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6. EDSR 06-17-2013 Elk REQUEST FOR ACTION River TO ITEM NUMBER Economic Development Authority 6. AGENDA SECTION MEETING DATE PREPARED BY June 17, 2013 Clay Wilfahrt,Assistant Director of Economic Development ITEM DESCRIPTION REVIEWED By Consider Tax Abatement Application and make Brian Beeman,Director of Economic recommendation to City Council for Preferred Powder Coating Development REVIEWED BY Jeremy Barnhart,Deputy Director, CODD ACTION REQUESTED Consider Tax Abatement Application and make recommendation to City Council. Option 1 -Tax abatement in the amount of$680,895, as recommended by Ehlers and Associates Option 2 -Tax abatement in the amount of$1,153,878, as requested by the applicant. BACKGROUND/DISCUSSION Preferred Powder Coating has submitted an offer to purchase 10.36 acres of land from the city for$1.67 per square foot excluding approximately one acre of land that is unbuildable due to a utility easement, for a total cost of$680,895.07. Preferred Powder is requesting tax abatement of$1,153,878 dollars over 12 years. Staff has evaluated Preferred Powder's application and has scored it as a 38 out of a possible 45 points which qualifies it as a"highly desirable"project based on the city's project priorities. Upon approval by the city and county, the EDA will be reimbursed the $680,895 market value of the land through a city and county tax abatement. The City Council is scheduled to hold a public hearing and consider the abatement application on July 1, the county has held a public hearing and plans to consider the abatement application on July 9 with land use review is expected on July 15. Because the proposed financial assistance exceeds $150,000, a Business Subsidy Agreement is required by state statute. The Business Subsidy Agreement will require the applicant to create a minimum of 8 jobs and retain their existing 24 jobs. They will need to retain the jobs for a minimum of one year. All of the jobs must pay wages greater than $12.19 per hour. Preferred Powder stated that they intend to pay an average wage of$15 per hour. FINANCIAL IMPACT In accordance with the city's Tax Abatement Policy, Ehlers and Associates, Inc. completed a but for analysis and financial projection for the tax abatement project. They concluded that at an estimated market value of$4,100,000, the project will generate enough abatement revenue to repay the EDA within 10.5 years at POIVERER Rr NAME 4%interest and in 8 years at no interest. There is no minimum assessment agreement establishing a minimum market value to guarantee repayment in the 8-year term. The interest rate charged is at the discretion of the Council,but capped at 4%. Ehlers compared the project with and without abatement. Without abatement, the return on equity would be -1.88%,or not sustainable. They recommend an abatement amount in the amount of$680,895 to buy down the land which would give them an 11.55%return on equity which is considered acceptable. The resulting gap between this recommendation and the original request is $472,983. At the request of the applicant, staff has retained Springsted for a second opinion on the amount of necessary tax abatement. Unfortunately, the final analysis is not expected before the June 17 EDA meeting . Staff's recommendation is based on the Ehlers findings. Should Springsted's findings differ significantly from Ehlers, the item could be brought back to the EDA in a special meeting. However,independent of the second opinion, the EDA may consider additional assistance,by policy as outlined in the Tax Abatement Policy, Section V. Project Qualifications: V. The City will consider the use of Tax Abatement assistance for projects that may not meet the but for and job creation criteria, but rather would be considered as a "location incentive': These projects may result in other public benefits such as a significant tax base increase, the creation of higher payingjobs(at least twice the minimum hourly rate stated in the Ciy's Business Subsidy Policy), and is likely to assist in the marketing and attraction of additional desired developments. e. The project shall comply with all provisions set forth in the Minnesota Tax Abatement Law, State Statues 469.1812 to 469.1815, as amended. f The project must be consistent with the Ciy s Comprehensive Plan,Land Use Plan, and Zoning Ordinances. g. The project shall serve at least two of the following public purposes: • Job creation or job retention. • Significantly increase the tax base. • Enhancement or diversification of the city's economic base. • Development or redevelopment that will spur additional private investment in the area. • Fulfillment of defined city objectives, such as those identified in the Economic Development Strategic Plan or the City's Comprehensive Plan, among others. • Removal of blight or the rehabilitation of a high profile or priority site." The items in bold are deemed to be met. Staff can support tax abatement for the larger amount for a number of reasons,including: 1) Without support,the project will not go forward,based on statements of the applicant. 2) Tax abatement is administered as a Pay As You Go. 3) Upon construction, there will be a large,industrial building in the new development. 