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01-20-98 agendaCITY OF RICHFIELD TUESDAY, JANUARY 20, 1998 REGULAR HOUSING AND REDEVELOPMENT AUTHORITY MEETING 7:00 P.M. AGENDA CALL TO ORDER APPROVAL OF MINUTES OF REGULAR HRA MEETING OF DECEMBER 15, 1997 1. OPPORTUNITY FOR CITIZENS TO ADDRESS THE HRA ON ITEMS NOT ON THE AGENDA 2. ELECTION OF HOUSING AND REDEVELOPMENT AUTHORITY OFFICERS FOR 1998 HRA LETTER NO. 1 3. DESIGNATION OF HOUSING AND REDEVELOPMENT AUTHORITY ACTING EXECUTIVE DIRECTOR FOR 1998 • HRA LETTER NO. 2 4. DESIGNATION OF HOUSING AND REDEVELOPMENT AUTHORITY OFFICIAL NEWSPAPER FOR 1998 HRA LETTER NO. 3 5. CONSIDERATION OF RESOLUTIONS DESIGNATING OFFICIAL DEPOSITORIES FOR HOUSING AND REDEVELOPMENT AUTHORITY OF RICHFIELD FOR 1998, INCLUDING APPROVAL OF COLLATERAL HRA LETTER NO. 4 6. CONSIDERATION OF STATUS REPORT AND PRESENTATION OF NEW DEVELOPMENT CONCEPT FOR 7600 BLOCK OF LYNDALE AVENUE HRA LETTER NO. 5 7. CONSIDERATION OF CONTRACT WITH JULIANNE MANSHIP FOR FIFTH YEAR OF COMMUNITY APARTMENT PROGRAM 0 HRA LETTER NO. 6 8. CONSIDERATION OF STATUS REPORT ON RICHFIELD FLORAL AND NURSERY'S PROPOSED PURCHASE OF 817 EAST 66TH STREET HRA LETTER NO. 7 9. CONSIDERATION OF RESOLUTION AUTHORIZING PURCHASE OF 7520 COLFAX AVENUE UNDER RICHFIELD REDISCOVERED PROGRAM HRA LETTER NO. 8 10. CONSIDERATION OF RESOLUTIONS RELATED TO RICHFIELD REDISCOVERED NEW CONSTRUCTION PROGRAM, CYCLE V HRA LETTER NO. 9 11. CONSIDERATION OF APPLICATION TO MINNESOTA HOUSING FINANCE AGENCY FOR 20 RENTAL ASSISTANCE FOR FAMILY STABILIZATION VOUCHERS HRA LETTER NO. 10 12. EXECUTIVE DIRECTOR REPORT 0 13. CLAIMS AND PAYROLL ADJOURNMENT Auxiliary aids for individuals with disabilities are available upon request. Requests must be made at least 96 hours in advance to the Administrative Services Director at 861-9702. 0 HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter No. io Agenda January 20, 1998 Issue Statement: Consideration of making application to the Minnesota Housing Finance Agency (MHFA) for 20 rental assistance for family stabilization vouchers (RAFS). Background: Community Need: A focus of welfare reform has been providing opportunities for recipients to become economically self sufficient. Barriers to self sufficiency are housing, daycare and transportation costs. There are approximately 3,000 Minnesota Family Investment Program (MFIP) clients currently living in the southwestern suburban Hennepin County area. Approximately 161 MFIP clients are participating in a self sufficiency program with Richfield Hennepin Technical College (HTC). It is anticipated this number will increase to 500 by June 30, 1999. Of the 161 MFIP clients currently in the program, approximately 30 clients live in Richfield. The majority of them are not receiving any housing assistance. Some are on a waiting list for Section 8 but will have a three to five year wait. Rental Assistance for Family Stabilization (RAFS): • RAFS is a 36-month transitional rental assistance program funded by the State of Minnesota. Established in 1992, the RAFS program provides rental assistance of $250 per month to qualified families. (Those on MFIP must maintain a satisfactory rating in the self sufficiency process). Minnesota Family Investment Program (MFIP): MFIP replaces the program formerly known as Aid to Families with Dependent Children (AFDC). MFIP has many of the same components of the AFDC program, with a built in self sufficiency component. Richfield - Hennepin Technical College Employment and Training (HTC): Established in 1978, HTC is located at 7145 Harriet Avenue and is a division of the State College System. It offers job training and placement services to low-income residents. In 1988 they began administration of PATHS/STRIDE, now known as MFIP. Effect on Richfield Section 8 Department Staff/HRA: The current staff of three could handle the administration of 20 RAFS vouchers without diminishing the quality of service to 315 Section 8 clients and 300 applicants without being a burden to staff. Financial Benefits to the HRA: • The HRA would receive $40 per unit in administrative fees for each family that participates in RAFS. This per unit fee will cover all administrative costs. This would potentially increase Section 8 funding by $9,600 per year. Recommended Motion: Authorize the submittal to MHFA of an application for 20 RAFS vouchers. Basis of Recommendation: 1. Self sufficiency is a significant component of welfare reform. 2. A significant barrier to self sufficiency is housing costs. 3. The RAFS program will help current Richfield residents become economically self sufficient by reducing their housing costs. Alternative Recommendation: Defer submitting an application for RAFS vouchers. Discussion/Decision Mode: The application deadline to MHFA is February 13, 1998. Respectful y submitted, James D. Prosser Executive Director JDP:cak n U HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter No. 9 Agenda January 20, 1998 Issue Statement: Consideration of the proposed approval of Richfield Rediscovered New Construction Program, Cycle V: • Modification to Redevelopment Project Area A • Modifications to Tax Increment Financing District Nos. A-1, A-2, A-3, and A-4 • Establishment of Tax Increment Financing District No. A-5 (a redevelopment district) • Modification to Redevelopment Project Area B • Modifications to Tax Increment Financing District Nos. B-1, B-2, B-3, and B-4 • Establishment of Tax Increment Financing District No. B-5 (a redevelopment district) (An explanation of the above alpha-numeric system immediately follows this letter.) Background: Over the past several years, Richfield Rediscovered New Construction Program Plans have been modified in order to provide for the clearance of small, substandard houses and make available vacant lots for the construction of larger, market-rate, single family homes in the community. The Richfield Rediscovered New Construction Program continues the goals and objectives originally set forth at program inception in 1990. The Cycle V program is specifically aimed at: • providing a composite list of 82 qualifying, candidate properties for potential acquisition; • purchasing and demolishing nine substandard properties during 1998; • • providing for the construction of at least nine new homes valued at an average of $135,000 (the average value of new homes built in 1995 and 1996 was $146,000); • generating land sale proceeds as a source of program revenue; and • continuing to provide new, larger single family and townhome opportunities to potential residents and to current residents who want to remain in Richfield. Initial purchases in Cycle V will be made with Development Fund revenues. Later this year an alternative funding program will be presented as Development Fund revenues will no longer be available. The Redevelopment Plans and Tax Increment Plans under the current proposal are attached for review. The following is a summary of these plans. It is encouraged that the maps, budgets, and cashflows contained within the plans be reviewed in conjunction with this summary. Modification of Redevelopment Project Area Plans for Project Areas A and B: ? Project boundary expansions to both project areas to include qualifying parcels that lie near Crosstown Highway 62 for Project Area A and near Penn Avenue and 66th Street for Project Area B. ? Identification of 46 scattered sites within Project Area A and 36 scattered sites within Project Area B, for a total of 82 properties which are qualifying, substandard candidate properties for acquisition and redevelopment. Modification of Tax Increment Financing District Nos. A-1, A-2, A-3, and A-4 and Tax Increment Financing District Nos. B-1, B-2, B-3, and B-4: ? A "housekeeping" measure to bring these specific plans into alignment with Hennepin County's tax increment lists and the State Auditor's annual tax increment reports, as well as simplify internal management of program properties. Establishment of Tax Increment Financing District No. A-5 (a redevelopment district) and Tax Increment Financing District No. B-5 (a redevelopment district): ? Creation of two new scattered-site, tax increment redevelopment districts (District A-5 within Project Area A, and District B-5 within Project Area B) whose terms are not to exceed 25 years. ? Creation of two new lists of qualifying properties --- 46 properties for Tax Increment District A-5 and 36 properties for Tax Increment District B-5 - - totaling 82 properties from which to draw that could effectively provide for the construction of 85 new single family, market rate homes (three double lots are included), depending on funding sources. ? Establishment of new tax increment expenditure budgets. In order to implement the proposed program, the attached resolutions must be adopted by the HRA. Each resolution provides for the: 1) approval of the redevelopment plans, as modified; 2) approval of the establishment of the new tax increment financing districts and adoption of the tax increment financing plans related thereto; • 3) referral of these documents to the Planning Commission for review and comment at with regard to conformity to the Comprehensive Plan of the City; and 4) referral of these documents to the City Council for consideration, public hearing, and proposed approval. Recommended Motion: Adopt the three attached resolutions which: A) Approves Modification to the Redevelopment Plan for Redevelopment Project Area A; establishes Tax Increment Financing District No. A-5 (a redevelopment district); and creates a Tax Increment Financing Plan for Tax Increment Financing District A-5. B) Approves Modification to the Redevelopment Plan for Redevelopment Project Area B; establishes Tax Increment Financing District No. B-5 (a redevelopment district); and creates a Tax Increment Financing Plan for Tax Increment Financing District B-5. C) Approves Modifications to the Tax Increment Financing Plans for Tax Increment Financing Districts A-1, A-2, A-3, A-4, B-1, B-2, B-3, and B-4 (all redevelopment districts). D) Requests the Planning Commission to review the redevelopment plans and tax increment financing plans and find the plans and property acquisitions and dispositions to be in conformance with the Comprehensive Plan of the City at their meeting of January 27, 1998. 0 E) Requests the City Council to hold a public hearing on February 23, 1998 and consider the redevelopment plans and tax increment financing plans for final approvals. Basis of Recommendation: 1. The Richfield Rediscovered New Construction Program continues to be a- successful program in the community which clears small, substandard houses and provides vacant lots for the construction of larger, market-rate, single family homes in the community. 2. Richfield Rediscovered is a proven redevelopment program yet requires the modification of its plans from time to time in order to provide updated lists of qualifying properties and tax increment budgetary considerations. 3. The Planning Commission is required to review the proposed plans and any modifications thereto in order to make a finding with regard to the conformity of the plans, land acquisition, and disposition to the Comprehensive Plan of the City. 4. The HRA's development consultant has prepared the plans in conjunction with legal counsel's review and found them to be in compliance with existing law. Alternative Recommendation: 1. Modify the proposed program. 2. Delay action until a future time. • Discussion/Decision Mode: The proposed modifications to existing plans and creation of new plans are being processed to provide new updated candidate property lists for construction opportunities for the 1998 construction season. The Cycle IV lists were approved in 1995. As in the past, the HRA will be requested from time to time to approve the purchase of specific properties. Respec Ily submitted, #eciv?e Prosser Director JDP:cak W a z 0 x A O U A W w U s 0 RZT V V Q L ? BD C ? C ? r. ? ? a e a ? G n n lnEploa Q= aRoa?K 00 c? rsp- q uuaa eV saxiag 0 0 0 o, 0 0 0 a ? aI 0 0 I of 0 ? ? r r J ? (A 'aAV 'aAFT uo??Oo TT 'aAV IR tiI a -.V p-w 1-?1 C/Z ?M W A -aAv INTO •aAv lunm rOr? v1 M?1 A 'aAV a10F M an?r 3PIo9' C3 .11v t Cd u V (Q V v C C u v ?, A ? z ? oG '_ II i • I -AV qgI -AVPUU JOd <z an? ?anoactl 00 ,-1 ,AV ;D"Xli'j V u 0 O Ip 0 O O 0 0 0 m 0 0 0 0 'axv =ad o 0 0 0 0 .r •aAF7 saxSax -JAtI SJ]LJax w 3 y rn U EXPLANATION OF ALPHA-NUMERIC ORGANIZATIONAL SYSTEM RICHFIELD REDISCOVERED The Richfield Rediscovered New Construction Program is organized alpha-numerically because of its cyclical nature. The original program established two redevelopment project areas, Project Area A and Project Area B. The properties which are purchased during any given cycle become the tax increment district for that cycle. Cycle I began when the program was initiated. Properties purchased from the approved plan lists became the tax increment district for that cycle, thus the designation A-1 and B-1. If the current proposed modification is approved, the properties purchased from the two lists of potential candidates in the documents would be designated as Tax Increment District A-5 and B-5. The next two pages are copies of maps which appear in the plan documents. The first map shows the A and B project areas (And also the two proposed areas of enlargement). The second map identifies by dots the potential list of 82 candidates (46 in A and 36 B). All of the properties purchased as part of Cycle V will be designated A- 5 or B-5. 40 HRA RESOLUTION NO. RESOLUTION MODIFYING REDEVELOPMENT PROJECT AREA "A" AND ADOPTING THE MODIFICATION TO THE REDEVELOPMENT PLAN RELATED THERETO; ESTABLISHING WITHIN REDEVELOPMENT PROJECT AREA "A", TAX INCREMENT FINANCING DISTRICT NO. A-5 AND ADOPTING THE TAX INCREMENT FINANCING PLAN RELATED THERETO; ALL RELATING TO THE RICHFIELD REDISCOVERED NEW CONSTRUCTION PROGRAM WHEREAS, it has been proposed that the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (the "HRA") adopt the Modification to the Redevelopment Plan for Redevelopment Project Area "A", establish Tax Increment Financing District No. A-5, and adopt the Tax Increment Financing Plan related thereto, (collectively, the "Program and Plan"), all related to the Richfield Rediscovered New Construction Program, and all pursuant to and in conformity with existing law, including Minnesota Statutes, Sections 469.001 through 469.047, and Sections 469.174 to 469.179, inclusive, as amended, all as reflected in the Modification to the Program and Plan and presented for the HRA's consideration; and WHEREAS, the HRA has investigated the facts relating to the Program and Plan and has caused the Program and Plan to be prepared; and WHEREAS, the proposed developments as described in the Program and Plan, in the opinion of the HRA, would not reasonably be expected to occur solely through private investment within the reasonable foreseeable future and, therefore, the use of tax increment financing is deemed necessary; and WHEREAS, the HRA has performed all actions required by law to be performed prior to the adoption of the Modification to the Program and Plan, but not limited to, notification of Hennepin County and School District No. 280 having taxing jurisdiction over the property to be included in Tax Increment Financing District No. A-5, notice of a potential redevelopment district to the local county commissioner, a request for review of and written comment on the Program and Plan by the City Planning Commission, and a request that the City Council schedule a public hearing on the Program and Plan upon published notice as required by law. NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment Authority in and for the City of Richfield as follows: 1) The HRA hereby finds that Tax Increment Financing District No. A-5 is in the public interest and is a "redevelopment district" under Minnesota Statutes, Section 469.174, subd. 10 (a)(1), and finds that the adoption of the proposed Program and Plan will advance the HRA's and City's objectives of encouraging redevelopment • within Redevelopment Project Area "A". 2) Conditioned upon the approval thereof by the City Council following its public hearing thereon, the Program and Plan, as presented to the HRA on this date, are hereby approved, established and adopted and shall be placed on file in the office of the City Clerk. 3) Upon approval of the Program and Plan by the City Council, the staff, the HRA's advisors and legal counsel are authorized and directed to proceed with the implementation of the Program and Plan and for this purpose to negotiate, draft, prepare and present to the HRA for its consideration all further plans, resolutions, documents and contracts necessary for this purpose. Approval of the Program and Plan does not constitute approval of any project or a Development Agreement with any developer. 4) Upon approval of the Program and Plan by the City Council, the City Clerk is authorized to forward a copy of the Program and Plan to the Hennepin County Auditor and the Minnesota Department of Revenue pursuant to Minnesota Statutes 469.175, subdivision 2. Approved by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 20th day of January, 1998. 0 Thomas E. Harms, Chair ATTEST: Michael Sandahl, Secretary 0 0 HRA RESOLUTION NO. RESOLUTION MODIFYING REDEVELOPMENT PROJECT AREA "B" AND ADOPTING THE MODIFICATION TO THE REDEVELOPMENT PLAN RELATED THERETO; ESTABLISHING WITHIN REDEVELOPMENT PROJECT AREA "B", TAX INCREMENT FINANCING DISTRICT NO. B-5 AND ADOPTING THE TAX INCREMENT FINANCING PLAN RELATED THERETO; ALL RELATING TO THE RICHFIELD REDISCOVERED NEW CONSTRUCTION PROGRAM WHEREAS, it has been proposed that the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (the "HRA") adopt the Modification to the Redevelopment Plan for Redevelopment Project Area "B", establish Tax Increment Financing District No. B-5, and adopt the Tax Increment Financing Plan related thereto, (collectively, the "Program and Plan"), all related to the Richfield Rediscovered New Construction Program, and all pursuant to and in conformity with existing law, including Minnesota Statutes, Sections 469.001 through 469.047, and Sections 469.174 to 469.179, inclusive, as amended, all as reflected in the Modification to the Program and Plan and presented for the HRA's consideration; and WHEREAS, the HRA has investigated the facts relating to the Program and Plan and has caused the Program and Plan to be prepared; and WHEREAS, the proposed developments as described in the Program and Plan, in the opinion of the HRA, would not reasonably be expected to occur solely through private investment within the reasonable foreseeable future and, therefore, the use of tax increment financing is deemed necessary; and WHEREAS, the HRA has performed all actions required by law to be performed prior to the adoption of the Modification to the Program and Plan, but not limited to, notification of Hennepin County and School District No. 280 having taxing jurisdiction over the property to be included in Tax Increment Financing District No. B-5, notice of a potential redevelopment district to the local county commissioner, a request for review of and written comment on the Program and Plan by the City Planning Commission, and a request that the City Council schedule a public hearing on the Program and Plan upon published notice as required by law. NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment Authority in and for the City of Richfield as follows: 1) The HRA hereby finds that Tax Increment Financing District No. B-5 is in the public interest and is a "redevelopment district" under Minnesota Statutes, Section 469.174, subd. 10 (a)(1), and finds that the adoption of the proposed Program and • Plan will advance the HRA's and City's objectives of encouraging redevelopment within Redevelopment Project Area "B". 2) Conditioned upon the approval thereof by the City Council following its public hearing thereon, the Program and Plan, as presented to the HRA on this date, are hereby approved, established and adopted and shall be placed on file in the office of the City Clerk. 3) Upon approval of the Program and Plan by the City Council, the staff, the HRA's advisors and legal counsel are authorized and directed to proceed with the implementation of the Program and Plan and for this purpose to negotiate, draft, prepare and present to the HRA for its consideration all further plans, resolutions, documents and contracts necessary for this purpose. Approval of the Program and Plan does not constitute approval of any project or a Development Agreement with any developer. 4) Upon approval of the Program and Plan by the City Council, the City Clerk is authorized to forward a copy of the Program and Plan to the Hennepin County Auditor and the Minnesota Department of Revenue pursuant to Minnesota Statutes 469.175, subdivision 2. Approved by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 20th day of January, 1998. 0 Thomas E. Harms, Chair ATTEST: Michael Sandahl, Secretary 0 0 HRA RESOLUTION NO. RESOLUTION MODIFYING WITHIN REDEVELOPMENT PROJECT AREA "A", TAX INCREMENT FINANCING DISTRICTS A-1, A-2, A-3 AND A-4, AND ADOPTING THE MODIFICATIONS TO THE TAX INCREMENT FINANCING PLANS RELATED THERETO; MODIFYING WITHIN REDEVELOPMENT PROJECT AREA "B", TAX INCREMENT FINANCING DISTRICTS B-1, B-2, B-3 AND B-4 AND ADOPTING THE MODIFICATIONS TO THE TAX INCREMENT FINANCING PLANS RELATED THERETO; ALL RELATED TO THE RICHFIELD REDISCOVERED NEW CONSTRUCTION PROGRAM WHEREAS, it has been proposed that the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (the "HRA") modify the Tax Increment Financing Plans (collectively, the "Modifications") for Tax Increment Financing Districts A-1, A-2, A-3, A-4, B-1, B-2, B-3 and B-4 (the "Districts"), all related to the Richfield Rediscovered New Construction Program, to clarify the budgets to meet new formats for financial reporting for tax increment, clarify indebtedness, and identify parcels which have been certified in each district, all pursuant to and in conformity with existing law, including Minnesota Statutes, Sections 469.001 through 469.047, and Sections 469.174 to 469.179, inclusive, as amended, all as reflected in the Modifications and presented for the HRA's consideration; and WHEREAS, the HRA has investigated the facts relating to the Modifications and has caused the Modifications to be prepared; and WHEREAS, the proposed developments, as described in the Modifications, in the opinion of the HRA, would not reasonably be expected to occur solely through private investment within the reasonable foreseeable future and, therefore, the use of tax increment financing is deemed necessary; and WHEREAS, the HRA has performed or will perform all actions required by law to be performed prior to the adoption of the Modifications, but not limited to, notification of Hennepin County and School District No. 280 having taxing jurisdiction over the property included in the Districts, a request for review of and written comment on the Modifications by the City Planning Commission, and a request that the City Council schedule a public hearing on the Modifications upon published notice as required by law. NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment Authority in and for the City of Richfield as follows: 1) The HRA is not modifying the boundaries of Tax Increment Financing Districts A-1, • A-2, A-31 A-41 B-1, B-21 B-3 and B-4 nor modifying the boundaries of Redevelopment Projects Area A and B. 2) The HRA reaffirms the findings previously made with respect to Tax Increment Financing Districts A-1, A-2, A-3, A-4, B-1, B-2, B-3 and B-4. 3) Conditioned upon the approval thereof by the City Council following its public hearing thereon, the Modifications, as presented to the HRA on this date, are hereby approved and adopted and shall be placed on file in the office of the City Clerk. 4) Upon approval of the Modifications by the City Council and the Planning Commission, the staff, the HRA's advisors and legal counsel are authorized and directed to proceed with the implementation of the Modifications and for this purpose to negotiate, draft, prepare and present to this Board for its consideration all further plans, resolutions, documents and contracts necessary for this purpose. 