HRA Agenda 02-03-1988i
AGENDA
MONTICELLO HOUSING AND REDEV%OPMENT AUTHORITY MEETING
Wednesday, Februa 8; 1988 — 7:00 AM
City Hall
Members: Chairperson Ren Maus, Lovell Schrupp, Ben Smith,
Al Larson, and Everette Ellison.
1. CALL TO ORDER.
2. APPROVAL OF THE JANUARY 6, 1988 AND THE JANUARY 26, 1988 HRA
MINUTES.
3. UPDATE ON THE NEGOTIATIONS FOR TAX INCREMENT DISTRICT t2 PARCELS
FOR A POSSIBLE ELDERLY HOUSING PORJECT 92.
4. NOTIFICATION OF MEETING AT THE SENIOR CITIZEN'S LOUNGE.
S. RECAP OF 1988 MONTICELLO TAX INCREMENT DISTRICTS.
6. OTHER BUSINESS.
7. ADJOURNMENT.
i
MINUTES
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY SPECIAL MEETING
Tuesday, January 26. 1988 - 12:00 NOON
Monticello Country Kitchen
Members Present: President Ken Maus, Vice President Lowell Schrupp,
Ben Smith. Al Larson, and Everette Ellison.
Koropchak called a HRA special meeting for direction from the
committee since another developer had contacted the HRA office
for available assistance of Tax Increment Financing for a
low to moderate income elderly housing project.
Koropchak informed the committee of 1) Metcalf and Larson's
proposed development for a 24 unit elderly housing project
on the southwest corner of City Block 51. The project can
materialize with or without the acquisition of the Jones'
property if negotiations are unsuccessful. With the appraisals
completed by St. Cloud Appraisal, Inc. , Stelton's property,
Market Value of $15.500.00 and Monti Truck Repair's property,
Market Value of $17,500.00. The described area is zoned B-4
and would require amending the zoning to PZM by the developer.
2) David Hornig. developer of a proposed 40 unit elderly housing
project and three 12 unit low to moderate income family units
on the Lucius Johnson property near the Monticello Mall. This
property outside the Central Monticello Redevelopment Plan boundaries
eliminates the use of TIP. 3) Professional Planning and Development
Cumpany of North Mankato has requested the possible use of
TIF to acquire the Eck property along Cedar Street and across the
street from the Roindance Properties Project for a proposed
development of two 24 elderly housing unite or four 12 elderly
housing units.
Ken Maus informed the committee that preapplicatlon deadline for
FmHA loans is March 1, 1988. Koropchok was aware of Mr. Hornig's
plan approval on the Planning Commission Agenda for February 9,
1988. If the HRA's goal is to proceed with the elimination of
a blighted area on Block 51 then negotiations with involved
property owners should be initiated and a request for rezone made
preferably fortho February 9th Planning Commission meeting since
they meet only once a month, and the Minnesota Statutories request
a two week publication notice for a public hearing.
A motion was made by Bon Smith that the HRA make the development of
Block 51 it's first choice to assist an elderly project with TIP
based on 1) this area had been earmarked by the HRA as a primo
concern for some years. 2) it's In the created Redevelopment
Tax Increment District 02, 3) it eliminates blight, and 4) it would
help create pedestrian traffic for the retail /commoricaI
businesses. The motion was seconded by Everette Ellison, with
no further discussion, the motion passed 5-0. If this project is
unforeseeablo. the HRA would consider assistance to the Professional
Planning and Development Company.
HRA Minutes - 1/26/88
Page 2
Everette Ellison made a motion electing Al Larson and Ken Maus
to contact Joe O'Connor and the Stelton's for selling concepts
of their respective properties (possible relocation sites, time
limits, and fixed numbers). The motion was seconded by Ben Smith
and without further discussion the motion passed 5-0. Koropchak will
research moving and relocation expense requirements set by the
Minnesota Statutory.
Ben Smith is to contact Karen Hanson at the Senior Citizen Lounge
to set up a meeting at the center with interested elderly persons
for the higher quality townhouse livning concept.
By general concensus of the HRA members, the HRA special meeting
adjourned.
