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6.1. EDSR 05-08-2006ITEM ~ 6_l .. MEMORANDUM TO: Economic Development Authority FROM: Catherine Mehelich, Director of Economic DevelopmentC~ DATE: May 8, 2006 SUBJECT: Consider Adoption of Amended Business Subsidy Policy Attachments • City of Elk River Business Subsidy Policy, Amended May 2006 Background The 2000 MN Business Subsidy Law requires subsidy grantors to establish "Business Subsidy" Criteria by May 2003 and prior to granting business subsidies. In accordance with the law the City adopted business subsidies criteria within its Tax Increment Financing, Tax Rebate Financing and Micro Loan policies in 2000. The City of Elk River Business Subsidies Policy was drafted and adopted as a separate document from the specific types of subsidies in 2002. Besides meeting the statutory requirements, the purpose of the policy is to establish a minimum wage floor fox all types of business subsidies that may be provided by the City of Elk River, in addition to the project meeting the city's specific guidelines fox each particular form of subsidy, i.e. Tax Increment Finance, Tax Abatement and Economic Development Micro-Loans. Recommendation The attached policy includes the amendments discussed at the April 1Q 2006 EDA meeting. Staff recommends that the EDA consider adoption of the amended Business Subsidy Policy. Following the EDA's adoption, the City Council will be asked to adopt the amended policy. Business Subsidy Policy Amended & Adopted: May 2006 Original Adopted: Housing & Redevelopment Authority November 25, 2002 City CouncIl November 25, 2002 Economic Development Authority December 9, 2002 City of Elk River Economic Development Division 13065 Orono Parkway Elk River, b1N 55330 763.635.1040 CITY OF ELK RIVER POLICY AND PROCEDURES RELATING TO THE USE OF BUSINESS SUBSIDIES PURPOSE Far the purporer of this document, the term `City"shall include the Elk River City Council, Ee~onomic Development Autborzty, and Housing and Redevelopment Authority. The purpose of this policy is to establish guidelines and criteria regarding the use of business subsidies, such as tax increment fmancing (TIF), tax abatement, and other business subsidies fox private development projects within the City of Elk River. This policy shall be used as criteria fox providing subsidies, in addition to the requirements and limitations set forth by provisions of Minnesota State Statute 116J.993 (MN Business Subsidy Law), and the City's policy and guidelines of the particular form of subsidy. These guidelines shall be used in processing and reviewing applications requesting business subsidy assistance. The fundamental purpose of business subsidies in the City is to encourage desirable development or redevelopment that would not otherwise occur "but for" the assistance provided through business subsidies. It is the intent of the City to provide business subsidies, as well as other incentives that the City may deem appropriate, at the shortest term required fox the project to proceed. The City reserves the right to approve ox reject projects on a case-by-case basis, taking into account established policies, specific project criteria, and demand on city services in relation to the potential benefits to be received from a proposed project Meeting policy guidelines or other criteria does not guarantee the award of a business subsidy. Furthermore, the approval ox denial of one project is not intended to set precedent fox approval or denial of another project. Whenever possible it is the City's intent to coordinate the use of business subsidies with other applicable taxing jurisdictions. II. DEFINITION OF "BUSINESS SUBSIDY" The following types of assistance having a value in excess of $25,000 are defined as a "business subsidy" within the MN Business Subsidy Law: • State and local government agency grants; • Contributions of personal property, real property, ox infrastructure; • The principal amount of a loan that exceeds $75,000 at rates below those commercially available; • Reductions or deferrals of taxes ox fees; • Guarantees of any payment under any loan, lease, ox other obligation; and, • Preferential use of government facilities. City of Elk River Business Subsidy Policy Amended May 2006 III. PUBLIC PURPOSE OBJECTIVES OF BUSINESS SUBSIDIES In accordance with the MN Business Subsidy Law, the City will consider using business subsidies to assist private development projects to achieve one ox more of the following public purpose objectives: • To retain local jobs and/or increase the number and diversity of jobs that offer stable employment and/or attractive wages and benefits. • To enhance and diversify the City of Elk River's tax base. • To encourage additional unsubsidized private development in the area, either directly ox indirectly through "spin ofP' development. • To achieve development on sites which would not be developed without business subsidies assistance. • To remove blight and/or encourage development of commercial and industrial areas in the city that result in higher quality development ox redevelopment and private investment. • To offset increased costs of development of specific properties when the unique physical characteristics of the site may otherwise preclude private investment. • To create opportunities for the construction, operation and maintenance of affordable housing. IV. GENERAL POLICIES FOR THE USE OF BUSINESS SUBSIDIES A. Business subsidy assistance will be provided from the City, on a "pay-as-you-go" note method, to the developer if the business subsidy is tax increment financing ox tax abatement. Requests fox up front financing will be considered on a case-by-case basis. B. A developer requesting business subsidy assistance must demonstrate, to the satisfaction of the City, sufficient cash equity investment in the project as required within the City's policy fox the particular form of subsidy. C. Business subsidy assistance will not be provided in circumstances where land and/ox property price is demonstrated by the County Assessor to be in excess of fair market value. This would normally