY FUNDS CASH FLOW STATEMENT otetmatit M, 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 CASH FLOWS FROM OPERATIONS Revenues (expenses) in excess (103,300) (90,570) (31,204) (71,300) (49.300) 15,600 (37,300) (58,100) 236,600 156,300 462.000 646,400 Adjustments to reconcile to net cash provided by rates and fees charged: Depreciation expense 178.200 192,500 224,500 252.600 304,400 399,900 516,700 692,200 770,500 918,700 1,008,000 1,024,500 Amortization of RLUFs (230.128) (241,336) (319,196) (322,692) (344,222) (448,784) (554,938) (730,993) (901,891) (1,131,227) (1,325,611) (1,333,607) Change in accounts receivable (5,900) (1.300) (2.900) (4,500) (32,000) (21,000) (13,100) (36,300) (11,100) (19,600) (27,300) (9,000) Change in interest receivable 0 (28,900) 4,500 11,900 3,400 300 (700) 200 (33,200) (35,700) 68,200 (8,000) Change in Inventories and prepalds (5,600) (1.300) (3,200) (5,400) (31,200) (21.200) (15,500) (37,400) (10,100) (23,900) (26,200) (6,200) Change in accounts payable 31,600 4,300 10.500 13.700 72,200 57,100 45,900 125,700 23,900 73,300 59,600 5,400 Change in accrued expenses (21.600) 4,200 10,400 24,600 162,000 96,100 65,700 135,900 46,600 90,900 120,900 40,300 Change in other liabilities 250,000 0 0 0 0 0 0 0 0 0 0 0 Net cash provided by operations 93,273 (162.406) (106.600) (101,092) 85,278 78,016 6,762 91,207 61,309 28,773 337,589 359,793 CASH FLOWS FROM INVESTING ACTIVITIES Capital expenditures (757,900) (765,200) (1,131,300) (1,142,200) (2,277,900) (6.543,700) (4.357,600) (1,815,400) (5,212,900) (3,545,500) (165.000) (165,000) Receipt of capital contributions, redlstr 84.000 84,800 84,600 84,600 84,600 84,600 84,600 84,600 84,600 84,600 84,600 85,100 investments (1,010,955) 226,300 595,700 170,000 11,300 (31,700) 10,200 (1,680,900) (1,785,400) 3.311.800 (404,100) (634,300) Other 23,600 23,600 23,800 0 0 0 0 0 0 0 0 0 Net cash provided (used) In Investing ac (1,660,655) (430,700) (427,400) (887,600) (2,182,000) (6,490,800) (4.262,800) (3.391.700) (6,913.700) (149,100) (484,500) (714,200) CASH FLOWS FROM FINANCING ACTIVITIES Receipt of RLUFs, net 2,610,300 402,900 424,700 167,400 264,000 3,271,100 1,788,000 2,411,300 3,440,100 4,360,100 2,187,600 720,400 Change in line of credit (1,005,459) 195,500 122,400 853,000 1,960,400 3,229,300 2,533.600 (2,932,700) 3,538,200 (4,046,400) (5,821,200) (146,000) Change in long -term debt 0 0 0 0 0 0 0 4,082,650 0 0 4.062,650 0 Principal payments and change in current portion of Tong -term debt 0 0 0 0 0 0 0 (79,400) (80,600) (94,300) (182,200) (198.700) Net cash provided (used) by financing a 1,004,841 598.400 547,100 1.010,400 2,224,400 6,500,400 4,321,600 3,401,650 6,891,700 219,400 246,850 375,700 Net Increase In cash 37,459 5,294 13,100 21,708 127,678 17,616 65,562 161,357 39,309 99,073 99,939 21,293 Cash, beginning of year 0 37,500 42.800 55,900 77,000 205.300 292,900 358,500 519,900 559,200 658,300 758200 Cash, at end of year 37,459 42,794 55,900 77.608 205,278 292.916 358,462 519,857 559,209 658,273 758.239 779,493 "i Page • 06/29/92 I • i h► 1. n, : , I tt ►.II (:1 1 1 Al ;Ii lit I l Y ST1 IIIY 09:56 AM CONDENSED STATEMENT OF REVENUES AND EXPENSES (BASED ON 1992 ECONOMY) 1992 • - EIUDG1 I 1993 1994 1995 19961 9 w 199U 1999 2000 2002 2003 - REVENI1ES: Gross charges 233,000 347,594 485,500 702,300 2,235,100 3,247,200 3,875,100 5,614,800 6.150,500 7,088,600 8,400,700 8,832,300 EXPENSES: Ileallh services 200 2,700 57,700 525,000 756,300 858,500 1,162.700 1,223,500 1,354,300 1,544,400 1,621,600 ©eauly and barber shops 900 8,200 13.400 15,500 20,300 21,300 25,500 32,200 33,900 Dietary 2,300 19,300 40,300 197,200 306.500 360,600 523.500 569,400 663,500 812,400 853.300 Activities 4,000 18,100 21,700 28,300 75,500 113,500 135,500 177,100 194,200 233,000 287.800 302,800 Utilities 23,000 28,900 37,600 45,500 73,300 96,500 125,200 174,700 194,500 238,100 291,200 305,800 Environmenlal Services 185,800 201,400 237,200 298,400 531,300 678,700 867,600 1,120,600 1,252,100 1,504,400 1,795.700 1,885,600 Marketing 100,000 97,100 116,100 123.300 129.500 159,400 204,800 267,800 326,200 394,400 462,500 488,700 Administration 154,200 139,000 176,800 232,400 627,300 903,400 1,071,200 1,452,500 1,585,500 1,848,200 2,207,600 2,311,900 Depreciation 220,000 238,400 271,200 300,000 352.600 448,900 566,400. 742,700 821,700 1,076,500 1,059,200 1,076,500 Interest 421,100 412,800 403.900 394,100 383,400 371,800 780,200 758,200 Total Expenses 687,000 725,400 882,600 1,126,800 2,941,000 3,889,400 4,609,200 6,036,000 6,571,800 7,709,700 9,273,200 9,638,300 Principal Payment 91,400 99,700 108.600 118,400 129,100 140,700 244,800 266,800 Excess revenue (exp) on rale (454,000) (377,806) (397,100) (424.500) (797.300) (741,900) (842,700) (539,600) (550,400) (761.800) (1,117,300) (1,072,800) NON - OPERATING REVENUES AND EXPENSES Earned entrance lees 180,000 241,336 319,196 322,692 344,222 448,784 554,938 730,993 961.891 1,131,227 1,325,611 1,333,607 Investment revenue 20,000 Gift income Other Total Non - operating 200,000 241,336 319,196 322,692 344,222 448,784 554,938 730,993 961,891 1,131,227 1,325,611 1,333,607 Revenues In excess 01 expen (254,000) (136.470) (77,904) (101,808) (453,078) (293,116) (287,762) 191,393 411,491 369,427 208,311 260,807 • 11111 11 1.1 1 111111 IMO MN 111111 111111" In 111111 1111111 111111 PM N • N • MN r • 1111111 MI 1 MO 1 MII NM M all M MI • EXPANSION PROJECT FINANCIAL RATIOS 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 FINANCIAL RATIOS Liquidity: Current ratio 18.9437 14.9785 6.7987 4.0163 2.0141 1.7387 1.5696 2.9472 4.4962 1.3387 1.4264 1.8028 Acid test 18.7234 14.4231 6.3349 3.6883 1.7300 1 4576 1.2917 2.6909 4.2075 1.0260 1.1779 1.5494 Days cash on hand 42.8874 42.4209 41.6102 39 5413 34 4082 34.1245 34.3972 34.1055 34.2569 34.3294 34.1287 34.0853 Days in accounts receivable, net 7.6481 7.5605 7.5938 7.5884 7.6101 7.5988 7 6012 7.6058 7.6020 7.8053 7.6036 7.6039 Capitalization: Equity financing ratio 0.2991 0.2886 0.2888 0.2747 0.2368 0.1688 0 1489 0.1381 0.1301 0.1522 0.1850 0.2303 Long -term debt to equity 2.3138 2.4318 2.4281 2.5884 3.0944 4.7556 5.5248 5.9648 6.4329 5.3149 4.1448 3.1222 Debt service coverage - 7.3476 0 4319 0.8684 0.7577 0.8023 0.9499 0.8273 0.9623 1.1558 Operating: Operating margin -0. 3669 - 0.2608 - 0.0643 - 0.1015 - 0.0220 0.0048 -0 0096 - 0.0245 0.0244 0.0087 0.0333 0.0507 Net Income margin -0.3669 -0.2606 -0.0843 -0.1015 -0.0221 0.0048 - 0.0096 -0.0103 0.0385 0.0220 0.0550 0.0732 • ■ 1 i ,►ui az Page 1 ATTACHMENT E 1 Project Staff Resumes 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 I TA y 1 Project Market Decisions MICHAEL J. STARKE PRESENT POSITION: President ' Project Market Decisions EDUCATION: University of Cincinnati College of Design, Architecture and Art Bachelor of Community Planning, 1974 1 AREAS OF EXPERTISE: Comprehensive Community Strategic Planning Community Economic Development Strategies Industrial Targeting Strategies Retail- Commercial Market Feasibility Housing Market Feasibility ' Retirement Living Facility Feasibility Long Term Care Needs Analysis ' EXPERIENCE: Planner, Planning and Management Support System, City Planning Commission, Cincinnati, OH - 1974 -1977 ' Project Manager, Quest Research Corporation, Cincinnati, OH - 1977 -1979 ' Director, Sales and Marketing, Urban Statistical Division, R.L Polk and Co., Cincinnati, OH - 1979 -1981 President, Public Demographics, Inc., Cincinnati, OH - 1981- 1987 President, Michael J. Starke and Associates, Inc., President, Project Market Data, Inc. Cincinnati, OH - 1987 -1990 President, Project Market Decisions, Cincinnati, OH - 1990 - Present Mr. Starke has completed a strategic community plan for Lebanon, OH; several complex market analyses for mixed -use projects; a major demographic study for New Orleans, LA; 800 Compton Road - Suite 21 Cincinnati, Ohio 45231 -3849 • 513 -521 -3399 • FAX 513- 521 -7733 1 and various custom market analyses for the private sector development community as well as several elderly housing feasibility studies in cities including: Columbus, OH; Youngstown, OH; Troy, OH; Edina, MN; South Bend, IN; Escanaba, MI; Ft. Thomas, KY; Sacramento, CA; Anderson, IN; Cincinnati, OH; Silver Spring, MD; Monroe, NY; Springfield, OH; and Arcata, CA. 1 Serving as project manager and /or principal -in- charge, Mr. Starke has conducted numerous commercial market analyses 1 and created retail development strategies for neighborhood and downtown business districts in various cities, including: West Sacramento, CA; Coming, CA; South 1 Lake Tahoe, CA; Opelika, AL; Winters, CA; Coalinga, CA; Decatur, AL; Warsaw, KY; Warren, OH; Rockford, IL; Monroe, MI; Cincinnati, OH; St. Louis, MO; Winona, MN; Sidney, OH; and several retail - commercial market analyses for the Tennessee Valley Authority (TVA). He has supervised and managed numerous industrial targeting and economic development analyses including projects for: the cities of Anderson, CA, Oroville, CA, Rio Vista, CA; and West Sacramento, CA; the Harrington Regional Medical Center, Amarillo, TX; the Mesa Limited Partnership, Amarillo, TX; the Southwestem Public Service Company, Amarillo, TX; the TRADE Organization, Santa Fe, NM; the Public Service Company of New Mexico, Albuquerque, NM; the First Bank System, Minneapolis, MN; Jefferson County and the city of Louisville, KY; Lorain County, OH; and a pilot study for the State of Arkansas Industrial Development Commission. 1 1 1 it 111 1 Project Market Decisions 1 ROBERT CHELSETH PRESENT POSITION: Vice President ' Project Market Decisions EDUCATION: Cornell University 1 Master of Regional Planning, 1975 University of Illinois Bachelor of Urban Planning, 1973 AREAS OF EXPERTISE: Strategic Economic Development Plans Commercial and Industrial Development Strategies Industrial Targeting Strategies Retail- Commercial Market Feasibility ' Real Estate Asset Management Program Development and Feasibility Analysis for Business Incubators 1 EXPERIENCE: Planner, Economic Consultants Organization of Syracuse, NY - 1973 -1975 1 Principal in Charge of Planning and Development, Dakota County, MN - 1975 -1978 President, Public Demographics Midwest, Inc., Minneapolis, MN - 1978 -1987 ' National Director of Economic Development Advisory rY Services, Laventhol & Horwath, Minneapolis, MN - 1987- ' 1990 President, Datura Inc. an affiliate of Project Market Decisions, Minneapolis, MN - 1990 to present. 1 Mr. Chelseth's areas of specialization include the following: Real estate market studies, impact and feasibility analyses, and positioning studies for retial commercial, office and industrial developments. Project experience includes super- ' 800 ton om Road - Suite 21 Cincinnati, Ohio 45231 -3849 • 513 - 521 -3399 • FAX 513 - 521 -7733 C p ati, 1 1 regional outlet malls, downtown mixed use developments, 1 and development concepts for large raw land sites. Project clients include the Minneapolis Community Development Agency, the City of Hazelton, Pennsylvania, Union Bank of Switzerland, Trammel Crow Company, Glacier Park Company of Burlington Northern Railroad, the Episcopal Diocese of Chicago and Milwaukee, and the University of Minnesota. Commercial and industrial development strategies for 1 community business districts. Projects involve the identi- fication of market potential for alternative types of business development, area revitalization steps and marketing plans. Creation of geographic -based demographic analytical models for real estate market, feasibility and impact analy- ses. These models employ demographic and psychographic data and are designed to support real estate related research work by offering insights into household characteristics, preferences and behavior. Asset management and appraisal review for 'real estate 1 owned" commercial properties of the Federal Deposit Insurance Corporation and Resolution Trust Corporation. Also conducted negotiations on behalf of the RTC for the sale of real estate owned commercial properties. Preparation of strategic economic development plans to support business and economic growth. Plans contain objectives and implementation programs, target industry 1 identification studies, and marketing strategies for business development. Projects completed for the State of South Carolina, a 20 county region in Minnesota funded by First 1 Bank System, as well as for a diversity of public and private clients. Preparation of development program and feasibility P P P 9 rty analyses for business incubator facilities including projects in Winona, Minnesota and for Control Data Corporation in Des Moines, Iowa and Omaha, Nebraska. int I 1 ADVANTAGE 1\ L iRIETL\G • GROUP •4 1 1 Paul: I've enclosed sample reports and a sample survey for your review. 1 The Anoka study was approved and funded by the Minnesota Housing Finance Agency one month after we completed the study. ' The Appleton Study was included because it pertains to a congregate housing project which was constructed and opened just four weeks ago. We held the Grand Opening last Sunday, June 28 and had 1500 people tour the facility. It consists of 31 market rate congregate apartments with rents ranging from $650 per month to $875 per month. To date, 19 units are rented with the remainder expected to fill soon. Keep in mind, Appleton is not the most heavily 1 populated nor wealthiest area of the state. The Red Wing study was a follow -up to an internal community -wide housing study. It was intended to identify future housing needs 1 for the City. Another senior project which was recently completed was Arbor 1 Terrace, a 66 unit building in Rochester. We completely rented all 66 units in two weeks an now have a waiting list of over 100. We did not conduct the market study, but did coordinate all of the marketing. Enclosed with the reports, are some of the marketing materials for 1 Arbor Terrace. You will also find a sample survey from Arlington. This study was completed this Spring with a recommendation to build 30 units. 1 Monday I will be sending you some colored copies of a few projects which I was recently involved. The slides are being converted to prints for reproduction. • Mike 1 1 921 \ 1ST STREET SUITE '(11 ST CLn[U 561O3 (612 253-6392 FA\ (672 253.574(1 II 1 1 1 • 1 PROPOSAL FOR A SENIOR HOUSING STUDY II FOR THE CITY OF CHANHASSEN 1 1 1 1 1 1 prepared by 1 ADVANTAGE MARKETING GROUP INC. 921 1ST STREET NORTH SUITE 201 I ST. CLOUD, NN 56303 (612) 253 -6392 1 • 1 1 • 1 1 1 r July 1, 1992 Paul Krauss, AICP Director of Planning City of Chanhassen Box 147 Chanhassen, MN 55317 Dear Mr. Krauss: ' I am pleased to submit the following information in response to your request for proposals regarding a market study for senior housing for the City of Chanhassen. The cost for a complete market study is $9800, with 50% due upon signing this agreement, and the remainder to be paid following presentation of the findings. The finished report will be comprised of approximately 60 -70 pages of facts and numbers consisting of: 1 * Scope and purpose * Service area description ' * Demographics of the service area (1980, 1991, 1996) - population projections - population estimates - household characteristics - household estimates * Household income and expenditures * Current housing situation - real estate market - housing market in general - survey of existing apartments * Survey results and summary - survey of households over age 65 • * Estimated demand * Findings * Recommendations - includes number and type of units as well as I/ unit mix 1 1 11 Part of this analysis includes a market survey of households over age 65 within a predetermined study area that we will select together. This area is normally the same service area as local health care centers and the local business district, but may be different due to competing facilities. Preliminarily we are aware of congregate market rate senior ' facilities located only in Waconia, Savage and Golden Valley. Therefore, I feel the drawing area for a senior housing project would be much greater to the north and west. You may decide to expand beyond this area for marketing of a facility, but for analysis purposes, i would recommend staying within these zip code areas. ' At this time, I would suggest the following areas by zip code which total 3225 households over age 65: ' Chanhassen 55317 Chaska 55318 Excelsior 55331 Eden Prairie 55344 W Minnetonka 55345 Shakopee 55379 Spring Park 55384 There are several advantages of utilizing a mailed survey versus just a demographic analysis and focus groups. First, the ' survey allows you to premarket the project to your potential renters, as well as provide a list of those interested. It furnishes you more accurate information than just an analysis, and it provides much more detailed information such as affordable ' rents, amenities, and timelines for moving into the project. If however, you prefer to forego the mailed survey, the cost ' to conduct just a demographic analysis and three focus groups of 30 to 45 area seniors would be $8000. Our fee for the complete market analysis includes surveying the identified households within the market area. Our typical response rate on a survey such as this, ranges from 18 to 22 percent, which is a very good rate of return. For the purpose of this proposal, we anticipate a printing and mailing of up to 3300 surveys and letters, with a response rate of around 660. Our out -of- pocket expenses include printing of surveys, cover letters, out -going envelopes, business reply envelopes, out -going and in- coming postage. The final report will be presented to you so that any ' questions may be answered. All financial lending institutions require some form of proof of need prior to lending project financing. This market study will fulfill that proof. ' I am fairly confident that a study will identify need for some form of senior housing. Very few communities can demonstrate L1.2 need for additional senior housing. However, I feel it is premature for me to include a specific architectural firm at this time as the type of housing may require a different firm. 11 1 1 Over the years we have worked with probably 20 different architectural firms, each with different specialties. It would be very unlikely that a firm I would recommend for congregate senior housing would be the same for low income subsidized housing. The designs and requirements differ for each type of housing, as would market rate and assisted living. Therefore I would prefer to identify the market demand before recommending a specific architectural firm. At the start of Phase II, I would be more than happy to help you select and work with the best firm for your housing needs. In addition, I have worked with numerous senior housing 1 developers, both with market rate and subsidized housing. If you should decide to seek outside persons to develop the appropriate housing, I would be more than happy to place you in touch with these developers. It is difficult to place a specific dollar amount for phase two because there are so many variables. To place a fee on conducting a thorough site analysis will be dependant upon the number of sites to evaluate. Similarly, to establish a cost for schematic design without knowing the number of units is difficult. It takes much more work to prepare schematics for 100 units than for 30 units. Therefore, for budgetary purposes, I have talked to a number ' of architectural firms and would estimate a fee based on the following: * Site selection $ 800.00 per site * Schematic design $ 100.00 to $150.00 per unit * Ownership /Management options $1000.00 * Cost analysis and cash flow model $1000.00 As a source of information regarding the differences between ' the various forms of senior housing and the levels of services required, I am enclosing a summary of continuum components for long term care senior housing. These needs must be addressed when deciding upon the appropriate housing mix for seniors in any community. In addition, I am enclosing information on previous senior ' housing studies. We have conducted numerous similar housing reports all across the Upper Midwest, and they have all met the requirements of lending institutions and governmental funding agencies including HUD, MHFA, and FmHA.