Loading...
081825 HRAR 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 AU G U S T 18, 2025 7:00 P M C all to Order Open F orum P lease refer to the H R A agenda and minutes web page for additional ways to submit comments. Approval of the Minutes A pproval of the minutes of the Regular Housing and Redevelopment A uthority meeting of July 21, 2025. AG E N D A APPR O VAL 1.A pproval of the A genda 2.Consent Calendar contains several separate items which are acted upon by the H R A in one motion. Once the Consent Calendar has been approved, the individual items and recommended actions have also been approved. No further H R A action on these items is necessary. However, any H R A Commissioner may request that an item be removed from the Consent Calendar and placed on the regular agenda for H R A discussion and action. All items listed on the Consent Calendar are recommended for approval. A .C onsideration of a Grant C ompliance A greement with P enn S tation A partments, L L L P regarding a Tax B ase Revitalization A ccount Grant for 6501-6525 P enn Avenue S outh. S taff Report No. 21 3.C onsideration of items, if any, removed from C onsent C alendar R E S O L U T IO N S 4.C onsider resolutions approving the proposed 2026 Housing and Redevelopment A uthority B udget and Tax L evy and 2025 Revised Housing and Redevelopment A uthority B udget. S taff Report No. 22 O T H E R B U S IN E S S 5.C onsideration of the approval of an amended C ontract with the C enter for E nergy and E nvironment to provide additional funding for C ommunity F ix-Up F und loan services to Richfield homeowners for 2025, and funds for loan services, Remodeling A dvisor visits, and administration fees as approved in the 2026 B udget. S taff Report No. 23 H R A D IS C U S S IO N ITE MS 6.HRA D iscussion Items E X E C U T IV E D IR E C TO R R E P O R T 7.E xecutive D irector's Report C LAIMS 8.C laims 9.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. HRA Meeting Minutes July 21, 2025 1 of 4 HOUSING AND REDEVELOPMENT AUTHORITY MEETING MINUTES Richfield, Minnesota Regular Meeting July 21, 2025 Chair Vrieze Daniels called the meeting to order at 7:00 PM in the Council Chambers. HRA Present: Erin Vrieze Daniels, Chair; Mary Supple; Sean Hayford Oleary; Gordon Hanson; John Young. Staff Present: Julie Urban, Assistant Community Development Director; and Michelle Friedrich, City Clerk. OPEN FORUM Chair Vrieze Daniels gave instructions on how to participate in the open forum. No residents participated in the open forum opportunity. APPROVAL OF THE MINUTES MOTION: made by Hanson, seconded by Young to approve the minutes of the Housing and Redevelopment Authority regular meeting Minutes of June 16, 2025, as presented. Motion carried: 5-0 ITEM #1 APPROVAL OF THE AGENDA MOTION: made by Supple, seconded by Hayford Oleary to approve the agenda as presented. Motion carried: 5-0 ITEM #2 CONSENT CALENDAR Assistant Community Development Director Urban presented the consent calendar items. A. Consideration of a resolution authorizing submittal of an application to the Metropolitan Council for a Livable Communities Policy and Program Development grant. Staff Report No. 19 MOTION: made by Young, seconded by Hayford Oleary, to approve the consent calendar as presented. Motion carried: 5-0 CALL TO ORDER HRA Meeting Minutes July 21, 2025 2 of 4 RESOLUTION NO. 1511 RESOLUTION IDENTIFYING THE NEED FOR LIVABLE COMMUNITIES ACT FUNDING AND AUTHORIZING APPLICATION FOR GRANT FUNDS ITEM #3 CONSIDERATION OF ITEMS, IF ANY, REMOVED FROM THE CONSENT CALENDAR None. ITEM #4 CONSIDERATION OF THE ADOPTION OF A RESOLUTION AUTHORIZING THE PURCHASE OF 6804 14TH AVENUE SOUTH FOR FUTURE DEVELOPMENT AS A SINGLE-FAMILY HOME OR DUPLEX UNDER THE RICHFIELD REDISCOVERED PROGRAM Assistant Community Development Director Urban presented the item 4A and noted the details of the house being considered for acquisition, 6804 14th Avenue South, for a purchase price of $150,000. Assistant Community Development Director Urban referenced the purchase agreement reflects an “as is” purchase amount and noted the parameters of purchase per HRA. MOTION: made by Supple, seconded by Young, to adopt the Resolution authorizing the purchase of 6804 14th Avenue South for future development as a single-family home or duplex under the Richfield Rediscovered Program. The HRA acknowledged Tax Increment Financing (TIF) and relevant redevelopment code-related issues. The HRA expressed appreciation for the Richfield Rediscovered Program, noting it represents a good use of resources and aligns with the original intent to upgrade substandard housing. Staff reported on partnerships being pursued to support the construction of a duplex. Assistant Community Development Director Urban highlighted a finding of consistency with past Planning Commission decisions, which historically included transitions from single-family-to-single-family homes, and now also support expanding allowable uses to include duplex housing. RESOLUTION NO. 1512 RESOLUTION AUTHORIZING THE PURCHASE OF 6804 14TH AVENUE SOUTH FOR FUTURE DEVELOPMENT AS A SINGLE-FAMILY HOME OR DUPLEX UNDER THE RICHFIELD REDISCOVERED PROGRAM Motion carries: 5-0 ITEM #5 HRA DISCUSSION ITEMS No items were discussed. ITEM #6 EXECUTIVE DIRECTOR REPORT Assistant Community Development Director Urban reported the receipt of $653,000 from the Minnesota Department of Revenue (LAHA), with the Housing Board “Bring it Home” rental assistance program receiving an award of $1,000,000, which includes startup costs and is funded at minimum amount. Assistant Community Development Director Urban noted there will be no Home Tours this year, as the HRA Meeting Minutes July 21, 2025 3 of 4 event has shifted to a bi-annual schedule to correspond with community engagement. Assistant Community Development Director added ADUs will be included in the next tour. Assistant Community Development Director Urban noted Hempel Properties is scheduled to close between July 31 and August 4, 2025. In closing, Assistant Community Development Director Urban added while there was no Economic Development Authority meeting, updates included a $10,000 SAC affordability award to SHAZAM Coffee Shop, and ongoing efforts with CivicBrand for the Downtown Richfield identity initiative, which includes a walking tour and online survey. Assistant Community Development Director Urban noted a Business Initiative Grant also supports this work. ITEM #7 CLAIMS MOTION: made by Hanson, seconded by Hayford Oleary, to approve claims: U.S. BANK 7/21/2025 HRA Checks #37258-37269 $64,069.13 Section 8 Checks #136891-136978 $223,788.24 TOTAL $287,857.37 Motion carried: 5-0 ITEM #8 ADJOURNMENT This meeting was adjourned by unanimous consent at 7:13 p.m. Date Approved: August 18, 2025 Erin Vrieze Daniels HRA Chair Michelle Friedrich Melissa Poehlman City Clerk Executive Director AGENDA SECTION:Consent Calendar AGENDA ITEM #2.A. STAFF REPORT NO. 21 HOUSING AND REDEVELOPMENT AUTHORITY MEETING 8/18/2025 Julie Urban, Asst. Community Development DirectorREPORT PREPARED BY: EXECUTIVE DIRE CTOR RE VIEW: ITEM FOR COUNCIL CONSIDERATION: Consideration of a Grant Compliance Agreement with Penn Station Apartments, LLLP regarding a Tax Base Revitalization Account Grant for 6501-6525 Penn Avenue South. EXECUTIVE SUMMARY: On June 25, 2025, the Housing and Redevelopment Authority (HRA) was awarded a Tax Base Revitalization Account Grant (Grant) from the Metropolitan Council in the amount of $303,200 to undertake activities related to the clean-up of polluted land and building located at 6501-6525 Penn Avenue South. Environmental assessments of the properties have identified contaminated soils and building materials which need to be removed before development can proceed. JO Companies (the Developer) will conduct the remediation activities and request reimbursement for the costs from the Grant. The Grant Compliance Agreement details the terms under which the HRA will provide reimbursement. RECOMMENDED ACTION: By motion: Approve a Grant Compliance Agreement with Penn Station Apartments, LLLP regarding a Tax Base Revitalization Account Grant for 6501-6525 Penn Avenue South. BASIS OF RECOMMENDATION: A.HISTORICAL CONTEXT The HRA owns both 6501 and 6525 Penn Avenue South but has entered into a Contract for Private Redevelopment with JO Companies (dba Penn Station Apartments, LLLP) for the redevelopment of the properties. On July 7, 2025, the HRA was awarded a Tax Base Revitalization Account Grant for environmental remediation activities B.EQUITABLE OR STRATEGIC CONSIDERATIONS OR IMPACTS The proposed affordable housing development associated with the Grant would help meet the Strategic Plan goal to maintain Richfield as an affordable place to live. The development will provide affordable housing opportunities for people with low incomes and people with disabilities. C.POLICIES (resolutions, ordinances, regulations, statutes, exc): The HRA and the Metropolitan Council have executed a Grant Agreement that lays out the terms of the Grant. The Grant Compliance Agreement conveys those terms to Penn Station Apartments, LLLP, a subsidiary of JO Companies, LLC. D.CRITICAL TIMING ISSUES: Julie Urban, Acting Executive Director 8/13/2025 The TB RA Grant expires D ecember 31, 2027; however, the D eveloper intends to conduct the remediation activities shortly after closing on the property later this fall. E .F IN AN C IAL IMPAC T: The C ity was awarded $303,200 in Grant funds from the Metropolitan C ouncil. The C ity intends to provide the proceeds of the Grant to the D eveloper. F.L E GAL C ON S ID E R AT ION: The HRA A ttorney prepared the Grant C ompliance A greement. ALTE R N AT IV E R E C O MME N D ATIO N(S): 1. Decide to not approve the Agreement. 2. Approve the Agreement with changes. P R IN C IPAL PAR TIE S E X P E C TE D AT ME E TIN G: None. AT TAC H ME N T S: D escription Type Grant A greement C ontract/A greement GRANT COMPLIANCE AGREEMENT This GRANT COMPLIANCE AGREEMENT (the “Agreement”) is made and entered into this ___ day of August, 2025, between the City of Richfield, Minnesota, a municipal corporation under the laws of the State of Minnesota (the “City”), and Penn Station Apartments LLLP, a Minnesota limited liability limited partnership (the “Developer”). RECITALS WHEREAS, the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota (the “Authority”) and the Developer entered into a Contract for Private Redevelopment Agreement, dated June 16, 2025 (the “Contract”); and WHEREAS, pursuant to the Agreement, the Developer proposed to acquire certain property (the “Redevelopment Property”) from the Authority, demolish the blighted building on the Redevelopment Property, and construct a building with approximately 42 affordable housing units, with a portion of the units occupied by residents whose incomes do not exceed thirty percent (30%) of the area median gross income, a portion occupied by residents whose incomes do not exceed fifty percent (50%) of the area median gross income, and the remainder of the units occupied by residents whose incomes do not exceed sixty percent (60%) of the area median gross income, and the Authority agreed to provide financial assistance for the Project in an amount of up to $1,485,000 by selling the Redevelopment Property at a reduced cost; and WHEREAS, to assist the Developer in obtaining additional financing for the Project, the HRA submitted an application to the Metropolitan Council for funds available under the Tax Base Revitalization Account Program (“TBRA”); and WHEREAS, the City was awarded and accepted the TBRA Grant in the amount of $303,200 from Metropolitan Council (the “TBRA Grant”); and WHEREAS, pursuant to the TBRA Grant Agreement (the “TBRA Grant Agreement”), proceeds of the TBRA Grant may be used for soil remediation and abatement activities as more fully described in the TBRA Grant Agreement (the “Eligible Costs”); and WHEREAS, a copy of the TBRA Grant Agreement has been provided to the Developer; and WHEREAS, the City intends to provide the proceeds of the TBRA Grant Authority to the Developer to pay for Eligible Costs; NOW, THEREFORE, IT IS HEREBY AGREED by and between the Authority, the City and the Developer as follows: 1. The TBRA Grant Agreement is incorporated herein by reference. 2. The Developer has read the TBRA Grant Agreement and agrees to comply with all terms, conditions, and obligations of the City under the TBRA Grant Agreement, including but not limited to providing evidence of expenditures for Eligible Costs, providing deliverables, establishing and maintaining records, consenting to audits, and providing project progress reports. 