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HRA Agenda 06-27-2002 . SPECIAL MEI~TING AGENDA MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY Thursday, .June 27, 2002 - 6:00 p.m. 505 Walnut Street - Bridge Room Commissioners: Chair Brad Barger, Vice Chair Steve Andrews, Dan-in Lahr, Dan Frie, and Bill Fair. Council Liaison: Brian Stumpf. Staff: Rick Wolfsteller. Ollie Koropchak, and Lori Kraell1er. Guests: Tom Holthaus, Value Plus Honles. Jim McComh, Steve Johnson, and Kevin Ilcaton. 1 . Call to Order. 2. Consideration to approve the June 5 and June 1 S, 2002, lIRA minutes and June 17,2002. HRA Summary. "' ,) . 4. . 5. Consideration of adding or removing items from the agenda. Consent Agenda. Consideration to hear preliminary concept for use ofTIF assistance for redevelopment of West Side Market. 6. Consideration to review the completed McComb Development Feasihility Analysis for Block 52 and authorization to proceed 7. Consideration to approve authorization to enter into the Contract it)!' Private Development among the CMHP, the HRA. and the City. 8. Consideration to approve awarding the bids it)r Front Street HRA Site Grading. 9. Consideration of a request for a letter of explanation as to the decision of the lIRA not to pay business moving costs. 10. Consideration to authorize payment of liRA bills. 11. Consideration of Executive Director's Report. 12. Committee Reports. . 13. Other Business. 14. Adjournment. . . . SPECIAL MEETING SUMMARY MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY Monday, .June 17,2002 - 6:00 p,m. 505 Walnut Street - Boom Room MEMBERS PRESENT: Vice Chair Steve Andrews and Bill Fair. MEMBERS ABSENT: Chair Brad Barger, Darrin Lahr, and Dan Frie. COUNCIL LIAISON ABSENT: Brian Stumpf. STAFF PRESENT: Ollie Koropchak. Due to a lack of quorum, the HRA meeting did not convene at 6:00 p.m. on June 17,2002. The Vice Chair noticed the special meeting would convene on Tuesday, June 18,2002, 6:00 p.m. at the City Hall, 505 Walnut Street in the Academy Room. No individuals were in attendance for the public hearing for the disposition of raw lands located along Front Street. . . . SPECIAL MEETING MINUTES MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY Tuesday, June 18,2002 - 6:00 p.m. 505 Walnut Street - Academy Room Commissioners Present: Vice Chair Steve Andrews. Dan Fric. and Bill fair. Commissioners Absent: Chair Brad Barger and Dan'in Lahr. Council Liaison Absent: Brian Stumpf. Staff Present: Ollie Koropchak. 1. Call to Order. HRA Vice Chair Andrew called the lIRA special meeting to order at 6:00 p.m. 2. Consideration to approve the June 5, 2002 HRA minutes. Not presented for approval. .. .J. Consideration of adding or removing items from the allenda. Koropchak added under item 6: Consideration to amend the Contract for Private Development among the BRA. the City. and Hans Hagen Homes, Inc. 4. Consent At!:enda. None. 5. Public Hearim! - Adopt Resolution for the Disposition of Raw Lands located in the northerlv one-half of Block 54. The public notice for disposition of raw lands appeared in the local newspaper. June 6, 2002. Two commissioners and the Executive Director had appeared in the Boom Room on Monday, June 17,2002, at 6:00 p.m. to conduct business. With no quorum and no taxpayers in attendance, the meeting was posted and deferred to Tuesday, June 18. 2002, 6:00 p.m. in the Academy Room. PUBLIC HEARING Vice Chair Andrews opened the public hearing on the disposition of raw lands located in the northerly one-half of Block 54 or as described in the public notice. . . . HRA Minutes - 6/18/02 lhe I-I RA previously agreed to a selling price of $300.000 for the described said property. The selling price includes site preparation in the form of a finished pad site. HansHagen Homes. Inc. has agreed to purchase the property and construct 10 townhouses at a minimum estimated market value total of $ 1.900.000. With no taxpayers in attendance to testify for or against the sale of the described raw lands. Vice Chair Andre\vs closed the public hearing. ADOPTION OF RESOLUTION BILL FAIR MADE A MOTION TO ADOPT THE RESOLUTION BY THE HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF MONTICELLO. MINNESOTA. AUTHORIZING THE DISPOSITION OF RAW LANDS AS DESCRIBED WITHIN THE PUBLIC NOTICE OR T'HE NORTHERL Y ONE-HALF OF BLOCK 54. DAN FRIE SECONDED THE MOTION AND WITH NO FURTHER DISCUSSION. THE MOTION PASSED UNANIMOUSL Y. 6. Other Business. Koropchak informed the commissioners that the bids for site grading will be opened and read at City Hall on June 27 at 10:00 a.m. and awarded by the HRA at their 6:00 p.m. meeting. The site grading is expected to be completed by July 19, 2002: theret()fe. the commissioners were requested to amend the construction commencement date from July 1. 2002. to July 22. 2002. within the Contract with Hans Hagen Homes. Inc. DAN FRIE MADE A MOTION TO APPROVE AMENDING THE CONTRACT fOR PRIVATE DEVELOPMENT AMONG THE CITY. THE HRA. AND HANS HAGEN HOMES.INC. THE CONSTRUCTION COMMENCEMENT DATE AMENDED FROM JUL Y 1. 2002. TO JUL Y 22.2002. BILL FAIR SECONDED THE MOTION AND WITH NO FURTHER DISCUSSION, THE MOTION PASSED UNANIMOUSL Y. 7. Adjournment. The commissioners agreed to adjourn the special HRA meeting at 6:40 p.m. Ollie Koropchak. Executive Director 2 . . . MINUTES MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY Wednesday, .June 5, 2002 - 6:00 p.m. 505 Walnut Street - Bridge Room Commissioners Prcscnt: Chair Brad Barger. Vice Chair Steve Andrews, Darrin Lahr. Dan Frie. and Bill Fair. Council Liaison Present: Brian Stumpf. Staff Present: Rick W olfsteller. Ollie Koropchak, and Lori Kraemer. Guest Present: HRA Attorney Dan Greensweig, Kennedy & Graven. 1. Call to Order. Chair Barger called the HRA meeting to order at 6:00 p.m. 2. Consideration to approve the Mav 1. 2002 HRA minutes. BILL FAIR MADE A MOTION TO APPROVE THE MA Y 1.2002, HRA MINUTES. STEVE ANDREWS SECONDED THE MOTION AND WITH NO CORRECTIONS OR ADDITIONS. THE MINUTES WERE APPROVED AS WRITTEN. YEAS: FAIR. ANDREWS. BARGER. AND LAHR. NAYS: NONE. ABSENT: FRIE. " ". Consideration of addinQ or removinQ items from the a!!t.:nda. Add under 8.5. Consideration of a request from the IDC for the HRA to attend and make a presentation at the Planning Commission Workshop, June 12. Add under 8.75. Consideration to authorize payment ofresidential moving costs and business relocation costs to Mike O'Connor. 4. Consent AQenda. STEVE ANDREWS MADE A MOTION TO APPROVE THE CONSENT AGENDA ITEMS: TO APPROVE ENTERING INTO AN ASSESSMENT AGREEMENT BETWEEN HANS HAGEN HOMES. INC. AND THE HRA; TO APPROVE ENTERING INTO A PRELIMINARY DEVELOPMENT AGREEMENT BETWEEN THE HRA AND UMC AND AUTHORIZING HRA CONSULTANTS TO BEGIN DRAFTING DOCUMENTS; AND TO ADOPT A RESOLUTION APPROVING AND RATIFYING THE TERMS OF INTERNAL LOANS FOR TIF DISTRICT NOS. 1-20. 1-21, and 1-22. DARRIN LAHR SECONDED THE MOTION AND WITH NO . . . HRA Minutes - 6/5/02 DISCUSSION. THE MOTION PASSED UNANIMOUSL Y. 5. Consideration to approve a resolution adoptinl! a modification to the Redevclopment Plan for Central Monticcllo Redevelopment Proiect No.1. establishing TIF No. 1-30 with Central Monticello Redevelopment Proiect No.1. and adoptin2. a TIF Plan therefor. Koropchak noted a correction is the agenda narrative stating the main level living space area per home is 1.008 sq ft not 1,200 sq ft as reported. Additionally. the commissioners were informed that Sunny Fresh, Cargill. and another source has committed $60,000 to cover increased acquisition costs including rcimbursing the city for Kaufmann and Havel parcels and to enhance the quality of the finished product. With the corporate contribution. the estimated selling price is $118.875 per unit. The City's contribution is $42,750 for permits and fees. The HRA's contribution remains at $125,000 up-front assistance. The commissioners were provided with a summary of TIF District No. 1-30. a Housing District. as prepared by Ehlers & Associates. The purpose of thc 25-year district is to provide affordable housing. The 11 single family. owner-occupied homes. must be sold to persons at 100% of mcdian income for a family of one or tvvo ($74.700) and at 115% of median income for a family of 3 or more ($85.205). This to first time buyers only. Koropchak noted the nF cashflow increased to $181.000 NPV using a 2% inflation factor. The HRA and City Council previously approved the concept for use of TIF for this scattercd housing project. DARRIN LAHR MADE A MOTION TO APPROVE THE RESOLUTION ADOPTING THE MODIFICATION TO THE REDEVELOPMENT PLAN FOR CENTRAL MONTICELLO REDEVELOPMENT' PROJECT NO.1; AND ESTABLISHING TIF DISTRICT NO. 1-30 WITHIN CENTRAL MONTICELLO REDEVELOPMENT PROJECT NO.1 AND ADOPTING THE TIF PLAN THEREFOR. BILL FAIR SECONDED THE MOTION AND WITH NO FURTHER DISCUSSION. THE MOTION PASSED UNANIMOUSL Y. Koropchak noted that the original targeted selling price for each hOllle was $115.000. With the latest project costs and contributions. the selling price is at $118.875. Since TIF District No. 1-24 (St. Bens). a Housing District. had a cash balance of $51,404 as of December 3 I. 2001. Koropchak presented these options for the HRA to consider: To transfer dollars from TIF District No. 1-24 to: I. Reduce the selling price per home to $115.000. the original target price ($42.625). 2. Reduce the HRA loan amount frolll $125.000 to $75.000 ($50.000). 3. Reimburse the City for its permit and fee contribution ($42.760) 4. Do not transfer dollars from TIF District No. 1-24. The commissioners were also asked whether they wish to borrow the up-front dollars from the 2 . . . HRA Minutes - 6/5/02 HRA General Fund or the City General Fund and at what interest rate. Wolfsteller was concerned with "who gets the extra dollars if thc project costs are lower than estimated such as contingency and developer's fee?" Additionally, it was notcd that the City can't continue to waive or forgive permits and fees. DARRIN LAI IR MADE A MOTION AUTHORIZING THE TRANSFER OF $42,760 FROM TIF DISTRICT NO. I -24 TO TIF DISTRICT NO. 1-30 FOR THE PURPOSE OF REIMBURSING THE CITY FOR PERMIT AND FEE COSTS ASSOCIATED WITH THE SCATTERED HOUSING PROJECT AND TO BORROW $125,000 FROM THE CITY GENERAL FUND AT TERMS TO BE NEGOTIATED BETWEEN THE CITY ADMINISTRATOR AND THE HRA EXECUTIVE DIRECTOR. STEVE ANDREWS SECONDED THE MOTION AND WITH NO FURTHER DISCUSSION, THE MOTION PASSED UNANIMOUSL Y. 6. Consideration to review and discuss conflict of interest as defined bv the Minnesota Statutory bv the HRA Attornev. HRA Attorney Dan Greensweig. Kennedy & Graven. informed commissioners that the connict of interest can be more prevalent in small communities because HRA commissioners are generally the most. or very. active individuals within the community. He noted the statutcs differ for the I-IRA and thc Council stating if conflict of interest arises f()r a Council member. they are done. For BRA commissioners. there are exceptions. In a worse case scenario a commissioner can be found guilty of a gross misdemeanor or an I-IRA Contract for Private Development becomes non-enforceable. A conflict may result if a commissioner's or employec's financial intcrest is affected or an organization a commissioncr has association with is affected. The key word is "substantially" afTected which can be subjective. Greensvveig said the bcst way to avoid any potential conflict is to submit a disclosure statement within a week for entry into the HRA minutes and do not be involved in any discussion (leave the room). Additionally. he stated a commissioner can only disclose once or receive financial gain or assistance once. He suggested when in doubt. talk to Koropchak and perhaps an opinion from the attorney is necessary. In a recent concern brought to the attention of the Executive Director. clearly there was not a conflict of interest. In small communities. the swing vote of a debated topic can provoke lettcrs to the cditor and become messy. Greens\veig infl)rmed commissioners that some HRA 's have adopted conflict of interest policies of their own. Again. he encouraged if in doubt contact Koropchak. 7. Considcration to authorize placement of an economic develonment ad in the 2003 Communitv Guide. Discover Monticello. and/or American LeQion Displav Board. -. _J . . . HRA Minutes - 6/5/02 Koropchak advised that she had been approachcd by 3 individuals selling advcrtisement in an upcoming journal or display board. The HRA is asked to review and consider authorizing the expenditure since the HRA originally requested dollars from the City Council on behalf of the Marking Subcommittee. The ad(s) would market the City of Monticello for economic development. Koropchak provided three proposals for their reVlevV. There was discussion that the previous ad in the Community Guide does not mention the HRA and Fair stated he would like to see the HRA's name in the new ad. Andrews and Lahr stated added that they may possibly want to put information regarding UMC in the next brochure with a colored architectural picture a well. A MOTION WAS MADE BY BRAD BARGER TO PLACE THIS ITEM BACK IN THE HANDS OF THE MARKETING COMMITTEE TO DECIDE WHICH OPTION TO CHOOSE. DARRIN LAHR SECONDED THE MOTION. Therc was further discussion by Fair to make sure to add "paid for by the Monticello HRA". or something to that atTect. HEARING NO FURTHER DISCUSSION. MOTION CARRIED UNANIMOUSLY. 8. Consideration to authorize pavment of I'vlav HRA bills. Koropchak advised of anotht::r bill t1'OI11 Conworth Inc for $315 regarding relocation costs for Mr. O'Connor. Fair asked ifthere was anything out of the ordinary regarding relocation costs and Koropchak stated there was not. She also noted that there were further costs for actual relocation costs. this bill was for consulting only. A MOTION WAS MADE BY BRAD BARGER TO AUTHORIZE PAYMENT OF THE MA Y HRA BILLS. DAN FRIE SECONDED THE MOTION. Motion carried unanimously. 