6.8. SR 07-10-2006
City of Elk River
REQUEST FOR COUNCIL ACTION
Agenda Section Meeting Date
W orksession ul 10, 2006
Item Description
YMCA U date and Ballot Question Lan ua e Review
Administrator
Introduction
Representatives from the YMCA and the city (Mayor Klinzing, Councilmember Gumphrey, Bond
Counsel Mary Ippel, City Attorney Peter Beck, and I) continue to meet to try to come to an agreement
and define a relationship between the YMCA and the city based on the Council's previous action to ask
the voters to consider funding two-thirds of the construction of a YMCA.
Discussion
The funding proposal for this YMCA is unique in that the voters are being asked if they want the city to
pay two-thirds of the construction cost of the facility. If approved, the city will issue general obligation
bonds to fund the entire project. The YMCA will fund one-third of the annual debt service on the
bonds. The city will be the owner of the building and the YMCA and city will enter into an agreement
defining the arrangement whereby the YMCA will operate programs out of the facility. Attached is an
outline of the potential agreement and issues for Council consideration. This proposal was developed
based on conversations with YMCA staff and its consultants; it has not been officially approved by the
YMCA Board. The YMCA is aware that the proposal is also subject to Council approval. Peter Beck and
I will go through the issues in more detail at the meeting.
One of the other items yet to be decided is the amount that will be included in the bond question for
construction of the facility. The question will include financing for the entire project even though the
YMCA will repay one-third of the debt service over the life of the bonds. The YMCA has stated that it
estimates construction to be $12 million although we have not been provided with any documentation of
this estimate. The $12 million excludes the cost of energy efficiency improvements and the additional
cost to use recycled products. The YMCA has requested that the city fund those costs in addition to
funding two-thirds of the construction costs since those improvements are being made at the request of
the city. If the $12 million construction estimate is used, the city would pay for $8,000,000 plus the
energy efficiency and recycled product costs.
Some of these additional costs may be eligible for the County's Landfill Abatement Public Building Grant
that is being considered by the County Board on July 11. As proposed, the grant is available for projects
that meet the national standard for Leadership in Energy and Environment Design (LEED). This means
that 25 percent of the building materials must be recycled products that contain at least 25 percent post-
consumer recycled materials. The city would be eligible to receive a maximum of 25 percent of the
project cost up to a maximum allowed per city or township of $2,000,000. Addition.ally, the County will
award only one grant per year so the city may be in competition with other cities or townships applying
for a grant in that same year. If the County Board approves this proposal on July 11, the application
period is likely to begin this fall.
S:\Council\Lori\2006\ YMCA Legal revised.doc
YMCA Update and Ballot Language
July 10, 2006
Page 2 of 2
Finally, attached is the proposed ballot language. City Clerk Joan Schmidt has been working with Bond
Counsel Mary Ippel toreflne the language. You will note that it does include a statement at the bottom
indicating that voting yes for this will increase your property taxes. This is a required statement.
Additionally, there is language stating that the YMCA is proposing to pay for one-third of the cost of this
project.
Financial Impact
Tax increase to fund two-thirds of construction cost, two-thirds of ongoing capital improvements, and
energy effIciency and recycled product costs.
Attachments
· Memo from Peter Beck.
· Memo from City Clerk Joan Schmidt including ballot question ~esolution.
Action Requested
Provide comments on proposed agreement and issues.
Determine maximum bond amount to be issued.
Provide direction on placing ballot question on September 12, 2006, primary election.
Council Action
Motion by _
Second by _
Vote
Follow Up
s: \Council\Lori\2006\ YMCA Legal revised.doc
Elk River YMCA
Outline of Potential Agreement and Issues
Staff s goal throughout its discussions with the YMCA has been to find a way to
meet the Y's needs within the City's legal authority.
Attached is a "Draft Memorandum ofDnderstanding" ("MOD") prepared by the
Y which was presented to City staff on June 16. The City Administrator and City
Attorney met with the City's financial advisor and bond counsel on June 19th to address
the legal issues presented by the MOD. Staff then prepared a response to the Y, dated
June 20, which was intended to address some of the City's legal concerns with the
MOD. The Mayor, City Administrator and City Attorney met with Y staff and
representatives on June 29 in an effort to find a way to meet the V's needs within the
City's legal authority.
