HRA Agenda 04-03-1987AGENDA
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY
Monday, April 20, 1987 - 9:00 AM
Monticello Council Chamber
Members: Acting Chair Bud Schrupp, Ken Maus, Ben Smith,
Marlys Erickson, and Al Larson.
1. Call To Order.
2. Approval of the April 3, 1987 HRA Minutes.
3. Public Hearing on the Disposition of Public Land for
Construction Five Tax Increment District 05.
4. Consideration of the HRA to Execute a Quit Claim Deed
for Construction Five Tax Increment District 05.
5. Consideration of a Resolution Authorizing the Execution
of a Tax Increment Pledge Agreement for Construction Five.
6. Other Business.
7. Adjournment.
AGENDA
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY
Friday, April 3, 1987 - 9:OOAM
Monticello Council Chamber
Members: Acting Chairperson Bud Schrupp, Ken Maus, Ben Smith,
Marlys Erickson, and Al Larson.
1. Call To Order.
2. Approval Of The February 4, 1987 HRA Minutes.
3. Public Hearing On The Disposition Of Public Lands For
Construction Five Tax Increment District /5.
4. Consideration Of The HRA To Execute A Quit Claim Deed
For Construction Five Tax Increment District 05.
5. Consideration Of Concept Approval And The Use Of Tax Increment
Financing for HAWCO Minnesota, Inc.
6. Other Business.
7. Adjournment.
MINUTES
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY
Wednesday, February 4, 1987 - 7:OOAM
City Hall
Members Present: Acting Chairperson Bud Schrupp, Ben Smith,
Marlys Erickson, and Ken Maus.
1. Call To Order.
Acting Chairperson Bud Schrupp called the BRA meeting to
order at 7:05AM.
2. Approval of the January 7, 19871 HRA Minutes.
Ben Smith motioned to approve the January 7, 1987 HRA
minutes, seconded by Marlys Erickson. The motion
carried unanimously.
3. Consideration for the Monticello HRA to Adopt Construction
Five's Development Agreement.
Construction Five proposes to build one 24 -unit apartment
building and one 30 -unit apartment building on Lots 1,2,3,
4,and 5, Block 1, Construction Five Addition. Tax Increment
District /5 was created to subsidise the cost of public
improvement along Fallon Drive, Lauring Lane, and Washington
Street. City staff recommends a minimal assessment for
�a water and sever against the owners of the Malone property
and Rand property is justifiable. The HRA inquired
about the City's contact with the said property owners.
Koropchak replied that as of the last City Council meeting,
January 26, 1987, there had been no negotiations. Koropchak
explained the Development Agreement in theory and reiterated
the benefits of the project. With the Developer's Agreement
between Construction Five and the HRA for Tax Increment
District /5, prepared by Holmes 6 Graven, available at
the meeting, the HRA continued to support the project.
Ben Smith motioned for the HRA to adopt Construction
Five's Development Agreement. Seconded by Marlys Erickson,
the motion passed unanimously.
4, Consideration to Solect/Approve an HRA Member for Recom-
mendation to the Citv Council.
Koropchak reported to the HRA members that she had con-
tacted Linda Smith for a passible HRA membership nominee,
however,she declined at this time. Al Larson and Dr. C.
McCarty accepted nomination for HRA membership. The HRA
members had no problems with either nominee, therefore,
based their recommendation of Al Larson because of his
years of participation in the community (business owner)
and now a resident of Monticello. Ken Maus motioned to
recommend Al Larson, owner of Coast to Coast, for HRA
membership. This recommendation to be made to the
City Mayor for appointment and ratification by the City
Council. The said term expires December, 1988. Ban
Smith seconded the motion and the motion passed 4-0.
5. Other Business.
` NAWCO Minnesota, Inc. - Ken Maus inquired about the
Norwegian's timetable. Koropchak reported the R -window
company is looking at a fall construction completion
with machinery and equipment installation completed and
a plant operation start-up of January, 1988.
