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HomeMy WebLinkAbout2015/08/17 - ADMIN - Agenda Packets - City Council - RegularAGENDA AUGUST 17, 2015 6:30 p.m. SPECIAL STUDY SESSION – Community Room Discussion Item 1. 45 min. Redevelopment of Former Bally’s Site by Oppidan Investment Company 7:20 p.m. ECONOMIC DEVELOPMENT AUTHORITY -- Council Chambers 1. Call to Order 2. Roll Call 3. Approval of Minutes 3a. Economic Development Authority Meeting Minutes August 3, 2015 4. Approval of Agenda 5. Reports -- None 6. Old Business – None 7. New Business 7a. Establishment of The Shoreham Tax Increment Financing District Recommended Action: • Motion to Adopt EDA Resolution approving the establishment of The Shoreham Tax Increment Financing District within Redevelopment Project No. 1 (a redevelopment district). • Motion to Adopt EDA Resolution authorizing an Interfund Loan for advance of certain costs in connection with the administration of The Shoreham TIF District. 7b. Redevelopment Contract with Shoreham Apartments, LLC Recommended Action: Motion to Adopt EDA Resolution approving the Redevelopment Contract between the EDA and Shoreham Apartments, LLC (Bader Development) related to the proposed Shoreham project at the SW corner of CSAH 25 and France Ave. 8. Communications -- None 9. Adjournment 7:30 p.m. CITY COUNCIL MEETING – Council Chambers 1. Call to Order 1a. Pledge of Allegiance 1b. Roll Call 2. Presentations 2a. Recognition of Clark Kube’s Years of Service 2b. Retirement Recognition Resolution for Office Assistant Nancy Conery 2c. Community Garden Harvest Festival Day Proclamation 2d. Southwest Twin Cities Beyond The Yellow Ribbon Coalition Update Meeting of August 17, 2015 City Council Agenda Auxiliary aids for individuals with disabilities are available upon request. To make arrangements, please call the Administration Department at 952/924-2525 (TDD 952/924-2518) at least 96 hours in advance of meeting. 3. Approval of Minutes 3a. Study Session Meeting Minutes July 27, 2015 3b. City Council Meeting Minutes August 3, 2015 4. Approval of Agenda and Items on Consent Calendar NOTE: The Consent Calendar lists those items of business which are considered to be routine and/or which need no discussion. Consent items are acted upon by one motion. If discussion is desired by either a Councilmember or a member of the audience, that item may be moved to an appropriate section of the regular agenda for discussion. The items for the Consent Calendar are listed on the last page of the Agenda. Recommended Action: Motion to approve the Agenda as presented and items listed on the Consent Calendar; and to waive reading of all resolutions and ordinances. (Alternatively: Motion to add or remove items from the agenda, or move items from Consent Calendar to regular agenda for discussion.) 5. Boards and Commissions – None 6. Public Hearings 6a. Central Florida Restaurants, Inc. dba T.G.I. Fridays - On-Sale Intoxicating and On-Sale Sunday Liquor License Recommended Action: Mayor to open public hearing, take public testimony, and close public hearing. Motion to approve application from Central Florida Restaurants, Inc. dba T.G.I. Fridays for an On-Sale Intoxicating and On-Sale Sunday Liquor License for the premises located at 5875 Wayzata Blvd. with a license term through March 1, 2016. 6b. MLCV STLP, LLC dba DoubleTree Minneapolis Park Place - On-Sale Intoxicating and On-Sale Sunday Liquor License Recommended Action: Mayor to open public hearing, take public testimony, and close public hearing. Motion to approve application from MLCV STLP, LLC dba DoubleTree Minneapolis Park Place for an On-Sale Intoxicating and On-Sale Sunday Liquor License for the premises located at 1500 Park Place Blvd. with a license term through March 1, 2016. 6c. Public Hearing and Establishment of The Shoreham Tax Increment Financing District Recommended Action: Mayor to open public hearing, take public testimony, and close public hearing. Motion to Adopt Resolution approving the establishment of The Shoreham Tax Increment Financing District within Redevelopment Project No. 1 (a redevelopment district). 7. Requests, Petitions, and Communications from the Public -- None 8. Resolutions, Ordinances, Motions and Discussion Items 8a. Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages Recommended Action: Motion to approve the first reading of an ordinance amending St. Louis Park City Code Chapter 3 relating to alcoholic beverages and to schedule the second reading of the ordinance on September 8, 2015. 9. Communications -- None Meeting of August 17, 2015 City Council Agenda CONSENT CALENDAR 4a. Adopt Resolution electing to continue the current coverage with the changes from the LMCIT’s. 4b. Authorize staff to purchase up to $820,000 in office partitions, workstations, and furnishing with State contract pricing from Hendrickson PSG. 4c. Approve the Blue Cross Blue Shield of Minnesota Active Living for All Master Agreement relating to the Health in the Park initiative. 4d. Adopt Resolution authorizing execution of the Hennepin County Grant Agreement for the City’s residential curbside recycling and organics program. 4e. Adopt Resolution authorizing the special assessment for the repair of the sewer service line at 2960 Zarthan Avenue South, St. Louis Park, MN P.I.D. 09-117-21-34-0188. 4f. Adopt Resolution to recognize Office Assistant Nancy Conery for her 37 years of service to the City of St. Louis Park. 4g. Adopt Resolution calling for a public hearing on September 21, 2015 regarding the issuance of private activity revenue bonds for Shoreham Apartments, LLC. St. Louis Park Economic Development Authority and regular City Council meetings are carried live on Civic TV cable channel 17 and replays are frequent; check www.parktv.org for the schedule. The meetings are also streamed live on the internet at www.parktv.org, and saved for Video on Demand replays. The agenda is posted on Fridays on the official city bulletin board in the lobby of City Hall and on the text display on Civic TV cable channel 17. The agenda and full packet are available by noon on Friday on the city’s website. Meeting: Special Study Session Meeting Date: August 17, 2015 Discussion Item: 1 EXECUTIVE SUMMARY TITLE: Redevelopment of Former Bally’s Site by Oppidan Investment Company RECOMMENDED ACTION: Staff wishes to review changes Oppidan has made to the development plans since the June 8th Study Session, and to ascertain whether the City Council/EDA supports the revised development plans. If the Council/EDA supports the plans, then Oppidan will move forward with the PUD approval process and its request for TIF assistance. POLICY CONSIDERATION: Does the City Council/EDA support Oppidan’s revised redevelopment plans for the “Bally block” and is it willing to consider entering into a redevelopment contract to reimburse the Developer for qualified costs incurred in connection with the construction of 4900 Excelsior with tax increment generated by the project to make it financially feasible? SUMMARY: Oppidan Investment Company (“Developer”) proposes to acquire the former Bally Total Fitness property, raze the building and parking structure and replace them with a mixed- use (residential and retail) development called 4900 Excelsior. The proposed building plan has been revised since the City Council’s June 8, 2015 meeting to respond to comments and concerns made by the City Council. The proposed building would be five to six stories tall with step backs along the north and south sides. It would consist of 28,228 square feet of ground floor retail space and 176 apartment units. It would also feature 18 affordable units, a public art mural, two levels of structured underground parking as well as on-street parking. As part of the project, Oppidan proposes to purchase the vacant EDA property immediately to the east (located at 4760 Excelsior Blvd). In order to make the project financially feasible, Oppidan has applied for Tax Increment Financing (TIF) assistance. As a reminder, should the EDA direct staff to pursue the project further, the EDA is not obligating itself to providing the proposed assistance at this time. The planned unit development approval for this project will require five affirmative votes (2/3 majority). FINANCIAL OR BUDGET CONSIDERATION: The cost to construct the proposed 4900 Excelsior project is approximately $47.2 million. Upon completion it is estimated that the project’s total taxable market value would exceed $38 million. The proposed mixed-use project is not financially feasible due to more than $7.1 million of extraordinary costs associated with redeveloping the site. In order for the project to proceed, it is proposed that the EDA consider reimbursing the Developer for qualified costs up to approximately $2.6 million in pay-as-you-go tax increment generated by the project for a term of approximately 6.5 years. All the above estimates are subject to review of an updated proforma that reflects the project revisions described later in this report. Based on the latest plan revisions and project proforma, it is likely the requested amount of TIF assistance may also need to be revised. VISION CONSIDERATION: St. Louis Park is committed to providing a well-maintained and diverse housing stock. SUPPORTING DOCUMENTS: Discussion Revised Building Renderings Prepared by: Greg Hunt, Economic Development Coordinator Sean Walther, Planning & Zoning Supervisor Reviewed by: Kevin Locke, Community Development Director Approved by: Tom Harmening, City Manager Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 2 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company DISCUSSION BACKGROUND: The Bally Total Fitness facility (located at 4900 Excelsior Blvd.) closed in 2012 as a result of the acquisition of its parent company by LA Fitness. Recently, Oppidan Investment Company secured an option to purchase the 1.2 acre Bally property and has applied for planning approvals and TIF assistance for the redevelopment of the entire block. The block is bound by Excelsior Blvd, Quentin Ave S, Princeton Ave S, and Park Commons Dr. The land assemblage necessary for the proposed redevelopment will require the acquisition of the property located at 4760 Excelsior Blvd immediately east of the Bally building. This vacant 0.4 acre property is a remnant owned by the EDA. It acquired the property in 1996 as part of the land assemblage of the future Excelsior & Grand project. The EDA retained ownership of the property in hopes that a mixed-use redevelopment proposal encompassing the entire block would eventually emerge. PRESENT CONSIDERATIONS: The Bally Total Fitness building has been vacant and unoccupied since 2012. The EDA property next door (4760 Excelsior Blvd) has been vacant and unoccupied since 2001. The EDA maintains the property and annually incurs expenses related to irrigation, lawn maintenance, stormwater utility, and Special Service District charges. Both properties are highly visible on the north side of Excelsior Blvd between the Park Nicollet Clinic Campus on the west and Excelsior & Grand on the east. This 1.6-acre site has been eyed for redevelopment since the mid-1990s. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 3 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company Plan Revisions: While this project has had many iterations, the descriptions below focus on the changes since the June 8th Study Session, unless otherwise noted. Dwelling Units: Oppidan reduced the project to 176 dwelling units. That is 13 fewer than when the Planning Commission reviewed the project and three fewer than the City Council saw on June 8, 2015. Three units on the sixth level were removed along the Excelsior Blvd frontage, as shown below. Building Height: There building will be six stories on the south elevation along Excelsior Boulevard, similar to the proposal that the Planning Commission reviewed on April 15, 2015. The roof of the building is 77 feet above the finished grade along Excelsior Blvd, excluding the trellis features at the corners which rise higher. However, the central portion of the building will step back approximately 30 feet on the sixth level now that three units have been removed. Three images of this change follow. Oppidan will provide enhanced graphics for the presentation on Monday. The drawings attached at the end of the report have not been updated to reflect the changes shown in the following depictions. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 4 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company Perspective from Excelsior & Quentin Perspective from Excelsior & Princeton 3D Elevation along Excelsior Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 5 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company On the north side along Park Commons Drive, the top floor still steps back 25 to 35 feet, which effectively reduces the height of the building visible from the street level. This has minimized the shadows cast upon the Wolfe Lake Condominium building across the street. The building height would be approximately 57 to 65 feet tall on this north side; excluding the trellis elements (see attached drawings). Exterior Building Materials Changes: The revised drawings indicate a red brick will be used, instead of the gray previously proposed. They have also changed the building materials used at the sidewalk level along Park Commons Drive, Princeton Avenue, and Quentin Avenue. Glass has been added in several locations as well. Excelsior Boulevard (South) Building Elevation Changes: In addition to the three units removed on the sixth floor, several other improvements have been made to the plan. Additional resident entry/exit doorways have been added along the sidewalk. There will be a total of three entrances to the residential, two from the exit stairways and one to the lobby. There will also be an entry to the grocery store on Excelsior Boulevard. All the entries include canopies above the doors to highlight these entries. A vertical set of windows has been added at the westerly resident entry which adds visual interest and provide natural light to the stairwells. Also, Oppidan enhanced the streetscape along Excelsior Boulevard, the plantings along the boulevard have been enhanced and potted plants, benches, and tables and chairs are proposed along the building foundation. Park Commons Boulevard (North) Building Elevation Changes On the north side of the building, Oppidan added cast stone on the parking levels which will be more durable and add texture and interest. Brick banding was added at the building corners, which also adds visual interest and detailing. A band of transom windows were added to first level parking. Two entries were added with staircases up to the first level. One will be a resident only entry, the other is a grocery store entry that goes into the first level parking. Glass was also added in two locations where decorative screening was previously shown. Decorative screening is still shown on the middle section of the building on the first level commercial parking. Quentin Avenue (West) Building Elevation Changes A doorway to the commercial (first level) parking was added. The stucco previously proposed at sidewalk level was changed to cast stone. Also, a horizontal stucco sign band was added along this elevation. Princeton Avenue (East) Building Elevation Changes A few of the details have changed along this elevation. There is an entry to the residential lobby. The metal staircases has changed to aluminum picket railings, some recessed brick banding details were added, a sign band is now depicted over the garage entry, and again the stucco along the sidewalk level has been changed to cast stone. CURRENT PROPOSAL: Oppidan proposes to raze the former fitness facility and adjoining parking ramp and replace them with a mixed-use development called 4900 Excelsior. As noted previously, the recently revised plans (attached) depict a building with six stories at a height of 77 feet along Excelsior Blvd and step backs along Park Commons Drive and a portion of Excelsior Boulevard. The step backs on the building’s north side reduced the shadow coverage Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 6 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company on the adjacent buildings. The proposed project includes commercial and multi-family residential components. The commercial component consists of 28,228 square feet of ground floor retail space that is expected to be leased to Fresh Thyme Farmers Market which hopes to include a small, off-sale liquor store. The residential component consists of 176 apartment units (of which 18 units or 10% would be designated for households earning 60% of Area Median Income). Also included would be a public art mural, two levels of structured underground parking as well as on-street-level parking for a total of 340 parking stalls. The project’s proposed residential unit mix is as follows: UNIT TYPE 1ST 2ND 3RD 4TH 5TH 6TH TOTAL ACTUAL % STUDIO 0 1 1 1 0 0 3 2% ALCOVE 0 10 9 9 5 0 33 19% 1 BR 0 17 20 20 17 2 76 43% 1 BR + DEN 0 3 3 3 2 0 11 6% 2 BR 6 6 9 9 8 6 44 25% 2 BR + DEN 0 2 2 2 2 1 9 5% TOTAL 6 39 44 44 34 9 176 100% The land assemblage necessary for the proposed redevelopment will require the acquisition of 4760 Excelsior Blvd from the EDA. The property was appraised at $600,000 as a Stand-Alone site and $780,000 as Assembled with the adjoining property for a mixed–use development. It is the EDA’s practice to sell property at market rate. Oppidan has offered to purchase the property for $780,000. Acquisition terms would be specified in a Purchase and Redevelopment Contract. Oppidan envisions commencing the project this year and taking a little over a year to construct. The Developer estimates the new mixed–use building would be open for occupancy by Spring of 2017. Land Use, Zoning, and Other Requirements The Comprehensive Plan designates the site for Mixed-Use and the current zoning map contemplates mixed-use and high-density residential development on the site. The proposed PUD would create a new zoning district and zoning regulations for uses and dimensional standards that are unique to this site and the proposed site and building plans. The intent of the Mixed Use land use designation and the City’s Livable Communities design principles is to create compact, pedestrian-scale, mixed-use buildings, typically with retail, service or other commercial uses on the ground floor and residential or office uses on upper floors. Mixed-use is intended to accommodate mixed-income housing, a mix of housing types on the same block, and higher density development. The Comprehensive Plan calls for an increase in the availability of neighborhood housing choices and a broader range of housing types. The proposed development would provide higher density apartment housing, including affordable units, in a building that complements the nearby Excelsior & Grand development. The southern portion of the site is zoned Mixed-Use and the northern portion is High Density Multiple Family Residential. The proposed grocery store footprint straddles this zoning boundary. For this reason, the commercial use currently shown as multiple-family residential requires a 2/3 majority of the City Council to approve (five of seven council members). Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 7 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company Staff finds that this site is suitable for the proposed mixed-use development and multiple-family housing and meets or addresses many of the Livable Communities Principles and the Wolfe Park Neighborhood Improvement Opportunities listed in the City’s Comprehensive Plan as well as meets many of the objectives for the Park Commons redevelopment area. The project will follow the City’s Green Building Policy and it is located in a neighborhood that received LEED- ND certification from the U.S. Green Building Council. It will also comply with requirements incorporated in the City’s recently adopted Inclusionary Housing Policy. To that end, Oppidan will designate 18 (or 10%) of the residential units as affordable to households earning 60% of the area median income. This makes for a mixed-income development and expands housing choices for the community. The site has convenient access to good bus service, Wolfe Park, and other services and businesses along Excelsior Blvd, and is within biking distance of the SWLRT regional trail and future LRT Beltline and Wooddale stations. The proposed development is a mixed-use building that promotes efficient use of the land, existing infrastructure, and existing roadway system. The plan places the majority of the parking under the building screened from view and utilizes adjacent on-street parking. The plan for 4900 Excelsior provides private designed outdoor recreation area rooftop amenities on the second floor for its residents. The building design includes active uses at the pedestrian- level along Excelsior Blvd, including storefront windows, entrances, high quality building materials, and other measures to enhance the character at the pedestrian level along Excelsior Blvd. Portions of the upper stories are set back to minimize the visual impact of the building at the pedestrian-level. Overview of the Project’s Sources and Uses The total development cost (TDC) to construct 4900 Excelsior is projected at $47.2 million. The project’s anticipated sources and uses are listed in the tables below along with their respective percentage of the total development cost. SOURCES AMOUNT ($) % of TDC Private Financing 34,700,000 74.0 Developer Equity 9,890,000 20.5 Tax Increment Financing 2,600,000 5.5 TOTAL Sources 47,190,000 100% USES AMOUNT ($) % of TDC Land Acquisition 4,480,000 9.5 Construction Costs 36,515,000 77.4 Architectural/Engineering 1,450,000 3.1 Marketing/Leasing Costs 549,000 1.1 Carrying & Soft Costs 3,026,000 6.4 Developer Fee 1,170,000 2.5 TOTAL Project Costs 47,190,000 100% As indicated above, the proposed purchase price for the subject properties is $4,480,000; that is $3,700,000 for the Bally property and $780,000 for the EDA property respectively. The combined land acquisition price equals approximately $25,028 per unit. According to both Ehlers and the City Assessor, this per unit cost is higher than the typical range of $10,000 to Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 8 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company $15,000 per unit but this is due to the fact that there is an existing building and parking structure on the site. The EDA’s property was appraised at $600,000 as a Stand-Alone site and $780,000 As Assembled with the adjoining property for a mixed–use development. It is the EDA’s practice to sell property at market rate; therefore Oppidan’s proposed purchase price for 4760 Excelsior Blvd reflects the appraised As Assembled price. The other above project costs were found to be reasonable and within industry standards for the proposed type of redevelopment. The inclusion of 18 affordable units in the project results in a reduction of rental income for the Developer. The reduction is due to a difference between market rents and lower affordable rents. The difference between the market units and the affordable units is approximately $94,000 annually or $2.4 million (excluding inflation) over the required 25 years. Despite this income loss, the Developer is able to maintain the project’s viability via density, upper market rate rents and accepting a slightly lower rate of return. Developer’s Request for Public Financing Assistance In its application, Oppidan requested $4 million in tax increment finance assistance to offset a portion of the $7.1 million of extraordinary costs* associated with redeveloping the subject site. Tax increment financing uses the increased future property taxes generated by a new development to finance certain qualified development costs incurred in connection with that project for a limited period of time. The extraordinary site redevelopment costs related to Oppidan’s proposed project include building demolition, site preparation, shoring and structured underground parking. The proposed project’s anticipated extraordinary costs are included in the $36.5 million of Construction Costs above and are detailed below. Extraordinary Cost Estimates AMOUNT ($) Investigation & RAP Development 30,000 Asbestos Abatement and Other Environmental Work 210,000 Building Demolition 240,000 Installation of Shoring 340,000 Stormwater Retention System 250,000 Site work Design 500,000 Construction of Structured Parking 5,550,000 TOTAL Extraordinary Costs $7,120,000 *Extraordinary costs are expenses encountered over and above those which a developer would typically expect to incur in a suburban development (e.g. asbestos removal, building demolition, contaminated soil removal and disposal, storage tank removal and disposal, shoring, utility replacement, specialized stormwater management, structured parking, etc.) Pro Forma Analysis Oppidan’s preliminary sources and uses statements, cash flow projections, and investor rate of return (ROR) related to the proposed redevelopment were reviewed by Staff and Ehlers. If no tax increment were provided, the project’s average expected cash-on-cash (COC) return on equity would be approximately 4.16% to investors. Given that real estate developments are speculative and involve significant risk for investors, it is unlikely that such a rate of return would be sufficient to attract the necessary equity capital needed to start the project thereby making it financially infeasible. According to Ehlers, the industry standard for COC returns for similar projects is ten (10) percent in order to raise equity and achieve financing. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 9 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company In order for the project pro forma to attain the average cash-on-cash (COC) return of approximately ten (10) percent it is estimated that $2,600,000 in tax increment assistance would be necessary. That level of assistance would overcome enough of the extraordinary site costs described above such that it allows the project to achieve a rate of return sufficient to attract the necessary equity capital to enable the project to move forward. With or without the inclusion of affordable housing units, the proposed project is not financially viable without tax increment assistance. Statutorily, the proposed tax increment assistance could only be applied toward the project’s extraordinary expenses. Staff has requested an updated project proforma from Oppidan reflecting the revised building plans. These latest revisions will likely increase the project’s total cost which may result in a revised request for TIF assistance. It is important to note that when evaluating these types of developments, it is challenging to accurately estimate a project’s precise rate of return upon project stabilization. The objective is to assemble, within certain parameters, a proforma that provides a comfort level to all those investing in the project. Consistent with other recent redevelopment projects with which the EDA has been involved, a "look back" provision would be incorporated into the redevelopment contract with Oppidan. Per the contract, the Redeveloper would be required to submit a final proforma detailing the actual financial performance of the project. The look back provision establishes a cap on the return that the Developer earns on a cash-on-cash basis, once the project reaches stabilized income. The cap is essentially an industry standard for similar projects. The look back provision ensures that if the project cash flows at a higher rate than currently estimated, the EDA shares economically in the success of the project by reducing the amount of TIF assistance provided. Providing tax increment financing assistance to the proposed redevelopment makes it possible to construct a high quality project consistent with the Comprehensive Plan, bring the subject properties to optimal market value and create new employment opportunities as well as provide the community with additional affordable housing units. The proposed amount of TIF assistance is consistent with other developments the EDA has assisted. As a reminder, the tax increment would be generated by the project itself and would only be provided once construction had been completed and the Developer supplies statements verifying that it had incurred the specified qualified costs. The EDA would be obligated to provide assistance to the project only to the extent that the project generates sufficient tax increment to make the bi-annual payments. TIF Note If the City Council/EDA desires to move the proposed 4900 Excelsior project forward, Staff and Ehlers is recommending providing Oppidan a pay-as-you -go TIF N ote in the amount of approximately $2,600,000 to enable the redevelopment to reach financial viability and attain the above return. It will take a little over a year to construct the proposed project. Based upon that schedule, the first increment would likely be paid in 2018. Given current estimates of market value, it is projected that the project’s TIF Note would be paid off in approximately 6.5 to 7 years (on a net present value basis). The proposed project would be financed on a "pay-as-you- go" basis, which is the desired financing method under the City's TIF Policy. The Note would bear interest at 4.5%, which is the Developer’s proposed bank financing rate for the project. The size of the TIF Note is based upon no inflationary value in the project (as with all projects). This is more conservative estimating and thus it is anticipated that the pay-as-you -go note will be retired earlier than the estimated 6.5 to 7 years . As with most of the City’s redevelopment contracts, the Developer will be required to execute a Minimum Assessment Agreement for the value utilized for projecting the amount of TIF assistance available. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 10 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company TIF District The subject site is within the City’s Redevelopment Project Area which is the portion of the city where the EDA may establish TIF districts. The Bally block lies within the current Park Commons TIF District. The period for amending the TIF Plan budget for this district to include Oppidan’s proposed project has expired. Thus, if tax increment assistance were provided to the proposed project, the subject properties would need to be removed from the existing TIF district and a new Redevelopment TIF District would need to be established. In order to determine if the subject site qualified as a Redevelopment District under Minnesota Statutes, Section 469.174, Subdivision 10, consulting firm LHB was retained to conduct a TIF district feasibility analysis. After inspecting and evaluating the subject properties and applying current statutory criteria, LHB concluded in its report that the proposed TIF district qualifies as a Redevelopment District based on the following findings: • The proposed TIF District has a coverage calculation of 74.6 percent which exceeds the 70 percent requirement. • 100 percent of the buildings are structurally substandard which exceeds the 50 percent requirement. • The substandard buildings are reasonably distributed throughout the geographic area of the proposed TIF District. The proposed TIF district would include two parcels: 4900 Excelsior Blvd and 4760 Excelsior Blvd. Such a TIF district would allow up to 26 years of tax increment. Property Value and Taxes The current total market value of the proposed Bally redevelopment site is approximately $2.7 million. The estimated market value of the property upon the proposed project’s completion (for TIF estimation purposes) exceeds $38.7 million. Most of the new value would be captured as tax increment and used to make payments on the TIF Note until it is retired and the TIF district is terminated. It is estimated that 4900 Excelsior would generate over $856,500 in total property taxes annually. The City, County and School District would continue to receive the property taxes collected on the subject site’s base value. The project is estimated to generate a total of $582,000 in new tax increment annually. Once the TIF Note is retired, the additional property taxes generated by the project would accrue to the local taxing jurisdictions. Upon termination of the TIF Note, it is estimated that the City’s portion of the project’s total property taxes would exceed $240,000 annually. It should be noted that the value of the project could be much higher than the estimated $38.7 million once it is assessed for tax purposes. This was a conservative value utilized only for estimating the amount of TIF the project would generate. Should the value of the project at the time of completion be higher than the estimated amount, the principal amount of the TIF Note would be paid back sooner than the projected 6.5 to 7 years and local taxing jurisdictions would receive the benefit of having the full value for tax purposes sooner than anticipated. Conformance and Analysis under the City’s TIF Policy Oppidan’s proposed mixed-use project meets the following Minimum Qualifications as outlined in the City’s TIF Policy: • Promotes neighborhood stabilization and revitalization by the removal of blight and the upgrading of existing housing stock. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 11 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company • Provides a balanced and sustainable housing stock to meet diverse needs both today and in the future. • The project is consistent with the City’s Comprehensive Plan and Zoning Ordinances. • The Developer has demonstrated that the proposed project is not financially feasible “but-for” the use of tax increment financing. • The Developer has a proven track record of successful real estate development performance and has demonstrated the capability to fully complete the project as proposed. The proposed project meets the following “Desired Qualifications” as outlined in the TIF Policy: • Creates a substantially higher ratio of property taxes paid before and after redevelopment and provides a significant increase in taxable market value. • Facilitates new construction on a site which would not be redeveloped without such assistance. • Redevelops underutilized property. • Creates a high quality building (e.g. sound architectural design, quality construction and materials) • Creates new employment opportunities. In addition to the above, the proposed project would have the following additional benefits: • Removes a vacant, structurally obsolete building that is increasingly becoming a blighting nuisance within the neighborhood. • Intensifies the subject site and makes optimal use of the property with an attractive mixed-use development that is walkable and human-scale. • Results in the sale of a long-held vacant EDA property. • Complements, integrates with, and strengthens the surrounding multi-family neighborhoods. • Helps stabilize the retail businesses along Excelsior Blvd by increasing the potential customer base. • Further increases and diversifies the housing options available in the St. Louis Park market. • Incorporates affordable housing. • Incorporates Green Building design and features. • Lies within a Priority Redevelopment Study Area as identified in the City’s Comprehensive Plan. • Incorporates Livable Communities and Transit Oriented Design principles. • Located along an existing transit route and between two future SWLRT station areas. Grading under Project Report Card Oppidan’s TIF application for proposed redevelopment was graded according to the Project Report Card provided within the City’s TIF Policy. The application was graded as follows: • Promotes housing for large families. The residential units in the development will cater to the demands of the market which is for smaller units. No 3 bedroom or larger units are proposed to be included in the project’s unit mix. Since 0% of the units could accommodate large families a grade of “F” was provided. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 12 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company • Provides economic integration of rental or ownership projects. Of the proposed 176 apartment units, 18 (or 10%) would be designated as affordable; therefore a grade of “C” was provided. • Ratio of soft costs to Total Project Costs. Soft costs of the total project were estimated at approximately $6.2 million or 13% of total project costs. Since this is less than 15% of the total development costs as indicated on the scale, a grade of “A” was provided. • Ratio of private to public (TIF) financing. $47 million in private development costs to $2.6 million in TIF resulted in a $18.15 private / $1 public ratio which garnered an “A” on the scale. • The value of the site before and after redevelopment The total market value of the subject redevelopment site is currently less than $2.76 million. The projected market value upon redevelopment exceeds: $38.7 million. This is a ratio of $1:$14 which garnered an “A” on the scale. • New Job Creation in City: The total number of new FTE jobs expected to be created in the city as a result of the proposed project is estimated at 85. This level of job creation garnered an “A” on the scale. The proposed project received bonus points for: assembling all the properties required for the redevelopment, redeveloping blighted/contaminated property, being part of a mixed-use development, adding value to the neighborhood, incorporating livable communities and LEED principles, will likely stimulate further investment in the surrounding neighborhood, being located in one of the City’s Redevelopment Study Areas, and having a positive community impact. Upon calculation of all applicable factors and bonus points, 4900 Excelsior received a final grade of “B-” according to the Project Report Card within the TIF Policy. Conformance with the City’s Business Subsidy Policy Any TIF assistance provided Oppidan’s proposed redevelopment would be exempt from state business subsidy requirements as it relates to housing, pollution control/abatement, and redevelopment (Section 116J.993, Subdivision 3). Therefore, no public subsidy hearing would be required; however, the EDA would still be subject a modified reporting requirements. Summary Oppidan’s proposed redevelopment meets the City’s objectives for the provision of Tax Increment Financing as specified in the City’s TIF Policy. As noted above, the project meets nearly all the Minimum and Desired Qualifications for providing TIF assistance and received a final grade of “B-” according to the Project Report Card within the TIF Policy. Furthermore, it has been demonstrated that the proposed project is not financially viable but for the provision of tax increment financing. Given these findings, Staff supports reimbursing Oppidan for qualified costs up to $2,600,000 in pay-as-you-go tax increment generated by 4900 Excelsior so as to allow the redevelopment to proceed. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 13 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company TRAFFIC SUMMARY: A Traffic Impact study was completed for the mixed use development as originally proposed (183 units and a grocery store). Since this study, the development proposal has been modified. The number of apartments has been reduced to 176 apartment units. The following traffic information reflects the original proposal. The study analyzed the 2016 build conditions. The findings: • The proposed development is expected to generate 3,622 trips over the course of and average weekday, including 174 during the am peak hour and 336 during the pm peak hour. • The forecast traffic from the proposed development will have little impact on the operations of the adjacent streets or the study intersections. All study intersections will operate acceptably through the 2016 build scenarios. Level of Service (LOS) discussion 2015 2016 No- Build 2016 build Intersection AM Peak Hour PM Peak Hour AM Peak Hour PM Peak Hour AM Peak Hour PM Peak Hour Excelsior Blvd/ Quentin Ave C (c) C (d) C (c) C (d) C (c) C (e) Excelsior Blvd/ Princeton Ave A (b) A (b) A (b) A (b) A (b) A (b) Park Commons Dr/ Princeton Ave A (a) A (a) A (a) A (a) A (a) A (a) Park Commons Dr/Quentin Ave A (b) A (a) A (a) A (b) A (a) A (b) Quentin Ave/ Site Access NA NA NA NA A (b) A(b) Park Commons Drive/ Site Access NA NA NA NA A (a) A (a) Princeton Ave/ Site Access NA NA NA NA A (a) A (a) The first letter is the level of Service for the intersection. The second letter (in parentheses) is the Level of Service for the worst operating movement. As the table shows there is very little change between the existing LOS, no-build LOS and the build LOS. The added traffic from the development will not impact the operation of the study intersections. The only change in the LOS to note is the westbound left turns at the Excelsior Blvd/ Quentin Ave intersection. This movement moves to the LOS E range in the 2016 PM peak hour build scenario. The vehicle queue length for this movement is less than four vehicles. In this case the lower level of service is due to the length of the signal cycle and limited green time for that movement as opposed to a capacity issue. The proposed development traffic does not increase the westbound movement; rather, the reduction in LOS is due to the increased overall demand at the intersection. Staff is reviewing the potential for installing flashing yellow arrows at this intersection to improve the LOS for this movement, which would also require Hennepin County review and approval. There are three accesses to the site. The grocery store parking lot has two accesses, with one on Princeton and one on Quentin Ave. The apartment’s access is to Park Commons Drive. This layout provides good access for all uses. Daily Traffic Volumes: Existing average daily traffic volumes were obtained from the most recent MN DOT volume maps. These volumes were then forecast for the 2016 No- build and build scenarios. Special Study Session Meeting of August 17, 2015 (Item No. 1) Page 14 Title: Redevelopment of Former Bally’s Site by Oppidan Investment Company Road Segment Segment Location Capacity Existing 2015 Site volume 2016 Excelsior Blvd West of Quentin Ave 27,200 to 32,000 20,500 21,550 1,550 23,100 Quentin Ave North of Excelsior Blvd 8,500 to 10,000 2,100 2,250 2,350 4,600 Quentin Ave South of Excelsior 8,500 to 10,000 1,850 2,000 450 2,450 The proposed site is expected to add approximately 200 to 1,150 vehicles per day to Park Commons Drive, depending upon the exact location. The proposed site is expected to add approximately 650 to 750 vehicles per day to Princeton Avenue depending upon the exact location. These additional daily volumes are within the capacity of these roads. NEXT STEPS: As with all such TIF applications it is at the EDA’s discretion as to whether it wishes to provide financial assistance at the proposed level. If the EDA supports providing tax increment to Oppidan’s proposed redevelopment project as proposed, Staff would begin negotiating business terms for the provision of the assistance. Such terms would be brought back to the EDA for its review at a subsequent study session and would be incorporated into a Redevelopment Contract requiring formal approval. Staff would also begin the process of formally establishing the proposed TIF district; the vehicle through which the assistance would be provided. The first step of which would be to call for a public hearing date. This could be scheduled in September/October. Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 15 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 16 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 17 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 18 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 19 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 20 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 21 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 22 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 23 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 24 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 25 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 26 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 27 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 28 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 29 Special Study Session Meeting of August 17, 2015 (Item No. 1) Title: Redevelopment of Former Bally’s Site by Oppidan Investment CompanyPage 30 Meeting: Economic Development Authority Meeting Date: August 17, 2015 Minutes: 3a UNOFFICIAL MINUTES ECONOMIC DEVELOPMENT AUTHORITY ST. LOUIS PARK, MINNESOTA AUGUST 3, 2015 1. Call to Order President Mavity called the meeting to order at 7:25 p.m. Commissioners present: President Anne Mavity, Tim Brausen, Gregg Lindberg, Susan Sanger, and Jake Spano. Commissioners absent: Steve Hallfin and Jeff Jacobs. Staff present: Executive Director (Mr. Harmening) and Recording Secretary (Ms. Hughes). 2. Roll Call 3. Approval of Minutes 3a. Economic Development Authority Meeting Minutes July 20, 2015 Commissioner Brausen requested that the first sentence of the second paragraph on page 2 be revised to read “Councilmember Commissioner Brausen stated he would support the application along with this project and disagreed with Councilmember Commissioner Sanger’s characterization of the units as low income units and stated that approximately 60% of the housing stock in St. Louis Park is affordable and the PLACE development comports with the City’s current community character.” President Mavity requested that the third paragraph on page 2 be revised to reflect “Commissioner” and not “Councilmember.” The minutes were approved as amended. 4. Approval of Agenda The agenda was approved as presented. 5. Reports 5a. Approval of EDA Disbursements It was moved by Commissioner Lindberg, seconded by Commissioner Brausen, to accept for filing EDA Disbursements for the period June 27, 2015, through July 24, 2015. The motion passed 5-0 (Commissioners Hallfin and Jacobs absent). 