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HRA 09/08/1983 HOUSING & REDEVELOPMENT AUTHORITY MEETING THURSDAY, SEPTEMBER 8, 1983 7:30 P.M. City of Fridley AGENDA HOUSING & REDEVELOPMENT AUTHORITY MEETING THURSDAY, SEPTEMBER 8, 1983 7:30 P.M. Location (Council Chambers (upper level ) CALL TO ORDER: ROLL CALL: APPROVAL OF MINUTES: Housing & Redevelopment Authority Minutes: July 14, l"83 Housing & Redevelopment Authority Minutes: July 21 , 1983 ADOPTION OF AGENDA: REQUEST FOR CONTRACT CHANGES BY VON KLUG & ASSOCIATES 1 to 1N (HRA Relocation Consultants) PUBLIC HEARING ON JOHNSON PRINTING AND PACKAGING COMPANY 2 to 2B REQUEST FOR IDB ASSISTANCE CONSIDERATION OF A REDRAFT OF RIGHT OF DEVELOPMENT WITH 3 to 3E ST. PHILLIPS HUMAN SERVICES, INC. CONSIDERATION OF NEGOTIATED SETTLEMENT WITH COMMUNITY 4 to 4A CREDIT COMPANY (Letter from Virgil Herrick) DISCUSSION ON HARDWARE BUILDING 5 A CONSIDERATION OF HRA NEWLETTER 6 FINANCIAL REPORT (at meeting) 7 CHECK REGISTER 8 to 8 A ADJOURNMENT: 1 ID: a ES1 * .— REOBVEUJIRIENT AMR PIM JET WARM% 'lUrivs DJR8u CF BRA 831BJI : R$XumST PCR INCRIOSE IN coreaucrimmes BY BILL VON KLUG PCR VON PUG & ASSOCIATES DATE: AUGUSTS, 1983 We have received a request for an increase to the relocation contract that we have with Von Rlug & Associates. This request is based on present expenditures which he claims are over and above the contract cost. I have turned this matter over to legal counsel for review of existing contracts and respond. That report will be submitted to you prior to the meeting on August 11, 1983. I received this request in a letter dated July 27, 1983. At that time, I had requested a follow-up letter with a complete breakdown of what they felt were contract hours versus noncontract hours so that we would have the opportunity to analyze those tasks based on the contract. Instead of the follow-up that I requested, I received a letter of August 2, 1983. This letter raises some issues that I feel need direct response. First of all, there has never been any discussion or authorization from HRA or Staff for additional payments beyond the $9,000 provided in the contract. The work that was being done by Van Rlug & Associates was, in my opinion, all part of their normal process for relocation. If it was any different than this, it was never brought up by Von Rlug & Associates in our initial meetings or any of the meetings that they had with Staff or the HRA throughout the process. Mr. Von Klug stated that they recognized early on and assumed Staff knew that they were doing noncontractural work. Yet, there was no discussion from Van Klug & Associates that would lead us to believe there was anything that was not part of the contract. Mr. Von Klug did advise us that fixture appraisals were not done for the Fridley Center and that they were needed for the protection of the HRA. He also offered to contact the appraisers that he knew did fixture appraisals. These appraisers then contacted me and we selected, based on low quote, through our normal process. Mr. Von Klug stated that 2 separate events solidified their change in course. (More extensive site search and the fact that 2 businesses were put on hold.) There has never been an indication from Van Aug & Associates as to what is meant by more extensive sight search efforts or the number that constitutes this claim. We supplied Von Rlug & Associates with a timetable for the relocation of businesses and at no point was any business put on hold because of CDBG Funding. In fact, it was not determined to use CMG until the end of January for the Dr. Ryan building. A Mr. Von Aug indicated that they informed the HRA Staff in writing, in March, and received no response. The notioe to the HRA only consisted of a statement that they may be having problems. They stated that it was being reviewed and a contract adjustment may be requested. At that tine, I did follow this up with a telephone call to Bill Von Aug who indicated that they would work it out and to disregard the correspondence. With that conversation, we did not follow-up with any further discussion on this matter which indicated to me that Mr. Von Aug had worked out any problems that he may have had with the contract. MV done primary concern with the contract was to ensure that the contract was being in a timely manner, not to watch to see if Mr. Von Klug's costs were exceeding the amount to be provided in the contract. I have no =plaint with the job being done by Von Aug & Associates. I do, however, have a problem with making changes to the contract after expenditures are made for items that should have been brought specifically to our attention in writing prior to those expenditures. I would not reoasnend that the HRA increase the contract to $15,000. JB/bd 3/0/19/9 16 MEMORANDUM To: Jerry Boardman, Executive Director - H.R.A. From: David P. Newman Re : Von Klug Contract Dated: August 5, 1983 At your request, I have reviewed letters of July 27 , 1983 and August 2 , 1983 , from Von Klug & Associates, Inc . and your contract of September 17 , 1982. Although the H.R.A. has the authority to pay this additional sum, it is in no way legally obligated to do so. This type of problem is not unusual with consultant contracts in that the consultant ' s duties are often described in