• The following is a listing of senior housing studies with which we have been involved. ' 1 1 1 II SENIOR HOUSING EXPERIENCE r Advantage Marketing Group Inc. is actively involved in the research and marketing of Senior Housing. Cities, nursing homes, II hospitals, hospital districts, HRAs, and private developers have benefitted from the professional services offered by our organization. All of our studies are accepted by lending institutions, the Housing and Urban Development Agency, the I Minnesota Housing Finance Agency and the Farmer's Home Administration as evidence of need for mortgage purposes. II During the past four years, we have completed housing market analysis studies in the following communities: I Congregate Senior Studies: * Deer River * Bigfork * Andover * Ham Lake * Hutchinson * Glencoe I * Staples * Amery, WI * Freemont, OH * Circle Pines * Clara City * Appleton * St. Paul * Prior Lake * Owatonna I * Burnsville * Farmington * Gaylord * Arlington * New Richmond, WI * Faribault * Cook II Subsidized Studies II * Morristown * Cold Spring * Isanti(2) * St. Francis * Mora * Rice * Freeport * Long Prairie * Glencoe * Sandstone * Little Falls * Pine City(2) I * Hinkley * Pierz(2) * Nisswa * Remer * Bagley * Hutchinson(2) * Milaca * Princeton * Cambridge II * Rush City * Motley * Staples * Wadena * Anoka * Onamia • II Market Rate Studies * Red Wing * St. Cloud * Sauk Rapids 1 * Kimball 1 We have or are currently providing various forms of m arketing assistance to congregate senior projects located in the following communities: 1 * Sartell * Golden Valley * Brainerd * Glencoe * Deer River * Bigfork * Watertown, SD * Amery, WI * Appleton II * Owatonna * Rochester * Clara City * Gaylord * Farmington II PROJECT PERSONNEL Lead Researcher Michael A. Schoenecker EXPERIENCE: April 1987 to Present President of Advantage Marketing Group Inc., in St. Cloud, Minnesota Marketing consulting firm specializing in ' strategic planning, market research, advertising, multi -media productions, public relations, training, marketing implementation and monitoring, and special projects. Directly involved in conducting over 50 senior housing studies over the past four years. 1984 - 1987 -- Marketing Director for McMahon, Hartmann, Amundson, & Co., in St. Cloud, Minnesota First marketing director for this 65 person accounting and computer consulting firm. Responsibilities included development, evaluation, and monitoring of firm marketing goals and budget; market research; development of image and promotional materials; coordination of the sales and marketing activities of the staff and partners; and marketing consulting with other professional firms. 1979 - 1984 -- Marketing Director for Consulting Engineers Diversified in Maple Grove, Minnesota (Now known as Donohue Engineering) First marketing director for this 70 person engineering and architectural firm. Responsibilities included preparation of proposals, presentations, market research, marketing budget, and marketing planning as well as client contacts and public relations. 1974 - 1979 -- Teacher and Coach for Independent School District NO. 740 in Melrose, Minnesota EDUCATION: Bachelor of Arts - 1974 Graduate University of Minnesota, Morris Master of Business Administration Candidate College of St. Thomas Advanced Study: Sacramento State College University of Minnesota University of Wisconsin St. Cloud State University i 1 11 II In addition, Mike is an executive board member of the Minnesota State Board on Aging, and has made senior housing presentations to numerous groups including the State Convention for Minnesota Homes I for the Aged (MAHA), an organization of non - profit hospitals and nursing homes and the Northern Minnesota Health Care Consortium. 1 Project Support Staff Louise McNamara II EXPERIENCE: April 1991 to Present - Research Assistant, Advantage Marketing Group, Inc. 1 Work experience has revolved around preparation of market rate and subsidized housing studies, development of articles advertisements and press 1 releases, and coordination of special event promotions. I Has worked directly on over 20 housing studies over the last year. ' EDUCATION: Bachelor of Science, 1991 Graduate College of St. Benedicts, St. Joseph, MN II R. Brent Gunsbury EXPERIENCE: May 1992 to Present - Support Assistant 1 Advantage Marketing Group, Inc. Compiled media and market research; prepared news releases; wrote articles; established media II contacts; and assisted with advertising themes. EDUCATION: Bachelor of Arts, 1992 Graduate II Concordia College, Moorhead, MN Liberal Arts Studies, 1987 -1989 II University of St. Thomas, St. Paul, MN Ryo Miyagi I EXPERIENCE: July 1991 to Present - Support Assistant Advantage Marketing Group, Inc. 1 Assist in development and evaluation of market studies; coordinate promotion and recruitment for II Minnesota State University - Akita in Japan; and assist Minnesota firms with exporting. II 11 1989 to 1991 - Intercultural Liaison St. Cloud, MN 1 Worked as main liaison for Japanese trade /educational delegations. 1973 -1985 - Manager of Sales and Marketing Marui Imai Department Stores, Sapporo, Japan Directed marketing, market trend forecasting, strategic planning and market research for 5 store operation employing 1200 with annual sales of $700 million. EDUCATION: Bachelor of Science, 1973 Graduate (Economics) Otaru University of Commerce, Otaru, Hokkaido, Japan Master of Business Administration, 1989 Graduate 11 St. Cloud State University, St. Cloud, MN Master of Business Administration, Candidate Florida Institute of Technology, Melbourne, FL American Management Program Japan American Institute of Management Science Honolulu, HA REFERENCES 1 Mark Paulsen Harold Jesh 11 Administrator Schmitz - Kornovich Development Appleton Municipal Hospital Sauk Rapids, MN Appleton, MN 612 - 252 -4015 612 - 289 -2422 1 Bill Kemp Brad Larson Helgeson Development Metcalf & Larson, Attorneys Sartell, MN Monticello, MN 612 - 255 -0085 612- 421 -3393 Bob Pauly Skip Sorenson Pauly Olsen Architectural Johnson, Sheldon, Sorenson, Services Group Architects St. Cloud, MN Minnetonka, MN 612- 252 -4740 612- 935 -6337 1 1 1 1 Zack Johnson Lillian Carr EOS Architects Northern Itasca Hospital Excelsior, MN Bigfork,MN 612 - 474 -3291 218- 743 -3177 1 All we need to begin working on your study, is a signed copy of this letter and a check in the amount of $4900. Our total fee includes all out -of- pocket expenses including: printing expenses ' for the survey, envelopes, cover letters, 15 copies of the bound report, travel expenses, telephone calls, purchase of the mailing lists, and all postage. We anticipate the study to require ' 90 -120 days for completion when including a survey. This provides for adequate return time of the surveys, as well as tabulation. 1 If you have any questions or would like to meet to discuss this proposal, please give me a call at 612 - 253 -6392. Sincerely, ADVANTAGE MARKETING GROUP INC. CITY OF CHANHASSEN 1 C ,�tti�u� Michael A. Schoenecker Paul Krauss President City Planner Date: / ` L Date: 1 1 1 1 1 1 • 1 1 1 1 LONG TERM CARE HOUSING CONTINUUM CONTINUUM COMPONENTS INDEPENDENT LIVING CONGREGATE HOUSING ASSISTED LIVING NURSING HOME DESCRIPTION Covers a broad range of Provides a living arrangement Provides a living arrangement Provides a living arrangement housing options for older which integrates shelter and which integrates shelter and which integrates shelter with persons who are functionally services for those older services for frail older persons medical, nursing, and socially independent most persons who are frail, who are functionally and/or psychosocial and rehab of the time. chronically ill or socially socially impaired and need services for persons who isolated, but who do not need 24 -hour supervision. require 24 -hour nursing 24 -hour supervision. supervision. A B C D PRIMARY -Age Segregated Buildings A Plus: A and B Plus A, B and C Plus: SERVICES Environmental Security -One meal per day -Case Management - 24 - hour Nursing Supervision - Administrator may coordinate - Transportation - Assistance with activities for services for residents (i.e. - Housekeeping Assistance Daily Living transportation. housekeeping, - Activities - Medication Monitoring etc.) -24 -Hour Protective Oversight - Creating opportunities for -Three meals per day socialization. RESIDENT ASSESSMENT CRTIERIA MOBILITY Capable of moving about Capable of moving about Mobile but may require May require assistance with independently. Able to seek independently. Able to seek escort/assistance due to transfers from bed, chair. and follow directions. Able and follow directions. Able confusion, poor vision, toilet. to evacuate independently in to evacuate independently in weakness, or poor motivation. OR emergency. emergency. OR Requires transfer and trans- OR OR Requires occasional assis- port assistance. Requires • Ambulatory with cane/ Ambulatory with cane/ tance to move about but turning and positioning in bed walker. Independent with walker. Independent with usually independent • and wheelchair. wheelchair but needs help in wheelchair but needs help in an emergency. an emergency. M 1111 IIIIII in ME M air — r -- e -- MB S MI MI NI — -- O r are INDEPENDENT LIVING CONGREGATE HOUSING ASSISTED LIVING NURSING HOME NUTRITION Able to prepare own meals. Able to prepare own meals. May require assistance getting May be unable or unwilling to Fars meals without Eats meals without assistance. to dining room and/or go to dining room. May be assistance. requires minimal assistance dependent on staff for eating/ Minimum of at least one meal a such as opening cartons or feeding needs. day available. other packages. cutting food. OR or preparing trays. Totally dependent on staff for nourishment (includes Usually all three meals reminders to eat and/or provided. feeding). HYGIENE Independent in all care Independent in all care May require assistance with May be dependent on staff for including bathing and including bathing and personal bathing. or hygiene. all personal hygiene. personal laundry. laundry. OR May require assistance, initiation, structure, or reminders. Resident com- pletes the task. HOUSEKEEPING Independent in performing Independent in performing Housekeeping and laundry Housekeeping and laundry housekeeping functions housekeeping functions services provided. services provided. (including mating bed, (including making bed, vacuum- vacuuming, cleaning and ing, cleaning and laundry). laundry). OR May need assistance with heavy housekeeping, vacuuming, laundry and changing linens. DRESSING Independent and dresses Independent and dresses May require occasional May be dependent on staff for appropriately. appropriately• assistance with shoe laces, dressing. zippers. etc., and/or medical appliances or garments. OR May require reminders. initiation or motivation. Resident completes the task. INDEPENDENT LIVING CONGREGATE ROUSING ASSISTED LIVING NURSING HOME TOILETING Independent and completely Independent and completely Same as Independent Living May have problem with continent. continent. OR incontinence, colostomy or OR OR May have occasional problem catheter and require May have incontinence, May have incontinence, with incontinence, colostomy, assistance. colostomy or catheter, but colostomy or catheter, but or catheter, and may require OR independent in caring for self independent in caring for self assistance in caring for self May be dependent and unable through proper use of through proper use of materials/ through proper use of to communicate needs. materials/supplies. supplies. material/supplies. MEDICATIONS Responsible for self adminis- Responsible for self administea- Able to self - administer Medications administered by tration of all medications. tion of all medications. medications. Facility staff licensed personnel. may have to remind and monitor the actual process. OR May arrange for family or home health agency to establish a medication administration system. Staff may remind and monitor. OR Facilities staffed by RN's and LPN's can administer medications to residents. • MENTAL Oriented to person. place and Oriented to person, place and May require occasional Judgement is likely to be poor STATUS time. time. direction or guidance in and the resident may not AND AND getting from place to place. attempt tasks which are not Memory is intact, but has Memory is intact, but has OR within capacities. occasional forgetfulness occasional forgetfulness without May have difficulty with OR without consistent pattern of consistent pattern of memory occasional confusion which May require strong orienta memory loss. loss. may result in anxiety. social Lion and reminder program. AND AND withdrawal, or depression. May need guidance in getting Able to reason, plan and Able to reason, plan and OR from place to place. • organize daily events. Mental organize daily events. Mental Orientation to tine or place or OR capability to identify environ- capability to identify person may be minimally Disoriented to time. place and mental needs and meet them. environmental needs and meet impaired. person. them. OR • Memory is severely impaired. Usually unable to follow directions. N - - - - 111111 - - - MI r On — N • N all i a MI r MI I- I MB MI MI i • •- MI V r- INDEPENDENT LIVING CONGREGATE HOUSING ASSISTED LIVING NURSING ROME BEHAVIORAL Deals appropriately with Deals appropriately with May require periodic May require regular emotions and uses available emotions and uses available intervention from staff to intervention from staff to resources to cope with inner resources to cope with inner facilitate expression of facilitate expression of stress. stress. feelings in order to cope with feelings and to deal with AND AND inner stress. periodic outbursts of anxiety Deals appropriately with other Deals appropriately with other OR or agitation. residents and staff. residents and staff. May require periodic OR OR intervention from staff to Maximum staff intervention May require periodic resolve conflicts with others is required to manage intervention from staff to in order to cope with behavior. Resident may be a facilitate expression of situational stress. physical danger to self or feelings in order to cope with other. inner stress. OR OR Expectations are unrealistic May require periodic and approach to staff is intervention from staff to uncooperative. resolve conflicts with others in order to cope with situational stress. • SOURCE: Colorado Association of Homes and Services for the Aging Denver, Colorado Amended by Advantage Marketing Group Inc. St. Cloud, Minnesota • 1 1 1 1 PROPOSAL FOR A 1 SENIOR HOUSING STUDY FOR THE II CITY OF CHANHASSEN 1 1 1 1 1 1 prepared by ADVANTAGE MARKETING GROUP INC. 1 921 1ST STREET NORTH SUITE 201 ST. CLOUD, MN 56303 II (612) 253 -6392 1 1 1 1 1 1 11 ' July 1, 1992 Paul Krauss, AICP 1 Director of Planning City of Chanhassen Box 147 Chanhassen, MN 55317 Dear Mr. Krauss: I am pleased to submit the following information in response to your request for proposals regarding a market study for senior housing for the City of Chanhassen. The cost for a complete market study is $9800, with 50% due upon signing this agreement, and the remainder to be paid following presentation of the findings. The finished report will be comprised of approximately 60 -70 pages of facts and numbers consisting of: 1 * Scope and purpose * Service area description * Demographics of the service area (1980, 1991, 1996) - population projections 1 - population estimates - household characteristics - household estimates * Household income and expenditures * Current housing situation 1 - real estate market - housing market in general - survey of existing apartments * Survey results and summary - survey of households over age 65 * Estimated demand * Findings ' * Recommendations - includes number and type of units as well as unit mix 1 Part of this analysis includes a market survey of households over age 65 within a predetermined study area that we will select together. This area is normally the same service area as local health care centers and the local business district, but may be different due to competing facilities. Preliminarily we are aware of congregate market rate senior facilities located only in Waconia, Savage and Golden Valley. Therefore, I feel the drawing area for a senior housing project would be much greater to the north and west. You may decide to expand beyond this area for marketing of a facility, but for analysis purposes, I would recommend staying within these zip code areas. , At this time, I would suggest the following areas by zip code which total 3225 households over age 65: 1 Chanhassen 55317 Chaska 55318 Excelsior 55331 Eden Prairie 55344 W Minnetonka 55345 Shakopee 55379 Spring Park 55384 There are several advantages of utilizing a mailed survey versus just a demographic analysis and focus groups. First, the survey allows you to premarket the project to your potential renters, as well as provide a list of those interested. It furnishes you more accurate information than just an analysis, and it provides much more detailed information such as affordable rents, amenities, and timelines for moving into the project. If however, you prefer to forego the mailed survey, the cost to conduct just a demographic analysis and three focus groups of 30 to 45 area seniors would be $8000. ' Our fee for the complete market analysis includes surveying the identified households within the market area. Our typical response rate on a survey such as this, ranges from 18 to 22 percent, which