6. Old Business - None Economic Development Authority Meeting of August 17, 2015 (Item No. 3a) Page 2 Title: Economic Development Authority Meeting Minutes of August 3, 2015 7. New Business - None 8. Communications - None 9. Adjournment President Mavity adjourned the meeting at 7:27 p.m. ______________________________________ ______________________________________ Secretary President Meeting: Economic Development Authority Meeting Date: August 17, 2015 Action Agenda Item: 7a EXECUTIVE SUMMARY TITLE: Establishment of The Shoreham Tax Increment Financing District RECOMMENDED ACTION: • Motion to Adopt EDA Resolution approving the establishment of The Shoreham Tax Increment Financing District within Redevelopment Project No. 1 (a redevelopment district). • Motion to Adopt EDA Resolution authorizing an Interfund Loan for advance of certain costs in connection with the administration of The Shoreham TIF District. POLICY CONSIDERATION: Does the EDA support the establishment of The Shoreham Tax Increment Financing District to facilitate the construction of a mixed use redevelopment at the SW corner of CSAH 25 and France Ave? Does the EDA support authorizing an Interfund Loan for advance of certain costs in connection with the administration of The Shoreham TIF District? SUMMARY: Bader Development’s application for Tax Increment Financing (TIF) assistance in connection with its proposed Shoreham redevelopment at the SW corner of CSAH 25 and France Ave was reviewed at the June 1st Study Session where it received consensus support. Constructing The Shoreham project is not financially feasible without TIF assistance. At its June 15th meeting, the City Council set a public hearing date of August 17th for consideration of the proposed Shoreham Redevelopment TIF District. It is now time to take the final step in the TIF process which is to formally authorize the creation of the TIF district. Such authorization enables the EDA to designate tax increment generated from the completed Shoreham development as partial reimbursement to Bader Development for certain qualified costs incurred in connection with the construction of the project so as to make it financially feasible. Establishment of TIF districts also requires a public hearing and the approval of the City Council. Thus, during its meeting Monday evening the City Council will hold a public hearing on this topic, after which it will be asked to approve the establishment of The Shoreham TIF District. FINANCIAL OR BUDGET CONSIDERATION: Authorizing the establishment of The Shoreham TIF District does not, in itself, commit the EDA to any specific level of financial assistance for the proposed project. Procedurally, it simply creates the funding vehicle to reimburse the Redeveloper for a portion of its qualified project costs. The terms and amount of TIF assistance are specified within the staff report pertaining to the Redevelopment Contract with The Shoreham Apartments, LLC which is also scheduled for consideration August 17th. VISION CONSIDERATION: St. Louis Park is committed to providing a well-maintained and diverse housing stock. SUPPORTING DOCUMENTS: Discussion Resolutions Shoreham TIF District Overview Shoreham TIF Plan Prepared by: Greg Hunt, Economic Development Coordinator Reviewed by: Michele Schnitker, Housing Supervisor Kevin Locke, Community Development Director Approved by: Tom Harmening, EDA Executive Director and City Manager Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Page 2 Title: Establishment of The Shoreham Tax Increment Financing District DISCUSSION BACKGROUND: Bader Development (“Redeveloper”) has option agreements to acquire five properties at the SW corner of CSAH 25 and France Ave. These include two commercial properties located at 3907 & 3915 Highway 7, (the ASAP building and Battlefield Store respectively), two single-family homes located at 3031 Glenhurst Ave. and 3914 31st St. and a townhome duplex located at 3918 31st St. The land assemblage creates a 2.23-acre redevelopment site. The Redeveloper proposes to raze the current commercial buildings and residences, remove the contaminated fill material and soils impacting the site, and construct a mixed-use development called The Shoreham. The proposed multi-story building would consist of 148 residential units (of which 20% would be designated for households earning 50% of area median income) and 20,000 square feet of office space (split between Bader Development/Steven Scott Management and a medical office tenant). Also included would be structured underground and surface parking. Request for Tax Increment Assistance Bader Development submitted an application to the EDA for tax increment finance assistance to offset a portion of the $7.8 million of extraordinary costs associated with redeveloping the subject site. Bader Development’s preliminary sources and uses statements, cash flow projections, and investor rate of return (ROR) related to The Shoreham project were reviewed by Staff and Ehlers (the EDA’s financial consultant). The estimates were found to be reasonable and within industry standards for this type of redevelopment. It was also concluded, given the extraordinary costs noted above, that without public financial assistance the project would not generate enough of a return on investment to attract the necessary equity capital to achieve financing (see staff report on Redevelopment Contract with Shoreham Apartments). Upon analysis by Staff and Ehlers, and discussion with Bader Development, it was initially determined that between $1,700,000 and $3,050,000 in tax increment assistance would be necessary (depending if any grants were awarded) to allow the project to achieve a standard return. The EDA/City Council reviewed Bader Development’s TIF Application at the June 1st Special Study Session. Following discussion there was consensus support to favorably consider reimbursing the Redeveloper for qualified costs incurred in connection with the construction of the project up to $3,050,000 in tax increment generated by the project minus any grant awards The EDA has subsequently been informed that the project has been awarded four grants from DEED, the Metropolitan Council and Hennepin County which total $1,849,075. Given these grant awards and further review of the Redeveloper’s most recent financial proforma, the amount of tax increment necessary to make the project financially feasible has been reduced to $1.2 million. Reimbursing the Redeveloper for certain extraordinary costs makes it possible to construct a high quality project consistent with Livable Communities design principles and other objectives listed in the City’s Comprehensive Plan. The proposed amount of assistance is consistent with other similar mixed-use developments the EDA has facilitated in the past. Upon project completion, verification of qualified costs, and issuance of the TIF Note, tax increment generated from the increased value of the property would be disbursed to Bader Development on a "pay-as-you-go" basis. This means the Redeveloper must first incur the Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Page 3 Title: Establishment of The Shoreham Tax Increment Financing District construction costs with its own funds. The increased property taxes generated from the completed project and paid by the Redeveloper (called “tax increment”) is then used to reimburse the Redeveloper for the above extraordinary costs it incurred during construction of the project. This is the preferred financing method under the City's TIF Policy. The Shoreham project met the requirements of a Redevelopment TIF District (25 year TIF District). Under this type of TIF district, the proposed project would generate the proposed $1.2 million in tax increment in approximately 4 years. TIF District Approvals As noted above, the EDA/City Council reviewed Bader Development’s TIF Application for the proposed Shoreham project at the June 1st Special Study Session. Following discussion there was consensus support for favorably considering the project and the Redeveloper’s request for financial assistance. As a result, Staff was directed to call for a public hearing on the proposed TIF District and to begin drafting a formal redevelopment contract with Bader Development. At its June 15th meeting, the City Council set a public hearing date of August 17th for consideration of the proposed The Shoreham Redevelopment TIF District. The Planning Commission reviewed The Shoreham Tax Increment Financing Plan on July 15th, as required by the TIF Act, and determined it was in conformance with the City’s Comprehensive Plan. A report on the potential business terms that would serve as the basis for a redevelopment contract with Bader Development was submitted at the July 27th Study Session. Synopsis of the Proposed TIF District The subject site is located within the boundaries of the City’s Redevelopment Project Area which is the portion of the city where the EDA may statutorily establish TIF districts. Inclusion of the proposed project within a designated Redevelopment Project Area allows the EDA/City Council to establish a TIF district so as to enable the EDA to provide the proposed financial assistance to The Shoreham project. As shown in the attached TIF District maps, the proposed Shoreham TIF District consists of five parcels: 3907 Highway 7, 3915 Highway 7, 3031 Glenhurst Ave. 3914 31st St. and 3918 31st St. Together, these parcels equal approximately 2.2 acres. Attached is an Overview which summarizes the basic elements of the proposed TIF District. Details of the proposed TIF District may be found in the attached The Shoreham TIF District Plan. Both the Overview and TIF Plan were prepared by the EDA’s TIF consultant, Ehlers. In a general sense, TIF plans may be viewed as enabling legislation. They establish the proposed TIF district’s classification, geographic boundaries, maximum duration, maximum budget authority for tax increment revenues and expenditures, fiscal disparities election as well as estimated impact on various taxing jurisdictions along with findings which statutorily qualify the district. The specific mutual obligations between the EDA and the Developer as well as the precise terms of the financial assistance are contained in the separate Contract for Private Redevelopment between the parties (also to be considered August 17th). Both the TIF Plan and the Redevelopment Contract need to be approved in order for economic development or redevelopment projects involving tax increment to proceed. Duration of the Proposed TIF District Under the TIF Act, the duration of redevelopment districts is up to 25 years after receipt of the first increment by the City (a total of 26 years of tax increment). The date of receipt by the City of the first tax increment is expected to be 2017. Thus, the full term of the district is estimated to Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Page 4 Title: Establishment of The Shoreham Tax Increment Financing District terminate in 2043. The EDA and City have the right to decertify the District prior to the legally required date. As previously indicated, the City’s expressed obligations to the Developer will likely be satisfied in approximately 4 years. Once those obligations are satisfied, the City may terminate the district. TIF District Budget It should be noted that the financing uses and project costs reflected within the Uses of Funds (Section 2-10) of the attached TIF Plan is a not-to-exceed budget and not the actual expected project budget. Fiscal Disparities Election within the Proposed TIF District The proposed development will contain commercial property therefore the proposed TIF District is subject to the fiscal disparities calculation. Consistent with the city’s TIF Policy and past practice, The Shoreham TIF District will contribute to fiscal disparities (as opposed to the tax base of the City making the contribution). Qualifications of the Proposed TIF District In order to determine if the subject site qualified as a Redevelopment District under Minnesota Statutes, Section 469.174, Subdivision 10, consulting firm LHB was retained to conduct a TIF district feasibility analysis. After inspecting and evaluating the subject properties and applying current statutory criteria, LHB concluded in its report (Report of Inspection Procedures and Results for Determining Qualifications Of A Tax Increment Financing District As A Redevelopment District: [Encore} Redevelopment District, St. Louis Park, MN dated May 19, 2015) that the proposed project site qualifies as a Redevelopment District based on the following findings: • The proposed TIF District has a coverage calculation of 100 percent which is above the 70 percent requirement. • 60 percent of the buildings are structurally substandard which is above the 50 percent requirement. • The substandard buildings are reasonably distributed. Thus the proposed TIF District met both the “Coverage Test” and the “Condition of Buildings Test” and thereby qualified under Minnesota Statutes Section 479.174, Subdivision 10 as a redevelopment TIF district. Other findings for the qualification of the proposed TIF District are contained in Appendix G of the attached TIF Plan. NEXT STEPS: The Redevelopment Contract with The Shoreham Apartments, LLC which specifies the terms and amount of TIF assistance is also scheduled for EDA consideration August 17th. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Page 5 Title: Establishment of The Shoreham Tax Increment Financing District ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY CITY OF ST. LOUIS PARK HENNEPIN COUNTY STATE OF MINNESOTA RESOLUTION NO. 15-____ RESOLUTION ADOPTING A MODIFICATION TO THE REDEVELOPMENT PLAN FOR REDEVELOPMENT PROJECT NO. 1, ESTABLISHING THE SHOREHAM TAX INCREMENT FINANCING DISTRICT THEREIN AND ADOPTING A TAX INCREMENT FINANCING PLAN THEREFOR. WHEREAS, it has been proposed by the Board of Commissioners (the "Board") of the St. Louis Park Economic Development Authority (the "EDA") and the City of St. Louis Park (the "City") that the EDA adopt a Modification to the Redevelopment Plan (the "Redevelopment Plan Modification") for Redevelopment Project No. 1 (the "Project") and establish the Shoreham Tax Increment Financing District (the "District") and adopt a Tax Increment Financing Plan (the "TIF Plan") therefor (the Redevelopment Plan Modification and the TIF Plan are referred to collectively herein as the "Plans"), all pursuant to and in conformity with applicable law, including Minnesota Statutes, Sections 469.090 to 469.1082, and Sections 469.174 to 469.1794, inclusive, as amended (the "Act"), all as reflected in the Plans and presented for the Board's consideration; and WHEREAS, the EDA has investigated the facts relating to the Plans and has caused the Plans to be prepared; and WHEREAS, the EDA has performed all actions required by law to be performed prior to the adoption of the Plans. The EDA has also requested that the City Planning Commission provide for review of and written comment on the Plans and that the Council schedule a public hearing on the Plans upon published notice as required by law. NOW, THEREFORE, BE IT RESOLVED by the Board as follows: 1. The EDA hereby finds that the Shoreham Tax Increment Financing District is in the public interest and is a "redevelopment district" under Section 469.174, Subd. 10 of the Act, and finds that the adoption of the proposed Plans conform in all respects to the requirements of the Act and will help fulfill a need to develop an area of the State of Minnesota which is already built up, and that the adoption of the proposed Plans will help in the preservation and enhancement of the tax base of the City and the State and promote the construction of high quality housing and commercial space, thereby serving a public purpose. 2. The EDA further finds that the Plans will afford maximum opportunity, consistent with the sound needs for the City as a whole, for the development or redevelopment of the Project by private enterprise, in that the intent is to provide only that public assistance necessary to make the private developments financially feasible. 3. The boundaries of the Project are not being expanded. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Page 6 Title: Establishment of The Shoreham Tax Increment Financing District 4. The reasons and facts supporting the findings in this resolution are described in the Plans. 5. The EDA elects to calculate fiscal disparities for the District in accordance with Section 469.177, Subd. 3, clause b of the Act, which means the fiscal disparities contribution will be taken from inside the District. 6. Conditioned upon the approval thereof by the City Council following its public hearing thereon, the Plans, as presented to the EDA on this date, are hereby approved, established and adopted and shall be placed on file in the office of the Economic Development Coordinator of the City. 7. Upon approval of the Plans by the City Council, the staff, the EDA's advisors and legal counsel are authorized and directed to proceed with the implementation of the Plans and for this purpose to negotiate, draft, prepare and present to this Board for its consideration any further plans, resolutions, documents and contracts necessary for this purpose. Approval of the Plans does not constitute approval of any project or a Development Agreement with any developer. 8. Upon approval of the Plans by the City Council, the Economic Development Coordinator of the City is authorized and directed to forward a copy of the Plans to the Minnesota Department of Revenue and the Office of the State Auditor pursuant to Section 469.175, Subd. 4a of the Act. 9. The Economic Development Coordinator of the City is authorized and directed to forward a copy of the Plans to the Hennepin County Auditor and request that the Auditor certify the original tax capacity of the District as described in the Plans, all in accordance with Section 469.177 of the Act. Reviewed for Administration: Adopted by the Economic Development Authority August 17, 2015 Executive Director President Attest Secretary Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Page 7 Title: Establishment of The Shoreham Tax Increment Financing District ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY CITY OF ST. LOUIS PARK HENNEPIN COUNTY STATE OF MINNESOTA RESOLUTION NO. 15-____ RESOLUTION AUTHORIZING AN INTERFUND LOAN FOR ADVANCE OF CERTAIN COSTS IN CONNECTION WITH THE SHOREHAM TAX INCREMENT FINANCING DISTRICT BE IT RESOLVED by the Board of Commissioners (the "Board") of the St. Louis Park Economic Authority (the "EDA") of the City of St. Louis Park, Minnesota (the “City”), as follows: WHEREAS, the City Council of the City intends to establish the Shoreham Tax Increment Financing District (the "TIF District") within Redevelopment Project No. 1 (the "Project"), and will adopt a Tax Increment Financing Plan (the "TIF Plan") for the purpose of financing certain improvements within the Project, pursuant to Minnesota Statutes, Sections 469.174 to 469.1794, as amended (the “Act”); and WHEREAS, the EDA has determined to use tax increments from the TIF District to pay for certain costs identified in the TIF Plan, which may include land/building acquisition, site improvements/preparation, utilities, other qualifying improvements, interest and administrative costs (collectively, the "Qualified Costs"), which costs may be financed on a temporary basis from EDA funds legally available for such purposes; and WHEREAS, under Section 469.178, Subd. 7 of the Act, the EDA is authorized to advance or loan money from the EDA's general fund or any other fund from which such advances may be legally authorized, in order to finance the Qualified Costs; and WHEREAS, the EDA intends to reimburse itself for the Qualified Costs from tax increments derived from the TIF District in accordance with the terms of this resolution (which terms are referred to collectively as the "Interfund Loan"). NOW THEREFORE BE IT RESOLVED by the Board as follows: 1. The EDA hereby authorizes the advance of up to $50,000 from any legally authorized EDA fund or so much thereof as may be paid as Qualified Costs. The EDA shall reimburse itself for such advances together with interest at the rate of 4%, which rate applies for the duration of the Interfund Loan, and does not exceed the greater of (a) the rate specified under Minnesota Statutes, Section 270C.40 or (b) the rate specified under Minnesota Statutes, Section 549.09. 2. Principal and interest ("Payments") on the Interfund Loan shall be paid semi- annually on each August 1 and February 1 (each a "Payment Date"), commencing on the first Payment Date on which the EDA has Available Tax Increment (defined below), or on any other dates determined by the Executive Director of the EDA, through the date of last receipt of tax increment from the TIF District. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Page 8 Title: Establishment of The Shoreham Tax Increment Financing District 3. Payments on this Interfund Loan are payable solely from "Available Tax Increment," which shall mean, on each Payment Date, tax increment generated in the preceding six (6) months with respect to the property within the TIF District and remitted to the EDA by Hennepin County, all in accordance with the Act. Payments on this Interfund Loan are subordinated to any outstanding or future bonds, notes or contracts secured in whole or in part with Available Tax Increment, and are on parity with any other outstanding or future interfund loans secured in whole or in part with Available Tax Increment. 4. The principal sum and all accrued interest payable under this Interfund Loan are pre- payable in whole or in part at any time by the EDA without premium or penalty. No partial prepayment shall affect the amount or timing of any other regular payment otherwise required to be made under this Interfund Loan. 5. This Interfund Loan is evidence of an internal borrowing by the EDA in accordance with Section 469.178, Subd. 7 of the Act, and is a limited obligation payable solely from Available Tax Increment pledged to the payment hereof under this resolution. This Interfund Loan and the interest hereon shall not be deemed to constitute a general obligation of the State of Minnesota or any political subdivision thereof, including, without limitation, the EDA. Neither the State of Minnesota, nor any political subdivision thereof shall be obligated to pay the principal of or interest on this Interfund Loan or other costs incident hereto except out of Available Tax Increment, and neither the full faith and credit nor the taxing power of the State of Minnesota or any political subdivision thereof is pledged to the payment of the principal of or interest on this Interfund Loan or other costs incident hereto. The EDA shall have no obligation to pay any principal amount of the Interfund Loan or accrued interest thereon, which may remain unpaid after the final Payment Date. 6. The EDA may amend the terms of this Interfund Loan at any time by resolution of the Board, including a determination to forgive the outstanding principal amount and accrued interest to the extent permissible under law. Reviewed for Administration: Adopted by the Economic Development Authority August 17, 2015 Executive Director President Attest Secretary Tax Increment Financing District Overview City of St. Louis Park The Shoreham Tax Increment Financing District The following summary contains an overview of the basic elements of the Tax Increment Financing Plan for the Shoreham Tax Increment Financing District. More detailed information on each of these topics can be found in the complete Tax Increment Financing Plan. Proposed action:  Establishment of the Shoreham Tax Increment Financing District (District) and the adoption of a Tax Increment Financing Plan (TIF Plan).  Modification to the Redevelopment Plan for Redevelopment Project No. 1 includes the establishment of the Shoreham Tax Increment Financing District, which represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project No. 1. Type of TIF District: A redevelopment district Parcel Numbers: 06-028-24-11-0014 06-028-24-11-0015 06-028-24-11-0016 06-028-24-11-0056 06-028-24-11-0007 Proposed Development: The District is being created to facilitate the redevelopment of the parcels into approximately 150 apartments and 20,000 square feet of commercial/office space in the City. Please see Appendix A of the TIF Plan for a more detailed project description. Maximum duration: The duration of the District will be 25 years from the date of receipt of the first increment (26 years of increment). The City elects to receive the first tax increment in 2017. It is estimated that the District, including any modifications of the TIF Plan for subsequent phases or other changes, would terminate after December 31, 2042, or when the TIF Plan is satisfied. Estimated annual tax increment: Up to $492,982 Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 9 Page 2 Authorized uses: The TIF Plan contains a budget that authorizes the maximum amount that may be expended: Land/Building Acquisition .................................................. $2,000,000 Site Improvements/Preparation ........................................... $2,000,000 Public Utilities .................................................................... $2,000,000 Other Qualifying Improvements ......................................... $2,150,030 Administrative Costs (up to 10%) .......................................... $614,658 PROJECT COSTS TOTAL ................................................ $8,764,688 Interest ................................................................................ $4,757,788 PROJECT COSTS TOTAL ........................................... $13,522,476 See Subsection 2-10, on page 2-6 of the TIF Plan for the full budget authorization. Form of financing: The project is proposed to be financed by a $1.2 million pay-as-you-go note. Administrative fee: Up to 10% of annual increment, if costs are justified. Interfund Loan Requirement: If the City wants to pay for administrative expenditures from a tax increment fund, it is recommended that a resolution authorizing a loan from another fund be passed PRIOR to the issuance of the check. 4 Year Activity Rule (§ 469.176 Subd. 6) After four years from the date of certification of the District one of the following activities must have been commenced on each parcel in the District: • Demolition • Rehabilitation • Renovation • Other site preparation (not including utility services such as sewer and water) If the activity has not been started by approximately August 2019, no additional tax increment may be taken from that parcel until the commencement of a qualifying activity. 5 Year Rule (§ 469.1763 Subd. 3) Within 5 years of certification revenues derived from tax increments must be expended or obligated to be expended. Any obligations in the District made after approximately August 2020, will not be eligible for repayment from tax increments. The reasons and facts supporting the findings for the adoption of the TIF Plan for the District, as required pursuant to M.S., Section 469.175, Subd. 3, are included in Exhibit A of the City resolution. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 10 ´ The Shoreham TIF District Legend Parcels Encore TIF District Redevelopment Area June 16, 2015 Prepared by the St. Louis Park Community Development Department 3,500 0 3,5001,750 Feet Subject Area TIF District TIF District Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 11 Page 3 MAP OF REDEVELOPMENT PROJECT NO. 1 AND THE SHOREHAM TAX INCREMENT FINANCING DISTRICT Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 12 As of August 12, 2015 Draft for Public Hearing Modification to the Redevelopment Plan for Redevelopment Project No. 1 and the Tax Increment Financing Plan for the establishment of the Shoreham Tax Increment Financing District (a redevelopment district) within Redevelopment Project No. 1 St. Louis Park Economic Development Authority City of St. Louis Park Hennepin County State of Minnesota Public Hearing: August 17, 2015 Adopted: Prepared by: EHLERS & ASSOCIATES, INC. 3060 Centre Pointe Drive, Roseville, Minnesota 55113-1105 651-697-8500 fax: 651-697-8555 www.ehlers-inc.com Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 13 Table of Contents (for reference purposes only) Section 1 - Modification to the Redevelopment Plan for Redevelopment Project No. 1 .......................................... 1-1 Foreword ............................................................. 1-1 Section 2 - Tax Increment Financing Plan for the The ShorehamTax Increment Financing District .......................... 2-1 Subsection 2-1. Foreword............................................... 2-1 Subsection 2-2. Statutory Authority........................................ 2-1 Subsection 2-3. Statement of Objectives ................................... 2-1 Subsection 2-4. Redevelopment Plan Overview .............................. 2-1 Subsection 2-5. Description of Property in the District and Property To Be Acquired . 2-2 Subsection 2-6. Classification of the District................................. 2-2 Subsection 2-7. Duration and First Year of Tax Increment of the District ........... 2-4 Subsection 2-8. Original Tax Capacity, Tax Rate and Estimated Captured Net Tax Capacity Value/Increment and Notification of Prior Planned Improvements ................ 2-4 Subsection 2-9. Sources of Revenue/Bonds to be Issued ...................... 2-5 Subsection 2-10. Uses of Funds ........................................... 2-6 Subsection 2-11. Fiscal Disparities Election.................................. 2-6 Subsection 2-12. Business Subsidies....................................... 2-7 Subsection 2-13. County Road Costs ....................................... 2-8 Subsection 2-14. Estimated Impact on Other Taxing Jurisdictions................. 2-8 Subsection 2-15. Supporting Documentation ................................ 2-10 Subsection 2-16. Definition of Tax Increment Revenues ....................... 2-10 Subsection 2-17. Modifications to the District................................ 2-10 Subsection 2-18. Administrative Expenses .................................. 2-11 Subsection 2-19. Limitation of Increment ................................... 2-12 Subsection 2-20. Use of Tax Increment .................................... 2-13 Subsection 2-21. Excess Increments ...................................... 2-13 Subsection 2-22. Requirements for Agreements with the Developer .............. 2-13 Subsection 2-23. Assessment Agreements ................................. 2-14 Subsection 2-24. Administration of the District ............................... 2-14 Subsection 2-25. Annual Disclosure Requirements ........................... 2-14 Subsection 2-26. Reasonable Expectations ................................. 2-14 Subsection 2-27. Other Limitations on the Use of Tax Increment................. 2-15 Subsection 2-28. Summary.............................................. 2-15 Appendix A Project Description ...................................................... A-1 Appendix B Map of Redevelopment Project No. 1 and the District ........................... B-1 Appendix C Description of Property to be Included in the District ............................ C-1 Appendix D Estimated Cash Flow for the District ........................................ D-1 Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 14 Appendix E Minnesota Business Assistance Form ....................................... E-1 Appendix F Redevelopment Qualifications for the District .................................. F-1 Appendix G Findings Including But/For Qualifications..................................... G-1 Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 15 St. Louis Park Economic Development Authority Modification to the Redevelopment Plan for Redevelopment Project No. 1 1-1 Section 1 - Modification to the Redevelopment Plan for Redevelopment Project No. 1 Foreword The following text represents a Modification to the Redevelopment Plan for Redevelopment Project No. 1. This modification represents a continuation of the goals and objectives set forth in the Redevelopment Plan for Redevelopment Project No. 1. Generally, the substantive changes include the establishment of the Shoreham Tax Increment Financing District. For further information, a review of the Redevelopment Plan for Redevelopment Project No. 1 is recommended. It is available from the Economic Development Coordinator at the City of St. Louis Park. Other relevant information is contained in the Tax Increment Financing Plans for the Tax Increment Financing Districts located within Redevelopment Project No. 1. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 16 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-1 Section 2 - Tax Increment Financing Plan for the Shoreham Tax Increment Financing District Subsection 2-1. Foreword The St. Louis Park Economic Development Authority (the "EDA"), the City of St. Louis Park (the "City"), staff and consultants have prepared the following information to expedite the establishment of the Shoreham Tax Increment Financing District (the "District"), a redevelopment tax increment financing district, located in Redevelopment Project No. 1. Subsection 2-2. Statutory Authority Within the City, there exist areas where public involvement is necessary to cause development or redevelopment to occur. To this end, the EDA and City have certain statutory powers pursuant to Minnesota Statutes ("M.S."), Sections 469.090 to 469.1082, inclusive, as amended, and M.S., Sections 469.174 to 469.1794, inclusive, as amended (the "Tax Increment Financing Act" or "TIF Act"), to assist in financing public costs related to this project. This section contains the Tax Increment Financing Plan (the "TIF Plan") for the District. Other relevant information is contained in the Modification to the Redevelopment Plan for Redevelopment Project No. 1. Subsection 2-3. Statement of Objectives The District currently consists of five parcels of land and adjacent and internal rights-of-way. The District is being created to facilitate the redevelopment of the parcels into approximately 150 apartments and 20,000 square feet of commercial/office space in the City. Please see Appendix A for further District information. The EDA expects to enter into an agreement with Shoreham Apartments LLC (Bader Development) and development is likely to begin in fall 2015. This TIF Plan is expected to achieve many of the objectives outlined in the Redevelopment Plan for Redevelopment Project No. 1. The activities contemplated in the Modification to the Redevelopment Plan and the TIF Plan do not preclude the undertaking of other qualified development or redevelopment activities. These activities are anticipated to occur over the life of Redevelopment Project No. 1 and the District. Subsection 2-4. Redevelopment Plan Overview 1. Property to be Acquired - Selected property located within the District may be acquired by the EDA or City and is further described in this TIF Plan. 2. Relocation - Relocation services, to the extent required by law, are available pursuant to M.S., Chapter 117 and other relevant state and federal laws. 3. Upon approval of a developer's plan relating to the project and completion of the necessary legal requirements, the EDA or City may sell to a developer selected properties that it may acquire within the District or may lease land or facilities to a developer. 4. The EDA or City may perform or provide for some or all necessary acquisition, construction, relocation, demolition, and required utilities and public street work within the District. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 17 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-2 Subsection 2-5. Description of Property in the District and Property To Be Acquired The District encompasses all property and adjacent rights-of-way and abutting roadways identified by the parcels listed in Appendix C of this TIF Plan. Please also see the map in Appendix B for further information on the location of the District. The EDA or City may acquire any parcel within the District including interior and adjacent street rights of way. Any properties identified for acquisition will be acquired by the EDA or City only in order to accomplish one or more of the following: storm sewer improvements; provide land for needed public streets, utilities and facilities; carry out land acquisition, site improvements, clearance and/or development to accomplish the uses and objectives set forth in this plan. The EDA or City may acquire property by gift, dedication, condemnation or direct purchase from willing sellers in order to achieve the objectives of this TIF Plan. Such acquisitions will be undertaken only when there is assurance of funding to finance the acquisition and related costs. Subsection 2-6. Classification of the District The EDA and City, in determining the need to create a tax increment financing district in accordance with M.S., Sections 469.174 to 469.1794, as amended, inclusive, find that the District, to be established, is a redevelopment district pursuant to M.S., Section 469.174, Subd. 10(a)(1) as defined below: (a) "Redevelopment district" means a type of tax increment financing district consisting of a project, or portions of a project, within which the authority finds by resolution that one or more of the following conditions, reasonably distributed throughout the district, exists: (1) parcels consisting of 70 percent of the area in the district are occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance; (2) The property consists of vacant, unused, underused, inappropriately used, or infrequently used rail yards, rail storage facilities or excessive or vacated railroad rights-of-way; (3) tank facilities, or property whose immediately previous use was for tank facilities, as defined in Section 115C, Subd. 15, if the tank facility: (i) have or had a capacity of more than one million gallons; (ii) are located adjacent to rail facilities; or (iii) have been removed, or are unused, underused, inappropriately used or infrequently used; or (4) a qualifying disaster area, as defined in Subd. 10b. (b) For purposes of this subdivision, "structurally substandard" shall mean containing defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors, which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance. (c) A building is not structurally substandard if it is in compliance with the building code applicable Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 18 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-3 to new buildings or could be modified to satisfy the building code at a cost of less than 15 percent of the cost of constructing a new structure of the same square footage and type on the site. The municipality may find that a building is not disqualified as structurally substandard under the preceding sentence on the basis of reasonably available evidence, such as the size, type, and age of the building, the average cost of plumbing, electrical, or structural repairs or other similar reliable evidence. The municipality may not make such a determination without an interior inspection of the property, but need not have an independent, expert appraisal prepared of the cost of repair and rehabilitation of the building. An interior inspection of the property is not required, if the municipality finds that (1) the municipality or authority is unable to gain access to the property after using its best efforts to obtain permission from the party that owns or controls the property; and (2) the evidence otherwise supports a reasonable conclusion that the building is structurally substandard. (d) A parcel is deemed to be occupied by a structurally substandard building for purposes of the finding under paragraph (a) or by the improvement described in paragraph (e) if all of the following conditions are met: (1) the parcel was occupied by a substandard building or met the requirements of paragraph (e), as the case may be, within three years of the filing of the request for certification of the parcel as part of the district with the county auditor; (2) the substandard building or the improvements described in paragraph (e) were demolished or removed by the authority or the demolition or removal was financed by the authority or was done by a developer under a development agreement with the authority; (3) the authority found by resolution before the demolition or removal that the parcel was occupied by a structurally substandard building or met the requirement of paragraph (e) and that after demolition and clearance the authority intended to include the parcel within a district; and (4) upon filing the request for certification of the tax capacity of the parcel as part of a district, the authority notifies the county auditor that the original tax capacity of the parcel must be adjusted as provided by § 469.177, subdivision 1, paragraph (f). (e) For purposes of this subdivision, a parcel is not occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures unless 15 percent of the area of the parcel contains buildings, streets, utilities, paved or gravel parking lots or other similar structures. (f) For districts consisting of two or more noncontiguous areas, each area must qualify as a redevelopment district under paragraph (a) to be included in the district, and the entire area of the district must satisfy paragraph (a). In meeting the statutory criteria the EDA and City rely on the following facts and findings: • The District is a redevelopment district consisting of five parcels. • An inventory shows that parcels consisting of more than 70 percent of the area in the District are occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures. • An inspection of the buildings located within the District finds that more than 50 percent of the buildings are structurally substandard as defined in the TIF Act. (See Appendix F). Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 19 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-4 Pursuant to M.S., Section 469.176, Subd. 7, the District does not contain any parcel or part of a parcel that qualified under the provisions of M.S., Sections 273.111 or 273.112 or Chapter 473H for taxes payable in any of the five calendar years before the filing of the request for certification of the District. Subsection 2-7. Duration and First Year of Tax Increment of the District Pursuant to M.S., Section 469.175, Subd. 1, and Section 469.176, Subd. 1, the duration and first year of tax increment of the District must be indicated within the TIF Plan. Pursuant to M.S., Section 469.176, Subd. 1b., the duration of the District will be 25 years after receipt of the first increment by the EDA (a total of 26 years of tax increment). The EDA elects to receive the first tax increment in 2017, which is no later than four years following the year of approval of the District. Thus, it is estimated that the District, including any modifications of the TIF Plan for subsequent phases or other changes, will terminate after 2042, or when the TIF Plan is satisfied. The EDA reserves the right to decertify the District prior to the legally required date. Subsection 2-8. Original Tax Capacity, Tax Rate and Estimated Captured Net Tax Capacity Value/Increment and Notification of Prior Planned Improvements Pursuant to M.S., Section 469.174, Subd. 7 and M.S., Section 469.177, Subd. 1, the Original Net Tax Capacity (ONTC) as certified for the District will be based on the market values placed on the property by the assessor in 2015 for taxes payable 2016. Pursuant to M.S., Section 469.177, Subds. 1 and 2, the County Auditor shall certify in each year (beginning in the payment year 2017) the amount by which the original value has increased or decreased as a result of: 1. Change in tax exempt status of property; 2. Reduction or enlargement of the geographic boundaries of the district; 3. Change due to adjustments, negotiated or court-ordered abatements; 4. Change in the use of the property and classification; 5. Change in state law governing class rates; or 6. Change in previously issued building permits. In any year in which the current Net Tax Capacity (NTC) value of the District declines below the ONTC, no value will be captured and no tax increment will be payable to the EDA or City. The original local tax rate for the District will be the local tax rate for taxes payable 2016, assuming the request for certification is made before June 30, 2016. The ONTC and the Original Local Tax Rate for the District appear in the table below. Pursuant to M.S., Section 469.174 Subd. 4 and M.S., Section 469.177, Subd. 1, 2, and 4, the estimated Captured Net Tax Capacity (CTC) of the District, within Redevelopment Project No. 1, upon completion of the projects within the District, will annually approximate tax increment revenues as shown in the table below. The EDA and City request 100 percent of the available increase in tax capacity for repayment of its obligations and current expenditures, beginning in the tax year payable 2017. The Project Tax Capacity (PTC) listed is an estimate of values when the projects within the District are completed. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 20 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-5 Project Estimated Tax Capacity upon Completion (PTC)$449,150 Original Estimated Net Tax Capacity (ONTC)$30,990 Fiscal Disparities Contribution $39,083 Estimated Captured Tax Capacity (CTC)$379,077 Original Local Tax Rate 1.30048 Pay 2015 Estimated Annual Tax Increment (CTC x Local Tax Rate) $492,982 Percent Retained by the EDA 100% Pursuant to M.S., Section 469.177, Subd. 4, the EDA shall, after a due and diligent search, accompany its request for certification to the County Auditor or its notice of the District enlargement pursuant to M.S., Section 469.175, Subd. 4, with a listing of all properties within the District or area of enlargement for which building permits have been issued during the eighteen (18) months immediately preceding approval of the TIF Plan by the municipality pursuant to M.S., Section 469.175, Subd. 3. The County Auditor shall increase the original net tax capacity of the District by the net tax capacity of improvements for which a building permit was issued. The City has reviewed the area to be included in the District and found no parcels for which building permits have been issued during the 18 months immediately preceding approval of the TIF Plan by the City. Subsection 2-9. Sources of Revenue/Bonds to be Issued The costs outlined in the Uses of Funds will be financed primarily through the annual collection of tax increments. The EDA or City reserves the right to incur bonds or other indebtedness as a result of the TIF Plan. As presently proposed, the projects within the District will be financed by a pay-as-you-go note. Any refunding amounts will be deemed a budgeted cost without a formal TIF Plan Modification. This provision does not obligate the EDA or City to incur debt. The EDA or City will issue bonds or incur other debt only upon the determination that such action is in the best interest of the City. The total estimated tax increment revenues for the District are shown in the table below: SOURCES OF FUNDS TOTAL Tax Increment $12,293,160 Interest $1,229,316 TOTAL $13,522,476 The EDA or City may issue bonds (as defined in the TIF Act) secured in whole or in part with tax increments from the District in a maximum principal amount of $8,764,688. Such bonds may be in the form of pay-as- you-go notes, revenue bonds or notes, general obligation bonds, or interfund loans. This estimate of total bonded indebtedness is a cumulative statement of authority under this TIF Plan as of the date of approval. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 21 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-6 Subsection 2-10. Uses of Funds Currently under consideration for the District is a proposal to facilitate the redevelopment of the five existing parcels into approximately 150 apartments and 20,000 square feet of commercial/office space in the City. The EDA and City have determined that it will be necessary to provide assistance to the project for certain costs of Redevelopment Project No. 1, as described. The EDA has studied the feasibility of the development or redevelopment of property in and around the District. To facilitate the establishment and development or redevelopment of the District, this TIF Plan authorizes the use of tax increment financing to pay for the cost of certain eligible expenses. The estimate of public costs and uses of funds associated with the District is outlined in the following table. USES OF TAX INCREMENT FUNDS TOTAL Land/Building Acquisition $2,000,000 Site Improvements/Preparation $2,000,000 Utilities $2,000,000 Other Qualifying Improvements $2,150,030 Administrative Costs (up to 10%)$614,658 PROJECT COST TOTAL $8,764,688 Interest $4,757,788 PROJECT AND INTEREST COSTS TOTAL $13,522,476 The total project cost, including financing costs (interest) listed in the table above does not exceed the total projected tax increments for the District as shown in Subsection 2-9. Estimated costs associated with the District are subject to change among categories without a modification to this TIF Plan. The cost of all activities to be considered for tax increment financing will not exceed, without formal modification, the budget above pursuant to the applicable statutory requirements. Pursuant to M.S., Section 469.1763, Subd. 2, no more than 25 percent of the tax increment paid by property within the District will be spent on activities related to development or redevelopment outside of the District but within the boundaries of Redevelopment Project No. 1, (including administrative costs, which are considered to be spent outside of the District) subject to the limitations as described in this TIF Plan. Subsection 2-11. Fiscal Disparities Election Pursuant to M.S., Section 469.177, Subd. 3, the EDA may elect one of two methods to calculate fiscal disparities. If the calculations pursuant to M.S., Section 469.177, Subd. 3, clause b, (within the District) are followed, the following method of computation shall apply: (1) The original net tax capacity shall be determined before the application of the fiscal disparity provisions of Chapter 276A or 473F. The current net tax capacity shall exclude any fiscal disparity commercial-industrial net tax capacity increase between the original year and the current year multiplied by the fiscal disparity ratio determined pursuant to M.S., Section 276A.06, subdivision 7 or M.S., Section 473F.08, subdivision 6. Where the original net tax capacity is equal to or greater than the current net tax capacity, there is no captured tax capacity Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 22 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-7 and no tax increment determination. Where the original tax capacity is less than the current tax capacity, the difference between the original net tax capacity and the current net tax capacity is the captured net tax capacity. This amount less any portion thereof which the authority has designated, in its tax increment financing plan, to share with the local taxing districts is the retained captured net tax capacity of the authority. (2) The county auditor shall exclude the retained captured net tax capacity of the authority from the net tax capacity of the local taxing districts in determining local taxing district tax rates. The local tax rates so determined are to be extended against the retained captured net tax capacity of the authority as well as the net tax capacity of the local taxing districts. The tax generated by the extension of the less of (A) the local taxing district tax rates or (B) the original local tax rate to the retained captured net tax capacity of the authority is the tax increment of the authority. The EDA will choose to calculate fiscal disparities by clause b. According to M.S., Section 469.177, Subd. 3: (c) The method of computation of tax increment applied to a district pursuant to paragraph (a) or (b) shall remain the same for the duration of the district, except that the governing body may elect to change its election from the method of computation in paragraph (a) to the method in paragraph (b). Subsection 2-12. Business Subsidies Pursuant to M.S., Section 116J.993, Subd. 3, the following forms of financial assistance are not considered a business subsidy: (1) A business subsidy of less than $150,000; (2) Assistance that is generally available to all businesses or to a general class of similar businesses, such as a line of business, size, location, or similar general criteria; (3) Public improvements to buildings or lands owned by the state or local government that serve a public purpose and do not principally benefit a single business or defined group of businesses at the time the improvements are made; (4) Redevelopment property polluted by contaminants as defined in M.S., Section 116J.552, Subd. 3; (5) Assistance provided for the sole purpose of renovating old or decaying building stock or bringing it up to code and assistance provided for designated historic preservation districts, provided that the assistance is equal to or less than 50% of the total cost; (6) Assistance to provide job readiness and training services if the sole purpose of the assistance is to provide those services; (7) Assistance for housing; (8) Assistance for pollution control or abatement, including assistance for a tax increment financing hazardous substance subdistrict as defined under M.S., Section 469.174, Subd. 23; (9) Assistance for energy conservation; (10) Tax reductions resulting from conformity with federal tax law; (11) Workers' compensation and unemployment compensation; (12) Benefits derived from regulation; (13) Indirect benefits derived from assistance to educational institutions; (14) Funds from bonds allocated under chapter 474A, bonds issued to refund outstanding bonds, and bonds issued for the benefit of an organization described in section 501 (c) (3) of the Internal Revenue Code of 1986, as amended through December 31, 1999; Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 23 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-8 (15) Assistance for a collaboration between a Minnesota higher education institution and a business; (16) Assistance for a tax increment financing soils condition district as defined under M.S., Section 469.174, Subd. 19; (17) Redevelopment when the recipient's investment in the purchase of the site and in site preparation is 70 percent or more of the assessor's current year's estimated market value; (18) General changes in tax increment financing law and other general tax law changes of a principally technical nature; (19) Federal assistance until the assistance has been repaid to, and reinvested by, the state or local government agency; (20) Funds from dock and wharf bonds issued by a seaway port authority; (21) Business loans and loan guarantees of $150,000 or less; (22) Federal loan funds provided through the United States Department of Commerce, Economic Development Administration; and (23) Property tax abatements granted under M.S., Section 469.1813 to property that is subject to valuation under Minnesota Rules, chapter 8100. The EDA will comply with M.S., Sections 116J.993 to 116J.995 to the extent the tax increment assistance under this TIF Plan does not fall under any of the above exemptions. Subsection 2-13. County Road Costs Pursuant to M.S., Section 469.175, Subd. 1a, the county board may require the EDA or City to pay for all or part of the cost of county road improvements if the proposed development to be assisted by tax increment will, in the judgment of the county, substantially increase the use of county roads requiring construction of road improvements or other road costs and if the road improvements are not scheduled within the next five years under a capital improvement plan or within five years under another county plan. If the county elects to use increments to improve county roads, it must notify the EDA or City within forty- five days of receipt of this TIF Plan. In the opinion of the EDA and City and consultants, the proposed development outlined in this TIF Plan may have an impact upon county roads, therefore the TIF Plan was forwarded to the county 45 days prior to the public hearing. The EDA and City are aware that the county could claim that tax increment should be used for county roads, even after the public hearing. Subsection 2-14. Estimated Impact on Other Taxing Jurisdictions The estimated impact on other taxing jurisdictions assumes that the redevelopment contemplated by the TIF Plan would occur without the creation of the District. However, the EDA has determined that such development or redevelopment would not occur "but for" tax increment financing and that, therefore, the fiscal impact on other taxing jurisdictions is $0. The estimated fiscal impact of the District would be as follows if the "but for" test was not met: Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 24 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-9 IMPACT ON TAX BASE 2014/Pay 2015 Total Net Tax Capacity Estimated Captured Tax Capacity (CTC) Upon Completion Percent of CTC to Entity Total Hennepin County 1,354,654,515 379,077 0.0280% City of St. Louis Park 51,886,847 379,077 0.7306% St. Louis Park ISD No. 283 49,130,597 379,077 0.7716% IMPACT ON TAX RATES Pay 2015 Extension Rates Percent of Total CTC Potential Taxes Hennepin County 0.463980 35.68% 379,077 175,884 City of St. Louis Park 0.494330 38.01% 379,077 187,389 St. Louis Park ISD No. 283 0.226940 17.45% 379,077 86,028 Other 0.115230 8.86%379,077 43,681 Total 1.300480 100.00%492,982 The estimates listed above display the captured tax capacity when all construction is completed. The tax rate used for calculations is the actual Pay 2015 rate. The total net capacity for the entities listed above are based on actual Pay 2015 figures. The District will be certified under the actual Pay 2016 rates, which were unavailable at the time this TIF Plan was prepared. Pursuant to M.S. Section 469.175 Subd. 2(b): (1) Estimate of total tax increment. It is estimated that the total amount of tax increment that will be generated over the life of the District is $12,293,160; (2) Probable impact of the District on city provided services and ability to issue debt. An impact of the District on police protection is not expected. With any addition of new residents or businesses, police calls for service will be increased. New developments add an increase in traffic, and additional overall demands to the call load. The City does not expect that the proposed development, in and of itself, will necessitate new capital investment in vehicles or require that the City expand its staff. The probable impact of the District on fire protection is not expected to be significant. Typically new buildings generate few calls, if any, and are of superior construction. The impact of the District on public infrastructure is expected to be minimal. The probable impact of any District general obligation tax increment bonds on the ability to issue debt for general fund purposes is expected to be minimal. It is not anticipated that there will be any general obligation debt issued in relation to this project, therefore there will be no impact on the City's ability to issue future debt or on the City's debt limit. (3) Estimated amount of tax increment attributable to school district levies. It is estimated that the Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 25 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-10 amount of tax increments over the life of the District that would be attributable to school district levies, assuming the school district's share of the total local tax rate for all taxing jurisdictions remained the same, is $2,145,156; (4) Estimated amount of tax increment attributable to county levies. It is estimated that the amount of tax increments over the life of the District that would be attributable to county levies, assuming the county's share of the total local tax rate for all taxing jurisdictions remained the same, is $4,386,199; (5) Additional information requested by the county or school district. The City is not aware of any standard questions in a county or school district written policy regarding tax increment districts and impact on county or school district services. The county or school district must request additional information pursuant to M.S. Section 469.175 Subd. 2(b) within 15 days after receipt of the tax increment financing plan. No requests for additional information from the county or school district regarding the proposed development for the District have been received. Subsection 2-15. Supporting Documentation Pursuant to M.S. Section 469.175, Subd. 1 (a), clause 7 the TIF Plan must contain identification and description of studies and analyses used to make the determination set forth in M.S. Section 469.175, Subd. 3, clause (b)(2) and the findings are required in the resolution approving the District. Following is a list of reports and studies on file at the City that support the EDA and City's findings: • A list of applicable studies will be listed here prior to the public hearing. Subsection 2-16. Definition of Tax Increment Revenues Pursuant to M.S., Section 469.174, Subd. 25, tax increment revenues derived from a tax increment financing district include all of the following potential revenue sources: 1. Taxes paid by the captured net tax capacity, but excluding any excess taxes, as computed under M.S., Section 469.177; 2. The proceeds from the sale or lease of property, tangible or intangible, to the extent the property was purchased by the Authority with tax increments; 3. Principal and interest received on loans or other advances made by the Authority with tax increments; 4. Interest or other investment earnings on or from tax increments; 5. Repayments or return of tax increments made to the Authority under agreements for districts for which the request for certification was made after August 1, 1993; and 6. The market value homestead credit paid to the Authority under M.S., Section 273.1384. Subsection 2-17. Modifications to the District In accordance with M.S., Section 469.175, Subd. 4, any: 1. Reduction or enlargement of the geographic area of the District, if the reduction does not meet the requirements of M.S., Section 469.175, Subd. 4(e); 2. Increase in amount of bonded indebtedness to be incurred; 3. A determination to capitalize interest on debt if that determination was not a part of the original TIF Plan; Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 26 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-11 4. Increase in the portion of the captured net tax capacity to be retained by the EDA or City; 5. Increase in the estimate of the cost of the District, including administrative expenses, that will be paid or financed with tax increment from the District; or 6. Designation of additional property to be acquired by the EDA or City, shall be approved upon the notice and after the discussion, public hearing and findings required for approval of the original TIF Plan. Pursuant to M.S. Section 469.175 Subd. 4(f), the geographic area of the District may be reduced, but shall not be enlarged after five years following the date of certification of the original net tax capacity by the county auditor. If a redevelopment district is enlarged, the reasons and supporting facts for the determination that the addition to the district meets the criteria of M.S., Section 469.174, Subd. 10, must be documented in writing and retained. The requirements of this paragraph do not apply if (1) the only modification is elimination of parcel(s) from the District and (2)(A) the current net tax capacity of the parcel(s) eliminated from the District equals or exceeds the net tax capacity of those parcel(s) in the District's original net tax capacity or (B) the EDA agrees that, notwithstanding M.S., Section 469.177, Subd. 1, the original net tax capacity will be reduced by no more than the current net tax capacity of the parcel(s) eliminated from the District. The EDA or City must notify the County Auditor of any modification to the District. Modifications to the District in the form of a budget modification or an expansion of the boundaries will be recorded in the TIF Plan. Subsection 2-18. Administrative Expenses In accordance with M.S., Section 469.174, Subd. 14, administrative expenses means all expenditures of the EDA or City, other than: 1. Amounts paid for the purchase of land; 2. Amounts paid to contractors or others providing materials and services, including architectural and engineering services, directly connected with the physical development of the real property in the District; 3. Relocation benefits paid to or services provided for persons residing or businesses located in the District; or 4. Amounts used to pay principal or interest on, fund a reserve for, or sell at a discount bonds issued pursuant to M.S., Section 469.178; or 5. Amounts used to pay other financial obligations to the extent those obligations were used to finance costs described in clauses (1) to (3). For districts for which certification was requested after July 31, 2001, no tax increment may be used to pay any administrative expenses for District costs which exceed ten percent of total estimated tax increment expenditures authorized by the TIF Plan or the total tax increments, as defined in M.S., Section 469.174, Subd. 25, clause (1), from the District, whichever is less. Pursuant to M.S., Section 469.176, Subd. 4h, tax increments may be used to pay for the County's actual administrative expenses incurred in connection with the District and are not subject to the percentage limits of M.S., Section 469.176, Subd. 3. The county may require payment of those expenses by February 15 of the year following the year the expenses were incurred. Pursuant to M.S., Section 469. 177, Subd. 11, the County Treasurer shall deduct an amount (currently .36 Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 27 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-12 percent) of any increment distributed to the EDA or City and the County Treasurer shall pay the amount deducted to the State Commissioner of Management and Budget for deposit in the state general fund to be appropriated to the State Auditor for the cost of financial reporting of tax increment financing information and the cost of examining and auditing authorities' use of tax increment financing. This amount may be adjusted annually by the Commissioner of Revenue. Subsection 2-19. Limitation of Increment The tax increment pledged to the payment of bonds and interest thereon may be discharged and the District may be terminated if sufficient funds have been irrevocably deposited in the debt service fund or other escrow account held in trust for all outstanding bonds to provide for the payment of the bonds at maturity or redemption date. Pursuant to M.S., Section 469.176, Subd. 6: if, after four years from the date of certification of the original net tax capacity of the tax increment financing district pursuant to M.S., Section 469.177, no demolition, rehabilitation or renovation of property or other site preparation, including qualified improvement of a street adjacent to a parcel but not installation of utility service including sewer or water systems, has been commenced on a parcel located within a tax increment financing district by the authority or by the owner of the parcel in accordance with the tax increment financing plan, no additional tax increment may be taken from that parcel and the original net tax capacity of that parcel shall be excluded from the original net tax capacity of the tax increment financing district. If the authority or the owner of the parcel subsequently commences demolition, rehabilitation or renovation or other site preparation on that parcel including qualified improvement of a street adjacent to that parcel, in accordance with the tax increment financing plan, the authority shall certify to the county auditor that the activity has commenced and the county auditor shall certify the net tax capacity thereof as most recently certified by the commissioner of revenue and add it to the original net tax capacity of the tax increment financing district. The county auditor must enforce the provisions of this subdivision. The authority must submit to the county auditor evidence that the required activity has taken place for each parcel in the district. The evidence for a parcel must be submitted by February 1 of the fifth year following the year in which the parcel was certified as included in the district. For purposes of this subdivision, qualified improvements of a street are limited to (1) construction or opening of a new street, (2) relocation of a street, and (3) substantial reconstruction or rebuilding of an existing street. The EDA or City or a property owner must improve parcels within the District by approximately August 2019 and report such actions to the County Auditor. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 28 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-13 Subsection 2-20. Use of Tax Increment The EDA hereby determines that it will use 100 percent of the captured net tax capacity of taxable property located in the District for the following purposes: 1. To pay the principal of and interest on bonds issued to finance a project; 2. To finance, or otherwise pay the cost of redevelopment of the Redevelopment Project No. 1 pursuant to M.S., Sections 469.090 to 469.1082; 3. To pay for project costs as identified in the budget set forth in the TIF Plan; 4. To finance, or otherwise pay for other purposes as provided in M.S., Section 469.176, Subd. 4; 5. To pay principal and interest on any loans, advances or other payments made to or on behalf of the EDA or City or for the benefit of Redevelopment Project No. 1 by a developer; 6. To finance or otherwise pay premiums and other costs for insurance or other security guaranteeing the payment when due of principal of and interest on bonds pursuant to the TIF Plan or pursuant to M.S., Chapter 462C. M.S., Sections 469.152 through 469.165, and/or M.S., Sections 469.178; and 7. To accumulate or maintain a reserve securing the payment when due of the principal and interest on the tax increment bonds or bonds issued pursuant to M.S., Chapter 462C, M.S., Sections 469.152 through 469.165, and/or M.S., Sections 469.178. These revenues shall not be used to circumvent any levy limitations applicable to the City nor for other purposes prohibited by M.S., Section 469.176, Subd. 4. Tax increments generated in the District will be paid by Hennepin County to the EDA for the Tax Increment Fund of said District. The EDA will pay to the developer(s) annually an amount not to exceed an amount as specified in a developer's agreement to reimburse the costs of land acquisition, public improvements, demolition and relocation, site preparation, and administration. Remaining increment funds will be used for administrative expenses as described in Subsection 2-18 (up to 10 percent) and for the costs of public improvement activities outside the District. Subsection 2-21. Excess Increments Excess increments, as defined in M.S., Section 469.176, Subd. 2, shall be used only to do one or more of the following: 1. Prepay any outstanding bonds; 2. Discharge the pledge of tax increment for any outstanding bonds; 3. Pay into an escrow account dedicated to the payment of any outstanding bonds; or 4. Return the excess to the County Auditor for redistribution to the respective taxing jurisdictions in proportion to their local tax rates. The EDA must spend or return the excess increments under paragraph (c) within nine months after the end of the year. In addition, the EDA may, subject to the limitations set forth herein, choose to modify the TIF Plan in order to finance additional public costs in Redevelopment Project No. 1 or the District. Subsection 2-22. Requirements for Agreements with the Developer The EDA will review any proposal for private development to determine its conformance with the Redevelopment Plan and with applicable municipal ordinances and codes. To facilitate this effort, the following documents may be requested for review and approval: site plan, construction, mechanical, and electrical system drawings, landscaping plan, grading and storm drainage plan, signage system plan, and any Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 29 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-14 other drawings or narrative deemed necessary by the EDA or City to demonstrate the conformity of the development to City plans and ordinances. Pursuant to M.S., Section 469.176, Subd. 5, no more than 25 percent, by acreage, of the property to be acquired in the District as set forth in the TIF Plan shall at any time be owned by the EDA or City as a result of acquisition with the proceeds of bonds issued pursuant to M.S., Section 469.178 to which tax increments from property acquired are pledged, unless prior to acquisition in excess of 25 percent of the acreage, the EDA or City entered into an agreement for the development or redevelopment of the property acquired and which provides recourse for the EDA or City should the development or redevelopment not be completed. Subsection 2-23. Assessment Agreements Pursuant to M.S., Section 469.177, Subd. 8, the EDA or City may enter into a written assessment agreement in recordable form with the developer of property within the District which establishes a minimum market value of the land and completed improvements for the duration of the District. The assessment agreement shall be presented to the County Assessor who shall review the plans and specifications for the improvements to be constructed, review the market value previously assigned to the land upon which the improvements are to be constructed and, so long as the minimum market value contained in the assessment agreement appears, in the judgment of the assessor, to be a reasonable estimate, the County Assessor shall also certify the minimum market value agreement. Subsection 2-24. Administration of the District Administration of the District will be handled by the Economic Development Coordinator. Subsection 2-25. Annual Disclosure Requirements Pursuant to M.S., Section 469.175, Subds. 5, 6, and 6b the EDA or City must undertake financial reporting for all tax increment financing districts to the Office of the State Auditor, County Board and County Auditor on or before August 1 of each year. M.S., Section 469.175, Subd. 5 also provides that an annual statement shall be published in a newspaper of general circulation in the City on or before August 15. If the City fails to make a disclosure or submit a report containing the information required by M.S., Section 469.175 Subd. 5 and Subd. 6, the OSA will direct the County Auditor to withhold the distribution of tax increment from the District. Subsection 2-26. Reasonable Expectations As required by the TIF Act, in establishing the District, the determination has been made that the anticipated development would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIF Plan. In making said determination, reliance has been placed upon written representation made by the developer to such effects and upon EDA and City staff awareness of the feasibility of developing the project site(s) within the District. A comparative analysis of estimated market values both with and without establishment of the District and the use of tax increments has been performed as described above. Such analysis is included with the cashflow in Appendix D, and indicates that the increase in estimated market value of the proposed development (less the indicated subtractions) exceeds the estimated market value of the site absent the establishment of the District and the Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 30 St. Louis Park Economic Development Authority Tax Increment Financing Plan for the Shoreham Tax Increment Financing District 2-15 use of tax increments. Subsection 2-27. Other Limitations on the Use of Tax Increment 1. General Limitations. All revenue derived from tax increment shall be used in accordance with the TIF Plan. The revenues shall be used to finance, or otherwise pay the cost of redevelopment of the Redevelopment Project No. 1 pursuant to M.S., Sections 469.090 to 469.1082. Tax increments may not be used to circumvent existing levy limit law. No tax increment may be used for the acquisition, construction, renovation, operation, or maintenance of a building to be used primarily and regularly for conducting the business of a municipality, county, school district, or any other local unit of government or the state or federal government. This provision does not prohibit the use of revenues derived from tax increments for the construction or renovation of a parking structure. 2. Pooling Limitations. At least 75 percent of tax increments from the District must be expended on activities in the District or to pay bonds, to the extent that the proceeds of the bonds were used to finance activities within said district or to pay, or secure payment of, debt service on credit enhanced bonds. Not more than 25 percent of said tax increments may be expended, through a development fund or otherwise, on activities outside of the District except to pay, or secure payment of, debt service on credit enhanced bonds. For purposes of applying this restriction, all administrative expenses must be treated as if they were solely for activities outside of the District. 3. Five Year Limitation on Commitment of Tax Increments. Tax increments derived from the District shall be deemed to have satisfied the 75 percent test set forth in paragraph (2) above only if the five year rule set forth in M.S., Section 469.1763, Subd. 3, has been satisfied; and beginning with the sixth year following certification of the District, 75 percent of said tax increments that remain after expenditures permitted under said five year rule must be used only to pay previously committed expenditures or credit enhanced bonds as more fully set forth in M.S., Section 469.1763, Subd. 5. 4. Redevelopment District. At least 90 percent of the revenues derived from tax increment from a redevelopment district must be used to finance the cost of correcting conditions that allow designation of redevelopment and renewal and renovation districts under M.S., Section 469.176 Subd. 4j. These costs include, but are not limited to, acquiring properties containing structurally substandard buildings or improvements or hazardous substances, pollution, or contaminants, acquiring adjacent parcels necessary to provide a site of sufficient size to permit development, demolition and rehabilitation of structures, clearing of the land, the removal of hazardous substances or remediation necessary for development of the land, and installation of utilities, roads, sidewalks, and parking facilities for the site. The allocated administrative expenses of the EDA or City, including the cost of preparation of the development action response plan, may be included in the qualifying costs. Subsection 2-28. Summary The St. Louis Park Economic Development Authority is establishing the District to preserve and enhance the tax base, redevelop substandard areas, and provide employment opportunities in the City. The TIF Plan for the District was prepared by Ehlers & Associates, Inc., 3060 Centre Pointe Drive, Roseville, Minnesota 55113, telephone (651) 697-8500. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 31 Appendix A-1 Appendix A Project Description The District is being created to facilitate the redevelopment of properties located at the southwest corner of County Road 25 and France Avenue. Development will consist of approximately 150 residential rental units and 20,000 square feet of office space. Construction will begin in 2015 with an anticipated completion date in spring of 2017. The City’s EDA will be providing tax increment on a pay-as-you-go basis. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 32 Appendix B-1 Appendix B Map of Redevelopment Project No. 1 and the District Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 33 ´ The Shoreham TIF District Legend Parcels Encore TIF District Redevelopment Area June 16, 2015 Prepared by the St. Louis Park Community Development Department 3,500 0 3,5001,750 Feet Subject Area TIF District TIF District Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 34 39073915 3031 391839143907 3915 Hwy 7 PID: 0602824110007 3907 Hwy 7 PID: 0602824110056 3031 Glenhurst Ave PID: 0602824110016 3918 31st St W PID: 0602824110015 3914 31st St W PID: 0602824110014 31ST HIGHW A Y 7 MINNETONKA FRANCESER VICE D R H I G H W A Y 7 GLENHURSTHUNTINGTONHIGH W A Y 7 MIN N E T O N K A ´ The Shoreham TIF District Legend Parcels Roads Surrounding Roads Encore TIF District June 16, 2015 Prepared by the St. Louis Park Community Development Department 220 0 220110 FeetTIF District Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 35 Appendix C-1 Appendix C Description of Property to be Included in the District The District encompasses all property and adjacent rights-of-way and abutting roadways identified by the parcels listed below. Parcel Numbers Address Owner 06-028-24-11-0014 3914 31st St W Wofford 06-028-24-11-0015 3918 31st St W Gambucci 06-028-24-11-0016 3031 Glenhurst Ave Klumpner 06-028-24-11-0056 3907 Highway 7 PP&W 06-028-24-11-0007 3915 Highway 7 Johnsen Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 36 Appendix D-1 Appendix D Estimated Cash Flow for the District Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 37 The Shoreham - No InflationCity of St. Louis Park150 Apartments & 20,000 Sq/Ft RetailASSUMPTIONS AND RATESDistrictType:RedevelopmentDistrict Name/Number:County District #:Exempt Class Rate (Exempt)0.00%First Year Construction or Inflation on Value2015Commercial Industrial Preferred Class Rate (C/I Pref.)Existing District - Specify No. Years RemainingFirst $150,0001.50%Inflation Rate - Every Year:0.00%Over $150,0002.00%Interest Rate:4.00%Commercial Industrial Class Rate (C/I)2.00%Present Value Date:1-Aug-16Rental Housing Class Rate (Rental)1.25%First Period Ending1-Feb-17Affordable Rental Housing Class Rate (Aff. Rental)Tax Year District was Certified:Pay 2016First $100,000 0.75%Cashflow Assumes First Tax Increment For Development: 2017 Over $100,000 0.25%Years of Tax Increment 26 Non-Homestead Residential (Non-H Res. 1 Unit)Assumes Last Year of Tax Increment2042First $500,0001.00%Fiscal Disparities Election [Outside (A), Inside (B), or NA]Inside(B)Over $500,0001.25%Incremental or Total Fiscal DisparitiesIncrementalHomestead Residental Class Rate (Hmstd. Res.)Fiscal Disparities Contribution Ratio35.0050% Pay 2015First $500,0001.00%Fiscal Disparities Metro-Wide Tax Rate161.6250% Pay 2015Over $500,0001.25%Maximum/Frozen Local Tax Rate: 130.048% Pay 2015Agricultural Non-Homestead1.00%Current Local Tax Rate: (Use lesser of Current or Max.) 130.048% Pay 2015State-wide Tax Rate (Comm./Ind. only used for total taxes) 50.8400% Pay 2015Market Value Tax Rate (Used for total taxes)0.23783% Pay 2015Building Total PercentageTax Year Property CurrentClassAfterLandMarket Market Of Value Used Original OriginalTaxOriginalAfterConversionMap # PIDOwner Address Market Value ValueValue for District Market Value Market Value Class Tax Capacity Conversion Orig. Tax Cap.106‐028‐24‐11‐0007 3915 Hwy 7448,000 137,000 585,000100% 585,000 Pay 2016 C/I Pref.10,950 Rental7,313 206‐028‐24‐11‐0056 3907 Hwy 71,103,000 25,000 1,128,000100% 1,128,000 Pay 2016 C/I Pref.21,810 Rental14,100 306‐028‐24‐11‐0016 3031 Glenhurst Ave98,000 68,100 166,100100% 166,100 Pay 2016 Non-H Res. 1 Unit1,661 Rental2,076 406‐028‐24‐11‐0015 3918 31st St W81,200 351,700 432,900100% 432,900 Pay 2016 Rental5,411 Rental5,411 506‐028‐24‐11‐0014 3914 31st St W73,500 93,700 167,200100% 167,200 Pay 2016 Hmstd. Res.1,672 Rental2,090 1,803,700 675,500 2,479,2002,479,200 41,50430,990Note:1. Base values are for pay 2016 based upon review of County website on 5-20-15Area/ PhaseTax Rates BASE VALUE INFORMATION (Original Tax Capacity)Prepared by Ehlers & Associates, Inc. - Estimates OnlyN:\Minnsota\St. Louis Park\Housing - Economic - Redevelopment\TIF\TIF Districts\The Shoreham\TIF Run 5-20-15Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing DistrictPage 38 The Shoreham - No InflationCity of St. Louis Park150 Apartments & 20,000 Sq/Ft RetailEstimated TaxableTotal Taxable PropertyPercentage Percentage Percentage Percentage First YearMarket Value Market Value TotalMarketTaxProject Project Tax Completed Completed Completed Completed Full TaxesArea/Phase New Use Per Sq. Ft./Unit Per Sq. Ft./Unit Sq. Ft./UnitsValueClass Tax CapacityCapacity/Unit 2015201620172018 PayableApt180,000180,000 150 27,000,000 Rental337,5002,250 10%100%100%100%2018Medical Office 325325 10,000 3,250,000 C/I Pref. 64,2506 10%100%100%100%2018Bader Office 237237 10,000 2,370,000C/I47,4005 10%100%100%100%2018TOTAL32,620,000449,150 Subtotal Residential150 27,000,000337,500 Subtotal Commercial/Ind.20,000 5,620,000111,650 Note:1. Market values are based upon estimates from City Assessor on May 21, 2015 .Total Fiscal Local Local Fiscal State-wide MarketTax Disparities Tax PropertyDisparities PropertyValueTotal Taxes PerNew UseCapacityTax CapacityCapacityTaxesTaxesTaxesTaxesTaxes Sq. Ft./UnitApt337,5000337,500 438,9120064,214 503,126 3,354.17Medical Office 64,250 22,491 41,759 54,307 36,351 32,6657,729 131,052 13.11Bader Office 47,400 16,592 30,808 40,065 26,817 24,0985,63796,6179.66TOTAL 449,150 39,083 410,067 533,284 63,168 56,76377,580 730,795Note: 1. Taxes and tax increment will vary signficantly from year to year depending upon values, rates, state law, fiscal disparities and other factors which cannot be predicted.Total Property Taxes730,795Current Market Value - Est.2,479,200less State-wide Taxes(56,763)New Market Value - Est.32,620,000less Fiscal Disp. Adj.(63,168) Difference30,140,800less Market Value Taxes(77,580)Present Value of Tax Increment7,311,283less Base Value Taxes(40,302) Difference22,829,517Annual Gross TIF 492,982Value likely to occur without Tax Increment is less than:22,829,517 WHAT IS EXCLUDED FROM TIF?MARKET VALUE BUT / FOR ANALYSISTAX CALCULATIONSPROJECT INFORMATION (Project Tax Capacity)Prepared by Ehlers & Associates, Inc. - Estimates OnlyN:\Minnsota\St. Louis Park\Housing - Economic - Redevelopment\TIF\TIF Districts\The Shoreham\TIF Run 5-20-15Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing DistrictPage 39 The Shoreham - No InflationCity of St. Louis Park150 Apartments & 20,000 Sq/Ft RetailTAX INCREMENT CASH FLOWProject Original Fiscal CapturedLocal Annual Semi-Annual State Admin. Semi-Annual Semi-Annual PERIOD% of TaxTax Disparities TaxTax Gross Tax Gross Tax AuditoratNet Tax Present ENDING Tax PaymentOTC Capacity Capacity Incremental CapacityRate Increment Increment 0.36%5% Increment Value Yrs. Year Date- - - - 02/01/17100% 44,915 (30,990) (3,908) 10,017 130.048% 13,027 6,513 (23) (324) 6,165 5,926 0.5 2017 08/01/17100% 44,915 (30,990) (3,908) 10,017 130.048% 13,027 6,513 (23) (324) 6,165 11,736 1 2017 02/01/18100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 227,290 1.5 2018 08/01/18100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 438,619 2 2018 02/01/19100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 645,803 2.5 2019 08/01/19100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 848,925 3 2019 02/01/20100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 1,048,065 3.5 2020 08/01/20100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 1,243,299 4 2020 02/01/21100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 1,434,706 4.5 2021 08/01/21100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 1,622,359 5 2021 02/01/22100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 1,806,333 5.5 2022 08/01/22100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 1,986,700 6 2022 02/01/23100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 2,163,530 6.5 2023 08/01/23100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 2,336,892 7 2023 02/01/24100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 2,506,856 7.5 2024 08/01/24100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 2,673,487 8 2024 02/01/25100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 2,836,850 8.5 2025 08/01/25100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 2,997,011 9 2025 02/01/26100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 3,154,031 9.5 2026 08/01/26100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 3,307,972 10 2026 02/01/27100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 3,458,894 10.5 2027 08/01/27100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 3,606,858 11 2027 02/01/28100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 3,751,920 11.5 2028 08/01/28100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 3,894,138 12 2028 02/01/29100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,033,567 12.5 2029 08/01/29100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,170,262 13 2029 02/01/30100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,304,277 13.5 2030 08/01/30100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,435,665 14 2030 02/01/31100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,564,476 14.5 2031 08/01/31100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,690,761 15 2031 02/01/32100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,814,570 15.5 2032 08/01/32100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 4,935,952 16 2032 02/01/33100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,054,953 16.5 2033 08/01/33100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,171,622 17 2033 02/01/34100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,286,002 17.5 2034 08/01/34100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,398,140 18 2034 02/01/35100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,508,079 18.5 2035 08/01/35100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,615,862 19 2035 02/01/36100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,721,532 19.5 2036 08/01/36100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,825,130 20 2036 02/01/37100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 5,926,697 20.5 2037 08/01/37100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,026,272 21 2037 02/01/38100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,123,895 21.5 2038 08/01/38100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,219,603 22 2038 02/01/39100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,313,435 22.5 2039 08/01/39100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,405,427 23 2039 02/01/40100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,495,615 23.5 2040 08/01/40100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,584,035 24 2040 02/01/41100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,670,722 24.5 2041 08/01/41100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,755,708 25 2041 02/01/42100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,839,028 25.5 2042 08/01/42100% 449,150 (30,990) (39,083) 379,077 130.048% 492,982 246,491 (887) (12,280) 233,323 6,920,714 26 2042 02/01/43 Total12,337,575 (44,415) (614,658) 11,678,502 Present Value From 08/01/2016 Present Value Rate 4.00%7,311,283 (26,321) (364,248) 6,920,714 Prepared by Ehlers & Associates, Inc. - Estimates OnlyN:\Minnsota\St. Louis Park\Housing - Economic - Redevelopment\TIF\TIF Districts\The Shoreham\TIF Run 5-20-15Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing DistrictPage 40 Appendix E-1 Appendix E Minnesota Business Assistance Form (Minnesota Department of Employment and Economic Development) A Minnesota Business Assistance Form (MBAF) should be used to report and/or update each calendar year's activity by April 1 of the following year. Please see the Minnesota Department of Employment and Economic Development (DEED) website at http://www.deed.state.mn.us/Community/subsidies/MBAFForm.htm for information and forms. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 41 Appendix F-1 Appendix F Redevelopment Qualifications for the District Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 42 Report of Inspection Procedures and Results for Determining Qualifications of a Tax Increment Financing District as a Redevelopment District St. Louis Park Encore Redevelopment TIF District St. Louis Park, Minnesota May 19, 2015 Prepared For the City of St. Louis Park Prepared by: LHB, Inc. 701 Washington Avenue North, Suite 200 Minneapolis, Minnesota 55401 LHB Project No. 150264 Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 43 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 1 of 12 Final Report TABLE OF CONTENTS PART 1 – EXECUTIVE SUMMARY ................................................................................ 2 Purpose of Evaluation ................................................................................ 2 Scope of Work ........................................................................................... 3 Conclusion ................................................................................................. 3 PART 2 – MINNESOTA STATUTE 469.174, SUBDIVISION 10 REQUIREMENTS ....... 3 A. Coverage Test ...................................................................................... 4 B. Condition of Buildings Test ................................................................... 4 C. Distribution of Substandard Buildings ................................................... 5 PART 3 – PROCEDURES FOLLOWED ......................................................................... 6 PART 4 – FINDINGS ...................................................................................................... 6 A. Coverage Test ...................................................................................... 6 B. Condition of Building Test ..................................................................... 7 1. Building Inspection .................................................................... 7 2. Replacement Cost ..................................................................... 8 3. Code Deficiencies ..................................................................... 8 4. System Condition Deficiencies .................................................. 9 C. Distribution of Substandard Structures ................................................. 9 PART 5 - TEAM CREDENTIALS .................................................................................. 11 APPENDIX A Property Condition Assessment Summary Sheet APPENDIX B Building Code, Condition Deficiency and Context Analysis Reports APPENDIX C Building Replacement Cost Reports Code Deficiency Cost Reports Photographs Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 44 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 2 of 12 Final Report PART 1 – EXECUTIVE SUMMARY PURPOSE OF EVALUATION LHB was hired by the City of St. Louis Park to inspect and evaluate the properties within a Tax Increment Financing Redevelopment District (“TIF District”) proposed to be established by the City. The proposed TIF District is bounded by Service Drive Highway 7, Glenhurst Avenue, 31st Street West, and France Avenue South (Diagram 1). The purpose of LHB’s work is to determine whether the proposed TIF District meets the statutory requirements for coverage, and whether five (5) buildings on five (5) parcels and one (1) right of way parcel, located within the proposed TIF District, meet the qualifications required for a Redevelopment District. Diagram 1 – Proposed TIF District Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 45 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 3 of 12 Final Report SCOPE OF WORK The proposed TIF District consists of five (5) parcels and one (1) right of way parcel with five (5) buildings. Five (5) buildings were inspected on April 24, 2015. Building Code, Condition Deficiency and Context Analysis Reports for the buildings that were determined to be substandard are located in Appendix B. CONCLUSION After inspecting and evaluating the properties within the proposed TIF District and applying current statutory criteria for a Redevelopment District under Minnesota Statutes, Section 469.174, Subdivision 10, it is our professional opinion that the proposed TIF District qualifies as a Redevelopment District because: • The proposed TIF District has a coverage calculation of 100 percent which is above the 70 percent requirement. • 60 percent of the buildings are structurally substandard which is above the 50 percent requirement. • The substandard buildings are reasonably distributed. The remainder of this report describes our process and findings in detail. PART 2 – MINNESOTA STATUTE 469.174, SUBDIVISION 10 REQUIREMENTS The properties were inspected in accordance with the following requirements under Minnesota Statutes, Section 469.174, Subdivision 10(c), which states: INTERIOR INSPECTION “The municipality may not make such determination [that the building is structurally substandard] without an interior inspection of the property...” EXTERIOR INSPECTION AND OTHER MEANS “An interior inspection of the property is not required, if the municipality finds that (1) the municipality or authority is unable to gain access to the property after using its best efforts to obtain permission from the party that owns or controls the property; and (2) the evidence otherwise supports a reasonable conclusion that the building is structurally substandard.” DOCUMENTATION “Written documentation of the findings and reasons why an interior inspection was not conducted must be made and retained under section 469.175, subdivision 3(1).” Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 46 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 4 of 12 Final Report QUALIFICATION REQUIREMENTS Minnesota Statutes, Section 469.174, Subdivision 10 (a) (1) requires three tests for occupied parcels: A. COVERAGE TEST …“parcels consisting of 70 percent of the area of the district are occupied by buildings, streets, utilities, or paved or gravel parking lots…” The coverage required by the parcel to be considered occupied is defined under Minnesota Statutes, Section 469.174, Subdivision 10(e), which states: “For purposes of this subdivision, a parcel is not occupied by buildings, streets, utilities, paved or gravel parking lots, or other similar structures unless 15 percent of the area of the parcel contains buildings, streets, utilities, paved or gravel parking lots, or other similar structures.” B. CONDITION OF BUILDINGS TEST Minnesota Statutes, Section 469.174, Subdivision 10(a) states, “…and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance;” 1. Structurally substandard is defined under Minnesota Statutes, Section 469.174, Subdivision 10(b), which states: “For purposes of this subdivision, ‘structurally substandard’ shall mean containing defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors, which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance.” a. We do not count energy code deficiencies toward the thresholds required by Minnesota Statutes, Section 469.174, Subdivision 10(b) defined as “structurally substandard”, due to concerns expressed by the State of Minnesota Court of Appeals in the Walser Auto Sales, Inc. vs. City of Richfield case filed November 13, 2001. 2. Buildings are not eligible to be considered structurally substandard unless they meet certain additional criteria, as set forth in Subdivision 10(c) which states: “A building is not structurally substandard if it is in compliance with the building code applicable to new buildings or could be modified to satisfy the building code at a cost of less than 15 percent of the cost of constructing a new structure of the same square footage and type on the site. The municipality may find that a building is not disqualified as structurally substandard under the preceding sentence on the basis of reasonably available evidence, such as the size, type, and age of the building, the average cost of plumbing, electrical, or structural repairs, or other similar reliable evidence.” “Items of evidence that support such a conclusion [that the building is not disqualified] include recent fire or police inspections, on-site property tax appraisals or housing inspections, exterior evidence of deterioration, or other similar reliable evidence.” Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 47 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 5 of 12 Final Report LHB counts energy code deficiencies toward the 15 percent code threshold required by Minnesota Statutes, Section 469.174, Subdivision 10(c)) for the following reasons: • The Minnesota energy code is one of ten building code areas highlighted by the Minnesota Department of Labor and Industry website where minimum construction standards are required by law. • The index page of the 2007 Minnesota Building Code lists the Minnesota Energy Code as a “Required Enforcement” area compared to an additional list of “Optional Enforcement” chapters. • Chapter 11 of the 2015 Minnesota Residential Code incorporates Minnesota Rules, Chapters, 1322 and 1323 Minnesota Energy Code. • The Senior Building Code Representative for the Construction Codes and Licensing Division of the Minnesota Department of Labor and Industry confirmed that the Minnesota Energy Code is being enforced throughout the State of Minnesota. • In a January 2002 report to the Minnesota Legislature, the Management Analysis Division of the Minnesota Department of Administration confirmed that the construction cost of new buildings complying with the Minnesota Energy Code is higher than buildings built prior to the enactment of the code. • Proper TIF analysis requires a comparison between the replacement value of a new building built under current code standards with the repairs that would be necessary to bring the existing building up to current code standards. In order for an equal comparison to be made, all applicable code chapters should be applied to both scenarios. Since current construction estimating software automatically applies the construction cost of complying with the Minnesota Energy Code, energy code deficiencies should also be identified in the existing structures. C. DISTRIBUTION OF SUBSTANDARD BUILDINGS Minnesota Statutes, Section 469.174, Subdivision 10, defines a Redevelopment District and requires one or more of the following conditions, “reasonably distributed throughout the district.” (1) “Parcels consisting of 70 percent of the area of the district are occupied by buildings, streets, utilities, paved or gravel parking lots, or other similar structures and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance; (2) the property consists of vacant, unused, underused, inappropriately used, or infrequently used rail yards, rail storage facilities, or excessive or vacated railroad rights-of-way; (3) tank facilities, or property whose immediately previous use was for tank facilities…” Our interpretation of the distribution requirement is that the substandard buildings must be reasonably distributed throughout the district as compared to the location of all buildings in the district. For example, if all of the buildings in a district are located on one half of the area of the district, with the other half occupied by parking lots (meeting the required 70 percent coverage for the district), we would evaluate the distribution of the substandard Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 48 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 6 of 12 Final Report buildings compared with only the half of the district where the buildings are located. If all of the buildings in a district are located evenly throughout the entire area of the district, the substandard buildings must be reasonably distributed throughout the entire area of the district. We believe this is consistent with the opinion expressed by the State of Minnesota Court of Appeals in the Walser Auto Sales, Inc. vs. City of Richfield case filed November 13, 2001. PART 3 – PROCEDURES FOLLOWED LHB inspected five (5) of the five (5) buildings during the day of April 24, 2015. PART 4 – FINDINGS A. COVERAGE TEST 1. The total square foot area of the parcel in the proposed TIF District was obtained from City records, GIS mapping and site verification. 