general terms and the terms used are rarely defined in the contract . That is the case here. However, since the consultant is the one who drafted the contract , if any of its terms have more than one meaning, the Courts generally will interpret it in favor of the H.R.A. I have reviewed in detail Section A of the contract which describes the services that the consultant is to provide, I have also compared it with the itemization provided by the consultant, of the work performed. Admittedly, the consultant ' s description of the work performed is very sketchy. It appears, though, that almost all , if not all of the work performed falls within the scope of the contract . Of particular interest is Paragraph A-8 of the con- tract . This paragraph outlines the type of work which is not included in the contract . None of the items which the consultant claims he should be paid for are described in this section. 1C Most importantly, I would direct your attention to Paragraph J of the contract which states that all changes in the contract must be in writing. At no time has the consultant sought to amend this agreement in order to cover the additional services which he has claimed to perform. From the information you have provided me, the consultant has never even written to you, until now, to suggest that he was doing any work beyond the scope of the contract. The consultant places great reliance on his notice contained in his invoice of March 23 , 1983 . I would disagree. The invoice merely states that the situation is under review and that an adjustment may be requested. It is my understanding that you talked to the consultant about this matter and he told you to disregard it . I don' t believe that this is effective notice but even if it were, only a total of $2 ,480.00 in servic- es has been rendered since that date. The consultant has also argued that he was instructed verbally by the staff to do work beyond the terms of the con- tract. I question the accuracy of that allegation. I suspect that what actually happened was that the consultant was asked by the staff to perform certain services but that there was never any discussion of whether the work was covered under the contract . As the consultant stated in his letter of August 2 , 1983 , he assumed that the staff knew the work was beyond the terms of the contract . It should be noted, though, that the consultant never verbally or in writing advised the H.R.A. that this work was not covered by the contract . I have reviewed the consultant ' s letter of August 10, 1982 , which contained the two proposals. To be candid, I have great difficulty in determining the difference between these two proposals. The consultant states that from the beginn- ing, he could tell that the approved proposal would not work. This admission, coupled with his failure to notify you of excess work being performed and the vagueness of the agreement gives the H.R.A. a good legal basis upon which to deny the consult- ant ' s claim for fees. I Your consultant states that the reason he did not earlier advise you of the excess hours was because he had your "best interest" in mind . However, it would not have been necess- ary to completely stop work once he became aware of the problem. He merely could have sent a written notice advising you of the non-contract work. In fact , I believe a Court would require such a notice. There are a number of assertions made by the consult- ant which are either contrary to the terms contained in the contract or from what you have advised me are misstatements of fact. Regardless, I trust that it is not necessary at this time to enumerate on each of these items, with one exception. The consultant has argued that if for no other reason than the fact that he has saved the H.R.A. some money, he should be provided additional compensation. Again, this position is unsupported in law. The very reason that you entered into this contract was because of a belief that he could provide a service more cheaply or efficiently than the H.R.A. staff could. It is for this reason that the H.R.A. entered into this agreement and they are clearly entitled to the benefit of this bargain. IE 4725 EXCELSIOR BOULEVARD/SUITE 401 MINNEAPOLIS. MINNESOTA 55414 • ' $S12)429-5557 DENVER AREA I3O31 431•S1E3 August 2, .983 Jerrold Boardman, Executive Director Housing and Redevelopment Authority of Fridley 6431 University Avenue NE Fridley, MN 55432 Dear Jerry: Per your request, the following is a more detailed report on our activities for the Center City Project. I would like to begin by reviewing the services the HRA hired us to deliver . We were to go into each building to be acquired , interview the tenants on site, estimate the relocation compensation each could receive, search for several replacement site referrals for each, and compile individual written reports forwarding the above. If anything, our current problem is the result of our putting our client's welfare (the HRA) ahead of our own. When we com- piled our proposal, we had ample reason to assume under both alternatives that the HRA was acquiring trade fixtures, particu- larly those owned by tenants with the express right of removal . Not only had staff attended conferences where the importance of this was discussed, but we had also met with same on this very topic, along with other acquisition procedures, which we did for no cost. Therefore, we could have, when we got on site and found that fixtures were not being acquired, simply have listed them in the personal property inventories, secured moving bids, turned in our reports, and collected our money. But we didn't. Instead , We calledthe IL A_staffAnd_snet�gn this.