is a very good rate of return. For the purpose of this proposal, we anticipate a printing and mailing of up to 3300 surveys and letters, with a response rate of around 660. Our out -of- pocket expenses include printing of surveys, cover letters, out -going envelopes, business reply envelopes, out -going and in- coming postage. , The final report will be presented to you so that any questions may be answered. All financial lending institutions require some form of proof of need prior to lending project financing. This market study will fulfill that proof. I am fairly confident that a study will identify need for ' some form of senior housing. Very few communities can demonstrate no need for additional senior housing. However, I feel it is premature for me to include a specific architectural 11 firm at this time as the type of housing may require a different firm. • 1 ' Over the years we have worked with probably 20 different architectural firms, each with different specialties. It would be very unlikely that a firm I would recommend for congregate senior housing would be the same for low income subsidized housing. The designs and requirements differ for each type of housing, as would market rate and assisted living. Therefore I would prefer to identify the market demand before recommending a ' specific architectural firm. At the start of Phase II, I would be more than happy to help you select and work with the best firm for your housing needs. In addition, I have worked with numerous senior housing developers, both with market rate and subsidized housing. If you 1 should decide to seek outside persons to develop the appropriate housing, I would be more than happy to place you in touch with these developers. It is difficult to place a specific dollar amount for phase two because there are so many variables. To place a fee on conducting a thorough site analysis will be dependant upon the number of sites to evaluate. Similarly, to establish a cost for schematic design without knowing the number of units is difficult. It takes much more work to prepare schematics for 100 units than for 30 units. Therefore, for budgetary purposes, I have talked to a number of architectural firms and would estimate a fee based on the following: 1 * Site selection $ 800.00 per site * Schematic design $ 100.00 to $150.00 per unit * Ownership /Management options $1000.00 * Cost analysis and cash flow model $1000.00 As a source of information regarding the differences between the various forms of senior housing and the levels of services required, I am enclosing a summary of continuum components for long term care senior housing. These needs must be addressed• when deciding upon the appropriate housing mix for seniors in any community. In addition, I am enclosing information on previous senior housing studies. We have conducted numerous similar housing ' reports all across the Upper Midwest, and they have all met the requirements of lending institutions and governmental funding agencies including HUD, MHFA, and FmHA. The following is a listing of senior housing studies with which we have been involved. 1 1 1 II SENIOR HOUSING EXPERIENCE. Advantage Marketing Group Inc. is actively involved in the , research and marketing of Senior Housing. Cities, nursing homes, hospitals, hospital districts, HRAs, and private developers have I benefitted from the professional services offered by our organization. All of our studies are accepted by lending institutions, the Housing and Urban Development Agency, the Minnesota Housing Finance Agency and the Farmer's Home II Administration as evidence of need for mortgage purposes. During the past four years, we have completed housing market analysis studies in the following communities: II Congregate Senior Studies: * Deer River * Bigfork * Andover * Ham Lake * Hutchinson * Glencoe * Staples * Amery, WI * Freemont, OH * Circle Pines * Clara City * Appleton II * St. Paul * Prior Lake * Owatonna * Burnsville * Farmington * Gaylord * Arlington * New Richmond, WI * Faribault II * Cook Subsidized Studies II * Morristown * Cold Spring * St. Francis I/ * Mora * Isanti(2) * Rice * Freeport * Long Prairie * Glencoe * Sandstone * Little Falls * Pine City(2) II * Hinkley * Pierz(2) * Nisswa * Remer * Bagley * Hutchinson(2) * Milaca * Princeton * Cambridge * Rush City * Motley * Staples II * Wadena * Anoka * Onamia Market Rate Studies 1 * Red Wing * St. Cloud * Sauk Rapids * Kimball 1 We have or are currently providing various forms of II marketing assistance to congregate senior projects located in the following communities: * Sartell * Golden Valley * Brainerd II * Glencoe * Deer River * Bigfork * Watertown, SD * Amery, WI * Appleton * Owatonna * Rochester * Clara City , * Gaylord * Farmington II II 1 PROJECT PERSONNEL Lead Researcher Michael A. Schoenecker EXPERIENCE: April 1987 to Present President of Advantage Marketing Group Inc., in St. Cloud, Minnesota Marketing consulting firm specializing in strategic planning, market research, advertising, multi - media productions, public relations, training, marketing implementation and monitoring, and special projects. Directly involved in conducting over 50 senior housing studies over the past four years. 1984 - 1987 -- Marketing Director for McMahon, Hartmann, Amundson, & Co., in St. Cloud, Minnesota First marketing director for this 65 person accounting and computer consulting firm. Responsibilities included development, evaluation, and monitoring of firm marketing goals and budget; 11 market research; development of image and promotional materials; coordination of the sales and marketing activities of the staff and partners; and marketing consulting with other professional firms. 1979 - 1984 -- Marketing Director for Consulting 11 Engineers Diversified in Maple Grove, Minnesota (Now known as Donohue Engineering) First marketing director for this 70 person engineering and architectural firm. Responsibilities included preparation of proposals, presentations, market research, marketing budget, and marketing planning as well as client contacts and public relations. 1974 - 1979 -- Teacher and Coach for Independent School District NO. 740 in Melrose, Minnesota EDUCATION: Bachelor of Arts - 1974 Graduate University of Minnesota,. Morris Master of Business Administration Candidate College of St. Thomas Advanced Study: Sacramento State College 11 University of Minnesota University of Wisconsin St. Cloud State University 1 1 In addition, Mike is an executive board member of the Minnesota State Board on Aging, and has made senior housing presentations to numerous groups including the State Convention for Minnesota Homes for the Aged (MAMA), an organization of non - profit hospitals and nursing homes and the Northern Minnesota Health Care Consortium. Project Support Staff ' Louise McNamara EXPERIENCE: April 1991 to Present Research Assistant, Advantage Marketing Group, Inc. Work experience has revolved around preparation of t market rate and subsidized housing studies, development of articles advertisements and press releases, and coordination of special event promotions. Has worked directly on over 20 housing studies over the last year. EDUCATION: Bachelor of Science, 1991 Graduate College of St. Benedicts, St. Joseph, MN R. Brent Gunsbury 1 EXPERIENCE: May 1992 to Present - Support Assistant Advantage Marketing Group, Inc. 1 Compiled media and market research; prepared news releases; wrote articles; established media contacts; and assisted with advertising themes. EDUCATION: Bachelor of Arts, 1992 Graduate Concordia College, Moorhead, MN 1 Liberal Arts Studies, 1987 -1989 University of St. Thomas, St. Paul, MN Ryo Miyagi EXPERIENCE: July 1991 to Present Support Assistant Advantage Marketing Group, Inc. Assist in development and evaluation of market 1 studies; coordinate promotion and recruitment for Minnesota State University - Akita in Japan; and assist Minnesota firms with exporting. I/ 11 1 II II 1989 to 1991 - Intercultural Liaison St. Cloud, MN Worked as main liaison for Japanese II trade /educational delegations. 1973 -1985 - Manager of Sales and Marketing II Marui Imai Department Stores, Sapporo, Japan Directed marketing, market trend forecasting, II strategic planning and market research for 5 store operation employing 1200 with annual sales of $700 million. II EDUCATION: Bachelor of Science, 1973 Graduate (Economics) Otaru University of Commerce, Otaru, Hokkaido, Japan 1 Master of Business Administration, 1989 Graduate St. Cloud State University, St. Cloud, MN II Master of Business Administration, Candidate Florida Institute of Technology, Melbourne, FL 1 American Management Program Japan American Institute of Management Science Honolulu, HA I REFERENCES II Mark Paulsen Harold Jesh Administrator Schmitz - Kornovich Development Appleton Municipal Hospital Sauk Rapids, MN I Appleton, MN 612 - 252 -4015 612 - 289 -2422 II Bill Kemp Brad Larson Helgeson Development Metcalf & Larson, Attorneys Sartell, MN Monticello, MN 11 612- 255 -0085 612 - 421 -3393 II Bob Pauly Skip Sorenson Pauly Olsen Architectural Johnson, Sheldon, Sorenson, Services Group Architects St. Cloud, MN Minnetonka, MN 1 612 - 252 -4740 612-935 -6337 1 II II 1 Zack Johnson Lillian Carr EOS Architects Northern Itasca Hospital Excelsior, MN Bigfork,MN 612 - 474 -3291 218 - 743 -3177 All we need to begin working on your study, is a signed copy 1 of this letter and a check in the amount of $4900. Our total fee includes all out -of- pocket expenses including: printing expenses for the survey, envelopes, cover letters, 15 copies of the bound report, travel expenses, telephone calls, purchase of the mailing lists, and all postage. We anticipate the study to require 90 -120 days for completion when including a survey. This provides for adequate return time of the surveys, as well as tabulation. If you have any questions or would like to meet to discuss 1 this proposal, please give me a call at 612 - 253 -6392. Sincerely, 1 ADVANTAGE MARKETING GROUP INC. CITY OF CHANHASSEN Michael A. Schoenecker Paul Krauss President City Planner Date: '- Date: 1 1 1 1 1 1 1 1 1 s- r r N NM - MN e- M 1111 NM IN r All R IN LONG TERM CARE HOUSING CONTINUUM CONTINUUM COMPONENTS INDEPENDENT LIVING CONGREGATE HOUSING ASSISTED LIVING NURSING HOME DESCRIPTION Covers a broad range of Provides a living arrangement Provides a living arrangement Provides a living arrangement housing options for older which integrates shelter and which integrates shelter and which integrates shelter with persons who are functionally services for those older services for frail older persons medical, nursing, and socially independent most persons who are frail, who are functionally and/or psychosocial and rehab of the time. chronically ill or socially socially impaired and need services for persons who isolated, but who do not need 24 -hour supervision. require 24 -hour nursing 24 -hour supervision. supervision. A B C D PRIMARY - Age Segregated Buildings A Plus: A and B Plus A, B and C Plus: SERVICES Environmental Security -One meal per day -Case Management -24 -hour Nursing Supervision - Administrator may coordinate - Transportation - Assistance with activities for services for residents (Le. - Housekeeping Assistance Daily Living transportation. housekeeping, - Activities - Medication Monitoring etc.) -24 -Hour Protective Oversight - Creating opportunities for -Three meals per day socialization. RESIDENT ASSESSMENT CRITERIA MOBILITY Capable of moving about Capable of moving about Mobile but may require May require assistance with independently. Able to Lek independently. Able to seek escort/assistance due to transfers from bed, chair, and follow directions. Able and follow directions. Able confusion, poor vision, toilet. to evacuate independently in to evacuate independently in weakness, or poor motivation. OR emergency. emergency. OR Requires transfer and trans- OR OR Requires occasional assis- port assistance. Requires • Ambulatory with cane/ Ambulatory with cane/ Lance to move about but turning and positioning in bed walker. Independent with walker. Independent with usually independent. and wheelchair. wheelchair but needs help in wheelchair but needs help in an emergency. an emergency. INDEPENDENT LIVING CONGREGATE HOUSING ASSISTED LIVING NURSING HOME NUTRITION Able to prepare own meals. Able to prepare own meals. May require assistance getting May be unable or unwilling to Fats meals without Eats meals without assistance. to dining room and/or go to dining room_ May be assistance. requires minimal assistance dependent on staff for eating/ Minimum of at least one meal a such as opening cartons or feeding needs. day available. other packages, cutting food, OR or preparing trays. Totally dependent on staff for nourishment (includes Usually all three meals reminders to eat and/or provided. feeding). HYGIENE Independent in all care Independent in all care May require assistance with May be dependent on staff for including bathing and including bathing and personal bathing, or hygiene. all personal hygiene. personal laundry. laundry. OR May require assistance, initiation, structure, or reminders. Resident com- pletes the task. HOUSEKEEPING Independent in performing Independent in perfomring Housekeeping and laundry Housekeeping and laundry housekeeping functions housekeeping functions services provided. services provided. (including making bed, (including making bed vacuum- . vacuuming, cleaning and ing, cleaning and laundry). laundry). OR May need assistance with heavy housekeeping, vacuuming, laundry and changing linens. DRESSING Independent and dresses Independent and dresses May require occasional May be dependent on staff for appi upriately. appropriately. assistance with shoe laces, dressing. zippers, etc., and/or medical appliances or garments. OR May require reminders, initiation or motivation. Resident completes the task. —111111 I M- NM 1111 N 1111 r- M, -- r M I NO r r 111111 w- -- r MI N r NM NMI r r r r r- INDEPENDENT LIVING CONGREGATE HOUSING ASSISTED LIVING NURSING HOME TOILETING Independent and completely Independent and completely Same as Independent Living May have problem with continent. continent. OR incontinence. colostomy or OR OR May have occasional problem catheter and require May have incontinence, May have incontinence, with incontinence. colostomy, assistance. colostomy or catheter, but colostomy or catheter, but or catheter. and may require OR independent in caring for self independent in caring for self assistance in caring for self May be dependent and unable through proper use of through proper use of materials/ through proper use of to communicate needs. materials/supplies. supplies. material/supplies. MEDICATIONS Responsible for self adminis- Responsible for self administra- Able to self- administer Medications administered by tration of all medications. tion of all medications. medications. Facility staff licensed personnel. may have to remind and monitor the actual process. OR May arrange for family or home health agency to establish a medication administration system. Staff may remind and monitor. OR Facilities staffed by RNs and LPN's can adrinister medications to residents. MENTAL Oriented to person, place and Oriented to person, place and May require occasional Judgement is likely to be poor STATUS time. time. direction or guidance in and the resident may not AND AND getting from place to place. attempt tasks which are not Memory is intact, but has Memory is intact, but has OR within capacities. occasional forgetfulness occasional forgetfulness without May have difficulty with OR without consistent pattern of consistent pattern of memory occasional confusion which May require strong orienta- memory Toss. loss. may result in anxiety. social tion and reminder program. AND AND withdrawal, or depression. May need guidance in getting Able to reason. plan and Able to reason, plan and OR from place to place. organize daily events. Mental organize daily events. Mental Orientation to tirne or place or OR capability to identify environ capability to identify person may be minimally . Disoriented to time, place and mental needs and meet them. environmental needs and meet impaired. person. them. OR • Memory is severely impaired. Usually unable to follow directions. INDEPENDENT LIVING CONGREGATE HOUSING ASSISTED LIVING NURSING HOME BEHAVIORAL Deals appropriately with Deals appropriately with May require periodic May require regular emotions and uses available emotions and uses available intervention from staff to intervention from staff to resources to cope with inner resources to cope with inner facilitate expression of facilitate expression of stress. stress. feelings in order to cope with feelings and to deal with AND AND inner stress. periodic outbursts of anxiety Deals appropriately with other Deals appropriately with other OR or agitation. residents and staff. residents and staff. May require periodic OR OR intervention from staff to Maximum staff intervention May require periodic resolve conflicts with others is required to manage intervention from staff to in order to cope with behavior. Resident may be a facilitate expression of situational stress. physical danger to self or feelings in order to cope with others. inner stress. OR OR Expectations are unrealistic May require periodic and approach to staff is intervention from staff to uncooperative. resolve conflicts with others in order to cope with situational stress. SOURCE: Colorado Association of Homes and Services for the Aging Denver, Colorado Amended by Advantage Marketing Group Inc. St. Cloud, Minnesota - 1111 a - MI M- MI 111111 - MI OM I OM r R N OM 1 1 ARLINGTON SERVICE AREA HOUSING OPTIONS SURVEY The following is a survey designed to identify particular housing needs of persons either approaching or in their retirement years. We ask that you take a few minutes to answer the survey as complete as you can. Answering all of the questions would be extremely useful to us. Thank you for your time and cooperation. I Mark the choice or answer which BEST describes your feelings or situation. 11 1. Please indicate our Zip Code: Y P 2. Please indicate your: Age Sex r 3. Please indicate your spouse's age: 4. Are you a renter or homeowner? (circle one) Renter Homeowner 1 5. If you were to move, would you prefer to rent or purchase your next residence? (circle one) Rent Purchase 6. Which of the following housing types would interest you the most if you were to move in the future? (check one) Single family house Condominium Apartment Townhouse Other 7. If an apartment facility were built, how many floors would you like it to be? One Two Three 11 II 8. When would you consider moving from your present home to some other housing situation? il Within One Year Five to Ten Years II One to Two Years Don't Know Two to Five Years Not Considering II 9. If a senior housing project was completed in the Fall of II 1992, when would you be interested in moving to the complex: Upon Completion Within 3 -5 years ' Within 1 -2 years Not Considering 11 Please answer the following questions as if you decided to 1 move to an apartment complex designed specifically for retirement age individuals. Answer even if you didn't check apartment in question #3. 