8.5 Consideration ora rellUest from the IDe for the HRA to attend and make a presentation at the PIannin!2; Commission Workshon. June 12. Brad Barger stated the IDC has asked for support from the HRA regarding the comprehensive plan update meeting on 6/12/02. Koropchak reminded them of their previous motion stating the HRA's requested for a completed industrial park by April of 2003. Fair asked about the utility work already done on the Remmele property and Rick Wolfsteller advised that was for sewer line extension to the Kjellberg West mobile home 4 liRA Minutes - 6/5/02 . park. He also stated there are no requirements on the commuter parking lot and that possibly that could be used for business parking if an industrial park were to be constructed in that area. The HRA also discussed buying land along Highway 25 for future use and stated that the City needs to purchase land now as the costs are only going to increase. It was noted that the IOC wanted someone from the HRA to help make a presentation at this meeting. Bill Fair asked if it would be feasible fi)f the HRA to look long range for industrial land by keeping a percentage of the land preserved for industrial. Koropchak advised that the IDes recommendation was for the City to sell the Remmele property for commercial land and use that money to purchase industrial land. Steve Andrews asked if it was appropriate to have industrial parks in separate areas. and Fair stated possibility an issue in regard to utilities. Barger also added that truck tratllc could be an issue. Lahr stated he \vould check to see if he was available for that meeting and Fair stated he would be therc as well. Koropchak also asked if the HRA would be promoting their previous motion. Fair added that he would like to have a current land use map at the meeting showing current industrial land available. . The HRA also discussed the Gold Nugget property being used as industrial and to scll the RL'mmele property to help pay for it. Fair stated his feeling is that the City should preserve land for industrial. Brian Stumpf advised that land outside of the City limits is zoned AO and that the City cannot say that it will be industrial at this time. The members stated again that they would like to purchased land now for future use. Koropchak advised that the City is the only one that can buy land outside of the city limits. I-IRA cannot. The I-1RA's consensus was that if the Rcmmele property was not going to be zoned industriaL find a parcel that can be. 8.75 Consideration to authorize pavment of residential moving costs and business relocation costs to Mike O'Connor. Koropchak stated that the I.IRA definitely needs to pay the residential relocation cost which they agreed to. but that was all. She also added that the attorney asked if the business was a lawful business as this site was not zoned for that and what would the legality of that be. Hc did not know if having a business in a zone not permitted would be enough for grounds not to pay relocation costs. Greensweig also asked how mueh more did the liRA want to spend on legal fees with O'Connor. Lahr asked if the City . 5 . . . HRA Minutes - 6/5/02 could suhpoena for receipts to prove he had an actual business at his residence. stating that if the City denies the relocation costs for his business he would have to come up with evidence to prove he had this business. Lahr also asked if they could subpoena someone that had work done hy O'Connor to testify where the actual work occurred. Greensweig stated that it was possible. Koropchak stated that the consultant did state he felt the HRA should pay the business relocation fee. A MOTION WAS MADE BY BILL FAIR TO PAY RESIDENTIAL RELOCATION COSTS. IF O'CONNOR REFUTES. THE HRA WILL DEAL WITH THAI' MATTER AT Tl'IA T TIME. DAN FRIE SECONDED THE MOTION. There was further discussion whether the HRA should inform O'Connor that they will want proof of his husiness. Greensweig stated that the HRA should authorize Koropchak to have Attorney Bob Linda" look into this matter further. Wolfsteller asked if there would be a way of asking O'Connor to provide some type ofprooC could thcy ask for more evidence. Greensweig advised that if this is found to be an unlawful business the HRA may not have to go any further. Lahr asked if the City could send O'Connor a letter stating they would pay residential only and Koropchak stated her understanding from Ken Helvey is that he felt this was a legal husiness. It was again stated that O'Connor was operating as a non-conforming use. and needed a CUP to operate and is asking to be paid for relocation of a business that should not have been there in the tirst place. There was no further discussion. MOTION CARRIED UNANIMOUSL Y. Greensweig advised Koropchak to have a short conversation with Bob LindalJ. Attorney prior to paying rclocation costs. Bill Fair asked to have an update regarding the progress of the old Amoco site and Koropchak advised this would be in her Director.s report. 9. Consideration of Executive Director's Report. Koropchak provided her report and there was discussion by thc members that thc majority ofthcm could not attend the special HRA meeting on June 17.2002 at 6 pm. Attorney Grecnswieg stated that one person would need to show up to convene and then re-schedule for either later that evening or another time. Barger added that he would call Koropchak and advise if he was ablc to attend the meeting at a later time. and Dan frie and Darrin Lahr stated they would not be in town that day. The HRA requested morc information on a company looking to build 40.000 sq ft food processing building \-vith 30 new jobs. There was not a lot of interest by thc HRA members. they felt the \'vater use was high. wages 100v. Koropchak advised of possible 6 . . . HRA Minutes - 6/5/02 TIF assistance to write down 3.5 acres of the 5 as well as the EDA loan. Koropchak also updated the members on the former Amoco site stating there are still some remaining environmental issues. Advised consultant of the need to spend dollars prior to June 30, 2002. to meet 5-year rule for pay.as-you-go. Thereafter only 2YYO tax increment for pooling. Dan Greensweig stated that by June 30, the HRA either has to have Fluth spend the money and purchase the property or enter into a contract directly with the Amoco people. Fluth is to provide a copy of agreement. If he spends the money after 6/30, the HRA cannot use TIF to reimburse him. The HRA could step in and buy the propel1y but it was not advised as the site is contaminated. Other option was for Fluth to pay now. Possibly shifting costs was another option, but the money still would have to be spent. The HRA directed Koropchak to call Fluth with a much more detailed message. The HRA also discussed the upgrades being made at Steve Johnson's building and the new tenant going in, and would the HRA be liable to pay relocation costs if the project moved forward. Attorney Greensweig stated yes ifHRA money was used for demolition, or the like. 10. Committee Reports. None 11. Other Business. None 12. Adjournment. A MOTION WAS MADE BY BRAD BARGER TO ADJOURN THE MEETING AT 8:30 PM. BILL FAIR SECONDED THE MOTION. Motion carried unanimously. HRA Chair Recorder Recorder 7 . . . HRA Agenda - 6/27/02 5. Consideration to hear preliminary con cent for use of TIF assistance for redevelopment of West Side Market. A. Reference and background: On June 13.2002. Tom Holthaus and Brad Larson mct with ./effO'Neill and myself to discuss redevclopment of West Side Market and thc potcntial use of TIF. The developer initially f(H" looking to construct 10 detached homcs using the same floor plan as the scattercd housing plan. They would acquirc and dcmolish West Side Market and perhaps purchasc Pump'N Munch. ^ numbcr of planning questions were asked: setbacks, realignmcnt of Otter Creek Trail with County 75 projcct and access points. sidewalks/pathways. soils issues, zoning, dcnsity, and lot sizcs. After preliminary review by the City Planner Consultant and staff, it was suggcstcd thc number of units be reduced to eight with thc square footage per unit increascd to accommodatc thc residential standards. Thc developer requcstcd to bc on the HRA agenda for preliminary concept for use of TI F. Thcy were informed the liRA commissioners want to see a concept of the development and a demonstration (proforma) illustrating the need for TIF assistance. I ran some prcliminary TIf cash now numbcrs (numbcrs not shared with developer). The redevelopmcnt project does gencrate tax incrcmcnt to assist the developer for eligible expcnditures; however, the qucstion is onc of policy and ability to meet the Statutory requiremcnts fl1r establishment of a district. First questions: Do the project meet the policies of the HRA and the goals ofthc City or ordinance? Second question: Can a Rcdcvelopment District be established? See attached rcquirements. Third question: Does the HRA want to create another Housing District? Does a I lousing District (affordablc housing) meet the goals of the City of Monticello or the I1RA policies? fourth question: Does the project jit the "but fix" test? B. Alternative Action: ] . ^ motion to approve thc preliminary concept fix use of TIf assistance for rcdcvelopment of West Side Market requesting City Council input. HRA Agenda - 6/27/02 . 2. A motion to deny approval for the preliminary concept for use 01"1'1 F assistance f<Jr redevelopment of West Side Market. State reasons. J. A motion to table any action. C. Recommendation: At site review, the staff and consultant would only support the project if the square f()otagc of the units were increased and the number of units decreased to eight and the finished product heing one of quality. The Planning Commission and Council have not seen the proposal. The recommendation of the City Administrator and Executive Director is the HRA needs to evaluate the true meaning of a Housing District. Although the income restrictions allow the HRA to create a district, do the restrictions really allow for the creation of aft()rdable housing in Monticello? In other words, does the annual income level of $74,700 for a family of2 and $85,905 for a family of 3 or more really meet the purpose of affordable housing or does it become a way lor developers to obtain assistance? "But for" test. . Can a Redevelopment District be established? More info needed and an interior inspection by the Chief Building OHicial? D. Supporting: Data: Preliminary TIF cashtlow by Koropchak, copy ofredevelopment district requirell1ents, and HRA policies. . 2 . . . WEST SIDE MARKET 155-020.004010 - Lot I, Block 4, River Terrace - 1129W est Broadway PRELIMINARY TIF ESTIMATES ASSUMPTIONS: 2002 Payable EMV $160,300 ($181,400 - 2(03) 2002 TC $2,456 Construction of X detached, owner-occupied homcs - 1,050 sq ft built out to 2,000 sq ft.. Sclling price $145,000. Tom Ilolthaus, builder. EMV per unit - $130,500 TC per unit - $1 J05 TC of 8 units - $10,440 less hasc TC = $7,984 Tax Rate 145% = $11,576 annually Less 10% admin over 10 years = $50,000 NPV Less 10% admin over 15 years = $70,000 NPV Less 10% admin over 25 years = $125,000 NPV . . . ~ 469.174, Page 3 Subd.l0. Redevelopment district. (a) "Redevelopment 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 one or more of the following conditions, reasonably distributed throughout the district, exists: (1) parcels consisting of 70 percent of the area of the district are occupied by buildings, streets, utilities, paved or gravel parking lots or oth,cr improvemcnts similar structures and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance; or (2) the property consists of vacant, unused, underused, inappropriately used, or infrequently used railyards, rail storage facilities, or excessive or vacated railroad rights-of-way; or . (3) tank facilities, or property whose immediately previous use was for tank facilities, as defined in section 115c.02, subdivision 15, if the tank facilities: (i) have or had a capacity of more than 1,000,000 gallons; (ii) are located adjacent to rail facilities; and (iii) have been removed or are unused, underused, inappropriately used, or infrequently used. (b) For purposes of this subdivision, "structurally substandard" shall mean containing defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors, which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance. (c) A building is not structurally substandard ifit is in compliance with the building code applicable to new buildings or could be modified to satisfy the building code at a cost of less than 15 percent of the cost of constructing a new structure of the same square footage and type on the site. The municipality may find that a building is not disqualified as structurally substandard under the preceding sentence on the basis of reasonably available evidence, such as the size, type, and age ofthe building, the average cost of plumbing, electrical, or structural repairs, or other similar reliable evidence. The municipality may not make such a determination without an interior inspection er of the property, but not need have an independent, expert appraisal prepared of the cost of repair and rehabilitation of the building. An interior inspection of the property is not required, if the municipality finds that (1) the municipality or authority is unable to gain access to the property after using its best efforts to obtain permission from the party that owns or controls the property; and (2) the evidence otherwise supports a reasonable conclusion that the building is structurally substandard. Items of evidence that support such a conclusion include recent fire or police inspections, on-site property appraisals or housing inspections, exterior evidence of deterioration, or other similar reliable evidence. Written documentation of the findings and reasons why an interior inspection was not conducted must be made and retained under section 469.175, subdivision 3, clause (1). (d) A parcel is deemed to be occupied by a structurally substandard building for purposes of the finding under paragraph (a) if all of the following conditions are met: . . . ~ 469.174, Page 4 (1) the parcel was occupied by a substandard building within threc years ofthe filing of the request for certification of the parcel as part of the district with the county auditor; (2) the substandard building was demolished or removed by the authority or the demolition or removal was financed by the authority or was done by a developer under a development agreement with the authority; (3) the authority found by resolution before the demolition or removal that the parcel was occupied by a structurally substandard building and that after demolition and clearance the authority intended to include the parcel within a district; and (4) upon filing the request for certification of the tax capacity of the parcel as part of a district, the authority notifies the county auditor that the original tax capacity of the parcel must be adjusted as provided by S 469.177, subdivision I, paragraph (h). (e) For purposes of this subdivision, a parcel is not occupied by buildings, streets, utilities, paved or gravel oarking lots or other improvement3 similar structures unless 15 percent of the area of the parcel contains impro tements buildings. streets. utilities. paved or gravel parking lots or other similar structures. fEffective date: This section is effective for districts for which the reQuest for certification is made after July 31. 