--IDattez— We reviewed leases to determine the HRA' s exposure. We assisted with the hiring of afixture_kuraiser on short notice and facilitated his work whenever possible. We explained applicable requirements to the HRA staff and also met with the HRA on this matter. We helped negotiate _fixture_ settlements _with the tenants ; and in one case we were even forced to draw the Bill of Sale to complete the trans- Von Klug 6 Associates, Inc. Specialists in Redevelopment Relocation 1F Mr. Jerrold Boardman, Executive Director August 2, 1983 Page 2 action on schedule. Ne secognized._at. the._time_all _of_this_ was happening, particularly in relation to Lennie's and Magic Swirl, that we were expending a significant number of hours on non-contractual work. However, the _stafi_xEgvested our continual involvement; we assumes!_ the staff also knew it was non-contractual; our priority was to complete the job stasifactorily; and given all of the above to this point plus the fact that our work saved the HRA far more than our services cost, we finally assumed it would not be difficult to receive payment for the extra services rendered. Perhaps at this point we still could have turned things around to our contractual services. However, th_e. businesses__were calling us_regularly about their relocations and had seen us in an ex- tensive role which would have been difficult to reverse. Remember , evaluations are less expensive because we go in and out fairly quickly rather than establishing an on-going relationship through to the actual move. Two separate events, though, solidified our change of course. First , more ex_tensive_ site search .effprts were_requested by the HRA staff for Dr. Ryan and Community Credit. Again, this was done to minimize the HRA's total financial exposure by negating any future claims for "loss of going concern" by businesses claiming they had to terminate business for a lack of an adequate replace- ment site. As a result of our extra efforts not required under the Uniform Act, it is our opinion that the HRA can successfully defend itself against any such claims. Secondly, two businesses were put on hold, since their relocations were to be funded with CDBG _funds. The fast-track evaluation method cannot be used in that circumstance; hence our contractual reference to a tax increment project, wherein the evaluation method is allowed. The one thing that is stressed in the Uniform Act is uniform treatment of displacees within a project. It would obviously not be fair to afford complete service to two businesses and streamlined services to the rest, particularly when all are located in the same general area and being displaced for the same general project. Again, since HRA staff had attended conferences where this was stressed and we had additionally. talked_ to. staff on an individual basis.and stressed this concept, we mistakenly assumed the. staff_knew. the implications__of_ the fgnding,change. In retrospects perhaps we should_havehalted work to iron out these differences. Instead we put the HRA'_s objectives ahead- of our company' s welfare, as we at this point are "out" about $5,000, and have been carrying $3,000 under our contract since February, when we exceeded $9,000 in actual hours expended. Von Klug € Associates, Inc. Specialists in Acquisition/Relocation • Mr. Jerrold Boardman, Executive Director 1G August 2, 1983 Page 3 In March, then, we informed the HRA of the contract discrepancy via our second invoice for payment. A_copy of this billing is jQ_$ed; and we note that at n_ o time thereaft_e_r_did_staff .contact us, or egress surprise_ at_our statement that non-contractual services were rendered, or note t�iat thele •woulc3_be:any::protaem in_adjusting our _contract_for the work__actua.11y. requested by the HRA_ and subsequently completed for same. We sincerely wish the HRA would have responded to that billing if it disAgreed Pith —Pkemise, rather than waiting until an additional $4 , 930 had been expended in hourly services and we submitted our reconciliation in July. Speaking frankly, the HRA resuested additional services; we did not exceed the contract without verbal instructions _to_do_so from staff. We informed the HRA of_ the •situation_ in writing in Ysaxch� Seceived no response. It is therefore reasonable to expect payment. However, if additional justification is needed, it can certainly be found in the dollars our work ultimately saved the HRA. Each of these businesses had improved their leased sites with trade fixtures which they were entitled to remove when they vacated. The cost to move these fixtures could therefore have been correctly included in their relocation payments. However , we saw that the cost to move the items greatly exceeded their acquisition value and helped the HRA acquire them at a savings . Also given, then, for each business is the savings secured , i.e. our estimate ofthe cthee HRAst to mtoethe acquirexthees samedfixturesation, minus the amount paidby Lennie's Laundromat $76 , 000 7 , 000 Discount Battery 2 ,000 Dr. Ryan' s 6 ,000 House of Dragon 10, 000 Magic Swirl As can be seen by the listing, our pointing out this situation and correcting it saved the HRA an estimated $119, 000. 