2. The total square foot area of buildings and site improvements on the parcels in the proposed TIF District was obtained from City records, GIS mapping and site verification. 3. The percentage of coverage for each parcel in the proposed TIF District was computed to determine if the 15 percent minimum requirement was met. The total square footage of parcels meeting the 15 percent requirement was divided into the total square footage of the entire district to determine if the 70 percent requirement was met. FINDING: The proposed TIF District met the coverage test under Minnesota Statutes, Section 469.174, Subdivision 10(e), which resulted in parcels consisting of 100 percent of the area of the proposed TIF District being occupied by buildings, streets, utilities, paved or gravel parking lots, or other similar structures (Diagram 2). This exceeds the 70 percent area coverage requirement for the proposed TIF District under Minnesota Statutes, Section 469.174, Subdivision (a) (1). Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 49 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 7 of 12 Final Report Diagram 2 – Coverage Diagram Shaded area depicts a parcel more than 15 percent occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures B. CONDITION OF BUILDING TEST 1. BUILDING INSPECTION The first step in the evaluation process is the building inspection. After an initial walk- thru, the inspector makes a judgment whether or not a building “appears” to have enough defects or deficiencies of sufficient total significance to justify substantial renovation or clearance. If it does, the inspector documents with notes and photographs code and non- code deficiencies in the building. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 50 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 8 of 12 Final Report 2. REPLACEMENT COST The second step in evaluating a building to determine if it is substandard to a degree requiring substantial renovation or clearance is to determine its replacement cost. This is the cost of constructing a new structure of the same square footage and type on site. Replacement costs were researched using R.S. Means Cost Works square foot models for 2015. A replacement cost was calculated by first establishing building use (office, retail, residential, etc.), building construction type (wood, concrete, masonry, etc.), and building size to obtain the appropriate median replacement cost, which factors in the costs of construction in St. Louis Park, Minnesota. Replacement cost includes labor, materials, and the contractor’s overhead and profit. Replacement costs do not include architectural fees, legal fees or other “soft” costs not directly related to construction activities. Replacement cost for each building is tabulated in Appendix A. 3. CODE DEFICIENCIES The next step in evaluating a building is to determine what code deficiencies exist with respect to such building. Code deficiencies are those conditions for a building which are not in compliance with current building codes applicable to new buildings in the State of Minnesota. Minnesota Statutes, Section 469.174, Subdivision 10(c), specifically provides that a building cannot be considered structurally substandard if its code deficiencies are not at least 15 percent of the replacement cost of the building. As a result, it was necessary to determine the extent of code deficiencies for each building in the proposed TIF District. The evaluation was made by reviewing all available information with respect to such buildings contained in City Building Inspection records and making interior and exterior inspections of the buildings. LHB utilizes the current Minnesota State Building Code as the official code for our evaluations. The Minnesota State Building Code is actually a series of provisional codes written specifically for Minnesota only requirements, adoption of several international codes, and amendments to the adopted international codes. After identifying the code deficiencies in each building, we used R.S. Means Cost Works 2015; Unit and Assembly Costs to determine the cost of correcting the identified deficiencies. We were then able to compare the correction costs with the replacement cost of each building to determine if the costs for correcting code deficiencies meet the required 15 percent threshold. FINDING: Three (3) out of five (5) buildings (60 percent) in the proposed TIF District contained code deficiencies exceeding the 15 percent threshold required by Minnesota Statutes, Section 469.174, Subdivision 10(c). Building Code, Condition Deficiency and Context Analysis reports for the buildings in the proposed TIF District can be found in Appendix B of this report. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 51 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 9 of 12 Final Report 4. SYSTEM CONDITION DEFICIENCIES If a building meets the minimum code deficiency threshold under Minnesota Statutes, Section 469.174, Subdivision 10(c), then in order for such building to be “structurally substandard” under Minnesota Statutes, Section 469.174, Subdivision 10(b), the building’s defects or deficiencies should be of sufficient total significance to justify “substantial renovation or clearance.” Based on this definition, LHB re-evaluated each of the buildings that met the code deficiency threshold under Minnesota Statutes, Section 469.174, Subdivision 10(c), to determine if the total deficiencies warranted “substantial renovation or clearance” based on the criteria we outlined above. System condition deficiencies are a measurement of defects or substantial deterioration in site elements, structure, exterior envelope, mechanical and electrical components, fire protection and emergency systems, interior partitions, ceilings, floors and doors. The evaluation of system condition deficiencies was made by reviewing all available information contained in City records, and making interior and exterior inspections of the buildings. LHB only identified system condition deficiencies that were visible upon our inspection of the building or contained in City records. We did not consider the amount of “service life” used up for a particular component unless it was an obvious part of that component’s deficiencies. After identifying the system condition deficiencies in each building, we used our professional judgment to determine if the list of defects or deficiencies is of sufficient total significance to justify “substantial renovation or clearance.” FINDING: In our professional opinion, three(3) out of five (5) buildings (60 percent) in the proposed TIF District are structurally substandard to a degree requiring substantial renovation or clearance, because of defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance. This exceeds the 50 percent requirement of Subdivision 10a(1). C. DISTRIBUTION OF SUBSTANDARD STRUCTURES Much of this report has focused on the condition of individual buildings as they relate to requirements identified by Minnesota Statutes, Section 469.174, Subdivision 10. It is also important to look at the distribution of substandard buildings throughout the geographic area of the proposed TIF District (Diagram 3). Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 52 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 10 of 12 Final Report FINDING: The parcels with substandard buildings are reasonably distributed compared to all parcels that contain buildings. Diagram 3 – Substandard Buildings Shaded green area depicts parcels with buildings. Hatched area depicts parcels with substandard buildings. Shaded orange area depicts substandard buildings. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 53 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 11 of 12 Final Report PART 5 - TEAM CREDENTIALS Michael A. Fischer, AIA, LEED AP - Project Principal/TIF Analyst Michael has 28 years of experience as project principal, project manager, project designer and project architect on planning, urban design, educational, commercial and governmental projects. He has become an expert on Tax Increment Finance District analysis assisting over 100 cities with strategic planning for TIF Districts. He is a Senior Vice President at LHB and currently leads the Minneapolis office. Michael completed a two-year Bush Fellowship, studying at MIT and Harvard in 1999, earning Masters degrees in City Planning and Real Estate Development from MIT. He has served on more than 50 committees, boards and community task forces, including a term as a City Council President and as Chair of a Metropolitan Planning Organization. Most recently, he served as Chair of the Edina, Minnesota planning commission. Michael has also managed and designed several award- winning architectural projects, and was one of four architects in the Country to receive the AIA Young Architects Citation in 1997. Philip Waugh – Project Manager/TIF Analyst Philip is a project manager with 13 years of experience in historic preservation, building investigations, material research, and construction methods. He previously worked as a historic preservationist and also served as the preservation specialist at the St. Paul Heritage Preservation Commission. Currently, Phil sits on the Board of Directors for the Preservation Alliance of Minnesota. His current responsibilities include project management of historic preservation projects, performing building condition surveys and analysis, TIF analysis, writing preservation specifications, historic design reviews, writing Historic Preservation Tax Credit applications, preservation planning, and grant writing. Phil Fisher – Inspector For 35 years, Phil Fisher worked in the field of Building Operations in Minnesota including White Bear Lake Area Schools. At the University of Minnesota he earned his Bachelor of Science in Industrial Technology. He is a Certified Playground Safety Inspector, Certified Plant Engineer, and is trained in Minnesota Enterprise Real Properties (MERP) Facility Condition Assessment (FCA). His FCA training was recently applied to the Minnesota Department of Natural Resources Facilities Condition Assessment project involving over 2,000 buildings. M:\15Proj\150264\400 Design\406 Reports\Final Report\150264 St Louis Park Encore Redevelopment TIF Report.docx Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 54 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 12 of 12 Final Report APPENDICES APPENDIX A Property Condition Assessment Summary Sheet APPENDIX B Building Code and Condition Deficiencies Reports APPENDIX C Building Replacement Cost Reports Code Deficiency Cost Reports Photographs Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 55 APPENDIX A Property Condition Assessment Summary Sheet Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 56 St. Louis Park Encore Redevelopment TIF District - St. Louis Park, MinnesotaProperty Condition Assessment Summary SheetTIF Map No.PID # Property AddressImproved or VacantSurvey Method UsedSite Area(S.F.)Coverage Area of Improvements(S.F.)Coverage Percent of ImprovementsCoverageQuantity(S.F.)No. of BuildingsBuildingReplacementCost15% of Replacement CostBuilding Code DeficienciesNo. of Buildings Exceeding 15% CriteriaNo. of buildings determined substandardA602824110007 3915 Highway 7 Improved Interior/Exterior 21,999 15,211 69.1% 21,999 1 $629,590 $94,439 $125,374 1 1B602824110056 3907 Highway 7 Improved Interior/Exterior52,171 36,527 70.0% 52,171 1 $1,591,112 $238,667 $588,292 1 1C602824110016 3031 Glenhurst Ave Improved Interior/Exterior 9,781 2,709 27.7% 9,781 1 $162,964 $24,445 $36,954 1 1D602824110015 3918 31st St W Improved Interior/Exterior 4,873 4,597 94.3% 4,873 1 $398,894 $59,834 $4,800 0 0E602824110014 3914 31st St W Improved Interior/Exterior 4,873 2,322 47.6% 4,873 1 $128,345 $19,252 $13,250 0 0FR.O.W. N/A Improved Exterior 3,372 3,372 100.0% 3,372 0TOTALS 97,06997,069 5 33100.0% 60.0%M:\15Proj\150264\400 Design\406 Reports\Final Report\[150264 20150420 St Louis Park Encore Redevelopment TIF Summary Spreadsheet.xlsx]Property InfoPercent of buildings determined substandard: 60.0%Total Coverage Percent:Percent of buildings exceeding 15 percent code deficiency threshold: St. Louis Park Encore Redevelopment TIF DistrictLHB Project Number 150264Page 1 of 1Property Condition Assessment Summary SheetEconomic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing DistrictPage 57 APPENDIX B Building Code, Condition Deficiency and Context Analysis Reports Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 58 St. Louis Park Encore Redevelopment TIF District Building Code, Condition Deficiency and Context Analysis Report May 8, 2015 Map No. & Address: Map A - 3915 Highway 7 St. Louis Park, MN 55416 Inspection Date(s) & Time(s): April 24, 2015 2:30 PM Inspection Type: Interior and Exterior Summary of Deficiencies: It is our professional opinion that this building is Substandard because: - Substantial renovation is required to correct Conditions found. - Building Code deficiencies total more than 15% of replacement cost, NOT including energy code deficiencies. Estimated Replacement Cost: $629,590 Estimated Cost to Correct Building Code Deficiencies: $123,874 Percentage of Replacement Cost for Building Code Deficiencies: 19.7% Defects in Structural Elements 1. Significant crack in the floor three feet in from the main entrance. Combination of Deficiencies 1. Essential Utilities and Facilities a. Accessible parking is needed. b. Accessible route from parking lot is lacking. c. Threshold on main entrance is higher than allowed by code. d. Exit door landings on west side of building are not flush with threshold. e. Restrooms are non-compliant. f. Door hardware is non-compliant. g. Staff sink is non-compliant. h. There is not an accessible drinking fountain in the building. 2. Light and Ventilation a. Power exhaust is needed in restrooms. 3. Fire Protection/Adequate Egress a. There is no fire suppression system. St. Louis Park Encore Redevelopment TIF District Building Report LHB Project No. 150264 Page 1 of 2 Map A Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 59 4. Layout and Condition of Interior Partitions/Materials a. Ceiling in southwest corner is stained from water intrusion. b. Ceiling in southwest corner is separating from walls. c. Carpet is bucking preventing unimpeded emergency egress. d. Interior needs to be painted. e. Window tinting has failed and needs to be replaced. f. There is a significant floor crack just inside the main entrance. 5. Exterior Construction a. Wood trim needs painting to prevent water intrusion. b. Original roof needs to be replaced due to age and water intrusion. Description of Code Deficiencies 1. Needs a compliant accessible route to the building. 2. Thresholds at egress doors exceed allowable 1/2 inch. 3. Interior floor elevation needs to be at the same level as the exterior landing. 4. Renovate restrooms for accessibility and proper function. 5. Proper door hardware needs to be installed for accessibility. 6. Sink in staff break room should be made compliant. 7. Building lacks an accessible drinking fountain. 8. Building lacks code compliant ventilation system in restrooms. 9. Install fire suppression system for fire and life safety. 10. Flooring needs to be securely installed to create a slip resistant pathway to egress. 11. Protect exterior wood from decay to prevent water intrusion. 12. Replace roof to prevent water intrusion. Overview of Deficiencies This 1969 building was originally built as a bank. In or around 2004 the building was converted into a retail business. Public records indicate and the owner confirms that no work has been performed on any of the exterior building components. Water staining on the ceiling is indicative of water intrusion. The restrooms appear to be original and are not compliant. There is a large floor crack just inside the main entrance indicative of differential settlement. An interior room shows signs of ceiling/wall separation. The building lacks a fire suppression system. St. Louis Park Encore Redevelopment TIF District Building Report LHB Project No. 150264 Page 2 of 2 Map A Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 60 St. Louis Park Encore Redevelopment TIF District Building Code, Condition Deficiency and Context Analysis Report May 1, 2015 Map No. & Address: Map B - 3907 Highway 7 St. Louis Park, MN 55416 Inspection Date(s) & Time(s): April 24, 2015 3:00 PM Inspection Type: Interior and Exterior Summary of Deficiencies: It is our professional opinion that this building is Substandard because: - Substantial renovation is required to correct Conditions found. - Building Code deficiencies total more than 15% of replacement cost, NOT including energy code deficiencies. Estimated Replacement Cost: $1,591,112 Estimated Cost to Correct Building Code Deficiencies: $588,292 Percentage of Replacement Cost for Building Code Deficiencies: 36.97% Defects in Structural Elements 1. Corner of lower flat roof is failing. 2. Attached sub grade structure has wooden posts that are bent and broken designed to hold back earthen material with just plywood sheathing. Plywood is rotted and earthen material is infiltrating interior space where critical equipment is housed. Combination of Deficiencies 1. Essential Utilities and Facilities a. There is a need for accessible parking and an accessible route into building. b. There is not an accessible route from the entrance to the above grade work area. c. There is not an accessible route from the entrance to the basement work area. d. There is not an accessible route to the elevated office area. e. The five restrooms are non-compliant. f. Stair rails are non-compliant on three sets of stairs. 2. Light and Ventilation a. The ventilation system is original and does not comply with current standards. b. Surface mounted electrical panel is rusting from water running down the wall behind it. 3. Fire Protection/Adequate Egress a. Exit signs are missing on two exit paths. b. Flooring is damaged and/or missing. St. Louis Park Encore Redevelopment TIF District Building Report LHB Project No. 150264 Page 1 of 2 Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 61 4. Layout and Condition of Interior Partitions/Materials a. Interior walls are damaged. b. Ceilings are stained and/or missing from water intrusion. c. Efflorescence is apparent on below grade walls indicating water intrusion. d. Below grade walls are stained from the water intrusion. e. Carpeting is torn and missing preventing unimpeded emergency exiting. f. Window seals are failing made apparent by water stains on sills. 5. Exterior Construction a. Roof has failed made apparent by the number of ceiling leaks and water diversion apparatus hung from the ceiling. b. Exterior CMU is in need of paint. c. Wooden parapet on front of building is rotting. Description of Code Deficiencies 1. Accessible parking spaces shall be provided. 2. Needs a compliant accessible route to the building. 3. At least one accessible route shall connect each accessible story and mezzanine in multi-level buildings and facilities. 4. Renovate restrooms for accessibility and proper function. 5. Hand rails on stairs need to be made compliant extending beyond bottom stair face. 6. Structural walls shall be capable of resisting horizontal forces. 7. Building lacks code compliant ventilation system. 8. Path of egress shall be marked by visible exit signs. 9. Panelboards must be weatherproof when used in a wet location. 10. Efflorescence on interior of walls indicates leakage through them. 11. Flooring needs to be securely installed to create a slip resistant pathway to egress. 12. Exterior windows shall be flashed and caulked to prevent water intrusion. 13. Replace roof to prevent water intrusion. Overview of Deficiencies This circular building was built in 1955 and currently houses a graphics business. According to staff and public records the roof has not been replaced in over 25 years. It is apparent that the roof has failed given the amount of water staining and actively running down the interior walls. There is no accessible route from the street entrance to any of the three building levels. There is a below grade attached room that is collapsing in upon itself. St. Louis Park Encore Redevelopment TIF District Building Report LHB Project No. 150264 Page 2 of 2 Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 62 St. Louis Park Encore Redevelopment TIF District Building Code, Condition Deficiency and Context Analysis Report May 8, 2015 Map No. & Address: Map C - 3031 Glenhurst Ave, St. Louis Park, MN 55416 Inspection Date(s) & Time(s): April 24, 2015 2:00 PM Inspection Type: Interior and Exterior Summary of Deficiencies: It is our professional opinion that this building is Substandard because: - Substantial renovation is required to correct Conditions found. - Building Code deficiencies total more than 15% of replacement cost, NOT including energy code deficiencies. Estimated Replacement Cost: $162,964 Estimated Cost to Correct Building Code Deficiencies: $36,954 Percentage of Replacement Cost for Building Code Deficiencies: 22.68% Defects in Structural Elements 1. Rafters appear to be buckling as indicated by a warped roof. 2. Stairs leading to the north doors have deteriorated significantly. 3. Foundation is deteriorating. Combination of Deficiencies 1. Essential Utilities and Facilities a. Electricity has been turned off to the building. b. Water has been turned off to the building. c. Inadequate number of electrical outlets. d. Install GFCI outlets in bathroom and kitchen. e. Install arc fault current interrupter (AFCI) outlets at bedrooms, hallways and living rooms. f. The furnace is non-functional and non-compliant with code. g. Install code compliant circuit breaker system. 2. Light and Ventilation a. Ventilation system is non-compliant. 3. Fire Protection/Adequate Egress a. Install smoke detectors in bedrooms and on ground level and in basement b. Install carbon monoxide detectors within 10 feet of bedroom. c. Basement stair is not code compliant for width, riser dimensions, headroom, railings and landings. Guard rail is missing. d. Front porch, stair has excessive variation of riser height and a non-compliant threshold. e. North porch stairs are severely decayed. St. Louis Park Encore Redevelopment TIF District Building Report LHB Project No. 150264 Page 1 of 2 Map C Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 63 4. Layout and Condition of Interior Partitions/Materials a. Interior partitions and ceilings throughout the house show water intrusion. b. Basement is moist and shows mold growth on the southeast panel wall. c. Interior basement wall is deteriorating. d. All interior painted walls need to be repainted. e. All windows are in need of replacement. f. All doors need to be refinished or painted. g. Carpet is worn and in need of replacement. h. Floor and wall tile in bathroom is in need of re-grouting. 5. Exterior Construction a. Paint is peeling on all surfaces. b. Roof is in poor condition and in need of replacement. c. There are no gutters. d. Site lacks positive slope away from building on south side. Regrade to drain away from building. e. CMU's are deteriorating. f. North side stairs cannot be used for safe egress as they are deteriorating and separating from the building. g. All exterior windows are rotting from water intrusion and should be replaced. h. The roof and soffit are un-vented. Description of Code Deficiencies 1. Install code compliant GFCI outlets in bathroom and kitchen. 2. Install code compliant AFCI outlets at bedrooms, hallways and living rooms. 3. Install code compliant circuit breaker system. 4. Building lacks habitable furnace capable of maintaining habitable rooms at 68 degrees F per code. 5. Replace three exterior stairs to create code compliant safe egress. 6. Basement stair is not code compliant for dimension rise, headroom, railings and landing. 7. Install smoke detectors in both bedrooms and in basement per code. 8. Install carbon monoxide detectors within 10 feet of bedrooms per code. 9. Basement is moist. Building lacks working foundation drainage system. 10. Site lacks positive slope away from house. Re-grade south side to drain away from building. 11. Unsecured wiring hanging along basement walls and ceilings needs to be corrected per code. 12. Venting needs to be installed in roof and soffit per code. 13. Roof is leaking and needs to be replaced per code. Overview of Deficiencies According to public records this building was built in 1926 and appears to have at least one addition to its original floor plan. The building has been vacant for several years and both water and electric have been turned off. The exterior shows significant signs of deterioration from the foundation to the roof. The interior space is water stained and mold is present. Windows are rotting and the interior foundation walls are deteriorating. St. Louis Park Encore Redevelopment TIF District Building Report LHB Project No. 150264 Page 2 of 2 Map C Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 64 APPENDIX C Building Replacement Cost Reports Code Deficiency Cost Reports Photographs Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 65 St. Louis Park Encore Redevelopment TIF District Replacement Cost Report Square Foot Cost Estimate Report Date:4/26/2015 Encore Building A 3915 Highway 7, St. Louis Park, Minnesota 55416 Building Type: Store, Retail with Face Brick on Concrete Block / Steel Joists Location:MINNEAPOLIS, MN Story Count:1 Story Height (L.F.):14 Floor Area (S.F.):5040 Labor Type:OPN Basement Included:No Data Release:Year 2015 Quarter 1 Cost Per Square Foot:$123.95 Building Cost:$629,590.52 % of Total Cost Per S.F. Cost 11.12% 13.40 67,513.41 A1010 Standard Foundations 2.58 12,996.81 2.44 12,314.69 0.14 682.12 A1030 Slab on Grade 5.58 28,113.83 5.58 28,113.83 A2010 Basement Excavation 0.34 1,726.15 0.34 1,726.15 A2020 Basement Walls 4.90 24,676.62 4.9 24,676.62 39.40% 47.47 239,296.45 B1020 Roof Construction 7.25 36,576.69 6.64 33,478.70 0.61 3,097.99 B2010 Exterior Walls 27.12 136,675.90 27.12 136,675.90 B2020 Exterior Windows 4.39 22,107.59 2.34 11,799.42 2.05 10,308.17 Estimate Name: Costs are derived from a building model with basic components. Scope differences and market conditions can cause costs to vary significantly. A Substructure Strip footing, concrete, reinforced, load 5.1 KLF, soil bearing capacity 3 KSF, 12" deep x 24" wide Spread footings, 3000 PSI concrete, load 50K, soil bearing capacity 6 KSF, 3' - 0" square x 12" deep Slab on grade, 4" thick, non industrial, reinforced Excavate and fill, 10,000 SF, 4' deep, sand gravel, or common earth, on site storage Foundation wall, CIP, 4' wall height, direct chute, .148 CY/LF, 7.2 PLF, 12" thick B Shell Roof, steel joists, beams, 1.5" 22 ga metal deck, on columns and bearing wall, 25'x25' bay, 20" deep, 40 PSF superimposed load, 60 PSF total load Roof, steel joists, beams, 1.5" 22 ga metal deck, on columns and bearing wall, 25'x25' bay, 20" deep, 40 PSF superimposed load, 60 PSF total load, add for column Brick wall, composite double wythe, standard face/CMU back-up, 8" thick, styrofoam core fill Aluminum flush tube frame, for 1/4"glass,1-3/4"x4", 5'x6' opening, no intermediate horizontals Glazing panel, insulating, 1/2" thick, 2 lites 1/8" float glass, clear St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 1 of 3 Replacement Cost Report Map A Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 66 % of Total Cost Per S.F. Cost B2030 Exterior Doors 0.70 3,559.34 0.46 2,333.34 0.24 1,226.00 B3010 Roof Coverings 7.82 39,416.67 3.27 16,501.72 2.15 10,835.95 1.68 8,449.97 0.72 3,629.03 B3020 Roof Openings 0.19 960.26 0.19 960.26 13.79% 16.63 83,766.89 C1010 Partitions 1.14 5,731.51 1.14 5,731.51 C1020 Interior Doors 2.00 10,081.99 2 10,081.99 C3010 Wall Finishes 3.11 15,649.38 2.8 14,088.90 0.31 1,560.48 C3020 Floor Finishes 2.83 14,275.40 2.83 14,275.40 C3030 Ceiling Finishes 7.55 38,028.61 7.55 38,028.61 35.69% 35.18 181,778.27 D2010 Plumbing Fixtures 3.15 15,878.05 0.86 4,315.77 0.43 2,174.86 0.8 4,038.49 0.68 3,422.36 0.38 1,926.57 D2020 Domestic Water Distribution 0.10 5,034.03 0.1 5,034.03 D2040 Rain Water Drainage 1.60 8,015.45 1.1 5,519.36 0.5 2,496.09 D3050 Terminal & Package Units 7.44 37,483.89 7.44 37,483.89 D4010 Sprinklers 4.30 21,693.22 4.3 21,693.22 D4020 Standpipes 1.00 5,026.63 Door, aluminum & glass, with transom, black finish, hardware, 3'-0" x 10'-0" opening Door, steel 18 gauge, hollow metal, 1 door with frame, no label, 3'-0" x 7'-0" opening Roofing, asphalt flood coat, gravel, base sheet, 3 plies 15# asphalt felt, mopped Insulation, rigid, roof deck, composite with 2" EPS, 1" perlite Roof edges, aluminum, duranodic, .050" thick, 6" face Gravel stop, aluminum, extruded, 4", mill finish, .050" thick Roof hatch, with curb, 1" fiberglass insulation, 2'-6" x 3'-0", galvanized steel, 165 lbs C Interiors Metal partition, 5/8"fire rated gypsum board face, 1/4" sound deadening gypsum board, 2-1/2" @ 24", same opposite face, no insulation Door, single leaf, kd steel frame, hollow metal, commercial quality, flush, 3'-0" x 7'-0" x 1-3/8" 2 coats paint on masonry with block filler Painting, interior on plaster and drywall, walls & ceilings, roller work, primer & 2 coats Vinyl, composition tile, maximum Acoustic ceilings, 3/4"mineral fiber, 12" x 12" tile, concealed 2" bar & channel grid, suspended support D Services Water closet, vitreous china, tank type, 2 piece close coupled Urinal, vitreous china, wall hung Lavatory w/trim, vanity top, PE on CI, 20" x 18" Service sink w/trim, PE on CI,wall hung w/rim guard, 24" x 20" Water cooler, electric, wall hung, dual height, 14.3 GPH Gas fired water heater, residential, 100< F rise, 30 gal tank, 32 GPH Roof drain, CI, soil,single hub, 4" diam, 10' high Roof drain, CI, soil,single hub, 4" diam, for each additional foot add Rooftop, single zone, air conditioner, department stores, 10,000 SF, 29.17 ton Wet pipe sprinkler systems, steel, ordinary hazard, 1 floor, 10,000 SF St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 2 of 3 Replacement Cost Report Map A Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 67 % of Total Cost Per S.F. Cost 1 5,026.63 D5010 Electrical Service/Distribution 4.63 23,377.68 1.29 6,508.85 0.97 4,911.13 2.37 11,957.70 D5020 Lighting and Branch Wiring 10.94 55,128.83 2.82 14,191.18 0.41 2,048.91 0.83 4,205.79 6.88 34,682.95 D5030 Communications and Security 1.80 9,030.34 0.98 4,917.10 0.82 4,113.24 D5090 Other Electrical Systems 0.22 1,110.15 0.22 1,110.15 0%0 0 E1090 Other Equipment 0 0 0%0 0 0%0 0 100% $112.68 $572,355.02 10.00% $11.27 $57,235.50 0.00% $0.00 $0.00 0.00% $0.00 $0.00 $123.95 $629,590.52 Wet standpipe risers, class III, steel, black, sch 40, 4" diam pipe, 1 floor Overhead service installation, includes breakers, metering, 20' conduit & wire, 3 phase, 4 wire, 120/208 V, 400 A Feeder installation 600 V, including RGS conduit and XHHW wire, 400 A Switchgear installation, incl switchboard, panels & circuit breaker, 120/208 V, 1 phase, 400 A Receptacles incl plate, box, conduit, wire, 8 per 1000 SF, .9 watts per SF Miscellaneous power, 1.5 watts Central air conditioning power, 4 watts Fluorescent fixtures recess mounted in ceiling, 1.6 watt per SF, 40 FC, 10 fixtures @32watt per 1000 SF Communication and alarm systems, fire detection, addressable, 25 detectors, includes outlets, boxes, conduit and wire,, conduit Generator sets, w/battery, charger, muffler and transfer switch, gas/gasoline operated, 3 phase, 4 wire, 277/480 V, 15 kW E Equipment & Furnishings F Special Construction G Building Sitework SubTotal Contractor Fees (General Conditions,Overhead,Profit) Architectural Fees User Fees Total Building Cost St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 3 of 3 Replacement Cost Report Map A Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 68 St. Louis Park Encore Redevelopment TIF District Code Deficiency Cost Report Map A - 3915 Highway 7 St. Louis Park , MN 55416 - PID 602824110007 Code Related Cost Items Unit Cost Units Unit Quantity Total Accessibility Items Accessible route Install appropriate number of accessible parking stalls 250.00$ Ea 2 500.00$ Correct elevation changes from parking to ramp 1,000.00$ Lump 1 1,000.00$ Reduce threshold to less than 1/2 inch 150.00$ Ea 1 150.00$ Raise exterior stoops flush with exit door threshold 1,000.00$ Ea 2 2,000.00$ Remodel restroom for compliance 10,000.00$ Ea 2 20,000.00$ Replace door hardware for compliance 250.00$ Ea 10 2,500.00$ Modify staff break room sink for compliance 2,000.00$ Ea 1 2,000.00$ Install accessible drinking fountain 3,500.00$ Ea 1 3,500.00$ Structural Elements Exiting Flooring Replace flooring 2.83$ SF 5,040 14,263.20$ Fire Protection Fire suppression Install sprinkler system 5.30$ SF 5,040 26,712.00$ Exterior Construction Exterior protection from elements Paint all exterior wood surfaces 1.25$ SF 5,040 6,300.00$ Roof Construction Roofing membrane Remove existing roof and flashing 0.90$ SF 5,040 4,536.00$ Install new roofing material and flashing 7.82$ SF 5,040 39,412.80$ Mechanical- Electrical Exhaust Install exhausts in restrooms 500.00$ Ea 2 1,000.00$ Total Code Improvements 123,874.00$ St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 1 of 1 Code Deficiency Cost Report Map A Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 69 St. Louis Park Encore Redevelopment TIF District Map A, 3915 Highway 7 Photos Page 1 of 4 P1030293.JPG P1030294.JPG P1030295.JPG P1030296.JPG P1030297.JPG P1030298.JPG P1030299.JPG P1030300.JPG P1030301.JPG P1030302.JPG P1030303.JPG P1030304.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 70 Page 2 of 4St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map A P1030305.JPG P1030306.JPG P1030307.JPG P1030308.JPG P1030309.JPG P1030310.JPG P1030311.JPG P1030314.JPG P1030315.JPG P1030316.JPG P1030317.JPG P1030318.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 71 Page 3 of 4St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map A P1030319.JPG P1030320.JPG P1030321.JPG P1030322.JPG P1030323.JPG P1030324.JPG P1030325.JPG P1030326.JPG P1030327.JPG P1030328.JPG P1030329.JPG P1030330.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 72 Page 4 of 4St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map A P1030331.JPG P1030332.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 73 St. Louis Park Encore Redevelopment TIF District Replacement Cost Report Square Foot Cost Estimate Report Date:4/27/2015 Encore Building B "ASAP" 3907 Highway 7, St. Louis Park, Minnesota 55416 Building Type: Factory, 1 Story with Concrete Block / Bearing Walls Location:MINNEAPOLIS, MN Story Count:1 Story Height (L.F.):20 Floor Area (S.F.):10562 Labor Type:OPN Basement Included:No Data Release:Year 2015 Quarter 1 Cost Per Square Foot:$150.65 Building Cost:$1,591,112.49 % of Total Cost Per S.F. Cost 18.49% 25.32 267,429.84 A1010 Standard Foundations 4.54 47,951.48 1.77 18,694.74 2.77 29,256.74 A1030 Slab on Grade 5.58 58,935.96 5.58 58,935.96 A2010 Basement Excavation 4.23 44,677.26 4.23 44,677.26 A2020 Basement Walls 10.97 115,865.14 10.97 115,865.14 36.32% 49.73 525,248.26 B1010 Floor Construction 20.26 213,986.12 6.52 68,864.24 13.74 145,121.88 B1020 Roof Construction 7.93 83,756.66 7.55 79,743.10 0.38 4,013.56 Estimate Name: Costs are derived from a building model with basic components. Scope differences and market conditions can cause costs to vary significantly. A Substructure Strip footing, concrete, reinforced, load 11.1 KLF, soil bearing capacity 6 KSF, 12" deep x 24" wide Spread footings, 3000 PSI concrete, load 100K, soil bearing capacity 6 KSF, 4' - 6" square x 15" deep Slab on grade, 4" thick, non industrial, reinforced Excavate and fill, 10,000 SF, 8' deep, sand, gravel, or common earth, on site storage Foundation wall, CIP, 12' wall height, pumped, .444 CY/LF, 21.59 PLF, 12" thick B Shell Cast-in-place concrete column, 12" square, tied, 200K load, 12' story height, 142 lbs/LF, 4000PSI Flat slab, concrete, with drop panels, 6" slab/2.5" panel, 12" column, 15'x15' bay, 75 PSF superimposed load, 153 PSF total load Roof, steel joists, joist girder, 1.5" 22 ga metal deck, on columns/bearing wall, 40'x40' bay, 40 PSF superimposed load, 40.5" deep, 61 PSF total load Roof, steel joists, joist girder, 1.5" 22 ga metal deck, on columns/bearing wall, 40'x40' bay, 40 PSF superimposed load, 40.5" deep, 61 PSF total load, add for column St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 1 of 4 Replacement Cost Report Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 74 % of Total Cost Per S.F. Cost B2010 Exterior Walls 6.29 66,434.98 6.29 66,434.98 B2020 Exterior Windows 6.07 64,111.34 6.07 64,111.34 B2030 Exterior Doors 1.30 13,730.60 0.2 2,112.40 0.65 6,865.30 0.45 4,752.90 B3010 Roof Coverings 7.39 78,053.18 3.27 34,537.74 2.15 22,708.30 1.21 12,780.02 0.24 2,534.88 0.52 5,492.24 B3020 Roof Openings 0.49 5,175.38 0.18 1,901.16 0.31 3,274.22 6.74%9.23 97,487.26 C1010 Partitions 1.96 20,701.52 1.96 20,701.52 C1020 Interior Doors 2.00 21,124.00 2 21,124.00 C1030 Fittings 1.01 10,667.62 1.01 10,667.62 C3010 Wall Finishes 3.23 34,115.26 2.41 25,454.42 0.82 8,660.84 C3020 Floor Finishes 0.28 2,957.36 0.28 2,957.36 C3030 Ceiling Finishes 0.75 7,921.50 0.75 7,921.50 38.08% 52.16 550,913.92 D2010 Plumbing Fixtures 4.76 50,275.12 1.96 20,701.52 0.14 1,478.68 1.67 17,638.54 0.12 1,267.44 0.18 1,901.16 0.29 3,062.98 0.17 1,795.54 0.23 2,429.26 Concrete block (CMU) wall, lightweight, hollow, 4 x 8 x 16, 85 PCF Windows, aluminum, sliding, insulated glass, 8' x 4' Door, aluminum & glass, with transom, narrow stile, double door, hardware, 6'-0" x 10'-0" opening Door, steel 18 gauge, hollow metal, 1 door with frame, no label, 3'-0" x 7'-0" opening Door, steel 24 gauge, overhead, sectional, electric operator, 10'-0" x 10'-0" opening Roofing, asphalt flood coat, gravel, base sheet, 3 plies 15# asphalt felt, mopped Insulation, rigid, roof deck, composite with 2" EPS, 1" perlite Roof edges, aluminum, duranodic, .050" thick, 6" face Flashing, aluminum, no backing sides, .019" Gravel stop, aluminum, extruded, 4", mill finish, .050" thick Roof hatch, with curb, 1" fiberglass insulation, 2'-6" x 3'-0", galvanized steel, 165 lbs Smoke hatch, unlabeled, galvanized, 2'-6" x 3', not incl hand winch operator C Interiors Partition, concrete block, 6" thick Door, single leaf, kd steel frame, hollow metal, commercial quality, flush, 3'-0" x 7'-0" x 1-3/8" Toilet partitions, cubicles, ceiling hung, stainless steel 2 coats paint on masonry with block filler Painting, masonry or concrete, latex, brushwork, primer & 2 coats Vinyl, composition tile, maximum Acoustic ceilings, 3/4"mineral fiber, 12" x 12" tile, concealed 2" bar & channel grid, suspended support D Services Water closet, vitreous china, bowl only with flush valve, wall hung Urinal, vitreous china, wall hung Lavatory w/trim, vanity top, PE on CI, 19" x 16" oval Kitchen sink w/trim, countertop, stainless steel, 33" x 22" double bowl Service sink w/trim, PE on CI,wall hung w/rim guard, 22" x 18" Shower, stall, baked enamel, terrazzo receptor, 36" square Shower, stall, fiberglass 1 piece, three walls, 36" square Water cooler, electric, floor mounted, dual height, 14.3 GPH St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 2 of 4 Replacement Cost Report Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 75 % of Total Cost Per S.F. Cost D2020 Domestic Water Distribution 1.61 17,004.82 1.61 17,004.82 D2040 Rain Water Drainage 2.55 26,933.10 1.75 18,483.50 0.8 8,449.60 D3010 Energy Supply 9.34 98,649.08 9.34 98,649.08 D3030 Cooling Generating Systems 10.97 115,865.14 10.97 115,865.14 D4010 Sprinklers 3.81 40,241.22 3.81 40,241.22 D4020 Standpipes 0.57 6,020.34 0.45 4,752.90 0.12 1,267.44 D5010 Electrical Service/Distribution 3.19 33,692.78 0.99 10,456.38 0.82 8,660.84 1.38 14,575.56 D5020 Lighting and Branch Wiring 13.79 145,649.98 1.89 19,962.18 0.3 3,168.60 0.64 6,759.68 10.96 115,759.52 D5030 Communications and Security 1.57 16,582.34 1.13 11,935.06 0.44 4,647.28 0.37%0.51 5,386.62 E1030 Vehicular Equipment 0.51 5,386.62 0.51 5,386.62 E1090 Other Equipment 0 0 0%0 0 0%0 0 Gas fired water heater, commercial, 100< F rise, 115 MBH input, 110 GPH Roof drain, CI, soil,single hub, 5" diam, 10' high Roof drain, CI, soil,single hub, 5" diam, for each additional foot add Commercial building heating systems, terminal unit heaters, forced hot water, 10,000 SF bldg,100,000 CF, total, 2 floors Packaged chiller, air cooled, with fan coil unit, factories, 40,000 SF, 133.33 ton Wet pipe sprinkler systems, steel, ordinary hazard, 1 floor, 50,000 SF Wet standpipe risers, class III, steel, black, sch 40, 6" diam pipe, 1 floor Wet standpipe risers, class III, steel, black, sch 40, 6" diam pipe, additional floors Overhead service installation, includes breakers, metering, 20' conduit & wire, 3 phase, 4 wire, 120/208 V, 600 A Feeder installation 600 V, including RGS conduit and XHHW wire, 600 A Switchgear installation, incl switchboard, panels & circuit breaker, 120/208 V, 600 A Receptacles incl plate, box, conduit, wire, 2.5 per 1000 SF, .3 watts per SF Miscellaneous power, 1 watt Central air conditioning power, 4 watts HID fixture, 20' above work plane, 100 FC, type G, 6 fixtures per 1800 SF Communication and alarm systems, fire detection, addressable, 50 detectors, includes outlets, boxes, conduit and wire Fire alarm command center, addressable with voice, excl. wire & conduit E Equipment & Furnishings Architectural equipment, dock shelters, truck, scissor arms, deluxe F Special Construction G Building Sitework St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 3 of 4 Replacement Cost Report Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 76 % of Total Cost Per S.F. Cost 100% $136.95 $1,446,465.90 10.00% $13.70 $144,646.59 0.00% $0.00 $0.00 0.00% $0.00 $0.00 $150.65 $1,591,112.49 SubTotal Contractor Fees (General Conditions,Overhead,Profit) Architectural Fees User Fees Total Building Cost St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 4 of 4 Replacement Cost Report Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 77 St. Louis Park Encore Redevelopment TIF District Code Deficiency Cost Report Map B - 3907 Highway 7 St. Louis Park , MN 55416 - PID 602824110056 Code Related Cost Items Unit Cost Units Unit Quantity Total Accessibility Items Accessible route to building Install one more accessible parking space 250.00$ Ea 1 250.00$ Make accessible ramp from parking lot to 1,000.00$ Lump 1 1,000.00$ building compliant Accessible route within building Install elevator connecting all levels 150,000.00$ Lump 1 150,000.00$ Restrooms Renovate restrooms for compliance 4.76$ SF 10,562 50,275.12$ Stairs Install compliant railings on five stairs 400.00$ Ea 10 4,000.00$ Structural Elements Exterior walls Correct deficient wall structure in attached 50,000.00$ Lump 1 50,000.00$ sub level room Exiting Exit signs Install two exit signs for compliance 250.00$ Ea 2 500.00$ Flooring Replace flooring for egress compliance 2.23$ SF 10,562 23,553.26$ Fire Protection Exterior Construction Windows Caulk exterior windows to prevent water intrusion 2,500.00$ Lump 1 2,500.00$ Roof Construction Roofing membrane Remove existing built up roof 0.90$ SF 10,562 9,505.80$ Replace built up roof 7.39$ SF 10,562 78,053.18$ St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 1 of 2 Code Deficiency Cost Report Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 78 Code Related Cost Items Unit Cost Units Unit Quantity Total Mechanical- Electrical Ventilation Replace deficient ventilation system for compliance 20.31$ SF 10,562 214,514.22$ Electrical Replace electrical disconnect switch for compliance 1,500.00$ Ea 1 1,500.00$ Upgrade electrical service for new HVAC system 0.25$ SF 10,562 2,640.50$ Total Code Improvements 588,292.08$ St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 2 of 2 Code Deficiency Cost Report Map B Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 79 St. Louis Park Encore Redevelopment TIF District Map B, 3907 Highway 7 Photos Page 1 of 10 P1030333.JPG P1030334.JPG P1030335.JPG P1030336.JPG P1030337.JPG P1030338.JPG P1030339.JPG P1030340.JPG P1030342.JPG P1030343.JPG P1030344.JPG P1030345.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 80 Page 2 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030346.JPG P1030347.JPG P1030348.JPG P1030349.JPG P1030352.JPG P1030353.JPG P1030354.JPG P1030355.JPG P1030356.JPG P1030357.JPG P1030358.JPG P1030359.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 81 Page 3 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030360.JPG P1030361.JPG P1030362.JPG P1030363.JPG P1030364.JPG P1030365.JPG P1030366.JPG P1030367.JPG P1030368.JPG P1030369.JPG P1030370.JPG P1030371.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 82 Page 4 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030372.JPG P1030373.JPG P1030374.JPG P1030375.JPG P1030376.JPG P1030377.JPG P1030378.JPG P1030379.JPG P1030382.JPG P1030383.JPG P1030384.JPG P1030385.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 83 Page 5 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030386.JPG P1030387.JPG P1030388.JPG P1030389.JPG P1030391.JPG P1030392.JPG P1030393.JPG P1030394.JPG P1030395.JPG P1030396.JPG P1030397.JPG P1030398.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 84 Page 6 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030399.JPG P1030400.JPG P1030401.JPG P1030402.JPG P1030403.JPG P1030404.JPG P1030405.JPG P1030406.JPG P1030407.JPG P1030408.JPG P1030409.JPG P1030410.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 85 Page 7 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030411.JPG P1030412.JPG P1030413.JPG P1030415.JPG P1030416.JPG P1030417.JPG P1030418.JPG P1030419.JPG P1030420.JPG P1030421.JPG P1030422.JPG P1030423.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 86 Page 8 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030424.JPG P1030425.JPG P1030426.JPG P1030427.JPG P1030428.JPG P1030429.JPG P1030430.JPG P1030431.JPG P1030432.JPG P1030433.JPG P1030434.JPG P1030435.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 87 Page 9 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030436.JPG P1030437.JPG P1030438.JPG P1030439.JPG P1030440.JPG P1030441.JPG P1030442.JPG P1030443.JPG P1030444.JPG P1030445.JPG P1030446.JPG P1030447.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 88 Page 10 of 10St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map B P1030448.JPG P1030449.JPG P1030450.JPG P1030451.JPG P1030452.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 89 St. Louis Park Encore Redevelopment TIF District Replacement Cost Report Square Foot Cost Estimate Report Date:4/27/2015 Encore Building C 3031 Glenhurst Avenue, St. Louis Park, Minnesota 55416 Building Type: Economy 1 Story with Wood Veneer - Wood Frame Location:MINNEAPOLIS, MN Story Count:1 Story Height (L.F.):8 Floor Area (S.F.):1417 Labor Type:RES Basement Included:Yes Data Release:Year 2015 Quarter 1 Cost Per Square Foot:$115.02 Building Cost:$162,964.52 % of Total Cost Per S.F. Cost 1.28%1.33 1,890.86 1.33 1,890.86 13.44% 14.06 19,914.46 1.73 2,447.67 8.33 11,800.38 4 5,666.41 15.73% 16.44 23,303.03 1.96 2,779.86 0.38 540.6 0.29 414.86 1.67 2,371.51 2.88 4,084.84 6.97 9,873.16 2.29 3,238.20 18.06% 18.88 26,756.66 0.88 1,250.82 7.88 11,172.76 0.61 867.05 1.45 2,057.44 5.53 7,832.08 1.89 2,674.09 0.64 902.42 4.81%5.03 7,124.34 5.03 7,124.34 Estimate Name: Costs are derived from a building model with basic components. Scope differences and market conditions can cause costs to vary significantly. 