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HRA 10/10/1996 - 6269HOUSING & REDEVELOPMENT AUTHORITY MEETING THURSDAY, OCTOBER 10, 1996 7:30 P.M. PUBLIC COPY (Please return to Community Development Dept.) HRA RESOLUTION NO. 21 - 1996 A RESOLUTION RELATING TO THE DECERTIFICATION OF A PORTION OF PARCEL 03- 30 -24 -23 -00003 WHEREAS, the Board of Commissioners (the "Board ") of the Housing and Redevelopment Authority in and for the City of Fridley, Minnesota (the "Authority ") approved and forwarded to the City Council (the "Council ") of the City of Fridley (the "City ") the establishment of Housing Replacement District No. 1 on September 14, 1995, pursuant to and in accordance with Laws of Minnesota 1995, Chapter 264, Article 5, Sections 44 through 47, inclusive, as amended, and as may be supplemented from time to time. WHEREAS, the Authority has proposed decertification of the portion of parcel 03- 30 -24 -23 -0003 located within the Housing District and described on Exhibit A attached hereto. NOW, THEREFORE, BE IT RESOLVED, by the Board of the Authority that decertification of the portion of parcel 03- 30 -24 -23 -0003, as described on Exhibit A attached hereto, be approved and forwarded to the Council of the City for review and approval. PASSED AND ADOPTED BY THE FRIDLEY HOUSING AND REDEVELOPMENT AUTHORITY OF THE CITY OF FRIDLEY THIS 10TH DAY OF OCTOBER, 1996. LAWRENCE R. COMMERS - CHAIRPERSON ATTEST: WILLIAM W. BURNS - EXECUTIVE DIRECTOR Page 2 - HRA Resolution No. 21 - 1996 Exhibit A The southeasterly 20 feet of Lots 52 and 53 and the southeasterly 15 feet of Lot 54 all in Block E, Riverview Heights, Anoka County, Minnesota. CITY OF FRIDLEY A G E N D A HOUSING i REDEVELOPMENT AUTHORITY MEETING THURSDAY, OCTOBER 10, 1996 7:30 P.M. ---------------------------------- - - - - -- LOCATION: Council Chambers, Fridley Municipal Center CALL TO ORDER ROLL CALL APPROVAL OF MINUTES: CONSENT AGENDA: September 12, 1996 Revenueand Expenses . . . . . . . . . . . . . . . . 1 - 1C Consider Approval of Agreement for . . . . . . . . . 2 - 2Q Administrative Services for HOME Program, CEE Approve Resolution to Decertify Portion. . . . . . . 3 - 3D of Property Located at 533 Janesville Street NE ACTION ITEMS: Consider Proposal for Payment of Tax . . . . . . . . 4 - 4J Increment Note; Rylund Properties INFORMATION ITEMS• Discuss Scattered -Site Acquisition . . . . . . . . . 5 Appraisal Process Fridley Executive Center Update . . . . . . . . . . 6 - 6A OTHER BUSINESS: ADJOURNMENT CITY OF FRIDLEY HOUSING 6 REDEVELOPMENT AUTHORITY MEETING SEPTEMBER 12, 1996 CALL TO ORDER: Chairperson Commers called the September 12, 1996, Housing and Redevelopment Authority meeting to order at 7:35 p.m. ROLL CALL: Members Present: Larry Commers, Virginia Schnabel, John Meyer, Duane Prairie Members Absent: Jim McFarland Others Present: William Burns, Executive Director Barbara Dacy, Community Development Director Jim Casserly, Financial Consultant Robert Van Nelson, Remodeling Counselor Craig Ellestad, Accountant Frederic Knaak, City Attorney David Wiger, 901 Rice Creek Terrace APPROVAL OF AUGUST 8 1998 HOUSING AND REDEVELOPMENT AUTHORITY MEETING• Mr. Commers stated page 15, paragraph 2, the last sentence should read, "Staff will be talking to the City Council about this on August 19." MOTION by Mr. Meyer, seconded by Mr. Prairie, to approve the August 8, 1996, Housing and Redevelopment Authority minutes as amended. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON CONNERS DECLARED THE MOTION CARRIED UNANIMOUSLY. CONSENT AGENDA: 1. REVENUE AND EXPENSES: Mr. Ellestad distributed copies of additional expenses for approval. 2. CONSIDER PROPOSALS TO ADMINISTER HOME IMPROVEMENT GRANT PROGRAM: 3. CONSIDER APPLICATION TO MHFA FOR COMMUNITY REHABILITATION FUND: HOUSING & REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 2 4. ACQUIRE 5813 - 2 1/2 STREET, 5925 MAIN STREET, AND 5857 MAIN STREET: 5. APPROVE RESOLUTION AUTHORIZING EXECUTION OF LOAN DOCUMENTS WITH THE FAMILY HOUSING FUND: Mr. Meyer stated he had questions regarding item #4 and requested this item be removed from the consent agenda. MOTION by Ms.. Schnabel, seconded by Mr. Meyer, to approve Revenue and Expenses including the additional expenses as outlined in Mr. Ellestad's memo of September 12, 1996; Consider Proposals to Administer Home Improvement Grant Program; Consider Application to MHFA for Community Rehabilitation Fund; and Approve Resolution authorizing execution of Loan Documents with the Family Housing Fund. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED UNANIMOUSLY. ACTION ITEMS• 6. CONDUCT PUBLIC HEARING TO AWARD SALE AND APPROVE RESOLUTION AUTHORIZING EXECUTION OF DEVELOPMENT AGREEMENT REGARDING 6431 JACKSON STREET N.E.: MOTION by Mr. Prairie, seconded by Ms. Schnabel, to open the public hearing. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED AND THE PUBLIC HEARING OPEN AT 7:38 P.M. Ms. Dacy stated, on July 11, 1996, the HRA authorized staff to solicit proposals for the purchase and rehab of the property at 6431 Jackson Street. At the last meeting, the HRA approved the proposal from Mr. Wiger and authorized preparation of the proposed sale and development agreement. A public hearing is required prior to conveying the property and executing the development agreement. Ms. Dacy stated the proposed development agreement states Mr. Wiger agrees to purchase the property for $40,500 via a purchase money mortgage. Mr. Wiger also agrees to complete the rehab improvements in six months or by the end of March, 1997. The details of the improvements were adopted as part of the development agreement. Staff has received a letter of credit for $48,440 to insure completion of the improvements in their entirety. A summary of the improvements is as follows: HOUSING i REDEVELOPMENT AUTHORITY MTG. , SEPTEMBER 12 1996 PAGE 3 1. Constructing a 12 foot x 12 foot addition off the rear of the home to create a four season porch. 2. Replacing all of the windows in the home. 3. Replacing the plumbing, electrical and heating systems. 4. Installing new interior trim, millwork, and doors. 5. Installing new flooring and carpeting. 6. Finishing the upper level bathroom (completely gutted at this time). 7. Re- building the front porch. 8. Re- siding and re- roofing the entire home and attached garage. 9. Landscaping the yard. Ms. Dacy stated staff recommends that the HRA conduct the public hearing, receive comments, close the public hearing, and move to approve the resolution authorizing execution of a sale and development agreement. The contractor is at the meeting if anyone has any questions. Mr. Prairie asked if this covered the items previously discussed. Ms. Dacy stated yes. Mr. Meyer stated he wanted to re- iterate his concerns with the bidding process. Ms. Schnabel stated she understood Mr. Wiger had met with some of the neighbors. She would like to hear the neighbors' reaction to the plan. Mr. Wiger stated most of the neighbors are in favor of and enthused about the plan. They want to see action. He knows some of the neighbors, and they were in favor of the work. Ms. Dacy stated Mr. Fernelius had received a phone call also in favor of the proposal. Mr. Commers stated it seemed that the decision to go forward appears to be appropriate. Mr. Wiger stated he had talked with staff and he has no additional questions. HOUSING i REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 4 MOTION by Ms. Schnabel, seconded by Mr. Prairie, to close the public hearing. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED AND THE PUBLIC HEARING CLOSED AT 7:45 P.M. MOTION by Ms. Schnabel, seconded by Mr. Prairie, to adopt a resolution awarding the sale of the property, and authorize execution of a development agreement. UPON A VOICE VOTE, WITH MS. SCHNABEL, MR. COMMERS AND MR. PRAIRIE VOTING AYE, AND MR. MEYER VOTING NAY, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED BY A MAJORITY VOTE. 7. CONSIDER RESOLUTION AUTHORIZING THE ISSUANCE AND PROVIDING FOR THE REPAYMENT OF A GENERAL OBLIGATION TAX INCREMENT NOTE: Ms. Dacy stated, on July 11, the HRA authorized a resolution for the levy and initiated the revolving loan program. That request was sent to the City Council to issue the loan. During the August meeting, the City Council agreed to the levy and made the corresponding action to issue the loan. While we did not discuss a note per se, it is the means to implement the revolving loan program and repay the City. Mr. Casserly stated this is the $1.5 million loan that the City Council agreed to that would provide some assistance. That originally started with the discussion on the Southwest Quadrant. In further discussion, it seemed to make more sense to tie it in with the housing plan and with the adoption of a levy which would be available as a source of repayment. Mr. Commers stated his only concern is the extent that this is another obligation on all of the tax increment districts. The question is what kind of restriction this puts on the HRA in terms of doing anything within the existing districts. Mr. Casserly stated what we want to do is pledge all available increment for eligible expenses. Repayment of this debt would be an eligible expense. The levy can be used for more activities. Mr. Commers stated, since the HRA now is going to have increment pledged to this, will that interfere with the HRA's ability to use that for other things. Mr. Casserly stated this will not interfere if there are revenues available. What we are pledging in this resolution is increment, assets or anything the HRA has available for repayment. HOUSING i REDEVELOPMENT AUTHORITY MTG. , SEPTEMBER 12t 1996 PAGE 5 Mr. Commers stated this is then not a priority pledge. This would not come before other activities or uses that the HRA would want to make of the tax increment money. Mr. Casserly state no. All the HRA is pledging is that there will be enough at the time that you make the payments. This is a general obligation of the HRA. All assets available can be used to repay this obligation. One of the concerns we have is that we have identified adequate eligible expenses. That has not been a problem in recent years. You are going to have revenues coming in in the future which will be available to pay this note. Mr. Prairie asked if this uses up any part of the purse that the HRA has. Mr. Casserly stated no. The other side of this is that the HRA has authorized a levy which the City Council has consented to which will bring in about $168,000 per year. The annual payments on the note are about $142,000. Mr. Commers stated the levy is not dedicated to this. When you call this a general obligation tax increment note, it seems to mean the HRA has some kind of blanket liability for all of the pool of funds. Section 6 says that, in the event there is not sufficient tax increment, the finance officer will pay such principal or interest from the general fund. What does that mean? Mr. Casserly stated the HRA has a general fund where all the revenues are and which is invested. The HRA issues two kinds of debt. One is revenue obligations which is secured by tax increments from projects. When the City Council sells bonds in the HRA's behalf, such as for Lake Pointe, the HRA pledges tax increment. The City Council is the only one that can provide the general obligation levy for the property in the City. Another obligation is a general obligation of the HRA. When the HRA issues their own general obligation, you cannot pledge property taxes, but you can pledge all of the other assets. That is what this is saying. Mr. Commers asked what other notes such as this does the HRA have outstanding. Mr. Casserly stated the HRA has one note outstanding that was issued about 10 years ago. This helped finance the improvements in the City Center. The only revenue obligation or general obligation of the HRA was refinanced in 1984 which was a general obligation bond which was converted into a revenue bond. That is an obligation of the HRA only. The HRA has done this type of thing before. This is worded very carefully because, if we have HOUSING is REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 6 the ability, we will always use tax increment first because those are the funds that have the most restrictions. Any other assets available will not have the restrictions that tax increment has. Ms. Schnabel asked the status of the other $4 million bond. Mr. Ellestad stated the tax increment refunding bond from 1985 has a balance of approximately $1.2 million. That bond issue was an advance of the refunding of three other issues. It is a tax increment revenue refunding bond. Ms. Schnabel asked if there was another bond from 1990 that was also out. Mr. Casserly stated that was the 1985 bond that was refunded in 1990 which is structured to be paid off in the next decade. In addition to the Lake Pointe bond, the HRA has approximately $11 million out. Mr. Commers asked, when the HRA did the refunding, the underlying bond stayed in place and the refunding is just that the bond is pledged against the underling bond. Is that correct? Mr. Casserly stated those early general obligation bonds were refunded by the revenue bond in 1984 or 1985. Mr. Commers stated, technically, this is the only one we have. Mr. Casserly stated it is a little bit of nomenclature. When you say you are issuing a revenue bond of the HRA, the actual pledge agreement is essentially what this is. Ms. Schnabel stated Section 5.2, the dollar amount should read $1,500,000. Mr. Casserly stated this was an error which will be corrected. MOTION by Ms. Schnabel, seconded by Mr. Prairie, to approve a Resolution Authorizing the Issuance and Providing for the Repayment of a General Obligation Tax Increment Note, Series 1997, in the Principal Amount of $1,500,000. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED UNANIMOUSLY. 8. CONSIDER APPEAL OF COMMISSIONER'S DETERMINATION REGARDING CHERRYWOOD APARTMENTS: Mr. Knaak stated he had sent a letter to Mr. Burns summarizing the history of the proceedings and the result of commissioners HOUSING & REDEVELOPMENT AUTHORITY MTG. , SEPTEMBER 12 1996 PAGE 7 report, a copy of which was provided with the agenda. This has to do with the Southwest Quadrant and a portion of the condemned property, specifically the Cherrywood Apartments. This case was unusual for the length of time it took to complete. The commissioners decision was $1,557,814 which is approximately $374,000 higher than estimates projected. It is also $317,000 less than the value advanced by the owners appraisers at the time of the hearing. It appears that the commissioners took the two positions and went down the middle. The report has now been filed and was filed on September 3, which gives the parties 40 days in which to appeal. Mr. Knaak stated the review with the appraisers for the City as well as his discussions with the commissioners leads him to believe that the City's prospects are reasonably good. There are no assurances. There is a substantial difference between the amount advanced by the City and the value as determined by the commissioners. When appealing, you are getting a trial for the purpose of determining the valuation of what was taken. In this instance, he believes, the analysis done on behalf of the City was thorough and would serve as a very good basis to make a case to a jury for a lesser determination than that decided on by the commissioners. Mr. Knaak stated there are drawbacks. It is not just that you will end up with a lower award. The jury can consider testimony but also the testimony of the owners. It is possible that the award that a jury would make could also be higher. As a practical matter, that does not tend to happen. Usually, the greatest concern he has is that it would be more along the line with the commissioners determination. If that adheres, the jury may make an independent determination. There might be some possibility that the commissioners would be effective in their testimony. The commissioners had gone through the trouble of visiting comparable sites and asking the managers on site about rents received at the time. Those commissioners that Mr. Knaak spoke with stated they had done a thorough job in making an analysis and studying the market, and in making their own independent determination. Mr. Knaak stated there are some risks. If you proceed to appeal and if the jury hearing the testimony would be persuaded by the testimony of the three commissioners that the value was $1.5+ million, he would suggest that the other commissioners he spoke with felt the testimony by the owner was not particularly credible. It was their opinion that the owner would take the award that we had offered. Given that fact, he would suspect the owner would be offering additional testimony of the commissioners with the objective of sustaining the commissioners determination. It comes down to the testimony of the commissioners, the HOUSING 6 REDEVELOPMENT AIITHORITY MTG., SEPTEMBER 12, 1996 PAGE 8 estimates by the owner as to the original valuation, estimates of condemnation blight and the arguments that the amount should be higher which might have an effect on a jury as opposed to the City's testimony, which he believes is substantial. He thought the appraiser for the City did an exhaustive job. Mr. Knaak stated, while he did not want to scare the HRA off, he believes the City's case is a strong one. He wants the HRA to be aware of the fact that there is also a chance that the City, if they appeal, will not prevail. He would suspect, however, that after a trial the figure would be less. Mr. Commers stated, based on the 10.5 capitalization rate, are you able to determine from the award what would have been the income they were capitalizing. Mr. Knaak stated he has asked Mr. Bjorklund to make that calculation. He has not yet received that information. Mr. Commers asked how many units were there. Mr. Knaak stated there were 53 units. Mr. Commers asked what that comes out to be per unit. Is there anything else in the $1.5 million award in the value such as fixtures? Mr. Knaak stated he believed nothing else was included in the award. Ms. Dacy stated the value per unit comes out to be $29,392. Mr. Commers asked what the figure is if they take the award times the capitalization rate of 10.5. Mr. Casserly stated the amount if $163,566. Mr. Prairie stated they are talking about $6,000 to $8,000. They could end up with a number that is $1.4 million, $1,3 million, etc. Mr. Knaak stated theoretically that is correct. He did not think they would see anything higher than their appraisal. The down side could be a loss of up to $323,000. The positive side is that they could also gain $370,000 or more. Mr. Knaak stated, given what Mr. Hennessey indicated as the City's other consultant and what he heard from two of the commissioners, he would not be surprised to see the cap rate somewhat lower than what the City's position was. He would HOUSING is REDEVELOPMENT AUTHORITY NTG. SEPTEMBER 12 1996 PAGE 9 anticipate that most of the focus of a trial would be what were comparable units. He visited some of the sites and rejected them. He believed the comparables provided by the City were ones for which they had different figures as to the income. The City's analysis was based on independent studies and the market studies in the area at that time. He would suspect, if this is the case and even if the cap rate was adjusted somewhat, the City's case would be very strong. Mr. Commers stated he believed that $29,000 figure is a high number for those units, and he could not believe the income would justify the award. Mr. Prairie asked if the commissioners had those figures. Mr. Commers stated Mr. Knaak is saying the commissioners did not give him an exact idea of what they used for an income figure for those units. That is what they capitalized. That is a very crucial number. That might be the place where there would be the potential for change. Ms. Schnabel asked if they see or subpoena the books of the owners for the income figures. Mr. Knaak stated the owners figures were provided. Mr. Commers stated they try to find comparable buildings and use that for a fair market value. Ms. Schnabel asked if the value was based on the income or the fair market value. Mr. Knaak stated the value is based on the income. The City's appraisal used the approach where a different method was weighted and utilized. The commissioners decided to use the income approach exclusively because this kind of property is purchased for a gain. That resulted in this type of property having a somewhat higher figures. When a commissioner was asked about how they arrived at the figure, they mentioned that to arrive at this kind of number they would have taken an income analysis per unit which was much higher than the City in their comparable study. Mr. Commers asked if Mr. Knaak believed the units would average approximately $500 per month. Mr. Knaak stated he believed the units would rent for the mid - $5001s. The owners were saying the rents were $585 to $595 which is what they would have received if they had been able to complete their improvement plan. HOUSING i REDEVELOPMENT AUTHORITY MTG -, SEPTEMBER 12, 1996 PAGE 10 Mr. Knaak stated he would anticipate the commissioners would defend their position by saying they went to comparables of their choosing, talked to the managers at those places, and received figures on rents based on what was posted at the time. For the purposes of this analysis, the numbers are not higher but similar. Mr. Prairie stated, if the commissioners did split the difference, you would then need to have compelling information to get them to move. Mr. Knaak stated he thought the commissioners had made their decision and were prepared to be asked to testify. The position taken so far was that this was cautious and defensible. Ms. Schnabel stated, when talking before about the cost to the HRA to appeal, there would be the legal fees and the witness fees. Are there any other costs? Mr. Prairie thought the associated costs could be $15,000 to $20,000. Mr. Knaak stated he thought that would be realistic. It could be less. Mr. Meyer asked, if we assume the commissioners did split the difference and also assume the same case goes to a jury who knows less about this than the commissioners, what makes us think they will give us any different judgment. Mr. Knaak stated one cannot predict what will happen. If we got that kind of admission from the commissioners, it would be good for us. He thought the City's facts were very strong because of the analysis done by Bjorklund and Associates. If this is presented as apples versus apples, a layperson can understand a like comparison. That is a good argument to be making. The problem he has is that more we peel information from the commissioners, the more they are able to defend an independent analysis and what they concluded. Mr. Commers stated it seems that the risk is that it is going to be harder for them to exceed the commissioners decision than it is for us to try to get it lower. It could end up to be the same. We would spend money to find out it is the same. Mr. Prairie stated, if we could present the best case of ours and they present the best case of theirs, then you are back to the middle. HOUSING i REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 12 Mr. Commers stated he would expect the HRA would save more than the cost. A lot depends on what the commissioners used to arrive at income. We do not know, but we will find out. From a legal point of view, he thought the other commissioners should decide what is in the best interest of the City. Mr. Meyer stated, in hearing this testimony, he didn't think he as a layman would change the award too much and he would be inclined to split the difference. Perhaps at the end of the trial, they may have saved $50,000. It would be nice to have a guarantee, but we do not have that. Mr. Prairie asked, for the benefit of history, what happened to Dairy Queen. Ms. Dacy stated the commissioners came down to $167,000. The other side appealed. The City ended up with about $200,000. That was concluded through negotiations. Mr. Casserly asked if Mr. Knaak recalled the capitalization rate used by the City. Mr. Knaak stated the rate was 11.5. Mr. Casserly stated he reviews projects such as this periodically. A 10.5 cap rate on the project seems low. The cap rate is a function of what kind of risk people feel is in a project. The higher the cap rate, the greater the risk. The higher the cap rate, the lower the value. As an example, if you divide $100,000 by 10.5 you get a different number than if you divide that amount by 11.5. The a cap rate of 10.5 and given the age, the history, the repairs, etc., these are the kinds of elements that go into determining the cap rate. He does not know how the 10.5 figure was arrived at. If he were reviewing this, he would be looking for 11.5 or 12. Just an adjustment in that number moves the figure by $50,000 for every 1/2 percent. You could have a reasonable argument over the cap rate. That is a judgment call. Rents can be verified but the cap rate represents the risk you want to take. If you can bring a different viewpoint to that issue, it may well be worth the investment