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EDSR INFORMATION 06-12-1995 LAW OFFICES BRIGGS AND MORGAN PROFESSIONAL ASSOCIATION . 2200 FIRST NATIONAL BANK BUILDING SAINT PAUL,MINNESOTA 55101 TELEPHONE (9121 223-9000 FACSIMILE (012) 223-0450 MINNEAPOLIS OFFICE 2400 IDS CENTER WRITER'S DIRECT DIAL NUMBER May 24, 1995 MINNEAPOLIS,MINNESOTA 55402 TELEPHONE(012)334-8400 FACSIMILE!012)334-8650 (612) 223-6420 INFORMATION MEMORANDUM FROM: Jim O'Mearap, DATE: May 24, 1995 RE: Final Tax Increment Provisions of the Omnibus Tax Bill The Legislature has passed the Tax Bill. If and when the Governor signs it, I will provide you a more detailed summary of the tax increment provisions, but for now offer the following very general observations: 1. The Bill DOES NOT CONTAIN many of the controversial proposals made by Representative Ozment and others. The following earlier proposals did not survive in any form in the Bill: (a) The drastic restriction of the usability of tax increments from pre-5/1/90 tax increment districts. (b) A similar curtailment that was proposed for pre-5/1/88 redevelopment tax increment districts (including pre-1979 districts). (c) The elaborate cost/benefit analysis that had been proposed as a required finding for establishing tax increment districts. (d) The requirement of finding that an economic development district had to be for a project that would otherwise go to another state. (e) The suggestions that TIF districts be approved by the State Auditor, the School Board, or the County Board also did not survive. • / BRIGGS nND MORGAN Memorandum May 24, 1995 III Page 2 (f) The "clawback" provision,which would've required payback of the TIF assistance on a declining percentage scale for beneficiaries that bail out of their projects. There was significant progress made on the LGA/HACA front. There was a liberalized exemption for ethanol projects (now up to $1,500,000 of TIF) and for a new class of exempt projects for "agricultural processing facilities". In addition, and of more general usefulness, there is now an alternative to opt out of the general LGA/HACA penalty provisions by making a "qualifying local contribution"which would be 10% for economic development, housing, and renewal or renovation districts and 7.5% for redevelopment and other types of tax increment districts. There would be a cap on the total of these contributions at 2% of the city's net tax capacity, and the contribution must come from unrestricted moneys of the tax increment authority or the municipality (or the other local jurisdictions); the required contribution amount would be cut in half if certain state grants or incentives were involved. For many projects, this will prove quite useful. It is effective for tax increment areas requested for certification after June 30, 1994 (yes, 1994), except that for tax increment plans approved before July 1, 1995, the municipality must III "opt in" to this program by adopting a resolution to do so prior to the end of this year. This is the best news in years. 3. There was a proposal to change the anti-pooling rules from a 75/25% standard to a 90/10% standard. The final Bill changed this to an 80/20% standard, a minor change. 4. While the elaborate cost/benefit analysis was stricken from the required findings, there was retained the concept of determining that the market value of the new project, after subtracting the present value of the maximum tax increment, would exceed the market value that would otherwise appear if the tax increment weren't given. 5. There were adopted significant and lengthy new provisions regarding disclosure, reporting and enforcement. 6. Effective June 30, 1995, soils conditions districts are restricted basically to hazardous substance, polluted, or contaminated sites; there were also a number of "remedial" provisions regarding hazardous substance subdistricts. 7. The 5,000 square foot one-time exception for commercial facilities in smaller IPcommunities for economic development districts was deleted and there was BRIGGS aND MORGAN Memorandum May 24, 1995 • Page 3 added the ability to do that type of tax increment district for "bedrock soils condition". 8. There were a number of provisions restricting the availability of special laws in the tax increment area, including provisions which would hereafter require the approval of all the local jurisdictions, including the county and the school district, if a tax increment district is to be extended beyond its normal statutory duration. 9. The 1/10th of 1% fee to be paid to the state for defraying its enforcement costs will be effective January of next year. 10. There were limits on including in a new tax increment district any property which was within the agricultural open space, or certain other classifications within the past five years. The above is very general. This Article of the Bill runs for 49 sections. If, prior to receiving my more detailed summary if and when the Bill becomes law, you have any particular questions on how any of this might affect your tax increment districts or projects, please feel free to call me at 612-223-6420. On other fronts, neither the tax freeze or the revocation of the tax-exemption of interest (even on State bonds) survived. /lbh •