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5.0.-14.0. EDSR 04-11-1994 ELK RIVER ECONOMIC DEVELOPMENT AUTHORITY MEMORANDUM TO: ECONOMIC DEVELOPMENT AUTHORITY FROM: WILLIAM RUBIN, EXECUTIVM DIRECTOR DATE: APRIL 6, 1994 SUBJECT: AGENDA MEMO FOR APRIL 11, 1994, EDA MEETING 5. Financial Update The following is a summary from Finance Director Lori Johnson: • Micro-Loan Fund On March 28, the EDA closed its loan with LaRose Enterprises in the amount of$25,000 for a restaurant project. On March 18, PureSteam Humidifier paid its Micro-Loan balance in full with a payment of $13,543.26. After these two transactions, the March 31, 1994, Micro-Loan cash balance was $119,590.91. There is one approved loan in the amount of $15,000.00 to Water Laboratories which has not yet been closed. As of Friday, April 8, 1994, all April loan payments are current with the exception of Alltool. ACTION REQUESTED This is an informational item only and no action is requested. 6. Joint Meeting with the Elk River Utilities Commission At a past EDA meeting, it was suggested that the EDA and the Utilities Commission conduct a joint meeting to discuss common issues as they relate to the alley between the Sunshine Depot and the Main • Street Redevelopment Site. From previous discussions, one concept entertained by the City/EDA was to vacate the alley and reroute utility 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 lines (electrical, storm drainage, etc.) so that the Redevelopment Site • gains an additional 20 feet of Main Street frontage. The General Manager of the Utilities Commission, its President, Vice Chair, and Trustee will be in attendance to discuss this issue and other which may come up as part of this item. 7. Tescom Corporation TIF Reimbursement This is a carry-over item from the March EDA meeting. Staff is anticipating a request for TIF reimbursement from Tescom Corporation as part of the EDA's incentive package. Of the $153,000 in TIF assistance, approximately $53,000 is attributable to general on- site utility extensions and site preparation costs. This amount will be funded "internally" by the EDA and will be recovered along with the land write down costs beginning in 1995. ACTION REQUESTED The EDA is asked to authorize a TIF reimbursement in the amount of $53,000 to Tescom Corporation. • 8. Right of First Refusal(Lot 1, Block 2, Industrial Park 2nd Addition) EDA Commissioners will recall that Tescom Corporation's initial expansion project consisted of three lots in the Elk River Industrial Park. In fact, TIF District No. 9 is comprised of Lots 1, 2, and 3, Industrial Park 2nd Addition. Only Lots 2 and 3 were conveyed to Tescom as part of its expansion project. Recognizing the aforementioned, City staff and representatives from Tescom informally discussed a right of first refusal, or, an option which the company might secure in order to control Lot 1 which is still vacant. This control may take one of several forms: a. Open-ended; b. Exclusive option over a stated time period; c. Right of first refusal over a stated time period. A right of first refusal enables the EDA to continue to market the site to prospective companies, while at the same time, enabling Tescom to control the property until it is ready to expand. If another buyer was identified, and a bonified offer for the purchase of the site was • obtained, the EDA may wish to give Tescom, say, 10 working days to purchase the site or forfeit it to the prospective buyer. • EDA Commissioners may have other ideas about Tescom's desire to control Lot 1 without expending funds to do so. ACTION REQUESTED In the near future, the EDA is asked to formalize an understanding with Tescom Corporation regarding its desire to have some control over Lot 1. 9. TIF Legislative Issues Numerous Legislative issues regarding Tax.Increment Financing are in front of State Legislators in St. Paul. The continued use of TIF will go a long way towards determining the success of the proposed Elk River Business Park. Rather than placing additional restrictions on the use of TIF, new bills have been introduced to restore its continued use. A discussion of past legislative action follows. In 1990, new restrictions were placed on TIF which resulted in a community losing a portion of its state aid as a consequence of new TIF Districts being created. This restriction nearly ground the creation of • new Districts to a halt in Minnesota. Some Districts, however, were created. In Elk River, Districts No. 9, 10, and 11 are considered post 1990 TIF Districts. Although it is likely that the City will lose a portion of its state aid