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EDA Agenda 03-07-1995AGENDA MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Tuesday, March 7, 1995 — 7,:00 p.m. City Hall MEMBERS: Chairperson Ron Hoglund, Vice Chair Barb Schwientek, Clint Herbst, Tom Perrault, Al Larson, and Harvey Kendall. STAFF: Treasurer Rick Wolfsteller and Executive Director 011ie Koropchak. INTERVIEW OF CANDIDATES FOR COMMISSIONER OF THE EDA. a) William Demeules b) Merrill Busch C) John Duffy 1. CALL TO ORDER. 2. CONSIDERATION TO APPROVE THE JUNE 15, 1994 EDA MINUTES. 3. CONSIDERATION TO DISCUSS FOR A RECOMMENDATION TO CITY COUNCIL THE APPOINTMENT OF AN EDA COMMISSIONER. 4. CONSIDERATION TO ELECT 1995 EDA OFFICERS. /�. 5. CONSIDERATION TO REVIEW AND ACCEPT THE YEAR END EDA FINANCIAL STATEMENTS, ACTIVITY REPORT, AND [PROPOSED 1995 BUDGET. 6. CONSIDERATION TO REVIEW YEAR-END FUND BALANCES OF THE CMEF., UDAG, AND ERG FUNDS. 7. CONSIDERATION OF AN UPDATE ON CMEF LOAN NO. OOB FOR THE H� WINDOW. B. OTHER BUSINF95. a) Tapper'is Inc. expanoion. D. ADJOURNMENT. MINUTES MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY Wednesday, June 15, 1994 7-:00 p.m. City Hall 'MEMBERS PRESENT; Chairperson Ron Hoglund, Vice -Chair Barbara Schwientek, Assistant -Treasurer Bob Mosford (tardy),, and Clint Herbst: MEMBERV ABSENT: Patty Olsen, Al Larson, and Harvey Kendall. STAFF PRESENT: EDA Treasurer Rick Wolfsteller and Executive Director 011ie Koropchak'. 1. CALL TO ORDER. Chairperson Hoglund called the EDA meeting to order at 7,:25 p.m. 2. CONSIDERATION TO, APPROVE THE JANUARY 2.6._1996 EDA MINUTES. Barb Schwientek made a motion to approve the January 26, 1994 EDA minutes. With, no corrections or additions, the motion carried. 3. CONSIDERATION TO REVIEW_ THE.. DECEMBER_ '31. ,1903_ EDA _BALANCE §HEFT -AND TO_DEFINE�THE MEANING OF APPROPRIATION SOURCES_AND, . OMEP BALANCE_FOR' CLARIFICATION. EDA members agreed appropriation means monies earmarked or available for use of GMEF loans. The 1993 City Budget appropriated 9200.000 from the Liquor Fund for use of the GMEF; however, other funds like the UDAO and SCERO are also available for use by the GMEF. The EDA uses as a guide an appropriation of 9200,000, this the beginning GMEF yearly appropriation balance. Treasurer Moeford reported the discrepancy of the S75.000 undor the Appropriations .Recelvablo of the Balance Sheet should correct itself in the year-end reports of 1994 as. it relates .to loan approval date and expenditure date. It appears the annual 1999 appropriation is 9275;000. Upon the request of the EDA; the 1094 City Budget shows an appropriation of 5100,000: however, it may appear on the 1994 EDA Balance Short as $25,000 to correct the dlscrepency. 4. CONSIDERATION TO_REVIIW GMEF_ CIIIU_ELTHES FOA AMENDMENT -__-LOAN TERM, NUN=PERFORMANCE, LOAN FEE. AND cmEF,LEOAT Bob Moeford made a, notion to deny amending the personal property tern from 5-7 years to 5--10 yests becaose the LDA Page 1 EDA MINUTES_ JUNE 15. 1994 felt the SCERG andCMIF could accommodate the GMEF Guidelines and 5-10 years mi' ht.exceed the life of the equipment. Clint Herbst seconded the motion and with no further discussion. the motion passed unanimously. LOAN TERM: The personal property term not to exceed life of equipment' (generally 5-T years.) Barb Schwientek made a motion to amend, the approved loan disbursement time from within 120 days to within 180 days to accommodate the time necessary for. design, delivery, ,and 30. day trial period prior to acceptance of the new 'equipment. Bob Mosford seconded the motion and without further, discussion, the motion passed unanimously. NON-PERFORMANCE: An approved GMEF loan shall be null and void if funds are not drwan upon or disbursed within 180 days from date of, EDA approval. Bob Mosford made a motion to deny amending the loan fee because the EDA felt lending institution charge a fee and' the current fee guideline does allow for flexibility. Barb Schwientek seconded the motion and with no further discussion, the motion passed unanimously. LOAN FEE: Minimum fee of 6200 but not to exceed 1.5% of the total loan project._ Fees are to be documented and no duplication of fees between .the lending Institution and the RLF. Loan fee may be incorporated into C_- the project cost. EDA retains the "right to reduce or waive loan fee or portions of loan fee. Bob Moeford made a motion to amend the GMEF Guideline to incorporate a 1oQa1 fee provision. LEGAL FEE: Responsibility of the GMEF applicant. Thio amendmenCIs to clarify the issue. upfront with applicants: Barb Schwientek seconded the motion and with no further discussion, the motion passed unanimously. S. CONSIDERATION_ OF_ANUPDATE _ON_THV MULLER_THEATRE _-CME!_L_OAN NO.- -002_-PREPAYMENT AND _STANDARD JIRON GMEF_CLOSING__ Tho EDA accepted the written agende,report. 