Metcalf/Larson Project - The NRA recommended that I advice
Metcalf/Larson to proceed with negotiations for the purchase
of properties (O'Connor, Flake, Jones, Stelton and/or
Topel's shed). Also, stating BRA's interest to part-
icipate in the project with the use of Tax Increment
Finance, if TIF is still a usable tool by Law.
Low -Level Radioactive Waste (LLRW) Disposal Facility -
The RRA recognized the project as a controversial issue,
but agreed the City should proceed with interest for
consideration as a possible site location.
BSA Financial Toole - Koropchak reported on alternative
financial tools used by other communities, based on
concerns for Monticello's future. Ken Maus suggested
the City complete the necessary legal work to subdivide
the recently acquired lot or lots in the Oakwood
Industrial Park. Thereby, meeting the need and allowing
time for appropriation of costa into the City's budget.
(Cost for public improvements). The NRA can foresee the
m possibility to use the deferral of property taxes as an
incentive for economic development with the major
criteria based on number of jobs created by a firm.
The statis of the IKI building was briefly discussed.
Ken Maus recommended inquiry into the statis or plans
for the Ken Stoke's property (auto repair), west of
the Post Office.
The next regular NRA meeting will be held Wednesday,
March 11, 1987.
6. Adjournment.
Ben Smith motioned to adjourn the NRA meeting, seconded
by Ken Maus. The meeting adjourned.
Olive M. Koropchak
NRA Executive Secretary and Director
HRA Agenda - 4/3/81
3. PUBLIC HEARING ON THE DISPOSITION OF PUBLIC LAND FOR
CONSTRUCTION FIVE TAR INCREMENT DISTRICT /5.
A. REFERENCE AND BACKGROUND.
Construction Five started preliminary construction on the
proposed 24 -unit apartment building and 30 -unit apartment
building on April 1, 1987. Legal property description:
Lots 1-5, Block 1, Construction Five Addition, City of
Monticello. The HRA adopted the Tax Increment District /5
Development Agreement with Construction Five on February 4,
1987. At the March 23, 1987, City Council meeting, the
council accepted the low bid from S 6 L Excavating for the
construction of public improvements in Construction Five
Subdivision. Due to the low bid, the budget for the Tax
Increment Financing project was reduced from $530,000.00 to
$365,000.00. The City Council adopted a resolution setting
the sale of Tax Increment Finance Bonds for Improvements
in the Construction Five Addition. Jerry Shannon, Springsted,
Inc., recommended the sale of a $365,000.00 G.O. Tax
Increment Bonds. The final bond bids for the award of
sale is scheduled for the April 27, 1987 City Council
meeting. Public improvements for the said project include
water and sewer, streets, curb and gutter along Lauring
Lane, Fallon Drive, and Washington Street.
Upon the advice of Mr. Bob Deike, Development Agreement
Attorney for Holmes 6 Graven, the HRA should execute a
t Quit Claim Dead for the acquisition and reconvoyance of
Lot 1-5, Block 1, Construction Five Addition, City of
Monticello to Construction Five. This a security measure
for the HRA. The Quit Claim Deed's provision states that
Construction Five cannot sell the said above property
during the construction period and that construction of
the two proposed said apartment buildings will be
completed in 1987. Second, the Minnesota Statutory states
that before a market value can legally be assigned to
said land and improvmants by the County Assessor, a Quit
Claim Deed need be executed between the "Grantor" and the
"Grantee". The consideration of One Dollar ($1.00) hereby
will acknowledge the acquistion and reconvoyance of said
property from the HRA to Construction Five. The County Assessor
assigned a 1.5 million dollar market value to the said
land and improvmonts. According to Minnesota Statutory a
public hearing must be held on the disposition of public
land. This being the purpose for the said public hearing.
Bain& a public hearing, there really are no alternative
actions. The hearing should be oponod, testimony accepted,
and the hearing closed. Other decisions will follow.