00. This does not consider the potentwhetherl tanys fsuchlactionsowerever lsuccessfuigoing which concern, regardless of were negated by our extra site searching. Our first letter requested that our original proposal of $14 , 500. 00 for full relocation services be accepted and that an additional $1,500. 00 be alloted for acquisition services. This proposed on add-on is less than the estimated 58 hours actually expended acquisition-related services. However, we seldom hit ourto maximu um not-to-exceed figures, as we build in the time necessary with people to satisfactorily resolve problems. Fridley would have been no exception, and the savings in relocation were first applied to acquisition services before determining the add-on amount. Von Klug 6 Associates. Inc. Specialists in Acquisition/Relocation • Mr. Jerrold Boardman August 2, 1983 Page 4 Also in computing the amount of add-on, we assumed delivery of some additional site search hours for Dr. Ryan's and some additional acquisition hours to review the HRA's parcel files for documentation as required for CDBG-related projects and to write a report on same. This was in keeping with our philosophy of providing complete services to our clients. For example, in the latter case, technical errors in documenting files can result in problems with present and future HUD/State funding. However, given that the HRA is reticent to secure specialized services, we would propose that our original proposal of $14 ,500 for standard business relocation services be accepted with an add-on of $500, for a total of $15,000. We will complete the written relocation claim for the last one business, Dr. Ryan' s, but will not site search any more for Dr. Ryan's or review your acquisition files and provide a written report on same. If you want either of these two non-contractual services , we will need a letter of authorization for same. Given that we saved $119,000. 00, and provided complete and uniform services to all businesses, as specified in our proposal last fall for $14 , 500, a total contract addition of $6 ,000 and a real overage of $500 is in our opinion not unreasonable. I will be glad to meet with the Housing and Redevelopment Authority to amicably resolve this matter. Sincerely, William Von Klu President sl Von Mug 6 Associates, Inc. Specialists in Acquisition/Relocation Wil WOW. Oft.. diONNb lI K44 Von Klug E Associates, Inc. 4723 EXCELSIOR BLVD/SUITE•O1 MINNEAPOLIS.MN 514111j 111121 s2�•sss7 INVOICE DENVER AREA 1!031113s 1- 1� March 23, 1983 Sousing and Redevelopment Authority of Fridley Attention: Jerrold Boardman, Executive Director 6431 UniversityAvenue N.E. Fridley, MN 55432 RELOCATION SERVICES FOR CENTER CITY PROJECT Payment is requested in the amount of $3,000. 00 for relocation services for the Center City Project. This repre- sents 67 percent of the total original contract amount, and the percentage of completed services exceeds 67 percent. It should be noted that the original agreement specified different services than those which have been and are going to be required. This situation is current- ly under review, and a contract adjustment may be requested. At this time, though, Von Klug i Associates is definitely due another payment for its services to date. $3, 000.00 TOTAL AMOUNT DUE • Specialists In Redevelopment Relocation 1 1 ii 4725 EXCELSIOR BOULEVARD/SUITE 401 MINNEAPOLIS. MINNESOTA 55416 1612/929-5597 DENVER AREA 1303 431-5123 July 27 , 1983 Jerrold Boardman, Executive Director Housing and Redevelopment Authority of Fridley 5431 University Avenue NE Fridley, MN 55432 Subject: Agreement for Professional Services dated September 17 , 1982 Center City Project Dear Jerry: Back in August, 1982 , when our company discussed alternatives for our services for the above-referenced project , twoproposals were given. One was for a fast-track approach, app when the work can be done before the businesses are ready to move and when no Federal (HUD) money is used to finance a por- tion of the project. The other was for standard relocation services . No acquisition services were included in either alternative. The prices quoted were $9, 000 and $14 , 500 respect- ively; and a copy of our letter in this regard is enclosed for your easy reference. The HRA chose the streamline option; and the second enclosure is our contract for services. The third enclosure is our alternate contract for standard services. As you can see, our work has been the standard scope, not the streamlined method. This is our problem. To date, we have been paid the first two installments under our contract totalling $6, 000, leaving a balance owed of $3 , 000. However , as of May 30 , we have expended 335: hours, which at $40.00 an hour equals $13 ,410. This is obviously m o te cinaline with the proposal for standard services as well, p arconsidering that our work is almost exampleanwethat negotiatedcforstheor services were also rendered sale of fixtures to the