It was agreed at the June 29 meeting that it is in the best interests of all parties to
ensure that an agreement complies with state law. To alleviate the Y's concern that the
City's legal advice may be too conservative, it was agreed that the City and Y will put
together an outline of the proposed agreement and submit it to Kennedy & Graven for
an independent review and analysis of the legality of the proposed agreement. Kennedy
& Graven is a prominent municipal law firm which the City, as well as representatives
from the Y, have experience with. The City and the Y will split the cost of Kennedy &
Graven's review and opinion.
The purpose of the Council's workshop discussion is to get input on several key
issues as we prepare an outline to present to Kennedy & Graven.
Issues
1. Form and Term of Agreement
A. Lease or Management Agreement
Minnesota Statutes Ch. 471.191 specifically authorizes the City to enter into a 30
year lease for this type of facility. However, that statute requires that the tenant (the Y)
make lease payments in an amount sufficient to pay all of the debt service on any bonds
issued for construction of the facility. Because our agreement with the Y will not fall
within this statute, there is some concern as to whether the City has the legal authority
to enter into a lease that does not comply with Section 471.191. Therefore, there has
been discussion about whether to characterize the agreement as a "management
contract" .
Regardless of what it is called, the agreement will look like a lease in that the Y
will be paying (one-third of the debt service) for the right to occupy and operate a City
building. I would appreciate any feedback the Council has on whether a lease or
management contract is preferable. After your feedback, this issue will be presented to
Kennedy & Graven.
B. Term and Termination
After some back and forth, we agreed on June 29 that the initial term ofthe
agreement will be equal to the term of the bonds sold to finance construction of the Y.
We also agreed that either party could terminate the agreement following the initial
term, with or without cause, upon a three year written notice of cancellation. The Y
would like a provision to the effect that if the City terminates the agreement prior to 30
years, the Y would get back some portion of its one-third contribution. The amount of
the "refund" would be dependent on how close the termination was to 30 years, and
would be no more than 50 percent of the contribution. If the Y terminated the
agreement following the initial term, they would not have a right to receive any of their
contribution back.
We did not agree on the issue of whether the agreement could be terminated for
cause during the initial term. My advice is that we have such a provision, but I would
appreciate Council input. We also had some discussion about whether the agreement
could automatically renew after the initial term for rolling three year terms unless a
notice of cancellation was served by either party.
The Y would like something longer than a three year cancellation, if Kennedy &
Graven found that lawful. We would like Council input on whether to present this issue
to Kennedy & Graven.
2. City Control Over Design, Construction and Operation
A. Generally
My preliminary research has led me to the conclusion that the statutory authority
which we would rely on to authorize this agreement is found in Minn. Stat. 471.15, et.
seq. The Attorney General's opinions under this statute make it clear that a public
recreation facility developed under this authority must be operated for a public purpose
under the control of a public entity. The Attorney General opinions require that all
important, or discretionary, decisions be made directly or indirectly by the public entity
with only ministerial, or routine, decisions delegated to the entity managing or
operating the program.
We will be seeking direction from Kennedy & Graven on such issues as to where
and how we draw this line and whether there i.s alternative statutory authority which
would authorize a greater delegation of power by the City. As we frame these issues
for presentation to Kennedy & Graven, I would appreciate Council input on how much
control the Council would like the City to have over the design, construction and
operation ofthe y.
B. Design
The MOD prepared by the Y proposes that the Y "will manage the design,
construction and operation" of the facility. This is a publicly-owned building on City
owned property which can only be built for a public purpose. We would like Council to
discuss and to give us direction on what level of input the City should have over the
design, including issues such as what facilities and amenities to include, the quality of
the construction and design, etc.
C. Construction
As a publicly-owned facility, the building will have to be publicly bid under the
state public contracting laws.
D. Operation
. Fees, Programming, and Budgeting
The Y can not give up any control over fees charged to members
or programming, as the fees and most programming are system-wide.
They will agree that they can not exceed the system-wide fee for the Elk
River location without City approval. The Y would be responsible for all
day-to-day management, for paying all staff members and all operating
expenses, and would take the risk that the fees generated from
memberships would cover these costs of operation. One question is what
level of oversight, if any, the Council would like to have over budgeting,
day-to-day operations, and management of the facility.
. Financial Reporting
The Y will agree only to provide a financial report for their entire
Metro area operations, as they typically do not prepare facility specific
financial reports.
