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02-16-88 agendaCITY OF RICHFIELD, MINNESOTA HRA Letter No. 13 February 16, 1988 Issue Statement: Modifying income limit requirements for the Rehabilitation Deferred Loan Program and the Housedoctor Energy Program Background• The HRA's Richfield Rehabilitation Deferred Loan Program provides CDBG funds as loans to lower income homeowners. The HRA receives the CDBG funds from Hennepin County by City Council authorization. Each year 15-20 households receive home improvement loans. The average household income for recipients approximates $10,200. Individual loan amounts average $5200. Primarily, funding improves weatherization, roofing, exterior maintenance, plumbing and electrical problems. The loans are administered by the HRD in accordance with the Richfield Home Rehabilitation Program's Procedural Guides. The procedural guides were approved by the HRA in March, 1984, and modified from time to time as community and program needs dictate. The HRA's Housedoctor Energy Program provides weatherization grants to lower income homeowners. Housedoctor clients, identified by requesting and receiving an energy audit, benefit from instrumented tests that identify air leakage problems followed by the sealing of major infiltration areas. At a cost of approximately $420 per household, homeowners can minimize heat loss, reduce fuel bills, and increase comfort. Although approximately 150 moderate income households have benefited since 1984, in recent years CDBG funds have been utilized to offset the lack of available funds from other sources. The focus of the program is increasingly lower income households. The administrative procedures for the housedoctor program are similar to the deferred loan program. The maximum income limits, present and proposed, for these two programs are: Family Size Present Income Limit -1984 1 $13,500 2 14,500 3 15,500 4 16,500 5 17,500 6 18,500 7 19,500 8 20,500 Proposed Income Limit (1988) $14,250 16,300 18,300 20,350 22,000 23-,600 25,250 26,850 The proposed 1988 Income Limit represents a standard of 50 percent of median income as determined for the metropolitan area '"~-/ by HUD. The previous income requirements did not consistently recognize the relationship of family size and income and dated from 1984. Since the income limits change (i.e., the 50 percent figure changes from time to time., usually annually), the HRA should consider the percentage of median income as the basis for defining the income limits rather than the specific income limits as noted. When HUD and Hennepin county notify Richfield of change in the future, the HRA would receive the adjustments. At no time would the adjustment exceed 50 percent of median income. Recommended Motion: Adopt the attached resolution which authorizes the Deferred Loan and Housedoctor Programs to use 50 percent of median income as the standard and limit to qualify for CDBG home improvement assistance. Basis of Recommendation: 1) The Rehabilitation and Energy Program both have CDBG funds available to distribute at this time. 2) The slightly higher income limit will serve more clients that have difficulty securing financing to make needed improvements. 3) Seven households recently applied for Rehabilitation assistance and are just slightly over present income limits. A similar dilemma. has occurred with the Energy Program. 4) Now is an advantageous time to promote home improvement work in homes.. 5) Hennepin County, the review administration for Richfield CDBG funds, has allowed Richfield to proceed, pending HRA authorization. Alternative Recommendation: Not authorize the modification in the way the income limits are defined. This would prevent serving a larger number of lower income households in need. Decision Mode• Advertising of the modified income limits would begin immediately and those that recently applied, but did not qualify, would be reconsidered. Respectfully submitted, Jame Prosser Executive Director ~~ HRA RESOLUTION N0. Resolution Authorizing Modification To Income Requirements For Rehabilitation and Energy Programs WHEREAS, the Richfield Housing and Redevelopment Authority has a Rehabilitation Deferred Loan and Housedoctor Energy Grant Program which utilizes CDBG funds to assist lower income homeowners with rehabilitating their homes; and WHEREAS, Hennepin County has indicated that when CDBG funds are utilized for rehabilitation, income limit requirements may be modified to reflect a HUD established standard of 50% of the Twin City Metropolitan Area median income; and WHEREAS, the HRA has reviewed the standards which will require. changes to administrative procedures. NOW, THEREFORE., BE IT RESOLVED by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota, that the Executive Director is authorized to amend the administrative procedures for the Richfield Rehabilitation Deferred