HRA Minutes 08-11-1993
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MINUTES
MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY
Wednesday, August 11. 1993 - 7;00 p.m.
City Hall
MEMBERS PRESENT;
Chairperson Al Larson, Vice Chair Ben Smith,
Lowell Schrupp, Everette Ellison, and Tom St.
Hilaire.
STAFF PRESENT;
Ollie Koropchak.
STAFF ABSENT;
Rick Wolfsteller and Jeff O'Neill.
GUEST ABSENT;
Lenny Kirscht, BDS, Inc.
1. CALL TO ORDER.
Chairperson Larson called the HRA meeting to order at 7;00
p.m.
2. CONSIDERATION TO APPROVE THE JUNE 3, 1993 HRA MINUTES.
Ben Smi th made a motion to approve the June 3, 1993 HRA
minutes. Seconded by Lowell Schrupp and with no corrections
or additions, the minutes were approved as written.
3.
CONSIDERATION TO ADOPT A RESOLUTION AUTHORIZING THE
PREPARATION OF TAX INCREMENT FINANCE PLAN FOR AND THE CREATION
OF TAX INCREMENT FINANCE DISTRICT NO. 1-13 (Standard Iron &
Wire Works, Inc.)
Koropchak reviewed Standard Ironls proposed construction
project of 52,000 sq ft (office/manufacturing) and the
projected creation of 50-75 jobs within the first year.
In the absence of Lenny Kirscht, Koropchak noted that initial
building construction costs of $1,950,000 were over-estimated
and included some si te improvement costs; therefore, the
building costs were modified to $1,556,000 and the TIF
assistance increased from $200,000 to approximately $300,000.
The project generates sufficient tax increment to cover the
increased TIF pay~as-you-go assistance.
Koropchak also indicated that Mr. Kirscht has in-hand the
Preliminary Agreement executed by Standard Iron, the $5,000
HRA check, and a copy of the Purchase Agreement between the
company and the Oakwood Partnership.
If the HRA adopts the enclosed resolution, the TIF Plan will
be distributed to the taxing jurisdictions prior to or on
August 23. The HRA will adopt the plan on September 1 with
the City Council public hearing and plan adoption on September
27.
HRA MINUTES
~ AUGUST 11, 1993
Lowell Schrupp made a motion to adopt the resolution
authorizing the preparation of TIF Plan for and the creation
of TIF District No. 1~13 for Standard Iron and Wire Works,
Inc. The motion was seconded by Tom St. Hilaire and with no
further discussion, the motion passed unanimously. The HRA
found the project to comply with the HRA~TIF policy criteria
and the Minnesota Statutory through the retention and creation
of jobs and property taxes for both the State of Minnesota and
the City of Monticello.
4. CONSIDERATION TO ADOPT A RESOLUTION AUTHORIZING TO SPLIT AND
DECERTIFY LOT PARCELS 11 AND 12 OF TIF DISTRICT NO. 1-7
(NAWCO) AND THE PREPARATION OF TIF PLAN FOR AND THE CREATION
OF TIF DISTRICT NO. 1-16 (The H-Window Company) .
Koropchak reviewed the H-Window's proposed expansion of 25,600
sq ft manufacturing space, 4,000 sq ft office, and the
creation of 60 new jobs.
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In the absence of Lenny Kirscht, Koropchak explained that the
financial proposal included an annual TIF pay-as-you-go
assistance of $20,000 over the life of the newly created
district. This increment generated from the 25,600 sq ft
addition would be used to reduce the company's construction
debt-service.
First and foremost, to utilize the increment from the proposed
expansion and newly created district, the HRA must legally be
able to de-certify the existing TIF District No. 1-7
boundaries. This has been a question of Koropchak and
Administrator Wolfsteller of the initial BDS proposal. Mr.
Kirscht is to inform the HRA this evening. Secondly, are
building construction costs a legal expenditure of TIF?
Lastly, Koropchak indicated that a request for an executed
Preliminary Agreement or a $5,000 check had not been made of
the H-Window Company todate. Does the HRA want to request
this of a BRE project?
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Lowell Schrupp made a motion authorizing to spli t and de-
certify lot parcels 11 and 12 of the TIF District No. 1-7 and
to prepare the TIF Plan for and the creation of TIF District
No. 1-16. The motion was subject to obtaining a $5,000 check
from the H-Window and verification of Statutory compliance
regarding de-certification of an existing TIF district and use
of TIF for building construction costs. The motion was
seconded by Tom St. Hilaire and with no further discussion the
motion passed unanimously.
Page 2
HRA MINUTES
. AUGUST 11, 1993
5. CONSIDERATION TO REVIEW FOR RECOMMENDATION THE PRELIMINARY
1994 HRA BUDGET.
In the absence of Rick Wolfsteller, Koropchak reviewed the
proposed HRA budget for 1994 with the commission. Revenues
are generated from projected TIF District tax increments.