6. CONSIDERATION__TO -REV I EW__ THE_ PRELIMINARY. _AND_._FINAL _CMEF, APPLICATION FROM_THE_APPLICANT. _THE_H-WINDOW COMPANY_., T The EDA .reviewed the preliminary and final application from the H -Window for compliance of the GMEF Guidellneo. zoA members inquired of the discrepancy in the percentage of ownership as listed the .preliminary application and the executive summary. With Mr. Lomas unable to attend the EDA ,*acting, Koropchek was to clarify this discrepancy. IPage 2 EDA MINUTES JUNE 15, 1994 Mr. Mosford reviewed the company's financial statements' and noted the company over a long term had a loss of $973,000, the Norewegian parent company had capitalized over $3 million of equity, and sales increased in 1993 to S3.5 million from $2.8 million in 1994. With the availability of funding from the parent company, Mr. Mosford questioned whether this was gap financing. CONSIDERATION TO APPROVE OR DISAPPROVE GMEF LOAN NO. 008 THP., H -WINDOW COMPANY. Based on a positive clarification of the ownership discrepancy, Barb Schwlentek made a motion to approve GMEF Loan No. 008 for the H -Window. The $50,000 loan for equipment at 5.25% fixed interest rate amortized over seven years. The GMEF loan fee of $750 payable at time of GMEF disbursement; the legal fees the responsibility of the applicant; the loan becomes null and void if not disbursed by December 15, 1994; the loan will share a first position with the SCREG or will be In second position on the equipment; the loan is subject to approval of the $250,000 SCERG; the loan disbursed from the UVAG fund; and the collateral, guarantees, and other condition requirements to be determined and prepared by the City Attorney. Clint Herbst seconded the motion and with no further discussion, the: motion passed 3-1. Yeas: Barb Schwlentek, Clint Herbst, and Ron Hoglund. Nays: Bob, Mosford. The EDA approved the loan because they determined it complied with the GME? Guideline*, new jobs were being created for the, community, and to ,promote the expansion of an existing business. Although the H -Window had been financed by the Norwegian parent company, members determined a financial gap was established when the SCERC was reduced from 8400,,000 to 5250,000 and the CMIP Board denied approval of the $100,000 loan because of foral gn-ownerahip. Mr. Mosford voted against the motion because he did not feel a gap existed in the financing. s. PROSPECT UPDATES: The EDA accepted the written information relating to the proposed financial paekagea for Fay -Mar and Royal Engineering. 9. OTHER BUSINESS. None. tPage 3 Q ❑ tEDA,•?MINUTES� o 0 JUNE 15, 1990 0 o o ❑ o o o Q o ❑ o o Q 10. ADJOURNMENT`— o Q o d C ,The; EDA imeet3ng a8j'ourned ,at 8,:50 p;�m'; ,011ie: Roropchak,Exec tive,o.Director. r ❑ O O O CE70 ° O �❑Q f�0 ❑ �o �Y o ❑ ❑ ❑ c: C ❑ ❑� � 0 0 �_ L_7c�n SSoQ�❑ q ❑ o oS.- 0 . p , ° 0o 6 o o � ❑ J0°❑ o d S ❑ ❑ ° ❑ ❑ 0 4 0 C2:2=-- `r� Pape 4 0 rim C � o ❑ O °❑c ❑ oo� oo °� ° ❑�Q - [�' p C ado 4 c ❑ 6Q o� o o ❑ 0 0 4�Q 4 ❑ 0 C51 .50 ❑ &:::P ° o ° ° 0 ° EDA AGENDA MARCH 7, 1995 3. 'Cons _iderat Ion- todiscuss for a�recommendation_to City Council the appointment_ of an_ED__Commiseioner. A. Reference -and --Background:., The EDA created by a City Ordinance is composed of seven members appointed by the Mayor and confirmed by the City Council. Two members shall, be members of the City Council and their terms shall coincide with their remaining term of office. Ail other commissioners shall be appointed for six year terms. Membership and expiration dates as of March, 1995: Ron Hoglund 12/95 Toni Perrault, Council 12/96 Harvey Kendall 12/97 Al Larson 12/98 Clint Herbst, Council 12/98 Barb Schwietek 12/99 Vacant Seat 12/00 At the' January 9 City Council meeting, Councilmembers appointed Councilmember Tom Perrault to fill the EDA seat vacated by the resignation of Patty Olsmn. Couneilmembere also -established a new, policy requiring appointed commise.ioners bu a resident of the City of Monticello, The residency require caerit is a phases -out process beginning with 1990, expiration terms. The only commissioner. affected for 1995 appointments was Bub 'Mouford. Under this policy, EDA Cbmmissiuner Huglund'would not be appointed in. 1996 because of the residency requirement. On February 27. Counellmembere elected not to interview candidates who applied for the BOA seat vacated by Mr. Moeford as two couneilmembers are members -of the commission. Council requested'ths commissioners interview and recommend a_ntme for appointment to the EDA. Official appointment by the Mayor and Council is planned for 'March 17'.. Thp !DA is rrgtteeted to cbonsider' the three candidates. interviewed and make a motion of recommendation. Paye 3 EDA AGENDA MARCH 7, 1995 B. Alternative Action-' 1. A motion recommending William Demeules be appointed to the EDA for a six year term ending in December, 2000. 2. A motion recommending Merrill Busch be appointed to the EDA for a six year term ending in December, 2000. 3. A motion recommending John Duffy be appointed to the EDA for a six year term ending in December, 2000. 6. A motion to table any action. 5. A motion to deny acceptance of the three EDA candidates. C. Staff Recommendation: No recommendation Is given at this time. Commissioners may be conscious of the candidate's knowledge of financial matters and long-term commitment to the City of Monticello. D. Supporting Data: Questions provided for interviewing. Page 2 EDA AGENDA MARCH 7, 1995 6. Consideration_to Elect 1995 EDA Officers_._ A. Reference and Background., In order to comply with EDA Ordinance Amendment No. 172, Section 2-3-.2: The Authority shall annually elect a president, vice president, treasurer, assistant treasurer, and secretary. The current list of officers are: President Ron Hoglund Vice President Barb Schwientek Treasurer Rick Wolfeteller Assistant Treasurer Secretary 011ie Koropchak Nominations will be made at the meeting; therefore, any EDA member unable to attend the meeting and doesn't wish to be re- elected or nominated, pleaue contact me. B. Alternative Action: 1. Call for nominations from the floor, cease nominations. and approve the nominations as elected 1995 EDA officers. 