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041921 EDA Complete AgendaECONOMIC DEVELOPMENT AUTHORITY MEETING VIRTUAL MEETING HELD VIA WEBEX APRIL 19, 2021 7:15 PM (IMMEDIATELY FOLLOWING THE HRA MEETING) Call to Order Attendance Open Forum: Opportunity to address the EDA on items not on the Agenda; dial phone number 612-861-0651. As you call in, a moderator will assist you. Approval of the Minutes Approval of the minutes of the regular Economic Development Authority meeting of January 19, 2021. AGENDA APPROVAL 1.Approval of the Agenda RESOLUTIONS 2.Consider the adoption of a resolution approving revisions to the Inclusionary Affordable Housing Policy. Staff Report No. 5 EDA DISCUSSION ITEMS 3.EDA Discussion Items EXECUTIVE DIRECTOR REPORT 4.Executive Director's Report CLAIMS 5.Claims 6.Adjournment Auxiliary aids for individuals with disabilities are available upon request. Requests must be made at least 96 hours in advance to the City Clerk at 612-861-9738. ECONOMIC DEVELOPMENT AUTHORITY MEETING MINUTES Richfield, Minnesota Regular Meeting January 19, 2021 CALL TO ORDER The meeting was called to order by President Supple at 7:45 p.m. via Webex. EDA Members Mary Supple, President; Maria Regan Gonzalez; Sue Sandahl; Pat Elliott; and Erin Vrieze Daniels. EDA Members Absent None Staff Present: John Stark, Executive Director; Julie Urban, Housing Manager; and LaTonia DuBois, Administrative Assistant. CONSIDERATION OF THE ELECTION OF OFFICERS FOR THE RICHFIELD ECONOMIC DEVELOPMENT AUTHORITY FOR 2021 (S.R. NO.1) President Supple opened nominations. M/Vrieze Daniels, S/Regan Gonzalez nominate Mary Supple to serve as President. Motion carried 5-0 M/Sandahl, S/Elliott nominate Commissioner Regan Gonzalez to serve as Vice President. Motion carried 5-0 M/Vrieze Daniels, S/Regan Gonzales nominate Commissioner Sandahl to serve as Treasurer. Motion carried 5-0 M/Vrieze Daniels, S/Regan Gonzalez nominate Administrative Assistant DuBois to serve as Secretary. Motion carried 5-0 M/Sandahl nominate Chris Regis to serve as Assistant Treasurer. Motion carried 5-0 EDA Meeting Minutes -2- January 19, 2021 OPEN FORUM Administrative Assistant DuBois provided instructions to call in for the open forum. No callers. APPROVAL OF THE MINUTES M/Regan Gonzalez, S/Sandahl to approve the regular Economic Development Authority meeting minutes of December 21, 2020. Motion carried 5-0 Item #1 APPROVAL OF THE AGENDA M/Regan Gonzalez, S/Sandahl, to approve the agenda. Motion carried 5-0 Item #2 CONSIDERATION OF THE CONSENT CALENDAR Executive Director Stark presented the Consent Calendar: A. Consideration of resolutions designating official depositories for the Economic Development Authority for 2021, including the approval of collateral. (S.R. No. 2) RESOLUTION NO. 29 RESOLUTION DESIGNATING CERTAIN FINANCIAL INSTITUTIONS AS DEPOSITORIES FOR THE INVESTMENT OF ECONOMIC DEVELOPMENT AUTHORITY OF RICHFIELD FUNDS IN 20201 RESOLUTION NO. 30 RESOLUTION DESIGNATING CERTAIN SAVING AND LOAN ASSOCIATIONS, BANKS AND CREDIT UNIONS AS DEPOSITORIES FOR THE INVESTMENT OF ECONOMIC DEVELOPMENT AUTHORITY OF RICHFIELD FUNDS IN 2021 RESOLUTION NO. 31 RESOLUTION DESIGNATING U.S. BANK A DEPOSITORY OF FUNDS OF THE EDA OF RICHFIELD FOR THE YEAR 2021 M/Sandahl, S/Regan Gonzalez to approve the Consent Calendar. Motion carried 5-0 EDA Meeting Minutes -3- January 19, 2021 Item #3 CONSIDERATION OF ITEMS, IF ANY, REMOVED FROM CONSENT CALENDAR None. Item #4 DESIGNATION OF COMMUNITY DEVELOPMENT EXECUTIVE DIRECTOR JOHN STARK AS THE EXECUTIVE DIRECTOR OF THE RICHFIELD HOUSING AND REDEVELOPMENT AUTHORITY FOR 2021 (S.R. NO. 3) Executive Director Stark presented Staff Report 3 and expressed his gratitude to serve as the Executive Director. M/Regan Gonzalez, S/Vrieze Daniels to designate Community Development Director John Stark as the Economic Development Authority Executive Director until the first regular meeting is conducted by the Economic Development Authority in 2022. Motion carried 5-0 Item #5 CONSIDERATION OF A MEMORANDUM OF UNDERSTANDING FOR THE CONTINUED PARTNERSHIP WITH CENTER FOR ENENRGY AND ENVIRONMENT IN ADMINISTERING THE RICHFIELD ENEGRY EFFICIENCY BUSINESS GRANT (S.R. NO. 4) Executive Director Stark presented Staff Report 4, and explained the CEE would administer the program at no cost to the EDA. Commissioner Vrieze Daniels inquired about the majority of loans going through in the month of December. Executive Director Stark explained that the program was put on hold due to the pandemic and was opened again September. Motion to approve a Memorandum of Understanding with the Center for Energy and the Environment to provide professional services related to the administration of the Richfield Energy Efficient Grant. Motion Carried 5-0 Item #6 EDA DISCUSSION ITEMS None Item #6 EXECUTIVE DIRECTOR REPORT