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HomeMy WebLinkAbout10-27-2000ECONOMIC DEVELOPMENT C( October 27th 21 7:30 A.M. MOUNDS VIEW CITY HALL - CITY C 1. CALL TO ORDER 2. ROLL CALL (Present = P, Absent = A) 1 Belting Carlson Field Goff Johnson Parrish (statr) 3. APPROVE EDC MINUTES September 28th, 2000 Action: Motion Second Vote 4. SPECIAL BUSINESS 5. REPORT OF COMMISSIONERS, STAFF AND EDA LIAISON A. Report of Commissioners and Staff —No Materials Attached B. Chamber of Commerce Update —No Materials Attached C. Meeting times for November and December Meetings —No Materials Attached D. Term Expirations/Commission Vacancies —No Materials Attached 6. EDC BUSINESS A. Use of Pre -1997 Interest Earnings B. Proposed Modifications to the Tax Increment Redevelopment Plans for Tax Increment Financing Districts Nos. 1, 2, 3, within the Mounds View Economic Development Project Area 7. ADJOURN A.M. Next Regularly Scheduled Meeting: To be Determined N:\DATA\GROUPS\ECONDEV\EDC\Agendas\Agenda00\I0-27-OO.doc Not Approved Minutes of the Economic Development Commission City of Mounds View Ramsey County, Minnesota Regular Meeting September 28th, 2000 City of Mounds View, Council Chambers 2401 Highway 10, Mounds View, MN 55112 CALL TO ORDER: The meeting was called to order at 7:35 a.m. by Chairperson Tom Field. 2. ROLL CALL: Members Present: Dr. Greg Belting, Cindy Carlson, Tom Field, Torri Johnson, Rosemary Goff, Sean Walther, and Wendy Marty. Members Absent: EDA Liaison Dan Coughlin Staff Present: City Administrator Kathleen Miller, Economic Development Coordinator Aaron Parrish, and Community Development Director Rick Jopke 3. APPROVAL OF MINUTES: Motion/Second: Goff moved to approve the minutes for July 27th 2000. Motion Carried: 7 Ayes 0 Nays 4. SPECIAL BUSINESS Chair Field welcomed Mounds View's new City Administrator Kathleen Miller. City Administrator Miller and members of the Commission introduced themselves. 5. REPORT OF COMMISSIONERS, STAFF AND EDA LIAISON A. Commissioner and EDA Liaison Reports Chair Field opened for discussion the possibility of changing the meeting date to something other than the 0 Thursday of the month. After evaluating possibilities, the following motion was made: Motion/Second: Carlson / Belting moved have the next EDC meeting on Friday October, 27th at 7:30 am. Motion Carried: 7 Ayes 0 Nays Subsequent to the motion, the possibility of combining the November and December meetings was discussed. The Commission agreed to evaluate this possibility at its next meeting. B. N& -MV Chamber of Commerce Update N:\DATA\GROILJPS\ECONDEV\EDC\Nlinutes\MinOO\09-28-OO.doe Nol Apr•�roved' Coordinator Parrish discussed two items that the EDA has referred to the EDC for review. First, he indicated that the EDA would like the EDC to evaluate potential options for the use of pre -1997 interest earnings. Second, Coordinator Parrish indicated that the EDA has directed the EDC to update the 1986 Economic Development Plan. Adjournment There being no further business before the Commission, this meeting of the Economic Development Commission adjourned at 8:35 a.m. Respectfully Submitted, Aaron Parrish Economic Development Coordinator N:\DATA\GROUPS\ECONDEV\BDC\Minutes\MiriOO\09-28-OO.doc Item No. 6A Meeting Date: October 26", 2000 Type of Business: EB EB: EDC Business IN: Informational Item City of Mounds View Staff Report To: Economic Development Commission From: Aaron Parrish, Economic Development Coordinator Item Title/Subject: Evaluate and Recommend Use of Pre -1997 Interest Earnings Date of Report: October 16, 2000 Background: The Office of the State Auditor has determined that interest earnings on TIF funds prior to July 1, 1997, herein referred to as pre -1997 interest earnings, are not subject to TIF restrictions. Mr. Jim O'Meara, the EDA's TIF attorney, has reaffirmed this position. Subsequently, the EDA has directed the EDC to evaluate potential options for the use of these funds. There is approximately $2,666,389 in such earnings. However, this number can fluctuate based on a two factors. First, the number may decrease if escrow earnings on refunded debt are taken out. Second, the figure may increase if items such as interest earned on business loans and land acquisition purchased or entered into before July 1, 1997 are included. At this point, it is recommended that t$2,666,389 be used since this is currently reported to the OSA. Ehlers and Associates, the EDA's Financial Advisor, has advised that the pre -1997 interest earnings be transferred into a new or different fund. This will enable the pre -1997 interest earnings to be distinguished from existing TIF funds. Additionally, it was suggested that a majority of the money not be obligated and/or spent immediately. This is due to some issues