3. The Developer agrees to fully indemnify the City for any liability incurred by the City with respect to the TBRA Grant Agreement. IN WITNESS WHEREOF, the parties have executed this Grant Compliance Agreement effective the date and year first written above. HOUSING AND REDEVELOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD By Its Chair By Its Executive Director PENN STATION APARTMENTS LLLP By: Penn Station Apartments LLC Its General Partner By: JO Companies, LLC Its: Sole Member Johnny Opara, Manager AGENDA SECTION:RESOLUTIONS AGENDA ITEM #4. STAFF REPORT NO. 22 HOUSING AND REDEVELOPMENT AUTHORITY MEETING 8/18/2025 Melissa Poehlman, Executive DirectorREPORT PREPARED BY: EXECUTIVE DIRE CTOR RE VIEW: ITEM FOR COUNCIL CONSIDERATION: Consider resolutions approving the proposed 2026 Housing and Redevelopment Authority Budget and Tax Levy and 2025 Revised Housing and Redevelopment Authority Budget. EXECUTIVE SUMMARY: The bylaws of the Richfield Housing and Redevelopment Authority (HRA) require that an annual budget be submitted to the HRA Commissioners for approval. Accordingly, the 2026 Proposed Budget and Tax Levy and 2025 Revised Budget are presented for approval. In addition, Minnesota State Statutes require adoption of a preliminary tax levy from each taxing authority. The proposed tax levy must be certified to the Hennepin County Auditor by September 30, 2025. Any amendments to the proposed budget, which would increase the property tax levy, must be made prior to September 30, 2025. No increases in the tax levy are permissible after that date, only reductions. Final certification of the HRA tax levy is part of the City’s budget process. The recommended tax levy as proposed represents a 3.0% increase from the previous year’s levy. RECOMMENDED ACTION: By motion: Adopt the attached resolutions approving the 2026 Proposed Housing and Redevelopment Authority Budget and Tax Levy and 2025 Revised Housing and Redevelopment Authority Budget BASIS OF RECOMMENDATION: A.HISTORICAL CONTEXT N/A B.EQUITABLE OR STRATEGIC CONSIDERATIONS OR IMPACTS N/A C.POLICIES (resolutions, ordinances, regulations, statutes, exc): Minnesota Statutes require adoption of a preliminary levy from each taxing authority. The budget and accompanying proposed levy for 2026 are ready for consideration. Even though a public hearing for the HRA tax levy is not required by State Statute, this does not preclude the HRA from opening this item up for public discussion if the HRA desires to do so. D.CRITICAL TIMING ISSUES: As required by State Statutes, each taxing authority must certify its proposed tax levy for the payable year 2026 to the County Auditor on or before September 30, 2025. Melissa Poehlman, Executive Director 8/8/2025 E .F IN AN C IAL IMPAC T: The P roposed 2026 HRA levy represents a 3.0% increase from the previous year’s levy. This equates to an $21,623 increase. The levy is approximately $190,070 less than the maximum HRA levy established by law of the .0185% of the C ity’s total estimated taxable market value. F.L E GAL C ON S ID E R AT ION: N/A ALTE R N AT IV E R E C O MME N D ATIO N(S): The HRA could adopt a preliminary levy less than the one proposed herein. However, that would not provide for programs that are recommended in the 2026 Proposed/2025 Revised Budget. The HRA could also consider adoption of a greater levy (up to $932,295), but that would exceed the expressed needs of staff and may result in a burdensome property tax bill for residents. P R IN C IPAL PAR TIE S E X P E C TE D AT ME E TIN G: N/A AT TAC H ME N T S: D escription Type 2026 B udget and Tax L evy Resolution L etter 2025 Revised B udget Resolution Resolution L etter P roposed 2026 B udget E xhibit HRA RESOLUTION NO. RESOLUTION APPROVING PROPOSED 2026 HOUSING AND REDEVELOPMENT AUTHORITY BUDGET AND CERTIFYING THE 2026 TAX LEVY BE IT RESOLVED by the Housing and Redevelopment Authority of the City of Richfield, Minnesota as follows: Section 1. The budget for the Housing and Redevelopment Authority General Fund of Richfield for the year 2026 in the amount of $756,430 is hereby ratified. Section 2. The estimated gross revenue of the Housing and Redevelopment Authority General Fund of Richfield from all sources, including general ad valorem tax levies as hereinafter set forth for the year 2025, and as the same are more fully detailed in the Executive Director’s official copy of the budget for the year 2026, in the amount of $914,588 is hereby approved. Section 3. There is hereby levied upon all taxable property in the City of Richfield an ad valorem tax in 2025, payable in 2026 for the following purposes: Housing and Redevelopment Authority $742,230 Section 4. A certified copy of this resolution shall be transmitted to the County Auditor. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 18th day of August, 2025. Erin Vrieze Daniels, Chair ATTEST: Sean Hayford Oleary, Secretary RESOLUTION NO. RESOLUTION AUTHORIZING REVISION OF THE 2025 BUDGET OF THE HOUSING AND REDEVELOPMENT AUTHORITY OF RICHFIELD WHEREAS, Resolution No.1487 appropriated funds for personal services and other expenses and capital outlay for the Housing and Redevelopment Authority for the year 2025 and WHEREAS, The Executive Director has requested a revision of the 2025 budget as detailed in the 2026 budget document. NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment Authority of Richfield, Minnesota as follows: Section 1. That the 2025 appropriation for the Housing and Redevelopment Authority General Fund is revised as follows: $252,790 increase Section 2. Estimated 2025 gross revenue of the Housing and Redevelopment Authority General Fund from all sources, as the same is more fully detailed in the Executive Director’s official copy of the 2026 budget document, are hereby revised as follows: $40,580 increase Section 3. That the Executive Director bring into effect the provisions of this resolution. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 18th day of August, 2025. Erin Vrieze Daniels, Chair ATTEST: Sean Hayford Oleary, Secretary RICHFIELD HOUSING AND REDEVELOPMENT AUTHORITY 6700 Portland Avenue Richfield, MN 2026 BUDGET TABLE OF CONTENTS Page No. HRA Officials 2 Executive Director's Budget Message 3 Summary of 2025/2026 Budget - All Funds 8 Comparative Analysis of Expenditures By Major Objectives - All Funds 9 Comparative Analysis of Expenditures - All Funds 10 Comparative Analysis of Revenues - All Funds 11 General Fund: Budget Summary - General Fund 14 Housing and Redevelopment Administration - Narrative 15 General Fund Revenue 17 HRA Administration 18 Marketing and Promotional Events 19 Rental Housing Support 20 Richfield Rediscovered HF 21 Special Revenue Funds: Capital Improvement 25 New Home Program 29 Housing Rehabilitation Program 34 Section 8 - Housing Assistance Program 39 Section 8 - Administration 44 Affordable Housing Trust 47Local Affordable Housing Aid 52Bring It Home 57 Capital Projects: Temporary Spending Plan 62 Development Opportunities 65 The Lakes at Lyndale 70 Lyndale Garden Center 75 Cedar Point Commons 78 Cedar Corridor 82 Penn Corridor 86 Housing & Redevelopment Fund 90 Budget Resolutions: Resolution Approving Proposed 2026 Housing and Redevelopment 96 Authority Budget and Certifying the 2026 Tax Levy. Resolution Authorizing Revision of 2025 Budget of the Housing and 97 Redevelopment Authority of Richfield. 1 CITY OF RICHFIELD, MINNESOTA ANNUAL BUDGET HOUSING AND REDEVELOPMENT AUTHORITY HRA COMMISSIONERS ERIN VRIEZE DANIELS - CHAIR COMMISSIONER - GORDON HANSON COMMISSIONER - SEAN HAYFORD OLEARY COMMISSIONER - MARY SUPPLE COMMISSIONER - JOHN YOUNG ADMINISTRATIVE STAFF MELISSA POEHLMAN - EXECUTIVE DIRECTOR/COMMUNITY DEVELOPMENT DIRECTOR MARY BOGIE - FINANCE DIRECTOR 2 Community Development Department Housing and Redevelopment Authority 6700 PORTLAND AVENUE, RICHFIELD, MINNESOTA 55423-2599 Phone: 612.861.9760 FAX: 612.861.8974 www.richfieldmn.gov AN EQUAL OPPORTUNITY EMPLOYER MAYOR MARY SUPPLE CITY COUNCIL SHARON CHRISTENSEN SEAN HAYFORD OLEARY SIMON TRAUTMANN BEN WHALEN CITY MANAGER KATIE RODRIGUEZ July 25, 2025 Housing and Redevelopment Authority Commissioners City of Richfield Dear Commissioners: In accordance with the bylaws of the Richfield Housing and Redevelopment Authority (HRA), the HRA budget for January 1, 2026, to December 31, 2026, is submitted. A meeting on the proposed HRA budget will be held on August 18, 2025, at 7:00 p.m. Pursuant to State law, the HRA must certify the 2026 budget and the revenue required to be raised by an ad valorem property tax levy to the Hennepin County Auditor. The deadline for the certification is December 30, 2025. A proposed 2026 tax levy must be submitted to the County Auditor on or before September 30, 2025. Any amendments to the proposed budget, which would increase the property tax levy, must be made prior to September 30, 2025. No increases to the tax levy are permissible after that date, only reductions. Final certification of the HRA tax levy is part of the City’s budget process. The revised 2025 budget and the proposed 2026 budget for the HRA consist of 17 funds or programs. 1. General Fund 2. Capital Improvement Program 3. New Home Program 4. Housing Rehabilitation Program 5. Section 8 Rental Assistance - HAP 6. Section 8 Rental Assistance – ADMIN 7. Affordable Housing Trust Fund 8. Development Opportunities Fund 9. Lakes at Lyndale 10. Lyndale Garden Center 11. Cedar Point Commons 12. Cedar Corridor 3 Housing & Redevelopment Authority Commissioners July 28, 2025 Page | 2 13.Penn Corridor 14.Local Affordable Housing Aid (LAHA) 15.Bring it Home Rental Assistance 16.Housing and Redevelopment Fund 17.Temporary Spending Plan Fund 2025/2026 AREAS OF FOCUS During the upcoming fiscal year, the HRA and its staff will continue to place emphasis on work that furthers the desired outcomes identified by the City’s Strategic Plan – specifically activities that aim to create a vibrant downtown, diversify the tax base, and maintain Richfield as an affordable place to live. Activities will include: •Exploring redevelopment opportunities in identified priority areas: Downtown, Penn Corridor, Cedar Corridor. •Furthering economic and redevelopment goals through the use of Temporary Spending Plan funds. •In conjunction with EDA staff, marketing development/redevelopment sites owned by the HRA along East 66th Street, the Cedar Corridor, Penn Avenue, and Interstate 494. •Serving approximately 300 Section 8 clients. •Prioritizing maintenance of Richfield’s housing stock through the Fix Up Fund Loan Program and planning for the potential loss of the Deferred Loan Program and exploring possible new initiatives. •Facilitating homeownership opportunities for first-time buyers with a focus on building wealth for historically marginalized populations. •Facilitating investment and diversification of the housing stock through the Richfield Rediscovered Program with a renewed focus on priority or demonstration housing types. •Implementing the priorities and “next steps” identified in the Housing Program Evaluation. •Addressing housing needs identified by the Comprehensive Plan and preparing to participate in drafting of the next Plan update. •Programming new Local Affordable Housing Aid (LAHA) money and Bring it Home funds. 4 Housing & Redevelopment Authority Commissioners July 28, 2025 P a ge | 3 Individual budgets for the programs and projects administered by the HRA are provided as part of the budget document. Each of these budgets provides a narrative including the program’s mission, administrative focus, highlights of 2025, and goals for 2026. A detailed accounting of actual revenues and expenditures for the past year (2024), as well as adopted and revised 2025 budgets are provided to compare with proposed 2026. OVERVIEW 2025 AND 2026 The HRA budget varies significantly from year-to-year for several reasons. To begin, funding to assist larger projects is made as those projects arise and is often made from fund balances rather than a particular year’s levy. Additionally, pass-through funding, such as large grants, can skew the budget significantly. The 2025 revised budgets for the Affordable Housing Trust Fund, Development Opportunities, and the Housing & Redevelopment Fund have changed significantly as opportunities have newly arisen, been delayed to 2026, or fallen away. The revised 2025 staff and fixed costs will increase by approximately 7.3% due to a significantly larger need to support Section 8 staffing costs. These General Fund Expenditures are expected to decrease for 2026 (decreasing $15,710 over 2025 Revised) as more Section 8 vouchers are used within City boundaries and administrative reimbursements from HUD rise. A proposed levy increase of 3.0% will allow the HRA to save for the ongoing costs of continued implementation of the Compensation and Classification study, the decertification of tax increment districts, and anticipated technology needs. The resolution to certify the 2026 budget and tax levy has been prepared based on the proposed budget. This resolution and a resolution revising the 2025 budget are in the last section of this document. Respectfully submitted, Melissa Poehlman, AICP Executive Director 5 THIS PAGE WAS LEFT BLANK INTENTIONALLY 6 SUMMARY OF 2025/2026 BUDGET COMPARATIVE ANALYSIS OF EXPENDITURES BY MAJOR OBJECTIVES - ALL FUNDS COMPARATIVE ANALYSIS OF EXPENDITURES - ALL FUNDS COMPARATIVE ANALYSIS OF REVENUES - ALL FUNDS 7 SUMMARY OF 2025/2026 BUDGET - ALL FUNDS Fund Balance Fund Balance Fund Balance FUNDS January 1, 2025 Revenues Expenditures December 31, 2025 Revenues Expenditures December 31, 2026 GENERAL 3,083,882$ 812,968$ 798,580$ 3,098,270$ 914,588$ 756,430$ 3,256,428$ SPECIAL REVENUE: Capital Improvement 946,894 40,000 - 986,894 40,000 - 1,026,894 New Home Program 296,786 160,000 161,500 295,286 20,000 21,500 293,786 Housing Rehabiliation Program 317,481 15,185 119,350 213,316 15,000 119,850 108,466 Section 8 Rental Assistance - HAP (26,563) 2,200,000 2,200,000 (26,563) 2,350,000 2,350,000 (26,563) Section 8 Rental Assistance - ADMIN 150,191 378,960 378,960 150,191 396,260 394,760 151,691 Affordable Housing Trust 835,204 1,320,000 1,811,000 344,204 620,000 701,000 263,204 Affordable Housing-Special Legis/LAHA 150,048 643,863 200,000 593,911 400,000 400,000 593,911 Bring it Home - - - - 235,920 235,920 - TOTAL SPECIAL REVENUE 2,670,041 4,758,008 4,870,810 2,557,239 4,077,180 4,223,030 2,411,389 CAPITAL PROJECTS: Development Opportunities 7,192,511 1,580,600 1,580,600 7,192,511 1,896,000 1,896,000 7,192,511 Lakes at Lyndale 52,983 17,250 17,250 52,983 17,250 17,250 52,983 Lyndale Garden Center (9,903) 4,600 4,600 (9,903) 4,600 4,600 (9,903) Cedar Point Commons (134,697) 3,000 1,000 (132,697) 3,000 1,000 (130,697) Cedar Corridor 737,566 2,500 2,500 737,566 1,000 1,000 737,566 Penn Corridor 89,265 - 800 88,465 - 10,800 77,665 Housing & Redevelopment Fund 4,299,079 640,420 561,000 4,378,499 267,390 205,000 4,440,889 Spending Plans 4,753,345 - 1,330,000 3,423,345 - 530,000 