agency, counseled on the cancellation 'eases, prepared Notices of Displacement, and drew Bills of Sa Von Klug 6 As4i1ciates, Inc. Specialists in Redevelopment Relocation ( Jerrold Boardman, Executive Director July 27 , 1983. Page 2 You might remember back to the start of our work that it never was possible after our agreement to implement the streamlined method. First, some parcels were released to us for immediate work and the businesses were already planning their actual moves, which naturally increases the amount of assistance they ask from the agency or in this case, us. This is why the stream- lined method is only practical before the businesses are ready to move. Second, some were displaced with HUD money. The stream- line approach is not accepted by HUD and use of two different methods within the same project area results in non-uniform treat- ment among the affected businesses. Therefore, all were afforded the standard, full, on-going assistance program, not just those displaced by HUD monies. Finally, the streamlined procedure does not provide an extensive referral search for each individual business, as does the standard contract. The HRA asked us to continue to provide referrals for several of the concerns in the area to assist with their reestablishments. As noted in our letter of August 10, the major advantage to the standard method is "that the businesses affected would have available to them members of our staff to assist them, from the execution of the contract until displacement , to determine costs and alternatives to their special needs. The possibility of persons claiming inadequate assistance from the city in the relocation process is nil under this procedure. " Also as noted , the major disadvantage is the cost to the HRA. It is unfortunately not possible for us to provide standard services at the streamlined cost. We are therefore asking for an increase in our contract amount to $16 , 000 , which is the sum quoted last fall for standard services and an allotment for the acquisition services provided and for one review of your acquisition files in the future for compliance with HUD regulations. If agreement can be reached on the above, the last detail is how to make payment for services from September through May for actual hours expended. Normally, we send a monthly invoice giving the dates services were rendered, a brief description by the day, and the number of hours (by quarter hours) expended each day detailed . However , in this case, with 335+ hours expended it would be a hardship for us to detail out all these hours. On the premise that you are generally familiar with the services we have rendered, we would propose to compile a monthly summary instead of a daily one which would highlight the major work activities and note the total hours expended for each monthly period. With so much money outstanding, I am sure you can understand that I am anxious to resolve this matter. I will be glad to meet with you and the HRA if you wish to answer any questions or clarify any Von Klug 6 Associates, Inc. Specialists in Acquisition/Relocation Mr. Jerrold Boardman, Executive Director July 27 , 1983 Page 3 of the above if necessary. Thank you for your assistance and cooperation. Sincerely, A' t1 ton Klug President sl Enclosures Von Klug 6 Associates, Inc. Specialists in Acquisition/Relocation 11 Monthly Summary of Time Fridley Center City Project Each month the following general services were delivered: 1. Telephone calls with businesses 2. Telephone calls with HRA Executive Director 3 . Staff update/coordination discussions 4 . Filework 5. Weekly perusal of MLS commercial listings for site search The remainder of this Summary notes the areas in which services were concentrated each month and the total monthly charge for general and specific services. August , 1982 2 Hours Begin project set-up in office $ 80 . 00 September , 1982 22 .75 Hours Complete file set-up; meet with project appraisers; conduct initial meetings with Lennie' s, Fridley Auto, and Community Credit; site search for Lennie' s $ 910 . 00 October , 1982 62 .25 Hours Meet with Magic Swirl , House of Dragon, Community Credit , and Lennie' s; meet with appraisers , HRA Attorney, HRA Executive Director , movers, and Lennie' s on Lennie' s negotiations; work on written monetary claim for Fridley Auto; site search for Lennie' s, Magic Swirl , House of Dragon, and Community Credit; meet with movers on other businesses (besides Lennie' s) $2 , 490. 00 November , 1982 80.75 Hours Negotiate with Lennie ' s, in- cluding meetings with all parties detailed above in October; present report to Fridley HRA; work on written monetary claim for Fridley Auto; concentrate on site search and claim work for Community Credit; remain in contact with all businesses and HRA; site search for most busi- nesses and meet with them on same $3 ,230. 00 Von Klug 6 Associates, Inc. Specialists in Acquisition;Relocation -2- ]!J December, 1982 11.50 Hours Meet with Fridley Auto; write House of Dragon; site search $ 460. 00 January, 1983 14.75 Hours Concentrate on Magic Swirl, in- cluding the sale of its fixtures to the HRA and the problems associated with this case; meet with the business at least twice on same; prepare Bill of Sale for its fixtures $ 590. 