011ie Koropchak
HRA Executive Secretary
i
MINUTES
MONTICELLO HOUSING AND REDEVELOPEMNT AUTHORITY MEETING
Wednesday, January 6, 1988 - 7:OOAM
City Hall
Members Present: Chairperson Ken Maus, Lovell Schrupp, Ben Smith,
and Everette Ellison.
Members Absent: Al Larson.
1. CALL TO ORDER.
Chairperson Ken Maus called the HRA meeting to order at 7:03 AM.
2. APPROVAL OF THE DECEMBER 2, 1987 HRA MINUTES.
Everette Ellison made a motion to approve the December 2, 1987
HRA minutes with Ben Smith second to the motion and with no
further discussion the motion passed 4-0.
3. CONTINUATION OF THE ELDERLY HOUSING CONCEPT.
Koropchak explained to the HRA members that Mr. Dan Carlson
of Foster, Franzen, and Carlson had given her information he
received from a Mr. 8111 Haldy of Monticello. The information
was from Reallfe Cooperative of Mankota which appealed personally
to Mr. Haldy's housing needs and also indicated Realife
Cooperative's interest for such a project in the Minneapolis
northwest suburbs/area. However, as per the HRA goals the
committee will proceed to accomplish or explore it's first
priority of elderly housing needs/options.
Koropchak then presented the HRA members with a townhouse
design prepared by Johnson, Sheldon, and Sorensen Architects,
Inc. based on the input Mr. Sheldon received at the joint
meeting with the HRA on December 8th. The general response
from HRA members was good but a few comments were made about
the two baths, 3 bedrooms, and double garages. Koropchak
reminded the committee this was only a preliminary design and
we must keep in mind our target investors. This particular
design would need a one foot reduction par width of each six
inside unite inorder to accommodate the required setbacks
allowed by the city if constructed on a portion of Block 33
with front doors facing Cedar Street. Other block options
discussed were Block G and Blocks 11 and 13 on the west side
of Highway 25. The HRA needs to consider comparable
cost to purchase vacant land versus the cost to purchase
land and building which would mean demolition coat therefore
raising the purchase price per townhouse unit.
Ken Maus estimated the coat to purchase the three homes on
Block 33 to be approximately 1160,000.00-5115.000.00. Kan
asked Koropchak to check the appraisal of Block 13 which the
City had appraised some years ago. The HRA role would be to
convoy the concept to the present property owners, negotiate
a purchase (three to six months option on property, possible
trade, etc.), acquire and demolish property, and sell to a
davoloper/buildor. Bon Smith is to contact the Crandall's
HRA Minutes - 1/6/88
3. CONTINUED.
and the Lindberg's for their input or expressed interest.
Koropchak is to call Elk River Realty for the selling price
of the Olson property, to check with local contractors for
interest of concept, and to check with local banks for general
guidelines for approved financing.
4. CONSIDERATION OF THE STATUS OF THE IXI PROPERTY.
In addition to the reference and background information written
in the agenda supplement on the IRI property, Koropchak reported
to the HRA members that a Certificate of Sheriff (foreclosure
time exceeded) has been placed on the property for $425,000.00,
however, I assume this is for total buildings and Lot 7 only,
as this bank does not hold the mortgage on Lot 6. The committee
agreed with Mr. Wolfsteller and myself to have the City Attorney
review the matter.
With the HRA being informed that no written agreement regarding
the landscaping and berming could be found, the HRA dismissed
the agreement as a small matter. The NRA option to hold Lot 5
for five years for the Johnsons expires December, 1987, and
because the Johnsons have defaulted on the Tax Increment
Development Contract the HRA retains the Lot 5 property.
Although, the HRA has invested at this time an approximate
total of $103,745.70 for Lot 5 or $16,169.84 per acre inorder
to market the property and to remain competitive the HRA may
need to absorb the loss.
OTHER BUSINESS.
Koropchak advised the HRA members of a request by Mr. David
Hornig for a letter from the HRA on the award of the Lucius
Johnson property for a low to moderate income elderly and
family housing development. This part of an application
process for FmHA funding and is similiar to the request by
Metcalf and Larson. The committee advised Koropchak to contact
Metcalf and Larson of Mr. Hornig's request and as both projections
are of equal feasibility and at the same stags the HRA remains
unbins to either developer and to address both letters.