2001.1 (f) For districts consisting of two or more noncontiguous areas, each area must qualify as a redevelopment district under paragraph (a) to be included in the district, and the entire area of the district must satisfy paragraph (a). Subd.l0a. Renewal and renovation district. (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 tz;ravel parking lots. or other impfDvcments similar structures; (ii) 20 percent of the buildings are structurally substandard; and (iii) 30 percent ofthe 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 ofthe community; and (2) the conditions described in clause (1) are r.fasonably 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 improvements similar structures, or whether noncontiguous areas qualify, the provisions of subdivision 10, paragraphs fbJ, (c), ~and W ill apply. fEffective date: This section is effective for districts for which the requests for certification are made after June 30. 1997. excepts the provision reQuiring parcels to be occupied by structures is effective for districts for which the request for certification is made after July 3].2001.1 MONTICELLO HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF MONTICELLO, MINNESOTA Business Subsidy Criteria Public Hearing and Adoption the ~ day of September, 1999. Public Hearing and Adoption of Amendments the 4th day of October, 200f), 1. PU RPOSE 1:01 The purpose of this document is to establish the Housing and Redevelopment Authority's criteria for granting of business subsidies. as defined in Minnesota Statutes 116J.993. Subdivision 3. for private development. This criteria shall be used as a guide in processing and reviewing applications requesting business subsidies. . 1:02 The criteria set forth in this document are guidelines only. The Housing and Redevelopment Authority reserves the right in its discretion to approve business subsides that vary from the criteria stated herein if the Housing and Redevelopment Authority determines that the subsidy nevertheless serves a public purpose. The Authority will file evidence of any deviation from these criteria with the Department of Trade and Economic Development in accordance with Minnesota Statues. Section 1161.994. Subd. Z. 1 :03 The Housing and Redevelopment Authority may amend the business subsidy criteria at any time. Amendments to these criteria are subject to public hearing requirements pursuant to Minnesota Statutes, Sections 1161.993 through I 161. 994. 2. STATUTORY LIMITATIONS 2:01 In accordance with the Business Subsidy Criteria. Business Subsidy requests must comply with applicable State Statutes. The Housing and Redevelopment Authority ability to grant husiness subsidies is governed by the limitations established in Minnesota Statutes I 16J.993 through 1161.994. . Monticello City Hall. 505 Walnut Street, Suite I. Monticello, MN 55362-8831 . (763) 295-27 I I . Fax: (763) 295-4404 Office of Public Works, 909 Golf Course Rd., Monticello. MN 55362 . (763) 295-3 I 70. Fax: (763) 271-3272 . . . HRA Business Subsidy Criteria .., ,J. PUBLIC POLICY REQUIREMENT 3:01 All busincss subsidies must meet a public purposc in addition to increasing the tax base. Job retention may only be uscd as a public purpose in cases where job loss is imminent and demonstrable. 4. BUSINESS SUBSIDY APPROVAL CRITERIA 4:01 All new projects approved by the Housing and Redevelopment Authority should meet the following minimum approval criteria. Hmvever, it should not be presumed that a project meeting these criteria will automatically be approved. Meeting thcse criteria creates no contractual rights on the part of any potential developer or the Housing and Redevelopment Authority. 4:02 The project must be in accord with the Comprchensive Plan and Zoning Ordinances. or required changes to the plan and ordinances must be under acti ve considcration by the City at; the time of approval. 4:03 Business subsidies will not be provided to projects that have the financial feasibility to proceed without the benefit of the subsidy. In cffect. business subsidies will not be provided solely to broaden a developer's profit margins on a project. 4:04 Prior to approval of a business subsidics financing plan and when deemed appropriate by the Housing and Redevelopment Authority. the developer shall provide any required market and financial feasibility studies, appraisals. soil boring. information provided to private lenders for the project, and other information or data as requcsted. 4:05 A recipient of a business subsidy must make a commitment to continue operations at thc sitc whcre the subsidy is used for at least fi \'e ycars after the benefit date. 4:06 The Housing and Redevelopment Authority may dctcrmine after a public hearing that job creation or retention is not a goal of the subsidy. In those cases, the recipient must instead meet at least one of the following minimum rcquirements (in addition to all other criteria in this document other than those relating to jobs and minimum wages): ( I ) The proposcd subsidy must accomplish removaL rehabilitation or redcvelopment of ' 'blighted areas" as dcfined in Minnesota Statues. Section 469.002. Subd. 11. or must constitutc a cost of correcting conditions that allow designation of redevelopmcnt districts under Minnesota Statutes. Scctions 469.174 to 469.179; or 2 . . . HRA Business Subsidy Criteria (2) The proposed subsidy must result in improvements to public infrastructure or public facilities. including without limitation, sewers, storm sewers, streets. parks, recreational facilities. and other City facilities; or (3) The proposed subsidy mllst remove physical impediments to development of land, including without limitation poor soils. bedroek conditions. steep slopes, or similar geotechnical problems. 4:07 For any business subsidy that does not meet the requirements of Section 4:06, the recipient must create or retain jobs as determined by the Housing and Redevelopment Authority. and must meet the minimum wage thresholds described in Section 5:03 CorD (whether or not the source of the subsidy is tax increment financing). 5. TAX INCREMENT PROJECT EVALUATION CRITERIA 5:01 The Housing and Redevelopment Authority will utilize Tax Increment Financing to support the eommunity's long-term economic, redevelopment. and housing goals. 5:02 Each Tax Increment Financing subsidy will be analyzed and evaluated by the Housing and Redevelopment Authority. Each project shall be measured against the general criteria in Sections I through 6 and the speeific criteria in this Section 5 applicable to tax increment financing business subsidies. 5:03 Following are the evaluation criteria that will be used by the I-lousing and Redevelopment Authority. A. All business subsidy requests shall meet the "but for" test. The "but for" test means that the project would not develop solely on private investment in the reasonable future. The developer shall provide findings for the "but for" test. B. Business subsidy requests should create the highest fcasible number of jobs on site from date of occupancy where deemed appropriatc. C. F or manufacturing and warehousing business subsidy rcquests. at least 90% of the jobs created must pay a wage of the higher of$9.00 per haUL or at least 160% of the federal minimum wage requirement for individuals over the age of 20. Annual \vritten reports are required until termination date. Failure to meet the job and wage level goals require partial or full repayment of the assistance with interest. D. For other business subsidy requests. jobs created must meet as a minimum the federal minimum \vagc requirement. Annual written reports are required until termination date. Failure to meet the joh and wage level goals require partial or .., ,J . . . HRA Business Subsidy Criteria full repayment of the assistance with interest. E. All business subsidy requests should create the highest possible ratio of property taxes paid before and after redevelopment. F. Business subsidy requests should facilitate redevelopment or elimination of "substandard" or "blighted" areas where deemed appropriate. G. Business subsidy requests should facilitate the "clean-up" of environmentally unsound property where deemed appropriate. H. Business subsidy requests should increase moderate priced housing options for area residents where deemed appropriate. r. All business subsidy requests should be deemed to promote additional desired "spin-off' development. 1. All business subsidy requests should demonstrate "community involvement"" including demonstrated degrees of the various factors: a) Local residency of the company's owners and employees, or b) Local residency of the contractors involved in the project, or c) Membership in local business organizations. or d) Other similar factors. 6. PROCEDURES * Meet with appropriate Staff to discuss the scope of the project, public participation being required, and other information as may be necessary. * The request shall be reviewed by Staff on a preliminary basis as to the feasibility of the project. * The project concept shall be placed on the Housing and Redevelopment Authority agenda for concept review. The applicant will make a presentation of the project. Statf will present its findings. * If the Housing and Redevelopment Authority's concept review is positive. Staff will provide the City Council with an informational concept review. * The applicant will execute and submit the Preliminary Development Agreement accompanied by a non-refundable fee of $5,000. * Building and sitc plans submitted to the Chicf Building Official. 4 . . . HRA Business Subsidy Criteria * If Planning and Zoning Commission action is required, it will be necessary for the applicant. at this time, to make application to the Commission. * Staff will authorize the following steps: _ Preparation for establishment of the Tax Increment Finance District and the Tax Increment Financing Plan if required. - Preparation of the Private Redevelopment Contract (Subsidy Agreement) based upon agreed terms. * When action is required for the Tax Increment Finance Plan, Private Redevelopment Contract. or Zoning/Ordinance; the Housing and Redevclopment Authority, Commission, and City Council shall take appropriate action such as public hearings and consideration of approvals. * Building permit issued after the Tax Increment Finance District and Plan is approved by City Council. the Private Redevelopment Contract is executed by the developer and the I'lousing and Redevelopment Authority, and the Building Permit Fees are paid. Eligible Tax Increment Finance expenditures: Land acquisition, site improvements. public improvements. and demolition and relocation costs. Tax Increment Finance time: Generall.v six to eight weeksfi'om time (~lallthori::ation to hegin drqfling plan und contract. Zoning/Ordinance time: Varies per project. busub.crit 5 . . . HRA Agenda - 6/27102 6. Consideration to review the completed McComb Development Feasibility Analysis for Block 52 and authorization to proceed. A. Reference and background; At the liRA meeting on May L 2002, the HRA approved a motion stating that Steve Johnson and Kevin Heaton contribute $2,000 each and the liRA contribute $1 \,500 of the not to exceed $15,500 budget for the McComb Group to conduct a development feasibility analysis f()r Block 52 of Monticello with the cOlnpleted analysis a public docUlnent. Attached is a copy of the checks from Johnson and Heaton and an authorization by the HRA to make payment. I received a copy of a revised agreement from the McComb Group to the liRA for execution. I made some changes to include the signatures of Heaton and Johnson and added a completion date t()r the analysis of June 21, 2002, in order to submit with HRA agenda package. I requested signatures and a returned copy. To date the II RA has no returned agreement. Johnson, McComb, and myself have a meeting scheduled for Friday, June 2 L 2:00 p.m. Having not seen the analysis, there is no recommendation to proceed; however, we do need to keep this redevelopment moving along. Also you've probably heard the conversation about the city and Wells Fargo swapping the library and the Marquette Bank properties. Not bad idea; however, if the current library is demolished and Marquette Bank becomes tax exempt. the lIRA will lose the tax increment off the Marquette Bank parcel. Remember Mark Rufr, Ehlers & Associates, works on behalf of the liRA not a developer. McComb Group represents the developer. . KC & THE BOYS, LLC 21082 FRANKLIN ROAD CLEARWATER, MN 55320-1307 75-69170 5096 919 4271610394 S-- rJ-()d.