as a result of these Districts being created, specific language in the respective contracts for private development require that the companies benefiting from the TIF assistance reimburse the City for any loss. In 1993, additional restrictions prohibited developer repayments of the state aid loss. As a result, new TIF Districts in Elk River are subject to close scrutiny and on-going evaluation. The 1993 restrictions have not stopped other communities from using TIF for redevelopment projects or for manufacturing type projects. In fact, some communities are arbitrarily extending the life of pre-1990 TIF Districts in order to issue more bonds in support of a manufacturing or housing projects. Elk River may not have this luxury. Toward that end, it is to our benefit to support the easing of certain TIF restrictions during this current session. For example: • One proposed bill would remove the state aid penalty for TIF redevelopment projects; • • Another proposed bill would remove the state aid penalty for IDmanufacturing projects within economic development TIF Districts; • Another bill would exempt soil correction districts from the state aid penalties. These initiatives are consistent with the 1994 priorities of the League of Minnesota Cities. Information on these priorities and the proposed bills which would ease the TIF restrictions are outlined in greater detail in the agenda packet. What are the alternatives of not supporting the proposed TIF legislative initiatives? The City of St. Cloud successfully obtained special legislation which exempted a certain manufacturing project from most of the restrictions found in Minnesota Statutes. Some have suggested that this is a dangerous precedent by giving special treatment to one company. How does one say "no" to the next business that asks for similar treatment? In addition, seeking special legislation for each new TIF District is not practical. As stated previously, the easing of these restrictions will go a long way • toward filling a future business park. For example, with the Timron transaction and the Tescom transaction, land was written down as an incentive to expand in Elk River. Over time, the .City/EDA recovers the cost of the land as future property taxes are paid. It may take four or five years to achieve this, but the City/EDA is eventually made whole to help "recycle" the public funds to another project. ACTION REQUESTED The EDA is asked to go on record in support of the TIF Legislative Initiatives. In addition, the EDA is asked to communicate this support to its State Representative and Senator. 10. Business Park Lay-outs Mr. Tony Emmerich was unsuccessful in his attempts to amend the Comp Plan in order to achieve a Highway Business land use designation for a portion of his property (the former Lakoduk property). With that, Mr. Emmerich has asked the City/EDA to determine how much land it wishes to purchase for purposes of developing a publicly-owned business park. Several schematics and • lay-outs are currently underway which reflect a variety of land uses (single family, townhouse, business park, etc.) on the Lakoduk property. The Business Park Task Force will be reviewing these lay- outs and will be recommending one or two designs which gives the EDA an opportunity to develop a business park. Eventually, these schematics will require greater detail and subsequent cost estimates. A portion of the EDA's 1994 budget is set aside for purposes of engaging a consulting engineering firm to assist staff with this endeavor. ACTION REQUESTED Once the Task Force narrows down the lay-out designs to a more manageable number, the EDA Commissioners are asked to engage MSA Consulting Engineers to assist with a more detailed business park design, and, to develop infrastructure cost estimates. 11. Custom Motors At a previous City Council meeting, action to rezone approximately 15 acres of I-1 (light industrial) property to R-lb (single family residential) was initiated. This initiative involves two separate properties - Custom Motors and Jerry Gallati. If the Planning • Commission and City Council approve the rezoning, a five-year amortization period will begin for the continued operation of Custom Motors. At the end of 5 years, Custom Motors will have to relocate because of the incompatible zoning. At the Planning Commission hearing, the rezoning action was tabled until such time as certain financing programs were identified to assist with the relocation of Custom Motors. This information is spelled out in greater detail in a memo included in the agenda packet. ACTION REQUESTED The EDA is asked to review the financing programs that were identified so that it is in a better position to assist with the future relocation of Custom Motors. 