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121823 Complete AgendaR E G U LAR H O U S IN G AN D R E D E V E LO P ME N T AU TH O R ITY ME E TIN G R IC H F IE L D MU N IC IPAL C E N TE R, C O U N C IL C H AMB E R S D E C E MB E R 18, 2023 7:00 P M C all to Order Open F orum E ach speaker is to keep their comment period to three minutes to allow sufficient time for others. C omments are to be an opportunity to address the H R A . P lease refer to the H R A agenda and minutes web page for additional ways to submit comments. C all into the open forum by dialing 1-415-655-0001 U se webinar access code: 2630 863 1867 and password: 1234. Approval of the Minutes A pproval of the minutes of the Regular Housing and Redevelopment A uthority meeting of November 20, 2023 AG E N D A APPR O VAL 1.A pproval of the A genda R E S O L U T IO N S 2.C onsideration of the adoption of a resolution approving a F irst A mendment to the A mended and Restated C ontract for P rivate D evelopment with 101 E 66th S T L L C related to the construction of an 80-unit mixed use project at 101 - 66th S treet E ast. S taff Report No. 34 P U B LIC H E AR IN G S 3.P ublic hearing regarding the sale of 6613-25 P ortland Avenue S outh to B eacon Interfaith Housing C ollaborative, doing business as A ster C ommons L imited P artnership and A ster C ommons GP L L C . S taff Report No. 35 H R A D IS C U S S IO N ITE MS 4.HRA D iscussion Items E X E C U T IV E D IR E C TO R R E P O R T 5.E xecutive D irector's Report C LAIMS 6.C laims 7.A djournment 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 612-861-9739. HOUSING AND REDEVELOPMENT AUTHORITY MEETING MINUTES Richfield, Minnesota Regular Meeting November 20, 2023 CALL TO ORDER Chair Vrieze Daniels called the meeting to order at 7:00 p.m. in the Council Chambers. HRA Members Present: Erin Vrieze Daniels, Chair; Mary Supple; Sean Hayford Oleary; John Young; and Gordon Hanson HRA Members Absent Staff Present: Melissa Poehlman, Executive Director; Julie Urban, Assistant Community Development Director; Jan Youngquist, Economic Development Manager; and Dustin Leslie, City Clerk. OPEN FORUM Chair Vrieze Daniels gave instructions on how to participate in the open forum. Rod Sather – 63rd and Thomas: Residents spoke about short-term rentals and how they needed to be addressed due to their impact on the local housing market. APPROVAL OF THE MINUTES M/Hanson, S/Supple to approve the 1) minutes of the regular Housing and Redevelopment Authority meeting of October 16, 2023. Motion carried: 5-0 ITEM #1 APPROVAL OF THE AGENDA M/Hayford Oleary, S/Supple to approve the agenda. Motion carried: 5-0 HRA Meeting Minutes -2- November 20, 2023 ITEM #2 APPROVAL OF THE CONSENT CALENDAR Executive Director Poehlman presented the Consent Calendar. A. Consideration of a resolution approving an extension to the Grant Agreements with Woodlawn Terrace Cooperative until December 31, 2024 (Staff Report #27). B. Consider a resolution designating buildings formerly located at 7700 and 7730 Portland Avenue South and the existing structure at 500 78th Street East as structurally substandard within the Richfield Redevelopment Project Area (Staff Report #28). C. Consider the approval of a resolution accepting contributions for the 2023 Tour of Remodeled Homes (Staff Report #29). Chair Vrieze Daniels removed item B from the consent calendar. M/Hayford Oleary, S/Hanson to approve the Consent Calendar with the exception of item B which was pulled for further consideration. Motion Carried: 5-0 ITEM #3 CONSIDERATION OF ITEMS, IF ANY, REMOVED FROM THE CONSENT CALENDAR Executive Director Poehlman gave the report for item B. Chair Vrieze Daniels asked which properties were owned by MnDOT. Executive Director Poehlman stated only properties A & B were owned by MnDOT. Chair Vrieze Daniels asked if there were plans to create a TIF district for the remnants of the property. Executive Director Poehlman mentioned that would be a possible option. Chair Vrieze Daniels asked why they were being asked to approve this item if the buildings have already been demolished. Executive Director Poehlman stated it would give staff redevelopment options. Rebecca Kirtz with Ehlers stated that by approving this, it would preserve the ability to create a TIF district in the future because substandard building findings would be needed. There was also a discussion about the timeline of events. M/Supple, S/Young to approve the resolution designating buildings formerly located at 7700 and 7730 Portland Avenue South and the existing structure at 700 78th Street East as structurally substandard within the Richfield Redevelopment Project Area. Motion Carried: 5-0 HRA Meeting Minutes -3- November 20, 2023 ITEM #4 CONSIDERATION OF A MODIFICATION TO THE TAX INCREMENT FINANCING PLAN, TAX INCREMENT FINANCING DISTRICT 2018-1, RF64, WITHDRAWING PARCELS FROM THE DISTRICT. Assistant Director Urban gave the report. Commissioner Supple asked what would happen if the city was not able to pay back the funds. Assistant Director Urban stated there would be money in escrow which would be enough to cover costs. Commissioner Hayford Oleary and Assistant Director Urban spoke about the history of purchases. Commissioner Hayford Oleary asked if costs were recovered in the original sale of land. Assistant Director Urban stated the road project was able to cover the costs. M/Hayford Oleary, S/Young to adopt a resolution approving a modification to the Tax Increment Financing Plan, Tax Increment Financing District 2018-1, RF64, and withdrawing parcels from the District. Motion Carried: 5-0 ITEM #5 CONSIDER ACCEPTANCE OF THE RICHFIELD HOUSING AND REDEVELOPMENT AUTHORITY TAX INCREMENT FINANCING DISTRICT STATUS UPDATE. Executive Director Poehlman introduced Rebecca Kirtz from Ehlers who gave the presentation which included: an overview of the TIF management plan, findings, direct summary of TIF districts, impacts of decertified districts, outstanding obligations, Best Buy project overview, pooling opportunities, special legislation, affordable housing, compliance issues, administrative expenses, and findings and recommendations. Commissioner Young asked about the Emi project on 66th. Executive Director Poehlman gave a summary of the project and an update on its development. Commissioner