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7.2. EDSR 09-20-2021 City nf Elk ,Ver— Request for Action To Item Number Economic Development Authori 7.2 Agenda Section Meeting Date Prepared by General Business September 20, 2021 Brent O'Neil, Economic Development Director Item Description Reviewed by 2022 EDA Budget and Resolution Establishing Lori Ziemer,Finance Director EDA Levy Reviewed by Cal Portner, City Administrator Action Requested Approve,by motion,the 2022 EDA Budget and attached resolution establishing the EDA Tax Levy of $363,150 for collection in year 2022. Background/Discussion The 2022 EDA Budget addresses several of the goals outlined in the strategic plan,anticipated updates to the Comprehensive Plan,the city's vision worksheet, and discussions at the budget workshop on August 16, 2021. EDA bylaws require budget approval and a Council recommendation at the September meeting for inclusion into the preliminary levy. Budget The proposed budget for 2022 is $371,650 and includes similar expenses to the 2021 budget. Notable changes between 2021 and 2022 budgets are as follows: ■ $2,000 increase to Office Supplies, accounting for anticipated technology purchases and software. ■ Includes $5,000 in Professional Services account for miscellaneous general consulting services. ■ Increases Legal Services from $6,000 to $8,000 to track with historic legal expenses more accurately. ■ Adds $5,000 under process mapping to develop a multi-department initiative to streamline internal project and process review and use web-based platforms to better disseminate project information. ■ Without an anticipated art project next year, funding for public art was not included. The 2022 budget continues to include funding for Together Elk River and the Wetland Credit Bank. Revenue and Lew The proposed property tax levy of$363,150,projected interest income of$5,000 and HRA transfer in of $3,500 would balance revenue and expenses. This levy amount is flat year-over-year. Of note, the EDA operating levy is capped by state statute at 0.01813% of estimated market value of property in Elk River. A maximum levy would be in excess of$500,000. Goals and Measures Following the budget workshop in August, the measures of website traffic, net impressions from advertising, and permitted value of commercial and industrial projects have been carried over from the workshop. The EDA expressed a desire to track leads,inquiries,prospects, and projects at a more detailed level. After The Elk River Vision A avek-oming community n ith revolutionary and spirited resourcefulness, exceptional service, and P D W E H E D D Y community engagement that encourages and inspires prosperity /` UR considering optimal methods for tracking and presenting this information staff identified SourceLink software as a great platform for tracking these items and generating reports for the EDA's review. Financial Impact The 2022 expenditure budget is $371,650. Attachments ■ 2022 EDA Budget ■ 2022 EDA Goals and Measurables ■ Resolution for 2022 EDA Levy Dept:Economic Development Authority Acct.2018 2019 2020 2021 2022 No.Actual Actual Actual BUDGET BUDGET REVENUES: 3111 Property Taxes 375,631 331,581 334,277 363,150 363,150 3322 MV Credit 196 171 160 - - 3621 Interest Income 8,376 16,511 4,579 3,000 5,000 3629 Miscellaneous Revenue - - 4,200 - - 3949 Transfers In - HRA 3,500 3,500 3,500 3,500 3,500 TOTAL EDA REVENUES 387,703 351,763 346,716 369,650 371,650 EXPENDITURES: PERSONAL SERVICES 4101 Regular Pay 97,777 100,800 102,259 112,150 113,100 4103 Part-time Pay 12,150 11,625 12,600 12,600 12,600 4104 PERA 7,513 7,710 6,955 8,600 8,650 4105 FICA 6,151 6,238 6,515 7,650 7,700 4107 Medicare 1,490 1,502 1,576 1,800 1,800 4108 Insurance 15,439 15,955 14,725 17,600 18,500 4109 Workers Comp 473 453 438 500 500 TOTAL PERSONAL SERVICES 140,993 144,283 145,068 160,900 162,850 SUPPLIES 4201 Office Supplies 1,248 1,628 1,522 1,050 3,500 Office supplies 700 1,650 Computer Software/Licensing (Sketchup, etc.)350 1,850 4212 Fuels & Lubes 32 211 - 50 50 Unleaded gas 50 50 TOTAL SUPPLIES 1,280 1,839 1,522 1,100 3,550 SERVICES & CHARGES 4304 Legal Fees 2,450 10,613 8,715 6,000 8,000 Misc.6,000 8,000 4319 Other Professional Services - - 50,846 10,000 10,000 ED Strategic Plan 10,000 - Consulting 5,000 Process mapping 5,000 4321 Telephone 963 1,693 742 1,000 1,000 Cell phone (2)1,000 1,000 4322 Postage 642 417 93 1,000 500 Marketing mailings 1,000 500 4331 Conferences/Schools 13,647 11,278 4,461 14,950 14,800 EDAM 1,800 1,800 Annual IEDC Conference 2,400 2,400 Chamber Events 150 150 MREJ 400 300 MNCREW 100 50 CMMA 100 100 Baker Tilly Symposium 400 400 Site Selector Conference 3,150 3,150 Economix Spring and/or Fall 2,250 2,250 Misc. training - IEDC Certification 1,200 1,200 2022 BUDGET DETAIL Explanation/Detail of Supplies or Services 9/16/2021 Dept:Economic Development Authority Acct.2018 2019 2020 2021 2022 No.Actual Actual Actual BUDGET BUDGETExplanation/Detail of Supplies or Services MAEDC (BP and Competitive Conf.)3,000 3,000 4349 Advertising/Marketing 71,525 71,194 60,516 75,550 74,850 Community Profiles 750 1,000 Advertising (Production & Publication)12,850 12,850 Direct Mailings - Mfg Week 150 200 Promo items 2,500 2,500 Special events 3,250 3,250 Sponsorships (City/EDA)9,950 