C NOTICE OF PUBLIC HEARING
DISPOSITION OF PUBLIC LANDS
Notice is hereby given that a public hearing will be held
at 9 o'clock A.M. on Friday, April 3, 1987, the Monticello
City Council Chambers, 250 East Broadway, Monticello,
Minnesota, 55362, for the purpose of accepting comment on
'the proposed acquisition and subsequent reconveyance by
the Housing and Redevelopment Authority to Construction Five,
a Minnesota Corporation, of the following property:
Lots 1-5, Block 1, Construction Five Addition,
City of Monticello.
The proposed sale is part of the HRA Redevelopment Plan
and is already included in Tax Increment District No. 5.
Anyone wishing to submit written comments should submit
said comments to the office of the City Administrator
no later than 9:00 A.M., Friday, April 3, 1987.
Olive M. Koropchak
Executive Secretary
V Monticello Housing and Redevelopment Authority
HRA Agenda - 4/3/87
% 4. CONSIDERATION OF THE HRA TO EXECUTE A 4UIT CLAIM DEED
FOR CONSTRUCTION FIVE TAX INCREMENT DISTRICT 05.
A. REFERENCE AND BACKGROUND.
With the assumption that the public hearing (agenda item 03)
was opened, not contested, and closed; the HRA can proceed
with the consideration to execute the Quit Claim Deed.
Necessary reference and background information was provided
with the public hearing supplement. Based on the recommend-
ations from Holmes 6 Graven, the City Staff recommends the
following.
B. ALTERNATIVE ACTIONS.
1. The HRA adopt the execution of a Quit Claim Deed between
the HRA and Construction Five.
2. The HRA not adopt the execution of a Quit Claim Deed
between the HRA and Construction Five.
C. STAFF RECOMMENDATION.
City Staff recommends the HRA adopt the execution of a Quit
Claim Deed between the HRA and Construction Five; inorder,
to abide by the Minnesota Statutory and to secure the HRA
on the provisions provided in the Quit Claim Deed.
D. SUPPORTING DATA.
Copy of the Quit Claim Deed.
and for
created
SCHEDULE B
QUIT CLAIM DEED
VS INDENTURE, between The Housing and Redevelopment Authority In
the City of Monticello, Minnesota, a public body corporate and politic
pursuant to the Laws of Minnesota (the "Grantor'), and
, a Minnesota (the "Grantee').
WITNESSETH, that Grantor, in consideration of the sum of
Dollars (S_) the receipt whereof is hereby
acknowledged, does hereby grant, bargain. quitclaim and convey to the Grantee, its
successors and assigns forever, all the tract or parcel of land lying and being in the
County of Wright and State of Minnesota described as follows, to -wit (such tract or
parcel of land is hereinafter referred to as the "Property'):
LEGAL DESCRIPTION
To have and to hold the same, together with all the hereditaments and
appurtenances thereunto belonging In anywise appertaining, to the said Grantee, Its
successors and assigns, forever,
Provided:
SECTION 1.
It is understood and agreed that this Deed is subject to the covenants,
conditions. restrictions and provisions of an agreement entered Into between the
Grantor and Grantee on the day of , _, identified as
"Contract for Private Redevelopment" (hereafter referred to as the "Agreement")
and that the Grantee shall not convey this Property, or any part thereof, without
the consent of the Grantor until a certificate of completion releasing the Grantee
from certain obligations of sold Agreement as to this Property or such part thereof
then to be conveyed, has been placed of record. This provision, however, shall In
no way prevent the Grantee from mortgaging this Property in order to obtain funds
for the purchase of Property hereby conveyed and for erecting Improvements
thereon In conformity with the Agreement, any applicable redevelopment plan and
applicable provisions of the Zoning Ordinance of the City of Monticello, Minnesota.
It is specifically agreed that the Grantee shall promptly begin and diligently
r
ute to completion the redevelopment of the Property through the
uction of the Improvements thereon, as provided in the Agreement.