Supple and Chair Vrieze Daniels thanked the presenter for a thorough presentation. M/Hayford Oleary, S/Hanson to accept the Richfield Housing and Redevelopment Authority Tax Increment Financing District report. Motion Carried: 5-0 ITEM #6 CONSIDERATION OF A MEMORANDUM OF UNDERSTANDING WITH DANI, LAURA, AND MARIELA JIMENEZ RELATED TO THE HOUSING AND REDEVELOPMENT AUTHORITY PROPERTY LOCATED AT 1430 66TH STREET EAST FOR CONSTRUCTION OF A BAKERY AND DELI. Economic Development Manager Youngquist gave the report. HRA Meeting Minutes -4- November 20, 2023 Commissioner Young asked how City-owned parcels were marketed to the public. Economic Development Manager Youngquist spoke about the city’s development process. Commissioner Young asked if there was any other interest in the parcel. Executive Director Poehlman stated there was other interest in the parcel, but this proposal was more in line with the Comprehensive Plan. M/Supple, S/ Young to approve the memorandum of understanding with Dani, Laura, and Mariela Jimenez. Motion Carried: 5-0 ITEM #7 CONSIDERATION OF A MEMORANDUM OF UNDERSTANDING WITH LYNDALE GARDENS, LLC. Economic Development Manager Youngquist gave the report. Commissioner Young asked when a developer is chosen if the HRA would make final approval on using them for the development. Economic Development Manager Youngquist stated that was correct. Commissioner Young also asked about the cost of the building and if the contributions would cover it. Youngquist spoke about the costs involved in the project. Commissioner Young asked why a mixed-use property was not being considered for this parcel. Economic Development Manager Youngquist spoke about a proposal that was a mix of housing and commercial development, but parking became an issue. There were also visibility issues with the lake and amphitheater. M/Gordon, S/Young to approve the memorandum of understanding with Lyndale Gardens, LLC. Motion Carried: 5-0 ITEM #8 HRA DISCUSSION ITEMS Commissioner Supple spoke about the new business bulletin newsletter. Chair Vrieze Daniels spoke about the potential opening on the HRA/EDA and encouraged people to apply. ITEM #7 EXECUTIVE DIRECTOR REPORT No report. HRA Meeting Minutes -5- November 20, 2023 ITEM #8 CLAIMS M/Hanson, S/Supple that the following claims be approved: U.S. BANK 11/20/2023 HRA Checks: #36958-36974 $103,534.37 Section 8 Checks: #135278-135353 $196,566.19 TOTAL $300,100.56 Motion carried: 5-0 ITEM #9 ADJOURNMENT The meeting was adjourned by unanimous consent at 8:32 p.m. Date Approved: December 18, 2023 Gordon Hanson HRA Acting Chair Dustin Leslie Melissa Poehlman City Clerk Executive Director AGENDA SECTION:RESOLUTIONS AGENDA ITEM #2. S TAFF REPORT NO. 34 HOUSING AND RE DEVELOPMENT AUT HORIT Y MEET ING 12/18/2023 RE P O RT P RE PA RE D B Y: J an Youngquist, E conomic D evelopment Manager O THE R D E PA RTM E NT RE V IE W: E X E C UTIV E D IRE C TO R RE V IE W: Melissa P oehlman, E xecutive D irector 6/14/2023 I T E M F O R C O UNC IL C O NS ID E RAT I O N: Consideration of the adoption of a resolution approving a First Amendment to the Amended and Restated Contract for Private Development with 101 E 66th S T L LC related to the construction of an 80-unit mixed use project at 101 - 66th Street East. E X E C UT IV E S UM M ARY: The property at 101 - 66th Street East was first vacated in 2013. After three years of neglect, it was purchased for redevelopment by P L H & Associates in 2016. After many years of work, the City approved plans for a 42-unit mixed use building in October 2020, and the Housing and Redevelopment Authority (HRA) approved a Contract for Private Development to provide financial assistance in the form of Tax I ncrement in J anuary 2021. Shortly thereafter, P L H sold the property to 101 E 66th S T LLC (Developer). I n J une 2021, the Developer presented new plans for redevelopment of the site and on J anuary 11, 2022, the City Council approved plans for the development of an 80-unit, 5-story mixed use building. On J une 21, 2022, the HRA approved a Contract for Private Development and issuance of a Tax I ncrement Financing (TI F) Note for up to $2,300,000. I ncreases in construction and labor c osts as well as rising interest rates impacted the D eveloper's budget. Ehlers, the HRA’s financ ial consultant, reviewed the D eveloper ’s revised project finances and based on Ehlers’ analy sis, the HRA approved an Amended and Restated Contract for Private Development (Contract) and issuance of TI F Note for up to $2,685,000 on J une 20, 2023. The C ontrac t requires that construction commence by December 31, 2023 and be substantially complete by December 31, 2025. The building permit for the projec t has been approved and is ready to be issued. Challenging economic conditions have made the project difficult to financ e, however. The Developer is exploring several options, including bringing in a partner to help financ e the projec t. The Developer is making progress and has requested an extension to the C ontrac t. A request to extend the land use approvals is anticipated to be considered by the City Council on J anuary 9, 2024. The attached First Amendment to Amended and Restated Contract for Private D evelopment (Amendment) grants a 90-day extension to commence construction, with the ability of the HRA E xecutive Director to authorize an additional extension for up to 90 day s. I f the Developer commences c onstruc tion within 180 days, the HRA Executive Director shall adjust the dates of c ommenc ement and substantial c ompletion in the Contract. Additionally, the Amendment clarifies that the TI F Note will be pay able solely from the increment generated from the TI F Distric t throughout the duration of TI F Distric t, rather than from the first 16 years of the TI F District. This is a holdover provision from the original C ontrac t with P L H that should have been revised as part of the Amended and Restated Contract, but was inadvertently missed. Failure to extend the agreement would require the Developer to begin the approval proc ess anew. Delays will continue to reduc e the amount of tax increment that will be available to the project; making redevelopment that much more diffic ult. The proposal remains in complianc e with the goals of the Comprehensive