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3.1. EDSR 07-15-2020 The Elk River Vision A welcoming community with revolutionary and spirited resourcefulness, exceptional service, and community engagement that encourages and inspires prosperity Request for Action To Economic Development Authority Item Number 3.1 Agenda Section General Business Meeting Date July 15, 2020 Prepared by Amanda Othoudt, EDD Item Description 2021 EDA Budget & Budget Goals Reviewed by Lori Ziemer, Finance Director Reviewed by Cal Portner, City Administrator Action Requested Information presented for discussion only. Action is to be taken at the August 17, 2020, EDA meeting. Background/Discussion As part of the budget process, a budget workshop is advisable to allow for informal discussions regarding the goals and objectives, major projects, and other items influencing the EDA budget. Staff prepared a draft budget to address several of the goals outlined through recent EDA discussion. To meet EDA Bylaws, the EDA must approve the budget at their August 17, 2020, regular meeting, and make recommendation to the City Council on September 21, 2020. As drafted, the proposed expenditures are $364,650. Staff is proposing a slight decrease in expenditures for office supplies. An increase telephone, postage, conferences and schools, advertising and marketing, publishing, insurance, and dues and subscriptions. An allocation of $10,000 is proposed for the Together Elk River Campaign. Based upon discussions at the May 18, 2020, special meeting, $10,000 is allocated for incentives and rebates promoting Energy City. A new allocation in advertising and marketing is budgeted to showcase available industrial and commercial sites utilizing drone footage. Staff proposes $45,000 towards the wetland credit bank which is a shared initiative between the EDA and the Environmental Divisions and allocating $3,000 to the Initiative Foundation. The EDA levy options are as follows: 1) A Balanced Rate 2) 0.01813% Maximum Rate All levy options are applied against the Estimated Market Value that will be obtained from Sherburne County. In addition to the tax levy, we also calculate interest income of $3,000 and $3,500 transfer from the HRA for supplies and shared costs. Financial Impact None Attachments  EDA 2021 Budget Goals  EDA Budget Worksheet Dept:Economic Development Authority Acct.2017 2018 2019 No.Actual Actual Actual Detail Total Detail Total REVENUES: 3111 Property Taxes 358,578 375,631 331,581 334,450 358,150 3322 MV Credit 202 196 171 - 3621 Interest Income 3,792 8,376 16,511 5,000 3,000 3629 Miscellaneous Revenue 27,992 - - - 3949 Transfers In - HRA 3,500 3,500 3,500 3,500 3,500 TOTAL EDA REVENUES 394,064 387,703 351,763 342,950 364,650 EXPENDITURES: PERSONAL SERVICES 4101 Regular Pay 89,871 97,777 100,800 106,550 112,150 4103 Part-time Pay 12,600 12,150 11,625 12,600 12,600 4104 PERA 6,830 7,513 7,710 8,100 8,600 4105 FICA 5,747 6,151 6,238 7,300 7,650 4107 Medicare 1,390 1,490 1,502 1,750 1,800 4108 Insurance 11,691 15,439 15,955 16,750 17,600 4109 Workers Comp 406 473 453 500 500 TOTAL PERSONAL SERVICES 128,535 140,993 144,283 153,550 160,900 SUPPLIES 4201 Office Supplies 1,307 1,248 1,628 2,600 1,050 Office supplies 1,100 700 Computer Software/Licensing (MNCAR, Sketchup, etc.)200 350 Computer replacement (Colleen)1,300 - 4212 Fuels & Lubes 45 32 211 50 50 Unleaded gas 50 50 TOTAL SUPPLIES 1,352 1,280 1,839 2,650 1,100 OTHER SERVICES & CHARGES 4304 Legal Fees 6,525 2,450 10,613 6,000 6,000 Misc.6,000 6,000 4319 Other Professional Services - - - 10,000 10,000 ED Strategic Plan 10,000 10,000 4321 Telephone 1,211 963 1,693 900 1,000 Cell phone (Amanda/ Colleen)900 1,000 4322 Postage 302 642 417 650 1,000 Marketing mailings 650 1,000 4331 Conferences/Schools 10,319 13,647 11,278 12,300 14,950 EDAM 1,000 1,800 Annual IEDC Conference 2,400 2,400 Chamber Events 150 150 MREJ 400 400 MNCREW 100 100 CMMA 100 