1 10. Which of the following type of apartment living would MOST II appeal to you? Complete independent living. No services such as 1 meals, housekeeping, or transportation. Independent living with minimum services. (one daily II meal, light housekeeping, and transportation) Independent living with complete services. (all meals, II daily housekeeping, and transportation) Independent living with one meal included and the other meals available if you so desire; weekly housekeeping, II and transportation. NOTE: Meals mentioned above would be served in a congregate II dining room next to the lobby and lounge areas. 11. If prepared meals were an option, how many meals would you like to have included in your rent on a daily basis? II One Two Three 1 II II 1 12. Listed below are several options for the apartment design you would like to have should you decide to leave your present home. Please keep in mind that the LARGER UNITS COST MORE than the smaller units. Check only one selection for each option. Living Area: Combined living room /dining area Living room with separate dining area No living room, just a sleeping room Kitchen: With space for eating g Without space for eating I With breakfast bar No kitchen Would you be willing to pay extra for: Microwave Yes No Dishwasher Yes No 1 Disposal Yes ____No Bedrooms: One Bedroom Deluxe Two Bedroom I One Bedroom with Den Three Bedroom Two Bedroom One Bedroom Efficiency Bathroom: One Full Bath One Full Bath and 1/2 Bath off Master Bedroom One Full Bath with each Bedroom 11 Please check your preference for bathing facilities Bath Tub Only Shower Only Bath Tub and Shower Should the bathroom be handicapped accessible? Yes No 13. Please check the type of amenities /features you would like to have inside each apartment. (check as many as you would like 1 to see.) Cable TV Extra External Storage Dishwasher Extra Internal Storage Air Conditioner Emergency Pull Cord 1 1 11 14. Which of the following would be important to you, keeping in mind that each amenity /feature would add cost to each unit. II (Please check as any as you have interest in) Activities Director Garage II Game Room Garden Plots Workshop /Woodworking Guest Apartment Craft Room Ceramics Kiln Solarium /Sun Room 24 -Hour Security Chapel In -Home Medical Sauna Assistance Library Private Party Room Beauty /Barber Shop Formal Dining Area Pharmacy Transportation Service Patio Deck ■ Housekeeping Services 15. In order to meet the housing needs of the community, it is 1 very important for us to know what price seniors are able to pay. Please check below the maximum rent you are able to pay. 1 $550 /month $750 /month $600 /month $800 /month $650 /month $850 /month II $700 /month $900 /month 16. Do you own and drive a car? II Yes No 1 17. How many people presently live in your household? II 18. My nearest relative lives: II 0 -5 miles away 20 -40 miles away II 6 -20 miles away More than 40 miles away 19. Do any members of your household presently require any of the 1 following? (Please specify all that.apply.) Wheelchair Special Medication 11 Dressing /Bathing Special Diet Assistance 1 1 „gull__________ II r . The following questions may appear a bit personal because they address financial issues. Please remember that these questions II are asked only to help us determine if any new senior housing built in Arlington is affordable to the potential residents. Since your name does not appear on this survey, no one will know your answers. (All information will be kept strictly II confidential) II 20. Which of the following' categories best describes the total income from your household for 1991? Please indicate all income including wages, Social Security, pensions, interest, dividends, and any other income. II Under $10,000 $20,000 to $25,000 I $10,000 to $15,000 to $35,000 $15,000 to $20,000 Over $35,000 II 21. Excluding your home, what are your approximate personal financial assets? (CD's, stocks, bonds, savings, mutual II funds, money market funds, real estate, other investments, etc.) Under $5,000 $30,000 to $45,000 $5,000 to $15,000 $45,000 to $60,000 $15,000 to $30,000 Over $60,000 II 11 22. What is the estimated value of your present home including property? t Do not own home $76,000 - $100,000 Under $30,000 $101,000 - $125,000 $31,000 - $50,000 Over $125,000 1 $51,000 - $75,000 II 23. If you rent, how much do you currently pay for rent on a monthly basis? II Less than $200 /month $501 - $600 /month $201 - $300 /month $601 - $700 /month I $301 - $400/month - $800 /month $401 - $500 /month More than $800 /month II II 24. If a senior apartment facility were built near the hospital 1 and each apartment was equipped with an emergency call system and 24 -hour security, you were provided with one meal per day, weekly light housekeeping and all utilities were II paid except your telephone bill, do you think you could afford to pay rents of $650 per month for a one bedroom or $775 per month for a two bedroom apartment? Keep in mind that this amount of rent would cover approximately two - thirds of your living requirements. When thinking of how much money you have for paying rent, if 1 you currently own a house, remember the income you would earn from the sale of your house. (Please only answer yes or no to one of the apartment sizes. Preferably the type of II apartment you would consider.) One bedroom Yes No Two bedroom Yes No 25. If an entrance fee were required to reduce the rents, and up to 80% were refundable upon leaving the unit, I would be willing and able to pay: II Less than $5,000 $25,000 to $30,000 $5,000 to $10,000 $30,000 to $35,000 $10,000 to $15,000 $35,000 to $40,000 $15,000 to $20,000 $40,000 to $45,000 $20,000 to $25,000 over $45,000 1 I am unwilling to pay any entrance fee. 26. Please indicate any comments you may wish to make. II II If you would like to be kept informed of the progress of this project, please indicate your name and address below, or give us II a call at 612 - 964 -2378. (OPTIONAL) Name Address II If you have any questions regarding this survey or this project, II please contact: Chuck Pettipiece Economic Development Coordinator I/ City of Arlington 312 West Alden P.O. Box 466 Arlington, MN 55307 I/ (612) 964 -2378 II II 1 I l I PPIn3()C I Er%c. 1 AN INDEPENDENT SENIOR COMMUNITY 1 i „.......„-,..„.. , . ierhxdoz4:v. , f Yt 1 _ _ ' ` t 1 ... a pleasant alternative 1 1 1 _ 1 LIW‘....._,E . Independence is a key factor when Our housing facility features 66 __ --� choosing a senior living environment. attractive units with a selection of for Most people want less responsibility different apartment styles and sizes. I while retaining the privacy of their own Each unit has individually - controlled home. Arbor Terrace is a new senior heating and cooling and is living community in Rochester, MN, handicapped accessible. You can res' I J N D F P [ N D ` NT that offers you security, services and all at ease knowing that help is nearb\ n the comforts of home. you need it. An emergency call system ` i `.. `t : LIVING in each unit can connect you direct!, F r-� Arbor Terrace is owned and operated by Samaritan Bethany, Inc., which has to Samaritan's Home Health Service: ► ,- f C -T- \ ! L r been involved in senior housing and 24 hours a day. long -term health care since 1922. We The monthly fee at Arbor Terrace have blended our knowledge of health includes daily continental breakfa s' care services with our experience in weekly light housekeeping, all utik es senior housing to create a unique except your telephone, scheduled community for seniors. transportation, laundry facilities a "-i I In the true tradition of Samaritan social and recreational opportunit,;s Bethany, Arbor Terrace is designed to Additional housekeeping services the provide affordable senior housing with noon and evening meal, and per i al 1 a health care touch. Whether you care services are available for ar aided charge. require medical support from our Home Health Services or can maintain Located at 700 Second Avenue \ `V., a totally independent lifestyle, Arbor Arbor Terrace is a two and three s:D ' Terrace is a distinctive senior housing building linked to Samaritan Bet' alternative worth checking into. Home on Eighth. We offer a Nestled in a cozy residential area comfortable, yet affordable rifest , .e for the senior who wants companio 'yip north of downtown Rochester, Arbor Terrace is available for all persons 62 or and a safe, secure living environ ent. older and is designed to provide you If you want freedom from house' -, ;d with comfortable living while chores yet want the privacy yo,. ' e preserving your independence and been accustomed to, consider I at privacy. Arbor Terrace. ; 0.1- r ,?-- - , . ';; . . :` wy p. 'y � 1 . ' 1 :A e 446....• T -• H 1. T ,, • ,. J ray- '- -4 . ,. ,,.. , ,IFr 1A,. R„ T`� t�6• � - , y!C. �, ' ;ice /1 -�. ..---- �' �_- t - - --: Al 1 1 t ., - ..:,,,,,..;;;., _,-,-_-,--, • li \ • - � ~ i - n` .r!•�. I/ "�� -.. , �:,- -: .ei' : : , - fix ;:- ? ._ . ,':Y '; iy ;1 ;? 'X.! - �;% fi 4'6 ,). 1 4 .;:' `,, ' 'h 1. \;. -, ; y' .1 1 1 AMENITIES AND FEATURES —. r — oo BATH °L I • NO entrance fee •TV and sitting lounges I 7x5 •Free fully- equipped laundry •Entry security system ' •Sprinklers and alarms for fire i KITCHEN •One and two bedroom units safety T 7x10 with full -sized kitchens J — FOYER - • Convenient location to public sxs I •Two centrally - located elevators transportation and shopping .. – — • Kitchen and dining room •Additional storage available rff pan je s (ask about our meal •Direct access to chapel and ,..k.1 li I beauty/barber shop •Craft and activities room L I 13x11 VING • I •Terrace off the dining room rE __ A . :) ---- ,;u . MASTER 1J BEDROOM < I 1 S 11x9 KITCHEN LIVING D. 9x11 L L n x, , lid ✓� 1111 1 ,4 \ F OYER I / BEDROOM 8x4 I \ 9x71 1 — – I \ BEDROOM / ,ox,o ° TWO BEDROOM APARTMENT - 590 Sq. Ft I BATH 7xs o °0 n , 7 i .±... ii r" — co 1 ONE BEDROOM APARTMENT - 380 Sq. Ft I j STUDY/ FOYE BEDROOM KITCHEN I 11,03 I i 9x9 ^ 1 D BASH o p — i� I 100 / 1 _— 1 , 0l . � x r... 1ol FOYER KITCHEN ���✓✓ /� �� DINING BATH 7x5 7x10 fr { 1 I lsxe By =L4 ..., 7 H p_, BEDROOM CI u v � f 10x11 10x11 I / /�� /� /� 1 TEE C_I MASTER BEDROOM I ,. __ _. -7 -= 1 r I : 1 LIVING ® ,0x10 ° 10x13 . <3n � Ian. ONE BEDROOM DELUXE APARTMENT - 450 Sq. Ft. TWO BEDROOM DELUXE APARTMENT -645 Sq. Ft. 1 _ 1 1 1 1 1 1 FOR MORE INFORMATION CONTACT: Residence Manager 700 Second Avenue N.W. P.O. Box 5947 Rochester, MN 55903 (507) 288 -4883 R E i 1 1 AN INDEPENDENT SENIOR COMMUNITY 700 Second Avenue N.W., P.O. Box 5947 Rochester, MN 55903 -5947 (507) 288 -4883 1 O Arbor Terrace is a member of the Samaritan Bethany family of senior services. Samaritan Bethany, Inc. is a church - related nonprofit organization dedicated to providing wholistic health care and congenial living environments, primarily to older adults. In addition to Arbor Terrace, the organization includes Samaritan Bethany Foundation, the Home on Eighth, the Heights and Samaritan Bethany Home Health Services. 1 1 LIFESTYLE COST COMPARISON CHART 1 Monthly Expenses Lifestyle Choices Arbor Terrace Your Home 1 Mortgage Payment $ $ (select rent level) Telephone $ $ 1 Heat Included $ Electricity Included $ Sewer and Water Included $ I Garbage Included $ Real Estate Taxes (monthly) Included $ Homeowner Insurance /Renter Insurance I ($20,000 coverage with replacement) Maintenance $10.00 $ ncluded $ Repair ncluded $ I Replacement ncluded $ Landscaping ncluded $ Lawn Care ncluded $ I Snow Removal ncluded $ Continental Breakfast ncluded $ Noon Meal $ $ I Evening Meal $ $ Housekeeping Included $ Activities Included $ I Entertainment $ $ Medical Expenses $ $ Fire Protection System Included $ Security System Included $ 1 Emergency Call System Included $ Non - Emergency Transportation Included $ 1 A. Total Monthly Expenses $ $ B. Monthly interest from home sale I (see table below) $ C. Amount available for monthly rent without using other assets 1 (Total of A & B) $ 1 Monthly Interest From Equity Investment Equity Proceeds Varying Interest Rates I From Sale Of Property 5% 6% 7% 8% 9% 10% $ 50,000 208 250 292 333 375 417 I $ 60,000 250 300 350 400 450 500 $ 70,000 292 350 408 467 525 583 $ 80,000 333 400 467 533 600 667 I $ 90,000 375 450 525: 600 675 750 $100,000 417 500 583 667 750 833 $120,000 500 600 700 813 900 1167 I '$150,000 625 750 875 1000 1126 1250 $180,000 750 900 1050 1200 1350 1500 1 . . _ . . 1 \ . 1 - - . . . • ••••• . - • .,,. ; . G"-'-' • ' ■ . ti ..• - 4 1... , 4 1 4 .,..., .-..... c i 1---- ..„, 4- .3... , - 1, -- .... k 11.- It ' • 1 41 i , „i i 3, _ •_ .1,12 , 1 _.. ...,...„0„..._.,.4....7...__......... •_.. ,..„........A :7, „.....r.... ..:.„ ..,. , : • 4.-- is,............ i, 1 • . ,r.,..-:4.f...-- :,;,.._--- .- -., .. 1/11111 - 14 _2 ; . 7''''' :t71** 4 - 1.. 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" '-. 7, 1. -'. ; >-'-i-.- -.:,.--,.-- -, - 7, z- ' ,- -.. --e.'" it.- -12- ,-- - ... '-'3 - '-.•;-_ - - ■ ' .1 .. ,,,, .--,...,, •:4s-r, 'If - .... , .- - ' if--- ---,A.-- - ,,,,.. •-ur :,- _ _ -• :4„ ;-,- .,_ .• ' i...:- i.....ci ••■ . % '• • =,.. 4' 3 .• *-1%,;••••-;.,•.-- -. •dr:•:-.?-, - '-;•-• * - - e il. - ' • ,I11^. 1 1 1 1 researchQuik 1 1 1 A PROPOSAL 1 TO CONDUCT 1 A SENIOR HOUSING NEEDS ASSESSMENT 1 AND DEVELOP APPROPRIATE 1 OPTIONS 1 1 1 1 1 PREPARED FOR: THE CITY OF CHANHASSEN JULY 6, 1902 1 1 Marketing answers for growing businesses. ` ) i • ;' U R, , 4 . �.. .;rig _ \1 � , . -')_ , c• 12 4 1 ;r researchQuik July 6, 1992 Mr. Paul Krauss, Director of Planning 1 The City of Chanhassen 690 Coulter Drive, P. O. Box 147 Chanhassen, MN 55317 Dear Paul: Please let me thank you for spending some time with me to explain the direction the City would like to go in its exploration of the needs of area senior adults for housing. It sounds as if the RFP you have sent to us encompasses a two stage 1 project to conduct a needs assessment of Chanhassen mature adults to . determine their preferences and desires for retirement housing options. This letter is a response to your request for a proposal to conduct a Senior Housing Needs Study for the City of Chanhassen. The response is divided into six sections: 1 I. Background: this section discusses my understanding of the current situation in Chanhassen, as explained by you in our conversation last week. U. Objectives of the Study: this section lists the major work objectives of the study design and process which I am presenting to you. III. Previous Work Experience: this section lists some other projects I have worked on which are similar to this effort, serving as my credentials 1 for conducting this study for you. References are also given. IV. Approach: this section lists my overall approach to this study, pointing out some of the overriding principles used in designing the study methods and process. V. Timetable and Deliverables: this section explains some of the overall time plan for this study, listing what activities would be going on at approximately which times and suggesting what the City of Chanhassen would receive as a result of each of these activities. IV. Costs and Payment Schedule: the overall price for the study 111 described in the earlier sections is given. The price does include any work done by Ebenezer as a subcontractor; the architectural firm of Swartz and Weber would bill the City separately. However, their costs are estimated. A payment plan for the study is suggested, which corresponds to the length of the study. 1 Marketing answers for growing businesses. • ;• 0 , " . \ •i \;\ = ry_ • b }_ 4 - ! y■n“^ I. BACKGROUND The City of Chanhassen has experienced many changes during the past decade. These changes are not necessarily unique to Chanhassen but rather are the same changes which many second ring suburbs of the Twin Cities are going through. The City has experienced some of the same growth that other cities in Carver County have had during the 80's. This growth in population has ' resulted in an increasing population of senior adults. Not only have the numbers of seniors grown, but the proportion that seniors represent of the overall population in the area has also grown. 1 This growth has resulted in a change in the mix of the population which resides in and around the City. There is a group of residents who have lived in Chanhassen for many years. This group has aged on premises and forms the 1 core of an active senior group. As the group has aged, its housing needs have changed. Children have grown up and left home and, in some cases, a spouse has died reducing the size of the household. These seniors, with their roots in Chanhassen, would like to relocate to housing which is smaller, more accessible (single story, with fewer stairs), affordable and with services to support and independent life style such as meals offered on premises and transportation to social events and health appointments. At this time, Chanhassen has no housing which is targeted to serve the needs of these mature adults. Some of the available housing which has proved to be attractive to seniors is apartment housing or townhome housing. However, this ' housing serves all ages and offers no special services. It is doubtful that the housing will be adequate for the needs of aging adults as they become 70 years of age or older. 1 The City of Chanhassen is considering the sponsorship of a study of the housing needs of its area residents. This study would evaluate the growth trends within Chanhassen of this aging population, locate current sites which 1 are especially attractive to senior adults, and evaluate the appeal to area residents of a variety of types of senior housing including subsidized housing, market rate housing, rental housing, condominium housing, townhomes and so 1 on. The City would also like to encourage the formation of a Senior Housing Task Force to work with the researcher and provide direction to the project. The Task Force would be composed of members of Chanhassen's Senior Council, supplemented by other representative senior adults from Chanhassen. In this way, the study would provide a means for educating a core group of area residents who would serve as a future resource to the Council, if senior housing and the development of it would become a future priority. 1 Although there are no firm deadlines for the project, the City Planner and the Senior Council would like to see some initial information on area needs by the 1 end of February or the beginning of March, 1993. The study will be designed so that information is given to the City as it becomes available. 