06-28-82 agendaHOUSING AND REDEVELOPMENT AUTHORITY
Office of Executive Director
HRA Letter No. 26
Agenda June 28, 1982
Housing and Redevelopment
Authority Commissioners
City of Richfield
Dear Commissioners
Subject: Lincoln Hills School Purchase and Re-use
For a period of time, the city staff has been discussing
the potential acquisition of Lincoln Hills School with the
Richfield school committee appointed to negotiate on this
issue. We are now prepared to present an agreement to the
HRA and city council but perhaps a little background should
be reviewed in order to remind all parties of the history of
the project.
In April, 1981 the city council discussed Target Issues
that became adopted objectives for the city staff to pursue
over the two year period of July, 1981 to June, 193. Of
the top ten target issues three of them relate directly to this
project. The are as follows:
Priority # 2 Provision of Senior Housing
Priority # 6 Development of a program to attract
young families
Priority #7 Provision of low and moderate income
housing
The HRA has concurred with the goals of the council on
various occasions. Also, in early 1981 at a joint School L~oard
and City Council meeting, both bodies expressed concern over
the future use of school facilities in light of the continuing
decline in enrollment in our community. A committee was
appointed by the bodies including the Mayor, School Board
Chair and six staff persons to pursue the issue of facility
use. As a result, discussion has been taking place for over
a year between the two organizations about the use of school
facilities for either recreational or housing purposes. You
may recall that part of the study that was done on Legion
Lake examined the possibilities of using the Middle School for
a community center and the elementary schools for housing uses.
Schematics and pros and cons of those uses were shown and
discussed by the council. Media coverage was given to these
discussions, specifically in the January 14, 1932 edition of
the Minneapolis Star.
HRA Letter No. 26 -2- June 28, 1982
The School administration ultimately recommended the closing
of two elementary schools in Richfield and that was approved
by the School Board. During the hearings which took place,
references were made to potential re-uses of the buildings as
housing projects and media coverage mentioned that on more than
one occasion. Since the buildings to be closed were both
elementary schools, the discussions narrowed down to re-use
for housing for a senior community center. The potentials for
use as housing were examined in greater detail in early 1982
with the conclusion that housing for the elderly was the most
appropriate re-use of Lincoln Hills School from the city
perspective. Media coverage of that was ongoing also, with an
article in the Star on May 20. Discussions with other groups
took place, in particular the Ministerial Alliance, which
resulted in some of the churches in the area of Lincoln Hills
taking particular interest in the humanitarian aspects of a
housing efforts for less advantaged senior citizens.
In the middle of May the U.S. Housing and Urban Development
Department (HUD) released an invitation to submit applications
for Section 202 mortgage financing which was coupled with
reservations under the Section 8 rental housing program. As
a result, the four churches in the area (St. Nicholas, St.
Richards, Woodlake Lutheran and Emerson Congregational) has
formed a non-profit corporation known as Lincoln Hills
Incorporated (LHI). LHI is contracting with the Community
Development Corporation (CDC) to provide management services
on this project. The deadline for the applications to HUD
is June 30, 1982. This program would go the furthest to provide
housing at a rate affordable to low income persons. If an
application for Section 202 mortgage money is unsuccessful, we
will still pursue other potentials for housing on the site.
The new deadline intensified discussions with the school
district for acquisition of the parcel and building. At the
same time the city council held a public hearing on June 14
to redesignate the Community Development Block Grant funds to
allow for their use in the acquisition of the school The HRA
agreed to consider an application from the four churches in
combination with CDC at their May 17 meeting. All of the actions
and discussions over the last year and one-half have been aimed
at the action being considered by the council and the HRA at the
special meeting on June 28 at 9:00 p.m., assuming the School
Board approves their role in the process at their 7:00 p.m.
meeting on the same evening.
In our discussions with the school district the following
points were considered by both parties:
- the most logical re-use of the Lincoln Hills site would
be a use allowed in the multiple family residential
zone
- uses permitted in this zone include churches, schools,
or multiple family residential
HRA Letter No. 26 -3- June 28, 1982
- the maximum initial resale value of the school would be
achieved by sale to a purchaser who would have to perform
a minimal amount of structural rehabilitation (such as a
school or church)
- a housing re-use decreases the initial resale value of the
property because of the extensive costs which will be
incurred to adapt the building for housing
- the appraisal value of $1,319,000 reflects the maximum
resale value to a school or church
- a school or church is likely to be a tax-exempt property
in perpetuity and would, therefore, yield no property
tax benefits to the community
- sale of the property to a school or church would likely
result in loss of the open space area which is now
available for community recreational purposes
- the parcel could readily be subdivided into two tracts,
if the use of the eastern tract is one with minimal parking
requirement needs and the western tract remains as open
space (development can count adjacent open space toward
meeting its requirements for open space on site)
- housing for the eldelry requires a minimal number of
parking spaces under the city's zoning requirements,
whereas churches, schools or other multiple family
residential projects would require more parking
- re-use of the site for housing for the elderly would
permit an even split of the parcel and retention of the
western half for open space
- the school has outstanding indebtedness which will be
retired in 1993
- proceeds from the sale of school properties which are
received before 1993 are required to be deposited into
the debt service fund, while proceeds from property sales
which are received after 1993 can be used for capital
improvements
- the City/HRA desires to stimulate the provision of low
income housing for the elderly to meet a need in the
community
- the need for low income elderly housing is dramatically
demonstrated by the waiting list at Richfield Towers which
contains 1,700 persons (75% of whom currently live in
Richfield or have previously resided here and wish to
return)
- the provision of housing alternatives for the elderly
allows for single family houses to be recycled for younger
families with children
HRA Letter No. 26 - -4- June 28, 1982
~' - the city's use of special revenue funds (liquor profits)
for this property acquisition will delay park improve-
ment projects in the community (i.e. Little Bob's Park
and Memorial Park). The HRA's use of Community Develop-
ment Block Grant monies for this purchase will diminish
its ability to address its priorities for elimination of
substandard houses and resale of lots for family housing,
since the resale to a non-profit corporation will yield a
minimal amount of money at best.
