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EDSR MEMORANDUM 12-11-1995 ELK RIVER ECONOMIC DEVELOPMENT AUTHORITY TO: Economic Development Authority FROM: William Rubin, Executive Directs DATE: December 11, 1995 p SUBJECT: Agenda Memo for December 11, 1995 EDA Meeting 6. December Financial Update Please refer to the financial summary prepared by Assistant City Administrator, Lori Johnson. Action Requested The December financial update is an informational item only and no • action is requested. 8. Elk River Arts Council Presentation!Clifford Lundberg) City Administrator,Pat Klaers and the writer of this memo are in receipt of a letter from Mr. Clifford Lundberg, a representative of the Elk River Area Arts Council. He is requesting an audience with the Elk River City Council and its EDA to discuss the results of a space needs study undertaken by way of a grant from Artspace Projects, Inc.. Artspace is a non-profit development corporation that creates space for arts organizations and individual artists. In response to the need for human resources in the Dakotas and Minnesota, Artspace created the Regional Cultural Facility Consulting Program. Its intent is to assist organizations with the technical, procedural, and organizational elements of facility development, renovation, and operation. A report that is included in the agenda packet outlines the work completed through this program for the Elk River Area Arts Council. The Arts Council requested Artspace's assistance in determining the specific nature of arts-related space in a potential civic center. Further, the Council's intention was to complete preliminary design • work that would enable its organization to more accurately 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 communicate their space needs and to reconcile different artistic user's needs - prior to any community wide design determinations. By defining art related space requirements at an early stage, the Council hopes to ensure that proper consideration is given to its needs. Clifford Lundberg will be in attendance to provide the specifics of Artspace's final report to the Elk River Area Arts Council. In his cover letter, Mr. Lundberg suggests that the City Council and the EDA begin to think of creative ways to finance, say, a multi-use auditorium. In addition, Mr. Lundberg requests that the City Council consider revitalizing its Community Center Task Force in order to review the Art Council's proposal as well as any additional space requirements for recreational users. At this writing, it is not known what role, if any, the EDA would play in financing a multi-use auditorium. 9. Contract For Private Development (TIF District No. 13) This item was deleted from the EDA's November 13 agenda. Information found in the following paragraphs is offered as a review. Following a public hearing on June 12,EDA Commissioners approved a request for Tax Increment Financing assistance from Jack T. Mowrey/Neos, Inc. to assist with the construction of a 12,000 square foot precision machining facility in the McChesney Industrial Park. On June 19, the Elk River City Council finalized the request for TIF assistance by also approving the TIF Plan. The TIF assistance is limited to 15 percent of the project's finished market value (for tax purposes). Because this TIF District is structured as a pay-as-you-go district, the developer/company incurs all of the up-front costs including the acquisition costs and site development and site preparation costs. As the new project begins to generate taxes, the EDA/City reimburses them to the developer/company twice a year - in July and in December. As a result,the contract for private development is much more simplified because the city's risk is minimized. Although no construction activities will begin during 1995, all parties agree that it is beneficial to execute a contract for private development under the existing TIF rules and regulations. Execution of a contract also enables the County Auditor to certify the legal description as • being in a TIF District. The Final draft of the contract for private development is included in the agenda packet. The following groups will be party to this agreement: Elk River EDA, Elk River City Council, Breagan Corporation (an entity comprised of Jack T. Mowry and Greg Erlandson - the proposed owners of the 12,000 square foot facility), and Neos, Inc. (the primary tenant in the facility). While Breagan Corporation will own the facility, Neos will be responsible for job creation and wage level goals. These are new statutory requirements for companies obtaining public grants or loans after July 1, 1995. Companies that receive such assistance must create a net increase in jobs in Minnesota within two years of receiving assistance, and, must meet wage level and job creation goals established by the funding agency. Businesses not meeting these conditions must repay the assistance at the terms negotiated by the business and the organization administering the assistance. Each government agency is mandated to annually report wage and job level goals and actual progress toward those goals for each business receiving assistance. Wage level and job creation goals must be documented until the project goals are achieved. • An intregal component of the contract for private development is a Tax Increment Revenue Note. This Note indebts the city to MowreyBreagan/Neos so long as the pay-as-you-go reimbursements