01 Site Work Footing excavation, building, 26' x 46', 4' deep 02 Foundation Footing systems, 8" thick by 18" wide footing Block wall systems, 8" wall, grouted, full height Floor slab systems, 4" thick slab 03 Framing Floor framing, wood joists, #2 or better, pine, 2" x 8", 16" OC Floor framing, bridging, wood 1" x 3", joists 16" OC Box sills, #2 or better pine, 2" x 8" Girders, including lally columns, 3 pieces spiked together, 2" x 8" Exterior wall framing systems, 2" x 4", 16" OC Truss roof framing systems, 24" OC, 4/12 pitch, 1' overhang, 26' span Partition framing systems, 2" x 4", 16" OC 04 Exterior Walls Painting, 2 coats Wood siding systems, 1/2" x 8" beveled cedar siding, "A" grade Non-rigid insul, batts, fbgls, kraft faced, 3-1/2" thick, R13, 15" W Non-rigid insul, batts, fbgls, kraft faced, 12" thick, R38, 23" wide Sliding window systems, builder's quality wood window, 3' x 2' Door systems, solid core birch, flush, 3' x 6'-8" Storm door, al, combination, storm & screen, anodized, 2'-8" x 6'-8" 05 Roofing Gable end roofing, asphalt, roof shingles, class A St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 1 of 2 Replacement Cost Report Map C Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 90 % of Total Cost Per S.F. Cost 33.73% 35.28 49,972.03 6.43 9,116.86 2.52 3,565.71 3.13 4,434.81 5.02 7,106.40 6.33 8,972.85 2.3 3,258.34 5.56 7,871.62 0.72 1,014.39 1.94 2,742.32 0.55 777.56 0.78 1,111.17 3.00% 3.14 4,447.87 1.41 2,003.18 1.16 1,642.71 0.57 801.98 7.51% 7.85 11,121.65 3.16 4,471.97 0.72 1,019.22 0.12 165.83 0.82 1,157.91 1.02 1,442.40 0.87 1,237.66 0.56 796.53 0.28 400.56 0.09 131.71 0.09 133.36 0.12 164.5 2.44% 2.55 3,618.66 0.9 1,279.02 1.65 2,339.64 100% $104.56 $148,149.56 10.00% $10.46 $14,814.96 0.00% $0.00 $0.00 0.00% $0.00 $0.00 $115.02 $162,964.52 06 Interiors Wall system, 1/2" drywall, taped & finished Wall system, 1/2" drywall, taped & finished 1/2" gypsum wallboard, taped & finished ceilings Suspended ceiling 2' x 4' grid, film faced fiberglass, 5/8" thick Lauan, flush door, hollow core, interior Carpet, Olefin, 15 oz Carpet, tile, foam backed, needle punch Padding, sponge rubber cushion, minimum Underlayment plywood, 1/2" thick Resilient flooring, asphalt tile on wood subflr, 1/8" thk, group B Basement stairs, open risers 07 Specialties Kitchen, economy grade Sinks, stainless steel, single bowl 16" x 20" Water heater, electric, 30 gallon 08 Mechanical Three fixture bathroom with wall hung lavatory Furnace, gas heating only, 100 MBH, area to 1200 SF Intermittent pilot, 100 MBH furnace Supply duct, rectangular, area to 1200 SF, rigid fiberglass Return duct, sheet metal galvanized, to 1500 SF Lateral ducts, flexible round 6" insulated, to 1200 SF Register elbows, to 1500 SF Floor registers, enameled steel w/damper, to 1500 SF Return air grille, area to 1500 SF 12" x 12" Thermostat, manual, 1 set back Plenum, heating only, 100 MBH 09 Electrical 100 amp electric service Duplex receptacles using non-metallic sheathed cable SubTotal Contractor Fees (General Conditions,Overhead,Profit) Architectural Fees User Fees Total Building Cost St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 2 of 2 Replacement Cost Report Map C Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 91 St. Louis Park Encore Redevelopment TIF District Code Deficiency Cost Report Map C - 3031 Glenhurst Ave St. Louis Park , MN 55416 - PID 602824110016 Code Related Cost Items Unit Cost Units Unit Quantity Total Accessibility Items Structural Elements Foundation Repair interior and exterior foundation walls 5,000.00$ Lump 1 5,000.00$ Exiting Exterior steps Replace non compliant West steps 2,000.00$ Ea 1 2,000.00$ Replace non compliant North steps 2,500.00$ Ea 2 5,000.00$ Interior basement stairs Demo existing stairs 500.00$ Lump 1 500.00$ Rebuild stair for compliance 300.00$ Ea 10 3,000.00$ Install railings for compliance 700.00$ Lump 1 700.00$ Fire Protection Alarms Install smoke detectors at bedrooms, main floor 225.00$ Ea 4 900.00$ and basement Install CO detectors outside of bedrooms 225.00$ Ea 2 450.00$ Exterior Construction Regrade earth around house for proper drainage 1.00$ SF 1,000 1,000.00$ Roof Construction Roof Remove exiting shingles 0.50$ SF 1,416 708.00$ Reinstall new compliant shingles 5.03$ SF 1,416 7,122.48$ Ventilation Install code required roof ventilation 100.00$ Ea 4 400.00$ Install code required soffit ventilation 50.00$ Ea 8 400.00$ St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 1 of 2 Code Deficiency Cost Report Map C Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 92 Code Related Cost Items Unit Cost Units Unit Quantity Total Mechanical- Electrical Mechanical Install compliant HVAC system 3,500.00$ Ea 1 3,500.00$ Electrical Install 100 amp circuit breaker box 0.90$ SF 1,416 1,274.40$ Provide GFCI protected receptacles at sink locations Kitchen 250.00$ Ea 2 500.00$ Bathroom 250.00$ Ea 1 250.00$ Laundry 250.00$ Ea 1 250.00$ Provide AFCI per code Living rooms 250.00$ Ea 4 1,000.00$ Bedrooms 250.00$ Ea 4 1,000.00$ Hallways 250.00$ Ea 4 1,000.00$ Secure loose wires per code Basement 1,000.00$ Lump 1 1,000.00$ Total Code Improvements 36,954.88$ St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Page 2 of 2 Code Deficiency Cost Report Map C Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 93 St. Louis Park Encore Redevelopment TIF District Map C, 3031 Glenhurst Ave Photos Page 1 of 6 P1030223.JPG P1030224.JPG P1030225.JPG P1030226.JPG P1030227.JPG P1030228.JPG P1030229.JPG P1030230.JPG P1030231.JPG P1030232.JPG P1030233.JPG P1030234.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 94 Page 2 of 6 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map C P1030235.JPG P1030236.JPG P1030237.JPG P1030238.JPG P1030239.JPG P1030240.JPG P1030241.JPG P1030242.JPG P1030243.JPG P1030244.JPG P1030245.JPG P1030246.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 95 Page 3 of 6 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map C P1030247.JPG P1030248.JPG P1030249.JPG P1030250.JPG P1030251.JPG P1030252.JPG P1030253.JPG P1030254.JPG P1030255.JPG P1030256.JPG P1030257.JPG P1030258.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 96 Page 4 of 6 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map C P1030259.JPG P1030260.JPG P1030261.JPG P1030263.JPG P1030264.JPG P1030265.JPG P1030266.JPG P1030267.JPG P1030268.JPG P1030269.JPG P1030270.JPG P1030271.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 97 Page 5 of 6 St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map C P1030272.JPG P1030273.JPG P1030274.JPG P1030275.JPG P1030276.JPG P1030277.JPG P1030278.JPG P1030279.JPG P1030280.JPG P1030281.JPG P1030282.JPG P1030283.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 98 Page 6 of 6St. Louis Park Encore Redevelopment TIF District LHB Project No. 150264 Photos Map C P1030284.JPG P1030285.JPG P1030286.JPG P1030287.JPG P1030288.JPG P1030289.JPG P1030290.JPG P1030291.JPG P1030292.JPG Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 99 Appendix G-1 Appendix G Findings Including But/For Qualifications The reasons and facts supporting the findings for the adoption of the Tax Increment Financing Plan (“TIF Plan”) for the Shoreham Tax Increment Financing District (“District”), as required pursuant to Minnesota Statutes, Section 469.175, Subdivision 3 are as follows: 1. Finding that the District is a redevelopment district as defined in Minnesota Statutes, Section 469.174, Subd. 10. The District consists of five parcels with plans to redevelop the area for rental housing. At least 70 percent of the area of the parcels in the District is occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures and more than 50 percent of the buildings in the District, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance. 2. Finding that the proposed development, in the opinion of the City Council, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and theat the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIF Plan. The proposed development, in the opinion of the City, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future: This finding is supported by the fact that the redevelopment proposed in the TIF Plan, which meets the City’s objectives for redevelopment, requires a significant investment by the developer. Due to the inclusion of affordable housing units and the high cost of redevelopment on the parcels currently occupied by substandard buildings and costs associated with their removal, environmental remediation, site improvements and utility relocation, and the costs of financing the proposed improvements, this project is feasible only through assistance, in part, from tax increment financing. The developer was asked for and provided a letter and a proforma as justification that the developer would not have gone forward without tax increment assistance. Therefore, the City concludes as follows: A. The City’s estimate of the amount by which the market value of the entire District wil increase without the use of tax increment financing is $0. B. If the proposed development occurs, the total increase in market value will be $32,620,000. C. The present value of tax increments from the District for the maximum duration of the district permitted by the TIF Plan is estimated to be $7,311,283. D. Even if some development other than the proposed development were to occur, the Council finds that no alternative would occur that would produce a market value increase greater than $22,829,517 (the amount in clause b less the amount in clause c) without tax increment assistance. Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 100 Appendix G-2 3. Finding that the TIF Plan for the District conforms to the general plan for the development or redevelopment of the municipality as a whole. The Planning Commission reviewed the TIF Plan and found that the TIF Plan conforms to the general development plan of the City. 4. Finding that the TIF Plan for the District will afford maximum opportunity, consistent with the sound needs of the City as a whole, for the development or redevelopment of Redevelopment Project No. 1 by private enterprise. The project to be assisted by the District will result in increased employment in the City and the State of Minnesota, the renovation and environmental remediation of substandard properties, and increased tax base of the State, and will add a high quality development to the City. In addition, through the implementation of the TIF Plan, there will be an increase in the availability of safe and decent life- cycle housing in the City. But-For Analysis Current Market Value 2,479,200 New Market Value - Estimate 32,620,000 Difference 30,140,800 Present Value of Tax Increment 7,311,283 Difference 22,829,517 Value Likely to Occur Without TIF is Less Than: 22,829,517 Economic Development Authority Meeting of August 17, 2015 (Item No. 7a) Title: Establishment of The Shoreham Tax Increment Financing District Page 101 Meeting: Economic Development Authority Meeting Date: August 17, 2015 Action Agenda Item: 7b EXECUTIVE SUMMARY TITLE: Redevelopment Contract with Shoreham Apartments, LLC RECOMMENDED ACTION: Motion to Adopt EDA Resolution approving the Redevelopment Contract between the EDA and Shoreham Apartments, LLC (Bader Development) related to the proposed Shoreham project at the SW corner of CSAH 25 and France Ave. POLICY CONSIDERATIONS: Does the EDA approve the proposed Redevelopment Contract between the EDA and Shoreham Apartments, LLC to facilitate the construction of its proposed mixed-use redevelopment at the SW corner of CSAH 25 and France Ave.? SUMMARY: Bader Development has requested Tax Increment Financing assistance to support its construction of a major mixed-use redevelopment called The Shoreham at the SW corner of CSAH 25 and France Ave. There are the substantial extraordinary costs related to preparing the redevelopment site for the proposed project. The Redeveloper’s application for Tax Increment Financing (TIF) assistance was reviewed at the June 1st Special Study Session where it received consensus support. The project’s plans also received Final Plat and PUD approvals from the City Council on June 1st. A list of specific business terms for providing the proposed assistance was provided at the July 27th Study Session. Those terms served as the basis for the proposed Redevelopment Contract with Shoreham Apartments, LLC (Bader Development). FINANCIAL OR BUDGET CONSIDERATION: But for the use of the public financial assistance the proposed project would not proceed due to more than $7.8 million of extraordinary costs associated with redeveloping the site. In order for the project to be financially feasible, it is proposed that the EDA reimburse the Redeveloper for qualified site redevelopment costs up to $1,200,000 in pay-as-you-go tax increment generated by the project for a term of approximately 4 years. Once the TIF Note is retired, the additional property taxes generated by the project would accrue to the applicable taxing jurisdictions. The EDA’s financial participation in the proposed project would leverage approximately $45 million in new investment, retain one business and attract another as well as create over 50 new jobs and 30 affordable housing units. Upon completion the project is conservatively estimated to have a total taxable market value of $32.6 million. VISION CONSIDERATION: St. Louis Park is committed to providing a well-maintained and diverse housing stock. SUPPORTING DOCUMENTS: Discussion Resolution of Approval Site & Building Plans Redevelopment Contract Prepared by: Greg Hunt, Economic Development Coordinator Reviewed by: Michele Schnitker, Housing Supervisor Kevin Locke, Community Development Director Approved by: Tom Harmening, EDA Executive Director and City Manager Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 2 Title: Redevelopment Contract with Shoreham Apartments, LLC DISCUSSION BACKGROUND: Bader Development (“Redeveloper”) has option agreements to acquire five properties at the SW corner of CSAH 25 and France Ave. These include two commercial properties located at 3907 & 3915 Highway 7, (the ASAP building and Battlefield Store respectively), two single-family homes located at 3031 Glenhurst Ave. and 3914 31st St. and a townhome duplex located at 3918 31st St. The land assemblage creates a 2.23-acre redevelopment site. Proposed Shoreham redevelopment site – SW corner of CSAH 25 and France Ave. PROPOSED REDEVELOPMENT: The Redeveloper proposes to raze the current commercial buildings and residences, remove the contaminated fill material and soils impacting the site, and construct a mixed-use development called The Shoreham. The proposed multi-story building would consist of 148 residential units (of which 20% would be designated for households earning 50% of area median income) and 20,000 square feet of office space (split between Bader Development/Steven Scott Management and a medical office tenant). Also included would be structured underground and surface parking. The proposed building would front on CSAH 25 and be five stories tall, with the fifth story stepped back from the street. The building would be three stories tall facing W 31st Street, with the building being built into the hillside. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 3 Title: Redevelopment Contract with Shoreham Apartments, LLC Rendering of proposed building - The Shoreham Project Schedule Under the proposed Redevelopment Contract with the EDA, Bader Development is required to commence construction on The Shoreham by October 31, 2015 and substantially complete it by May 1, 2017. Job Retention and Creation The Redeveloper proposes to relocate its corporate offices (Steven Scott Management and Bader Development) with its combined 43 FTE employees from The Parkdales and occupy 10,000 square feet in the proposed Shoreham building. That move would coincidently replace the 43 workers formerly employed at ASAP Printing which chose to sell and relocate from the subject site. In addition, the proposed project is expected to create 10 full-time on-site property management positions. A medical clinic has agreed to lease the other 10,000 square feet of office space in The Shoreham and is projected to create 44 new FTE employment positions. Redeveloper’s Request for Public Financing Assistance Environmental investigations revealed that soil on the subject site is impacted with petroleum, lead, pesticides and polynuclear aromatic hydrocarbons (PAHs). Also impacting the soil is various fill debris including glass, brick, ash, concrete, wood and asphalt which varies in thickness from 3 feet (south side) to as deep as 15 feet (north side). Groundwater below the site is also impacted with petroleum compounds. The northern and western portions of the site were historically marshy areas as evidenced by layers of peat identified in those areas. During the 1940s and 1950s, these portions were contaminated due to urban fill material and debris deposited on the site. In addition there is evidence of underground storage tanks and timber piles treated with creosote on the site. During redevelopment, the site will be excavated to depths ranging from 10 to 20 feet below grade to construct one level of underground parking beneath the new building. Therefore, it is anticipated that significant amounts of impacted fill soil will be excavated and will necessitate special handling and disposal in accordance with MPCA requirements. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 4 Title: Redevelopment Contract with Shoreham Apartments, LLC To make the most efficient use of the redevelopment site, structured parking is necessary under almost the entirety of the building’s footprint. The project will include a total of 291 parking spaces of which 203 spaces will be provided underground for residential units and 88 spaces will be provided on the surface for non-residential uses. The total cost of the above extraordinary expenses exceeds $7.8 million as detailed below. Extraordinary Cost Estimates AMOUNT ($) Investigation & RAP Development 60,000 Excavation & Disposal of Contaminated Soils 972,160 Asbestos Abatement and Building Removal 317,190 Installation of Shoring 63,750 Installation of Geopiers/piles 511,251 Removal/disposal of UST & Contaminated Fill Material 15,000 Stormwater Utilities 150,000 France Ave road improvements & trail extension 90,000 Bicycle/Pedestrian Amenities & Improvements 499,000 Construction of Structured Parking 5,125,000 TOTAL Extraordinary Costs $7,803,351 To offset a portion of the above costs, Bader Development submitted an application to the EDA requesting to be reimbursed $4 million in tax increment* generated from the project. At approximately the same time, Bader and the EDA also applied for contamination cleanup and TOD grants from DEED, the Metropolitan Council, and Hennepin County. In addition, the Redeveloper recently submitted an application for up to $40 million in Private Activity Revenue Bond financing with the City. Details on this submission are contained in a separate staff report. *Tax increment financing uses the increased future property taxes generated by a new development to finance certain qualified development costs incurred in connection with the construction of that project for a limited period of time. Level and Type of Financial Assistance The latest cost estimate to construct the proposed Shoreham project is $45.1 million. Bader Development’s updated sources and uses statements, cash flow projections, and investor rate of return (ROR) related to The Shoreham project were reviewed by Staff and Ehlers (the EDA’s financial consultant). The estimates were found to be reasonable and within industry standards for this type of redevelopment. It was also concluded, given the extraordinary costs outlined above, that if no tax increment were provided, the project’s average expected cash-on-cash (COC) return on equity would be approximately 5.2% to investors. According to Ehlers, the industry standard for COC returns for similar projects is ten (10) percent in order to raise equity. Thus, without financial assistance from the above agencies and the EDA, the project would not generate enough of a return on investment to attract the necessary equity capital to achieve financing. Upon analysis by Staff and Ehlers, and discussion with Bader Development, it was initially determined that between $1,700,000 and $3,050,000 in tax increment assistance would be necessary (depending if any grants were awarded) to allow the project to achieve a standard return. The EDA/City Council reviewed Bader Development’s TIF Application at the June 1st Special Study Session. During the course of that discussion it was also noted that the Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 5 Title: Redevelopment Contract with Shoreham Apartments, LLC Redeveloper would likely be submitting an application for private activity revenue bond financing from the City. Following discussion there was consensus support to favorably consider reimbursing the Redeveloper for qualified costs incurred in connection with the construction of the project up to $3,050,000 in tax increment generated by the project minus any grant awards. As a result, staff was directed to draft a formal Redevelopment Contract with Bader Development. The EDA has subsequently been informed that the project has been awarded four grants from the above three agencies which total $1,849,075. Given these grant awards and further review of the Redeveloper’s most recent financial proforma, the amount of tax increment necessary to make the project financially feasible has been reduced to $1.2 million. Reimbursing the Redeveloper for certain extraordinary costs in connection with The Shoreham makes it possible to construct a high quality project consistent with Livable Communities design principles and other objectives listed in the City’s Comprehensive Plan. The proposed amount of assistance is consistent with other similar mixed-use developments the EDA has facilitated in the past. Upon project completion, verification of qualified costs, and issuance of the TIF Note, tax increment generated from the increased value of the property would be disbursed to Bader Development on a "pay-as-you-go" basis. This means the Redeveloper must first incur the construction costs with its own funds. The increased property taxes generated from the completed project and paid by the Redeveloper (called “tax increment”) is then used to reimburse the Redeveloper for the above extraordinary costs it incurred during the project’s construction. This is the preferred financing method under the City's TIF Policy. The Shoreham project met the requirements of a Redevelopment TIF District (25 year TIF District). Under this type of TIF district, the proposed project would generate the proposed $1.2 million in tax increment in approximately 4 years. The Note would bear interest at 3.75%, which is the Redeveloper’s proposed bank financing rate for the project. The size of the Note is based upon no inflationary value in the project (as with all projects). This is more conservative estimating and thus it is possible that the pay-as-you-go note may be retired earlier than the estimated 4 years. As with most of the EDA’s redevelopment contracts, the Redeveloper will be required to execute a Minimum Assessment Agreement for the value utilized for projecting the amount of TIF assistance available. The EDA’s financial participation in the proposed project would leverage over $45 million in new investment as well as create over 50 new jobs and 30 affordable housing units. The ratio of private to public investment (grants and TIF) in the project is approximately $15 to $1. As a percentage of total project cost, the total amount of public investment is approximately 6.8%. TIF Lookback As with other projects the EDA has assisted with TIF, the proposed Redevelopment Contract with Bader contains a “lookback” provision. The EDA will perform a “lookback” calculation on the earliest of (i) the date when 93% of the apartments are leased; (ii) the date of any transfer in whole or in part of the apartments; or (iii) three years after the date of issuance of the Certificate of Completion for the project. The Redeveloper must submit evidence of its actual annualized cumulative internal rate of return (the “IRR”) from the apartments, calculated as of the applicable lookback date, along with the estimated annualized cumulative IRR from the apartments assuming a sale in the tenth year after the date of issuance of the Certificate of Completion for the apartments. The amount by which the IRR exceeds eighteen percent (18%) is considered Excess Income. If the EDA determines that there is Excess Income, it will apply fifty Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 6 Title: Redevelopment Contract with Shoreham Apartments, LLC percent (50%) of that amount toward prepayment of the outstanding principal amount of the TIF Note. Property Value and Taxes The total combined taxable market value of the five properties Bader Development proposes to redevelop is under $2.5 million. The total taxable market value of The Shoreham upon construction completion is estimated at $32.6 million. Thus the proposed project would create over $30 million in new market value. Most of the new value would be captured as tax increment and used to make payments on the TIF Note until it is retired and the TIF district is terminated. The project is estimated to generate a total of $730,795 in annual property taxes of which approximately $493,000 would be gross tax increment. The City, County and School District would continue to receive the property taxes collected on the subject site’s current base value. Once the TIF Note is retired the additional property taxes generated by the project’s market value would accrue to the benefit of the applicable taxing jurisdictions. Proposed Redevelopment Contract The EDA has been in discussion with Bader Development relative to the subject redevelopment site since last Fall. The Redeveloper’s proposed project plans and request for financial assistance have been presented and/or discussed at several study sessions over the past year. The project’s plans received Final Plat and PUD approvals from the City Council on June 1st. A list of specific business terms for providing the proposed assistance was provided at the July 27th Study Session. Those terms served as the basis for the proposed Redevelopment Contract with The Shoreham Apartments, LLC (Bader Development and “Redeveloper”). The Contract for Private Redevelopment specifies the mutual obligations between the EDA and the Redeveloper as well as the precise terms of the financial assistance to be provided. The proposed Contract was prepared by the EDA’s legal counsel, Kennedy & Graven in consultation with staff. The attached resolution of approval allows for modifications to the Contract that do not alter the substance of the transaction without bringing the Contract back to the EDA. The following are key terms of the proposed Contract. 1. Redeveloper agrees to close on the acquisition of the properties (“Closing”) located at the SW quadrant of the CSAH 25 Frontage Road and France Ave. (specifically 3907 and 3915 Highway 7, 3031 Glenhurst Avenue, and 3914 and 3918 31st Street West in St. Louis Park (“Redevelopment Property”) within 60 days of obtaining financing for the project. 2. The parties acknowledge that MPCA has approved a voluntary response action plan (“VRAP”) providing for remediation of hazardous wastes and contaminants on the Redevelopment Property. Promptly following the Closing, Redeveloper shall undertake remediation and any other actions required under the VRAP. Redeveloper expressly agrees to perform any task or obligation imposed under the VRAP and the Declaration, including any emergency procedures. 3. The Redeveloper acknowledges that the EDA makes no representations or warranties as to the condition of the soils on the Redevelopment Property or the fitness of the Redevelopment Property for construction of the Minimum Improvements (as defined in paragraph 11) or any other purpose for which the Redeveloper may make use of such property, and that the assistance provided to the Redeveloper neither implies any responsibility by the EDA or the City for any contamination of the Redevelopment Property Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 7 Title: Redevelopment Contract with Shoreham Apartments, LLC nor imposes any obligation on such parties to participate in any cleanup of the Redevelopment Property. 4. The Redeveloper further agrees that it will indemnify, defend, and hold harmless the EDA, the City, and their governing body members, officers, and employees (“Indemnitees”), from any claims or actions arising out of the presence, if any, of hazardous wastes or pollutants existing on the Redevelopment Property, unless and to the extent that such hazardous wastes or pollutants are present as a result of the actions or omissions of the Indemnitees. 5. To finance a portion of the extraordinary costs of environmental remediation on the Redevelopment Property (the “Grant-Eligible Costs”), the EDA has been awarded grants from DEED in the amount of $625,075; from the Metropolitan Council in the amount of $594,000; and from Hennepin County in the amounts of $430,000 and $200,000 (the “Grants”). (a) The EDA will reimburse the Redeveloper for Grant-Eligible Costs from and to the extent of the grant proceeds under such Grants in accordance with the terms of the applicable grant agreement(s). If Grant-Eligible Costs exceed the amount to be reimbursed under such grant agreements such excess shall be the sole responsibility of the Redeveloper (except to the extent reimbursable under the Note). (b) The Redeveloper agrees to submit to the EDA written reports so as to allow the EDA to remain in compliance with reporting requirements under state statutes and agency requirements. The EDA will consult with the Redeveloper regarding the required information needed to complete the forms. 6. The EDA has determined that, in order to make development of the Minimum Improvements financially feasible, it is necessary to reimburse Redeveloper for a portion of the cost of: building demolition, environmental contamination cleanup, site preparation, stormwater management, road improvements, trail extension, and structured parking related to the Minimum Improvements (the “Public Redevelopment Costs”). The tax increment generated from the Shoreham TIF District will be payable to Redeveloper in the form of one “TIF Note” (described below as the “Note”), which would be structured on the following basis: Ø Issue total: Not to exceed $1,200,000 Ø Type: Pay-as-you-go Ø Term: Until full repayment – approximately 4 years Ø Interest Rate: 3.75% Ø Admin Fee: 5% Ø Fiscal Disparities: Paid from within the district The EDA shall issue and deliver the TIF Note upon Redeveloper having: (a) delivered to the EDA written evidence satisfactory to the EDA that Redeveloper has incurred Public Redevelopment Costs in an amount least equal to the principal amount of the TIF Note, which evidence must include copies of the paid invoices or other comparable evidence for costs of allowable Public Redevelopment Costs; Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 8 Title: Redevelopment Contract with Shoreham Apartments, LLC (b) submitted and obtained EDA approval of financing; and (c) delivered to the EDA an investment letter in a form reasonably satisfactory to the EDA. 7. The EDA will perform a “lookback” calculation on the earliest of (i) the date when 93% of the apartments are leased; (ii) the date of any transfer in whole or in part of the apartments; or (iii) three years after the date of issuance of the Certificate of Completion for the project. The Redeveloper must submit evidence of its actual annualized cumulative internal rate of return (the “IRR”) from the apartments, calculated as of the applicable lookback date, along with the estimated annualized cumulative IRR from the apartments assuming a sale in the tenth year after the date of issuance of the Certificate of Completion for the apartments. The amount by which the IRR exceeds eighteen percent (18%) is considered Excess Income. If the EDA determines that there is Excess Income, it will apply fifty percent (50%) of that amount toward prepayment of the outstanding principal amount of the TIF Note. 8. Both parties agree that any assistance provided to the Redeveloper under the Redevelopment Contract is not expected to constitute a “business subsidy” under Minnesota Statutes because the assistance is for redevelopment. 9. Redeveloper agrees that it will pay the reasonable costs of consultants and attorneys retained by the EDA in connection with the preparation of the TIF Plan, the establishment of the TIF District, the negotiation and preparation of the Redevelopment Contract and other incidental agreements and documents. Upon termination of the Redevelopment Contract the Redeveloper remains obligated for costs incurred through the effective date of termination. 10. Before commencing construction of the Minimum Improvements or Redeveloper Public Improvements, the Redeveloper must submit plans and specifications regarding the Redeveloper Public Improvements for approval by the City Engineer (“Construction Plans”), and must submit Construction Plans regarding the Minimum Improvements for approval by the EDA. Plans related to the soil remediation however do not require approval by the City or EDA. All work on the Redeveloper Public Improvements and Minimum Improvements shall be in accordance with the approved Construction Plans and shall comply with all City requirements regarding such improvements. The parties agree and understand that the City will accept the Redeveloper Public Improvements in accordance with City procedures as specified in the Planning and Development Contract between the City of St. Louis Park and Shoreham Apartments, LLC. 11. Redeveloper agrees to undertake the Minimum Improvements and Redeveloper Public Improvements as shown in the Official Exhibits to Ordinance 2471-15 (“Approvals”). In summary, the Redeveloper agrees to remediate the site in compliance with MPCA requirements, construct the Redeveloper Public Improvements, and construct a building in accordance with Ordinance 2471-15. Specifically, the Minimum Improvements shall include a multi-story, mixed-use building consisting of approximately 150 units of multi- family housing with 20,000 square feet of ground-floor office space along with associated underground structured parking and surface parking. Redeveloper intends that the office space shall be initially leased by Bader Development/Steven Scott Management and another office/retail tenant, currently anticipated to be a medical office tenant. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 9 Title: Redevelopment Contract with Shoreham Apartments, LLC 12. If the Redeveloper desires to make any material change in the Construction Plans after their approval by the EDA, the Redeveloper shall submit the proposed change to the EDA for its approval. The term “material” means changes that increase or decrease construction costs by $500,000 or more. 13. Prior to the demolition of any existing structures, the Redeveloper must complete on-site historic documentation according to the “Scope and Fee Budget” from Preservation Design Works, LLC, provided to the City, dated December 1, 2014. 14. Subject to Unavoidable Delays, Redeveloper agrees to commence construction of the Minimum Improvements by October 31, 2015 and substantially complete them by May 1, 2017. If the Redeveloper anticipates that the above timetable will not be met, Redeveloper shall provide a written and oral presentation to the City Council of the City at a regular City Council meeting prior to the Required Commencement Date or Completion Date. The report must describe the reasons for the expected failure to meet the schedule, evidence of Redeveloper’s due diligence in working toward construction of the relevant Phase, and a detailed revised schedule. Failure to timely provide such written and oral report is an Event of Default. 15. The Redeveloper agrees to comply with the City’s Green Building Policy adopted 2-16-10. As a condition to issuance of a Certificate of Completion for the Minimum Improvements, Redeveloper will submit to the EDA a detailed list of the specific energy- efficient/sustainable features or components implemented in the construction of the Minimum Improvements. 16. Promptly after completion of the Minimum Improvements, the EDA Representative will deliver to the Redeveloper a Certificate of Completion. The construction of the Minimum Improvements will be deemed to be substantially complete upon issuance of a certificate of occupancy for the Minimum Improvements, and upon determination by the EDA Representative that all related site improvements on the Redevelopment Property have been substantially completed in accordance with approved Construction Plans, subject to landscaping that cannot be completed until seasonal conditions permit. 17. Redeveloper shall install dedicated wired connections from each building’s point of presence to each internal wiring closet, thence to each living and working unit. Each living and working unit shall have at least two (2) connections, each capable of supporting at minimum a one-gigabit connection. The Redeveloper shall wire the building to include 2 CATV and 2 CAT-6 connections. To provide for future high-speed broadband service, the Redeveloper shall install one empty 2-inch conduit from within a new or existing handhold in proximity to its existing telecommunications services (typically in public Right-of-Way) to a point of presence within each building in proximity to its existing telecommunications services. 18. In addition to construction of the Minimum Improvements, the Redeveloper shall construct, at Redeveloper’s sole cost, public sidewalks and boulevards adjacent to all streets abutting the Redevelopment Property; reconstruct France Avenue from West 30 ½ Street to a terminus approximately 120 feet north of West 31st Street; and construct a multi-use recreational trail between West 31st Street and France Avenue, as provided in the Official Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 10 Title: Redevelopment Contract with Shoreham Apartments, LLC Exhibits to the City’s Ordinance 2471-15 (the “City Ordinance”). All Redeveloper Public Improvements shall be constructed in accordance with the City Ordinance. 19. Redeveloper shall undertake all work related to the Redeveloper Public Improvements and the Minimum Improvements in compliance with all applicable federal and state laws, including without limitation all applicable state and federal Occupational Safety and Health Act regulations. Any subcontractors retained by Redeveloper shall be subject to the same requirements. 20. The Redeveloper agrees to comply with the City’s Inclusionary Housing Policy adopted 6- 1-15 including the following: A. Redeveloper agrees to reserve 20% of the apartment units in the Minimum Improvements for households earning 50% of Area Median Income (AMI) (“affordable dwelling units”) for at least 15 years following building occupancy. For the next 10 years, Redeveloper agrees to reserve at least 10% of the apartment units for households earning 60% of AMI or at least 8% of the apartment units for households earning 50% of AMI. B. The monthly rental price for affordable dwelling units shall include rent and utility costs and shall be based on fifty percent (50%) and/or sixty percent (60%) for the metropolitan area that includes St. Louis Park adjusted for bedroom size and calculated annually by Minnesota Housing for establishing rent limits for the Housing Tax Credit Program. C. The size and design of the affordable dwelling units shall be consistent and comparable with the market rate units in the rest of the project and is subject to the approval of the City. The Affordable dwelling units shall be distributed throughout the building. D. The affordable dwelling units shall have a number of bedrooms in the approximate proportion as the market rate units. E. Redeveloper agrees to prepare an Affordable Housing Plan as defined in the City’s Inclusionary Housing Policy. The Affordable Housing Plan shall describe how the Redeveloper complies with each of the applicable requirements of Inclusionary Housing Policy. Such a Plan shall be prepared and must be approved by the City prior to or in conjunction with the Redeveloper receiving its Certificate of Occupancy from the City. 21. Upon execution of the Agreement, the Redeveloper shall, with the EDA, execute an Assessment Agreement specifying an assessor's minimum Market Value for the Redevelopment Property and Minimum Improvements. The amount of the minimum Market Value shall be $27,421,000 as of January 2, 2017, and $32,260,000 as of January 2, 2018 and each January 2 thereafter, notwithstanding the status of construction by such dates. 22. If Redeveloper requires mortgage financing for the development of the Project, the EDA agrees to subordinate its rights under the Redevelopment Contract to the Holder of any Mortgage securing construction or permanent financing, in accordance with the terms of a mutually-approved subordination agreement. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 11 Title: Redevelopment Contract with Shoreham Apartments, LLC 23. Redeveloper agrees not to transfer the Redevelopment Contract or the Redevelopment Property (except to an affiliate) prior to receiving a Certificate of Completion without the prior written consent of the EDA, except for construction mortgage financing and/or permanent financing. The EDA's consent shall not be unreasonably withheld, conditioned or delayed. The EDA agrees to provide its consent or refusal to consent to Redeveloper in writing within 10 days after a request for such consent from Redeveloper. 24. Redeveloper agrees that the EDA and the City will not be held liable for any loss or damage to property or any injury to or death of any person occurring at or about or resulting from any defect in the Redevelopment Property or the Minimum Improvements. 25. The Redeveloper agrees not to discriminate upon the basis of race, color, creed, sex or national origin in the construction and maintenance of the Minimum Improvements and Public Improvements as well as lease, rental, use or occupancy of the Redevelopment Property or any improvements erected thereon. Business Subsidy The assistance provided to the Redeveloper under the proposed Contract does not constitute a “business subsidy” under the Business Subsidy Act (Section 116J.993 to 116J.995) as it is for redevelopment of property polluted by contaminants. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 12 Title: Redevelopment Contract with Shoreham Apartments, LLC ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY CITY OF ST. LOUIS PARK HENNEPIN COUNTY STATE OF MINNESOTA RESOLUTION NO. 15-____ RESOLUTION APPROVING A CONTRACT FOR PRIVATE REDEVELOPMENT AND AWARDING THE SALE OF, AND PROVIDING THE FORM, TERMS, COVENANTS AND DIRECTIONS FOR THE ISSUANCE OF ITS TAX INCREMENT REVENUE NOTE, SERIES 20__, TO SHOREHAM APARTMENTS LLC BE IT RESOLVED BY the Board of Commissioners (“Board”) of the St. Louis Park Economic Development Authority, St. Louis Park, Minnesota (the “Authority”) as follows: Section 1. Authorization; Award of Sale. 1.01. Authorization. The Authority and the City of St. Louis Park have heretofore approved the establishment of its Shoreham Tax Increment Financing District (the “TIF District”) within Redevelopment Project No. 1 (“Project”), and have adopted a tax increment financing plan for the purpose of financing certain improvements within the Project. Pursuant to Minnesota Statutes, Section 469.178, the Authority is authorized to issue and sell its bonds for the purpose of financing a portion of the public development costs of the Project. Such bonds are payable from all or any portion of revenues derived from the TIF District and pledged to the payment of the bonds. The Authority hereby finds and determines that it is in the best interests of the Authority that it issue and sell its Tax Increment Revenue Notes, Series 20__ (the “Note”) for the purpose of financing certain public redevelopment costs and environmental remediation costs of the Project. 1.02. Approval of Agreement. The Authority and Shoreham Apartments LLC (the “Owner”) have negotiated a Contract for Private Redevelopment (the “Agreement”) which provides for the construction of a mixed-use rental housing and office facility and associated parking, and for the issuance of the Note to the Owner. The Agreement as presented to the Board is hereby in all respects approved, subject to modifications that do not alter the substance of the transaction and that are approved by the President and Executive Director, provided that execution of the Agreement by such officials shall be conclusive evidence of approval. 1.03. Issuance, Sale, and Terms of the Note. (a) The Authority hereby authorizes the President and Executive Director to issue the Note in accordance with the Agreement. All capitalized terms in this resolution have the meaning provided in the Agreement unless the context requires otherwise. (b) The Note will be issued in the maximum aggregate principal amount of $1,200,000 to the Owner in consideration of certain eligible costs incurred by the Owner under the Agreement, will be dated the date of delivery thereof, and will bear interest at the rate of 3.75% from the date of Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 13 Title: Redevelopment Contract with Shoreham Apartments, LLC issue per annum to the earlier of maturity or prepayment. The Note will be issued in a single series, in the principal amount of Public Redevelopment Costs submitted and approved in accordance with Section 3.5 of the Agreement. The Note is secured by Available Tax Increment, as further described in the form of the Note herein. The Authority hereby delegates to the Executive Director the determination of the date on which the Note is to be delivered, in accordance with the Agreement. Section 2. Form of Note. The Note will be in substantially the following form, with the blanks to be properly filled in and the principal amount adjusted as of the date of issue: (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 14 Title: Redevelopment Contract with Shoreham Apartments, LLC UNITED STATE OF AMERICA STATE OF MINNESOTA COUNTY OF HENNEPIN ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY No. R-1 $_____________ TAX INCREMENT REVENUE NOTE SERIES 20__ Date Rate of Original Issue 3.75% The St. Louis Park Economic Development Authority (“Authority”) for value received, certifies that it is indebted and hereby promises to pay to Shoreham Apartments LLC or registered assigns (the "Owner"), the principal sum of $__________ and to pay interest thereon at the rate of 3.75% per annum, solely from the sources and to the extent set forth herein. Capitalized terms shall have the meanings provided in the Contract for Private Redevelopment between the Authority and the Owner, dated as of August 17, 2015 (the "Agreement"), unless the context requires otherwise. 1. Payments. Principal and interest ("Payments") shall be paid on August 1, 20__ and each February 1 and August 1 thereafter to and including February 1, 2024 ("Payment Dates") in the amounts and from the sources set forth in Section 3 herein. Payments shall be applied first to accrued interest, and then to unpaid principal. Interest accruing from the date of issue through and including February 1, 20__ shall be compounded semiannually on February 1 and August 1 of each year and added to principal. Payments are payable by mail to the address of the Owner or such other address as the Owner may designate upon 30 days written notice to the Authority. Payments on this Note are payable in any coin or currency of the United States of America which, on the Payment Date, is legal tender for the payment of public and private debts. 2. Interest. Interest at the rate stated herein shall accrue on the unpaid principal, commencing on the date of original issue. Interest shall be computed on the basis of a year of 360 days and charged for actual days principal is unpaid. 3. Available Tax Increment. (a) Payments on this Note are payable on each Payment Date solely from and in the amount of Available Tax Increment, which shall mean 95% of the Tax Increment attributable to the Minimum Improvements and Redevelopment Property that is paid to the Authority by Hennepin County in the six months preceding each Payment Date on the Note. (b) The Authority shall have no obligation to pay principal of and interest on this Note on each Payment Date from any source other than Available Tax Increment and the failure of the Authority to pay principal or interest on any Payment Date shall not constitute a default hereunder as long as the Authority pays principal and interest hereon to the extent of Available Tax Increment. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 15 Title: Redevelopment Contract with Shoreham Apartments, LLC The Authority shall have no obligation to pay unpaid balance of principal or accrued interest that may remain after the final Payment on February 1, 2024. 4. Default. If on any Payment Date there has occurred and is continuing any Event of Default under the Agreement, the Authority may withhold from payments hereunder under all Available Tax Increment. If the Event of Default is thereafter cured in accordance with the Agreement, the Available Tax Increment withheld under this Section shall be deferred and paid, without interest thereon, within 30 days after the Event of Default is cured. If the Event of Default is not cured in a timely manner, the Authority may terminate this Note by written notice to the Owner in accordance with the Agreement. 5. Prepayment. (a) The principal sum and all accrued interest payable under this Note is prepayable in whole or in part at any time by the Authority without premium or penalty. No partial prepayment shall affect the amount or timing of any other regular Payment otherwise required to be made under this Note. (b) Upon receipt by Redeveloper of the Authority’s written statement of the Participation Amount as described in Section 3.6 of the Agreement, fifty percent of such Participation Amount will be deemed to constitute, and will be applied to, prepayment of the principal amount of this Note. Such deemed prepayment is effective as of the date of delivery of such statement to the Owner, and will be recorded by the Registrar in its records for the Note. Upon request of the Owner, the Authority will deliver to the Owner a statement of the outstanding principal balance of the Note after application of the deemed prepayment under this paragraph. 6. Nature of Obligation. This Note is one of an issue in the total principal amount of $_________________, issued to aid in financing certain public redevelopment costs and administrative costs of a Project undertaken by the Authority pursuant to Minnesota Statutes, Sections 469.001 through 469.047, and is issued pursuant to an authorizing resolution (the "Resolution") duly adopted by the Authority on August 17, 2015, and pursuant to and in full conformity with the Constitution and laws of the State of Minnesota, including Minnesota Statutes, Sections 469.174 to 469.1794, as amended. This Note is a limited obligation of the Authority which is payable solely from Available Tax Increment pledged to the payment hereof under the Resolution. This Note and the interest hereon shall not be deemed to constitute a general obligation of the State of Minnesota or any political subdivision thereof, including, without limitation, the Authority. Neither the State of Minnesota, nor any political subdivision thereof shall be obligated to pay the principal of or interest on this Note or other costs incident hereto except out of Available Tax Increment, and neither the full faith and credit nor the taxing power of the State of Minnesota or any political subdivision thereof is pledged to the payment of the principal of or interest on this Note or other costs incident hereto. 