Plan and staff believes that helping this partic ular project to move forward remains the best option for the community and immediate neighborhood. RE C O M M E ND E D AC T I O N: By motion: Approve a Resolution approving a First Amendment to the Amended and Restated Contract for Private Development with 101 E 66th S T L LC. B AS IS O F RE C O M M E ND AT I O N: A .H IS TOR IC AL C ON T E X T S outhview B aptist C hurch vacated the property and began marketing it for sale in 2013. D eveloper P L H & A ssociates purchased the property in 2016. June 26, 2018 - The C ity C ouncil approved land use applications for a 31-unit mixed use development. May 28, 2019 and May 12, 2020 - The C ity C ouncil approved extensions of the land use approvals. June 15, 2020 - Revised plans with reduced commercial space and affordable units were presented to the C ity C ouncil and HRA . July 14, 2020 - The C ity C ouncil approved an application for L ivable C ommunities D evelopment A ccount grant funds through the Metropolitan C ouncil (not awarded). July 20, 2020 - The HRA approved a P reliminary D evelopment A greement. October 13, 2020 - The C ity C ouncil approved a revised land use application for a 42-unit mixed use development. January 19, 2021 - The HRA approved a C ontract for P rivate D evelopment and issuance of a TIF Note (not executed). May 2021 - P L H & A ssociates sold the project to North B ay C ompanies, dba 101 E 66th S T L L C (D eveloper). June 21, 2021 - The D eveloper presented plans for a 75-unit, 6-story mixed use building at a joint work session of the C ity C ouncil, HRA , and P lanning C ommission. January 11, 2022 - The C ity C ouncil approved land use plans for an 80-unit, 5-story mixed use building. June 6, 2022 - The HRA approved a C ontract for P rivate D evelopment and issuance of a TIF Note for up to $2,300,000. F ebruary 14, 2023 - The C ity C ouncil approved an extension of the land use approvals until January 11, 2024. June 20, 2023 - The HRA approved an A mended and Restated C ontract for P rivate D evelopment and issuance of a TIF Note for up to $2,685,000. B .E QU ITAB L E OR S T R AT E GIC C ON S ID E R AT ION S OR IMPAC T S The approved project consists of a mixed use building with 80 apartments and approximately 2,800 square feet of ground floor commercial space, which helps meet the S trategic P lan's desired outcome of a vibrant downtown, by increasing the number of housing units and businesses downtown. S ixteen of the apartments will be affordable to households earning up to 60% of the A rea Median Income (A M I), which helps meet the S trategic P lan's desired outcome of maintaining Richfield as an affordable place to live. The project will help improve equitable outcomes by providing new housing options. In addition to 16 affordable units, the C ontract also requires that the development must include at least three "Type A " units that include roll-in showers and grab bars; or at least two units that are A D A accessible. C .P OL IC IE S (resolutions, ordinances, regulations, statutes, exc): In a Redevelopment TIF D istrict, there are no statutory requirements related to housing affordability. The HRA and C ity's Inclusionary Housing P olicy states that rental housing developments that receive financial assistance must either: Reserve 20% of the units for households earning up to 60% of the A MI; O R C ontribute 15% of the available Tax Increment generated to the Richfield Housing and Redevelopment F und. D .C R IT IC AL T IMIN G IS S U E S: The C ontract requires that construction commence by D ecember 31, 2023 and be substantially complete by D ecember 31, 2025. In F ebruary 2023, the C ity C ouncil approved an extension of the land use approvals, which requires that substantial construction needs to be underway by J anuary 11, 2024. The TIF D istrict was certified on March 16, 2021. In accordance with state statute, site improvements must take place before March 16, 2025 or no tax increment from the site may be collected for the duration of the TIF D istrict. The project is not financially feasible without tax increment. E .F IN AN C IAL IMPAC T: The C ontract calls for the D eveloper to receive up to $2,685,000 in TIF. The TIF would be provided in the form of a "P ay-A s-You-Go" Note and would not pose a financial risk to the HRA (the risk would be to the D eveloper if adequate property taxes were not paid). The development property will continue to generate and pay property taxes to all of the current taxing jurisdictions (C ity, C ounty and S chool D istrict) based on the "base value" of the property. The HRA would retain 10% of the TIF generated to reimburse the HRA for ongoing expenses related to administration of the TIF D istrict. The C ontract calls for a one-time "lookback" where the project's financial performance will be reviewed and the principal amount of the TIF Note may be adjusted accordingly. B ased on this analysis, the TIF Note will either be reduced or will not change. F.L E GAL C ON S ID E R AT ION: The A mendment and the Resolution were drafted by the HRA A ttorney, J ulie E ddington. ALTE R N AT IV E R E C O MME N D ATIO N(S): 1. Do not approve the Resolution. 2. Approve the Resolution with modifications. P R IN C IPAL PAR TIE S E X P E C TE D AT ME E TIN G: Dan Oberpriller from 101 E 66th S T L L C. AT TAC H ME N T S: D escription Type Resolution Resolution L etter F irst A mendment to C ontract B ackup Material E xecuted C ontract B ackup Material L ocation and C omp P lan Map B ackup Material HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, MINNESOTA RESOLUTION NO. ______ RESOLUTION APPROVING A FIRST AMENDMENT TO THE AMENDED AND RESTATED CONTRACT FOR PRIVATE DEVELOPMENT WITH 101 E 66TH ST LLC WHEREAS, the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (the “Authority”) was created pursuant to Minnesota Statutes, Sections 469.001 through 469.047, as amended, and was authorized to transact business and exercise its powers by a resolution of the City Council of the City of Richfield, Minnesota (the “City”); and WHEREAS, the City and the Authority has established the 2020-2 Tax Increment Financing District – EMI (the “TIF District”), a redevelopment district within the Richfield Redevelopment Project, pursuant to Minnesota