- Dilte____ _----------- Pay to the ML. (0 /1lb Order of - -- ----- . ------------- - -- ----- ~ (J ,...D L'T\::) ---J- --v:+--~ cn:-__--- _ _______1 I $ oJ, C1n). iJl) --- _ Dollars m .~:'i';''Al,1. .{l:Ll >J~ ::';: ;'\~:i F."i :,':'j NOmveSreANKS _,. ;~(,~~-:- :'~:J.;:H :;;,V ,~:1,~),i ." ",: ,~' Norwest Bank Minnesota South, N_A- SI. Cloud Office 400 First Street South SI. Cloud, MN 56307 ~~c/~~ I: 0 Ii ~ Ii 0 0 b q B I: ~ 2 7 ~ b ~ 0 ~ q ~ III 0 SO q b Memo_ ____n______________________ . mg~~~~y~nl':~'11n""'IWI mm~~3'.l!ilE""'"~....""L1l7iIJ\'\1'I!_~'l!'._~-'~"'~~~::;r..;:!:.=1I,-r.CT'"=mmTr.,...,.~_~r;~~~~~~~_'~-"I:~~....:z;..~,~~1l~~~ , ~\~ 8--~'d.~~' / STEVEN C. JOHNSON A.::~~~~:~Bank 2196 . c..?-- // BUILDING ACCOUNT Office of Merque..e eank, NA ,../ " 9 200 w_ Sixth St. - / P_O_ BOX 5 8 MOn\icello. MN 55362 / MONTICEllO, MN 55362 DATE -5 -7 -. Cl ~..m._. 75.1664/~~~, P~~~~~<d- ~__ I I ~~CC~~ ~,O~ ~ DOLLARS $I~, 009~- 1 1 DIVIDEND CHECK TO THE ORDER OF _ III 0 0 2 ~ q b II- I: 0 q ~ 0 ~ b b ~ 71: 0 0 0 7 a 0 ~ :) 2 q III _. [!Il: ;t.",=r~:':t.._f)t:ii:~.i:,~,~~.~;'.:J~~:~;:,~;~i...:;"i:":,~.::::,i...-...r,;l'lW1;:'i;:, "1.;O::I" ,)mWIJ!I. l.~f.,:,!~Wj!;:..'i:l!:i::,{t.~,L~..t~i_:;.,:;~:!~"'~:::':::z,.y~~j,:i.~,~~:i,,~~ ~r.w;IJ'lri~',.~r':i"*"W::i.,.~fi,~.::!:"i""it:~m;;',"1."":'.J;' ,~r;" -1'~r-',:~.,jft;;.'.~''i.."'::...g~fr.:i".j;:f;:i.~,I>IW";;;;;::,''!~r:,'i.w.fiim,::=t~r-:.;,~::~;i..j!!.~,:;~.:r..::,lA: . \ \ CITY OF MONTICELLO VOUCHER \\o~ fj-O~ . Check No.: o Recurring o Manual D Disb. Ck. Batch o Needs CC Approvat Vendor No.: Pay by: I I Payee: ~~ ~"<ll.. S. ~. "'fY\.~ <::: 0 \.t"-. b ~~~~"",,"'-o Gov~~ L~Q -L- ~~O '"'J..~"? S.q Sw.Lk-, => ~ ~ Statement! \["v\ ~ \ '\'-<\ ~ sS "-+ () "d- Invoice No: DISTRIBUTION OF EXPENSE . I Pro1ect Acct. No. Amount Oescriotion Code ~~\6-c::..,9:4. ~ \Q.Q Ii?;>. c:, eO , O..r-4.. "\--.~ .J"..d-.,. '" '- C1... ~ Y . 00 0 . - \:(7'\; A.. . ~ 0 .n ..'T' ~CL u.-. ,~. \ '~I ~\\I-\ ' '~u-.. ~lt.>J.- [ S *:)-.. . I' . / . TOTAL: $ t:p 3, S 0-0 voucner.wk4: 04/04/97 . . . BRA Agenda - 6/27/02 7. Consideration to approve authorization to enter into a Contract for Private Develooment among the BRA. the City. and Central Minnesota Housing Partnership. A. Reference and background: The Contract for Private Development outlines the terms and conditions of TIF assistance to the developer, Central Minnesota I lousing Partnership (CMHP). The Contract was drafted by Dan Greensweig. Kennedy & Graven, and a copy provided to the developer. The Contract is executed or agreed upon between the parties by the tinle City Council approves establishment of the TIF District, in this case. TIF District No. 1-30. The City agreed to forgive up to $42,750 of the permit and other fees. The HRA agreed to provide up-front TIF llnancing in the amount of$125,000 NPY for acquisition of the substandard parcels, waived the $5,000 deposit fee because the CMHP is a non-profit organization, and agreed to reimburse the City for the permit and other fees with tax increment revenues from other housing districts. The developer agrees to construct II single- family, owner occupied homes (1,008 sq n living space with attached double garages) for purchase by families meeting the income restrictions. The City agreed to loan the HRA the $125,000 up-front dollars and the HRA will reimburse the City at an interest rate of 5%. Repayment shall commence August I, 2004, from available tax increment and shall terminate the earlier of February 1.2030, or the date the HRA has repaid the loan. If, at the termination date, the city has not been fully been reimbursed for the loan, the developer agrees to pay the dinerence between the sum of the loan and the amount of available tax increment paid to the city. The developer must provide financial commitment fcn construction costs and evidence of initial purchaser's income. Date to commence construction yet to be determined. Five homes shall be completed by December 2002 and the remaining six homes completed by December 2003. A Certificate of Completion will be issued for each home upon issuance of the Certificate of Occupancy. The Council is requested to approve entering into the Contract at their meeting on June 24, 2002. Also the Council will hold the publ ic hearing for establishment of TIF District No. 1-30 on the 24th. The attorney representing the CMIIP has received a copy of the Contract. B. Alternative Action: 1. A motion to approve authorization to enter into the Contract for Private Development among the I J RA, the City, and the C M HP. 2. A motion to deny entering into the Contract ............................. . 3. A motion to table any action. C. Recommendation: Recommendation is Alternative No. I. D. Supportin2; Data. Excerpts of the Contract. . . HRA Agenda - 6/27/02 2 ARTICLE III . Acquisition of PrQpertv; Finan,:ial Assistanc~ Section 3.1. Acquisition and Conveval,!~c of the Development Property. As of the date of this Agreement, the Developer has entered into one or more purchase agreements for the acquisition of the Developn1cnt Property from a third-party. Neither the City nor the Authority shall have any obligation to acquire any part of the Development Propel1y. Section 3.2. Soil Condi!.ions. The Developer acknowledges that neither the Authority nor the City makes any representations or warranties as to the condi tion of the soi Is on the Development Property or its fitness for construction of the Minimum Improvements or any other purpose I()r which the Developer may make use of such property. 'rhe Developer further agrees that it will indemnify. defend. and hold harmless the Authority. the City. and their governing body members. officers. agents. servants. and employees. from any claims or actions arising out of the presence. if any, of hazardous wastes or pollutants on the Development Property. The Developer's obligations under this Section 3.2 shall survi ve termination of this Agreement. . Section 3.3. Payment of Administrative Costs. The Authority hereby agrees that it will pay its own Administrative Costs (as hereafter defined). for the purposes of this Agreement. the term "Administrative Costs" means out-of-pocket costs incurred by the Authority and attributable to or incurred in connection with the negotiation and preparation of this Agreement and other documents and agreements in connection with the development contemplated hereunder. Section 3.4. Land Acquisitiol}. In order to make development of the Minimum Improvements economically feasible. the Authority will reimburse the Developer. in the manner and amounts set t(mh herein. f<Jr up to $125.000 of the Land Acquisition Costs. hereby defined as up to $125.000 of the Developer.s cost of acquiring the Development Property. Any costs in excess of these respective amounts shall be the responsibility of the Developer. Neither the Authority nor the City shall have any obligation to the Developer or to any third party with respect to any defects in the construction of the Minimum Improvements. Section 3.5. financing of Land Acquisition....Costs. The Authority will reimburse the Developer for the Land Acquisition Costs in accordance vvith the following terms and conditions: . (a) Subject to the terms and conditions of this Agreement. the Land Acquisition Costs will be paid by the Authority to the Developer within 30 days of the date on whieh the Developer provides the Authority vvith a payment request certificate signed by its duly authorized representative stating: (i) that the Developer has paid Land Acquisition Costs in at least the amount of $] 25.000: (ii) that no Event of Default has occurred and is continuing under this Agreement; and (iii) that the Developer has received a Certificate of Completion f(n at least 11 Houses on the De\'Clopment Property pursuant to Section 4.4 of this Agreement. The payment request certificate must be accompanied by evidence satisfactory to the Authority that the Land Acquisition Costs ha\'e been incurred and paid by the Developer. [)J(j.216337\2 MNJ91J.lN 7 . (b) The Authority shall not be obligated to make any payment under this Section if: (i) therc is an Event of Default on the Dcveloper's part under this Agreement that has not been cured; or (ii) the Developer has bilcd to comply with the payment procedures described herein. Section 3.6. Fee Waiyers. The City will forgive up to $42.750 of permit application and other fees (the "Fees"") that would othcrwise be due to the City and borne by the Developer in connection with dcvelopment of the Development Property. provided that if the Developer does not receivc a Certiticate of Completion for the Minimum Improvements pursuant to Section 4.4(a) of this Agreement the Developer shall pay to the City any Fees forgiven pursuant to this Section 3.6. Section 3.7. Business Subsidy Agreement. The Business Subsidy Act does not apply to this Agreement because the assistance being provided hcreundcr is to promote housing opportunities within the City. . Section 3.8. City and Authoritv Internal Financing Arrangements. (a) In order to enable the Authority to provide the Land Acquisition Costs financing to the Developcr described herein. the City shall loan the Authority $ I 25,000 (the '.Loan"") on or before the date on which thc Authority becomes obligated to pay such amount to thc Developer. The Authority shall repay the City fur the Loan. with intercst thereon at 5.00% per annum commencing to accrue on the date such loan is made. Rcpayments will be madc solely from and to the extent of Available Tax Increment hereby defined as 90% of Tax Incrcment. and will be paid by the Authority to the City on each February 1 and August I (each such date a '.Payment Date") commencing on August 1. 2004 and terminating on the earlier of February 1. 2030 or the date the Authority has repaid the Loan in full pursuant to this Section 3.8. (b) The Authority shall additionally reimbursc the City for the Fees lurgiven by the City pursuant to Section 3.6 of this Agrcement (the "Waived Amount"). with no interest accruing on thc Waivcd Amount. Such reimbursements shall be made from excess tax increment generated by one or more of the Authority" s other housing tax increment districts jn the City to the extent that such tax increment may lawfully used tor such purpose and shall be made no later than a reasonable time after the Developer has received a Certificate of Completjon for the Minimum Improvements. (c) The Authority shall have no obligation to pay any portion ofthc Loan that remains unpaid after thc Termination Date. The Authority may prepay all or part of the Loan or the Waived Amount at any time. (d) The provisions of this Section 3.8 are for the sole benefit of the City and the Authority and shall not be deemed to creatc any right in any person not a party to this Agreement. . Section 3.9. Tax I\lCrement Deficiencies. (a) If. on the Termination Date. the City has not been fully reimbursed tor thc Loan pursuant to Section 3.8 of this Agreement. the Developer shall pay to the City. within 10 days of demand therefor. an amount equal to the difference between the sum of the Loan (and interest thercon as described in Section 3.8(a)) and the amount of Available Tax Increment paid to the City by the Authority pursuant to Section 3.8(a). [)J(j-2J6337v2 MNI')()"99 8 . . . (b) The Developer understands and acknowledges that the Authority makes no representations or warranties regarding the amount of Tax Increment that will be generated by the Minimum Improvements. Any estimates of Tax Increment prepared by thc Authority, its financial advisors, or its other officers, agents, or employees in connection with the TIF District or this Agreement are for the benefit of the Authority, and are not intended as representations on which the Developer may rely. The Developer further undcrstands and acknowledges that no assistance is being provided by the Authority or the City hereunder except as set forth herein, and that the Developer shall have no other claim against any funds of the Authority or the City. DJG-116337v2 MN 190-99 9 . . . ARTICLE IV Constr~ctio!!. of Minimum Improvements Section 4.1. COI1.struction of Improvements. The Developer agrees that it will construct the Minimum Improvements on the Development Property in accordance \vith the approved Construction Plans and at all times during the term of this Agreement will operate and maintain, preserve and keep the Minimum Improvemcnts or cause such improvements to be maintained. preserved and kept with the appurtenances and every part and parcel thereof in good repair and condition during the term of o\vnership by the Developer. The Authority shall not have any obligation to operate or maintain the Minimum Improvements. Section 4.1. Constnlc~ion Plans. (a) Before commencement of construction of the Minimum Improvements. the Developer shall submit to the Authority Construetion Plans. The Construction Plans shall provide for the construction of the Minimum Improvements and shall be in conformity \vith the Redevelopment Plan. this Agreement and all applicable State and local laws and regulations. The Authority will approve the Construction Plans in writing if: (i) the Construction Plans conform to the terms and conditions of this Agreement; (ii) the Construction Plans conform to the goals and objectives of the Redevelopment Plan: (iii) the Construction Plans conform to all applicable federal. state