2. Table election of 1995 officers. C. Recommendation:_ It is recommended the 1994 officers accept nomination and eleution to their respective office. Nominations for assistant treasurer will need to come from the remaining members or the newly recommended appointee, CPig. 1 EDA AGENDA MARCH 7, 1995 ALI' Consideration to Review and Acc_pt the Year -End EDA Financial Statemente� Activity Report and —1-C—roposed_BuftEL Reference and Back round` In order to comply with EDA Ordinance Amendment No. 172, Section 2-3-6: The Authority shall prepare an annual budget projecting anticipated expenses and sources of, revenue. And B: The Authority shall prepare an annual report describing Its activities and providing an accurate statement of its financial condition. Said report shall be submitted to the City Council by March 1 of each year. Enclosed are the year-end statements, proposed budget, and activity report. The EDA will need to review for necessary revision and/or accept the statements/report. trags 1 MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY, GREATER MONTICELLO ENTERPRISE FUND (GMEP) Statement of Revenues, Expenditures and Changes. in Fund Balance For the Year Ended December 31, 1994 HEMEMS Appropriations - 1994 Liquor Fund -0- 1994 UDAG -0- Interest Income - Notes $ 18,493.53 Interest Income - Investment (est.) $ 2,948.00 Loan Fees $ 1,125.00 Miscellaneous S 1.175.00 10 - ::--iu : . Legal Fees Service Fees Int. Adjustment - Notes TOTAL EXPENDITURES Excess of Revenues Over Expenditures FUND BALANCE - Beginning of Year FUND BALANCE - End of Year $ 540.00 $ 140.00 L n $ 23,741.53 S 680.00 $ 23,061.53 tr,36. 814 AR 9659.5659 875.61, MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY GREATER MONTICELLO ENTERPRISE FUND (GMEF) Balance Sheet December 31, 1994 ASSETS. Cash in Bank $159,584.73 Notes Receivable - Tapper, Inc. $ 78,583.71 Notes Receivable - Muller Theatre -0- Notes Receivable - SMM, Inc. $ 46,708.86 Notes Receivable - Aroplax Corp. $ 63,071.52 Notes Receivable - Custom Canopy, Inc. $ 40,382.69 Notes Receivable - Standard Iron $ 71,544.10 Appropriations Receivables - 1994 Other $100,000.00 1994 Liquor Fund 5100.000.00 TOTAL ASSETS FUND-== Al `+.•vrd Balance Reserved for Participation Loans (Economic Development) TOTAL LIABILITIES AND FUND EQUITY t 1 Cash in Bank MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY GREATER MONTICELLO ENTERPRISE FUNU (GMEF) Balance Sheet December 31, 1994 ASSETS Notes Receivable - Tapper, Inc. Notes Receivable - Muller Theatre Notes Receivable - SMM, Inc. Notes Receivable - Aroplax Corp. Notes Receivable - Custom Canopy, Inc Notes Receivable - Standard Iron Appropriations Receivables - 1994 Other 1994 Liquor Fund TOTAL ASSETS FUND EQUITY Fund Balance Reserved for Participation Loans (Economic Development) TOTAL. LIABILITIES AND FUND EQUITY t $^09,584.73 S 78,583.71 -0- S 46,708.86 S 63,071.52 S 40,382.69 S 71,544.10 51001000.00 51001000.00 $709.875.6] 5709,875.6] $709 ,875_6_1_ MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY GREATER MONTICELLO ENTERPRISE FUND (CMEF) Statement of Revenuer, Expenditures and Changes In Fund Balance For the Year Ended December 31, 1904 REVENUES Appropriations - 1994 Liquor Fund -0- 1994 UDAG -0- Payback Note -- Muller Theatre $ 50,000.00 Interest Income - Notes $ 18,493.53 Interest Income - Investment (est.) S 2,948.00 Loan Fees S 1,125.00 Miscellaneous 1,175-00 TOTAL REVENUES EXPENDITURES Legal Fees Service Fees Int. Adjustment - Notes TOTAL EXPENDITURES Excess of Revenues Over Expenditures FUND BALANCE - Beginning of Year FUND BALANCE - End of Year 0 540.00 140.00 $ 73,741.53 680.00 73,061.53 ,^,636,914.08 $709 875.61 MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY GREATER MONTICELLO ENTERPRISE FUND (GMEF) 1995 Cash Flow Projection BEGINNING CASH BALANCE, January 1995 $209,584.73 RECEIPTS Appropriations, Expected - Liquor Fund 5100.000.00 UDAG S 50.000.00 SCREG-Aroplax S 50,000.00 Notes Amortization Payments - Tapper Inc. (5736.07 Mo.) 8-07 S 8.832.84 Muller Theatre -0- SMM, Inc. ($316.32 Mo.) 12-97 5 3,795.84 Aroplax Corp. (51,241.73 Mo.) 12-99 S 14,900.76 Custom Canopy, Inc. ($269.03 Mo.) 6-98 5 3,228.36 Standard Iron ($795.49 Mo.) 7-01 S 9,545.90 Interest Income - Investment 5 31000.00 Loan Fees $ 2.250.00 Miscellaneous S 1,300_00 TOTAL RECEIPTS $246`853_10 ? TOTAL BEGINNING BALANCE AND RECEIPTS S45G,438.43 EXPENDITURES GMEF Loans - H -Window S 50,000.00 rapper, Inc. 0 50,000.00 Other 5100.000.00 Legal Fres S 11000.00 Service Fees S, _ 150_00 TOTAL EXPENDITURES x.01 -_I50.00 EXPECTED CASH BALANCE, December 1995 $255,288.43 f 1904 ANNUAL ECONOMIC DEVELOPMENT AUTHORITY ACTIVITY REPORT 1. MEETING DATE SUBJECTS Annual Meeting EDA officers elected for 1994: held 1-26-94. President - Ron Hoglund Vice President - Barb Schwientek Treasurer - Rick Wolfsteller Assistant Treasurer - Bob M.osford Secretary - 011ie Koropchak Accepted EDA 1993 Year -End Financial Statements and Activity Report. All existing GMEF loan paybacks are current. 