00 February, 1983 62. 00 Hours Concentrate on Dr . Ryan' s, House of Dragon, and Discount Battery; complete and submit written monetary claims for Discount Battery and for House of Dragon; site search, par- ticularly for Dr. Ryan' s, House of Dragon, and Community Credit $2 , 480. 00 March, 1983 30. 25 Hours Work on direct moving costs for Magic Swirl , including bids by commercial movers; draft letters to Community Credit; meet with HRA Executive Director on leasehold improvements; site search for re- maining businesses $1 , 210. 00 April, 1983 38 . 50 Hours Concentrate on replacement sites for Dr. Ryan; meet with business on same three times; also site search for Community Credit during the month $1 , 540. 00 May, 1983 10.50 Hours Work on written monetary claim for Magic Swirl; update with re- maining businesses; work with Community Credit on its direct moving costs $ 420. 00 June, 1983 13. 00 Hours Finish monetary claim for Magic Swirl; begin writing one for Community Credit; meet with both of these businesses; site search for Dr. Ryan' s and draft letter to same; evaluate contract status $ 520. 00 TOTAL EXPENDED TO DATE $13 , 930. 00 PAYMENTS TO DATE $ 6, 000. 00 BALANCE REQUESTED FOR PAYMENT $ 7 , 930. 00 Von KIue 6 Associates, Inc. Specialists in Acquisition/Relocation 2 THE CITY OF r ----ElJmeir HOUSING " ; ` � -' and .. • ( . REDEVELOPMENT ...u.. MEMORANDUM .. AUTHORITY 4 k 3 iii FRIDLEY FROM EXECUTIVE DIRECTOR MEMO NO. 83-69 DATE September 1, 1983 TO ACTION INFO. SUBJECT Housing & Redevelopment Authority X IDB Request for Assistance for New Faciltiy at 40 77th Avenue N.E. We have been successful in attracting Johnson Printing & Packaging Company to Fridley. They have acquired the option on the property at 40 77th Avenue N.E., where they plan on building a 100,000 sq. ft. facility with approximately 100 employees. We are still working on the details of the project which will be discussed at the September 8, 1983 meeting. Attached is a location map of the property that they have optioned. JLB/de 2B ,-/1 it oo . r 30, 24 R FR/DLEY • 6 ,sire LOCATION U U I NE ORNER __, �EC. /D *or• 1 9... W. .-4 J , . ,� - - ..(0) - L 1 %�t Agog) o ���� .,. .. v=, .•� . ��� (. .,•, _timi 19 � t� '.� o -s• 7 7 O 7. 5 c (l! k,:°' . A I . Iv .... 4\ ,-'1r 0) C p q q C ��: ; , %; ,9 5 es) (V.'o) (�) /4 'co 'rR% \ A , O�V`• . . 43 N_ SIA 'I �' ;`I 6 1 I i I I 1\IQ) ,A,X4 I k . .. i t::,:2, 2 ' ''''-- /1/ ‹ 13 ea.. o acro) % N ,o.t• by7.2, i 0- . .:-. ei- --‘,,40.0. 220 \i ,, Iff. Or.is _ TT • i 3 HOUSING AND REDEVELOPMENT ADMIX= MEMO NO. 83-58 PROS: JERRY BONNIUM, Hx(ITriVB DIRH4`m a' BRA SUBJECT: PROPOSED ('iICel BY ST. PHILIP'S HUMAN SERVICW, INC. DR2E: JULY 14, 1983 I have been approached by Howard Helgen of St. Philip's Human Services, Inc. on the possibility of their entering into an option agreement for the Moore View Project property with Max Soliterman. Mr. Helgen has discussed this with Max and has come to a tentative agreement on an overall purchase price of $300,000 ( per sq. ft.). It is my understanding that Max has agreed to correct any oblens with the soil for the project as part of the proposed agreement. 2.0(r After discussing this with Mr. Helgen, I met with Virgil Herrick and JoAnn Wright (CMG co-ordinator for Anoka County) to determine what the overall effects of the option would have on the "right-of-development" agreement of the HRA and the CDBG Funds committed by the City Council for the project specifically as it relates to the purchase agreement not based on an appraisal of the property. Ms. Wright stated that there are no problems with the use of CDGB Funds in regard to an appraisal since the option would be entered into by a private organization and not a public agency. An appraisal is only required when purchasing entity is a public agency. The CDBG Funds could be given directly to St. Philip's Human Services, Inc. to assist the project based on the purchase agreement. Mr. Herrick also noted that the HRA can use tax increment finance funds to purchase property without appraisals and can give funds directly to St. Philip's Human Services, Inc. However, the Housing Authority has, in almost all cases, approved acquisition or negotiation for acquisition based on an appraised value. If St. Philip's Human Services, Inc. enters into an option agreement with Mr. Soliterman, they have essentially removed the BRA from the direct acquisition of the property. The assistance that they would be requesting then would be a direct payment of funds to them so that they could acquire the property frau Max directly. St. Philip's Human Services, Inc. has made it clear that they will not be able to put any money in land acquisition in order to make the project feasible. They also feel that the option would give them maximm consideration for BUD approval of the project. JB,/bd cc: Nasim Qureshi John Flora Sid Inman 3/0/19/6 3A August 11, 1983 Ms. Judy Lee St. Philip's Human Services, Inc. 6180 Highway 65 N.E. Fridley, MN 55432 Re: Redraft of the right to develop 202 Project in Phase III of the Fridley Moore Lake Redevelopment District Dear Ms. Lee: The Fridley Housing and Redevelopment Authority, at their August 11, 1983 meeting, approved the redraft of your request for right to develop a portion of Phase III of the Moore Lake Redevelopment District. This approval is based on your option on the property presented to the HRA on August 11, 1983 as well as your preliminary presentation to the Housing and Redevelopment Authority on May 12, 1983 for the minimum development of a 40 unit elderly/handicap housing project. This approval is also contingent upon the following factors and these contingencies shall only be removed by decision of the Fridley Housing and Redevelopment Authority. 