are required of this project. Stated another way, the note indebts the city in an amount equal to 15 percent of the project's finished market value. An anticipated range of indebtedness is $56,250 to $67,500. This reflects a finished market value of$375,000 on the low end to $450,000 on the high end: Action Requested The EDA is asked to authorize its president and executive director to execute its potion of a contract for private development with Jack T. Mowry/Breagan'Corporation/Neos, Inc. /O. Modifications to TIF Plan No. 2 and TIP Plan No. 3 At its November 20 meeting, the Elk River City Council scheduled public hearings for December 21 to consider proposed modifications to the above-referenced TIF plans. It is the intention of the City Council ID to decertify both districts by December 31, 1995. TIF District No. 3 is scheduled to be decertified on time according to its TIF plan and in accordance with statutory limits. TIF District No. 2 is scheduled to be decertified one year early as funds in this debt service account are of a sufficient level to justify this action at an earlier anticipated date. EDA Commissioners will recall that they discussed the proposed expenditure of TIF funds from District No. 3 and former District No. 4 at workshops in June and August of this year. At the August workshop, general agreement was obtained to allocate the expenditure of TIF Funds as follows: East Highway 10 Utilities Writedown $400,000 Business Park/Industrial Park Initiatives 400,000 Downtown Redevelopment 150,000 Total $950,000 The EDA did not discuss funds in the District No. 2 account, which totals approximately $80,000. In addition, because District No. 4 has been decertified, funds available in that account would presumably be spent on activities consistent with the goals and objectives outlined in its TIF Plan. 411 The rationale behind the modifications to Plans No. 2 and No. 3 is to reference specific tax increment expenditures that will be used for purposes and activities authorized pursuant to Minnesota Statutes. Failure to modify respective plans before they are decertified will significantly place limitations on how TIF funds from the respective districts can be accessed. With respect to the modifications for TIF Plan No. 3, the following activities/expenditures are proposed: 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 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, rehabilitiation, demolition, and Mississippi Pathway development, etc. 150,000 Infrastructure Improvements Including, but not limited to, certain municipal water and sanitary sewer system improvements, etc. 75,000 Total $625,000 The above-referenced expenditures have been overstated as it is likely that only $550,000 will be available from District No. 3. With respect to the modification to TIF Plan No. 2 the following expenditures are proposed: Business Park and Industrial Park Activities (Same language as above) $50,000 4111 Urban Renewal and Redevelopment Activities (Same language as above) 75,000 Infrastructure and Improvements (Same language as above) 50,000 Total $175,000 As with the proposed expenditures for District No. 3 fundsthe activities in District No.2 have been overstated as this account will have a balance of approximately $80,000. As EDA Commissioners can see, the proposed modifications will address two of the three major expenditures agreed to following the August workshop. They include downtown redevelopment activities and business park/industrial park initiatives. The remaining expenditure, that of east Highway 10 utilities writedown, will presumably be funded from former District No. 4. The cash balance in • this account totals approximately $450,000. • By overstating the proposed activities and by developing a list of activities consistent with the August workshop, it is hope that sufficient flexibility exists in the respective modifications to Plans No. 2 and No. 3. Flexibility in the way these funds are expended is an essential component of the modifications. Action Requested Although state law provides no review and comment opportunity for the EDA, it maybe appropriate for Commissioners to present some recommendation or comment on the upcoming modifications to Plans No. 2 and No. 3. 11. 1996 EDA Committee Appointments At its October 9 meeting, EDA Commissioners discussed its 1996 appointments/reappointments to the Finance Committee, Marketing Committee, and R & D Committee. EDA Commissioners suggested that it advertise for new members in order to give other residents a chance to serve on these committees. In addition, the Executive Director was asked to contact the current committee members to keep them updated on the EDA's intentions. In late October and in early November, two display ads seeking committee appointments were placed in the Elk River Star News. A copy of this display ad can be found in the agenda packet. The ads did not result in any responses from prospective candidates. A similar ad was placed in the December issue of city's newsletter. At this writing, the newsletter has not been distributed. EDA Commissioners may have further insights into this appointment process at its December meeting. 12. Other Business EDA Annual. Meeting Just a reminder that the EDA's annual meeting is scheduled for Monday, January 8, 1996. As Commissioners will recall,election of officers occur at this time as does the designation of the official newspaper, depositories, etc.. •