4) As the first such project,Preferred Powder should generate interest,momentum, and additional investment toward the eventual build out of the area. 5) Changes to the economy and banking rules have limited the ease at which a property owner can obtain private financing. N:\Departments\Community Development\Economic Development\EDA to move\Agenda\Year2013\6-17-2013\Action Requested-EDA 6-17- 13 Preferred Powder.docx If approved, this will add an additional 5-6 years at no interest, and exceed the statutory maximum of 20 years at 4%interest. The construction project will cost an estimated$6,822,696. Public financing will include: • Elk River Tax Abatement (land purchase) $340,448 (requested) • Sherburne County Tax Abatement (land purchase) $340,448 (requested) • EDA Microloan (equipment) $100,000 • EDA Forgivable Loan (construction) $200,000 • Gap requested abatement(city) $236,491.50 • Gap requested abatement (county) $236,491.50 Total public financing $1,453,879 (21% of project cost) If the EDA recommends approval, the City Council will hold a public hearing on July 1 and consider the abatement application. Pending approvals, staff expects to close on the abatement and all other city financing and the land sale in late July. Preferred Powder plans to begin construction in August. ATTACHMENTS • EDA Tax Abatement Policy and Guidelines • Tax Abatement Application and Review Worksheet • Ehlers memo dated June 13, 2013 N:\Departments\Community Development\Economic Development\EDA to move\Agenda\Year2013\6-17-2013\Action Requested-EDA 6-17- 13 Preferred Powder.docx City of Rive7 Tax Abatement Policy & Application Amended: May 2006 Amended:August 2002 Adopted: April 10,2000 City of Elk River Economic Development Division 13065 Orono Parkway Elk River,MN 55330 763.635.1040 Table of Contents I. Policy Purpose 3 II. Difference Between Tax Abatement & Tax Increment Financing 3 III. Objectives of Tax Abatement 3 IV. Policies for the Use of Tax Abatement 4 V. Project Qualifications 5 VI. Subsidy Agreement & Reporting Requirements 6 VII. Application Process for Tax Abatement 7 City of Elk River 7 Application to Other Jurisdictions 7 VIII. Application for Tax Abatement 8 Applicant Information 8 Project Information 9 Public Purpose 9 Sources &Uses 10 Additional Documentation and Checklist 11 IX. Sample But-For Analysis 12 X. Application Review Worksheet 13 XI. City of Elk River Business Subsidy Policy 15 City of Elk River Tax Abatement Policy Amended May 2006 -2- I. POLICY PURPOSE For the purposes of this document, the term `CCity"shall include the Elk River City Council,Economic Development Authority, and Housing and Redevelopment Authority. The purpose of this policy is to establish the City of Elk River's position relating to the use of Tax Abatement for private development above and beyond the requirements and limitations set forth by State Law.This policy shall be used as a guide in the processing and review of applications requesting Tax Abatement assistance.The fundamental purpose of providing Tax Abatement in Elk River is to encourage desirable development or redevelopment that would not otherwise occur but for the assistance provided through the Tax Abatement. The City of Elk River is granted the power to utilize Tax Abatement by Minnesota Statutes,Sections 469.1812 to 469.1815 (the"Minnesota Tax Abatement Act"),as amended. It is the intent of the City to provide the minimum amount of Tax Abatement,as well as other incentives,at the shortest term required for the project to proceed. Preference is given to projects in which the total amount of Tax Abatement request includes participation from the county. The City reserves the right to approve or reject projects on a case by case basis,taking into consideration established policies, project criteria,and demand on city services in relation to the potential benefits from the project. Meeting policy criteria does not guarantee the award of Tax Abatement to the project.Approval or denial of one project is not intended to set precedent for approval or denial of another project. II. DIFFERENCE BETWEEN TAX ABATEMENT AND TAX INCREMENT FINANCING The primary difference between Tax Abatement and Tax Increment Financing(TIF) is the way in which the dollars are awarded to the project. When TIF is awarded to a project by the city, the other taxing jurisdictions (the school district and the county) are required to contribute their portion of the increased taxes to the project. Conversely, when Tax Abatement is requested,each political subdivision has the option of granting its portion of the increased taxes to the project. Subsequently,the dollars generated for the project with Tax Abatement are generally less than the dollars generated with TIF. III. OBJECTIVES OF TAX ABATEMENT As a matter of adopted policy,the City will consider using Tax Abatement to assist private development projects to achieve one or more of the following objectives: • To retain local jobs and/or increase the number and diversity of jobs that offer stable employment and/or attractive wages and benefits as defined in the City's Business Subsidy Policy. • To enhance and diversify the City of Elk River's economic base. • To encourage additional unsubsidized private development in the area,either directly or indirectly through"spin off" development. City of Elk River Tax Abatement Policy Amended May 2006 -3- • To facilitate the development process and to achieve development on sites which would not be developed without Tax Abatement assistance. • To remove blight and/or encourage redevelopment of commercial and industrial areas in the city that result in high quality redevelopment and private reinvestment. • To offset increased costs of redevelopment (i.e. contaminated site clean up) over and above the costs normally incurred in development. • To create opportunities for affordable housing. • To contribute to the implementation of other public policies,as adopted by the city from time to time,such as the promotion of quality urban or architectural design,energy conservation,and decreasing capital and/or operating