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Planning Commission Agenda 06-07-2005 . . . AGENDA REGULAR MEETING - MONTICELLO PLANNING COMMISSION TUESDAY, JUNE 7th, 2005 6:00 P.M Commissioners: Dick Frie, Rod Dragsten, Lloyd Hilgart, William Spartz, and Sandy Suchy Council Liaison: Glen Posusta Staff: Jeff O'Neill, Fred Patch, Steve Grittman - NAC, and Angela Schumann I. Call to order. 2. Approval of the minutes of the special Planning Commission meeting held Tuesday, May 23rd, 2005. 3. Consideration of adding items to the agenda. 4. Citizen comments. 5. Continued Public Hearing - Amendment to Ordinance for Open and Outdoor Storage Applicant: City of Monticello 6. Continued Public Hearing - Consideration of a requcst for a Conditional Use Permit for Open and Outdoor Storage for the storage and rental of vehicles in a B-3 (Highway Business) District. Applicant: Enterprise Rent-a-Car 7. Continued Public Hearing - Consideration of a request for a Simple Subdivision to create two conforming unplattcd lots in a PZM (Performance Zoned~Mixed) Zoning District Applicant: Antoinette Breiwick 8. Public Hearing _ Consideration to amend the Monticello Zoning Ordinance relating to filing procedures for formal applications of Preliminary Plat, Conditional Use Permits, Planned Unit Developments and Variances, and to amend the ordinance to detine Simple Subdivisions and the application process related to Simple Subdivisions. Applicant: City of Monticello. 9. Public Hearing _ Consideration of a request for a Conditional Use Permit for a Special Home Occupation allowing for an in-home hair care salon in an R-2 Zoning District. Applicant: Tom and Kristy Brion . . . 10. Public Hearing _ Consideration of a request for a Conditional Use Permit for a Planned Unit Devclopmcnt for thc Jefferson at Monticello dcvelopmcnt, an approximately 875 acre dcvelopment consisting of approximately 2700 residcntial units over 515 acres, 328 acres of community property/open spacc and 32 acres of commercial development. Applicant: Hcritagc Developmcnt 11. Public Hearing _ Considcration of a request for a ConditionalUsc Permit for a Concept Stage Planned Unit Development for Monte Club Villas, a 14.18 acrc rcsidential dcvelopment consisting of 26 detached townhome units. Applicant: L & G, LLC 12. Publ ic Hearing _. Consideration of a request for Prcl iminary Plat for Hiddcn Forcst, a 103.44 acre rcsidential subdivision consisting of 171 single~family units, and of a request to rc-zone from A-O to R-I (Single-Family Rcsidential) and R-l A (Single-Family Residential). Applicant: Bradley Paumen 13. Consideration to approve a resolution ofthe City of Monticcllo Planning Commission finding that a modification to the Redevclopment Plan for Ccntral Monticello Redevelopment Project No.1 and a Tax Increment Financing Plan for T1F District No. 1-34 conform to the General Plans for the devclopmcnt and redevelopment ofthe city. Applicant: City of Monticcllo 14. Comprehcnsive Plan Update 15. Community Hcalth Assessment - Summary Update 16. Adjourn. . . . MINUTES SPECIAL MEETING - MONTICELLO PLANNING COMMISSION MONDA Y, MAY 23rd, 2005 5:30 P.M Commissioners Present: Dick Frie, Rod Dragsten, Lloyd Hilgart, William Spartz, and Sandy Suchy Council Liaison Absent: Glen Posusta Staff Present: Jeff O'Neill, Steve Grittman - NAC, and Angela Schumann 1. Call to order. Chairman Frie called the meeting to order and noted a full quorum and the absence of Council member posusta. 2. A roval ofthe minutes of the re ular Plannin' Commission meetin 200S and the revised minutes of Tuesdav, AprilSth, 200S. MOTION BY COMMISSIONER DRAGSTEN TO APPROVE THE REVISED MINUTES OF APRIL STH, 200S. MOTION SECONDED BY COMMISSIONER SPARTZ. MOTION CARRJED. MOTION BY COMMISSIONER SUCHY TO APPROVE THE MINUTES OF MAY 3rd,200S. MOTION SECONDED BY COMMISSIONER HILGART. MOTION CARRIED. 3. Citizen comments. NONE. 4. Consideration ofa request for rezoning from R-PUD (Residential Planned Unit Development) to B-4 (Regional Business) and preliminary plat for Monticello Commerce Center ih Addition. Applicant: Monticello Industrial Park, Inc. Grittman provided the staffreport, explaining that the subject property is approximately 28 acres, and is surrounded by school, church, park and neighborhood. Grittman noted that at this time, the small triangular portion south east of Meadow Oak would retain its R-PUD status. The applicant is requesting that the north side of Meadow Oak Avenue be rezoned toB-4, regional commercial. Grittman stated that regional commercial uses would be consistent with interchanges. According to the plan presented, approximately 12 acres would be utilized for commercial uses. The balance of the plat would be encumbered by the interchange and ponding for the interchange. Planning Commission Minutes OS/23/05 . Frie rcconfirmed that the triangular piece would remain R-PUD and that this application focuses strictly on north side of Meadow Oak. Suchy asked wherc the access to the commercial areas would be. O'Neill stated it would come from the south. Chairman Fric opened thc public hearing. Charlie Pfeffer, reprcsentative for Monticello Industrial Park, madc himself available for questions. Betsy Miller, residcnt at 2318 Eastwood Circle addressed the Commission. Miller explained that as her property line abuts the triangle property she does have concerns about the commercial uses near a residential area and the traffic it will generate. Miller stated that while she understands that commcrcial is thc bcst use of the propcrty, she noted that thc rcquest does represent a significant changc from residential to commercial use. Miller requested that the applicant and Commission consider a buffer yard or landscaping of some kind. Frie stated that buffer yards will be planned for as the property develops. Frie askcd Pfeffcr to respond to Miller's comments. Pfeffer stated that they are only platting at this time to facilitate the construction ofthe interchange. They have no users at this point. In terms of a butfer, Pfeffer statcd that it would be unusual to do a buffer along frontage of Meadow Oak A vcnue. . Miller askcd about the possibility of changing the zoning of the triangular piece near Mcadow Oaks at a later date? Frie stated that ifthat were requested, anothcr public hearing notice would be issued. O'Neill stated that staff would probably require a buffer betwecn thc park and commercial use as part of any proposed developmcnt. He also stated that the corner will need to be looked at the time of development. Miller stated that shc just wants some scnsitivity to safety and aesthetic concerns. Chairman Fric closed thc public hearing. Dragsten pointed out that Meadow Oak will be a busy road during interchange construction. Frie asked if the road would be widened as part of construction. O'Neill stated it would be posted for no parking. Pfeffer stated there will be a temporary parking lot contiguous to the west line of the park. Dragsten asked why three outlots were being platted. O'Neill clarilied that it is due to ponding for the interchange: Outlot C is pond, Outlot A is B-4, Outlot B is the R-PUD. Dragsten asked ifthe location at which County 18 and Highway 75 intersect is zoned B- 4. O'Neill clarified that it is. . Suchy if access was coming from Meadow Oak A venue. Pfeffer confirmed. Suchy asked if it will be two lanes with turn lanes. Pfeffer stated it will be a 40-44 foot road with that center lane as turn lane. O'Neill noted that there would be sidewalk along roadway as well. 2 Planning Commission Minutes OS/23/05 . Hilgart asked if apartments would be allowed under R-PUD zoning. O'Neill stated that he thought only under a CUP. Hilgart stated his preference of commercial over apartments in that area. Frie asked for an explanation of the difference between a final plat and development plan. Pfeffer responded that the development plan related to site development, how it will be developed, versus the recorded documents with surveyed legal. Frie asked if either would be brought before Commission. O'Neill stated that both would potentially come forward via another preliminary plat. Dragsten asked why the ponds are next to County 18, instead of at the back of the property. Pfeffer stated that it is the lowest part. It was also their preference, as the ponds are considered adherence to development. Dragsten stated it might have been a better buffer on other side. MOTION BY COMMISSIONER HILGART TO RECOMMEND APPROVAL OF THE REZONING, BASED ON A FINDING THAT THE PROPOSED USE IS CONSISTENT WITH THE ZONING AND DEVELOPMENT OF OTHER NEIGHBORING PROPERTY SURROUNDING Tl-IE INTERCHANGE AND THE USE IS CONSISTENT WITH THE COMPREHENSIVE PLAN. MOTION SECONDED BY COMMISSIONER SPARTZ. MOTION CARRIED. . MOTION BY COMMISSIONER HILGART TO RECOMMEND APPROV AL OF THE PRELIMINARY AND FINAL PLAT, BASED ON A FINDING THAT THE PLAT IS NECESSARY TO FINALIZE PLANNING FOR THE INTERCHANGE, AND BASED ON A CONDITION THAT THE APPLICANTS PROVIDE COMPLETE SITE PLANNING DETAILS, INCLUDING GRADING, DRAINAGE, AND UTILITIES, AT THE TIME OF DEVELOPMENT. MOTION SECONDED BY COMMISSIONER SUCHY. MOTION CARRIED. 5. Adiourn MOTION TO ADJOURN BY COMMISSIONER DRAGTSEN. MOTION SECONDED BY COMMISSIONER SPARTZ. MOTION CARRIED. . 3 Planning Commission Agenda 06/07/05 . 5. Continucd Public Hearin - Amcndment to Ordinance for 0 en and Outdoor Stora2:c. Applicant: City of Monticello REFERENCE AND BACKGROUND Staff is recommending tabling ofthis item in order to allow for the committee to meet to discuss adjustments to the amendment language. A meeting of the ad hoc committee involved with this amendment is tentatively scheduled for Tuesday, June 21st at 3:00 PM. ALTERNATIVE ACTIONS 1. Motion to continue the amendment to the Monticello Zoning Ordinance for Open and Outdoor Storage to the July meeting of the Planning Commission. 2. Motion of other. . . . . . Planning Commission Agenda - 06/07/05 6. Public Hearin2:: Consideration of a reQuest for a Conditional Usc Permit for Open and Outdoor Storal!e in a B-3 Zonin2: District. Applicant: Enterprise Rent-a-Car. (NAC) REFERENCE AND BACKGROUND. Enterprise Rent~a-Car is seeking a Conditional Use Permit to utilize 4 of the 8 off- street parking spaces at 217 Sandberg Road for storage of rental vehicles. Enterprise would occupy a portion of the building for its office space. Open and Outdoor Storage in the B-3 District may be allowed under the following regulations: 1. The area is fenced and screened from view of neighboring residential uses or if abutting an "R" district in compliance with Chapter 3, Section 2 [0], of this ordinance. 2. Storage is screened from view from the public right-of-way in compliance with Chapter 3, Section 2 [0], of this ordinance. 3. Storagc area is grassed or surfaced to control dust. 4. All lighting shall be hooded and so directed that thc light source shall not be visible from the right-of-way or from neighboring residcnces and shall be in compliance with Chaptcr 3, Section 2 [H], of this ordinance. 5. Does not take up parking space as required for conformity to this ordi nance. 6. The provisions of Chapter 22 of this ordinance are considered and satisfactorily met. A complete site plan was not submitted for this application, however, the building appears to be well over 3,000 square fcet in floor area. The previous application included a plan that would consume up to half of the cxisting parking for the storage of rental cars, in violation ofthe terms of the Conditional Use Permit requirements. The new alternative submitted by the applicants relocates the rental car storage to a fcnced area adjacent to the building, off ofthe parking lot and out ofthe view of the public. This alternative appears to be consistent with the code requirements for outdoor storage in this district. ALTERNATIVE ACTIONS. Decision 1: Conditional Use Permit for Open and Outdoor Storage 1. Motion to recommend approval of the CUP, based on findings that the relocated storage area within the existing fence will not interfere with the use of the site. nor with the traffic on the adjacent street. Planning Commission Agenda - 06/07/05 . 2. Motion to recommend denial of the CUP, based on findings that the application fails to conform with the specific requirements of the Zoning Ordinance and will interfere with traffic on the adjacent street. STAFF RECOMMENDATION. Staff recommends approval of the CUP based on the revised site plan. SUPPORTING DATA A. Site Location Map B. Site Map C. Revised Site Plan - Option A D. Revised Site Plan - Option B E. Area Photos . . 2 -.~' '.-...... . - " J ,12 -E 8.10 !J 14.15 Q 5 ./ -- /~( C, '_'_,_ \, \ \ ) 'r I I j 1/ ,j :=] fF D/7 o PROJECT SITE KJRUlERl)'S MOBILE HOHE PAIl!( IWES',l, ~ELLBERl)'S HllBILE : HOME,PAIlI< IEAS~l _ _, '.. {' ' ~ o '" >- >- '" ;;) :8 II ~.E. ~Mh STREET ~, ~. __+_m____~.. 1_,_ /-----. . (; i/ I,'i FROM :NAC FAX NO. :9525959837 Jun. 03 2005 10:42AM .' ......- ,', ..<C' ~ 2s ~ lu .",,0 j::" ts ~ IQ" 4 ..:; ~a - _:;u:: i;.-..'.. I\: _,__ _11;-" . ~ 1_11.....1;.1:: .. ,g., --. - .... *bi;I.!'iil~ f Iii . . !Sol -l"-" .c 'I' I .. .ili 11__ Q II-! I::C I c:iG FROM :NAC FAX NO. :9525959837 Jun. 03 2005 10:42RM P2/4 {pu Jl! ~ -:- I , ' ...",,~."-J# ~ -- ~ e02' -- \ ,f vJ \) \ ~ -04/ ~ - , O. \ ,- ~ . \ ~ '" , '\ \ \ - \ . , .'- , DQ w"'"" 6.'( ~ ~c)'S.s t - .' / \~ Wo...y \ , , \ - .u- ~ UI rw \-_.. ~0(2) .i, l fR. ~ ., \ ~"17"~ t' I - tt?.I..#'''.,p~ .. . @\ ~ ... ,./ j:~ - t . . . ..." '-- ~ ...... ,'I . , ..,\ - -'" -... ..,.... ~~,.. ~.- " I " --~....- -- -- .. .. ~- - --- -- c-c;IJ ".,.r/ ,,_20,47-.s'8 -~ \ l r-' -- FROM :NAC FAX NO. :9525959837 Jun. 133 213135 le1:42AM P3/4 ~ _,,----,~-~S -- ~- i;. . liD Fr - -- ~. Co , 7 \ .. ~ '" '\ \ -* . . , DQ kJQJ G.V , - j ~(U'~_ t- el, .~ d . , \ \ .". q\ ~ \ .-" : fiD. ~ . .. ~,~.A1:!/jiI1' ~ t' tI:!?.I,........":I&' .. '" @ \ .1 i~~ . .. . . ". , '"- ~ '-I ,.. . ')' - ~ .. -.-~ v"n ,-. , ..-- I .... - .......... ~.... -- .. I~ --- - ~C> -4.r/ ...-:"_~-~/~ . . . Planning Commission Agenda - 06107105 7. Public Hearin!!: Consideration of a request for a Simple Subdivision to create two conformin!! unplatted lots in a PZM (Performance Zoned-Mixed) Zoning District. ApDlicant: Antoinette Breiwick. (NAC) REFERENCE AND BACKGROUND In a review of the submitted application materials by staff, it was noted that per Monticello's ordinmlce related to subdivision, the subdivision of unplatted parcels of less than 5 acres requires that the applicant plat the property to be subdivided. However, planning staff have reviewed this property's uniq ue situation and have determined that simple subdivision of this property could be recommended under the following circumstances: · The Certificate of Survey is revised to show existing lot lines. · The Certificate of Survey is revised to show a 6' drainage and utility easement surrounding the property lines of both resulting parcels. A separate drainage and utility easement document may be provided. · As applicant, you confirm in writing that the legal description for the two resulting unplatted parcels is acceptable to the Wright County Recorder's office, for the purpose of the subdivision of land. The applicant has provided the requested revised lot survey. Both of the resulting lots conform to the standards for the PZM zoning district. The lot areas, at 13,731 and 444,007 square feet exceed the 10,000 square foot lot area required by a single-family district. The minimum width for lots in single-family districts, such as the R-l, is 80 lect. Both of the proposed lots exceed that dimension. Front, rear and side yard setbacks are also met for all existing structures. Should the applicant propose further development on either parcel, the development will be subject to the appropriate planning or building review at that time. The applicant has also indicated that they had met with the Wright County Auditor's Office, who has confirmed that the legal description of the two resulting parcels is acceptable for recording. As a condition of approval, staff would recommend that the applicant provide written proof of the subdivision and parcel assignment by Wright County. Planning Commission Agenda - 06/07/05 . AL TERNATIVE ACTIONS Decision 1: Consideration to approve a Simple Subdivision to create two conforming unplatted lots in a PZM (Performancc Zoned-Mixed) Zoning District 1. Motion to recommend approval of the Simple Subdivision, based on a finding that the proposed subdivision creates two fully conforming lots in thc PZM district, subject to written verification of legal parcel status by Wright County. 2. Motion to recommend denial of the Simple Subdivision, for reasons to be determined by the Planning Commission. ST AFF RECOMMENDATION Staff recommends alternative number I above. SUPPORTING DATA . Exhibit A - Site I,ocation Exhibit B - Certificate of Survey . 2 .- . . . NOTICE OF PUBLIC HEARING Notice is hereby given that a public hearing will be held by the City of Monticello Planning Commission on June 7th, 2005 at 6:00 p.m.. in the Monticello City Hall to consider the following matter: PUBLIC MEETING: Consideration of a request for a Simple Subdivision to create two conforming unplatted lots in a PZM (Performance Zoned-Mixed) Zoning District LOCATION: That part of the Southeast Quarter of the Northeast Quarter of Section 10, Township 121, Range 25, Wright County, Minnesota being part of Block 1 of BAR BUR'S ADDITION TO THE TOWN OF MONTICELLO, according to the recorded plat thereof, described as follows: Beginning at the Southeast corner of Lot 1, Block I, GRIEFNOW ADDITION, according to the recorded plat thereof: thence on an assured bearing of North 79 degrees 59 minutes West along the south I ine of said Lot 1 and the south lines of Lots 2, 3, 4 and 5 of said Block 1, GRIEFNOW ADDITION, a distance of360.00 feet to the most easterly corner of Lot 6 of said Block 1, GRIEFNOW ADDITION; thence South 27 degrees, 51 minutes West along the southeasterly line of said Lot 6, a distance of 113.82 feet to the northeasterly line of the Southwesterly 80.00 feet of said I310ck I of said BARBUR'S ADDITION TO TilE TOWN OF MONTICELLO; thence South 62 degrees 24 minutes 58 seconds East along said northeasterly line, a distance of343.74 feet to the northwesterly line of Elm Street; thence North 27 degrees 35 lninutes 02 seconds East along said northwesterly line, a distance of 222.4 7 feet is the point of beginning. APPLICANT: Antonette Breiwick Written and oral testimony will be accepted on above subjects, and all persons desiring to be heard on referenced subjects will be heard at this meeting. Note: Decisions of the Planning Commission will be subject to the approval or denial of the City Council and will be considered on Monday, June 13th, 2005 at 7 p.m., at the Monticello City Hall. ~ R_ 39 ._""~-~=~~"V'.'. 7A ~m.~ o .~ 1:/4 MI LE l 1/2 MILE PROJ:ECT SITE Of o . KJELLBEAIi'S MOBILE HIM: PARK (liES!) KJELLBERG'S HllII1LE : HOME PARK CEASTI I~'" - 'J- NA;<QLlI HIIFF'S A:x):r:(Jf>,' I..f) ,'t\ C) '" --- 16 --~ ~ R '" .\ :;-ti 7J\ ~ .>~ -- ..... Ji~ ~ ....... .......~ ....... .......~....... ~.."" ....... ~ .~ .............. .. ~I ~....... I; ....... ~,. ~ ~ ....... i.... -- 'f::.o ......... "9" ....... Planning Commission Agenda 06/07/05 . 8. Public Hearin!! - Consideration to amend the Monticello Zonin!! Ordinance relatin!! to min!! procedures for formal applications of Preliminary Plat. Conditional Use Permits, Planned Unit Developments and Variances, and to amend the ordinance to define Simple Subdivisions and the application process related to Simple Subdivisions. Applicant: Citv of Monticello REFERENCE AND BACKGROUND Staff is recommending continuation due to the length of the June ih Planning Commission agenda. AL TERNATIVE ACTIONS 1. Motion to continue the amendment to the Monticello Zoning Ordinance regarding filing procedures for formal application and the process for Simple Subdivisions to a future meeting of the Planning Commission. 2, Motion of other. . . . . Planning Commission Agenda 06/07/05 9. REFERENCE AND BACKGROUND Kristy Brion requests a Conditional Use Pertnit for a special home occupation permit that would allow hair care salon services at her home. The home is located in an R-2 district, at 339 East 4th Street. . The proposed use and associated operation is similar to other uses a1l0wed by special permit such as photography studio, saw sharpening, skate sharpening, sma1l appliance and small engine repair and the like. In describing the salon activities, Brion notes that the salon will be a one-clicnt operation, with a single station. The salon will havc no othcr cmployees. Please see Brion's special home application for further detail. It appears that the use proposed is no different than other home occupation uses that are allowed. Additionally, in revicwing the permit request form and supplied site plan, the applicant has indicated that the use wi1l meet a1l ofthc code requiremcnts. Therefore, it is the view of staff that the proposed use is cligible for a home occupation permit. ALTERNATIVE ACTIONS Decision 1: Conditional Use Permit for a Special Home Occupation for an In-Home Hair Care Salon in an R-2 district. ]) Motion to approvc the Conditional Use Pcrmit for a Special Home Occupation for an in- home hair care salon bascd on the finding that thc proposed use is consistent with the standards identified in the Spccial Home Occupation section of the Monticcllo Zoning Ordinance. 2) Motion to deny the proposed Conditional Use Permit for a Special Home Occupation based on a finding to be determined by the Planning Commission. STAFF RECOMMENDATION Staff recommends alternative! above. SUPPORTING DATA A. Site Location Map B. Special Home Occupation Permit Application C. Site Plan D. Special Home Occupation Ordinancc . . - ~ -.. ....".,...".. - "' .. ~ . - ~ , qA- ;~ MONl ., '.