2,893,345 TOTAL CAPITAL PROJECTS 16,980,149 2,248,370 3,497,750 15,730,769 2,189,240 2,665,650 15,254,359 TOTAL - ALL FUNDS 22,734,072$ 7,819,346$ 9,167,140$ 21,386,278$ 7,181,008$ 7,645,110$ 20,922,176$ 8 COMPARATIVE ANALYSIS OF EXPENDITURES BY MAJOR OBJECTIVES - ALL FUNDS 2025 2026 2024 Budget Revised Budget General Fund Personal services 311,878$ 328,370$ 329,070$ 344,910$ Other services and charges 114,356 179,710 243,910 230,420 Total Current Expenditures 426,234 508,080 572,980 575,330 Capital outlay 155,000 173,500 Transfers 7,600 37,710 70,600 7,600 Total General Fund 433,834 545,790 798,580 756,430 Special Revenue Funds Personal services 240,307$ 292,110$ 253,020$ 293,500$ Other services and charges 2,325,422 3,826,345 4,297,790 3,769,530 Total Current Expenditures 2,565,729 4,118,455 4,550,810 4,063,030 Capital outlay 80,000 240,000 320,000 160,000 Transfers 29,507 - - - Total Special Revenue 2,675,236 4,358,455 4,870,810 4,223,030 Capital Projects Funds Personal services -$ -$ -$ -$ Other services and charges 42,867 99,200 419,550 146,650 Total Current Expenditures 42,867 99,200 419,550 146,650 Capital outlay 61,341 354,500 1,711,200 2,019,000 Transfers - 985,000 1,367,000 500,000 Total Capital Projects 104,208 1,438,700 3,497,750 2,665,650 TOTAL FOR ALL FUNDS Personal services 552,185 620,480 582,090 638,410 Other services and charges 2,482,645 4,105,255 4,961,250 4,146,600 Total Current Expenditures 3,034,830 4,725,735 5,543,340 4,785,010 Capital outlay 141,341 594,500 2,186,200 2,352,500 Transfers 37,107 1,022,710 1,437,600 507,600 Total for All Funds 3,213,278$ 6,342,945$ 9,167,140$ 7,645,110$ 9 COMPARATIVE ANALYSIS OF EXPENDITURES ALL FUNDS 2025 2026 FUNDS 2024 Budget Revised Budget GENERAL 433,834$ 545,790$ 798,580$ 756,430$ SPECIAL REVENUE Capital Improvement 29,507 - - - New Home 70,129 42,400 161,500 21,500 Housing Rehabilitation 49,234 71,850 119,350 119,850 Section 8 - Housing Assistance Program 1,893,118 2,200,000 2,200,000 2,350,000 Section 8 - Administration 353,098 379,210 378,960 394,760 Affordable Housing Trust 195,150 1,226,000 1,811,000 701,000 Local Affordable Housing Aid 85,000 260,000 200,000 400,000 Bring it Home - 178,995 235,920 Total Special Revenue 2,675,236 4,358,455 4,870,810 4,223,030 CAPITAL PROJECTS Development Opportunities 37,720 32,500 1,580,600 1,896,000 Lakes at Lyndale - 26,250 17,250 17,250 Lyndale Garden Center 156 4,600 4,600 4,600 Cedar Point Commons - 1,000 1,000 1,000 Cedar Corridor 2,791 1,000 2,500 1,000 Penn Corridor 1,200 32,350 800 10,800 Housing & Redevelopment Fund 62,341 356,000 561,000 205,000 Spending Plans - 985,000 1,330,000 530,000 Total Capital Projects 104,208 1,438,700 3,497,750 2,665,650 TOTAL - ALL FUNDS 3,213,278$ 6,342,945$ 9,167,140$ 7,645,110$ 10 COMPARATIVE ANALYSIS OF REVENUES - ALL FUNDS - 2025 REVISED Special Capital General Revenue Projects Total Taxes 720,610$ -$ -$ 720,610$ Intergovernmental Revenues - 3,268,323 1,468,200 4,736,523 Miscellaneous Revenues 92,358 126,685 112,000 331,043 Transfers - 1,363,000 668,170 2,031,170 Total 812,968$ 4,758,008$ 2,248,370$ 7,819,346$ COMPARATIVE ANALYSIS OF REVENUES - ALL FUNDS - 2026 Special Capital General Revenue Projects Total Taxes 742,230$ -$ -$ 742,230$ Intergovernmental Revenues - 3,212,760 1,850,000 5,062,760 Miscellaneous Revenues 172,358 364,420 35,000 571,778 Transfers - 500,000 304,240 804,240 Total 914,588$ 4,077,180$ 2,189,240$ 7,181,008$ COMPARATIVE ANALYSIS OF FUND BALANCE - GENERAL FUND 2025 2026 2024 Budget Revised Fund Balance, January 1 2,688,756$ 2,811,901$ 3,083,882$ 3,098,270$ Revenues 828,960 772,390 812,968 914,588 Total Available 3,517,716 3,584,291 3,896,850 4,012,858 Expenditures 433,834 545,790 798,580 756,430 Fund Balance, December 31 3,083,882$ 3,038,501$ 3,098,270$ 3,256,428$ 11 GENERAL FUND 12 THIS PAGE WAS LEFT BLANK INTENTIONALLY 13 BUDGET SUMMARY - GENERAL FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 2,688,756$ 2,811,901$ 3,083,882$ 3,098,270$ Revenues: Taxes: Current 688,925 720,610 720,610 742,230 Total Taxes 688,925 720,610 720,610 742,230 Miscellaneous Revenues: Other Miscellaneous Revenues 140,035 51,780 92,358 172,358 Total Miscellaneous Revenues 140,035 51,780 92,358 172,358 Total Revenues 828,960 772,390 812,968 914,588 Expenditures: Personal Services 311,878 328,370 329,070 344,910 Capital Outlay 155,000 173,500 Other Services and Charges 114,356 179,710 243,910 230,420 Total Expenditures 426,234 508,080 727,980 748,830 Excess (Deficiency) of Revenues Over Expenditures 402,726 264,310 84,988 165,758 Transfers From (To) Other Funds: New Home (2,400) Rehabilitation Program Section 8 Administration (27,710) (63,000) Lakes at Lyndale Lyndale Garden (4,600) (4,600) (4,600) (4,600) Cedar Point (3,000) (3,000) (3,000) (3,000) Net Transfers (7,600) (37,710) (70,600) (7,600) FUND BALANCE - DECEMBER 31 3,083,882$ 3,038,501$ 3,098,270$ 3,256,428$ 14 HOUSING AND REDEVELOPMENT ADMINISTRATION MISSION STATEMENT To assist in keeping the residential and commercial areas of the City vital, maintaining property values, and serving the diverse housing and economic needs of homeowners, renters, and the business community. ADMINISTRATIVE FOCUS To a significant degree, the growth, vitality, and competitive position of the community rests with programs initiated and administered by the Housing and Redevelopment Authority (HRA). The programs invest in both residential and commercial areas. The Housing and Redevelopment Division of Community Development has the following areas of focus: • Housing Assistance • Rental Housing Support • Housing Improvement and New Construction Programs • Redevelopment planning, administration, marketing, and project management. One of the five Strategic Priorities identified by the City Council for 2023-2027 is “Community Development.” Creating a vibrant downtown, diversifying the tax base, and maintaining Richfield as an affordable place to live are desired outcomes of the Strategic Plan, all relating to the work of the Richfield HRA. HIGHLIGHTS AND GOALS Highlights and goals are primarily provided for each individual project/program in the following pages. Work over the past year also included: • Managed several prospective and active redevelopment projects (e.g. 6501-6525 Penn Avenue; 101-66th Street; Aster Commons; former American Legion site). • Completed a comprehensive evaluation of housing programs for alignment with Council goals. • Began process to implement results of this program evaluation. • Programmed new Local Affordable Housing Assistance (LAHA) funds in alignment with said program evaluation and other HRA/City priorities, including a small amount of funds directed towards the EDA’s Kids@Home Program to increase the number of families served with rent assistance. • Identified replacement funding source(s) for programming historically funded by Federal Community Development Block Grant (CDBG) funding. 15 • Developed program and applied for State-funded rental assistance (Bring It Home Program) funds. • Administered 13 active Tax Increment Finance (TIF) Districts. Administration includes a variety of activities, including creation of the district, semi-annual payments, management of “pooled” funds, annual reporting to the Office of the State Auditor, and eventual decertification. • Continued to focus on onboarding and training of Finance staff as it relates to the specific needs of the HRA. In 2026, staff will continue to focus on many of these ongoing tasks and will add: • Begin administration of Bring It Home program. • Continue to implement the "next steps" of the Housing Program Evaluation, exploring new partnerships and potentially developing new programs utilizing LAHA funds, HRA levy, and fund balances. DIVISION EXPENDITURE COMMENT • The HRA Administration Division is primarily funded by the HRA Levy. • The HRA budget can fluctuate significantly based on opportunities. For example, the 2025R budget increases significantly to account for assistance provided to purchase and preserve three affordable apartment communities. Expenditures reflect pass- through grant funds and can also be significantly skewed by large awards. • Several grants were awarded to Richfield developments by the Metropolitan Council and are reflected in the Development Opportunities fund. • A significant transfer to support Section 8 administration has not been needed in many years; however, recent trends with fewer voucher-holders finding units within the City have led to a potential deficit in 2025 and therefore a 7.3% increase in the revised Administrative budget to cover the deficit. This trend shows signs of reversing and the 2026 budget anticipates a smaller transfer. The proposed Administrative budget decreases approximately 3% for 2026. 16 HRA AdministrationFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 HRA Administration - 90100BUSINESS UNIT: Taxes 4005 598,659 720,610 720,610 742,230Current$$$$ 4010 (1,699)- - - Delinquent 4025 91,965 - - - Fiscal Disparities 720,610 720,610 742,230688,925TaxesTotal$$$$ Miscellaneous Revenues 4607 117,644 40,000 80,000 80,000Investment Earnings $$$$ 4609 1,896 - - - Change in Fair Value 4620 1,400 1,000 - - Contibutions/Donations 4642 623 - - - Other Refund/Reimbursements 4644 18,272 10,780 12,358 12,358Other Miscellaneous Revenues 51,780 92,358 92,358139,835Miscellaneous Revenues Total $$$$ HRA Administration TOTAL 772,390 812,968 834,588828,760$$$$ 17 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 HRA AdministrationFUND: Community DevelopmentDEPARTMENT: HRA Administration - 90100BUSINESS UNIT: Personal Services 6051 311,878 328,370 329,070 344,910Interdepartmental Labor $$$$ 328,370 329,070 344,910311,878Personal Services Total $$$$ Other Services & Charges 6103 4,159 16,950 16,950 15,000Professional Services -General $$$$ 6201 11,070 11,400 11,400 11,860Rents & Leases 6202 75,721 55,830 55,830 57,980Data Processing Rental 6301 - 360 360 300Advertising & Publication 6302 734 800 450 450Communications 6303 1,288 3,690 3,790 3,910Professional Development 6305 1,642 1,620 1,620 1,670Subscriptions & Memberships 6307 5,538 25,060 25,060 23,000Insurance & Bonds 6401 1,487 1,830 1,830 1,800Office Supplies 6402 665 1,080 1,080 800Copy Charges 6403 182 400 400 250Postage 6409 121 500 400 400Uniforms & Clothing 6414 877 1,040 1,040 1,000Other Supplies 120,560 120,210 118,420103,484Other Services & Charges Total $$$$ Other Financing Uses 8511 7,600 37,710 70,600 7,600Operating Transfers Out $$$$ 37,710 70,600 7,6007,600Other Financing Uses Total $$$$ 486,640 519,880 470,930422,962HRA Administration TOTAL $$$$ 18 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Marketing/EventsFUND: Community DevelopmentDEPARTMENT: Marketing/Events - 90300BUSINESS UNIT: Other Services & Charges 6103 1,350 5,100 5,100 5,200Professional Services -General $$$$ 6301 4,328 1,200 1,200 1,300Advertising & Publication 6401 - 50 50 50Office Supplies 6402 11 250 250 250Copy Charges 6403 2,540 2,600 2,600 2,700Postage 6414 792 1,700 1,700 1,700Other Supplies 10,900 10,900 11,2009,021Other Services & Charges Total $$$$ 10,900 10,900 11,2009,021Marketing/Events TOTAL $$$$ 19 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Rental Housing SupportFUND: Community DevelopmentDEPARTMENT: Rental Housing Support - 90400BUSINESS UNIT: Other Services & Charges 6103 - 42,000 2,000 42,000Professional Services -General $$$$ 6301 - 200 200 200Advertising & Publication 6402 - 50 50 50Copy Charges 6414 - 250 250 250Other Supplies 6511 - - 55,000 - Rehab Loan Program 42,500 57,500 42,500- Other Services & Charges Total $$$$ 42,500 57,500 42,500- Rental Housing Support TOTAL $$$$ 20 Richfield Rediscovered/HFFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Richfield Rediscovered/HF - 90700BUSINESS UNIT: Miscellaneous Revenues 4644 - 88,000 - 80,000Other Miscellaneous Revenues $$$$ 88,000 - 80,000- Miscellaneous Revenues Total $$$$ Richfield Rediscovered/HF TOTAL 88,000 - 80,000- $$$$ 21 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Richfield Rediscovered/HFFUND: Community DevelopmentDEPARTMENT: Richfield Rediscovered/HF - 90700BUSINESS UNIT: Other Services & Charges 6103 261 3,500 3,500 3,500Professional Services -General $$$$ 6301 - 100 100 100Advertising & Publication 6310 - 1,700 - 3,000Taxes & Licenses 6315 1,593 450 1,700 1,700Other Contractual Services 6511 - - 50,000 50,000Rehab Loan Program 5,750 55,300 58,3001,854Other Services & Charges Total $$$$ Capital Outlay 7110 - - 155,000 155,000Land Purchases $$$$ 7310 - - - 18,500Site Improvements - 155,000 173,500- Capital Outlay Total $$$$ 5,750 210,300 231,8001,854Richfield Rediscovered/HF TOTAL $$$$ 22 THIS PAGE WAS LEFT BLANK INTENTIONALLY 23 SPECIAL REVENUE FUNDS 24 BUDGET SUMMARY - CAPTIAL IMPROVEMENT FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 920,998$ 941,998$ 946,894$ 986,894$ Revenues: Miscellaneous Revenues: Interest 55,403 40,000 40,000 40,000 Total Revenues 55,403 40,000 40,000 40,000 Expenditures: Other Services and Charges - - Total Expenditures - - - - Excess (Deficiency) of Revenues Over Expenditures 55,403 40,000 40,000 40,000 Transfers From (To) Other Funds: General Fund (29,507) - - - Special Revenue - - - - Net Transfers (29,507) - - - FUND BALANCE - DECEMBER 31 946,894$ 981,998$ 986,894$ 1,026,894$ 25 HRA CAPITAL IMPROVEMENT FUND MISSION STATEMENT To fund Housing and Redevelopment Authority (HRA) programs utilizing non-tax increment revenues such as land sale proceeds, interest earnings, and miscellaneous revenues. FUND FOCUS The primary assets of this fund were derived from the sale of land to developers in the early years of the Lyndale-Hub-Nicollet tax increment redevelopment project. Interest earnings from those revenues and miscellaneous income account for the balance. In an effort to maximize the use of limited funding sources, two accounts were established: the Capital Fund Trust and Capital Fund Revolving Account. The principal amount of the trust is invested. The annual interest earnings are available to provide funding to support HRA programs or acquisition/investment that could not be funded with pooled-increment. FUND EXPENDITURE COMMENT •Funding to programs is provided by “transfers out” when activity occurs. •No expenditures are planned for either 2025 or 2026. 