6-15-94. Defined Appropriations on the EDA Balance Sheet as monies available not received. EDA Sources of Funds are the Liquor Fund. GMEF Cash Balance, UDAG, and SCERG. Annual maximum GMEF Appropriation is $200,000. Modified the GMEF Guidelines amending NON-PERFORMANCE provision from 120 days to 180 dayo and incorporating a LEGAL FEE q provision: Reaponoibility of the GMEF applicant. Reviewed the preliminary and formal GMEF applicationa from the H -Window Company. Approved the H-WIndow-GMEF Loan No. 008 for ;,50,000 at 5.254 fixed intereot rate and amortized over 7 years for eyulpment. Diacusoed potential GMEF applicants: Fay -Mar Metal Fabricators, Inc. and Royal Engineering & Manufacturing, Inc. C, EUA AGENDA MARCH 7, 1995 6. Consideration to Review Year-end Fund Balances of the GMEF, UDAG, and ERG. A. Reference and Background: All GMEF loan payback payments are current as accounted for in the 1994 year-end statements. The $50,000 Muller Theatre GMEF Loan No. 002 was paid -in -full in June, 1994. The approved $50,000 H --Window Company GMEF Loan No. 008 was not disbursed in 1994 and became null and void in early 1995. The 1993 approved 575,000 Standard Iron GMEF Loan No. 007 was disbursed in July. 1994. Copies of the UDAG-FSI and SCERG-Aroplax fund balances arc enclosed. The payback payments are current and the fund balances are available for use by the EDA. The 1994 awarded $250,000 SCERG-H-Window Loan has not closed. The $250,000 SCERG and $100.000 CMIF-Standard Iron loan payback payments are current as accounted in the 1994 year-end statements. Remember, this SCERG was awarded to Wright County for a loan to Standard Iron. The EDA receives $1,000 annually from Wright County to administer the SCERG loan and $15 and $10 per month to service the SCERG and CMIF IOan G, 7 respectively. CPage 1 ECONOMIC DEVELOPMENT AUTHORITY FUND (EDA) FINANCIAL. REPORT March 7, 1995 GMEF Loan 001 - Tappers: $88,000 at 8% amortized 20 years: balloon 7 years. GMEF Loan 002 - Muller Theatre: $50,000 at 8% amortized 20 years: balloon 5 years. GMEF Loan ON - Barger's: $50,000 at 4.5% amortized 20 years: balloon 5 years. GMEF Loan 005 - Schoen's: $85,11011 at 6% amortized 7 years. GMEF Loan 006 - Birkeland: $42,500 at 4.5% amortized 20 years: balloon 5 years. GMEF Loan 007 - Demeules: $75.000 at 5% amortized 7 years. ORIGINAL LOAN PRINCIPAL PAID INTEREST PAID BALANCE REMAINING Tapper/Genereux (1990) $88,000.00 $9,416.29 $29,595.30 $78,583.71 Muller/Monti Theatre (1990) $50,000.00 $50,000.00 $13,639.95 $0.00 Barger/Suburban (1992) $50,000.00 $3,291.14 $4,616.85 $46,708.86 Schoen/Aroplax (1992) $85.000.00 $21,928.48 $9,114.77 $63,071.52 Birkeland/Custom Can (1993) $42,500.00 $2,117.31 $2,994.26 $40,382.69 Demeules/Stand Iron (1993) $75,000.00 $3,455.90 $2,112.53 $71,544.10 TOTALS $390,500.00 090,209.12 $62,073.66 5300.290.88 Docombor 31, 1994 EDA.WK1: 03103/95 GREATER MONTICELLO ENTERPRISE FUND (GMEF) LOANSTATUS 1_ March 7, 1995 Economic Development Authority (EDA) was created in 1989. APPROVED LOANS Tapper/Genereux (1990) $88,000.00 Muller/Monti Theatre (1990) $50,000.00 Barger/Suburban (1992) $50,000.00 Schoen/Aroplax (1992) $85,000.00 Birkeland/Custom Canopy (1993) $42,500.00 Demeules/Standard Iron (1993) $75,000.00 TOTAL APPROVED LOANS December 31, 1994 LOAN DISBURSEMENTS Liquor Fund: 1991 to Tapper $73,000.00 1992 to Suburban $50,000.00 1992 to Aroplax $65,000.00 1994 to Standard Iron $75,000.00 Total Liquor Fund $263,000.00 UDAG Fund: 1991 to Tapper $15,000.00 1991 to Muller $50,000.00 1992 to Aroplax $20,000.00 1993 to Custom Canopy $42,500.00 Total UDAG Fund $127,500.00 TOTAL LOAN DISBURSEMENTS December 31, 1994 A GMEF.WKt: 03/03/95 $390,500.00 $390,500.00 URBAN DEVELOPMENT ACTION GRANT (UDAG) - FSI FINANCIAL REPORT March 7, 1995 Payback began in January, 1988 for 12 years ending in January, 2000. Annual principal and interest payback total is $27,971.40. GRANT TOTALS ORIGINAL PALL 9EMAtWMG Principal $256.957.71 $140,730.78 $116,226.93 Interest $78.699.09 $57,399.97 $21,299.12 TOTAL $335,656.80 $198.130.75 $137,526.05 REVENUEC Principal Payback $140,730.78 Interest Payback $57,399.97 Interest Income - Investment: 1990 $3,562.62 1991 $8,593.59 1992 $8.436.32 1993 $7,918.92 1994 (est.) $3,901.00 Transfer from GMEF - (company) Transfer from GMEF - (company) TOTAL REVENUES $230,543.20 EI(P_ENDJTURES 1991 Transfer to GMEF $65,000.00 1992 Transfer to GMEF $20,000.00 1993 Transfer to GMEF $42,500.00 TOTAL EXPENDITURES $127,500.00 FUND BALANCE FOR ECONOMIC DEVELOPMENT $103,043.20 Docombor 31.1994 UDAG. WKt : 03/03195 SMALL CITIES ECONOMIC RECOVERY GRANT (SCERG) - AROPLAX FINANCIAL REPORT March 7, 1995 Payback began in December, 1992 for 7 years ending in November, 1999. Annual principal and interest payback total is $29,801.40. First $100,000 principal payback ends January, 1997. GRANT TOTALS Grant must be expended by December 31, 1994, up to $170,000 EXPENDED: $116,556.75 ORIGINAL PAID flEMA1NING Principal $170,000.00 $50,115.40 $119,884.60 Interest $37,969.92 $11,970.95 $25,998.97 TOTAL $207,969.92 $62,086.35 $145,883.57 TOTAL EXPENDITURES Jan.19U GMEF STATE Principal $170,000.00 $100,153.60 $69,846.40 Interest $29,634.75 $23,659.34 $5,975.41 TOTAL $199,634.75 $123,812.94 $75,821.81 Grant must be expended by December 31, 1994, up to $170,000 EXPENDED: $116,556.75 1993 $16,996.18 1993 7 $12,356.59 1993 $4,021.10 1/18/94 $15,132.50 4/13/94 $4,936.88 7/20/94 $170,000.00 t REVENUES Principal Payback $50,115.40 Interest Payback $11,970.95 Interest Income • Investment: 1993 $1,061.92 1994 (est.) $1,256.0 TOTAL REVENUES $64,404.27 EXPENDITURES Transfer to GMEF $0.00 TOTAL EXPENDITURES $0.00 FUND BALANCE FOR SMALL CITIES GRANT Oocombor 31, 1994 SCERO•A. WK 1: 03/03/95 $64,404.27' SMALL CITIES ECONOMIC RECOVERY GRANT (SCERG) - STANDARD IRON FINANCIAL REPORT March 7, 1995 Payback began in July, 1994 for 7 years ending in June, 2001. Annual principal and interest payback total is $33,306.12. Grant must be expended by December 31, 1994, up to $250,000. EXPENDED: BEVENUES Loan Payback Grant Administrative Fee Interest Income - Investment: 1994 TOTAL REVENUES 4 EXP_ENIX URES Reimbursement to Wright County Transfer to GMEF TOTAL EXPENDITURES R $250,000.00 8/18/94 FUND BALANCE FOR SMALL CITIES GRANT December 31, 1994 SCERO•SI.WK 1: 03/03/95 $19,428.57 $1,000.00 $0.00 $20,428.57 $19,323.57 $0.00 $19,323.57 .._. $1,105-00 111 CENTRAL MINNESOTA INITIATIVE FUND (CMIF) - STANDARD IRON FINANCIAL REPORT March 7, 1995 Payback began in July, 1994 for 7 years ending in June, 2001. Annual principal and interest payback total is $13,322.52. EXPENDED: $100,000.00 1994 $100,000.00 REVENUES Loan Payback $7,771.47 Interest Income - Investment: 1994 $0.00 TOTAL REVENUES $7,771.47 EXPENDITURES Reimbursement to Wright County $7,701.47 Transfer to GMEF $0.00 TOTAL EXPENDITURES $7,701.47 FUND BALANCE FOR CENT MN INITIATIVE FUND December 31, 1994 CMIF•SI.W K4: 03/03/85 $70.00 EDA AGENDA MARCH 7, 1995 7. Conside_ra_ti_on of_ a_n_update__cn GMEF._Loan No. 008 for t__he H-_ window. Reference and Background: On June 21. 1994, Koropchak reported she contacted Mr. Lemme regarding the ownership percentage discrepency on the preliminary GMEF application and the executive summary. Mr. Lemme indicated that most recently the Norwegian ownership percentage changed as Spilka International and Beckman became larger shareholders as they bought out a percentage of Fjerdingstad. The EDA approved GMEF Loan No. 008 for the H•Window Company on June 15, 1994. The approved $50,000 equipment loan had a fixed interest rate of 5.25% and amortization of seven years. The loan became null and void on December 15 if monies were not disbursed. On June 27, the City Council ratified the EDA's loan approval. On December 15. the EDA approved the extension of the GMEF disbursement date to January 15, 1995. Loan No. 008 became null and void as of January 15 because under the circumstance of now information; Korochak felt the EDA needed to be t informed prior to another extension date approval. Initially it was thought that the $250,000 Small Cities Economic Recovery Grant (SCERC) to the City of Monticello would be from State dollars. However, upon the suggestion of the State and agreement of the H -Window, the $250.000 Crant was to be funded by Federal dollars. This is an advantage to the City as the City retains the full $250,000 principal and interest payback; however, the company is subject to stricter levels and accountability of jobs available to and filled by minorities and low/moderate incomes. A copy of the May Id. 1094 grant, terms and conditions were submitted to the H -Window and thereafter revised. The grant award letter was received August 17. 1994 and a copy of the executed grant agreement was received November 9. 1994. Grant monies must be dloburged by the middle of June, 1995. In December and upon Attorney Weingarden's preparation of the closing loan documents for the 9CERG and the CMEr, it became apparent that the H -Window owed back payments of $260,000 Plus Interest on the Norwegian Industrial Fund. Forgiveness of the default interest is under negotiation; however, payment of the Page 1 EDA AGENDA MARCH 7, 1995 loan principal is due. The State requested $300.000 equity and the execution of the Standby Agreement from the Norwegian Industrial Fund shareholders. It is my understanding, the State will now accept an annual letter of credit in the amount of $300,000 from the Christiana Bank of New York as collateral for the State Grant and GMEF. Mr. Steve Lemme has received a verbal "yes" from the New York Bank and hopes to have an official response by Wednesday, March 1, 1995. Mr. Lemme will be out-of-town after March 1. If the letter of credit is issued, the EDA will reconsider the loan application for approval of GMEF Loan No. 009. As an EDA member, please be remindful of the importance of 'confidentiality'. L CPago 2 EDA AGENDA MARCH 7, 1995 Other Business: W)- Tapper's _ Inc. expansion - Bill and Barb Tapper plan to expand Genereux Fine Wood Products by 18,000 sq ft this summer. Enclosed is a copy of the uses and sources of funds for the $700,000 expansion project. The original TIF budget modification has been approved to increase the expenditures and the Amended and Restated Assessment Agreement has been filed at the County recording the increased estimated market value. The SBA and bank applications are in progress and the developer is working on building and site plans. You will note the Tapper's are requesting a $50.000 loan from the EDA. The Tdpper's were awarded a $88,000 GMEF Loan in 1990 at 8% interest rate amortized over 20 years with a balloon payment of $70,989.16 due August 13, 1997. The loan payback is current and as of December 1096, the remaining principal balance waa $78,539.87. Although It id premature to formally consider this load request, does the EDA object to approving a second loan withuut prepayment of the firut