- --.. _on, 1:/L1 Mt LE f 1/2 MI LE Cll'Y HALL 1 [ o .. ~ - - ~ .. - .. . . ~ . ~ - .. .. . . . , .. . CllY HALL PHONE Cf!Y HALL FAx - ~ - - . .. - - - , - ~ - .. .. - . ~ - . .. - - , . -.. _ r _ , _ .. .. . ~ ~ ~ . . '. . A.l;)DRES5: 505 WAI..Nm'Sl'REEr: sc1rrE 1 . MONrICELLo, MN 553l HOURs: 8:00 AM - 4:~ .-n:&rC.WORKSPHON.J PfjBUCWORKSFAX : _n., ... _. .., ,_. __.__ ~.......... ~~ ..........- . CITY OF MONTlCELLO COMMUNITY DEVELOPMENT DEPARTMENT 505 Walnut Street, Suite 1 Monticello, MN 55362 (612) 295-2711 ADMINISTRATIVE PERMIT - HOME OCCUPATION APPLICA TIONIPERMIT Applicant Name: I / I r-) 1/ ~. , .A\\ i r:.!-\/ C.l I : '~~., ('J I ,', {<~.t~ ;~~ ",.,:,~,'~ ::5": I ~ ""-', c-"--' -;>' ....~} n'XDc PlanillngQ(!J Case # C t-UYC) Phone: Homc: 7ft:?y I Q r.:- t, 7' C-""j "}',"'''' "".~.' '.' .....1. ,i' ,....., .1 _ .~ ~.~, j:~, ..':- ,~N''') I'\~' .''''''''''Y'''~' B liS!' nes s :!: r '-'\/'1 \,.:. \ l .j:, .h.: . ... '~""'M'.<1':J ,:. " l, ....~"'., ",., '~;',)~" I ':; '"I'<'''/.; WILL THE HOME OCCUPATION INCLUDE ANY OF THE FOLLOWING? (Circle your response) 2. 3. 4. 5. Retail activity? Yes No/._ Manufacturing or repair <~Ctivity? Yes 0?\---.,. Inventory to be kept on the premises? Yes CJ:>iQ. \ Any person other than those residing on the premises employed in the home occupation? Yes No Use ofmechanicaJ equipment not customarily found in the home? Yes €J More than one ro~m devote~ to the hO~J:L~_..oecupation? Yes ~ OutsIde storage of)l*l~.nals? Yes (No) Slgnage? Yes ~ Internal or external alterations involving constnlCtion? Yes .No Will the home occupation be conducted in a garage or accessory building? Yes Will the home occupation result in more than one cust(}mer's car being parked on the premises at any given point in time? Yes / No No '-"3 ,- Address: .-:) , . C~ 11,..... ,.- ,\, ,....\/ "',~' i (' F; Zoned:K..- \ 13. Describe the entrancc to the space devoted to the home occupation: 6. 7. 8. 9. 10. 11. 12. Business Name: f\ I((J-..Xy\ : ""\~'\i~~ : r ./ k_....... "'j. ).,.^,";;~ ~ " {U ~,l!'-;O 1:1.'". 1 tit.., ,\~_...'~'~ I. Please describe qle propose;d home occupation activity in general tenns and location within home. t"U" \ \1' (A If' e,.. .,' - '\' (') r:-fY~'\(:'-' i"")f"~r"'~'i\ ',_.'" ' . .:....(... -." ..... _____i:. .~ ...' I; . \ 'C'.' . .. ~' ......r .", _nJ .. .' . . HOM EOCC^PP: OKI22/01 Page I . . . Please provide detail for all YES answers above: ge> I have reviewed the regulations associated with operation of a home occupation, and I have reviewed City staff comments: I do hereby agree to abide by all City of Monticello home occupation regulations. r"-_, ~LD dO. OS Dae I FEE: $10 / $125 r--' '..., Receipt # ~l~l ******************************************************************************************* (For City Use Only) It ha..<; been determined by staff that this home occupation permit is: ),(A pproved rJDenied [ ] Special Permit Needed STAFF COMMENTS: -~'- Assistant Administrator Date Approved Public Hearing Date: N/A 110M EOCC.APP: 08/22/03 Page 2 ~ o o a:: J: ~ CD w <:~ ~. z w ,.., " '<J- ~m 1 C'"J ," . . . view and shall be located within a separate room, the access of which is in clear view and under the control of the persons responsible for the operation. 9t7 b. Magazines. Publications classified or qualifying as adult uses shall be covered with a wrapper or other means to prevent display of any material other than t~e publication title. c. Other Use. Adult use/accessory activities not specifically cited shall comply with the intent of this section subject to the approval of the Zoning Administrator. 4. Adult use/accessory activities shall be prohibited from both internal and external advertising and signing of adult materials and products. 5. Adult use/accessory activities shall be prohibited in establishments where liquor is served. 6. Adult use/accessory activities shall be prohibited at any public show, movie, caravan, circus, carnival, theatrical, or other performance or exhibition presented to the general public where minors are admitted. (01/13/92, #217) 3-11: HOME OCCUPATIONS: [A] Purpose. The purpose of this section is to prevent competition with business districts and to provide a means through the establishment of specific standards and procedures by which home occupations can be conducted in residential neighborhoods without jeopardizing the health, safety, and general welfare of the surrounding neighborhood. In addition, this section is intended to provide a mechanism enabling the distinction between permitted home occupations and special or customarily "more sensitive" home occupations so that permitted home occupations may be allowed through an administrative process rather than a legislative hearing process. [B] Application. Subject to the non-conforming use provision of this section, all occupations conducted in the home shall comply with the provisions of this section. This section shall not be construed, however, to apply to home occupations accessory to farming. [C] Procedures and Permits. 1. Permitted Home Occupation. Any permitted home occupation as defined in this section shall require a "permitted home occupation permit." Such permits shall be issued subject to the conditions of this section, other applicable city code provisions, and state law. This permit may be issued by the Zoning Administrator or his agent based upon proof of compliance with the provisions of this section. MONTICELLO ZONING ORDINANCE 3/66 . . . Application for the permitted home occupation permit shall be accompanied by a fee as adopted by the Council. If the Administrator denies a permitted home occupation permit to an applicant, the applicant may appeal the decision to the City Council acting as the Board of Adjustment and Appeals, which shall make the final decision. The permit shall remain in force and effect until such time as there has been a change in conditions or until such time as the provisions of this section have been reached. At such time as the City has reason to believe that either event has taken place, a public hearing shall be held before the Planning Commission. The Council shall make a final decision on whether or not the permit holder is entitled to the permit. 2. Special Home Occupation. Any home occupation which does not meet the specific requirements for a permitted home occupation as defined in this section shall require a "special home occupation permit" which shall be applied for, reviewed, and disposed of in accordance with the provisions of Chapter 22 of the zoning ordinance. 3. Declaration of Conditions. The Planning Commission and the Council may impose such conditions of the granting of a "special home occupation permit" as may be necessary to carry out the purpose and provisions of this section. 4. Effect of Permit. A "special home occupation permit" may be issued for a period of one (I) year after which the permit may be reissued for periods of up to three (3) years each. Each application for permit renewal will be reviewed by City staff. City staff will determine whether or not it is necessary to process permit renewal in accordance with the procedural requirements of the initial special home occupation permit. Staff determination will be made based upon the manner of operation observed by staff and based upon the level of complaints made about the home occupation. 5. Transferability. Permits shall not run with the land and shall not be transferable. 6. Lapse of Special Home Occupation Permit by Non-Use. Whenever within one (I) year after granting a permit the use as permitted by the permit shall not have been initiated, then such permit shall become null and void unless a petition for extension of time in which to complete the work has been granted by the Council. Such extension shall be requested in writing and filed with the Zoning Administrator at least thirty (30) days before the expiration of the original permit. There shall be no charge for the filing of such petition. The request for extension shall state facts showing a good faith attempt to initiate the use. Such petition shall be presented to the Planning Commission for a recommendation and to the Council for a decision. MONTICELLO ZONING ORDINANCE 3/67 7. Reconsideration. Whenever an application for a permit has been considered and denied by the Council, a similar application for a permit affecting substantially the same property shall not be considered again by the Planning Commission or Council for at least six (6) months from the date of its denial unless a decision to reconsider such matter is made by not less than four-fifths (4/5) vote of the full Council. . 8. Renewal (jfPermits. An applicant shall not have a vested right to a permit renewal by reason of having obtained a previous permit. In applying for and accepting a permit, the permit holder agrees that his monetary investment in the home occupation will be fully amortized over the life of the permit and that a permit renewal will not be needed to amortize the investment. Each application for the renewal of a permit will be reviewed without taking into consideration that a previous permit has been granted. The previous granting or renewal of a permit shall not constitute a precedent or basis for the renewal of a permit. [D] Requirements: General Provisions. All home occupations shall comply with the following general provisions and, according to definition, the applicable requirement provisions. I. General Provisions. a. No home occupation shall produce light glare, noise, odor, or vibration that will in any way have an objectionable effect upon adjacent or nearby property. . b. No equipment shall be used in the home occupation which will create electrical interference to surrounding properties. c. Any home occupation shall be clearly incidental and secondary to the residential use of the premises, should not change the residential character thereof and shall result in no incompatibility or disturbance to the surrounding residential uses. d. No home occupation shall require internal or external alterations or involve construction features not customarily found in dwellings except where required to comply with local and state fire and police recommendations. e. There shall be no exterior storage of equipment or materials used in the home occupation, except personal automobiles used in the home occupation may be parked on the site. f. The home occupation shall meet all applicable fire and building codes. . g. There shall be no exterior display or exterior signs or interior display or interior signs which are visible from outside the MONTICELLO ZONING ORDINANCE 3/68 dwelling with the exception of an identification sign which is limited to identifying the name ofthe resident only. . h. All home occupations shall comply with the provisions of the city code. 1. No home occupation shall be conducted between the hours of 10 p.m. and 7 a.m. unless said occupation is contained entirely within the principal building and will not require anyon-street parking facilities. .1. No home occupation shall be permitted which results in or generates more traffic than one (1) car for off-street parking at any given point in time. [E] Requirements: Permitted Home Occupations. I. No person other than those who customarily reside on the premises shall be employed. 2. All permitted home occupations shall be conducted entirely within the principal building and may not be conducted in an accessory building. 3. Permitted home occupations shall not create a parking demand in excess of that which can be accommodated as defined in Section 3-5 [F] 6, where no vehicle is parked closer than fifteen (15) feet from the curb line. . 4. Permitted home occupations include and are not limited to: art studio, dressmaking, secretarial services, foster care, professional offices and teaching with musical, dancing, and other instructions which consist of no more than one pupil at a time and similar uses. 5. The home occupation shall not involve any of the following: repair service or manufacturing which requires equipment other than found in a dwelling; teaching which customarily consists of more than one pupil at a time; over-the-counter sale of merchandise produced off the premises, except for those brand name products that are not marketed and sold in a wholesale or retail outlet. [F] Requirements: Special Home Occupations. 1. No person other than a resident shall conduct the home occupation, except where the applicant can satisfactorily prove unusual or unique conditions or need for non-resident assistance and that this exception would not compromise the intent of this chapter. . 2. Examples of special home occupations include: barber and beauty services, photography studio, group lessons, saw sharpening, skate MONT1CELLO ZON1NG ORDlNANCE 3/69 sharpening, small appliances and small engine repair and the like. 3. The special home occupation may involve any ofthe following: stock-in- trade incidental to the performance of the service, repair service or manufacturing which requires equipment other than customarily found in a home, the teaching with musical, dancing, and other instruction of more than one pupil at a time. . 4. Non-Conforming Use. Existing home occupations lawfully existing on the effective date ofthis section may continue as non-conforming uses. They shall, however, be required to obtain permits for their continued operation. Any existing home occupation that is discontinued for a period of more than 180 days, or is in violation of the provisions of this chapter under which it was initially established, shall be brought into conformity with the provisions of this section. 5. Inspection. The City hereby reserves the right upon issuing any home occupation permit to inspect the premises in which the occupation is being conducted to ensure compliance with the provisions of this section or any conditions additionally imposed. (8/1 0/92, #232) 3-11A: OUTDOOR SALES AND DISPLAY: . [A] LICENSE. A license must be obtained by any person or business engaging in the operation of seasonal outdoor sales and displays as herein defined. No license shall be required for temporary outdoor sales and displays as herein defined that are conducted by the operators of a legitimate business if it is determined by the Zoning Administrator that such outdoor display or sale is consistent with the intent of the Zoning Code and the Comprehensive Plan. (Transient merchants engaged in outdoor sales and display shall be subject to the provisions of Chapter 10 of the City Code.) [B] Those outdoor sales and displays that are determined by the Zoning Administrator not to be consistent with the intent of the Zoning Code or Comprehensive Plan may be appealed to the City Council. - [C] APPLICATION, FEE, AND LICENSE PERIOD. Application for an outdoor sales and display license shall be made to the Zoning Administrator of the City on a form to be provided by the Zoning Administrator. The Zoning Administrator is hereby authorized to review and approve licenses for outdoor sales and displays as follows: . MONT1CELLO ZONING ORDINANCE 3170 . 10. . . Planning Commission Agenda - 06/07/05 Public Hcarim!: Consideration of a reQuest for a Concept Sta2:c PUD. Applicant: Herita2:e Dcvelopment. (NAC) REFERENCE AND BACKGROUND Attached to this cover summary is a report on the proposed Heritage project known as "Jefferson", an 890 acre mixed use project incorporating the Silver Springs Golf Course and other land. The project has received a significant amount of attention, and the concept plan has been revised since its original draft was rolled out earlier this year. The developers have also held two neighborhood meetings to present the concept and gather feedback from surrounding property owners. Those meetings were held as a communication means betwcen the developer and neighboring property owners and were not part of the formal City review of the project. The Concept Stage PUD application is the beginning of formal review by the City. In summary, the proposal consists of about 45 acres of commercial office and retail property, a remodeling/reconstruction of the Silver Springs Golf Course to an 18 hole facility, and approximately 2,600 residential units. Of the residential development, 717 units are detached single family housing, 268 of which meet the 80 foot lot width for R-1, and 449 which are on 50 and 60 foot wide lots. The remaining 1,890 units are attached housing, with a mix of townhouse styles and multiple family designs. There are several significant questions raised by the project, including the following: . The City's ability to finance, provide and maintain the extensive levels of infrastructure necessary to support a development that would increase the City's population by up to 70%, including sewer, water, regional roadways, and a freeway interchange. Cost studies are currently underway in this rcgard. The distribution of utility and freeway interchange costs have not been established. . The market feasibility of the project in developing higher end housing, in light of the developer's proposal to remodel the golf course into a high- level facility over a period of 8 years, rather than "up-front". Staff notes that in similar projects in other locations, the amenities are provided at the beginning to set the tone for the project and attract the higher-end market. To reflect the pattern in these other projccts, the phasing would need to be reversed, or the design of the projcct would need to be overhauled. . The nature of the project land use mix, which includes just 10% of the units meeting the City's R-l zoning, and would elevatc Monticello's ratio of attached housing to more than 40% of its housing stock, more than Planning Commission Agenda - 06/07/05 ...... ~ Hennepin County (the County with the highest such ratio in the Twin Cities metro area). . The high number of units (given the overall size of the project) without exposure to either golf course or wetland amenities. More than 2,000 of the units are located without the advantage of these amenities, raising concerns over the basic nature ofthe project. . The trade-off of large areas of commercial/industrial guided land for medium- and high-density residential development, preserving just 32 acres for business park and 13 acres for local retail. . The phasing plan for the project, which essentially builds in nearly 900 attached housing units (and 145 detached units) in the earliest phases, most of which are the lowest-value housing in the project. The items raised above need to be considered even before the many "smaller" issues of project design, building architecture, neighborhood livability, retail use location, public ballfield location, public park and pathway provision, and relationship to existing land uses. This is not to diminish the importance of those factors, however. There are several such issues that staff and others have noted, some of which arc not possible to fully examine at the scale of drawings currently available. However, the fundamental issues discussed in the paragraphs above, and supported by the text in the attached report, lead planning staff to recommend a denial of the current version of the Concept Plan, based on a concern that action on the plan is premature at this time, given the several major outstanding unknowns. In order to providc guidance to the developer in their ongoing efforts to update the Plan and submit a new Concept, the Planning Commission and City Council should address the following questions: 1. What sort of public financial role will the City be willing to play in this project'? Will the City bond for various projects with financial securities from the developer, or will the City require the developer to obtain private financing for all improvements? . 2. How will the City's risk be secured by the developer, assuming that many of the infrastructure projects will need to be publicly financed? 3. Will the City participate financially in any ofthe "oversizing" that may be done as a part ofthe project, or will it expect the developer to carry those costs as a component of dcveloping at the edge of the City's service arca? What would be the City's share of "oversizing" if it is willing to participate? . 2 Planning Commission Agenda - 06/07/05 . 4. What proportion of attached housing is a reasonable percentage to expect for this project? For Monticello overall? 5. Is the City willing to wait for the golf course development, on the hope that it will eventually lead to the higher valued development in the future? 6. What contribution will the City expect the developer to make toward the construction of an interchange with 1-94? 7. Should the developer provide additional information related to market feasibility? What is the evidence that the golf course, as currently conceived, will continue to be a viable entity into the future, since it is advertised as the central amenity feature to this project? What evidence exists that will support the housing values in the numbers of units proposed - especially if significant cost increases raise housing costs beyond those currently suggested? ALTERNATIVE ACTIONS . Decision 1: Concept Stage Planned Unit Development for "JefTerson", a mixed use PUD. 1. Motion to recommend approval of the Concept Stage plan, based on findings that the project, with appropriate amendments to the City's Comprehensive Plan and attention to detailed design changes as noted in the attached report, meets the City's expectation for land development in this area of the City. 2. Motion to recommend denial of the Concept Stage PUD plan, based on findings as stated in the attached Exhibit - Findings of Fact. Planning Commission should review the findings of fact listed and determine which, if not all, standards apply for denial. This will assist the applicant in the re-design of the concept plan. STAFF RECOMMENDATION . As discussed, Staff recommends denial of the Concept Stage PUD as being premature at this time. The questions and issues raised in this report are intended to guide the Planning Commission, City Council, and the developer in the preparation of a revised Concept Stage plan for subsequent submission. ') .) . Planning Commission Agenda - 06/07/05 SUPPORTING DATA Exhibit A - Exhibit B - Exhibit C - Exhibit D - . . Findings of Fact for Denial Staff Analysis/Introduction to Jefferson at Monticello Developer Packet including Concept Stage PUD Plans Long Range Land Use Plan 4 Planning Commission Agenda - 06/07/05 IDA . Findings of Fact Supporting a Recommendation of Denial Heritage Development - Jefferson Concept Stage pun I. The project will require millions of dollars (totals currently unknown) in public investment for public sanitary sewcr, public water, public roadways and an interstate highway interchange. 