1 1 E.•• Quik •'1 \1�r:�r�ut� I1. OBJECTIVES OF THE STUDY Every study should identify the focus for study activities. These focal points serve to organize study activities and can also be used to evaluate the success of the study. At the completion of the study, the City of Chanhassen would have received: 1 Stage One: 1. A completed housing needs assessment of the City's service area, 1 including the City proper and identified surrounding areas. This needs assessment would include but is not limited to a study of: • Demographic trends for the area including changes in the number of senior adults in the area, the ages of these seniors, their gender, their average income, the change in 1 the number of households headed by seniors, etc. Data will also be collected for surrounding communities to serve as a comparison. 1 • The housing options currently available to the senior adults of Chanhassen including an "audit" of senior housing offered within and nearby the City. This "housing directory' will assist in identifying strengths and weaknesses current housing options offered to area seniors. • Seniors' opinions regarding strengths and weaknesses of current housing options offered by the City. Several methods of data collection will be used including in- depth, face - to-face interviews with seniors, a mailed survey to area seniors and some "focus groups" (group discussions) with area seniors. 1 2. An Alternatives Analysis including an analysis of the benefits and the drawbacks of developing housing options within Chanhassen city limits. . 1 In addition, there would be a discussion of the types of housing which should be offered in Chanhassen. Housing management options, housing financing options and rental prices and ranges will be explored. Several differing types of senior housing will be toured. 3. A summary report of the findings of the Housing Needs Assessment and the Alternatives Analysis including recommendations for the City of Chanhassen in its planning for senior housing for the next decade. A presentation would also be prepared for the City Council. 1 1 Stage Two 4. Should the needs assessment recommend senior housing options, in a second stage of the project, the consultant will work with the subcontractors of Ebenezer Society and Swartz and Weber to explore various site options, look at design alternatives, explore financing and ' management options and finalize recommendations for action. These objectives for the study are draft objectives and can be renegotiated to better meet the City's needs for service. These are merely offered as a starting ' place for those future discussions. HI. PREVIOUS WORK EXPERIENCE As we discussed, my work experience as a consultant in senior needs analyses has spanned the past 12 years. During that time, I have worked with many different organizations both to serve their needs for market data and to assist them in the development of strategic plans to address the future. The following projects represent some of the contracts I have had with other cities and health and human service providers in the metropolitan area. These were projects in ' which either a study was being conducted or planning for the future "was underway. ' Project A: The City of Chanhassen, 1990 ' The City wanted a general needs assessment of senior adults conducted to determine priorities for action. In addition to exploring the need for various services, the concept of a senior center which would house these services was also explored. After the needs analysis was completed, the Senior Commission was formed and continues to serve the City in providing direction to senior needs. ' Project B: Ebenezer Ridges. 1992 Ebenezer Ridges was exploring the need for assisted living housing, a special ' type of supportive housing for the Burnsville area. The study revealed a very large need for this type of housing, which would be a good fit for a nursing home sponsor. 1 The administrator, Madonna Waletzke, has since relocated to Catholic Eldercare. ' Project C: The City of Plymouth, 1986 -1987 The City had used CBDG funds to purchase a piece of property to the north of the City to develop housing for needy senior adults. The study which was conducted had four stages to it. Its focus was to look at the possible use of the property for senior housing. As 1 understand it, Boisclair is currently working with the City on a proposal to develop the land. ' 4 1 1 r.-_. Quik :.1 Project D: The United Way of Minneapolis, 1989 1 The United Way had received funds to support the development of four regional service centers outside of Hennepin County over a three year period of time. One of the counties in which they were interested was Anoka County. My job was to summarize existing research data which had been collected in three or four studies over the past several years, contact and interview key county officials and identify the major service needs of all the counties residents. Project E: The City of Brooklyn Center, 1985 -86 1 The City had the opportunity to purchase the Earle Brown Farm. Its interest in the farm had many aspects to it. Part of the property would be used to develop 1 senior housing. The buildings on the farm would be preserved and restored for use as a community facility or for leased space to area service agencies. The focal point for the property would be to serve the needs of mature adults (50 -64) and senior adults (over age 65). A comprehensive needs assessment was conducted over a period of nine months. Recommendations including many diverse services for senior adults. Project F: North Suburban Hospital District Board, 1987 -88 The NSHD Board owns Unity Hospital and Fridley Convalescent Center. A ' local church vacated its campus, in order to relocated into a new building, and the Board purchased the old building which was adjacent to the Hospital campus. They asked me to design a community based planning process and a study to assess the needs of the community for services which could be relocated within the building. The result of the study was a list of service recommendations. As a part of the study, an architectural firm did an analysis of the old building and made recommendations for rehabilitation of the building to bring it up to code for some of the proposed new uses. Project G: The City of Richfield, 1986 111 Although this study was conducted to assist the City, it was commissioned by two developers, E.J. Plesko and Associates working with Walker Management. The City had a piece of property at the corner of Lyndale and 66th which could have had several alternative uses. 1 conducted a study to ascertain whether a senior housing use or a light industrial use would better meet the needs of the City. The results of the findings were used both by the City HRA and the Council as input into this complex decision. These are only a few of the studies of which 1 have been r ' ' p o�ect director. During the past 15 years, I have been Project Manager of over 100 studies, the majority of which have been determining the needs of senior adults for various types of services including housing. I would be happy to furnish other references. 1 S 1 Quik ' , IV. APPROACH There are several major themes which run through my approach to this particular project. These are: • the need for community participation in the project through a Project Task Force comprised of seniors from Chanhassen and other members designated by the Senior Council. ' • the use of a multi stage approach to research, using the (earnings from the first two steps of Stage One (which are less expensive) to help steer the research of seniors which occurs ' during the second two steps (which is more expensive). This is a more cost- effective approach for the City. • the application of multiple research techniques to this information issue, so that not all of our information eggs are in one research basket. This permits the City to compare the findings from the various research efforts within the project to see where themes, which repeat themselves, are emerging. Research Quik, Inc. would ask the City to suggest members for a Task Force to work with the project over next three to six months. This strategy permits the incorporation of those persons in the community who have the greatest interest in the project. Very likely some seniors from Chanhassen and from adjacent ' communities should be included as well as other community leaders who would serve as a liaison to the Council. Six meetings would be held. 1 1 • 1 1 1 1 6 1 Quik The first stage of the project would be performed in four steps as the chart below 1 indicates. The chart also shows the types of research to be conducted. FIRST STEP ACTIVITIES Background Analysis ' Finalization of Member of a Study Task Force (Senior Council plus selected others) 1 Demographic Studies/mapping Custom demographics and maps Situation Analysis , • Search for other studies Review of existing studies • • Search for senior hsg. Directory of existing housing 1 Step One Summary Report identification of key housing issues which are affecting seniors in Chanhassen STEP TWO ACTIVITIES Situational Analysis Determining Key Needs and interviews with ten specially forces for /against change selected persons with good knowledge of senior 1 housing needs In the Chanhassen area Step Two Summary Report Identification of major Issues and needs to be studied further In the next stage 1 STEP THREE ACTIVITIES Mailed Survey to Consumers Ascertaining the housing needs Surveys designed and mailed 1 of Chanhassen seniors to a number of seniors as designated by Task Force ' Computer analysis of surveys Stage Three Summary Report Housing priorities of seniors , STEP FOUR ACTIVITIES Recommendations for Future Finalizing the priorities of Two focus groups of seniors seniors for the future to discuss recommendations Project Summary Report Final recommendations 7 1 1 I [* ,. Quik `•, .. M;nncu,ra 1 V. TIMETABLE OF ACTIVITIES The following calendar of events describes some of the agenda items which the I Council and the Task Force might be considering at each of the meetings which would be scheduled during the six months of the project. Although the project could be completed in a shorter period of time, this schedule is more likely one 1 which is acceptable to a volunteer Task Force. MONTH TASKS 1 September, 1992 Meet with the Council to organize the Task Force. Obtain Council input on key study issues. 1 September First Task Force Meeting. Order customer demographics for Chanhassen and surrounding areas. Plan the key respondent interview stage. I October Second Task Force Meeting. Step One Summary Report presented. Finalize the Step Two activities. 1 November Third Task Force Meeting. Step Two Summary Report presented. Plan Step Three survey. Plan 1 tours of senior housing. December Tour senior housing sites as selected by the Task 1 Force. December Fourth Task Force Meeting. Review the survey draft I and pilot test findings for the survey. Finalize the survey. 1 January - February,1 993 Fifth Task Force Meeting. Step Three Summary Report of survey findings and computer analysis of the survey. Plan Step Four activities (groups). 1 February Sixth Task Force Meeting. Report of focus group findings. Review of draft Project Summary Report. Finalization of recommendations to go to the City 1 Council. February- March,1993 Report and presentation of Stage One findings to 1 City Council. I March Begin Stage Two activities, developing various housing alternatives for the City to consider. 1 April Conduct focus groups to ascertain reaction to alternatives. Summarize findings in report. 1 R 1 [ ► Quik `: \1:1•)eNt,ta STAGE TWO ACTIVITIES Following the completion of the Stage One Needs Analysis, Research Quik will coordinate the activities of Ebenezer Society acting as a housing management consultant and Swartz and Weber, acting as a design consultant, to offer various alternatives to the city including the cost- benefit of various housing sites, various management options, various financing alternatives and various design alternatives. Two additional meetings will be held with the Senior Council to review the 1 alternatives and draft a report to the City Council. Additional focus groups will be conducted (two) at this Stage, to obtain reactions to various sites, designs, management and rental/financing alternatives. 1 This stage should be completed by April, 1993, and will include a specific written report with pro formas for each of the various housing alternatives highlighted within the report. Carol Kappes from Ebenezer and Neil Weber from Swartz and Weber will be available to the Senior Council (Task Force) throughout both stages of the project. 1 VI. PROJECT COSTS AND PAYMENT OF INVOICES The costs for this project include all out of pocket costs for the surveys, focus 1 groups, minutes of meetings and so on. These costs include but are not limited to the following: • Costs of duplicating and mailing the surveys to area seniors including copying /printing of the cover letter, the survey and the enclosed card used to recruit for the focus groups as well as a 1 business reply envelope to return the survey. • Costs of postage for mailing and returning the survey. Costs of ■ assembly of the survey (stuffing and sealing and folding). ■ • Addressing of the envelopes. Research Quik will procure name lists or labels, whichever the City prefers for the mailing. • Costs of duplicating and mailing minutes of meetings and reports to Task Force or City Council members. Research Quik will furnish copies of all minutes and reports to the City. • Costs of a mailing to area seniors to recruit participants for group 1 discussions. • Costs for room rental and refreshments for seniors invited to the 1 group discussions. Research Quik will provide the money to pay stipends to the seniors for their attendance as a part of its contract. 1 I k' Quik \: i `11;1;1c()t.1 I All other research activities will be covered by a $24,500. fee. The fee includes two meetings with the City and eight meetings with the Task Force as well as a written record of each meeting. In addition, our costs for local mileage are 1 billed through monthly at $.285 per mile. Costs for various steps of the project are as follows: I Stage One: Step One: $1,750. Step Two: $3,250. 1 Step Three: $7,000. Step Four: $4,500. Involvement of Ebenezer in Stage One: $1,500. I Stage Two: Focus Groups: $4,500 Involvement of Ebenezer in Stage Two: $2,000 Other Costs: 1 Swartz and Weber fees are estimated: $2,500. The project estimate includes all costs including but not limited to the costs of I procuring custom demographics from a national demographic firm, costs of conducting ten interviews face- to-face with key respondents, the costs of of no more than 400 written surveys received from senior adults, facilitation of four I focus groups, and preparation of five separate reports for the Task Force and the City. I The payment schedule which is suggested is a $2000. retainer to initiate the contract, due upon the awarding of the contract (in August payable on September 1st) and then $3000. monthly thereafter for seven months, due upon I the first of the month, October through April. A final payment of $1,500 will be due upon receipt of the final report. 1 Paul, I hope this proposal is clear. I will call on Tuesday or Wednesday to see if you have any questions about it. Please let me know if there are changes you would like to see in it as well since it is on my word processor and can be readily modified. I I really appreciate the opportunity to work on this proposal for the City. It sounds Po ty like an exciting project and one I would very much like to do. I would welcome I the opportunity to work with you and your staff, and the Senior Council again. If you need me to make a presentation to any of the decision groups who are selecting the consultant who will work with you, please let me know. I would be 1 happy to do that. Sincerely, 1 1 Judith Marshik, President JM /cs 1 10 1 1 1 APPENDIX A 1 RESUME 1 AND ' EBENEZER ANNUAL REPORT 1 1 1 1 1 1 1 1 1 1 1 L! RESUME Quik " . :,., \I JIiDITH ANNE MARSHIK 2066 Commerce Boulevard Mound, MN 55364 Telephone: (612) 472 -2659 1 PREVIOUS POSITIONS: January, 1991 - Present: President 1 President of Research Quik, Inc., a company developed to provide • services to a variety of businesses. This business offers decision facilitation, marketing, planning and market research services to small and medium sized companies (less than $50 million), non- profit organizations and cities and counties in the Twin City metropolitan area. 1 August, 1989- December, 1990: Vice President, Altcare, Inc. ' Employed at Altcare to offer consultation services in the development of Geriatric Care Networks to hospital and nursing home consortia. This entailed organizational development activities to help diverse organizations to learn to work together, feasibility studies to identify new service and market opportunities, program development and testing to create new service options and the monitoring of ongoing programs. Left to go to Research Quik, Inc. May, 1988- August, 1989: Research Manager, Carlson Marketing Group ' Employed at Carlson to build a market planning and research business to serve existing Carlson clients. Served Fortune 500 clients, doing • market planning and research for such companies as Northwest Airlines, Holiday Inn, US Sprint, Cellular One, Radisson Hotels, The Pep Boys, ShopKo, Bell South, Braniff and so on. Also established an in -house service for Carlson staff who supported these clients to monitor industry ' trends, provide competitive updates and so on. Out of three similar Carlson departments, ran the only department that consistently was profitable. Recruited to work at Altcare. 1 June, 1981 -May, 1988: President, Quality Decisions 1 Started a market research, marketing and planning consulting business with three other colleagues. In addition to serving as a project manager on more than 50 different projects in this 7 year span, had the major responsibility for sales. Conceptualized projects, sold them, managed 1 them and provided summary reports to clients. All of the research was performed with service businesses, a vast majority of which were health care related organizations. One of the specialties of the firm was 1 research in the aging market. Left to go to Carlson. 1 1 Dedeber, 1976 -June, 1981: Director, LTC Evaluation (1979 -81); Project 1 Manager (1976 -1979) , Foundation for Health Care Evaluation Was initially hired as a Research Associate for the LTC Demonstration 1 Project. Promoted to Project Manager within 6 months. Then worked as Project Manager on 3 -5 other research projects building utilization review and quality assurance systems for LTC, acute care, ancillary care and so on. Promoted to Director of LTC and started the new LTC review program, which had been tested in the Demonstration Project. When project was defunded by Reagan, started own company. 