9,950 Catalyst 4,100 4,500 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 1,500 Holiday card marketing 300 300 Together Elk River Campaign 10,000 10,000 Energy City Program (rebates)10,000 10,000 VR/Drone 2,000 - 4359 Publishing 168 136 656 250 250 Public notices, etc 250 250 4361 Insurance 146 210 212 200 200 Auto insurance 200 200 4433 Dues/Subscriptions 4,986 4,779 4,244 4,700 4,650 EDAM 500 450 Chamber 550 550 CMMA 300 300 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 500 500 4440 Miscellaneous 3,028 3,092 8,633 53,000 48,000 Initiative Foundation 3,000 3,000 Wetland credit bank 45,000 45,000 Public Art 5,000 - TOTAL SERVICES & CHARGES 97,555 103,412 139,118 166,650 162,250 TRANSFERS OUT 41,000 43,000 4721 General Fund 36,600 38,000 39,500 41,000 43,000 TOTAL EDA EXPENDITURES 276,428 287,534 325,208 369,650 371,650 REVENUES OVER/(UNDER) EXPENDITURES 111,275 64,229 21,508 - - ^^ 9/16/2021 Division: Completed by: Date: Performance Measure 2019 Actual 2020 Actual 2021 Estimated 2021 YTD 2022 Projected BR&E Visits (GrowMN platform)26 18 24 5 24 Facilitate Site Visits to Elk River 4 3 4 1 4 Commercial - Industrial permit value $35,000,000 Net impressions from placed ads 350,000 EDA Website Traffic 5,000 Performance Measures & Goals for 2022 Economic Development Colleen Eddy, Brent O'Neil August 31, 2021 Division Goal Goal Objective/Task Support Elk River's existing businesses through relationship building, programmatic offerings, and high quality city services Continue to conduct BRE visits, and to receive feedback on city factors impacting businesses. Provide technical assistance as necessary and through feedback ensure economic development programs of the city are in line with business needs and utilization. Support businesses through stated needs such as workforce development and recruitment. Attract new business development to Elk River to build the City's economic vibrancy, job offerings and tax base Continue to market and promote the community. Make contact with prospective businesses and siting professionals and specifically highlighting the community's strengths. Market existing properties (EDA and private) and capture opportunities for land development and assembly. Direct targeted focus on specific sectors, including those identified in the EDA strategic plan: precision manufacturing, renewable energy, regional distribution, biomedial manufacturers, and health care services. Promote available properties on MNCAR and other marketing vehicles. Support impacted businesses and capitalize on opportunities associated with the 169 Redefine Project Proactively support the community and businesses impacted by the 169 Redefine Project. Set up a mechanism for communication among businesses in conjunction with Public Works, City Communications team, and MN/DOT. Provide resources to address challenges created during the project and facilitate business relocation within the city if necessary. Foster and promote new opportunities created from implementation of the project. Support Elk River businesses through the COVID pandemic and take steps to foster a robust recovery Recognize that the Covid pandemic has had significant impacts on the community, some which may be lasting. Utilize internal resources and leverage external resources to support and stabilize the business environment as recovery from the pandemic continues in 2022. Partner with peer organizations Continue to work with Sherburne County, Elk River Area Chamber of Commerce, GreaterMSP, DEED, MN Marketing Partnership, ERMU, and Elk River Schools. 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. 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 Maintain financial incentives to enhance economic development Maximize and leverage city programs, MnDEED monies, Initiative Foundation, Sherburne County Revolving Loan Fund and other financial tools and incentives Position the Together Elk River campaign/brand to support ongoing community priorities and challenges. Build off the momentum Together Elk River delivered throughout the Covid pandemic to support prevailing economic matters in the community such as workforce recruitment and the 169 Redefine project. Resolution 21- A Resolution of the City of Elk River Economic Development Authority, Establishing the Tax Levy for the Elk River Economic Development Authority for the City of Elk River, Minnesota WHEREAS, Minnesota Statutes §469.107, subd. 1, authorizes the Economic Development Authority to levy an amount not to exceed .01813 percent of the estimated market value within the city to be used for economic development purposes; and, WHEREAS, the Elk River Economic Development Authority has adopted and approved its budget and will forward such to the City of Elk River pursuant to Minnesota Statutes §469.100, subd. 2. NOW, THEREFORE, BE IT RESOLVED by the Economic Development Authority in and for the City of Elk River, Minnesota, that it hereby requests the City Council of the City of Elk River to levy a tax in the amount of $363,150 for the year 2022 for the benefit of the Authority to be used for Economic Development Authority purposes as provided by the statute. Passed and adopted this 20th day of September, 2021. Dan Tveite, EDA President ATTEST: Brent O’Neil, EDA Executive Director