Loan Program and the Housedoctor Energy Grant Program as presented herein. Passed by the Housing and Redevelopment Authority of Richfield, Minnesota this 16th day of February, 1988. Thomas E. Harms, Chairperson ATTEST: Joan Helmberger, Secretary CITY OF RICHFIELD, MINNESOTA HRA Letter No. 12 Agenda February 16, 1988 Issue Statement: Hearing on sale of property in the CABA redevelopment project and adoption of resolution. Background: During the months of January and February, the City Council, HRA and Planning Commission have been taking actions related to the establishment of a tax increment redevelopment project, and the construction of a corporate headquarters for CDP, Inc. presently located in Bloomington, MN. These activities are centered on the old Cedar Avenue liquor store site. Under state statute, it is necessary for the HRA to hold a public hearing prior to authorizing the sale of property through the adoption of a resolution. Recommended Motion: Hold the public hearing and adopt the attached resolution which authorizes the sale of the old liquor store site together with a portion of the adjoining vacated rights-of-way to The Lincoln Companies. Basis of Recommendation: 1. In January, the City Council gave two readings to an ordinance calling for the sale of the property to the HRA and held a public hearing as required by S tatute. 2. The Planning Commission on January 19, found the purchase and sale of the property by the HRA to be in conformance with the Comprehensive Plan. 3. The HRA and The Lincoln Companies have entered into a developer's agreement which details th e transaction and includes the payment by the developer of $318,000 for the land. 4. The sale is consistent with the redeve lopment plan approved by the HRA in January. Alternative Recommendation: 1. Delay adoption of the resolution. 2. Refuse to adopt the resolution. ®ecision Mode: There are additional actions City Council, on February 22, proposal on schedule, the HRA February 16th. to be taken on this project by but to keep the development should approve the resolution the on Respectfully submitted, James Prosser Executive Director RESOLUTION N0. The Housing and Redevelopment Authority In and For the City of Richfield, Minnesota Resolution Relating to the Sale of Certain Land Located Within The Cedar Avenue Business Area Redevelopment Project WHEREAS, the Housing and Redevelopment Authority in and for the. City of Richfield, Minnesota (the "HRA") has adopted a redevelopment plan (the "Redevelopment Plan") for the Cedar Avenue Business Area Redevelopment Project (the "Redevelopment Project"); and WHEREAS, the Redevelopment Plan designates certain lands within the Redevelopment Project for acquisition and redevelopment including lands described as follows: Lots 1 through 10, inclusive, Block 1 Wexler's Addition, Hennepin County, Minnesota, together with all that part of the north one-half of adjoining. vacated or to-be-vacated East 67th Street, and together with all that part of adjoining vacated or to-be-vacated Cedar Avenue South. WHEREAS, Minnesota Statutes, Section 462.356 require the Planning Commission's finding as to the conformance of the proposed sale with the Comprehensive Plan; and WHEREAS., The Lincoln Companies (the"Developer") and the HRA entered into a Contract for The Sale of Land For Private Development (the "Contract") on the date hereof; and WHEREAS, the Developer has offered and proposed to purchase the subject property at a cost of Three Hundred Eighteen Thousand and no/100 Dollars ($318,000) and for additional terms as contained in .the Contract; and .WHEREAS, pursuant to due notice thereof, a public hearing was held on the proposed sale of the subject property to the Developer and all interested persons had an opportunity to be heard. NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota, as follows: 1. That the finding of the Planning Commission regarding the sale of this property is acknowledged. 2. The sale of the subject property is consistent with and necessary for the redevelopment provided for in the Redevelopment Plan. .~ ~ ~~~ 3. The use value of the subject property within the meaning of Minnesota Statutes, Section 469.032, is Three Hundred Eighteen Thousand Dollars. 4. The sale of the property is consistent with and necessary for the Developer to implement the Contract. 5. The HRA Executive Director is authorized and directed to execute agreements with the Developer for and on behalf of the HRA, which provide for the sale of the subject property at a price of Three Hundred Eighteen Thousand Dollars. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 16th day of February, 1988. Thomas E. Harms, Chairman ATTEST: Joan~Helmberger, Secretary " / CITY OF RICHFIELD, MINNESOTA HRA Letter No. 11 Agenda February 16, 1988 Issue Statement: Adoption of resolution approving a developer's agreement with The Lincoln Companies and requesting the City Council to approve the agreement. Background: The significant elements of the proposed developer's agreement are discussed below. The agreement would involve four parties; the HRA, the City, The Lincoln Companies and Mr. John Malinski, President, Copy Duplicating Products, Inc. The basic sales transaction is that the HRA would sell the property to The Lincoln Companies for a total of $345,000 which includes $318,000 for the land plus $27,000 for the cost of demolishing the old building. Interest computed at 10~ annually on the $318,000 from August 5, 1988 until the date of closing would also be paid by the redeveloper. The HRA would then pay those monies to the city. The Lincoln Companies, at the appropriate time, would transfer its interest in the property and the developer's agreement to Mr. John-Malinski who would assume the responsibilities of the redeveloper and lease the completed development to CDP. The HRA would reimburse the redeveloper for costs related to the development in .the total amount of $850,000. The HRA would make these payments from the tax increment generated by the development over a period not to exceed eight years beginning in 1990 at an annual rate of $106,250. However, the HRA would also have the right to pay the $850,000 in less than eight years if sufficient funds accumulated. Provisions have also been made for the HRA to be reimbursed for the total cost of administration in the first year, estimated at $74,898, rather than spreading payment over 8 years. The date of closing is scheduled for March 7, 1988 but, in any case., no later than March 31, 1988. The redeveloper has agreed to make a payment in lieu of taxes of $5,000 in 1988 for the period of time the property is undeveloped. (The property has been tax exempt). Part of the agreement also includes the Assessment Agreement and Certification of Assessor setting the minimum market value of the land and improvements in the amount of $5,343,000. This figure has been used as the basis for computing the taxes. .~~ y i Recommended Motion: Adopt the attached resolution which approves the developer's agreement and requests City Council approval. Basis of Recommendation: 1) The contract is fair and equitable. 2) No bonds are being sold to finance project activities. 3) The developer assistance will be provided in eight years or less from the tax increment cash flow. 4) Staff costs may be recovered in the first year (1990). Alternative Recommendation: 1) Modify .the agreement and adopt the resolution. 2) Delay action on the resolution. 3) Refuse to take any action. Decision Mode: Action by the HRA on February 16, will permit the City Council to act on the agreement on February 22 and the development process will be on schedule. Respectfully submitted, Jame D. Prosser Exec tive Director / " ~i RESOLUTION N0. The Housing and Redevelopment Authority In and For The City of Richfield, Minnesota Resolution Approving The Contract For Private Redevelopment With The Lincoln Companies WHEREAS, the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (HRA) has received a proposed document entitled "Contract for Private Development" (Contract), which Contract is on file in the office of the City Clerk for inspection; and WHEREAS, the HRA has reviewed the Contract and determines that such is in the best interests of the City and serves the health, safety and general welfare of the community; and WHEREAS, the City of Richfield is also to be party to this Contract.. NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment Authority in and for the City of Richfield, as follows: 1. That the Contract is hereby approved and the Chairman and Executive Director are hereby authorized and directed to execute the same on behalf of The Housing and Redevelopment Authority. 2. The Executive Director is hereby directed to present the Contract to the City Council of the City of Richfield requesting their approval. Passed by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 16th day of February, 1988. Thomas E. Harms, Chairman ATTEST: Joan Helmberger, Secretary ~~ CITY OF RICHFIELD,-MINNESOTA HRA Letter No. 10 Agenda February 16, 1988 Issue Statement: Discussion of statements to be incorporated into a Request For Proposals (RFP) for the Graham Avenue Development site (GAD) and an anticipated timetable for action. BackcLround At the January, 1988, HRA meeting staff was directed to initiate a process which would result in the selection of a developer for the GAD site. Information which would be incorporated into a Request for Proposal (RFP) is attached and, a timetable is as follows: 1. RFP Circulated 2. Developer's response to RFP due 3. Preliminary staff report on development proposals to HRA 4. Two best proposals presented to HRA along with staff recommendation as to which should be selected 5. Agreement granting developer exclusive right to negotiate developer's agreement presented to HRA for adoption 6. Developer's Agreement presented to HRA for adoption February 29, 1988 May 2, 1988 May 16, 1988 June 20, 1988 August 15, 1988 November 21, 1988 Recommended Motion: Accept the criteria and timetable as submitted and direct staff to circulate it to selected developers. Basis of Recommendation: The statement and timetable presented herein are based on staff experience and research regarding similar RFP processes elsewhere. Alternative Recommendation: 1. Modify the criteria and timetable and direct staff to circulate it to prospective developers. 