. Maintenance
The Y would like the agreement to provide that funds for
maintenance would have to be generated from revenues. It is not clear to
me how this squares with the concept of the Y taking the risk of operating
the facility. We would like some input from the Council on what level of
oversight the City would like to have to ensure that the facility is properly
maintained.
. Capital Improvements
Facilities such as these are not only typically high maintenance
(swimming pools, etc.), but frequently need upgrading and updating as the
needs and interests of the public change. The Y has proposed that capital
improvements to the facility would be funded two-thirds by the City and
one-third by the Y. The initial improvements would come from a reserve
funded by bond proceeds. After the initial reserve is depleted each party
would be responsible for funding its share of the improvements. We
would like input from the Council on whether this structure is acceptable
and also on the issue of whether to fund a capital reserve account on an
annual basis. Another issue would be how decisions on capital
improvements are made.
. Recreation Board
If Kennedy & Graven concurs that Section 471.15 et. seq. will
need to provide the authority for proceeding with this agreement, the City
and Y will need to create a recreation board to operate the recreational
program which will be the Y. My opinion is that such a board would have
to be controlled by the City, with Y representation. However, we would
like input from the Council on whether the City wants to control this
recreation board or is comfortable with the Y having control over the
Board and therefore ultimate control over the operation of the facility. If
so, we can inquire of Kennedy & Graven as to whether the agreement can
be structured to allow that under state law.
Conclusion
These are the main issues on which we need some policy input from the Council
prior to submitting the proposed structure to Kennedy & Graven for legal input. There
will be many other issues if the project moves forward as we refine and finalize a formal
agreement with the Y.
GP:1970392 vI
City of Elk River
REQUEST FOR COUNCIL ACTION
Agenda Section Meeting Date
Discussion Item ul 10, 2006
Item Description
YMCA U date and Ballot Question Lan a e Review
Item Number
6.8
Prepared by
oan Schmidt, Ci Clerk
Reviewed by
Lori ohnson, Ci Administrator
Introduction
Staff met with representatives of the YMCA on Friday, June 30, and City Administrator Johnson will give
an update.
Discussion
Attached is the ballot question language for council to review. This will be on the agenda of July 17 for
final approval if council wishes to place this on the ballot for a special city election along with the primary
election of September 12,2006.
Financial Impact
If this is on the primary or general election ballot, there will be a minimal cost for publication and cost of
language on the ballot.
Attachments
-Resolution Calling for an Election
-Notice of Special Election
-City Question Ballot
Action Reauested
Input from council.
Council Action
Motion by _
Second by _
Vote
Follow Up
s: \ Council\] oan \ Council Issues \ YMCA.doc
EXTRACT OF MINUTES OF MEETING OF
THE CITY COUNCIL OF THE
CITY OF ELK RIVER, MINNESOTA
HELD: July 17,2006
Pursuant to due call and notice thereof, a regular meeting of the City Council of the City
of Elk River, Minnesota, was duly called and held at the City Hall on July 17,2006, at 6:30
o'clock p.m.
The following members were present:
and the following were absent:
Member
introduced the following resolution and moved its adoption:
RESOLUTION CALLING FOR AN ELECTION ON $12,000,000
GENERAL OBLIGATION BONDS
BE IT RESOLVED by the City Council (the "Council") of the City of Elk River,
Minnesota (the "City"), as follows:
1. Proiec1. This Council has investigated the facts and does hereby find, determine
and declare that it is necessary and expedient to issue general obligation bonds to defray the
expense of the acquisition and betterment of an approximately 51,000 square foot community
center/YMCA with outdoor splash deck and playground area. [REVISE?].