be where the acquisition price is more than 10% in excess of market value. D. A developer must be able to demonstrate to the City, ox, if applicable, to the underwriting authority, a market-demand fox a proposed project. E. Business subsidy assistance will not be used in cases where the subsidy would create an unfair and significant competitive financial advantage over other similar projects in the area. F. Business subsidy assistance will not be used fox projects that would place extraordinary demands on city infxastmctuxe and services. City of Elk River Business Subsidy Policy Amended May 2006 G. If requested by the City the developer shall provide adequate fmancial guarantees to ensure completion of the project, including, but not limited to: minimum assessment agreements, letters of credit, cash escrows, and personal guaranties. H. Each developer must be able to demonstrate to the City's satisfaction, an ability to construct, operate, and maintain the proposed project based on past experience, general reputation, and credit history. L If requested by the City, ox its consultants, the developer shall provide sufficient market, fmancial, environmental, ox other data relative to the successful operation of the project. I. Projects receiving business subsidy approval from other affected taxing jurisdictions will be more favorably received by the City. V. GUIDELINES FOR COMMERCIAL/INDUSTRIAL BUSINESS SUBSIDIES A. Business subsidies will not be used for retail ox service businesses unless it is a redevelopment project that demonstrates that it will result in a substantial increase in tax base and a significant improvement in quality employment. B. The project must be consistent with the City's Comprehensive Plan, Land Use Plan, and Zoning Ordinances. C. The project must result in the retention of existing jobs that would be lost "but for" the proposed development or result an increase and diversification in local jobs. Business retention jobs will be considered on a one-for-one match to job creation only in cases where job loss is specific and demonstrable in accordance with the MN Business Subsidy Law. D. Specific wage and job goals will be determined by the City giving consideration to the particular form of the subsidy, nature of the development, the purpose of the subsidy, local economic conditions and similar factors. The recipient will have up to two years from the benefit date, which is the date that the recipient receives the subsidy, to meet the job and wage goals established by the City. E. The minimum wage for a job to be considered a new or retained job shall be $15.00 per hoax, exclusive of benefits required by law. Deviations from the job and wage goal may be considered fox projects that will result in a significant increase in tax base. Deviations less than the wage floor will be considered on a case-by-case basis and in accordance with the requirements of the MN Business Subsidy Law. F. Business subsidies will not be used fox commercial/industrial projects that have a history of inconsistent compliance with applicable environmental rules and regulations. City of Elk River Business Subsidy Polic}' Amended May 2006 VI. GUIDELINES FOR REDEVELOPMENT AND RENOVATION BUSINESS SUBSIDIES In accordance with the MN Business Subsidy Law, the following forms of financial assistance related to redevelopment and renovation axe not a "business subsidy": A. Assistance provided fox the sole purpose of renovating old ox decaying building stock or bringing it up to code, provided that the assistance is equal to ox less than 50 percent of the total cost; B. Assistance for pollution control ox abatement; C. Redevelopment when the recipient's investment in the purchase of the site and in site preparation is 70 percent or mare of the assessor's current year's estimated market value. VII. SUBSIDY APPLICATION PROCESS AND PROCEDURE A. Application fox business subsidies shall be made on the City's forms for the particular type of assistance. The application for business subsidies shall request information required within the City's policies on the particular form of subsidy including but not limited to; a detailed description of the project; a preliminary site plan; the amount of business subsidy requested; the public purpose of the project; the number and types of jobs to be created; the wages and benefits to be paid new employees; and verifiable funding sources and uses. B. Following a review by appropriate City Staff the application shall be referred to the either the Economic Development Authority, ox Housing and Redevelopment Authority, fox recommendation to the City Council for denial ox approval. C. Before granting a business subsidy that exceeds $100,000, the City shall provide public notice and hold a hearing on the subsidy unless a hearing and notice on the subsidy is otherwise required by law. VIII. SUBSIDY AGREEMENT AND REPORTING REQUIREMENTS Each company receiving a business subsidy shall be subject to the subsidy agreement and reporting provisions and requirements set forth by the MN Business Subsidy Law and summarized below: A. Progress Reports The recipient shall file a report annually for two years after the receiving the subsidy or until all goals set forth in the subsidy agreement have been met, which ever is later. Reports shall be completed using the format drafted by the State of Minnesota and shall be filed with the City's Economic Development Division no latex than March 1 of each year fox the progress made the previous year. City of Elk River Business Subsidy Policy Amended b4ay 2006 B. Maintain Facility The recipient agrees to maintain and operate its facility at the site where the subsidy is used fox a period of five years after the date the subsidy is provided. C. Failure to Comely Businesses failing to comply with the subsidy agreement will be subject to fines, repayment requirements at the rate established within the MN Business Subsidy Law, and be deemed ineligible by the State to receive any loans or giants from public entities for a period of five years. City of Elk Rivet Business Subsidy Policy Amended May 2006