Statutes, Sections 469.174 through 469.1794, as amended; and WHEREAS, 101 E 66TH ST LLC, a Minnesota limited liability company (the “Developer”), owns certain property in the City and has proposed to construct thereon approximately 80 rental housing units, including sixteen affordable housing units, and approximately 2,800 square feet of commercial space (the “Minimum Improvements”); and WHEREAS, the Authority and the Developer previously entered into an Amended and Restated Contract for Private Development (the “Original Development Agreement”) pursuant to which the Developer agreed to construct the Minimum Improvements and the Authority agreed to reimburse the Developer for certain public redevelopment costs associated with the Minimum Improvements through the issuance of a tax increment revenue note (the “TIF Note”) in the maximum principal amount of $2,685,000; and WHEREAS, the Authority and the Developer have proposed to amend the Original Development Agreement to clarify that the TIF Note will be payable solely from the Available Tax Increment (as defined in the Original Development Agreement) generated from the TIF District throughout the duration of the TIF District; and WHEREAS, the Developer is required to commence construction by December 31, 2023 and the Authority proposes an extension of ninety (90) days with the ability of the Executive Director of the Authority to authorize an additional extension of up to ninety (90) days to commence construction; and WHEREAS, if the Developer commences construction within the extension period, the Executive Director shall adjust the dates of commencement and completion of construction within the Amended and Restated Contract, as amended; and WHEREAS, there has been presented before this Board of Commissioners of the Authority a First Amendment to the Amended and Restated Contract for Private Development (the “First Amendment to Development Agreement”) between the Authority and the Developer, including a revised form of the TIF Note, which amends the Original Development Agreement as described herein; and 2 NOW, THEREFORE, BE IT RESOLVED, by the Board of Commissioners of the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota as follows: Section 1. First Amendment to Development Agreement. The First Amendment to Development Agreement is hereby in all respects authorized, approved, and confirmed, and the Chair and the Executive Director are hereby authorized and directed to execute the First Amendment to Development Agreement for and on behalf of the Authority in substantially the form now on file with the Executive Director but with such modifications as shall be deemed necessary, desirable, or appropriate, the execution thereof to constitute conclusive evidence of their approval of any and all modifications therein. Section 2. Miscellaneous. 2.01. The Chair and the Executive Director are hereby authorized to execute and deliver to the Developer any and all documents deemed necessary to carry out the intentions of this resolution and the Original Development Agreement, as amended by the First Amendment to Development Agreement. 2.03. This resolution shall be effective upon adoption. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 18th day of December, 2023. Gordon Hanson, Acting Chair ATTEST: Sean Hayford Oleary, Secretary FIRST AMENDMENT TO AMENDED AND RESTATED CONTRACT FOR PRIVATE DEVELOPMENT between HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, MINNESOTA and 101 E 66TH ST LLC Dated December 18, 2023 This document was drafted by: Kennedy & Graven, Chartered (JAE) 150 South Fifth Street, Suite 700 Minneapolis, Minnesota 55402-1299 Telephone: 612-337-9300 1 FIRST AMENDMENT TO AMENDED AND RESTATED CONTRACT FOR PRIVATE DEVELOPMENT THIS FIRST AMENDMENT TO AMENDED AND RESTATED CONTRACT FOR PRIVATE DEVELOPMENT, made as of the _____ day of December, 2023 (the “Agreement”), is between the HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, MINNESOTA, a public body corporate and politic under the laws of the State of Minnesota (the “Authority”), and 101 E 66TH ST LLC, a Minnesota limited liability company (the “Developer”). WITNESSETH: WHEREAS, the Authority was created pursuant to Minnesota Statutes, Sections 469.001 through 469.047, as amended (the “HRA Act”), and was authorized to transact business and exercise its powers by a resolution of the City Council of the City of Richfield, Minnesota (the “City”); and WHEREAS, the Authority has undertaken a program to promote redevelopment and development of land that is underused or underutilized within the City, and in this connection the Authority administers a redevelopment project known as the Richfield Redevelopment Project (the “Redevelopment Project”) pursuant to the HRA Act; and WHEREAS, pursuant to the HRA Act, the Authority is authorized to undertake certain activities to facilitate the redevelopment of blighted properties and promote the development of affordable housing within the City; and WHEREAS, within the Redevelopment Project, the Authority has created the 2020-2 Tax Increment Financing District – EMI (the “TIF District”), a redevelopment district, in order to facilitate redevelopment of certain property in the Redevelopment Project and promote the development of affordable housing within the City; and WHEREAS, the Developer owns certain property in the City (the “Development Property”) within the TIF District and intends to construct thereon a mixed-use development, including approximately 80 apartment units (including sixteen affordable units) and approximately 2,800 square feet of commercial space (the “Minimum Improvements”); and WHEREAS, in order to achieve the objectives of the redevelopment plan for the Redevelopment Project and make the Minimum Improvements economically feasible for the Developer to construct, the Authority is prepared to reimburse the Developer for a portion of land acquisition costs, site improvement costs, infrastructure costs, demolition and remediation costs, and other costs related to the Minimum Improvements that may be reimbursed with tax increment; and WHEREAS, the Authority believes that the development of the TIF District pursuant to this Agreement, and fulfillment generally of this Agreement, are in the vital and best interests of the City