currently outstanding with the Office of State Auditor. More specifically, the OSA has been evaluating Mounds View's use of TIF for the acquisition and renovation of the Community Center. If the EDA is found to be in non-compliance, one of the potential penalties is repayment of all or part of funds associated with the non-compliant activity. Additionally, the pre -1997 earnings have been accounted for with TIFfunds for several years. Depending upon OSA interpretation, they may consider these funds tax increment. If that is the determination, then these funds would have the same restrictions associated with TIF. Accordingly, it would be fiscally prudent to wait for the OSA to evaluate TIF reports reflecting changes relative to the use of pre -1997 interest earnings prior to spending a significant amount of funds on non -TIF activities. Preliminary Options: After a review ofvarious planning initiatives and existing community needs, some preliminary options for pre -1997 interest earnings could include: 1. Establishing a fund to provide for any future safety improvements, infrastructure, and/or redevelopment associated with County Highway 10. 2. Establishing a fund for variety of future economic development and housing projects / improvements throughout the City. This could include a revolving loan fund, funding for economic development once the current TIF districts expire, housing programs and replacement, or a range of other activities. 3. Transfer revenue to existing funds such as the General Fund or Special Revenue Funds including the Cable TV, Community Center, DARE, Park Dedication, Special Projects (Street Reconstructions etc...), Street Light, Surface Water, Vehicle and Equipment, and the Lakeside Park Funds. 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F a ,�yIN IIII�I i IIIA Item No. 66 Meeting Date: October 261h, 2000 Type of Business: EB EB: EDC Business IN: Informational Item City of Mounds View Staff Report To: Economic Development Commission From: Aaron Parrish, Economic Development Coordinator Item Title/Subject: Proposed Modifications to the Tax Increment Redevelopment Plans for Tax Increment Financing Districts Nos. 1, 2, 3, within the Mounds View Economic Development Project Area Date of Report: October 16, 2000 Background: As the Commission is aware, for over a year the Office of the State Auditor has been reviewing Mounds View's TIF records. While they have examined a range of issues, a particular emphasis has been placed on the use of TIF for the Community Center. Aside from the concerns expressed by the OSA, City staff identified some areas of our TIF administration that could be improved. In particular, the TIF budgets reported in the OSA's annual "TIF Authority Reports" are not an accurate representation of what is contained within Mounds View's TIF plans and subsequent modifications. To address this issue, the EDA's financial advisor, Ehlers and Associates, was retained to evaluate and determine existing TIF budgets based on the original TIF plans, subsequent modifications to the districts and their respective budgets, and the 1994 Mounds View Economic Development Project. This analysis has recently been completed and is included for your reference as Attachment 1. Please note that the budgets included in Attachment may undergo some slight alterations prior to EDA review. While the attached documents are essentially a restatement of what currently exists, we have elected to go through the process of modifying the districts via the public hearing process for clarification purposes. The EDC has typically evaluated and made a recommendation to the EDA when TIF districts are going to be amended. While this situation is somewhat unique, it would still be appropriate for the EDC to evaluate the proposed modifications. Necessary Actions: Evaluate and make a recommendation to the EDA regarding the proposed modifications to the Tax Increment Redevelopment Plans for Tax Increment Financing Districts Nos. 1, 2, 3, within the Mounds View Economic Development Project Area. Aaron Parrish, Economic Development Coordinator (763) 717-4029 NADATA\GROUPS\ECONDEV\EDC\StaffReports\S 000\10-0.doc CM OF OUNDS :-A:w!a -1 - ravtlt,* N:\DATA\GROUPS\ECONDEV\EDC\Staff Reports\StaffO0\10-6B.doc TABLE OF CONTENTS (for reference purposes only) SECTION I -MODIFICATION TO THE TAX INCREMENT REDEVELOPMENT PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. I ............................ 1-2 INTRODUCTION.............................................................1-2 DESCRIPTION OF PROPERTY IN TAX INCREMENT FINANCING DISTRICT NO. I .... 1-2 ESTIMATE OF COST.........................................................1-2 ESTIMATED AMOUNT OF LOAN/BONDED INDEBTEDNESS ...................... 