5) Upon approval of the Modifications by the City Council, the City Clerk is authorized to forward a copy of the Modifications to the Hennepin County Auditor and the Minnesota Department of Revenue pursuant to Minnesota Statutes 469.175, subdivision 2. Approved by the Housing and Redevelopment Authority in and for the City of Richfield this 20th day of Janua , 1998. Thomas E. Harms, Chair ATTEST: Michael Sandahl, Secretary 0 • AaL Draft as of January 14, 1998 Draft for HRA Review TAX INCREMENT FINANCING PLAN for the establishment of TAX INCREMENT FINANCING DISTRICT NO. A-5 (a redevelopment district) within REDEVELOPMENT PROJECT AREA A I• RICHFIELD HOUSING AND REDEVELOPMENT AUTHORITY CITY OF RICHFIELD HENNEPIN COUNTY STATE OF MINNESOTA Public Hearing: February 23, 1998 Adopted: Prepared by: • EHLERS & ASSOCIATES, INC. 3060 Centre Pointe Drive Roseville, Minnesota 55113-1105 Phone: (612) 697-8500 Fax: (612) 697-8555 E-mail: info@ehlers-inc.com Web Site: www.ehiers-inc.com TABLE OF CONTENTS (for reference purposes only) SECTION I - MODIFICATION TO THE REDEVELOPMENT PLAN FOR REDEVELOPMENT PROJECT AREA A ..................................... 1-1 Foreword .................................................................1-1 Subsection C. Description of Redevelopment Project Area .......................... 1-1 Subsection G. Acquisition and Relocation Activities ............................ 1-2 SECTION II - TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. A -5 ......................................................... A2-1 Subsection 2-1. Foreword .................................................. A2-1 Subsection 2-2. Statutory Authority ........................................... A2-1 Subsection 2-3. Statement of Objectives ....................................... A2-1 Subsection 2-4. Redevelopment Plan Overview .................................. A2-1 Subsection 2-5. Legal Description of Property in Tax Increment Financing District No. A-5 A2-2 Subsection 2-6. Classification of Tax Increment Financing District No. A-5 ........... A2-3 Subsection 2-7. Original Tax Capacity and Tax Rate ............................. A2-4 Subsection 2-8. Estimated Captured Net Tax Capacity Value/Increment .............. A2-4 Subsection 2-9. Property To Be Acquired ...................................... A2-5 Subsection 2-10. Uses of Funds ............................................... A2-5 Subsection 2-11. Sources of Revenue/Bonded Indebtedness ......................... A2-6 Subsection 2-12. Definition of Tax Increment Revenues ............................ A2-6 Subsection 2-13. Duration of Tax Increment Financing District No. A-5 ............... A2-7 • Subsection 2-14. Estimated Impact on Other Taxing Jurisdictions .................... A2-7 Subsection 2-15. Notification of Prior Planned Improvements ............. . A2-8 Subsection 2-16. Administration of Tax Increment Financing District No. A-5 .......... A2-8 Subsection 2-17. Municipal Approval and Public Purpose .......................... A2-8 Subsection 2-18. Fiscal Disparities Election ..................................... A2-9 Subsection 2-19. State Tax Increment Financing Aid .............................. A2-9 Subsection 2-20. County Road Costs .......................................... A2-10 Subsection 2-21. Summary .................................................. A2-10 APPENDIX A - BOUNDARY MAPS OF REDEVELOPMENT PROJECT AREA A AND TAX INCREMENT FINANCING DISTRICT NO. A-5 .............................. A-1 APPENDIX B - LEGAL DESCRIPTION OF PROPERTY TO BE INCLUDED IN TAX INCREMENT FINANCING DISTRICT NO. A-5 .............................. B-1 APPENDIX C - ESTIMATED CASH FLOW FOR TAX INCREMENT FINANCING DISTRICT NO. A-5 .......................................................... C-1 APPENDIX D - REDEVELOPMENT QUALIFICATIONS FOR TAX INCREMENT FINANCING DISTRICT NO. A-5 .......................................................... D-1 r? SECTION I ?. MODIFICATION TO THE REDEVELOPMENT PLAN FOR REDEVELOPMENT PROJECT AREA A Foreword The following text represents a Modification to the Redevelopment Plan for Redevelopment Project Area A. This modification represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area A. Generally, the substantive changes include modifying the boundaries of Redevelopment Project Area A as specified below. For further information, a review of the Redevelopment Plan for Redevelopment Project Area A, adopted July 16, 1990, is recommended. It is available from the City Clerk-Treasurer at the City of Richfield. Other relevant information is contained in the Tax Increment Financing Plans for the Tax Increment Financing Districts located within Redevelopment Project Area A. Subsection C. Description of Redevelopment Project Area The modified boundary lines for Redevelopment Project Area A are as follows: Beginning at the intersection of the southerly right-of-way line of East 62nd Street and the easterly right-of- way line of 11th Avenue South, thence, in a line easterly more or less, along said southerly right-of-way line to its intersection with the westerly right-of-way line of Bloomington Avenue South. Thence, southerly along said westerly right-of-way line to its intersection with the southerly right-of-way line of East 63rd Street. Thence, easterly along said southerly right-of-way line to its intersection with the easterly right-of-way line of 16th Avenue. Thence, southerly along said easterly right-of-way to its intersection with the northerly property line of Lot 2, Block 1, Iverson's Second Addition. Thence, easterly along said northerly property line, as extended, to its intersection with the westerly right-of-way line of 18th Avenue South. Thence, southerly along said westerly right-of-way line to its intersection with the southerly right-of-way line of Diagonal Boulevard. Thence, southwesterly more or less, along with said southerly right-of-way line to its intersection with the southerly right-of-way line of East 73rd Street. Thence, westerly along said southerly right-of-way line to its intersection with the easterly property line of Lot 5, Block 4, Henry Thernell Addition. Thence, southerly along said easterly property line, as extended, to its intersection with the northerly right-of-way line of East 76th Street. Thence, westerly along said northerly right-of-way line to its intersection with the westerly property line of Lot 4, Block 8, Sunset Terrace. Thence, northerly along said westerly property line, as extended, to its intersection with the northerly property line of Lot 8, Block 8, Sunset Terrace. Thence, westerly along said northerly property line, as extended, to its intersection with the easterly right-of-way line of Lyndale Avenue South. Thence, northerly along said easterly right-of-way line to its intersection with the southerly right-of-way line of West 74th Street. Thence, westerly along said southerly right-of-way to its intersection with the easterly property line of Lot 26, Block 25, Irwin Shores. Thence, southerly along said easterly property line, as extended, to its intersection with the northerly right-of-way line of West 76th Street. Thence, westerly along said northerly right-of-way line to the intersection with the westerly right-of-way line of Fremont Avenue South. Thence, northerly along said westerly right-of-way line to its intersection with the northerly right-of-way line of Humboldt Avenue South. Thence, northwesterly and northerly more or less, along said northerly right-of- way line to its intersection with the southerly right-of-way line of West 73rd Street. Thence, easterly more or • less, along said southerly right-of-way line to its intersection with the easterly right-of-way line of Lyndale Avenue South. Thence, northerly more or less, along with said easterly right-of-way line to its intersection Richfield HRA Modification to the Redevelopment Plan for Redevelopment Project Area A 1-1 . with the southerly right-of-way line of West 68th Street. Thence, easterly along said southerly right-of-way line to its intersection with the easterly right-of-way line of Pleasant Avenue South. Thence, northerly along said easterly right-of-way line to its intersection with the northerly property line of Lot 7, Block 2, Ralph Hollenbach's First Addition. Thence, easterly, along said northerly property line, as extended, to the easterly right-of-way line of Wentworth Avenue South. Thence, southerly along said easterly right-of-way line to its intersection with the northerly property line of Lot 6, Block 2, Oaklane Addition. Thence easterly along said northerly property line, as extended, to its intersection with the westerly right-of-way line of Blaisdell Avenue South. Thence, southerly along said westerly right-of-way line to its intersection with the southerly right-of- way line of West 68th Street. Thence, easterly along said southerly right-of-way line to its intersection with the easterly right-of-way line of Nicollet Avenue South. Thence, northerly along said, easterly right-of-way line to its intersection with the northerly right-of-way line of East 67th Street. Thence, easterly along said northerly right-of-way line to its intersection with the easterly right-of-way line of First Avenue South. Thence, northerly along said easterly right-of-way line to its intersection with the southerly right-of-way line to its intersection with the southerly right-of-way line of East 66th Street. Thence easterly along said southerly right-of-way line to its intersection with the easterly right-of-way line of Stevens Avenue. Thence, northerly along said easterly right-of-way line to its intersection with the southerly right-of-way line of East 62nd Street. Thence easterly along said southerly right-of-way line to its intersection with the westerly right-of-way line of Clinton Avenue Thence southerly, more or less along said westerly right-of-way line to its intersection with the southerly fight-of-way line of East 65th Street Thence westerly along said southerly right-of-way line to its intersection with the easterly right-of-way line of 3rd Avenue Thence southerly along said easterly right-of-way line to its intersection with the southerly right-of-way line of East 66th Street. Thence, easterly along said southerly right-of-way line to its intersection with the easterly right-of-way line of I Ith Avenue South. Thence, northerly along said easterly right-of-way line to the point of beginning. 0 Subsection G. Acquisition and Relocation Activities Acquisition In furtherance of the Richfield Rediscovered Housing Program, HRA staff maintained standards set forth in previous years to identify property for acquisition. In its sequential numbering system, this is Cycle V in the housing program. As in the past, residential property owners were contacted and surveyed to determine (a.) whether or not they continued to express an interest in selling their property on a voluntary basis and (b.) if interested, within which time frame. Additional means of obtaining candidate properties were made by (a.) property owners contacting the HRA requesting that their property be considered for the program and (b.) referrals by the City's health and inspections department. Candidate properties were further evaluated for program eligibility and inspected. The properties identified for acquisition under Cycle V of the program are listed in Appendix A of the Tax Increment Financing Plan for Tax Increment Financing District No. A-5. Relocation The HRA accepts as binding its obligations under provisions of federal and state law (M.S., Chapter 117) for relocation. • Richfield HRA Modification to the Redevelopment Plan for Redevelopment Project Area A 1-2 • SECTION II TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. A-5 Subsection 2-1. Foreword The City of Richfield ("City"), the Richfield Housing and Redevelopment Authority (the "HRA"), staff and consultants have prepared the following information to expedite the establishment of Tax Increment Financing District No. A-5 ("District No. A-5"), a redevelopment tax increment financing district, located in Redevelopment Project Area A. Subsection 2-2. Statutory Authority Within the City, there exist areas where public involvement is necessary to cause development or redevelopment to occur. To this end, the City and HRA have certain statutory powers pursuant to Minnesota Statutes ("M.S. "), Sections 469.001 through 469.047, inclusive, as amended, and M.S., Sections 469.174 through 469.179, inclusive, as amended (the "Tax Increment Financing Act" or "TIF Act"), to assist in financing public costs related to this project. This Section contains the Tax Increment Financing Plan (the "Plan") for District No. A-5. Other relevant information is contained in the Modification to the Redevelopment Plan for Redevelopment Project Area A. Subsection 2-3. Statement of Objectives District No. A-5 currently consists of 46 parcels of land and adjacent and internal rights-of-way. District No. • A-5 is created to facilitate the demolition of substandard houses and enable families to construct new houses on the lots through a program known as Richfield Rediscovered, which is administered by the HRA. Currently District A-5 consists of 46 lots with the potential for a total of 48 new homes to be constructed, including double lots. Due to the voluntary nature and timing of the sale of the homes included in District A-5, it is likely that some of the parcels will not be redeveloped or will be included in subsequent tax increment financing districts. The budget for District No. A-5 found in Subsection 2-10 does assume that 48 new homes are built. This plan is expected to achieve many of the objectives outlined in the Modification to the Redevelopment Plan for Redevelopment Project Area A. The activities contemplated in the present Modification to the Redevelopment Plan and the Tax Increment Financing Plan do not preclude the undertaking of other qualified development or redevelopment activities. These activities are anticipated to occur over the life of District No. A-5 and Redevelopment Project Area A. Subsection 2-4. Redevelopment Plan Overview Property to be Acquired - Selected property located within District No. A-5 may be acquired by the City or HRA and is further described in this Plan. 2. Upon approval of a developers plan relating to the project and completion of the necessary legal requirements, the City or HRA may sell to a developer selected properties that they may acquire within District No. A-5 or may lease land or facilities to a developer. 3. The City or HRA may perform or provide for some or all necessary acquisition, construction, relocation, demolition, and required utilities and public streets work within District No. A-5. Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-1 Subsection 2-5. Legal Description of Property in Tax Increment Financing District No. A-5 District No. A-5 encompasses all property and adjacent rights-of-way identified by the parcels listed below. Please see the map in Appendix A-for further information on the location of District No. A-5. Property Address PID Number 634 Bloomington 26-028-24-11-0025 6437 Bloomington 26-028-24-14-0088 6507 Bloomington 26-028-24-14-0116 6508 Bloomington 26-028-24-13-0097 6220 Clinton 27-028-24-11-0001 6915 Clinton 27-028-24-44-0113 7316 Clinton** 34-028-24-14-0086 7027 Columbus 35-028-24-22-0001 7333 Emerson 33-028-24-13-0090 7537 Emerson 33-028-24-42-0132 7240 Garfield 34-028-24-23-0096 7301 Garfield 34-028-24-23-0129 6833 Grand 27-028-24-33-0070 7133 Lyndale ** 34-028-24-22-0055 • 7201 Nicollet 34-028-24-13-0100 6609 Oakland 26-028-24-32-0031 6833 Park 26-028-24-33-0086 6800 Pillsbury 27-028-24-34-0016 6816 Pleasant 27-028-24-33-0061 6820 Pleasant 27-028-24-33-0062 6833 Portland 26-028-24-33-0111 7300 Portland 34-028-24-14-0015 7304 Portland 34-028-24-14-0016 7415 Portland 35-028-24-32-0009 6608 Stevens 27-028-24-42-0073 6609 Second Avenue 27-028-24-42-0056 6616 Second Avenue 27-028-24-42-0064 7241 Second Avenue 34-028-24-13-0150 6228 Third Avenue 27-028-24-12-0005 6641 Fourth Avenue 27-028-24-41-0132 6620 Fifth Avenue 27-028-24-41-0028 6921 Twelfth Avenue 26-028-24-43-0098 6515 Thirteenth Avenue 26-028-24-13-0145 6915 Thirteenth Avenue 26-028-24-43-0064 6237 Fourteenth Avenue 26-028-24-12-0069 Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-2 . Property Address 6326 Fourteenth Avenue 6329 Fourteenth Avenue 6349 Fourteenth Avenue 6408 Fourteenth Avenue 6537 Fourteenth Avenue 6928 Fourteenth Avenue 6945 Fourteenth Avenue 6217 Fifteenth Avenue 6245 Fifteenth Avenue 6324 Fifteenth Avenue 6408 Fifteenth Avenue ** Denotes double lot PID Number 26-028-24-12-0140 26-028-24-12-0091 26-028-24-12-0087 26-028-24-13-0117 26-028-24-13-0087 26-028-24-43-0069 26-028-24-43-0013 26-028-24-12-0058 26-028-24-12-0052 26-028-24-12-0081 26-028-24-13-0053 Subsection 2-6. Classification of Tax Increment Financing District No. A-5 The City and HRA, in determining the need to create a tax increment financing district in accordance with M.S., Sections 469.174 to 469.179, as amended, inclusive, finds that District No. A-5, to be established, is a redevelopment district pursuant to M.S., Section 469.174, Subd. 10(a)(1) as defined below: (a) "Redevelopment district" means a --type of tax increment financing district consisting of a project, or portions of a project, within which the authorityfinds by resolution that one of the following conditions, reasonably distributed throughout the district, exists: (1) parcels consisting of 70 percent of the area in the district are occupied by buildings, streets, utilities, or other improvements and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance; or (2) The property consists of vacant, unused, underused, inappropriately used, or infrequently used railyards, rail storage facilities or excessive or vacated railroad rights-of-way. (b) For purposes of this subdivision, "structurally substandard" shall mean containing defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors, which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance. (c) A building is not structurally substandard if it is in compliance with the building code applicable to new buildings or could be modified to satisfy the building code at a cost of less than 15 percent of the cost of constructing a new structure of the same square footage and type on the site. The municipality may find that a building is not disqualified as structurally substandard under the preceding sentence on the basis of reasonably available evidence, such as the size, type, and age of the building, the average cost of plumbing, electrical, or structural repairs or other similar reliable evidence. The municipality may not make such a determination without an interior inspection of the property, but need not have an independent, expert appraisal Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-3 • prepared of the cost of repair and rehabilitation of the building. An interior inspection of the property is not required, if the municipalityfinds that (1) the municipality or authority is unable to gain access to the property after using its best efforts to obtain permission from the party that owns or controls the property; and (2) the evidence otherwise supports a reasonable conclusion that the building is structurally substandard... (e) For purposes of this subdivision, a parcel is not occupied by buildings, streets, utilities or other improvements until 15 percent of the area of the parcel contains improvements. In meeting the statutory criteria described above, the City and HRA rely on the following facts and findings: ¦ District No. A-5 is a redevelopment district consisting of 46 parcels. ¦ An inventory of the parcels shows that at least 70 percent of the area of District A-5 consists of parcels in District No. A-5 are occupied as defined in the TIF Act. An inspection of the buildings located within District No. A-5 finds that more than 50 percent of the buildings are structurally substandard as defined in the T1F Act. (See Appendix D) Subsection 2-7. Original Tax Capacity and Tax Rate Pursuant to M.S., Section 469.174, Subd. 7 and M.S., Section 469.177, Subd. 1, the Original Net Tax Capacity (ONTC) as certified for District No. A-5 is based on the market values placed on the property by the assessor in 1998 for taxes payable 1999. • Pursuant to M.S., Section 469.177, Subds. 1 and 2, the County Auditor shall certify in each year (beginning in the payment year 1999) the amount by which the original value has increased or decreased as a result of: 1. change in tax exempt status of property; 2. reduction or enlargement of the geographic boundaries of the district; 3. change due to adjustments, negotiated or court-ordered abatements; 4. change in the use of the property and classification; 5. change in state law governing class rates; or 6. change in connection with previously issued building permits. In any year in which the current Net Tax Capacity value of District No. A-5 declines below the ONTC, no value will be captured and no tax increment will be payable to the City or HRA. It is expected that the original local tax rate for District No. A-5 will be the local tax rate for taxes payable 1999. The estimate below is proposed payable 1998. The Original Tax Capacity and the Original Local Tax Rate for District No. A-5 appear in the table below. Original Tax Capacity Value $27,002 Percent Retained by City 100% Original Local Tax Rate 1.37491 Subsection 2-8. Estimated Captured Net Tax Capacity Value/Increment Pursuant to M.S., Section 469.174 Subd. 4 and M.S., Section 469.177, Subd. 1, 2, and 4, the estimated Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A24 Captured Net Tax Capacity (CTC) of District No. A-5, within Redevelopment Project Area A, upon completion of the project, will annually approximate tax increment revenues as shown in the table below. The City and HRA request 100 percent of the available increase in tax capacity for repayment of its obligations and current expenditures, beginning in the tax year payable 2000. The project tax capacity listed is an estimate of values when the project is completed. Project Estimated Tax Capacit upon Completion of Project (PIC) $89,280 Original Estimated Net Tax Capacity (ONTC) 27,002 Estimated Captured Tax Capacity (CTC) 62,278 Estimated Annual Tax Increment (CTC x Local Tax Rate) $85,627 Subsection 2-9. Property To Be Acquired The City or HRA may acquire any parcel within District No. A-5 including interior and adjacent street rights of way. The parcels are listed in Subsection 2-5. 