1. That St. Philip's Human Services, Inc. proceed to work on the submission of a 202 Application to the Department of Housing and Urban Development. Approval of the site plan by the HRA will require St. Philip's Human Services, Inc. to proceed on a schedule of work leading to contract documents which shall be entered into no later than April 1, 1984 , with financing committment for construction to begin in October, 1984. This time period will be extended only by approval of the HRA. The schedule of work shall be jointly established by the HRA and St. Philip's Human . Services, Inc. upon acceptance of this selection. Each party shall keep the other informed of potential problems and delays. If, in the opinion of the HRA, St. Philip's Human Services, Inc. is not proceeding in a timely and positive fashion, if financing and scope of the project is substantially changed from the preliminary proposal, or if the application submitted to HUD for this project is denied, the HRA may withdraw this selection. 2. That the selection herein given allows St. Philip's Human Services, Inc. exclusive rights within the law to promote study and plan for the redevelopment of that portion of land area in Phase III, generally described as follows: 3B Page 2 St. Philip's Human Services, Inc. August 11, 1983 The Southwest corner of Central Avenue NE and Rice Creek Road NE also described as that part of Lot 17, Auditor 's Subdivision No. 88 being that part of the Southwest quarter of Section 13, T30, R24 Anoka County. (Approximately 2.92 acres) 3. That the HRA shall guarantee, in support of the option agreement that St. Philip's Human Services, Inc. has entered into for the purchase of the property, that they shall provide assistance for that acquisition in the amount of $2.20 per square foot. (Approximate value $279,829 for 2.92 acres) This does not, however, preclude St. Philip's Human Services, Inc. from requesting additional assistance from the HRA for soil correction or other needed public improvements. Nor does it obligate the HRA to commit additional sums. The total HRA assistance, including future cammittments, shall not exceed $320,000 or that value of tax increments generated based on the development of 40 units with a building value of $1,360,000, paying an estimated $47,649 in taxes. In no way does this right of development obligate St. Philip's Human Services, Inc. to expend any funds for land acquisition. Other reasonable and legal alternatives for public assistance available to the developer shall be explored by the HRA. These funds may be available to write down additional costs on the project. These funds include, but are not limited to, CDBG funds, additional tax increment funds from the overall district, delayed assessments, donations, etc. 4. That St. Philip's Human Services, Inc. agrees to provide the HRA and its staff such plans and financial projections as necessary as determined by the HRA to allow for accurate land use analysis, site plan analysis, financial analysis and legal analysis. 5. It is understood and agreed by St. Philip's Human Services, Inc. that this selection may be terminated for cause or in accordance with the terms of this document by the HRA at any time prior to the execution of the contract documents and that St. Philip's Human Services, Inc. agrees to hold the HRA harmless for any damages or expenses incurred by St. Philip's Human Services, Inc. under this selection. Please sign a copy of the letter enclosed and return it to me so I know that you have received and understood the conditions laid out by the HRA and will proceed in a timely manner toward final action between yourself and the Fridley HRA. 7(` Page 3 St. Philip's Human Services, Inc. August 11, 1983 If you have any questions or if I can be of any assistance to you, please feel free to call me at 571-3450. Sincerely. Jerrold L. Boardman St. Philip's Human Services, Inc. Executive Director Representative Fridley Housing and Redevelopment Authority By JB/dw 7 �pOW:.•L w wicc /�O 436�LAKE•15" ; , Z/ �I /A �` w W ,����t 'i 0 43.5tCO 430 Z1, g 3g/ 0 2� �(k/ ,z , . VJ ,s,,r � 00/�� ,, o 32: 3 9 ° � o� `" z " O 3y N o �, 6 a f'o ,SI IG �i ss` ^ %jai s6 '�t3� ; Q ovnor/ Co) ry �L 3/f 4303 o /B o /4 � 4 ': (400) • 1 /p � c °` Asa .re; . �7S I is : ,.m 1 • c . i .� : :„„ F. 63p .I X ..., 06 0 7 --.;�.i .� �II A C N /.- c, I� ♦ 0K: •e . r'o til 1 .. i/93.' "6B 4 0 ,4.-c._�'R— _ •0 —i .-t---�; v$� ��. -'tom A V "s.' �,to'' . ' --- big' (, .j -C i3o" e.T. ;' 11 b �j1J '�7 . : �' ars • �� Io1L °21O�b; • j 6 •f' to 4 00 �'9s i r,s r ; f. •1 Zig 844 �� -� 5 ,A0�7. iii; �2�► s �' 1 Dirt 2 —� yr'• Ck 30, ."" 4 c 3 �/ "...vs . wsk, ',' '1 i _c , 4C. 1 I., ! Z. __ 1 bZN 3 , [ < lj • • , I evo� :O ��� : ---ft' 29 I�oa° AUDITORS 10-., • 1.2 r t 1 6 \tji, (200 ‘ '.i =....