2. Election. The proposition of authorizing the issuance of not to exceed
$12,000,000 general obligation bonds for said purpose shall be submitted to the qualified
electors of the City at a special election to be held on September 12,2006. Said election shall be
held between the hours of7:00 a.m. and 8:00 p.m. The polling places for said election will be as
follows:
Precinct
lA
IB
2A
2B
3A
3B
4A
4B
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Polling Place
City Hall
United Methodist Church
River of Life Church
Meadowvale School
Ivan Sand School
Lion's Park Center
Twin Lakes Christian
Assemblies of God Church
The Church of S1. Andrew
Address
13065 Orono Parkway
1304 Main Street
21695 Elk Lake Road
12701 Elk Lake Road
1232 School Street
1104 Lion's Park Drive
18912 Twin Lakes Road NW
566 4th Street
3. Notice and Ballot. The Clerk is hereby authorized and directed to post and
publish according to law a Notice of Special Election and Ballot, and to prepare ballots for the
question for use at said election, which notice and ballot shall be in substantially the following
forms:
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CITY OF ELK RIVER, MINNESOTA
NOTICE OF SPECIAL ELECTION
Tuesday, September 12,2006
NOTICE IS HEREBY GIVEN that a special election will be held in and for the City of
Elk River, Sherburne County, Minnesota, on September 12,2006 between the hours of7:00 a.m.
and 8:00 p.m., at which time the following question will be submitted:
"Shall the City of Elk River, Minnesota, be authorized to issue its general
obligation bonds in an amount not to exceed $12,000,000 to defray the expense of
the acquisition and betterment of an approximately 51,000 square foot community
center/YMCA with outdoor splash deck and playground area? [REVISE?].
The polling places for said election will be the following locations within the City, at
which places all of the qualified electors of the City residing within such precinct may cast their
ballots:
Precinct
lA
IB
2A
2B
3A
3B
4A
4B
Polling Place
City Hall
United Methodist Church
River of Life Church
Meadowvale School
Ivan Sand School
Lion's Park Center
Twin Lakes Christian
Assemblies of God Church
The Church of St. Andrew
Dated: July 17, 2006.
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Address
13065 Orono Parkway
1304 Main Street
21695 Elk Lake Road
12701 Elk Lake Road
1232 School Street
1104 Lion's Park Drive
18912 Twin Lakes Road NW
566 4th Street
BY ORDER OF THE CITY COUNCIL
/s/ Joan Schmidt
City Clerk
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CITY QUESTION BALLOT
SPECIAL ELECTION
CITY OF ELK RIVER
SHERBURNE COUNTY
MINNESOTA
September 12, 2006
INSTRUCTION TO VOTERS: If you wish to vote in favor of the following proposition,
completely fill in the oval ~ next to the word "YES". If you wish to vote against the
following proposition, completely fill in the oval ( ) next to the word "NO".
CITY QUESTION NO.1:
ACQUISITION AND BETTERMENT OF COMMUNITY
CENTER/YMCA AND RELATED FACILITIES.
"Shall the City of Elk River, Minnesota, be authorized to issue its
general obligation bonds in an amount not to exceed $12,000,000
to defray the expense of the acquisition and betterment of an
approximately 51,000 square foot community center/YMCA with
outdoor splash deck and playground area? [REVISE?]
The maximum amount of increased levy as a percentage of market value is
%.
The maximum amount that would be raised by the new referendum tax rat~ in the first
year if it were to be levied is $
NOTICE: BY VOTING "YES" ON THIS BALLOT QUESTION,
YOU ARE VOTING FOR A PROPERTY TAX INCREASE. The City
anticipates entering into an agreement with The Young Men's Christian
Association of Metropolitan Minneapolis (the "YMCA") pursuant to
which the YMCA will pay one-third of the debt service of the general
obligation bonds. [REVISE?]
YES
(-)
(-)
NO
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4. Election Judges. Electionjudges will be appointed at least twenty-five (25) days
prior to said election.
5. Manner; Canvass. Said election shall be held and conducted in accordance with
the statutes of the State of Minnesota applicable, and the Council shall meet as required by law
for the purpose of canvassing said election and declaring the results thereof.
The motion for the adoption of the foregoing resolution was duly seconded by member
and, after full discussion thereof and upon a vote being taken thereon, the
following voted in favor thereof:
and the following voted against the same:
Whereupon the resolution was declared duly passed and adopted.
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STATE OF MINNESOTA
COUNTY OF SHERBURNE
CITY OF ELK RIVER
I, the undersigned, being the duly qualified and acting Clerk ofthe City of Elk River,
Minnesota, DO HEREBY CERTIFY that I have carefully compared the attached and foregoing
extract of minutes with the original minutes of a meeting of the City Council duly called and
held on the date therein indicated, which are on file and of record in my office, and the same is a
full, true and correct transcript therefrom insofar as the same relate to a special election on the
proposed issuance of general obligation bonds.
WITNESS my hand as such Clerk on July 17,2006.
City Clerk
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