to do that. This is a valid issue. Ms. Schnabel stated it seems that the cost to appeal as a percentage of the total is about 1 %. It is not all that much to invest in taking the chance that we may come out better than where we are now. It can go both ways. From what she is hearing, there is a likelihood it could go in our favor. She is feeling at a crossroad. She could go in either direction. HOUSING is REDEVELOPMENT AUTHORITY MTG. , SEPTEMBER 12 1996 PAGE 13 Mr. Meyer stated, let's say the commissioners are knowledgeable, did their job as best they saw it, and came up with what they did. This now comes before a jury where some of this terminology and concepts are foreign territory. Why would a jury come up with a different view than that of the commissioners? Mr. Knaak stated the jury would be the one making the decision. It would be the City's responsibility to persuade the jury that the analysis the City has done is the right way. The Commissioners perhaps did not pay attention to certain factors. It is a tougher argument to make and it depends on your analysis and the strength of the position. If the City's original analysis is correct, is it good enough to be put in such a position so an unbiased fact finder would agree? Mr. Commers stated that is why the worst you will have is the same number. The commissioners are guarded and defensive about what they use for comparables. There is the chance that the commissioners were not thorough in their appraisal. Mr. Meyer asked how the facts as presented to the commissioners differ from the facts given to a jury. Mr. Knaak stated a jury is presumably operating under the same set of facts. The juries are held to the evidence presented to them. The commissioners go out and find out on their own. We cannot control that. If they are not accurate, they can skew a decision. A commissioner also has more expertise. We would have to basically lay out all the information point by point and educate the jury. That can make it almost easier. Mr. Burns stated he thought from the discussions the one thing that did not come out in the commissioners report was taking apart the other parties appraisal. We were not given the opportunity to attack their appraisal. Mr. Knaak stated, on the assumption they would offer us that appraisal, he would say yes. We were able to make this argument in the brief. We were not given an opportunity to cross examine. The benefit of a jury is, if you effectively contradict the key witness during cross examination, that can convince the jurors that the party is not providing reliable information. MOTION by Mr. Meyer, seconded by Ms. Schnabel, to authorize the HRA Attorney to proceed with the appeal of the Commissioners determination. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED UNANIMOUSLY. HOUSING is REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE _14 Mr. Knaak stated he would keep the HRA informed. 9. ACQUIRE 5813 - 2 1/2 STREET 5925 MAIN STREET AND 5857 MAIN STREET: Ms. Dacy stated these three acquisitions are part of the program. All of the letters sent out in the last three to four months have been in the Hyde Park area. There is more older housing in that area. Of the ten letters sent out, staff received interest from five and three of those five have agreed to acquisition. Two of the three properties are buildable lots. Mr. Commers asked what would happen to the lot which is not a buildable lot. Ms. Dacy stated, as you drive down that street, the lots are very small with small homes. The HRA would have to retain ownership of this lot until we can put it together with another lot to make one buildable parcel. Until we can get adjacent lots put together, we will have to continue to own the property. Mr. Commers asked what was built to either side of 5813 - 2 1/2 Street. Ms. Dacy stated those lots contain structures that are very similar in size. Ms. Schnabel asked the width of the lot. Ms. Dacy stated the lots are usually 40 feet wide. The City requires 75 feet for a new home. On Hugo Street, two or three lots were put together there to get a buildable lot. On this particular block, there are a number of small lots in a row. When staff conducted focus groups, the comment was made that the HRA should take a look at this block. Mr. Commers asked if this was the block being considered for the potential multiple family structures. He thought the neighborhood objected to that. Ms. Dacy stated the multiple family proposal taken to the neighborhood was for the Frank's Used Cars site. Staff did not discuss any additional multiple family housing at this time. Mr. Meyer stated his main concern is the price. In looking at the prices and reading the descriptions, he is appalled by the price proposed to purchase property of this size and in this condition. He did not know from where the figures come. One property is very small and has only one bedroom in the basement HOUSING 6 REDEVELOPMENT AUTHORITY-MTG., SEPTEMBER 12 1996 __PAGE 15 which may be illegal, and we are talking about paying $56,500. He thought this was excessive. Mr. Prairie asked if there were examples of what other similar properties have sold for. Ms. Dacy stated all acquisitions for the same area with buildings of similar square footage have been from $40,000 to $55,000, and the process has not changed. Mr. Prairie asked how this compared top private purchases. Ms. Dacy stated for every acquisition an appraisal is done. The appraiser does comparables. Staff's direction has historically been to negotiate within 10% above or below, and staff has not strayed from that. About half of the price is the land itself. Comparable properties are listed on the appraisal. She reviewed the figures for a number of properties. Mr. Prairie asked if the owners were elderly. Ms. Dacy stated it is a mixture, and all are owners of the properties. 5925 Main Street is the highest price but the other two are very similar to all our other acquisitions. 5925 Main Street is also a buildable site. Mr. Meyer stated the City assessor is to take comparable actual sales and judge on that basis. He has not heard that we are dealing with actual sales. Ms. Dacy stated she would speak with the appraiser if the HRA so wished. Information regarding the assessed value was included in the agenda packet. Mr. Meyer asked why they did not come into a house such as this and condemn the property. Mr. Casserly stated condemnation would result in $10,000 to $15,000 in relocation expenses along with other activities that will enter into it. If you can negotiate a purchase, you are farther ahead than going through any kind of condemnation. Mr. Meyer asked if they could deny the owner access to a bedroom in the basement. Ms. Dacy stated the City does not have a housing maintenance code for single family homes. We do have statutes on hazardous buildings. While this is not appealing, it is not bad enough to qualify under the hazardous building statute. HOUSING i REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 16 Mr. Commers stated the worst they could do is tag them and not let the owner use the basement as a bedroom. Ms. Dacy stated the program is voluntary and the owner allows the appraiser to walk through the home. The City cannot go into a single family home unless we receive a complaint. Mr. Prairie asked if the home owners had seen the numbers. Ms. Dacy stated they have not. We try to make an offer of 10% below and negotiate from there. Mr. Meyer stated, if we get the house and eventually make it an 80 -foot lot but on either side are more similar small houses, what type of house would be built in this kind of area. Ms. Dacy stated the Remodelling Counselor came up with a list of homes that were in the worst condition. The others are better. These lots would be added to the scattered site inventory and do as we have done already. As part of the scattered site program, we now have three newer homes in similar situations. It is a systematic way to try to get rid of a bad house and put in a new house, and a way of getting others to improve their property. Ms. Dacy stated this is an expensive program. These lots would be put in a tax increment financing area and produce enough income to cover about one -third of the costs. Some costs are also covered through the sale of the lot. Mr. Meyer stated he is concerned that others will wait and end up taking advantage of the HRA. Ms. Dacy stated this is a valid point, but the law says for every HRA acquisition, staff must prove the homes meet the statutory definition of blight. These properties meet the definition. If some wants to take advantage of the program, they must meet the requirements. We are within the guidelines on these sites and within the budget. Mr. Meyer stated, when he recently added to his home, the inspector required them to add smoke detectors for each of their bedrooms. This has nothing to do with the addition to the home. Those are the powers that the City has to do various things. When an assessor goes into a house, can he /she report conditions such as these? Mr. Commers stated the City is now working on an ordinance that would allow staff to do that. HOUSING & REDEVELOPMENT AIITHORITY MTG. SEPTEMBER 12 1996 PAGE 17 Ms. Dacy stated there is the home inspection. When applying for a building permit, the inspector can then go in and enforce the Uniform Building Code. Another issue is having the assessor enter a property and see items that may not meet code. Does the assessor have cause to contact the building inspector and state he saw deficiencies at a particular property? We are trying to evaluate that via two ordinances. Mr. Meyer stated he felt these are outrageous prices for property in this condition. He is appalled by what they are paying to get rid of blight. Is there no other way to challenge or renegotiate these prices? Ms. Dacy stated she thought the assessed value was very close. She did not know individual mortgage situations. The owners may not be making money from the acquisition. Staff have negotiated within the HRA guidelines. The only other option is not to pursue the acquisition. Mr. Meyer stated another choice is to try for condemnation. Mr. Burns stated a condemnation must also rely on the appraisal. Ms. Schnabel stated the property at 6431 Jackson was purchased for $40,500 from HUD. These are considerably higher and not on a buildable lot. That house was also larger. While the circumstances are different, it does not seem consistent. Mr. Burns stated homes from HUD are below market value. Mr. Commers stated it is difficult and he was not sure it was worth getting down to value. Perhaps the appraiser could come and explain how he evaluates property to determine the value. We can then ask him specific questions as well. He was not sure they can buy a house for less than $50,000 anywhere. Mr. Meyer stated he would welcome the opportunity to have the appraiser talk with them. He thought they should put a hold on purchasing these three properties until they can talk with the appraiser. We would continue to set a precedent of paying good prices for property that is in poor condition. Ms. Dacy stated the status of these properties are not eligible for the hazardous building statute. There are people who would say this is legitimate affordable housing. These properties do hold some value. If the issue is how we get to that value, it may be time well spent with the appraiser. If condemning, we would use the hazardous building statute. We are doing that for a duplex in the Hyde Park area. HOUSING i REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 18 Mr. Commers stated, since they have done the work, he would like to go forward on these three properties but talk to the appraiser before they continued. We have not spent a lot. They spent $147,000 on the first three. These will be under budget. They will be getting $20,000 to $25,000 back from the sale of the lot for each property. He thought it was important to know the criteria. It seems that it would be a reasonable approach. They have talked about these things in the past and have authorized acquisitions last year. Mr. Meyer stated he would agree. Perhaps they could use these properties as an example. He has no objection to going ahead with these properties. He would however like to know more about it. Mr. Commers asked staff if this could be part of the agenda for the next meeting. Ms. Dacy stated she would work to do that. Mr. Meyer asked if there was little difference between the assessed value and the appraised value. Ms. Dacy stated they are very close. The assessed value is within 95% of the market value. MOTION by Ms. Schnabel, seconded by Mr. Prairie, to authorize the Chair and Executive Director to enter into purchase agreements for 5813 - 2 1/2 Street, 5925 Main Street and 5857 Main Street. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED UNANIMOUSLY. INFORMATION ITEMS• 10. MONTHLY HOUSING REPORT: Mr. Commers stated the Monthly Housing Report was provided for their information. Mr. Prairie stated he found the information on the type of repair very interesting. He thought it would be interesting to have the dollar amounts as well. Mr. Commers stated the average cost for the repair may be good information in terms of the appropriateness of the program. HOUSING is REDEVELOPMENT AUTHORITY MTG. I SEPTEMBER 12 1996 PAGE 19 11. CONSIDER REQUEST FOR STREET LIGHTS ALONG OSBORNE ROAD: Ms. Dacy stated Mr. Schroer and Mr. Fitch are requesting that the HRA install double ball light standards at the Osborne Road and University Avenue intersection. The maintenance on these standards is very low. Other than bulb replacement, the actual electricity for the string along Mississippi Street is less than $1,000 per year for 20 standards. The replacement of the standards, however, is rather expensive. Mr. Commers asked what the costs were on Rice Creek. Ms. Dacy stated she thought the costs were the same. The major cost issue is installation because the standards are $3,000 to $4,000 each. If you have lights on both sides of the street, it will be more expensive. If you were to put lights from the railroad tracks near East River Road and proceed along Osborne to University Avenue or go up the service road to Kennedy Transmission with lights on one side of the road, about 16 standards would be required for a cost of $48,000 to $64,000. Ms. Dacy stated she talked with Mr. Schroer. He wanted the HRA to initiate the cost and the expenses. Ms. Dacy told him there are other items of priority. She asked if the property owners would be willing to be assessed for the project costs. Mr. Schroer stated he would talk to them. He asked if there was a possibility of cost sharing. Mr. Prairie asked what was done along Moore Lake Drive. Ms. Dacy stated the costs there were assessed. Along Mississippi, the HRA helped with the purchase of the standards. Mr. Prairie suggested lighting along Osborne from University to Main Street. That would reduced the cost to about $20,000. Mr. Meyer thought going around Bob's Produce and perhaps around the corner would make more sense than going toward East River Road. What is there that they would want to draw attention to? Ms. Schnabel stated they are getting a bunch of lights here and a bunch of lights there. She did not know the purpose that would serve. Mr. Commers stated they would address it as it comes to the them. Mr. Prairie asked if there was a possibility of cost sharing. Ms. Dacy stated she would talk to the owners and see what they can come up with. HOUSING i REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 20 Mr. Burns asked about the other side of the street. He thought they should be prepared to do this on both sides of the street. 12. REVIEW PROPOSED FAIR HOUSING ORDINANCE: Mr. Commers asked if most communities have an ordinance like this. Ms. Dacy stated it is typical for central cities such as Minneapolis and St. Paul to have an ordinance like this. She did not know if suburbs have such ordinances. The City of Minneapolis has an ordinance such as this and has staff available to enforce the ordinance. Mr. Commers stated it incorporates into the local laws that there can be no discrimination with respect to rental housing practices. Ms. Dacy stated there is a list of real estate including selling and renting. 13. RAO EASEMENT Mr. Commers stated there are additional expenses to acquire the permanent easement along the RAO property for purposes of installing a sidewalk along Mississippi Street. The County wants the HRA to acquire the easement at a cost of approximately $2,500. Ms. Dacy stated this is for the extension of the sidewalk from University to the River Road. The Mississippi Street pavement was widened and pushed the pavement into the RAO site. The additional easement is needed for the sidewalk to be replaced as a result of the widening. Mr. Commers asked why the County did not acquire the easement. Ms. Dacy stated the County process is longer. They requested the HRA do this so they can continue working on the project and so the work can be completed. If the County paid the costs, it would still be applied to the cost of the project. It is just a timing issue. Mr. Commers asked if the County assessed that cost. Ms. Dacy stated it is essentially a municipal project. The County did agree to put in more funds as did the Holly Center. Mr. Commers asked if the land owner had agreed to $2,500. HOUSING is REDEVELOPMENT AUTHORITY MTG., SEPTEMBER 12, 1996 PAGE 21 Ms. Dacy stated that is the maximum. We have put forth an offer that is half that. The owner has not agreed to the amount offered, so we are negotiating. MOTION by Mr. Prairie, seconded by Mr. Meyer, to authorize staff to acquire a permanent easement from RAO Manufacturing and authorize a check to RAO Manufacturing for easement acquisition for not more than $2,500. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON COMMERS DECLARED THE MOTION CARRIED UNANIMOUSLY. 14. ACQUISITION REQUEST FOR 19 - 77TH AVENUE N E : Mr. Commers stated members received in their agenda packet a letter from Mr. Burns to Mr. Krall regarding acquisition of this property and his statement that we are not interested in the property at this time. 15. OCTOBER MEETING WITH CITY COUNCIL: Mr. Commers stated, while the HRA is receptive to a meeting with the City Council, he was not sure that this should be scheduled at this time. Perhaps they should wait until after the election because there may be different people on the Council at that time. He would suggest a joint meeting be scheduled after the election and to also allow an opportunity for those who are new to get to know what is transpiring. Ms. Dacy stated she would reschedule this meeting at a later date. ADJOURNMENT: MOTION by Ms. Schnabel, seconded by Mr. Prairie, to adjourn the meeting. UPON A VOICE VOTE, ALL VOTING AYE, CHAIRPERSON CONNERS DECLARED THE MOTION CARRIED AND THE SEPTEMBER 12, 1996, HOUSING AND REDEVELOPMENT AUTHORITY MEETING ADJOURNED AT 10:10 P.M. Respectfully submitted, Lavonn Cooper r Recording Secretary S I G N- I N S H E E T HOUSING AND REDEVELOPMENT AIITHORITY MEETING, September 12, 1996 Name { Address /Business TO: FRIDLEY H.R.A FROM: CITY OF FRIDLEY RE: BILLING FOR ADMINISTRATIVE AND OPERATING EXPENSES SEPTEMBER 1996 SEPTEMBER 1996::: ADMINISTRATIVE BILLING: ADMINISTRATIVE PERSONAL SERVICES ADMINISTRATIVE OVERHEAD COMPUTER OVERHEAD (For Micro 8 Mini computers) TOTAL ADMINISTRATIVE BILLING: OPERATING EXPENSES: HOLIDAY — HYDE PARK PICNIC US WEST — PHONE SERVICE BENEFITS EXPENSES: CITY OF FRIDLEY — HEALTH INS CITY OF FRIDLEY — DENTAL INS CITY OF FRIDLEY — LIFE INS Account #'s for HRA's Use Account #'s for CR City's Use Code 19,800.75 101 - 0000 -341 -1200 H1 275.85 101 - 0000 - 336 -3000 HA 200.25 101 - 0000 - 336 -3000 HA 460- 0000 -430 -4107 20.276.85 .I off• .� 1.1Ce I c TOTAL OPERATING EXPENSES: 262 -0000- 219 -1001 262 -0000- 219 -1100 262 -0000 -219 -1200 TOTAL BENEFITS EXPENSES 254.21 236- 0000 - 336 -3000 HA 14.35 236 - 0000 - 336 -3000 HA 268.56 353.45 236 -0000- 219 -1001 11 42.09 236 -0000- 219 -1100 12 10.50 236 -0000- 219 -1200 13 406.04 TOTAL EXPENDITURES — SEPTEMBER 1996 $2Q951 45? 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O•PPPPPPP W E Y I U r 1 <a_j a. a Q e a f.7p I U I 00000000 0000 wow- I \\\\\\\\\\\\\ ocneoc I 0000000000000 G. d 1C DATE: October 4, 1996 MEMORANDUM HOUSING AND REDEVELOPMENT AUTHORITY TO: William Bums, Executive Director of HRA 4VIJ1111*, FROM: Barbara Dacy, Community Development Director Grant Femelius, Housing Coordinator SUBJECT: Consider Agreement with Center for Energy Environment (CEE) to Administer Home Improvement Grant Program This item was previously discussed at the September 12, 1996 meeting. This agreement covers the Home Improvement Grant Program, specifically the portion of the program using Anoka County HOME funds. In previous years, the HRA executed similar agreements with Anoka County CAP ( ACCAP). As outlined in the September 6, 1996 memo, the switch from ACCAP to CEE will not only consolidate administration under one roof, but will also result in a significant cost savings to the HRA. Customers will also be better served in that they can work with one agency from the start and receive quicker service. The agreements has the following provisions: Term runs from October 15, 1996 to December 31, 1997. 2. CEE will administer all facets of the program, including application in -take, file processing, inspections, work write -ups, assisting homeowners in collecting and evaluating bids, monitoring the rehabilitation work, conducting interim and final inspections and issuing payment to the contractors. 3. The budget for the program is $75,000 of which $60,000 will come from the Anoka County HOME program. The HRA will provide a 25% match equal to $15,000. Up to 5% of the total budget or $3,750 can used for administration. 2 Memo Regarding CEE Agreement October 4, 1996 Page 3 4. CEE will be paid $875.00 for each grant issued. A copy of the administrative services agreement with CEE is attached. The City Council will consider a separate agreement for the CDBG portion at their October 14, 1996 meeting. Recommendation Staff recommends that HRA approve an agreement with the Center for Energy Environment (CEE) to administer the Home Improvement Grant Program. GF/ M -96 -461 2A AGREEMENT FOR ADMINISTRATIVE SERVICES between CENTER FOR ENERGY AND ENVIRONMENT, INC. and HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF FRIDLEY (1996 HOME Program) THIS AGREEMENT, made this day of 1996, the date of the signatures of the parties herein notwithstanding, by and between the Housing and Redevelopment Authority in and for the City of Fridley, a body corporate and politic existing under the laws of the State of Minnesota (the "Authority "), and the Center for Energy and Environment, Incorporated, a 501(c)(3) non - profit corporation, with its offices at Butler Square Building, 100 North 6th Street, Suite 412 A, Minneapolis, Minnesota 55403 -1520 (the "Contractor"). WITNESSETH THAT: WHEREAS, The HOME Investments Partnership Act (the "HOME Program ") provides assistance to state and local governments to strengthen public - private partnerships to provide more affordable housing; and WHEREAS, the Authority has submitted an application to Anoka County for HOME Program funds; and WHEREAS, said application has received approval by Anoka County and the United States Department of Housing and Urban Development for the expenditure of funds, in part, to deliver the Fridley Home Improvement Grant Program (the "Program "); and WHEREAS, the Contractor has agreed to administer said Program for the Authority, which proposal has been accepted by the Authority. NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows: 1. TERM The project to be accomplished by the Contractor hereunder shall run from October 15, 1996 to December 31, 1997 unless earlier terminated as provided herein, or until all obligations set forth in this Agreement have been satisfactorily fulfilled, whichever occurs first. 