1. Any properties identified for acquisition will be acquired by the City or HRA only in order to accomplish one or more of the following: carry out land acquisition, site improvements, clearance and/or development to accomplish the uses and objectives set forth in this plan. 2. The following are conditions under which properties not designated to be acquired may be acquired: • The City or HRA may acquire property by gift, dedication, condemnation or direct purchase from willing sellers in order to achieve the objectives of this tax increment financing plan. Such acquisitions will be undertaken only when there is assurance of funding to finance the acquisition and related costs. Subsection 2-10. Uses of Funds Currently under consideration for District No. A-5 is a proposal to facilitate the demolition of substandard houses and enable families to construct new houses on the lots. The City and HRA have determined that it will be necessary to provide assistance to the project for certain costs. The City has studied the feasibility of the development or redevelopment of property in and around District No. A-5. To facilitate the establishment and development or redevelopment of District No. A-5, this Plan authorizes the use of tax increment financing to pay for the cost of certain eligible expenses. The estimate of public costs and uses of funds associated with District No. A-5 over the life of the district is outlined in the following table. Uses of Funds Per House Total Land Acquisition Site Preparation (Demolition/Grading) Interest Administrative Costs (up to 10%) 65,000 $3,120,000 10,000 480,000 23,585 1,132,567 5,000 240,000 TOTAL $103,585 $4,972,567 Estimated costs associated with District No. A-5 are subject to change. The cost of all activities to be Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-5 considered for tax increment financing will not exceed, without formal modification, the budget above pursuant to the applicable statutory requirements. Pursuant to M.S., Section 469.1763, Subd. 2, no more than 25 percent of the tax increment paid by property within District No. A-5 will be spent on activities related to development or redevelopment outside of District No. A-5 but within the boundaries of Redevelopment Project Area A, (including administrative costs, which are considered to be spent outside of District No. A-5) subject to the limitations as de1cribed in this Plan. Subsection 2-.1L Sources of Revenue/Bonded Indebtedness Acquisition and site preparation costs outlined in the Uses of Funds will be financed primarily through the annual collection of tax increments. The City or HRA reserves the right to use other sources of revenue legally applicable to the Modification to the Redevelopment Plan and the Plan, including, but not limited to, special assessments, general property taxes, state aid for road maintenance and construction, proceeds from the sale of land, other contributions from the developer and investment income, to pay for the estimated public costs. The City or HRA reserves the right to incur bonded indebtedness or other indebtedness as a result of the Plan. As presently proposed, the project may be financed by a bond issue or loans. Additional indebtedness may be required to finance other authorized activities. The total principal amount of bonded indebtedness or other indebtedness related to the use of tax increment financing will not exceed without a modification to the Plan pursuant to applicable statutory requirements. This provision does not obligate the City or HRA to incur debt. The City or HRA may issue bonds or incur other debt only upon the determination that such action is in the best interest of the City. The City or HRA may also finance the activities to be undertaken pursuant to the Plan through loans from funds of the City or HRA. The estimated sources of funds for District No. A-5 over the life of the district are contained in the table below. Sources of Funds Per House Total Tax Increment Land Sales Other Tax Increment/Grants Local Contribution $44,579 $2,140,666 30,000 1,440,000 26,778 1,284,864 2,229 107,033 TOTAL $103,585 $4,972,563 Subsection 2-12. Definition of Tax Increment Revenues Pursuant to M.S., Section 469.174, Subd. 25, tax increment revenues derived from a tax increment financing district include all of the following potential revenue sources: 1. taxes paid by the captured net tax capacity, but excluding any excess taxes, as computed under M.S., Section 469.177; 2. the proceeds from the sale or lease of property, tangible or intangible, purchased by the authority with tax increments; 3. repayments of loans or other advances made by the authority with tax increments; and 4. interest or other investment earnings on or from tax increments. Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-6 • • • Subsection 2-13. Duration of Tax Increment Financing District No A-5 Pursuant to M.S., Section 469.175, Subd. 1, and Section 469.176, Subd. 1, the duration of District No. A-5 must be indicated within the Plan. Pursuant to M.S., Section 469.176, Subd. 1(b), the duration of District No. A-5 will be 25 years from the date of receipt of the first increment by the City or HRA. The date of receipt by the City of Richfield` of the first tax increment will be approximately 2000. Thus, it is estimated that District No. A-5, includinb any modifications of the Plan for subsequent phases or other changes, would terminate after 2024, or when the Plan is satisfied. The City or HRA does reserve the right to decertify District No. A-5 prior to the, legally required date. Subsection 2-14. Estimated Impact on Other Taxing Jurisdictions The estimated impact on other taxing jurisdictions assumes construction which would have occurred without the creation of District No. A-5. If the construction is a result of tax increment financing, the impact is $0 to other entities. Notwithstanding, the fact that the fiscal impact on the other taxing jurisdictions is $0 due to the fact that the construction would not have occurred without the assistance of the City or HRA, the following estimated impact of District No. A-5 would be as follows if the "but for" test was not met: IMPACT ON TAX BASE 1997/1998 Estimated Captured Total Net Tax Capacity (CTC) Percent of CTC Tax Capacity Upon Project Completion to Entity Total Hennepin County 936,486,071 62,278 0.0067% I.S.D. No. 280 26,436,495 62,278 0.2356% City of Richfield 17,976,447 62,278 0.3464% IMPACT ON TAX RATES Hennepin County I.S.D. No. 280 City of Richfield Metro Area Watershed Other Total 1997/1998 Percent Extension Rates of Total CTC 0.384710 27.98% 62,278 0.632310 45.99% 62,278 0.276640 20.12% 62,278 0.056330 4.10% 62,278 0.006590 0.48% 62,278 0.018330 1.33% 62,278 1.374910 100.00% Potential Taxes 23,959 39,379 17,229 3,508 410 1,142 85,627 The estimates listed above display the captured tax capacity when all construction is completed. The tax rate used for calculations is the estimated 1997/Pay 1998 rate. The total net capacity for the entities listed above are based on estimated Pay 1998 figures. District No. A-5 will be certified under the actual 1997/1998 rates, which were unavailable at the time this Plan was prepared. Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-7 Subsection 2-15. Notification of Prior Planned Improvements The City or HRA shall, after due and diligent search, accompany its request for certification to the County Auditor or its notice of District No. A-5 enlargement with a listing of all properties within District No. A-5 or area of enlargement for which building permits have been issued during the eighteen (18) months immediately preceding approval of the Plan by the municipality pursuant to M.S., Section 469.175, Subd. 3. The County Auditor shall increase the original value of District No. A-5 by the value of improvements for which a building permit was issued. Pursuant to M.S,'Section 469.177, Subd 4, the City is in the process of reviewing the area to be included in District No. A-5 to determine if any building permits have been issued during the 18 months immediately preceding approval of the Plan by the City and HRA. Subsection 2-16. Administration of Tax Increment Financing District No. A-5 Administration of District No. A-5 will be handled by the Executive Director of the HRA of the City of Richfield. Subsection 2-17. Municipal Approval and Public Purpose The reasons and facts supporting the findings for the adoption of the Tax Increment Financing Plan for District No. A-5 as required pursuant to M.S., Section 469.175, Subd. 3 are as follows: 1. Finding that District No. A-5 is a redevelopment district as defined in M.S., Section 469.174, Subd. 10(a)(1) District No. A-5 consists of 46 parcels, with plans to redevelop the area for residential purposes. At least 70 percent of the District consists of parcels which are occupied by buildings, streets, utilities, or other improvements and more than 50 percent of the buildings in District No. A-5, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance (See Appendix D). 2. Finding that the proposed development, in the opinion of the City Council, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of District No. A-5 permitted by the Plan. Due to the high cost of redevelopment on the parcels currently occupied by substandard buildings and the cost of financing the proposed improvements, this project is feasible only through assistance, in part, from tax increment financing. A comparative analysis of estimated market values both with and without establishment of Tax Increment Financing District No. A-5 and the use of tax increments has been performed as described above. If all development which is proposed to be assisted with tax increment were to occur in District No. A-5, the total increased market value would be up to $3,779,800. It is the Council's finding that no development with a market value of greater than $2,771,701 would occur without tax increment . assistance in this district within 25 years. This finding is based upon evidence from general past experience with the high cost of acquisition and site improvements in the general area of District No. Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-8 Ol A-5 (see Cashflow in Appendix Q. 3. Finding that the Tax Increment Financing Plan for District No. A-5 conforms to the general plan for the development or redevelopment of the municipality as a whole. The Plan will be reviewed by the Planning Commission on January 27, 1998 in order to find that the Plan is in conformance with the general development plan of the City. 4. Finding that the Tax Increment Financing Plan for District No. A-Swill afford maximum opportunity, cmmsistent with the sound needs of the City as a whole, for the development or redevelopment of Redevelopment Project Area A by private enterprise. The project to be assisted by District No. A-5 will result in increased employment in the City and the State of Minnesota, the renovation of substandard properties, increased tax base of the State and add a high quality development to the City. Additional findings are set forth in the Authorizing Resolution of the City. Subsection 2-18. Fiscal Disparities Election No commercial/industrial property is expected to be constructed in District No. A-5. Subsection 2-19. State Tax Increment Financing Aid • Pursuant to M.S., Section 273.1399, for tax increment financing districts for which certification was requested after April 30, 1990, a municipality incurs a reduction in state tax increment financing aid (RISTIFA) applied to the municipality's Local Government Aids (LGA) first and, Homestead and Agricultural Aid (HACA) second, in an amount equal to a formula based upon the equalized qualifying captured tax capacity (QCTC) of the tax increment financing district. Pursuant to M.S., Section 273.1399, Subd. 6, the City or HRA may choose an option to the LGA-HACA penalty. District No. A-5 is exempt from the LGA-HACA reduction if the City or HRA elects to make a qualifying local contribution at the time of approving the tax increment financing plan. To qualify for the exemption in each year, the City or HRA must make a qualifying local contribution to the project of a certain percentage. The local contribution for a redevelopment district is 5 percent. The maximum local contribution for all districts in the City in any year is limited to two percent of the City's net tax capacity, after which point the City or HRA must make an additional contribution equal to the lesser of (a) 0.25 percent of the City's net tax capacity or (b) 3 percent of tax increment revenues for that year. The amount of the local contribution must be made out of unrestricted money of the City or HRA, such as the general fund, a property tax levy, or a federal or state grant-in-aid which may be spent for general government purposes. The local contribution may not be made, directly or indirectly, with tax increments or developer payments. The local contribution must be used to pay project costs and cannot be used for general government purposes. The City elects to make the annual local contribution to the project to exempt itself from the LGA- HACA penalty. The City or HRA will pay for costs of the project described in this Plan, in an amount equal to 5 percent of annual tax increment for District No. A-5, subject to the limitations described above, in any year in which such amount exceeds 2 percent of the City's net tax capacity. Such contribution may be in form of either lump sum or annual payments (in addition to tax increment payments) towards costs identified in this Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-9 Plan or other costs related to that development or redevelopment. The contribution may also be made in the form of public improvements financed by the City or HRA or other unit of government with unrestricted funds. Subsection 2-20. County Road Costs Pursuant to M.S., Section' 469.175, Subd. la, the county board may require the City or HRA to pay for all or part of the cost of county road improvements if the proposed development to be assisted by tax increment will, in the judgement of the county, substantially increase the use of county roads requiring construction of road improvements or other road costs and if the road improvements are not scheduled within the next five years under a capital improvement plan or other county plan. In the opinion of the City and HRA and consultants, the proposed development outlined in this Plan will have little or no impact upon county roads. If the county elects to use increments to improve county roads, it must notify the City or HRA within thirty days of receipt of this Plan. Subsection 2-21. Summary The City of Richfield is establishing District No. A-5 to preserve and enhance the tax base, redevelop substandard areas, and provide employment opportunities in the City. The Tax Increment Financing Plan for District No. A-5 was prepared by Ehlers & Associates, Inc., 3060 Centre Pointe Drive, Roseville, Minnesota 55402-4100, telephone (612) 697-8500. • • Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. A-5 A2-10 • APPENDIX A BOUNDARY MAPS OF REDEVELOPMENT PROJECT AREA A AND TAX INCREMENT FINANCING DISTRICT NO. A-5 • • APPENDIX A-1 t 0 x a Z O x A H A A M1 M? W t?l POD quI PUBPJ0a V 4) d 0 a` eo A ? U Fi G q u u I Q= 'SOU03im a[BpukT uaaa 00 Q? CM .-( w w 0 0 0 0 °o eo 0 0 0 0 0 oF, e 0 0 .r - saxiaX t!s0 y •aA? •aA?7 -aAV TPI T h O a a TT i? ?.I -,.AV P=Aso z 0 x A - aAV Jano3IJ O -aAV IUR-alp r r ? M?1 A •aAV alepo,( A -aAV 3plogmnl ."V M d -aAV SaXia% 0 H U K T!E a ? z c c C Z o N a? j a • I -aAlf wI •aAV Paepaod ?z 1 -aAV aaUOOaTN 00 •r it •aAV al ukl •aAV UUad d w 0 0 0 0 w° 0 °o aey 0 0 0 0 0 0 0 oI e 0 -aAV SD=ag V: Vi y V1 i?0 t?D APPENDIX B LEGAL DESCRIPTION OF PROPERTY TO BE INCLUDED IN TAX INCREMENT FINANCING DISTRICT NO. A-5 Property Address PID Number 6345 Bloomington 26-028-24-11-0025 6437 Bloomington 26-028-24-14-0088 6507 Bloomington 26-028-24-14-0116 6508 Bloomington 26-028-24-13-0097 6220 Clinton 27-028-24-11-0001 6915 Clinton 27-028-24-44-0113 7316 Clinton** 34-028-24-14-0086 7027 Columbus 35-028-24-22-0001 7333 Emerson 33-028-24-13-0090 7537 Emerson 33-028-2442-0132 7240 Garfield 34-028-24-23-0096 7301 Garfield 34-028-24-23-0129 6833 Grand 27-028-24-33-0070 7133 Lyndale ** 34-028-24-22-0055 7201 Nicollet 34-028-24-13-0100 6609 Oakland 26-028-24-32-0031 6833 Park 26-028-24-33-0086 6800 Pillsbury 27-028-24-34-0016 6816 Pleasant 27-028-24-33-0061 6820 Pleasant 27-028-24-33-0062 6833 Portland 26-028-24-33-0111 7300 Portland 34-028-24-14-0015 7304 Portland 34-028-24-14-0016 7415 Portland 35-028-24-32-0009 6608 Stevens 27-028-24-42-0073 6609 Second Avenue 27-028-24-42-0056 6616 Second Avenue 27-028-24-42-0064 7241 Second Avenue 34-028-24-13-0150 6228 Third Avenue 27-028-24-12-0005 6641 Fourth Avenue 27-028-24-41-0132 6620 Fifth Avenue 27-028-24-41-0028 6921 Twelfth Avenue 26-028-24-43-0098 6515 Thirteenth Avenue 26-028-24-13-0145 6915 Thirteenth Avenue 26-028-24-43-0064 6237 Fourteenth Avenue 26-028-24-12-0069 APPENDIX B-1 • • Property Address 6326 Fourteenth Avenue 6329 Fourteenth Avenue 6349 Fourteenth Avenue 6408 Fourteenth Avenue 6537 Fourteenth Avenue 6928 Fourteenth Avenue 6945 Fourteenth Avenue 6217 Fifteenth Avenue 6245 Fifteenth Avenue 6324 Fifteenth Avenue 6408 Fifteenth Avenue ** Denotes double lot APPENDIX PID Number 26-028-24-12-0140 26-028-24-12-0091 26-028-24-12-0087 26-028-24-13-0117 26-028-24-13-0087 26-028-24-43-0069 26-028-24-43-0013 26-028-24-12-0058 26-028-24-12-0052 26-028-24-12-0081 26-028-24-13-0053 B-2 • • APPENDIX APPENDIX C ESTIMATED CASH FLOW FOR TAX INCREMENT FINANCING DISTRICT NO. A-5 C-1 CITY OF RICHFIELD, MINNESOTA TAX INCREMENT FINANCING DISTRICT #A-5 T.I.F. CASH FLOW ASSUMPTIONS . Interest Rate: Tax Extension Rate: 6.000% Inflation Rate: 1.37491 Pay 98 Estimate 0.0000% BASE VALUE INFORMATION Tax MV Per Unit # Units Market Value Capacity Various Parcels 58,700 46 2,700,200 WW2 Total 27,002 PROJECT VALUE INFORMATION Type of Tax Increment District: Housing Number of Units: Class Rates: 48 Single Family <$75k 1.0000% Single Family >$75k 1.8500% Estimated Market Value On all Projects: Estimated Total Market Value per Unit 6,480,000 Pay 00 Estimated Additonal Market Value Per Unit: 135,000 Estimated Tax Capacity: 7s,3oo Estimated Taxes: 89,280 Pay 00 Estimated Taxes Per Unit: 122,752 Estimated Tax Increment: 2,557 Estimated Tax Increment Per Unit: 85,627 Estimated Land Sales 1,784 Estimated Land Sales Per Unit 1,440,000 30,000 BUT / FOR ANALYSIS Current Market Value - Est. New Market value -Est. 2 700 200 Difference 6,480,000 Present Value of Tax Increment 3,779,800 . Difference 1,008'099 2 771 701 Value Likely to Occur Without TIF is Less Than: , , • Ehlers and Associates, Inc. 01/12/98 Page 1 CITY OF RICHFIELD, MINNESOTA TAX INCREMENT FINANCING DISTRICT #A-5 • Base Project C TAX INCREMENT CASH FLOW PERIOD BEGINNING Tax Ta aptured Semi-Annual Admin. Semi-Annual Local Match Years Yrs. Mth. Yr. Capacity x capacity Tax Ca aci Gross Tax Increment at 10 10% I. e at NDl r. em RI 0.0 08-01 1998 27,002 27,002 p 0 . I c reme nt 5.00% Incr ent Yrs. Mth. Y 0.5 02-01 1999 27,002 27,002 0 0 0 0 0 0.0 0.5 02-01 1999 1.0 08-01 1999 27,002 27,002 0 0 0 0 0.0 1.0 -01 1999 1.5 02-01 2000 2.0 08-01 2000 27,002 27 002 89,280 62,278 42,813 ,324 (4,324) 0 38,489 0 2 141 02-01 0.0 1.5 02 2000 0 5 2.5 02-01 2001 , 27,002 89,280 89 280 62,278 62 278 42,813 ) ,324 (4 38,489 , 2,141 . 2.0 08-01 2000 1.0 2.5 02-01 2001 3.0 08-01 2001 3 5 02 27,002 , 89,280 , 62,278 42.813 42,813 ,324324) (4(4 , 489 3838 2 141 : 1 .5 3.0 - 2001 . -01 2002 4 0 08-01 2002 27,002 89,280 62,278 42,813 , ,324 (4,324) , 489 38 489 2: 141 02 01 2.0 3.5 02 -01 2002 . 4.5 02-01 2003 27,002 27 002 89,280 62,278 42.813 ) .324 (4 , 38,489 21 14 2 141 2.5 4.0 08-01 2002 3 5.0 08-01 2003 , 27,002 89,280 89 280 62,278 62 278 42,813 ) ,324 (4 38,489 , 2.141 .0 4.5 02-01 2003 3.5 5.0 08-01 2003 5.5 02-01 2004 6 0 08 01 27,002 , 89,280 , 62,278 42,813 42,813 ) ,324 (4 324 (4 38 ,489 38 4 2,141 4.0 5.5 02-01 2004 . - 2004 6.5 02-01 2005 27,002 89,280 62,278 42,813 , ; (4,324 , 89 38 489 2,141 4.5 6.0 08-01 2004 7.0 08-01 2005 27,002 27 002 89,280 62,278 42,813 ) ,324 (4 , 38,489 2,141 2 141 5.0 6.5 02-01 2005 7.5 02-01 2006 , 27,002 89,280 89 280 62,278 62 278 42,813 ) ,324 (4 38,489 , 2,141 5.5 7.0 OS-01 2005 6.0 7.5 02-01 2006 8.0 08-01 2006 8 5 02 01 27,002 , 89,280 , 62,278 42,813 42.813 (4,324) 324 (4 38,489 38 48 2.141 6.5 8.0 08-01 2006 . - 2007 9.0 08-01 2007 27,002 89,280 62.278 42,813 , (4,324) , 9 38 489 2,141 7.0 8.5 02-01 2007 9.5 02-01 2008 27,002 27 002 89,280 62,278 42,813 (4,324 , 38,489 2.141 2 141 7.5 9.0 08-01 2007 8 10.0 08-01 2008 , 27,002 89,280 89 280 62,278 62 278 42,813 (4,324) 38,489 , 2,141 .0 9.5 02-01 2008 8.5 10.0 08-01 2008 10.5 02-01 2009 11 0 08 0 27,002 , 89,280 , 62,278 42,813 42.813 ,324 (4 324) (4 38,489 3 2.141 9.0 10.5 02-01 2009 . - 1 2009 11.5 02-01 2010 27,002 27 00 89,280 62,278 42,813 , (4,32 8,489 38 489 2,141 2 141 9.5 11.0 08-01 2009 12.0 08-01 2010 , 2 27,002 89,280 89 280 62.278 6 42,813 4 ,32 4 (4 , 38,489 , 2, 141 10.0 11.5 02-01 2010 10 5 12 0 01 08 12.5 02-01 2011 27,002 , 89,280 2,278 62 278 42,813 42 813 ) 324 (4, 38 ,489 2, 141 02- 2010 .0 . .5 02. 11 12 -01 2011 13.0 08-01 2011 13 5 02 01 27,002 89,280 , 62,278 , 42,813 (4,324) (4,324) 324 38,489 8 48 2,141 11.5 13.0 08-01 2011 . - 2012 14 0 08-01 2012 27,002 89,280 62.278 42.813 , ) , 9 38 489 2,141 12.0 13.5 02-01 2012 . 14.5 02-01 2013 27,002 27 002 89,280 89 62,278 42,813 (4,324) , 8,489 2,141 2 141 12.5 14.0 08-01 2012 13 0 1 15.0 08-01 2013 15.5 02-01 2014 , 27,002 27 002 ,280 89,280 62,278 62,278 42,813 42.813 (4,324) (4,324) 8,489 38 489 , 2,141 2 141 . 4.5 02-01 2013 13.5 15.0 08-01 2013 16 0 08 01 , 89,280 62.278 42.813 (4 324) , 38 489 , 14.0 15.5 02-01 2014 . - 2014 16 5 02-01 2015 27.002 89,280 62,278 42.813 , (4,324) , 8 489 2,141 14.5 16.0 08-01 2014 . 17.0 08-01 2015 27,002 27 002 89,280 62,278 42,813 (4,324) , 38,489 2,141 2 141 15.0 16.5 02-01 2015 17.5 02-01 2016 , 27,002 89,280 89 280 62,278 6 42.813 (4,324) 38,489 , 2,141 15.5 17.0 08-01 2015 16 0 17 5 02 18.0 08-01 2016 27,002 , 89,280 2,278 62 278 42.813 42 813 (4,324) 38,489 2,141 . . -01 2016 16.5 18.0 08-01 2016 18.5 02-01 2017 19 0 08 01 27,002 89,280 , 62,278 . 42.813 (4.324) (4 324) 38,489 38 2,141 17.0 18.5 02-01 2017 . - 2017 19.5 02-01 2018 27,002 89,280 62.278 42.813 , (4,324) ,489 38 489 2,141 17.5 19.0 08-01 2017 20.0 08-01 2018 27,002 27 002 89,280 89 62,278 42,813 (4,324) , 38,489 2,141 2 141 18.0 19.5 02-01 2018 18 5 20.5 02-01 2019 , 27,002 ,280 89 280 62,278 62 278 42,813 (4,324) 8,489 , 2,141 . 20.0 08-01 2018 19.0 20.5 02-01 2019 21.0 08-01 2019 21 5 02 01 27,002 , 89,280 , 62.278 42.813 42.813 (4.324) (4 324) 38,489 38 2,141 19.5 21.0 08-01 2019 . - 2020 22.0 08-01 2020 27,002 89,280 62,278 42.813 , (4,324) ,489 38 489 2,141 20.0 21.5 02-01 2020 22.5 02-01 2021 27,002 27 002 89,280 89 62,278 42.813 (4,324) , 38,489 2,141 2 141 20.5 22.0 08-01 2020 21 0 23.0 08-01 2021 , 27,002 ,280 89 280 62.278 62 278 42.813 (4,324) 38,489 , 2,141 . 22.5 02-01 2021 21.5 23 0 08-01 2021 23.5 02-01 2022 24 0 08 01 27,002 . 89,280 . 62,278 42,813 42.813 (4,324) (4 324) 38,489 38 2,141 . 22.0 23.5 02-01 2022 . - 2022 24.5 02-01 2023 27,002 89,280 62,278 42.813 , (4.324) ,489 38 489 2,141 22.5 24.0 08-01 2022 25.0 08-01 2023 27,002 27 002 89,280 62,278 42.813 (4,324) , 38,489 2,141 2 141 23.0 24.5 02-01 2023 2 25.5 02-01 2024 , 27,002 89,280 89 280 62,278 62 278 42,813 (4,324) 38,489 , 2,141 3.5 25.0 08-01 2023 24.0 25 5 02-01 2024 26.0 08-01 2024 27,002 , 89,280 . 62.278 42.813 42 813 (4,324) 38,489 2,141 . 24.5 26.0 08-01 2024 Totals . 4.324 2.140.666 216,207 38,489 1,924,459 21141 107.033 25.0 26.5 02-01 2025 Ehlers and Associates. Inc. 01/12/98 Page 2 9 APPENDIX D REDEVELOPMENT QUALIFICATIONS FOR TAX INCREMENT FINANCING DISTRICT NO. A-5 Redevelopment qualifications are on file with the City of Richfield. APPENDIX D-1 Draft as of January 14, 1998 Draft for HRA Review TAX INCREMENT FINANCING PLAN for the establishment of TAX INCREMENT FINANCING DISTRICT NO. B-5 (a redevelopment district) within REDEVELOPMENT PROJECT AREA B • RICHFIELD HOUSING AND REDEVELOPMENT AUTHORITY CITY OF RICHFIELD HENNEPIN COUNTY STATE OF MINNESOTA Public Hearing: February 23, 1998 Adopted: Prepared by: • EHLERS & ASSOCIATES, INC. 3060 Centre Pointe Drive Roseville, Minnesota 55113-1105 Phone: (612) 697-8500 Fax: (612) 697-8555 E-mail: info@ehlers-inc.com Web Site: www.ehiers-inc.com • TABLE OF CONTENTS (for reference purposes only) DISTRICT NO. B-5 ......................................................... 132-1 Subsection 2-1. Foreword .................................................. 132-1 Subsection 2-2. Statutory Authority ........................................... 132-1 Subsection 2-3. Statement of Objectives ................. 132-1 SECTION I - MODIFICATION TO THE REDEVELOPMENT PLAN FOR ... ................................. . . REDEVELOPMENT PROJECT AREA B . . . . .1-1 Foreword ..... ...........................................................1-1 Subsection C. Description of Redevelopment Project Area .......................... 1-1 Subsection G. Acquisition and Relocation Activities .............................. 1-2 SECTION 17 TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING Subsection 2-4. Subsection 2-5. Subsection 2-6. Subsection 2-7. Subsection 2-8. Subsection 2-9. Subsection 2-10. Subsection 2-11. Subsection 2-12. Subsection 2-13. Subsection 2-14. Subsection 2-15. Subsection 2-16. Subsection 2-17. Subsection 2-18. Subsection 2-19. Subsection 2-20. Subsection 2-21. Redevelopment Plan Overview .................................. 