4.3. SR 12-21-1995T ll�
ITEM 4.3.
MEMORANDUM
TO: Mayor & City Council
Ver
FROM: William Rubin, ED Coordinat�Ja'
DATE: December 21, 1995
SUBJECT: Public Hearing on Modification to Tax
Increment Financing Plan No. 3
Introduction
At its November 20 meeting, the Elk River City Council authorized a public
hearing for December 21, 1995, to consider a modification to Tax Increment
Financing Plan No. 3. The proposed modification will amend TIF Plan No. 3
to authorize tax increment expenditures that are not currently referenced in
the Plan.
Back - 'round
Tax Increment Financing District No. 3 is considered an economic
development district that was created in 1986 by City Council action. The
geographic boundaries of District No. 3 reflect the southerly portion (or the
second phase) of the Elk River Mall area, including the low- to moderate -
income apartments located in the southwest corner of Freeport Avenue and
School Street. District No. 3 will be decertified by the City Council prior to
the end of 1995. As a result, property taxes paid in 1996 will go to the county
for redistribution pursuant to the respective levies of the local taxing
jurisdictions.
Although debt service obligations still exist on the water tower project, it is
estimated that approximately $550,000 will be available from the District
No. 1 and District No. 3 account for other projects. Hence, a modification to
Plan No. 3 was initiated. The proposed modification identifies numerous
eligible expenditures that are authorized by the Tax Increment Statute.
These proposed expenditures are inherently tied to two of the three broad
categories that resulted from workshops in June and in August of this year.
The workshops were conducted by the Elk River EDA; the lone
Councilmember that is not an EDA Commissioner also attended and
participated in the workshops. These two categories are: a) Business Park
and Industrial Park Activities, and b) Downtown Redevelopment.
13065 Orono Parkway • P.O. Box 490 • Elk River, MN 55330 • (612) 441 -7420 • Fax: (612) 441 -7425
The following activities /expenditures are proposed as modifications to TIF
Plan No. 3:
Business Park and Industrial Park Activities
Including, but not limited to, off -site and on -site
infrastructure extensions, site development and site
preparation costs, land acquisition, and certain municipal
water and sanitary sewer system improvements, etc. $ 400,000
Urban Renewal and Redevelopment Activities
Including, but not limited to, off -site and on -site
infrastructure extensions, site development and site
preparation costs, land acquisition, building acquisition,
rehabilitation, demolition, and Mississippi Riverfront
Pathway development, etc. $ 150,000
Infrastructure Improvements
• Including, but not limited to, certain municipal water and
sanitary sewer system improvements, etc. $ 7
$625,000
The above - referenced expenditures have been overstated as in all likelihood,
$550,000 of available funds are attributable to District No. 3. However,
overstating proposed expenditures gives the city certain flexibility as future
projects emerge.
Although no projects are presently contemplated, the specific areas that the
TIF funds would be expended are highlighted in Exhibits B -1 through B -5 of
the TIF Plan modification. Business Park and Industrial Park opportunities
are limited to the emerging business park area in the western part of the
community and the emerging industrial and future business park
opportunities in the eastern part of the community. Redevelopment
opportunities will be limited to the central commercial district in downtown
as well as the office district along Main Street and Jackson Avenue.
Expenditures for infrastructure improvements are identified in the eastern
part of the community.
Since the November 20 City Council action, the following activities have
• occurred:
• Preparation and distribution of proposed TIF Plan No. 3
modification.
• Public hearing notice published in the December 6 Star News.
• Presentation to Sherburne County Board of Commissioners on
December 12.
• Presentation to District 728 School Board on December 12.
• Planning Commission review of proposed modification to ensure
consistency with Comp Plan on December 19.
Action Requested
After conducting the public hearing and taking public input, the Elk River
City Council is asked to approve the modification to Tax Increment
Financing Plan No. 3.
Attachments:
- Modification to TIF Plan No. 3
- Draft of Planning Commission Resolution
•
•
MODIFICATION OF
TAX INCREMENT FINANCING PLAN NO. 3
TAX INCREMENT FINANCING DISTRICT NO. 3
City of Elk River
December 21, 1995
0
0
MODIFICATION OF
TAX INCREMENT FINANCING NO. 3
TAX INCREMENT FINANCING DISTRICT NO. 3
Purpose
The sole purpose of this modification (the Modification) of the existing Tax
Increment Financing Plan No. 3 (the TIF Plan) for Tax Increment Financing
District No. 3 (the TIF District) is to provide supplemental information
relating to the increase in total estimated tax increment expenditures
authorized by the Plan. The City of Elk River proposes to provide a means
for financing certain public infrastructure improvements, redevelopment
activities, and Business Park and Industrial Park activities as authorized by
Minnesota Statutes.