1 AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 2. SERVICES TO BE PROVIDED A. The Contractor shall provide the following services to administer the Program: (1) Coordinate marketing efforts with the Authority and answer questions from interested parties concerning the Program. In addition, the Contractor shall maintain up -to -date application materials including, but not limited to, application forms, program brochures and related literature. (2) Receive applications from interested parties and determine eligibility status with regard to household income, amount of assets, ownership status, type of property and other criteria as specified by the Authority. (3) Notify applicants in writing within 10 business days of receipt of application as to their eligibility status. If an application is incomplete, the Contractor shall notify the applicant within the 10 day period to request additional information. (Applicants which qualify for the Program are defined as "Program Recipients ".) (4) Verify property title records to determine whether applicant has good title to the property; confirm in writing that the applicant is current on property taxes and mortgage payments and that there are no unsatisfied judgements or liens. In addition, Contractor shall prepare the necessary Repayment Agreement to be signed and recorded prior to the start of the rehabilitation work. (5) Within 30 business days of receipt of application, the Contractor shall schedule and conduct an inspection of the applicant's property. Said inspection shall be conducted by qualified personnel of the Contractor who are trained and experienced in housing rehabilitation. Said inspection shall be used as the basis of preparing a scope of work and related project specifications. The Contractor and Authority will meet to review minimum rehabilitation standards, eligible improvements, minimum product quality, work write -up format, and bidding procedures. Said 2C AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2-96 scope of work shall be completed and returned to the Program Recipient within 60 days of receipt of application. (6) Contractor shall provide guidance to the Program Recipients on obtaining and evaluating estimates. Program Recipients shall have 30 days to obtain estimates. (7) Meet with Program Recipients to review estimates and assist them in selecting a remodeling contractor per the Program requirements. (8) Contractor shall submit complete file with all original documents to the Authority for review and approval. Upon Authority approval, the Contractor shall schedule and conduct a pre - construction conference with the Program Recipients and the remodeling contractor prior to commencement of the work. Contractor shall review the responsibilities of each party, procedures for payment and any other pertinent details. Finally, both parties shall execute a contract to secure performance of the project and Contractor shall issue a Proceed to Work Order. (9) Contractor shall insure that the successful remodeling contractor complies with the applicable HUD and County regulations. In addition, Contractor shall monitor performance of the rehab- ilitation work and assist Program Recipient in resolving disputes with the remodeling contractor, as necessary. (10) Conduct interim and final inspections and prepare the necessary documents to process payment to the remodeling contractor. B. In addition to the processing steps outlined above, the Contractor shall provide the following services: (1) Comply with the Housing Rehabilitation Procedures Guide, as amended from time to time. (2) Provide the Authority with monthly reports on the status of Program applications. 491 AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRAI CEE 10 -2 -96 (3) Make payments to remodeling contractors on a timely basis, in compliance with the Federal "three -day rule". (4) Obtain mechanic's liens from all remodeling contractors, subcontractors, and material suppliers, prior to release of any payments. C. The Contractor shall proceed with the administration of the Program as contained in the Program Budget, attached as Exhibit A and made a part of this Agreement by reference, representing Contractor's minimum responsibilities to the extent that said proposals have not been accomplished prior to the date of this Agreement as entered into and to the extent said proposals do not contradict the standards and requirements referred to above. D. It shall be the responsibility of the Contractor to meet all standards and satisfy all requirements expressed in Title I of the Housing and Community Development Act of 1974 as amended and the HUD Implementary Regulations at 24 CFR, Part 570, and any other applicable federal statutes, rules, or regulations established now or hereafter, and any applicable statutes, rules, regulations, or guidelines established now or hereafter by the State of Minnesota or any of its agencies. Should it appear to the Contractor at any time during the course of implementing said project, that the work to be done has not been explained or described in sufficient detail, or with sufficient clarity, or should it appear that any plan, proposal, or other material conflict with any standards or requirements imposed by statute, regulation, or HUD, the Contractor shall promptly contact the Authority's Housing Coordinator or other designated representative. In no event shall the Contractor proceed with administration of said project in uncertainty. The Contractor shall comply with the following requirements and standards of OMB Circular No. A -122, "Cost Principles for Non Profit Organizations" or OMB Circular No. A -21, "Cost Principles for Educational Institutions ", as applicable, and with the following Attachments to OMB Circular No. A -110: (1) Attachment A, "Cash Depositories ", except for paragraph 4 concerning deposit insurance; (2) Attachment B, "Bonding and Insurance "; 4 2E AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 (3) Attachment C, "Retention and Custodial Requirements for Records ", except that in lieu of the provisions of paragraph 4, the retention period for records pertaining to individual HOME activities starts from the date of submission of the annual performance and evaluation report, as prescribed in 570.507, in which the specific activity is reported on for the final time; (4) Attachment F, "Standards for Financial Management Systems"; (5) Attachment H, "Monitoring and Reporting Program Performance ", paragraph 2; (6) Attachment N, "Property Management Standards", except for paragraph 3 concerning the standards for real property, and except that paragraphs 6 and 7 are so modified so that (i) In all cases in which personal property is sold, the proceeds shall be program income, and Personal property not needed by the subrecipient for HOME activities shall be transferred to the recipient for the HOME program or shall be retained after compensating the recipient; and (7) Attachment O, "Procurement Standards ". 3. PROJECT METHODOLOGY AND PROCEDURE The Contractor, in providing the services described in Section 2 of this Agreement, shall employ methods and procedures that are deemed to be appropriate, reliable, and professional by individuals, firms, and associations regularly engaged in work of a similar nature. The methods and procedures employed shall include those required by the sources of authority specified in Section 2, herein, but shall not necessarily be limited to such methods and procedures. 4. PROJECT EVALUATION AND ACCEPTANCE In order that the Authority may be kept informed of the Contractor's progress and properly evaluate the success of the Contractor in achieving the Agreement goals, the Authority may make suggestions, criticisms, and recommendations to the Contractor E1 2F AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 and the Contractor shall on a monthly basis and at other times upon request by the Authority, send a written progress report to the Authority's Housing Coordinator. Said report shall a) summarize the activities and progress of the Contractor to date, b) detail special problems or difficulties that have arisen during the course of the project which need to be brought to the attention of the Authority and c) summarize any other information, problems, or proposals which the Authority needs to know in order to properly evaluate the actions of the Contractor in working towards the Agreement goal. The Contractor shall thoroughly and conscientiously implement the proposals, recommendations, and criticisms of the Authority or its designated representative, in writing, before proceeding further with the implementation of the program so that the goals of this Agreement may be met to the satisfaction of the Authority. Any deviations from the goals, standards, and requirements of the project as determined by said designated representatives of the Authority shall be corrected by the Contractor before proceeding further with the implementation of said project. 5. PROJECT ADMINISTRATION, PERSONNEL AND RECORDS A. The Contractor shall engage in the implementation of the Program, such individuals as are necessary for its proper completion. The Contractor warrants and represents that all of its employees shall be properly trained, competent and qualified to perform the tasks assigned to them. The Contractor shall provide the Authority with such information regarding the qualifications of said individuals as required by the Authority to verify that present and subsequent services are being rendered by competent and trained people. All individuals engaged by the Contractor to perform services under this Agreement must receive express approval of the Authority before commencing any services under the Agreement. Any or all of said individuals may be regular employees of the Contractor or may be specifically employed by the Contractor as independent contractors to work on the implementation of said project. However, the Contractor shall not subcontract with any other firms, associations, consulting agencies, or other organizations for the implementation of the Program, without the expressed written approval of the Authority. B. The Contractor shall maintain records on all individuals employed by it in the implementation of the Program. Said records shall show the name and qualifications of each such individual, the hourly rate of pay R 2G AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA 1 CEE 10 -2 -96 B. Program Benefit The Contractor shall not discriminate against any resident or Program recipient by denying benefit from or participation in any block grant funded activity on the basis of race, color, sex, or national origin. (Civil Rights Act of 1964, Title VI; Civil Rights Act of 1968, Title VII; Section 109, Housing and Community Development Act of 1974). C. Fair Housing The Contractor shall take necessary and appropriate actions to prevent discrimination on the basis of Minnesota State law or federal law in federally assisted housing and lending practices related to loans insured or guaranteed by the federal government. (Civil Rights Act of 1968, Title VII; Executive Order 11063; Minnesota Statutes Chapter 363). D. Employment 1. In all solicitations under this Agreement, the Contractor shall state that all qualified applicants will be considered for employment. The words "equal opportunity employer" in advertisements shall constitute compliance with this section. 2. The Contractor shall not discriminate against an employee or applicant for employment in connection with this Agreement because of age, marital status, race, creed, color, national origin, sexual orientation, or the presence of any sensory, mental, or physical handicap, except when there is a bona fide occupational limitation. Such action shall include, but not be limited to the following: Employment, upgrading, demotion or transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training. (Executive Order 11246 as amended and Minnesota Statutes Chapter 363.) 3. To the greatest extent feasible, the Contractor shall provide training and employment opportunities for lower income residents within the area served by block grant assisted projects (Section 3, Housing and Community Development Act of 1968, as amended). 0 2H AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 E. Contractors and Suppliers 1. No contractor, subcontractor, union, or vendor engaged in any activity under this Agreement shall discriminate in the sale of materials, equipment, or labor on the basis of age, sex, marital status, race, creed, color, national origin, sexual orientation, or the presence of any sensory, mental, or physical handicap. Such practices include upgrading, demotion, recruiting, transfer, layoff, termination, pay rate, and advertisement for employment. (Executive Order 11246 as amended and Minnesota Statutes Chapter 363). 2. All firms and organizations described above shall be required to submit to the Agency certificates of compliance demonstrating that they have, in fact, complied with the foregoing provisions; provided, that certificates of compliance shall not be required from firms and organizations on contracts and /or yearly sales of less than $10,000. 3. To the greatest extent feasible, the Contractor shall purchase supplies and services for activities under this Agreement from vendors and contractors whose businesses are located in the area served by block grant funded activities or owned in substantial part by project area residents. (Section 3, Housing and Community Development Act of 1968, as amended.) F. Notice 1. The Contractor shall include the provisions of the appropriate subsections A, B, C, D, and E of this section in every contract or purchase order for goods and services under this Agreement and shall send to each labor union or representative of workers with which it has a collective bargaining Agreement or other contract or understanding a notice advising the said labor union or worker's representative of the commitments made in these subsections. 