132-1 Legal Description of Property in Tax Increment Financing District No. B-5 B2-2 Classification of Tax Increment Financing District No. B-5 132-3 Original Tax Capacity and Tax Rate ............................. 132-4 Estimated Captured Net Tax Capacity Value/Increment .............. B2-4 Property To Be Acquired ...................................... 132-4 Uses of Funds ............................................... 132-5 Sources of Revenue/Bonded Indebtedness ......................... 132-5 Definition of Tax Increment Revenues ............................ 132-6 Duration of Tax Increment Financing District No. B-5 ............... 132-6 Estimated Impact on Other Taxing Jurisdictions .................... B2-6 Notification of Prior Planned Improvements ....................... B2-7 Administration of Tax Increment Financing District No. B-5 .......... 132-7 Municipal Approval and Public Purpose .......................... 132-8 Fiscal Disparities Election ..................................... 132-9 State Tax Increment Financing Aid .............................. B2-9 County Road Costs ........................................... B2-9 Summary .................................................. B2-10 APPENDIX A - BOUNDARY MAPS OF REDEVELOPMENT PROJECT AREA B AND TAX INCREMENT FINANCING DISTRICT NO. B-5 ............................... A-1 APPENDIX B - LEGAL DESCRIPTION OF PROPERTY TO BE INCLUDED IN TAX INCREMENT FINANCING DISTRICT NO. B-5 ............................... B-1 APPENDIX C - ESTIMATED CASH FLOW FOR TAX INCREMENT FINANCING DISTRICT NO. B-5 ........................................................... C-2 APPENDIX D - REDEVELOPMENT QUALIFICATIONS FOR TAX INCREMENT FINANCING DISTRICT NO. B-5 ........................................................... D-1 0 SECTION I MODIFICATION TO THE REDEVELOPMENT PLAN FOR REDEVELOPMENT PROJECT AREA B Foreword The following text represents a Modification to the Redevelopment Plan for Redevelopment Project Area B. This modification represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area B. Generally, the substantive changes include modifying the boundaries of Redevelopment Project Area B as specified below. For further information, a review of the Redevelopment Plan for Redevelopment Project Area B, adopted July 16, 1910, is recommended. It is available from the City Clerk-Treasurer at the City of Richfield. Other relevant information is contained in the Tax Increment Financing Plans for the Tax Increment Financing Districts located within Redevelopment Project Area B. Subsection C. Description of Redevelopment Proiect Area The modified boundary lines for Redevelopment Project Area B are as follows: Beginning at the intersection of the south right-of-way line of State Highway, No. 62 and the east right-of-way line of Oliver Avenue South, thence in a line easterly more of less, along said south right-of-way line to its intersection with the west right-of-way-line of Pleasant Avenue South. Thence southerly along said west right- of-way line to its intersection with the south right-of-way line of West 63rd Street. Thence westerly along said south right-of-way line to its intersection with the west right-of-way line of Aldrich Avenue South. Thence, southerly along said west right-of-way line to its intersection with the south property line of Lot 4, Block 2, Ray's Lynnhurst Second Addition. Thence, westerly along said south property line, as extended, to its intersection with the east property line of Lot 9, Block 2, Ray's Lynnhurst Second Addition. Thence, southerly along said east property line, as extended, to its intersection with the south property line of Lot 5, Block 2, Ray's Lynnhurst Section Addition. Thence, westerly along said south property line, as extended, to its intersection with the south right-of-way line of Mildred Drive. Thence, westerly more or less, along said south right-of-way line to its intersection with the east right-of-way of Emerson Avenue South. Thence, southerly along said east right-of-way line to its intersection with the north property line of Lot A, Silverwood Second Addition. Thence, easterly along said north property line, as extended, to its intersection with the east property line of Lot A, Silverwood Second Addition. Thence, southerly along said east property line, as extended, to its intersection with the south right-of-way line of West 66th street. Thence, westerly along said south right-of- way line to its intersection with the west right-of-way line of Humboldt Avenue South. Thence, southerly along said west right-of-way line to its intersection with the north right-of-way line of West 69th Street. Thence, westerly along said north right-of-way line to its intersection with the west right-of-way line of Irving Avenue South. Thence, southerly along said west right-of-way line to its intersection with the south right-of- way line of West 72nd Street. Thence, easterly along said south right-of-way line to its intersection with the west right-of-way line of Humboldt Avenue South. Thence, southerly along said west right-of-way line to its intersection with the north right-of-way line of West 73rd Street. Thence, westerly along said north right-of- way line to its intersection with the west right-of-way line of Penn Avenue South. Thence, southerly along said west right-of-way line to its intersection with the north right-of-way line of West 74th Street. Thence, westerly along said north right-of-way line to its intersection with the west right-of-way line of Sheridan Avenue South. Thence, southerly along said west right-of-way line to its intersection with the north right-of- way line of West 76th street.. Thence, westerly along said north right-of-way line to its intersection with the east right-of-way line of Xerxes Avenue South. Thence, northerly along said east right-of-way line to its Richfield HRA Modification to the Redevelopment Plan for Redevelopment Project Area B 1-1 intersection with the south right-of-way line of West 66th Street. Thence, easterly along said south right-of- way line to its intersection with the east right-of-way line of Russell Avenue South. Thence, southerly along said east right-of-way line to its intersection with the north property line of Lot 23, Block 2, Tingdale Brothers Lincoln Hills. Thence, easterly along said north property line, as extended, to its intersection with the east property line of Lot 23, Block 2, Tingdale Brothers Lincoln Hills. Thence, southerly along said east property line, as extended, to its intersection with the south right-of-way line of West 67th Street. Thence, easterly along said south right-of-way line to its intersection with the east property line of Lot 24, Block 16, Tingdale Brothers Lincoln Hills. Thence, southerly along said east property line, as extended, to its intersection with the north right-of-way line of West 69th Street. Thence, easterly along said north right-of-way line to its intersection with the east right-of-way line of Penn Avenue South. Thence, northerly along said east right-of- way line to its intersection with the south right-of-way line of West 67th Street. Thence, easterly along said south right-of-way line to its intersection with the east right-of-way line of Oliver Avenue South. Thence, northerly along said east right-of-way line to its intersection with the south property line of Lot 13, Block 11, Ray's Lynnhurst Addition. Thence westerly along said south property line, as extended, to the center line of the alley of Block 12, Ray's Lynnhurst Addition. Thence northerly along said centerline to the south right-of- way line of West 63rd Street. Thence easterly along said south right-of-way line to the east right-of-way line of Oliver Avenue South. Thence northerly along said east right-of-way line to the point of beginning. Subsection G. Acquisition and Relocation Activities Acquisition In furtherance of the Richfield Rediscovered Housing Program, HRA staff maintained standards set forth in previous years to identify property for acquisition. In its sequential numbering system, this is Cycle V in the housing program. As in the past, residential property owners were contacted and surveyed to determine (a.) whether or not they continued to express an interest in selling their property on a voluntary basis and (b.) if interested, within which time frame. Additional means of obtaining candidate properties were made by (a.) property owners contacting the HRA requesting that their property be considered for the program and (b.) referrals by the City's health and inspections department. Candidate properties were further evaluated for program eligibility and inspected. The properties identified for acquisition under Cycle V of the program are listed in Appendix A of the Tax Increment Financing Plan for Tax Increment Financing District No. B-5. Relocation The HRA accepts as binding its obligations under provisions of federal and state law (M.S., Chapter 117) for relocation. 0 Richfield HRA Modification to the Redevelopment Plan for Redevelopment Project Area B 1-2 • SECTION II TAX INCREMENT FINANCING PLAN FOR TAX INCREMENT FINANCING DISTRICT NO. B-5 Subsection 2-1. Foreword The City of Richfield ("City"), the Richfield Housing and Redevelopment Authority (the "HRA"), staff and consultants have prepared the following information to expedite the establishment of Tax Increment Financing District No. B'-5 ("District No. B-5"), a redevelopment tax increment financing district, located in Redevelopment Project Area B. Subsection 2-2. Statutory Authority Within the City, there exist areas where public involvement is necessary to cause development or redevelopment to occur. To this end, the City and HRA have certain statutory powers pursuant to Minnesota Statutes ("M.S."), Sections 469.001 through 469.047, inclusive, as amended, and M.S., Sections 469.174 through 469.179, inclusive, as amended (the "Tax Increment Financing Act" or "TIF Act"), to assist in financing public costs related to this project. This Section contains the Tax Increment Financing Plan (the "Plan") for District No. B-5. Other relevant information is contained in the Modification to the Redevelopment Plan for Redevelopment Project Area B. Subsection 2-3. Statement of Objectives District No. B-5 currently consists of 36 parcels of land and adjacent and internal rights-of-way. District No. B-5 is created to facilitate the demolition of substandard houses and enable families to construct new houses • on the lots through a program known as Richfield Rediscovered, which is administered by the HRA. Currently District B-5 consists of 36 lots with the potential for a total of 37 new homes to be constructed, including double lots. Due to the voluntary nature and timing of the sale of the homes included in District B-5, it is likely that some of the parcels will not be redeveloped or will be included in subsequent tax increment financing districts. The budget for District No. B-5 found in Subsection 2-10 does assume that 37 new homes are built. This plan is expected to achieve many of the objectives outlined in the Modification to the Redevelopment Plan for Redevelopment Project Area B. The activities contemplated in the present Modification to the Redevelopment Plan and the Tax Increment Financing Plan do not preclude the undertaking of other qualified development or redevelopment activities. These activities are anticipated to occur over the life of District No. B-5 and Redevelopment Project Area B. Subsection 2-4. Redevelopment Plan Overview 1. Property to be Acquired - Selected property located within District No. B-5 may be acquired by the City or HRA and is further described in this Plan. 2. Upon approval of a developers plan relating to the project and completion of the necessary legal requirements, the City or HRA may sell to a developer selected properties that they may acquire within District No. B-5 or may lease land or facilities to a developer. 3. The City or HRA may perform or provide for some or all necessary acquisition, construction, relocation, demolition, and required utilities and public streets work within • District No. B-5. Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 132-1 Subsection 2-5. Legal Description of Property in Tax Increment Financing District.No. B-5 • District No. B-5 encompasses all property and adjacent rights-of-way identified by the parcels listed below. Please see the map in Appendix A for further information on the location of District No. B-5. Property Address PID Number 6239 Aldrich 28-028-24-11-0020 6245 Aldrich 28-028-24-11-0019 6300 Aldrich 28-028-24-11-0041 7432 Aldrich 33-028-24-41-0026 7525 Aldrich 33-028-24-41-0164 6744 Blaisdell 27-028-24-31-0007 7436 Bryant 33-028-24-41-0048 7500 Colfax 33-028-24-41-0083 7520 Colfax 33-028-24-41-0088 6305 Girard 28-028-24-12-0027 6320 Girard 28-028-24-12-0033 6331 Girard 28-028-24-12-0022 6421 Girard 28-028-24-13-0008 7532 Girard 33-028-24-42-0074 6440 Humboldt 28-028-24-24-0009 6306 Irving 28-028-24-21-0126 6310 Irving 28-028-24-21-0075 • 6805 Irving 28-028-24-34-0008 6645 Knox 28-028-24-31-0032 6700 Oliver 28-028-24-32-0067 6855 Penn 28-028-24-33-0146 6817 Queen ** 29-028-24-44-0013 6913 Queen 29-028-24-44-0175 6924 Queen 29-028-24-44-0141 6933 Queen 29-028-24-44-0170 7227 Queen 32-028-24-14-0017 7332 Queen 32-028-24-14-0083 6813 Russell 29-028-24-44-0038 6817 Russell 29-028-24-44-0037 6820 Russell 29-028-24-44-0046 6824 Russell 29-028-24-44-0047 6917 Russell 29-028-24-44-0154 6608 Stevens 27-028-24-42-0073 6736 Upton 29-028-24-42-0132 7332 Upton 32-028-24-13-0059 6900 Vincent 29-028-24-43-0121 ** Denotes double lot 0 Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 132-2 • Subsection 2-6. Classification of Tax Increment Financing District No. B-5 The City and HRA, in determining the need to create a tax increment financing district in accordance with M.S., Sections 469.174 to 469.179,as amended, inclusive, finds that District No. B-5, to be established, is a redevelopment district, pursuant to M.S., Section 469.174, Subd. 10(a)(1) as defined below: (a) "Redevelopment district" means a type of tax increment financing district consisting of a project, or portions of a project, within which the authorityfinds by resolution that one of the following conditions, reasonably distributed throughout the district, exists: (1) parcels consisting of 70 percent of the area in the district are occupied by buildings, streets, utilities, or other improvements and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance; or (2) The property consists of vacant, unused, underused, inappropriately used, or infrequently used railyards, rail storage facilities or excessive or vacated railroad rights-of-way. (b) For purposes of this subdivision, "structurally substandard" shall mean containing defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors, which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance. 0 (c) A building is not structurally substandard if it is in compliance with the building code applicable to new buildings or could be modified to satisfy the building code at a cost of less than 15 percent of the cost of constructing a new structure of the same square footage and type on the site. The municipality may find that a building is not disqualified as structurally substandard under the preceding sentence on the basis of reasonably available evidence, such as the size, type, and age of the building, the average cost of plumbing, electrical, or structural repairs or other similar reliable evidence. The municipality may not make such a determination without an interior inspection of the property, but need not have an independent, expert appraisal prepared of the cost of repair and rehabilitation of the building. An interior inspection of the property is not required, if the municipalityfinds that (1) the municipality or authority is unable to gain access to the property after using its best efforts to obtain permission from the party that owns or controls the property; and (2) the evidence otherwise supports a reasonable conclusion that the building is structurally substandard... (e) For purposes of this subdivision, a parcel is not occupied by buildings, streets, utilities or other improvements until 15 percent of the area of the parcel contains improvements. In meeting the statutory criteria described above, the City and HRA rely on the following facts and findings: ¦ District No. B-5 is a redevelopment district consisting of 36 parcels. ¦ An inventory of the parcels shows that at least 70 percent of the area of District B-5 consists of parcels in District No. B-5 are occupied as defined in the TIF Act. An inspection of the buildings located within District No. B-5 finds that more than 50 percent of the buildings are structurally substandard as defined in the TIF Act. (See Appendix D) Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 132-3 Subsection 2-7. Original Tax Capacity and Tax Rate Pursuant to M.S., Section 469.174, Subd. 7 and M.S., Section 469.177, Subd. 1, the Original Net Tax Capacity (ONTC) as certified for District No. B-5 is based on the market values placed on the property by the assessor in 1998 for taxes payable 1999. Pursuant to M.S., Section 469.177, Subds. 1 and 2, the County Auditor shall certify in each year (beginning in the payment year 1999) the amount by which the original value has increased or decreased as a result of: 1. change in tax exempt status of property; 2. reduction or enlargement of the geographic boundaries of the district; 3. change due to adjustments, negotiated or court-ordered abatements; 4. change in the use of the property and classification; 5. change in state law governing class rates; or 6. change in connection with previously issued building permits. In any year in which the current Net Tax Capacity value of District No. B-5 declines below the ONTC, no value will be captured and no tax increment will be payable to the City or HRA. It is expected that the original local tax rate for District No. B-5 will be the local tax rate for taxes payable 1999. The estimate below is proposed payable 1998. The Original Tax Capacity and the Original Local Tax Rate for District No. B-5 appear in the table below. Original Tax Capacity Value $23,112 Percent Retained by City 100% Original Local Tax Rate 1.37491 Subsection 2-8. Estimated Captured Net Tax Capacity Value/Increment Pursuant to M.S., Section 469.174 Subd. 4 and M.S., Section 469.177, Subd. 1, 2, and 4, the estimated Captured Net Tax Capacity (CTC) of District No. B-5, within Redevelopment Project Area B, upon completion of the project, will annually approximate tax increment revenues as shown in the table below. The City and HRA request 100 percent of the available increase in tax capacity for repayment of its obligations and current expenditures, beginning in the tax year payable 2000. The project tax capacity listed is an estimate of values when the project is completed. Project Estimated Tax Capacity upon Completion of Project (PTC) $68,820 Original Estimated Net Tax Capacity (ONTC) 23,112 Estimated Captured Tax Capacity (CTC) 45,708 Estimated Annual Tax Increment (CTC x Local Tax Rate) $62,844 Subsection 2-9. Property To Be Acquired The City or HRA may acquire any parcel within District No. B-5 including interior and adjacent street rights Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 132-4 of way. The parcels are listed in Subsection 2-5. 1. Any properties identified for acquisition will be acquired by the City or HRA only in order to accomplish one or more of the following: carry out land acquisition, site improvements, clearance and/or development to accomplish the uses and objectives set forth in this plan. 2. The following are conditions under which properties not designated to be acquired may be acquired: The City or HRA may acquire property by gift, dedication, condemnation or direct purchase from willing sellers in order to achieve the objectives of this tax increment financing plan. Such acquisitions will be undertaken only when there is assurance of funding to finance the acquisition and related costs. Subsection 2-10. Uses of Funds Currently under consideration for District No. B-5 is a proposal to facilitate the demolition of substandard houses and enable families to construct new houses on the lots. The City and HRA have determined that it will be necessary to provide assistance to the. project for certain costs. The City has studied the feasibility of the development or redevelopment of proper ty in and around District No. B-5. To facilitate the establishment and development or redevelopment of District No. B-5, this Plan authorizes the use of tax increment financing to pay for the cost of certain eligible expenses. The estimate of public costs and uses of funds associated with District No. B-5 over the life of the district is outlined in the following table. Uses of Funds Per House Total Land Acquisition $65,00 $2,405,000 Site Preparation (Demolition/Grading) 10,000 370,000 Interest 22,466 831,231 Administrative Costs (up to 10%) 5,000 185,000 TOTAL $102,466 $3,791,231 Estimated costs associated with District No. B-5 are subject to change. The cost of all activities to be considered for tax increment financing will not exceed, without formal modification, the budget above pursuant to the applicable statutory requirements. Pursuant to M.S., Section 469.1763, Subd. 2, no more than 25 percent of the tax increment paid by property within District No. B-5 will be spent on activities related to development or redevelopment outside of District No. B-5 but within the boundaries of Redevelopment Project Area B, (including administrative costs, which are considered to be spent outside of District No. B-5) subject to the limitations as described in this Plan. Subsection 2-11. Sources of Revenue/Bonded Indebtedness Acquisition and site preparation costs outlined in the Uses of Funds will be financed primarily through the annual collection of tax increments. The City or HRA reserves the right to use other sources of revenue legally applicable to the Modification to the Redevelopment Plan and the Plan, including, but not limited to, special assessments, general property taxes, state aid for road maintenance and construction, proceeds from the sale of land, other contributions from the developer and investment income, to pay for the estimated public costs. The City or HRA reserves the right to incur bonded indebtedness or other indebtedness as a result of the Plan. As presently proposed, the project may be financed by a bond issue or loans. Additional indebtedness may Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 132-5 be required to finance other authorized activities. The total principal amount of bonded indebtedness or other indebtedness related to the use of tax increment financing will not exceed without a modification to the Plan pursuant to applicable statutory requirements. This provision does not obligate the City or HRA to incur debt. The City or HRA may issue bonds or incur other debt only upon the determination that such action is in the best interest of the City. The City or HRA may also finance the activities to be undertaken pursuant to the Plan through loans from funds of the City or HRA. The estimated sources of funds for District No. B-5 over the life of the district are contained in the table below. Sources of Funds Per House Total Tax Increment Land Sales Other Tax Increment/Grants Local Contribution $42,462 $1,571,110 30,000 1,110,000 27,880 1,031,560 2,123 78,555 TOTAL $102,466 $3,791,225 Subsection 2-12. Definition of Tax Increment Revenues Pursuant to M.S., Section 469.174, Subd. 25, tax increment revenues derived from a tax increment financing district include all of the following potential revenue sources: 1. taxes paid by the captured net tax capacity, but excluding any excess taxes, as computed under M.S., Section 469.177; 2. the proceeds from the sale or lease of property, tangible or intangible, purchased by the authority with tax increments; 3. repayments of loans or other advances made