2. The project raises issues of iinancial feasibility for the City that could endanger the City's financial health without better description of market feasibility and financial securities. 3. The project is inconsistent with the City's Comprehensive Plan with regard to balanced housing stock and cmphasis on commcrcial and industrial development. 4. The project is inconsistent with the City's Comprehensive Plan policy for attached-detached residential unit mix and overall residential density. 5. The project relies on phasing that delays the golf course amenity until too late in the project timcline to ensure high-value housing as called for in the City's Comprehensive Plan. . 6. The project relies on phasing that leads to the construction of an unbalanced mix of lower-valued units in the earliest phases. 7. The project's unit mix results in a ratio of attached units that is inconsistent with local historical trends, Wright County housing mix, and exceeds even those of more urbanized areas of the Twin Cities metropolitan area. 8. The dcsign of the golf course facility appcars to omit practicc facilities, raising questions of market niche and market viability of the golf course as the central project amenity. 9. The Concept Plan shows high-use park and commercial facilities adjacent to existing rural residential neighborhoods, in eonflict with Comprehensive Plan policy for reasonable land use transitions and buffering. . 5 . . . IDe> Planning Commission Agenda 06/07105 Introduction - .Jefferson at Monticello Overall Review The Heritage Development project, known as "Jefferson at Monticello", is an 890 acre development on the northwest boundary of the City. The proposal consists of approximately 400 acres of residential land, 32 acres of business park land, 15 acres of retail commercial land, ] 0 I acres of public open space and wetland, and a remodeling of the 36 hole Silver Springs golf facility into an 18 ho1c championship golf course. The proposed area would occur west of 1-94 betwecn 120th St NE to the North and Highway 39 to the south. The projcct proposes 268 units of R-l lots, 449 units of small-lot single family (60 and 50 foot widths), 974 townhouse units of various design, 498 condo units, 49 "Senior Row" townhouses, and 360 units of scnior condos, for a total of 2,598 units. A business park is added to the northeast side of the site and surrounded by townhomes and condos. Recreation available throughout the site includes a small "city park" in the southeast corner and a trail systcm traveling through the voids of the lots. Othcr open space, though not all necessarily public, includes the golf course and flood mitigation areas. Undefined medical and neighborhood commcrcial centers are also proposed in the southern and northeastern portions of the site area. The site has proposed to modify the road structure to allow for curving roads and roads terminating at the ends of townhome developments. In order to complete the development, the following steps have been recommended by staff or are required as part of the City's Zoning and Subdivision Ordinance. . Market Study - Golf Courses, Housing, Local Business . Comprehensive Plan Amendment to allow for higher densities and residential and commercia] uses . Rezoning _ Agricultural Open Space to PUD - Various residential, business, open space base zoning requirements will be sought . Preliminary Plat . Planned Unit Development (PUD) . Alternative Urban Areawide Review Document (AUAR) Market Analysis Based upon population projections, an estimated 7,000 new residents would reside in the City by 2013. Because the City has not undertaken specific comprehensive planning within this area (including growth policy, land usc planning, and goal setting) or finalized utility and transportation planning for this area of the community, these discussions necd to be considered concurrently with the more specific project review. . According to the Minnesota State Demographic Center, the following population projects exist within for the City. 2005 2010 Population 9177 10,431 * Estimated populations. MN DATA NET 2015 11,632 2020 12,711 2025 13,153 Using this information, it is anticipated that the City will see a l3% rate of growth within each five-year period. Within the proposed development, it is anticipated that an estimated 7,000 residents will be added between 2006 and 2013. Therefore, it is estimated that Monticello's population would increase to 15,500 people prior to 2015, or 33% greater than anticipated. This population increase does not include any other increases in population due to other developments or migration into the City. In addition to the population increases that the developmcnt will cause, an additional component that should be examincd is the overall site itself. As part ofthe developer's materials it is clcar that the golf course will be a focal point of the site area. According to Minnesota Golf therc are approximately] 4 public, semi public, and public golf courses within a 25 mile radius of the development. Additional new courses are also being proposed in other areas within the region. A question that should bc asked is what will bc the market for this typc of developmcnt within 5 years or 10 ycars? Furthcrmore, will this niche development with high-end townhomcs and condominiums bc able to sustain itself if markct conditions slow? Typically higher cnd condominiums and townhomes retain thcir value if located near amenities such as watcrbodies, landmarks, or other amenities. If, however, thc golf course market falters will these homcs be able to rctain thcir valuc equal to the infrastructurc funding necessary to accommodatc them? . Clearly, the developer assumcs thc risk of market driven housing, however, the City shares an equal, if not greater risk, in the long term maintenance and financing of needed infrastructure. The development will require significant upgrades as well as new construction necdcd for various city infrastructure projects. This development will rely on cxtending all city utilities and building a new intcrchange onto 1-94. The developer has proposed to put up money for infrastructurc costs at an amount has yet to be determincd. The city's financial abilities and necds will be discussed later in this report. Because ofthat risk as well as thc scope ofthe projcct, our office recommends that an independent market analysis be conducted for this developmcnt. Because the City is a major stakeholder and will no doubt bc vested in the life cycle of this dcvelopment beyond its completion, additional research is essential. The market rescarch should be conducted to include the following: . Recent trends in golf course developments . Forecasted residcntial devclopment . 2 . Forccasted methodology to includc: . a. Regional review and analysis b. Historical growth and 10-20 year trends c. Percentage oftotal regional residential development . Price niches for this dcvelopment compared to existing housing stock and regional forecasts . financial impacts on city services. Estimated need for additional staff and staff serVlces. . Estimated impact on the area school system. . Current conditions for rctail and business within this area . Forecasted retail development . Location attri butes Comprehensive Plan . Because the site area was included in the City's anncxation arca since the last comprehensive plan amendment in 1996, there are very preliminary findings for this area. The Jefferson at Monticello development proposes a major departure from the current comprehensive plan. The portion of the project east of Cameron Avenue is guided for a mix of industrial development along the freeway, and low dcnsity residential adjacent to the Silver Springs Golf Course. The entire golf course propcrty west of Cameron is guided for open space. The land uses that comprise the Jefferson at Monticello rcquire a wholesale change to the land use plan: Industrial area is significantly reduced, open space is significantly reduced, and the residential areas arc dramatically increased both in geographic area and in density. In order to accommodate this wholesale change the City should consider the following policy questions prior to moving forward with the development: At 3.2 units per gross residential acre (excluding commercial land, hut including go{f'course and open space), how does the City feel about this density, compared to the maximum 3.0 units per acre normally allowed? At 6.5 units per net residential acre (excluding all non-residential uses and collector street ROW, but including local street ROW), how does the City feel about this density, compared to the maximum 4. () units per acre allowed? . At this dcnsity, the project is defined as medium density, even including the golf course land in the density calculation, At a net density, the project is about as dense as any other townhouse 3 . project in the City - and this is at a scale more than 10 times larger than that of the largest competing development. There is very little "low density residential" shown on the plan, even though that is the only residential land use designation currently applicable to the area. There are nearly 600 units of multiple family housing (Senior Condos and "Retreat Condos"). In addition, there are approximately 700 units of "townhouses" in 8 and lO unit clusters that would qualify as multiple family units in the City's zoning ordinance. Again, the only residential land use designated for this area is "low density residential", although very little can be found in the concept plan. The City officials will need to ask if they want the city to grow at this density and if this is the housing market they want to open to current and ncw rcsidcnts. When considering requests for Comprehensive Plan amendments, the City should look at the following policies found within the Comprehcnsive Plan when making a dctermination as to the scope of the project (staff's comments are in italic) Housing: Policy: Housing is a support system for the primary City functions. City decision making will review housing proposals and land usc planning relating to residential use, as to how they relate to the City's primary goals and objectives. . The development (?fJefferson at Monticello will depend upon the City's polices related to land use within this area. Currently the area is designatedfor open space and residential uses. Policy: The City should monitor housing development in an effort to provide a full rangc of housing choices. An unbalanced housing supply leaves gaps in the community's social structure, whethcr it is in afTordable housing units housing the City's industrial labor supply, moderate family housing, or higher end housing providing move-up opportunities for maturing families and residents. The proposed development will encompass an array q{housing styles and housing densities as described in this report. The overall plan will allow for l~fecycle housing options and prices. These options however, will he impacted by the overall infrastructure costs associated with the development. Policy: Monticello will actively utilize its zoning power to accomplish its goals. Monticello will apply many tools in order to accomplish its goal of housing which builds community, rather than merely population. In order to accommodate this type q{developmenl. a Planned Unit Development district will be necessary to allow fhr flexibility in lot area, lot widths, and setbacks. Additionally, the City will need to allow the development to occur at a higher density than has been recommended by the Comprehensive Plan. . 4 ~ 'WI' Growth Management: Policy: Monticello will direct the atlem of rowth throu ,h land use lannin and infrastructure development. Infrastructurc life is often 40-50 years or more. As a result, decisions on the location and installatiop of ncw investments ip infrastructure have long lasting effects. The development will have a la,tin!: impact on infrastructure and urban design within the City and surrounding area. The interchange alone will have a dramatic impact on traffic flow throughout the region. To this end, additional information pertainin!: to financial impacts and who will be responsible for costs associated with said development will be critical. Policy: The Cit will monitor but not ace rowlh and develo ment. The primary role for the City in planning for new development will be to provide properly zoned and serviced land to accommodate current needs. This policy states that the desired balance will be achieved as the market acts to meet needs and demands. The City will need to determine ~fthe size and scope of the project is acceptable compared adjoining land uses and the overall market qf"the City. Amending the City's Comprehensive Plan is a policy decision that must be made by the City. The City, in considering an amendment oftbe Comprehensive Plan, will need to determine if higher density residential uses are appropriate for this area and the surrounding land uses. . Zoning The current site area is zoned as A-O, or Agriculture under the County's zoning. [n order to procecd with the development, the developer will be requestiug to rezone the area to accommodate residential and business and commercial uses. When rezoning the area, the City should look at surrounding land uses to avoid spot zoning or reclassifications that do not follow the policies of the comprehensive plan. In granting or recommending any rezoning the City should consider the following: 1. The proposed development conforms to policies, goals, and standards of the Comprehensive Plan. (The City must first approve the Comprehensive Plan prior to rezoning the area). 2. Sufficient information is necessary for the City to determine whether the proposed development is in keeping with the intent and purpose of the zoning ordinance and the comprehensive plan. With regard to question 2, there does not appear to be sufficient information necessary at this time for the City to determine whether the proposed development is in keeping with the intent and purpose of the zoning ordinance and the comprehensive plan. . 5 . . . Alternative Urban Areawide Review Document (AUAR) Thc City is currently undergoing an AUAR. The content of the AUAR will be similar to an Environmental Assessment Worksheet (EA W), however must provide f()r a level of analysis comparable to an Environmental Impact Statement (EIS) for possible impacts of residential, commercial, as well as the development of related infrastructure. Additionally, the AUAR prescribes mitigation measures that may impact areas of the concept plan. Existing Land Uses The current uses of the proposed land are primarily agriculture and open space. Existing structures include buildings from threc farms, two large lot residential neighborhoods, multiple scattered single family units, and the golf course and club house. The farm structures will be demolished to make room for new development. The current 36 hole golf course and club housc will be reworked into a new 18 hole championship course and a probable redesign of the club house to match the proposed architecture of the development. Site Layout The developer is proposing to add 2,598 dwelling units over approximately 890 acres in the next eight years. As illustrated in the table below the majority of these new dwelling units will be multi family attached units. The main focus of the site is the conversion of the current 36 hole golf course into an 18 hole championship course. The golf course would be surrounded by the upper level executive housing and higher level townhomes. Bclow is a review ofthe proposed lots proposed by the devcloper as well as the City's zoning district regulations compared to the proposed development 6 . Summary of Proposed Structure and Acres pcr Use. Development Summary Number of Units Acres per Use U nits per Acre 80' Lots 268 81.32 3.3 (net density)* 60' Lots 332 73.90 4.5 (net density)* 50' Lots 117 18.93 6.2 (nct density)* Total Single Family Lots 717 174.15 4.1 (nct density)* Multi Family 1881 224.4 7 8.4 (net density)* Total Dwelling Units 2598 398.62 6.5 (net density)** Jefferson Parkway ROW 12.90 Other ROW 84.80 Golf Course 198.18 City Park 28.83 Open Space 101.00 Total Housing Units 2598 824.33 T 3.2 (gross density)*** Business Park Needs Discussion 32.15 Neighborhood Scrviccs Needs Discussion 13.20 Total Exception 7 Existing Single 17.45 Family Units *Net Dcnsity=#of dwelling units pcr type/total acres for specified type **Total Nct Density~-#of dwelling units per type/(total acres for spccified type+other ROW) ***Gross Density'~Total dwelling units/(total dwelling acres~street ROW+all determined open space) . Comparison of Monticello's Arca Regulations versuS Jefferson's Proposal Monticello's Area Rel!ulations Jefferson's Proposal District Lot Width Lot Area (sqft) Lot Width Average Lot Area (sqft) R~1 80 12000 80' Lot 13216 sf R~IA 90 16000 NA NA R~2 80 5,000 sf/unit Varies Varies R~2A 45 7500 60" Lot 9696 sf 50" Lot 7048 R~3 80 10000 NA NA Many ofthc following issues werc raised with the developer in previous renditions of the project. Some of thesc have been addresscd in subsequent drawings. They are repeated here for refercnce, although some are new, and othcrs still need to be considered: . "football" shaped SF residential area on east side of Cameron - nced to change this street pattern to eliminate the odd intersections and narrow corner lots . 7 . · There should be no ponding consuming land in the business park. Ponding should occur in other areas. · The neighborhood business loeatedin the southeastern portion of the plan will have an impact on the adjoining existing homes due to light and increased tramc. This commercial pocket should be removed to ensure similar land uses next to existing neighborhoods. · The plan needs to be drawn so it does not have a pond completely surrounded by roads as in Gable Townhouse area east of Cameron. · The Township Road along the north boundary of the project area is mislabeled as County Road 75 · Access horn Ponderosa development - the Ponderosa layout accommodates it, but it should be reviewed carefully. The neighbors did not express opposition at the open house; however they do not want to pay for it. · The developer should identify public and private roadway areas within the project. They are not reviewable at this scale. . · Private drive or alleys should be a design consideration in the small~lot single family areas in order to encourage recessed, side~loaded or rear~loaded garages. · Location of JeHerson Parkway (CSAH 39) adjacent to west boundary of Devron Greens -"- are there any concerns here? (Residents at the open house objected to cutting off their view of the golf course.) ]t is noted that the residents have no ownership interest in the golf course or its view. · No small playground areas are shown in this project. With potential population of 7000~8000, the project area will need to accommodate several layers of park use-- how should the plan address local park access? The current Parks Master Plan suggests a walking distance of one quarter to one half mile, maximum. Additionally, the subdivision ordinance states that 10% of the gross area (or 89 acres) shall be dedicated for park purposes. · Individual driveway access points too many of the townhouses are too close to Chelsea Road - future reviews will need to examine garage and driveway locations to ensure adequate spacing and setbacks. · Correct the existing angled street and intersection along the north side of project. · Village Townhomes are single~loaded units, however, they have a single continuous roofline and no variation in fayade from unit to unit. . 8 . · Retreat condominiums - how do these work? The plans do not provide adequate detail to sire planning around these (and other) building styles. Underground parking? Other neighborhood amenities? · In staffs review, the Prairie Townhomes and Gable Townhomes received the greatest amount of acceptance. These units were each single-loaded, had tuck- under garage designs, or recessed garage exposure, and had interesting roofline and wall plane variation. · No building examples for Senior Row Townhomes or the Senior Condos were provided. · Pipeline easement runs through property lines of proposed units. Closer review at a more manageable scale will be needed. · Residential types should face each other. Townhomes facing 80' lots adjacent to Hole 2 should be redesigned to be single family homes. · What protective measures are being taken along Otter Creek? · Is existing vegetation on the sire worth saving? (L,arge trees, stands of woodlands, open grassland) . Unit Comparison The proposed development is comprised of 72% multi family units and 28% single family units. The current make up of the City of Monticello is the opposite; 70% single family and 23% multi family according the 2000 US Census. In past review, Monticello has felt their housing market suffices for affordable housing units and moderate family housing, but has left the upper-level housing market open to other areas outside the City. With the defInition of upper level being general, Monticello has 146 or 8% of its homes priced over $200,000 (2000 US Census Data). Understandably, on average homes in the Wright County area have been increasing in value by 10% per year, making these home approximately $300,000 today. The proposed single family homes for the proposed development would begin at $225,000 _ $350,000. 