and the health, safety, morals, and welfare of its residents, and in accord with the public purposes and provisions of the applicable State of Minnesota and local laws and requirements under which the Redevelopment Project has been undertaken and is being assisted. NOW, THEREFORE, in consideration of the premises and the mutual obligations of the parties hereto, each of them does hereby covenant and agree with the other as follows: 2 FIRST AMENDMENT TO AMENDED AND RESTATED CONTRACT FOR PRIVATE DEVELOPMENT A. The following sections of the Amended and Restated Contract for Private Development are revised as follows: Section 3.4 of the Amended and Restated Contract for Private Development. Section 3.4 of the Contract is revised to state the following: The Developer understands and acknowledges that the TIF Note is payable solely from the Available Tax Increment generated in the first sixteen years of the from the TIF District. The TIF District expires at the end of 2049. REVISED EXHIBIT B (TIF Note) is revised as described in the attached Exhibit B. B. The Authority hereby grants the Developer an extension of ninety (90) days to commence construction with the ability of the Executive Director of the Authority to authorize an additional extension of up to ninety (90) days to commence construction. C. If the Developer commences construction on or prior to 180 days’ after December 18, 2023, the Executive Director of the Authority shall revise the dates set forth in Section 4.3 of the Amended and Restated Contract for Private Development. S-1 IN WITNESS WHEREOF, the Authority has caused this First Amendment to Amended and Restated Contract for Private Development to be duly executed in its name and behalf and the Developer has caused this Amended and Restated Contract for Private Development to be duly executed in its name and behalf as of the date and year first written above. HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, MINNESOTA By Its Acting Chair By Its Executive Director STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this ____ day of December, 2023, by Erin Vrieze Daniels, the Chair of the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota, a public body corporate and politic under the laws of the State of Minnesota, on behalf of the Authority. Notary Public STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this ____ day of December, 2023, by Melissa Poehlman, the Executive Director of the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota, a public body corporate and politic under the laws of the State of Minnesota, on behalf of the Authority. Notary Public S-2 Execution page of the Developer to the First Amendment to Amended and Restated Contract for Private Development, dated the date and year first written above. 101 E 66TH ST LLC By Its STATE OF MINNESOTA ) ) SS. COUNTY OF __________ ) The foregoing instrument was acknowledged before me this ____ day of December, 2023, by _________________________________, the _____________________________ of 101 E 66th St LLC, a Minnesota limited liability company, on behalf of the Developer. Notary Public REVISED EXHIBIT B FORM OF TIF NOTE UNITED STATES OF AMERICA STATE OF MINNESOTA COUNTY OF HENNEPIN HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD No. R-1 $___________ TAX INCREMENT LIMITED REVENUE NOTE SERIES ________ Date Rate of Original Issue 6.1% __________, 20___ The Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (the “Authority”), for value received, certifies that it is indebted and hereby promises to pay to 101 E 66th St LLC, a Minnesota limited liability company, or registered assigns (the “Owner”), the principal sum of $2,685,000 and to pay interest thereon at the rate per annum set forth above, as and to the extent set forth herein. Capitalized terms used herein that are otherwise not defined shall have the meanings provided in the Amended and Restated Contract for Private Development, dated _______________, 2023, as amended by the First Amendment to Amended and Restated Contract for Private Development, dated December __, 2023 (the “Agreement”), between the Authority and the Owner. 1. Payments. Principal and interest (the “Payments”) shall be paid on August 1, 2024 2025, and each February 1 and August 1 thereafter (each a “Payment Date”) to and including February 1, 2039 2049, in the amounts and from the sources set forth in Section 3 herein. Payments shall be applied first to accrued interest, and then to unpaid principal. Payments are payable by mail to the address of the Owner or such other address as the Owner may designate upon 30 days’ written notice to the Authority. Payments on this Note are payable in any coin or currency of the United States of America which, on the Payment Date, is legal tender for the payment of public and private debts. 2. Interest. Interest at the rate stated above shall accrue on the unpaid principal, commencing on the Date of Original Issue. Interest shall accrue on a simple basis and will not be added to principal. Interest shall be computed on the basis of a year of three hundred sixty (360) days and charged for actual days principal is unpaid. 3. Available Tax Increment. Payments on this Note are payable on each Payment Date in the amount of and solely payable from Available Tax Increment attributable to the Development Property and paid to the Authority by the County in the six (6) months preceding the Payment Date. The principal of and interest on this Note shall be payable each Payment Date solely from Available Tax Increment. No payments will be made on the Note on any Payment Date if there is an uncured Event of Default under the Agreement. “Available Tax Increment” means, on each Payment Date, the Tax Increment attributable to the Development Property and paid to the Authority by the County in the six (6) months preceding the Payment Date after first deducting therefrom ten percent (10%) of the Tax Increment to be used to reimburse the Authority for administrative expenses and subject to Section 4.5 hereof. Available Tax Increment shall not include any Tax Increment if, as of any Payment Date, there is an uncured Event of Default under this Agreement that has not been waived by the Authority. Once the Event of Default is cured or waived by the Authority, withheld Tax Increment shall be Available Tax Increment. The Authority shall have no obligation to pay principal of and interest on this Note on each Payment Date from any source other than Available Tax Increment, and the failure of the Authority to pay the entire amount of principal or interest on this Note on any Payment Date shall not constitute a default hereunder as long as the Authority pays principal and interest hereon to the extent of Available Tax Increment. The Authority shall have no obligation to pay unpaid balance of principal or accrued interest that may remain after the payment of Available Tax Increment from the last payment of Tax Increment the Authority is entitled to receive from the County with respect to the Development Property. 