1 January, 1973 - December, 1976: Director, Nursing, Nonnandale Community College 1 Hired to start a nursing program at the College. Designed a unique auto- tutorial curriculum, achieved NLN accreditation (first metropolitan program to do so), started an accelerated program for LPNs and obtained four grants for special project funding during my sojourn. Also was elected President of the Faculty Association and served on the Negotiations Committee for the State Community College Faculty Assn. PREVIOUS EDUCATION: College of St. Catherine: B.S. Nursing, Minor in German and Philosophy University of Minnesota: PhD Candiate in Educ. Psych. - M.A. Awarded. of MN: All studies completed for M.S. in Nursing Leadership University of St. Thomas: Enrolled in MBA Program in 1992. pOMMUNITY INVOLVEMENT (ABBREVIATED LISTING): 1 1991 -92: Fellow, The Minnesota Area Geriatric Education Center 1991: Chair, Business Development Team, City of Mound 1990- Present: Secretary, Our Lady of the Lake Incredible Festival Committee 1990: Chair, Parent Advisory Board, Westonka Girls Fast Pitch Softball Team 1990: Co-Chair, Economic Development Task Force, Global Volunteers of America 1989: Chair, Economic Development Commission, Mound City 1 986-1 988: National Vice President of Research and Development National Association of Women Business Owners 1985 -1988: Board of Directors, Minnesota Foundation for Women Entrepreneurs 1983 -1985: Long Range Planning Committee, MN Assn. Health Care Fac. 1985 -1987: Liaison to Evaluation Committee, United Way 1981- present: Board of Directors, Chez Nous, home for retarded PUBLICATIONS: 1 • As may be expected in this type of position, I have authored many reports, given many speeches and have published articles both in refereed and non- refereed 1 publications. Please request a list if desired. 1 „ . - • L - I 101 _ 1 c... ...... .i., , 1 EBENEZ r p, la 4.1L- • S 0 C 1 E T •, ,_ , s 1 ‘,. c 1 ;.-. _. Nt i I . . .. . . _ .,._; I _ i., "..., r . ,. 11-.. .-. . ' t i .,. = 1 0“ - • --- t.Ct • ita \4 • . 1 1/47110. N 4i ,. .. . . . i I i r Leaders ... .C-47-- In Caring . . NI-4 1 ‘ .......r.::-.7 . :.- ..,. For,70 Years 1 'Nair- „ . ,.... • -,3,: ? r a t' fiG , i • " : :`; ' ,, . , t . . _ - _ e F - • _ - .0 �7r —i 'mod` _. _ _.s.� -. 4 .. EBENEZER i aim f r[ ea 6 • — army :ins a��.�.' . , • . ,r ` "+� - - M• At .+■.utr. q s 4 as maw. (( Srsd �9d:71). -1 - � 1 74 drs ore 4.. r Ores r amts mew Ass :- . , ' e - - 6s ... piy. /Neil (r7 .nip l... 4 Af.m rtaisaN 4 r' . 4 s 6d. —...1r 8. i 7Yrst 4 ma. (4.istljdt/ it -t `" di... rrs.s r 4/pq Afrr f ate ; j .0 f _ W` - _ .r ra. .i. - 'Sr ^#Tt5.�3ti�.� i, " 2-;. A.- `t t • ;'' s '. OUNDED As A STONE OF HELP `-' ' ' . - "— Ebenezer was founded and named in 917,by a group of Lutherans who were concerned about caring for homeless olderadults They saw a need, and they met it with the Christian tradition of g _ : = - -- - - - --=. ; — =4=1-- . = ‘, .. - ._ 4 - s The name "Ebenezer is taken from he Old Testament. :-After the Israelites defeated the much larger force of '' 'hiLstunes in battle, "Samuel took a stone and set it near Mizpah- -.and called _ - ---, t'Lbenezer, saying: 'The Lord has helped us, here - "' r , -__ .,r "`O ur unbroken tradition of individual fiontinues.,toda More than 8 000 people of many religious ' -� 1 nis .' ' Y P' P Y ious g • ' denominations - , ethnic backgrounds and economic situations currently rely r ,; -#. 100 n'the 'Stone of Help for skilled nursing care, housing, transportation, =.? community services and the innovative care for which Ebenezer is known • - - - . - ._ :. ._ • -.- .- - - • 1 • Ve .V 1 OUR MISSION 1 I The mission of Ebenezer is to make the lives of older people as independent, healthful, meaningful and secure as possible. • 1 We value a continuing tradition emphasizing Christian care and concern. We value the physical, psychological, social and spiritual characteristics of the whole person. I We value responsible stewardship of human, property and financial resources. I We value our employees and volunteers, 1 who are our most important resource. I We value innovation and the search for greater effectiveness in carrying out our mission for older adults and others who would benefit from these services. 1 We value excellence in management and services • 1 1 EBENEZER IS UNIQUE of oldest is one o the o de st and most 1 respected names nationally in caring for older adults. We're known for our home -like, family -like care and concern for each person. We're known for I our innovative services —we've won local and national recognition for our development of new services and new methods of delivering care. And, perhaps most importantly, we're known for excellence in management and I in employee training and support. 1 1 • 1 v III �l LEADERS IN CARING FOR 70 YEARS 1 1 For over 70 years, The Ebenezer Society has focused its many services, senior residences, health care facilities 1 and community programs on fulfilling one mission: to make the lives of older people as independent, healthful, meaningful and secure as possible. 1 When you call Ebenezer for the first 1 time, you are giving yourself access to the widest variety of services for older adults —the fullest continuum of care — available to you, provided by a name 1 that's been synonymous for years with excellence, service, and innovation. For us, our continuum of care means 1 that we are there to meet the needs of the full spectrum of older adults. Whether you use one of our community services only occasionally, or 1 routinely bring a parent to our day care program, or live in one of our apartments, or have a family member at one of our health care facilities, you 1 are always connected to all that Ebenezer offers. Its comforting and reassuring to know 1 that as you or your family member choose to rely on additional supportive 1 services (transportation, adult day care), they'll be provided by the friends you already know here at Ebenezer. And when rehabilitative or care facilities are necessary, you needn't go outside Ebenezer —our reputation in this area 1 is unequaled. 1 1 1 1 2 1 1 • N ' HEALTH CARE FACILITIES 1 Ebenezer's long term care mission is to provide a secure and highly supportive environment where older adults can achieve their highest level of health and independence. Our interdisciplinary teams of health care professionals evaluate each incoming resident's physical, psychological, nutritional, spiritual and emotional needs, 1 and develop a plan of appropriate care. Our goal is to rehabilitate residents so they can return to the community or to a lesser level of care, while supporting their independence. We own and operate four health care facilities, which together provide every level of care our residents need: ' Ebenezer Luther /Field Hall Minneapolis, 310 beds Specialized /skilled nursing facility (612) 879 -2286 Ebenezer Hall ' Minneapolis, 150 beds Skilled care /Board and care (612) 879 -2262 Ebenezer Ridges Care Center Burnsville, 104 beds Skilled care (612) 435 -8116 Ebenezer Caroline Center Minneapolis, 227 beds Specialized, skilled and short-term care (612) 879 -2800 1 i 1 3 1 A 1 HOUSING 1 Ebenezer rovides management P g support to housing in seven different locations. We have housing options for older adults at virtually every economic level. Uniquely, most of our housing managers have social service backgrounds, as well as expertise in property management. Each offers a range of congregate services, such as meals, 1 transportation and recreational activities. Ebenezer Park Apartments Minneapolis 200 Units Federally subsidized rentals (612) 879 -2233 1 Ebenezer Tower Apartments Minneapolis 194 Units ' Below market -rate rentals (612) 879 -2243 Park Avenue Residence ' Minneapolis 83 Units Below market -rate rentals with private health care facility (612) 871 -4574 LEE Center Apartments Hibbing 94 Units Federally subsidized rentals ( 218) 262 -2166 Mighty Fortress Manor Hinckley 24 Units Federally subsidized rentals (612) 384 -6530 Lee Square Cooperative Robbinsdale 124 Units Resident- owned cooperative (612) 522 -5095 7500 York Cooperative Edina 338 Units Resident- owned cooperative (612) 835 -1010 1 1 0 • Bra 1 COMMUNITY SERVICES 1 I Ebenezer provides support to older adults who continue living in their own homes. Our community services include: 1 Homemaker /Home Health Aides Trained personnel assist with bathing, light 1 housekeeping, meal preparation, and other personal care I Skilled Professional Services Nursing and rehabilitation professionals offer nursing care in the home, monitor health status, administer medications and treatments, and provide physical, occupational and speech therapy Respite Aide Temporary care for a homebound older adult, giving the 1 primary caregiver time off 1 Family Consultation Counseling services and planning assistance for families faced with care decisions for older relatives I Protective Services Assistance in g daily mana in dail activities or financial g 1 affairs for older adults who have become physically or mentally disabled Caregiver Support Program Training and support groups for family caregivers 1 of chronically ill or disabled older people 1 Chaplaincy Services Spiritual counseling, hospital visits and support I Adult Daycare Minneapolis, Burnsville and Minnetonka daycare centers for older adults, offering social and therapeutic activities 1 Temporary Staffing For health care facilities through Health Providers Plus 1 1 5 • TRANSPORTATION Ebenezer has provided specialized 1 wheelchair transportation to the community since 1977. Our drivers are trained in catering to the special needs of the mobility impaired and the 1 elderly. Our vehicles have special equipment and two-way radios, in case of an emergency. We provide prompt, reliable, door -to -door transportation for 1 adult daycare, shopping trips, outings, doctor appointments, and transfers to and from hospitals. Our service is Medicaid approved and operates from 7 a.m. to 6 p.m., Monday through Friday; weekend and•evening service can be prearranged. We're also certified to provide Metro Mobility service, 6 a.m. to 11 p.m., Monday through Friday; 8 a.m. to 11 p.m., weekends and holidays 1 1 CENTER FOR AGING 1 Ebenezer's Center for Aging plans creative, innovative programs for older adults — programs like our Senior 1 HMO, our Geriatric Care Network, our Family Caring Network and our overall consultation and strategic planning throughout Ebenezer. Innovation in care concepts for the aging has long been an Ebenezer tradition —one which our Center for Aging continues with distinction. 1 1 1 . • I r 6 BIC 1 PARTNERSHIPS Reaching beyond our own resources, ' we have developed partnerships with other leading health care organizations to offer innovative programs. 1 Parkside Senior Services is part of the Chicago -based Lutheran General Health Care System, a church - related organization of national scope. This 1 alliance with Ebenezer is based upon our shared values, history, and relationship with the church. The Care Source is a health network for seniors and their families sponsored ' by Fairview Southdale Hospital and Ebenezer. (612) 924 -5678 ' Seniors Plus is one of four programs nationwide testing the option of adding home care and nursing home benefits to a Medicare Health Maintenance Organization through an agreement with Group Health, Inc. (612) 623 -8697 The Minnesota Alzheimer's Consortium is a group of four organizations conducting research to test a new Medicare benefit for victims of Alzheimer's Disease and related disorders and their families. The organizations working with Ebenezer include the Amherst H. Wilder Foundation, Miller - Dwan Hospital in Duluth, and the Minneapolis -St. Paul Chapter of the Alzheimer's Association. (612) 888 -7653 The Family Caring Network is a nationwide network of agencies that assist 1 caregivers of older adults. Ebenezer is a regional manager for Minnesota, North Dakota and South Dakota. The Amherst H. Wilder Foundation and the Lutheran Social Service agencies of Minnesota, South Dakota and North Dakota contract with Ebenezer to cover these three states. 1 ' 7 1 1 • • . FOUNDATION 1 1 The Ebenezer Foundation raises charitable dollars to help support local programs and services offered through 1 the Ebenezer Society. Gifts to the Foundation are used to fund spiritual care and chaplaincy programs, resident therapy and activities, capital improvements, staff training and development, and special programs like caregiver support, protective services, and community education. 1 1 YOUR BEST RESOURCE 1 1 Ebenezer is well - positioned to carry out our mission and to continue to meet the demands of our growing 1 population. We have a committed board, strong management, a wide array of needed services, and a tradition of an extraordinary expectation of ourselves —that we do everything in our power to make the lives of older people as independent, healthful, meaningful and secure as possible. 1 1 CORPORATE OFFICE: (612) 879 -2200 TRANSPORTATION: (612) 623 -9933 COMMUNITY SERVICES: (612) 879 -2805 CENTER FOR AGING: (612) 879 -1400 1 FOUNDATION: (612) 879 -1444 8 1 1 1 Proposal to Conduct a 1 Senior Housing Feasibility Study the g � y 1 City of Chanhassen, Minnesota 1 1 1 1 July 1992 MMFIELD RESEARCH GROUP 1 1 • �.. 1 620 KICKERNICK, 430 FIRST AVENUE NORTH MINNEAPOLIS, MINNESOTA 55401 1 1 MAXFIELD PESEARCH ROUP July 1, 1992 Mr. Paul Krauss Director of Planning City of Chanhassen 690 Coulter Drive Chanhassen, Minnesota 55317 Dear Mr. Krauss: Thank you for asking Maxfield Research Group, Inc. to submit a proposal to conduct a Senior Housing Feasibility Study for the City of Chanhassen. We have teamed up with the architectural firm of Arvid Elness Architects Inc. and together have devel- oped a work program for this study outlined in the attached proposal. We are confi- dent that our combined experience in working in the senior housing field during the past 10 years will provide you with the most comprehensive assessment of the market and appropriate sites for senior housing, information on ownership /management alter- natives and financial projections to allow the city to make a decision regarding devel- opment of senior housing in Chanhassen. We believe it is important to include the Chanhassen Senior Commission in each phase of the study, and in addition having close contact with one or two members of the Commission in an advisory capacity. We also believe it is important to gain insight into seniors' housing preferences from local seniors themselves and have included this in our proposal. The work program is divided into two phases as outlined in the RFP. The first phase will be a comprehensive market analysis including a study of demographic and eco- nomic trends (focusing on the 65 and over population), including area growth trends, age distribution, household type and tenure and income; examination of existing and proposed housing alternatives for seniors in the market area; interviews with local social service workers, housing professionals and active seniors to elicit their percep- tion of the need for senior housing; a thorough review of previous attitudinal surveys among seniors completed for the city; and group discussions with three or four local senior organizations to discuss potential housing options for seniors. Our findings in Phase I will be used to determine the demand for. senior housing in Chanhassen and the housing concept (unit mix, sizes, rents, services offered, common areas and ameni- ties) most appropriate for the market. Phase I will be conducted by Maxfield Re- search Group, Inc. for a total cost of $9,800. D _ 612-35S-0012 620 KICKERNICK. 430 FIRST AVENUE NORTH 612•33S-0659 FAX MINNEAPOLIS. MINNESOTA 55401 Mr. Paul Krauss July 1, 1992 City of Chanhassen Page 4 2. Present site analysis and schematic plans to City staff, Chanhassen Senior Commission and one community presentation. Cost for Parts A & B $ 5,000.00 (Note: Arvid Elness Architects is available to produce colored renderings and attend additional community meetings on an hourly basis) C. Ownership /Management Review 1. Identify various ownership /management options involving the public and private sector. 2. List the benefits /liabilities of each to the City of Chanhassen and to seniors who are the market for the housing. D. Cash Flow Projections 1. Obtain cost estimate for the proposed housing from Arvid Elness Architects, Inc. 2. Identify three to four financing scenarios based on level of City involvement. 