2000 US Census Data states the median price for a single family home in Monticello is $130,200, projected to approximately $195,000 today (10% per year projection). Even proposed condos and townhomes would begin at $160,000. To follow are tables that show a comparison of dwelling units per structure for Wright County Versus other nearby Counties of the metropolitan area . 9 . . . Anoka County Carver County Existinl! # of Units Percent Existing # of lJnits Percent Total Housing 103,126 95.4 Total Housing 23878 96.0 Units Units Units per Structure Units per Structure 1 86360 79.9 1 20585 81.9 2 1565 1.4 2 342 1.4 3-4 1474 1.4 3-4 410 1.6 5-9 1908 1.8 5-9 793 3.2 I 0-1 9 2626 2.4 10-19 627 2.5 20 + 9193 8.5 20 + 1321 5.3 Total Multi 16766 15.5 Total Multi 3498 14.0 Family Family Hennepin County Wright County Existing # of Units Percent Existing # of Units Percent Total Housing 467204 99.7 Total Housing 31765 92.5 Units Units Units per Structure Units per Structure 1 300427 63.5 1 28055 81.7 2 21989 4.7 2 398 1.2 3-4 12318 2.6 3-4 422 1.2 5-9 12641 2.7 5-9 542 1.6 10-19 27565 5.9 1 0-1 9 881 2.6 20 + 95264 20.3 20 + 1467 4.3 Total Multi 169777 36.2 Total Multi 3710 10.9 Family Family Source: 2000 Census Data, www.census.gov Data excludes mobile home boat, RV, van, ete housing units Existing Housing Units in Monticello and Number of Units per Structure vs. Proposed Housing Units in JefTerson Development and Number of Units per Structure. Existinl! # of Units Percent Proposed # of Units Percent Total Housing 3005 100 Total Housing 2598 100 Units Units Units per Structure Units per Structure I 2118 70.4 1 717 27.6 2 33 1.1 2 0 0 3-4 112 3.7 3-4 578 22.2 5-9 53 1.8 5-9 445 17.1 1 0- 1 9 185 6.2 1 0-1 9 498 19.2 20 + 294 9.8 20 + 360 13.9 10 . . . Total Multi 677 22.6 Total Multi 1752 72.4 Family Family Source: 2000 Census Data www.census.gov The developer has indicated that there the golf course is the primary focal point within the development, below is a review of the number of units with views of either the golf course or an environmental area within the development. Comparison of Units with Views to the Golf Course or Environmental Amenity Unit Type Total # of Units # of Units with Views to Golf Course or Environmental Amcnity 50' SF Lots 117 34 60' SF Lots 332 19 80' SF Lots 268 212 Prairie Townhome 333 240 Village Townhome 161 16 Gable Townhome 120 36 Vista Townhome 360 0 Urban Condos 270 10 Retreat 228 0 Senior Row 49 0 Senior Condos 360 0 Total # of Units 2598 567 Architecture and Housing Style The developer is proposing an array of housing styles that range from vista townhomes to agcd restricted indepcndent senior housing. Below is a table that estimates the type of housing style, proposed architecture and exterior finishings, and proposed square footage. As indicated on thc plans submitted by the developer, thesc styles arc subject to change. Additionally, the markct price for these units will also be impacted if 100% of the infrastructure costs are borne by the dcveloper. Below is a review of the proposed housing types: Young Professional and First Time Housing Housing 'fype Vista Townhomes, Village Townhomes, Retrcat Condominiums, Gable Townhomcs 1,000-1,700 s uare fect. Two car inte rated gara es Hardiboard, vinyl, stonc, brick, shake and board lapsiding, multiple roof pitches throu haut each housin design. 1 ] ~ """"-. -_.,~ ~~' -"..~~ . . - ~ Maintained by HOA Maintained Owner or HOA Market Price $160,000-$275,000 Family Formation Housing Housing Type Urban, Single Family Homes, Retreat Condominiums and 4 plex townhomes Square Footage 1,600- 1,800 square feet. Square footage unknown for single family homes. Exterior Finishes 2 level underground parking with direct home access for urban single family and Styles homes. Single family homes have a mix affront forward and detached garage designs. Varying roof pitches are proposed throughout. Maintained by HOA for the urban single homes and retreat condominiums. Owner Owner or HOA maintained for single family. Market Price $225,000-$325,000 Move lJp Golf Course Housing Housing Type Larger Single Family Homes, Prairie Townhomes Square Footage 1,500 -1,900 square feet Exterior Finishes Hardiboard, vinyl, stone, brick, shake, and board lapsiding. Varying roof and Styles pitches, and front forward designs for the single family homes. Maintained hy lIOA for the townhomes. Owner maintained for single fmnily. Owner or HOA Market Price $250,000-$350,00 for the townhomes. $320,000+ for the single fmnily homes. Executive Housing Housing Type Housing types within this category are existing homesite within the site area. Market Price $350,000+ Lifestyle and Empty Nester Housing JIousing Styles Prairie Townhomes, Retreat Homes, Gable Townhomes, Detached Villas Square Footage Prairie Homes 1,500-1,900 square feet. Unknown for othcr units. Exterior Finishes Front and rcar porches, undcrground parking for condominiums. Additional and Styles information regarding finishes will be required for housing types. Maintained by HOA maintained. HOA or Owner Market Price $200,000-$350,000 12 whom. I f the developer assumes the cost of some or all of these components the overall cost of each unit will no doubt increase. If the costs of housin g increases, the question that wi II remain . is if the Monticello market place can accommodate high end condominiums and townhomes. Unanswered questions include those relating to land use policies and planning, population growth, infrastructure costs and financing, housing costs, market demand, and the overall phasing of the project remain. It is because of these global unanswcred questions that we recommend denial of the concept plan. This recommendation is based upon the premise that the more the City knows today the less will be unknown tomorrow. That is, if the developer and City agree to a conceptual plan with a list of recommendations for moving forward that include financial questions, policy questions, and land use questions, we are balancing these recommendations in the hope that things resolve themselves. On the contrary, because of the size and scope of the site, our recommendation would be to create avenues whereby information is determined before any conceptual approval is granted. An independent market analysis would be mutually beneficial to both the developer and the City. This document would allow information to be presented that specially looks at growth, housing, business, and recreational components and how they are balanced with the overall City and region. To this end, our recommendation is not necessarily a denial based upon a bad plan, rather, it is based upon the understanding that moving forward with a conceptual plan with a large amount of unresolved information is bad planning. . 19 . The developer is proposing an eight year phasing plan with construction to begin as early as 2005 or 2006. Below is a review of the proposed plan. . Phasing Years Acres Multifamily Units Single Family lJnits Open Space Phase 1 2005- 159.6 acres 563 units 88 units 2006 Phase 1 a 2006 28.7 acres Eastern portion of golf course Phase 2 2007- 143.1 acres 246 units 57 units Portion of golf course 2008 Phase 2a 2009 76.6 acres 376 units 73 units Phase 3 2010- 166 acres 147 units 223 units 2011 Phase 3a 2012 46.0 acres 127 units Phase 4 2013 259.7 acres 549 units 149 units Remainder of golf course The overall phasing plan will allow for the development of a majority of the multifamily units at the earlier years with the majority of the single family units to be constructed in the later years. Additionally, the completion ofthe golf course would not occur until the final year ofthe phasing plan. As mentioned previously, staff has concerns with the overall phasing in of the golf course. Because of the scope of the plan as well as the course being a focal point within the overall site, the course should be constructed in the earlier phases. . With regard to the overall plan, the City should consider if the golf course, trails, parks and other community amenities should be completed in the earlier phases. This will ensure that the development's theme is completed prior to future phases. CONCLUSION AND RECOMMENDATIONS The proposed development is ambitious as it seeks to utilize and upgrade the current golf course and provide for an array of housing units and styles within this area. The development will allow opportunity areas for public recreation via parks, trails, pocket parks, a city park, and landscaped boulevards. In addition to the residential development, a portion of the plan will include a mix of business and commercial opportunity areas to be located in the northeastern and southeastern portion ofthe site area. When completed, the development will create roughly 2,600 units with an estimated population of between 5,000-7,000 people. The site area includes the development of roughly 898 acres which is larger than any single development recently proposed within the City. In order to accommodate the development, major infrastructure components will need to be resolved. This includes how the construction of roads, bridges, the interchange, sanitary sewer, utilities, and other eosts will be paid and by . 18 2. Since the golf course is to be considered a major focal point within the development, should approval of the plan be contingent upon completion of the entire golf course as part of phase . 1 of the development? 3. The golf course should include a driving range within the overall course plan. 4. Are there other areas that should be identified for parks within the plan? The City's subdivision ordinance states that an amount of land equal to 1 O%if the gross land area of the plat shall be presumptively deflned as "reasonable commensurate." Based upon the total gross area, 89 acres of land would be needcd to satisfy the City's park requircment unless it is determined that cash in lieu of land or a combination of cash in lieu and land is recommended. 5. The city should make the determination as if additional passive open space should be identified within the area or if larger pocket parks should be located within the ovcrall sitc. 6. If pocket parks are proposed within the site, does the city wish to have these parks operated by the HOA or by the City? If the city wishes to maintain these areas, it should be assumed that additional costs on public works will be anticipated. Pedestrian trails move through voids crcatcd by the units and along roadways in uncontinuous connections. Monticcllo as a whole would need to envision the walkability or the city before allowing a trail system to be constructed in one development. Possible extensions for the development into the surrounding community could be to the YMCA property to the south, . along the extended Chelsea Road to the southeast, across the current Orchard Road bridge to the northeast, and to other future developments to the north and west of the proposed. Also a safe pedestrian crossing over 1-94 to the east, where Otter Creek connects to Par West Park, would give waJkable access to Downtown Monticello. The Parks Commission has not had an opportunity to review this concept. The concept plan shown at this scale makes a Parks Commission review difficult. It will be critical for the Parks Commission to review a plan illustrating open space, park areas and trailways in a more detailed plan. Public vehicle eonnections to thc site will need to be reviewed in a more comprehensivc manner. The coneept plan proposes dead ending the current roadway that runs through the site. New local road ways connect the site north to south, but there is no east/west connection through the site. Currently this development is not surrounded by major city developments. The small residential lots that exist are able to use existing local streets with case, if Jefferson is built in full then this will not longer be the case. Roads will have to widened, and an over pass will have to be built to create a connection with 1-94 and the communities adjaeent to it. . 17 Land Use Relationships . Consideration should be given to the neighborhood commercial area. Should it be next to something else, rather than existing residential? Perhaps a more appropriate location would be nearer to CSAH 39 and the Clubhouse area. There should also be a green space butfer around the existing single family areas. High density uses against existing residential is a concern. Land use relationships to adjoining parcels and within the project need to be addressed. These are two examples of potential land use conHicts between existing and proposed development. While the City's zoning ordinance provides for buffer zones (these will need to be addressed with more detailed plans), there are some land use conflicts with this plan that will require revisions to the project. Open Space and Recreation The existing golf course is the featured attraction to the development. Located within the center of the development, the course will provide opportunities for view sheds, trails, and community development opportunities within the overall site. In addition to the golf course, the applicant has also identified open space and a city park within the plan. The open space is mainly located in the n0l1hwestern portion of the site. The majority of the open space entails wetland areas, however, passive open space are also located within the site. . Passive open space is generally described as open space that is essentially unimproved and set aside, dedicated, designated, or reserved for public or private use or for the use and enjoyment of owners and occupants of the land. In addition to the open space, a city park is located within the eastern portion of the site. Within the park, baseball fields, parking, and trail connections are proposed. Below is a review of the amount of open space within the site compared to the overall site area: Acres Percent of the total site area Open Space (Wetlands) 101 acres 11% City Park 29 acres 3[)/O Golf Course 198 acres 22% In review of the open space proposed by the development the following questions and comments should be examined by the City: 1. What is the function of the golf course? Is it to be a pubic, semi-public, or private course? If it is private or semi-private, what are the impacts on the entire city? Does the City wish to have an exclusive type course within this area? . 16 . -. - Aged Restrictive Independent Senior Housing Housing Styles Ownership Condominiums and Rental Apartments Square Footage Unknown Exterior Finishes Unknown and Styles Maintained by HOA HOA or Owner Market Price $150,000-$300,000 Business Composition .Jefferson at Monticello proposes to include a 32.15 acre business park and 13.2 acres of neighborhood services including medical facilities. The concept plan proposed the business park to include a mix of office and industrial. The concept plan shows a glass office build with attractive fountain and landscaping, but we are left to our own assumption as to what companies will occupy the space. A detailed outline of possibilities should be presented to the city. This area would not be set aside as a major area for retail, but rather a place for office space and commercial. Use and building standards need to determined by the developer to have these area blend into the surrounding neighborhoods. The neighborhood services areas are proposed to include multi story buildings. The multi story buildings would provide for commercial and office mixed use or commercial and residential mixed use. Providing residential above commercial is an adequate way to have affordable apartments and continuous eyes on the street, but is this a type of combined use the City would like to see? The best building set up in this area would be multi story buildings with office above commercial. Specific uses will also need to be determined by the City and the developers. Public Infrastructure Because of the location of the project, there are several critical public infrastructure projects that will be necessary to accommodate the development. These include the f()lIowing: 1. Extension of sanitary sewer collection lines, eventually including the expansion of the wastewater treatment plant; 2. Extension of water lines, including the construction of a new well and water tower; 3. Extension of Chelsea Road from its planned terminus at County Road 39 through the project to connect with Orchard Road/County 75; 4. Construction ofa new interchange with 1-94 in the area of Orchard Road/County 75; 5. Potential realignment of County 39 to connect with Chelsea Road and the Orchard Road interchange. 13 . The developer has indicated in prcliminary discussions that it would expect to be responsible for the infrastructure costs incurred as a result of its project. City Council members havc indicated Iikcwise that the current Monticello taxpayers should not be cxpectcd to cover the costs of this project. As a result, identifying those costs, and determining a rcsponsible phasing and financing plan for the .Tcf1erson at Monticello project, is a critical step in ensuring that the City's taxpayers are protected from risk, and thc proposed benefits of the project as advertised by the developer are rcal ized. Because of the nature ofthc intfastructure necessary to serve the development arca, it is not realistic to proceed on a piecemeal basis. The interchange, the utilitics, and the other roadways all necd to be constructed as complcte projects. That is, we cannot build only a portion of the interchange, or just a segment of the sanitary sewer linc. Moreover, thcse are inhercntly public projccts. Thcy may be ultimately paid for by privatc dcvelopment, but the City will need to fi nance and construct them on the front end. In discussions with MnDOT the spacing for the interchange will require roughly 2,800 feet distance on each side ofl-94. Where the interchange is proposed, its proximity to the nuclear power plant, and overall design requirements will significantly impact the north and south sides ofthc freeway. . The size of financial undertaking necessary to serve this project necessitates a clear understanding by all parties as to what the expectations are for project timing and how the City's investmcnts will be secured. As cost studies as currently underway for thesc projects, at this timc the identification of cost and funding sources has not becn determined. Access The concept plan relies on a number of transportation improvements that provide conncctions to other parts of the community, but also serve to dcfine the layout of the project mId provide collector access to the nOlihwest part of the City. Cameron Avenue is being treated as local street access sometimes, and non-access collector street sometimcs. The function and need of this road needs to be examined and made consistent. Cameron Ave. to the cast -. this arca is cut off from rest of development - thcre is no continuity between east and west ~ thc design needs to show some roadway and/or pedestrian connection between the two sides of the project. Canleron A venue is an existing roadway that connects the Orchard Road area on the north to County Highway 39 on the south. There are somc parcels that rely on Cameron f()r local street access, but it also serves as a collector route to some of the area. Becausc Cameron has been constructed as a Township Road, it was built to a rural cross section. The road would have to be reconstructed to remain a part of this project. As a result, the project plan should consider this roadway to be either collector or local strcet - not a little of both. - - 14 . Moreover, in its collcctor role, it cuts the cast portion of the project area off from the wcst. The plan does not provide an east-west connection, but requires crossing of this roadway for the golf course use. As a collector, only grade-separated crossings should be considered. If at~grade crossings are permitted, Cameron will need to be redesigned as a local street, and double- frontage lot conditions should be eliminated. Chelsea Road is shown passing around Devron Greens and serving various business parcels- also while Cameron Avenue remains dircctly adjacent to this subdivision. Is there a bettcr design for this area? Chelsea Road is a collector street, but will provide limited direct access to the larger commercial parcels. There would not appear to be a need for both Cameron and Chelsea in this area. The plan should be rcdesigned to make a better distinction between collector and local street layout. The general street layout will need to be reviewed more closely by planning and engineering staff. Jcflerson Pkwy is to be a major collector, dcsignated as County State Aid Highway 39. The design of this road is to be as a parkway, even though it will carry some significant truck traffic from the west. ..... The rcvised layout for CSAH 39 (called Jeffcrson Parkway in this project) will rely on the cooperation of the County Highway Department. This road will provide the primary exposurc for the project, so attractive roadway design will be important, as will views of the projcct from the roadway. At the samc time, it serves a major regional transportation role, particularly for gravel truck traffic from the west. Most of this traffic is likely heading for 1-94. With a new interchmIge at Orchard Road, this conncction will reduce heavy truck traffic through the existing neighborhoods, however, it will raise issues for compatibility between this traffic and the ncw project. The high-end housing areas adjacent to the golf course will need to be shielded from the impacts of the heaviest traffic on CSAH 39. ...... The whole pedestrian systcm is not reviewable at this scale. The project should provide at least two grade-separated crossings of CSAH 39 J()r both golf course and pedestrian USe. Other local and regional trail issues should be addressed, and it is noted that trails will be more specifically addresscd as a part of a future review. In addition, it will be important to ensurc that trai Is throughout the project can function for both golf course and pedestrian use. The plan provides an illustration of internal trail conccpts. As noted, the trail system cannot be cxamined at the scale of these drawings. The City will need to set goals for the trail system within this pr~ject, as well as connections to other parts of the community. Possible extcrnal connections would be to the YMCA property to the south, along the Chelsea Road cxtension to the southeast, across thc current CSAH 39 bridge to the east, across the current Orchard Road bridgc to the northeast, and to other potcntial development to the north and west. Other options include possibilities for pedestrian crossings OVer the freeway to the east. Local (and pcrhaps minor collcctor) strcet COlillcctions will need to be examined in a more comprchensi ve manner. 