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#9 Appearance Client 04-114 NEIGHBORHOOD SERVICES MEMORANDUM August 14, 2009 TO: Community Development Authority FROM: Carrie Clark, Housing Financial & Rehabilitation Specialist SUBJECT: Agenda Item #9 – Appearance by Home Improvement Client to Explain Loan Delinquency Summary Home Improvement Program client 04-114 has been invited to appear before the Community Development Authority (CDA) to discuss their loan delinquency. This memorandum will briefly summarize the loans made to this client, the repayment provisions, and the current status of their loan. No action is required on the part of the CDA at this time, however, members may wish to ask questions of the client and/or give staff direction on how to proceed. Background Client 04-114 – This client has received one (1) loan from the City of Janesville to assist them in rehabilitating the property located at 533 S. Chatham Street. In June, 2004 a loan in the amount of $20,000 was made to this client from the Recently Purchased Home Improvement Program to assist them with making improvements to the electrical, heating, roof system and windows of their home. Under the terms of the loan agreement, one-half (½) of the loan amount ($10,000) is structured as a th forgivable loan, forgiven at the rate of one-tenth (1/10) per year over ten (10) years of continued occupancy. The other one-half (½ ) of the loan amount ($10,000) is structured as a zero-percent interest (0%) installment loan with payments set at $50.00 per month as long as the client remains income eligible. This client has been invited to appear before the CDA on at least 3 separate occasions at the point their loan becomes 6 months delinquent. The last invitation to appear was in November, 2008. The client did not appear but made a payment in the week following the meeting that brought the loan current to December, 2008. Staff also reviewed the client’s income and decreased the monthly payment to $75. No payments have been made since November, 2008.The loan is $699 in arrears. The following table summarizes the balances owed on this client’s loans: Loan # Amount Payment Balance 04-114D-1 10,000.00 7,000.00 0.00 04-114I-1* 10,000.00 50.00 0.00 04-114I-2 9,120.00 125.00 0.00 04-114I-3** 4,761.00 75.00 4,761.00 * refinanced to raise payment amount. ** refinanced to lower payment amount. Action No action is required on the part of the CDA at this time. However, CDA members may have questions of the clients and may also give staff direction on how to proceed. Cc: Jennifer Petruzzello, Neighborhood Services Director 1