4. Optional Prepayment. The principal sum and all accrued interest payable under this Note is prepayable in whole or in part at any time by the Authority without premium or penalty. No partial prepayment shall affect the amount or timing of any other regular payment otherwise required to be made under this Note. 5. Termination. At the Authority’s option, this Note shall terminate and the Authority’s obligation to make any payments under this Note shall be discharged upon the occurrence of an Event of Default on the part of the Developer, but only if the Event of Default has not been cured in accordance with Section 9.2 of the Agreement. 6. Nature of Obligation. This Note is issued to aid in financing certain public development costs and administrative costs of a Redevelopment Project undertaken by the Authority pursuant to Minnesota Statutes, Sections 469.001 through 469.047, as amended, and is issued pursuant to an authorizing resolution (the “Resolution”) duly adopted by the Board of Commissioners of the Authority on June 20, 2023, and pursuant to and in full conformity with the Constitution and laws of the State of Minnesota, including Minnesota Statutes, Sections 469.174 through 469.1794, as amended. This Note is a limited obligation of the Authority which is payable solely from Available Tax Increment pledged to the payment hereof under the Resolution. This Note and the interest hereon shall not be deemed to constitute a general obligation of the State of Minnesota or any political subdivision thereof, including, without limitation, the Authority. Neither the State of Minnesota, nor any political subdivision thereof shall be obligated to pay the principal of or interest on this Note or other costs incident hereto except out of Available Tax Increment, and neither the full faith and credit nor the taxing power of the State of Minnesota or any political subdivision thereof is pledged to the payment of the principal of or interest on this Note or other costs incident hereto. 7. Estimated Tax Increment Payments. Any estimates of Tax Increment prepared by the Authority or its financial or municipal advisors in connection with the TIF District or the Agreement are for the benefit of the Authority, and are not intended as representations on which the Developer may rely. THE AUTHORITY MAKES NO REPRESENTATION OR WARRANTY THAT THE AVAILABLE TAX INCREMENT WILL BE SUFFICIENT TO PAY THE PRINCIPAL OF AND INTEREST ON THIS NOTE. 8. Registration. This Note is issuable only as a fully registered note without coupons. 9. Transfer. As provided in the Resolution, and subject to certain limitations set forth therein, this Note is transferable upon the books of the Authority kept for that purpose at the principal office of the City Clerk of the City of Richfield. Upon surrender for transfer of this TIF Note, including any assignment or exchange thereof, duly endorsed by the registered owner thereof or accompanied by a written instrument of transfer, in form reasonably satisfactory to the Executive Director, as registrar (the “Registrar”), duly executed by the registered owner thereof or by an attorney duly authorized by the registered owner in writing, and the payment by the Owner of any tax, fee, or governmental charge required to be paid by or to the Authority with respect to such transfer or exchange, the Registrar shall authenticate and deliver, in the name of the designated transferee or transferees, a new Note of the same aggregate principal amount, bearing interest at the same rate and maturing on the same dates. Notwithstanding the foregoing, this TIF Note shall not be transferred to any person other than an affiliate, or other related entity, of the Owner unless the Authority has been provided with an investment letter in a form substantially similar to the investment letter in Exhibit C attached to the Agreement or a certificate of the transferor, in a form satisfactory to the Executive Director of the Authority, that such transfer is exempt from registration and prospectus delivery requirements of federal and applicable state securities laws. The Registrar may close the books for registration of any transfer after the fifteenth day of the month preceding each Payment Date and until such Payment Date. The Owner may assign this TIF Note to a lender that provides all or part of the financing for the acquisition of the Development Property or the construction of the Minimum Improvements. The Authority hereby consents to such assignment, conditioned upon receipt of an investment letter from such lender in substantially the form attached to the Agreement as Exhibit C, or other form reasonably acceptable to the Executive Director of the Authority. The Authority also agrees that future assignments of this TIF Note may be approved by the Executive Director of the Authority without action of the Board of Commissioners of the Authority, upon the receipt of an investment letter in substantially the form of Exhibit C of the Agreement or other investment letter reasonably acceptable to the Authority from such assignees. This Note is issued pursuant to the Resolution and is entitled to the benefits thereof, which Resolution is incorporated herein by reference. IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions, and things required by the Constitution and laws of the State of Minnesota to be done, to exist, to happen, and to be performed in order to make this Note a valid and binding limited obligation of the Authority according to its terms, have been done, do