15 . ..-.. .... Planning Commission Agenda -- 06/07/05 11. Public Hearilll!: Consideration of a reQuest for a Concept Stal!e PUD for Monte Club Villas, 14.18 acre residential development consistinl! of 26 detached townhome units. Applicant: L&G, LLC. (NAC) REFERENCE AND BACKGROUND The applicants havc requcsted approval of a 26 unit detached townhome project that would he located on the site of the current Monte Club restaurant, as well as the north slope of the Monte Club hill along Fenning A venue. The project sitc is divided by an easement for overhead power lines running cast-west through the middle of the area. Detached townhomes are single family homes which are developcd with common open spacc and a homcowncrs association for ownership and maintenance of the common land. The development site is steeply slopcd, and is covcred with a variety of trees, including large oak trees and newer Poplar and Ash woodlands. The units themselves are designed to sit on relatively narrow lots with three car garages. The projcct relies on privatc strect access, however, the garages are turned and share driveways to minimize thc impact of garages at the street. The project also includes a common opcn green with visitor parking, surrounded by the private streets at the top of the hill. Due to the significant slopes, there arc two separate sections of the project. At the top of the hill, project aceess for the south area would oecur from a private street off of Fenning in the location of the current rcstaurant drivcway. The north half would gain access from a separate private street which would be a cul-de-sac strect serving just seven units. Staff notes that construction of this project would rely on a great amount of excavating and rctaining wall construction to support both the houses and the roads. The trce cover on the the site would be eliminated to accomplish the development. Monte Club hill is identified in the Comprehensivc Plan as being one of the most significant natural features of thc community. Due to its sever slopes and inaecessibiJity to farming, there have remained several stands of woods on the hill, as well as excellent views in all directions. Becausc a developmcnt of this scope in this location would compromise one of the City's most identifiable landmarks, staff havc been working on alternative options to preserve some of thcse asscts. One of these alternatives has hccn to trade a portion of the adjacent park land for a broad block of development land. This concept would reorient the project from a north-south project stepping down (and consuming) the hillside to an east-west project running along the slope. This changc would prescrve a major strip of woodlands (approximately 250~300 fect wide) all the way from Fenning Avenuc on the west to connect to the City's Water Tower park area on the east. This design Planning Commission Agenda - 06/07/05 . results in a net increase in park area, preserves a natural swale through the current park land area, and preserves the applicant's unit count near the 26 proposed. Relevant to this idea is that the applicant's proposed plan does not provide a significant park space connection, mId the unit count would probably be reduced to 23 or 24 when park dedication is accounted for. Staff's concept would preserve a band of woodlands all across the hill, maintaining a view of forested hillside from thc community. It is also noted that it would likely reduce grading and the need to construct as much retaining wall. The downside to the staff alternative is that the plan would gain the preservation of some of the poplar/ash woods in trade for the loss of some of the oak woods on the City's park property. While the view of the hillside from the community does not distinguish between the types of trees, oak woods are often more highly valued due to their rarity. As a final note of the alternative, it is noted that the Park Commission was not favorable to the trade, primarily due to the concern over precedent as well as the loss of a portion of the existing oak trees. Planning staff is conccrned, howevcr, that the design as submitted would have a much greater visual impact on the hillside, to the detriment of Monte Club hill as an attractivc natural feature. . The Park Commission met on the site and developed a third alternative. This option would utilize the applicant's proposal, but would eliminate the northern tier of seven lots, acquiring them through requircd dedication (about 3 lots) and the remainder through purchase. This option would preserve all of the highly valuable woodlands and minimize the amount of street eonstruction since all of the remaining lots would gain access from the upper level, eliminating the northern cul-de-sac street. AL TERNA TIVE ACTIONS Decision): Concept Stage Planned Unit Development for Monte Club Villas. I. Motion to recommend approval of the Concept Stage PUD, based on a finding that the proposed plan is consistent with the City's Comprehensive Plan policies and objectives, and a finding that the project constitutes reasonablc use of the property. 2. Motion to recommend denial of the Concept Stage PUD, bascd on a finding that the project is inconsistent with the goals and policies of the Comprehensive Plan, due to the extensive tree loss and visual impact on the Monte Club hillside. 2 Planning Commission Agenda - 06/07!O5 . STAFF RECOMMENDATION Staff does not recommend the alternative proposed by the applicants. While density of the project (at less than 2 units per acre) is low, the project will have a drmnatic effect on the Monte Club hill, both from the impact on the site, as well as on the view of the hill from the community. Because there would appear to be other alternatives that would moderate this impact, planning staff would recommend that a differcnt dcvelopment plan be considered. As noted, the Park Commission's recommendation is to preserve the existing park land, and acquirc the northern tier of the Monte Club Villas propcrty through dedication requirement and purchase. This option, while accommodating development, would preserve the greatest amount of woodlands on the hill, and would compensate the applicant for the loss of development capacity. Other options include: . · The land swap option raised by staff - this option would increase park preservation over the applicants' plan (less, however, than the Park Commission plan, but with no out-of-pocket cost). · Retain the current land use designations: Commercial on the Monte Club half of the land, Medium Density Residential on the north half of the land. This plan would require a complete revision to the concept. If the project goes forward as proposed, it will be important to include Park Commission review of any park dedication requirements t(Jr the plat. SUPPORTING DATA Exhibit A - Site Plan Exhibit B - Aerial with Plan Overlay Exhibit C - Staff Alternative Plan Exhibit D - Area Trail and Park Plan Exhibit E - Applicant PUD Plan Exhibit F - Parks Commission Request Plan Exhibit G - Alternative/Swap Plan ..... ..... "' ..J N~ -~............ lV1d H~13>lS '011 .~ :ll? 1 '0113~I1NO~ .:10 Al18. g SV111A lllH 3lNO~ G - ili . .~." - ,., ... .-.........-.-." ----.-=".--- .-.. "QN '6i1~ ~:~lao n;:!:o~:~-S:l.'tj;i.1J8 '~~~~lf9f5-JJllll~~~ :."--~::.::=-:~"--_.::=:~~===== .,.,__ ~O;::~-~O ']~~ ;~~ ! ()ll35I_L~~\JJ~:;~ :-_ ~~:la~~~n~~o ---~.-._.-._---".--..,-",_._..,,-.,-- ~S G3'~]HO -I ,J ONI 'S3J.VIOOSSV 'B H~W :AEl NMVtlO I ~ I ij)ir-- 'AS N~IS]O I ":tOOZ 9 1 A \1W NOSI:I303d ~I:IVa08 NGlldl~"5JO ___.___ .J~ .S079TlSO----.--.. '31'0 'J i\ J ~;? "', :;-" Ii j "":',,,_:. ~.~:!".~.~.~ "~'crt; !.~'g ..,~., "'''--.. ,I " _:~~~l~~ .~.~ dO -~,-- ~.- -- -'-'-". ..-" . "~~ ~'" '" '~" ....~. '...... / ,~, "~'" .... ..... '...., '" < ".................'-. ................l 'J~ ~ CONCEPT PLAN OF MONTE HILL VILLAS . .. 11C, . . . :g I NUl fGGV f-lJXIS S77ffl WNlGdV:J DeSIGN ~OHUM J~n"14" 2003 5:36PM ~ II i i ! r I ct J :.. ~ Q II Ii I ~ I? ~ n II II II u I~ U . I. 0 0 't "=--\ f. 'S )> .... ... i ,.. ...... )0--'" / } c ~, :;' ! I :I: ; Ii :t t . c.r .. r. ~ l\P =:t:.. '" ~ " .~ .. :- - ~ ~ ~ ~ ~ j m -=- ~ PI ' ! :~l '-1-" 811lRrn~m ill!!," 'l!I!!!~s~t (,',r . ~ f . 1. ~ rf c'" d'" '" ';2 " .. J- i' ('f. ',\ r ". J t.. n "< ~ ~. ,,::.v "1 .-- .. i """~f ~ . ,'w. ,..-.---...-..... . I , I I . I t ...-..J g:. .01 ~ ~ ....'......_....,~- --,..,~-......_-_.-.. v' " ," S" "r- o. , . . ......,.._-..". . . . .\ j I , \ . , i ! i 1 I , , I I \ ~ 'r..o . ! .' .. (.1' '" ,.. ... j . ,,~ .' ... ; , I' ." ".., 'f .',~z.."'~:""""""""" .........- ~-::....." ~t.... 'I-:;""_-~ i I i , I ,! f ! ..'..,.,.: i, ; i f I . I , li :: ..~ ,., . 4':~' , ; i i I t I "'-....- .. . ; ~~ . , , .' . . . . " w ..-.. ..-.- ., . .0:........' '" . . ~ :'" .. ",f'~ lI' ~.' . ~- I~" .. ... C" i I I I ".it . lie . . I\~ . . . . Planning Commission Agenda - 6/07/05 12. Public Hearinl!: Consideration of a request for preliminary plat approval for Hidden Forest. a 103.44 acre residential subdivision of 171 sinlde familv units. and rezoninl! from A-O to R-l and R-IA. Applicant: Bradlev Paumen. (NAC) REFERENCE AND BACKGROUND Bradley Paumen is requesting preliminary plat approval of a single family development to be known as Hidden Forest. The subject site is 96 acres in area and is located south of County Highway 39, east of Riverside Acres, a rural residential project on the east boundary of the City. The project includes a request for rezoning from its current A-a, Agricultural-Open Space designation, to a mix ofR-l and R-IA zonmg. Rezoninz. Rezonings are regulated by the zoning ordinance process requiring consistency with the Comprehensive Plan, compatibility with surrounding existing and future land uses, and the ability to serve the proposed development with adequate public services. In this case, adjoining land uses include rural family homes to the west, County Highway 39 to the north, and rural agricultural uses to the east and south. Utilities are available to the site from County Highway 39. The proposed zoning would appear to meet each of the requirements for rezoning. Preliminary Plat. rrhe proposed preliminary plat includes 12 single family parcels. The following table illustrates the performance requirements ofthe R-I District; R-l Requirements R-IA Requirements Lot Area 12,000 sf 16,000 Lot Width 80 feet 90 feet Front Setback 30 feet 35 fect Side Setback - House 1 5 feet 15 feet Side Side Setback - Garage 6 feet 6 feet Side Rear Setback 30 feet / usable 30 feet / usable Roof Pitch 5112 5/12 Garage Size 450 sf 700 sf House Size 2,000 sf 2,000 sf Finished Size 1,050 sf 2,000 sf finished Foundation Size None See note Garage Location Standard setbacks No more than 5' forward The south portion of the site, divided from the north portion, is planned for the R-IA, given the extensive wetland and woodland cover in this area. An extension of the primary street access is provided to the southwest boundary to connect to another, 1 . Planning Commission Agenda - 6/07/05 related project that is expected to be proposed later this year known as Sunset Ridge. The project plans show 9 R-l A lots to the west of this street extension, and 5 R-I A lots to the east of this street. An additional 49 R-IA lots may be proposed in the next phase. It is noted that an additional access street to the east may be desirable in this area, and should be subject to further review by the City Engineer. The R-l proposal consists of 105 single family lots. Each of the lots appears to meet the City's standard minimum dimensional requirements for R-l residential, without the need to average the lot sizes or setbacks. . The layout reflects the discussions between staff and the applicant, including connection to the public township road to the west, and minimal use of cul-de-sac design where practical. The City Engineer has made several comments as to engineering design, including the need to add sidewalks on one side of all streets, and the design of the cul-de-sacs to meet the City's island requirements. The cul-de-sacs require the creation of an association of those parcels that front of the cul-de-sac for maintenance of the island. The preliminary plat are represents the portion of the original parcel that does not combine the significant stands of trees. The treed area was left out of the plat due to the absence of a tree survey. Therefore, until a tree survey is completed, there is a resulting inability to design that portion of the plat with tree preservation in mind. In order to facilitate a future design in this area that accommodates greater tree preservation, at this time staff would recommend the removal of the five lots and the two road access points to the east of "Street A". This will help accommodate the future road alignments in that area. Park dedication is planned for the south portion of the site, incorporating pathway (including boardwalks) and parkland around the wetland area, and connecting to the southwest. Provision for future park dedication should be made in the development contract to avoid later confusion over the amount of dedication required. The Parks Commission has reviewed the park and trail dedication proposed and recommended approval. ALTERNATIVE ACTIONS Decision 1. Rezoning from A-O to R-l and R-IA, Single Family Residential 1. Motion to recommend approval of the rezoning to R-l and R-IA, based on a finding that the proposed zoning is consistent with the surrounding neighborhood, eonsistent with the Comprehensive Plan, and meets the requirements of the Zoning regulations for rezoning consideration. . 2 Planning Commission Agenda - 6/07/05 . 2. Motion to recommend denial of the rezoning, based on a finding that a different zoning district would better meet the requirements ofthc Comprehensive Plan and Zoning Ordinance. Decision 2. Preliminary Plat for Hidden Forest 1. Motion to recommend approval of the Preliminary Plat of Hidden Forest, based on a finding that the land use pattern is consistent with the City's Comprchensive Plan, and that the proposed plat meets thc R-l zoning regulations, subject to the following conditions; 1. The applicant will necd to receive access approval onto CSAH 39 from Wright County. 2. A park dedication requirement as set by City resolution is recorded with the development contract to be approved with the final plat, based on the phasing of park dedication. . 3. The applicant redesign the plat to remove the 5 lots to the east of "Street A" at this time. Arrangement of those lots to be included in a future phase of developmcnt for Outlot D. 4. The applicant accommodates the requirements of the City Engineer's report, dated 6/1/05. 2. Motion to recommend denial of the Preliminary Plat of Hiddcn Forcst, based on a finding that proposed plat is not consistent with the intent of the Zoning Ordinance. ST AFF RECOMMENllA TION Staff recommends approval of the Hidden Forest Preliminary Plat and rezoning with the conditions listed in this report. SUPPORTING DATA . Exhibit A - Site Location Map Exhibit B - Preliminary Plat Exhibit C - Grading Plan Exhibit D - Utility Plan Exhibit E - Site Aerial with Plat Overlay 3 i2A . 'ee of fy comer 'th side ,City of Monticello Wright County, MN 29) ~ - ~ -------- I IIIIIIIIIIr. .....~..... ....-t'1Ii:II".-.-. __~~ ~ __ ~ ...........-:: ...:::- --.... ~~ --- ~ ---- I --- I .\.. r~ ,: . I . ,. I 8 c,i ,,~ . Sec. 8 ~ 17. Twp. 121. Rng. 24 VICINITY YAP . \f" , ' r' , '", , NOTICE OF PUBLIC HEARING Notice is hereby given that a public hearing will be held by the City of Monticello Planning Commission on June 7th, 2005 at 6:00 p.m.. in the Monticello City Hall to consider the following matter: . PUBLIC MEETING: Consideration of a request for Preliminary Plat for Hidden Forest, a 103.44 acre residential subdivision consisting of 171 single-family units, and of a request to re-zone from A-O to R-l (Single-Family Residential) and R-IA (Single~Family Residential). LOCATION: Vicinity of Haug Avenue and County Road 39. Parcell: The West 40.00 feet of the East 285.00 feet of Government Lot 2, Section 8, Township 121, Range 24, Wright County, Minnesota, lying North of the centerline of County Rd. 39, per WRIGHT COUNTY HIGHWAY RIGHT- OF-W A Y PLAT No.6, according to the recorded plat thereof, said Wright County. Subject to an easement for County Road No. 39, and subject to all other easements of record, if any. Parcel 2: That part of Government Lot 2, Section 8, Township 121, Range 24, Wright County, Minnesota, lying southerly of the center line of County Rd. 39, per WRIGHT COUNTY HIGHWA Y RIGHT-OF-WAY PLAT No.6, according to the recorded plat thereot~ said Wright County and easterly of . the east line of HARTWIG's RIVER ROAD ACRES, according to the recorded plat thereof, said Wright County, as monumented, and that part of the East Half of the Northwest Quarter and the Northeast Quarter of the Southwest Quarter of Section 17, Township 121, Range 24, said Wright County lying easterly of RIVERSIDE ACRES, according to the recorded plat thereof, said Wright County, as monumented. Together with: Outlots B and C, said RIVERSIDE ACRES, as monumented. Subject to an easement for County Road No. 39, and subject to all other easements of record, if any. A copy of the preliminary plat is available for review at the Monticello City Hall. APPLICANT: Bradley Pauman Written and oral testimony will be accepted on above subjects, and all persons desiring to be heard on referenced subjects will be heard at this meeting. Note: Decisions of the Planning Commission will be subject to the approval or denial of the City Council and will be considered on Monday, June 27th, 2005 at 7 p.m., at the Monticello City Hall. Jetf~ e:2--!ListcatOf . O'ZO~\:O~ :'oN )11.01 iVld 3~d l :31U ~MO ~:)Jl OJ~~Jf1J O:J:J'~f'I ')Jl NMV~O H~\: ~ ~:'\8 N~1530 3).VO ~~ ~O/ll/\:O :3iVO IJ ~N 0,\ 0 5 151 ~ -,1).dlijJ530 ~........ ~ i T--\ , . , L~ .... . ... ~ ~ 1 ~ ~ l ~ ;( ~ '" hl , I "I --I I 1 1 "'L_J ..; ! 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'~11!1-..II , I ". <II Ii IIII ~ l<' 2 ". ~ n, \ @~ ~ -l ._, I \ gij , \ .. ~ . jl ' \ \ ~ tl ~ \ , ~I ; ~ i ~ \ .. . \ : ~li~I~~~S ~! ~~!;l ~~~~ ~ ~~~J~BBB8 ". " <II f I !i,& e 1 a 8 ~ I I ~~~ \'~ '" )~8 . . . . . . Planning Commission Agenda - 06/07/05 13. Consideration to approve a resolution findine: that a modification to the Redevelopment Plan for Central Monticello Redevelopment Proiect No.1 and the TIF Plan for TIF District No. 1-34 conform to the e:eneral plans for the development and redevelopment of the citv - Applicant: Citv of Monticello (O.K.) A. Reference and backeround: The Planning Commission is asked to adopt the attached resolution stating it tinds the modification to the Redcvelopment Plan to enlarge the boundaries of the Ccntral Monticello Redevelopment Project No. I and proposed TIF District No. 1-34 Plan conform with the general plans for development and redevelopment of the city as described in the comprehensive plan. First, the modifIcation includes enlarging the Project No. 1 boundaries to include the A VR site (requested for annexation by the Council May 23) and Otter Creek Crossing (future development of the city-owned business center.) Secondly, proposed TIF District No. 1-34, a Renewal and Renovation District, is being established to assist in covering a portion of the City's cost and to minimize the impact of a higher than expected payment for land and other costs associated with the public improvements. The project costs are estimated at $16,000,000 and the City's share is over $4,000,000, but could be higher. The private developers will be responsible tCJ[ their own land acquisition and are being assessed or traded for land at over $5.4 million. The TIF District boundaries include the Dahlheimer site and the parcel currently under condemnation. The tax increment revenue will be generated from the proposed Target Store and the proposed adjacent retail (outlots) of approximately 35,000 sq. ft. as per the fInal plat of Union Crossing. The proposed Home Depot and other retail-strip development is not included in this TIF District. The Planning Commission approved the Preliminary Plat for Union Crossing in December, 2004. The Final Plat is scheduled to be on the Council Agenda of June 13, 2005. For this agenda item, the Planning Commission is stating the TIF Plan for District No. 1-34 conforms with the Comprehensive Plan: Land use, zoning, and general development plans. The City Council is scheduled to hold a public hearing and adopt the TIF Plan for District No. 1-34 on June 27, 2005. . . . Planning Commission Agenda - 06/07/05 B. Alternative Action: 1. Motion to adopt a resolution finding that a modification to the Redevelopment Plan for Central Monticello Redevelopment Projeet No.1 and the TIF Plan for 'fIF District No. t- 34 conform to the general plans for the development and redevelopment of the city. 2. A motion to deny adoption of a resolution finding .............................................. 