Promptly after completion of the Improvements In accordance with the
provisions of the Agreement, the Grantor will furnish the Grantee with an
appropriate instrument so certifying. Such certification by the Grantor shall be
(and it shall be so provided in the certification Itself) a conclusive determination of
satisfaction and termination of the agreements and covenants of the Agreement
and of this Deed with respect to the obligation of the Grantee, and its successors
and assigns, to construct the improvements and the dates for the beginning and
completion thereof. Such certification and such determination shall not constitute
evidence of compliance with or satisfaction of any obligation of the Grantee to any
holder of a mortgage, or any Insurer of a mortgage, securing money loaned to
finance the purchase of the Property hereby conveyed or the improvements, or any
part thereof.
All certifications provided for herein shall be in such form as will enable
them to be recorded with the County Recorder, or Registrar of Titles, Wright
County, Minnesota. if the Grantor shall refuse or fall to provide any such
certification in accordance with the provisions of the Agreement and this Deed,
the Grantor shall, within thirty (30) days after written request by the Grantee,
provide the Grantee with a written statement indicating in adequate detail in what
respects the Grantee has failed to complete the improvements in accordance with
the provisions of the Agreement or is otherwise in default, and what measures or
acts It will be necessary, in the opinion of the Grantor, for the Grantee to take or
perform In order to obtain such certification.
SECTION 1.
In the event the Grantee herein shall, prior to the recording of the
certificate of completion, hereinabove referred to:
(a) Pell to begin construction of the improvements provided for In
this Deed and the Agreement in conformity with the Agreement and such
failure Is not due to unavoidable delays (as defined in the Agreement) and
such failure Is not cured within thirty (30) days after written notice to do sot
or
(b) Default in or violate Its obligations with respect to the
construction of the Improvements provided for In this Deed and the
Agreement, or shall abandon or substantially suspend construction work, and
such default, violation or failure is not due to unavoidable delays (as defined
In the Agreement), and any default or violation, abandonment or suspension
shall not be cured, ended or remedied within thirty (30) days after written
demand by the Grantor so to dol or
(e) Pail to pay real estate taxes or assessments on the Property or
any part thereof when due, or &hall place thereon any encumbrance or lien
unauthorized by the Agreement with the Grantor, or &hall suffer any levy or
attachment to be made, or any materlalmen's or mechanic's liens, or any
other unauthorized encumbrances or liens to attach, and such taxes or
assessments shall not have been paid or the encumbrance or lien removed or
discharged, or provisions satisfactory to the Grantor made for such
payments, removal or discharge, within thirty (30) days after written
demand by the Grantor so to do provided, that If the Redeveloper shall first
notify the Authority of its intention to do so, it may In good faith contest
any mechanics' or other lien filed or established and in such event the
Authority shall permit such mechanics' or other lien to remain undischarged
and unsatisfied during the period of such contest and any appeal, but only if
the Redeveloper provides the Authority with a bank letter of credit In the
amount of the lien, in a form satisfactory to the Authority pursuant to
which the bank will pay to the Authority the amount of any lien in the event
that the lien is finally determined to be valid and during the course of such
contest the Redeveloper shall keep the Authority informed respecting the
status of such defense; or
(d) Cause in violation of the Agreement or of this Deed, any
transfer of the Property or any part thereof, or any change in the ownership
or distribution of the Grantee, or with respect to the identity of the parties
In control of the Grantee or the degree thereof, and such violation shall not
be cured within sixty (60) days after written demand by the Grantor to the
Grantee; or
(e) Fail to comply with any of its covenants under the Agreement
and falls to cure any such noncompliance within thirty (30) days after
written demand to do sol or
(f) Default under the terms of a mortgage loan authorized by
Article VII of the Agreement and the holder of the mortgage exercises any
remedy provided by the mortgage documents or exercises any remedy
provided by law or equity in the event of a default in any of the terms or
conditions of the mortgage;
then the Grantor shall have the right to re-enter and take possession of the
Property and to terminate and revest In the Grantor the estate conveyed by this
Deed to the Grantee, Its assigns or successors In Interest, but only If the events
stated In Section 2(aHf) have not been cured within the time periods provided
above, or If the events cannot be cured within such time periods, the Redeveloper
does not provide assurances to the Authority, reasonably satisfactory to the
Authority, that the events will be cured and will be cured as soon as reasonably
possible.