costs of local government. • To significantly increase the City of Elk River's tax base. IV. POLICIES FOR THE USE OF TAX ABATEMENT a. Tax Abatement assistance will be provided to the developer upon receipt of taxes by the City,otherwise referred to as the pay-acyougo method. Requests for up front financing will be considered on a case-by-case basis. b. Any developer receiving Tax Abatement assistance shall provide a minimum of ten percent (10%) owner cash equity investment in the project. c. Tax Abatement will not be used in circumstances where land and/or property price is in excess of fair market value. d. Developer shall be able to demonstrate a market demand for a proposed project. e. Tax Abatement will not be utilized in cases where it would create an unfair and significant competitive financial advantage over other projects in the area. f. Tax Abatement shall not be used for projects that would place extraordinary demands on city services or for projects that would generate significant environmental impacts. g. The developer must provide adequate financial guarantees to ensure completion of the project,including,but not limited to:minimum assessment agreements,letters of credit,personal guaranties,and etcetera. h. The developer shall adequately demonstrate, to the City's sole satisfaction,an ability to complete the proposed project based on past development City of Elk River Tax Abatement Policy Amended May 2006 - 4- experience,general reputation,and credit history,among other factors, including the size and scope of the proposed project. i. For the purposes of underwriting the proposal,the developer shall provide any requested market, financial,environmental,construction plans or other data requested by the City or its consultants. j. Tax Abatement proposals shall not be used to support speculative office projects. Speculative projects are defined as those projects which have pre- leasing agreements or letters of intent for less than 50%of the available space. In addition,leasable office projects must meet the following guidelines: 1. Evidence of the 50% occupancy must be reported to the Director of Economic Development six months following an issued Certificate of Occupancy. 2. Of the occupants certified at the six month period, 50% of the jobs must be considered"new"jobs to the City of Elk River,meaning jobs not located in the City at any time prior to occupying space in the project. 3. 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. Evidence may include documentation that the company will have to close involuntarily,or the company has received an attractive offer to move to another state or community. k. All Tax Abatement proposals shall optimize the private development potential of a site. V. PROJECT QUALIFICATIONS All Tax Abatement projects considered by the City of Elk River must meet each of the following requirements: a. The project shall meet at least one of the objectives set forth in Section III of this document. b. The use of Tax Abatement will be limited to: • Industrial development,expansion,redevelopment,or rehabilitation;or • Commercial redevelopment or rehabilitation;or • Research and development facilities that satisfy Business Park zoning requirements;or • Office facilities with a minimum new construction of 25,000 square feet;or City of Elk River Tax Abatement Policy Amended May 2006 - 5- • Residential development and redevelopment may be eligible for Tax Abatement under a separate set of policies and only with the recommendation of the HRA. c. The developer shall demonstrate that the project is not financially feasible but for the use of Tax Abatement. Evaluation of the project's financial feasibility without Tax Abatement shall be provided by the City's financial advisor on all requests of over$25,000 total public investment. d. The City will consider the use of Tax Abatement assistance for projects that may not meet the but for and job creation criteria,but rather would be considered as a"location incentive". These projects may result in other public benefits such as a significant tax base increase,the creation of higher paying jobs (at least twice the minimum hourly rate stated in the City's Business Subsidy Policy),and is likely to assist in the marketing and attraction of additional desired developments. e. The project shall comply with all provisions set forth in the Minnesota Tax Abatement Law,State Statues 469.1812 to 469.1815,as amended. f. The project must be consistent with the City's Comprehensive Plan,Land Use Plan,and Zoning Ordinances. g. The project shall serve at least two of the following public purposes: • Job creation or job retention. • Significantly increase the tax base. • Enhancement or diversification of the city's economic base. • Development or redevelopment that will spur additional private investment in the area. • Fulfillment of defined city objectives, such as those identified in the Economic Development Strategic Plan or the City's Comprehensive Plan,among others. • Removal of blight or the rehabilitation of a high profile or priority site. VI. SUBSIDY AGREEMENT & REPORTING REQUIRMENTS All developers/businesses receiving Tax Abatement assistance from the City of Elk River shall be subject to the provisions and requirements set forth by the City's Business Subsidy Policy as amended and attached as Section XI of this document, and Minnesota State Statute 116J.993 (the"Minnesota Business Subsidy Law"). City of Elk River Tax Abatement Policy Amended May 2006 -6- VII. APPLICATION PROCESS FOR TAX ABATEMENT A. CITY OF ELK RIVER 1. Applicant submits the completed application along with a non- refundable$5,000 application deposit. The application deposit will be used toward the cost of services provided in the evaluation of financial feasibility and preparation of legal documents and agreements. Projects that demand professional services in excess of the initial deposit shall be required to reimburse the City for the additional expenses. 