7. Registration and Transfer. This Note is issuable only as a fully registered note without coupons. As provided in the Resolution, and subject to certain limitations set forth therein, this Note is transferable upon the books of the Authority kept for that purpose at the principal office of the City Controller, by the Owner hereof in person or by such Owner's attorney duly authorized in writing, upon surrender of this Note together with a written instrument of transfer satisfactory to the Authority, duly executed by the Owner. Upon such transfer or exchange and the payment by the Owner of any tax, fee, or governmental charge required to be paid by the Authority with respect to such transfer or exchange, there will be issued in the name of the transferee a new Note of the same aggregate principal amount, bearing interest at the same rate and maturing on the same dates. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 16 Title: Redevelopment Contract with Shoreham Apartments, LLC Except as otherwise provided in Section 3.5(d) of the Agreement, this Note shall not be transferred to any person or entity, unless the Authority has provided written consent to such transfer and the Authority has been provided with an opinion of counsel or a certificate of the transferor, in a form satisfactory to the Authority, that such transfer is exempt from registration and prospectus delivery requirements of federal and applicable state securities laws. IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions, and things required by the Constitution and laws of the State of Minnesota to be done, to exist, to happen, and to be performed in order to make this Note a valid and binding limited obligation of the Authority according to its terms, have been done, do exist, have happened, and have been performed in due form, time and manner as so required. IN WITNESS WHEREOF, the Board of Commissioners of the St. Louis Park Economic Development Authority have caused this Note to be executed with the manual signatures of its President and Executive Director, all as of the Date of Original Issue specified above. ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY Executive Director President REGISTRATION PROVISIONS The ownership of the unpaid balance of the within Note is registered in the bond register of the City Finance Director, in the name of the person last listed below. Date of Signature of Registration Registered Owner____ City Controller Shoreham Apartments LLC Federal Tax I.D. No. _____________ Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 17 Title: Redevelopment Contract with Shoreham Apartments, LLC Section 3. Terms, Execution and Delivery. 3.01. Denomination, Payment. The Note shall be issued as a single typewritten note numbered R-1. The Note shall be issuable only in fully registered form. Principal of and interest on the Note shall be payable by check or draft issued by the Registrar described herein. 3.02. Dates; Interest Payment Dates. Principal of and interest on the Note shall be payable by mail to the owner of record thereof as of the close of business on the fifteenth day of the month preceding the Payment Date, whether or not such day is a business day. 3.03. Registration. The Authority hereby appoints the City Controller to perform the functions of registrar, transfer agent and paying agent (the "Registrar"). The effect of registration and the rights and duties of the Authority and the Registrar with respect thereto shall be as follows: (a) Register. The Registrar shall keep at its office a bond register in which the Registrar shall provide for the registration of ownership of the Note and the registration of transfers and exchanges of the Note. (b) Transfer of Note. Upon surrender for transfer of the Note duly endorsed by the registered owner thereof or accompanied by a written instrument of transfer, in form reasonably satisfactory to the Registrar, duly executed by the registered owner thereof or by an attorney duly authorized by the registered owner in writing, the Registrar shall authenticate and deliver, in the name of the designated transferee or transferees, a new Note of a like aggregate principal amount and maturity, as requested by the transferor. Notwithstanding the foregoing, the Note shall not be transferred to any person other than an affiliate, or other related entity, of the Owner unless the Authority has been provided with an opinion of counsel or a certificate of the transferor, in a form satisfactory to the Authority, that such transfer is exempt from registration and prospectus delivery requirements of federal and applicable state securities laws. The Registrar may close the books for registration of any transfer after the fifteenth day of the month preceding each Payment Date and until such Payment Date. (c) Cancellation. The Note surrendered upon any transfer shall be promptly cancelled by the Registrar and thereafter disposed of as directed by the Authority. (d) Improper or Unauthorized Transfer. When the Note is presented to the Registrar for transfer, the Registrar may refuse to transfer the same until it is satisfied that the endorsement on such Note or separate instrument of transfer is legally authorized. The Registrar shall incur no liability for its refusal, in good faith, to make transfers which it, in its judgment, deems improper or unauthorized. (e) Persons Deemed Owners. The Authority and the Registrar may treat the person in whose name the Note is at any time registered in the bond register as the absolute owner of the Note, whether the Note shall be overdue or not, for the purpose of receiving payment of, or on account of, the principal of and interest on such Note and for all other purposes, and all such payments so made to any such registered owner or upon the owner's order shall be valid and effectual to satisfy and discharge the liability of the Authority upon such Note to the extent of the sum or sums so paid. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 18 Title: Redevelopment Contract with Shoreham Apartments, LLC (f) Taxes, Fees and Charges. For every transfer or exchange of the Note, the Registrar may impose a charge upon the owner thereof sufficient to reimburse the Registrar for any tax, fee, or other governmental charge required to be paid with respect to such transfer or exchange. (g) Mutilated, Lost, Stolen or Destroyed Note. In case any Note shall become mutilated or be lost, stolen, or destroyed, the Registrar shall deliver a new Note of like amount, maturity dates and tenor in exchange and substitution for and upon cancellation of such mutilated Note or in lieu of and in substitution for such Note lost, stolen, or destroyed, upon the payment of the reasonable expenses and charges of the Registrar in connection therewith; and, in the case the Note lost, stolen, or destroyed, upon filing with the Registrar of evidence satisfactory to it that such Note was lost, stolen, or destroyed, and of the ownership thereof, and upon furnishing to the Registrar of an appropriate bond or indemnity in form, substance, and amount satisfactory to it, in which both the Authority and the Registrar shall be named as obligees. The Note so surrendered to the Registrar shall be cancelled by it and evidence of such cancellation shall be given to the Authority. If the mutilated, lost, stolen, or destroyed Note has already matured or been called for redemption in accordance with its terms, it shall not be necessary to issue a new Note prior to payment. 3.04. Preparation and Delivery. The Note shall be prepared under the direction of the Executive Director and shall be executed on behalf of the Authority by the signatures of its President and Executive Director. In case any officer whose signature shall appear on the Note shall cease to be such officer before the delivery of the Note, such signature shall nevertheless be valid and sufficient for all purposes, the same as if such officer had remained in office until delivery. When the Note has been so executed, it shall be delivered by the Executive Director to the Owner thereof in accordance with the Agreement. Section 4. Security Provisions. 4.01. Pledge. The Authority hereby pledges to the payment of the principal of and interest on the Note all Available Tax Increment as defined in the Note. Available Tax Increment shall be applied to payment of the principal of and interest on the Note in accordance with the terms of the form of Note set forth in Section 2 of this resolution. 4.02. Bond Fund. Until the date the Note is no longer outstanding and no principal thereof or interest thereon (to the extent required to be paid pursuant to this resolution) remains unpaid, the Authority shall maintain a separate and special “Bond Fund” to be used for no purpose other than the payment of the principal of and interest on the Note. The Authority irrevocably agrees to appropriate to the Bond Fund on or before each Payment Date the Available Tax Increment in an amount equal to the Payment then due, or the actual Available Tax Increment, whichever is less. Any Available Tax Increment remaining in the Bond Fund shall be transferred to the Authority's account for the TIF District upon the termination of the Note in accordance with its terms. 4.03. Additional Obligations. The Authority may apply or pledge Available Tax Increment in excess of the amount needed to make Payments due on each Payment Date, to any other obligations (including without limitation any interfund loan). Any such pledge or expenditure is subordinate to the Note, including the requirement to pay any accumulated deficiency in meeting scheduled Payments on the Note. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Page 19 Title: Redevelopment Contract with Shoreham Apartments, LLC Section 5. Certification of Proceedings. 5.01. Certification of Proceedings. The officers of the Authority are hereby authorized and directed to prepare and furnish to the Owner of the Note certified copies of all proceedings and records of the Authority, and such other affidavits, certificates, and information as may be required to show the facts relating to the legality and marketability of the Note as the same appear from the books and records under their custody and control or as otherwise known to them, and all such certified copies, certificates, and affidavits, including any heretofore furnished, shall be deemed representations of the Authority as to the facts recited therein. Section 6. Effective Date. This resolution shall be effective upon approval. Reviewed for Administration: Adopted by the Economic Development Authority, August 17, 2015 Executive Director President Attest Secretary SCALE IN FEET 0 6030 Project Location Certification Sheet Title Summary Revision History Sheet No.Revision Project No. Date Submittal / RevisionNo. By Designed:Drawn: Approved: Book / Page: Phase: Initial Issued: Client BADER DEVELOPMENT THE SHOREHAM ST. LOUIS PARK, MINNESOTA MGB JTA/JMW EWM 03/02/2015 DJR20165PLAN REVIEW ONLYRegistration No. I hereby certify that this plan, specification or report was prepared by me or under my direct supervision and that I am a duly licensed professional ENGINEER under the laws of the state of Minnesota. If applicable, contact us for a wet signed copy of this plan which is available upon request at Sambatek's, Minnetonka, MN office. Date:41326 Erik W. Miller 03/02/2015 03/02/2015 PRELIMINARY PUD 03/18/2015 PRELIMINARY COMMENTS 04/17/2015 REVISED CITY SUBMITTAL 04/29/2015 PUD APPLICATION COMMENTS 05/12/2015 CITY COMMENTS May 21, 2015 - 12:32pm - User:593 L:\PROJECTS\DJR20165\dwg\Civil\Preliminary\20165-C3-SITE.dwg C3.01 SITE PLAN AREA TOTAL SITE AREA SETBACKS FRONT YARD REAR YARD SIDE YARD ZONING EXISTING ZONING PROPOSED ZONING EXISTING IMPERVIOUS AREA PERVIOUS AREA TOTAL PROPOSED IMPERVIOUS AREA PERVIOUS AREA TOTAL A. ALL DIMENSIONS ARE ROUNDED TO THE NEAREST TENTH FOOT. B. ALL DIMENSIONS SHOWN ARE TO THE FACE OF CURB TO FACE OF CURB UNLESS OTHERWISE NOTED. BACK OF CURB IS SHOWN GRAPHICALLY ONLY. C. ALL AREAS ARE ROUNDED TO THE NEAREST SQUARE FOOT. D. ALL PARKING STALLS TO BE 9' IN WIDTH AND 18' IN LENGTH UNLESS OTHERWISE INDICATED. E. CONTRACTOR SHALL REFER TO ARCHITECTURAL PLANS FOR EXACT LOCATIONS AND DIMENSIONS OF EXIT PORCHES, RAMPS, PRECISE BUILDING DIMENSIONS AND EXACT BUILDING UTILITY ENTRANCE LOCATIONS. F. SEE ARCHITECTURAL PLANS FOR PYLON SIGN DETAILS G. SEE ARCHITECTURAL PLANS FOR LIGHT POLE FOUNDATION DETAIL AND FOR EXACT LOCATIONS OF LIGHT POLE. H. REFER TO PRELIMINARY PLAT FOR LOT BOUNDARIES, LOT NUMBERS, LOT AREAS, AND LOT DIMENSIONS. I. ALL GRADIENTS ON SIDEWALKS ALONG THE ADA ROUTE SHALL HAVE A MAXIMUM LONGITUDINAL SLOPE OF 5% (1:20), EXCEPT AT CURB RAMPS (1:12), AND A MAXIMUM CROSS SLOPE OF 2.08% (1:48). THE MAXIMUM SLOPE IN ANY DIRECTION ON AN ADA PARKING STALL OR ACCESS ISLE SHALL BE 2.08% (1:48). THE CONTRACTOR SHALL REVIEW AND VERIFY THE GRADIENT IN THE FIELD ALONG THE ADA ROUTES PRIOR TO PLACING CONCRETE OR BITUMINOUS. THE CONTRACTOR SHALL NOTIFY THE ENGINEER IMMEDIATELY IF THERE IS A DISCREPANCY BETWEEN THE GRADIENT IN THE FIELD VERSUS THE DESIGN GRADIENT. J. "NO PARKING" SIGNS SHALL BE PLACED ALONG ALL DRIVEWAYS AS REQUIRED BY CITY. K. STREET NAMES ARE SUBJECT TO APPROVAL BY THE CITY. L. DRAINAGE AND UTILITY EASEMENTS SHALL BE PROVIDED AS REQUIRED. DRAINAGE AND UTILITY EASEMENTS WILL BE PROVIDED OVER ALL PUBLIC UTILITIES AND UP TO THE HIGH WATER LEVEL OF ALL PONDS. LEGEND EASEMENT CURB & GUTTER BUILDING RETAINING WALL SAWCUT LINE NUMBER OF PARKING STALLS PER ROW SIGN PIPE BOLLARD STANDARD DUTY ASPHALT PAVING HEAVY DUTY ASPHALT PAVING CONCRETE PAVING PROPERTY LIMIT EXISTINGPROPOSED KEY NOTE DEVELOPMENT SUMMARY DEVELOPMENT NOTES KEY NOTES WETLAND LIMITS TREELINE A. BUILDING, STOOPS, STAIRS (REF ARCHITECTURAL PLANS FOR DETAILS) B. B-612 CONCRETE CURB AND GUTTER C. B-618 6CONCRETE CURB AND GUTTER D. ZERO CURB SECTION E. CONCRETE APRON F. FLAT CURB SECTION G. SEGMENTAL BLOCK RETAINING WALL H. ACCESSIBLE RAMP I. BIKE RACKS (REF ARCHITECTURAL PLANS FOR DETAILS) J. PLANTER (REF ARCHITECTURAL PLANS FOR DETAILS) K. PEDESTRIAN CROSSWALK - ZEBRA DESIGN L. "ONE-WAY DO NOT ENTER" SIGN M. LIGHT STANDARD (REF ARCHITECTURAL PLANS FOR DETAILS) N. BRICK PIERS (REF ARCHITECTURAL PLANS FOR DETAILS) O. FENCE (REF ARCHITECTURAL PLANS FOR DETAILS) P. MONUMENT SIGN (REF ARCHITECTURAL PLANS FOR DETAILS) Q. 8' WIDE MULTI-PURPOSE TRAIL 2.23 AC 20 FEET 30 FEET 20 FEET C-2 & R-4 PUD 63% 1.59 AC 37% 0.95 AC 2.23 AC 77% 1.73 AC 23% 0.50 AC 2.23 AC Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 20 Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLCPage 21 464891v2 MNI SA285-105 Draft as of August 12, 2015 CONTRACT FOR PRIVATE REDEVELOPMENT By and Between ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY and SHOREHAM APARTMENTS LLC Dated as of: __________________, 2015 This document was drafted by: KENNEDY & GRAVEN, Chartered (MNI) 470 U.S. Bank Plaza Minneapolis, Minnesota 55402 (612) 337-9300 http://www.kennedy-graven.com Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 22 464891v2 MNI SA285-105 i TABLE OF CONTENTS Page PREAMBLE ......................................................................................................................................... 1 ARTICLE I Definitions Section 1.1. Definitions .................................................................................................................... 2 ARTICLE II Representations and Warranties Section 2.1. Representations by the Authority ................................................................................. 6 Section 2.2. Representations and Warranties by the Redeveloper ................................................... 6 ARTICLE III Property Acquisition; Public Redevelopment Costs Section 3.1. Status of Redevelopment Property ............................................................................... 8 Section 3.2. Environmental Undertakings ........................................................................................ 8 Section 3.3. Relocation ..................................................................................................................... 8 Section 3.4. Grant Disbursement ...................................................................................................... 9 Section 3.5. Issuance of Note ......................................................................................................... 10 Section 3.6. TIF Lookback ............................................................................................................. 11 Section 3.7. Business Subsidy ........................................................................................................ 12 Section 3.8. Payment of Authority Costs ....................................................................................... 13 ARTICLE IV Construction of Minimum Improvements Section 4.1. Construction of Improvements ................................................................................... 14 Section 4.2. Construction Plans ...................................................................................................... 14 Section 4.3. Commencement and Completion of Construction ..................................................... 15 Section 4.4. Certificate of Completion ........................................................................................... 16 Section 4.5. Records ....................................................................................................................... 16 Section 4.6. Connectivity ................................................................................................................ 16 Section 4.7. Redeveloper Public Improvements ............................................................................ 16 Section 4.8. Inclusionary Housing .................................................................................................. 17 ARTICLE V Insurance Section 5.1. Insurance ..................................................................................................................... 18 Section 5.2. Subordination .............................................................................................................. 19 Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 23 464891v2 MNI SA285-105 ii ARTICLE VI Tax Increment; Taxes Section 6.1. Right to Collect Delinquent Taxes ............................................................................. 20 Section 6.2. Review of Taxes ......................................................................................................... 20 Section 6.3. Assessment Agreement .............................................................................................. 20 ARTICLE VII Other Financing Section 7.1. Generally ..................................................................................................................... 21 Section 7.2. Authority’s Option to Cure Default on Mortgage ...................................................... 21 Section 7.3. Modification; Subordination ...................................................................................... 21 ARTICLE VIII Prohibitions Against Assignment and Transfer; Indemnification Section 8.1. Representation as to Development ............................................................................. 22 Section 8.2. Prohibition Against Redeveloper’s Transfer of Property and Assignment of Agreement .......................................................................................... 22 Section 8.3. Release and Indemnification Covenants .................................................................... 23 ARTICLE IX Events of Default Section 9.1. Events of Default Defined .......................................................................................... 25 Section 9.2. Remedies on Default .................................................................................................. 25 Section 9.3. No Remedy Exclusive ................................................................................................ 26 Section 9.4. No Additional Waiver Implied by One Waiver ........................................................ 26 Section 9.5. Attorney Fees .............................................................................................................. 26 ARTICLE X Additional Provisions Section 10.1. Conflict of Interests; Representatives Not Individually Liable ................................. 27 Section 10.2. Equal Employment Opportunity ................................................................................ 27 Section 10.3. Restrictions on Use ..................................................................................................... 27 Section 10.4. Provisions Not Merged With Deed ............................................................................ 27 Section 10.5. Titles of Articles and Sections .................................................................................... 27 Section 10.6. Notices and Demands ................................................................................................. 27 Section 10.7. Counterparts ................................................................................................................ 28 Section 10.8. Recording .................................................................................................................... 28 Section 10.9. Amendment ................................................................................................................ 28 Section 10.10. Authority Approvals ................................................................................................... 28 TESTIMONIUM ................................................................................................................................ 29 SIGNATURES ................................................................................................................................... 29 Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 24 464891v2 MNI SA285-105 iii SCHEDULE A Redevelopment Property SCHEDULE B Form of Draw Request SCHEDULE C Authorizing Resolution SCHEDULE D Form of Certificate of Completion SCHEDULE E Subordination Agreement SCHEDULE F Pro Forma SCHEDULE G Assessment Agreement Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 25 1 464891v2 MNI SA285-105 CONTRACT FOR PRIVATE REDEVELOPMENT THIS AGREEMENT, made as of the __ day of ___________, 2015, by and between the St. Louis Park Economic Development Authority (the “Authority”), a public body corporate and politic under the laws of Minnesota, and Shoreham Apartments LLC (the “Redeveloper”), a Delaware limited liability company. WITNESSETH: WHEREAS, the Authority was created pursuant to Minnesota Statutes, Sections 469.090 to 469.1081, as amended (the “Act”) and was authorized to transact business and exercise its powers by a resolution of the City Council of the City of St. Louis Park, Minnesota (the “City”); and WHEREAS, the Authority has undertaken a program to promote the development and redevelopment of land which is underutilized within the City, and in this connection created Redevelopment Project No. 1 (hereinafter referred to as the “Project”) in an area (hereinafter referred to as the “Project Area”) located in the City pursuant to Minnesota Statutes, Sections 469.001 to 469.047 (the “HRA Act”); and WHEREAS, pursuant to the Act and the HRA Act, the Authority is authorized to undertake certain activities to prepare such real property for development and redevelopment by private enterprise; and WHEREAS, the Redeveloper intends to acquire certain property (the “Redevelopment Property”) in the Project Area and to develop on that property a mixed-use facility consisting of rental housing and commercial space, further described herein (the “Minimum Improvements”); and WHEREAS, the Authority has established the Shoreham Tax Increment Financing District (“TIF District”) pursuant to Minnesota Statutes, Sections 469.174 to 469.1794, as amended, made up of property in the Project Area including the Redevelopment Property; and WHEREAS, the Authority believes that the development of the Redevelopment Property pursuant to and in general fulfillment of this Agreement, is in the vital and best interests of the City, will promote the health, safety, morals, and welfare of its residents, and will be in accord with the public purposes and provisions of the applicable State and local laws and requirements under which the Project has been undertaken and is being assisted. NOW, THEREFORE, in consideration of the premises and the mutual obligations of the parties hereto, each of them does hereby covenant and agree with the other as follows: Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 26 2 464891v2 MNI SA285-105 ARTICLE I Definitions Section 1.1. Definitions. In this Agreement, unless a different meaning clearly appears from the context: “Act” means Minnesota Statutes Sections 469.090 to 469.1081, as amended. “Affiliate” means with respect to any entity (a) any corporation, partnership, limited liability company or other business entity or person controlling, controlled by or under common control with the entity, and (b) any successor to such party by merger, acquisition, reorganization or similar transaction involving all or substantially all of the assets of such party (or such Affiliate). For the purpose hereof the words “controlling”, “controlled by” and “under common control with” shall mean, with respect to any corporation, partnership, limited liability company or other business entity, the ownership of fifty percent or more of the voting interests in such entity or possession, directly or indirectly, of the power to direct or cause the direction of management policies of such entity, whether through ownership of voting securities or by contract or otherwise. “Agreement” means this Agreement, as the same may be from time to time modified, amended, or supplemented. “Authority” means the St. Louis Park Economic Development Authority. “Authority Representative” means the Executive Director of the Authority, or any person designated by the Executive Director to act as the Authority Representative for the purposes of this Agreement. “Authorizing Resolution” means the resolution of the Authority, substantially in the form of attached Schedule C to be adopted by the Authority to authorize the issuance of the Note. “Available Tax Increment” has the meaning provided in the Authorizing Resolution. “Business Day” means any day except a Saturday, Sunday, legal holiday, a day on which the City is closed for business, or a day on which banking institutions in the City are authorized by law or executive order to close. “Business Subsidy Act” means Minnesota Statutes, Sections 116J.993 to 116J.995, as amended. “City” means the City of St. Louis Park, Minnesota. “Certificate of Completion” means the certification provided to the Redeveloper pursuant to Section 4.4 of this Agreement. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 27 3 464891v2 MNI SA285-105 “Construction Plans” means the plans, specifications, drawings and related documents on the construction work to be performed by the Redeveloper on the Redevelopment Property which (a) shall be as detailed as the plans, specifications, drawings and related documents which are submitted to the appropriate building officials of the City, and (b) shall include at least the following for each building: (1) site plan; (2) foundation plan; (3) underground parking plans; (4) floor plan for each floor; (5) cross sections of each (length and width); (6) elevations (all sides); (7) landscape plan; and (8) such other plans or supplements to the foregoing plans as the Authority may reasonably request to allow it to ascertain the nature and quality of the proposed construction work. “County” means the County of Hennepin, Minnesota. “County Grant Agreements” means Contract No. ___________, the Environmental Response Fund Grant Agreement between the Authority and the County, by and through its Department of Environmental Services, negotiation of which was approved by County resolution on ____________, 2015; and ___________________. “DEED” means the Minnesota Department of Employment and Economic Development. “DEED Grant Agreement” means the Contamination Cleanup Grant Contract, Grant No. CCGP-15-0004-Z-FY16 (The Shoreham Project) between DEED and the Authority dated as of July 6, 2015. “Development Pro Forma” means the financial pro forma for the Minimum Improvements attached hereto as Schedule E. “Draw Request” has the meaning provided in Section 3.4(d) hereof. “Event of Default” means an action by the Redeveloper listed in Article IX of this Agreement. “Grants” has the meaning provided in Section 3.4(a) hereof. “Grant-Eligible Costs” has the meaning provided in Section 3.4(a) hereof. “Holder” means the owner of a Mortgage. “HRA Act” means Minnesota Statutes, Sections 469.001 to 469.047, as amended. “Maturity Date” means the date that the Note has been paid in full or terminated in accordance with its terms, whichever is earlier. “Met Council” means the Metropolitan Council. “Met Council Grant Agreement” means the Metropolitan Livable Communities Act Grant Agreement between the Metropolitan Council and the Authority dated as of ___________, 2015. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 28 4 464891v2 MNI SA285-105 “Minimum Improvements” means construction on the Redevelopment Property of a multi- story mixed use building consisting of approximately 150 market-rate and affordable apartment units and approximately 20,000 square feet of office space, along with associated surface and structured underground parking. “Mortgage” means any mortgage made by the Redeveloper that is secured, in whole or in part, with the Redevelopment Property and that is a permitted encumbrance pursuant to the provisions of Article VIII of this Agreement. “Note” means a Tax Increment Revenue Note, substantially in the form contained in the Authorizing Resolution, to be delivered by the Authority to the Redeveloper in accordance with Section 3.5 hereof to reimburse the Redeveloper for Public Redevelopment Costs. “Parcel” means any parcel of the Redevelopment Property. “Project” means the Authority's Redevelopment Project No. 1. “Public Redevelopment Costs” has the meaning provided in Section 3.5(a) hereof. “Project Area” means the geographic area within the boundaries of the Project. “Redeveloper” means Shoreham Apartments LLC, a Delaware limited liability company, or its permitted successors and assigns. “Redevelopment Plan” means the Redevelopment Plan for the Project. “Redevelopment Property” means the real property described in Schedule A of this Agreement, provided that upon filing of a final plat of such property, the platted legal description will control. “State” means the state of Minnesota. “Tax Increment” means that portion of the real property taxes that is paid with respect to the Redevelopment Property and that is remitted to the Authority as tax increment pursuant to the Tax Increment Act. “Tax Increment Act” or “TIF Act” means the Tax Increment Financing Act, Minnesota Statutes Sections 469.174 to 469.1794, as amended. “Tax Increment District” or “TIF District” means the Shoreham Tax Increment Financing District created by the City and the Authority. “Tax Increment Plan” or “TIF Plan” means the Tax Increment Financing Plan for the TIF District approved by the City Council on August 17, 2015, and as it may be amended. . Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 29 5 464891v2 MNI SA285-105 “Tax Official” means any County assessor, County auditor, County or State board of equalization, the commissioner of revenue of the State, or any State or federal district court, the tax court of the State, or the State Supreme Court. “Transfer” has the meaning set forth in Section 8.2(a) hereof. “Unavoidable Delays” means delays beyond the reasonable control of the party seeking to be excused as a result thereof which are the direct result of strikes, other labor troubles, prolonged adverse weather or acts of God, fire or other casualty to the Minimum Improvements, litigation commenced by third parties which, by injunction or other similar judicial action, directly results in delays, or acts of any federal, state or local governmental unit (other than the Authority or City in exercising their rights under this Agreement), including without limitation condemnation or threat of condemnation of any portion of the Redevelopment Property, which directly result in delays. Unavoidable Delays shall not include delays experienced by the Redeveloper in obtaining permits or governmental approvals necessary to enable construction of the Minimum Improvements by the dates such construction is required under Section 4.3 of this Agreement, so long as the Construction Plans have been approved in accordance with Section 4.2 hereof. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 30 6 464891v2 MNI SA285-105 ARTICLE II Representations and Warranties Section 2.1. Representations by the Authority. (a) The Authority is an economic development authority duly organized and existing under the laws of the State. Under the provisions of the Act and the HRA Act, the Authority has the power to enter into this Agreement and carry out its obligations hereunder. (b) The Authority will use its best efforts to facilitate development of the Minimum Improvements, including but not limited to cooperating with the Redeveloper in obtaining necessary administrative and land use approvals and construction financing pursuant to Section 7.1 hereof. (c) The Authority will issue the Note, subject to all the terms and conditions of this Agreement. (d) The activities of the Authority are undertaken for the purpose of fostering the redevelopment of certain real property that is occupied by substandard and obsolete buildings, which will revitalize this portion of the Project Area, increase tax base, and increase housing opportunities. Section 2.2. Representations and Warranties by the Redeveloper. The Redeveloper represents and warrants that: (a) The Redeveloper is a limited liability company, duly organized and in good standing under the laws of the State of Delaware, is not in violation of any provisions of its articles of organization or bylaws, is duly qualified as a foreign limited liability company and authorized to transact business within the State, has power to enter into this Agreement and has duly authorized the execution, delivery, and performance of this Agreement by proper action of its members. (b) If the conditions precedent to construction occur, the Redeveloper will construct the Minimum Improvements and Redeveloper Public Improvements in accordance with the terms of this Agreement, the Redevelopment Plan and all local, state and federal laws and regulations (including, but not limited to, environmental, zoning, building code and public health laws and regulations, and all applicable state and federal Occupational Safety and Health Act regulations). Redeveloper will require that all subcontractors retained by Redeveloper are subject to the requirements of this paragraph. (c) The Redeveloper will use reasonable efforts to secure all permits, licenses and approvals necessary for construction of the Minimum Improvements. (d) The Redeveloper acknowledges that the Minnesota Pollution Control Agency (“MPCA”) has approved a voluntary response action plan (“VRAP”) in connection with the Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 31 7 464891v2 MNI SA285-105 Redevelopment Property, and that the Redeveloper is obligated to undertake the remediation required under the VRAP, as more fully described in Section 3.2 hereof. (e) The Redeveloper has received no written notice or other written communication from any local, state or federal official that the activities of the Redeveloper or the Authority in the Project Area may be or will be in violation of any environmental law or regulation (other than those notices or communications of which the Authority is aware). Subject to the contents of the Environmental Reports, the Redeveloper is aware of no facts the existence of which would cause it to be in violation of or give any person a valid claim under any local, state or federal environmental law, regulation or review procedure. (f) Neither the execution and delivery of this Agreement, the consummation of the transactions contemplated hereby, nor the fulfillment of or compliance with the terms and conditions of this Agreement is prevented, limited by or conflicts with or results in a breach of, the terms, conditions or provisions of any corporate restriction or any evidences of indebtedness, agreement or instrument of whatever nature to which the Redeveloper is now a party or by which it is bound, or constitutes a default under any of the foregoing. (g) The proposed development by the Redeveloper hereunder would not occur but for the tax increment financing assistance being provided by the Authority hereunder. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 32 8 464891v2 MNI SA285-105 ARTICLE III Property Acquisition; Public Redevelopment Costs Section 3.1. Status of Redevelopment Property. The Redevelopment Property consists of the real property described in Schedule A. As of the date of this Agreement the Redeveloper has entered into purchase agreements to acquire all Parcels of the Redevelopment Property, and shall close on the acquisition of the Redevelopment Property within 60 days of receiving financing for the Minimum Improvements and Redeveloper Public Improvements. The Authority has no obligation to acquire the Redevelopment Property or any Parcel thereof. Section 3.2. Environmental Undertakings. (a) The parties acknowledge that the MPCA has approved a voluntary response action plan providing for the remediation of hazardous wastes and contaminants on the Redevelopment Property (the “VRAP”). Promptly following closing on the acquisition of the Redevelopment Property, Redeveloper shall undertake the remediation and other actions required under the VRAP, subject to the reimbursement as further described in this Agreement. The Redeveloper expressly agrees to perform any task or obligation imposed under the VRAP, including any emergency procedures. (b) The Redeveloper acknowledges that the Authority makes no representations or warranties as to the condition of the soils on the Redevelopment Property or the fitness of the Redevelopment Property for construction of the Minimum Improvements or any other purpose for which the Redeveloper may make use of such property, and that the assistance provided to the Redeveloper under this Agreement neither implies any responsibility by the Authority or the City for any contamination of the Redevelopment Property nor imposes any obligation on such parties to participate in any cleanup of the Redevelopment Property. (c) Without limiting its obligations under Section 8.3 of this Agreement, the Redeveloper further agrees that it will indemnify, defend, and hold harmless the Authority, the City, and their governing body members, officers, and employees, from any claims or actions arising out of the presence, if any, of hazardous wastes or pollutants existing on or in the Redevelopment Property (including without limitation any asbestos in any existing building), unless and to the extent that such hazardous wastes or pollutants are present as a result of the actions or omissions of the indemnitees. Nothing in this section will be construed to limit or affect any limitations on liability of the City or Authority under State or federal law, including without limitation Minnesota Statutes Sections 466.04 and 604.02. Section 3.3. Relocation. (a) As of the date of this Agreement the Redeveloper has entered into purchase agreements to acquire all Parcels of the Redevelopment Property. The Authority has no obligation to acquire the Redevelopment Property or any portion thereof, and has no obligation to pay relocation benefits with regard to any Parcel. (b) Without limiting the Redeveloper's obligations under Section 8.3 hereof, the Redeveloper will indemnify, defend, and hold harmless the Authority, the City, and their governing body members, employees, agents, and contractors from any and all claims for benefits or payments Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 33 9 464891v2 MNI SA285-105 arising out of the relocation or displacement of any person from the Redevelopment Property as a result of the implementation of this Agreement. Section 3.4. Grant Disbursement. (a) To finance a portion of the environmental remediation activities on the Redevelopment Property, including the costs of implementing the VRAP (the “Grant-Eligible Costs”), the Authority has obtained a grant from DEED in the amount of $625,075, two grants from the County in the amounts of $430,000 and $200,000, and a grant from the Met Council in the amount of $594,000. (b) The Authority will pay or reimburse the Redeveloper for Grant-Eligible Costs from and to the extent of the grant proceeds from DEED, the Met Council, and the County in accordance with the terms of the DEED Grant Agreement, the Met Council Grant Agreement, and the County Grant Agreements, respectively, and the terms of this Section. Notwithstanding anything to the contrary herein, if Grant-Eligible Costs exceed the amount to be reimbursed under this Section, such excess shall be the sole responsibility of the Redeveloper (except to the extent such costs are eligible for reimbursement under the Note). (c) All disbursements will be made subject to the conditions precedent that on the date of such disbursement: (1) The Authority has received a written statement from the Redeveloper’s authorized representative certifying with respect to each payment: (a) that none of the items for which the payment is proposed to be made has formed the basis for any payment previously made under this Section (or before the date of this Agreement); (b) that each item for which the payment is proposed is a Grant-Eligible Cost, including a statement specifying which grant is the eligible funding source; and (c) the Redeveloper reasonably anticipates completion of the Grant-Eligible Costs and the Minimum Improvements in accordance with the terms of this Agreement. (2) No Event of Default under this Agreement or event which would constitute such an Event of Default but for the requirement that notice be given or that a period of grace or time elapse, shall have occurred and be continuing. (3) No license or permit necessary for undertaking the Grant-Eligible Costs or constructing the Minimum Improvements shall have been revoked or the issuance thereof subjected to challenge before any court or other governmental authority having or asserting jurisdiction thereover. (4) Redeveloper has submitted, and the Authority has approved, Construction Plans for the Minimum Improvements in accordance with Article IV hereof. (d) Whenever the Redeveloper desires a disbursement to be made hereunder, which shall be no more often than bi-weekly, the Redeveloper shall submit to the Authority a draw request in the form attached as Schedule B duly executed on behalf of the Redeveloper accompanied by paid invoices or other comparable evidence that the cost has been incurred and paid or is payable by Redeveloper (the “Draw Request”). Each Draw Request shall constitute a representation and Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 34 10 464891v2 MNI SA285-105 warranty by the Redeveloper that all representations and warranties set forth in this Agreement are true and correct as of the date of such draw request. (e) If the Redeveloper has performed all of its agreements and complied with all requirements theretofore to be performed or complied with hereunder, including satisfaction of all applicable conditions precedent contained in this Article III, the Authority shall make a disbursement to the Redeveloper in the amount of the requested disbursement or such lesser amount as shall be approved, within twenty Business Days after the date of the Authority’s receipt of the Draw Request, or, if later, upon receipt of grant proceeds from DEED, the County, or the Met Council, as the case may be. Each disbursement shall be paid from the grant designated by the Authority at its discretion, subject to the Authority’s determination that the relevant Grant-Eligible Cost is payable from the designated source under the DEED Grant Agreement, the County Grant Agreement and the Met Council Grant Agreement. (f) The making of the final disbursement by the Authority under this Section shall be subject to the condition precedent that the Redeveloper shall be in compliance with all conditions set forth in this Section and further, that the Authority shall have received a lien waiver from each contractor for all work done and for all materials furnished by it for the Grant-Eligible Costs. (g) The Authority may, in its sole discretion, without notice to or consent from any other party, waive any or all conditions for disbursement set forth in this Article. However, the making of any disbursement prior to fulfillment of any condition therefor shall not be construed as a waiver of such condition, and the Authority shall have the right to require fulfillment of any and all such conditions prior to authorizing any subsequent disbursement. (h) The Redeveloper agrees to submit to the Authority any written reports required in order for the Authority to remain in compliance with its reporting requirements under the Grant Agreements. The Authority will inform the Redeveloper of any information Authority requires to complete the applicable reporting forms. Section 3.5. Issuance of Note. (a) Generally. The Authority has determined that, in order to make development of the Minimum Improvements financially feasible, it is necessary to reimburse Redeveloper for the cost of demolition, site preparation, stormwater management, environmental remediation (to the extent not reimbursed as a Grant-Eligible Cost), structured parking, road improvements, and trail extension work (collectively referred to as “Public Redevelopment Costs”) related to the Redevelopment Property, subject to the terms of this Section. (b) Terms. To reimburse the Public Redevelopment Costs incurred by Redeveloper, the Authority shall issue and the Redeveloper shall purchase the Note in the maximum principal amount of $1,200,000. The Authority shall issue and deliver the Note upon Redeveloper having: (i) delivered to the Authority written evidence satisfactory to the Authority that Redeveloper has incurred Public Redevelopment Costs in an amount least equal to the principal amount of the Note, which evidence must include copies of the paid invoices or other comparable evidence for costs of allowable Public Redevelopment Costs; Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 35 11 464891v2 MNI SA285-105 (ii) submitted and obtained Authority approval of financing in accordance with Section 7.1; and (iii) delivered to the Authority an investment letter in a form reasonably satisfactory to the Authority. The terms of the Note will be substantially those set forth in the form of the Note shown in Schedule B, and the Note will be subject to all terms of the Authorizing Resolution, which are incorporated herein by reference. (c) Termination of right to Note. In accordance with Section 469.1763, Subdivision 3 of the TIF Act, conditions for delivery of the Note must be met within five years after the date of certification of the TIF District by the County. If the conditions are not satisfied by such date, the City has no further obligations under this Section 3.5. (d) Assignment of Note. The Authority acknowledges that the Redeveloper may assign the Note to a third party. The Authority consents to such an assignment, conditioned upon receipt of an investment letter from such third party in a form reasonably acceptable to the Authority. (e) Qualifications. The Redeveloper understands and acknowledges that the Authority makes no representations or warranties regarding the amount of Tax Increment, or that revenues pledged to the Note will be sufficient to pay the principal and interest on the Note. Any estimates of Tax Increment prepared by the Authority or its financial advisors in connection with the TIF District or this Agreement are for the benefit of the Authority, and are not intended as representations on which the Redeveloper may rely. Public Redevelopment Costs exceeding the principal amount of the Note are the sole responsibility of Redeveloper. Section 3.6. TIF Lookback. (a) Generally. The financial assistance to the Redeveloper under this Agreement is based on certain assumptions regarding likely costs and expenses associated with constructing the portion of the Minimum Improvements consisting of the apartment units (the “Apartments”). The Authority and the Redeveloper agree that those assumptions will be reviewed at the times described in this Section, and that the amount of Tax Increment assistance provided under Section 3.5 will be adjusted accordingly. (b) Definitions. For the purposes of this Section, the following terms have the following definitions: “Calculation Date” means 60 days after the earliest of (i) the date of Stabilization for the Apartments; (ii) the date of any Transfer in whole or in part of the Apartments; or (iii) three years after the date of issuance of the Certificate of Completion for the Apartments. “Net Operating Income” means all net rental income from the Apartments received in the last fiscal year prior to the Calculation Date, subject to the following Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 36 12 464891v2 MNI SA285-105 adjustments: (i) if the Apartments have not reached Stabilization as of the Calculation Date, income will be calculated as the sum of actual rent, parking and miscellaneous income plus assumed rent, parking and miscellaneous income for the space needed to reach 93% lease-up at rates equal to the average rent and parking income from actual leases and miscellaneous income as of the Calculation Date; (ii) from that total will be deducted actual fees, operating and management expenses as outlined on Schedule E hereto (if Stabilization has occurred) or estimated fees, operating and management expenses as if the Apartments were 93% leased (if Stabilization has not occurred). “Stabilization” means 93% of the Apartments are leased. (c) Lookback Calculation. On the applicable Calculation Date, the Redeveloper shall deliver to the Authority reasonable evidence of its actual annualized cumulative internal rate of return (the “IRR”) from the Apartments, calculated as of the applicable Calculation Date, along with the estimated annualized cumulative IRR from the Apartments assuming a sale in the tenth year after the date of issuance of the Certificate of Completion for the Apartments. The IRR shall be calculated based on equity, revenues and expenses in substantially in the format of the lookback pro forma attached as Schedule F hereto. The Redeveloper agrees to provide to the Authority any background documentation reasonably related to the financial data, upon written request from the Authority or the Authority’s financial consultant. The Authority may, by written request, require Redeveloper to deliver to the Authority a written certificate of a certified public accountant regarding total redevelopment costs and revenues, to be provided at Redeveloper’s expense. The amount by which the IRR exceeds eighteen percent (18%) shall be referred to as the “Excess Percentage.” The Excess Percentage, multiplied by Redeveloper’s equity in the Apartments (as calculated for purposes of determining the IRR), is the “Participation Amount.” If the Authority determines that there is a Participation Amount, the Authority shall deliver written notice to the Redeveloper stating the Participation Amount and applying fifty percent (50%) of the Participation Amount as prepayment of the outstanding principal amount of the Note in accordance with Section 5(b) of the Note, effective upon delivery of such notice. Section 3.7. Business Subsidy. The Redeveloper warrants and represents that the Redeveloper’s investment in the purchase of the Redevelopment Property and in site preparation equals at least 70% of the County assessor’s finalized market value of the Redevelopment Property for the 2015 assessment year, calculated as follows: Aggregate cost of acquisition of Redeveloper Parcels……...