SECTION 3.
The Grantee agrees for Itself and Its successors and assigns to or of the
Property or any part thereof, hereinbefore described, that the Grantee and such
successors and assigns shall:
(a) Devote the Property to, and only to and in accordance with
the uses specified In any applicable redevelopment plan as amended and
extendedl
(b) Not discriminate on the basis of race, color, creed, national
origin, or sex In the sale, lease, rental, or in the use or occupancy of the
Property or any Improvements erected or to be erected thereon, or any part
thereof,
(c) Not cause the Property to be removed from the public tax
rolls or to become exempt from assessment for general real estate taxes by
reason of any conveyance, lease, abatement, or other action so long as tax
increment generated by the Property is pledged to the payment of the
principal of and Interest due on outstanding bonds or other obligations; and
(d) Not apply for or seek through administrative or judicial
proceedings a reduction in real property taxes but only if such reduction
would reduce taxes to an amount below the amount needed to pay the
principal and Interest due on the bonds or obligations for which tax
increment generated by the Property is pledged.
It is intended and agreed that the above and foregoing agreements and
covenants shall be covenants running with the land, and that they shall, In any
event, and without regard to technical classification or designation, legal or
otherwise, and except only as otherwise specifically provided In this Deed, be
binding, to the fullest extent permitted by law and equity for the benefit and In
favor of, and enforceable by, the Grantor, Its successors and assigns, and any
successor in interest to the Property, or any part thereof against the Grantee, Its
successors and assigns, and every successor in interest to the Property, or any part
thereof or any interest therein, and any party in possession or occupancy of the
Property or any part thereof.
In amplification, and not in restriction of, the provisions of the preceding
section, it is Intended and agreed that the Grantor and Its successors and assigns
shall be deemed beneficiaries of the agreements and covenants provided herein,
both for and In their own right, and also for the purposes of protecting the interest
of the community and the other parties, public or private. In whose favor or for
whose benefit these agreements and covenants have been provided. Such
agreements and covenants shall run In favor of the Grantor without regard to
whether the Grantor has at any time been, remains, or Is an owner of any land or
Interest therein to, or In favor of, which such agreements and covenants relate.
The Grantor shall have the right, in the event of any breach of any such agreement
or covenant to exercise all the rights and remedies, and to maintain any actions or
suite at law or In equity or other proper proceedings to enforce the curing of such
breach of agreement or covenant, to which it or any other beneficiaries of such
agreement or covenant may bre entitled.
SECTION 4.
This Decd is also given subject tot
(a) Covenants, conditions and restrictions contained In the
Monticello Redevelopment Project Plan, as amended as of the date of the
Agreement.
(b) Provision of the ordinances, building and zoning laws of the
City of Monticello, state and federal laws and regulations In so far as they
affect this real estate.
(c) Taxes payable subsequent to the date of this conveyance.
IN WITNESS WHEREOF, the Grantor has caused this Deed to be duly
e --uteri In its behalf by its and and has caused
Its corporate seal to be hereunto affixed this day of , 188_.
THE HOUSING AND REDEVELOPMENT
AUTHORITY IN AND FOR THE CITY
OF MONTICELLO
BY
By
STATE OF MINNESOTA )
as.
COUNTY OF )
Its
Its
On this day of , 188_, before me, a notary public
within and for County, personally appeared
and to me personally known who by me duly sworn, did
say that they are the and of the Hcusing
and Redevelopment Authority in and for the City of ("Authority')
named in the foregoing Instrument; that the seal affixed to said instrument is the
seal of said Authority; that said Instrument was signed and sealed on behalf of said
Authority pursuant to a resolution of Its Board of Commissioners; and said
and acknowledged said instrument to
be the free act and deed of said Authority.
Notary Public
This instrument was drafted byu
Holmes & Graven, Chartered
470 Pillsbury Center
Minneapolis, Minnesota 88402.