loan? Assuming, the company's revenue demonstrates the availability to cuvur all debt both current and due to the expansion. what are the EDA's thoughts? Pape 1 .r GREATER MONTICELLO ENTERPRISE 250 EAST BROADWAY MONTICELLO, MINNESOTA PRELIMINARY APPLICATION FOR LOAN APPLIC;NT: Tappers, Inc. FIRM OR TRADE NAME: Genereux Fine Wood Products A Westlund Distributing BUSINESS ADDRESS: 212 Chglsea Road. MonticellQ, MN 55362 (i s Street) (City 6 State) (Zip Code) TELEPHONE: BUSINESS ( )612-295-4222 HCHE ( 1612-473-7919 DATE ESTABLISHED: business purchased 1984 EMPLOYER I•D•1:41-1470393 SOLE PROPRIETOR X CORPORATION PARTNERSHIP MANAGEMENT NAME TITLE OWNERSHIP B William R. Tapper President 506 Barbara R. Tapoer §ecretary 508 Lance Hartkoof General (Aanager SGenereux) 08 John Gammel General Manaqer (Westlund) 08 PROJECT LOCATION: Lot 4, Block 2 Oakwood Industrial Park NEW BUSINESS X EXISTING BUSINESS TOTAL PROJECT COST ESTIMATE: 9709.Onn PROPOSED USES: LAND $ EXISTING BUILDING CONSTRUCTION 500,000 MACHINERY CAPITAL 165,000 WORKING CAPITAL OTHER 44,000 TOTAL USES $ 709.000 PROPOSED BEGINNING DATE: ---.Ar. 4 i iooa ESTIMATED COMPLETION DATE: tnly 1995 RECUEST• AMOONP OF LOAN 50.000 MATURITY A TERMS REQUESTED 5/6! APPLICANT'S EQUI:'Y 30.000 (TIF) LOAN PURPOSE suildino A Equip. TITLE TO PROJECT ASSETS TO BE HELD BY: _ OPERATING ENTITY _.jL ALTER EGO PARTICIPATING LENDER:ttn Ban"gntirolln. MN RRA ? ftNur r ees r ( 1E 52 ortWCt Person (Telepnon PRESENT ; OF EMPLOYEES: PROJECTED 1 OF E4PLOYEES65 ADDITIONAL PROJECT INFORMATIO : 94n�icant ootentisl for oroductivity growth. � APPLICANT SIGRIA. , - i '` DATE SIGNED: �� t PUBLIC RESOURCE r GROUP, INC. t Marketing, Development & Finance Specialists TO: 011ie Koropchak Economic Development Director FROM: Leonard P. Kirscht DATE: October 4, 1994 aZ SUBJECT: Expansion Project Pursuant to our meeting of September 13, 1994, 1 have prepared a preliminary finance structure to facilitate the expansion of Tappers, Inc. This structure utilizes upfront tax increment financing assistance and Greater Monticello Enterprise Funding, in a subordinated position, as the necessary equity investment to leverage the Bank and the SBA financing. As we discussed, the estimated uses of funds for this project are as follows: New Construction (18,000 square fat) $590,000 Equipment 95,000 Soft Cost/Contingency 15.000 TOTAL USES OF FUNDS $700,000 I 4205 Lancaster Lane North-* Suite 1100 • Minneapolis. Minnesota 55441 • 1612) S50•i9i9 ♦ 012) 550.92:1 Fox ` r Based on these uses of funds, 1 recommend that we pursue the fixed asset portion of the funding as follows: -� —SQURgES OF FUNDS Bank (ARM, 20 years, Ist) $340,000 SBA 504 (845, 20 years, 2nd) $>✓ 280,000 Equity GMEF (6%, 20 year amort., 3rd) 50,000 Up front TIF Assistance 30"000 TOTAL SOURCES OF FUNDS $700,000 Assuming that the adjustable rate mortgage related to the bank financing averages 9.5%, the monthly and annual debt service and the corresponding cost/square foot have been estimated as outlined below: Bank (Avg. 9.5%) $3,170 SBA 504 $2,340 GMEF LIN a TOTAL MONTHLY $5,870 TOTAL ANNUAL ' $70,440 COST/SQUARE FOOT 33.90/SF Including Equipment This finance structure involves no money down from the company and assumes the pledge of excess equipment, valued ai S90,000+, to the SBA. In addition, I would anticipate that Tappers' debt -to -worth ratio, after this transaction, in no greater than 3: I. I have invited Deborah Gustafson of Bridgewater Financial Group to join us so that we may develop a financing strategy and schedule to proceed with this project. dp z 250 East Broadway P. O. Box 1147 Monticello, MN 55362.9245 Phone: (612) 295.2711 Metro: (612) 333-5739 Fax: (612) 295.4404 February 22, 1995 Dear EDA Coimelosioner: Enclused is a copy of the EDA agenda planned for Tuesday, March 7. 1095, 7:00 p.m., at the City Hall. Thiu letter is an ❑dvaneed notice of the meeting date and a complete agenda will be walled to you prior to the March 7 meeting. It Is planned that EDA candldstew and Parke Commission candldatew will be Interviewed and appulnted by City Cuuncll on March 13, 1095. AlWo enclusud fur your Information is a copy of the letter written to Mr. Morford and a reopunoe frum Mr. Mooford. Please notify ate at 295.2711, if yuu are unable to attend the March 7 intieting. 91ncerely, ECONOMIC DEVELOPMENT AUTHORITY IN AND FOR THE CITY OF MONTICELLO V Q.g,.:- K 011io Koropchak Executive Dlrector ce: File Page 12-Monticello (Minn.) Times, Thursday, Jan. 26, 1995 state of Mlmlesbts Office of the SECRETARY OF STATE CERTIFICATE r CER E AMENDED STATE /area I ASSUMED NAME Pursuant to CI ASSUMED D Pursuant Chapter 333, Minnesota Statutes. the unci ®� I $tortes. the urderslgneO, wsro Is win conducting or in i ci 9 m 1 Conducting m busnderess Pubic un r dna In the $IaIB Of Minne901a ander an Under An 055um• In Minnesota assumed name. hereby Certifies' ties: I_ The assumed name under which 1. The assume - the business Is or will be conducted is the business is n aa lty Tradesmen Construction Pine Port n, Outfit PUBLIC NOTICE eslits 2, a address of the principal place 2. The stre01 01 business 15 or will DB 4671 1491h SI Inca of Ousln, Drive, t ECONOMIC DEVELOPMENT N W., The 55362.y J. The 55382. AUTHORITY (EDA) VACANCY name and address of all poo- o d a dress bons conductingAsmem puniness under the 3. The —me n e0ove Assumed Nemo. Note: If the sons conduclint The Cit of Monticello is taking applications from cit City g pp Y business owner Is a corporation, you above A99Um or must list the legal corporate name and business owner residents interested in serving on the EDA. Individuals list thei legi the legal registered oMca of the torpor must list the lepf interested in serving on this commission can obtain an ration. thrt Scor Foley. 