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6.0. EDSR 04-12-1993 APPLICATION FOR FUNDING • MINNESOTA HOUSING FINANCE AGENCY 1993 MINNESOTA CITY PARTICIPATION (MCPP) (BALANCE OF STATE) The following is an Application for Funding under MHFA's Minnesota City Participation Program. As opposed to providing an application blank, this request is provided in the form of an outline which includes areas and questions that must be addressed by the applicant. This has been done to accommodate the variety of word processing systems that may be used to respond to this offering. Entities responding to the MCPP should carefully follow the format in the outline and type both each area or question for which information is requested as well as a response, addressing each question in sufficient detail. Review the attached cover letter for details on program restrictions before completing this application. Final determination of the total amount of program funds available and individual allotments to be made will occur at an allocation meeting before final bond sale. Any questions may be directed to Gene Aho in MHFA's Homeownership Opportunity Division at 297-3129 or by dialing 1-800-657-3802 if calling from outside the Twin City Metropolitan Area. An application deposit in the amount of 1% of your funding request must accompany this submission. This fee will be fully refunded upon sale of the sponsoring bond issue. • Applications must be delivered to MHFA offices between 8:00 a.m., April 2 and 4:30 p.m., April 15, 1993 for funding consideration under the first phase of this program. I. ELIGIBLE Olt(;A\IZA 11O\ (a) Name and address of your organization. (b) Name and phone number of your contact person. (c) Designate a probable representative to attend the bond allocation meeting in late April or early May. (You may change your designated representative at any time before the meeting date by written notice to MHFA.) (d) Type of organization (City Department, Port Authority, HRA, or EDA). (e) Amount of funds requested, and the estimated number of loans to be provided. (f) Information on any unused Mortgage Revenue Bond (MRB) or Mortgage Credit Certificate (MCC) resources still available in your community (non-MHFA). li. ORIGINA'L I\(; L.L:\1)ER Cities must designate at least one lender who will take mortgage applications and • process loans for your program. Attach a letter from each lender confirming their willingness to partici ate jassauzgs2gram. If desired, additional lenders may be designated later in your program term. -2- (II. IIC)l_SING PLAN Attach a copy of the "Housing Plan" developed for your community. At a minimum, each plan must contain the following information: (a) A description of your city's principal housing needs. (b) The data sources or methods used to determine the described needs. (c) The specific plan developed to meet your identified housing needs, including the resources to be accessed, and the methods used to carry out the plan. (d) Description of any target areas to be addressed in the plan. CO How the plan will be implemented and the administrative capacity of your city to do so. Note: If you have already completed a Housing Plan in accordance with Minnesota Statutes, Section 462C.03 within the past 12 months, you may attach a copy in lieu of the above requirement. Housing Plans developed over 12 months ago are also acceptable, provided that the information contained therein is still valid. and the plan is updated with appropriate attachments and comments. I v. pRoGRA\I SPECIFICS Attach a description of your first-time homebuyer program proposal, including the following information: (a) How your program fits into your comprehensive housing plan. (b) Borrower income limits. (See the attached cover letter for limitations.) (c) Home purchase price limits. (See the attached cover letter for limitations.) (d) Targeting of specific population groups, if any (e.g., minorities, handicapped, business employees, etc.). (e) Targeting of area or housing stock, if any (e.g., rehab areas, new construction developments, etc.). CO Any optional program enhancements such as subsidy funds, waived fees, use of tax-forfeit properties, etc. (g) Any proposed schedule for release of funds (whether immediate, delayed, or on a proportional/divided basis). (h) Why you feel this program is a good candidate for funding. V. ECONOMIC \ LABILITY Describe why you feel there is sufficient demand in your market to use the MCPP funds requested in this application. Indicate the data sources used to project • demand, such as: MCPP-1-136A 2n 0+00 -3- 4, (a) Real estate sales over the past year. (b) A shortage of single-family housing stock. (c) Realtor, builder or