Executive Director Stark notified the EDA of the Year in Review presentation coming up in February. Item #7 CLAIMS AND PAYROLLS M/Elliott, S/Sandahl that the following claims and payroll be approved: EDA Meeting Minutes -4- January 19, 2021 U.S. BANK 1/19/2021 EDA Checks: 20577-30603 $47,039.09 TOTAL $47,309.09 Motion carried 5-0 Item #8 ADJOURNMENT The meeting was adjourned by unanimous consent at 8:04 p.m. Date Approved: April 19, 2021 Mary B. Supple President LaTonia DuBois John Stark Administrative Assistant Executive Director AGENDA SECTION:RESOLUTIONS AGENDA ITEM #2. STAFF REPORT NO. 5 ECONOMIC DEVELOPMENT AUTHORITY MEETING 4/19/2021 REPORT PREPARED BY: Julie Urban, Housing & Redevelopment Manager OTHER DEPARTMENT REVIEW: N/A EXECUTIVE DIRECTOR REVIEW: John Stark, Executive Director 4/13/2021 ITEM FOR COUNCIL CONSIDERATION: Consider the adoption of a resolution approving revisions to the Inclusionary Affordable Housing Policy. EXECUTIVE SUMMARY: In 2018, the Economic Development Authority (EDA) adopted an Inclusionary Affordable Housing Policy (Policy) requiring that all new development receiving financial assistance from the EDA include affordable housing. Specifically, the Policy requires all housing developers receiving public subsidy to either: Make at least 20% of all housing units be affordable to either renters earning less than 60% of the Area Median Income (AMI) or owners earning less than 115% of the AMI, or Pledge 15% of the net-present-value of the subsidy they receive to the Richfield Housing and Redevelopment Fund, and Provide 90-day notice of sale, and Agree to not discriminate against renters receiving rental subsidies (including the Section 8 Housing Choice Voucher program). Policymakers reviewed the Policy in 2019 and again in September 2020 and February 2021. Staff was directed to prepare several revisions relating to deeper affordability, length of the affordability term, larger units, and accessible housing. 1. Providing more deeply affordable units increases costs. To balance those increased costs, the proposed revisions would allow for fewer units at the deeper the affordability provided: Affordability Level % of Units RENTAL 60% of Area Median Income (AMI)20% 50% of AMI 15% 30% of AMI 10% OWNER-OCCUPIED 115% of AMI 20% 100% of AMI 15% 80% of AMI 10% A mix of affordability would also be allowed. 2. The proposed revision would require that the affordable units be provided through a mix of bedroom sizes, similar to the mix provided by the development as a whole. In recognition of the greater need for larger units and the additional cost to provide them, flexibility in the total number of units required would be allowed if more two and three bedroom units are provided. 3. A requirement for accessible units would be added to the Policy. Either 5% Type A units or 3% fully- accessible units would be required, again at a mix of sizes. The affordability requirement would apply to the Policy-required units (i.e., the 2% Type A units currently required by Building Code could be market-rate). Roll-in showers would be required in the Type A units. 4. The Policy requires developments not providing affordable units to pay a fee "in lieu," equal to 15% of the tax increment generated (or other public assistance provided), to the HRA's Housing and Redevelopment Fund. An additional cash payment of $5,000 per unit to the City's Affordable Housing Trust Fund would be required if a developer chose to opt out of providing the Type A/accessible units. 4. The Policy currently requires an affordability term equal to the length of the subsidy being provided or a minimum of 10 years, whichever is greater. The minimum would increase to 15 years with the proposed revision. 5. The current Policy requires non-housing developments to replace any affordable housing being removed. The proposed revision would expand that requirement to housing developments as well. 6. Flexibility would be added for projects between 5 and 19 units. Projects of that size could be given an exception to the requirements by the Community Development Director, in recognition of the financial and administrative burden the Policy requirements could have on smaller developments. The revisions also include some minor wording updates. RECOMMENDED ACTION: By motion: Adopt a resolution approving revisions to the Inclusionary Affordable Housing Policy. BASIS OF RECOMMENDATION: A.HISTORICAL CONTEXT The HRA has been informally requiring projects receiving tax increment financing to include affordable housing or contribute to the HRA's Housing and Redevelopment Fund since 2001. The HRA and the EDA formally adopted a written Inclusionary Affordable Housing Policy in September of 2018. A revision related to single family housing programs was adopted in April of 2019. Work sessions on