4671 140th St. N.W., G1eg0ry V. application or more information at city hall or by calling IS, Clearwater, MN 59320 St., MMonticell0. 1 011ie at 2952711. Applications will be accepted until Stacey Foley. 4671 140th Of N.W., Knowlton, 29 Foe February 10, 1995. Y Clearwater, MN 55320 MN 55362. 4 This Certificate Is an amendment of Dates. Juno Certificate of Assumed Name num or Signed'. OrepOr _ 0145657 filed with the Secretary of STATE OF MILAN Stale On May 20. 1994, under the name COUNTY OF WR Ouali Tradesman Construction The lorugoir PUBLIC NOTICE S 1 eenlly that I em aultrodzed to ase acknowledged or PARKS COMMISSION VACANCY We this amendment and I furthertens 1994. by Gregory M that I understand that by tlgninp the Pine Partners, tie Barbara J. Schee rhe City of Monticello is laking applications from city amendment. 1 am subject to penal. ties of perjury as eel forth In Section (Jan, 26. Feb, 2. residents interested in serving on the Monticello Parks 609 48 as If f had signed this amend manl under oath Commission. Individuals interested in servingon this com• Dated. 10.5-94 Signed', Ste cy Fao ,Owner , mission can obtain an application at city hall or by calling (Jan 26, Feo. 7, 199) Wanda at 295.2711. Applications will be accepted until AGREEMENT-RESOLUTION NO, 191 February 10, 1995. TOWNSHIP OF SILVER CREEK WRIG14T COUNT An agreement granting Mlnnegasco, a division of N, Delaware corporation, Its successors and asalgns, the tigh repair end maintain facilities and equipment for the transportsale of pas energy for public and "ale use and to use if NOTICE OF PUBLIC HEARING Township of Silver Creek, Minnesota for such purposes, Nonce Is hereby given that public howings will be held by the City of Monbcollo terms and conditions thereof Planning Commission on Feb 7, 1995. at 7 p m., In the Montrcueo City Holl to con 114E TOWN DOARD OF SILVER CREEK ORDAINS, Sidor the fonowlm manors: SECTION I. DEFINITIONS, The following terms shall moan PUBLIC NEARING: Consideration of amendments to Chapter 3 'General Provisions of the Monticello Zoning Ordinance, The pro. 1,1, Mlnnegnsco, a division of NorAnt Energy porallon, t�essor@ %no assigns, posed emandmonl adds language regulating 'Polo building' conshuc• 1,2, UAL Natural pas, manufactured pas, mlrturo of not eon APPLICANT: Monticello Planning Commission Written testimony be accepted NI twed as on other forms of pas snorgy I.J. itzyy7I7DID.�gB7L.Ogiff,jT�M.S-r�a[h. Th 0. forme Town and oral wilt on above subjects, and persons duslrl 10 be heard on referenced anbject will be hoard a1 ths mooting lownshlp o 81Ner rook, 1 oar o7 the of Silver Cie. Town Of Silver Crook NQ, Decisions of the Planning Commission will be subject to the approval m 1,4,P1rb11aQIQ10 All s0relf, aneye puDllc wins. utilnT d^nin of the C1 Coundl and writ be heard on Monday, rob. 13, 1995, at 7 p m., a1 the Monticello Cryty 14NI, -Gary Anderson, Zoning Administration grounds 0 Iho ownslrlp as to which r1 has the right to grant l SECTION 2. AGREEMENT QENERALLv. 2.1 Thera Is hereby to the C (Jan 2y 6 rob, 2. 1995) • Qt4nLqLfta=fUTi granted 20 years, the fight to Import. transport, distribute and sell gr NOTICE OF PUBLIC NEARING use In the Township, and fa these purposes to construct, of Nobcs Is hereby given that public hearings will be hold by the CityofMonaceno ^ In, on, over, under and across the Public Ground a In. Planning Commission on Fob 7, 1995, el 7 p.m., In are Monticello City Hall to con, and egrrlpmem used In connection thoiewlth, and to do all 1 elder the loeewmQ matters; lv eery or customary In the accaOpushm0nl Of those Oblodss nonces. other applicable mdmences, permit procedures, cu PUBLIC H[ARINO: Consideration of amendments to the Monlicello Zoning Ordinance establishing buffer yard standards for the pwpuor of sepwO6n0p rssldentist, commardal and Industrial land uses, the provisions of this agreement 12, [RpCllyp.QDtp TMs agreement Shap be In force and APPLICAN f, klanbenao Planning Commission passage end publication as required by law, W4den and ora testimony win be accepted on above subjects. end all persons 2.3 I',IIDll IgflEtganaa. The onto Of Publication of deskin to be head on referenced subjects will be heard at this mossng NO Decisions of the Planning CommleslOn will w subject to IN approval m paid by o ompany 2 4 �9:DlQL tl IM ComOmry Is In deleUll In the Denmmor ef this let mate then 00 days Alla rocnAmp O. 01 the City Co u cil end win be heard on Monday, Fab, 13, 1005, at 7 p m , e1 agreement To—Nil Ot such default, the Town Board may, by resolut the Mm11c^llo CIN Ifall -Gar Anderson, Zoning Administration planted relader to Ilia Company The notice of default she (Jan. 26 a Feb, 2, 1095) goodly the provisions of this ag le Gel undw which the deli Me basis therefor. Such noun shall be served on Ire Carp are to offkm thefea NOTICE OF PUBLIC HEARING notice an a11b 0 place of I � IM Cornparly a N dot" as 10 any on IN' operon Notice Is hereby gknn that publle M"s will be held by the City a Momleello Feb. 7, H