2. In advertising for employees, goods, or services for activities under this Agreement, the Contractor shall utilize minority publications in addition to publications of general circulation. 0 21 AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 8. EARLY TERMINATION This Agreement may be terminated by the Authority at any time, with or without cause, upon 30 days written notice, delivered by mail or in person, to the Contractor. This Agreement may be terminated by the Authority immediately upon the receipt by the Authority of notice of the loss of federal funding for the HOME Program . For purposes of giving notices hereunder, the address of the Contractor is The Butler Square Building, 100 North 6th Street, Suite 412 -A, Minneapolis, Minnesota 55403- 1520. Upon termination, the Contractor shall be entitled to receive as compensation, payment for work actually performed to the date of termination as determined by the schedule of payment referred to in Section 10 (Compensation). 9. DEFAULT AND REMEDY A. Any of the following constitutes a default on the part of the Contractor: (1) Failure to proceed with the implementation of the Program at a pace reasonably calculated to implement such program within the time limits stated herein; (2) Failure to conscientiously abide by the directions of the Authority. (3) Failure to abide by any other term or condition of this Agreement. B. In the event of default, the Authority shall have the option of terminating this Agreement upon written notice of termination sent to the Contractor at its address written above. Termination shall be effective immediately upon receipt of notice of termination by the Contractor, or at such later date as the written notice shall state. Upon termination, the Authority may recover from the Contractor any and all damages directly or consequently arising out of the breach of this Agreement or failure to perform the same by the Contractor. 10. COMPENSATION A. Administrative Services As compensation for the services to be performed hereunder by the Contractor, the Contractor shall be paid a fixed fee of $875.00 per grant 10 2J AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 made. The Contractor shall invoice the Authority for services rendered after the grant has been approved and a Proceed to Work Order has been issued by the Authority. The Contractor may submit one invoice per month, which shall cover the grants made during that month. The Authority shall provide the Contractor with the appropriate forms and documents to submit for reimbursement. B. Rehabilitation Assistance The Contractor shall submit a separate invoice for each grant made. The invoice shall state, at a minimum, the name of the Program Recipients, their address, and the full amount of grant. Within 15 days of receipt of the invoice, the Authority shall remit to the Contractor a check for the amount of the grant. Said funds shall be deposited into an interest - bearing checking account, held in trust for the Authority. The Contractor shall issue payment to the remodeling contractors as work is completed. Before issuing payment to a remodeling contractor, the Contractor must do the following: (1) Inspect the work to ensure that it has been completed satisfactorily. (2) Obtain a signed lien waiver from the contractor, subcontractor and /or material suppliers for the amount of the work. (3) Obtain the signatures of the homeowner and the remodeling contractor. (4) Verify with the Authority that a permit has been obtained for the work performed and that the remodeling contractor is properly licensed. 11. INDEPENDENT CONTRACTOR The relationship of the Contractor to the Authority is that of an independent contractor. Nothing in this Agreement shall be construed so as to deem any employee or agent of the Contractor an employee of the Authority for any purpose. 11 421 AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA/ CEE 10 -2 -96 12. GOODS AND SERVICES NOT PROVIDED FOR No claim for goods or services furnished by the Contractor not provided for by the terms of this Agreement, or by duly authorized alterations or modifications of this Agreement, will be honored by the Authority. 13. CHANGES IN THIS AGREEMENT The Authority shall notify the Contractor in writing at least five days before any change in this Agreement is to take effect. 14. ASSIGNMENTS AND SUBCONTRACTING A. The Contractor shall not assign any portion of this Agreement without the written consent of the Authority, and it is further agreed that said consent must be sought by the Contractor not less than thirty (30) days rior to the date of any proposed assignment. B. Any work or services assigned or subcontracted hereunder shall be subject to each provision of this Agreement and proper bidding procedures contained therein. The Contractor agrees that it is as fully responsible to the Authority for the acts and omissions of its subcontractors and of their employees and agents, as it is for the acts and omissions of its own employees and agents. 15. INDEMNIFICATION The Contractor agrees to indemnify, defend, and hold harmless the Authority (including its board members, officers, and employees) from all claims, losses, or damages which they, or any of them shall be legally obligated to pay as a consequence of any negligent act or omission, any intentional tort, or any violation of the terms of this Agreement, by the Contractor (including its officers, employees, and agents) in the performance of its services that are the subject of this Agreement. 16. REVERSION OF ASSETS Upon the expiration or termination of this Agreement, the Contractor shall transfer to the Authority any HOME funds on hand or in the accounts receivable attributable to the ON 2L AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 use of HOME funds. In addition, at the expiration or termination of this Agreement, any real property under the Contractor's control that was acquired or improved in whole or in part with HOME funds in excess of $25,000.00 shall be disposed of in a manner which results in the agency being reimbursed in the amount of the current fair market value of the property less any portion thereof attributable to the expenditures of non -HOME funds for acquisition of, or improvement to, the real property. Such reimbursement shall not be required if the conditions of 24 CFR State Statute 570.503(b)(8)(i) are met and satisfied. 17. DISPOSITION OF PROGRAM INCOME Upon the expiration or termination of this Agreement, program income shall be returned by the Contractor to the Authority. 18. INSURANCE The Contractor shall comply with the following insurance requirements: A. Public Liability Insurance The Contractor shall obtain and maintain continuously during the term of this Agreement general liability insurance of an amount not less than One Million and no /100 ($1,000,000.00) Dollars which covers bodily injury and property damage and an umbrella excess liability policy of Three Million and no /100 ($3,000,000.00) Dollars and provide proof of Worker's Compensation Insurance pursuant to the Statutes of the State of Minnesota. The general liability insurance policy and umbrella excess liability policy shall name the Authority as an additional insured. B. Proof of Insurance The Contractor shall provide certificates of insurance required under this section, or, upon request of the Authority, duplicates of the policies as evidence of the insurance protection afforded. Such insurance policies shall not be reduced or cancelled without sixty (60) days prior written notice to the Authority. 19. ENTIRE AGREEMENT /REQUIREMENT OF A WRITING It is understood and agreed that the entire Agreement of the parties is contained 13 2M AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10.2 -96 herein and that this Agreement supersedes all oral agreements and negotiations between the parties relating to the subject matter hereof as well as any previous Contract presently in effect between the Authority and the Contractor relating to the subject matter hereof. Any alterations, variations, modifications, or waivers of the provisions of this Agreement shall be valid only when they have been reduced to writing and duly signed by the parties. 20. EXHIBITS The following attachments listed below are hereby incorporated in this Agreement and made a part hereof: Exhibit A - Program Budget Exhibit B - Certification Exhibit C - 24 CFR 85; Contracting with small and minority firms, women's business enterprise, and labor surplus area firms. IN WITNESS WHEREOF, the parties hereunder set their hands as of the date written below: HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF FRIDLEY By— Its— Date By— Its— Date 14 2N CENTER FOR ENERGY AND ENVIRONMENT, INC. so Date Date AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 Source 1996 HOME Allocation HRA Match Uses Home Improvement Grants Program Administration EXHIBIT A 15 20 Amount $75,000 $71,250 $3,750 $75,000 AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 EXHIBIT IBIT B CERTIFICATION The Undersigned, on behalf of the Agency, certifies, to the best of his or her knowledge and belief, that: (1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement_ (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form -LLL, °Disclosure Form to Report Lobbying," in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify and disclose accordingly_ This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by section 1332, title 31, U.S_ Code_ Any person who fails to file the required certification shall be subject to a civil penalty of not less than S10,000 and not more than S100,000 for each such failure. AGENCY 0 Date By Its Date 16 2P AGREEMENT FOR ADMINISTRATIVE SERVICES Fridley HRA / CEE 10 -2 -96 EXHIBIT C (24 C FR 85) Administrative Requirements for Grants and Cooperative Agreements to State, Local & Federally Recognized Indian Tribal Governments Fhusiness C anrroe:Jng Wrrn smol /and ri _v firms. women -s busines s prise and labor surplus orea fi=,s. e grantee and subgrantee will take ces- -i:y affirmative steps to assue inority firms. women's business rises. and labor surplus area firms ed when possible. Afnt tative steps shall include: lacing qualified small and ity businesses and women's ess er.terp. ses on solicitation lists: (ii) Ass-ring that small and minority businesses. and women's business enterprises are solicited whenever they are potential sources: (iii) Dividing total requirements. when economically feasible. into smaller tasks e: quantities to permit maximum pa.- :icipat_on by smaII and r..inortr business. and womer.'s business eaterp ises: (is) Establishing deliver_.-scaecules- - -here the req i= perm.ts. w tic.. e�cc .-asze aarticipatic : by s::al; a :c m :nority business. anc women business e . :erp ses: (.'. Us: ^�: the se.-v:ces and PSSlstc.'. c :: ;e S—.-Z:, Business �cmi�istrat _. i ar_ the N! ; =.itv B_s =Hess Deveioore -: f ge�c -re De7a.- :- 727, ; -o: coht :acts.-- ubcort.-a = is are :c oe let_ tc take t e j :;i- aatite Ste 95 listed if-, pa :agrzr..s Ij of this secuor.- 17 20 DATE: October 4, 1996 MEMORANDUM HOUSING _E REDEVELOPMENT AUTHORITY TO: William Bums, Executive Director of HRA��1 FROM: Barbara Dacy, Community Development Director Grant Femelius, Housing Coordinator SUBJECT: Resolution to Decertify Portion of Property Located at 533 Janesville St. ( #03- 2424 -23- 0003). In October 1995, the HRA adopted the Housing Replacement Program and identified 8 parcels for Phase I, including 533 Janesville St. In December 1995, the HRA agreed to sell a portion of 533 Janesville St. to two adjoining property owners. The remaining piece of property was retained by the HRA and later sold to Four Diamond Builders for construction of a new home. A location map is attached. In September 1996 the County realized that the portion of property which was sold was still included in the Housing Replacement Program District. To correct the matter, the County is requesting that the HRA decertify the portion that was sold. This action does not adversely impact the program. The City Council must also approve a separate resolution. RECOMMENDATION Staff recommends that the HRA approve the attached resolution to decertify a portion of 533 Janesville St. ( #03-24 -24-23 -0003) from the Housing Replacement Program District. GF/ y •...