by the authority with tax increments; and 4. interest or other investment earnings on or from tax increments. Subsection 2-13. Duration of Tax Increment Financing District No. B-5 Pursuant to M.S., Section 469.175, Subd. 1, and Section 469.176, Subd. 1, the duration of District No. B-5 must be indicated within the Plan. Pursuant to M.S., Section 469.176, Subd. 1(b), the duration of District No. B-5 will be 25 years from the date of receipt of the first increment by the City or HRA. The date of receipt by the City of Richfield of the first tax increment will be approximately 2000. Thus, it is estimated that District No. B-5, including any modifications of the Plan for subsequent phases or other changes, would terminate after 2024, or when the Plan is satisfied. The City or HRA does reserve the right to decertify District No. B-5 prior to the legally required date. Subsection 2-14. Estimated Impact on Other Taxing Jurisdictions The estimated impact on other taxing jurisdictions assumes construction which would have occurred without the creation of District No. B-5. If the construction is a result of tax increment financing, the impact is $0 to other entities. Notwithstanding, the fact that the fiscal impact on the other taxing jurisdictions is $0 due to the fact that the construction would not have occurred without the assistance of the City or HRA, the following estimated impact of District No. B-5 would be as follows if the "but for" test was not met: Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 132-6 IMPACT ON TAX BASE - 1997/1998 Estimated Captured Total Net Tax Capacity (CTC) Percent of CTC Tax Capacity Upon Project Completion to Entity Total Hennepin County 936,486,071 45,708 0.0049% I.S.D. No. 280 26,436,495 45,708 0.1729% City of Richfield 17,976,447 45,708 0.2543% IMPACT ON TAX RATES 1997/1998 Percent Potential Extension Rates of Total CTC Taxes Hennepin County 0.384710 27.98% 45,708 17,584 I.S.D. No. 280 0.632310 45.99% 45,708 28,902 City of Richfield 0.276640 20.12% 45,708 12,645 Metro Area 0.056330 4.10% 45,708 2,575 Watershed 0.006590 0.48% 45,708 301 Other 0.018330 1.33% 45,708 838 Total 1.374910 100.00% 62,844 i The estimates listed above display the captured tax capacity when all construction is completed. The tax rate used for calculations is the estimated 1997/Pay 1998 rate. The total net capacity for the entities listed above are based on estimated Pay 1998 figures. District No. B-5 will be certified under the actual 1997/1998 rates, which were unavailable at the time this Plan was prepared. Subsection 2-15. Notification of Prior Planned Improvements The City or HRA shall, after due and diligent search, accompany its request for certification to the County Auditor or its notice of District No. B-5 enlargement with a listing of all properties within District No. B-5 or area of enlargement for which building permits have been issued during the eighteen (18) months immediately preceding approval of the Plan by the municipality pursuant to M.S., Section 469.175, Subd. 3. The County Auditor shall increase the original value of District No. B-5 by the value of improvements for which a building permit was issued. Pursuant to M.S., Section 469.177, Subd. 4, the City is in the process of reviewing the area to be included in District No. B-5 to determine if any building permits have been issued during the 18 months immediately preceding approval of the Plan by the City and HRA. Subsection 2-16. Administration of Tax Increment Financing District No. B-5 Administration of District No. B-5 will be handled by the Executive Director of the HRA of the City of Richfield. Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 B2-7 • Subsection 2-17. Municipal Approval and Public Purpose The reasons and facts supporting the findings for the adoption of the Tax Increment Financing Plan for District No. B-5 as required pursuant to M.S., Section 469.175, Subd. 3 are as follows: 1. Finding that District No. B-5 is a redevelopment district as defined in M.S., Section 469.174, Subd. 0(a)(1). District No. B-5 consists of 36 parcels, with plans to redevelop the area for residential purposes. At least 70 percent of the District consists of parcels which are occupied by buildings, streets, utilities, or other improvements and more than 50 percent of the buildings in District No. B-5, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance (See Appendix D). 2. Finding that the proposed development, in the opinion of the City Council, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of District No. B-5 permitted by the Plan. Due to the high cost of redevelopment on the parcels currently occupied by substandard buildings and the cost of financing the proposed improvements, this project is feasible only through assistance, in part, from tax increment financing. A comparative analysis of estimated market values both with and without establishment of Tax Increment Financing District No. B-5 and the use of tax increments has been performed as described above. If all development which is proposed to be assisted with tax increment were to occur in District No. B-5, the total increased market value would be up to $2,683,800 It is the Council's finding that no development with a market value of greater than $1,943,921 would occur without tax increment assistance in this district within 25 years. This finding is based upon evidence from general past experience with the high cost of acquisition and site improvements in the general area of District No. B-5 (see Cashflow in Appendix Q. 3. Finding that the Tax Increment Financing Plan for District No. B-5 conforms to the general plan for the development or redevelopment of the municipality as a whole. The Plan will be reviewed by the Planning Commission on January 27, 1998 in order to find the Plan in conformance with the general development plan of the City. 4. Finding that the Tax Increment Financing Plan for District No. B-5 will afford maximum opportunity, consistent with the sound needs of the City as a whole, for the development or redevelopment of Redevelopment Project Area B by private enterprise. The project to be assisted by District No. B-5 will result in increased employment in the City and the State of Minnesota, the renovation of substandard properties, increased tax base of the State and add a high quality development to the City. Additional findings are set forth in the Authorizing Resolution of the City. Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 62-8 Subsection 2-18. Fiscal Disparities Election No commercial/industrial property is expected to be constructed in District No. B-5. Subsection 2-19. State Tax Increment Financing Aid Pursuant to M.S., Section 273.1399, for tax increment financing districts for which certification was requested after April 30, 1990, a'municipality incurs a reduction in state tax increment financing aid (RISTIFA) applied to the municipality's Local Government Aids (LGA) first and, Homestead and Agricultural Aid (HACA) second, in an amount equal to a formula based upon the equalized qualifying captured tax capacity (QCTC) of the tax increment financing district. Pursuant to M.S., Section 273.1399, Subd. 6, the City or HRA may choose an option to the LGA-HACA penalty. District No. B-5 is exempt from the LGA-HACA reduction if the City or HRA elects to make a qualifying local contribution at the time of approving the tax increment financing plan. To qualify for the exemption in each year, the City or HRA must make a qualifying local contribution to the project of a certain percentage. The local contribution for a redevelopment district is 5 percent. The maximum local contribution for all districts in the City in any year is limited to two percent of the City's net tax capacity, after which point the City or HRA must make an additional contribution equal to the lesser of (a) 0.25 percent of the City's net tax capacity or (b) 3 percent of tax increment revenues for that year. The amount of the local contribution must be made out of unrestricted money of the City or HRA, such as the general fund, a property tax levy, or a federal or state grant-in-aid which may be spent for general government purposes. The local contribution may not be made, directly or indirectly, with tax increments or developer payments. The local contribution must be used to pay project costs and cannot be used for general government purposes. The City elects to make the annual local contribution to the project to exempt itself from the LGA- HACA penalty. The City or HRA will pay for costs of the project described in this Plan, in an amount equal to 5 percent of annual tax increment for District No. B-5, subject to the limitations described above, in any year in which such amount exceeds 2 percent of the City's net tax capacity. Such contribution may be in form of either lump sum or annual payments (in addition to tax increment payments) towards costs identified in this Plan or other costs related to that development or redevelopment. The contribution may also be made in the form of public improvements financed by the City or HRA or other unit of government with unrestricted funds. Subsection 2-20. County Road Costs Pursuant to M.S., Section 469.175, Subd. M, the county board may require the City or HRA to pay for all or part of the cost of county road improvements if the proposed development to be assisted by tax increment will, in the judgement of the county, substantially increase the use of county roads requiring construction of road improvements or other road costs and if the road improvements are not scheduled within the next five years under a capital improvement plan or other county plan. In the opinion of the City and HRA and consultants, the proposed development outlined in this Plan will have little or no impact upon county roads. If the county elects to use increments to improve county roads, it must notify the City or HRA within thirty days of receipt of this Plan. r1 L-A Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 62-9 Is Subsection 2-21. Summary The City of Richfield is establishing District No. B-5 to preserve and enhance the tax base and redevelop substandard areas.. The Tax Increment Financing Plan for District No. B-5 was prepared by Ehlers & Associates, Inc., 3060 Centre Pointe Drive, Roseville, Minnesota 55402-4100, telephone (612) 697-8500. E Richfield HRA Tax Increment Financing Plan for Tax Increment Financing District No. B-5 62-10 0 APPENDIX A BOUNDARY MAPS OF REDEVELOPMENT PROJECT AREA B AND TAX INCREMENT FINANCING DISTRICT NO. B-5 0 • APPENDIX A-1 HEM:.. ILL11:111!L -?-?;-?? ER=BEE all '- -? HE EH _ LL?FI L o -aA?7 Rp3'J u AIL ??' 1? Lam., ' ?' -aAV -aAV zlii I V O W Qi •aAV PaeP.10d I z O A and 7ai(oaitl MEE EE w -aAV IUBS*Mld O 77- r H .-V alepuki A L la rrhrl •aAV:rplogiunH : IV E El •aAv uuad 7I I ? I I ; II I V d C U - W ?j -i ? y ?p L a aL, d t0 ? 00 S Cry r?-rr--??^^?? 3®®u iuiu : i` -aA? iepa? W C aaE? ; ®? B ? i d? a ? G ! J , LS TTR' -and yzyi Q •aAV PIIRPJOd P.AVIaHODIN n ??????IJJJJJJ . , ?an? aiepuC-I 6?7 uuad Q= 00 Q1 F: 0 0 a 0 °o a? 0 °o a 0 0 0 O O O O •aAV saXraX L .---y .01V saxiaX ? to CA t0 •aAV aep, .,IV noySmmooTg •aA? ?T3T i W a •aAV P-Tod z O A • aA? aanoaiH Q 3al> seaTd O A ---AV aTUPUhq A w •aAV lPToq-H J tD H El ml- C [MERRHEE HE b MEE ca L c 17rl, r r •aAV nnad f •aAV Sa-X P O q L •aAy WI Lv » v 'O ? v C1 V •? L d A z o d C II I !? PIG ` i ='' I `?I?? Tom! I? ? 17 a?J i r - I ? aAV ;)FpUk ?' I !l r? y ? ?? p ° Trr" JEE91? aA? uuad o ?. ? aAV saxiag J ? ? n ? n • • • APPENDIX B LEGAL DESCRIPTION OF PROPERTY TO BE INCLUDED IN TAX INCREMENT FINANCING DISTRICT NO. B-5 Property Address PID Number 6239 Aldrich 28-028-24-11-0020 6245 Aldrich 28-028-24-11-0019 6300 Aldrich 28-028-24-11-0041 7432 Aldrich 33-028-24-41-0026 7525 Aldrich 33-028-24-41-0164 6744 Blaisdell 27-028-24-31-0007 7436 Bryant 33-028-24-41-0048 7500 Colfax 33-028-24-41-0083 7520 Colfax 33-028-24-41-0088 6305 Girard 28-028-24-12-0027 6320 Girard 28-028-24-12-0033 6331 Girard 28-028-24-12-0022 6421 Girard 28-028-24-13-0008 7532 Girard 33-028-24-42-0074 6440 Humboldt 28-028-24-24-0009 6306 Irving 28-028-24-21-0126 6310 Irving 28-028-24-21-0075 6805 Irving 28-028-24-34-0008 6645 Knox 28-028-24-31-0032 6700 Oliver 28-028-24-32-0067 6855 Penn 28-028-24-33-0146 6817 Queen ** 29-028-24-44-0013 6913 Queen 29-028-24-44-0175 6924 Queen 29-028-24-44-0141 6933 Queen 29-028-24-44-0170 7227 Queen 32-028-24-14-0017 7332 Queen 32-028-24-14-0083 6813 Russell 29-028-24-44-0038 6817 Russell 29-028-24-44-0037 6820 Russell 29-028-24-44-0046 6824 Russell 29-028-24-44-0047 6917 Russell 29-028-24-44-0154 6608 Stevens 27-028-24-42-0073 6736 Upton 29-028-24-42-0132 7332 Upton 32-028-24-13-0059 6900 Vincent 29-028-24-43-0121 ** Denotes double lot APPENDIX B-t i APPENDIX C ESTIMATED CASH FLOW FOR TAX INCREMENT FINANCING DISTRICT NO. B-5 • APPENDIX C-2 CITY OF RICHFIELD, MINNESOTA TAX INCREMENT FINANCING DISTRICT #B-5 T.I.F. CASH FLOW ASSUMPTIONS Interest Rate: Tax Extension Rate: 61 1.374937491 Pay 98 Estimate Inflation Rate: 0.0000% BASE VALUE INFORMATION Tax MV Per Unit # Units Market Value Capacity Various Parcels 64,200 36 2,311,200 23,112 Total 23,112 PROJECT VALUE INFORMATION Type of Tax Increment District: Housing Number of Units: 37 Class Rates: Single Family <$75k 1.0000% Single Family >$75k 1.8500% Estimated Market Value On all Projects: 4,995,000 Pay 00 Estimated Total Market Value per Unit 135,000 Estimated Additonal Market Value Per Unit: 70,800 Estimated Tax Capacity: 68,820 Pay 00 Estimated Taxes: 94,621 Estimated Taxes Per Unit: 2,557 Estimated Tax Increment: 62,844 Estimated Tax Increment Per Unit: 1,698 Estimated Land Sales 1,110,000 Estimated Land Sales Per Unit 30,000 BUT / FOR ANALYSIS_ Current Market Value - Est. 2,311,200 New Market Value - Est. 4,995,000 Difference 2,683,800 Present Value of Tax Increment 739,879 Difference 1,943,921 Value Likely to Occur Without TIF is Less Than: 1,943,921 Ehlers and Associates, Inc. 01/12/98 Page 1 CITY OF RICHFIELD, MINNESOTA TAX INCREMENT FINANCING DISTRICT #B-5 • I ]l TAX INCREMENT CASH FLOW Base Project Captured Semi-Annual Admin. Semi-Annual Local Match Years PERIOD BEGINNING Tax Tax Tax Gross Tax at Net Tax at Of PER IOD EN DING Yrs. Mth. Yr. Capacity Capacity Capacity Increment 10.10% Increment 5.00% Increment Yrs. Mth. Yr. 0.0 08-01 1998 23,112 23,112 0 0 0 0 0 0.0 0.5 02-01 1999 0.5 02-01 1999 23,112 23,112 0 0 0 0 0 0.0 1.0 08-01 1999 1.0 08-01 1999 23,112 23,112 0 0 0 0 0 0.0 1.5 02-01 2000 1.5 02-01 2000 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 0.5 2.0 08-01 2000 2.0 08-01 2000 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 1.0 2.5 02-01 2001 2.5 02-01 2001 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 1.5 3.0 08-01 2001 3.0 08-01 2001 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 2.0 3.5 02-01 2002 3.5 02-01 2002 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 2.5 4.0 08-01 2002 4.0 08-01 2002 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 3.0 4.5 02-01 2003 4.5 02-01 2003 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 3.5 5.0 08-01 2003 5.0 08-01 2003 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 1 4.0 5.5 02-01 2004 5.5 02-01 2004 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 4.5 6.0 08-01 2004 6.0 08-01 2004 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 5.0 6.5 02-01 2005 6.5 02-01 2005 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 5.5 7.0 08-01 2005 7.0 08-01 2005 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 6.0 7.5 02-01 2006 7.5 02-01 2006 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 6.5 8.0 08-01 2006 8.0 08-01 2006 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 7.0 8.5 02-01 2007 8.5 02-01 2007 23,112 88,820 45,708 31,422 (3,174) 28,249 1,571 7.5 9.0 08-01 2007 9.0 08-01 2007 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 8.0 9.5 02-01 2008 9.5 02-01 2008 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 8.5 10.0 08-01 2008 10.0 08-01 2008 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 9.0 10.5 02-01 2009 10.5 02-01 2009 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 9.5 11.0 08-01 2009 11.0 08-01 2009 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571. 10.0 11.5 02-01 2010 11.5 02-01 2010 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 10.5 12.0 08-01 2010 12.0 08-01 2010 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 11.0 12.5 02-01 2011 12.5 02-01 2011 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 11.5 13.0 08-01 2011 13.0 08-01 2011 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 12.0 13.5 02-01 2012 13.5 02-01 2012 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 12.5 14.0 08-01 2012 14.0 08-01 2012 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 13.0 14.5 02-01 2013 14.5 02-01 2013 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 13.5 15.0 08-01 2013 15.0 08-01 2013 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 14.0 15.5 02-01 2014 15.5 02-01 2014 23.112 68,820 45,708 31,422 (3,174) 28,249 1,571 14.5 16.0 08-01 2014 16.0 08-01 2014 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 15.0 16.5 02-01 2015 16.5 02-01 2015 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 15.5 17.0 08-01 2015 17.0 08-01 2015 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 16.0 17.5 02-01 2016 17.5 02-01 2016 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 16.5 18.0 08-01 2016 18.0 08-01 2016 23,112 68,820 45,708 31,422 (3,174) 28,249 1,5711 17.0 18.5 02-01 2017 18.5 02-01 2017 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 17.5 19.0 08-01 2017 19.0 08-01 2017 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 18.0 19.5 02-01 2018 19.5 02-01 2018 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 18.5 20.0 08-01 2018 20.0 08-01 2018 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 19.0 20.5 02-01 2019 20.5 02-01 2019 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 19.5 21.0 08-01 2019 21.0 08-01 2019 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 20.0 21.5 02-01 2020 21.5 02-01 2020 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 20.5 22.0 08-01 2020 22.0 08-01 2020 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 21.0 22.5 02-01 2021 22.5 02-01 2021 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 21.5 23.0 08-01 2021 23.0 08-01 2021 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 22.0 23.5 02-01 2022 23.5 02-01 2022 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 22.5 24.0 08-01 2022 24.0 08-01 2022 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 23.0 24.5 02-01 2023 24.5 02-01 2023 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 23.5 25.0 08-01 2023 25.0 08-01 2023 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 24.0 25.5 02-01 2024 25.5 02-01 2024 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 24.5 26.0 08-01 2024 26.0 08-01 2024 23,112 68,820 45,708 31,422 (3,174) 28,249 1,571 25.0 26.5 02-01 2025 Totals 1,571,110 (158,682) 1,412,428 78,555 Present Values 739,879 (74,728) 665,151 Ehlers and Associates, Inc. 01/12/98 Page 2 • APPENDIX D REDEVELOPMENT QUALIFICATIONS FOR TAX INCREMENT FINANCING DISTRICT NO. B-5 Redevelopment qualifications are on file with the City of Richfield. • • APPENDIX D-1 • Draft as of January 14, 1998 Draft for HRA Review a MODIFICATION TO THE TAX INCREMENT FINANCING PLANS FOR TAX INCREMENT FINANCING DISTRICTS A-1, A-2, A-3, A-4, B-1, B-2, B-3 AND B-4 (redevelopment districts) • Richfield Housing and Redevelopment Authority City of Richfield County of Hennepin State of Minnesota Modifications Adopted by HRA: Public Hearing on Modifications: February 23, 1998 Modifications Adopted by City Council: 0 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-1 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District A-1. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District A-1 ("District A-I ") as originally adopted by the City Council on July 23, 1990 and modified from time to time since that date. District A-1 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District A-1 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District A-1, and identification of the parcels which have been certified in District A-I by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District A-1, increasing the total amount of the budget for District A-1, nor increasing the total amount of indebtedness for District A-1. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District A-I is recommended. They are available from the Richfield HRA. Section D. Description of Property in,the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential list of properties to be included in District A-1 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. Below is a chart which includes the tax increment financing parcels included in District A-1. All of the parcels included in District A-1 were listed in the original tax increment plan and are not modifications to District A-1. -1: It is not expected that additional parcels will be certified to Hennepin County to be included in District A • Property Address PID Number HRA TIF District No. County Project Number Date of TIF Cert. Request Date of County Certification 7320 5th Ave. 34-028-24-14-0041 A-1 1254 12/06/90 05/10/91 6425 15th Ave. 26-028-24-13-0046 A-1 1254 12/06/90 05/10/91 6518 15th Ave. 26-028-24-13-0079 A-1 1254 12/06/90 05/10/91 6401 Bloomington Ave. 26-028-24-14-0096 A-1 1256 12/05/91 07/07/92 1256 =1254 expansion Amend 3119193 6538 Bloomington Ave. 26-028-24-13-0102 A-1 1256 06/25/92 07/07/92 1256 =1254 expansion Amend 3119193 7129 1st Ave. 34-028-24-12-0085 A-1 1256 10/23/91 07/07/92 1256 =1254 expansion Amend 3119193 6612 2nd Ave. 27-028-24-42-0068 A-1 1256 03/24/92 07/07/92 1256 =1254 expansion Amend 3119193 6407 15th Ave. 26-028-24-13-0049 A-1 1256 06/08/92 0.0108695652 1256 =1254 expansion Amend 3119193 6415 15th Ave. 26-028-24-13-0047 A-1 1256 06/25/92 07/07/92 1256 =1254 expansion Amend 3119193 6501 15th Ave. 26-028-24-13-0115 A-1 1256 4/14/92 & 07/07/92 1256 =1254 expansion 06/11/92 Amend 3119193 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-1 Page 1 Section G. Estimate of Costs The following is a clarification of the budget for public costs as originally adopted. The HRA and City are not increasing the budget for District A-1 but are being changed to meet new reporting requirements and include all potential categories of costs. Total including the July 23, 1990 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $1,009,393 $770,669 Demolition/Site Clearance 114,950 110,000 Administration 16,326 60,000 Interest 200,000 Total Cost $1,140,669 $1,140,669 Section H. Estimated Amount of Obligated Funds. In the original tax increment financing plan and resolution approved by the City Council on July 23, 1990, $1,000,000 of inter-fund loan proceeds from the City's sanitary sewer fund, water fund, and the HRA's LHN tax increment fund ($333,333 per fund) were authorized to finance the activities of District A-1 and Tax Increment Financing District B-1. Given the relative size of the original budgets for each of the tax increment districts and the actual number of parcels certified, it is estimated that the authority for loans to be incurred by District A-1 was 60% of the total authority or $600,000. Section I. Sources of Revenue. Due to new reporting requirements of sources of revenue, the original tax increment plan is being modified to include all sources of funds, not only tax increments which are funding the majority of the public costs. Total including the Revenue July 23, 1990 Original Budget February 23, 1998 Modification Tax Increments $820,175 $720,000 Interest Earnings 0 10,000 Land Sale 0 400,000 Other 0 10,669 Total $820,175 $1,140,669 • Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-1 Page 2 ' Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-1 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District B-1. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District B-1 ("District B-1 ") as originally adopted by the City Council on July 23, 1990 and modified from time to time since that date. District B-1 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District B-1 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District B-1, and identification of the parcels which have been certified in District B-1 by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District B-1, increasing the total amount of the budget for District B-1, nor increasing the total amount of indebtedness for District B-1. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District B-1 is recommended. They are available from the Richfield HRA. Section D. Description of Property in the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential list of properties to be included in District B-1 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. • Below is a chart which includes the tax increment financing parcels included in District B-1. All of the parcels included in District B-1 were listed in the original tax increment plan and are not modifications to District B-1. It is not expected that additional parcels will be certified to Hennepin County to be included in District B-1: Property Address PID Number HRA TIF District No. County Project Number Date of TIF Cert. Request Date of County Certification 6315 Dupont Ave. subd: 28-028-24-11-0067 B-1 1255 12/06/90 5/10/91 & 7/12/91 1016 Mildred Drive 28-028-24-11-0081 1020 Mildred Drive 28-028-24-11-0082 6424 James Ave. 28-028-24-24-0046 B-1 1255 05/14/91 07/12/91 7145 James Ave. 33-028-24-21-0078 B-1 1255 12/06/90 5/10/91 & 7/12/91 7210 James Ave. chgn: 33-028-24-24-0071 13-1 1255 12/06/90 5/10/91 & 7/12/91 7223 James Ave. 33-028-24-24-0071 6813 Logan Ave.; chgn 28-028-24-34-0052 B-1 1255 05/14/91 07/12/91 6809 Logan Ave. 6313 Morgan Ave. 28-028-24-22-0079 B-1 1255 05/14/91 07/12/91 6321 Humboldt Ave. 28-028-24-12-0046 B-1 1257 03/30/92 07/07/92 Modification to the Tax Increment Financing Plan For Tax Increment Financing District B-1 Page 1 Section G. Estimate of Costs The following is a clarification of the budget for public costs as originally adopted. The HRA and City are not increasing the budget for District B-1 but are being changed to meet new reporting requirements and include all potential categories of costs. Total including the July 23, 1990 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $425,007 $350,881 Demolition/Site Clearance 48,400 48,400 Administration 6,874 31,000 Interest 50,000 _ Total Cost $480,281 $480,281 0 District B-1 was 40% of the total authority or $400,000. Section H. Estimated Amount of Obligated Funds. In the original tax increment financing plan and resolution approved by the City Council on July 23, 1990, $1,000,000 of inter-fund loan proceeds from the City's sanitary sewer fund, water fund, and the HRA's LHN tax increment fund ($333,333 per fund) were authorized to finance the activities of District B-1 and Tax Increment Financing District A-1. Given the relative size of the original budgets for each of the tax increment districts and the actual number of parcels certified, it is estimated that the authority for loans to be incurred by Section 1. Sources of Revenue. Due to new reporting requirements of sources of revenue, the original tax increment plan is being modified to include all sources of funds, not only tax increments which are funding the majority of the public costs. Total including the July 23, 1990 February 23, 1998 Revenue Original Budget Modification Tax Increments $452,775 $278,281 Interest Earnings 0 1,000 Land Sale 0 200,000 Other 0 1,000 Total $452,775 $480,281 • Modification to the Tax Increment Financing Plan For Tax Increment Financing District B-1 Page 2 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-2 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District A-2. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District A-2 ("District A-2") as originally adopted by the City Council on July 20, 1992, and modified from time to time since that date. District A-2 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District A-2 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District A-2, and identification of the parcels which have been certified in District A-2 by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District A-2, increasing the total amount of the budget for District A-2, nor increasing the total amount of indebtedness for District A-2. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District A-2 is recommended. They are available from the Richfield HRA. Section D. Description of Property in the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential list of properties to be included in District A-2 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. w Below is a chart which includes the tax increment financing parcels included in District A-2. All of the parcels included in District A-2 were listed in the original tax increment plan and are not modifications to District A-2. It is not expected that additional parcels will be certified to Hennepin County to be included in District A-2: Property Address PID Number HRA TIF District No. County Project Number Date of TIF Cert. Request Date of County Certification 7500 Bryant Ave. 33-028-24-41-0106 A-2 1258 11/06/92 07/08/93 7520 Bryant Ave. 33-028-24-41-0110 A-2 1258 06/15/93 07/08/93 6634 4th Ave. 27-028-24-41-0052 A-2 1258 02/09/93 07/08/93 6926 Chicago Ave. 26-028-24-33-0028 A-2 1267 07/25/95 3!7/96 and 6844 141h Ave. 26-028-24-43-0056 A-2 1267 03/18/96 07/12/96 7245 12th Ave. 35-028-24-13-0001 A-2 1260-1258e 05/25/94 07/12/94 7528 Bryant Ave. 33-028-24-41-0112 A-2 1260-1258e 07/15/93 07/12/94 7112 1st Ave. 34-028-24-12-0096 A-2 1260-1258e 10/07/93 07/12/94 6225 14th Ave. 26-028-24-12-0071 A-2 1260-1258e 07/15/93 07/12/94 6310 15th Ave. 26-028-24-12-0077 A-2 1260-1258e 08/23/93 07/12/94 7021 Nicollet Ave. 34-028-24-12-0023 A-2 1260-1258e 06/16/94 07/12/94 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-2 Page 1 Section G. Estimate of Costs • The following is a clarification of the budget for public costs as original ly adopted. The HRA and City are not increasing the budget for District A-2 bu t are being changed to meet new reporting requirements and include all potential categories of costs. Total including the July 20, 1992 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $1,074,225 $800,000 Demolition/Site Clearance 105,000 105,000 Administration 5,000 40,000 Interest 239,225 Total Cost $1,184,225 $1,184,225 Section H. Estimated Amount of Obligated Funds. It was anticipated that $500,000 of funds from the HRA's general fund/development account would be available on a long-term basis for financing the net public costs. The $500,000 amount was the anticipated net costs after land sale proceeds had been received by the HRA. Section I. Sources of Revenue. • Due to new reporting requirements of sources of revenue, the original tax increment plan is being modified to include all sources of funds, not only tax increments which are funding the majority of the public costs. Total including the July 20, 1992 February 23, 1998 Revenue Original Budget Modification Tax Increments $493,850 $493,850 Interest Earnings 0 50,000 Land Sale 0 590,375 Other 0 50,000 Total $493,850 $1,184,225 • Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-2 Page 2 Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-2 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District B-2. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District B-2 ("District B-2") as originally adopted by the City Council on July 20, 1992, and modified from time to time since that date., District B-2 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District B-2 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District B-2, and identification of the parcels which have been certified in District B-2 by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District B-2, increasing the total amount of the budget for District B-2, nor increasing the total amount of indebtedness for District B-2. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District B-2 is recommended. They are available from the Richfield HRA. Section D. Description of Property in the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential list of properties to be included in District B-2 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. CJ Below is a chart which includes the tax increment financing parcels included in District B-2. All of the parcels included in District B-2 were listed in the original tax increment plan and are not modifications to District B-2. It is not expected that additional parcels will be certified to Hennepin County to be included in District B-2: Property PID HRA TIF County Date of TIF Date of Address Number District No. Project Number Cert. Request County Certification 6641 Oliver Ave. 28-028-24-32-0045 B-2 1259 12/30/92 07/08/93 7124 Washburn Ave. 32-028-24-12-0073 B-2 1261-1259exp 10/05/93 07/12/94 6912 Oliver Ave. 28-028-24-33-0053 B-2 1261-1259exp 10/05/93 07/12/94 Section G. Estimate of Costs The following is a clarification of the budget for public costs as originally adopted. The HRA and City are not increasing the budget for District B-2 but are being changed to meet new reporting requirements and include all potential categories of costs. Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-2 Page I Total including the July 20, 1992 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $532,575 $412,575 Demolition/Site Clearance 55,000 55,000 Administration 5,000 25,000 Interest 100,000 Total Cost $592,575 $592,575 Section H. Estimated Amount of Obligated Funds. It was anticipated that $500,000 of funds from the HRA's general fund/development account would be available on a long-term basis for financing the net public costs. The $500,000 amount was the anticipated net costs after land sale proceeds had been received by the HRA. Section I. Sources of Revenue. Due to new reporting requirements of sources of revenue, the original tax increment plan is being modified to include all sources of funds, not only tax increments which are funding the majority of the public costs. Total including the • July 20, 1992 February 23, 1998 Revenue Original Budget Modification Tax Increments $279,500 $279,500 Interest Earnings _ 0 10,000 Land Sale 0 293,075 Other 0 10,000 Total $279,500 $592,575 C7-A Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-2 Page 2 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-3 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District A-3. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District A-3 ("District A-3") as originally adopted by the City Council on June 20, 1994, and modified from time to time since that date. District A-3 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District A-3 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District A-3, and identification of the parcels which have been certified in District A-3 by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District A-3, increasing the total amount of the budget for District A-3, nor increasing the total amount of indebtedness for District A-3. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District A-3 is recommended. They are available from the Richfield HRA. Section D. Description of Property in the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential list of properties to be included in District A-3 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the . parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. • Below is a chart which includes the tax increment financing parcels included in District A-3. All of the parcels included in District A-3 were listed in the original tax increment plan and are not modifications to District A-3. It is not expected that additional parcels will be certified to Hennepin County to be included in District A-3: Property Address PID Number HRA TIF District No. County Project Number Date of TIF Cert. Request Date of County Certification 6625 Stevens Ave. 27-028-24-42-0095 A-3 1262 01/10/95 07/19/95 6500 14th Ave. 26-028-24-13-0132 A-3 1262 12/20/94 07/19/95 6828 Elliot Ave. 26-028-24-34-0135 A-3 1262 11/02/94 07/19/95 7525 Girard Ave. 33-028-24-42-0094 A-3 1262 11/21/94 07/19/95 7537 Girard Ave. 33-028-24-42-0091 A-3 1262 08/31/94 07/19/95 7416 4th Ave.subd: 34-028-24-41-0053 A-3 1262 09/30/94 07/19/95 7412-4th Ave. (Lot A) 34-028-24-41.0137 not certified 7416-4th Ave. (Lot B) 34-028-24-41-0138 09/30/94 6404 15th Ave. 26-028-24-13-0052 A-3 1262 11/21/94 07/19/95 6432 15th Ave. 26-028-24-13-0059 A-3 1268 04/12/96 07/12/96 7344 Bryant Ave. 33-028-24-14-0047 A-3 1270 08/27/96 06/30/97 Amends 1262 & 1268 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-3 Page I Section G. Estimate of Costs The following is a clarification of the budget for public costs as originally adopted. The HRA and City are not increasing the budget for District A-3 but are being changed to meet new reporting requirements and include all potential categories of costs. Total including the June 20, 1994 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $1,204,050 $1,000,000 Demolition/Site Clearance 138,000 138,000 Administration 23,000 100,000 Interest 127,050 Total Cost $1,365,050 $1,365,050 Section H. Estimated Amount of Obligated Funds. It was anticipated that $700,000 of funds from the HRA's general fund/development account would be available on a long-term basis for financing the net public costs. The $700,000 amount was the anticipated net costs after land sale proceeds had been received by the HRA. Section I. Sources of Revenue. Due to new reporting requirements of sources of revenue, th e original tax increment plan is being modified to include all sources of funds, not only tax increments whic h are funding the majority of the public costs. Total including the June 20, 1994 February 23, 1998 Revenue Original Budget Modification Tax Increments $1,379,400 $1,045,350 Interest Earnings 0 10,000 Land Sale 0 300,000 Other 0 10,000 Total $1,379,400 $1,365,350 • Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-3 Page 2 Modification to the Tax Increment Financing Plan for Tax Increment Financinla District B-3 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District B-3. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District B-3 ("District B-3") as originally adopted by the City Council on June 20, 1994, and modified from time to time since that date. District B-3 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District B-3 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District B-3, and identification of the parcels which have been certified in District B-3 by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District B-3, increasing the total amount of the budget for District B-3, nor increasing the total amount of indebtedness for District B-3. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District B-3 is recommended. They are available from the Richfield HRA. Section D. Description of Property in the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential list of properties to be included in District B-3 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. Below is a chart which includes the tax increment financing parcels included in District B-3. All of the parcels included in District B-3 were listed in the original tax increment plan and are not modifications to District B-3. It is not expected that additional parcels will be certified to Hennepin County to be included in District B-3: Property PID HRA TIF County Date of TIF Date of Address Number District No. Project Number Cert. Request County Certification 6404 Humboldt Ave. 28-028-24-24-0002 B-3 1263 12/14/94 07/19/95 6821 Logan Ave. 28-028-27-34-0050 B-3 1263 11/15/94 07/19/95 6236 Pleasant Ave. 27-028-24-22.0056 B-3 1263 09/30/94 07/19/95 6645 Upton Ave. 29-028-24-42-0015 B-3 1266-1263ex 07/19/95 03/07/96 Section G. Estimate of Costs The following is aclarification of the budget for public costs as originally adopted. The HRA and City are not increasing the budget for District B-3 but are being changed to meet new reporting requirements and include all potential categories of costs. Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-3 Page I Total including the June 20, 1994 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $827,600 $693,600 Demolition/Site Clearance 84,000 84,000 Administration 16,000 50,000 Interest 100,000 Total Cost $927,600 $927,600 0 Section H. Estimated Amount of Obligated Funds. It was anticipated that $700,000 of funds from the HRA's general fund/development account would be available on a long-term basis for financing the net public costs. The $700,000 amount was the anticipated net costs after land sale proceeds had been received by the HRA. Section I. Sources of Revenue. Due to new reporting requirements of sources of revenue, the original tax increment plan is being modified to include all sources of funds, not only tax increments which are funding the majority of the public costs. June 20,1994 Revenue Original Budget Tax Increments $979,875 $787,600 Interest Earnings 0 10,000 Land Sale 0 120,000 Other 0 10,000 Total $979,875 $927,600 • Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-3 Total including the February 23, 1998 Modification Page 2 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-4 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District A-4. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District A-4 ("District A-4") as originally adopted by the City Council on May 15, 1995, and modified from time to time since that date. District A-4 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District A-4 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District A-4, and identification of the parcels which have been certified in District A-4 by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District A-4, increasing the total amount of the budget for District A-4, nor increasing the total amount of indebtedness for District A-4. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District A-4 is recommended. They are available from the Richfield HRA. Section D. Description of Property in the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential list of properties to be included in District A-4 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. Below is a chart which includes the tax increment financing parcels included in District A-4. All of the parcels included in District A-4 were listed in the original tax increment plan and are not modifications to District A-4. It is not expected that additional parcels will be certified to Hennepin County to be included in District A-4: Property Address PID Number HRA TIF District No. County Project Number . Date of TIF Cert. Request Date of County Certification 7216 1st Ave. 34-028-24-13-0094 A-4 1264 07/25/95 07/12/96 7415 3rd Ave. 34-028-24-41-0008 A-4 08/18/97 IN PROCESS 6812 13th Ave. 26-028-24-43-0022 A-4 1264 07/25/95 07/12/96 6820 Portland 27-028-24-44-0006 A-4 11/18/97 IN PROCESS 7429 Dupont Ave. 33-028-24-41-0076 A-4 1264 07/25/95 07/12/96 7025 Nicollet Ave. 34-028-24-12-0022 A-4 11107/97 IN PROCESS 7037 Oakland Ave. subd: 35-028-24-22-0042 A-4 1264 08/23/95 07/12/96 7033 Oakland 35-028-24-22-0125 7037 Oakland 35-028-24-22-0126 Section G. Estimate of Costs The following is a clarification of the budget for public costs as originally adopted. The HRA and City are not increasing the budget for District A-4 but are being changed to meet new reporting requirements and include all potential categories of costs. Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-4 Page I Total including the May 15, 1995 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $2,408,100 $2,054,100 Demolition/Site Clearance 276,000 276,000 Administration 46,000 100,000 Interest 300,000 Total Cost $2,730,100 $2,730,100 Section H. Estimated Amount of Obligated Funds. It was-anticipated that $750,000 of funds from the HRH's general fund/development account would be available on a long-term basis for financing the net public costs. The $750,000 amount was the anticipated net costs after land sale proceeds had been received by the HRA. Section I. Sources of Revenue. Due to new reporting requirements of sources of revenue, the original tax increment plan is being modified to include all sources of funds, not only tax increments which are funding the majority of the public costs. Total including the May 15, 1995 February 23, 1998 Revenue Original Budget Modification Tax Increments $2,740,373 $2,460,100 Interest Earnings 0 10,000 Land Sale 0 250,000 Other 0 10,000 Total $2,740,373 $2,730,100 Modification to the Tax Increment Financing Plan for Tax Increment Financing District A-4 Page 2 Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-4 February 23, 1998 The following text represents a modification to the Tax Increment Financing Plan for Tax Increment Financing District B-4. The modification to the Tax Increment Financing Plan represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project Area "A" ("Project Area A") and the Tax Increment Financing Plan for Tax Increment Financing District B-4 ("District B-4") as originally adopted by the City Council on May 15, 1995, and modified from time to time since that date. District B-4 is a redevelopment tax increment financing district which provides funding sources for the Richfield Housing and Redevelopment Authority (the "HRA") to acquire structurally substandard single family homes, demolish the homes, and resell the lots for construction of a new homestead property. District B-4 is allowed to collect tax increments from the new homes for up to 25 years. Generally, the substantive changes in the current modification to the Tax Increment Financing Plan include the clarification of budgets to meet new formats for financial reporting for tax increment, clarification of the indebtedness for District B-4, and identification of the parcels which have been certified in District B-4 by address, parcel identification numbers, and Hennepin County project number. This modification is not increasing the size of District B-4, increasing the total amount of the budget for District B-41 nor increasing the total amount of indebtedness for District B-4. For further information, a review of the Tax Increment Financing Plan for Tax Increment Financing District B-4 is recommended. They are available from the Richfield HRA. Section D. Description of Property in the Tax Increment Financing District Due to the nature of the Richfield Rediscovered program, the parcels which were included in the original tax increment financing plan was a potential.list of properties to be included in District B-4 rather than a definitive list of properties to be certified. Certification of properties was requested only when the HRA acquired the parcel. Because the acquisition of parcels occurred over a multi-year period, Hennepin County certified the individual parcels with separate county project numbers or as a modification/expansion to the original tax increment plan. Below is a chart which includes the tax increment financing parcels included in District B-4. All of the parcels included in District B-4 were listed in the original tax increment plan and are not modifications to District B-4. It is not expected that additional parcels will be certified to Hennepin County to be included in District B-4: Property Address PID Number HRA TIF District No. County Project Number Date of TIF Cert. Request Date of County Certification 6320 Oliver Ave. 28-028-24-22-0122 B-4 1265 06/30/96 07/12/96 2819 W. 70-1/2 St. 32-028-24-12-0068 B-4 1265 07/12/96 6601 Logan Ave. 28-028-24-31-0061 B-4 1265 07/25/95 07/12/96 6845 Newton Ave. 28-028-24-33-0018 B-4 1265 through 07/12/96 2916 W. 71-1/2 St. 32-028-24-12-0072 B-4 1269 8/2/1996 and 06/30/97 6824 Queen Ave. 29-028-24-44-0024 B-4 01/06/98 IN PROCESS 6318 Knox Ave. 28-028-24-21-0107 B-4 1272 06/26/97 07/08/97 Amends 1265 & 1269 Section G. Estimate of Costs The following is a clarification of the budget for public costs as originally adopted. The HRA and City are not increasing the budget for District B-4 but are being changed to meet new reporting requirements and Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-4 Page 1 include all potential categories of costs. Total including the May 15, 1995 February 23, 1998 Cost Category Original Budget Modification Property Acquisition $1,308,750 $1,033,750 Demolition/Site Clearance 150,000 150,000 Administration 25,000 100,000 Interest 200,000 Total Cost $1,483,750 $1,483,750 Section H. Estimated Amount of Obligated Funds. It was anticipated that $750,000 of funds from the HRA's general fund/development account would be available on a long-term basis for financing the net public costs. The $750,000 amount was the anticipated net costs after land sale proceeds had been received by the HRA. Section I. Sources of Revenue. Due to new reporting requirements of sources of revenue, the original tax increment plan is being modified to include all sources of funds, not only tax increments which are funding the majority of the public costs. Total including the May 15, 1995 February 23, 1998 Revenue Original Budget Modification Tax Increments $2,052,994 $1,263,775 Interest Earnings 0 10,000 Land Sale 0 200,000 Other 0 10,000 Total $2,052,994 $1,483,775 Modification to the Tax Increment Financing Plan for Tax Increment Financing District B-4 Page 2 HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter No. 8 Agenda January 20, 1998 Issue Statement: Adoption of a resolution authorizing the purchase of 7520 Colfax Avenue under the Richfield Rediscovered Program. Background: The property at 7520 Colfax Avenue is a 936 square foot house with no basement which is in need of significant updating. It has been well maintained for some time however, all systems are in need of updating, including heating, plumbing and electrical systems. Due to the increasing property values in Richfield, even the small, outdated properties command a higher value. The property was appraised at $71,000 by BCL Appraisals; however, $69,000 was agreed upon as a sale price. The owners are elderly and have signed up for senior cooperative housing in another community. Although their new residence will not be completed until fall 1998, the owners would like the assurance of knowing the sale can proceed. Recommended Motion: Adopt the resolution authorizing: 1. The purchase of the property at 7520 Colfax Avenue for $69,000. 