and local la\;vs. ordinances. rules and regulations; (iv) the Construction Plans are adequate to provide for construction of the Minimum Improvements: (v) the Construction Plans do not prcAide for expenditures in excess of the funds available to the Developer from all sources for construction of the Minimum Improvements: and (vi) no Evcnt of Default has occurred. Approval may be based upon a review by the City's Building Official of the Construction Plans. No approval by the Authority shall relieve the Developer of the obligation to comply with the terms of this Agreement or of the Redevelopment Plan. applicable federal. state and local laws, ordinances, rules and regulations. or to construct the Minimum Improvements in accordance therewith. No approval by the Authority shall constitute a waiver of an Event of Det~lUlt. If approval of the Construction Plans is requested by the Dcveloper in writing at the time of submission. such Construction Plans shall be deemed approved unless rejected in writing by the Authority. in whole or in part. Such rejections shall set forth in detail the reasons therefore. and shall be made within 10 days after the date of their receipt by the Authority. If the Authority rejects any Construction Plans in \vhole or in part. the Developer shall submit new or corrected Construction Plans within 10 days after written notitication to the Developer of the rejection. The provisions of this Section relating to approval. rejection and resubmission of corrected Construction Plans shall continue to apply until the Construction Plans have been approved by the Authority. The Authority's approval shall not be unreasonably withheld. Said approval shall constitute a conclusive determination that the Construction Plans (and the Minimum Improvements constructed in accordance with said plans) comply to the Authority's satisfaction with the provisions of this Agreement relating thereto. (b) I f the Developer desires to make any Material change in the Construction Plans alter their approval by the Authority. the Developer shall submit the proposed change to the Authority tlJr its approval. If the Construction Plans. as modilied by the proposed change. conform to the requirements of this Section 4.1 of this Agreement with respect to such previously approved DJG-21633 7\ 2 1\1 N 190-')9 10 . Construction Plans, thc Authority shall approve the proposed change and notity the Developer in writing of its approval. Such change in the Construction Plans shall. in any event. be dcemed approved by the Authority unless rejected. in whole or in part. by written notice by the Authority to the Developer. setting forth in detaij the reasons thercfor. Such rejection shall be made within ten (10) days after receipt of the notice of such change. The Authority'sapproval of any such change in the Construction Plans will not be unreasonably withheld. Section 4.3. C()mmene~}ll and Completion of Construction. Subject to Unavoidable Delays, thc Developer shall commence construction of the Minimum r mprovements by no Iaterthan .2001. Subject to Unavoidable Delays. the Developer shall complcte the eonstructi on 0 f the M in i m um Improvements in accordance wi th the fo II mvi ng schedule: (a) At least Jive I-Iouscs shall be completed on the Development Property by no later than Decembcr 31,2002: and (b) At least six additional Houses (feJl" a total of eleven I-Iouses) shall be completed on the Development Property by no later than December 31,2003. All work with respect to the Minimum Improvements to be constructed or provided by the Developer on the Dcvelopment Property shall be in conformity with the Construction Plans as submitted by the Developer and approvcd by the Authority. . The Developcr agrees for i tsel C its Successors and assigns. and evcry successor in interest to the Development Property. or any part thereof: that the Developer. and such successors and assigns, shal I promptly begin and dil igently prosccute to completion thc construction of the Minimum Improvements. and that such construction shall in any event be commenced and completed within the period specified in this Section 4.3 of this Agreement. The obligation to construct the Minimum Improvements in accordance \vith this Section touches and concerns the land, and shall run with the Development Property and be binding upon all Successors and assigns to the Development Property. After the datc of this Agreement and until construction of the Minimum Improvements has been completed. the Developer shall make reports. in such detail and at such times as may reasonably be requested by the Authority. as to the actual progress of the Developer with respect to such construction. Section 4.4. Certificate of Completion. (a) Promptly after completion of the Minimum Improvcments in accordance with those provisions of the Agreement relating solely to the obligations of the Developer to construct the Minimum Improvcments (including the dates for beginning and completion thercof), thc Authority will furnish the Developer with a Certificate shown as Exhibit B. Such certi fication and such determination shall not constitute evidcnce of compliance \'\ith or satisElCtion of any obligation of the Developer to any Holder of a Mortgage. or any insurcr of a Mortgage. securing money loancd to finance the Minimum Improvements, or any part thereo L . (b) Promptly after completion of each House in accordance with those provisions ofthc Agreement relating solely to the obligations ofthc Developer to construct that House (including the dates for beginning and completion thereof), the Authority will furnish the Developer \vith a DJ(j.2Ih337\2 I\INI9{).l)<) 1 I . . . Certificate shown as Exhibit C. Such certification and such determination shall not constitute evidence of compliance with or satisfaction of any obligation of the Developer to any Holder of a Mortgage. or any insurer of a Mortgage, securing money loaned to finance the Minimum Improvements, or any part thcreof. (c) I r the Authority shall refuse or fail to provide any certification in accordance with the provisions of this Section 4.4 of this Agreement the Authority shall. within thirty (30) days after written request by the Developer. provide the Dcveloper with a written statement. indicating in adequate detail in what respects the Developer has failed to complete the Minimum Improvements in accordance with the provisions of the Agreement or is otherwise in default and what measurcs or acts it wi II be necessary. in the opinion of the Authority. for the Developer to take or perform in order to obtain such certification. (d) The construction of any House shall be deemed to be complete upon issuance of a certificatc of occupancy tor that House. The construction of the Minimum Improvemcnts shall be deemed to be completc upon the issuancc of certificates of occupancy for all I I of the Houses constituting thc Minimum Improvements. Section 4.5. Plat. Prior to Commencement of construction of the Minimum Improvements. and as a condition precedent to the obligations of the City and the Authority hereunder, the Developer and the City will enter into a developer's agreement (the "Developer's Agreement") pursuant to which the Developer will make certain representations in exchange for the City's approval of a plat consisting of the Development Property, such agreement to be in such form as the City and the Developer mutually agree. but in any case containing such terms as are customary for developer's agreements entered into by the City. The Developer shall timely perform its obligations under the Developer's Agreement. DJ( ;-1111337\1 r-INI9()-9'1 12 . . . ARTICLE VI I~'"!,x Increment; Taxes; Housin~ Covenant Section 6.1. Right to Collect Delinquent Taxes. The Developer acknowledges that the Authority is pnwiding substantial aid and assistance in furtherance of the development. The Developer understands that the tax increment intended to pay expenses of the Authority and the Developer are derived from real estate taxes on the Development Property. which taxes must be promptly and timely paid. To that end. the Developer agrees tor itself. in addition to the obligation pursuant to statute to pay real estate taxes. that it is also obligated by reason of this Agrecment to pay before delinquency all real estate taxes assessed against the Development Property and the Minimum Improvements. The Developer acknowledges that this obligation creates a contractual right on behalf of the Authority to sue the Developer to collect delinquent real estate taxes and any penalty or interest thereon, and to pay over the same as a tax payment to the county auditor. In any such suit the Authority shall also be entitled to recover its costs, expenses. and attorney fees, Section 6.2. Qualification of the TlF District. (a) The Developer warrants that at all times during the term of this Agreement the TIF District shall constitute a "housing district" under the TIF Act. As of the date of this Agreement. this will requirc that at least 95% of the Houses on thc Development Property must be initially purchased and occupied by families whose family income at the time of such purchase is less than or equal to 100% of "Median Income'" (hereby defined as the greater of the median income for the State or the median income tor the Minneapolis-St. Paul Standard Metropolitan Statistical Area) tt1r a family of two or less or less than or equal to 115% of Median Income for a t~lmily ofthrce or more. (b) I L during the term of this Agreement. the TIF District does not or ceases to qualify as a "housing district" as described in this Section 6.2, such cvent shall be deemed an Event of Default under this Agrecment and. in addition to any remedies available to the Authority under Al1icle IX hercof. the Developer shall. within ten (10) days of written rcquest by the Authority indemnify. defcnd. and hold harmless the Authority, to the extent permitted by law. tor any penalties, damages and costs resulting therefrom, (c) The Dew lopeI' shall undertake such monitoring procedures with rcspect to the initial purchasers of each and evcry Housc located on the Development Property and shall. within ten (10) days of the initial sale of each such House and at any other time as requested by the Authority, provide the Authority vvith tax returns of the initial purchasers and occupants of each such House. and all other documentation necessary for the Authority to ensure the Developer's compliance with this section 6,:2, such documentation to be provided within ten (I 0) days of request by the Authority. D.lG-116337\1 MN1'1().'I<) 15 . . . ARTICLE VII Financing Section 7.1. ~oTtgage Financing. (a) Before commencement of construction of the Minimum Improvements. the Developer shall submit to the Authority evidence of one or more commitments t(Jr mortgage financing which. together with committed equity for such construction. is sufficient for the acquisition of the Development Property and constructing the Minimum Improvements. (b) If the Authority timjs that the mortgage financing is sufficiently committed and adequate in amount to provide for acquiring the Development Property and constructing the Minimum Improvements then the Authority shall notify the Developer in writing of its approval. Such approval shall not be unreasonably withheld and either approval or rejection shall be given within thirty (30) days from the date when the Authority is provided the evidence of mortgage financing. ^ failure by the Authority to respond to such evidence of mortgage tinancing shall be deemed to constitute an approval hereunder. Section 7.2. Authority's Option to Cure Default on Mortgage. In the event the Developer does not cure a default under any Mortgage authorized pursuant to this Agreement on or before 45 days following notice of such a default. the Authority shall have the right but not the obligation. to cure any such det~lldt on behalf of the Developer within such cure periods as are available to the Developer under the Mortgage documents. The Developer shall cause the Authority to receive copies of any notice of det~lUlt received by the Developer from the holder of such Mortgage. DJG-216337v2 MN 190-99 16 . . . HRA Agcnda - 6/27/02 8. Consideration to aoorovc awarding the bids for Front Street HRA Site Gradinl!. A. Rcfcrcnce and backeround: As you rccall, sometinlc ago the liRA agreed to have WSB. Inc, the city engineering consultant finn, order and oversee the work necessary to complete the front Street property as a finished pad site. Preliminary estimates fronl WSB, Inc. were around $100J)00. WSH has prepared the specs for the site grading on behalf of the HRA. According to the Minncsota Statutes if the estimated cost is over $25,000. the I-IRA must advertise for bids. The bids can be opened and read publicly not less than seven days after the datc of the publication. The bids will be read at City Hall. on June 27, 2002, at 10:00 a.m. and the HRA will award the bid at their June 27, 2002, 6:00 p.m. rnecting. After the bids have been received, opened and read publicly and recorded, the authority shall award the contract to the lowest responsible bidder, provided that the authority reserves the right to reject any or all bids. A copy of the specs are available at City llall, 505 Walnut Street. B. Alternativc Actions: 1. A motion to awarding the bids fl)r the front Street liRA Site Grading to 2. A motion to reject all the bids and authorize to rc-advertise. C. Recommcndation. Assuming a hid is reasonable, the recommendation is alternative no. 1. D. Supporting Data. Copy of the Statutes and public advertisement. 469.012 ECONOMIC DEVELOPMENT 998 . to promote economic integration or to encourage owner occupancy of single family res'- dences. 