exist, have happened, and have been performed in due form, time and manner as so required. IN WITNESS WHEREOF, the Board of Commissioners of the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota has caused this Note to be executed with the manual signatures of its Chair and Executive Director, all as of the Date of Original Issue specified above. HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, MINNESOTA Executive Director Chair REGISTRATION PROVISIONS The ownership of the unpaid balance of the within Note is registered in the bond register of the Authority’s Executive Director, in the name of the person last listed below. Registered Owner Signature of Executive Director 101 E 66th St, LLC Federal ID #_____________ AMENDED AND RESTATED CONTRACT FOR PRIVATE DEVELOPMENT between HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, MINNESOTA This document was drafted by: Kennedy & Graven, Chartered (JAE) 150 South Fifth Street, Suite 700 Minneapolis, Minnesota 55402-1299 Telephone: 612-337-9300 and 101 E 66TH ST LLC Dated 2023 ------June 20 NICOLLET AVE65TH ST E 66TH ST E1ST AVE SSTEVENS AVE65T H S T W 66TH ST W ±I:\GIS\Community Development\Staff\Econ Dev Manager\101 66th St E PLU.mxd 2040 Planned Land Use Mixed Use Regional Commercial Community Commercial Neighborhood Commercial High Density Residential Medium Density Residential Low Density Residential Park Quasi-Public Right-of-Way (ROW) 101 - 66th St E2040 Comprehensive Plan Designations 0 200 400100ft AGENDA SECTION:PUBLIC HEARINGS AGENDA ITEM #3. S TAFF REPORT NO. 35 HOUSING AND RE DEVELOPMENT AUT HORIT Y MEET ING 12/18/2023 RE P O RT P RE PA RE D B Y: J ulie Urban, A sst. C ommunity D evelopment D irector O THE R D E PA RTM E NT RE V IE W: E X E C UTIV E D IRE C TO R RE V IE W: Melissa P oehlman, E xecutive D irector 6/15/2023 I T E M F O R C O UNC IL C O NS ID E RAT I O N: Public hearing regarding the sale of 6613-25 Portland Avenue South to Beacon Interfaith Housing Collaborative, doing business as Aster Commons Limited Partnership and Aster Commons G P LL C. E X E C UT IV E S UM M ARY: In June of 2023, the Housing and Redevelopment Authority (H R A) approved a Contract for Private Redevelopment (Contract) with Beacon Interfaith Housing Collaborative (Beacon), doing business as Aster Commons Limited Partnership and Aster Commons GP LL C, to develop 38 units of affordable, supportive rental housing for neuro-diverse young adults on the HRA-owned property located at 6613-25 Portland Avenue South. Under the terms of the Contract, the H R A agreed to provide the project a $500,000 grant from the Affordable Housing Trust Fund and to sell the property to Beacon for $1, contingent upon the H R A holding a public hearing for the sale of land. The project meets a variety of HRA and City objectives including providing housing affordable at 30% of the Area Median I ncome (A MI ), housing for people with disabilities, and housing with supportive services. The project will serve a transit-dependent population, making it an appropriate land use and density for this small, irregularly-shaped property located adjacent to a transit station. The Contract requires that the project receive land use approvals; the City Council approved those land use entitlements on November 28, 2023. The Contract also stipulates that sale of the property will not occur until the project has received all of its financing. W hile Beacon was unsuccessful getting an award of Low I ncome Housing Tax Credits (L I HTC) in 2023, they will apply again in 2024. Under the terms of the Preliminary Redevelopment Agreement, closing must occur on the property by J anuary 31, 2025. RE C O M M E ND E D AC T I O N: Conduct and close a public hearing and by motion: Approve the attached resolution authorizing the sale of 6613-25 Portland Avenue South to Beacon Interfaith Housing Collaborative doing business as Aster Commons Limited Partnership and Aster Commons G P LL C for the development of 38 units of affordable, supportive housing. B AS IS O F RE C O M M E ND AT I O N: A .H IS TOR IC AL C ON T E X T T he property is made up of remnant parcels from the Portland Avenue roundabout project. T he H R A has been seeking a viable development proposal for the site since 2009. T he property is irregularly-shaped, with a narrow depth, located on a busy arterial roadway with no on-street parking, located in close proximity to a major intersection, and is adjacent to a transit station, all of which have made it challenging to find an appropriate development. On Tuesday, March 8, 2022, at a joint work session of the C ity C ouncil, HRA , and P lanning C ommission, B eacon presented conceptual plans for the development of up to 40 units of supportive rental housing at 6613-25 P ortland Avenue S outh. B eacon specializes in developing supportive housing at deeply affordable levels throughout the Twin C ities. On March 21, 2022, the HRA approved a resolution of support for the B eacon concept. On A pril 18, 2022, the HRA approved a P reliminary Redevelopment A greement with B eacon. On January 17, 2023, the HRA extended the P reliminary A greement until J anuary 31, 2024. On J une 20, 2023, the HRA approved a C ontract for P rivate Redevelopment with B eacon agreeing to sell the property for a dollar, contingent upon a public hearing. On November 28, 2023, the C ity C ouncil approved land use entitlements for the P roject. The population to be served would include neuro-diverse youth and young adults, and supportive housing services would be provided on-site. Twenty units will be affordable at 30% of the A MI, with rent assistance provided by Hennepin C ounty, and the remaining units will be affordable at 50% of the A M I. B eacon continues to seek sources of funding to be able to provide all units affordable at 30% of the A M I. B .E QU ITAB L E OR S T R AT E GIC C ON S ID E R AT ION S OR IMPAC T S The project furthers the C ity's S trategic P riority of C ommunity D evelopment by helping to maintain Richfield as an affordable place to live and increase the tax base of the currently tax-exempt property. The project also advances equity by providing housing designed specifically to meet the currently unmet needs of neuro-diverse young adults for accessible, supportive and affordable housing. C .P