Koropchak informed the HRA of the Housing Voucher Questionnaire
received from HUD and asked the HRA of it's interest. The
committee didn't see the need to provide additional rental
housing subsidies to the very low income families, however,
felt is may be more appropriate for the county.
6. ADJOURNMENT.
The HRA meeting adjourned by consensus of the committee at
8:30 AM.
Q AQ- a. 401-l(, Q
011ie Koropchak
HRA Executive Secretary
HRA Agenda - 2/3/88
3. UPDATE ON THE NEGOTIATIONS FOR TAX INCREMENT DISTRICT /2
PARCELS FOR A POSSIBLE ELDERLY HOUSING PROJECT 02.
A. REFERENCE AND BACKGROUND.
Tax Increment District /2 includes the parcels of the former
Monticello Ford Garage building, O'Connor's, Stelton's, and
Jones' Manufacturing. Since the HRA met on January 26, Ken
Maus, Rich Wolfsteller, and myself metwith Ervin and Donna
Stelton and their real estate agent, Gary DeBoer. No numbers
were talked about only the concept of the HRA plans. A verbal
consensus among the persona present was that 1) the HRA is
interested in the purchase of the property (land and building)
only, not the purchase of the business (equipment) or the
goodwill. 2) In the best interest of all parties and since
the sellers have two potential interested buyers which were
not pleased with the present condition of the building a
possible agreement could be reached by the HRA purchasing
the land and building, the HRA paying for relocation cost,
and the sellers finding a new location to retain the business
for themselves or to sell the business and goodwill to a
willing buyer. Mr. DeBoer will be contacting property owners
for a lease/purchase options for a relocation site and Koropchak
is to research guidelines on relocation expenses. These guidelines
are established by the Federal government and if Federal monies
are not used for the acquisition than they transfer to State
Statutorles which apply to local monies no to be used with
the tool of tax increment financing. Negotiations with
Steltons are contingent on acquisition of O'Connor's parcel.
In a conversation with Al Larson, he has contacted Joe O'Connor's
daughter who informed Mr. Larson that Mr. O'Connor is in Florida
for another week or two. Mr. Larson has O'Connor's phone number
In Florida and he and Ken Maus may place a conference call to
him.
According to Metcalf and Larson, application for FmHA (Farmers
Home Administration) funding must be submitted by March 1, 1988.
A request to amend the toning from B-4 to PZM for this project is on the
Planning Commission agenda, Tuesday, February 9, 1988, 7:30 PM.
I received the appraisal on the Jones' Manufacturing Company
last Friday, estimated Market Value is $52,000.00. Appraisal will
be available for review at the meeting.
On Janurary 27, 1988, 1 was on a conference call with key persons
from Professional Planning and Development Company of North
Mankato. They aro the developers interested in the Eck property
for a elderly housing project with a total of 48 units (2 units
of 24 or 4 units of 12). I informed them of the HRA's decision
to proceed with assistance of tax increment financing for an
elderly housing project that was earmarked by the HRA as an area
of prime concern for a number of years, wherabye, an established
TID has boon created, the intent to eliminate blight, and to
enhance pedestrian traffic for the downtown businesses. If for
some reason acquisition of properties in TID /2 does not seem
realistic Profession Planning and Dovolopmont Company to still
HRA Agenda - 2/3/88
3. CONTINUED.
interested to proceed with their project. I informed them
the HRA would be willing to work with them, they plan to call
again on Thursday. February 4 to check on the acquisition
progress for parcels in TID /2.
B. ALTERNATIVE ACTIONS.
The HRA needs to review the Jones' Manufacturing Company appraisal
and plan negotiation strategies.
C. SUPPORTING DATA.
Estimated tax increment generated by the construction of a second
elderly housing project in TID /2. (Based on a 24 unit project).
TAX INCREMENT DISTRICT 02
Increment projected with the construction of a 24 unit elderly
housing project.