lender survey information. (d) Local business or industrial expansion. \ I. \l:\\ C;C)\SI'IZIC;'IK)\ KI:L)t. IRE\11:\'1;S - (Greater \linneNota) Complete this)section if your program involves the financing of newly constructed homes. If you wish to fund new construction development with MCPP funds, attach the following information: (a) Your city's efforts in promoting the improvement, preservation, or financing of existing housing stock. (b) Any exclusive "set-aside" arrangements of MCPP funds for specific builders, developers, or Realtors, and terms involved. MCPP proposals which involve these types of set-asides must include one of five specific "affordability initiatives" (see attachment 1 in the cover letter). Include details on the affordability initiative utilized. (c) Outline the key reasons why the development of new housing is needed in your community. • \ II. SIG\A'l'L RLS Provide authorized signature(s) from the organization placing this application, including printed or typewritten name, title and phone number. • MCPP-143M ?/1693 / -. It�/Of lk River $1,500,000 MINNESOTA CITY PARTICIPATION PROGRAM APPLICATION FOR FUNDING APRIL, 1993 1 REQUESTED BY: Elk River EDA 13065 Orono Parkway Elk River, MN 55330 441-7420 720 Dodge Avenue N.W., Elk River, Minnesota 55330 (612) 441-7420 • 1993 MINNESOTA CITY PARTICIPATION PROGRAM I . ELIGIBLE ORGANIZATION (a) Elk River Economic Development Authority 13065 Orono Parkway Elk River, MN 55330 (b) William Rubin Economic Development Coordinator (612)441-7420 (c) William Rubin (d) Economic Development Authority (EDA) (e) $1,500,000 requested Number of Loans : 17 ( f) Does not apply. • II . ORIGINATING LENDER First National Mortgage 729 Main Street Elk River, MN 55330 Patsy Kropuenske Vice President-Manager ( 612)441-7133 A letter confirming the willingness of First National Mortgage to participate in the 1992 Elk River MCPP is attached. III . HOUSING PLAN (a) Principal Housing needs: o The need to maintain, preserve and strengthen the City' s existing housing stock. o Ongoing need for the orderly development of residential subdivisions that are consistent with the semi-rural character of the community. 111 • o The need to encourage a broad housing mix (rental, first-time buyer, executive building sites, elderly housing) within the community. o The need to encourage new residential subdivisions to replenish the number of available building sites in the community (b) Data Sources o Growth Management Plan (adopted August, 1988) o 1992 Annual Report - Building and Zoning Department o Regional Multiple Listing Service of Minnesota o 1992 new construction summary - Building and Zoning Department (c) Plan to Meet Identified Housing Needs o Encourage a broad mix of housing opportunities by participating in local, State, or Federally • assisted program. o Encourage the acquisition and rehabilitation of the City' s existing housing by participating in available housing programs . o Ensure orderly development patterns by only extending utilities on a cost-effective basis . o Adhere to an equitable assessment policy. o Require that subdivision proposals demonstrate a compatibility with natural features. o Restrict inappropriate alteration of natural contours and soils; restrict removal of natural vegetation. (d) Target Areas None (e) Administrative Capacity Implement Housing Plan The City has numerous administrative resources available to ensure that the 1993 MCPP is successful. City staff has extensive experience with a variety of housing programs. While the EDA will oversee the 1993 mortgage program, building code interpretation and zoning enforcement rests • with the Building Inspectors, and the Building and Zoning Administrator. IV. PROGRAM SPECIFICS (a) The 1993 MCPP is consistent with the City' s Comprehensive Plan because the program helps encourage a wide range of housing options in the community. This includes the preservation of existing homes plus the construction of new ones. (b) Borrower limits for the Twin Cities Metropolitan Statistical Area (MSA) is $40,800 . This is subject to revision based upon Internal Revenue Service issuing of new limits. An increase or decrease to the maximum limits will affect the current program limit of $40,800. (c) The proposed home purchase price limits, based on the 1992 MCPP Program is $95,000 (new construction) or $85,000 (existing) . These limits, subject to an adjustment to HUD' s safe harbor limits, will likely be revised. • (d) No targeting of specific population groups is planned. (e) No targeting of specific areas or of specific housing stock is planned. ( f) No optional program enhancements are planned. (g) To ensure that the financing of existing housing is