the proposed revisions were held in September 2020 and February 2021. Detailed information on the costs of the various requirements, as well as the positives and negatives of each was shared at the work sessions. B.POLICIES (resolutions, ordinances, regulations, statutes, etc): The Policy furthers the Comprehensive Plan goal to provide a full range of housing choices that meet residents' needs at every stage of their lives, and ensure a healthy balance of housing types that meets the needs of a diverse population with diverse needs. The Comprehensive Plan identifies the need in the community for an additional 66 units of housing affordable at 30% of the AMI. The proposed Policy change encourages the development of these more deeply affordable units. The Policy is consistent with the City's Housing Visioning Statement that calls for a full range and balance of housing types and its Affordable Inclusionary Housing Policy Statement, which encourages developments to contain a mix of market-rate and affordable units, with a higher proportion of market-rate units. C.CRITICAL TIMING ISSUES: The Policy revisions would not apply to projects currently in process, although staff has been informally encouraging larger bedroom sizes and accessible units in the projects in process. D.FINANCIAL IMPACT: Providing affordable housing requires a subsidy, and the deeper the affordability, the greater the amount of the subsidy. To balance that greater cost, the proposed Policy revisions require a lesser percentage of units the greater the affordability. E.LEGAL CONSIDERATION: The EDA has the authority to create an Inclusionary Affordable Housing Policy that applies to the use of its financial resources. ALTERNATIVE RECOMMENDATION(S): The EDA may choose to: approve the revisions with changes; delay consideration to allow for additional public input; request an additional work session on the revisions, or not approve the revisions. PRINCIPAL PARTIES EXPECTED AT MEETING: N/A ATTACHMENTS: Description Type Resolution Resolution Letter Amended Policy Backup Material Amended Policy REDLINED Backup Material RESOLUTION NO. ____ A RESOLUTION APPROVING THE ADOPTION OF AMENDMENTS TO THE INCLUSIONARY AFFORDABLE HOUSING POLICY WHEREAS, the Richfield Economic Development Authority (EDA) adopted an Inclusionary Housing Policy in 2018 that furthers the development of affordable housing within in the City; and WHEREAS, the EDA wishes to further support development of high quality housing in the community for households of various income levels, ages and sizes in order to help the City meet its goals of preserving and promoting economically diverse housing options in the City; and WHEREAS, the EDA wants to ensure that both the public and private sectors continue to create affordable housing opportunities in the City; and WHEREAS, the EDA believes that adoption of a policy setting criteria and incentives for developers to build new affordable units will assist the City in achieving its inclusionary housing goals; and WHEREAS, the EDA regularly reviews its policies and periodically makes changes to ensure consistency with current City policies and market conditions. NOW, THEREFORE, BE IT RESOLVED by the Richfield Economic Development Authority, that: 1. The Inclusionary Affordable Housing Policy as revised is hereby approved and adopted. 2. EDA staff is authorized to carry out the policy effective immediately. Adopted by the Richfield Economic Development Authority this 19th day of April, 2021. Mary B. Supple, Chair ATTEST: Maria Regan Gonzalez, Secretary City of Richfield Richfield Housing and Redevelopment Authority Richfield Economic Development Authority Inclusionary Affordable Housing Policy The City of Richfield, Richfield Housing and Redevelopment Authority, and Richfield Economic Development Authority are committed to building a community that is welcoming and affordable to a diverse population of individuals and families at all stages of their lives. As such, we hereby establish the following policy for the inclusion of affordable housing in development proposals. Requirements 1. Housing Development Projects containing the construction of at least 5 new units that receive Financial Assistance from the HRA, EDA or City: a. Must contain a percentage of units that are affordable at one or more of the following levels over a period of fifteen years or the duration of the subsidy (whichever is longer): i. Affordability Level % of Units RENTAL 60% of Area Median Income (AMI) 20% 50% of AMI 10% 30% of AMI 5% OWNER-OCCUPIED 115% of AMI 20% 100% of AMI 10% 80% of AMI 5% ii. A combination of affordability levels may be considered (e.g., 10% at 60% AMI and 5% at 30% AMI). iii. A mix of bedroom sizes similar to that of the overall building must be provided. A reduction in the overall number