2. City staff reviews the application and completes the Application Review Worksheet. 3. Results of the Worksheet are submitted to the appropriate governing authorities (EDA or HRA) for recommendation to the City Council of approval or denial of the request. 4. If preliminary approval is granted,all necessary notices,resolutions and agreements are prepared by City staff and/or consultants. 5. Public hearing(s) on the proposed request are held. 6. The City Council grants final approval or denial of the request. B. APPLICATIONS TO OTHER JURISDICTIONS It is recommended that applicants intending to seek Tax Abatement from Sherburne County and/or School District 728 make their applications to those bodies concurrent with their application to the City of Elk River. For more information on applying for Tax Abatement through Sherburne County and/or School District 728,contact: Sherburne County Administrator 763-241-2701 School District 728 Superintendent 763-241-3400 City of Elk River Tax Abatement Policy Amended May 2006 - 7- VIII. APPLICATION FOR TAX ABATEMENT A. APPLICANT INFORMATION Name of Corporation/Partnership Address Primary Contact Address Phone Fax Email Brief description of the corporation/partnership's business,including history,principal product or service: Brief description of the proposed project: Attorney Name Address Phone Fax Email Accountant Name Address Phone Fax Email Contractor Name Address Phone Fax Email Engineer Name Address Phone Fax Email Architect Name Address Phone Fax Email City of Elk River Tax Abatement Policy Amended May 2006 - 8- B. PROJECT INFORMATION 1. The project will be: Industrial: New Construction Expansion Redevelopment/ Rehab. Office/research facility that conforms to Business Park zoning standards Commercial Redevelopment/Rehabilitation Other 2. In addition to the City of Elk River,applicant is requesting Tax Abatement from: Sherburne County School District 728 3. The project will be:_Owner Occupied Leased Space 4. Project Address Parcel Identification Number(s) 5. Site Plan and Construction Plans Attached: Yes No 6. Total Amount of Tax Abatement Requested: $ over years. City Portion: Annual$ Total$ County Portion: Annual$ Total$ ISD 728 Portion: Annual$ Total$ 7. Current Real Estate Taxes on Project Site: $ Estimated Real Estate Taxes upon Completion: Phase I $ Phase II $ 8. Construction Start Date: Construction Completion Date: If Phased Project: Year % Completed Year % Completed C. PUBLIC PURPOSE It is the policy of the City of Elk River that the use of Tax Abatement should result in a benefit to the public. Please indicate how this project will serve a public purpose. Job Creation/Retention Number of existing jobs Number of jobs created by project Average hourly wage of jobs created/retained New industrial development which will result in additional private investment in the area. _Enhancement and/or diversification of the City of Elk River's economic base. The project contributes to the fulfillment of the City's Economic Development Strategic Plan. Removal of blight. _Rehabilitation of a high profile or priority site. Significantly increase the City's tax base. City of Elk River Tax Abatement Policy Amended May 2006 -9- D. SOURCES & USES SOURCES NAME AMOUNT Bank Loan $ Other Private Funds $ Owner Cash Equity $ Fed Grant/Loan $ State Grant/Loan $ EDA Micro Loan $ Tax Abatement $ ID Bonds $ TOTAL $ USES AMOUNT Land Acquisition $ Site Development $ Construction $ Machinery&Equipment $ Architectural&Engineering Fees $ Legal Fees $ Interest During Construction $ Debt Service Reserve $ Contingencies $ TOTAL $ City of Elk River Tax Abatement Policy Amended May 2006 - 10- E. ADDITIONAL DOCUMENTATION AND CHECKLIST Applicants will also be required to provide the following documentation: A) Written business plan,including a description of the business, ownership/management,date established,products and services,and future plans B) Financial Statements for Past Two Years Profit&Loss Statement Balance Sheet C) Current Financial Statements Profit&Loss Statement to Date Balance Sheet to Date D) Two Year Financial Projections E) Personal Financial Statements of all Major Shareholders Profit&Loss Current Tax Return F) Letter of Commitment from Applicant Pledging to Complete During the Proposed Project Duration G) Letter of Commitment from the Other Sources of Financing, Stating Terms and Conditions of their Participation in the Project H) Non-refundable application deposit of$5,000 I) Construction Plans and Itemized Project Construction Statement J) Attach the following documentation as Exhibits Exhibit A—Corporation/Partnership Description Exhibit B—Description of Project Exhibit C—List of Shareholders/Partners Exhibit D—But-For Analysis Exhibit E—List of Prospective Lessees Exhibit F—Legal Description and PID Number(s) Note:All Major shareholders will be required to sign personal guarantees and a minimum assessment agreement if up front financing of the project is required. The undersigned certifies that all information provided in this application is true and correct to the best of the undersigned's knowledge. The undersigned authorizes the City of Elk River to check credit references,verify financial and other information, and share this information with other political subdivisions as needed. The undersigned also agrees to provide any additional information as may be