1 History: 1987 c 291 s 12.243: 1987 c 312 art 1 s 26 subli 2; 1987 c 386 art 6 s 3, 1988 c 580 s 3; 1988 c 702 s 3; 1989 c 277 art 2 s 60; 1989 c 328 art 3 s 5; 1990 c 532 s 6,7: /991 c 291 art 10 s 3: 1992 c 376 art 3 s 3,4; 1993 c 320 s 2; 1993 c 375 art 14 s 3' 1996 c 399 lIrt 2 s 6; 1997 c 231 art 2 s 42 ' . 469.013 ACCOUNTING. / Subdivision I. Annual reports, duties of state auditor. Each authority shall keep an accurate account of all its activities and of all its receipts and expenditures. The authority shall annually, in January for accounts kept on a calendar year basis, and within 30 days ofthe end of its fiscal year for accounts kept on a fiscal year basis, make a report on the accounts to the commissioner of trade and economic development, the state auditor, and the governing body of the city. The reports shall be in a form prescribed by the commissioner of trade and economic development. All powers conferred and duties imposed upon the state auditor with respect to state and county officers, institutions, property, and improvements shall also be exercised and performed by the state auditor with respect to authorities, except the power to prescribe the form of reports or accounts provided in sections 469.00 I to 469.047. The state auditor shall make audits of the low rent public housing funds of the authorities that are deemed to be in the public interest, and shall file a written report covering the audits with the authority, the city clerk of the municipality, and the commissioner oftrade and economic de- velopment. The first report of the state auditor shall include all expenditures and activities of the local authority from the creation of the authority. Each authority shall be liable to the state and shall pay all costs and expenses of the examination, from funds available for those pur- poses. Subd. 2. Commissioner of trade and economic development; powers, duties. The commissioner of trade and economic development may investigate the affairs of authorities and their dealings, transactions, and relationships. The commissioner may examine the prop- erties and records of authorities and prescribe methods of accounting and the rendering of periodical reports in relation to projects undertaken by authorities. In prescribing the form of accounts the commissioner of trade and economic development shall take into consideration any requirements of the federal government under any contract with an authority. The com- missioner of trade and economic development may adopt, amend, and repeal rules prescrib- ing standards and stating principles governing the planning, constnlction, maintenance, and operation of projects by authorities. Compliance with sections 469.00 I to 469.047 and the rules adopted by the commissioner of trade and economic development may be enforced by the commissioner by a proceeding in equity. History: 1987 c 291 s 13; 1987 c 312 art 1 s 26 subd 2 469.014 LIABLE IN CONTRACT OR TORT. Subject to the provisions of chapter 466, an authority shall be liable in contract orintort in the same manner as a private corporation. The commissioners of an authority shall not be personally liable as such on its contracts, or for torts not committed or directly authorized by them. The property or funds of an authority shall not be subject to attachment, or to levy and sale on execution, but, if an authority refuses to pay a judgment entered against it in any court of competent jurisdiction, the district court for the county in which the authority is situated may, by writ of mandamus, direct the treasurer of the authority to pay the judgment. History: 1987 c 291 s 14; 1991 c 342 s II 469.015 LETTING OF CONTRACTS; PERFORMANCE BONDS. Subdivision I. Bids; notice. All construction work, and work of demolition or clearing, and every purchase of equipment, supplies, or materials, necessary in carrying out the pu~- poses of sections 469.00 I to 469.047, that involve expenditure of $25,000 or more shall e awarded by contract. Before receiving bids the authority shall publish, once a week for t~O consecuti ve weeks in an official newspaper of general circulation in the community a nO~lce that bids will be received for that constnlction work, or that purchase of equipment, supplies, . 999 or materials. The notice shall which the contract is to be let and read publicly, which time cation. After the bids have be' ity shall award the contract tt serves the right to reject any person to whom the contraci faithful pelformance. If no s authority may establish rease of bidders and to require bid Subd. 2. Exception; en' shall declare that an emergen material or supplies at a cost emergency repairs, it shall ne or supplies may be purchase. gency repairs may be contra' An emergency, for purpose~ cumstances or conditions w: Subd. 3. Performance for any works of constmcti 574.26 to 574.31 except for than $25,000. Subd. 4. Exceptions. ( lowing circumstances: (1) in the case of a COi (i) for which financial (ii) which does not req condition of the federal fin: (iii) for which the cont either owned by the authori the time of the contract but of the project or improvem (2) with respect to a s (i) constructed in con~ (ii) financed with the revenue bonds; and (3) in the case of any 1 constitutes a housing deve (i) the project is Hnar from nongovernmental SOl (ii) the project is eithc ityonly for development P entered into but the contrac improvements upon comp (iii) the authority fin' ments is necessary in orde ble. (b) An authority neel (1) a contract descril (2) a construction c construction has been COI (3) a construction cc acts as the general constfl (4) a services or mat JUN-10-2002 10:02 . Ii.CONOMJC DEVFJ.,OpMJ!NT 469.015 998 999 olition or clearing. n')'ing out tb~ p'ur- 10 or more shall be l"Aek for~ J~t)' a nonce uipment. supplies, Of materials. The notice shall staJ:e the nature of the work and the temlS and conditions lJpon which the contract is to be let. naming a time and place where bids will be received. opened ancl read publicly, which time shall ~e not less than ~ren d~~per the date of the last publi- cation. A.fter the bids have been received. opened an read publIcly and recorded, the author- ity shall award the contnlct to the lowest responsible bidder, provicied that the authority re- serves the right to reject any or all bids. Each contract shall be executed in writing, and the pclSon to whom the conlJ1lCt is awarded shall give sufficient bond to the authority for its faithful performance. If no satisfactory bid is received, the authority may rudvertise. The authority may establish reuonable qualifications to dere.rmine the fimess and responsibility of bidders and to require bidders to meet the qualifications before bids are accepted. Subd. 2. Exception; emergeney.lfthe authority by a vOle offour-fliths of ilS members shall declare that an emergency exists requiring the immediate purchase of any equipment or J]laterial or supplies at a cost in excess of $25,000 but not exceeding $50,000. or making of emergency repairs. it shall not be necessary to advertise for bids. but the mat.erial. equipment. or supplies may be purcha5ed in the open market at the lowest price obtainable. or the emer- seney repairs may be contracted for or performed without securing formal competitive bids. An emergency, for purposes of this subdivision, shall be understood to be unforeseen cir- cumstanCes or conditions which result inthc placing in jeopardy of human life or property. Subd. 3. Performance bonds. Performance bonds shall be required from contractors for any works of constrUction as provided in and subject to all the provision, of sections 574.26 to 574.31 except for contraCts entered inlo by an authority for an expenditure of less than 525,000. SuM. 4. ExcePtions. (a) An authority need not require competitive biddina in the fol- lowing circwnstanceS: (1) in the case of a contract for the acquisition of a low-rent housing project: (i) for which financial assistance is provided by the federal government: (il) which does not require any direct loan or ,rant of money from the municipality as a condition of the fe.deral fmlUlcial assistance; and (ill) for which the contract provides for the constrUction of the project upon land that is e.ilher owned by the authority for redevelopmCllt purposes or not owned by the authority at the time of the conu'act but the contract provides for the conveyance or lease to the authority of the project or improvements upon completion of constrUction; (2) with respect to a strucau~d parking facility: (i) constructeQ in conjunction with. and directly above or below, a development; and (ji) financed with the proceeds of tax increment or parking ramp general obligation or revenue bonds; and (3) in ~ Ca5e of any building in which at least 75 percent of the usable square footage constitutes a housing development project if; (i) the project is financed with the proceeds of bonds issued under section 469.034 or from nongovernmental sources; . (ii) the project is either located on land thal is owned or is being acquired by the lluthor- Ity only for development pUIposes, or is not owned by the authority at the time the contract is ~tcred into but the contract provides for conveyance or lease to the autho1'iry of the projCCt or nnprovemen15 upon completion of COl1sauc:tioni and (iii) the authority finds and derenuines thal elimination of the public biddini rcqlJire- menu is necessaJ)' in order for the housing development project to be economical and feasiA bie. (b) An authority need not require a performance bond for the following projects: (1) a contract described in paragraph (a). clause (1): (2) a construction cballge order for a housing project in which 30 percent or the construction has been completed; (3) a cOD6trUCtion contraCt for a single-family housing projcct in which the authority acts as the general COnlltruCtlOn conl:Iaclorj or (4) a services or materials contract for a housing project. . l:iinale family re.si- 1 c 386 art 6 .13, 1 s 5: /990 c 532 s j c 375 art /4 d. , hoMty shall keep an u.re~. The authority vlthin 30 days of the ~ on the accounts to ., ~d the governing Sl:il0ner of trade and Ie state auditor with tnents shall also be except the power to 1469.047. The srate authorities that are ~ the audits with the c and economic de- res and activities of bc liable to the state lable for those pur. owcAtties. The ff~uthoritiu f e;ltamine the prop- rld the rendering of icribiDg the fonn of ~ into consideration ~uthority. 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Reference and backe:round: Attached you will find a copy of the check to Michael O'Connor and cover lettcr to Mr. Helvey as directed by thc I-IRA. Upon Mr. Helvey's instruction, he was called to pick-up the check. Mr. Hclvey instructcd me to mail the check to O'COllllOr"S attorney, John Peterson. I reccived a call fi'om Mr. I Ielvcy on Tuesday or Wedncsday requesting a letter from the HRA explaining why thcy elected did not pay for the business llloving costs. As they may wish to appcal. Please give some thought to this and advise. June t 7, 2002 MONTICELLO Kcn I-Ielvey, Relocation Consultant Conworth, Inc. 4725 Excelsior Boulevard. Suite 200 Minneapolis, MN 55416 Subject: Relocation Claims for Michael O'Connor. 218 Front Street, Monticello, MN 55362. Dear Mr. Helvey: . Attached is the check payable to Michael O'Connor as authorized by the commissioners of the IIousing and Rcdevelopment Authority in and for the City of Monticello, Minnesota. on June ). 2002. This concludes the HRA's obligation to Michael O'Connor. Sincerely, HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF MONTICELLO Ollie Koropchak Executive Director Attachment c: I IRA File Roger Belsaas, Mayor . -----~~--_._.'-~~~~~._, ..- ~~,._~._,~ Monticello City Hall, 505 Walnut Street, Suite I, Monticello, MN 55362-8831 . (763) 295-2711 . Fax: (763) 295-4404 Office of Public Works, 909 Golf Course Rd., Monticello, MN 55362 . (763) 295.3170 . Fax: (763) 271.3272 CITY OF MONTICELLO ACCOUNTS PAYABLE 505 WALNUT STREET. SUITE 1 MONTICELLO, MN 55362 763-295-2711 DATE 75-1664 910 NO. 69323 MAROUETTE 6ANK - MONTICELLO' P,O. 60X 729 MONTICELLO, MINNESOTA 55362' (763) 295.2902 . 06/13/2002 69323 REE THOUSAND THREE HUNDRED THIRTY ONE AND 52/100 DOLLARS CHECK NO. AMOUNT $3,331.52 PAY TO THE ORDER OF MICHAEL O'CONNOR II- 0 b ~ :l 2 :lll- I: 0 ~ .0 . b b It 71: 7 bOO o. 711- VENDOR .00617 MICHAEL O'CONNOR 06 13 2002 FUND & ACCOUNT P.O. 213.46583.4399 213,46583.4399 218 FRONT STR 218 FRONT STR RES. FIXED MOVING E 1,400.00 RES. INCID CLOSING 1,931.52 TOTAL 3,331.52 . . CITY OF MONTICELLO. MONTICEllO. MN 55362 . . . 10. HRA Agenda - 6/27/02 Consideration to authorize payment of liRA bills. Please note the one invoice from Kennedy & Graven is being held. If UMC elects to do IRB's, those costs are rolled in the cost of the IRBs. Dan Greensweig was part of the financing team to answer questions or UMC executives. Recornmend to authorize payment of bills. . . . Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 55402 (612) 337-9300 June 17, 2002 Statement No. 52243 City of Monticello Accounts Payable 505 Walnut Street, Suite 1 Monticello, MN 55362 Through May 31, 2002 MN190-00097 TIF 1-29 MN190-00098 Hans Hagen TIF Contract MN190-00100 TIF District 1-31 . UMC Project MN190-00101 General HRA Matters Total Current Billing: 540.00 165.00 810.00 165.00 1,680.00 . . . Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 55402 (612) 337-9300 41-1225694 June 17, 2002 Invoice # 52243 City of Monticello Accounts Payable 505 Walnut Street, Suite 1 Monticello, MN 55362 ~\~.. y ~ S ?