of affordable units may be considered if a greater number of 2 and/or 3 bedroom units are provided. and b. Must contain a minimum of 5% rental units that are Type A with a roll-in shower or 3% of rental units that are ADA-Accessible. A combination of Accessible and Type A units may also be considered. Units beyond those required by the Building Code must meet the affordability and mix of bedroom sizes as required in 1a. Or c. Must contribute to the Richfield Housing and Redevelopment Fund i. 15% of the “net present value” of Tax Increment generated by the project (or 15% of the net present value of other types of assistance) must be pledged to the Richfield Housing and Redevelopment Fund over a period of fifteen years or the duration of the subsidy (whichever is longer), or ii. A pro-rata combination of the above (i.e. 10% affordable units and a 7.5% contribution) may be considered, and iii. The accessibility component of 1b must still be met (the units may be market- rate) or an additional up-front cash payment of $5,000 per required unit made to the City’s Affordable Housing Trust Fund. and d. Must agree to provide 90 days’ advance notice to the public body providing funding of any sale of the property, and; e. Must agree to not discriminate against households utilizing Housing Choice Vouchers (Section 8) or other forms of rental assistance. 2. Development Projects that receive Financial Assistance from HRA, EDA or City and which result in the loss of affordable housing: a. Affordable housing units eliminated by the project must be replaced on-site or at another location in Richfield by the developer at similar affordability levels, or; b. 5-15% (depending on the magnitude of the loss of affordable housing) of the “net present value” of the Financial Assistance provided must be pledged to the Richfield Housing and Redevelopment Fund over a period of fifteen years or the duration of the subsidy (whichever is longer). Incentives 3. Housing Development Projects which include affordable units (as outlined in 1a above) are eligible to apply to the City for the following considerations regardless of whether or not they receive Public Financial Assistance: i. Building Permit Fee Reductions e.g., ; ii. 4d Property Tax Reduction (rental projects); iii. Consideration of code flexibility (e.g., smaller setbacks, excessive impervious surface, etc.) in planned unit developments; iv. A housing unit density bonus of 5-15% (e.g., a project in an area that allows 8-24 units/acre could add an additional 1-4 units/acre and remain in compliance). Exceptions 4. With regards to “scattered-site single family housing development,” at least 20% of the units newly constructed or rehabilitated and converted to long-term affordability in any three-year period must meet the proscribed affordability requirements. 5. With regards to projects between 5 and 19 units, the Community Development Director may grant exceptions to the policy as circumstances warrant. 6. The City Council or Board of Commissioners of the Housing and Redevelopment Authority or Economic Development Authority may vary the application of this policy as circumstances warrant or as a developer identifies alternative means of addressing the spirit and intent of this policy, with the adoption of findings of the reasons for doing so. Adopted as revised: This ___ day of _____, 2021 by the Richfield City Council. ______________________ _______________________ Mayor City Manager This ___ day of _______, 2021 by the Richfield Housing and Redevelopment Authority. ______________________ _______________________ Chair Secretary This ___ day of _________, 2021 by the Richfield Economic Development Authority. ______________________ _______________________ President Secretary     City of Richfield  Richfield Housing and Redevelopment Authority  Richfield Economic Development Authority  Inclusionary Affordable Housing Policy    The City of Richfield, Richfield Housing and Redevelopment Authority, and Richfield Economic  Development Authority are committed to building a community that is welcoming and affordable to  a diverse population of individuals and families at all stages of their lives.  As such, we hereby  establish the following policy for the inclusion of affordable housing in development proposals.  Requirements  1. Housing Development Projects containing the construction of at least 5 new units which that  receive Financial Assistance from the HRA, EDA or City:  a. Must contain at least 20%a percentage of units that are affordable at one or more of the  following levels over a period of fifteen years or the duration of the subsidy (whichever  is longer): units  i.  Affordability Level % of Units  RENTAL   60% of Area Median Income (AMI) 20%  50% of AMI 10%  30% of AMI 5%    OWNER‐OCCUPIED    115% of AMI 20%  100% of AMI 10%  80% of AMI 5%    ii. A combination of affordability levels may be considered (e.g., 10% at 60% AMI  and 5% at 30% AMI).  