2. Not proceed with the RFP. Decision Mode: Because the process of developer selection and negotiation of agreements is time consuming, it would be appropriate to initiate the process now so that construction could begin in 1989. Respectfully submitted, Jame Prosser Exe ive Director ~r~ _~ INFORMATION TO BE INCLUDED IN RFP A. General Information Concept: We are seeking a single structure mixed use development which in design, siting and massing reflects the significant location of the site as a entrance/exit point to this downtown area. It must also be sensitive to the existing adjacent development. A portion of the development must include rental apartments and related living space suitable for occupancy by elderly persons with incomes approximating 50~ of the Twin City median as determined by HUD. Site Characteristics: The site of approximately four acres (Would be written is located adjacent to the intersection from more of a of Lyndale Avenue and Lake Shore Drive. PR perspective) These streets also border the site. The topography varies from flat to sloping. It lies on the edge of a redeveloped commercial and residential area. To the north and west is Lake Shore Drive and Wood Lake Point Condominiums, north and east are the commercial facilities of Lyndale Hardware, Richfield Bank and Trust and Market Plaza. To the south, the site overlooks Wood Lake Nature Center. Site Ownership: The site is only partially under public ownership. Three vacant lots are owned by the HRA. The remainder of the site is under private ownership and includes three small businesses, the VFW, and two homes. Graham Avenue would be vacated. (See map) Fiscal Considerations: The site would be within an Economic Development Tax Increment District established according to MN Statutes 469.174 to 469.179 wherein tax increment revenues would be available for 8 years. Tax Increment is the only revenue which the HRA could make available to assist the developer. The HRA would assist the developer in obtaining tax exempt financing for construction if available. Site Assembly: The developer would be expected to negotiate options with owners of the property within the site. The use of the power of eminent domain by the HRA would be considered in those instances ~ ~~ where the developer is unable to negotiate an option. B. Submission Elements Required From Developers/Format of Proposals Proposals shall be written and presented in the following format, utilizing the headings presented below for the organization of responses. Respondents shall address all questions asked and provide a sufficient level of detail to enable evaluation of the proposal. 1) Developer -- Indicate the name, address and telephone number of the proposed owner of the project. Provide the names of two (2) contact persons who can speak for the owner. 2) Overview of Proposal -- Present a statement which provides a clear identification of the .proposal. 3) Justification -- Present information available at this time which indicates there is or would be a market for the proposed .development. 4) Previous Experience/Qualifications Provide a list of all the developer's • projects, developments or redevelopment proposals for the last five years and supply the following: A. Project or proposal name and year B. Location by city or county., if unincorporated area C. Contact person within governmental unit D. Size and type of project or proposal E. Source of financing F. Your participation if other than sole developer G. Other parties involved include name, role and address H. Status of development, redevelopment, or construction and name of general contractor if built I. Indicate if there was a developer's agreement, the parties to the agreement and whether or not any performance requirements have not been met. 5) Project and Financial References -- Provide the names, addresses, phone numbers and relevant positions of at least 3 banking references who are aware of your current financial ~~ ~ situation. Present a copy of your firm's most recently audited financial statement. 6) Participants in Project -- Identify each participant in the project. Identify their role and give an overview of their previous experience. Indicate whether they have worked together previously. 