Koropchak noted that TIF District Nos. 1-3 and 1-4 end in
1993, the TIF District No. 1-10 revenue does not include
Remmele's 10,000 sq ft expansion, and the amount of valorem
taxes is determined by the combined total of personal service
and service/charge expenditures. The increase in valorem tax
revenue is due to a recommendation by the IDC and Mayor Maus
to increase the HRA Executive Director's salary portion from
20% to 25%. The recommendation is made to help subsidize the
IDC yearly expenditures. TIF District expenditures are HRA
loan paybacks to the city.
The HRA accepted the proposed HRA budget for 1994 and
recommended City Council consider approval.
6.
OTHER BUSINESS:
a) Senior Housing Market Analysis Follow-up - Koropchak
indicated that Mr. Brad Larson was given a copy of the
analysis upon his request and Koropchak's return to work.
Other potential developers will be notified this week of
the completed study and request for a copy of the study.
This developers list was submitted by Pat McCullough.
b) Other Prospects - The next potential TIF request may be
for a 16,800 sq ft manufacturing/office. The company
employs approximately 10 and would add another 10 within
the next couple of years. The company produces flexible
form products for medical and industrial equipment.
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No new information from Wilson Tool or Steinwall, Inc.
c) The next HRA meeting is scheduled for Wednesday,
September 1.
7. ADJOURNMENT.
The HRA meeting adjourned at 7:40 p.m.
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Ollie Koropchak, HRA Executive Director
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3.
Consideration to approve the use of TIF surplus funds for the
H-Window expansion.
A. Reference and Background.
On May 25, 1993 Pat Pelstring, Lenny Kirscht, and Koropchak
met with the Norwegian Board members and Steve Lemme. It was
upon Mr. Pelstring request that Mr. Kirscht attend the meeting
to become familiar with the project. Following this meeting,
Mr. Pelstring suggested de-certification of the existing
district and establishment a new district to collect the eight
years of tax increment generated by the expansion. The city
staff questioned the legality of de-certifying an existing TIF
District.
A financial package proposal for the H-Window was prepared by
BDS and reviewed by the EDA on June 7. The proposal included
the issuance of $1,175,000 of G.O. TIF Bonds by the EDA;
however, the EDA elected not to issue the bonds because in
their opinion the projected bond rate of 7.6% was comparative
to commercial lending and not a sufficient savings to the H-
Window. The proposal also included equity, TIF, and the state
program.
BDS revised the financial package proposal to include equity,
commercial lending, TIF, and the State program. The legality
of de-certification was still not resolved. On June 14, Mr.
Kirscht and Koropchak met wi th Mr. Lemme to review the
proposal prior Mr. Lemme trip to Norway.
In conversations with BDS from Koropchak's home, inquiries
were made to the legality of de-certification and progress of
the H-Window proposal.
At the August 11 HRA meeting, the HRA approved splitting and
de-certifying the TIF District No. 1-7 boundary for creation
of TIF District No. 1-16 subject to compliance wi th the
Minnesota Statutory (Can you legally de-certify a TIF
District?). The annual pay~as-you-go TIF assistance proposed
was $20,000.
On August 12, BDS determined that de-certification of the
district boundary was not legal. On August 18, Mr. Kirscht
and Koropchak met wi th Mr. Lemme regarding the new TIF
information, The pre1 iminary application to the State of
Minnesota has been submi tted and a letter of State Fund
endorsement to Senator Adkins and Representative Olson has
been prepared and mailed. The H-Window plans to begin
expansion construction September 15 with completion by mid-
November. With the completion of the H-Window Business Plan
and Financial Statements, bank financing will actively be
pursued on Monday.
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To meet the H-Window time frame, the State monies will be
requested for equipment financing and not construction
financing.
The HRA is being asked to consider approval of the use of TIF
surplus funds in the amount of $20,000 over 8 years or a total
of $160,000 of assistance as originally proposed. At the
estimated annual tax increment of $35,000, the HRA possibly
~ recapture two years of increment (1995 and 1996) if the
expansion is fully assessable on January 2, 1994. No tax
increment is collected by the BRA in year 1997 as the district
was originally certified in May of 1987. A new TIF District
can be created after July 1, 1997 on the undeveloped parcel.
Question: In order to collect the 1995 and 1996 increment,
does the budget for District No. 1-7 need to be modified and
what's the time frame to accomplish?
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On August 19, the IDC fully endorsed the H-Window expansion
and request the HRA consider the project as number one
priority. Based of the new information, the H-Window may be
interested in selling their current facility to Standard Iron
and purchasing 20 acres within the Monticello area for a total
new development project. Other suggestions by the IDC for the
BRA to consider was for the BRA to purchase the H-Window
faci 1 i ty and lease it back to them or to other interested
smaller companies. They also suggested a committee of IDC and
HRA members meet to evaluate the performance and billings of
BDS.
Mr. Wolfsteller has indicated that the TIF surplus fund is
sufficient to cover the $160,000; however, he will inform the
HRA at the meeting to what portion of the surplus would
remain.
PROPOSED EXPANSION PROJECT:
25,600 sq ft manufacturing, 4,000 sq ft office, machinery and
equipment, and 60 additional jobs. Projected tax increment on
the manufacturing space was $35,000 annually. This district
is not subject to LGA or RACA penalties.
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