12. Comprehensive Plan Steering Committee Preparation is underway to begin an update of the City's Comprehensive Land Use Plan. A fourteen-person Steering Committee is being formed to assist the Planning Commission and • City staff with this endeavor. One of the members of the Steering Committee will be an EDA Commissioner. ACTION REQUESTED The EDA is asked to appoint one of its members to the Comp Plan Steering Committee. 13. Micro-Loan Policy Guidelines From time to time,it may be appropriate for the EDA and its Finance Committee to review the Micro-Loan Policy guidelines for changes and/or corrections. For example, a possible change might be that of increasing the loan limits from $50,000 to, say, $75,000 or $100,000. This change may apply only to companies that have in excess of, say, 100 employees so that a small user isn't automatically eligible for the higher amounts. This suggestion is particularly germane in light of a proposed expansion by an existing Elk River company. Information on the expansion is outlined in greater detail in the Prospect Status Report. The company seeks a variety of sources of financing to assist with the purchase of new machinery and equipment as part of an expansion. An EDA Micro-Loan in the amount of $50,000 only begins to approach • the company's equipment needs. However, a larger EDA loan used in conjunction with, say, an Initiative Fund loan may go a long way in financing new equipment purchases. Additional insights on this proposed policy guideline change will be presented at the EDA meeting. 14. Ice Arena Feasibility Study Staff and EDA President Jeff Gongoll will provide Commissioners with an update on the Ice Arena Feasibility Study at the April 11th meeting. 15. Prospect Status Report The Prospect Status Report has been sent under separate cover. 3 i 'M, °" , ,: r a�e x c ....�a `°w. � x �, -st•r- py$$ - ., $t " �: 000-FC-„.°3-7,;"" <y �,x . c 3x, ,i' i', a'•. -. .y ,.'... ...,,a.:-;. $ -t'. ,. 'ka ",#. -` •.".,;yK , &` a`:3kxs .4, � a �„a ,. q #� - +� t' S" a � s r '�P c"�, ' ;"3p-yet e 1'x � k � < 'k �-:A 5� `w.c ,,. 2^ ,,.R. �"'�,. .. ,. ' :3Y* �'.�,. n �* .. " �'� 'k�• ,c.•# ,� � , §. ���„ x`Z°�'63 �r'e nF��� .�13��f�i i. 6 eC "" h • • • ` P" ,c ^rxd 7,5"sws s .V � F?, t c • h ' SMITH EQUIPMENT DIVISION,HIGH PURITY CONTROLS DIVISION; 2 INDUSTRIAL CONTROLS DIVISION, ELECTRONIC: CONTROLS DIVISION � ' ,•" ft r �� op U April 6, 1994 7 1994 Mr. William Rubin Economic Development Coordinator City of Elk River 13065 Orono Parkway Elk River, MN 55330 . Dear Bill, Please find enclosed the application for payment, identifying the various areas of activity expenses incurred during construction of our new facility. The previously agreed upon acceptable activities are highlighted on the application for payment. Namely, civil engineering for land : preparation design and utilities design are each $2, 000.; and included in line item number 2, "Design;" excavation and earthwork, although initially budgeted for $15, 000, actually came to $27,500 • and shown in line item number 3, "Excavation; " and utilities are included in line item number 6, "Storm Sewer, Water, Sanitary, " at a cost of $23, 850 . The additional acceptable activities include: survey costs at $2, 956:50, and soil tests for $6, 760 . Copies of the checks and invoices are included for these items . Additional monies in the amount of $1,700 were expended for a required environmental assessment for those lots (invoice and copy of check enclosed), and $295 for title insurance for which I do not have a separate check. The total expenditure for items we previously agreed as appropriate was 67,061 .50. I do understand, however, the allocated sum, based on the expected cost for these items, is $53, 000 . If there is any further information you need to process this request, kindly let me know. Best regards, Edwaro A. Cunnington • Vice *resident, Tescom Corporation Corporate Offices: 12616 Industrial Boulevard J Elk River,MN 55330-2491 612-441-6330❑FAX:612-241-3224 MN Dept of Trade & Econ Dev 1 612 297-1168 04/02/94 03:18:25 Page 2 of 2 APR 01 '94 02:25PM YAGGY COLBY ASSOCIATES P.1 ECONOMIC DEVELOPMENT ASSOCIATION OF MINNESOTA • One Appletree Square, Suite 201 LEGISLATIVE ALERT Bloomington, MN 55425 11114 (612) 8546215 • Fax 854-2614 House Tax Committee Hearing Tuesday, April 5, 1994, 8:00 to 12:00 Room 5 of State Office Building April 1, 1994 Tax Increment Financing is an important Local Development Tool. Competition