iii. A mix of bedroom sizes similar to that of the overall building must be provided.  A  reduction in the overall number of affordable units may be considered if a  greater number of 2 and/or 3 bedroom units are provided.  i. At least 20% of rental housing units must be made affordable to tenant  households earning no more than 60% of the Area Median Income over a period  of ten years or the duration of the subsidy (whichever is longer);    ii. At least 20% of owner‐occupied housing units must be made affordable to, and  initially sold to, households earning no more than 115% of the Area Median  Income;   iii. At least 20% of the grand total of housing units in a mixed rental/ownership  development must be affordable at the affordability levels established in 1.a)i  and 1.a)ii,   and        b. Must contain a minimum of 5% rental units that are Type A with a roll‐in shower or 3%  of rental units that are ADA‐Accessible. A combination of Accessible and Type A units  may also be considered.  Units beyond those required by the Building Code must meet  the affordability and mix of bedroom sizes as required in 1a.     Or    b.c. Must contribute to the Richfield Housing and Redevelopment Fund  i. 15% of the “net present value” of Tax Increment generated by the project (or  15% of the net present value of other types of assistance) must be pledged to  the Richfield Housing and Redevelopment Fund over a period of ten fifteen  years or the duration of the subsidy (whichever is longer), or  ii. A pro‐rata combination of the above (i.e. 10% affordable units and a 7.5%  contribution) may be considered, and  iii. The accessibility component of 1b must still be met (the units may be market‐ rate) or an additional up‐front cash payment of $5,000 per required unit made  to the City’s Affordable Housing Trust Fund.   and  c.d. Must agree to provide 90 days’ advance notice to the public body providing funding of  any sale of the property,   and;  d.e. Must agree to not discriminate against households utilizing Housing Choice Vouchers  (Section 8) or other forms of rental assistance.     2. Non‐Housing Development Projects that receive Financial Assistance from HRA, EDA or City and  which result in the loss of affordable housing:   a. Affordable housing units eliminated by the project must be replaced on‐site or at  another location in Richfield by the developer at similar affordability levels, or;  b. 5‐15% (depending on the magnitude of the loss of affordable housing) of the “net  present value” of the Financial Assistance provided must be pledged to the Richfield  Housing and Redevelopment Fund over a period of ten fifteen years or the duration of  the subsidy (whichever is longer).  Incentives  3. Housing Development Projects which include affordable units (as outlined in 1a above) are  eligible to apply to the City for the following considerations regardless of whether or not they  receive Public Financial Assistance:  i. Building Permit Fee Reductions (e.g., 10% reduction for rehabilitation and/or 5%  reduction for new construction);  ii. 4d Property Tax Reduction (rental projects);  iii. Consideration of code flexibility (e.g., smaller setbacks, excessive impervious  surface, etc.) in planned unit developments;      iv. A housing unit density bonus of 5‐15% (e.g., a project in an area that allows 8‐24  units/acre could add an additional 1‐4 units/acre and remain in compliance).  Exceptions  4. With regards to “scattered‐site single family housing development,” at least 20% of the units  newly constructed or rehabilitated and converted to long‐term affordability in any three‐year  period must meet the proscribed affordability requirements.  4.5. With regards to projects between 5 and 19 units, the Community Development Director may  grant exceptions to the policy as circumstances warrant.  5.6. The City Council or Board of Commissioners of the Housing and Redevelopment Authority or  Economic Development Authority may vary the application of this policy as circumstances  warrant or as a developer identifies alternative means of addressing the spirit and intent of this  policy, with the adoption of findings of the reasons for doing so.    Adopted as revised:  This ___ day of _____, 2021 by the Richfield City Council.       ______________________    _______________________   Mayor     City Manager      This ___ day of _______, 2021 by the Richfield Housing and Redevelopment Authority.       ______________________    _______________________   Chair     Secretary      This ___ day of _________, 2021 by the Richfield Economic Development Authority.       ______________________    _______________________   President     Secretary