requested by the City after the filing of this application. Applicant Name Date City of Elk River Tax Abatement Policy Amended May 2006 - 11- IX. SAMPLE BUT-FOR ANALYSIS WITH NO WITH TAX ABATEMENT TAX ABATEMENT SOURCES AND USES SOURCES AND USES SOURCES SOURCES Mortgage 9,600,000 8,667,000 Equity 2,400,000 2,400,00 Tax Abatement 0 933,000 TOTAL SOURCES 12,000,000 12,000,000 USES USES Land 1,500,000 1,500,000 Site Work 300,000 300,000 Soil Correction 468,000 468,000 Demolition 100,000 100,000 Relocation 65,000 65,000 Subtotal Land Costs 2,433,000 2,433,000 Construction 6,750,000 6,750,000 Finish Manufacturing 250,000 250,000 Subtotal Construction Costs 7,000,000 7,000,000 Soft Costs 350,000 350,000 Taxes 35,000 35,000 Finance Fees 850,000 850,000 Project Manager 542,000 542,000 Developer Fee 540,000 540,000 Contingency 250,000 250,000 Subtotal Soft Costs 2,567,000 2,567,000 TOTAL USES 12,000,000 12,000,000 Income Statement Income Statement Sq. Ft. Per Sq. Ft. Sq. Ft. Per Sq. Ft. Rent-Space 1 100,000 $8.00 800,000 100,000 $8.00 800,000 Rent-Space 2 25,000 $8.50 212,500 25,000 $8.50 212,500 Rent-Space 3 25,000 $9.00 225,000 25,000 $9.00 225,000 Other 0 $0.00 0 0 $0.00 0 1,237,500 1,237,500 Mortgage 20 Term 1,051,646 20 Term 949,439 9.00% Interest 9.00% Interest 9,600,000 Principal 8,667,000 Principal Net Income 185,854 288,061 Total Return on Equity 7.74% 12.00% City of Elk River Tax Abatement Policy Amended May 2006 - 12- X. TAX ABATEMENT APPLICATION REVIEW WORKSHEET TO BE COMPLETED BY CITY STAFF 1. The project meets the criteria set forth in Section V of the Tax Abatement policy. a) Meets at least one of the objectives in Section III. b) Demonstrates need for Tax Abatement with the but for analysis. c) Consistent with all city plans and ordinances. d) Serves at least two public purposes as defined in Section V(g). 2. Ratio of Private to All Public Investment in Project: Points: $ Private Investment 5:1 5 $ Public Investment 4:1 4 Ratio Private: Public Financing 3:1 3 2:1 2 Less than 2:1 1 3.Job Creation in the City of Elk River: Points: Number of new jobs as a result of the project. 25+ 5 Number of existing/retained jobs 20+ 4 Total 15+ 3 10+ 2 Less than 10 1 4. Ratio of Public Investment to Job Creation: Points: $ Public Investment $8,000 or less 5 Number of new jobs created/retained $10,000 or less 4 $ of Public Investment per new job $12,000 or less 3 $15,000 or less 2 Over$15,000 1 5.Wage Level of new jobs created/retained Points: Minimum hourly wage Over$21/ hour 5 of jobs created/retained: $18-21 / hour 4 $14-17 / hour 3 $10-13 / hour 2 Under$10 / hour 1 6. Project size: Points: The project will result in the construction 40,000+ 5 of square feet 30,000+ 4 20,000+ 3 10,000+ 2 10,000 or less 1 City of Elk River Tax Abatement Policy Amended May 2006 - 13- 7. Market Value/Tax Base Generation: Points: The project will result in a per square foot Industrial Commercial estimated market value(land and building) $80/sf+ $110/sf+ 5 of $70/sf+ $100/sf+ 4 $60/sf+ $90/sf+ 3 $50/sf+ $80/sf+ 2 $40/sf+ $70/sf+ 1 8.Type of Project: Points: 100% Owner Occupied 5 Mix Owner Occupied&Investment 4 Investment Property 3 9. Use: Points: Industrial or Business Park Project 5 Commercial Rehabilitation/Redevelopment 4 10. Likelihood that the project will result in Points: unsubsidized, spin-off development. High 5 Moderate 3 Low 1 Sub -Total Points: of a possible 45 points. 11. Bonus Points Bonus Points: The project will be 100%Pay-asyougo Tax Abatement 3 points The project contributes to the goals of Energy City. 2 points • Product promotes sensible use of energy, OR • Project utilises significant energy efficient design&/or materials in construction. Total Points: Overall project desirability: High 45-38 points Moderate 37-29 points Low 28-20 points Not Eligible 19-0 points • City of Elk River Tax Abatement Policy Amended May 2006 - 14- Preferred Powder Coating I About Preferred Powder Coating I Rogers, Minnesota Page 1 of 2 1=A() RFQ1JEST A OE.()Tl 17----- REFERRED 0 W DER • COATI N G Call us at (763)428-4990 rt _ t ,,,----;,....,i,iibttt,. •i .,..,1,1 t ,114 .. ! , t,„.1 , I _ .., ,7, : :::„,, , , ,--t!:,...,,,,, _,:t„ ,.,, - , it:,:, git ,:,..,,,i ,: - tIcs: , ,,,:,:,..,,, ,,t1,14, 1. ,;.,..-,,,,,4., 1 1. ,.. , e4--"` :,,,,,7,-,: II:L.1, .,...-t,,, f,',,,,- ,„.4.,,4 ' ,,,,.= -f-- 1° .. ,-:,--4. ? ' 4;, ':1, ,. " a ,, f � s4 ." 3 d °mo t 'jy��' A;t , 41 I' , � �y t ,, REQUESTA O E r , 9 ._ 'A Rr fd ..1,4„.R"{' ✓L } , 4 P } 'I C y ".: N 9 �e �; c nm�° ,..#:,.; ' t` Y Let us quote a Job for you now 6 If ; ) 3vzr S'#I ', # Y '"r TtNOtf» is NOME ABOUT US I r POWDER COATING I INDUSTRIES SERVED 5113N&GRAPHICS GALLERY N `^^CONTACT US „F^ • About Us • ..fission About Preferred Powder Coating • Quality& Performance • Our Facility All employees of Preferred Powder Coating share the common goal of • Employment providing top-notch customer service that is second to none.This commitment • Links is something we take very seriously. Just one of the things that sets Preferred apart is the personal attention each client receives from our stag,no matter the size of the job.Preferred does not compromise quality for any reason.We take the time necessary to perform work to meet—and exceed-our customers'expectations. 