This Modification ratifies and incorporates by reference, all of the terms of
the Tax Increment Plan and its attachments in their entirety, subject only to
. the Modification and additional provisions provided herein.
Modification
The TIF Plan and Minnesota Statutes, Section 469.175, subd. 4, require
modification of a TIF Plan in the event additional property is designated to
be acquired by the city or in the event there is an increase in total estimated
tax increment expenditures. Therefore, the TIF Plan is modified and
supplemented as follows:
l.) Development Program - The goals and objectives of the TIF
District and City of Elk River Development District No. 1 (the
Development District) are set forth in the TIF Plan and the
Development Program for the Development District. These
goals and objectives include:
a.) To provide impetus for business and industrial
development by constructing public facilities.
b.) To increase employment opportunities in the city by
encouraging additional business and industrial
development.
c.) To preserve and enhance the tax base of the city.
d.) To provide financing for public improvements within the
Development District as found by the City Council to be
necessary or appropriate to meet the purposes of the
Development District.
e.) To provide maximum opportunity, consistent with the
needs of the City, for development by private enterprise.
The TIF Plan states that tax increment generated by the TIF
District will be used for public improvements and facilities
determined by the City Council to be necessary and appropriate
to meet_the purposes of the Development Program. The City
Council has determined that paying for certain public
infrastructure improvements, redevelopment activities, and
business park and industrial park initiatives identified in this
Modification is necessary and appropriate to meet the purposes
of the Development District because these activities will:
i) Preserve and enhance the tax base of the city,
ii) Encourage additional business and commercial
development through the elimination of the blighting
influence in certain residential, central commercial, office,
highway commercial, and business park and industrial
areas throughout the city, and,
iii) Increase employment opportunities in the city.
These purposes are consistent with the goals and purposes of
the Development Program and the TIF Plan.
2.) Property to be Acquired - In order to achieve the goals and
objectives of the Development Program, it is hereby deemed
necessary and appropriate for the City of Elk River or the
Economic Development Authority for the City of Elk River (the
EDA) or the Housing and Redevelopment Authority for the City
of Elk River (the HRA) to acquire certain property located
• throughout the Development District. The acquisition of
property in support of private development activity will be done
in conjunction with other public development activities more
thoroughly outlined in 3.b. of this Modification.
3.) Development Activities -
a.) Private Development Activity - Development activity
within Development District No. 1 includes, but is not
limited to those activities within the residential, central
commercial, office, highway commercial, and business
park and industrial park districts that will help achieve
the goals and objectives of the Development Program for
the Development District.
b.) Public Development Activity - To support the private
development activity, the City Council has determined
that it is necessary and appropriate to provide assistance
through the use of tax increment expenditures authorized
by the TIF Plan and Minnesota Statutes. Such assistance
includes, but is not limited to, infrastructure
improvements, including off -site and on -site
infrastructure extensions, acquisition of blighted
property, rehabilitation of buildings, demolition of
blighted property, site development and site preparation
costs, Mississippi Riverfront trail development in the
central commercial district, and business park and
industrial park initiatives such as infrastructure
improvements, site development and site preparation
costs, and land acquisition in support of private
development activity.
The locations of these development activities are indicated on
maps attached as Exhibit B -1 through B -5 of this Modification.
4.) Financial Analysis of the TIF Plan -
Cost of the Public Development Activities to be Financed:
Business Park and Industrial Park Activities
Including, but not limited to, off -site and
on -site infrastructure extensions, site
development and site preparation costs,
land acquisition, and certain municipal
water and sanitary sewer system
improvements, etc. $400,000
•
•
•
Urban Renewal and Redevelopment Activities
Including, but not limited to, off -site and
on -site infrastructure extensions, site
development and site preparation costs,
land acquisition, building acquisition,
rehabilitation, demolition, and Mississippi
Riverfront Pathway development, etc.
Infrastructure Improvements
- Including, but not limited to, certain
municipal water and sanitary sewer
system improvements, etc.