…..$4,000,000 Plus Estimated cost of site preparation...................……………$290,000 Less site preparation costs reimbursed by the Authority….. ……($290,000) Equals net land and site preparation cost...................…………$4,000,000 Assessor's finalized market value Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 37 13 464891v2 MNI SA285-105 of Redevelopment Property (2015)...................……………$2,214,208 $4,000,000 (net acquisition and site preparation cost) is 180.66% of $2,214,208 (assessor's finalized fair market value of the Redevelopment Property for 2015). Accordingly, the parties agree and understand that the financial assistance described in this Agreement does not constitute a business subsidy within the meaning of the Business Subsidy Act. The Redeveloper releases and waives any claim against the Authority and its governing body members, officers, agents, servants and employees thereof arising from application of the Business Subsidy Act to this Agreement, including without limitation any claim that the Authority failed to comply with the Business Subsidy Act with respect to this Agreement. Section 3.8. Payment of Authority Costs. The Redeveloper agrees that it will pay, within 15 days after written notice from the Authority, the reasonable costs of consultants and attorneys retained by the Authority in connection with the creation of the TIF District and the negotiation in preparation of this Agreement and other incidental agreements and documents related to the development contemplated hereunder. The Authority will provide written reports describing the costs accrued under this Section upon request from the Redeveloper, but not more often than intervals of 45 days. Any amount deposited by the Redeveloper upon filling its application for tax increment financing with the Authority will be credited to the Redeveloper’s obligation under this Section. Upon termination of this Agreement in accordance with its terms, the Redeveloper remains obligated under this section for costs incurred through the effective date of termination. (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 38 14 464891v2 MNI SA285-105 ARTICLE IV Construction of Minimum Improvements Section 4.1. Construction of Improvements. The Redeveloper agrees that it will construct or cause construction of the Minimum Improvements on the Redevelopment Property in accordance with the approved Construction Plans and that it will, during any period while the Redeveloper retains ownership of any portion of the Minimum Improvements, operate and maintain, preserve and keep the Minimum Improvements or cause the Minimum Improvements to be maintained, preserved and kept with the appurtenances and every part and parcel thereof, in good repair and condition. Section 4.2. Construction Plans. (a) Before commencing construction of the Minimum Improvements, the Redeveloper shall submit to the Authority Construction Plans for the Minimum Improvements. The Construction Plans shall provide for the construction of the Minimum Improvements and shall be in conformity with this Agreement, the Redevelopment Plan and all applicable State and local laws and regulations. The Authority will approve the Construction Plans in writing if (i) the Construction Plans conform to all terms and conditions of this Agreement; (ii) the Construction Plans conform to the goals and objectives of the Redevelopment Plan; (iii) the Construction Plans conform to all applicable federal, state and local laws, ordinances, rules and regulations; (iv) the Construction Plans are adequate to provide for construction of the Minimum Improvements; (v) the Construction Plans do not provide for expenditures in excess of the funds available to the Redeveloper for construction of the Minimum Improvements; and (vi) no Event of Default has occurred. No approval by the Authority shall relieve the Redeveloper of the obligation to comply with the terms of this Agreement, applicable federal, state and local laws, ordinances, rules and regulations, or to construct the Minimum Improvements in accordance therewith. No approval by the Authority shall constitute a waiver of an Event of Default. If approval of the Construction Plans is requested by the Redeveloper in writing at the time of submission, such Construction Plans shall be deemed approved unless rejected in writing by the Authority, in whole or in part. Such rejections shall set forth in detail the reasons therefor based upon the criteria set forth in (i) through (vi) above, and shall be made within 20 days after the date of receipt of final plans from the Redeveloper. If the Authority rejects any Construction Plans in whole or in part, the Redeveloper shall submit new or corrected Construction Plans within twenty (20) days after written notification to the Redeveloper of the rejection. The provisions of this Section relating to approval, rejection and resubmission of corrected Construction Plans shall continue to apply until the Construction Plans have been approved by the Authority. The Authority's approval shall not be unreasonably withheld. Said approval shall constitute a conclusive determination that the Construction Plans (and the Minimum Improvements, constructed in accordance with said plans) comply to the Authority's satisfaction with the provisions of this Agreement relating thereto. The Redeveloper hereby waives any and all claims and causes of action whatsoever resulting from the review of the Construction Plans by the Authority and/or any changes in the Construction Plans requested by the Authority. Neither the Authority, nor any employee or official of the Authority or City shall be responsible in any manner whatsoever for any defect in the Construction Plans or in any work done pursuant to the Construction Plans, including changes requested by the Authority. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 39 15 464891v2 MNI SA285-105 (b) If the Redeveloper desires to make any material change in the Construction Plans or any component thereof after their approval by the Authority, the Redeveloper shall submit the proposed change to the Authority for its approval. For the purpose of this section, the term “material” means changes that increase or decrease construction costs by $500,000 or more. If the Construction Plans, as modified by the proposed change, conform to the requirements of this Section 4.2 of this Agreement with respect to such previously approved Construction Plans, the Authority shall approve the proposed change and notify the Redeveloper in writing of its approval. Such change in the Construction Plans shall, in any event, be deemed approved by the Authority unless rejected, in whole or in part, by written notice by the Authority to the Redeveloper, setting forth in detail the reasons therefor. Such rejection shall be made within 10 days after receipt of the notice of such change. The Authority's approval of any such change in the Construction Plans will not be unreasonably withheld. (c) Prior to demolition of any existing structures on the Redevelopment Property, the Redeveloper must complete onsite historic documentation pursuant to the Scope and Fee Budget from Preservation Design Works, LLC, dated December 1, 2014 and provided to the City and Authority. Section 4.3. Commencement and Completion of Construction. (a) Subject to Unavoidable Delays, the Redeveloper shall commence construction of the Minimum Improvements by October 31, 2015. Subject to Unavoidable Delays, the Redeveloper shall complete the construction of the Minimum Improvements by May 1, 2017. All work with respect to the Minimum Improvements to be constructed or provided by the Redeveloper on the Redevelopment Property shall be in conformity with the Construction Plans as submitted by the Redeveloper and approved by the Authority. If the Redeveloper becomes aware that Redeveloper is not likely to meet the required deadline for commencement and/or completion of construction of the Minimum Improvements, the Redeveloper agrees to provide a written and oral report to the City Council of the City at a regular City Council meeting prior to the applicable deadline. The report must describe the reasons for the expected failure to meet the applicable deadline, evidence of the Redeveloper’s good faith efforts to construct the Minimum Improvements, and a detailed revised schedule. Failure to timely provide such written and oral report is an Event of Default. (b) The Redeveloper agrees for itself, its successors, and assigns, and every successor in interest to the Redevelopment Property, or any part thereof, that the Redeveloper, and such successors and assigns, shall promptly begin and diligently prosecute to completion the development of the Redevelopment Property through the construction of the Minimum Improvements thereon, and that such construction shall in any event be commenced and completed within the period specified in this Section 4.3 of this Agreement. After the date of this Agreement and until the Minimum Improvements have been fully leased, the Redeveloper shall make reports, in such detail and at such times as may reasonably be requested by the Authority, but no more than monthly, as to the actual progress of the Redeveloper with respect to such construction and leasing. (c) The Redeveloper shall comply with the City’s Green Building Policy, adopted by the City Council on February 16, 2010 and as such policy may be amended as of the date of issuance of a building permit for the Minimum Improvements. As a condition to issuance of a Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 40 16 464891v2 MNI SA285-105 Certificate of Completion for each component of the Minimum Improvements, Redeveloper shall submit to the Authority a detailed list of the specific energy-efficient and/or sustainable features or components implemented in the construction of the Minimum Improvements. Section 4.4. Certificate of Completion. (a) Promptly after completion of the Minimum Improvements in accordance with those provisions of the Agreement relating solely to the obligations of the Redeveloper to construct the Minimum Improvements (including the dates for beginning and completion thereof), the Authority Representative shall deliver to the Redeveloper a Certificate in substantially the form shown as Schedule D, in recordable form and executed by the Authority. (b) If the Authority Representative shall refuse or fail to provide any certification in accordance with the provisions of this Section 4.4 of this Agreement, the Authority Representative shall, within thirty (30) days after written request by the Redeveloper, provide the Redeveloper with a written statement, indicating in adequate detail in what respects the Redeveloper has failed to complete the Minimum Improvements in accordance with the provisions of the Agreement, or is otherwise in default, and what measures or acts it will be necessary, in the opinion of the Authority, for the Redeveloper to take or perform in order for the Authority to issue the Certificate of Completion. (c) The construction of the Minimum Improvements shall be deemed to have commenced upon commencement of environmental remediation activities on the Redevelopment Property, and shall be deemed to be substantially complete upon issuance of a certificate of occupancy for the Minimum Improvements, and upon determination by the Authority Representative that all related site improvements on the Redevelopment Property have been substantially completed in accordance with approved Construction Plans, subject to landscaping that cannot be completed until seasonal conditions permit. Section 4.5. Records. The Authority and the City through any authorized representatives, shall have the right at all reasonable times after reasonable notice to inspect, examine and copy all books and records of Redeveloper relating to the Minimum Improvements. Such records shall be kept and maintained by Redeveloper through the Maturity Date. Section 4.6. Connectivity. The Redeveloper shall install dedicated wired connections from the point of presence for the Minimum Improvements to each internal wiring closet within the Minimum Improvements, and thence to each living and working unit of the Minimum Improvements (each a “Unit”). Each Unit shall have at least two connections, each capable of supporting at minimum a one-gigabit internet connection. The Redeveloper shall wire the Minimum Improvements to include two CATV and 2 CAT-6 connections. To provide for future high-speed broadband service, the Redeveloper shall install one empty 2-inch conduit from within a new or existing handhold in proximity to its external existing telecommunications services to a point of presence within the Minimum Improvements in proximity to its existing telecommunications services. Section 4.7. Redeveloper Public Improvements. In addition to construction of the Minimum Improvements, the Redeveloper shall construct, at Redeveloper’s sole cost, public Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 41 17 464891v2 MNI SA285-105 sidewalks and boulevards adjacent to all streets abutting the Redevelopment Property; reconstruct France Avenue from West 30 ½ Street to a terminus approximately 120 feet north of West 31st Street; and construct a multi-use recreational trail between West 31st Street and France Avenue, as provided in the Official Exhibits to the City’s Ordinance 2471-15 (the “City Ordinance”). All Redeveloper Public Improvements shall be constructed in accordance with the City Ordinance, which is incorporated herein by reference. Section 4.8. Inclusionary Housing. The Redeveloper agrees to comply with the City’s Inclusionary Housing Policy, as adopted June 1, 2015, including without limitation the following: (a) Redeveloper agrees to reserve 20% of the apartment units in the Minimum Improvements (the “Affordable Dwelling Units”) for households earning 50% of Area Median Income (AMI) for at least 15 years following building occupancy. For the next 10 years, Redeveloper agrees to reserve at least 10% of the apartment units for households earning 60% of AMI or at least 8% of the apartment units for households earning 50% of AMI. (b) The monthly rental price for Affordable Dwelling Units shall include rent and utility costs and shall be based on fifty percent (50%) and/or sixty percent (60%) of AMI for the metropolitan area that includes St. Louis Park adjusted for bedroom size and calculated annually by Minnesota Housing in connection with establishing rent limits for the Housing Tax Credit Program. (c) The size and design of the Affordable Dwelling Units shall be consistent and comparable with the market rate units in the Minimum Improvements and is subject to the approval of the City. The Affordable Dwelling Units shall be distributed throughout the Minimum Improvements. (d) The Affordable Dwelling Units shall have a number of bedrooms in the approximate proportion as the market rate units. (e) Redeveloper agrees to prepare an affordable housing plan as defined in the City’s Inclusionary Housing Policy (the “Affordable Housing Plan”). The Affordable Housing Plan shall describe how the Redeveloper complies with each of the applicable requirements of the Inclusionary Housing Policy. The Affordable Housing Plan shall be prepared by the Redeveloper and must be approved by the City prior to or in conjunction with delivery of the Certificate of Completion for the Minimum Improvements. (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 42 18 464891v2 MNI SA285-105 ARTICLE V Insurance Section 5.1. Insurance. (a) The Redeveloper will provide and maintain at all times during the process of constructing the Minimum Improvements an All Risk Broad Form Basis Insurance Policy and, from time to time during that period, at the request of the Authority, furnish the Authority with proof of payment of premiums on policies covering the following: (i) Builder’s risk insurance, written on the so-called “Builder’s Risk -- Completed Value Basis,” in an amount equal to 100% of the principal amount of the Note, and with coverage available in nonreporting form on the so-called “all risk” form of policy. The interest of the Authority shall be protected in accordance with a clause in form and content satisfactory to the Authority; (ii) Comprehensive general liability insurance (including operations, contingent liability, operations of subcontractors, completed operations, and contractual liability insurance) together with an Owner’s Protective Liability Policy with limits against bodily injury and property damage of not less than $1,000,000 for each occurrence (to accomplish the above-required limits, an umbrella excess liability policy may be used). The Authority shall be listed as an additional insured on the policy; and (iii) Workers’ compensation insurance, with statutory coverage, provided that the Redeveloper may be self-insured with respect to all or any part of its liability for workers’ compensation. (b) Upon completion of construction of the Minimum Improvements and prior to the Maturity Date, the Redeveloper shall maintain, or cause to be maintained, at its cost and expense, and from time to time at the request of the Authority shall furnish proof of the payment of premiums on, insurance as follows: (i) Insurance against loss and/or damage to the Minimum Improvements under a policy or policies covering such risks as are ordinarily insured against by similar businesses. (ii) Comprehensive general public liability insurance, including personal injury liability (with employee exclusion deleted), against liability for injuries to persons and/or property, in the minimum amount for each occurrence and for each year of $1,000,000, and shall be endorsed to show the City and Authority as additional insureds. (iii) Such other insurance, including workers' compensation insurance respecting all employees of the Redeveloper, in such amount as is customarily carried by like organizations engaged in like activities of comparable size and liability exposure; provided that the Redeveloper may be self-insured with respect to all or any part of its liability for workers' compensation. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 43 19 464891v2 MNI SA285-105 (c) All insurance required in Article V of this Agreement shall be taken out and maintained in responsible insurance companies selected by the Redeveloper that are authorized under the laws of the State to assume the risks covered thereby. Upon request, the Redeveloper will deposit annually with the Authority policies evidencing all such insurance, or a certificate or certificates or binders of the respective insurers stating that such insurance is in force and effect. Unless otherwise provided in this Article V of this Agreement each policy shall contain a provision that the insurer shall not cancel nor modify it in such a way as to reduce the coverage provided below the amounts required herein without giving written notice to the Redeveloper and the Authority at least 30 days before the cancellation or modification becomes effective. In lieu of separate policies, the Redeveloper may maintain a single policy, blanket or umbrella policies, or a combination thereof, having the coverage required herein, in which event the Redeveloper shall deposit with the Authority a certificate or certificates of the respective insurers as to the amount of coverage in force upon the Minimum Improvements. (d) The Redeveloper agrees to notify the Authority immediately in the case of damage exceeding $250,000 in amount to, or destruction of, the Minimum Improvements or any portion thereof resulting from fire or other casualty. In such event the Redeveloper will forthwith repair, reconstruct, and restore the Minimum Improvements to substantially the same or an improved condition or value as it existed prior to the event causing such damage and, to the extent necessary to accomplish such repair, reconstruction, and restoration, the Redeveloper will apply the net proceeds of any insurance relating to such damage received by the Redeveloper to the payment or reimbursement of the costs thereof. The Redeveloper shall complete the repair, reconstruction and restoration of the Minimum Improvements, regardless of whether the net proceeds of insurance received by the Redeveloper for such purposes are sufficient to pay for the same. Any net proceeds remaining after completion of such repairs, construction, and restoration shall be the property of the Redeveloper. (e) In lieu of its obligation to reconstruct the Minimum Improvements as set forth in this Section, the Redeveloper shall have the option of: (i) paying to the Authority an amount that, in the opinion of the Authority and its fiscal consultant, is sufficient to pay or redeem the outstanding principal and accrued interest on the Note, or (ii) so long as the Redeveloper is the owner of the Note, waiving its right to receive subsequent payments under the Note. (f) The Redeveloper and the Authority agree that all of the insurance provisions set forth in this Article V shall terminate upon the termination of this Agreement. Section 5.2. Subordination. Notwithstanding anything to the contrary herein, the rights of the Authority with respect to the receipt and application of any insurance proceeds shall, in all respects, be subordinate and subject to the rights of any Holder under a Mortgage allowed pursuant to Article VII of this Agreement. (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 44 20 464891v2 MNI SA285-105 ARTICLE VI Tax Increment; Taxes Section 6.1. Right to Collect Delinquent Taxes. The Redeveloper acknowledges that the Authority is providing substantial aid and assistance in furtherance of the development through reimbursement of Public Redevelopment Costs. The Redeveloper understands that the Tax Increments pledged to payment on the Note are derived from real estate taxes on the Redevelopment Property, which taxes must be promptly and timely paid. To that end, the Redeveloper agrees for itself, its successors and assigns, that in addition to the obligation pursuant to statute to pay real estate taxes, it is also obligated by reason of this Agreement to pay before delinquency all real estate taxes assessed against the Redevelopment Property and the Minimum Improvements. The Redeveloper acknowledges that this obligation creates a contractual right on behalf of the Authority to sue the Redeveloper or its successors and assigns to collect delinquent real estate taxes and any penalty or interest thereon and to pay over the same as a tax payment to the county auditor. In any such suit, the Authority shall also be entitled to recover its costs, expenses and reasonable attorney fees. Section 6.2. Review of Taxes. The Redeveloper agrees that prior to the Maturity Date it will not cause a reduction in the real property taxes paid in respect of the Redevelopment Property through: (A) willful destruction of the Redevelopment Property or any part thereof; or (B) willful refusal to reconstruct damaged or destroyed property pursuant to Section 5.1 of this Agreement, except as provided in Section 5.1(e). The Redeveloper also agrees that it will not, prior to the Maturity Date, seek exemption from property tax for the Redevelopment Property or any portion thereof or transfer or permit the transfer of the Redevelopment Property to any entity that is exempt from real property taxes and state law (other than any portion thereof dedicated or conveyed to the City in accordance with platting of the Redevelopment Property), or apply for a deferral of property tax on the Redevelopment Property pursuant to any law. Section 6.3. Assessment Agreement. (a) Upon execution of this Agreement, the Redeveloper shall, with the Authority, execute an Assessment Agreement pursuant to Minnesota Statutes, Section 469.177, subd. 8, specifying an assessor's minimum Market Value for the Redevelopment Property and Minimum Improvements constructed thereon. The amount of the minimum Market Value shall be $27,421,000 as of January 2, 2017, and $32,260,000 as of January 2, 2018 and each January 2 thereafter, notwithstanding the status of construction by such dates. (b) The Assessment Agreement shall be substantially in the form attached hereto as Schedule H. Nothing in the Assessment Agreement shall limit the discretion of the assessor to assign a market value to the property in excess of such assessor's minimum Market Value. The Assessment Agreement shall remain in force for the period specified in the Assessment Agreement. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 45 21 464891v2 MNI SA285-105 ARTICLE VII Other Financing Section 7.1. Generally. Before issuance of the Note, the Redeveloper shall submit to the Authority or provide access thereto for review by Authority staff, consultants and agents, evidence reasonably satisfactory to the Authority that Redeveloper has available funds, or commitments to obtain funds, whether in the nature of mortgage financing, equity, grants, loans, or other sources sufficient for paying the cost of the developing the Minimum Improvements, provided that any lender or grantor commitments shall be subject only to such conditions as are normal and customary in the commercial lending industry. Section 7.2. Authority's Option to Cure Default on Mortgage. In the event that any portion of the Redeveloper's funds is provided through mortgage financing, and there occurs a default under any Mortgage authorized pursuant to Article VII of this Agreement, the Redeveloper shall cause the Authority to receive copies of any notice of default received by the Redeveloper from the holder of such Mortgage. Thereafter, the Authority shall have the right, but not the obligation, to cure any such default on behalf of the Redeveloper within such cure periods as are available to the Redeveloper under the Mortgage documents. Section 7.3. Modification; Subordination. The Authority agrees to subordinate its rights under this Agreement to the Holder of any Mortgage securing construction or permanent financing, in accordance with the terms of a subordination agreement substantially in the form attached as Schedule E, or such other form as the Authority approves. (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 46 22 464891v2 MNI SA285-105 ARTICLE VIII Prohibitions Against Assignment and Transfer; Indemnification Section 8.1. Representation as to Development. The Redeveloper represents and agrees that its purchase of the Redevelopment Property, and its other undertakings pursuant to the Agreement, are, and will be used, for the purpose of development of the Redevelopment Property and not for speculation in land holding. Section 8.2. Prohibition Against Redeveloper’s Transfer of Property and Assignment of Agreement. The Redeveloper represents and agrees that prior to issuance of a Certificate of Completion for all of the Minimum Improvements: (a) Except only by way of (i) apartment and retail leases in the ordinary course of operating the Minimum Improvements, and (ii) security for, and only for, the purpose of obtaining financing necessary to enable the Redeveloper or any successor in interest to the Redevelopment Property, or any part thereof, to perform its obligations with respect to undertaking the redevelopment contemplated under this Agreement, and any other purpose authorized by this Agreement, the Redeveloper has not made or created and will not make or create or suffer to be made or created any total or partial sale, assignment, conveyance, or lease, or any trust or power, or transfer in any other mode or form of or with respect to this Agreement or the Redevelopment Property or any part thereof or any interest therein, or any contract or agreement to do any of the same, to any person or entity whether or not related in any way to the Redeveloper (collectively, a “Transfer”), without the prior written approval of the Authority (whose approval will not be unreasonably withheld, subject to the standards described in paragraph (b) of this Section) unless the Redeveloper remains liable and bound by this Redevelopment Agreement in which event the Authority’s approval is not required. Any such Transfer shall be subject to the provisions of this Agreement. For the purposes of this Agreement, the term Transfer does not include (i) acquisition of a controlling interest in Redeveloper by another entity or merger of Redeveloper with another entity; or (ii) any sale, conveyance, or transfer in any form to any Affiliate. (b) In the event the Redeveloper, upon Transfer of the Redevelopment Property or any portion thereof either before or after issuance of the final Certificate of Completion, seeks to be released from its obligations under this Redevelopment Agreement as to the portions of the Redevelopment Property that is transferred, the Authority shall be entitled to require, except as otherwise provided in the Agreement, as conditions to any such release that: (i) Any proposed transferee shall have the qualifications and financial responsibility, in the reasonable judgment of the Authority, necessary and adequate to fulfill the obligations undertaken in this Agreement by the Redeveloper as to the portion of the Redevelopment Property to be transferred. (ii) Any proposed transferee, by instrument in writing satisfactory to the Authority and in form recordable in the public land records of Hennepin County, Minnesota, shall, for itself and its successors and assigns, and expressly for the benefit of the Authority, Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 47 23 464891v2 MNI SA285-105 have expressly assumed all of the obligations of the Redeveloper under this Agreement as to the portion of the Redevelopment Property to be transferred and agreed to be subject to all the conditions and restrictions to which the Redeveloper is subject as to such portion; provided, however, that the fact that any transferee of, or any other successor in interest whatsoever to, the Redevelopment Property, or any part thereof, shall not, for whatever reason, have assumed such obligations or so agreed, and shall not (unless and only to the extent otherwise specifically provided in this Agreement or agreed to in writing by the Authority) deprive the Authority of any rights or remedies or controls with respect to the Redevelopment Property, the Minimum Improvements or any part thereof or the construction of the Minimum Improvements; it being the intent of the parties as expressed in this Agreement that (to the fullest extent permitted at law and in equity and excepting only in the manner and to the extent specifically provided otherwise in this Agreement) no transfer of, or change with respect to, ownership in the Redevelopment Property or any part thereof, or any interest therein, however consummated or occurring, and whether voluntary or involuntary, shall operate, legally, or practically, to deprive or limit the Authority of or with respect to any rights or remedies on controls provided in or resulting from this Agreement with respect to the Redevelopment Property that the Authority would have had, had there been no such transfer or change. In the absence of specific written agreement by the Authority to the contrary, no such transfer or approval by the Authority thereof shall be deemed to relieve the Redeveloper, or any other party bound in any way by this Agreement or otherwise with respect to the Redevelopment Property, from any of its obligations with respect thereto. (iii) Any and all instruments and other legal documents involved in effecting the transfer of any interest in this Agreement or the Redevelopment Property governed by this Article VIII, shall be in a form reasonably satisfactory to the Authority. (iv) At the written request of Redeveloper, the Authority shall execute and deliver to Redeveloper and the proposed transferee an estoppel certificate containing commercially customary and reasonable certifications. In the event the foregoing conditions are satisfied then the Redeveloper shall be released from its obligation under this Agreement, as to the portion of the Redevelopment Property that is transferred, assigned, or otherwise conveyed. Section 8.3. Release and Indemnification Covenants. (a) Except for any willful misrepresentation or any willful or wanton misconduct or negligence of the Indemnified Parties as hereinafter defined, and except for any breach by any of the Indemnified Parties of their obligations under this Agreement, the Redeveloper releases from and covenants and agrees that the Authority, the City, and the governing body members, officers, agents, servants, and employees thereof (the “Indemnified Parties”) shall not be liable for and agrees to indemnify and hold harmless the Indemnified Parties against any loss or damage to property or any injury to or death of any person occurring at or about or resulting from any defect in the Redevelopment Property or the Minimum Improvements. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 48 24 464891v2 MNI SA285-105 (b) Except for any willful misrepresentation or any willful or wanton misconduct or negligence of the Indemnified Parties, the Redeveloper agrees to protect and defend the Indemnified Parties, now and forever, and further agrees to hold the aforesaid harmless from any claim, demand, suit, action, or other proceeding whatsoever by any person or entity whatsoever arising or purportedly arising from this Agreement, or the transactions contemplated hereby or the acquisition, construction, installation, ownership, maintenance, and operation of the Redevelopment Property. (c) Except for any willful misrepresentation or any willful or wanton misconduct or negligence of the Indemnified Parties, the Indemnified Parties shall not be liable for any damage or injury to the persons or property of the Redeveloper or its officers, agents, servants, or employees or any other person who may be about the Redevelopment Property or Minimum Improvements. (d) All covenants, stipulations, promises, agreements and obligations of the Authority contained herein shall be deemed to be the covenants, stipulations, promises, agreements, and obligations of such entity and not of any governing body member, officer, agent, servant, or employee of such entities in the individual capacity thereof. (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 49 25 464891v2 MNI SA285-105 ARTICLE IX Events of Default Section 9.1. Events of Default Defined. The following shall be “Events of Default” under this Agreement and the term “Event of Default” shall mean, whenever it is used in this Agreement, any one or more of the following events, after the non-defaulting party provides thirty (30) days written notice to the defaulting party of the event, but only if the event has not been cured within said thirty (30) days or, if the event is by its nature incurable within thirty (30) days, the defaulting party does not, within such thirty- (30-) day period, provide assurances reasonably satisfactory to the party providing notice of default that the event will be cured and will be cured as soon as reasonably possible: (a) Failure by the Redeveloper or Authority to observe or perform any covenant, condition, obligation, or agreement on its part to be observed or performed under this Agreement. (b) If, before issuance of the certificate of completion for all the Minimum Improvements, the Redeveloper shall (i) file any petition in bankruptcy or for any reorganization, arrangement, composition, readjustment, liquidation, dissolution, or similar relief under the United States Bankruptcy Act or under any similar federal or State law, which action is not dismissed within sixty (60) days after filing; or (ii) make an assignment for benefit of its creditors; or (iii) admit in writing its inability to pay its debts generally as they become due; or (iv) be adjudicated a bankrupt or insolvent. Section 9.2. Remedies on Default. Whenever any Event of Default referred to in Section 9.1 of this Agreement occurs, the non-defaulting party may: (a) Suspend its performance under this Agreement until it receives assurances that the defaulting party will cure its default and continue its performance under the Agreement. (b) Upon a default by the Redeveloper under this Agreement, the Authority may terminate the Note and this Agreement. (c) Take whatever action, including legal, equitable, or administrative action, which may appear necessary or desirable to collect any payments due under this Agreement, or to enforce performance and observance of any obligation, agreement, or covenant under this Agreement, provided that nothing contained herein shall give the Authority the right to seek specific performance by Redeveloper of the construction of the Minimum Improvements. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 50 26 464891v2 MNI SA285-105 Section 9.3. No Remedy Exclusive. No remedy herein conferred upon or reserved to any party is intended to be exclusive of any other available remedy or remedies, but each and every such remedy shall be cumulative and shall be in addition to every other remedy given under this Agreement or now or hereafter existing at law or in equity or by statute. No delay or omission to exercise any right or power accruing upon any default shall impair any such right or power or shall be construed to be a waiver thereof, but any such right and power may be exercised from time to time and as often as may be deemed expedient. To entitle the Authority to exercise any remedy reserved to it, it shall not be necessary to give notice, other than such notice as may be required in this Article IX. Section 9.4. No Additional Waiver Implied by One Waiver. In the event any agreement contained in this Agreement should be breached by either party and thereafter waived by the other party, such waiver shall be limited to the particular breach so waived and shall not be deemed to waive any other concurrent, previous or subsequent breach hereunder. Section 9.5. Attorney Fees. Whenever any Event of Default occurs and if the non- defaulting party employs attorneys or incurs other expenses for the collection of payments due or to become due or for the enforcement of performance or observance of any obligation or agreement on the part of the defaulting party under this Agreement, the defaulting party shall, within ten (10) days of written demand by the non-defaulting party, pay to the non-defaulting party the reasonable fees of such attorneys and such other expenses so incurred by the non-defaulting party. (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 51 27 464891v2 MNI SA285-105 ARTICLE X Additional Provisions Section 10.1. Conflict of Interests; Representatives Not Individually Liable. The Authority and the Redeveloper, to the best of their respective knowledge, represent and agree that no member, official, or employee of the Authority shall have any personal interest, direct or indirect, in the Agreement, nor shall any such member, official, or employee participate in any decision relating to the Agreement that affects his personal interests or the interests of any corporation, partnership, or association in which he, directly or indirectly, is interested. No member, official, or employee of the City or Authority shall be personally liable to the Redeveloper, or any successor in interest, in the event of any default or breach by the Authority or for any amount that may become due to the Redeveloper or successor or on any obligations under the terms of the Agreement. Section 10.2. Equal Employment Opportunity. The Redeveloper, for itself and its successors and assigns, agrees that during the construction of the Minimum Improvements provided for in the Agreement it will comply with all applicable federal, state, and local equal employment and non-discrimination laws and regulations. Section 10.3. Restrictions on Use. The Redeveloper agrees that until the Maturity Date, the Redeveloper, and such successors and assigns, shall devote the Redevelopment Property to the operation of the Minimum Improvements as described in Section 4.1 hereof, and shall not discriminate upon the basis of race, color, creed, sex or national origin in the sale, lease, or rental or in the use or occupancy of the Redevelopment Property or any improvements erected or to be erected thereon, or any part thereof. Redeveloper agrees that no portion of the Redevelopment Property will be used for a sexually-oriented business, a pawnshop, a check-cashing business, a tattoo business, or a gun business. Section 10.4. Provisions Not Merged With Deed. None of the provisions of this Agreement are intended to or shall be merged by reason of any deed transferring any interest in the Redevelopment Property and any such deed shall not be deemed to affect or impair the provisions and covenants of this Agreement. Section 10.5. Titles of Articles and Sections. Any titles of the several parts, Articles, and Sections of the Agreement are inserted for convenience of reference only and shall be disregarded in construing or interpreting any of its provisions. Section 10.6. Notices and Demands. Except as otherwise expressly provided in this Agreement, a notice, demand, or other communication under the Agreement by either party to the other shall be sufficiently given or delivered if it is dispatched by registered or certified mail, postage prepaid, return receipt requested, or delivered personally, to the following addresses (or to such other addresses as either party may notify the other): Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 52 28 464891v2 MNI SA285-105 To Redeveloper: Shoreham Apartments LLC Attn: Robb Bader 5402 Parkdale Boulevard, Suite 200 St. Louis Park, MN 55416 To Authority: St. Louis Park EDA Attn: Executive Director 5005 Minnetonka Boulevard St. Louis Park, Minnesota 55416-2518 Section 10.7. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall constitute one and the same instrument. Section 10.8. Recording. The Authority may record this Agreement and any amendments thereto with the Hennepin County recorder. The Redeveloper shall pay all costs for recording. The Redeveloper’s obligations under this Agreement are covenants running with the land for the term of this Agreement, enforceable by the Authority against the Redeveloper, its successor and assigns, and every successor in interest to the Redevelopment Property, or any part thereof or any interest therein. Section 10.9 Amendment. This Agreement may be amended only by written agreement approved by the Authority and the Redeveloper. Section 10.10. Authority Approvals. Unless otherwise specified, any approval required by the Authority under this Agreement may be given by the Authority Representative, except that final approval of issuance of the Note shall be made by the Authority’s board of commissioners. (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 53 29 464891v2 MNI SA285-105 IN WITNESS WHEREOF, the Authority and Redeveloper have caused this Agreement to be duly executed by their duly authorized representatives as of the date first above written. ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY By Its President By Its Executive Director STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this ____ day of _________, 2015 by Anne Mavity and Tom Harmening, the President and Executive Director of the St. Louis Park Economic Development Authority, on behalf of the Authority. Notary Public Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 54 30 464891v2 MNI SA285-105 SHOREHAM APARTMENTS LLC By Robb Bader, Administrative Member STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this _____ day of ________, 2015, by Robb Bader, the Administrative Member of Shoreham Apartments LLC, a Delaware limited liability company, on behalf of the company. Notary Public Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 55 A-1 464891v2 MNI SA285-105 SCHEDULE A REDEVELOPMENT PROPERTY Lot 1, Block 1, Shoreham Addition, Hennepin County, Minnesota. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 56 B-1 464891v2 MNI SA285-105 SCHEDULE B DRAW REQUEST TO: St. Louis Park Economic Development Authority 5005 Minnetonka Boulevard St. Louis Park, MN 55416 DISBURSEMENT DIRECTION The undersigned Authorized Representative of Shoreham Apartments LLC, a Delaware limited liability company (the “Redeveloper”), hereby authorizes and requests you to disburse from proceeds of the DEED grant, the County Grant or the Met Council grant, as the case may be, in accordance with the terms of the Contract for Private Redevelopment by and between the St. Louis Park Economic Development Authority (“Authority”) and the Redeveloper, dated as of ___________, 2015 (the “Agreement”), the following amount to the following person and for the following proper Grant-Eligible Costs: 1. Amount: 2. Payee: 3. Purpose: 4. Grant Source (DEED, County or Met Council): all as defined and provided in the Agreement. The undersigned further certifies to the Authority that (a) none of the items for which the payment is proposed to be made has formed the basis for any payment previously made under Section 3.3 of the Agreement (or before the date of the Agreement); (b) that each item for which the payment is proposed is a Grant-Eligible Cost, eligible for funding from the grant source(s) identified above; and (c) the Redeveloper reasonably anticipates completion of the Grant-Eligible Costs and the Minimum Improvements in accordance with the terms of the Agreement. Dated: ____________________ ______________________________________ Redeveloper’s Authorized Representative Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 57 C-1 464891v2 MNI SA285-105 SCHEDULE C AUTHORIZING RESOLUTION ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY RESOLUTION NO. ______ RESOLUTION AWARDING THE SALE OF, AND PROVIDING THE FORM, TERMS, COVENANTS AND DIRECTIONS FOR THE ISSUANCE OF ITS TAX INCREMENT REVENUE NOTES TO SHOREHAM APARTMENTS LLC. BE IT RESOLVED BY the Board of Commissioners (“Board”) of the St. Louis Park Economic Development Authority, St. Louis Park, Minnesota (the “Authority”) as follows: Section 1. Authorization; Award of Sale. 1.01. Authorization. The Authority and the City of St. Louis Park have heretofore approved the establishment of its Shoreham Tax Increment Financing District (the “TIF District”) within Redevelopment Project No. 1 (“Project”), and have adopted a tax increment financing plan for the purpose of financing certain improvements within the Project. Pursuant to Minnesota Statutes, Section 469.178, the Authority is authorized to issue and sell its bonds for the purpose of financing a portion of the public development costs of the Project. Such bonds are payable from all or any portion of revenues derived from the TIF District and pledged to the payment of the bonds. The Authority hereby finds and determines that it is in the best interests of the Authority that it issue and sell its Tax Increment Revenue Notes, Series 20__ (the “Note”) for the purpose of financing certain public redevelopment costs and environmental remediation costs of the Project. 