Monticello CIN " Owl arm reasonable notice to IM Company rub the failu a of th Flaming Commission on 1095, at 7 p. m., au Hall to con M4rA within a ressanable time, Isom such action as they, b edw Ura Ioso'n meflnP PUBLIC .?r Consideration ^1 a preliminary plat request for to to abate me condition commit Dy the dot". and the compa Passe V, Cardinal Hills residential sWdMslon plat, watch Is 0 34 lot 0u Township to, All la renewable cost, residential subdivision located directly east of phases III and IV of Nothing n Isis section SRN bar Ou tompMy Rom end Cardinal HMIs residents) suladlvislonr, Location Is Mat Pmt a the north dam aur a default has peened In Vs event of dtagrseme half of the BW 114 OI the BW 114, of Section 13. Towmshlp 121, Range a defalA, the burden of Orovug the default shall be on the 1 29, In pu d of Moni calu SECTION 9 CONDITIONS OF USE APF In Nr'Vr.l„w n1,•r ..__ . ., .- .,. .... ..... . ..... 250 East Broadway P. 0. Box 1147 Monticello. MN 55362.9245 Phone: (612) 295.2711 Metro: (612) 333-5739 Fax: (612) 295.4404 Mr. Bob Mosford Mosford, Barthel & Company, CPA 305 Cedar Street Suite 201 Monticello, MN 55362 Dear Mr. Mosford: January 24, 1995 On behalf of the City of Monticello and the Economic Development Authority (EDA), 1 wish to thank you for serving on the EDA. The January 9, 1995, City Council policy decision requiring appointed commissioners to be a resident of the city coma as a surprise to staff members. The Council's deeioiou woo not basad on the performance of a commisoloner but woo a decision based on the increased number of individuals applying and willing to run for a city elected at, appulnted positions. The reoldency requirement allows city residents a greater opportunity to serve within the boundaries of the city taxing jurisdiction. The residency requirement Is a phased -out process beginning with 1994 expiration terms. Again, the Council did not base their decision on performance and expressed both regret and gratefulness for the individuals who have willingly served no a commissioner and volunteer. Again. Bob, 1 want to thank you for serving as a charter member of the EDA: your field of expertise In budgeting, accounting, and financing was a real asset to the EDA. C Mr. Mosford Januar•; 24, 1995 Page 2 Also. I have on record your expressed Interest to serve an other city or community organizations or committees. With warm regards, ECONOMIC DEVELOPMENT AUTHORITY . IN AND FOR THE CITY OF MONTICELLb 011ie Koropchak Executive Director CC: Rick Woltateller, City Administrator EDA File ✓ C February 6. 1995 Mr. Brad Pyle, Mayor City Council City of Monticello Box 1147 Monticello, HN 55362 Dear Mayor 6 Council: The decision of the January 9th council meeting with respect to a residency requirement for appointed commissioners came as a real surprise to me as well as others. Since I had been asked about serving another five year term by the EDA committee, and was agreeable to such appointment, I think the Council's unilateral decision was not only inappropriate, but in very poor tastal Apparently the Council does not consider common courtesy to be an attribute worthy of their consideration. I would like to suggest that not only should the Council inform the commissioner of their thinking on the issue prior to their public decision, but they should also seek that commissioner's response and input (to any nothing of the city staff). Perhaps it would also be appropriate to thank that {( commissioner for his or tier service prior to announcing such n decision! The logic of Council's decision is apparently based on the number of city residents applying for appointed positions. Since the Council's decision was not based upon a recommendation of the city staff, who then has tabulated and documented these npplications7 Might I suggest that there is perhaps a significant difference between those who say they are interested in public service, and those who show up to do their job. Perhaps the Council, before excluding non-residents from consideration. should request a formal application from all interested parties within the "Community" and let the commissioners and city staff select the membership based upon qualification and actual level of interest. Webster's definition of the word community Se "a group of people living together and having interests, work, etc. in common". Perhaps the Council's idea of "community" is too narrow. The community in made up of many talented people, several of whom may have the time and inclinetlun to be involved in public service. Perhaps many of these people consider "Monticello" their home, where they live. worship, go to school. shop and recreate. Perhaps some of these people also own businesses slid employ people within the city. and have a real "community" interest whether they snide In the city or notl Sincerely, Robert W. Hanford Certified Public Accountant, PPS Im PUBLIC NOTICE Pursuant to the provisions of Minnesota Statutes 471.705, a special meeting of the MONTICELLO ECONOMIC DEVELOPMENT AUTHORITY is hereby scheduled for the following time, dale, and place: TIME: 7:00 P.M. DATE: WEDNESDAY, JUNE 15, 1994 PLACE: MONTICELLO CITY HALL, COUNCIL CHAMBERS SUBJECT: 1. CONSIDERATION TO REVIEW THE PRELIMINARY AND FINAL CHEF APPLICATION FOR APPLICANT, THE H -WINDOW COMPANY. 2. ' CONSIDERATION TO APPROVE CMEF LOAN NO. 008 FOR THE H -WINDOW COMPANY. 1