100 Baker Tilly 400 400 Site Selector Conference 2,500 3,150 Economix Spring or Fall 2,150 2,250 Misc. training - IEDC Certification?1,200 1,200 MAEDC (BP and Competitive Conf.)1,900 3,000 4349 Advertising/Marketing 69,286 71,525 71,194 59,500 75,550 Community Profiles 750 750 Advertising (Production & Publication)15,000 12,850 Direct Mailings - Mfg Week 150 150 2021 BUDGET 2021 BUDGET DETAIL SHEET Explanation/Detail of Supplies or Services 2020 BUDGET 7/14/2020 Dept:Economic Development Authority Acct.2017 2018 2019 No.Actual Actual Actual Detail Total Detail Total 2021 BUDGETExplanation/Detail of Supplies or Services 2020 BUDGET Real Estate Signs 4,000 Promo items 2,500 2,500 Special events 3,150 3,250 Sponsorships (City/EDA)9,850 9,950 Catalyst 4,100 4,100 Trade Shows & Lead Generation (includes travel)11,900 11,900 EDA Website (EDA share - 1/2 EDA & 1/2 HRA)5,700 5,700 Lead Forensics (Shared by EDA/HRA)1,200 1,200 Promotion & Awards 900 900 Holiday card marketing 300 300 Together Elk River Campaign 10,000 Energy City Program (rebates)10,000 VR/Drone 2,000 4359 Publishing - 168 136 200 250 Public notices, etc 200 250 4361 Insurance 63 146 210 150 200 Auto insurance 150 200 4433 Dues/Subscriptions 4,083 4,986 4,779 4,550 4,700 EDAM 500 500 Chamber 500 550 CMMA 250 300 MNCAR 300 300 IEDC 650 650 Finance and Commerce 300 300 Rotary 300 300 MN Marketing Partnership 700 700 MAEDC 300 300 MPLS/ST Paul Business Journal 300 300 GROW MN/Salesforce License 450 500 4440 Miscellaneous 4,776 3,028 3,092 53,000 48,000 Initiative Foundation 3,000 3,000 Wetland credit bank 45,000 45,000 Public Art 5,000 - TOTAL OTHER SERVICES & CHARGES 96,565 97,555 103,412 147,250 161,650 TRANSFERS OUT 39,500 41,000 4720 Jobs Incentive Fund 66,000 - - - 4721 General Fund 34,800 36,600 38,000 39,500 41,000 TOTAL EDA EXPENDITURES 327,252 276,428 287,534 342,950 364,650 REVENUES OVER/(UNDER) EXPENDITURES 66,812 111,275 64,229 - - ^^ 7/14/2020 Division: Completed by: Date: Performance Measure 2019 Actual 2020 Estimated 2021 Projected Conduct BR&E Visits 26 24 24 Facilitate Site Visits 4 4 4 Division Performance Measures & Goals for 2021 Economic Development Amanda Othoudt June 3, 2020 Division Goal Goal Objective/Task Market the City of Elk River and gain positive exposure for the city Strategic Recruiting: Attend targeted industry (data centers, manufacturing, energy, medical device technology) trade shows, leverage opportunities with local companies. Identify key decision makers, provide FAM tours, coordinate development meetings with city/county/state. Partner with MN Marketing Partnership, Sherburne County and ERMU. Promote available properties on MNCAR. Attend Annual Site Selector Guild Conference. Grow and maintain an inventory of private and public properties available for future development Continue to fund the wetland bank to facilitate new development where wetlands impede growth. Maintain financial incentives to enhance economic development Maximize and leverage DEED monies, Initiative Foundation, Sherburne County Revolving Loan Fund and other financial tools and incentives Begin implementation of Strategic Plan Identify implementation schedule, plan for needed financing, procure resources needed for the Plan. Celebrate and grow our existing businesses Conduct Business Retention and Expansion visits to local businesses Develop and expand a microloan program to encourage 50 new green collar jobs by 2024 Work with ERMU and Environmental Departments Increase the number of companies actively manufacturing products or components of products directly or indirectly used in renewable energy or energy efficiency by 2024 Work with ERMU and Environmental Departments 169 Redefine Project/Together Elk River Work with Engineering and Communication staff to proactively work with the business community impacted by the 169 Redefine Project and assist them with relocation within the city if necessary.