-~ j '7/0 \...to MN190-00097 TIF 1-29 Through May 31, 2002 For All Legal Services As Follows: 5/7/02 DJG Revise documents in preparation for closing Hours 0.70 1.30 5/8/02 DJG Prepare for and attend meeting with O. Koropchak, G. Hohlen, Front Porch and Big Lake Lumber regarding contract issues 5/9/02 DJG Revise contract for private development in accordance with 1.60 meeting with developers Total Services: $ Total Services and Disbursements: $ Amount 105.00 195.00 240.00 540.00 540.00 . . . Page: 2 Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 55402 City of Monticello ?l ~ . \4 ~ S ~ 3 . ? e \{ C May 31, 2002 MN190-00098 Hans Hagen TIF Contract Through May 31, 2002 For All Legal Services As Follows: 5/21/02 CBR Review title issue re sale to Hans Hagen Homes 5/28/02 CBR Phone call to Wright County Abstract; fax to Wright County Abstract 5/29/02 CBR Phone calls re closing and title matters Total Services: For All Disbursements As Follows: Fax Total Disbursements: Hours Amount 0.70 66.50 0.30 28.50 0.70 66.50 $ 161.50 $ 3.50 3.50 Total Services and Disbursements: $ 165.00 . . . Page: 3 Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 55402 l ~ ~<; J City of Monticello May 31, 2002 \3;'~ ~..\<<> T ' \<.~~G~ ~ \;J~ MN190-00100 TIF District 1-31 - UMC Project ~ 'v\~ \ ~ Through May 31,2002 For All Legal Services As Follows: 5/31/02 DJG Prepare for and attending meeting regarding UMC financing Hours 5.40 Amount 810.00 Total Services: $ 810.00 Total Services and Disbursements: $ 810.00 . Page: 4 Kennedy & Graven, Chartered 200 South Sixth Street Suite 470 Minneapolis, MN 55402 City of Monticello May 31, 2002 ?,~ 3-- ~. 30 \.\-0 '-\ t.. ? 0 \ . MN190-00101 General HRA Matters Through May 31, 2002 For All Legal Services As Follows: 5/7/02 DJG Telephone conference with O. Koropchak regarding various financing issues. Hours 0.50 Amount 75.00 5/29/02 DJG Telephone conference with O. Koropchak regarding various issues concerning interfund resolutions Total Services: 0.60 90.00 $ 165.00 . Total Services and Disbursements: $ 165.00 . Monticello HRA 505 Walnut Avenue, Suite 1 Monticello, MN 55362 June 10, 2002 . MC100-01 General Invoice # 19539 Professional Services Hours Amount 5/9/02 MTR Meeting with Ollie 1.75 218.75 Total Due This Month: 1.75 $218.75 Status of Account: Current $218.75 30 Days $0.00 60 Days $0.00 90 Days $0.00 120+ Days $0.00 Total $218.75 . ~ \ ? _ l{ ~ :;'0 \. ~ t <t ~ dh- V";)... -' 0 ?- l> - \ PLEASE KEEP WHITE COpy FOR YOUR FILE AND REMIT PINK COpy WITH PA YMENT TO: . . EHLERS & ASSOCIATES INC 3060 Centre Pointe Drive Roseville, MN 55113.1105 651.697.8500 . 11. . . HRA Agenda - 6/27/02 Consideration of Executive Director's Report. a) UMC - The Council called f()r the public hearing date of August 12,2002, on establishing TIF District No, 1 ~31, [have a meeting set up with the builder and company executives on Monday, June 24 in the afternoon to touch bases before I leave, They're working on real estate financing first and the machinery and equipment financing will start in August. b) Production Stamping - No commitment yet. Talked with their attorney, the company still researching financing options. Will have TlF stuffready for Council to call public hearing on the July 8, if a decision is made, Not interested in our GMEF, c) Prospect Team scheduled to visit a manufacturing company in St. Paul on Tuesday rnorning, June 25, Company looking long-range (two years out). About 50,000 sq n building, five acres, currently 40-45 full time employees, d) Two other companies - wet industries - 40,000 sq ft and 250,000 sq ft, e) Lake Tool building - Double Bull Archery elected to withdraw their intent to purchase the property because they felt Lake Tool's ability to clear all encumbrances and existing financial obligations was simply not possible. The EDA had approved a $50,000 real property acquisition loan. f) Amoco site - I tried both Barry Fluth and Lotus Real Estate to make sure Barry obtained title to the property. Lotus responded, Barry obtained title to the property on June 18 and closed on his construction financing on June 20. Waiting for a form from MPC relative to their Development Restoration Action Plan, Civil engineer plans in at City Hall. Hope to start construction around July 1. g) Hans Hagen property - The HRA held the public hearing on the disposition of raw lands and the results of the Braun Testing relative to the residential fuel tank removal was OK, Haven't closed as the Title Company won't release a satisfaction of mortgage on the former Reed or Kruse parcel. Working on it. h) Attached is a copy of the economic development ad for the journal (Discover Monticello). Because they were going to print that Friday was unable to change ad to LlMC as directed by the two marketing representatives. The ad in the Monticello Community Guide will feature UMC. I have a quote from Ed Sorgatz, Olson General Contractors and UMC. We'll use a front elevation of the building as it'll be available. Meeting with Times on Monday, June 24, 2002. i) 8 Lynn Street - A real estate agent called and asked if the I I RA or City were interested in this substandard property. Is the liRA? j) Planning Commission Workshop - good attendance. Comp Plan f()llow-up at the Planning Commission meeting of July 2. k) Additional information to the Housing Study. I) I'll be out of the office July 1 and back in July 24, Rick will handle finance questions and John Glomski any new leads, Soon as I get back I have to work on the TIF Reports to the State Auditors. ~6-19-' ~~.:_5:_~1'_J'::RO~-Sf.~_ ~~~~4404.. .. +7?~-_2:5~6.!b6/20/2002~~~2€f~ U-446 tOPr~EjI ('i9tJ:~. \ It,.t-56t (~9(.). lEit't9E'~ NW 'otl~;)!lUOW" ~!nS "l:xl4S II'lQIIA\ ~O~ 'neg N!O On~!)"o", 003/004 From ~-{IOII N-~ I...)N6'" I..~ N !g ~N~ I~ (') . - ~ . . ~ :.c..:...~ :..~ i.n;a.r.;l So ~~:Q ~~Q . ~~o ~~w ~~o ~V'l--.J .. .. . . u . . . fa ~.c 5-i g .:; u_ ..... 0 o g 0 0 0 ~ Q 0, 0 a ~ d 'Tj ~ ~ 0 ~ 0 f ~ ~ 0 ~ ~f~ t:l tI) Sl m Sl Il,l n ~ ~. '< '< '<. - '< - ~~ t-.J IV 1'0.) r>.) N I-...l N ~ t".l 0 ~ 0 c 8 ~ - 0 ~ 0 0 0 0 ..c a .~ S ~ 0 c ..c '" ~ 0 ...c \D ...0 r:1"'&i'> ~(;'C'> g:m> ~ >- ...., > ii Q\ ~g.....~ fT'-Co ~c: r::t' .:: B- e: (") . 'w . gg (rv fJq lKI N IV N rv N 10 I'-' to-.J N m a 0 g 0 o 0 g ~ 0 \b '" 0 0 S o 1;1 Q '-D i .... ..... ~ N _ Q \0 S' :a i fo,Q (,.j;j f,R U30 CI':l Efl bI!I ~ foB ~ &'J f,A ::! A ...;: ~ l-.J r>.) NO' u~ ..J:. 0 ..... ... c ." "!Ie "0-, UC\ bCJ .. \0 ...... oe ~ 0 0 U 1.-<0 """ .... $ ~ ~ .? ~ A- N tv l;'IQ-, Q\ [I'] " 0 "T) n g ?i n - Cl.. 1,... r'I"l 8 % 1!3 ~ ~ f:3~ VtliA-~ ~ :1 ~ ~ n to.I 1.... I..J 0::> ! '#. -<. '"" ...... ...... 'l"J ~ W-.,l ~ "0 'V. ..... 1,,11 '-oJ ...) ii ~ U\ -.l V I 011 0. IV l} ~ --4 - ~ 0 ~ ::i 0 9 b . 00 rJ:l ~ lit I\/') V'i "^ (;,tj ~ (tt 4Io't ~ 10 ~ :.'!:' ,c VI "'" U\ VI VI ,,"" Vl "" V' IJl I'll ~ ~ ~ ~ ~ ~ ~ ..~ ~ 0 ~ ~ ~ -...I -..) ::: 0\ ...... - - ..... ~ o' :z: t:j ..., 9 tI) x i3 ~ ~ ~ j1 ~ (,04 ~ tA t. ~ ~ ::! a t..;l -- '11 v, "v. VO'I &. l...~W 'l.h '~ ""VI '"<:t 0 N f...) ~ o,b ~~ ~ 8 -J I'"' ~ 10 0 I..~ :"> VI. - r? QI; ~ - ~ n. 0 - ~ '~If IV - VI "VI 0 0 0 0 4!0- 5 ~ lr:' 8 s I~ .. . 't' .. ;FIl /~ . ;' , , . E/2'8 Oii::DIlNOW JO All:;! Wtll.S:l.i) Z0, 61 Nnr .~ \\ From 1a6-19-' l!l2 15: 22 FROt1-seB Ij'6ml!4404 +763-295~6!b6/20/200~-W~2Ef~ U-446 YOWS6~ (~U :Xfd. t tLt"S6t (E9L) .1E.:8i'1:SlES~ NW 'otp'-'IlOOW 'I :>>JnS 'mJIg 11lll(lA\ SO, '1.111}{ .(11:1 O{IQ:J9IIOW 004/004 . . . VE;'d <..1;;) \ \ rn :j :: ~ ~ o ....l d .....j > t- ~ > 8..~ -i:i ;"":5 ~rl ~ ,. g z: c:,.Q N~ . n ~= ~~ ... c -0 ~ := I,jl ... ~4' ~:8 :;j~ ~ -i ...... I>> f\l ~ !AI "" J" ~ ~ o c: ~ Z ~ ;::l m ~ b"-I N \.It "l." o 0\- + ~ t"[) "" (Tj c;f.l woo:! m s: < o ..... ... ..... ..,:. ~ o (oA - "'-I Gel - ...... fi/')~ t..J \.II $g I...JO @@ 0Cl 00 ~N V1 VI '#.~ Ql ~ f'l n t'> t'l ... .., ~ !::: 2.E.. c. 0- ~ l>l nn ~~ 1,,/1- o ...~ N~ ....N C ...... _0 1'..,)- ~I.':,> _;;1 Ci- t~ S ~ ~ ~ '=' e ]" c !! .. ~ 1. '< ~ X nl III "'0 ~ a: .r ... e -< N Q r;;;l "" ;i (\l r.l ~ ... CD "" In :0:0. :; li In o =.. ~ > - Ct.l r-..)-f:o'!) . . ..... eV>..... ~S;\O c,..... -t-.\ .0 o r.....).....f:;I') . . ~ c......_ ~Q\D · ~N <0 o f '< ~ o o VI ~ - Iv o ~ ~ 5lI '< ~ o 1;':1 ~ \'00,) 8 \Ill i!1""m:> ~n~c: . r;r, = g g c::o. VI ~ :b. P' ~ ..... b'1 ~ N I,'.l Ca 00 '-' 1...0 ~ ... m~~> ~ Q"" ... ~ N tv C 0 ~ 2 ~ N 00 \,...,I oCl. ~ gg '-' ,Q" &ot .l::. ja OJ> v, .. ,~ .... I.Jl (,n N '^ VI W t..J V. U. VI -...j VI ~ ..'= >C ~ ~ .... S ~ V\ .0 ~ - M Y' a -.1 - ~ b ~ Clo'l l'.J $' .J.>- \Q ~ V. N o ~ N '0 U\ Iv o :3 '..." t-.,) o "'" I..J ..... t..) o ,.., .... 'S o O'"13:lIlNOW ~ A.lt::J Wl;.1t.S :l0 2B1 61: Nnr ....... mfIJ-I.~AdVe~iSing ru:and Design _ MICHELE HERTWIG 8858 Darrow Ave. NE, Monticello, MN 55362 y\, . BILL TO: Ollie Koropchak City of Monticello 505 Walnut Street Monticello, MN 55362 FULL PAGE AD (INSIDE BACKCOVER) TWIN CITIES DIE CASTING MONTICELLO HRA & MONTICELLO CHAMBER OF COMMERCE $595.00 . _ $595.00 ?;AanIv CZfaw Detach and return bottom portion to ensure proper credit to your account. MAJIRS! Advertising & Design Michele Hertwig 8858 Darrow Ave NE Monticello, MN 55362 763-295-4393 Billing Date: June 13, 2002 RE: Full (back cover) page DM ad ~ Make Check Payable To: MAJIRS! ADVERTISING & DESIGN 8858 DARROW AVE NE MONTICELLO, MN 55362 Ollie Koropchak City of Monticello 505 Walnut Street Monticello, MN 55362 . TERMS: NET 10 DAYS A minimum $S.OO monthly LATE CHARGE wilt be added to any Balance ($0.01 . $325.00) 30 or Mare Days Past Due; .015% charge far balances oVer $325.00. This information sheet may be mailed to: MAJIRS! Advertising & Design 8858 Darrow Ave NE Monticello, MN 55362 o APPROVED FOR PRINTING Jm Michele Hertwig MAJI City of Montie 0 AD SIZE: Full (be) page PAYMENT DUE: $595 Ollie, Changes have been made. Thank you Michele o OK wth corrections o Need another proof . ~ 763295-4404 2:21 PM Page 1 of 1 Thu, Jun 13, 2002 . CUSTOMER INFORMATION - 8113102 Ollie Koropchak, City of Monticello, Economic Development Director COMPANY 505 Walnut Street. Monticello, MN 55362 ADDRESS Ollie CONTACT ph.763-295-2711 (direct: 271-3208) . I~:.:. . (;:. I."':::" 'ill "Working with the Monticello Economic and Industrial . J:Development people has been a vary satisfying experience. They i',have been extremely helpful and focused on the success of the J;:project, as well as helping us secu~e the necessary financing. . i:,!They've been a great team to work With." ~:Douglas D. Harmon, Vice President & CEO, 1\Nin City Die Castings II 1',' (.,:.. tt,( Monticello Houlling Ii Redevelopment Authority '{' . and the " ' ':!,Monticello Chamber of Commerce: ~t i> Ollie Koropchak, City of Monticello ':iEconomic Development Director . 763.295.2711 www.ci.monticello.mn.us. SIGNATURE ~JU~ 11 02 05:01p $ Cen~ral MN Housing P~nsp 320 259-9590 p. 1 PH: (320) 25~393 FAX: (320) 259-9500 Central Minnesota Housing Partnership . P.O. Box 2222 S1- Cloud, MN 563D2-2222 Fax \<. To: Ollie Koropchak Fronu Lisa Graphenteen Fax: 763-295-4404 pag..: 3 Phone: Date: June 11, 2002 Re: Census Information cc: o Urgent X For Review 0 Please Comment CJ Please R.ply 0 PI-.. Recycle . Attached please find some information from the Census that just became available in regards to housing and household incomes. There were a lot of you that had questions on the projections and when we would have more detailed information so I wanted to forward the information to you. In some cases you may find the information was fairly accurate and in other cases not. If the data was substantially different I did pull information from some of your surrounding townships which would have been included in your study area and these typically explained the differences so you may find sheets for some surrounding townships attached as well. The biggest difference I found in the data was the age of housing. We could not include units which may have been annexed as we did not know the year they were constructed so you will want to make sure you use the new data. I think there also may have been some reporting differences as well between 1990 and 2000. I would be more than willing to update tables within your plan to reflect the new changes and provide some additional tables as well. I am out of the office a lot in June at meetings but could probably complete this in July for you. If you are interested give me a call at 320-259~ 0393 or email meatlisa@cmhp.net. . ~un 11 02 05:01p Cen~~al MN Housing P~nsp 320 259-9590 p.2 . Tabl. OP-3. Profile of Selected Economic Characteristics: 2000 Ceographlc area: Monticello city, Minnesota [Data based on a sample. For information on c:onfrdentfality protection, sampling error, nonsampling error, and definitions, see text] Subject Number Percenl Subject Number Peroent ~MPLOYMENT STATUS INCOME IN 1999 Population 16 years and o_r............ 5,727 100.0 HOUMhol.. .. .... ........ ...... ........ 2,977 100.0 In labor rol"C8 .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4,498 78.5 Less 1han $10,000. . . . . . . . . . . . . . . . . . . . . .. . .. . . 113 3.8 Civilian labOr foree. . . . . . . . . . . . . .. .. . .. . .. . .. 4,498 78.5 $10,000 to 514,999. .. . . . . .. .. . . . . .. . . -- . .. ... 170 5.7 Employed............................. .. 4,359 76.1 $15,000 to S24,999. . . .. . . . .. . . .. .. .. . .. . .. .. . 317 10.6 Unemployed . . . . . . . . . . . . . . . .. . . .. .. . . .. .. 139 2.4 $2~,000 to $34,999........................... 449 15.1 Perc::ent of civilian labor force. . . . . . . . . . . . 3.1 (X) $35,000 to $49,999................. .......... 592 19.9 Armed Forces. .. . . . . . . .. .. . . .. . .. . .. . .. .... - - $50,000 to 574,999. . . . . . . . . .. . .. . .. .. . . .. . .. . 739 24.8 Nottn labor fOfOll. ....... . ......... ...... ..... 1,229 21.5 $75,000 to S99,999... ......... ............... 382 12.8 Female. 16 years and over . .. . . . . .. . . . .. 2,994 100.0 $100,000 to $149,999. . .. . .. . . . . . .. . .. .. . .. . .. 195 6.6 In labor force. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,174 72.6 $150,000 to $199,999. . .. . .. . . .. . .. . .. .. . .. . .. 10 0.3 Civilian labor force. . . . . . . . . . . . . . . . . . . . . . . . . . 