3. A motion to table any action. c. Rccommendation: The City Administrator and HRA Executive Director recommend Alternative NO.1. Reasons: Enlargement of the Project No.1 Plan boundaries allows the City the ability to establish TIF Districts within those boundaries. Establishment ofTIF District No. 1-34 allows the City the ability to cover a portion of the City's cost and to minimize the impact of a higher than expected payment for land acquisition and other public improvement costs. Since the proposed District boundaries only cover a portion of the new development, the remaining portion of the new development will disburse immediate economic benefit to the City. Lastly, as the Planning Commission previously approved the Preliminary Plat for Union Crossing, it is assumed the Plat conformed with the general plans for development and redevelopment of the city. D. SUDDortine: Data: Resolution for adoption, maps, and TIF District No. 1-34 Plan 2 . PLANNING COMMISSION CITY OF MONTICELLO COUNTY OF WRIGHT STATE OF MINNESOTA RESOI,tITION NO. RESOLUTION OF THE CITY OF MONTICELLO PLANNING COMMISSION FINDING THAT A MODIFICA nON TO THE REDEVELOPMENT PLAN FOR CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO.1 AND A TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. 1-34 CONFORM TO THE GENERAL PLANS FOR THE DEVELOPMENT AND REDEVELOPMENT OF THE CITY. WHEREAS, the City Council for the City of Monticello, Minnesota, (the "City") has proposed to adopt a Modification to the Redevelopment Plan for Central Monticello Redevelopment Project No. I, reflecting its increase in size, (the "Redevelopment Plan Modification ") and a Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 (the "TIF Plan") therefor (the Redevelopment Plan Modification and the TIF Plan are referred to collectively herein as the "Plans") and has submitted the Plans to the City Planning Commission (the "Commission") pursuant to Minnesota Statutes, Section 469.175, Subd. 3, and . WHEREAS, the Conunission has reviewed the Plans to determine their conformity with the general plans for the development and redevelopment of the City as described in the comprehensive plan for the City. NOW, THEREFORE, BE IT RESOLVED by the Commission that the Plans conform with the general plans tor the development and redevelopment of the City as a whole. 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MODIFICATION TO THE REDEVELOPMENT PLAN FOR CENTRAL MONTICEllO REDEVELOPMENT PROJECT NO.1 and the THE TAX INCREMENT FINANCING PLAN for the establishment of TAX INCREMENT FINANCING DISTRICT No. 1..34 (a renewal and renovation district) within CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO.1 . MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY CITY OF MONTICELLO COUNTY OF WRIGHT STATE OF MINNESOTA Public Hearing: June 27,2005 Adopted: This document is in draft form for distribution to the County and the School District. The TIF Plan contains the estimatedfiscal and economic implications of the proposed TIF District. The City and the HRA may make minor changes to this draft document prior to the public hearing. e EHLERS Prepared by: EHLERS & ASSOCIATES, INC. 3060 Centre Pointe Drive, Roseville, Minnesota 55113-1105 651-697-8500 fax: 651-697-8555 www.ehlers-inc.com & ASSOCIATES INC . . . TABLE OF CONTENTS (for reference purposes only) SECTION 1- MODIFICA TION TO THE REDEVELOPMENT PLAN FOR CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO.1. . . . .. . . . . . .. 1-1 Foreword . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . .. 1-1 SECTION 11- TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. 1-34 . . . . . . . . . . . . . . . . . . . . . .. 2-1 Subsection 2-1. Foreword........................................ _ . . . .. 2-1 Subsection 2-2. Statutory Authority ....................................... 2-1 Subsection 2-3. Statement of Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2-1 Subsection 2-4. Redevelopment Plan Overview. . . . . . . . . . . . . . . . . . . . . . _ . . . . . .. 2-1 Subsection 2-5. Description of Property in the District and Property To Be Acquired . 2-2 Subsection 2-6. Classification of the District ................................ 2-2 Subsection 2-7. Duration of the District .................................... 2-3 Subsection 2-8. Original Tax Capacity, Tax Rate and Estimated Captured Net Tax Capacity Value/Increment and Notification of Prior Planned Improvements ............... 2-3 Subsection 2-9. Sources of Revenue/Bonded Indebtedness ... . . . . . . . . . . . _ . . . .. 2-4 Subsection 2-10. Uses of Funds .......................................... 2-5 Subsection 2-11. Business Subsidies ............................. _ . . _ . . . .' 2-6 Subsection 2-12. County Road Costs ...................................... 2-7 Subsection 2-13. Estimated Impact on Other Taxing Jurisdictions. . . . . . . . . . . . . . . .. 2-7 Subsection 2-14. Supporting Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8 Subsection 2-15. Definition of Tax Increment Revenues ........................ 2-8 Subsection 2-16. Modifications to the District. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2-9 Subsection 2-17. Administrative Expenses .................................. 2-9 Subsection 2-18. Limitation of Increment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-10 Subsection 2-19. Use of Tax Increment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11 Subsection 2-20. Excess Increments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11 Subsection 2-21. Requirements for Agreements with the Developer . . . . . . . . . . . . .. 2-11 Subsection 2-22. Assessment Agreements ........................... 2-12 Subsection 2-23. Administration of the District. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12 Subsection 2-24. Annual Disclosure Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12 Subsection 2-25. Reasonable Expectations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12 Subsection 2-26. Other Limitations on the Use of Tax Increment ................ 2-12 Subsection 2-27. Summary ........................................ _ . . . . 2-13 APPENDIX A PROJECT DESCRIPTION ......................................... _ . . . . . A-1 APPENDIX B MAPS OF CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO.1 AND TIF DISTRICT NO. 1-34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1 APPENDIX C DESCRIPTION OF PROPERTY TO BE INCLUDED IN TIF DISTRICT ............. C-1 APPENDIX D ESTIMATED CASH FLOW FOR TIF DISTRICT NO. 1-34 ................... _. .. D~1 . . . SECTION I - MODIFICA TION TO THE REDEVELOPMENT PLAN FOR CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO.1 Foreword The following text represents a Modification to the Redevelopment Plan for Central Monticello Redevelopment Project No.1. This modification represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Central Monticello Redevelopment Project No.1. Generally, the substantive changes include the establishment of Tax Increment Financing District No. 1-34 and increasing the geographic size of Redevelopment Project NO.1 to recognize new areas annexed into the City and new HRA projects including a new industrial park. For further information, a review ofthe Redevelopment Plan for Central Monticello Redevelopment Project No. 1 is recommended. It is available from the Executive Director of the HRA at the City of Monticello. Other relevant information is contained in the Tax Increment Financing Plans for the Tax Increment Financing Districts located within Central Monticello Redevelopment Project No.1. Monticello Housing and Redevelopment Authority Modification to the Redevelopment Plan for Central Monticello Redevelopment Project No.1 1-1 . . . SECTION 11- TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. 1-34 Subsection 2-1. Foreword The Monticello Housing and Redevelopment Authority (the "HRA"), the City of Monticello (the "City"), staff and consultants have prepared the following information to expedite the establishment of Tax Increment Financing District No. lM34 (the "District"), a renewal and renovation tax increment financing district, located in Central Monticello Redevelopment Project No.1. Subsection 2-2. Statutory Authority Within the City, there exists areas where public involvement is necessary to cause development or redevelopment to occur. To this end, the HRA and City have certain statutory powers pursuant to Minnesota Statutes ("MS '~, Sections 469.001 to 469.047, inclusive, as amended, and MS, Sections 469.174 to 469.1799, inclusive, as amended (the "Tax Increment Financing Act" or "TIF Act"), to assist in financing public costs related to this project. This section contains the Tax Increment Financing Plan (the "TIF Plan") for Tax Increment Financing District No. 1-34. Other relevant information is contained in the Modification to the Redevelopment Plan for Central Monticello Redevelopment Project No. 1. Subsection 2-3. Statement of Objectives The District currently consists of several parcels ofland and adj acent and internal rights-of-way. The District is being created to facilitate the construction of various public improvements including a new interchange with Interstate 94 and a portion of the public improvements adjacent to the District. Of the several hundred square feet of the new commercial/industrial development to be constructed as a result ofthese improvements (including approximately 500,000 s.f. of new retail immediately), only 200,000 s.f. of new building area are included in the District. Please see Appendix A for further proj ect information. Contracts for this have not been entered into at the time of preparation ofthis TIP Plan, but development is likely to occur in late 2005 and early 2006. This TIP Plan is expected to achieve many of the objectives outlined in the Redevelopment Plan for Central Monticello Redevelopment Project No.1. The activities contemplated in the Modification to the Redevelopment Plan and the TIP Plan do not preclude the undertaking of other qualified development or redevelopment activities. These activities are anticipated to occur over the life of Central Monticello Redevelopment Project No.1 and the District. Subsection 2-4. Redevelopment Plan Overview 1. Property to be Acquired - Selected property located within the District may be acquired by the HRA or City and is further described in this TIP Plan. 2. Relocation - Relocation services, to the extent required by law, are available pursuant to MS, Chapter 117 and other relevant state and federal laws. 3. Upon approval of a developer's plan relating to the project and completion of the necessary legal requirements, the HRA or City may sell to a developer selected properties that it may acquire within the District or may lease land or facilities to a developer. Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-1 . . . 4. The HRA or City may perform or provide for some or all necessary acqUISITIOn, construction, relocation, demolition, and required utilities and public streets work within the District. Subsection 2-5. Description of Property in the District and Property To Be Acquired The District encompasses all property and adjacent rights-of-way and abutting roadways identified by the parcels listed below. See the map in Appendix B for further information on the location of the District. Parcel Numbers * 213111000161 213000182300 155011000122 155011000153 155011000151 155011000170 * The parcels are being replatted or annexed. It is expected that upon appf9val of the District, four new parcels will be created and new parcel numbers will be assigned by Wright County. The HRA or City may acquire any parcel within the District including interior and adjacent street rights of way. Any properties identified for acquisition will be acquired by the HRA or City only in order to accomplish one or more of the following: storm sewer improvements; provide land for needed public streets, utilities and facilities; carry out land acquisition, site improvements, clearance and/or development to accomplish the uses and objectives set forth in this plan. The HRA or City may acquire property by gift, dedication, condemnation or direct purchase from willing sellers in order to achieve the objectives of this TIP Plan. Such acquisitions will be undertaken only when there is assurance of funding to finance the acquisition and related costs. Subsection 2-6. Classification of the District The HRA and City, in determining the need to create a tax increment financing district in accordance with M.S., Sections 469.174 to 469.1799, as amended, inclusive, find that the District, to be established, is a renewal and renovation district pursuant to M.S., Section 469.174, Subd. lOa. as defined below and on the next page: (a) "Renewal and renovation district" means a type of tax increment financing district consisting of a project, or portions of a project, within which the authority finds by resolution that: (1) (i) parcels consisting of 70 percent of the area of the district are occupied by buildings, streets, utilities, paved or gravel parking lots, or other similar structures; (ii) 20 percent of the buildings are structurally substandard; and (ia) 30 percent of the other buildings require substantial renovation or clearance to remove existing conditions such as: inadequate street layout, incompatible uses or land use relationships, overcrowding of buildings on the land, excessive dwelling unit density, obsolete buildings not suitable for improvement or conversion, or other identified hazards to the health, safety, and general well-being of the community; and Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-2 . (2) the conditions described in clause (1) are reasonable distributed throughout the geographic area of the district. (b) For purposes of determining whether a building is structurally substandard, whether parcels are occupied by buildings, streets, utilities, paved or gravel parking lots, or other similar structures, or whether noncontiguous areas qualifY, the provisions of subdivision 10, paragraphs (c), (e), and (f) apply. In meeting the statutory criteria the HRA and City rely on the following facts and findings: o The District is a renewal and renovation district consisting of an expected four parcels. o An inventory shows that the more than 70 of the area of the District consist of occupied parcels. To be occupied, at least 15% of the area of the parcel is covered by buildings, streets, utilities, paved or gravel parking lots, or other similar structures. o An inspection of the buildings located within the District finds that more than 20 percent of the buildings are structurally substandard as defined in the TIP Act. (See Appendix E). o An inspection of the buildings located within the District finds that more than 30 percent of the buildings require substantial renovation or clearance to remove existing conditions such as defined in the TIP Act. (See Appendix E). Pursuant to M.S. Section 469.176 Subd. 7, the District does not contain any parcel or part of a parcel that qualified under the provisions ofM.S. Section 273.111 or 273.112 of Chapter 473Hfor taxes payable in any of the five calendar years before the filing of the request for certification of the District. . Subsection 2-7. Duration of the District Pursuant toM.S., Section 469.175, Subd. 1, and M.S., Section 469.176, Subd. 1, the duration ofthe District must be indicated within the TIP Plan. Pursuant to M.S., Section 469.176, Subd. 1 b, the duration of the District will be 15 years after receipt of the first increment by the HRA or City (a total of 16 years of tax increment). The date of receipt by the City of the first tax increment is expected to be 2008. Thus, it is estimated that the District, including any modifications of the TIP Plan for subsequent phases or other changes, would terminate after 2023, or when the TIP Plan is satisfied. If increment is received in 2007, the term of the District will be 2022. The HRA or City reserves the right to decertify the District prior to the legally required date. Subsection 2-8. Original Tax Capacity, Tax Rate and Estimated Captured Net Tax Capacity Value/Increment and Notification of Prior Planned Improvements Pursuantto M.S., Section 469.174, Subd. 7 and M.S., Section 469.177, Subd. 1, the Original ~et Tax Capacity (OmC) as certified for the District will be based on the market values placed on the property by the assessor in 2005 for taxes payable 2006. Pursuant to M.S., Section 469.177, Subds. 1 and 2, the County Auditor shall certify in each year (beginning in the payment year 2008) the amount by which the original value has increased or decreased as a result of: . 1. Change in tax exempt status of property; 2. Reduction or enlargement of the geographic boundaries of the district; 3. Change due to adjustments, negotiated or court-ordered abatements; 4. Change in the use of the property and classification; Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-3 . 5. Change in state law governing class rates; or 6. Change in previously issued building permits. In any year in which the current Net Tax Capacity (NTC) value of the District declines below the ONTC, no value will be captured and no tax increment will be payable to the HRA or City. The original local tax rate for the District will be the local tax rate for taxes payable 2006, assuming the request for certification is made before June 30, 2006. The ONTC and the Original Local Tax Rate for the District appear in the table below. Pursuant to Us., Section 469.174 Subd. 4 and Us., Section 469.177, Subd. 1, 2, and 4, the estimated Captured Net Tax Capacity (CTC) of the District, within Central Monticello Redevelopment Proj ect No.1, upon completion ofthe redevelopment, will annually approximate tax increment revenues as shown in the table below. The HRA and City request 100 percent of the available increase in tax capacity for repayment of its obligations and current expenditures, beginning in the tax year payable 2008. The Project Tax Capacity (PTC) listed is an estimate of values when the project is completed. Project Estimated Tax Capacity upon Completion (pTC) $347,780 Original Estimated Net Tax Capacity(ONTC) $35,554 Estimated Captured Tax Capacity (CTC) $312,226 Original Local Tax Rate 1.22111 Pay 2005 . Estimated Annual Tax Increment (CTC x Local Tax Rate) $381,262 Percent Retained by the lIRA 100% Pursuant to M.S., Section 469.177, Subd. 4, the HRA shall, after a due and diligent search, accompany its request for certification to the County Auditor or its notice of the District enlargement pursuant to M.S., Section 469.175, Subd. 4, with a listing of all properties within the District or area of enlargement for which building permits have been issued during the eighteen (18) months immediately preceding approval of the TIF Plan by the municipality pursuant to M.S., Section 469.175, Subd. 3. The County Auditor shall increase the original net tax capacity of the District by the net tax capacity of improvements for which a building permit was issued. The City is reviewing the area to be included in the District to determine if any building permits have been issued dnring the 18 months immediately preceding approval of the TIF Plan by the City. Subsection 2-9. Sources of Revenue/Bonded Indebtedness . Public improvement costs, acquisition, relocation, utilities, streets and sidewalks, and site preparation costs and other costs outlined in the Uses of Funds will be financed primarily through the annual collection of tax increments or a general obligation (GO) tax increment financing/special assessment bond and/or an internal loan. The HRA or City reserves the right to use other sources of revenue legally applicable to the HRA or City and the TIF Plan, including, but not limited to, special assessments, general property taxes, state aid for road maintenance and construction, proceeds from the sale ofland, other contributions from the developer and investment income, to pay for the estimated public costs. Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-4 . . . The HRA or City reserves the right to incur bonded indebtedness or other indebtedness as a result of the TIF Plan. As presently proposed, the project will be financed by general obligation (GO) bond/interfWld loan/transfer. Additional indebtedness may be required to finance other authorized activities. The total principal amoWlt of bonded indebtedness, including a general obligation (GO) TIF bond, or other indebtedness related to the use of tax increment financing will not exceed $10,000,000, of which $5,900,000 will be TIF related with the remainder being paid with assessments or taxes. Any increase in bonded indebtedness will require modification to the TIP Plan pursuant to applicable statutory requirements. It is estimated that $500,000 in interfWld loans will be financed with tax increment revenues. This provision does not obligate the lIRA or City to incur debt. The HRA or City will issue bonds or incur other debt only upon the determination that such action is in the best interest of the City. The HRA or City may also finance the activities to be undertaken pursuant to the TIF Plan through loans from fWlds of the HRA or City or to reimburse the developer on a "pay-as-you-go" basis for eligible costs paid for by a developer. The estimated sources of funds for the District are contained in the table below. SOURCES OF FUNDS TOTAL $5,500,000 $100,000 $5,600,000 $500,000 $5,400,000 Tax Increment Interest PROJECT REVENUES Interfund Loans Bond Proceeds Subsection 2.10. Uses of Funds Currently Wlder consideration for the District is a proposal to facilitate the construction of various public improvements including a new interchange with Interstate 94 and a portion of the public improvements adjacent to the District. The HRA and City have determined that it will be necessary to provide assistance to the project for certain costs. The HRA and City have studied the feasibility of the development or redevelopment of property in and aroWld the District. To facilitate the establishment and development or redevelopment of the District, this TIF Plan authorizes the use of tax increment financing to pay for the cost of certain eligible expenses. The estimate of public costs and uses of fWlds associated with the District is outlined in table on the following page. Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-5 . USES OF FUNDS TOTAL $3,000,000 $500,000 $100,000 $1,000,000 $710,000 $590,000 Land/Building Acquisition Site Improvements/Preparation Public Utilities Ramps, Bridges, Streets and Sidewalks mterest Administrative Costs (up to 10%) PROJECT COSTS TOTAL $5,900,000 mterfund Loans $500,000 Bond Principal* $5,400,000 *mcluding assessments, bond principal could total over $10,000,000 The above budget is organized according to the Office of State Auditor (OSA) reporting forms. It is estimated that the cost of improvements, including administrative expenses which will be paid or financed with tax increments, will equal $5,900,000 as is presented in the budget above. . Estimated costs associated with the District are subject to change among categories without a modification to this TIP Plan. Pursuant to MS. Section 469.176, Subd 4(c), revenues derived from increments must be spent only to assist the facility directly or for administrative expenses. Subsection 2.11, Business Subsidies Pursuant to M.S. Sections 116J.993, Subd. 3, the following forms of financial assistance are not considered a business subsidy: (1) (2) (3) (4) (5) (6) (7) (8) . (9) (10) A business subsidy ofless than $25,000; Assistance that is generally available to all businesses or to a general class of similar businesses, such as a line of business, size, location, or similar general criteria; Public improvements to buildings or lands owned by the state or local government that serve a public purpose and do not principally benefit a single business or defined group of businesses at the time the improvements are made; Redevelopment property polluted by contaminants as defined inM.S. Section 116J.552, Subd. 3; Assistance provided for the sole purpose of renovating old or decaying building stock or bringing it up to code and assistance provided for designated historic preservation districts, provided that the assistance is equal to or less than 50% of the total cost; Assistance to provide job readiness and training services if the sole purpose of the assistance is to provide those services; Assistance for housing; Assistance for pollution control or abatement, including assistance for a tax increment financing hazardous substance subdistrict as defined under MS. Section 469.174, Subd. 23; Assistance for energy conservation; Tax reductions resulting from conformity with federal tax law; Tax Increment Financing Plan for Tax Increment Financing District No. \-34 2-6 Monticello Housing and Redevelopment Authority (11) . (12) (13) (14) (15) (16) (17) (18) (19) (20) (21) (22) Workers' compensation and unemployment compensation; Benefits derived from regulation; mdirect benefits derived from assistance to educational institutions; Funds'from bonds allocated under chapter 474A, bonds issued to refund outstanding bonds, and bonds issued for the benefit of an organization described in section 501 (c) (3) of the Internal Revenue Code of 1986, as amended through December 31, 1999; Assistance for a collaboration between a Minnesota higher education institution and a business; Assistance for a tax increment financing soils condition district as defined under M.S. Section 469.174, Subd. 19; Redevelopment when the recipient's investment in the purchase of the site and in site preparation is 70 percent or more of the assessor's current year's estimated market value; General changes in tax increment financing law and other general tax law changes of a principally technical nature. Federal assistance until the assistance has been repaid to, and reinvested by, the state or local government agency; Funds from dock and wharf bonds issued by a seaway port authority; Business loans and loan guarantees of$75,000 or less; and Federal loan funds provided through the United States Department of Commerce, Economic Development Administration. The HRA will comply with M.s., Section 116J.993 to 116J.994 to the extent the tax increment assistance under this TIP Plan does not fall under any of the above exemptions. The project is expected to be exempt under clause (3 and/or 17). . Subsection 2-12. County Road Costs Pursuant to M.S.. Section 469.175, Subd. 1a, the county board may require the HRA or City to pay for all or part of the cost of county road improvements ifthe proposed development to be assisted by tax increment will, in the judgement of the county, substantially increase the use of county roads requiring construction of road improvements or other road costs and if the road improvements are not scheduled within the next five years under a capital improvement plan or within five years under another county plan. lfthe county elects to use increments to improve county roads, it must notify the City within forty-five days of receipt of this TIF Plan. The HRA and City are aware that the County could claim that tax increment should be used for county roads, even after the public hearing. Subsection 2-13. Estimated Impact on Other Taxing Jurisdictions The estimated impact on other taxing jurisdictions assumes that the redevelopment contemplated by the TIF Plan would occur without the creation ofthe District. However, the HRA or City has determined that such development or redevelopment would not occur "but for" tax increment financing and that, therefore, the fiscal impact on other taxing jurisdictions is $0. The estimated fiscal impact of the District would be as follows if the "but for" test was not met: . Monticello Housing and Redevelopment Authority Tax Incrcment Financing Plan for Tax Increment Financing District No_ )-34 2-7 . IMPACT ON TAX BASE Wright County City of Monticello lSD No. 882 2004/2005 Total Net Tax Capacity 90,204,086 11,863,014 18,405,444 Estimated Captured Tax Capacity (CTC) Upon Completion 312,226 312,226 312,226 Percent of CTC to Entitv Total 0.3461 % 2.6319% 1.6964% IMPACT ON TAX RATES Wright County City of Monticello lSD No. 882 Other (Hospital) Total 2004/2005 Percent Potential Extension Rates of Total CTC Taxes 0.344140 28.18% 312,226 107,449 0.586510 48.03% 312,226 183,124 0.263790 21.60% 312,226 82,362 0.026670 2.18% 312226 8.327 1.221110 100.00% 381,262 . The estimates listed above display the captured tax capacity when all construction is completed. The tax rate used for calculations is the actual2004/Pay 2005 rate. The total net capacity for the entities listed above are based on estimated Pay 2005 figures. The District will be certified under the actual 2005/Pay 2006 rates, which were unavailable at the time this TIF Plan was prepared. Subsection 2-14. Supporting Documentation Pursuant to M.S. Section 469.175 Subd 1, clause 7 the TIF Plan must contain identification and description of studies and analyses used to make the determination set forth inM.S. Section 469.175 Subd 3, clause (2) and the findings are required in the resolution approving the TIF district.. Following is a list of reports and studies on file at the City that support the Authority's findings: . A list of applicable studies \vil1 be listed here prior to the public hearing. Subsection 2-15. Definition of Tax Increment Revenues Pursuant to MS., Section 469.174. Subd. 25, tax increment revenues derived from a tax increment financing district include all ofthe following potential revenue sources: . 1. Taxes paid by the captured nettax capacity, but excluding any excess taxes, as computed under M.S., Section 469.177; 2. The proceeds from the sale or lease of property, tangible or intangible, purchased by the HRA or City with tax increments; 3. Repayments of loans or other advances made by the HRA or City with tax increments; and 4. Interest or other investment earnings on or from tax increments. Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No_ )-34 2-8 Subsection 2~16. Modifications to the District . In accordance withM.S., Section 469.175, Subd. 4, any: 1. Reduction or enlargement of the geographic area of Central Monticello Redevelopment Project No. 1 or the District, if the reduction does not meet the requirements of M.S., Section 469.175, Subd. 4(e); 2. Increase in amount of bonded indebtedness to be incurred; 3. A determination to capitalize interest on debt if that determination was not a part of the original TIF Plan, or to increase or decrease the amount of interest on the debt to be capitalized; 4. Increase in the portion of the captured net tax capacity to be retained by the HRA or City; 5. Increase in the estimate of the cost of the project, including administrative expenses, that will be paid or financed with tax increment from the District; or 6. Designation of additional property to be acquired by the HRA or City, shall be approved upon the notice and after the discussion, public hearing and findings required for approval of the original TIF Plan. The HRA or City must notify the County Auditor of any modification that reduces or enlarges the geographic area of Central Monticello Redevelopment Project No.1 or the District. Modifications to the District in the form of a budget modification or an expansion of the boundaries will be recorded in the TIF Plan. Subsection 2-17. Administrative Expenses . In accordance with M.S., Section 469.174, Subd. 14, administrative expenses means all expenditures of the HRA or City, other than: 1. Amounts paid for the purchase of land; 2. Amounts paid to contractors or others providing materials and services, including architectural and engineering services, directly connected with the physical development of the real property in the proj ect; 3. Relocation benefits paid to or services provided for persons residing or businesses located in the proj ect; or 4. Amounts used to pay principal or interest on, fund a reserve for, or sell at a discount bonds issued pursuant to M.S., Section 469.178; or 5. Amounts used to pay other financial obligations to the extent those obligations were used to finance costs described in clauses (1) to (3). For districts for which the request for certification were made before August 1, 1979, or after June 30, 1982, administrative expenses also include amounts paid for services provided by bond counsel, fiscal consultants, and planning or economic development consultants. Pursuant to M.S., Section 469.176, Subd. 3, tax increment may be used to pay any authorized and documented administrative expenses for the District up to but not to exceed 10 percent of the total estimated tax increment expenditures authorized by the TIF Plan or the total tax increments, as defined by M.S., Section 469.174, Subd. 25, clause (1), from the District, whichever is less. . Pursuant to M.S., Section 469.176, Subd. 4h, tax increments may be used to pay for the County's actual administrative expenses incurred in connection with the District. The county may require payment of those expenses by February 15 of the year following the year the expenses were incurred. Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. }- 34 2-9 . Pursuant to M.S., Section 469. 177, Subd. 11, the County Treasurer shall deduct an amount (currently .36 percent) of any increment distributed to the HRA or City and the County Treasurer shall pay the amount deducted to the State Treasurer for deposit in the state general fund to be appropriated to the State Auditor for the cost of financial reporting of tax increment financing information and the cost of examining and auditing authorities' use of tax increment financing. This amount may be adjusted annually by the Commissioner of Revenue. Subsection 2-18. Limitation of Increment Pursuant to M.S., Section 469.176, Subd. la, no tax increment shall be paid to the HRA or City for the District after three (3) years from the date of certification of the Original Net Tax Capacity value of the taxable property in the District by the County Auditor unless within the three (3) year period: (1) Bonds have been issued in aid of the project containing the District pursuant to M.S., Section 469.178, or any other law, except revenue bonds issued pursuant to M.S., Sections 469.152 to 469.165, or (2) The HRA or City has acquired property within the District, or (3) The HRA or City has constructed or caused to be constructed public improvements within the District. The bonds must be issued, or the HRA or City must acquire property or construct or cause public improvements to be constructed by approximately June, 2008 and report such actions to the County Auditor. . The tax increment pledged to the payment of bonds and interest thereon may be discharged and the District may be terminated if sufficient funds have been irrevocably deposited in the debt service fund or other escrow account held in trust for all outstanding bonds to provide for the payment of the bonds at maturity or redemption date. Pursuant to M.S., Section 469.176, Subd. 6: . if, after four years from the date of certification of the original net tax capacity of the tax increment financing district pursuant to M.S., Section 469.177, no demolition, rehabilitation or renovation of property or other site preparation, including qualified improvement of a street adjacent to a parcel but not installation of utility service including sewer or water systems, has been commenced on a parcel located within a tax increment financing district by the authority or by the owner of the parcel in accordance with the tax increment financing plan, no additional tax increment may be taken from that parcel and the original net tax capacity of that parcel shall be excluded from the original net tax capacity of the tax increment financing district. If the authority or the owner of the parcel subsequently commences demolition, rehabilitation or renovation or other site preparation on that parcel including qualified improvement of a street adjacent to that parcel, in accordance with the tax increment financing plan, the authority shall certify to the county auditor that the activity has commenced and the county auditor shall certify the net tax capacity thereof as most recently certified by the commissioner of revenue and add it to the original net tax capacity of the tax increment financing district. The county auditor must enforce the provisions of this subdivision. The authority must submit to the county auditor evidence that the required activity has taken place for each parcel in the district. The evidence for a parcel must be submitted by February 1 of the fifth Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-10 . year following the year in which the parcel was certified as included in the district. For purposes of this subdivision, qualified improvements of a street are limited to (1) construction or opening of a new street, (2) relocation of a street, and (3) substantial reconstruction or rebuilding of an existing street. The HRA or City or a property owner must improve parcels within the District by approximately June, 2009 and report such actions to the County Auditor. Subsection 2-19. Use of Tax Increment The HRA or City hereby determines that it will use 100 percent of the captured net tax capacity of taxable property located in the District for the following purposes: . 1. To pay the principal of and interest on bonds issued to finance a project; 2. To pay for project costs including as identified in the budget set forth in the TIP Plan; 3. To finance, or otherwise pay for other purposes as provided in MS., Section 469.176, Subd. 4; 4. To pay principal and interest on any loans, advances or other payments made to or on behalf of the HRA or City or for the benefit of Central Monticello Redevelopment Project No.1 by a developer; 5. To finance or otherwise pay premiums and other costs for insurance or other security guaranteeing the payment when due of principal of and interest on bonds pursuant to the TIP Plan or pursuant to M.S., Chapter 462C. M.S., Sections 469.152 through 469.165, and/or M.S., Sections 469.178; and 6. To accumulate or maintain a reserve securing the payment when due of the principal and interest on the tax increment bonds or bonds issued pursuant to M.S., Chapter 462C, M.S., Sections 469.152 through 469.165, and/or MS., Sections 469.178. These revenues shall not be used to circumvent any levy limitations applicable to the HRA or City nor for other purposes prohibited by M.S, Section 469.176, Subd. 4. Subsection 2-20. Excess Increments Excess increments, as defined inM.S., Section 469.176, Subd. 2, shall be used only to do one or more ofthe following: 1. Prepay any outstanding bonds; 2. Discharge the pledge of tax increment for any outstanding bonds; 3. Pay into an escrow account dedicated to the payment of any outstanding bonds; or 4. Return the excess to the County Auditor for redistribution to the respective taxing jurisdictions in proportion to their local tax rates. In addition, the HRA or City may, subject to the limitations set forth herein, choose to modify the TIP Plan in order to finance additional public costs in Central Monticello Redevelopment Project No.1 or the District. Subsection 2-21. Requirements for Agreements with the Developer . The HRA or City will review any proposal for private development to determine its conformance with the Redevelopment Plan and with applicable municipal ordinances and codes. To facilitate this effort, the following documents may be requested for review and approval: site plan, construction, mechanical, and electrical system drawings, landscaping plan, grading and storm drainage plan, signage system plan, and any other drawings or narrative deemed necessary by the HRA or City to demonstrate the conformance of the development with HRA or City plans and ordinances. The HRA or City may also use the Agreements to address other issues related to the development. Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-11 . . . Subsection 2~22. Assessment Agreements Pursuant to MS., Section 469.177, Subd. 8, the HRA or City may enter into a written assessment agreement in recordable form with the developer of property within the District which establishes a minimum market value of the land and completed improvements for the duration of the District. The assessment agreement shall be presented to the County Assessor who shall review the plans and specifications for the improvements to be constructed, review the market value previously assigned to the land upon which the improvements are to be constructed and, so long as the minimum market value contained in the assessment agreement appears, in the judgment of the assessor, to be a reasonable estimate, the County Assessor shall also certify the minimum market value agreement. Subsection 2~23. Administration of the District Administration of the District will be handled by the Executive Director of the HRA. Subsection 2~24. Annual Disclosure Requirements Pursuant to M.S.. Section 469.175, Subd. 5, 6 and 6a the HRA or City must undertake financial reporting for all tax increment financing districts to the Office of the State Auditor, County Board, County Auditor and School Board on or before August 1 of each year. M.S., Section 469.175, Subd. 5 also provides that an annual statement shall be published in a newspaper of general circulation in the HRA or City on or before August 15. If the HRA or City fails to make a disclosure or submit a report containing the information required by MS. Section 469.175 Subd. 5 and Subd. 6, the OSA will direct the County Auditor to withhold the distribution of tax increment from the District. Subsection 2~25. Reasonable Expectations As required by the TIP Act, in establishing the District, the determination has been made that the anticipated development would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIP Plan. In making said determination, reliance has been placed upon written representation made by the developer to such effects and upon HRA or City staff awareness of the feasibility of developing the project site. A comparative analysis of estimated market values both with and without establishment of the District and the use of tax increments has been performed as described above. Such analysis is included with the cashflow in Appendix D, and indicates that the increase in estimated market value of the proposed development (less the indicated subtractions) exceeds the estimated market value ofthe site absent the establishment ofthe District and the use of tax increments. Subsection 2~26. Other Limitations on the Use of Tax Increment 1. General Limitations. All revenue derived from tax increment shall be used in accordance with the TIP Plan. The revenues shall be used to finance, or otherwise pay the capital and administration costs of Central Monticello Redevelopment Project No.1 pursuant to the M.S., Sections 469.124 to 469.134. Tax increments may not be used to circumvent existing levy limit law. No tax increment may be used for the acquisition, construction, renovation, operation, or maintenance of a building to be used primarily and Monticello Housing and Redevelopment Authority Tax Increment Financing Plan fOf Tax Increment Financing District No. 1-34 2-12 . . . regularly for conducting the business of a municipality, county, school district, or any other local unit of government or the state or federal government. This provision does not prohibit the use of revenues derived from tax increments for the construction or renovation of a parking structure. Pursuant to MS., Section 469.176, Subd. 4/., no tax increment may be used for a commons area used as a public park or a facility used for social, recreational, or conference purposes. This subdivision does not apply to a privately owned facility for conference purposes or a parking structure. 