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HOME ABOUT US POWDER COATING INDUSTRIES SFRVE:0 1 SIGN&GRAPt4ICS 1 GALLERY CONTACT US • Powder Comma Specialists in Powder Coating • Pre treatment • Phosphate Free How the process works • Service&Capabilities When we powder coat metal,we electrostatically apply a dry coating of • 'Iexlures&1'hushes pigment to a product,then cure it under heat to allow the pigment to spread and form an even-coated finish. Unlike conventional liquid paint,powder coating does not require toxic solvent to keep the pigment in a liquid suspension form.thereby eliminating the need for using,storing,and disposing of harmful chemicals. In addition.powder coating creates a more durable finish that is tougher and lasts longer than conventional paint.Preferred Powder Coating focuses on quality and customer service during the entire powder coating process. Our work features: • Cost-effective finish-With assistance in product development to deliver the best finishing process for your budget.Conveyor line with auto guns or Batch systems available to meet most production needs, • Full service-From pre-treatment and wash,to application,light assembly in-house silk screen inspection,anti-skid applications, packaging,logistics,and documentation. • Quality control-Preferred provides fiill-scale documentation tailored to your exact quality control standards. • Quick turnaround-From prototypes to production runs,our large-scale production area enables us to turn around your project quickly. • Short-term storage-Our warehouse allows us to easily receive,store, track and ship your products. • Expansive capabilities-Preferred is able to handle high-or low-volume production for customers. QUICK FIND---•-- INDUSTRIES SERVED PREFERRED POWDER COATING f I O M E GALLERY Preferred rowaer caali„� • Die/Foundry Castings erer ned Poe Weber Co Ung Ali()tf'I`US CON l'AC 1't IS • Medical Rogers,MN 55374 POWl.)tiR CRATING i.1(IS • OEM Products 'yT Phone:763-428-4790 ?-.______, • Recreational Pax: 761428-8237 INDUS'l RIES SI I F MAP I)IRI.S.:;I 1.0!\.".S• Sheet Metal Job Shops 6,G,ru`nrcre„vluoe a,•r.rn,o SF:I2Vin) http://preferredpowder.com/powder coating/ 5/27/2013 Preferred Powder Coating I Mission Statement and Values I Rogers, Minnesota Page 1 of 2 FAO R1-QUEST A QUOTE PREFERRED POW DER • COATI N G r ` ill 3 , . . ,< . ,,, t X Y is 'at A.{ :7 F r.$'` �' 7 'rte � � t .. � l k SS tt y { 1 vi �€ �, 1 ;-: � �� ,;r '. say i i s � � ,� ,a # t - REQUEST A QUO it p � y e� � ' �+�, �� 1 `� � '� Let us quote a�ob tor you now 7 6 �, . -s. f o c� A � '.• o1KJF£ W„ HOME ABOUT US POWDER COATING INDUSTRIES SERVED I SIGN&GRAPHICS ; GALLERY ( CONm'AC'1 US • About Us • Mission Mission Statement and Values • Quality&Performance • Our l aciiit.' Mission statement • Employment Preferred Powder Coating is committed to providing cost-competitive work by • kinks using state-of-the-art equipment with an emphasis on customer service. Preferred Powder Coating is a"green"company dedicated to the development and utilization of ISO fundamentals grounded in our core values. Vision statement Preferred strives to become a respected local,regional and national resource in the metal powder coating industry.We will endeavor to preserve our natural environment while providing high-quality,cost-effective services for our customers.Our employees will stay current with the latest methods and be encouraged to develop their skills and creativity. Preferred's top-caliber customer service will be the foundation on which will continue to build and expand our business. Our values Several key values serve as a foundation for all that we do at Preferred Powder Coating. Environmental preservation and conservation-Our work is done in an environmentally sensitive manner.Powder coating.unlike liquid coatings,do not produce hazardous solid waste or hazardous air pollutants. Employee safety-The safety and health of our employees is critically important.We aim to have a healthy.safe workplace by providing necessary training,well-maintained equipment,and employee accountability on the job. Teamwork-Each employee is entitled to respect for their talents and is appreciated as a critical part of the Preferred team. Being accountable-All employees will take responsibility for errors and team from their mistakes.Important information gathered from errors will be input into past master files to ensure there will not be repeatable mistakes. Positive attitude—Negativity is not welcome in our workplace.Employees should maintain a positive attitude in all interactions with fellow employees and our customers. Valuing education—Our company supports employees who choose to pursue new educational opportunities.Additional training benefits the entire company and leads to a more productive workplace. http://preferredpowder.com/about_us/missionl 5/27/2013 Preferred Powder Coating I Mission Statement and Values i Rogers, Minnesota Page 2 of 2 Being innovative-Employees are encouraged to think of new and innovative ways to improve service,cost and quality for our customers. Taking initiative—Our employees can feel empowered to be self-motivated and strive to achieve goals in their professional and personal lives. Valuing relationships-Maintaining relationships with our customers is a critically important part of our business.They must be built with a sense of mutual respect and courtesy,with a focus on the needs of the customer. Honesty—Preferred employees will conduct themselves in an honest and trustworthy manner with all clients and fellow employees. QUICK FIND—'-- INDUSTRIES SERVED • PREFERRED POWDER COATING tiOt9E GALLERY • Die/Foundry Castings Preferred Powder Coaling 13251 George Weber Drive ABOUT US CONTACT US • Medical Rogers,MN 55374 • OEM Products �`' POWDER COATING I^,�()5 Phone;743-428-4990 • Recreational Fax: 763420-8237 1.}1KI��C��,l.�(,?'