26 Capital Improvement FundFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Capital Improvement Fund - 91001BUSINESS UNIT: Miscellaneous Revenues 4607 55,403 40,000 40,000 40,000Investment Earnings $$$$ 40,000 40,000 40,00055,403Miscellaneous Revenues Total $$$$ Capital Improvement Fund TOTAL 40,000 40,000 40,00055,403$$$$ 27 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Capital Improvement FundFUND: Community DevelopmentDEPARTMENT: Capital Improvement Fund - 91001BUSINESS UNIT: Other Financing Uses 8511 29,507 - - - Operating Transfers Out $$$$ - - - 29,507Other Financing Uses Total $$$$ - - - 29,507Capital Improvement Fund TOTAL $$$$ 28 BUDGET SUMMARY - NEW HOME PROGRAM FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 285,263$ 285,263$ 296,786$ 295,286$ Revenues: Intergovernmental CDBG Grants 70,000 40,000 160,000 20,000 Miscellaneous Loan Repayment - - - - Interest 11,652 - - - Total Revenues 81,652 40,000 160,000 20,000 Expenditures: Other Services and Charges 70,129 42,400 81,500 21,500 Capital Outlay - - 80,000 - Total Expenditures 70,129 42,400 161,500 21,500 Excess (Deficiency) of Revenues Over Expenditures 11,523 (2,400) (1,500) (1,500) Transfers From (To) Other Funds: Affordable Housing Trust Fund - - - - General Fund - 2,400 - - Net Transfers - 2,400 - - FUND BALANCE - DECEMBER 31 296,786$ 285,263$ 295,286$ 293,786$ 29 NEW HOME PROGRAM MISSION STATEMENT To encourage the development of homeownership opportunities for low- and moderate- income families, elderly and disabled persons. PROGRAM FOCUS The New Home Program was established in 1974 to eliminate deteriorated, substandard structures and to provide home ownership opportunities for low- to moderate-income households. In cooperation with non-profit partners, the Housing and Redevelopment Authority (HRA) contributes to the rehabilitation of existing homes or the construction of new homes to serve these households. Projects also aim to create long-term affordable housing through a community land trust, and/or to meet special housing needs. In 2018, a down payment assistance program was added to expand homeownership opportunities. 2025 HIGHLIGHTS • Funds are budgeted to cover legal expenses related to the servicing of New Home Program and First Time Homebuyer mortgages. • Community Development Block Grant (CDBG) funding provides down payment assistance to four to five first-time homebuyers. • CDBG funding provides funding for one affordable homeownership opportunity through the community land trust. 2026 PROGRAM GOALS • Funds are budgeted to cover legal expenses related to the servicing of New Home Program and First Time Homebuyer mortgages. • CDBG funding provides down payment assistance to one first-time homebuyer. PROGRAM EXPENDITURE COMMENT • Funding for New Home Program homeownership activities is provided by a variety of sources including CDBG and the Housing and Redevelopment Fund. These activities may also be funded out of other Funds, including Local Affordable Housing Aid (LAHA) and the Affordable Housing Trust Fund. 30 • The federal CDBG program is currently an uncertain source of funding. Acquisition/rehabilitation through the land trust model using CDBG is included in the budget for 2025 revised; however, additional funding is also designated in the LAHA budget for this activity in the event CDBG funds are not received. • These funding sources do not provide for administrative costs. Previously, administrative costs were covered by the HRA General Fund; however, beginning in 2025, these costs will be covered by the available fund balance. • Given current high housing values and the high cost of new construction, there is no money budgeted under New Home in 2025R and 2026 to purchase and demolish any substandard homes. The focus of homeownership affordability will be on acquisition/rehabilitation and downpayment assistance. • Beginning in federal fiscal year 2026, the City will no longer receive a direct allocation of CDBG. 31 New Home ProgramFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 New Home Program - 91010BUSINESS UNIT: Intergovernmental Revenues 4214 70,000 40,000 160,000 20,000CDBG Grants $$$$ 40,000 160,000 20,00070,000Intergovernmental Revenues Total $$$$ Miscellaneous Revenues 4607 11,463 - - - Investment Earnings $$$$ 4609 189 - - - Change in Fair Value - - - 11,652Miscellaneous Revenues Total $$$$ Other Financing Sources 8051 - 2,400 - - Operating Transfers In $$$$ 2,400 - - - Other Financing Sources Total $$$$ New Home Program TOTAL 42,400 160,000 20,00081,652$$$$ 32 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 New Home ProgramFUND: Community DevelopmentDEPARTMENT: New Home Program - 91010BUSINESS UNIT: Other Services & Charges 6103 - 2,000 1,500 1,500Professional Services -General $$$$ 6301 177 200 - - Advertising & Publication 6310 (48)- - - Taxes & Licenses 6315 - 200 - - Other Contractual Services 6511 70,000 40,000 80,000 20,000Rehab Loan Program 42,400 81,500 21,50070,129Other Services & Charges Total $$$$ Capital Outlay 7110 - - 80,000 - Land Purchases $$$$ - 80,000 - - Capital Outlay Total $$$$ 42,400 161,500 21,50070,129New Home Program TOTAL $$$$ 33 BUDGET SUMMARY - HOUSING REHABILITATION PROGRAM FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 335,684$ 264,164$ 317,481$ 213,316$ Revenues: Miscellaneous Revenues: Loan Repayments 15,000 10,000 15,000 15,000 Interest Earnings 15,983 - - - Other 48 660 185 - Total Revenues 31,031 10,660 15,185 15,000 Expenditures: Other Services and Charges 49,234 71,850 119,350 119,850 Total Expenditures 49,234 71,850 119,350 119,850 Excess (Deficiency) of Revenues Over Expenditures (18,203) (61,190) (104,165) (104,850) Transfers From (To) Other Funds: General Fund - - - - Net Transfers - - - - FUND BALANCE - DECEMBER 31 317,481$ 202,974$ 213,316$ 108,466$ 34 HOUSING REHABILITATION PROGRAMS MISSION STATEMENT To assist in improving and maintaining the City’s aging housing stock by providing financial and technical assistance to homeowners to make general home improvements and undertake expansions to accommodate their specific needs and desires. PROGRAM FOCUS The Richfield rehabilitation programs include the following: The Home Energy Squad Enhanced Program offers home visits at a reduced cost to educate homeowners on saving energy and making energy-saving improvements. Visits are offered free to low-income households. Virtual consultations are also available. The Architectural Consultation Program provides homeowners with a low-cost, two-hour consultation with an architect to discuss project design. The Center for Energy and Environment Remodeling Advisor provides free in- home visits with a Remodeling Advisor to offer homeowners assistance with project planning for home repair and remodeling projects. Fix-Up Fund reduced interest rate rehabilitation loans are offered to households earning up to 115% of the Area Median Income. Demand for this program varies as interest rates rise and fall. 2025 HIGHLIGHTS • Continued to offer the Home Energy Squad Enhanced program to Richfield residents at a reduced rate and providing it for free to income-qualified households. Budget allows for up to 100 visits. • Worked with the Center for Energy and Environment to offer remodeling advising visits. Budget allows for up to 50 visits in 2025. • Continued to offer architectural consultations to homeowners planning remodeling projects. $50 co-pay is charged to the homeowner for a two-hour, in- home visit. Budget allows for up to 50 visits in 2025. • There was continued strong demand in reduced interest rate Fix-Up loans, and funds were used up in May 2025. The Revised 2025 budget increases funds for the program, allowing for an additional 5-6 loans, subject to approval by Minnesota Housing. Changes were made to the program to adjust the amount of 35 interest-rate reduction to increase or decrease with Minnesota Housing’s interest rate. 2026 PROGRAM GOALS • To continue to promote use of the Home Energy Squad Enhanced Program, including the free cost to low-income homeowners. A modest increase in the budget will assist additional low-income homeowners with no-cost visits. (City Council Priority/Outcome 2c) • To continue assisting eligible homeowners in making repairs and improving their property, thus maintaining and improving the existing housing stock. (City Council Priority/Outcome 2b and c) • The budget for the reduced interest rate Fix-Up Fund is increased from $40,000 to $90,000, subject to approval from Minnesota Housing. The 2025 Housing Program Evaluation identified this program as an important one for leveraging significant investment in the City’s housing stock with a modest HRA contribution. • To utilize housing rehabilitation and remodeling programs as a means of achieving HRA and City Council objectives to maintain and improve the housing stock and increase housing diversity. (City Council Priority/Outcome 2b and c) PROGRAM EXPENDITURE COMMENT • Loan repayments can be used to fund housing rehabilitation programs. In recent years, repayments have exceeded expenses and cash reserves have increased. In 2025 and 2026, cash reserves will fund all of these programs. 36 Rehabilitation Loan ProgramFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Rehabilitation Loan Program - 91300BUSINESS UNIT: Miscellaneous Revenues 4607 15,725 - - - Investment Earnings $$$$ 4609 258 - - - Change in Fair Value 4644 48 660 185 - Other Miscellaneous Revenues 4648 15,000 10,000 15,000 15,000Loan Repayments 10,660 15,185 15,00031,031Miscellaneous Revenues Total $$$$ Rehabilitation Loan Program TOTAL 10,660 15,185 15,00031,031$$$$ 37 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Rehabilitation Loan ProgramFUND: Community DevelopmentDEPARTMENT: Rehabilitation Loan Program - 91300BUSINESS UNIT: Other Services & Charges 6103 21,436 31,750 29,250 29,750Professional Services -General $$$$ 6301 - 100 100 100Advertising & Publication 6511 27,798 40,000 90,000 90,000Rehab Loan Program 71,850 119,350 119,85049,234Other Services & Charges Total $$$$ 71,850 119,350 119,85049,234Rehabilitation Loan Program TOTAL $$$$ 38 BUDGET SUMMARY - SECTION 8 HOUSING ASSISTANCE PROGRAM FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 (39,597)$ (39,597)$ (26,563)$ (26,563)$ Revenues: Intergovernmental Revenues - Federal Housing Assistance Plan 1,904,076 2,200,000 2,200,000 2,350,000 Miscellaneous Revenues: Other 2,076 - - - Total Revenues 1,906,152 2,200,000 2,200,000 2,350,000 Expenditures: Other Services and Charges 1,893,118 2,200,000 2,200,000 2,350,000 Total Expenditures 1,893,118 2,200,000 2,200,000 2,350,000 Excess (Deficiency) of Revenues Over Expenditures 13,034 - - - FUND BALANCE - DECEMBER 31 (26,563)$ (39,597)$ (26,563)$ (26,563)$ 39 SECTION 8 PROGRAM MISSION STATEMENT To provide rent assistance to low-income households through the administration of the federally funded Section 8 Rent Assistance Program. PROGRAM FOCUS The purpose of the Housing Assistance Program is to provide rent assistance to low-income households through administration of the Federal Section 8 Rent Assistance Program funded by the Department of Housing and Urban Development (HUD). Staff takes applications, maintains a waiting list, and issues housing vouchers to eligible applicants. In addition to 195 - 200 vouchers utilized by the Housing and Redevelopment Authority (HRA), the program also administers services to approximately 55 - 75 “portable” clients. These are clients who have received their subsidy in other jurisdictions and have moved to use their certificate or voucher in Richfield. Biennial housing quality inspections are conducted by Section 8 staff to ensure minimum housing quality standards are maintained. Income adjustments and social service referrals are routinely made to ensure client needs are met. Though the program is not limited to Richfield residents, priority is given to those who live or work in Richfield. A portion of the program administrative costs are reimbursed by HUD, with the remainder being subsidized by the HRA, when needed. 2025 HIGHLIGHTS. • Managed waiting list of 100 families from 2022 waiting list. • Implemented new HOTMA and NSPIRE-V regulatory changes required by HUD. • Richfield’s Section 8 staff was recognized by HUD staff for their exceptional administration of the program. 2026 PROGRAM GOALS • Maintain a high percentage of Section 8 vouchers under lease. • Work to maintain HUD designation of “high performer.” • Continue to provide excellent customer service to clients and landlords. • Provide education and outreach to apartment owners and service providers about the program. 40 PROGRAM EXPENDITURE COMMENT • A significant transfer to support Section 8 administration has not been needed in many years; however, recent trends with fewer voucher-holders finding units within the City have led to a potential deficit in 2025. This trend shows signs of reversing and the 2026 budget anticipates a smaller transfer. 