from surrounding states has further increased the need for Local Development Tools. The flood of special TIF legislation since the 1990 "reforms" confirms the existence of state policies that are presently flawed and forces communities to make choices between good projects and LGA.cuts. The House Tax Committee will consider general tax increment financing provisions relating to manufacturing job creation, redevelopment, housing and polluted lands. More special legislation will be considered as well as the possible unveiling of Representative Ann Rest's own tax increment bill--one that is rumored to impose even more restrictions on the use of Tll and might even abolish it in favor of a "tax abatement program". Economic Developers need to act now. Plan on attending this Hearing or contact your • representatives or members of the House Tax Committee. H.F. 3070 (Bauerly): Allows relief from the HACA/LGA penalties for manufacturing districts if there is County approval and if the school district agrees to forgo future aid calculated on the amount of increments to be captured. H.F. 2654 (Carruthers): Exempts redevelopment districts from the HACAJLGA penalties. H.F. 3180 (Hausman): Exempts soils correction districts from the aid penalties and makes it easier to qualify as a soils correction district; removes the provision requiring a portion of the local match to be from non-tax increment sources. H.F. 2974 (Jefferson): Extends the interest rate reduction program from twelve to fifteen years for multi-family, rental housing. House Tax Committee Members, Chair-Ann Rest, Vice Chair-Ted Winter, Abrams, Anderson, Carruthers, Dauner, Dawkins, Erhardt, Girard, Goodno, Hugoson, Jacobs, Jaros, Krinkie, Lesley, Long, Macklin, Milbert, Olson, E., Orfield, Osthoff, Ostrom, Peterson, Rukavina, Solberg, Sviggum, Van Dellen, Wagenius, Workman. Unless we speak out, the legislature will continue a trend towards reducing a communities ability to use T.I.F. • Any questions or concerns please contact EDAM Legislative Committee Co-Chairs, Tim Clawson, Yaggy Colby Associates, 507-288-6464 or Pat Connoy, MCDA, 612-673-5193. 1994 top issues The League of Minnesota Cities has • Contents eight priority issues for the 1994 legislative session. We will include Action alert--Annexation deal close 1 this list every week with a page Action alert—Landfill bill in trouble,call your°representative.. 1 number after the issue if we Include a Mandate alert--Bill would require minimum wage story. for on-call employees I State Aid to Cities Preserve 1994. Contest for"good ideas"to improve lobbying 2 level and seek additional funding for Audit exemption for small cities and towns progresses 3 future years for LGA and HACA. Cities testify 3 City officials meet in St.Paul 4 page 4 Training -. 4 • Local Government Trust Fund - Best practices review audit gets Senate committee OK 4 Stabilize the LGTF and resolve the House Tax Committee considers LGA bill 4 current shortfall./page 4 Bill Summaries B1 Municipal ads Inside back cover • Open Meeting Law-Clarify require- ----- — ments and permit defense of alleged Contest for "good ideas" to violations. .. improve lobbying Annexation-Preserve 1992 annex- Duke Addicks ation amendments,expand cities The League of Minnesota Cities Legislative Advisory Com- ability to annex urban or urbanizing areas, and control growth in nonurban mittee is'seeking"good ideas"to improve the League's legislative/ areas:/page 1 y • congressional policy adoption and lobbying process. The goals of the Legislative Advisory Committee are to ensure maximum member participation and ownership of the Landfill Cleanup- Establish new policy adoption and lobbying process and to ensure effectiveness program separate from Superfund tii at the state and federal levels. clean up closed municipal landfills. If you have a"good idea"please send it to Duke Addicks, /page 1 director of intergovernmental relations at the League. The person submitting the best"good idea"as judged by the Public Employment Labor Rela- Legislative Advisory Committee,will win a free registration to the tions Act- Reform PELRA's interest League's annual conference and be recognized for their contribu- arbitration provisions to balance the tion at the annual meeting.0 bargaining power of essential and nonessential public employees. The Cities Bulletin is a publication of the League of Minnesota Cities and includes an update of state legislative,administrative,and congressional actions that affect cities.It also includes reviews of metropolitan area issues by the Association of Metropoli- Development/Redevelopment- tan