2. Pooling Limitations. At least 80 percent of tax increments from the District must be expended on activities in the District or to pay bonds, to the extent that the proceeds of the bonds were used to finance activities within said district or to pay, or secure payment of, debt service on credit enhanced bonds. Not more than 20 percent of said tax increments may be expended, through a development fund or otherwise, on activities outside of the District except to pay, or secure payment of, debt service on credit enhanced bonds. For purposes of applying this restriction, all administrative expenses must be treated as if they were solely for activities outside ofthe District. 3. Five Year Limitation on Commitment of Tax Increments. Tax increments derived from the District shall be deemed to have satisfied the 80 percent test set forth in paragraph (2) above only ifthe five year rule set forth in Us., Section 469.1763, Subd. 3, has been satisfied; and beginning with the sixth year following certification of the District, 80 percent of said tax increments that remain after expenditures permitted under said five year rule must be used only to pay previously committed expenditures or credit enhanced bonds as more fully set forth in MS., Section 469.1763, Subd. 5. 4. Renewal and Renovation District. Pursuant to M.S., Section 469.176, Subd. 4j. At least 90 percent of the revenues derived from tax increment from a renewal and renovation district must be used to finance the cost of correcting conditions that allow designation of renewal and renovation districts under M.S., Section 469.174. These costs include, but are not limited to, acquiring properties containing structurally substandard buildings or improvements or hazardous substances, pollution, or contaminants, acquiring adjacent parcels necessary to provide a site of sufficient size to permit development, demolition and rehabilitation of structures, clearing of the land, the removal of hazardous substances or remediation necessary for development of the land, and installation of utilities, roads, sidewalks, and parking facilities for the site. The allocated administrative expenses of the HRA or City, including the cost of preparation of the development action response plan, may be included in the qualifying costs. Subsection 2-27. Summary The HRA or City is establishing the District to preserve and enhance the tax base, redevelop substandard areas, provide an impetus for commercial and industrial development by improving the efficiency of the transportation system, including access to the interstate highway system and roads adjacent to the interchange with the interstate highway. The TIF Plan for the District was prepared by Ehlers & Associates, Inc., 3060 Centre Pointe Drive, Roseville, Minnesota 55113-1105, telephone (651) 697-8500. Monticello Housing and Redevelopment Authority Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 2-13 . . . APPENDIX A PROJECT DESCRIPTION The City of Monticello is coordinating a large public improvement project which involves the State of Minnesota, Wright County, and private parties in the construction of a new freeway interchange with 1-94. As a part of the estimated $16,000,000 project, the City is responsible to acquiring key pieces of property for right-of-way purposes. The City's estimated share of the project is over $4,000,000, but could be much higher. The reason for the increased costs would be for an unknown payment for land on a piece of property which is the City has commenced condemnation and has also commenced annexation proceedings. The TIF will assist in covering a portion of the City's cost and to minimize the impact of a higher than expected payment for land associated with the public improvements. Without the interchange and right-of-way acquisition, development in the TIF district of similar size and scope would not occur and development of the area would take longer and would not be expected to result in a market value as high as expected with the new commercial in the TIF District and commercial and industrial development adjacent to the interchange. Because the property to be included in the District contain buildings which meet the qualifications of the TIF with substandard and inefficient buildings and land uses, the timeframe for improving the area would also be extended substantially. The property to be included in the TIF includes the parcel under condemnation and a portion of the new development, limited to the Target store and adjacent retail of approximately 35,000 s.f. Therefore, a substantial public benefit will be realized immediately from the City's efforts from new development. The private developers will be responsible for their own land acquisition and are being assessed or traded for land at over $5.4M. APPENDIX A-I . . . APPENDIX C DESCRIPTION OF PROPERTY TO BE INCLUDED IN TIF DISTRICT* The District encompasses all property and adjacent rights-of-way identified by the parcels listed below. OriQ:inal Parcel To Be Platted As: Numbers 213111000161 213000182300 The parcels are being re-platted or annexed. It is 155011000122 expected that upon approval of the District, four new 155011000153 parcels will be created and new parcel numbers will be assigned by Wright County. This information will 155011000151 be provided prior to the request for certification. 155011000170 APPENDIX C-I . . . 5/27/2005 .. EHLERS ill.Io1IDDlll'riIoIMt Page 1 012 Monticello HRA: 1-94 Improvements llF District #34 Dlstr1ctType P1str1ct Number Inflation Rate - Every Veer In~st Rete Present Value Dale Local Tax Rate - Maximum Fiscal Disparities Election (A-inside or B-oulllide) Vear Disllicl was cartifiad Assumes First Tax Incremonl For Disllicl Vear Disllicl was modifiad DavelopmenllocatBd In modlflad aree Assumes First Tax Increment for Project Vears Of Tax In<:rement Assumes Last Vear Of Tax Increment Renewal and Renovollon 34 O.OOOO'A. 5.5000% 01-Aug.o5 122.1110% Pay 2005 N1A Pay 2_ ;!008 NlA No 2008 16 2023 Fiscal Disparities Ratio Fiscal Disparities Metro WId. Till< Rete Local Tax Rate - CUrrent State WIde Property Tax Rate (usad for Iolal taxes) Mar1<e1 Value Tax Rat. (usad for totel taxes) Commercial Industrial Class Rate First 150.000 OVer 150,000 Rentel Class Rete Resldentel Class Rat. First 500,000 OVer 500 000 0.0000% 0.0000% 122.1110% Pay 2005 51.1210% Pay 2005 0.0544% pey 2005 1.50%-2.00% 1.50% 2.00% 1.25% 1.00%-1.25% 1.00% 1.25% CI... Rate After Land Building Total Class Baae After Conversion Date Moo 10 PID Me.rket Value Mar1<at Value Market Value Rate Tax Caoacltv Conversion Tax Caoacltv Payeble 213111000161 340,500 151,900 502,400 213000152300 59,500 0 59,500 155011000122 151,200 699,000 860.200 155011000153 7,700 0 7,700 155011000151 69,100 0 59,100 155011000170 219,100 97,200 315,300 Total. 1815200 35 554 1.50%-2.00% 35 554 2008 Total Market Value Tans Per Total Mar1<at Class Project Vear Date Phase Use SQ. Ft./Unlts SQ. Ft./Unlts Sa. Ft./Unhs Taxes Value Rate Tax Caeacltv Constructed Pavable 1 Targot 174,550 80.00 $2.81 490,093 13,954,000 1.50%-2.00% 278,530 2006 2008 2 Ret.1I 35 000 100.00 $3.48 121865 3,500,000 1.50%-2.00% 69,250 2007 2009 TOTAL 811958 17 4ti4 000 347 780 Note: 1. Tax estimates are based on mar1<ol value. 2. TIF run assumes 100% of the building is constructed by January 2, 2006 fcr payable 2007. Total Local Ascal Local Ascal _de Fiscal State-wide Market Use Tax Tax Dlsparttles Tax Disparttles Property Local Disparities Property Value Total Cacacltv Cacacltv Tax Caoacltv Rate Tax Rate Tax Rate Taxes Taxes Taxes Ta_ Taxas Taroet 278 530 278 530 0 1.22111 0.00000 0.51121 340,116 0 142387 7.'189 490,093 Retail 69 250 69 250 0 1.22111 0.00000 0.51121 84 562 0 35 401 1.902 121665 TOTAL 347 780 347 760 0 424 578 0 177 789 9A92 611958 Note: 1. Menticello does nct pay Fiscal Disparities. P"'POrH by Elliof> Not Captured Not Captured tifrun 1 5/27/2005 Page 2 of 2 . I ~.~.~,~,~,~ MONllCELLO HRA: 1-94 IMPROVEMENTS Bas. Project Fiscal Captured Semi-Annual state Admin. Seml-Annual Semi-Annual PAYMt:;NT DATt:; Pt:;R10D BEGINNING Tax Tax Dlspar1ties Tax Gross Tax Audllo, at Net Tax Present PERIOD ENDING Yrs. Mth. Yr, C. ac Ca ilIC- Reduction Ca ac Increment 0.36% 10.00% Increment Val.... Yrs. Mth. Vr. 0.0 02-01 2005 35,554 35,554 0.0 06-01 2005 0.0 06-01 200s 35,554 35,554 0 Presant Value Dete - 8-01-05 0 0 0 0 0.0 02-01 2006 0.0 02-01 2006 35,554 35,554 0 0 0 0 0 0 0 0.0 06-01 2006 0.0 06-01 2006 35,554 35,554 0 0 0 0 0 0 0 0.0 02-01 2007 0.0 02-01 2007 35,554 35,554 0 0 0 0 0 0 0 0.0 06-01 2007 0.0 06-01 2007 35,554 35,554 0 0 0 0 0 0 0 0.0 02-01 2008 0.0 02-01 2008 35,554 278,530 0 242,976 148,350 (534) (14,782) 133,035 113,051 0.5 06-01 2008 0.5 06-01 2008 35,554 278,530 0 242,976 148,350 (534) (14,782) 133,035 223,078 1.0 02-01 2009 1.0 02-01 2009 35,554 347,780 0 312,228 190,631 (688) (18,994) 170,950 360,875 1.5 06-01 2009 1.5 06-01 2009 35,554 347.790 0 312,226 190,631 (688) (18,994) 170,950 494,591 2.0 02-01 2010 2.0 02-01 2010 35,554 347,780 0 312,226 190,831 (688) (18,994) 170,950 824,923 2.5 06-01 2010 2.5 06-01 2010 35,554 347,780 0 312,226 190,631 (888) (18,994) 170,950 751,767 3.0 02-01 2011 3.0 02.<11 2011 35,554 347,780 0 312,228 190,831 (688) (18,994) 170,950 875,217 3.5 06-01 2011 3.5 06-01 2011 35,554 347,780 0 312,228 190,831 (688) (18,994) 170,950 995,362 4.0 02"()1 2012 4.0 02-01 2012 35,554 347,780 0 312,226 190,831 (688) (18,994) 170,950 1,112,291 4.5 06-01 2012 4.5 06-01 2012 35.554 347,780 0 312,226 190,631 (688) (18,994) 170,950 1.226,091 5.0 02-01 2013 5.0 02-01 2013 35,554 347.780 0 312,228 190,831 (688) (18,994) 170,950 1,336,846 5.5 06-01 2013 5.5 08-01 2013 35,554 347,760 0 312.228 190,831 (688) (18,994) 170,950 1,444,636 6.0 02-01 2014 6.0 02-01 2014 35,554 347,780 0 312,226 190,831 (686) (18,994) 170,950 1,549,541 8.5 06-01 2014 6.5 06-01 2014 35,554 347,780 0 312,226 190,631 (888) (18,994) 170,950 1,651,839 7.0 02-01 2015 7.0 02-01 2015 35,554 347,780 0 312,226 190,631 (688) (18,994) 170,950 1,751,004 7.5 06-01 2015 7.5 08-01 2015 35,554 347,780 0 312,228 190,631 (688) (18,994) 170,950 1,847,709 8.0 02-01 2016 6.0 02-01 2016 35,554 347,780 0 312,226 190,831 (686) (18,994) 170.950 1,941,827 8.5 06-01 2018 8.5 08-01 2016 35,554 347.780 0 312,226 190,631 (888) (18,994) 170,950 2,033,425 9.0 02-01 2017 9.0 02-01 2017 35,554 347,780 0 312,226 190.831 (688) (18,994) 170,950 2,122,572 9.5 08-01 2017 9.5 08-01 2017 35,554 347,780 0 312,226 190,831 (688) (18,994) 170,950 2,209,333 10.0 02-01 2018 10.0 02-01 2018 35,554 347,790 0 312,226 190,631 (888) (18,994) 170,950 2,293,772 10.5 08-01 2018 10.5 08-01 2018 35.554 347,780 0 312,226 190,631 (688) (18,994) 170,950 2,375,951 11.0 02-01 2019 11.0 02-01 2019 35,554 347,780 0 312,226 190,631 (688) (18,994) 170,950 2,455,930 11.5 08-01 2019 11.5 08-01 2019 35,554 347,760 0 312,226 190,831 (688) (18,994) 170,950 2,533,769 12.0 02-01 2020 12.0 02-01 2020 35,554 347,780 0 312,226 190,831 (888) (18,994) 170,950 2,609,525 12.5 08-01 2020 12.5 08-01 2020 35,554 347,780 0 312,226 190,631 (688) (18,994) 170,950 2,683,253 13.0 02-01 2021 13.0 02-01 2021 35,554 347,780 0 312,226 190,631 (688) (18,994) 170,950 2,755,008 13.5 08-01 2021 13.5 08-01 2021 35,554 347,780 0 312,226 190,631 (688) (18,994) 170,950 2,824,842 14.0 02-01 2022 14.0 02-01 2022 35,554 347,780 0 312,226 190,631 (688) (18,994) 170,950 2,892,808 14.5 08-01 2022 14.5 08-01 2022 35,554 347,780 0 312,228 190,631 (688) (18,994) 170,950 2,958.954 15.0 02-01 2023 15.0 02-01 2023 35,554 347,780 0 312.228 190,831 (688) (18,994) 170,950 3,023,330 15.5 08-01 2023 08-01 2023 35 554 347 780 0 312 226 190631 888 18994 170 950 3 085 983 18.0 02-01 2024 Totals 6 015 635 21656 599 398 5 394 581 nt Val.... Date - 8-01-05 3 535 893 12389 342 887 3 085 883 Not.: 1_ State Auditor payment is based on 1st half! pay 2004 actual and may inl:;rease over term of dl&trict. 2. Assumes developmont is cOMtrueted in 20061 i)S!if)ssed in 2007 and fif5t incr$mont is paid In 2008. 3. Amount of increment will vary depending upon market value, tax ratl9s, chl.$S rates. construction schedule and lnflilltlon on market value. 4. Inflation on tax rates cannot be captured - TAX RATES COULD DECLINE 5. TIF does not capture state wide property taxes or market value p,operty taxes. 6. Assumes no Inflationary Increment In 2007. How 111.:I: Increment is C.lculated l'otal Pf'O~rty Taxes l~lIIs Statt Tax lesJ Mar-kd Valut: Tal" le$5 E:l:istint Tans Annual Tax Increment Finantin2 611,958 _177,789 -9t491 ~ Estimate 381,262 le5' any .dmin. Fees Current Mar1tet Vail.le . Est. '.815,200 New Mal1c;et Value ~ Est. 17,464,000 OItferenc~ 15.648.800 Present Value of Tax Increment J.523,505 OifftIrlllnc. 12,125.295 V~lue Ukstv to OCicur Without lax Ineremenll& lflss Than: 12125295 . PreP*iM by Ehlers tifl\ln 1 . . . APPENDIX E REDEVELOPMENT QUALIFICATIONS FOR TIF DISTRICT NO. 1-34 To be added to prior to the public hearing APPENDIX B-1 . . . APPENDIX F BUTIFOR QUALIFICATIONS Current Market Value - Est. New Market Value - Est. Difference Present Value of Tax Increment Difference Value Likely to Occur Without Tax Increment is Less Than: 1,815,200 17,464,000 15,648,800 3,523,505 12,125,295 12,125,295 More iriformation to be added to prior to the public hearing APPENDIX F-l . . . PLANNING COMMISSION CITY OF MONTICELLO COUNTY OF WRIGHT STATE OF MINNESOTA RESOLUTION NO. RESOLUTION OF THE CITY OF MONTICELLO PLANNING COMMISSION FINDING THAT A MODIFICATION TO THE REDEVELOPMENT PLAN FOR CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO.1 AND A TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. 1-34 CONFORM TO THE GENERAL PLANS FOR THE DEVELOPMENT AND REDEVELOPMENT OF THE CITY. WHEREAS, the City Council for the City of Monticello, Minnesota, (the "City") has proposed to adopt a Modification to the Redevelopment Plan for Central Monticello Redevelopment Project No. I, reflecting its increase in size, (the "Redevelopment Plan Modification ") and a Tax Increment Financing Plan for Tax Increment Financing District No. 1-34 (the "TIF Plan") therefor (the Redevelopment Plan Modification and the TIF Plan arc referred to collectively herein as the "Plans") and has submitted the Plans to the City Planning Commission (the "Commission") pursuant to Minnesota Statutes, Section 469.175, Subd. 3, and WHEREAS, the Commission has reviewed the Plans to determine their conformity with the general plans for the development and redevelopment of the City as described in the comprehensive plan for the City. NOW, THEREFORE, BE IT RESOLVED by the Commission that the Plans conform with the general plans for the development and redevelopment oHhe City as a whole. Dated: June 7, 2005 Chair ATTEST: Secretary . . . Planning Commission Agenda 06/07/05 15. Comprehensive Community Health Assessment of Monticello (Summary) Dated: Mav 2005 Report from Commissioner Suchy A comprehensive community health assessment was completed of Monticello by 10 nursing students from the University of Minnesota. Wright County Public Health had requested this assessment and Monticello was chosen because this area is an area of changing population and demographics. It was felt that we could benefit from an assessment of this type. Residential Characteristics -Many young families and older residents -Most of the working population commutes to the Twin Cities area -The largest ethnic minority in the city is the Latino population "Overall, when one is immersed in the Monticello Community, there are feelings of a family-friendly environment with new growth and potential for further development. Population 7,868 Mainly Caucasian - 2.2% Hispanic Median Household Income $45,384 (this income is considered "middle class") 95.5% of the residents were at or above poverty level Middle class = $30,000 - $74,999 (51%) Upper class = $75,000+ (27%) Lower class = less than $30,000 (22%) Married couple families make up 61.2% of the population. Average Age 35-39 Unemployment Rate (2004 census) 5.1 % (which is lower than Wright County and MN as a whole 5.7%) 3 types of houses recognized SF units (984 units in 2004) Multiple family units (676 multiple family units) Mobile homes (227 mobile homes) 60% of these units were owned by occupant. Planning Commission Agenda 06/07/05 . Median sale price of a home in 2004 was $132,000 Median rent was $400 Economic Systems Economically Monticello is doing well. The city of Monticello has a strong industrial base, with slow steady growth. There arc at least 27 manufacturers. The building of 250 new housing units per year provides jobs for contractors and construction workers. 50% of Monticello's population commutes to jobs outside of Monticello. Traveling longer distances affects the amount of time parents can spend with their children. The high cost of fuel affects the amount of spending money for other needs and activities. Crime Very low, similar to surrounding communities. Vehicle theft is the most common type of criminal activity. . Other Arcas Discussed/Reviewed (see complete assessment that is Ull liIe at the City of Munticellu. Monticello Chamber and/ur Dick Frie) -fire department -food supply systcm -scnior center -religious groups -health systems Educated Monticello Rcsidents (over age 25) 84.2% high school education or higher 21 % bachelor's degree or higher 5% graduate or professional degree -High level of parent involvcment -2004 graduation rate 98% -Estimated 40% go onto college -Students score high academically against other cities Noted: The community center and new high school were thought by some to recruit people of higher socioeconomic status but the introduction of more expensive homes and citizens of higher socioeconomic status has not followed as expected. . Opportunities for Improvement: -Citizens in the city arc not fully aware of what a rich history the city has. - Lack of resources for the minority populations. -Minimal "step up" housing for families wanting to move into larger houses. -No shelter offered for homeless residents. 2 Planning Commission Agenda 06/07/05 . -A shopping mall was suggested to improve Monticello's economic situation. - The fire department and sheriff s department could oiTer more community prevention and educational programs. -Extend hours at food shelf (another evening and Saturday hours). -Only 1 choice for a funeral home. This may create a problem as the population grows. -Number of days children attend phy-ed classes with the growing epidemic of obesity it is imperative that children get the necessary cxercise. -No adult daycare facility in Monticello. -Need to advcrtise adult and youth formal recreation programs at low cost - i.e. additional community leagues. NOTE: Please reference actllal Ilssessmellt docllmmt for complete information - copy available lit City Hall & Monticello Chamber. . . ^' ., ay 26 28B5 15:23:46 Via Fax ATTEND THE SESSION CLOSEST TO YOUR CITY: JUNE 8-ST. CLOUD JUNE 9-REDWOOD FALLS JUNEI5-ST. PAUL JUNE 16-ROCHESTER JUNE 22-GRAND RAPIDS JUNE 23-DETROIT LAKES . REGISTRATION FEE: $25 PER SESSION -) Adlllin istrator Page BBl Of BBl MINNESOTA CITIES REGIONAL TRAINING SESSION and Use Issues jOr City Sto:ft Elected Officials, and Board and Com.1nission Mentbers Land use continues to be one of the hottest topics in city management and the source of many expensive chums in cities throughout Minnesota. These two training sessions are designed to meet the different information needs of city staff and elected officials. You can register for one or both sessions as space allows. SESSION 1: FOR CITY STAFF Registration-2:30 p.m. Program-3- 5p.m. This hw.ds-on session explores building and de....elQpment fees, parkland-dedication requirements, and the need for ""Litten findings. . Learn how to set building and de"-elopment fees in accordance v..-ith le&rish.tiw requirements md in ways th:at support city decisio!l.-making. . L.earn how to establish defensible parkhnd-dedication requirements. Review methods cities can use to support decisions to request a contribution from developers to meet increased dem~'\Ilds on city parks 2IKl u,creation. . Revie1!lT principles for developing written findings to support 2:nd help sustain 12Il.d.-use decisions. A Q&A session/allows the pnut:ntatio71. WrittEn materiaL~ and samples will be provithd. SESSION 2: FOR CITY ELECTED OFFICIALS AND MEMBERS OF EDAs, HRAs, PLANNI NG COMMISSIONS, AND PORT AUTHORITIES Rtgi..J.tration-6:30 p.m. Program-7-9 p.m. City elected ofiicialsand members of ph.nrling commissions are often called to comrn.1..l.nicate vvith the public and the C01.lrts to explain ::J.1'ld jus;tify land-use decisions. . Learn how to efFectively run a public hearing and arrive at round land-use decisions. . Find out how to develop written findings to support dec.isions and reflect thoughtful consideration of the issues. . Get ~o\. broad overview of requirements for establishing buildu"lg :and developmer-.t [eesand p;orkland-dedication req';.ireme!:o.ts. A Q&A session ftlllJ'ws tho pmrmtatioll. Writtm material.- and samples will bi providEd. Register online anytim.e: www.lm.nc.org