Building - 24 units at ;27,500.00 per unit $660,000.00
Land - 28,215 sq ft at $2.50 per sq ft $ 70,537.50
1660,000.00 $70,537.50
.20 of building .34 of land
$132,000.00 $23,982.75
Total equals New Assessed Value - $155,982.75
New Assessed Value of parcels in TIDO 2 $ 14,424.00
15,908.00
73,798.00 Metcalf, Larson Office
9,550.00
155,983.00 Proposed Elderly 02
6,173.00
193,800.00 Elderly Project 01
$469,636.00 New Assessed Value
87,022.00 Original Assessed Value
$382,614.00 Captured Assessed Value
.097876 1988 Mill Rate
$ 37,448.72 TI payable 1990
DEBT SERVICE FOR TID02
Metcalf, Larson Office (Securities) - $ 3,200.00 Annual for 12 years
(Ends Year 1997)
Acquisition of former Ford Property - 14,000.00 Annual for 7 years
(Enda Year 1995)
$17,200.00 Total Debt Service
$20,249.00 Projected Remaining Bal.
However, if Metcalf and Larson would purchase the 28,215 sq ft
for at least, $57,600.00 02,400.00 x 24 units) the HRA could
apply this money to pay off the contract of dead therebye reducing
that debt service to 2.5 years to replenish HRA funds which would
and in Year 1991. Estimated increment in Year 1991 be would
$34,249.00. Duration of this district ends in Year 2010.
Additional information received late Friday. February 5. 1988 to
the proposed site plan for the Metcalf b Larson project. NOTE:
the site plan is for a 28 unit facility so the above number would
incroase, however, the coat of the project would also increase.
HRA Agenda - 2/3/88
4. NOTIFICATION OF MEETING AT THE SENIOR CITIZEN"S LOUNGE.
A. REFERENCE AND BACKGROUND.
Ben Smith has scheduled a meeting with interested persons of
a higher quality elderly townhouse concept close to downtown
at the Senior Citizens Lounge, Wednesday, February 3, 1988
at 2:00 PM. In a conversation with Mr. Smith this AM, he
was not certain on the expected turnout. Also, Mr. Smith
asked if I would include this information in our agenda.
In a meeting with Jack Maxwell, I outlined our plans
for a townhouse development. He liked the concept, but
pointed out thatthe high site acquisition and up -scale
design costs would put our larger units in the $85,000.00
price range. He suggested that we check to see if
prospective buyers would be interested after comparing that
price with other available townhouses.
I believe at one time we discussed compiling a list of
prospective persons who might be interested and inviting
them to a meeting to present our plan. If you agree
this Is a good way to proceed, please bring your list of
names to the February HRA meeting.
Ben Smith
I called Elk River Real Estate regarding the property at 4th
Street amd Cedar Street. Mr. Dan Reed (441-7670) said the
asking price was $74,900.00 and indicated the inside was completely
remodeled including now wiring and plumbing.
I contacted Mr. Gary LaFromboise of Construction Five who
indicated an interest in the construction of the proposed
concept. Also, I talked to Jay Miller of Miller Construction
before he left for a warmer climate and his son, John Miller,
was to stop in my office, however, has not done so.
I called a local bank and inquired about the need to have 752
of the units sold on the proposed project tnorder for a builder
to receive financing. This most certainly enhances the project,
however, is not always the case nor to not the only requirement
of a bank. The crediability of the builder to also a high
priority among many other factors.
HRA Agenda — 2/3/88
5. RECAP OF 1988 MONTICELLO TAX INCREMENT DISTRICTS.
A. REFERENCE AND BACKGROUND.
Based on the Captured Assessed Value for Monticello Tax Increment
Districts for 1988 and with the 1988 Mill Rate of 97.876 the
following increment is projected for each district, however,
this does not always mean we collect this amount.
DISTRICT CAV PROJECTED INCREMENT
TID O1 $102.485.00 $10,030.82
IXI
County 02
TID 02 $258,693.00 $25,319.84
Metcalf 6 Larson
County 010
TID 03 $521,233.00 $51,016.20
FSI
County 011
TID 04 $264,980.00 $25,935.18 '
IXI
County 012
TID 05 $168,595.00 $16,501.40
Construction Five
County 016
TID 06 $610.300.00 $59,733.72
Raindance Properties
County 023
TID 07 Year 1989
NAWCO Minnesota, Inc.
i County 0
These figures obtained from the Wright County Auditors Office.
The currant balance and debt service of each district will
be reported to the HRA at the March or April meeting.