41 Richfield HAPFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Richfield HAP - 91500BUSINESS UNIT: Intergovernmental Revenues 4216 1,904,076 2,200,000 2,200,000 2,350,000ACC 1,2,3,5-HAP $$$$ 2,200,000 2,200,000 2,350,0001,904,076Intergovernmental Revenues Total $$$$ Miscellaneous Revenues 4607 1,837 - - - Investment Earnings $$$$ 4609 239Change in Fair Value - - - 2,076Miscellaneous Revenues Total $$$$ Richfield HAP TOTAL 2,200,000 2,200,000 2,350,0001,906,152$$$$ 42 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Richfield HAPFUND: Community DevelopmentDEPARTMENT: Richfield HAP - 91500BUSINESS UNIT: Other Services & Charges 6502 2,446,861 2,900,000 2,900,000 3,200,000HAP Payments $$$$ 6503 (553,743)(700,000)(700,000)(850,000)Portability HAP Credit 2,200,000 2,200,000 2,350,0001,893,118Other Services & Charges Total $$$$ 2,200,000 2,200,000 2,350,0001,893,118Richfield HAP TOTAL $$$$ 43 BUDGET SUMMARY - SECTION 8 ADMINISTRATION FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 184,904$ 184,904$ 150,191$ 150,191$ Revenues: Intergovernmental Revenues - Section 8 Administration Fee 241,320 270,000 264,460 342,760 Miscellaneous Revenues: Port In Administrative Fees 61,337 80,000 50,000 52,000 Interest Earnings 13,955 - - - Miscellaneous Revenues 1,773 1,500 1,500 1,500 Total Revenues 318,385 351,500 315,960 396,260 Expenditures: Personal Services 240,307 252,110 253,020 260,580 Other Services and Charges 112,791 127,100 125,940 134,180 Total Expenditures 353,098 379,210 378,960 394,760 Excess (Deficiency) of Revenues Over Expenditures (34,713) (27,710) (63,000) 1,500 Transfers From (To) Other Funds: General Fund - 27,710 63,000 - Net Transfers - 27,710 63,000 - FUND BALANCE - DECEMBER 31 150,191$ 184,904$ 150,191$ 151,691$ 44 SECTION 8 ADMINFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Section 8 Admin - 91501BUSINESS UNIT: Intergovernmental Revenues 4217 241,320 270,000 264,460 342,760Admin Fee $$$$ 270,000 264,460 342,760241,320Intergovernmental Revenues Total $$$$ Miscellaneous Revenues 4607 13,857 - - - Investment Earnings $$$$ 4609 98 - - - Change in Fair Value 4638 61,337 80,000 50,000 52,000Portability Administration 4644 1,773 1,500 1,500 1,500Other Miscellaneous Revenues 81,500 51,500 53,50077,065Miscellaneous Revenues Total $$$$ Other Financing Sources 8051 - 27,710 63,000 - Operating Transfers In $$$$ 27,710 63,000 - - Other Financing Sources Total $$$$ Section 8 Admin TOTAL 379,210 378,960 396,260318,385$$$$ 45 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 SECTION 8 ADMINFUND: Community DevelopmentDEPARTMENT: Section 8 Admin - 91501BUSINESS UNIT: Personal Services 6051 240,307 252,110 253,020 260,580Interdepartmental Labor $$$$ 252,110 253,020 260,580240,307Personal Services Total $$$$ Other Services & Charges 6103 13,492 15,000 15,000 15,500Professional Services -General $$$$ 6201 6,790 6,990 6,990 7,270Rents & Leases 6202 20,764 24,450 24,450 24,760Data Processing Rental 6301 92 500 500 500Advertising & Publication 6302 - 560 500 500Communications 6303 3,645 1,000 200 1,800Professional Development 6305 239 500 500 550Subscriptions & Memberships 6401 1,490 2,500 2,500 2,500Office Supplies 6402 1,990 1,900 1,900 2,100Copy Charges 6403 1,967 2,500 2,200 2,500Postage 6414 305 1,200 1,200 1,200Other Supplies 6501 62,017 70,000 70,000 75,000Portability Administrative Fee 127,100 125,940 134,180112,791Other Services & Charges Total $$$$ 379,210 378,960 394,760353,098Section 8 Admin TOTAL $$$$ 46 BUDGET SUMMARY - AFFORDABLE HOUSING TRUST FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 985,155$ 564,155$ 835,204$ 344,204$ Revenues: Intergovernmental Revenues - Grants Other - - - 100,000 Miscellaneous Revenues - Interest & other 45,199 - 20,000 20,000 Total Revenues 45,199 - 20,000 120,000 Expenditures: Other Services and Charges 115,150 986,000 1,571,000 541,000 Capital Outlay 80,000 240,000 240,000 160,000 Total Expenditures 195,150 1,226,000 1,811,000 701,000 Excess (Deficiency) of Revenues Over Expenditures (149,951) (1,226,000) (1,791,000) (581,000) Transfers From (To) Other Funds: General Fund - - - - Capital Reservel Fund - - - - Special Revenue Fund - 985,000 1,300,000 500,000 Net Transfers - 985,000 1,300,000 500,000 FUND BALANCE - DECEMBER 31 835,204$ 323,155$ 344,204$ 263,204$ 47 AFFORDABLE HOUSING TRUST FUND MISSION STATEMENT To fund the rehabilitation and preservation of existing affordable housing, promote the development of additional affordable housing, and assist individuals with rental and down payment assistance. FUND FOCUS The City created an Affordable Housing Trust Fund in 2020 to facilitate the creation and preservation of affordable housing in the community. The Trust Fund can provide loans and grants to housing developers to create new affordable rental and owner-occupied housing; for the rehabilitation and preservation of existing multi-family residential rental housing; and can offer rental and homeownership assistance to persons of very low, low, and moderate income. 2025 HIGHLIGHTS • Funding is provided for the West Hennepin Affordable Housing Land Trust (WHAHLT) to purchase and remodel up to three homes and sell them to homebuyers earning less than 80 percent of the Area Median Income. The land trust model provides 99 years of affordability. • A $1.57 million deferred loan will preserve and rehabilitate 236 rental units of Naturally Occurring Affordable Housing (NOAH). 2026 FUND GOALS • Provide funding for the purchase and rehabilitation of two to three homes by the WHAHLT. The homes will be sold to income-qualified homebuyers using the land trust model. (City Council Priority/Outcome 2c) • Provide up to $500,000 in financial assistance to Aster Commons, a 38-unit supportive housing development proposed for 6613-25 Portland Avenue, in the form of a development grant. (City Council Priority/Outcome 2b and c, and 3c) • Provide up to two down payment assistance loans utilizing matching funds from the State Affordable Housing Trust Fund grant. FUND EXPENDITURE COMMENT • The budget for the Affordable Housing Trust Fund must also be approved by the City Council. 48 • The City was awarded a $150,000 matching grant from Minnesota Housing in 2025 to fund down payment assistance and acquisition/rehabilitation through the community land trust. Expenditure of the three-year grant and its required local match is expected to occur in 2026 and 2027. • At the end of 2022, $750,000 in pooled tax increment was transferred to the Trust Fund. Because the State Auditor does not allow co-mingling of tax increment with other funds, separate codes are established for these funds; however all funds are shown in one worksheet for simplicity. Allowable uses of the special legislation funds are more restrictive (e.g., no down payment or rental assistance), as defined by special legislation approved by the State Legislature in 2021. • In order to fund a deferred loan awarded for preservation of NOAH rental units, $1,300,000 will be transferred from the Temporary Spending Plan funds to the Special Legislation Funds (the remaining $270,000 committed to the preservation is currently available in the Trust Fund). In 2026, an additional $500,000 will be transferred to fund a grant for the Aster Commons development. 49 AFFORDABLE HOUSING TRUSTFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Affordable Housing Trust - 91530BUSINESS UNIT: Intergovernmental Revenues 4244 100,000Grants Other $$$$ 100,000Intergovernmental Revenues Total $$$$ Miscellaneous Revenues 4607 44,359 - 20,000 20,000Investment Earnings $$$$ 4609 820 - - - Change in Fair Value 4622 20 - - - Contributions & Donations - 20,000 20,00045,199Miscellaneous Revenues Total $$$$ Other Financing Sources 8051 - 985,000 1,300,000 500,000Operating Transfers In $$$$ 985,000 1,300,000 500,000- Other Financing Sources Total $$$$ Affordable Housing Trust TOTAL 985,000 1,320,000 620,00045,199$$$$ 50 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 AFFORDABLE HOUSING TRUSTFUND: Community DevelopmentDEPARTMENT: Affordable Housing Trust - 91530BUSINESS UNIT: Other Services & Charges 6103 150 1,000 1,000 1,000Professional Services -General $$$$ 6511 115,000 985,000 1,570,000 540,000Rehab Loan Program 986,000 1,571,000 541,000115,150Other Services & Charges Total $$$$ Capital Outlay 7110 80,000 240,000 240,000 160,000Land Purchases $$$$ 240,000 240,000 160,00080,000Capital Outlay Total $$$$ 1,226,000 1,811,000 701,000195,150Affordable Housing Trust TOTAL $$$$ 51 BUDGET SUMMARY - LOCAL AFFORDABLE HOUSING AID 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 -$ 133,600$ 150,048$ 593,911$ Revenues: Intergovernmental Grant 233,603 400,000 643,863 400,000 Interest 1,445 Total Revenues 235,048 400,000 643,863 400,000 Expenditures: Other Services and Charges 85,000 260,000 200,000 400,000 Total Expenditures 85,000 260,000 200,000 400,000 Excess (Deficiency) of Revenues Over Expenditures 150,048 140,000 443,863 - Transfers From (To) Other Funds: General Fund - - Net Transfers - - - - FUND BALANCE - DECEMBER 31 150,048$ 273,600$ 593,911$ 593,911$ 52 LOCAL AFFORDABLE HOUSING AID MISSION STATEMENT Local Affordable Housing Aid (LAHA) provides funding to the City to help preserve and create affordable housing. FUND FOCUS The State provides LAHA funding, collected through a dedicated metro-wide sales tax, to communities to preserve and create affordable housing. Eligible activities include construction and rehabilitation, rental assistance, downpayment assistance, and other affordable housing activities authorized by the Legislature. 2025 HIGHLIGHTS • Ten to eleven downpayment assistance loans are provided through the First-time Homebuyer program supporting homeownership opportunities for income- qualified buyers. 2026 FUND GOALS • Ten to eleven down payment assistance loans will be provided through the First- time Homebuyer program supporting homeownership opportunities for income- qualified buyers. • Two to three families will receive rental assistance through the Economic Development Authority’s (EDA) Kids@Home Program, allowing for an expansion of the Program. Funds are supplementing, not replacing existing EDA funding. • Funding set aside for new initiatives will allow for the development of a new program or programs designed to meet the needs and goals prioritized in the 2025 evaluation of HRA housing programs. • In anticipation of the potential loss of federal Community Development Block Grant (CDBG) funding, LAHA funds are budgeted to replace those funds, if needed. FUND EXPENDITURE COMMENT • Local Affordable Housing Aid is paid in two equal installments in the year based on the amount of sales tax available as of June 1 of that year. The first half is paid on July 20 and the second half on December 26. First half payment amounts have been released and the City will receive significantly more than previously estimated - $644,000 vs. $400,000. 53 • The amount of available funding will vary depending on the amount of sales tax collected and the number of cost-burdened households in the City. For 2026, we will continue to estimate conservatively as we wait to determine trends. • Funds must be spent within three years. Funds may not be used for administrative expenses. 54 LAHA - Local Affordable Housing AidFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 LAHA - Local Affordable Housing Aid - 95100BUSINESS UNIT: Miscellaneous Revenues 4234 233,603 400,000 643,863 400,000Low Income Housing Aid (LAHA)$$$$ 4607 1,445 - - - Investment Earnings 400,000 643,863 400,000235,048Miscellaneous Revenues Total $$$$ LAHA - Local Affordable Housing Aid TOTAL 400,000 643,863 400,000235,048$$$$ 55 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 LAHA - Local Affordable Housing AidFUND: Community DevelopmentDEPARTMENT: LAHA - Local Affordable Housing Aid - 95100BUSINESS UNIT: Other Services & Charges 6504 - - - 15,000Kids@Home Payments $$$$ 6511 85,000 260,000 200,000 385,000Rehab Loan Program 260,000 200,000 400,00085,000Other Services & Charges Total $$$$ 260,000 200,000 400,00085,000LAHA - Local Affordable Housing Aid TOTAL $$$$ 56 BUDGET SUMMARY - BRING IT HOME 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 -$ -$ -$ Revenues: Miscellaneous Revenues: Loan Repayments Interest Earnings - - - Other - 474,000 235,920 Total Revenues - 474,000 - 235,920 Expenditures: Personal Services - 40,000 - 32,920 Other Services and Charges 138,995 203,000 Total Expenditures - 178,995 - 235,920 Excess (Deficiency) of Revenues Over Expenditures - 295,005 - - Transfers From (To) Other Funds: General Fund - - Net Transfers - - - - FUND BALANCE - DECEMBER 31 -$ 295,005$ -$ -$ 57 Bring It HomeFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Bring It Home - 95150BUSINESS UNIT: Intergovernmental Revenues 4244 - 474,000 - 235,920Grants Other $$$$ 474,000 - 235,920- Intergovernmental Revenues Total $$$$ Bring It Home TOTAL 474,000 - 235,920- $$$$ 58 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Bring It HomeFUND: Community DevelopmentDEPARTMENT: Bring It Home - 95150BUSINESS UNIT: Personal Services 6051 - 40,000 - 32,920Interdepartmental Labor $$$$ 40,000 - 32,920- Personal Services Total $$$$ Other Services & Charges 6103 - 2,000 - 1,500Professional Services -General $$$$ 6205 - 5,000 - 8,000Maintenance & Repairs 6301 - 750 - 750Advertising & Publication 6302 - 750 - 750Communications 6401 - 1,000 - 1,000Office Supplies 6402 - 500 - 500Copy Charges 6403 - 320 - 500Postage 6414 - 675 - 1,000Other Supplies 6502 - 128,000 - 189,000HAP Payments 138,995 - 203,000- Other Services & Charges Total $$$$ 178,995 - 235,920- Bring It Home TOTAL $$$$ 59 THIS PAGE WAS LEFT BLANK INTENTIONALLY 60 CAPITAL PROJECTS FUNDS 61 BUDGET SUMMARY - TEMPORARY SPENDING PLAN 2024 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 4,551,141$ -$ 4,753,345$ 3,423,345$ Revenues: Miscellaneous Revenues- Investment Earnings 202,204 - - - Other Revenues Total Revenues 202,204 - - - Expenditures: Other Services and Charges - - 30,000 30,000 Capital Outlay Total Expenditures - - 30,000 30,000 Excess (Deficiency) of Revenues Over Expenditures 202,204 - (30,000) (30,000) Transfers From (To) Other Funds: To Special Leg. Affordable Housing Trust Fund (985,000) (1,300,000) (500,000) Net Transfers - (985,000) (1,300,000) (500,000) FUND