Municipalities.The Cities Bulletin lists authors of bill summaries and some articles by - RemOVe the aid penalties on TIF for their initials. Joel Jamnik-ii manufacturing and redevelopment Sarah Hackett-SH districts;obtain additional funding for League legislative staff members are available to answer your questions concernpollution clean-up. ing legislation relating to cities. Transportation Systems Funding''- Executive Director Editors Typesetting and design Increase funding for roads and transit Jim Miller Jean Mehie Goad Gayle Brod( by extending the sales tax to gasoline; Tim Busse Laurie.Athletic or increase the gas tax and estihlisb dedicated revenue for transit. • League of Minnesota Cities. 1.190 I.rxingkm Avenue North.St. Paul.MN 551 2b Ark 1.1,4„,,:(ljI I'),I too.las:('i'1.mo0072. I'm 01214Q11-0010,1800-02S 1122.plus your city code T047 Printed on recycled pnpnr Page 2 LMC Cities Bulletin Senate subcommittee considers tax increment legislation j,. Sarah Hackett for redevelopment. Now that the from manufacturing within economic The Senate Taxes and Tax Laws potential uses of redevelopment TIF development TIF districts. The bill is Subcommittee on Property Tax, have been narrowed,the bill would being redrafted and should then focus Chaired by Sen.Carol Flynn(DFL- remove the local government aid/ on removal of the LGA/HACA penalty Minneapolis)heard presentations and homestead and agricultural credit aid and include language to reassure that testimony on four bills concerning (LGA/HACA)penalty to make TIF a this tool would be used to create or development. The committee used the more practical component of cities' retain jobs within the state,rather than hearing to become better educated redevelopment efforts. encourage the movement of jobs from about the proposals and to ask ques- one city to another. tions of the authors and presenters;no Housing interest rate reduction official votes were taken. The Senate Cities ability to provide affordable Development of polluted land Tax Committee is next stop for this public housing would be enhanced by Sen.Ted Mondale(DFL-St.Louis legislation and its likely the committee S.F.2174(Berglin,Metzen,Belanger, Park)discussed a bill that will improve will include these provisions in the Novak). TIF can currently be used to the ability of cities to clean up polluted omnibus tax bill. finance an"interest rate reduction property. The bill has not yet been The League has been involved program"to reduce the interest rates on assigned a Senate File number.The with the Minnesota Solutions Partner- multi-family rental housing for a proposal would eliminate the require- ship and the creation of these bills. maximum of 12 years. This tool is ment that a city provide a match of 18 Please contact your Senators and frequently used in conjunction with percent of pollution clean up costs from Representatives in support.(see Bill federal housing programs that run for its general fund,tax levy,or other non- Summaries for House authors) 15 years. The bill would match the TIF source. This requirement was state process to the federal system and passed in 1993 as part of a contamina- TIF for Redevelopment extend these TIF districts to 15 years. tion grant clean up program. The fault, S.F.2173 (Hottinger,Pogemiller, or responsibility,by the city was never (. r Doug Johnson, Pappas,Flynn)could Creating manufacturing jobs well justified,and the use of general help cities across the state address the with TIF fund dollars to pay for clean up was problems of blight and decay. Sen. Sen.Joe Bertram(DFL- cited as poor policy. The bill will also John Hottinger(DFL-Mankato) include a repeal of the LGA/HACA Paynesville)explained how S.F.2268 described how restrictions passed in (Betram,Flynn,Doug Johnson,Sams, penalty on TIF projects for pollution 1990 have prohibited the perceived Langseth)would remove the penalty clean up.0 abuses of tax increment financing(TIF) Legislative Advisory Committee begins analyzing League's policy process Tnn Busse specific solutions. He also stressed reliance on the League,and to make the With the goal of increasing again the importance of spotlighting League the chief source of unbiased, member participation and enhancing the few major problems of highest complete,and accurate information on importance to cities. Addicks outlined city issues. lobbying efforts, the League of Minnesota Cities Legislative Advisory changes that the League has already In July 1995,the committee will Committee met for the first time March implemented,including a department present their recommendations to the 