Sources of Funds:
Tax Increment
Amount of Bonded Indebtedness to be Incurred:
$150,000
111.
'�• 111
$625,000
E, 1
In accordance with the TIF Plan, the city has elected to retain
the full captured assessed value of TIF District No. 3 and to use
all of the tax increment generated by the TIF District for
purposes identified in the TIF Plan. The TIF District will
generate more than enough revenue to fund the proposed public
development activities. Therefore, it will not be necessary to
extend the duration of TIF District No. 3 beyond the period
described in the TIF Plan, or, to increase the amount of tax
increment to be received in order to fund the proposed public
development activities.
5.) Cash Flow Analysis - Attached as Exhibit A to this Modification
is a revised cash flow analysis for the TIF District. This
analysis sets forth the impact of the proposed public
development activity. The cost of the public development
activities will be paid from tax increment generated by TIF
District No. 3 in excess of those funds necessary to pay existing
debt service.
• 6.) Estimated Impact of the TIF District on Other Taxing
Jurisdictions - Because the proposed public development
activities will be financed through tax increment funds
currently retained by the city under the TIF Plan, the estimated
impact on other taxing jurisdictions, as described in the TIF
Plan, will remain unaffected. In addition, many private
development activities undertaken without the creation of new
Tax Increment Districts, will go directly to the local taxing
jurisdictions, thereby creating a positive impact.
7.) Administrative Procedures and Requirements - This
Modification is being made pursuant to the Modification
Procedure outlined in the TIF Plan and Minnesota Statutes,
Section 469.175, subd. 4, solely for the purpose of funding public
development activities in accordance with the Plan and
Minnesota Statutes.
•
•
•
•
•
TI FCASH.XLS
11/21/95
TIF DISTRICT NO. 1 & 3
CASH FLOW PROJECTION
Tax Debt Cash
Increment Service Other Balance
1994
1995 210,900.02 - 109,322.50
1996 - 130,810.00
1997 121,585.00
1998 - 112,200.00
(1) Library Bond Debt Obligation
EXHIBIT A
797,070.36
- 52,000.00 (1) 846,647.88
715,837.88
594,252.88
482, 052.88
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Emerging Light
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Opportunities and
Public Infrastructure
-IF Improvement Opportunities
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EXHIBIT B-5
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RESOLUTION 95 -
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• A RESOLUTION OF THE ELK RIVER PLANNING COMMISSION
A RESOLUTION FINDING THE CITY OF ELK RIVER'S PROPOSED
MODIFICATIONS TO TAX INCREMENT FINANCING PLAN NO. 2 AND NO. 3
LOCATED WITHIN DEVELOPMENT DISTRICT NO. 1 AS BEING CONSISTENT
WITH THE COMPREHENSIVE PLAN FOR THE CITY OF ELK RIVER
WHEREAS, the City of Elk River's proposed modifications to Tax Increment
Financing Plan No. 2 and No. 3 (the Plans), located within
Development District No. 1, have been submitted to the Elk River
Planning Commission; and,
WHEREAS, the Planning Commission has reviewed the proposed modifications to
the Plans to determine the consistency of the modifications to the
Comprehensive Plan of the City of Elk River.
NOW, THEREFORE, BE IT RESOLVED by the Elk River Planning Commission that
the modifications to Tax Increment Financing Plan No. 2 and No. 3 are consistent with
the Elk River Comprehensive Plan, based on the following findings:
1. Business Park and Industrial Park expenditures, as authorized by Minnesota
Statutes, are proposed within the B -P, Business Park zoning district or the I -1,
Light Industrial zoning district in the western part of the community or in the
• eastern part of the community, and have an underlying land use of light industrial.
2. Urban renewal and redevelopment expenditures, as authorized by Minnesota
Statutes, are proposed within the C -1, Central Commercial zoning district and the
C -2, Office District zoning district, and have an underlying land use of central
business.
•
3. Infrastructure expenditures, as authorized by Minnesota Statutes, are proposed
within the B -P, Business Park zoning district, the I -1, Light Industrial zoning
district, the C -1, Central Commercial zoning district, or the C -2, Office District
zoning district and have an underlying land use of light industrial, or central
business respectively.
Adopted this 19th day of December, 1995.
ATTEST:
Steven B. Ach, City Planner
Louise Kuester, Chair