!5 INDUSTRIES SITE MAI' • Sheet Metal Job Shops 111�giiq'Cfel';4'461nKdC1'.rnOi SERVED INVENTORS SITE CORNER CREDITS • • http://preferredpowder.com/about_us/mission/ 5/27/2013 Preferred Powder Coating I Industries Served I Rogers. Minnesota Page 1 of I IAt? RI.Qi)LiS'f A QUO"'E • PREFERRED POWDER - COATING Call us at (763)428-4990 x 1 1 3 ,f 4 { Y i _ -, 1 Y 1 AEQUE`STA��.. �1� s ', Let us quote a jc'b iwY°11 now 6 S, j yI'4iD7 t r' ; ' rt w _�' QUOTE MC71�1e HOME I ABOUT US I POWDER COA'nNG I INDUSTRIES SERVED I 51GN&.RAPPIlCS GALLERY ;)N7R(:T lIs • Industries Served Premium powder coating Preferred Powder Coating works with a variety of industries that require premium powder services for their quality products.The use of our high- quality facility helps their products stand out from the crowd.We specialize in the following: • Aeronautics • Air Purification • Agriculture • Athletic equipment • ATV • Automotive • Computer • Construction • Die casting • Foundry castings • Hangars and shelving • Hardware • Medical Equipment • OEM • Point-of-purchase displays • Recreational • Retail • Sheet metal • Wire products QUICK FIND---- INDUSTRIES SERVED PREFERRED POWDER COA`FING I lt)A'1f; (IAl 1 FRY rreren,vl Powder• Die/Foundry Castings ak AI ()tI r 11;..4 (.i7NT':�t;'1'iJS 13251 GeotgeweberUrive • Medical Clingers,MN 55374 ' Po Dl It CDA'I'I1ACi \tom • OEM Products • Recreational Fa,: 743-428-19% 3Fa, 7(3.42&$237 INi)t)S I RIPS It,F lt'Irr,ratn„6rt.fottt l)I1dI'.c I It 1� SI ItVI a) SI 11•AlAl' • Sheet Metal Job Shops INVI.N'lORS SITE t:'()RNI,It CREDII:S 5/27/2013 http://preferredpowder.com/industries_served/ 11 March 2013 Elk River Economic Development Authority Suzanne Fischer, EDA Executive Director 13065 Orono Parkway Elk River, MN 55330 RE: Letter of Commitment for Elk River Forgivable Loan Application Dear Ms. Fischer, This letter is my official pledge of commitment to complete my approximately 70,000 square foot building for Preferred Powder Coating no later than November 2013. I am hoping to break ground on this project in August of 2013. If you have any questions or need additional information, please do not hesitate to contact Annie Deckert, Decklan Group, at 612-564-0795. I appreciate your time. Respectfully, L(I) Dan Bosshart Vice President of Operations, Preferred Powder Coating, LLC. Business Filing Details Page 1 of 1 Home(/) Search(/Business/Search) Filings(/Business/Filings) Search » Business Filings « Back to Search Results Business Record Details » File Amendment or Renewal (/Business/Amendments?filingGuid=b9f3793f-94d4-e011- a886-001 ec94ffe7f) Order Copies • • Order a Certificate(/Business/Certificates?businessMasterGuid=b9f3793f-94d4-e011- a886-001 ec94ffe7f&route=filing&productld=063dd338-fad3-e011-a886- 001 ec94ffe7f&originalFilingGuid=197c2c30-4fd5-e011-a886-001ec94ffe7f) Minnesota Business Name I PREFERRED POWDER COATING LLC Business Type MN Statute Limited Liability Company(Domestic) 322B File Number Home Jurisdiction 3398194-4 Minnesota Filing Date Status 06/30/2009 Active/In Good Standing Renewal Due Date: Registered Office Address 12/31/2013 1369 Mississippi Str New Brighton MN 55112 USA Registered Agent(s) Manager Lloyd Peterson Dan Bosshart 13251 George Weber Drive Rogers MN 55374 USA • Principal Executive Office Address 13251 George Weber Drive Rogers MN 55374 USA Filing History 1' Renewal History http://mblsportal.sos.state.mn.us/Business/SearchDetails?filingGuid=b9f3793f-94d4-e011-a... 3/4/2013 ENGINEER'S ESTIMATE-ALTERNATIVE NO.1 PREFERRED POWDER COATING CITY OF ELK RIVER TOTAL TOTAL ITEM SPEC. UNIT ESTIMATED ESTIMATED NO. REF. DESCRIPTION UNIT COST QUANTITY COST 1 2021.501 MOBILIZATION LUMP SUM $15,000.00 1 $15,000 2 2104.501 REMOVE CURB LIN FT $3.00 156 $468 3 2104.604 SALVAGE CONCRETE PAVEMENT SQ YD $50.00 44 $2,200 4 2105.501 COMMON EXCAVATION(EV)(P) CU YD $5.00 16,727 $83,635 5 2105.505 MUCK EXCAVATION CU YD $6.00 2,013 $12,078 6 2105.521 GRANULAR BORROW(LV) CU YD $9.00 8,962 $80,658 7 2211.501 AGGREGATE BASE CLASS 5 TON $12.50 3,590 $44,875 8 2357.502 BITUMINOUS MATERIAL FOR TACK COAT GALLONS $3.00 524 $1,572 9 2360.501 TYPE SP 9.5 WEARING COURSE MIXTURE(2,B) TON $68.00 1,171 $79,628 10 2360.501 TYPE SP 12.5 NON WEARING COURSE MIXTURE(2,5) TON $65.00 1,489 $96,785 11 2411.507 CONCRETE FLUME EACH $400.00 2 $800 12 2411.618 MODULAR BLOCK RETAINING WALL SQ FT $20.00 4,130 $82,600 13 2531.501 CONCRETE CURB&GUTTER DESIGN B612 LIN FT $11.00 2,366 $26,026 14 2531.507 6"CONCRETE DRIVEWAY PAVEMENT SO FT $4.00 1,000 $4,000 15 2531.604 7"CONCRETE VALLEY GUTTER SQ YD $40.00 64 $2,560 16 2563.601 TRAFFIC CONTROL LUMP SUM $500.00 1 $500 17 2571.501 INFILTRATION POND PLANTINGS LUMP SUM $20,000.00 1 $20,000 18 2573.502 SILT FENCE,TYPE MACHINE SLICED LIN FT $3.00 3,407 $10,221 19 2573.530 STORM DRAIN INLET PROTECTION EACH $500.00 1 $500 20 2573.602 TEMPORARY ROCK CONSTRUCTION ENTRANCE EACH $1,000.00 1 $1,000 21 _ 2575.502 WETLAND SEED MIX WITH COVER CROP ACRE $5,000.00 1.2 $6,000 22 2575.505 SODDING TYPE LAWN SQ YD $3.50 3,510 $12,285 23 2575.532 FERTILIZER TYPE 1 POUND $1.00 220 $220 24 2582.502 4"SOLID LINE YELLOW-PAINT LIN FT $0.50 2,100 $1,050 25 2501.515 24"RC PIPE APRON EACH $750.00 1 $750 26 2503.541 15"RC PIPE SEWER DESIGN 3006 CL V LIN FT $28.00 116 $3,248 27 2503.541 24"RC PIPE SEWER DESIGN 3006 CL III LIN FT $48.00 22 $1,056 28 2503.602 CONNECT TO EXISTING STORM SEWER EACH $500.00 1 $500 29 2506.502 CONSTRUCT DRAINAGE STRUCTURE DESIGN SPECIAL 1 EACH $1,000.00 1 $1,000 30 2506.502 CONSTRUCT DRAINAGE STRUCTURE DESIGN SPECIAL 2 EACH $1,500.00 2 $3,000 31 _ 2506.502 CONSTRUCT DRAINAGE STRUCTURE DESIGN SPECIAL 3 EACH $2,000.00 1 $2,000 32 2506.502 CONSTRUCT DRAINAGE STRUCTURE DESIGN 48-4020 EACH $1,500.00 1 $1,500 33 2506.516 CASTING ASSEMBLY EACH $500.00 2 $1,000 34 2511.501 RANDOM RIPRAP CLASS II-FIELD STONE CU YD $80.00 35 $2,800 35 2503.602 PIPE PLUG EACH $100.00 1 $100 36 2503.602 6"X6"PVC WYE SDR 26 EACH $200.00 1 $200 37 2503.602 CONNECT TO EXISTING SANITARY SEWER EACH $500.00 1 $500 38 2503.602 6"CLEANOUT ASSEMBLY EACH $750.00 _ 1 $750 39 2503.603 6"PVC SANITARY SERVICE PIPE SDR 26 LIN FT $20.00 80 $1,600 40 2503.608 DUCTILE IRON FITTINGS POUND $3.00 464 $1,392 41 2503.608 6"WATERMAIN DUCTILE IRON CL 52 LIN FT $28.00 442 $12,376 42 2503.608 8"WATERMAIN DUCTILE IRON CL 52 LIN FT $33.00 102 _ $3,366 43 2504.602 6"GATE VALVE AND BOX EACH $1,300.00 1 $1,300 44 2504.602 8"GATE VALVE AND BOX EACH $1,800.00 1 $1,800 45 2504.602 CONNECT TO EXISTING WATERMAIN EACH $500.00 1 $500 46 2504.602 HYDRANT EACH $3,200.00 1 $3,200 47 2504.603 HYDRANT RISER LIN FT $545.00 1 $545 $629,144 S:\PRIVATE\3700\378813768.01\378801Eng Estimate.xls 11 lenome PRFirR0C0 0000r0 COONGSP00,000.00 P000€0 COATIN0-01 / NS. 