OL IC IE S (resolutions, ordinances, regulations, statutes, exc): The 2040 C omprehensive P lan calls for a full range of housing choices that meets residents' needs at every stage of their lives and ensures a healthy balance of housing types that meet the needs of a diverse population with diverse needs. The C ity of Richfield and its HRA have a long history of partnering with organizations that best serve its residents. S upporting housing stability for people with the lowest incomes is a way to further the community's commitment to equitable opportunities for all. The Metropolitan C ouncil has identified the C ity's share of housing affordable at 30% of the A M I to be 66 units by 2030. The P roject exceeds the requirements of the Inclusionary Housing P olicy, which requires that either 20% of the units be affordable at 60% of the A M I, 15% at 50% A M I, or 10% at 30% A M I and that 5% of units be Type A with roll-in showers or 3% be fully accessible. The P roject meets several priorities of the A HTF, including: Housing with units affordable at 30% of the A MI Housing with accessible units Housing with supportive services Housing with resident rental subsidies D .C R IT IC AL T IMIN G IS S U E S: Under the terms of the C ontract, closing on the property would occur by J anuary 31, 2025, construction would begin by J uly 31, 2025, and construction would be completed by S eptember 30, 2026. Once final approval is granted for the land sale, the project will be more competitive for funding opportunities. E .F IN AN C IAL IMPAC T: Under the A greement, the HRA would sell the property to B eacon for one dollar. There was no cost to the HRA for the property. The HRA 's financial consultant reviewed the request for a land write-down and a grant from the A ffordable Housing Trust F und and determined that the project needs the requested funds and land write-down in order to be economically viable. F.L E GAL C ON S ID E R AT ION: Notice of the public hearing was published in the S un C urrent on D ecember 7, 2023. S ection 469.029 of the HRA A ct requires the HRA to conduct a public hearing and approve the sale of any HRA -owned property. ALTE R N AT IV E R E C O MME N D ATIO N(S): Do not approve the sale of land. P R IN C IPAL PAR TIE S E X P E C TE D AT ME E TIN G: Representative from Beacon I nterfaith Housing Collaborative AT TAC H ME N T S: D escription Type Resolution Resolution L etter A ster C ommons rendering and site plan B ackup Material C ontext Map B ackup Material HRA RESOLUTION NO. RESOLUTION APPROVING A THE SALE OF 6613-25 PORTLAND AVE SOUTH TO ASTER COMMONS LIMITED PARTNERSHIP AND ASTER COMMONS GP LLC WHEREAS, the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (the "Authority'') was created pursuant to Minnesota Statutes, Sections 469.001 through 469.047, as amended, and was authorized to transact business and exercise its powers by a resolution of the City Council of the City of Richfield, Minnesota (the "City''); and WHEREAS, the HRA desires to develop certain real property pursuant to and in furtherance of the City’s housing and redevelopment goals, said real property located at 6613-25 Portland Avenue South (the “Redevelopment Property”), legally being described as: Lots 31, 32, 33, and 34, Auditor’s Subdivision No. 340, Hennepin County, Minnesota WHEREAS, Aster Commons GP LLC, a Minnesota limited liability company (the "Redeveloper"), has proposed to acquire the Redevelopment Property from the Authority and to transfer the Redevelopment Property to Aster Commons Limited Partnership, a Minnesota limited partnership (the "Partnership"); WHEREAS, the Partnership has proposed to construct on the Redevelopment Property a multifamily housing project consisting of approximately 38 supportive housing units (the "Minimum Improvements") and a Contract for Private Redevelopment was approved on June 20, 2023; and WHEREAS, to make the Minimum Improvements economically feasible for the Partnership to construct, the Authority has proposed to sell the Redevelopment Property for the reduced price of $1.00, following a public hearing; and WHEREAS, as required by Minnesota Statutes Section 429.029, the HRA conducted a public hearing on the sale of the Redevelopment Property to the Partnership on December 18, 2023, following proper notice; and NOW, THEREFORE, BE IT RESOLVED, by the Board of Commissioners of the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota as follows: 1. A public hearing has been held and the Redevelopment Property is authorized to be sold for $1.00 to Aster Commons GP LLC and transferred to Aster Commons Limited Partnership. 2. The Chair and the Executive Director are hereby authorized to execute and deliver any and all documents deemed necessary to carry out the intentions of this resolution and the land sale. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this ______ day of ______________, 2023. __________________________________ Gordon Hanson, Acting Chair ATTEST: ______________________________ Sean Hayford Oleary, Secretary M gnSRiseD 15’ PROPOSED BUILDING 5 MIN DELIVERYNO PARKING30’60’ 6’ PERIMETER FENCE SHADE STRUCTURE TRANSFORMER WITH SCREENING FENCE SEAT WALL PRIMARY ENTRANCE VISITOR BIKE PARKING RESIDENT PATIO SIGN (ON BUILDING) BACK ENTRANCE GATE 6’ PERIMETER FENCE EXISTING METRO TRANSIT STOP SITE PLAN BIKE ROUTE PROPERTY LINE RAIN GARDEN WITH NATIVE PLANTINGS TREE, SHRUBS AND GROUND COVER PLANTINGS POLLINATOR LAWN EDGE TREE, SHRUBS AND GROUND COVER PLANTINGS EXISTING TREE TO REMAIN PROPOSED TREE VETS MEMORIAL NICOLLET HEREDIA AUGSBURG HIGHWAY 62 69TH ST E HIGHWAY 62 71ST ST E 70TH ST E 68TH ST E 13TH AVE S67TH ST E 12TH AVE S63RD ST E PORTLAND AVE11TH AVE S64TH ST E 65TH ST E NICOLLET AVE66TH ST E ELLIOT AVEPORTLAND AVE3RD AVE SCOLUMBUS AVEPARK AVEOAKLAND AVE6 5TH S T E CHICAGO AVESTEVENS AVE5TH AVE S1ST AVE S4TH AVE S2ND AVE SCLINTON AVE64TH ST E 6 2 N D S T E 71ST ST E 71ST ST E 69TH ST E 2ND AVE S1ST AVE SSTEVENS AVE10TH AVE SCLINTON AVE5TH AVE SE B HWY62 TO P O R T L A N D AV E 4TH AVE S66TH ST E ± General Location Map 0 820 1,640410ft I:\GIS\Community Development\Case Maps\2023\Aster Commons GLM.mxd 6613-6625 Portland Avenue South Beacon Interfaith Housing - Aster Commons SUBJECTSITE Legend Parks lCity Limits Lakes City of Minneapolis MSP Airport