2,174 72.6 $200,000 Q( more . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 0.3 Employed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,112 70.5 Median household income (dollars). . . . . . . . . . . . . 45,384 (X) OWn chlldflln under 6 years. . . . . . . . . . . . . . 998 100.0 With earnings. .. ... . . . .. . .. . .. . .. . .. . .. . .. ... 2,628 88.3 All parents in family in labor force. . . . . . . . . . . . . . 764 76.6 Mean earnings (doIlalS)' . ... .. ... .. . .. .... .. 51.461 (X) With Social Security income . .. .. . . .. .. . .. . .. . . 544 18.3 COMMUTING TO WORK Mean Social $ecunty Income (dOllalS)' ....... 10,167 (X) Workers 16 years and over .... .. . .. .. .. . 4,262 100,0 With Supplemental Security Income. . . . . . . . . . . . 86 2.9 Car, truck, or van - - drove alone. . .. .. .. . . . .. . . 3,521 82.6 Mean Supplemental Security Income Car. truck, or van - - carpOOled. . . . .. . . . . . . . . . . . 524 12.3 (dollalS)' . . . . . .. . . .. . .. . . .. .. . .. . .. .. . .. .. 7.066 (X) Public transportation (including taxicab) . . . . . . . . . 13 0.3 With public assistance income. . . . . . . -.......... 128 4.3 Walked. .. ................................... 48 1.1 Mean public auistanOll income (dollars)' 2,150 (X) Other means. .. . .. . . . .. . . . . .. . .. .. . . .. .. . .. .. 28 0.7 With retirement income ........ . . . .. . . . .. . .. . . 333 11.2 Worked at home. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 3.0 Mean retirement income (dollars)' . .. . .' ... . . . 10.537 (X) Mean travelllme to \o\IOrk (minutes)' ..' . .. ... ... 26.0 (X) Families . .. . .. . . . . . . .. .. . . . . . . . . .. . .. .. . 2,122 100.0 Employed c:lvillan population Less than $10,000. . . . . . . .. .. . .. .. . .. .. . .. .. .. 31 1.5 16 years and DV_ . . . . .. . . . .. . .. . .' . . . . 4,359 100.0 $10,000 to $14,999............... ............ 73 3.4 OCCUPATION $15,000 to $24,999............ ............... 187 8.8 Management. professional, and related $25,000 to $34,999. . . . . . . . . . . . . . . . . . . . . . . . . . . 299 14.1 occupations. .. . . . . . . . . . . . . . . . . .. . . . . . . . . . . . 1,243 28.5 $35,000 to $49,999.. .. .. . .. . .. . . . .. . .. . .. .. . . 356 16.8 Service oc.cupations . . . . . . . . . . . . . . . . . . . . . . . . . . 655 15.0 $50,000 to $74,999. .. ... . .. .. . .. . .. . .. . .. . .. . 635 29.9 Sales and office occupations. . . . . . . .. . . . . . . .. . 1.273 29.2 $75,000 10 $99,999.. . . .. . .. . .. .. . .. . .. . .. . . .. 353 16.6 Fanning, fishing, and forestry occupations. . . . . . . 17 0..4 $100,000 10 $149,999.. .. ... . . .. . .. . .. ... .. ... 168 7.9 Constnldlon, extraction, and maintenance $150,000 to $199,999. ........ .. . .. . .... ... ... 10 0.5 occupations . . . . . . . . . . . . . . . . . . . . . -.. ..... -" 446 10.2 $200,000 or more . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 0.5 Produdion. transportation, and material moving Median family incom8 (dollalS). . . . . . . . . . . . . . . . . 53,566 (X) occupations ......... . . . .. . .. . . . . . . . . . . . . . . . 725 16.6 Per capita Income (dollars)' .... .. . . .. . . m .. .. 19.229 (X) INDUSTRY Median earnings (rIo/lars): Agriculture, forestry. fishing and hunting, Male full-lime, year-round workers. .. . .. . .. ..... 41,057 (X) and mining ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 0.6 Female full-time. year.round worll.ers ........... 25,854 (X) ConstnJction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325 7.5 Manufacturing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 821 18.8 Number Percent Wholesale lrade. . . . . . . . . . . . .. .. . . .. . . .. .. . . .. 196 4.5 belOW below Reta" trade. . . . . . . .. . . . . . . . . . .. . .. ... . .. .. .. . 686 15.7 poverty poverty Transportation and warehousing, and utilities. .. . 213 4.9 Subjec:t level level Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 2.0 finanOll, insurance. real estate, and rental and POVERTY STATUS IN 1990 leasing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294 6.7 Families. .. . .. .. .. . .. . .. . .. . . . . . . . . . . . . . 89 4.2 Professional. scientific, management, admlnis. With related children under 18 years. . . . . . . . . . . . 65 4.6 tralive, and waste management :oervices . . . . . . . 319 7.3 With related children under 5 years. . . . . . . . . . . 39 6.0 Educational. health and social services . . . . . . . . . 825 18.9 Arts, entertainment, recreation, accommodation Famtlle. with female householder, no and food services. .. . . . . .. .. . . . .. .. . . . .. . .. . 344 7.9 husband prellent....................... 43 13.1 Other MrviC8$ (except public administration) . .. . 138 3.2 With related childr.., under 18 }"lilts. . . . . . . . . . . . 43 15.8 PUblic admlnistrallon. .. . . . . . . .. . . . . . . . . . . . . .. . 84 1.9 With related children under l5 years........... 17 23.6 CLASS OF WORKER Individuals. ... .. ... ... .. . .. ... ,.. ....... 367 4.6 Private wage and salary WOrk8lS. . . . . . . . . . . . . . . 3,741 85.8 18 years and over. . . . . . . . . . . . . . . . . . . . . . . . .. . . 230 4.3 G~mment workers. . . . . . . . . . . . . . . . . . . . . . . . . . 430 9.9 615 years snd over. . . . .. . .. .. . .. . .. . .. . .. .. . 45 7.4 Self-employed workers In own not incorporated Related children under 18 years............... 121 4.8 business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 3.8 Related children 5 to 17 years. .. . .. . .. .. . .. . 85 5.0 Unpaid family workers . .. . . . . . . .. . . . . . . . . . . .. . 23 0.5 Unrelated indMduals 15 year.! and over. . . . . . . .. 117 9.2 . .Representa zero or rounds In zero. (X) Not applicable. 'If the denominator of a mean value or per ceplta value i. Ie.. 1han 30, then that value III calculated using a rounded aggregate in the numerator. see texl. Source~ U.S. Bureau of the Census. Census 2000. u~s. Cen!.ul BurealJ '" 3 . . .~un 11 02 05:01p Cent~al MN Housin~ Ptnsp 320 259-9590 p.3 . Table DP-4. Profile of Selected Housing Characteristics: 2000 Geographic area: Monticello city, Minnesota [Data based on a sample. For information on c:onfrdentiality protection, sampling error, nonsampUng error, and definitions. see text) Subject Total hou.lng units. . . . . . . .. . . . . . . . . . . . UNITS IN STRUCruRE 1-unit, detached. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-unil, atlached . . . . . . . . . . . . . . ' . . . . . . . . . . . . . . . 2 lIt1its . .. . .. . .. .. . .. .. . .. .. .. . . . . .. .. . . .. .. . 3 or 4 uni18 .. . . .. . .. .. .. .. .. . .. . .. . .. . .. .. .. . 5 to 9 units. .. . . .. . .. . . .. . .. . .. . . . . .. . . . .. .. . 10 to 19 unils. . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . 20 or more units. .. . .. . .. .. . .. . .. .... .. . .. ... Mobile tIotna. .. . .. . .. . . . . . . .. . . . . . . . . . . , . ... . Boat. RV, van, etc. . . . . . . . . . . . . . . . . . . . . . . . . . . . YEAR STRUCruRE BUILT 1999 to March 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . 1995 to 1998 ... . .. .. . . . . .. .. . . .. . .. .... .. .. . 1990 to 1994 ...... ...................,...... 1980 to 1989 ................................ 1970 10 1979 . . . . .. . . . . . . .. . .. . .. . .. ... . .. .. . 1960 to 1969 .................. ............. . 1940 to 1959 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1939 or earlier. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ROOMS 1 room. . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . 2 rooms. . . . . . . . . . . . . . . . . , . . . . . . . . . . . .. . . . . . . 3 roQ(nS. . . . . . . . . . . . . . . . . . . . . . . . .. . .. .. . .. . . . 4 rooms. . . . . . . . . .. . . . . . . . . . . .. . .. . .. .. . . . . .. 5 rooms. . . . . .. .. .. . .. . .. . .. . .. . .. . .. .. . .. . .. 6 rooms. . . . . .. .. .. . .. . .. . .. . . . . .. . .. .. . .. . .. 7 rooms.. . . . .. .. .. . .. . .. . .. . .. . .. . .. .. .. .. .. 8 rooms..................................... 9 or more rooms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Median (rooms) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Oc:cupied txauaing unlt6 . .. . .. . . . .. . . .. yf!AR. HOUSEHOLDER MOVED INTO UNIT 1999 to March 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . 1995 10 1998 . . . . . . . .. . . . . . . . . . .. . . . . . . . . . . . . 1990 to 1994 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1980 to 1989 . . . . . . _ . . . . . . . . . . . . . . . . . . . . . . . . . 1970 to 1979 . . . . . . . .. . . . . . . .. . . . . . . . . . . . . . . . 1969 or earlier............ ..... .............. VEHICLES AVAILABLE None ... ... ........... ......... ... ..... ..... 1 .... . .. . .. . . .. .. . .. .. . .. .. .. .. .. . . .. .. . .. .. 2.......... ._. ..,..,.......,...... .......... 3 or more. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , HOUSE HEATING FUEL Utility gas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Somed. tank. or LP 9as . . . . . , . . . . . . . . . . . . . . . . . Electricity... .., ..... ...... ................... Fu81 oil. kerosene. etc. . . . . . . . . . . . . . . . . . . . . . . . Coal or coke.............. ....... ... ......... Wood. ,.... ...... ........................... SolClrenergy................................ . Other fu81 . . . . . .. .. . .. . .. . .. .. . .. .. . . .. .. .. .. No fuel used.................... . ... ... .. ... . SELECTED CHARACTERISTICS Lacking complete plumbing facilities. , . . . . . . . . . . Lacking complete kitchen facilitieS. . . . . . . . . . . . . . No telephone service . .. .. . . .. .. .. .. .. . .. . . .. . -Represents i!:8ro or rounds to zero. (X) Not applicable. Source: U.S. Bureau of the Census, censll& 2000. .4 Number PerOlmt 3,005 1,771 347 33 112 53 185 294 210 26 0.9 90 3.0 240 8.0 529 17.6 480 16.0 390 13.0 524 17.4 386 12.8 340 11.3 6.9 (Xl 2,927 100.0 n4 26.4 1,131 38.6 486 16.6 330 11.3 125 4.3 81 2.8 172 902 1,430 423 2,230 51 534 84 Subject 222 678 351 798 418 130 186 222 100.0 OCCUPANTS PER ROOM Oc:cupled h0l.l51ng units . . . .. . . .. .. . .. . 58.9 1.00 or less. . . . .. . .. . .. .. . .. ....... .. . .. . .. .. 11.5 1.01 to 1.50 ............................... .. 1.1 1.51 or more. .. . .. . .. .. . .. . .. .... .. .. .. . .. . . . 3.7 1.8 Spec;Ift8d owner-occupl8d un........... 6.2 VALUE 9.8 Less then $50,000. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7.0 $50,000 to $99,999........................... . $100,000 to 5149,999. . . . . . . . . .. . .. . . . . . . . . . . . $150.000 to 5199.999. . .. ... .. ... ... .. . .. .. . .. $200.000 to $299,999. . . . . .. . . .. . . . . . . . . . . . . . . 7.4 $300.000 to $499,999. . . . . . . . . . . . . . . . . . . . , . . . . 22.6 $500.000 to $999,999. .. . .. . .. .. . .. . .. .. . .. . . . 11.7 $1,000,000 or more. .. . .. .. . . . . .. .. . . .. . ... . . . 26.6 Mediiln (dollars). .. . .. .. ... ... .... .. .. .. .. . .. . 13.9 4.3 MORTGAGe STATUS AND SELECTED 6.2 MONTHLY OWNER COSTS 7.4 With a mortgage . .. .. .. .. . .. .. . .. . .. . .. .. .. .. Less than $300.......................... $300 10 $499 ... .... .. ..... .... ..... .. . . . $500 to $S99 . .. . .. . .. .. . .. ...... ... . .. . . $700 to $999 . . . . .. . .. .. . .. .. .. .. . .. . .. . . $1,000 to $1,499 .. .. . .. .. ... .. .. .. .. .... . $1,500 to $1,999......................... $2,000 or more ............... . .. . .. . . . . . Median (dollalS). .. .. . .. . .. .. .. .. . __ . .. .. . Not mortgaged. . . . . . . . .. .. .. . .. . . . . . . .. . .. .. . Median (dolfal1!l). .. . .. . . . . . . . . . .. . .. . . . . . . SELECTED MONTHLY OWNeR COSTS AS A peRCENTAGE OF HOUSEHOLD INCOME IN 1999 Less than 15.0 percent. .. . .. . . . .. . . .. . . . , . . .. . 15.0 to 19.9 percllfll . . . . . . . . . . . . . . . . . . . . . . . . . . 20.0 to 24.9 percent. . . . . . . . . . . . . . , . . . . . . . . . . . 25.0 to 29.9 percent. . . , . . . . . . . . . . . . . . . . . . . . . . 30.0 to 34.9 percent. . . . . . . , . . . . . . . . . . . . . . . . . . 35.0 perCElnt or more. . . . . . . . . . . . . . . . . . . . . . . . . Not computed. . . . . . . . . . . . . . . . . . , . . , . . . . . . . . . . Specified renter-accuplad units. . . . . . . . 5.9 GROSS RENT 30.8 leSS than $200 . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . 48.9 5200 to $299 .. . . . - . - . . . . . . . . . . . . . . . . . . . . . . . . 14.5 $300 to $499 .. .. . .. .. .. .. . .. . .. . .. . .. .. .. .. . S500 to $749 .. . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . S7SO to $999 .. .. . .. .. . .. .. .. .. .. .. . .. . .. . .. . 76.2 $1,000 to $1,499 . . . . .. . . . .. . .. . . .. .. . .. .. . . .. 1.7 $1,500 or more.... .. ........................ 18.2 No cash rent................................. 2.9 Median (dollars).............................. 8 20 . GROSS RENT AS A PERCENTAGE OF . HOUSEHOLD INCOME IN 1999 0.3 Lass thall 15.0 percent. .. . .. . .. .. . .. . . . . .. . .. . 0.7 15,0 to 19.9 percent. .. .. .. .... . .. . .. . .. ... .. . 20.0 to 24.9 percent. .. . .. . .. . .. .. . .. . .. . .. . .. 25.0 to 29.9 percenl . . . . . . . . . . . . . . . . . . . . . . . . . . - 30.0 to 34.9 percent. . . . . . . . . . . . . . . . . . . . . . . . . . . 35.0 percent or more. . . . . . . . . . . . . . . . . . . . . , . . . 2.1 Not computed............... --. --... ......... 61 Number Percent 2,927 100.0 2,822 96.4 77 2.6 28 1.0 1,810 100.0 6 0.3 262 14.5 1.026 56.7 370 20.4 121 6.7 16 0.9 - - 9 0.5 130,200 (Xl 1,560 86.2 8 0.4 65 3.6 112 6.2 437 24.1 788 43.5 116 6.4 34 1.9 1,079 (Xl 250 13.S 309 (X) 454 25.1 378 20.9 375 20.7 ZTO 14.9 116 6.4 217 12.0 - - 821 100.0 74 9.0 55 6.7 140 17.1 483 58.S 21 2,6 22 2.7 7 0.9 19 2.3 571 (X) 208 25.3 138 16.8 117 14.3 101 12.3 42 5.1 196 23.9 19 2.3 ~ ~.~'".~-"