2. The HRA Chairperson and Executive Director to execute purchase agreements and • other documents to effectuate the purchase. Basis of Recommendation: 1. The property meets program requirements for acquisition. 2. Funding for Richfield Rediscovered acquisition is available. 3. The owners have voluntarily expressed interest in selling the property to the HRA. 4. The purchase has been negotiated below appraised values. Alternative Recommendation: Do not authorize acquisition. Discussion/Decision Mode: The purchase agreement is ready to be prepared in final form. Respectfully submitted, Jame D. Prosser Executive Director • JDP:cak HRA RESOLUTION NO. RESOLUTION AUTHORIZING PURCHASE OF REAL PROPERTY LOCATED AT 7520 COLFAX AVENUE FOR THE RICHFIELD REDISCOVERED PROGRAM WHEREAS, the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (HRA) desires to purchase certain real property pursuant to and in furtherance of the Richfield Rediscovered Redevelopment Project (Project) heretofore adopted by the City of Richfield (City) and the HRA, said real property being described as Lot 6, Block 22, Irwin Shores Addition; and WHEREAS, the HRA is authorized by Minnesota Statutes Section 469.012 to acquire real property within its area of operation; and WHEREAS, the property meets all program requirements for acquisition; and WHEREAS, the HRA has caused an appraisal of the subject property to be made by a qualified, independent professional real estate appraiser and has negotiated a purchase price; and WHEREAS, funds have been provided by the HRA and are available for . acquisition. NOW, THEREFORE, BE IT RESOLVED, by the Richfield Housing and Redevelopment Authority: 1. The purchase price for 7520 Colfax Avenue is approved at $69,000. 2. The Chairperson and Executive Director are authorized to execute a Purchase Agreement or other documents to allow purchase for the amount set forth in this resolution. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 20th day of January, 1998. Thomas E. Harms, Chair ATTEST: Michael Sandahl, Secretary HOUSING AND REDEVELOPMENT AUTHORITY • HRA Letter No. 7 Agenda January 20, 1997 Issue Statement: Consider a status report on Richfield Floral and Nursery's proposed purchase of 817 East 66th Street. Background: In March 1997 the HRA selected Richfield Floral and Nursery as the purchaser of the vacant parcel at East 66th Street and Elliot Avenue. At that time they planned to begin construction in the summer of 1997. Then in September 1997, Richfield Floral and Nursery came before the HRA to give a status report, request approval of some minor modifications to their building plans and to ask for a reduction in the price of land which had been set at $65,200. At that time, the HRA agreed to the plan changes but did not support the reduction in land price. Richfield Floral and Nursery made these requests because the bids for the project came in far higher than anticipated and they were having difficulty securing financing. At that time they indicated that they would delay construction until spring 1998 because the bidding climate may be more favorable. Since then, staff has been told that further building refinements have been made in an effort to reduce costs. They have also been exploring a variety of financing options with • several banks and are again in the process of obtaining new bids. At this writing the bids have not been received and therefore financing has not been secured. Pat Harris of Richfield Floral and Nursery recently indicated that they should have new bids and an answer to their financing question by the end of January. Recommended Motion: Direct staff to communicate to Richfield Floral and Nursery representatives the necessity of presenting to the HRA in February the modified plans and a letter from a lender indicating the availability of financing. Basis of Recommendation: 1. In September the HRA directed staff to continue working with Richfield Floral and Nursery with the understanding that the project would not begin until spring 1998. 2. Richfield Floral and Nursery has made considerable efforts to advance the project. 3. By the end of January, Richfield Floral and Nursery is expecting new bids on the project and subsequently an answer on their financing. Alternative Recommendation: 1. Direct staff to continue discussions with Richfield Floral and Nursery without performance standards. • 2. Request staff to identify other potential developers and report to the HRA on interest. Discussion/Decision Mode: Over the past several months staff has received several inquiries about the availability of the site. The most recent of these was from a local Montessori school currently operating in St. Peter's Church, Richfield. They are losing their lease due to school/class expansion and want to build their own building in Richfield. Given the level of interest in the site, finding an appropriate and desirable alternate developer may not be difficult. Respectfully submitted, Jam D. Prosser Executive Director JDP:cak U 0 HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter N0.6 Agenda January 20, 1998 Issue Statement: Consideration of a proposal to continue the Community Apartment Program (CAP) for a fifth year. Background: At the August HRA meeting, a status report on the CAP program was presented by representatives of Project for Pride in Living and Affordable Suburban Housing for the fourth year of the program. It was decided to contract with these two organizations for an additional three months or until November 30, 1997. Staff would then visit the marketplace and evaluate current consultants along with others which may be appropriate to administer the program. Accordingly, staff and the president of the Richfield Managers Apartment Association (RAMA) interviewed potential consultants: • Affordable Suburban Housing and Project for Pride in Living • Minnesota Multi-Housing Association • Community Action for Suburban Housing • NHD Property Management Company • Julianne Manship Consulting • • CommonBond Communities • Edward McDonald, Consulting The interview committee has recommended Julianne Manship; she is uniquely qualified for this position. For approximately four years, she has been employed by the City of West St. Paul as Neighborhood Development Director. Her job there has been to establish and facilitate neighborhood associations . Prior to this position, she worked as a crime prevention specialist for the West St. Paul Police Department. She is also a consultant with Connections for Communities and assists community leaders in building citizen participation. She would resign her position with West St. Paul if retained as . CAP consultant. The experience of the past four years with CAP suggests that it would now be appropriate to focus on relationship building between apartment residents and residents of the single family community and as well as the broader community. Attached is the contract which has been used previously. The work program is attached as Exhibit A. The contract would be for 12 months, ending in January 1999. The contract would be for $50,000 plus prior approved expenses, such as mileage, postage, etc. Recommended Motion: Approve the execution of a contract with Julianne Manship for a fifth year of the CAP program, beginning February 1, 1998. Basis of Recommendation: 1. CAP is a program which benefits the community. 2. The program needs to focus clearly on relationship building. 3. Julianne Manship has several years of successful experience focusing on relationship building. 4. HRA funds are available. Alternative Recommendation: 1. Delay approval 2. Direct staff to interview other potential consultants. Discussion/Decision Mode: The program has been without personnel since November 30, 1997. Respectfully submitted, Jam D. Prosser • Executive Director JDP:cak 0 HRA January 20, 1998 Attachment PROFESSIONAL SERVICE AGREEMENT COMMUNITY APARTMENT PROGRAM THIS AGREEMENT made and entered into by and between the Housing and Redevelopment Authority in and for the City of Richfield, STATE OF MINNESOTA, hereinafter referred to as the HRA, and Julianne Manship Consulting, hereinafter referred to as JMC. WITNESSETH: WHEREAS, the HRA wishes to purchase the services of JMC; and WHEREAS, there are funds available for the purchase of these services. NOW, THEREFORE, in consideration of the mutual undertakings and agreements hereinafter set forth, the HRA and JMC agree as follows: 1. TERMS AND COST OF THE AGREEMENT JMC agrees to furnish services to the HRA to pursue those outcomes (objectives) within the identified time period as indicated on the attached "Exhibit • A" dated January 9, 1998. The total cost of this Agreement shall not exceed $50,000 plus prior approved expenses. All reports, memos, and other data produced by JMC become the property of the HRA. 2. PAYMENT FOR SERVICES Invoices for services performed by JMC may be submitted monthly. Payment for services shall be made directly to JMC by check. Invoices shall be of sufficient detail for the HRA to determine the activity and personnel for which payment is being made. Payment shall be made within 30 days of receipt of an invoice by the HRA. 3. INDEPENDENT CONTRACTOR JMC shall select the means, method, and manner of performing the services herein in consultation with the HRA. Nothing is intended or should be construed in any manner as creating or establishing the relationship of copartners between JMC and the HRA or as constituting JMC as the agent, representative, or employee of the HRA for any purpose or in any manner whatsoever. JMC is to be and shall remain an independent contractor with respect to all services performed under this Agreement. JMC represents that it • has or will secure at its own expense all personnel required in performing services under this Agreement. Any and all personnel of JMC or other persons while engaged in the performance of any work or services required by this Agreement shall have no contractual relationship with the HRA, and shall not be considered employees of the HRA. Any and all claims that may or might arise under the Unemployment Compensation Act or the Worker's Compensation Act of the State of Minnesota on behalf of said personnel, arising out of employment or alleged employment, including, without limitation, claims of discrimination against JMC, its officers, agents, contractors, or employees shall in no way be the responsibility of the HRA. JMC shall defend, indemnify, and hold the HRA, its officers, agents, and employees harmless from any and all such claims irrespective of any determination of any pertinent tribunal, agency, board, commission, or court. Such personnel or other persons shall neither require nor be entitled to any compensation, rights, or benefits of any kind whatsoever from the HRA, including, without limitation, tenure rights, medical and hospital care, sick and vacation leave, Worker's Compensation, Unemployment Insurance, disability, severance pay, and PERA. 4. NONDISCRIMINATION The HRA operates in accordance with the City of Richfield's policies against discrimination. No person shall be excluded from or denied the benefits of any service performed or contemplated under the terms of this Agreement on the grounds of race, color, creed, religion, age, sex, disability, marital status, public assistance status, ex-offender status, or national origin; and no person who is protected by applicable Federal or State laws against discrimination shall be otherwise subjected to discrimination. JMC shall (1) furnish all information and reports which may be required by the City's Affirmative Action Policy, and (2) it shall comply with the City's Equal Employment Opportunity/Affirmative Action Policies with regard to employment and contracting. 5. INDEMNITY AND INSURANCE JMC agrees to defend, indemnify, and hold the HRA, its officers, and employees harmless from any liability claims, damages, costs, judgments, or expenses, including reasonable attorney fees, resulting directly or indirectly from an act or omission (including without limitation professional errors or omissions) of JMC, its agents, employees, or assignees in performance of the services provided by this contract, and against all loss by reason of the failure of JMC to fully perform in any respect, all obligations under this contract. 6. DATA PRIVACY JMC agrees to abide by all applicable State and Federal laws and regulations concerning the handling and disclosure of private and confidential information concerning individuals and/or data including but not limited to information made non-public by such laws or regulations. 7. RECORDS - AVAILABILITY . JMC agrees that the HRA, the State Auditor, or any of their duly authorized representatives at any time during normal business hours and as often as they may reasonably deem necessary, shall have access to and the right to examine, 2 12. NOTICES i 0 Any notice or demand which must be given or made by a party hereto under the terms of this Agreement shall be in writing. Notices shall be sent as follows: To the HRA; Bruce Palmborg Community Development Director City Hall 6700 Portland Avenue South Richfield, MN 55423 To JMC; Julianne Manship Julianne Manship Consulting 2329 Legion Avenue Lake Elmo, MN 55042 JMC having signed this contract, and the HRA having duly approved this contract on January 20, 1998, and pursuant to such approval and the proper HRA officials having signed this contract, the parties hereto agree to be bound by the provisions herein set forth beginning February 1, 1998 for a period of twelve months or until terminated as provided above. HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD STATE OF MINNESOTA By: Executive Director By: Chairperson JULIANNE MANSHIP CONSULTING By: Its Attest Attest Attest 4 audit, excerpt, and transcribe any books, documents, papers, records, etc., which are pertinent to the accounting practices and procedures of JMC and involve transactions relating to this Agreement. Records shall be retained for . three years from date of final payment with respect to the project. 8. NON-ASSIGNMENT JMC shall not assign, subcontract, transfer, or pledge this contract and/or the services to be performed hereunder, whether in whole or in part, without the prior written consent of the HRA. 9. MERGER AND MODIFICATION a) It is understood and agreed that the entire Agreement between the parties is contained herein and that Agreement supersedes all oral agreements and negotiations between the parties relating to the subject matter hereof. All items referred to in this Agreement are incorporated or attached and are deemed to be part of this Agreement. b) Any material alterations, variations, modifications, or waivers of provisions of this Agreement shall only be valid when they have been reduced to writing as an amendment to this Agreement signed by the parties hereto. 10. DEFAULT AND CANCELLATION a) If JMC fails to perform any of the provisions of this Agreement or so fails to administer the work as to endanger the performance of the Agreement, this shall constitute a default. Unless the default is excused, the HRA, may upon written notice, immediately cancel the Agreement in its entirety. b) The HRH's failure to insist upon strict performance of any provision or to exercise any rights under this Agreement shall not be deemed a relinquishment or waiver of the same, unless consented to in writing. Such consent shall not constitute a general waiver or relinquishment throughout the entire term of the Agreement. c) This Agreement may be canceled without cause by either party upon twenty (20) days written notice. 11. CONTRACT ADMINISTRATION In order to coordinate the services of JMC with the activities of the HRA so as to accomplish the purpose of this contract, Bruce Palmborg shall manage this contract on behalf of the HRA and serve as liaison between the HRA and JMC. In addition, from time to time, meetings shall be held between JMC and the a Community Apartment Program Team. JMC may also report directly to the HRA Board of Commissioners. 3 Exhibit A Page 1 of 0 January 9, 1998 TO: Bruce Paimborg, Community Development Director; City of Richfield RE: Proposed approach and engagement agreements for the management and operation of Richfield's Community Apartment Program Our Mutual Objective To build an inclusive sense of community in the City of Richfield. Overview of the Approach The City of Richfield has, initiated this engagement in order to foster changes in attitudes, perceptions, and day-to-day working relationships between the communities of apartment and single family residents. Surrounding these communities, are a complex mix of individuals with a stake in this outcome. Meaningful change over time requires developing clarity and a personal sense of ownership of those who are stakeholders in any objective. As an independent contractor in support of this objective, I will be making contact with a broad cross-section of the community. The Stakeholders' will be invited to participate in a movement toward building a sense of community. The plan or "road map" to that outcome will be developed by those who participate in the collaboration. My role will be to bring about the facilitation and development of this plan. And, to provide leadership; encouraging an interactive communication link which can guide the participants to the goal of the CAP team ("...encourage strong, stable, vital apartment communities.") At the same time stakeholders' self-interests may reveal additional objectives, which will be included as goals in their "community vision." Approach methods to support the CAP objectives 1. To help apartment and non-apartment residents recognize the rich diversity that each has to offer to community life. Methods: o Fostering a focus on the positive; highlighting similarities, celebrating successes, inviting cross-participation. ' Identifiable stakeholder groups include: city staff, city council members, HRA staff, school board members, businesses, single family home owners, rental property owner/managers and residents, members of the faith communities, civic groups. Julianne Manship Consulting 2329 Legion Avenue, Lake Elmo, MN 55042 (612) 777-8331 0 Page 2 of 3 0 2 2. To initiate a program that establishes a "sense of community" within apartment communities and links apartment communities to the single-family home community. Methods: 0 Invite stakeholders to submit their program ideas through facilitated meetings. The structure of the program is built from group participation. Success is recognized as not just the work of one group, one person; everyone has a part. Specific activities: - Discovering, recruiting interested stakeholders through interviews, focus groups, media, etc. -The City of Richfield is positioned in this as the generator of the invitation and offers support as a partner to the stakeholders. -Develop stronger links between stakeholders. -Establishing media contacts to publicize the invitation to participate. -Listening, encouraging and affirming the community building process of the stakeholders. 