- the establishment of a tax increment district puts some
assessed valuation on the tax rolls immediately, con-
trasted to the current tax exempt property. Under the
provisions of the tax increment law, once the tax
increment district is dissolved, the entire property tax
yielded by this parcel will be distributed city-wide and
district-wide .
The proposal for purchase of the property from the school
district calls for a purchase price of $1,100,000 of which the
HRA would pay $700,000 for the easterly parcel containing the
school building and the City would pay $400,000 for the westerly
parcel containing the park land. The closing an the properties
would be in unison by both parties no later than August 15,
1983. The HRA would pay its share of the cost up front by a
$700,000 payment. The source of funds for that payment would
be the $400,000 available from the CDBG funds and a $300,000 loan
for the City of Richfield's Permanent Improvement Revolving Fund
(PIR). The loan from the City to the HRA would have a term of
25 years bearing interest of 12%. The loan would be paid off by
the HRA either from a future tax increment bond or from the
proceeds of tax increments on the project which will be received
over the 25 years allowed for a project of this kind. Assuming
construction completion by the end of 1984, the tax increment
flow should be sufficient to retire the debt by 1998. All of
the assumptions made in the tax increment forcast are conserva-
tive, so hopefully we will be able to do better than than in
reality.
The City would pay its commitment for purchase of the property
by making payments of $12,000 per year until 1993 and then
paying the balance on July 1, 1993. The unpaid balance from date
of closing would be subject to interest of 11%. If we assume
we can close by I~?arch 31, 1983 we need to have a balance on July 1,
'~~93 of 550,819. This can be achieved b a
y ppropriating $54,000
Leer year from the Special Reserve Fund and investing it with.
interest until 1993 (see attachment for more details).
HRA Letter No 26 -5- June 28, 192
The financial plan as a whole appears to be sound for both
the City Council and the HRA. I would recommend that both
bodies approve the option for a purchase agreement containing
these major elements. The option would be a $1,000 payment to
the School with $10,000 of earnest money. Both amounts would
be deductible from the purchase price.
Subsequent to this purchase option, the HRA should consider
granting a purchase option to LHI. The purchase option to
Lincoln Hills Incorporated would contain the following major
provisions:
- the site would be used only for multiple unit housing
for the elderly
- the sale price would be $1.00 or the amount which is
justifiable in the financial formula approved by HUD,
whichever is higher
- LHI must give the HRA firm commitment to construct a
project by August 15, 1983 or lose its option to
proceed.
Other elements of the agreement will be discussed Monday
night.
The approval of the purchase option with the school district
and the purchase option with LHI set up the financial ramifica-
tions of this project, yet protect the HRA from disadvantageous
situations developing in the future. They are really just
the initiation of a lot of steps to be taken before this project
becomes reality. If approved, the staff will work closely with
LHI to make this project come to fruition.
Respectfully submitted,
~~'VSt~aCs~e-..- '1
Karl Nollenberger
KN/skh
cc: Community Development Director
Administrative Services Director
Housing and Redevelopment Coordinator
CITY OF RICHFIELD
LINCOLN HILLS ACCOUNT
Special Principal
Revenue & Interest
Approp• Balance (11°a) Payment Balance
3/31/83 $54,000 $ 54,000 $ 59,40 $12,000 $ 47,940
3/31/34 54,000 101,940 113,153 12,000 101,153
3/31/E5 54,000 155,153 172,220 12,000 160,220
3/31/Q6 54,000 214,220 237,735 12,000 225,7£35
3/31/£37 54,000 279,785 310,561 12,000 29F,561
3~31/8E 54,000 352,561 391,34-2 12,000 379,342
3/31/89 54,000 433,342 x81,010 12,000 469,010
3/31/90 54,000 523,010 580,5x1 12,000 568,541
3/31/91 54,000 622,541 691,021 12,000 679,021
3/31/92 54,000 733,021 813,653 12,000 301,653
3/31/93 54,000 855,653 949,775 12,000 937,775
7/1/93 937,775 963,563
PAYMENTS TO SCHOOL
Principal Balance
Ending & Interest After
Balance Principal (lla) Payment Payment
3/31/(14 $400,000 $444,000 $12,000 $432,000
3/31/85 432,000 479,520 12,000 467,520
3/31/6 467,520 513,947 12,000 506,947
3/31/87 506,947 562,711 12,000 550,711
3/31/3F; 550,711 611,29 12,000 599,239
3/31/89 599,29 665,210 12,000 653,212
3/31/90 653,212 725,065 12,000 713,065
3/31/91 ~ 713,065 791,502 12,000 779,502
3/31/92 779,502 X65,247 12,000 853,247
3/31/93 853,247 947,103 12,000 935,104
7/1/93 960,19