HRA Agenda - 4/3/87
CONSIDERATION OF CONCEPT APPROVAL AND THE USE OF TAX
INCREMENT FINANCING FOR NAWCO MINNESOTA, INC.
A. REFERENCE AND BACKGROUND.
In February of 1986, I met the Board of Directors for Det
Scandinaviske Vinduscompaniet A/S; Odd Jdrgensen. Erik
Fjerdingstad, and Roald Starheim. The DSV is the Norwegian
holding company for the incorporated North American Window
Company, of which NAWCO Minnesota, Inc. is a subsidiary.
The Board of Directos traveled to Minnesota and Monticello
on several occasions this past year. Their product being
windows and doors designed with the H -window concept has been
tested positively with the Twin City Testing Company, St. Paul,
MN and with C. J. Olson Marketing/Research Firm, Minneapolis, MN.
The company specializes in an aluminun clad, high energy efficient
window which features the H -window, concept of an 180° turn for
easy cleaning from within. In Norway, the window is produced
in 45 different colors. Their initial market area will be
Minnesota for new construction and renovations. Their legal
counsel firm is Faegre and Benson, Minneapolis, MN. The
twelve shareholders visited Monticello in October of 1986,
and made their final decision to locate in Monticello and
to proceed with plans for a U. S. expansion in December.
City Staff has worked with Erik Fjerdingstad and Roald
Starheim to secure raw materials, business formation information,
and financing. The Minnesota Trade Office and Minn DEED have
also been a part of the project.
At this time, NAWCO Minnesota. Inc. has offically received a
positive response from the Norwegian Industrial Fund to
complete the finance package. The City of Monticello has
always incanted to use Tax Increment Financing for the
purpose of writing down the land cost. Also, the City
will apply for a Minnesota Small City Economic Grant through
Minn DEED for $250,000.00. Of the total estimated project
cost (3.2 million dollars) the shareholders will finance
one-half the project (1.6 million dollars plus an additional
$800,000.00 for market backup). The proposed project includes
a 25,000 sq. ft, manufacturing facility with an attached
3,400 sq. ft. office . showcase, conference facility for a
total of 28,400 sq. ft. The proposed site is Lots 11 and 12,
Block 2. Oakwood Industrial Park, City of Monticello. Plans
call for the construction of the facility on Lot 12 with Lot 11
for future expansion. Plans call for the facility to be
operational the beginning of 1988, with an initial employment
of 20. Erik , his wife, and their three children will
move to Monticello this July. The Fjerdingstod's are
building a home in the Meadow Oaks Addition.
Prolminiary estimates for the building is $602.000.00 and
for the land. $105,000.00 for a total of $707,000.00.
Estimated tax increment, $24,800.00. Erik and Roald will
meet with Viet Construction and Winkelman Building Corporation
on Monday, April 6, 1987. On Tuesday, April 7. 1987, they
will moot with Dave Paterson, Minn DEED Finance Consultant,
Mayor Graimso, City Administrator Tom Eidom, Banker Dale Lungwitc,
HRA Agenda - 4/3/87
and myself.
B. ALTERNATIVE ACTIONS.
1. Approve proposed concept authorizing setting an HRA public
hearing to approve TIF Plan and requesting the City Council
to set a public hearing on the TIF Plan.
2. Do not approve the proposed concept and investigate the
tax increment finance further.
C. STAFF RECOMMENDATION.
Staff recommends giving concept approval and giving staff the
ability to proceed with the prospect to insure meeting a
time schedule. The City has on record their Fineance Plan
and Business Plan which includes projections, financial
atatements, and marketing strategies, however, upon arrival
this Sunday, the total project cost may have changed. The
City Staff recognizes the competiton of large window producing
companies in Minnesota but feel the specialized features of
the H -window concept and the commitment of the parent Norwegian
companies to invest their monies in the United States emphasizes
the confidence they have in their product.
D. SUPPORTING DATA.
Proposed site location.
MONTICELLO
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