EDA Minutes 08-08-2007MINUTES
MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY
Wednesday, August S, 2007 - 4:00 p.m.
City Hall -Academy Room
MEMBERS FRESENT: Chair Bill Demeules, Vice Chair Barb Schwientek, Council members
Wayne Mayer and Tom Perrault, and Ron Hoglund.
MEMBER ABSENT: None.
STAFF PRESENT: Executive Director Ollie Koropchak and Recorder Angela Schumann.
GUESTS: Ken and Karin Curtis, Washburn Cozxiputer Group
1. Call to Order.
Chairman Demeules called the meeting to order and declared a quorum.
2. Roll Call.
3. Consideration to a rove the A ri124 2007 EDA minutes.
Koropchak indicated the minutes would be provided for the next meeting of the EDA.
4. Consideration of adding or removing agenda items.
NONE.
Chair Demuelues moved item 9 listed on the agenda as New Business up as item 5 on the
agenda.
New Business
A. Consideration to review the relimin loan a lication for Washburn Com uter
Gr_ __.oup.
Koropchak reviewed the preliminary loan application, explaining that a loan application
had been requested to enable a 30,000 square foot expansion as a real property
rehabilitation expansion or improvement loan. Koropchak explained that the company
had agreed that in exchange land for the Chelsea Road improvements, Washburn would
enhance the exterior of their building and comply with parking requirements.
Demeules asked Washburn representatives to briefly discuss their company. Ken Curtis
explained that the company is 18 years old and currently has 63 employees. Based on
current customer requests, they will need to double the size of their facility and add more
employees. He indicated that Washburn repairs and services point of sale computer
equipment for major retailers.
Koropchak noted to the EDA that the GMEF subsidy criteria refers to job creation versus
retention. So, in approving a loan amount, the EDA will need to consider whether the
date of job creation would be January of 2007 or from the date of the new application.
Korpochak referred to the application, discussing total uses and sources at $1,735,000.
She referened the 90% job creation criteria, requiring 6 news jobs from two years of loan
closing, anal that 90% of the new jobs must pay a wage of higher than $9.31 per hour.
The estimated increase to total tax base is $33,665 and $21,133 to local tax base. The
loan would be used as a secondary source to conventional financing and used as gap
financing. EDA would be in second loan position behind conventional lender Gateway
Bank and the SBA. Koropchak then reviewed the GMEF policy requirements, indicating
that based on new job creation, the applicant would be eligible for $60,000, based on total
job creation they are eligible for $470,000, based an increase in property value, they
would be eligible for $275,000. Karapchak stated that she is recommending a loan
amount of $275,000.
Karopchak reminded the EDA that the loan size is not to exceed 50% of the remaining
fund balance. Fifty percent of current balance is $415,355. The loan term cannot exceed
a 30-year amortization, and typically the EDA has worked with the conventional lender to
set a consistent term. The interest rate is required to be not less than 2% below
Minneapolis prime with balloon payment due in five years. Koropchak reported that as
of August 8~`, the prime rate is at 8.25%. Koropchak indicated that in terms of a loan fee,
the EDA has typically set a fee of $200, which is the minimum. There is no penalty far
pre-payment. Koropchak stated that it is the preference to proceed with approval as soon
as possible, but the applicant has 180 days to draw on the loan.
Koropchak noted that if the EDA wanted to approve a loan amount greater than
$100,000, it would need to call a public hearing, as required by business subsidy by-law.
B. Consideration to a rove or den a raval of GMEF Loan Na. 026 for Washburn
Com uter Grou and call fora ublic hearin if necess
Koropchak stated that the EDA is asked to approve ar deny GMEF Loan No. 026 far
Washburn Computer Group and call for a public hearing if necessary based on the
previous information.
The Commissioners are asked to consider if the loan encourages economic development,
if the EDA finds that it complies with the business subsidy criteria and then define the
terms.
Koropchak referenced that there was research completed regarding the possible use of
federal dollars, but due to the requirements for compliance, it was felt that the amount
that could be used would not off set the costs of compliance and reporting.
Koropchak again stated that it was her recommendation that the EDA use job creation
from January 27~', 2007, and approve a loan amount of $275,000.
MOTION BY COMMISSIONER SCHWIENTEK TO APPROVE GMEF LOAN NO.