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A E 1:'I'■ E'„ , ,„.' / ,ii.,2111 ' —- ,- ... .: _ cv tomum itg.r.14,25,11 ig ti ti 4 -LtiLLI, ' II t, ■ 4.,P,L, i.:'—'l' 1,--'-- _ r•Z A77 • g is , .. .. . - , j • .P 0 _._ ..„- 7 ,,... ('') irp .,! .....:■ IITTII -,- tE3 :q En -St El 1 MAW,mg,I 1 ralirgt, 1 E. T •• f.9 7 X 0 I p ',Z I i.11 !-4 PREFERRED > e ,,,t' ,, §r• .-..-,3 1E ' NS 1 .-1 0 1 F'' i POWDER COATING - =va , •ti. "A'i.liki i.;'11 -,-* , ,„.. t.)..) - 6 2 5,c) ; '4 X;. :; Elk River, Minnesota ' , lim .-. Memo Clay Wilfahrt—Assistant Director of Economic Development From; Mark Ruff- Ehlers l x ; June 13, 2013 Subject: Preferred Powder Coating—Tax Abatement Request Preferred Powder Coating is proposing to purchase approximately 10.36 acres of land from the City and construct a new 100,000 square foot manufacturing facility on the site. They have requested $1,153,878 in the form of a land write down ($680,895) and additional assistance ($472,983) through a City/County tax abatement. You have requested that we review the project to determine what level of assistance is appropriate for the project. We have assumed that the City and County would only abate the taxes generated from the construction of the building and not the existing land, as has been the past practice of the City. We prepared tax abatement runs for the project with the following assumptions: 1. The City and County will abate the increased taxes from the new development (new building value only, land value is not abated) for up to a 12 year term. 2. Base value of land is approximately $815,900 per the County Assessor. 3. Value of the land and building after completion is approximately $5 million ($50 per s.f. of building for assessor's market value). 4. No inflation in value assumed over the term of the abatement. Based upon these assumptions, the annual tax abatement generated is as follows: City $41,775 County $45,132 Total $86,907 Based upon this, the total abatement estimated to be generated over the twelve (12) year term is $1,042,083 which is approximately $111,000 less than what the developer has requested, without factoring in interest to the calculations. v M.ehiers-inc.ccm E H L E RS Minnesota phone 651-697-8500 3060 Centre Pointe Drive LEADERS IN PUBLIC FINANCE Offices also in Wisconsin and Illinois fax 651-697-8555 Roseville,MN 55113-1122 toll free 800-552-1171 Clay Wilfahrt Preferred Powder Coating June 12, 2013 Page 2 If the business paid for all proposed development costs, without any tax abatement assistance, the total development costs would be $6,822,695. Based upon the terms of financing for the first mortgage for the building and equipment and repayment of the City's $100,000 micro loan, the developer would not achieve a reasonable return on the equity they are proposing to invest. If the City sells the land to the developer for $1, then the total development costs decrease to $6,141,801. Based upon the same assumptions for financing terms for a lower mortgage, the developer is able to obtain a market return of just under 12%. Based upon our analysis, it would be appropriate to provide the developer with a land write down for the project. In order for the City to repay itself for the investment in the land ($680,895), we have run several options without inflation and up to the statutory maximum a City can charge in interest (4%). Based upon this, following is the payback period of the City's investment and the amount of interest paid to the City: Present Value of Future Value of Years for Land Repayment Abatement in Year Abatement in Final Total Interest Repayment Option of Final Land Year of Land Paid to City ($680,895) Payment Payment 0%Interest 8 $ 695,255 $ 695,255 $ - 1%Interest 8.5 $ 696,002 $ 738,709 $ 42,707 2%Interest 9 $ 691,605 $ 782,162 $ 90,557 3% Interest 9.5 $ 682,594 $ 825,616 $ 143,022 4% Interest 10.E $ 696,561 $ 912,523 $ 215,962 It is at the City's discretion as to how much interest they want to charge, if at all. It should be noted that if the City desires to provide additional assistance to the development above and beyond a land write down, the amount should not exceed the maximum abatement estimated. If the City did provide additional assistance of $1,153,878, the numbers of years required to provide the assistance is as follows at varying interest rates: Repayment Years to Generate Fuil Request Option 0%Interest 13 to 14 1%Interest 14 to 15 2%Interest 16 to 17 3%Interest 1St°19 4%Interest More than Statutory maximum of 2)yea Clay Wilfahrt Preferred Powder Coating June 12, 2013 Page 3 It is important for the City to determine if the additional assistance will be a pay-as-you- go arrangement with the business/developer. If so, the priority of payment between the land write-down back to the City and the business/developer would need to be negotiated. Please contact me at 651-697-8505 with any questions.