a priority over new construction activity, 25% of Elk River' s MCPP funds must be used to finance existing homes. (h) Elk River is a good candidate for receiving 1993 MCPP funds . The City' s open spaces and recreational opportunities are key factors in Elk River's residential growth. The sale of existing homes plus the construction of new ones are consistently strong. V. ECONOMIC VIABILITY According to the Regional Multiple Listing Service of Minnesota, 235 existing homes were sold in Elk River during 1992 . The median sales price for these homes is • $96 ,094 . An additional 115 housing units were constructed in Elk River in 1992 . Of the 115 units, 107 were single family homes. • VI . NEW CONSTRUCTION REQUIREMENTS Elk River continues to attract many new residents who desire to purchase newly-constructed homes . A large percentage of these buyers are entering the home ownership market for the first time. A stated goal of the City is to encourage a wide range of housing options (rental, new construction, elderly, etc. ) in the community. This includes the construction of single family homes for first-time buyers . An advantage to new construction in Elk River is that of value. Because building sites in Elk River are priced lower than in the first and second ring suburbs, buyers can obtain more amenities to homes . No exclusive "set-aside" arrangements for specific builders are planned. To preserve the City's stock of existing homes, 25% of the MCPP funds must be used for existing single family homes . William Rubin Name of Person Who Prepared this Proposal Signature Economic Development Coordinator Title (612)441-7420 Telephone • • 13F�"'FIVED MAR 2 4 1993 • FIRST NATIONAL BANK OF ELK SER 111 729 MAIN STREET • ELK RIVER, MINNESOTA 55330 • (612)441-2200 March 22, 1993 Bill Rubin Economic Development Coordinator City of Elk River 720 Dodge Ave. NW Elk River, Mn. 55330 Dear Bill: This letter is to confirm that the First National Bank of Elk River 411 will again this year act as your lender to handle the Elk River City participation loans through the Minnesota Housing Finance Agency. We are pleased to be able to work with the City again this year, as we feel this is a important program to aid in housing in our community. Thank you. Sincerely, Lied, Duane E. Kropuenske Executive Vice President DEK:lcb • ZIMMERMAN OFFICE FIRST NATIONAL MORTGAGE FIRST NATIONAL SECURITIES Mary & Main Street 716 Main Street 729 Main Street Local: (612) 856-2266 Elk River, Minnesota Elk River, Minnesota Metro: (612) 421-0463 (612)441-7133 (612)441-2200 ext. 68 ¶1k y°fTO: ECONOMIC DEVELOPMENT AUTHORITY River FROM: WILLIAM RUBIN, ED COORDINATO N , DATE: APRIL 6, 1993 SUBJECT: LOAN REQUEST FROM TESCOM CORPORATION, INC. INTRODUCTION On Monday, April 5, 1993, the EDA Finance Committee met to review a request from Tescom Corporation, 12616 Industrial Boulevard, Elk River, Minnesota. The following committee members were in attendance: Jim Simpson; Bill Birrenkott; Bud Houlton; and Lloyd Brutlag (who arrived later in the meeting) . Following a presentation by Ed Cunnington, Vice President of Tescom, the Committee recommended approval of a $50,000 loan to Tescom to be repaid over a ten year period. Further, the Committee recommends that the interest rate for the loan be fixed for the first four years at the current prime rate (6%) ; the interest rate would be adjusted in the fifth year, but locked again for three years at the prevailing prime rate; this • adjustment would also occur for the final three years of the loan. BACKGROUND Enclosed is a copy of a March 31, memo on the Tescom Corporation loan request that was sent to the Finance Committee. The EDA loan will be used by Tescom to supplement other financing sources to construct and equip a new 28,000 square foot facility in the Industrial Park. Together with the DTED grant-City loan in the amount of $250,000, the $50,000 EDA loan will be used to assist the company with the purchase of machinery and equipment. As indicated in the March 31 memo, the cost of constructing the new facility, equipping it, and remodeling the existing facility, totals $2, 161,900 . Financing is coming from a variety of sources : Industrial Revenue Bonds, DTED-City loan, TIF, and Tescom' s primary lender - Norwest Bank. ACTION REQUESTED The EDA is asked to approve a $50,000 revolving loan to Tescom Corporation. The rate and term of the loan is structured pursuant to the Finance Committee' s recommendation. The loan • will be secured by the filing of a mortgage against the development site. RECOMMENDATION 720 Dodge Avenue N.W., Elk River, Minnesota 55330 (612) 441-7420 411 I recommend that the EDA approve the $50,000 loan to Tescom Corporation. • •