BALANCE - DECEMBER 31 4,753,345$ (985,000)$ 3,423,345$ 2,893,345$ 2025 62 TEMPORARY SPENDING PLAN MISSION STATEMENT In 2022, the City and Housing and Redevelopment Authority (HRA) adopted a temporary spending plan and authorized the use of unobligated tax increment from existing tax increment financing districts to assist new development or substantial rehabilitation in order to create or retain jobs. FUND FOCUS In 2021, to counter negative impacts caused by the COVID-19 pandemic, the Minnesota Legislature provided temporary authority to cities to use unobligated tax increment to help stimulate private development that would not occur without assistance before December 31, 2025. In 2025, the Legislature authorized an extension of one year to December 31, 2026. The City/HRA may provide loans, interest rate subsidies, or assistance in any form to private development, as long as it consists of new construction or substantial rehabilitation of buildings and if doing so will create or retain jobs in the State, including construction jobs. The approved Spending Plan authorized the transfer of unobligated tax increment to be used on projects meeting the intent of the temporary legislation. Projects must begin construction before December 31, 2026. Preference for financial assistance will be based on goals identified by the Comprehensive Plan and the priorities identified in the City’s Strategic Plan. 2025 – 2026 FUND GOALS • $750,000 had been committed to assist in the construction of a food hall and taphouse on the vacant lot directly north of Lakewinds Co-op; however, this proposal has been withdrawn. • In 2025, the HRA authorized the transfer of $1,300,000 from the Temporary Spending Plan Fund to the City’s Special Legislation Affordable Housing Trust Fund to assist in the purchase of three naturally occurring affordable housing communities by a preservation-buyer. • In 2026, an additional $500,000 will be transferred to the Trust Fund to assist the Aster Commons affordable housing development. • Explore opportunities to help stimulate private development. High interest rates have compounded economic challenges; however, staff continues to meet regularly with prospective developers and business owners. (City Council Priority/Outcome 2a and b) 63 FUND EXPENDITURE COMMENT • Three separate funds were established under the Temporary Spending legislation and funds were designated from three tax increment districts, including Interchange West, Urban Village, and City Bella. Any funds not used before December 31, 2026, must be returned to their respective tax increment districts. • $4.4 million in pooled tax increment was transferred to Temporary Spending Plan Fund. Temporary Legislation Budget: 2025R 2026 Proposed $30,000 Support duplex construction at 6326 14th Ave $30,000 Support duplex construction at 6600 Newton By end of year, transfer unspent funds to Special Leg. AHTF $1,300,000 Transfer out to Special Leg. AHTF for NOAH preservation $500,000 Transfer out to Special Legis. AHTF for Aster Commons 64 BUDGET SUMMARY - DEVELOPMENT OPPORTUNITIES 2024 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 3,368,081$ 7,588,081$ 7,192,511$ 7,192,511$ Revenues: Intergovernmental Local Grant (401,777) - 1,468,200 1,850,000 Contributions & Donations 4,220,000 - - - Miscellaneous Revenues- Investment Earnings 15,620 - - - Other Revenues - - 67,000 - Total Revenues 3,833,843 - 1,535,200 1,850,000 Expenditures: Other Services and Charges 37,720 32,500 327,400 46,000 Capital Outlay - 1,186,200 1,850,000 Total Expenditures 37,720 32,500 1,513,600 1,896,000 Excess (Deficiency) of Revenues Over Expenditures 3,796,123 (32,500) 21,600 (46,000) Transfers From (To) Other Funds: Development TIF Funds (Sp Revenue Fund)(67,000) Development TIF Funds (Capital Fund)28,307 32,500 45,400 46,000 Net Transfers 28,307 32,500 (21,600) 46,000 FUND BALANCE - DECEMBER 31 7,192,511$ 7,588,081$ 7,192,511$ 7,192,511$ 2025 65 DEVELOPMENT OPPORTUNITIES FUND MISSION STATEMENT Support emerging redevelopment efforts in areas not currently located within Tax Increment Financing (TIF) districts using appropriate revenue. PROGRAM FOCUS The purpose of this program is to identify and facilitate significant, large-scale redevelopment opportunities and/or to respond to purchase opportunities of smaller, blighted commercial sites which are located within the Richfield Redevelopment Project area, but outside of any established TIF district. Interchange West, Lyndale Gateway, Lakes at Lyndale, City Bella and Cedar Point were all concepts originally programmed through the Development Opportunities Fund before becoming independent projects. 2025 HIGHLIGHTS • Held regular meetings with area developers to present a map of “Redevelopment Opportunity Sites” in Richfield and responded to development interests in various scattered sites. • Sold remnant land at 66th Street and Richfield Parkway to adjacent commercial property owner. • Received Tax Base Revitalization Account (TBRA) grants from the Metropolitan Council to conduct environmental testing on the Legion site and environmental remediation at 6501-25 Penn Avenue (Penn Station). • Provided financial assistance to the Penn Station development through two grants awarded to the development by the Metropolitan Council - Livable Communities Demonstration Account (LCDA) Pre-development and LHIA. 2026 PROGRAM GOALS • Provide support to redevelopment projects as opportunities arise. (City Council Priority/Outcome 2b) • Support approved projects until TIF resources are received. • Provide financial support to the Aster Commons development with grants awarded by the Metropolitan Council through LCDA and LHIA, if the development receives a tax credit award in 2025. 66 PROGRAM EXPENDITURE COMMENT • The Development Fund supports the acquisition of commercial properties. Qualified costs for substandard properties are funded by the Housing and Redevelopment Fund (HRF) and the Development Fund covers the costs that cannot be covered by the HRF, including property maintenance and facilitating the development and re-sale of the properties. • As mentioned previously, HRA budgets can vary significantly from year-to-year for a number of reasons. In this case, the significant increase in spending in 2025R reflects pass-through funding from a number of grants, rather than a significant increase in spending. 67 Development OpportunitiesFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Development Opportunities - 92001BUSINESS UNIT: Intergovernmental Revenues 4290 (401,777)- 1,468,200 1,850,000Other Local Grants $$$$ - 1,468,200 1,850,000(401,777)Intergovernmental Revenues Total $$$$ Miscellaneous Revenues 4607 14,988 - - - Investment Earnings $$$$ 4609 632 - - - Change in Fair Value 4622 4,220,000 - - - Contributions & Donations 4647 - - 67,000 - Sale Proceeds - 67,000 - 4,235,620Miscellaneous Revenues Total $$$$ Other Financing Sources 8051 28,307 32,500 45,400 46,000Operating Transfers In $$$$ 32,500 45,400 46,00028,307Other Financing Sources Total $$$$ Development Opportunities TOTAL 32,500 1,580,600 1,896,0003,862,150$$$$ 68 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Development OpportunitiesFUND: Community DevelopmentDEPARTMENT: Development Opportunities - 92001BUSINESS UNIT: Other Services & Charges 6103 637 21,000 156,000 23,000Professional Services -General $$$$ 6205 15,041 - - 3,000Maintenance & Repairs 6310 4,339 3,000 4,400 5,000Taxes & Licenses 6315 17,703 8,500 20,000 15,000Other Contractual Services 6511 - - 147,000 - Rehab Loan Program 32,500 327,400 46,00037,720Other Services & Charges Total $$$$ Capital Outlay 7230 - - 850,000 1,850,000Building Improvements $$$$ 7310 - - 336,200 - Site Improvements - 1,186,200 1,850,000- Capital Outlay Total $$$$ Other Financing Uses 8511 - - 67,000 - Operating Transfers Out $$$$ - 67,000 - - Other Financing Uses Total $$$$ 32,500 1,580,600 1,896,00037,720Development Opportunities TOTAL $$$$ 69 BUDGET SUMMARY - LAKES AT LYNDALE 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 28,094$ 43,094$ 52,983$ 52,983$ Revenues: Miscellaneous Revenues: Interest 24,889 - - - Total Revenues 24,889 - - - Expenditures: Other Services and Charges - 3,250 3,250 3,250 Capital Outlay - 23,000 14,000 14,000 Total Expenditures - 26,250 17,250 17,250 Excess (Deficiency) of Revenues Over Expenditures 24,889 (26,250) (17,250) (17,250) Transfers From (To) Other Funds: Special Revenue Fund - - - - Development TIF Funds (Capital Fund)- 26,250 17,250 17,250 Net Transfers - 26,250 17,250 17,250 FUND BALANCE - DECEMBER 31 52,983$ 43,094$ 52,983$ 52,983$ 70 THE LAKES AT LYNDALE/DOWNTOWN MISSION STATEMENT The Lakes at Lyndale area has long been considered the City’s downtown and has been successfully redeveloping over the past 25 years as part of a long-range master plan for the area. The area is centered at 66th Street and Lyndale Avenue, radiating west to I-35W and north to Highway 62/Crosstown. The Lakes at Lyndale master plan goal is to make this area Richfield’s thriving urban center, providing more housing opportunities, upgrading business properties and offering connections to a fuller enjoyment of both Wood Lake Nature Center and Richfield Lake, as well as the area’s many amenities. As the City continues to focus on Downtown, and reconsider the actual boundaries of that area, we will also consider how to express that in budget and financial documents. PROGRAM FOCUS The long-range master plan focuses redevelopment based on seven themes: • Nature: The lakes are a natural centerpiece to an urban downtown. • Housing: More choices and new locations for living. • People: Connecting pathways for walking. • Transit: Bringing efficient transit service closer to residents. • Identity: Distinctive look, visual appeal and connection. • Gateways: Attractive front doors to the community. • Business: Opportunities for investment and creating value. 2025 HIGHLIGHTS • Undertake branding initiative to guide future (2026) small area plan for Downtown. 2026 PROGRAM GOALS • Continued implementation of area way-finding signage program, incorporating new branding guidelines. • Continue to pursue additional redevelopment opportunities in the area. • Work with Engineering to continue to explore opportunities to increase pedestrian safety at 64th Street crossing of Lyndale Avenue. 71 PROGRAM EXPENDITURE COMMENT • The Lakes at Lyndale Master Plan and expenses incurred in the ongoing general planning for redevelopment of the downtown represents one fund. • Approximately $35,000 is budgeted for installation of way-finding signage, benches, trash containers and other amenities in the Lakes at Lyndale area. This expenditure has been split between 2025 and 2026. • As development projects occur, a separate fund is established for each project. • Reimbursements of development related expenses incurred by the HRA come from the developer once a Contract for Redevelopment is in place. 72 Lakes at LyndaleFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Lakes at Lyndale - 92900BUSINESS UNIT: Miscellaneous Revenues 4607 22,275 - - - Investment Earnings $$$$ 4609 2,614Change in Fair Value - - - 24,889Miscellaneous Revenues Total $$$$ Other Financing Sources 8051 - 26,250 17,250 17,250Operating Transfers In $$$$ 26,250 17,250 17,250- Other Financing Sources Total $$$$ Lakes at Lyndale TOTAL 26,250 17,250 17,25024,889$$$$ 73 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Lakes at LyndaleFUND: Community DevelopmentDEPARTMENT: Lakes at Lyndale - 92900BUSINESS UNIT: Other Services & Charges 6103 - 3,250 3,250 3,250Professional Services -General $$$$ 3,250 3,250 3,250- Other Services & Charges Total $$$$ Capital Outlay 7330 - 23,000 14,000 14,000Streets & Sidewalks $$$$ 23,000 14,000 14,000- Capital Outlay Total $$$$ 26,250 17,250 17,250- Lakes at Lyndale TOTAL $$$$ 74 BUDGET SUMMARY - LYNDALE GARDEN CENTER 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 (14,347)$ (14,347)$ (9,903)$ (9,903)$ Expenditures: Other Services and Charges 156 4,600 4,600 4,600 Total Expenditures 156 4,600 4,600 4,600 Transfers From (To) Other Funds: General Fund 4,600 4,600 4,600 4,600 Net Transfers 4,600 4,600 4,600 4,600 FUND BALANCE - DECEMBER 31 (9,903)$ (14,347)$ (9,903)$ (9,903)$ 75 Lyndale Garden CenterFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Lyndale Garden Center - 93300BUSINESS UNIT: Other Financing Sources 8051 4,600 4,600 4,600 4,600Operating Transfers In $$$$ 4,600 4,600 4,6004,600Other Financing Sources Total $$$$ Lyndale Garden Center TOTAL 4,600 4,600 4,6004,600$$$$ 76 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Lyndale Garden CenterFUND: Community DevelopmentDEPARTMENT: Lyndale Garden Center - 93300BUSINESS UNIT: Other Services & Charges 6103 156 4,600 4,600 4,600Professional Services -General $$$$ 4,600 4,600 4,600156Other Services & Charges Total $$$$ 4,600 4,600 4,600156Lyndale Garden Center TOTAL $$$$ 77 BUDGET SUMMARY - CEDAR POINT COMMONS 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 (137,697)$ (135,697)$ (134,697)$ (132,697)$ Expenditures: Other Services and Charges - 1,000 1,000 1,000 Total Expenditures - 1,000 1,000 1,000 Transfers From (To) Other Funds: Capital Project - - - - General Fund 3,000 3,000 3,000 3,000 Net Transfers 3,000 3,000 3,000 3,000 FUND BALANCE - DECEMBER 31 (134,697)$ (133,697)$ (132,697)$ (130,697)$ 78 CEDAR POINT COMMONS PROGRAM FOCUS The purpose of this program was to promote and facilitate the redevelopment of the Cedar Point Commons area and to administer the tax abatement and other public support needed for the redevelopment. PROGRAM EXPENDITURE COMMENT With the tax abatement district now closed (2022), the activity in this fund represents only the repayment of expenses incurred during the life of the district and minor budgeted funds for possible legal expenses. 