4. Co-chaired by Lorraine Browne and reorganization allowing IGR staff to LMC Board of Directors. The board Susan Hoyt,the Committee will review focus on city issues at all levels of prompted the creation of the committee the LMC policy formulation and government. at their retreat last summer by naming legislative process over the next 18 Citing the lackluster adoption of the enhancement of the League's policy legislative policies at the Policy formulation and lobbying process as months. Adoption Meeting,the committee the organization's top priority. LMC Director of Intergovernmen- hopes to change the process to maxi- The committee will meet again tal Relations Duke Addicks told the mize member participation and March 23. Watch the Cities Bulletin committee that the policy adoption ownership in the policies. The commit- for updates and reports on the process should focus on the problems tee also hopes to increase legislative committee's progress.0 cities face,rather than a series of March 18, 1994 Page 5 ELK RIVER ECONOMIC DEVELOPMENT AUTHORITY DRAFT April 6, 1994 Representative Stephanie Klinzing 549 State Office Building St. Paul, MN 55155 Dear Representative Klinzing: Several State Legislators have undertaken new initiatives which address the continued use of Tax Increment Financing by communities throughout • Minnesota. The initiatives include: • The exclusion of LGA/HACA penalties for TIF manufacturing Districts (H.F. 3070); • The exclusion of LGA/HACA penalties for TIF redevelopment Districts (H.F. 2654); • The exclusion of LGA/HACA penalties for soils condition TIF Districts - including the elimination of the local match requirement for clean-up costs (H.F. 3180). I am bringing these proposals to your attention because many exciting things are occurring in Elk River. For example, in order to encourage more industrial development opportunities, the Economic Development Authority (EDA) will likely develop its own business campus and its own industrial park. The ability to utilize TIF for some of these industrial transactions will go a long way towards ensuring a successful development. The EDA's Main Street Redevelopment Site is still vacant and it will likely require TIF incentives to attract a developer. • In closing, the Elk River EDA supports the Legislative initiatives listed above and respectfully requests your support as the proposed bills move 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 forward during the session. In the event of questions or comments, please • feel free to call me or EDA Executive Director Bill Rubin (441-4905). Thank you for your support. Sincerely yours, Jeffrey A. Gongoll, President Elk River Economic Development Authority • ELK RIVER ECONOMIC DEVELOPMENT AUTHORITY • DRAFT April 6, 1994 Honorable Betty Adkins 309 State Capital St. Paul, MN 55155 Dear Senator Adkins: Several State Legislators have undertaken new initiatives which address the continued use of Tax Increment Financing by communities throughout . Minnesota. The initiatives include: • The exclusion of LGA/HACA penalties for TIF manufacturing Districts (H.F. 3070); • The exclusion of LGA/HACA penalties for TIF redevelopment Districts (H.F. 2654); • The exclusion of LGA/HACA penalties for soils condition TIF Districts - including the elimination of the local match requirement for clean-up costs (H.F. 3180). I am bringing these proposals to your attention because many exciting things are occurring in Elk River. For example, in order to encourage more industrial development opportunities, the Economic Development Authority (EDA) will likely develop its own business campus and its own industrial park. The ability to utilize TIF for some of these industrial transactions will go a long way towards ensuring a successful development. The EDA's Main Street Redevelopment Site is still vacant and it will likely require TIF incentives to attract a developer. In closing, the Elk River EDA supports the Legislative initiatives listed above and respectfully requests your support as the proposed bills move 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 forward during the session. In the event of questions or comments, please • feel free to call me or EDA Executive Director Bill Rubin (441-4905). Thank you for your support. Sincerely yours, Jeffrey A. Gongoll, President Elk River Economic Development Authority • • A.