� 1 ' • ' ' -,„ -3A1.rrEkrmA�J � b1' i 3l." -41 11 / If I I �.. X19 ..ii. `� — m,Ax saiirr, :A6A)' w toll - Z 1.," /BOO)\ • C"•, 4r,o/Aveve • ; . LI - "Ns o.rfa�.r/.•r . _i_ t, , t) ,, I : 1 N . . , i \ N ' s'' A BD.t'i: . ...; i N P i SE P3 • % s� 4, 007 i-J r - 17 33' t s� �; � (h' I �`' `` GARY ': -IS ': AFecE ( ao ® ... 0�9� ! • E o k. ; _� I• rso RAYMoND 2.6.tl .t?.A 'at ' '� `y'` 6,...3.-..7‘.%A.:-..4:644144., cd,offiis/er o 61_1110 .1 .h 1 ; ,i.,1-2..„, v \u so its.-_, `4 �� r r z 3 � I ffJAr,60N ,h,u• 17i. , ' X41 Peter I eta'C�st�irt, C. '! I {V / 1, ( - 4.-v r • [olf414E �F.+AfT z r '-9° A 0.9'0 ndT 4id e.)z . 4. • 2 �; ,•� (,olo f • f` r� , :::.., 3 r1• r�o ,orfs �� ^r i . I i\.___ j'::,‘ I.,.V ir I ......j g. .. - ..-....."1""sj.%. . . .Z • .. .. ' . . • A C-9—InN2hv r -i'-i • r ( - r • —rte . ...„,4s;t.,.a.;....----.--..UM... ARM —a .. -.I.) • so- p . • .. ... . .., ., • •:. _ . ,.. .... r '. . ' .' . .. I : aq,A1?„ 11 11. f... 1 * . • 4. �'t 1 J .ellrr.,.,„,-..,• Ir • 44016 Vá, jr.,4 4 . , . • imailivirittc. 40,, 1, , .• , • a ,\ Nil... _i )......__ • t C -0' `ham: W.: a 6 dll !p 1-4-1111,,k, .....s..• r irojr-viis,.....‘ re IIIP • � a \ 'IT: 2.N%./4 \\ HERRICK & NEWMAN, P.A. VIRGIL C. HERRICK ATTORNEYS AT LAW 6279 UNIVERSITY AVENUE N E DAVID►.NEWMAN FRIDLEY. MINNESOTA 55432 JAMES E. SCHMECK►E►ER 571-3850 August 18, 1983 Mr . Jerrold L. Boardman Executive Director Fridley Housing and Redevelopment Authority Fridley City Hall 6431 University Avenue Northeast Fridley , Minnesota 55432 RE: Community Credit Co . Dear Jerry: Enclosed please find a copy of a letter that I received from Mr . Brian J . Hurd . Please note that they have agreed to settle the claim for leasehold damages for the sum of $16 , 802 . 00 . I would suggest that the HRA accept this offer . Please send me a copy of the settlement agreement that you have been using or that you propose to use for Community Credit Co . , so that I might forward the same to Mr . Hurd . If you have any questions , give me a call . Sincerely, VCH : JJH Virgil C. Herrick Enclosure „ co...1.4s /IA ty1y \ ctNsJCOMMUNITY CREDIT CO. EXECUTIVE OFFICE 3101 West 69th Street Edina,Minnesota 3S435 Phon..920.9270 August 12, 1983 Mr. Virgil Herrick HERRICK & NEWMAN, P.A. 6279 University Avenue N .E. Fridley, Minnesota 55432 Re: Fridley HRA vs . Community Credit Co. Dear Mr. Herrick, We disucssed by telephone the terms under which Community Credit Co. would agree to settle the lawsuit. Under the terms , we would receive the following amounts : Leasehold fixtures & improvements $12,752 . 00 Leasehold damages 3 ,750 . 00 Appraisal fees 300 . 00 $1b,b02 . 00 We would specifically reserve our right, however, to claim further amounts for relocation and related expenses which are not covered by the payment for fixtures and improvements. Our offer is also contingent upon our approval of the form of any document that you require us to sign in connection with the payment for fixtures and improvements . Please communicate our offer to the HRA and advise us of their response. Since the hearing before the Commissioners is scheduled for September 7th, it will be necessary for us to begin preparing for the hearing during the week of August 22nd . Yours truly, � • Brian J. 'Hurd Law Department BJH:sz 5 11415 CITY OF 4 7----Jimeir HOUSING •• Aend ,� .,. I . € :c DO • REDEVELOPMENT ..,� MEMORANDUM (\\Nt AUTHORITY ::000 *OD DOD • E 6 3 FRIDLEY .....ft FROM EXECUTIVE DIRECTOR MEMO NO. 83-56 DATE August 5, 1983 TO ACTION INFO. SUBJECT HARDWARE BUILDING Housing & Redevelopment Authority This item has been continued for a number of meetings since the request from the Lions Club for use of that building. I feel that it is essential to discuss the use of the building so that I can respond to the Lions on the direction of the HRA. As indicated to you at prior meetings, the leasing of the building for short term retail at $3 per sq. ft. will be very difficult . We have talked to Jim Benson of Benson & Malkerson who does commercial leasing in this area. He indicated that the market for that size of space is nearly non-existant. JLB/jh 6 THE CITY OF j. L ... HOUSING I �, and •• (4,1111. REDEVELOPMENT MEMORANDUM AUTHORITY :_• E k ••• FRIDLEY •"'"• • FROM EXECUTIVE DIRECTOR MEMO NO. 83-70 DATE September 1, 1983 TO ACTION INFO. SUBJECT Housing & Redevelopment Authority X HRA Newsletter As was discussed with each of you on the phone, we will be developing a newsletter/yearly report for the HRA to mail out to Fridley residents on HRA activities. We hope to have a rough draft for your review and approval at the September 8, 1983 meeting. JLB/de - _ - . - ..... 3 • H 0 0 0 0 N H J Y J J J Y J Y 1 Y J is J Y .1 Y J •d .� i J t U 0 t t U t U t U t U t U t u a a a t u t W 3 s 3 0 3 I 3 1 3 • 3 1 0 1 3 I 3 3 3 0 I 3 V Z • Z ! Z • Z • Z • _ • Z • Z • Z Z Z Z • _ U t OF • t t a • t • t • t • t • t • t t 0 t • t V N Z • Z Z Z • Z • Z • ! • Z • Z • Z Z Z Z • Z t N D. W Z M 0 e • o5 0 is. o • • a. Z N M N N M M N 0 N N N N N N •• A A A A A A A 0 A A A A A A • • • • • • • • • I 1 t • I • • • • • • • • O • N N N /y O M N M N N M 111 0 M M M N M 0 Z A A A A A A A 0 A P. A A A A A a I a a a a a s a 0 a 0 o Z A 0 0 0 0 0 0 P 0 A N • 0 A 9 M M M N M a M 0 • in N N •n .. 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