1-2 SOURCES OF REVENUE ...................................................... 1-2 ADMINISTRATION OF TAX INCREMENT REDEVELOPMENT DISTRICT ............ 1-3 APPENDIX A - BOUNDARY MAP OF DEVELOPMENT DISTRICT AND TAX INCREMENT FINANCING DISTRICT NO. I ................................ A-1 APPENDIX B - BUDGET HISTORY AND ESTIMATE OF PROSECT COSTS FOR TAX INCREMENT FINANCING DISTRICT NO. I ................................ B-1 City of Mounds View Modification to the Redevelopment Plan for Tax Increment District No. 1 1-1 W. Administration of the Tax Increment Financing Redevelopment District and Maintenance of the Tax Increment Account (As Modified November 13, 2000) Administration of the tax increment financing redevelopment district will be handled by the City of Mounds View's E.D.A. Executive Director. Consistent with Minnesota Statutes, Section 469.177, Subdivision 5, requiring that "tax increment received with respect to any district shall be segregated by the authority in a special account or accounts on its official books and records or as otherwise established by resolution of the authority to be held by a trustee or trustees for the benefit of holders of the bond," the EDA will account for all increment for all increment from the Tax Increment Districts in on or more accounts and subaccounts, including the ability where deemed appropriate to establish one or more accounts for the proper accounting and implementation of the Tax Increment Financing Districts and the portion of the Project to be financed directly or indirectly with tax increment. The right to make appropriate transfers in and out of such accounts is hereby reserved, along with the tight to make both external and internal interest bearing borrowings, whether long term or short term, including transfers from other City of EDA funds to cash flow tax increment obligations and other legitimate expenditures. City of Mounds View Modification to the Redevelopment Plan for Tax Increment District No. 1 1-3 BUDGET HISTORY AND MODIFIED ESTIMATE OF PROJECT COSTS TAX INCREMENT FINANCING DISTRICT NO. I APPENDIX B -I As of October 13, 2600 Draft for Filing Fiscal Implications MODIFICATION TO THE TAX INCREMENT REDEVELOPMENT PLANS for TAX INCREMENT DISTRICT NO. 2, (a redevelopment district) MOUNDS VIEW ECONOMIC DEVELOPMENT AUTHORITY CITY OF MOUNDS VIEW RAMSEY COUNTY STATE OF MINNESOTA Originally Adopted: February 22, 1988 Modified on May 9, 1994 Modified on April 14, 1997 Modified on August 14, 2000 Public Hearing on the Modification: November 13, 2000 Prepared by: EHLERS AND ASSOCIATES, INC. 3060 Centre Pointe Drive Roseville, Minnesota 55113 Phone: (651) 697-8500 Fax: (651) 697-8555 E-mail: info@ehlers-inc.com Web Site: www.ehiers-inc.com SECTION I MODIFICATION TO THE TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. 12 INTRODUCTION (As Modified November 13, 2000) a v The following is a modification to the ax Increment Redevelopment Plan (the "Plan") for Tax IncrementDistric6 [o. Generally,ther re no substantive modifications tothe Tax Increment Plan for Tax Increment Financing District The purpose of the modification is to attempt to bring the Plan into compliance with the Office of the State Auditor requirements as they are understood at this point in time. The following subsections are being modified in an attempt to clarify the Plan and clarify and restate the budgets in the Office of the State Auditor's required format. D. Description of Property in the Tax Increment Financing District No. 2 The modification affects no change in the geographical boundaries of Tax Increment Financing District No. 2. G. Estimate of Costs (As Modified November 13, 2000) The budget history and estimate of authorized public costs associated with this project are outlined in Appendix `B", Budget History and Estimate of Project Costs. H. Estimated Amount of Loan/Bonded Indebtedness (As Modified November 13, 2000) The City reserves the right to incur bonded indebtedness or other indebtedness as a result of the Modified Plan. The projects have been financed by bond issues, inter -fund loans and transfers. Additional indebtedness may be required to finance other authorized activities. The total principal amount of bonded indebtedness or other indebtedness related to the use of tax increment financing will not exceed -$36,000,000 without a modification to the Plan pursuant to applicable statutory requirements. See Appendix `B" of this Plan. I. Sources of Revenue (As Modified November 13, 2000) The principal source of revenue to be used to finance public costs associated with the projects in the redevelopment project is tax increment financing. The. City reserves the right to use other sources of revenue legally applicable to the Modification to the Municipal Development District Plan and the Modified