( City of MEMORANDUM lElkRiver TO: STEVE ACH, CITY PLANNER ELK RIVER PLANNING COMMISSION FROM: WILLIAM RUBIN, ECONOMIC DEVELOPMENT COORDINATOR DATE: APRIL 1, 1994 SUBJECT: POTENTIAL FINANCING PROGRAMS: CUSTOM MOTORS 13913 HWY 10 INTRODUCTION At the March Planning Commission meeting, you requested information regarding potential financing programs to assist Custom Motors with a potential relocation from its existing site at 13913 Highway 10. The information found below is submitted in response to this request. . TYPICAL ELK RIVER FINANCING PROGRAMS 1. Micro-Loan Fund The Elk River EDA, in conjunction with the City of Elk River, established its own micro-loan program to supplement primary financing and business/owner equity associated with expansion and/or relocation programs in the community. Loans may be used for fixed assets (land, building, machinery, equipment) plus working capital and industrial inventory. Retail inventory and the refinancing of existing debt are ineligible uses. The micro-loan program offers great flexibility. Loans may range from $5,000 to $50,000, and, repayment is tied to the life of the asset that is financed (land and building: 15-20 years; machinery and equipment: 7 years). The interest rate on the loan is tied to prime, but is subject to periodic adjustments should the prime rate fluctuate. As loans are repaid, the principal and interest is returned to the micro- loan pool so that additional business loans can be made. • P.O. Box 490 • 13065 Orono Parkway • Elk River, MN 55330 • (612) 441-7420 • Fax: (612) 441-7425 • 2. Central Minnesota Initiative Fund The Initiative Fund is a private, non profit corporation dedicated to strengthening the economy and enhancing the quality of life in the fourteen-county Central Minnesota area. The initiative program provides supplemental loan assistance to small businesses and also provides grants to non-profit organizations. Business loans range from $5,000 to $100,000 with the majority of the project funds coming from private investments (primary lender and company equity). 3. SBA 504 Loan This is a fixed-asset mortgage program to help small businesses achieve long-term, low-interest financing for expansion and/or relocation projects. The acquisition of land and the purchase and/or construction of buildings are typically financed under the 504 Program. The option to finance machinery and equipment under this program is available, too. 4. Tax Increment Financing • This is a locally administered grant program that relies on future property tax payments to fund specific development activities such as site acquisition, site preparation cost, demolition of blighted structures, and the clean-up of polluted property. Because new restrictions continue to be placed on the use of TIF, its availability in Elk River is subject to an on-going evaluation. 5. Industrial Revenue Bonds State and Federal law enables cities to issue long-term below-market bonds or mortgages to assist commercial and industrial expansions. Because the IRB is sold by the municipality, the bond issue is considered tax-exempt and this low interest is passed on to the expanding company in the form of a mortgage that is well below current market rates. The company's credit worthiness is instrumental in determining the interest rate. Real estate can be financed over 20 years, equipment at 10 years - not to exceed the useful life of the asset being financed. Soft costs such as architectural fees and legal fees may also be included in the bond issue. • • 6. Small Business Development Loan This loan is administered through the Minnesota Agricultural and Economic Development Board. It makes small business loans through the issuance of industrial revenue bonds backed by a State-funded reserve of 25%. This reserve helps lower the interest rate on the mortgage. Funds can be used for real-estate financing as well as equipment purchases. 7. Environmental Clean-Up Funds Twenty-five percent (25%) of the surcharge the City collects from the Elk River Landfill is designated for landfill abatement. These funds could be used to accomplish environmental clean-up on the Custom Motor site, avoiding disposal at a landfill. 8. Summary Most of the programs listed above can be used in conjunction with one another. That is, an EDA micro-loan can be used to supplement, say, conventional financing (or SBA financing) and business/owner equity. • If TIF is utilized, a new or expanding business may be reimbursed for such things as land acquisition costs, site preparation costs, on-site utility extensions, and off-site utility extensions, etc. Using more than one financing program provides an additional benefit to the company as it ensures that a competitive package is being offered. This, in turn, helps the company preserve its funds for other needs such as working capital, etc. • ACH-br