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EDA Meeting Minutes - 10/9/2024 (Special)MINUTES SPECIAL MEETING - ECONOMIC DEVELOPMENT AUTHORITY (EDA) Wednesday, October 9, 2024 — 4:45 p.m. Academy Room, Monticello Community Center Commissioners Present: President Steve Johnson, Vice President Jon Morphew, Treasurer Hali Sittig, 011ie Koropchak-White, Rick Barger, Mayor Lloyd Hilgart, Councilmember Tracy Hinz Commissioners Absent: Staff Present: Executive Director Jim Thares, Community Development Director Angela Schumann, Community and Economic Development Coordinator Tyler Bevier 1. Call to Order President Steve Johnson called the workshop meeting to order at 4:49 p.m. 2. Roll Call Mr. Johnson called the roll. 3. Twin Pines Apartment Development Proposal - Tax Abatement Pre -Application Review and Discussion Economic Development Manager Jim Thares opened the discussion and gave an overview of the Tax Abatement pre -application submittal packet memo. Mr. Thares introduced the Twin Pines Proposal representatives, Vishal Dutt and Dave Walia Mr. Dutt spoke about their proposed 96-unit multi -family market rate apartment development and the land entitlement approval steps which began over two and a half years ago as well as the shift in the financial markets during that time frame. The land was purchased at the end of 2023. The site is unique in that it is sort of landlocked with an access through another developed parcel. The access entry and exit are to School Boulevard. The developer representatives stated that they are fully committed to the project and reiterated the difficulties with financing. Mr. Walia spoke about the rising cost of the project. They feel strongly about the Pointes at Cedar project. Vishal spoke about their belief in the local demand of housing for the project to get the development started in 2025. Jim Thares began with the history of the project as a four -level apartment complex over a parking garage and described its proximity to Walmart, and its connectivity to surrounding streets. In January 2024, the developers sought and received a plat approval extension by the City Council (01/22/24). In April 2024, Mr. Dutt inquired about financial assistance, indicating that the shift in the financial markets and increasing costs has resulted in a financing gap. Staff completed some initial research about various potential options and learned that TIF (tax -increment financing) would not be an option due to a prior -present use of the site to support a Tax Abatement Bond issuance for public infrastructure improvements in 2018. Mr. Johnson asked specifically if this parcel was tied to the Fallon Avenue bonding. Angela Schumann answered that the property was indeed tied to that funding as it was previously considered to be a commercial parcel under the previous land use guidance plan. Mr. Johnson asked the developers if they were aware that these financing tools may not be available when they purchased the property. They responded that they were unaware at that time and had not previously thought they would need assistance for the market rate project. Mayor Lloyd Hilgart stated that the developers likely did not have the intention to ask for tax abatement at time of purchase. They agreed. Mr. Thares spoke about the tax abatement policy guidelines that need to be considered when reviewing applications. They consist of the following factors. o Create or retain jobs o Enhancing the city's economic o Transportation or public infrastructure improvements o Providing affordable housing o Improving quality of life of city residents Jim Thares spoke about the policy regarding disqualifying elements. A reminder that this is a pre -application opportunity, where the EDA should weigh in on next questions for the applicant. It was also reiterated that there may not be the demand for multi -family housing and that the Housing Study's demand elements may have been met for the time frame of 2023 through 2028, or possibly longer. Lloyd Hilgart stated that the market may be fully saturated and echoed that it is also happening in nearby peer communities. There are complexes with resident incentives that are still struggling for occupancy rates, and employment struggles in the region. Jim Thares gave an overview of the Housing Study completed in 2023. The low estimate of units completed since 2022 projected an excess of 110+. The high estimate stated the need for 530 units. Since then there have been over 450 units completed, so a presumed need of 80 units. The anecdotal feedback in the community indicates that the actual demand is less than the high estimate. Steve Johnson stated that the estimate was through 2028. Jim Thares stated that it was supposed to be a 5-year timeframe, and the newly developed units are being built faster and may be causing the saturation of the market. Jim Thares spoke about the business subsidy goals, including "the big 6". Downtown redevelopment, Pointes at Cedar, Public Projects, Affordable Housing Needs, Senior Housing 55+. This proposal does not address these options as the applicant is a market - rate project. The conversation was turned over to EDA members for questions. After discussion, a consensus of the EDA members was that this Tax Abatement proposal does not meet the Abatement Policy. 4. Monticello Family Dental — Facade Improvement Forgivable Loan Pre -Application Review and Discussion Mr. Thares suggested that the Monticello Family Dentistry fagade improvement proposal discussion be moved to the end of the Workshop agenda. This item was moved to review as time allowed. At the very end of the Workshop, it was suggested that this item be added to the regular EDA meeting agenda. 5. Sleep Concepts Mattress Store — Facade Improvement Forgivable Loan Pre -Application Review and Discussion Mr. Thares updated the EDA about the recently received new rendering for the Mattress Store facade improvement proposal. It is a simpler design and likely less costly. The wall trellis is a wall attachment that could be added in the future. The East Wall of the store would like to seek another EDA funding source. The Mattress Store funding would be sourced from the already approved FaGade Improvement Forgivable Loan Program. He pointed out the renderings included in the agenda packet. EDA members feel comfortable with the new renderings. TRACY HINZ MOVED TO ADJOURN. JON MORPHEW SECONDED THE MOTION. MOTION CARRIED UNANIMOUSLY, 7-0. MEETING ADJOURNED AT 5:58 P.M. Recorder: Vicki Leerhoff V' Approved: November 13, 2024 Attest: J mes T ares, Economic Development Manager