3. Develop preliminary cash flow projections for each scenario. Cost for Parts C & D $ 3,500.00 Total Cost for Phase II $ 8,500.00 COST OF SERVICES Phase I The work outlined in the Scope of Services - Phase I will be performed for Nine Thousand Eight Hundred Dollars ($9,800.00), plus the direct costs incurred for travel, telephone, graphic preparation, and printing estimated at $400.00. Any meeting time requested by the Client beyond that set forth in the accompanying task outline will be billed at our normal hourly rates for staff time. A retainer in the amount of Four Thousand Dollars ($4.000.00) will be required along with an executed copy of this agreement and before commencement of work by Max- field Research Group, Inc. The remaining portion shall be payable monthly as costs in excess of the retainer are incurred and billed. Phase II The work outlined in the Scope of Services - Phase II will be performed for Eight 1 Mr. Paul Krauss July 1, 1992 City of Chanhassen Page 5 1 1 Thousand Five Hundred Dollars ($8,500.00), Including all direct costs incurred for travel, telephone, graphic preparation, and printing. Any meeting time requested by the Client beyond that set forth in the accompanying task outline will be billed at our normal hourly rates for staff time. A retainer in the amount of Four Thousand Dollars ($4,000.00) will be required along ' with an executed copy of this agreement and before commencement of work by Max- field Research Group, Inc. The remaining portion shall be payable monthly as costs in excess of the retainer are incurred and billed. WORK PRODUCT O UCT Findings will be presented in bound Market Feasibility Study format and will cover the basic market criteria from which a decision can be made to proceed with the project. The Market Feasibility Study is accepted by many lenders, limited partners, investors or governmental bodies who require such documentation to satisfy their financing criteria. COMPLETION TIME 1 The work outlined under the Scope of Services - Phase I will be completed within Sixty (60) days of the execution of this agreement., or by September 18, 1992, whichever later, unless delayed by unexpected emergencies, forces beyond the control of the parties, or by written agreement of the parties. The work outlined under the Scope of Services - Phase II will be completed within 1 Sixty (60) days of the execution of authorization to commence Phase II unless delayed by unexpected emergencies, forces beyond the control of the parties, or by written agreement of the parties. PAYMENT 1 All costs including staff time and out -of- pocket expenses shall be billed on a monthly basis and paid to Maxfield Research Group, Inc. within fifteen (15) days of receipt of an invoice showing the work completed and the cost of the work. A finance charge of one and one -half percent (1.5 %) per month will be added to the unpaid balance of each invoice not paid within fifteen (15) days. 1 1 1 Mr. Paul Krauss July 1, 1992 City of Chanhassen Page 6 1 DISCLAIMER 1 The objective of this research assignment is to gather and analyze as many market components as is reasonable within the time limits and projected staff hours set forth I in this agreement. We assume no responsibility for matters legal in character. The property /land is I assumed to be free and clear of any indebtedness, liens or encumbrances; and good and marketable title and competent management are assumed, unless other wise stat- ed. 1 If building plans or site plans are included in the report, they are to be considered only approximate and are submitted to assist the reader in visualizing the property. I We assume no responsibility for the accuracy of any building or site plans. Certain information and statistics contained in the report, which are the basis for I conclusions contained in the report, will be furnished by other independent sources. While we believe this information is reliable, it has not been independently verified by us and we assume no responsibility for its accuracy. I The conclusions in the report are based on our best judgments as market research consultants. Maxfield Research Group, Inc. disclaims any express or implied warranty I of assurance or representation that the projections or conclusions will be realized as stated. The result of the proposed project may be achieved, but also may vary due to changing market conditions characteristic of the real estate industry, changes in facts I that were the basis of conclusions in this report, or other unforeseen circumstances. In the event payment is not received on a timely basis, Maxfield Research Group, Inc. I shall be entitled to a lien against the subject property. This agreement will be construed according to the laws of the State of Minnesota. I TERMINATION This agreement may be terminated upon written notification of either party to the I g Y P P rtY other. In the event of termination, the Client will pay Maxfield Research Group, Inc. for staff hours performed at the firm's normal hourly rates, plus all expenses incurred 1 through the date of termination. 1 1 1 1 Mr. Paul Krauss July 1, 1992 City of Chanhassen Page 7 1 If this proposal meets with your approval, please sign and return one copy to the offices of Maxfield Research Group, Inc. Agreed to this day of 199_. MAXFIELD RESEARCH GROUP, INC. CITY OF CHANHASSEN Lee A. Maxfield Paul Krauss LAM/trm 1 1 1 • 1 1 1 • 1 1 1 1 1 1 1 1 1 1 1 1 1 MAXFIELD RESEARCH GROUP, INC. 1 Company Background, Professional Staff and Experience 1 1 1 1 • 1 1 1 1 1 1 1 1 Company Background Y kgroand 1 Maxfield Research Group Inc. is a full service market research company serving real estate developers, government agencies, investors and lenders. The firm does consulting on a wide variety of real estate and related issues for residential and commercial projects, financial institutions and health care 1 organizations. The scope of work ranges from hourly consulting to market feasibility studies including attitudinal surveys and focus groups. I The firm was formed in Minneapolis in 1983 and under the leadership of Lee Maxfield, former president of Development Concept Corporation, the firm quickly became the premier real estate market research firm in the Upper Midwest. As Maxfield Research Group, Inc. the firm expanded its scope of work to I include services for all types of commercial as well as residential developments. The hallmark of Maxfield Research Group, Inc. is specific recommendations based on extensive primary and secondary research. Our expertise in all areas of real estate development and a close working I relationship with clients allows us to define the important market issues for each project. Studies reflect a commitment to thorough examination of the unique factors affecting each development, and our work has earned praise from developers, government agencies, lenders and others involved in the development 1 industry. Maxfield Research Group, Inc.'s knowledge and experience as well as genuine enjoyment of our work means that the highest quality research is produced for each of our clients. 1 1 1 1 1 . 1 1 1 1 1 PROFESSIONAL STAFF Lee A. Maxfield- President 1 Lee A. Maxfield has been a consultant to the real estate industry since 1%9, and established his own firm in 1973. Over the years he has worked with leading developers, financial institutions, government groups and others in the planning of a diversity of developments including many of the Twin Cities' major residential and commercial projects. Under his guidance, the firm has earned a reputation for the accuracy, thoroughness and credibility of its work. Lee received his degree in Building Industry and Real Estate from the University of Denver. He began his work as an analyst for Midwest Planning and Research, Inc., and went on to form Development Concept Corporation prior to Maxfield Research Group, Inc. He has contributed his expertise to the community, serving in leadership roles for various civic and neighborhood groups, and trade associations , including: Minnesota Multi - Housing Association (past chairman of the Trends Committee and board member 1986 -1988, 1990 -) and Metropolitan Council Southwest Corridor Light Rail Citizen's Advisory Committee (Co- Chair). As a recognized authority on real estate trends, Lee regularly addresses trade and professional groups, and has instructed real estate courses nationally. He is a licensed real estate broker in Minnesota. He also provides litigation support and serves as an expert witness in cases involving property and market issues. Thomas R. Melchior ' As Director of Research, Tom is responsible for scheduling work programs, coordinating and supervising research staff and analyzing report profitability. He also oversees staff training and the firm's real estate library. In addition to these supervisory functions, Torn conducts research and prepares reports on commercial and residential development, specializing in analysis of senior housing and hospitality developments. Tom has contributed his expertise to 40 senior housing studies since joining the firm in 1983. Tom holds a Bachelor of Science degree from the University of Minnesota in marketing with an emphasis in marketing research. He worked for five years in the marketing research department at the Pillsbury Company concentrating on survey design and administration. Tom then held several administrative and marketing positions at the Radisson Hotel Corporation before joining Maxfield Research Group, Inc. Tom is a member of the American Demographic Institute and is a licensed real estate agent in the State of Minnesota. Mary C. Bujold As a Senior Market Specialist, Mary has conducted market studies for a variety of housing (rental, condominium and single- family developments), and retail /commercial developments. Since joining the firm in 1984, she has specialized in market studies to support applications for bank charters and trust powers. Prior to joining Maxfield Research Group, Inc., Mary was a Senior Field Auditor with Fireman's Fund Insurance Companies. She also has ten years of retail sales and management experience. Mary's education focused on marketing and research. She received her undergraduate degree from Marquette University in Business Administration, with specializations in Marketing and French. Mary also holds a Masters Degree in Business Administration from the University of Minnesota, is a licensed real estate agent in the State of Minnesota, and is a member of the 1991 -1992 Board of Directors of the Sensible Land Use Coalition. Elizabeth A. Backus As Senior Market Analyst, Liz conducts studies for both residential and commercial development, but has specialized in residential trends since joining the firm in 1985. She has completed several in -depth studies of Twin Cities metropolitan area housing demand trends, as well as product - specific studies for rental and for -sale development planning. As Communications Specialist, Liz provides expertise for in- house communications projects, including marketing and public relations. Liz holds a Bachelor of Arts degree in Journalism from the University of St. Thomas, and has completed graduate coursework in business communications. Her professional experience includes positions in employee communications, public relations, and promotional marketing. PROFESSIONAL STAFF I Continued John J. Errigo John is a Research Analyst and assists in the gathering and analysis of demographic, economic, and ' market data. He is a graduate of Washington University in St. Louis and holds a Bachelor of Arts degree in Economics. Prior to joining Maxfield Research Group, Inc., John worked at Westminster Corporation, a non - profit organization in St. Paul. He also worked at Western Bank and Insurance ' Agency in St. Paul, where he developed a Disaster Recovery Plan. Rick A. Fenske Rick is a Research Analyst, assisting in the gathering and preparing of demographic, economic, and market data. Rick has a Bachelor of Arts degree in Economics and Geography from the University of Minnesota, and his course work emphasized regional analysis, urban geography, public finance, and economic development. Prior to joining Maxfield Research Group, Inc., Rick worked in retail and banking. 1 1 1 1 1 1 1 1 1 1 1 1 1 1 SELECTED SENIOR HOUSING STUDIES 1 Market Feasibility Study Our research program focused on the market feasibility of converting one for an Assisted Living floor of the Trowbridge (an existing 300 unit congregate senior building) to Facility, Southfield, assisted living units. Market analysis included a detailed demographic analysis Michigan and an in -depth examination of all types of market rate senior housing in the northwest portion of the Detroit Metropolitan Area. This research, combined with interviews with providers of in -home services for seniors, formed the basis of our recommendations for the potential of housing with extensive services including personal care. This study also functioned as a market update of our original feasibility study which resulted in development of the Trowbridge. Client: Forest City Dillon Market Feasibility Study A mail survey was conducted to determine interest in senior housing among 1 and Attitudinal Survey for members of the Jewish community in Minneapolis and its western suburbs. A Knollwood Place Senior study of Jewish community needs was reviewed prior to our design, administra- Apartments, St. Louis tion and analysis of a survey of Jewish seniors to determine specific housing Park, Minnesota needs as well as best possible locations, floor plans and unit and project amen- ities. A review of demographic data and the competitive market for senior housing was also completed to identify options to the proposed project. Cli- ent: Community Housing and Services Corporation Analysis of Demand for a The work program included a review of demographic trends in the Chicago 1 Market Rate Senior area with emphasis on Wilmette, and a review of market rate senior housing Housing Project in in several sub - markets and in the primary market area. Out study also ad- Wilmette, Illinois dressed a report issued by HUD which determined that the Chicago MSA was a soft market for senior housing. Our evaluation of supply versus demand in specific sub - markets resulted in approval of HUD co- insurance for the subject project. Client: Meritor Mortgage Compan} Study of Demand We completed a comprehensive senior housing needs assessment study for for Senior Housing Bemidji, a regional hub community in north central Minnesota. The study 1 in Bemidji, Minnesota determined the regional draw area for senior housing, provided analysis of senior household growth trends, and provided analysis of other important fac- tors including housing sales trends and availability of various types of senior housing. Conclusions and recommendations established a need for market rate senior housing in the community. Client: City of Bemidji Marketing Review of the Analysis of the existing market situation and current ositionin of Parkwood P g Existing Parkwood Place Place luxury senior building in Grand Forks. Research focused on the percep- Senior Apartments in tion of the building by the community and its positioning in light of demo - Grand Forks, North graphic characteristics of area seniors and market comparables. Recommenda- Dakota tions were made to lower pricing, change the service package and redo the marketing program to accelerate absorption of unleased units. Client: United Health Resources 1 1 1 1 SELECTED CLIENT LIST Developers Financial Services Firms 1 Benson Mecay AGM Financial Services, Inc. Bor -Son Construction Bank of Tokyo Bossardt - Christenson Corporation Chemical Bank ' Brighton Development Corporation CIT Financial Services Canadian Financial Housing Corporation Citicorp Real Estate Carlson Real Estate Company Cityside Loan and Thrift I CSM Corporation • Commercial Credit Plan, Inc Dominium Group Dai -Ichi Seimei America Corporation Dunbar Development Corporation Firstar Corporation of Minnesota - Forest City Residential Development First Capital Resources I Gittleman Corporation First State Bank of Eden Prairie Glacier Park Development Corporation First Westinghouse Equities Kajima Development Corporation IDS Financial Services, Inc. I Kraus- Anderson Juran & Moody Lincoln Property Company Manufacturers Hanover Lundgren Brothers Construction, Inc. Meritor Mortgage l M.A. Mortenson Merrill Lynch Hubbard Mayfield, Belgarde & Yaffe Companies Midway National Bank New Horizon Homes Midwest Federal Orrin Thompson Homes (U.S. Homes) Miller & Schroeder Municipals, Inc. I The Rottlund Company, Inc. Minnesota Mutual Life Insurance Ryan Construction Norwest Bank Sage Corporation Piper Jaffray Capital Management I Sherman Boosalis TCF Banking and Savings Stuart Corporation Washington Federal Savings and Loan Trammell Crow II United Properties Community/Non- Profit/Health Care The Wall Companies Community for Affordable Senior Housing Welch Companies, Inc. Community Housing and Service Corporation 1 Government Ebenezer Society Episcopal Church Home City of Anoka Grand Avenue Business Association City of Bemidji Health One I City of Brooklyn Center Health Resources City of Brooklyn Park Midway Civic and Commerce Association City of Burnsville Presbyterian Homes of Minnesota I City of Champlin United Health Resources City of Chanhassen West Central Minnesota Initiative Fund City of Edina Westminster Corporation I City of Hastings YMCA City of Maple Grove City of Mendota Heights Law Firms City of Minneapolis Dorsey & Whitney I City of Richfield City of Roseville Faegre & Benson City of St. Paul Fredrikson & Byron City of Thief River Falls Gray, Plant, Mooty, Mooty & Bennett City of Virginia Holmes & Graven City of Willmar Larkin, Hoffman, Daly & Lindgren City of Omaha, NE Leonard Street & Deinard I Minneapolis Public Housing Authority Lindquist' & Vennum Ramsey County O'Connor & Hannan South Dakota Housing Authority Oppenheimer Wolff & Donnelly 1 Washington County HRA Popham, Haik. Schnobrich & Kaufman, Ltd 1 LIST OF MOST RECENT SENIOR HOUSING STUDIES 1 Maxfield Research Group, Inc. The following is a list of the most recent senior housing studies completed by Maxfield Research Group, Inc. with a client contact name and phone number. 1. A Study of the Market Potential for Rental and Senior Housing in Winona, I Minnesota. Clients: Dunbar Development Corporation and Winona HRA I Contact: Mr. Frank Dunbar 612 - 341 -0005 2. Senior Housing Market Analysis and Demand Estimates for Eveleth, I Minnesota. Client: Eveleth Housing and Redevelopment Authority I Contact: Mr. Mike Wudinich, 218- 744 -5845 1 3. Senior Housing Market Analysis and Demand Estimates for Brooklyn Park, Minnesota. 1 Client: City of Brooklyn Park Contact: Ms. Donna Datsko, Senior Planner, 612 -493 -8052 4. A Study of the Market Feasibility the Cottages of Oakdale (Oakdale, Minnesota) Client: Cottage Homesteads of America I Contact: Mr. Michael Saxton, President 5. A Study of the Market Potential for Senior Housing in Virginia. Minnesota. 1 Client: Virginia Housing and Redevelopment Authority I Contact: Mr. James Paske, Executive Director, 218 -741 -2610 In addition to these studies, we have completed several reports in the past few I months where senior housing needs was one component of the assignment, but not the sole focus. These include a report for the City of Fridley on overall housing market conditions and needs (contact: Barb Dacy, Community Development Director), a market assessment for Faegre & Benson on rental housing potential in Bloomington, Minnesota (contact: Gary Ganrud), a Rental Housing Needs Analysis for the City of New Ulm, Minnesota (contact: Dave Schnobrich, City Planner or Frank Dunbar, Dunbar Development Corporation) and a review of demand potential for rental housing in 29 southern Minnesota communities for the South Central Minnesota Multi- County HRA (contact Don Borham or Rick Goodemann at the Minnesota Valley Action Council). 1 1 1 1 1 • 1 1 1 1 1 ARVID ELNESS ARCHITECTS, INC. 1 Company Background, Professional Staff and Experience 1 1 1 1 1 . 1 1 1 1 1 1 Architecture 1 A t .AEA the highest standardsof I design are combined with personal service geared to the individual requirements of each project. The firm's client centered approach considers the building's owners as w ell as its eventual users That is one fac tor for AEA's success, and its receipt of major awards for office, commercial and residential design and I renovation. Today AEA is one of the region's leading firms practicing commercial and residential design. w ith projects ranging in scale from large warehouse renovations such as Butler Square to the redesign of its own imaginative offices in the Butler North building. from a high tech office building designed for a range of professionals to a I housing project for the elderly 1 1 . ,- -?. . . „.*4; ' :-.. : . .1 call* -4g ----- ,./. ie. ..,,, V.. 1-'4: ; 1 i -: ., „r= mss:- - . _ t!". 