• 3 I In / K,Mg � 2a''21 2S 2j ( 2 2521 �,2 t, '2S 7261 (.2 A tb. ,+ 2 W N O� !1 9 Z i ,v��i1W Z,, 2525 Z 2} l� lAN y, Yl� w U O V o N� 50 P JO - � 1 N (9 , 2 64 -'10.01 0 2 o � ,r o 1 _ o 3A >A j I Sl 7 O 1.000 7 V n � v lA ke 1 Z• r� 1 (PLAT) p 8 �6 l 20) " O ` 200 o (25) 261.86 240 w v N /5 o p p 3 (z6) ^ - 200 9 a ` p GJ � 4 75. 6- . � po 2 5 3.'r8 Q. - 203.9 400 100 p I 1E 179.5 100 o t Q (27, ° O — p '}} (17) Nj I (t6) (15) (14) (13) (12) I n 245.7 14 _ /3 N 12 /O 1 N (26) 0 N A �� > j3, 5 N 237.5 66 166.2 too tC0 100 100 - -165 - -- 1 S�ISSIPPI a •'vo _ — - 817.9 T =30 - ^ {!7.12 - -- 3 2 2 1 0 0 b 70 ' z5 25 25 25 25 25 25 3C 30 40 4Q C.� 45 06801 2. 11 3. 88 w Z I SO N + w tr - + (a ` P , S to 1 25 5 2 0 0 `� '� qD v 66 W 10 tJ]) (35) (36) (3T) J C •' 2525 S 2S ��� N� l6 81 252530 p O 0 a 2 ` Z — 6 � S ( 2' 2 19 o 2 O 2/ U N 3 , z 5 2s T S� 21 10 7SN 2�j 215 1 a I In / K,Mg � 2a''21 2S 2j ( 2 2521 �,2 t, '2S 7261 (.2 A tb. ,+ 2 W N O� !1 9 Z i ,v��i1W Z,, 2525 Z 2} l� lAN y, Yl� w U O V o N� 50 P JO - � 1 N (9 , 2 64 -'10.01 0 2 o � ,r o 1 _ o 3A >A j I Sl 7 O 1.000 7 V n � v lA ke 1 Z• r� 1 +6128851298 CASSERLY MOLZAHN 837 P02 OCT 03.96 12:32 HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF FRIDLEY COUNTY OF ANOKA STATE OF MINNESOTA RESOLUTION NO. A RESOLUTION RELATING TO THE DECERTIFICATION OF A PORTION OF PARCEL ##03- 30 -24 -23 -0003 WHEREAS, the Board of Commissioners (the "Board ") of the Housing and Redevelopment Authority in and for the City of Fridley, Minnesota (the "Authority ") approved and forwarded to the City Council (the "Council") of the City of Fridley (the "City ") the establishment of Housing Replacement District No. 1 on September 14, 1995, pursuant to and in accordance with Laws of Minnesota 1995, Chapter 264, Article 5, Sections 44 through 47, inclusive, as amended, and as may be supplemented from time to time. WHEREAS, the Authority has proposed decertification of the portion of parcel #03- 30 -24 -23 -0003 located within the Housing District and described on Exhibit A attached hereto. NOW, THEREFORE, BE IT RESOLVED by,the Board of the Authority that decertification of the portion of parcel ##03- 30 -24 -23 -0003, as described on Exhibit A attached hereto, be approved and forwarded to the Council of the City for review and approval. Adopted by the Board of the Authority this day of , 1996- ATTEST: Executive Director Chairman +6128851298 CASSERLY MOLZAHN 837 PO3 OCT 03196 12:33 CERTIFICATION I, William A. Champa, the duly qualified City Clerk of the City of Fridley, County of Anoka, Minnesota hereby certify that the foregoing is a true and correct copy of Resolution No_ passed by the Housing and Redevelopment Authority of the City of Fridley on the day of , 1996. City Clerk 3C +612eeS129e CASSERLY MOLZAHN e37 PO4 OCT 0319G 12.33 EXHIBIT A TO RESOLUTION NO. The southeasterly 20 feet of Lots 52 and 53 and the southeasterly 15 feet of Lot 54 all in Block E, RIVERVIEW HEIGHTS, Anoka County, Minnesota. 3D MEMORANDUM HOUSING • _C REDEVELOPMENT DATE: October 4, 1996 AUTHORITY TO: William Bums, Executive Director of HRA 444--� FROM: Barbara Dacy, Community Development Director SUBJECT: Consider Proposal for Payment of Tax Increment Note; Rylund Properties Background On June 22, 1994, the HRA entered into a Contract for Redevelopment with Rylund Properties to provide pay -as- you -go tax increment financing assistance of $32,000. The developer was to construct a 13,000 square foot building with a minimum market value of $357,988. The project was to be completed by December 31, 1995. The developer completed construction of the building as specified in the development contract. The current market valuation on the property is $392,600. The subject property is located in Tax Increment District No. 9. Tax Increment Note As part of the development contract, the Authority agreed to pay $32,000 together with 8% interest via a limited revenue tax increment note upon successful completion of the project (16 payments at $3,089 or $49,424). Payment on the note is to begin on August 1, 1996. The payment is based on receiving the "available tax increment" as defined in Article 5, Section 5.1 of the development contract, which states as follows: "(a) For the duration of the note in which the real estate tax payments reflect the market valuation of the completed minimum improvements, 90% of the tax increment (the available tax increment) shall be pledged and appropriated for the payment of the note. N Rylund Properties October 4, 1996 Page 2 (b) If the available tax increment is not adequate to pay any installment of the note, such unpaid portion shall carry forward and be paid in any subsequent year in which there is available tax increment. Upon the maturity date of the note, any unpaid portion shall be deemed to have been paid in full, shall not be a debt or obligation of any kind of the City or the Authority, and shall not constitute a default under the terms of the note." Tax increment from the Onan district was generated in 1992 and 1993; however, in 1994, and in subsequent years, the tax capacity of the district dropped below the original tax capacity. The reason for the decline in tax capacity was a parcel owned by Onan was devalued to zero dollars to prevent the parcel from going tax forfeit. This coupled with the general decline of commercial /industrial market values caused a valuation decrease in the district of approximately $1,500,000. Therefore, even though the Rylund development is producing tax increment at this time, the district overall is not producing increment. Legal Obligation The contract does not legally obligate the HRA to make payments on the note; however, the developer has met his obligation of the contract and is producing tax increment. It has been determined that approximately $21,000 of tax increment was received in 1992 and 1993, the amount of which would satisfy note payments until 2000. The valuations in the district as a whole appear to be back on the rise, and it is hoped that increment will be received in the year 2000. The status of the financial health of the district should be revisited at that time. If the district is not producing increment, the HRA can easily borrow funds from other districts to continue payments on the note (about $28,000). Recommendation Staff recommends that the HRA authorize staff to initiate payment on the tax increment note as agreed to in the 1994 redevelopment contract up to $21,000 or 2000, whichever comes first. At that time, if the district is generating increment, the payment on the note will continue as stipulated in the contract. If the district is not producing increment, the HRA can borrow funds from other districts to complete the note payments. •� . Casserly Molzahn & Associates, Inc. Suite 1100 Southpoint Office Center • 1650 West 82nd Street • Minneapolis, Minnesota 55431 Office (612) 885 -1298 • Fax (612) 885 -1299 M E M O R A N D U M TO: City of Fridley Attention: Barbara Dacy FROM: Mary E. Molzahn James R. Casserly RE: Available Tax Increment for the Rylund Revenue Note DATE: September 24, 1996 As you know the original and current tax capacities for TIF District #9 (the "District ") for 1995/1996 are $941,465 and $872,057, respectively. Because the current tax capacity is less than the original, no tax increment is generated from the District for the year payable 1996. In talking with Dick Sivanich at Anoka County and Ed Hervin at the City, we have tracked the tax capacities for the past several years in an effort to determine why no tax increment is being generated. Listed below is a summary of those discussions. The tax capacity of the District steadily decreased from 1991/1992 through 1994/1995; in 1995/1996 and 1996/1997 the tax capacities began to increase. Assess Year/ Tax Tax Payable Year Capacity Increment 1991/1992 $1,000,000 $13,000 1992/1993 978,000 8,000 1993/1994 867,000 1994/1995 858,000 1995/1996 872,057 1996/1997 889,422 Tax increment was generated in 1992 and 1993, however, in 1994 and in subsequent years the tax capacity of the District dropped below the original tax capacity. According to Dick Sivanich, the decline was due to an overall collapse in market values throughout the County. This particular District was further impacted by decreasing the market value of the Onan Company parcel containing the creosote pit to $0 in an effort to avoid Rfl the parcel going tax forfeit. As a result of this parcel's value at $0 and the general decline of commercial industrial market values, the surrounding Onan parcels further decreased almost $1.5 million in value. Although values are beginning to increase, the 1995/1996 tax capacity is still below the original tax capacity and will be again in 1996/1997. The adjusted original tax capacity for 1996/1997 is estimated at $943,902 compared to an estimated current tax capacity of $889,422. The end result is, there will be no tax increment generated next year from this District. If the Rylund Properties development ( "Rylund ") were its own district, the project would generate approximately $6,242 semi annually in 1996, and the tax increment would increase to approximately $8,063 semi annually in 1997. (See Assumptions and Cash Flow Analysis attached.) These semi annual tax increment receipts would be more than sufficient to make the $3,089 semi annual payments on the Revenue Note issued to Rylund. While the Authority is not legally obligated to make these Revenue Note payments because the District as a whole is not currently generating tax increment, even though the individual project would be if treated as its own district, the Authority should consider the option of making the Revenue Note payments from the approximate $21,000 received in tax increment from the District in 1992 and 1993. In addition, it appears that the tax capacities are trending upwards and that tax increment may be generated by 1999/2000. If the District incurs a deficit, it may borrow from other districts and repay when future tax increment is received. During the two years prior to the inception of Rylund's project the District generated tax increment. Additionally, Rylund has provided even greater value then promised in its Contract with the Authority. It is our recommendation that the Authority pay Rylund's Revenue Note from past tax increment and, if necessary, borrow any shortfall from existing districts that should be repaid with future tax increment. Please advise if there is anything further we can provide. 4C CITY OF FRIDLEY, MINNESOTA RYLUND PROPERTIES — ASSUMPTIONS Original Market Value 12- 30 -24 -24 -0011 12- 30 -24 -24 -0012 12- 30 -24 -24 -0013 12- 30 -24 -24 -0044 Original Tax Capacity 1994/1995 Estimated Market Values 12- 30 -24 -24 -0049 12- 30 -24 -24 -0050 12- 30 -24 -24 -0051 1994/1995 Estimated Tax Capacity 1995/1996 Estimated Market Values 12- 30 -24 -24 -0049 12- 30 -24 -24 -0050 12- 30 -24 -24 -0051 1995/1996 Estimated Tax Capacity 1996/1997 Estimated Market Values 12- 30 -24 -24 -0049 12- 30 -24 -24 -0050 12- 30 -24 -24 -0051 1996/1997 Estimated Tax Capacity Certified Tax Rate Admin /Program Expenses 3.000% 4.600% 12,300 6,200 9,100 75,000 100 55,200 47,300 100 68,500 311,600 100 68,500 392,600 0.977560 10.000% 102,600 3,120 102,600 3,120 380,200 15,889 461,200 19,615 LUND PREPARED BY CASSERLY MOLZAHN & ASSOCIATES, INC. 24— Sep -96 4D CITY OF FRIDLEY, MINNESOTA RYLUND PROPERTIES - CASH FLOW ANALYSIS Date Original Tax Capacity Estimated Tax Capacity Captured Tax Capacity Estimated Tax Increment Admin/ Program Expenses Available Tax Increment 06/01/94 3,120 3,120 0 0 0 0 12/01/94 3,120 3,120 0 0 0 0 06/01/95 3,120 15,889 0 0 0 0 12/01/95 3,120 15,889 0 0 0 0 06/01/96 3,120 19,615 12,770 6,242 624 5,617 12/01/96 3,120 19,615 12,770 6,242 624 5,617 06/01/97 3,120 19,615 16,496 8,063 806 7,256 12/01/97 3,120 19,615 16,496 8,063 806 7,256 06/01/98 3,120 19,615 16,496 8,063 806 7,256 12/01/98 3,120 19,615 16,496 8,063 806 7,256 06/01/99 3,120 19,615 16,496 8,063 806 7,256 12/01/99 3,120 19,615 16,496 8,063 806 7,256 06/01/2000 3,120 19,615 16,496 8,063 806 7,256 12/01/2000 3,120 19,615 16,496 8,063 806 7,256 06/01/2001 3,120 19,615 16,496 8,063 806 7,256 12/01/2001 3,120 19,615 16,496 8,063 806 7,256 06/01/2002 3,120 19,615 16,496 8,063 806 7,256 12/01/2002 3,120 19,615 16,496 8,063 806 7,256 06/01/2003 3,120 19,615 16,496 8,063 806 7,256 12/01/2003 3,120 19,615 16,496 8,063 806 7,256 125,361 12,536 112,825 LUND PREPARED BY CASSERLY MO' ALIKI & ASSOCIATES, INC. 24- Sep -96 4E ARTICLE V Tax Increment Section 5.1 Tax Increment Certification. Pursuant to the Tax Increment Plan, the Authority has pledged and shall appropriate the Tax Increment to the payment of the principal of and interest, if any, on the Note, said payment to be made in accordance with the terms and provisions as stated in the Note except as provided below: (a) For the duration of the Note in which the real estate tax payments reflect the market valuation of the completed Minimum Improvements, 90% of the Tax Increment (the "Available Tax Increment ") shall be pledged and appropriated for the payment of the Note. t (b) If the Available Tax Increment is not adequate to pay any installment of the Note, such unpaid portion shall carry forward and be paid in any subsequent year in which there is Available Tax Increment. Upon the maturity date of the Note, any unpaid portion shall be deemed to have been paid in full, shall not be a debt or obligation of any kind of the City or the Authority and shall not constitute a default under the terms of the Note. Section 5.2 Real Property Taxes. The all real property taxes payable with respect Property as if the Authority never owned any Redevelopment Property. 