3. To assist owners/managers and apartment residents in creating a partnership to build a safe, vital apartment community. Method: 0 a To work in close cwperation with the police department and crime prevention specialists to: -Assess how the Crime Free Multi-Housing program is advancing. -Make recommendations with staff regarding any changes. a Encourage other partnerships within rental properties (e.g.; family night, social events, resident councils, etc.) 4. To assist owners and managers in utilizing the hest management practices available. Method: o Work with RAMA; establishing their needs. -Invite success stories among RAMA and other city coalitions. -Encourage leadership and independence among RAMA members within the cooperative relationship with the City. o Work with crime prevention staff; where do we see areas of possible improvement? -Affirm what is done well. Julianne Manship Consulting 2329 Legion Avenue, lake Elmo, MN SSQ42 (612) 777-8331 0 Page 3 of 3 • Key Assumptlonc regarding client responsibilities A successful contract expects a balance in responsibilities between the client (HRA1 and the consultant. In support of that, the client agrees: o The City staff and HRA will support the concept of a community vision. Such support may include: -Attendance at public meetings; e.g., focus groups, kick-off events, discussions, etc., when appropriate. O To introduce and promote the consultant to the Richfield city staff and other stakeholders, where necessary. o To foster a positive point of view, and assist in dealing with any resistance which may arise in pursuit of this contract's objectives. O To form a review committee who will attend regularly scheduled project review and status report meetings, chaired by the consultant. Materials provided for review will include, any of., - Activities performed to date - Stakeholders involved - Comments from the community - Insights gained - Challenges or issues Any required City response - Recommendations - Intended strategies, activities for next reporting period o To allow the use of its facilities and supporting audio/visual equipment (when available). o To cover (with prior approval) any expenses beyond the consulting fee, including: -Printing, duplication, mailing, long distance telephone. -Mileage incurred in performance of this contract, as measured from I.ake Elmo. Time line This contract has a duration of 12 months, and will be begin February 1, 1998; pending approval by HRA prior to January 31, 1998. Fee Consultant Fee: $50,000, invoiced and payable in equal monthly installments, due in 30 days. Expenses: At actual cost, with prior approval. Julianne Mansho Consulting 2329 Legion Avenue, Lake Elmo, MN 55042 (612) 777-8331 0 HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter No. 5 Agenda January 20, 1998 10 Issue Statement: Consideration of a status report and presentation of a new development concept for the 7600 block of Lyndale Avenue. Background: In August the HRA directed staff to work exclusively with the Main Street Partners to refine their plan. Their plan was selected over two others because it: • Appeared to work financially (with roughly 16 years of TIF). • Involved local ownership. • Most closely met the objectives of the Lyndale Gateway Study. At that time it was reported that DataSource Hagen was no longer involved in the project and that the developer was seeking other tenants for the upper floors of the multi-story building proposed for the east side of Lyndale (the first floor was to be retail). Other plan elements included one and two story retail/office buildings on the west side of Lyndale and townhomes on the east side of Garfield and the west side of Aldrich. In October the HRA directed staff to continue working with the group for three months with a stipulation that, if at the end of that time a redevelopment agreement was not in place the HRA could either provide additional time or direct staff to discontinue discussions and seek other developers. A development agreement has not been discussed because the developer has been unable to find tenants. Recently Gary Tushie, project architect and spokesman for the group indicated to staff that a new concept and has been developed and that professional developers, not the local partnership would be involved. A copy of the new site plan is attached (elevation drawings have not been prepared). The new concept features the following components: • A 23,000 sq. ft. single story retail building to be built by CSM. • A 150 unit 4 story senior apartment by Twin Cities Christian Homes (TCCH). • 27,000 sq. ft. of office space on the ground floor of the south half of the apartment building. • A 93 room Townplace by Marriott hotel to be built by CSM. (There are no townhomes proposed in this concept.) The apartments would be congregate and geared toward "older" seniors. TCCH would like to keep 40% of the units affordable to people making 60% of the median household income. (60% of median income is approximately $20,000.) The Townplace hotel is Marriott's extended stay product. According to the developer this particular hotel does • not need to be immediately adjacent to a freeway but only needs to be in close proximity to a freeway interchange. Senior apartments and a hotel are both departures from earlier plans and from the Lyndale Gateway Study which has been the benchmark against which previous proposals were measured. The Lyndale Gateway Study called for two story buildings with neighborhood oriented retail on the first floor and office space on the second floor. To date the market has not responded favorably to vertically integrated development as envisioned in the Lyndale Gateway Study. Such developments require the right mix of uses and the right developer. So far that mix has not presented itself. Staff still believes such a mix could be found and would be desirable. However the amount of time needed to find such a developer is unknown. A preliminary analysis prepared by the City's financial consultant and based on data provided by the developers indicates the proposed project is economically feasible. Further, the proposed users are reportedly ready to proceed. Should the HRA direct staff to further evaluate the proposal, the following points should be considered: • Building design - this is an urban corridor and the buildings need to reflect that. The idea behind the Lyndale Gateway Study was to have a unified, main street-like development pattern. As such, off-the-shelf or "franchise" architecture should be avoided. The buildings should have custom designed exteriors which relate to and are complimentary of one another. The primary building materials should be brick or a combination of brick and other appropriate materials. Vinyl and wood lap siding are not appropriate materials for this location. • Relationship to neighborhood - On the west side of Lyndale Avenue the plan calls for a 25 ft. to 45 ft. wide landscaped buffer area between Aldrich Avenue and the • parking lot. Access to the parking lot would be from 77th Street and Lyndale Avenue only. As a result, traffic on Aldrich would actually decrease. The plan for the east side of Lyndale Avenue has no such buffer. Moreover, access to the apartment and office parking comes exclusively from Garfield Avenue. Traffic volumes would increase dramatically. A traffic study may be warranted to determine if this traffic pattern could function properly without adversely impact the existing neighborhood. • Financial - TCCH is a nonprofit developer. They take no development fees and they own and manage their projects. Their goal is to keep rents as affordable as possible and at the same time to provide a high quality living environment. To do this they have, in other projects (Minnetonka and Shoreview), required TIF and significant land write downs. The initial financial analysis indicates that the project will work (with some level of TIF assistance). However, until TCCH prepares a detailed proforma to determine the cost of the project and the range of rents, it will not be known if the TIF generated by the project will be sufficient. • Ownership - CSM would develop and own the buildings on the west side of Lyndale Avenue while TCCH would develop and own those of the east. There would no longer be an element of local ownership. The area property owners who were . involved in the Main Street partnership would sell their property to the developers and would then assist the developers in their attempts to secure purchase agreements with the other owners. • Townhomes - The townhome component has been dropped because of a questionable physical fit (too many and too large/tall a unit for the area) and because they negatively impact the economics of the project. The reason they were previously added to the east side of Garfield Avenue was because of the recognized negative impact of the traffic from the then proposed office building. Given that this proposal would have similar traffic impacts, it maybe appropriate to revisit the thought of constructing townhomes along the east side of Garfield Avenue. Recommended Motion: Direct staff to further evaluate both the design and financial aspects of the current proposal and to report back to the HRA in March. Basis of Recommendation: 1. The Main Street Partners made a good faith attempt to secure tenants for the previously approved plan but despite this effort have been unable do so. 2. The new concept plan, while not meeting all the goals of the Lyndale Gateway Study meets many of them. 3. The findings of the 1996 Senior Housing Market Analysis support the construction of this type of senior project. 4. The new concept has the support of the area property owners who were involved in the Main Street partnership and involves two professional developers who are reportedly prepared to move ahead. 5. The concept is in the preliminary stages and requires further evaluation of both the financial and the design aspects. Alternative Recommendation: Direct staff to discontinue discussions with this group and to establish a set of development criteria for the area and seek other developers. Discussion/Decision Mode: Representatives of the developers will be in attendance at the January 20, 1998 HRA meeting to review and discuss the status of the proposal. Respectfully submitted, Jame . Prosser Executive Director JDP:cak • I• • 'o ; x a ? ? $ F ;, R Z F y, ? gp Y ? s < R43 j g ss G F 6 z i o b ?' 1t ;i? d tr C ? O . a I U I I I o ? ? I 0 -------------- n i 10 , r I ? I I • ? I -_---__ i __ _- SOB ` ? '' 11tty ?? I y ?? I ? ?N i i A I II II I III I I II I I II Ul I I I I I I II I I I I I I I I I I? Ni Q ?. r - - --- - - - - a? -q-:)!Ip]V - - -------------- • - - i I ? I I TO I I p I I w 3 I I ? I I I i i i i i i i i I I HOUSING AND REDEVELOPMENT AUTHORITY Council Letter No. 4 Agenda January 20, 1998 Issue Statement: Resolutions designating official depositories for the HRA of Richfield for 1998, including the approval of collateral. Background: In accordance with Minnesota Statutes Section 475.66 and 118.005, the HRA of Richfield must annually establish financial institutions which have pledged the necessary collateral over and above the amount of federal insurance, as public depositories. The Firstar Bank is pledging collateral in the amount of $1,625,000. This collateral pledge means that the HRA's deposits up to this amount are secured with the depository. In addition to this collateral pledge, HRA funds are protected by the Federal Deposit Insurance Corporation in the amount of $100,000, making the total protection afforded by this depository for HRA funds equal to $1,725,000. A resolution naming the Firstar Bank as the 1998 official depository for the Richfield Housing and Redevelopment Authority is attached to this letter. In 1996, Firstar Bank has a community reinvestment rating of "satisfactory." Within Richfield, Firstar Bank has supported remodeling programs and made various cash • donations in support of City and HRA programs. A resolution must be provided annually, designating certain savings and loan associations and banks as official depositories for investment of certain HRA funds. With approval of these official depositories, the HRA will be able to invest funds in these institutions, not exceeding the federal insurance of $100,000. All designated depositories have received a community reinvestment rating of "satisfactory" or better in 1996. Finally, a resolution is also attached which designates certain financial institutions as depositories for the investment of HRA Funds for 1998. These institutions, such as investment brokerage firms offer government securities in the manner required by law. These financial institutions include Richfield Bank and Trust Co., Piper Jaffray I, Dain Bosworth, Norwest Investment Services, and Juran & Moody, Inc. Recommended Motion: It is recommended that the HRA adopt the attached resolutions designating official depositories, with the understanding that the HRA could not invest in any of the depositories beyond the level of insurance coverage of the pledged collateral. U Basis for Recommendation: 1. It is recommended that the HRA adopt the attached resolutions designating official depositories, with the understanding that the HRA could not invest in any of the depositories beyond the level of insurance coverage of the pledged collateral. 2. The HRA has worked with the institutions recommended in the past and has found to have a good working relationship with these institutions. Alternative Recommendation: The HRA could solicit other financial institutions for official depositories, but past relationships with the depositories recommended have proven satisfactory for the HRA. Discussions/Decision Mode: Action of the HRA is desirable at January 20, 1998, HRA meeting so that the HRA may invest funds in the approved financial institutions for the year 1998 immediately. Respectf y submitted, James 14rosser Executive Director • JDP:cak r? HRA RESOLUTION NO. RESOLUTION DESIGNATING THE FIRSTAR BANK A DEPOSITORY • OF FUNDS OF THE HOUSING AND REDEVELOPMENT AUTHORITY FOR RICHFIELD FOR THE YEAR 1998 AND APPROVING COLLATERAL BE IT RESOLVED, by the Housing and Redevelopment Authority of Richfield as follows: That, in accordance with Minnesota Statutes, Section 475.66 and 118.005, the Firstar Bank-Richfield be, and hereby is designated a depository of the funds of the Housing and Redevelopment Authority, and subject to the following terms and conditions: The said depository shall not be required to give bonds or other securities for such deposits provided that the total sum thereof shall not at any time exceed in any depository the sums for which its deposits are insured under the Acts of Congress of the United States relating to insurance of bank deposits; but not in case such deposits in any such depository shall at any time exceed such insured sum, said depository shall immediately furnish bonds or other security for such excess according to law, approved by the Housing and Redevelopment of Richfield. That said depository shall pay on demand all deposits therein; and shall pay all time deposits, at or after the end of the period for which the same shall be deposited, on demand. • BE IT FURTHER RESOLVED, that there shall be maintained a general account in which shall be deposited all monies. Checks on this account shall be signed by the following officers or their facsimile signatures: THOMAS E. HARMS, CHAIRMAN JAMES D. PROSSER, EXECUTIVE DIRECTOR BE IT FURTHER RESOLVED, that there shall be a daily interest savings account. All withdrawals from said account will be for transfers to the general checking account. BE IT FURTHER RESOLVED, that collateral in the amount of $1,625,000, deposited for safekeeping at the Firstar Bank - Milwaukee, Wisconsin is hereby approved. Passed by the Housing and Redevelopment Authority of Richfield, Minnesota this 20th day of January, 1998. Thomas E. Harms, Chair • ATTEST: Michael Sandahl, Secretary HRA RESOLUTION NO. RESOLUTION DESIGNATING CERTAIN FINANCIAL INSTITUTIONS AS DEPOSITORIES FOR THE INVESTMENT OF HOUSING AND REDEVELOPMENT AUTHORITY OF RICHFIELD FUNDS IN 1998 WHEREAS, the Housing and Redevelopment Authority of Richfield has money which is available for investment; and WHEREAS, different financial institutions offer different rates of return on investments; and WHEREAS, the Housing and Redevelopment Authority of Richfield shall purchase U. S. Treasury Bills, U. S. Treasury Notes and other such government securities in the manner required by law from the institution offering the highest rate to the Housing and Redevelopment Authority providing greater flexibility in the investment program and maximize interest income thereon. NOW, THEREFORE, BE IT RESOLVED, by the Housing and Redevelopment Authority of Richfield, Minnesota, as follows: 1. It is hereby found and determined that it is in the best interest of the proper management of Housing and Redevelopment Authority funds that certain financial institutions be designated as additional depositories for Housing and Redevelopment Authority funds for 1998. 2. The following financial institutions designated as depositories for Housing and Redevelopment Authority funds: Richfield Bank and Trust Company Dain Bosworth, Inc. Norwest Investment Services Piper, Jaffrey & Hopwood Juran & Moody, Inc. 3. The Treasurer and Finance Manager are hereby authorized to deposit Housing and Redevelopment Authority funds in any or all of the depositories herein designated. Such deposits may be made and withdrawn from time to time by the Treasurer or Finance Manager's his best judgment and the interests of the Housing and Redevelopment Authority dictates. 4. The investment of funds and the reporting thereof pursuant to this resolution shall be conducted in accordance with established policies regarding the investment of these funds. Passed by the Housing and Redevelopment of Richfield, Minnesota this 20th day of January, 1998. Thomas E. Harms, Chair ATTEST: 0 Michael Sandahl, Secretary HRA RESOLUTION NO. • RESOLUTION DESIGNATING CERTAIN SAVINGS AND LOAN ASSOCIATIONS AND BANKS AS DEPOSITORIES FOR THE INVESTMENT OF THE HOUSING AND REDEVELOPMENT AUTHORITY FUNDS IN 1998 WHEREAS, pursuant to Minnesota Statutes, Section 475.66 and 118.005, municipal funds may be deposited in any Savings and Loan Association which has its deposits insured by the Federal Savings and Loan Insurance Corporation; and WHEREAS, the amount of said deposits may not exceed the Federal Savings and Loan Insurance Corporation insurance covering such deposits which insurance amount is presently $100,000; and WHEREAS, the deposit of Housing and Redevelopment Authority funds in Savings and Loan Associations and Banks would provide greater flexibility in the Housing and Redevelopment Authority's investment program and maximize interest income thereon. NOW, THEREFORE, BE IT RESOLVED, by the Housing and Redevelopment Authority of Richfield, Minnesota as follows: . 1. It is hereby found and determined that it is in the best interest of the proper management of Housing and Redevelopment Authority funds that certain Savings and Loan Association and Banks be designated as additional depositories for Housing and Redevelopment Authority funds for 1998. 2. The following Savings and Loan Associations and Banks are hereby designated as additional depositories for Housing and Redevelopment Authority funds: Norwest Bank Minnesota, NA 6445 Nicollet Avenue South Richfield, Minnesota 55423 Richfield Bank & Trust Company 6625 Lyndale Avenue South Richfield, Minnesota 55423 Twin City Federal Banking and Savings 3330 West 66th Street Edina, Minnesota 55435 3. It is further found and determined that the purpose of such depository designation is to facilitate the proper and advantageous investment of the Housing and Redevelopment Authority funds and that such designation is not • exclusive nor does it preclude the deposit of any Housing and Redevelopment Authority funds in other officially designated depositories of a Housing and Redevelopment Authority. 4. The Treasurer and Finance Manager are hereby authorized to deposit Housing and Redevelopment Authority funds in any or all of the depositories herein designated up to the amount of $100,000, or such other amount as may be subsequently permitted by law, such deposits to be in the form of demand accounts for Public Unit Savings Certificates purchased by the Housing and Redevelopment Authority of Richfield, payable to the Housing and Redevelopment Authority of Richfield on the signatures of the Treasurer or Finance Manager. Passed by the Housing and Redevelopment Authority of Richfield, Minnesota this 20th day of January, 1998. Thomas E. Harms, Chair ATTEST: E Michael Sandahl, Secretary 0 HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter No. 3 Agenda January 20, 1998 Issue Statement: Designation of official newspaper for 1998. Background: The Richfield Sun-Current, published by Minnesota Sun Publications, has been the City's and HRA's official newspaper for many years. Attached is a copy of a letter from Minnesota Sun Publications requesting that they be designated the official newspaper for the City of Richfield for 1998. The 1998 legal advertising rate structure for legals is as follows: 1 Column Width $ 1.24 per line for first insertion (1997 rate was $1.20) $ .60 per line for- subsequent insertions (same as 1997 rate) The City will submit legal notices to the Sun Newspaper via modem, therefore qualifying for a 10% rate discount. Recommended Motion: Designate the Richfield Sun-Current as the official newspaper of the Richfield HRA for the year 1998. Basis for Recommendation: • 1. The paper is delivered to nearly all residences in the City, thereby providing City- wide coverage of legal notices to residents. 2. The paper has served well as the official newspaper for many years. 3. The paper has expressed a desire to continue to provide this service. 4. The cost for legal publications is reasonable. Alternative Recommendation: Not make a designation and request the City Clerk's office to check into using another publication, such as the Minneapolis Star Tribune, however, this would be much more costly. Discussion/Decision Mode: The HRA publishes legal notices on a frequent basis, there, this item has been placed on the January 20, 1998 HRA agenda so that a designation can be made for 1998. Respectfully submitted, James Arosser Executive Director 0 JDP:cak December 15, 1997 MINNESOTA UN City of Richfield PUBLICATIONS Attention: Tom Ferber Sun-Current Sun-Post Sun-Sailor 6700 Portland Avenue South Richfield, MN 55423 Dear Mr. Ferber: The Sun-Current would like to be considered for designation as the legal newspaper for the City of Richfield for the year 1998. Communicating with the people of your community is the primary factor for a city when selecting a legal publication. In a survey conducted this year, it was found that 90% of our readers read the Sun-Current regularly. Combined with the highest penetration of households and the source of local news for Richfield, we offer the best vehicle to reach your community. The rate structure for legals effective January 1, 1998 will be: 1 column width $ 1.24 per line for first insertion $ .60 per line for subsequent insertions Discounts are available depending on format sent. Notarized affidavits on each of your publications will be provided with no additional charge. The deadline for regular length notices is 2 p.m. the Wednesday prior to publication. For notices that are six pages or more in length, the deadline is an extra 24 hours in advance. Please notify us of your decision and we will send you details on deadlines, discounts and transmission specifications. If you require more information to make your decision, please contact me or Meridel Hedblom, our Legal Representative, at 896-4809. We appreciate your considering the Sun-Current as the official newspaper for Richfield in 1998. It has been a pleasure serving you and we looking forward to working together in reaching your community in this coming year. Sincerely, is Doug Dance Publisher 'Source: Pulse Research, Inc. April 1997. 7831 East Bush Lake Road • Bloomington, MN 55439 • (612) 896-4700 HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter No. 2 Agenda January 20, 1998 Issue Statement: Designation of Acting Executive Director of the Housing and Redevelopment Authority for 1998. Background: On January 12, 1998 the City Council appointed the Director of Administrative Services to serve as the Acting City Manager in the absence of the City Manager. Since the City Manager also serves as the Executive Director of the HRA, it is recommended that the Administrative Services Director, Steven Devich, be designated by the HRA as the Acting Executive Director of the HRA to serve in that capacity during the absence of the Executive Director. Recommended Motion: The HRA designate Steven L. Devich, Administrative Services Director, as the Acting Executive Director of the HRA for 1998. Basis of Recommendation: 1. Designation of an Acting Executive Director is a normal business action of the HRA similar to the designation of depositories and the official newspaper. • 2. The Administrative Services Director has been designated as the Acting Executive Director in the past. 3. The Administrative Services Director serves as the Acting City Manager, filling other similar responsibilities for the City Manager in the Manager's absence. Alternative Recommendation: 1. Make no designation of Acting Executive Director. 2. Make the designation of Acting Executive Director to another individual or position. Discussion/Decision Mode: Designation of the Acting Executive Director is a matter that would normally be considered at the first business meeting of each year. Respectfully submitted, James Prosser Executive Director 0 JDP:cak HOUSING AND REDEVELOPMENT AUTHORITY HRA Letter No 1 Agenda January 20, 1998 Issue Statement: Election of officers for the Housing and Redevelopment Authority for 1998. Background: The bylaws of the Richfield Housing and Redevelopment Authority provide that the HRA hold an annual election in January of each year. The bylaws further provide that the Chair, Vice Chair and Secretary of the HRA be elected at this meeting. Officers for the years 1996 and 1997 are as follows: 1996 Thomas Harms, Chair Joan Helmberger, Vice Chair Vern Luettinger, Secretary Recommended Motion: Elect officers for the HRA for 1998. 1997 Thomas Harms, Chair Joan Helmberger, Vice Chair Michael Sandahl, Secretary Basis of Recommendation: The bylaws of the HRA require that such an election be held at the annual meeting in January of each year. Alternative Recommendation: Do not hold the election. However, this.would be in contradiction to the HRA bylaws. Discussion/Decision Mode: The item has been scheduled for the January 20, 1998 HRA meeting in accordance with the HRA bylaws. Respectfully submitted, James . Prosser Executive Director JDP:cak C7