79 Cedar Point Redevelopment AreaFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Cedar Point Redevelopment Area - 93600BUSINESS UNIT: Other Financing Sources 8051 3,000 3,000 3,000 3,000Operating Transfers In $$$$ 3,000 3,000 3,0003,000Other Financing Sources Total $$$$ Cedar Point Redevelopment Area TOTAL 3,000 3,000 3,0003,000$$$$ 80 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Cedar Point Redevelopment AreaFUND: Community DevelopmentDEPARTMENT: Cedar Point Redevelopment Area - 93600BUSINESS UNIT: Other Services & Charges 6103 - 1,000 1,000 1,000Professional Services -General $$$$ 1,000 1,000 1,000- Other Services & Charges Total $$$$ 1,000 1,000 1,000- Cedar Point Redevelopment Area TOTAL $$$$ 81 BUDGET SUMMARY - CEDAR CORRIDOR 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 710,088$ 721,788$ 737,566$ 737,566$ Revenues: Intergovernmental - - - - Local Grant - Miscellaneous Revenues: Interest 30,269 - - - Other - - - Total Revenues 30,269 - - - Expenditures: Other Services and Charges 2,791 1,000 2,500 1,000 Capital Outlay - - - - Total Expenditures 2,791 1,000 2,500 1,000 Excess (Deficiency) of Revenues Over Expenditures 27,478 (1,000) (2,500) (1,000) Transfers From (To) Other Funds: Development TIF Funds - 1,000 2,500 1,000 General Fund - - - - Net Transfers - 1,000 2,500 1,000 FUND BALANCE - DECEMBER 31 737,566$ 721,788$ 737,566$ 737,566$ 82 CEDAR CORRIDOR MISSION STATEMENT Promote and support redevelopment efforts in the Cedar Corridor in conformance with the Cedar Corridor Redevelopment Master Plan. PROGRAM FOCUS The purpose of this program is to promote the redevelopment of the affected blocks in the 87 db area that are impacted by aircraft noise from the runway. PROGRAM GOALS • Administer Tax Increment Financing (TIF) and other financial and administrative needs associated with the redevelopment project. • Reassess the feasibility and location of further redevelopment of the Cedar Corridor area and Richfield Parkway routing. • More proactively market Housing and Redevelopment Authority (HRA) owned properties at 7200 Cedar and 1600 and 1710 E 78th Street to correspond to the construction of the 77th Street tunnel. • Pursue grant funding as appropriate and available to facilitate redevelopment and implement project components. PROGRAM EXPENDITURE COMMENT • The majority of the initial costs were funded through an interfund loan from the HRA General Fund, which will eventually be reimbursed from TIF funds generated by the RF64 townhomes. • 2025R and 2026 Budgets continue funding at a minimal baseline. Reassessment of the Cedar Corridor area is not in the current workplan, but could potentially occur alongside the Comprehensive Plan budget. 83 CEDAR CORRIDOR TIFFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 CEDAR CORRIDOR - 93650BUSINESS UNIT: Miscellaneous Revenues 4607 30,244 - - - Investment Earnings $$$$ 4609 25 - - - Change in Fair Value - - - 30,269Miscellaneous Revenues Total $$$$ Other Financing Sources 8051 - 1,000 2,500 1,000Operating Transfers In $$$$ 1,000 2,500 1,000- Other Financing Sources Total $$$$ CEDAR CORRIDOR TOTAL 1,000 2,500 1,00030,269$$$$ 84 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 CEDAR CORRIDOR TIFFUND: Community DevelopmentDEPARTMENT: CEDAR CORRIDOR - 93650BUSINESS UNIT: Other Services & Charges 6103 2,791 1,000 2,500 1,000Professional Services -General $$$$ 1,000 2,500 1,0002,791Other Services & Charges Total $$$$ 1,000 2,500 1,0002,791CEDAR CORRIDOR TOTAL $$$$ 85 BUDGET SUMMARY- PENN CORRIDOR 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 89,265$ 89,265$ 89,265$ 88,465$ Revenues: Intergovernmental Local Grants - - - - Interest - - - - Total Revenues - - - - Expenditures: Other Services and Charges 1,200 6,850 800 10,800 Capital Outlay - 25,500 - - Total Expenditures 1,200 32,350 800 10,800 Excess (Deficiency) of Revenues Over Expenditures (1,200) (32,350) (800) (10,800) Transfers From (To) Other Funds: General Fund - - - Development TIF Funds (Capital)1,200 32,350 - - Net Transfers 1,200 32,350 - - FUND BALANCE - DECEMBER 31 89,265$ 89,265$ 88,465$ 77,665$ 86 PENN CORRIDOR PROGRAM MISSION STATEMENT To guide, encourage, and facilitate the revitalization and redevelopment of Penn Avenue between Highway 62 and 67th Street. PROGRAM FOCUS The purpose of this program is to foster the redevelopment of and reinvestment in the Penn Corridor to strengthen the economic vitality of the corridor, support local businesses, and to further the vision of the Penn Avenue Mainstreet Revitalization. 2025 HIGHLIGHTS • Continued to pursue redevelopment opportunities with developers interested in projects in the Penn Avenue Corridor. • Completed purchase of 6525 Penn Avenue and subsequent sale of 6501-6525 Penn Avenue to JO Companies for development of housing. 2026 PROGRAM GOALS • Continue to guide, encourage, and facilitate redevelopment and reinvestment within the Corridor as opportunities arise and as practicable. (City Council Priority/Outcome 2b) • Consider strategic acquisitions along the Corridor as opportunities become available. • Monitor revitalization and redevelopment efforts to ensure conformance with the Master Plan and Design Guidelines, as well as compliance with City Codes. • Continue to seek outside funding sources to assist with revitalization and redevelopment of the corridor. EXPENDITURE COMMENT • Funding related to the JO Companies development provided by the Housing and Redevelopment Fund (TIF-eligible expenses). 87 Penn CorridorFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Penn Corridor - 93750BUSINESS UNIT: Other Financing Sources 8051 1,200 32,350 - - Operating Transfers In $$$$ 32,350 - - 1,200Other Financing Sources Total $$$$ Penn Corridor TOTAL 32,350 - - 1,200$$$$ 88 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Penn CorridorFUND: Community DevelopmentDEPARTMENT: Penn Corridor - 93750BUSINESS UNIT: Other Services & Charges 6103 - 6,000 - 10,000Professional Services -General $$$$ 6315 1,200 850 800 800Other Contractual Services 6,850 800 10,8001,200Other Services & Charges Total $$$$ Capital Outlay 7230 - 25,500 - - Building Improvements $$$$ 25,500 - - - Capital Outlay Total $$$$ 32,350 800 10,8001,200Penn Corridor TOTAL $$$$ 89 BUDGET SUMMARY - HOUSING & REDEVELOPMENT FUND 2024 2025 2026 AVAILABLE FOR APPROPRIATION Actual Budget Revised Budget FUND BALANCE - JANUARY 1 3,056,947$ 3,282,042$ 4,299,079$ 4,378,499$ Revenues: Miscellaneous Revenues: Interest 83,112 30,000 30,000 20,000 Sale of Property - - - - Loan Repayment Revenue 30,000 15,000 15,000 15,000 Total Revenues 113,112 45,000 45,000 35,000 Expenditures: Other Services and Charges 1,000 50,000 50,000 50,000 Capital Outlay 61,341 306,000 511,000 155,000 Total Expenditures 62,341 356,000 561,000 205,000 Excess (Deficiency) of Revenues Over Expenditures 50,771 (311,000) (516,000) (170,000) Transfers From (To) Other Funds: Interchange West - 98070 811,675 213,330 213,330 - Urban Village - 98120 151,207 149,700 149,700 - City Bella - 98150 103,905 101,370 101,370 101,370 Lyndale Gardens - 98130 46,774 53,160 53,160 53,160 TIF 2014-1 - 98165 28,472 28,530 28,530 28,530 Cedar Corridor - 98160 49,328 16,940 49,330 49,330 - - - - - - Net Transfers 1,191,361 563,030 595,420 232,390 FUND BALANCE - DECEMBER 31 4,299,079$ 3,534,072$ 4,378,499$ 4,440,889$ 90 HOUSING & REDEVELOPMENT FUND MISSION STATEMENT To fund qualifying Housing and Redevelopment Authority (HRA) housing and redevelopment projects and programs with tax increment revenues from various Tax Increment Financing (TIF) districts. FUND FOCUS Within established districts, tax increment resources are dedicated to housing and redevelopment projects and programs by the HRA. The amount of funding available is limited by State Statute and can be utilized throughout the City. Presently, six redevelopment districts contribute to the Housing & Redevelopment Fund: Urban Village, Interchange West, City Bella, Lyndale Gardens, 2014-1 (Havenwood), and Cedar Point (Rya). The fund supports the removal of substandard homes and replacement with new construction homes through the Richfield Rediscovered and New Home Programs and the acquisition of blighted, substandard and/or underutilized properties along the City’s commercial corridors. The HRA also uses the fund to support the removal of blight by supporting the rehabilitation and demolition of substandard structures. 2025 HIGHLIGHTS • Funds were made available for up to one credit and one purchase of a substandard property through the Richfield Rediscovered program. • Funds assisted the Woodlawn Terrace manufactured home community with utility upgrades. 2026 FUND GOALS • Use budgeted funds to support the purchase of one substandard property for the construction of one market-rate home by a builder/buyer team and provide one redevelopment credit under the Richfield Rediscovered Program. • Strategically acquire blighted, substandard and/or underutilized properties along the City’s commercial corridors, as opportunities arise, to facilitate redevelopment in these areas. FUND EXPENDITURE COMMENT • The Housing & Redevelopment Fund pays for many programs and projects that 91 may also be shown in other program/project budgets. This worksheet is intended to show in a holistic manner the way that “pooled” tax increment is being used throughout the community. • Revenues will drop significantly for 2026 as the Interchange West and Urban Village TIF Districts decertify at the end of 2025. The full tax capacity of these projects will be captured by all taxing jurisdictions going forward. • It is required that the funds generated by each district be managed in separate accounts rather than “one fund.” • State Statute strictly controls the use of these funds. 92 Housing Fund GramercyFUND: DETAIL REVENUES BY BUSINESS UNIT CLASSIFICATIONS Community DevelopmentDEPARTMENT: BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Housing Fund Gramercy - 98500BUSINESS UNIT: Miscellaneous Revenues 4607 81,789 30,000 30,000 20,000Investment Earnings $$$$ 4609 1,323 - - - Change in Fair Value 4648 30,000 15,000 15,000 15,000Loan Repayments 45,000 45,000 35,000113,112Miscellaneous Revenues Total $$$$ Other Financing Sources 8051 1,191,361 563,030 595,420 232,390Operating Transfers In $$$$ 563,030 595,420 232,3901,191,361Other Financing Sources Total $$$$ Housing Fund Gramercy TOTAL 608,030 640,420 267,3901,304,473$$$$ 93 DETAIL EXPENDITURES BY BUSINESS UNIT CLASSIFICATIONS BUDGET 2026 REVISED 2025 BUDGET 2025 ACTUAL 2024 Housing Fund GramercyFUND: Community DevelopmentDEPARTMENT: Housing Fund Gramercy - 98500BUSINESS UNIT: Other Services & Charges 6511 1,000 50,000 50,000 50,000Rehab Loan Program $$$$ 50,000 50,000 50,0001,000Other Services & Charges Total $$$$ Capital Outlay 7110 5,391 306,000 161,000 155,000Land Purchases $$$$ 7230 55,950 - - - Building Improvements 7320 - - 350,000 - Installation of Public Util 306,000 511,000 155,00061,341Capital Outlay Total $$$$ 356,000 561,000 205,00062,341Housing Fund Gramercy TOTAL $$$$ 94 RESOLUTIONS 95 HRA RESOLUTION NO. RESOLUTION APPROVING PROPOSED 2026 HOUSING AND REDEVELOPMENT AUTHORITY BUDGET AND CERTIFYING THE 2026 TAX LEVY BE IT RESOLVED by the Housing and Redevelopment Authority of the City of Richfield, Minnesota as follows: Section 1. Section 2. Section 3. The budget for the Housing and Redevelopment Authority General Fund of Richfield for the year 2026 in the amount of $756,430 is hereby ratified. The estimated gross revenue of the Housing and Redevelopment Authority General Fund of Richfield from all sources, including general ad valorem tax levies as hereinafter set forth for the year 2025, and as the same are more fully detailed in the Executive Director’s official copy of the budget for the year 2026, in the amount of $914,588 is hereby approved. There is hereby levied upon all taxable property in the City of Richfield an ad valorem tax in 2025, payable in 2026 for the following purposes: Housing and Redevelopment Authority $742,230 Section 4. A certified copy of this resolution shall be transmitted to the County Auditor. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 18th day of August, 2025. Erin Vrieze Daniels, Chair ATTEST: Sean Hayford Oleary, Secretary 96 97 RESOLUTION NO. RESOLUTION AUTHORIZING REVISION OF THE 2025 BUDGET OF THE HOUSING AND REDEVELOPMENT AUTHORITY OF RICHFIELD WHEREAS, Resolution No.1487 appropriated funds for personal services and other expenses and capital outlay for the Housing and Redevelopment Authority for the year 2025 and WHEREAS, The Executive Director has requested a revision of the 2025 budget as detailed in the 2026 budget document. NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment Authority of Richfield, Minnesota as follows: Section 1. That the 2025 appropriation for the Housing and Redevelopment Authority General Fund is revised as follows: $252,790 increase Section 2. Estimated 2025 gross revenue of the Housing and Redevelopment Authority General Fund from all sources, as the same is more fully detailed in the Executive Director’s official copy of the 2026 budget document, are hereby revised as follows: $40,580 increase Section 3. That the Executive Director bring into effect the provisions of this resolution. Adopted by the Housing and Redevelopment Authority in and for the City of Richfield, Minnesota this 18th day of August, 2025. Erin Vrieze Daniels, Chair ATTEST: Sean Hayford Oleary, Secretary THIS PAGE WAS LEFT BLANK INTENTIONALLY 98 AGENDA SECTION:OTHER BUSINESS AGENDA ITEM #5. STAFF REPORT NO. 23 HOUSING AND REDEVELOPMENT AUTHORITY MEETING 8/18/2025 REPORT PREPARED BY: Hilary Lovelace & Celeste McDermott, Housing Specialists EXECUTIVE DIRE CTOR RE VIEW: Julie Urban, Acting Executive Director 8/13/2025 ITEM FOR COUNCIL CONSIDERATION: Consideration of the approval of an amended Contract with the Center for Energy and Environment to provide additional funding for Community Fix-Up Fund loan services to Richfield homeowners for 2025, and funds for loan services, Remodeling Advisor visits, and administration fees as approved in the 2026 Budget. EXECUTIVE SUMMARY: The Housing and Redevelopment Authority (HRA) has contracted with the Center for Energy and Environment's (CEE) Lending Center to provide loan and remodeling advising services to Richfield residents since 2017. CEE administers the Community Fix-Up Fund (CFUF), which provides home rehabilitation loans at a reduced interest rate to income-qualified homeowners. The recent evaluation of the HRA's housing programs identified the CFUF as an opportunity to leverage investment in the City's housing stock. Approval of an amended Contract is needed for CEE to continue providing CFUF loans to Richfield homeowners, as the $40,000 in funds budgeted for 2025 were spent in creating seven loans the first four months of this year. The proposed Contract amendment includes the following changes: 1.an addition of $50,000 for the CFUF through 2025 and 2.an increase in the interest rate from three percent to five percent. The Contract also includes $90,000 in funding for 2026, along with $32,500 in administration and remodeling advising fees, as approved in the 2025 Revised and 2026 HRA Budget. RECOMMENDED ACTION: By motion: Approve an amended Contract with the Center for Energy and Environment for 2025-2026 providing additional funding for lending services through the rest of calendar year 2025, increasing the subsidized interest rate to five percent, and providing funding for 2026 services. BASIS OF RECOMMENDATION: A.HISTORICAL CONTEXT CEE's Lending Center has extensive experience in providing lending and remodeling services and offers these services to several communities in the metro area. In 2025, $40,000 was budgeted toward CFUF loan write-downs. All funds were committed by May 2025. In 2024, CEE originated four CFUF loans and was able to write down the interest-rate for income- qualified homeowners with $35,700 from the HRA's budget. B.EQUITABLE OR STRATEGIC CONSIDERATIONS OR IMPACTS Resources for funding home improvements will help residents to make repairs on their homes they might otherwise not be able to afford, which increases housing stability. C.POLICIES (resolutions, ordinances, regulations, statutes, exc): Adding more money to the Contract with CEE would enable the City to continue offering valuable remodeling resources to its residents and meet the Comprehensive Plan goal of supporting the rehabilitation and upgrading of the existing housing stock. The 2025 Housing Program Evaluation identified the CFUF interest-rate write-down program as an effective program for leveraging investment in the City's housing stock. D.CRITICAL TIMING ISSUES: The CFUF has been on pause since May of this year, and interest in the loans continues to persist. Currently there are several applicants in the queue waiting to apply. E.FINANCIAL IMPACT: Minnesota Housing has approved the additional funding and rate change. HRA funds are available to write down the Fix-Up Fund interest rate to five percent; the current interest rates available statewide with no buydown are currently set at seven and a half percent for a ten-year loan. The 2025 Revised and 2026 Budgets include $180,000 for loans, $10,000 for administration fees, and $22,500 for Remodeling Advisor visits for a total Contract amount of $212,500 over the two-year period. F.LEGAL CONSIDERATION: The HRA Attorney reviewed the original Contract. ALTERNATIVE RECOMMENDATION(S): Decide not to approve the Contract. PRINCIPAL PARTIES EXPECTED AT MEETING: N/A ATTACHMENTS: Description Type Amendment CEE 081825 Cover Memo AMENDMENT 8 to the LOAN ORIGINATION AGREEMENT Between HOUSING AND REDEVOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD And CENTER FOR ENERGY AND ENVIRONMENT City of Richfield Home Improvement Loan Program The Agreement made the 1st day of October, 2017 by and between the HOUSING AND REDEVOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD, with offices at 6700 Portland Ave, Richfield, MN 55423, (the “Authority”), and the CENTER FOR ENERGY AND ENVIRONMENT, with its offices at 212 3rd Avenue North, Suite 560, Minneapolis, Minnesota 55401 (“CEE”) is hereby amended. Exhibit A7 shall be replaced by Exhibit A8 (attached) Exhibit B7 shall be replaced by Exhibit B8 (attached) Section 5. Term and Termination of the agreement shall read: 5.1 Unless earlier terminated as provided in the following paragraphs, this Agreement shall become effective on January 1, 2025 and continue through December 31, 2026. All other sections of the contract shall remain as written in the original and amended agreements. IN WITNESS WHEREOF, the parties hereunder set their hands as of the date written below: HOUSING AND REDEVOPMENT AUTHORITY IN AND FOR THE CITY OF RICHFIELD CENTER FOR ENERGY AND ENVIRONMENT By ___________________________ By __________________________ Erin Vrieze Daniels, Chair Stephanie Haddad, COO Date __________________________ Date _________________________ CEE #5155 By ___________________________ TAX ID 41-1647799 Melissa Poehlman, Executive Director Date __________________________ Exhibit A8 Page 1 Agreement between Richfield Housing and Redevelopment Authority and Center for Energy and Environment EXHIBIT A8 PROGRAM GUIDELINES This document includes guidelines for the MHFA Interest Subsidy Program Exhibit A8 Page 2 Agreement between Richfield Housing and Redevelopment Authority and Center for Energy and Environment RICHFIELD LOAN PROGRAM GUIDELINES The HOUSING AND REDEVELOPMENT AUTHORITY is making funds available for homeowners to assist with home maintenance and energy improvements. The Richfield Interest Subsidy Program is designed to supplement existing loan programs available from MHFA, CEE, private lenders, and other housing resources. This program is not intended to be the sole source of improvement funds available to the City. Center for Energy and Environment shall serve as the administrator for the Richfield Interest Subsidy Program and will secure the most beneficial financing based on the borrower’s needs independent of the funding source. Richfield Interest Subsidy Program Interest Rate: 5% fixed Amortization Type: Amortizing (Monthly Payments Required) Loan Amount: Minimum of $2,000 and Maximum of $35,000. Total Project Cost: The borrower must have sufficient funds necessary to cover the cost of the entire project (as outlined in the bid(s). Additional funds may come from personal savings, gifts, or other loan funds. Loan term: Generally, one year per $1,000 borrowed. This will be somewhat flexible depending on the size of the loan and the borrower’s ability to repay the loan. The minimum term is 1 year; the maximum term will be 15 years. Eligible Properties: 1-4 unit owner-occupied properties located within the geographical boundaries of the City of Richfield. Townhomes and Condominiums are eligible, subject to Association Bylaws. Properties may be held in a Contract for Deed. Ineligible Properties: Dwellings with more than 4 units, cooperatives, manufactured homes, time shares, properties held in the name of a trust and properties used for commercial purposes. Eligible Borrowers: All borrowers must be legal residents of the United States, as evidenced by a social security number, Including: U.S. Citizens, Permanent Resident Aliens, Non-Permanent Resident Aliens. TAX IDENTIFICATION NUMBERS (ITIN) ARE NOT ACCEPTABLE. Ineligible Borrowers: Including but not limited to: - Businesses, Foreign Nationals, Non-Occupant Co- Borrowers, and Properties held in the name of a trust. Exhibit A8 Page 3 Agreement between Richfield Housing and Redevelopment Authority and Center for Energy and Environment Ownership/Occupancy: Owner- occupied only. Loan - to - Value Ratio: The ratio of all loans secured by the property, including the new loan, should not exceed 110% of the property value. Half of the improvement value may be added to the initial property value. Income Limit: The property owner’s household income shall not exceed 115% of the HUD Regional Median Income based on household size or the MHFA income limit, whichever is less. Income for eligibility will be determined by the projected income for the next 12 months per MHFA guidelines... This limit adjusts annually. Debt - to - Income Ratio: Applicant must have the ability to repay the loan. An applicant who has a debt-to-income ratio more than 48% will be ineligible to receive financing. Credit Requirements: All borrowers must have a minimum credit score of 620 and: 1) All mortgage payments must be current and reflect no 30-day late payments history in the past 12 month period (without reasonable explanation) 2) All real estate taxes must be current. 3) No outstanding judgements or collections (excluding medical). 4) Bankruptcy must have been discharged for at least 18 months prior to loan closing. 5) The redemption period on prior foreclosures must have occurred at least 18 months prior to the loan application date. 6) Generally, no more than two 60-day late payments on credit report. Any 60 day late requires a documented explanation and reasonable reasons: medical, unemployment, divorce. 7) No defaulted government loans. Multiple Loans per Property: More than one loan per property is allowed, however, the outstanding balance(s) cannot exceed $35,000. Eligible Use of Funds: Same as the current MHFA guidelines Ineligible Use of Funds: Payment for work initiated prior to the loan being approved and closed, unless due to emergency. Recreation or luxury projects (pools, lawn sprinkler systems, playground equipment, saunas, whirlpools, etc.), furniture, non-permanent appliances, and funds for working capital, debt service, homeowner labor or refinancing existing debts are NOT allowed. Bids: Only one bid/estimate is required. All contractors must be properly licensed. Sweat Equity / Homeowner Labor: Work may be performed by property owners on a “sweat equity” basis. Loan funds may be used only for the purchase of materials. Loan funds cannot be used to rent tools/ equipment or compensate for labor. The property owner will provide evidence to CEE that they have the ability to complete the work and complete a Homeowner Labor Agreement. Remodeling Advisor Visit (RAV): The Remodeling Advisor Visit provides rehabilitation and/or remodeling advice upon request of the resident. The intent is to help residents improve their homes by providing technical assistance before and during the bidding and construction process. All homeowners are eligible for this service regardless if applying for the Richfield Interest Subsidy Program or not. This visit is not required. Loan Security: Determined by MHFA requirements. Exhibit A8 Page 4 Agreement between Richfield Housing and Redevelopment Authority and Center for Energy and Environment Borrower Fees: Borrower will be responsible for a 1% Origination Fee (which may be financed), mortgage filing and service fees, flood certificate fee, credit report fee, document preparation fee and any other applicable closing fees. Underwriting Decision: Applicants must have acceptable credit history. CEE will approve or deny loans based on a credit report, income verification and other criteria as deemed necessary through CEE’s underwriting guidelines. CEE’s decision shall be final. Work Completion: All work must be completed within 9 months of the loan closing. General Program Conditions Application Processing: Loans will be distributed on a first come first serve basis as borrowers qualify. Applicants must provide a completed application package including the following in order to be considered for funding. ➢ Completed and signed application form ➢ Proof of income ➢ Proof of Identity (drivers license, passport, etc.) ➢ Bids or estimates for proposed projects ➢ Other miscellaneous documents that may be required. Program Costs: Loan origination, interest subsidy and remodeling advisor visit fees will be paid out of the Program Budget. Loan program marketing efforts will be billed directly to the City of Richfield and is a separate expense should the city choose to commission CEE for marketing support. Total Project Cost: It is the borrower’s responsibility to obtain the amount of funds necessary to finance the entire cost of the work. In the event the final cost exceeds the original loan amount, the borrower must obtain the additional funds and show verification of the additional funds in order to be approved for the loan. Disbursement Process: Funds are disbursed to the borrower(s) Exhibit B6 EXHIBIT B8 TOTAL PROGRAM BUDGET $212,500 RICHFIELD LOAN PROGRAM BUDGET A. MHFA Interest Subsidy Program Budget Allocation (includes Annual Administration Fee and Interest Subsidy): 2025: $95,000 2026: $95,000 Remodeling Advisor Visit Budget: 2025: $11,250 2026: $11,250 Budget Notes: 1. CEE shall submit monthly invoices for loan program and administrative fees for that period. 2. Services performed by CEE will be funded from the Total Program Budget as stated above and paid in accordance with the following schedule. (1) Annual Administration Fee $5,000 (2) MHFA Interest Subsidy $varies on loan amount and term (3) Remodeling Advisor Visit $250.00 per visit The Annual Administration Fee shall be payable on January 1 st of each year the contract is active. 3. Marketing Marketing efforts will be supported by CEE and marketing costs are not included in the administrative budget. Hourly rates are inclusive of all overhead expenses and will be charged only for hours directly related to the labor of all program marketing. CEE will also be reimbursed by City of Richfield for any non-labor, out-of-pocket expenses relating to these services on a dollar-for-dollar basis.