11 4F Redeveloper shall pay to the Redevelopment portion of the SCHEDULE D $32,000 UNITED STATES OF AMERICA STATE OF MINNESOTA COUNTY OF ANOKA THE HOUSING AND REDEVELOPMENT AUTHORITY In and For THE CITY OF FRIDLEY LIMITED REVENUE TAX INCREMENT NOTE RYLUND PROPERTIES The Housing and Redevelopment Authority in and for the City of Fridley (the "Authority "), hereby acknowledges itself to be indebted and, for value received, promises to pay to the order of Rylund Properties, a Minnesota partnership (the "Registered Owner "), or its registered assigns, solely from the source, to the extent and in the manner hereinafter provided, the principal amount of this Note, being Thirty Two Thousand Dollars ($32,000) (the "Principal Amount "), together with interest thereon from August 1, 1994 at a rate of eight percent (8.0%) on the dates (the "Scheduled Payment Dates ") as set forth on the Payment Schedule attached as Exhibit A hereto and in the amounts stated thereon (the "Scheduled Payments "). This Note shall be payable in semiannual installments commencing on August 1, 1996, and on the 1st day of February and August thereafter until and including February 1, 2004. Upon 30 days' prior written notice from the Authority to the Registered Owner, the Principal Amount is subject to prepayment at the option of the Authority in whole or in part on any Scheduled Payment Date. Each payment on this Note is payable in any coin or currency of the United States of America which on the date of such payment is legal tender for public-and private debts and shall be made by check or draft made payable to the Registered Owner and mailed to the Registered Owner at its postal address within'.the United States which shall be designated from time to time by the Registered Owner. The Note is a special and limited obligation and not a general obligation of the Authority, which has been issued by the Authority pursuant to and in full conformity with the Constitution and laws of the State of Minnesota, including Minnesota Statutes, Section 469.178, Subdivision 4, to aid in financing a "project ", as therein defined, of the Authority consisting generally of defraying certain public redevelopment costs incurred and to be incurred by the Authority within and for the benefit of its Redevelopment Project No. 1 (the "Project Area "). 23 4G THE NOTE IS NOT A GENERAL AUTHORITY OR THE STATE OF MINN CITY, THE AUTHORITY, THE STATE THEREOF SHALL BE LIABLE ON THE OUT OF ANY FUNDS OR PROPERTIES AS DEFINED BELOW. OBLIGATION OF THE CITY, THE ESOTA (THE "STATE "), AND NEITHER THE NOR ANY POLITICAL SUBDIVISION NOTE, NOR SHALL THE NOTE BE PAYABLE OTHER THAN AVAILABLE TAX INCREMENT, The Scheduled Payment of this Note due on any Scheduled Payment Date is payable solely from and only to the extent that the Authority shall have received as of such Scheduled Payment Date, "Available Tax Increment" which is defined in the Contract for Private Redevelopment between the Authority and the Registered Owner (the "Agreement ") as tax increment received as of a Scheduled Payment Date with respect to certain real property described in the attached Exhibit B (hereinafter referred to as the "Redevelopment Property ") which real property is located within the City's Tax Increment Financing District No. 9. The Authority shall pay on each Scheduled Payment Date to the Registered Owner the lesser of the Available Tax Increment and the Scheduled Payment due hereon on that date. To the extent that on any Scheduled Payment Date the Authority is unable to make the total Scheduled Payment due on such date as a result of its having received as of such date insufficient Available Tax Increment, such failure shall- constitute a default under this Note and any such deficiency or unpaid portion shall be paid on any subsequent Scheduled Payment Date from the Available Tax Increment. On February 1, 2004, the maturity date of this Note, any unpaid portion shall be deemed to have been paid in full. This Note shall not be payable from or constitute a charge upon any funds of the Authority, and the Authority shall not be subject to any liability hereon or be deemed to have obligated itself to pay hereon from any funds except the Available Tax Increment, and then only to the extent and in the manner herein specified. The Authority makes no representations or covenant, express or implied, that the revenues described herein will be sufficient to pay, in whole or in part, the amounts which are or may otherwise become due and payable hereunder. The Authority's payment obligations hereunder shall be further conditioned on the fact that there shall not at the time have occurred and be continuing an Event of Default under the Agreement, and, further, if pursuant to the occurrence of an Event of Default under the Agreement the Authority elects to terminate the Agreement, the Author -ty shall have no further debt or obligation under this Note whatsoever. Reference is hereby made to the provisions of the Agreement for a fuller statement of the obligations of the Redeveloper and of the rights of the Authority thereunder, and said provisions are hereby incorporated by 24 a■i reference into this Note to the same extent as though set out in full herein. The execution and delivery of this Note by the Authority, and the acceptance thereof by the Redeveloper, as the initial Registered Owner hereof, shall conclusively establish this Note as the "Note" (and shall conclusively constitute discharge of the City's obligation to issue and deliver the same to the Redeveloper) under this Agreement. The Registered Owner shall never have or be deemed to have the right to compel any exercise of any taxing power of the Authority or of any other public body, and neither the Authority nor any director, commissioner, council member, board member, officer, employee or agent of the Authority, nor any person executing or registering this Note shall be liable personally hereon by reason of the issuance or registration hereof or otherwise. IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions, and things required by the Constitution and laws of the State of Minnesota to be done, to have happened, and to be performed precedent to and in the issuance of this Note have been done, have happened, and have been performed in regular and due form, time, and manner as required by law. This Note may be assigned but upon such assignment the assignor shall promptly notify the Executive Director of the Authority at the offices of the Authority by registered mail, and the assignee shall surrender the same to the Authority either in exchange for a new fully registered note or for transfer of this Note on the registration records for the Note maintained by the Authority. Each such assignee shall take this Note subject to the foregoing condition and subject to all provisions state or referenced herein. The Authority has elected to issue this Note as a non -tax exempt obligation and accordingly does not anticipate that the interest on this Note is or will be generally exempt from federal or state income taxes, and the Authority makes no representation or covenant with respect to any such exemption. IN WITNESS WHEREOF, the Authority has caused this Note to be executed by the manual signatures of its Chairman and Executive Director and has caused this Note to be dated , 1994. Chairman This instrument was drafted by: Casserly Law Office, P.A. 215 South 11th Street Minneapolis, Minnesota 55403 2 41 Executive Director DATE August 1, 1996 February 1, 1997 August 1, 1997 February 1, 1998 August 1, 1998 February 1, 1999 August 1, 1999 February 1, 2000 August 1, 2000 February 1, 2001 August 1, 2001 February 1, 2002 August 1, 2002 February 1, 2003 August 1, 2003 February 1, 2004 EXHIBIT A PAYMENT SCHEDULE 27 61 PAYMENT $3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 3,089.00 1:• 11 1:• 11 DATE: October 4, 1996 MEMORANDUM HOUSING AND REDEVELOPMENT AUTHORITY TO: William Bums, Executive Director of HRAX' - FROM: Barbara Dacy, Community Development Director Grant Femelius, Housing Coordinator SUBJECT: Follow -Up Regarding Scattered Site Acquisition Program At the September 13, 1996 HRA meeting several issues were raised by the Commissioners concerning the Scattered Site Acquisition Program. The issues included how the properties are appraised and whether the City could use code enforcement/condemnation procedures to address substandard housing. Staff is currently in the process of researching these issues and will be meeting with both Ed Hervin, City Assessor and Richard Erickson, Appraisal Engineering Bureau, prior to the HRA meeting on October 10th. Mr. Erickson has also agreed to attend the October meeting and answer questions concerning the appraisals. Additional information will be presented at the meeting GF/ M -96 -459 5 MEMORANDUM HOUSING EAW IJ REDEVELOPMENT AUTHORITY DATE: October 4, 1996 TO: William Burns, Executive Director of HRA FROM: Barbara Dacy, Community Development Director SUBJECT: Fridley Executive Center Update Meetings with Medtronic Onan and Target Bill Burns, Dave Jellison, and Merrill Busch met with representatives from Target, Medtronic, and Onan over the last month in order to gather information from Human Resource professionals in the community about the ability of companies in Fridley to attract quality employees. Dave and Merrill had previously heard negative comments about Fridley's ability to attract jobs to the community, especially upper level white - collar professionals. All three companies reported that if there are recruitment problems, they relate to the ability to find specialized talent as opposed to a geographic disadvantage. Medtronic, however, did indicate that the higher level professional usually wants to live and work in the suburbs in the west and southwest metro area. In general, however, the Fridley location is better than downtown because of the excellent transportation access to the site. Dave Jellison and Bill Bums also met with Roger McCombs of Medtronic. Medtronic currently has enough space for the next three years; Medtronic recently bought a used facility in Shoreview. Medtronic is willing to collaborate with the City regarding the need for hotel space and conference facilities. Medtronic agreed to provide information regarding their demands for these types of facilities. Merrill Busch is still working on the brochure authorized by the HRA at its August meeting. It is hoped that a draft of the brochure will be submitted sometime during the week of October 7, 1996. D Fridley Executive Center Update October 4, 1996 Page 2 Intersection Update John Flora, Public Works Director, has been successful in convincing MnDOT staff to assume the cost for not only the upgrade of the Highway 65 intersection, but also the modifications to the access ramps from 1-694 to Highway 65. Written confirmation is forthcoming from MnDOT; however, the HRA responsibility will only be to pay for the preparation of plans and design which would approximate between $200,000 - $300,000. This is less than the share that was originally contemplated via the ISTEA grant proposal. The total project cost was $1,900,000; ISTEA fund would pay for $1,500,000, leaving the HRA with a share of $400,000. As you recall, the HRA has a small contract pending with SEH to continue the design work on the intersection. More information will be provided at the November meeting regarding the next steps, but the previous contract may be voided so that another larger contract can be approved to initiate the design of the intersection and transmit the plans to the State for their processing. No action is needed by the HRA on these items BD /dw M -96 -456 • u