1 1 1 • 1 1 1 1 1 I Y he firm Aorf c Ary id hilcc is (AE:\ - Elncss is a comprehensive, • y "_ _ client centered practice that _. provides architecture, planting. �" "" _ ° interior design, graphics and development services. Founded , ";�,,`, k - - - °- in 1975, the firm believes r •. - strc,n>;1y in responding to c licnts T • . n "'� ' �•o+ - nrccls �� 1111 c rcat i� c clesi� n. — �' J �' f • T c �- • _ « en\ irontnental sensili\ il\• t� __ - Intl wspec t for program and I -� - - - -- - ,_ - budget rcyuirentents. ALA has • (' = c\tcnsivc experience in pro jet. is - ranging from reno to i <° ✓ - i av - b l new construction. it has worked s - - — with indiv ideal clients as well _. as multiticred structures of • if f� ; i ce' ° Ky municipal. count }. state and l - f �A federal agent ies on 0 wide • ;' . _ range of {,rujc( 1 t\ {)(•s- - - , : °� t.1 _ �r AEls prac lice has grow it .�I r i ^f stead il.attrictinga !S' 1° . ''' multiciisciplinar■ talented +w .-� _ >' -+�. ..-.‘ - y.t st�attcommit ted to the unique "' r = -? requirements of each individual :- "� ;;; - 1 ; project —its site. function. ' �+�.. . ' , economics and enct•g\ use. P-:.• -. � t_ F �.. - y =� :s r •3 _ , _: 41. ' - �� •; AEA is experienced in the full ► L, a - 8 ,� spectruntofbuildingt�{,es - 2:-"-.4- : - 5 •"' ' ' ' - ` c , 'te e" — . �.. � ` ` from education. religious and �- - � \ health care to a vv idc range : ' _ "� � G . J = _ � __ of housing. c ommerc ial and = a _ -,, = ` retail pt to Indust rial - - : - __ ��`::_ developments. and parks. y -, ' T :. _,, AEA has provided design ' �� , -- _� :_ _ - - services on hundreds of > eomtnissions. 11 has been - honored with awards from the S ' ? "W I q4 ! F • _ ; Minnesota Society. American -' - ' 4 „ - ;.. .--z- ' - • -" - - - Institute ofArchitcc•tsand j , k numerous other associations. 1 1 1 1 .1 1 Awards and Publications 1 MSAIA Honor Award - 1974 Housing Magazine Commercial Renovation Magazine I Minnesota Society American Institute of Cover Story, July - 1982 Cover Story, February -1987 Architects Jefferson Square, Northfield, MN Mill Place, Minneapolis, MN Butler Square, Minneapolis, MN AM Magazine MSAIA Honor Award -1986 CEC Honor Award - 1981 Article, September /October -1984 Minnesota Society American Institute of Consulting Engineers Council Academy Park, Devils Lake, ND Architects Butler Square West, Minneapolis, MN Harriet Square, Minneapolis, MN MSAIA Honor Award - 1985 III Building Design and Construction Minnesota Society American Institute of AM Magazine over Stories, Jan 1975 & Oct. 1981 Architects Article, January/February -1987 Butler Square g Butler Square West, Prairie Oaks, Minneapolis, MN Harriet Square, Minneapolis, MN I Minneapolis, MN NAIOP Award - 1985 Finish First Award -1987 Commercial Architecture Award - 1982 Suburban Office Building of the year Wolverine Technologies Corporate Report under 50,000 square feet Harriet Square, Minneapolis, MN Butler Square West, Minneapolis, MN Creekridge Center, Bloomington, MN AM Magazine SD Magazine, January -198 7 Commercial Architecture Award - 1985 Article, May /June -1987 Butler Square West, Minneapolis, MN Corporate Report Elder Homestead, Minnetonka, MN Creekridge Center, Bloomington, MN CUE Award - 1974 Progressive Architecture Magazine Minneapolis Committee on Urban Reggie Award -1985 Article, April -1988 Environment Minneapolis Builders Association Elder Homestead, Minnetonka, MN Butler Square, Minneapolis, MN Timberton, Plymouth, MN Seniors Housing Award -1992 AIA Honor Award - 1975 NAIOP Award -1985. NCOSH/NAHB , American Institute of Architects Renovation of the year Elder Homestead, Minnetonka, MN Butler Square, Minneapolis, MN Thresher Square, Minneapolis, MN - Hospitable Design for Healthcare and Journal of Housing AM Magazine Senior Communities, Article -1992 Cover Story, No ember 1981 Article, January/February -1985 Elder Homestead, Minnetonka, MN Great Northern, Devils Lake, ND Firm profile Arvid Elness Architects and warehouse rehabilitation AM Magazine • I AM Magazine Cover Story, July /August -1987 Article, October /November - 1981 MSPE Award -1985 Chequamegon Hotel, Ashland, WI Dakota Square, Aberdeen, SD Minnesota Society of Professional Engineers Renovation of the year CUE Award -1987 MSAIA Honor Award -1981 Mill Place, Minneapolis, MN Minneapolis Committee on Urban Minnesota Society American Institute of Environment ti Architects NAIOP Award -1985 Buri Manor, Minneapolis, MN Jefferson Square, Northfield, MN Renovation of the year Mill Place, Minneapolis, MN . Aurora Merit Award -1988 AM Magazine Southeast Builders Conference Article, May -1982 CUE Award -1986 Best Life Care Housing of the year I Jefferson Square, Northfield, MN Minneapolis Committee on Urban The Fountains, Melbourne, FL Environment Mill Place, Minneapolis, MN Design of Aging Review -1992 AIA/AAHA I Rosewood Estate, Roseville, MN - 1 1 1 ARVID ELNESS, FAIA PRESIDENT /CEO I EDUCATION Bachelor of Architecture, University of Minnesota, 1962 PROFESSIONAL MEMBERSHIPS Academy of Fellows American Institute of Architects President, AIA Minnesota, 1992 Director and Northcentral Regional Vice President, NASLI (National Association for Senior Living Industries) Member, National Historic Trust Foundation Past Member, Advisory Committee on Aging, Metropolitan Council REGISTRATIONS Arizona, Florida, Iowa, Kansas, Michigan, Minnesota, Montana, Nebraska, New Jersey, North Dakota, South Dakota, Virginia, and Wisconsin. NCARB Certified. EXPERIENCE A registered architect in Minnesota since 1967, Mr. Elness has served as planner, project architect and principal on many prominent metro and outstate projects. In 1975, he founded Arvid Elness Architects, Inc., which is comprised of architects, planners, interior designers, construction ' administrators, and production, marketing and computer personnel. Mr. Elness, as an active member of NASLI since 1984, and North Central regional vice president since 1989, has conducted several sessions on design and development of assisted living programs. As a frequent guest speaker and lecturer throughout the country, he has recently made presentations regarding his practice, at the Wisconsin Society of ' Architects' annual convention and as Juror for the 1987 Honor Awards in South Dakota. On behalf of Elder Homestead Corporation, General Mills and the Wilder Foundation, he has designed and initiated the new concept "cluster parlor dwelling units" that is gaining national attention as an alternative to nursing homes. As a Board Member of the Elder Homestead assisted living facility in Minnetonka and Villa Park a congregate facility in Roseville Mr. Elness brings not only design but o ptional and naent experience the p. W ith era over 15 ma hous gem un x constructe d, Arvid Elnes Architects has been recognized as an innovative leader in Senior Housing. The firm's current activity includes continuing care residential communities as well as free - standing congregate, assisted living and nursing home facilities throughout the North Central region as well as Florida and New Jersey. Design is complete on five new projects for the Dakota County HRA in Lakeville, West St. Paul, Burnsville, Eagan, and now Hastings. Also in the planning stage are facilities for the Plymouth, Minnetonka, and White Bear Lake Economic Development Agencies. Mr. Elness insists on design excellence, professionalism and technical proficiency with every commission. He has served as development coordinator on many senior related facilities as well as a team member providing basic architectural services. r 1 1 SENIOR FACILITIES ' NEW CONSTRUCTION Minnetonka Senior Housing Status: Schematic Design 1 Minnetonka, MN This work represents a study of seven sites for their feasibility as Minnetonka HRA locations for cluster housing, congregate housing, or assisted living. The sites range in size from 3.8 to 44 acres. This project includes investigations and analysis of the present state of senior housing in the city, of the areas and urban systems around and serving the sites, and how the sites, their geography, amenities and site forces can mesh into their surroundings. Prototypical site plans are being developed for each site. Plymouth Senior Housing Status: Schematic Design Plymouth, MN This project represented the study of a city owned parcel of land Plymouth HRA designated for senior housing use. The plan consisted of 100 congregate housing units clustered around a village theme of a two and three story structure. An educational exhibit on senior housing options was prepared and exhibited in conjunction with this work. White Bear Lake Senior Housing Status: Schematic Design White Bear Lake, MN Set on a 3/4 city block site this 42 -unit congregate development will provide R.A. Morton Co. affordable senior housing in downtown White Bear Lake. The building will be 2 and 3 stories to blend with the residential neighborhood and will include a community dining room and library that opens onto the "front porch" entry. Long Lake Housing Status: Schematic Design ' Long Lake, MN This project was conceived as a one level living cluster home Ted Wolf development on private land. 28 living units and an apartment complex are being planned overlooking Long Lake and established wetlands. Gideon Pond Status: Design Bloomington, MN This addition to an existing seniors co- operative will provide 85 units of Presbyterian Homes assisted living housing. The new wing will provide full dining facilities I as well as an array of community rooms and "gathering" parlors. In addition a new 100 seat chapel and administrative wing are also being designed. These new facilities will complete the private, landscaped central court for the Gideon Pond campus. Minnesota Masonic Home Status: Design and Construction Bloomington, MN The master plan for this 80 acre campus on the Minnesota River bluffs was the beginning of the renovation of this stately, 75 year old seniors living facility. Beginning with construction of the 56 -unit, independent cluster homes the new Minnesota Masonic Home will offer a full CCRC I environment. In design now is the complete renovation of the original building into 46 assisted living units and administrative offices, the addition of a 120 bed skilled nursing facility, and the addition of a Town Center which will provide shops and services for the entire campus. 1 1 1 1 SENIOR FACILITIES NEW CONSTRUCTION ' Oak Woods of Eagan Status: Construction Eagan, MN Set on a hillside, this 65 -unit congregate living building evokes an Dakota County HRA image of a "hillside village ". The stucco building with large roof I overhang's has a veranda extending across the south overlooking a pond. The building features a community room with enclosed "porch" as the focus for the one and two bedroom independent living units. I Walker Elder Suites Status: Construction Edina, MN A three story 72 -unit Assisted Living Facility designed to provide care Walker Companies, Inc. to the frail elderly in a residential environment. The design features I Craig C. Avery Co. the duster parlor concept of assembling 5 independent units as one apartment. The architecture recalls the styling of a brick English country home complete with car court, entry parlors, and cottage charm characteristic of that period. I Eagle Ridge Place Status: Completed 1992 Burnsville, MN This congregate living development consists of 40 one and two bedroom I Dakota County IIRA independent living units, with future expansion for 20 more units. The building is centered around a two story community / dining room with a large covered porch overlooking the 4 acre hillside site. 1 Haskell Court Status: Completed 1992 \Vest St. Paul This 42 -unit congregate living building is set in an older residential Dakota County HRA. area of the city. The building is designed with two and three story wings I and an extended front porch to help maintain the character of the existing neighborhood. The project offers one and two bedroom independent living units with a large community / dining room, library, and entry lounge as I the focal point for residents. Winsor Plaza a a Status: Completed 1990 I Lakeville, MN A 40 -unit, 41,500 square foot seniors living facility. The finishes, Dakota County HRA furniture and lighting selections evoke a comfortable, practical, homey feeling with parlor benches anchoring each wing and soft pastel colors to give the spaces a warm glow. • 1 Assisted Living Facility Status: Schematic design complete 1990 Winter Park, Florida This 72 -unit housing development for the frail elderly is nestled into a Tartan Development residential neighborhood off of a busy residential arterial road. A protected wetland area provides.dramatic views for many of the units and community spaces. The two story building contains 4 and 8 units sharing 1 a cluster parlor, creating a sense of small neighborhoods within the development. Rosewood Status: Schematic design complete 1990 Maplewood, MN A formal exterior entry court brings guests into an 80 -unit assisted living project. The three story building is based upon an "H" shaped plan with a focus of community spaces in the center "main house ". The configuration I of the building minimizes corridor lengths and creates separate wings which affords flexibility in levels of personal care and social requirements of those residents. 1 1 1 SENIOR FACILITIES NEW CONSTRUCTION Heritage Manor Status: Schematic design complete 1990 1 Cedar Rapids, IA Campus master planning study and plan development for a 68 -unit Terry Bjornsen phase I congregate facility. Camelot at Status: Completed 1988 I Mariner's Village This 375 -unit campus consists of 50 detached villas, 250 units of multi - Orlando, FL story adult congregate living with a full service restaurant, exercise Waterford Associates and therapy rooms, convenience store, pub, beauty/barber shop and related spaces. The third component of the project is a 75 -unit assisted living facility which provide required assistance and care to residents which are more frail. 1 Rosewood Estate Status: Completed 1989 Roseville, MN This 68 -unit Assisted Living Facility provides 24 hour care to the frail Rosewood Ltd. Partnership elderly in a very residential environment. The building designed with authentic American Colonial characteristics is marketed as a new residential alternative living facility. Rosewood has been recognized, for its outstanding features and innovative design, for the first Design of Aging Review by the AIA Committee of Architecture for Health (AIA -CAH) and the American Association of Homes for the Aging (AAHA). St. Anthony Green Status: Completed 1989 Condominiums 40 -units of for -sale, market rate condominiums for older people. Three Minneapolis, MN story frame structure over covered parking with community spaces and I Brighton Development Corp. services provided. - Franklin Township Status: Schematic design complete 1959 Franklin Township, NJ Development of a 42 acre site into 220 Congregate units and 75 Assisted Calton Homes Living units. Wellington Pines Status: Schematic design complete 1988 , Toms River, Dover Township Planning of a 32 acre site into a Congregate Care Campus to New Jersey include 50 detached "Villa Units" 220 -unit Adult Congregate Living Calton Homes Facility 75 -unit Assisted Living and 60 bed Nursing Home. The Fountains at Status: Completed 1988 Lake -in- the -Woods A 263 -unit senior housing project . The building is located in an Melbourne, FL undeveloped wooded area in which water features are integrated into Lake -in- the -Woods Associates the landscaping. The design features a skylit dining room overlooking a veranda and pool, a library, chapel, hobby rooms, exercise rooms, game rooms, community room, gazebos and on -site shops. 1 Brightonciale Status: Completed 1988 New Brighton, AST A three story wood frame housing project with one story I First iinerican underground parking. This 72 - unit rental development for older Corporation and people includes congregate full service dining, exercise rooms, jacuzzi, Twin City Christian homes beauty/barber shop, green house, lounges and chapel. I 1 1 1 I SENIOR FACILITIES NEW CONSTRUCTION 1 Westwood Ridge Apartments Status: Completed 1988 West St. Paul, MN This 128 -unit market rate senior rental project is sited atop a Stuart Corporation and promontory in a Saint Paul suburb. The project contains a mix of 1, 2, I Walker Homes and 2 bedroom plus den units as well as a full complement of congregate living spaces. Mount Olivet Status: Preliminaries Completed 1987 Senior Housing This housing project is a nine -story structure designed in the prairie Minneapolis, MN style. This 84 -unit rental development for older people includes a • Mount Olivet Careview Home dining room, full service kitchen, activity space and coffee bar, lounge 1 designed to offer elegance with chandeliers, grand piano, and fireplace. Lake Square Status: Completed 1987 White Bear Lake, MN This is a three story, 90 -unit housing project which is sympathetic to the Lake Square Partners scale of the two story residential architecture surrounding it. The U shaped building features a two story solarium/dining room, a community room, underground parking, craft room and a gazebo on the patio. I �' Park Community Status: Completed 1987 Condominiums Sponsored by area Lutheran churches, this 100 -unit condominium RasevilIe, IaLr development for older people includes congregate dining, exercise Housing Alliance, Inc. rooms, craft rooms, game rooms and full time security. The project is managed by Lyngblomsten Support Services of St. Paul. I o 1 d Status: Completed 1986 Minnetonka, ■.N 28 -unit elderly care facility in Minnetonka. The Housing Alliance, in Altcare Corporation conjunction with Altcare Development Corporation, studied alternative housing and care solutions for the older people. The facility is one of the nations first free standing Assisted Living centers that is designed to provide care to the frail (in a residential environment) as an alternative to I a nursing home. Elder Homestead was published in Architecture Minnesota May /June 1987. In 1992 the Elder Homestead won a Gold Medal for Assisted Living Housing Projects in the first annual Significant I Seniors Housing Awards Program. The award was given by the National Council on Seniors Housing (NCOSH) of the National Association of Home Builders. ti .nd.ish Green Status: Completed 1986 • iirneapoiis, 1■1N 45 units of for - sale, market rate condominiums for older people. The Brighton Development Corp. project, located in south Minneapolis, marketed very quickly and provides a variety of community spaces and programs for its residents. iillside Manor Status: Completed 1984 ' Windom, MN 30 units of public housing for the elderly financed through HUD. The Windom HRA project is three stories and features sloped roofs, dormers, spindle porches and a community senior center. 1 1 MAY/JUNE 1987 ,.:. A..A: -..-li .. ,,..- -... • .-- -..f -:....- , , . 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