02b FOR WASHBURN COMPUTER GROUP IN THE AMOUNT OF $275,000 WITH
A LOAN FEE OF $200, AT A b.2S% FIXED INTEREST RATE, AT A TERM
CONSISTENT WITH THE CONVENTIONAL LENDER COLLATERAL,
GUARANTEES, AND OTHER CONDITION REQUIREMENTS TO BE
DETERMINED AND PREPARED BY THE GMEF ATTORNEY. THE GMEF LOAN
APPROVAL IS SUBJECT TO A PUBLIC HEARING ON BUSINESS SUBSIDY,
LENDER COMMITMENT, CREDIT WORTHINESS LETTER, BUILDING PLAN
APPROVAL, AND COUNCIL RATIFICATION OF EDA ACTION.
MOTION SECONDED BY COMMISSIONER HOGLUND. MOTION CARRIED, S-0.
MOTION BY COMMISSIONER PERRAULT TO CALL FOR A PUBLIC HEARING
ON BUSINESS SUBSIDY CRITERIA FOR PROPOSED GMEF LOAN NO. 026 FOR
AUGUST 21St, 2007 AT 4:00 PM.
MOTION SECONDED BY COMMISSIONER SCHWIENTEK. MOTION CARRIED,
S-0.
C. Consideration to review the new cit bud et form and acc t EDA 2008 Prelimin
Budd
Koropchak explained that in the past, the EDA has not had a formal budget. The City
Finance Department has prepared worksheets based on Governmental Accounting
Standards Board requirements. Koropchak reviewed the preliminary worksheets, noting
goals for exploration of abio-science park, the support of a fiber optics network and
options for education training facility. Koropchak then reviewed measurable workload
items including GMEF loan approvals, marketing efforts, job creation and annual payroll
of jobs created. Koropchak explained that for the preliminary capital improvement plan,
she had budgeted a split afhio-science investment and a job training campus between the
HRA and EDA over a five year period beginning in 2008.
The EDA Commissioners agreed that they were satisfied with the 2008 EDA Preliminary
Budget as presented.
b. Bills and communications.
GMEF No. 02S UCC Filing
Koropchak stated that the filing information and invoices had been provided as
information only. No action is required.
7. Executive Director's Re ort.
Koropchak reviewed the report, highlighting that the TIF District Reports had been
prepared by Paula Mastey with her assistance. The reports were due August 1st and were
sent.
She indicated that the marketing group had met with Rusty Fifield of HKGI to discuss the
integration of bio-science goals into the comp plan. She also noted that she has had
preliminary discussion with Anaka-Ramsey College and others about the possibility of
developing a job/education training center in Monticello.
8. Committee Reports.
A. EDA/HRA merger. Demeules reported that both the HRA and EDA are not running
with the full compliment of commissioners. As such, the committee has recognized the
need to proceed if a merger is the decided outcome. Demelues stated that the goal of
keeping the EDA's fund balance intact and dedicated to the purpose of industrial
economic development was expressed and supported during the committee meetings.
There have been preliminary discussions on the makeup of the new organization. A
Council workshop has been set for the 13~' of August to discuss further outcomes. Mayer
stated that the workshop maybe cancelled in order to get this in front of the Council more
quickly. He indicated that with both boards running short of members, now is the time to
make the transition, as it seems like the organization that comes out of the merger can
accomplish as much as both.
Koropchak stated that she had contacted Kennedy and Graven for a timeline based off of
what could be the HRA's last meeting date of September 12`i'. The indicated that it would
be possible, but tight. Coucnil would need to approve resolutions on their August 27t''
meeting. The other items that needs to be decided is what powers the Council wants to
designate to the new organization and which they may choose to keep.
Mayer asked the other commissioners what they might recommend in terms of the
makeup of the new body. Schwientek stated that as far as the structure and make-up, she
would support what works in terms of the best interest of the City, although her
preferences would be fvr a smaller number of members. She s toted that with a larger
commission, it can be difficult to reach consensus. Mayer stated that it was his feeling
that perhaps a group of seven voting members, with two of the 7 being Council members.
Korapchak recommended staggered terms. Schwientek and Hoglund agreed that they
would be supportive of members being property owners within the City, but not
necessarily residents.
9. Unfinished business:
NONE.
10. Adjournment.
MOTION BY COMMISSIONER SCHWIENTEK TO ADJOURN.
MOTION SECONDED BY COMMISSIONER HOGLUND. MOTION CARRIED, S-0.
~, ,
Recorder ;