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EDSR MEMORANDUM 02-12-1996 ELK RIVER ECONOMIC DEVELOPMENT AUTHORITY i MEMORANDUM TO: Economic Development Authority FROM: William Rubin, Executive Directs\ \11/1,_ DATE: February 12, 1996 (/ SUBJECT: Agenda Memo for February 12, 1996, EDA Meeting 7. District 728 Maintenance Facility At its meeting of June 12, 1995, the Elk River EDA authorized a Contract for Private Development by and between the EDA and Independent School District 728. The Agreement was entered into the 27th day of October, 1995. A copy of the Agreement is included in the agenda packet and more thoroughly outlines the terms and conditions irp of the project. Section 3 of the Agreement addresses the topic of default. District 728 is required to obtain a Certificate of Occupancy on or before March 1, 1996. It is also required to provide a minimum investment of $750,000. While general site development activities occurred last fall, higher than expected construction bids delayed this project. `As a result, it appears as though the District will phase-in this project. For example, the project's first phase will likely contain approximately 12,900 square feet. Construction will begin this spring and should be completed by October. The anticipated investment required for this project is $900,000. A second phase, with an investment of approximately $300,000, will result in the construction of an additional 7,800 square feet. This space may not be constructed for three to five years. As a result of these issues, Dr. Ron Bratlie has agreed to attend the EDA meeting and answer any questions or address any areas of concern. In order that the integrity of the Agreement be retained, it would be in order to move forward with, say, a first amendment which addresses the project's revisions. • P.O. Box 490 • 13065 Orono Parkway • Elk River,MN 55330-1743 • (612) 441-7420 • Fax: (612) 441-7425 Equal Opportunity Housing and Equal Opportunity Employment EDA Agenda Memo Page 2 February 12, 1996 • Action Requested The EDA is asked to authorize the preparation of a first amendment to the Contract for Private Development with Independent School District No. 728. 8. Rich Duggan: Upcoming Marketech Expansion Rich Duggan is the president of Marketech, Inc., 16864 Highway 10. Although the company has only been incorporated since March of 1990, it is about to begin an expansion into its first permanent facility space. This information was first presented to EDA Commissioners and interested parties in the January Prospect Status Report. Previously, Mr. Duggan attended an EDA meeting when another company was pursuing expansion opportunities in Elk River. Mr.Duggan requested a spot on the EDA agenda to present preliminary information. He will likely mention that he has had a difficult time securing a site for this project. A preferred site is currently under option with no clear sense if the option will be exercised or left to expire. Retaining quality companies like Marketech should always be a high priority for any city. In Marketech's short life, it has created numerous jobs and more will be created as a result of this project. The specifics of the expansion will be detailed by Mr. Duggan at Monday's meeting. 9. Business Incubator An opportunity was recently extended to attend an open house and tour of what appears to be a successful business incubator in Columbia Heights, Minnesota. Previously, the Elk River EDA explored the concept of a business incubator in the early 1990's. By definition, an incubator is intended to provide low-cost space for newly-formed or emerging companies. Companies obtain discounted office and production space, and often times, they are able to obtain clerical services, business counseling services, and tooling and machining space in the same facility. As companies complete their R & D phase, they are expected to leave the incubator and relocate into space that is more market rate. Another option, however, is for the company to remain in the incubator, but to begin paying market rate for its space. EDA Agenda Memo Page 3 February 12, 1996 ip The Columbia Heights incubator is actually the brain child of a quasi- public, non-profit group known as the Anoka County Economic Development Partnership. However, it has no ownership interest in the space. Instead, it has collaborated with a Twin Cities investor who is able to bring new or emerging companies to the space from his many business networks. A third component of the Anoka County model is an equity capital fund that was capitalized by county commissioners (i.e. public funds), banks, and an electric utility company. The capital fund is not a loan or a grant program, but rather,the fund allows the county's ED Partnership to take an equity position in new and emerging companies. Because the fund shares the risk, investments are structured so that the fund will share in the profits that may result. With respect to the business incubator, new or emerging companies barter/trade their stock for discounted rent. A small company receives some capitalization from the county's fund which in turn helps the company preserve scarce capital for other purposes. A publicly-owned incubator is not being advocated here. This is better served as a private sector initiative. However, an opportunity exists for the public sector to assist in a collaborative effort to ensure that new jobs are created and existing ones are retained. In the case of the. privately run incubator in Columbia Heights, the following elements help make it successful: • Privately owned space • Distressed space (discounts already offered) • A networked business person • A county-initiated capital fund The Executive Director of the Anoka County ED Partnership has indicated that its capital fund may be used to help new and emerging companies in Sherburne County. This was done because at least one of the fund's initial investors was a lender that has ties to both Anoka and Sherburne County. A future opportunity may be that of a second incubator located somewhere in Sherburne County. This incubator would likely be owned/developed by the Twin Cities investor. In order to help reinforce the notion of the Anoka County business incubator and its respective players, a video presentation will be aired at the EDA meeting. It is a round table discussion that includes a jek moderator, Anoka Partnership's Executive Director, the business MIF investor, and a company that has benefited from an equity investment. EDA Agenda Memo Page 4 February 12, 1996 10. Resignation of Executive Director The resignation will be distributed at the meeting of February 12, 1996. Action Requested The EDA is asked to accept the resignation of William Rubin as its Executive Director. As a follow-up to this item, it is appropriate for the EDA to appoint a replacement, interim or otherwise. The logical appointment is City Administrator Pat Klaers. eda/meetings:agmm