7) Plan of Action -- Provide an overview of how the proposal will be implemented. Include a time schedule for completion of each element. Present the material in both written and graphic form. The time schedule and cost estimate should be presented in a matrix format, as well as described in a narrative manner. Provide a site plan, typical elevations and floor plans for all proposed construction at a scale of 1:20. 8) Pro formas --Provide preliminary tax increment, construction and operational pro formas. 9) Financing of Project -- Describe how the proposal will be financed. Identify the method, sources of funds and amounts from each source. Provide evidence of funding commitment, if available. If owner financing is expected, describe what is expected. 10) Assistance --Discuss the probable type and amount of assistance you may seek from the HRA/City. 11) Impact of Proposal -- Describe the probable economic impact of the proposal, including: the number of low rent housing units, the number of construction and permanent jobs to be created and tax revenue to be generated by the proposal. 12) Management Plan -- Present a management plan for the project's implementation and the operation of the finished project. Identify the method of management to be employed and the identity of the individuals and/or firms to be responsible for each element of the management plan. 13) Promotion and Marketing -- Describe how the project will be promoted and marketed. Identify the individuals and/or firms to be responsible for promotion and marketing. -~~'_/ C. Evaluation of Proposals Proposals will be initially evaluated by staff. Two finalists will be recommended to the HRA Board. The two finalists will be requested to prepare a scale model of their proposal.. They will make a presentation before the HRA and other interested persons with the final selection following. D. Agreements With the selection of the developer, staff will be authorized to negotiate an agreement which would give the developer the exclusive right to negotiate a Developer's Agreement. At the initiation of the negotiations for the exclusive right to negotiate agreement, the developer will be required to pay by Cashier's Check a non-refundable fee of $15.,000. Following the execution of the agreement, the developer would pay an additional $15,000. Upon execution of the Developer's Agreement, a final payment of $15,000 would be made. The payment of $45,000 would help to defray HRA, legal, administrative and consultant costs. E. Right to Reject Proposals The HRA reserves the right to reject any and. all proposals received as a result of the .Request for Proposals., or to negotiate in any manner necessary to serve the best interests of the HRA. ~~~_ CITY OF RICHFIELD, MINNESOTA HRA Letter No. 9 Agenda February 16, 1988 Issue Statement: Request from Mr. Gary Tushie to address the HRA on the status of his discussions to identify a developer partner for the Landmark Center Project. Background- Attached is a letter from Mr. Tushie requesting a place on the agenda. Recommendation: Grant Mr. Tushie's request Basis of Recommendation: Mr. Tushie continues to be interested in developing the GAD site. A11 parties have invested-considerable resources in his proposal. It would be appropriate to listen to his remarks. Alternative Recommendation: ~~~ Not grant Mr. Tushie's request. Decision Mode.: It would facilitate the redevelopment process to consider this report in the context of the RFP consideration. Respectfully submitted, James Prosser Executive Director ~~ '~ Tushi¢ ', Montgom¢ry Associat¢s Inco Architects=Space Planners 3300 Edinborough Way, #601 Landscap¢ Architects Minneapolis, Minn¢sota 55435 612 -830-8208 February 10, 1988 _ __ - __ Mr. Thomas Harms, Chairman, Richfield HRA - City of Richfield 6700 Portland Avenue Richfield, Minnesota 55423. Re: Landmark Centre Dear Mr. Harms: Since your last HRA meeting I have been busy trying to restructure the ownership of the Landmark Centre project. I have made arrangements with Mr. Roger Derrick to buy his interest in Lyndale Partners and have structured a deal with Mr. Stuart Nolan and Stuart Corporation to become the managing general partner for the development of the project. Stuart Corporation is very excited about the project and becoming involved in it. Their experience in redevelopment projects is extensive and their financial condition strong. I am confident that their credentials will meet with your approval. I hope that these changes will meet with the HRA's approval and will get the project back on track. I request that the HRA review these changes at their next meeting on February 16, 1988 and hope for their approval so we can proceed with the final stages of the development process. Sincerely, LYNDALE_PARTNERS ~.._-- `-' Gary Tushie, Managing General Parter cc: Roger Derrick Stuart Nolan Jim Prosser