Plan, including, but not limited to, general property taxes, state aid for road maintenance and construction, proceeds from the sale of land, other contributions from the developer, investment income, and undesignated municipal funds to pay for the es - City of Mounds View Modification to the Redevelopment Plan for Tax Increment District No. 2 1-2 Mounds View E.D.A. APPENDIX B TAX INCREMENT REDEVELOPMENT DISTRICT NO. 2 Budget History and Estimate of Project Costs Hwy 10 Proj Budget Add Dist #4 Add Dist #1 Confirmation Original Combination Budaet mod Mermaid Proi Modification 10/13/00 Prepared by: Ehlers & Associates 02/22/88 05/09/94 04/14/97 08/14/00 11/13/00 Tax Increment $4,401,800 $4,401,800 $4,401,800 Interest on invested $0 Bond Proceeds $1,180,000 $28,075,000 $4,290,000 $3,205,819 $35,570,819 Loans Proceeds $4,290,000 $3,205,819 $7,495,819 Real estate sales $0 Special assessments $0 Other Revenue & Increments $56,491,600 $4,290,000 $4,705,819 $65,487,419 $0 $0 $0 Transfers $56,491,600 $4,290,000 $4,705,819 $65,487,419 Total Sources $5,581,800 $145,460,000 $17,160,000 $15,823,276 $178,443,276 Land/bldg $715,000 $9,715,000 $2,419,369 $1,736,700 $13,871,069 Site prep $700,000 $220,506 $920,506 Utilities $50,000 $3,180,000 $698,807 $3,878,807 Parking $0 $150,000 $150,000 Streets $500,000 $500,000 Park $0 $0 Social $4,860,000 60,000 Interest reduction $0 $0 Bond principal $1,180,000 $28,075,000 $4,290,000 $3,205,81970,819 K$22,368,400 Bond interest $1,186,600 $20,868,400 $1,500,000 Loan principal $0 $4,290,000 $3,205,81995,819 Loan interest $0 $0 Admin $55,000 $595,000 $390,000 $100,000 $1,085,000 Other $0 $0 Bond discounts $25,000 $175,000 $175,000 Renovation $0 $1,110,125 $433,992 $1,544,117 Congingencies $300,000 $300,000 Project Costs $20,000,000 $20,000,000 Demolition 1 $0 $110,000 $110,000 Soil Correction $0 $126,320 $126,320 Transfers $56,491,600 $4,290,000 $4,705,819 $65,487,419 Total Uses 3,211,600 145,460,000 $17,160,000 15,823,276 $178,443,276 Sources -Uses $2,370,200 $0 $0 $0 $0 10/13/00 Prepared by: Ehlers & Associates TABLE OF CONTENTS (for reference purposes only) SECTION I - MODIFICATION TO THE TAX INCREMENT REDEVELOPMENT PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. 3 ............................ 1-2 INTRODUCTION.............................................................1-2 DESCRIPTION OF PROPERTY IN TAX INCREMENT FINANCING DISTRICT NO. 3 .... 1-2 ESTIMATE OF COST.........................................................1-2 ESTIMATED AMOUNT OF LOAN/BONDED INDEBTEDNESS ...................... 1-2 SOURCES OF REVENUE ...................................................... 1-2 ADMINISTRATION OF TAX INCREMENT REDEVELOPMENT DISTRICT ............ 1-3 APPENDIX A - BOUNDARY MAP OF DEVELOPMENT DISTRICT AND TAX INCREMENT FINANCING DISTRICT NO. 3 ................................ A -I APPENDIX B - BUDGET HISTORY AND ESTIMATE OF PROJECT COSTS FOR TAX INCREMENT FINANCING DISTRICT NO. 3 ................................ B-1 City of Mounds View Modification to the Redevelopment Plan for Tax Increment District No. 3 1-1 timated public costs. Appendix B includes a detailed estimate of the Sources of Revenue being authorized for the District. W. Administration of the Tax Increment Financing Redevelopment District and Maintenance of the Tax Increment Account (As Modified November 13, 2000) Administration of the tax increment financing redevelopment district will be handled by the City of Mounds View's E.D.A. Executive Director. Consistent with Minnesota Statutes, Section 469.177, Subdivision 5, requiring that "tax increment received with respect to any district shall be segregated by the authority in a special account or accounts on its official books and records or as otherwise established by resolution of the authority to be held by a trustee or trustees for the benefit of holders of the bond," the EDA will account for all increment for all increment from the Tax Increment Districts in on or more accounts and subaccounts, including the ability where deemed appropriate to establish one or more accounts for the proper accounting and implementation of the Tax Increment Financing Districts and the portion of the Project to be financed directly or indirectly with tax increment. The right to make appropriate transfers in and out of such accounts is hereby reserved, along with the tight to make both external and internal interest bearing borrowings, whether long term or short term, including transfers from other City of EDA funds to cash flow tax increment obligations and other legitimate expenditures. City of Mounds View Modification to the Redevelopment Plan for Tax Increment District No. 3 1-3 APPENDIX B BUDGET HISTORY AND MODIFIED ESTIMATE OF PROJECT COSTS TAX INCREMENT FINANCING DISTRICT NO. 3 APPENDIX [m