1.02. Issuance, Sale, and Terms of the Note. (a) The Authority hereby authorizes the President and Executive Director to issue the Note in accordance with the Contract for Private Redevelopment dated as of _______________, 2015, between the Authority and Shoreham Apartments LLC (the “Agreement”), and approved on _____________, 2015 by the Authority. All capitalized terms in this resolution have the meaning provided in the Agreement unless the context requires otherwise. (b) The Note shall be issued in the maximum aggregate principal amount of $1,200,000 to Shoreham Apartments LLC (the “Owner”) in consideration of certain eligible costs incurred by the Owner under the Agreement, shall be dated the date of delivery thereof, and shall bear interest at the rate of 3.75% from the date of issue per annum to the earlier of maturity or prepayment. The Note will be issued in a single series, in the principal amount of Public Redevelopment Costs submitted Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 58 C-2 464891v2 MNI SA285-105 and approved in accordance with Section 3.5 of the Agreement. The Note is secured by Available Tax Increment, as further described in the form of the Note herein. The Authority hereby delegates to the Executive Director the determination of the date on which the Note is to be delivered, in accordance with the Agreement. Section 2. Form of Note. The Note shall be in substantially the following form, with the blanks to be properly filled in and the principal amount adjusted as of the date of issue: (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 59 C-3 464891v2 MNI SA285-105 UNITED STATE OF AMERICA STATE OF MINNESOTA COUNTY OF HENNEPIN ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY No. R-1 $_____________ TAX INCREMENT REVENUE NOTE SERIES 20__ Date Rate of Original Issue 3.75% The St. Louis Park Economic Development Authority (“Authority”) for value received, certifies that it is indebted and hereby promises to pay to Shoreham Apartments LLC or registered assigns (the "Owner"), the principal sum of $__________ and to pay interest thereon at the rate of 3.75% per annum, solely from the sources and to the extent set forth herein. Capitalized terms shall have the meanings provided in the Contract for Private Redevelopment between the Authority and the Owner, dated as of _____________, 2015 (the "Agreement"), unless the context requires otherwise. 1. Payments. Principal and interest ("Payments") shall be paid on August 1, 20__ and each February 1 and August 1 thereafter to and including February 1, 20__ ("Payment Dates") in the amounts and from the sources set forth in Section 3 herein. Payments shall be applied first to accrued interest, and then to unpaid principal. Interest accruing from the date of issue through and including February 1, 20__ shall be compounded semiannually on February 1 and August 1 of each year and added to principal. Payments are payable by mail to the address of the Owner or such other address as the Owner may designate upon 30 days written notice to the Authority. Payments on this Note are payable in any coin or currency of the United States of America which, on the Payment Date, is legal tender for the payment of public and private debts. 2. Interest. Interest at the rate stated herein shall accrue on the unpaid principal, commencing on the date of original issue. Interest shall be computed on the basis of a year of 360 days and charged for actual days principal is unpaid. 3. Available Tax Increment. (a) Payments on this Note are payable on each Payment Date solely from and in the amount of Available Tax Increment, which shall mean 95% of the Tax Increment attributable to the Minimum Improvements and Redevelopment Property that is paid to the Authority by Hennepin County in the six months preceding each Payment Date on the Note. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 60 C-4 464891v2 MNI SA285-105 (b) The Authority shall have no obligation to pay principal of and interest on this Note on each Payment Date from any source other than Available Tax Increment and the failure of the Authority to pay principal or interest on any Payment Date shall not constitute a default hereunder as long as the Authority pays principal and interest hereon to the extent of Available Tax Increment. The Authority shall have no obligation to pay unpaid balance of principal or accrued interest that may remain after the final Payment on February 1, 20__. 4. Default. If on any Payment Date there has occurred and is continuing any Event of Default under the Agreement, the Authority may withhold from payments hereunder under all Available Tax Increment. If the Event of Default is thereafter cured in accordance with the Agreement, the Available Tax Increment withheld under this Section shall be deferred and paid, without interest thereon, within 30 days after the Event of Default is cured. If the Event of Default is not cured in a timely manner, the Authority may terminate this Note by written notice to the Owner in accordance with the Agreement. 5. Prepayment. (a) The principal sum and all accrued interest payable under this Note is prepayable in whole or in part at any time by the Authority without premium or penalty. No partial prepayment shall affect the amount or timing of any other regular Payment otherwise required to be made under this Note. (b) Upon receipt by Redeveloper of the Authority’s written statement of the Participation Amount as described in Section 3.6 of the Agreement, fifty percent of such Participation Amount will be deemed to constitute, and will be applied to, prepayment of the principal amount of this Note. Such deemed prepayment is effective as of the date of delivery of such statement to the Owner, and will be recorded by the Registrar in its records for the Note. Upon request of the Owner, the Authority will deliver to the Owner a statement of the outstanding principal balance of the Note after application of the deemed prepayment under this paragraph. 6. Nature of Obligation. This Note is one of an issue in the total principal amount of $_________________, issued to aid in financing certain public redevelopment costs and administrative costs of a Project undertaken by the Authority pursuant to Minnesota Statutes, Sections 469.001 through 469.047, and is issued pursuant to an authorizing resolution (the "Resolution") duly adopted by the Authority on ________, 20__, and pursuant to and in full conformity with the Constitution and laws of the State of Minnesota, including Minnesota Statutes, Sections 469.174 to 469.1794, as amended. This Note is a limited obligation of the Authority which is payable solely from Available Tax Increment pledged to the payment hereof under the Resolution. This Note and the interest hereon shall not be deemed to constitute a general obligation of the State of Minnesota or any political subdivision thereof, including, without limitation, the Authority. Neither the State of Minnesota, nor any political subdivision thereof shall be obligated to pay the principal of or interest on this Note or other costs incident hereto except out of Available Tax Increment, and neither the full faith and credit nor the taxing power of the State of Minnesota or any political subdivision thereof is pledged to the payment of the principal of or interest on this Note or other costs incident hereto. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 61 C-5 464891v2 MNI SA285-105 7. Registration and Transfer. This Note is issuable only as a fully registered note without coupons. As provided in the Resolution, and subject to certain limitations set forth therein, this Note is transferable upon the books of the Authority kept for that purpose at the principal office of the City Controller, by the Owner hereof in person or by such Owner's attorney duly authorized in writing, upon surrender of this Note together with a written instrument of transfer satisfactory to the Authority, duly executed by the Owner. Upon such transfer or exchange and the payment by the Owner of any tax, fee, or governmental charge required to be paid by the Authority with respect to such transfer or exchange, there will be issued in the name of the transferee a new Note of the same aggregate principal amount, bearing interest at the same rate and maturing on the same dates. Except as otherwise provided in Section 3.5(d) of the Agreement, this Note shall not be transferred to any person or entity, unless the Authority has provided written consent to such transfer and the Authority has been provided with an opinion of counsel or a certificate of the transferor, in a form satisfactory to the Authority, that such transfer is exempt from registration and prospectus delivery requirements of federal and applicable state securities laws. IT IS HEREBY CERTIFIED AND RECITED that all acts, conditions, and things required by the Constitution and laws of the State of Minnesota to be done, to exist, to happen, and to be performed in order to make this Note a valid and binding limited obligation of the Authority according to its terms, have been done, do exist, have happened, and have been performed in due form, time and manner as so required. IN WITNESS WHEREOF, the Board of Commissioners of the St. Louis Park Economic Development Authority have caused this Note to be executed with the manual signatures of its President and Executive Director, all as of the Date of Original Issue specified above. ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY Executive Director President REGISTRATION PROVISIONS The ownership of the unpaid balance of the within Note is registered in the bond register of the City Finance Director, in the name of the person last listed below. Date of Signature of Registration Registered Owner____ City Controller Shoreham Apartments LLC Federal Tax I.D. No. _____________ Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 62 C-6 464891v2 MNI SA285-105 Section 3. Terms, Execution and Delivery. 3.01. Denomination, Payment. The Note shall be issued as a single typewritten note numbered R-1. The Note shall be issuable only in fully registered form. Principal of and interest on the Note shall be payable by check or draft issued by the Registrar described herein. 3.02. Dates; Interest Payment Dates. Principal of and interest on the Note shall be payable by mail to the owner of record thereof as of the close of business on the fifteenth day of the month preceding the Payment Date, whether or not such day is a business day. 3.03. Registration. The Authority hereby appoints the City Controller to perform the functions of registrar, transfer agent and paying agent (the "Registrar"). The effect of registration and the rights and duties of the Authority and the Registrar with respect thereto shall be as follows: (a) Register. The Registrar shall keep at its office a bond register in which the Registrar shall provide for the registration of ownership of the Note and the registration of transfers and exchanges of the Note. (b) Transfer of Note. Upon surrender for transfer of the Note duly endorsed by the registered owner thereof or accompanied by a written instrument of transfer, in form reasonably satisfactory to the Registrar, duly executed by the registered owner thereof or by an attorney duly authorized by the registered owner in writing, the Registrar shall authenticate and deliver, in the name of the designated transferee or transferees, a new Note of a like aggregate principal amount and maturity, as requested by the transferor. Notwithstanding the foregoing, the Note shall not be transferred to any person other than an affiliate, or other related entity, of the Owner unless the Authority has been provided with an opinion of counsel or a certificate of the transferor, in a form satisfactory to the Authority, that such transfer is exempt from registration and prospectus delivery requirements of federal and applicable state securities laws. The Registrar may close the books for registration of any transfer after the fifteenth day of the month preceding each Payment Date and until such Payment Date. (c) Cancellation. The Note surrendered upon any transfer shall be promptly cancelled by the Registrar and thereafter disposed of as directed by the Authority. (d) Improper or Unauthorized Transfer. When the Note is presented to the Registrar for transfer, the Registrar may refuse to transfer the same until it is satisfied that the endorsement on such Note or separate instrument of transfer is legally authorized. The Registrar shall incur no liability for its refusal, in good faith, to make transfers which it, in its judgment, deems improper or unauthorized. (e) Persons Deemed Owners. The Authority and the Registrar may treat the person in whose name the Note is at any time registered in the bond register as the absolute owner of the Note, whether the Note shall be overdue or not, for the purpose of receiving payment of, or on account of, the principal of and interest on such Note and for all other purposes, and all such Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 63 C-7 464891v2 MNI SA285-105 payments so made to any such registered owner or upon the owner's order shall be valid and effectual to satisfy and discharge the liability of the Authority upon such Note to the extent of the sum or sums so paid. (f) Taxes, Fees and Charges. For every transfer or exchange of the Note, the Registrar may impose a charge upon the owner thereof sufficient to reimburse the Registrar for any tax, fee, or other governmental charge required to be paid with respect to such transfer or exchange. (g) Mutilated, Lost, Stolen or Destroyed Note. In case any Note shall become mutilated or be lost, stolen, or destroyed, the Registrar shall deliver a new Note of like amount, maturity dates and tenor in exchange and substitution for and upon cancellation of such mutilated Note or in lieu of and in substitution for such Note lost, stolen, or destroyed, upon the payment of the reasonable expenses and charges of the Registrar in connection therewith; and, in the case the Note lost, stolen, or destroyed, upon filing with the Registrar of evidence satisfactory to it that such Note was lost, stolen, or destroyed, and of the ownership thereof, and upon furnishing to the Registrar of an appropriate bond or indemnity in form, substance, and amount satisfactory to it, in which both the Authority and the Registrar shall be named as obligees. The Note so surrendered to the Registrar shall be cancelled by it and evidence of such cancellation shall be given to the Authority. If the mutilated, lost, stolen, or destroyed Note has already matured or been called for redemption in accordance with its terms, it shall not be necessary to issue a new Note prior to payment. 3.04. Preparation and Delivery. The Note shall be prepared under the direction of the Executive Director and shall be executed on behalf of the Authority by the signatures of its President and Executive Director. In case any officer whose signature shall appear on the Note shall cease to be such officer before the delivery of the Note, such signature shall nevertheless be valid and sufficient for all purposes, the same as if such officer had remained in office until delivery. When the Note has been so executed, it shall be delivered by the Executive Director to the Owner thereof in accordance with the Agreement. Section 4. Security Provisions. 4.01. Pledge. The Authority hereby pledges to the payment of the principal of and interest on the Note all Available Tax Increment as defined in the Note. Available Tax Increment shall be applied to payment of the principal of and interest on the Note in accordance with the terms of the form of Note set forth in Section 2 of this resolution. 4.02. Bond Fund. Until the date the Note is no longer outstanding and no principal thereof or interest thereon (to the extent required to be paid pursuant to this resolution) remains unpaid, the Authority shall maintain a separate and special “Bond Fund” to be used for no purpose other than the payment of the principal of and interest on the Note. The Authority irrevocably agrees to appropriate to the Bond Fund on or before each Payment Date the Available Tax Increment in an amount equal to the Payment then due, or the actual Available Tax Increment, whichever is less. Any Available Tax Increment remaining in the Bond Fund shall be transferred to the Authority's account for the TIF District upon the termination of the Note in accordance with its terms. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 64 C-8 464891v2 MNI SA285-105 4.03. Additional Obligations. The Authority may apply or pledge Available Tax Increment in excess of the amount needed to make Payments due on each Payment Date, to any other obligations (including without limitation any interfund loan). Any such pledge or expenditure is subordinate to the Note, including the requirement to pay any accumulated deficiency in meeting scheduled Payments on the Note. Section 5. Certification of Proceedings. 5.01. Certification of Proceedings. The officers of the Authority are hereby authorized and directed to prepare and furnish to the Owner of the Note certified copies of all proceedings and records of the Authority, and such other affidavits, certificates, and information as may be required to show the facts relating to the legality and marketability of the Note as the same appear from the books and records under their custody and control or as otherwise known to them, and all such certified copies, certificates, and affidavits, including any heretofore furnished, shall be deemed representations of the Authority as to the facts recited therein. Section 6. Effective Date. This resolution shall be effective upon approval. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 65 C-9 464891v2 MNI SA285-105 Reviewed for Administration: Adopted by the Economic Development Authority __________, 20__ Executive Director President Attest Secretary Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 66 D-1 464891v2 MNI SA285-105 SCHEDULE D Form of Certificate of Completion (The remainder of this page is intentionally left blank.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 67 D-2 464891v2 MNI SA285-105 CERTIFICATE OF COMPLETION WHEREAS, the St. Louis Park Economic Development Authority (the "Authority") and Shoreham Apartments LLC (“Redeveloper”) entered into a certain Contract for Private Redevelopment dated August 17, 2015 (“Contract”), filed of record as Document No. _____________ on _________________; and WHEREAS, the Contract contains certain covenants and restrictions set forth in Articles III and IV thereof related to completing certain Minimum Improvements; and WHEREAS, the Redeveloper has performed said covenants and conditions insofar as it is able in a manner deemed sufficient by the Authority to permit the execution and recording of this certification; NOW, THEREFORE, this is to certify that all construction and other physical improvements related to the Minimum Improvements specified to be done and made by the Redeveloper have been completed and the agreements and covenants in Articles III and IV of the Contract have been performed by the Redeveloper, and this Certificate is intended to be a conclusive determination of the satisfactory termination of the covenants and conditions of Articles III and IV of the Contract related to completion of the Minimum Improvements, but any other covenants in the Contract shall remain in full force and effect. (Signature page follows.) Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 68 D-3 464891v2 MNI SA285-105 Dated: _______________, 20__. ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY By Authority Representative STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this ____ day of _________, 20__ by ______________________, the __________________ of the St. Louis Park Economic Development Authority, on behalf of the Authority. Notary Public This document drafted by: Kennedy & Graven, Chartered (MNI) 470 U.S. Bank Plaza Minneapolis, MN 55402 Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 69 E-1 464891v2 MNI SA285-105 SCHEDULE E Form of Subordination Agreement THIS SUBORDINATION AGREEMENT (this "Agreement") is made as of this _____ day of __________, 20__, between _______________ ("Lender"), whose address is at _________________________, and the ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY, a public body corporate and politic ("Authority"). RECITALS A. Shoreham Apartments LLC, a Delaware limited liability company ("Redeveloper"), is the owner of certain real property situated in Hennepin County, Minnesota and legally described in Exhibit A attached hereto and incorporated herein (the "Property"). B. Lender has made a mortgage loan to Redeveloper in the original principal amount of $__________ (the "Loan"). The Loan is the evidenced and secured by the following documents: (i) a certain promissory note (the "Note") made by Redeveloper dated __________, 20__, in the amount of $___________; and (ii) a certain mortgage, security agreement and fixture financing statement (the "Mortgage") made by Redeveloper dated __________, 20__, filed __________, 200_, as Hennepin County Recorder/Registrar of Titles Doc. No. __________ encumbering the Property; and (iii) a certain assignment of leases and rents (the "Assignment") made by Redeveloper dated __________, 20__, filed __________, 20__, as Hennepin County Recorder/Registrar of Titles Doc. No. __________ encumbering the Property. The Note, the Mortgage, the Assignment, and all other documents and instruments evidencing, securing and executed in connection with the Loan, are hereinafter collectively referred to as the "Loan Documents." C. Authority is the owner and holder of certain rights under a certain unrecorded Contract for Private Redevelopment (the "Contract") by and between Redeveloper and Authority dated August 17, 2015. D. Redeveloper is entitled under the Contract to acquire a certain Tax Increment Tax Revenue Note, Series 20__ in the original principal amount of $______________ (the “TIF Note”). NOW, THEREFORE, in consideration of the foregoing and as an inducement to Lender to make the Loan, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties hereto represent, warrant and agree as follows: Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 70 E-2 464891v2 MNI SA285-105 1. Consent. The Authority acknowledges that the Lender is making the Loan to the Redeveloper and consents to the same. The Authority also consents to and approves the collateral assignment of the Contract and TIF Note (when and if issued) by the Redeveloper to the Lender as collateral for the Loan; provided, however, that this consent shall not deprive the Authority of or otherwise limit any of the Authority’s rights or remedies under the Contract and TIF Note and shall not relieve the Redeveloper of any of its obligations under the Contract and TIF Note; provided further, however, the limitations to the Authority’s consent contained in this Paragraph 1 are subject to the provisions of Paragraph 2 below. 2. Subordination. The Authority hereby agrees that the rights of the Authority with respect to [_____________________] under the Contract are and shall remain subordinate and subject to liens, rights and security interests created by the Loan Documents and to any and all amendments, modifications, extensions, replacements or renewals of the Loan Documents; provided, however, that nothing herein shall be construed as subordinating the requirement contained in the Contract the Property be used in accordance with the provisions of Section 10.3 of the Contract, or as subordinating the Authority’s rights under the TIF Note to suspend payments in accordance with the TIF Note. 3. Notice to Authority. Lender agrees to use commercially reasonable efforts to notify Authority of the occurrence of any Event of Default given to Redeveloper under the Loan Documents, in accordance with Section 7.2 of the Contract. The Lender shall not be bound by the other requirements in Section 7.2 of the Contract. 4. Statutory Exception. Nothing in this Agreement shall alter, remove or affect Lender’s obligation under Minnesota Statutes, § 469.029 to use the Property in conformity to Section 10.3 of the Contract. 5. No Assumption. The Authority acknowledges that the Lender is not a party to the Contract and by executing this Agreement does not become a party to the Contract, and specifically does not assume and shall not be bound by any obligations of the Redeveloper to the Authority under the Contract, and that the Lender shall incur no obligations whatsoever to the Authority except as expressly provided herein. 6. Notice from Authority. So long as the Contract remains in effect, the Authority agrees to give to the Lender copies of notices of any Event of Default given to Redeveloper under the Contract. 7. Governing Law. This Agreement is made in and shall be construed in accordance with the laws of the State of Minnesota. 8. Successors. This Agreement and each and every covenant, agreement and other provision hereof shall be binding upon and inure to the benefit of the parties hereto and their respective successors and assigns, including any person who acquires title to the Property through the Lender of a foreclosure of the Mortgage. 9. Severability. The unenforceability or invalidity of any provision hereof shall not render any other provision or provisions herein contained unenforceable or invalid. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 71 E-3 464891v2 MNI SA285-105 10. Notice. Any notices and other communications permitted or required by the provisions of this Agreement shall be in writing and shall be deemed to have been properly given or served by depositing the same with the United States Postal Service, or any official successor thereto, designated as registered or certified mail, return receipt requested, bearing adequate postage, or delivery by reputable private carrier and addresses as set forth above. 11. Transfer of Title to Lender. The Authority agrees that in the event the Lender, a transferee of Lender, or a purchaser at foreclosure sale, acquires title to the Property pursuant to a foreclosure, or a deed in lieu thereof, the Lender, transferee, or purchaser shall not be bound by the terms and conditions of the Contract except as expressly herein provided. Further the Authority agrees that in the event the Lender, a transferee of Lender, or a purchaser at foreclosure sale acquires title to the Property pursuant to a foreclosure sale or a deed in lieu thereof, then the Lender, transferee, or purchaser shall be entitled to all rights conferred upon the Redeveloper under the Contract, provided that no condition of default exists and remains uncured beyond applicable cure periods in the obligations of the Redeveloper under the Contract. 12. Estoppel. The Authority hereby represents and warrants to Lender, for the purpose of inducing Lender to make advances to Redeveloper under the Loan Documents that: (a) No default or event of default by Redeveloper exists under the terms of the Contract on the date hereof; (b) The Contract has not been amended or modified in any respect, nor has any material provision thereof been waived by either the Authority or the Redeveloper, and the Contract is in full force and effect; (c) Such other reasonable certifications as the Lender may request. 13. Amendments. The Authority hereby represents and warrants to Lender for the purpose of inducing Lender to make advances to Redeveloper under the Loan Documents that Authority will not agree to any amendment or modification to the or any TIF Note issued under the Contract that materially affects the collection of Available Tax Increment (as defined in the Contract) in any way affects the Property without the Lender’s written consent. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 72 E-4 464891v2 MNI SA285-105 IN WITNESS WHEREOF, this Agreement has been executed and delivered as of the day and year first written above. ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY By Its President By Its Executive Director STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this _____ day of ___________, 20__, by _______________________ and ______________________ the President and Executive Director, respectively, of the St. Louis Park Economic Development Authority, a public body corporate and politic, on behalf of such public body. Notary Public Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 73 E-5 464891v2 MNI SA285-105 [LENDER] By: Its Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 74 F-1 464891v2 MNI SA285-105 SCHEDULE F PRO FORMA Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 75 G-1 464891v2 MNI SA285-105 SCHEDULE G ASSESSMENT AGREEMENT _______________________________________________________________________________ ASSESSMENT AGREEMENT and ASSESSOR'S CERTIFICATION By and Between ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY and SHOREHAM APARTMENTS LLC This Document was drafted by: KENNEDY & GRAVEN, Chartered 470 U.S. Bank Plaza Minneapolis, Minnesota 55402 Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 76 G-2 464891v2 MNI SA285-105 ASSESSMENT AGREEMENT THIS AGREEMENT, made on or as of the ____ day of _________________, 2015 by and between the St. Louis Park Economic Development Authority, a public body, corporate and politic (the “Authority”) and Shoreham Apartments LLC, a Delaware limited liability company (the “Redeveloper”). WITNESSETH, that WHEREAS, on or before the date hereof the Authority and Redeveloper have entered into a Contract for Private Redevelopment dated August 17, 2015 (the “Redevelopment Contract”), pursuant to which the Authority is to facilitate development of certain property in the Authority of St. Louis Park hereinafter referred to as the “Property” and legally described in Exhibit A hereto; and WHEREAS, pursuant to the Redevelopment Contract the Redeveloper is obligated to construct certain improvements (the “Minimum Improvements”) upon the Property; and WHEREAS, the Authority and Redeveloper desire to establish a minimum market value for the Property and the Minimum Improvements to be constructed thereon, pursuant to Minnesota Statutes, Section 469.177, Subdivision 8; and WHEREAS, the Authority and the City Assessor (the “Assessor”) have reviewed the preliminary plans and specifications for the improvements and have inspected such improvements; NOW, THEREFORE, the parties to this Agreement, in consideration of the promises, covenants and agreements made by each to the other, do hereby agree as follows: 1. The minimum market value which shall be assessed for ad valorem tax purposes for the Property described in Exhibit A, together with the Minimum Improvements constructed thereon, shall be $27,421,000 as of January 2, 2017 and $32,260,000 as of January 2, 2018, notwithstanding the progress of construction by such date, and as of each January 2 thereafter until termination of this Agreement under Section 2 hereof. 2. The minimum market value herein established shall be of no further force and effect and this Agreement shall terminate on the earlier of the following: (a) The date of receipt by the Authority of the final payment from Hennepin County of Tax Increments from the Shoreham Tax Increment Financing District, or (b) the date when the Note, as defined in the Redevelopment Contract, has been fully paid, defeased or terminated in accordance with its terms. The event referred to in Section 2(b) of this Agreement shall be evidenced by a certificate or affidavit executed by the Authority. 3. This Agreement shall be promptly recorded by the Authority. The Redeveloper shall pay all costs of recording. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 77 G-3 464891v2 MNI SA285-105 4. Neither the preambles nor provisions of this Agreement are intended to, nor shall they be construed as, modifying the terms of the Redevelopment Contract between the Authority and the Redeveloper. 5. This Agreement shall inure to the benefit of and be binding upon the successors and assigns of the parties. 6. Each of the parties has authority to enter into this Agreement and to take all actions required of it, and has taken all actions necessary to authorize the execution and delivery of this Agreement. 7. In the event any provision of this Agreement shall be held invalid and unenforceable by any court of competent jurisdiction, such holding shall not invalidate or render unenforceable any other provision hereof. 8. The parties hereto agree that they will, from time to time, execute, acknowledge and deliver, or cause to be executed, acknowledged and delivered, such supplements, amendments and modifications hereto, and such further instruments as may reasonably be required for correcting any inadequate, or incorrect, or amended description of the Property or the Minimum Improvements or for carrying out the expressed intention of this Agreement, including, without limitation, any further instruments required to delete from the description of the Property such part or parts as may be included within a separate assessment agreement. 9. Except as provided in Section 8 of this Agreement, this Agreement may not be amended nor any of its terms modified except by a writing authorized and executed by all parties hereto. 10. This Agreement may be simultaneously executed in several counterparts, each of which shall be an original and all of which shall constitute but one and the same instrument. 11. This Agreement shall be governed by and construed in accordance with the laws of the State of Minnesota. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 78 G-4 464891v2 MNI SA285-105 ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY By Its President By Its Executive Director STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this ____ day of ________, 2015 by ____________________ and ___________________________, the President and Executive Director of the St. Louis Park Economic Development Authority, on behalf of the Authority. Notary Public Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 79 G-5 464891v2 MNI SA285-105 SHOREHAM APARTMENTS LLC By Robb Bader, Administrative Member STATE OF MINNESOTA ) ) SS. COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this _____ day of _____________, 2015 by Robb Bader, the Administrative Member of Shoreham Apartments LLC , a Delaware limited liability company, on behalf of the limited liability company. Notary Public Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 80 G-6 464891v2 MNI SA285-105 CERTIFICATION BY CITY ASSESSOR The undersigned, having reviewed the plans and specifications for the improvements to be constructed and the market value assigned to the land upon which the improvements are to be constructed, hereby certifies as follows: The undersigned Assessor, being legally responsible for the assessment of the above described property, hereby certifies that the values assigned to the land and improvements are reasonable. City Assessor for the City of St. Louis Park STATE OF MINNESOTA ) ) ss COUNTY OF HENNEPIN ) The foregoing instrument was acknowledged before me this ___ day of ____________, 2015 by _____________________, the City Assessor of the City of St. Louis Park. Notary Public Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 81 G-7 464891v2 MNI SA285-105 EXHIBIT A of ASSESSMENT AGREEMENT Legal Description of Property Lot 1, Block 1, Shoreham Addition, Hennepin County, Minnesota. Economic Development Authority Meeting of August 17, 2015 (Item No. 7b) Title: Redevelopment Contract with Shoreham Apartments, LLC Page 82 Meeting: City Council Meeting Date: August 17, 2015 Presentation: 2a EXECUTIVE SUMMARY TITLE: Recognition of Clark Kube’s Years of Service RECOMMENDED ACTION: The Mayor is asked to read the certificate and recognize Construction Code Inspector Clark Kube for his 15 years of service to the City of St. Louis Park. POLICY CONSIDERATION: None at this time. SUMMARY: City p olicy states that employees who retire or resign in good standing with over 10 years of service will be presented with a framed certificate from the Mayor, City Manager and City Council. Clark Kube is retiring after 15 years of service to the City’s Inspections Department. He will be in attendance at this meeting. The Mayor is asked to read the certificate and present it to Clark in recognition of his years of service. FINANCIAL OR BUDGET CONSIDERATION: Not applicable. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: None Prepared by: Ali Timpone, HR Coordinator Reviewed by: Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager Meeting: City Council Meeting Date: August 17, 2015 Presentation: 2b EXECUTIVE SUMMARY TITLE: Retirement Recognition Resolution for Office Assistant Nancy Conery RECOMMENDED ACTION: The Mayor is asked to read the resolution and present a plaque to Nancy Conery for 37 years of service to the City of St. Louis Park. POLICY CONSIDERATION: None at this time. SUMMARY: City policy states that employees who retire or resign in good standing with over 20 years of service will be presented with a resolution from the Mayor, City Manager and City Council. Office Assistant Nancy Conery will be in attendance for the presentation at the beginning of the meeting. The Mayor is asked to read the resolution and present Nancy with a plaque in recognition of her years of service to the City. FINANCIAL OR BUDGET CONSIDERATION: Not applicable. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: Resolution Prepared by: Ali Timpone, HR Coordinator Reviewed by: Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 2b) Page 2 Title: Retirement Recognition Resolution for Office Assistant Nancy Conery RESOLUTION NO. 15-____ RESOLUTION OF THE CITY COUNCIL OF ST. LOUIS PARK, MINNESOTA, RECOGNIZING THE CONTRIBUTIONS OF AND EXPRESSING APPRECIATION TO OFFICE ASSISTANT NANCY CONERY WHEREAS, Nancy Conery began her employment with the City of St. Louis Park 37 years ago on February 13, 1978; and WHEREAS, Nancy progressed from her first role as Microfilm Clerk to Office Assistant; and WHEREAS, Nancy was instrumental in moving the city from paper to microfilm records beginning in 1978, then moved the city to its current digital imaging technology in 1995; and organized the first citywide records purge day; and WHEREAS, Nancy has been conscientious throughout her career in looking for improvements in processes, providing a high level of service to customers, recognizing others for their contributions and providing excellent customer service; and WHEREAS, Nancy has received many internal recognitions over the years for her assistance to other departments and her help in completing projects in a timely manner; and WHEREAS, Nancy will be leaving the City of St. Louis Park to devote time to her family, writing and traveling; NOW THEREFORE BE IT RESOLVED that the City Council of the City of St. Louis Park, Minnesota, by this resolution and public record, would like to thank Nancy Conery for her great contributions and 37 years of dedicated service to the City of St. Louis Park and wish her the best in her retirement. Reviewed for Administration: Adopted by the City Council August 17, 2015 City Manager Mayor Attest: City Clerk Meeting: City Council Meeting Date: August 17, 2015 Presentation: 2c EXECUTIVE SUMMARY TITLE: Community Garden Harvest Festival Day Proclamation RECOMMENDED ACTION: The Mayor is asked to read and present the proclamation to Julie Rappaport of SEEDS. POLICY CONSIDERATION: None at this time. BACKGROUND: SEEDS (Sustainable Education Edible District/citywide Stewardship) is a citizen-driven initiative that supports the overall mission of making St. Louis Park a healthier place to live, work and play. SEEDS offers hands-on educational activities of growing food "From Soil to Table and Back Again." SEEDS brings together many options of service relating to people, land, air, water and community through classes, skill shares, volunteer opportunities, as well as tours of Edible Gardens around St. Louis Park. On September 19, 2015 SEEDS will host the first annual Community Garden Harvest Festival Day. The weekend will be filled with tours of edible gardens around town, FREE classes and workshops on food skills, growing and sustainable efforts, as well as the multiple benefits of gardening on mind, body, spirit, and planet. Neighborhoods are being asked to form their own better health goals for 2016 and announce them at the Community Gathering on September 20. FINANCIAL OR BUDGET CONSIDERATION: Not applicable. VISION CONSIDERATION: St. Louis Park is committed to being a connected and engaged community. SUPPORTING DOCUMENTS: Proclamation Prepared by: Debbie Fischer, Administrative Services Office Assistant Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 2c ) Page 2 Title: Community Garden Harvest Festival Day Proclamation PROCLAMATION Community Garden Harvest Festival Day WHEREAS, SEEDS is a community-driven initiative that helps support health and sustainability in St. Louis Park by encouraging the planting of communal and private edible gardens; and WHEREAS, SEEDS offers hands-on educational activities of growing food “from soil to table and back again” through classes, volunteer and internship opportunities that provide work experience, engage youth in making a difference in their communities and prepare the next generation of environmentally responsible leaders; and WHEREAS, SEEDS helps residents learn life-long skills to grow their own food through sustainable practices and also encourages residents to “Grow an Extra Row” for the STEP Food Shelf or neighbors in need; and WHEREAS, community and neighborhood gardens strengthen block clubs, add beauty to neighborhoods; build community bridges by crossing intergenerational, cultural and socio-economic divides; present a positive local image; and provide horticultural therapy and exercise as well as access to healthy food; and WHEREAS, a Community Garden Harvest Festival Day featuring free classes and lectures on sustainable practices and food skills, tours of public and private edible gardens and neighborhood gatherings to determine health goals will be held on September 19, 2015; NOW THEREFORE, let it be known that the Mayor and City Council of the City of St. Louis Park do hereby proclaim September 19, 2015, to be the first Community Garden Harvest Festival Day in St. Louis Park and call upon all citizens in our Community to join in learning about the multiple health benefits of edible gardens. WHEREFORE, I set my hand and cause the Great Seal of the City of St. Louis Park to be affixed this 17th day of August, 2015. _________________________________ Jeff Jacobs, Mayor Meeting: City Council Meeting Date: August 17, 2015 Presentation: 2d EXECUTIVE SUMMARY TITLE: Southwest Twin Cities Beyond The Yellow Ribbon Coalition Update RECOMMENDED ACTION: No action needed. Jason Gadd, Hopkins City Councilmember and Coalition co-chair, will present an update on Coalition activities and the upcoming benefit concert to raise awareness of the military family and veteran support on September 3, 2015. POLICY CONSIDERATION: None at this time. SUMMARY: Beyond the Yellow Ribbon is a statewide program started by the Minnesota National Guard to establish, sustain and create awareness of a comprehensive support network that connects and coordinates agencies, organizations and resources to meet the needs of service members, military families and employers in Minnesota. The cities of St Louis Park, Minnetonka, Hopkins, and Edina have formed the Southwest Twin Cities Beyond The Yellow Ribbon Coalition which works to connect service members and their families with community services. Council adopted Resolution No. 12-098 in support of the Coalition in July, 2012. The Coalition has been receiving requests and fulfilling them throughout the year. 2015 is a year focused on marketing and getting the word out to veterans and families of the existence of the Southwest Twin Cities Beyond the Yellow Ribbon Coalition. A part of that is the benefit concert being held on Thursday, September 3, 2015 at the Hopkins Center for the Arts. The concert is designed to raise awareness of Beyond the Yellow Ribbon and the support for military families and veterans. The concert has 3 performers participating, Maiden Dixie, Tim Sigler and Nashville Recording Artist Beau Davidson. A portion of the proceeds will also go to a partner organization, Folds of Honor. They provide scholarships to the children of our military personnel that are killed in action. Attached is a flyer promoting the benefit. FINANCIAL OR BUDGET CONSIDERATION: Not applicable. VISION CONSIDERATION: St. Louis Park is committed to being a connected and engaged community. SUPPORTING DOCUMENTS: Benefit Concert Flyer Prepared by: Debbie Fischer, Administrative Services Office Assistant Approved by: Tom Harmening, City Manager “We Unite” BENEFIT CONCERT FEATURING: with a special performance by Nashville recording artist Tim Sigler & Maiden Dixie THURSDAY SEPTEMBER 3rd, 2015 Presents: Hopkins Center for the Arts Doors open for reception at 6:30pm Show starts at 7:30pm Tickets: $50 Premier Seats $30 Main Floor & $20 balcony - seats are limited To Purchase Tickets, call the box office at 952-979-1111 Option 4 Hours: Tue-Sat Noon-6pm or online at http://bit.do/WeUnite Beau Davidson City Council Meeting of August 17, 2015 (Item No. 2d) Title: Southwest Twin Cities Beyond The Yellow Ribbon Coalition Update Page 2 Meeting: City Council Meeting Date: August 17, 2015 Minutes: 3a UNOFFICIAL MINUTES CITY COUNCIL STUDY SESSION ST. LOUIS PARK, MINNESOTA JULY 27, 2015 The meeting convened at 6:02 p.m. Councilmembers present: Mayor Pro Tem Tim Brausen, Steve Hallfin, Gregg Lindberg, Anne Mavity, Susan Sanger, and Jake Spano. Councilmembers absent: Mayor Jeff Jacobs. Staff present: Deputy City Manager/Director of Human Resources (Ms. Deno), Director of Inspections (Mr. Hoffman), Director of Operations & Recreation (Ms. Walsh), Solid Waste Program Coordinator (Ms. Fisher), Public Works Services Manager (Mr. Merkley), Public Works Superintendent (Mr. Hanson), Communications and Marketing Manager (Ms. Larson), and Recording Secretary (Ms. Hughes). Guests: Mr. Neil Ralston (MAC Planner), Ms. Dana Nelson (MAC Manager of Noise and Environment), Ms. Lisa Peilen (MAC Commissioner), Mr. Blois Olson (Fluence Media), Mr. Dan Huff (Minneapolis Health Department), Ms. Madalyn Cioci (Minnesota Pollution Control Agency), Mr. Paul Kroening (Hennepin County Environment & Energy Department), Mr. Mike Levy (Plastics Food Service Packaging Group), Mr. Simon Hefty (LitinEco), Ms. Deb McMillan (TwinWest Chamber of Commerce), Mr. Dan McElroy (Restaurant Association of MN), Mr. Tim Wilkin (MN Beverage Association), Ms. Kate Davenport (Eureka Recycling), and Ms. Lynn Hoffman (Eureka Recycling). 1. Future Study Session Agenda Planning – August 10, 2015 Ms. Deno presented the proposed study session agenda for August 10th. Councilmember Mavity reiterated her earlier request for a study session discussion about how the City supports small businesses and whether there are specific zoning and land use strategies that could help guide and incent small business growth in the City. Ms. Deno agreed to place this item on a future study session agenda. Councilmember Sanger requested a study session discussion regarding construction noise in residential neighborhoods and what kinds of controls the City has in place and/or what kinds of controls could be added to minimize construction impacts in residential neighborhoods. Ms. Deno agreed to provide information to Council about the City’s current ordinance and additional controls that could be added as well as information about regulations in other cities. Councilmember Spano requested that staff also provide information about parking and staging of materials in construction projects. 2. Metropolitan Airports Commission (MAC) Presentation City Council Meeting of August 17, 2015 (Item No. 3a) Page 2 Title: Study Session Minutes of July 27, 2015 Mr. Hoffman presented the staff report and introduced MAC Commissioner Lisa Peilen, Ms. Dana Nelson, MAC Manager of Noise and Environment, and Mr. Neil Ralston, MAC Planner. Mr. Ralston provided an update of the 2035 Long Term Comprehensive Plan being developed for Minneapolis-St. Paul International Airport (MSP) and stated the purpose of the Comprehensive Plan is to update future airport facility needs through 2035, to serve as a road map to guide the development strategy and shape the seven year CIP, and to assess when facility improvements are needed to accommodate projected demand in a safe, efficient and cost effective manner. He presented a graph depicting actual airport traffic levels and advised that in 2014, MSP accommodated an all-time high of 9 million passenger originations at MSP and accommodated 17 million passenger enplanements, and by 2035 it is expected that MSP will accommodate 15 million passenger originations and 27 million enplanements. He stated that the focus areas regarding adequacy of existing facilities include aircraft gates, terminal processors, concourse sizing, parking, and the departures/arrivals curb fronts and stated that the gates and terminal processors are largely adequate through the early 2020s and deficiencies are noted in the parking and curb front areas pre-2020. He stated that new gates at Terminal 2 are required to accommodate growth and several of the existing facilities at Terminal 1 are strained and there are projects identified to address these shortfalls. He then presented a rendering of MSP facilities improvements including expansion of the baggage claim areas and an eight gate expansion at Terminal 1 as well as the addition of 12 gates at Terminal 2 and improvements to the ticketing, baggage claim, and international arrivals areas. Commissioner Peilen pointed out there will be disruptions beginning next year due to construction projects, including consolidation of the screening points into two larger security stations and the ticket counters and baggage claim areas are being redone. Ms. Nelson explained there has been an overall reduction in the 65 DNL contour and the 2035 forecast indicates a total of 7,005 fewer single-family homes and 6,398 fewer multi-family units inside the 2035 forecast 60 DNL contour. She discussed the day/night average sound level used by the FAA to determine noise impact around airports and advised that residential homes are eligible for mitigation within the 65 DNL contour, adding that MAC provides mitigation out to 60 DNL and a mitigation program is currently in place that sunsets in 2023 and provides that if someone is in a higher noise impact area than the previous program for three consecutive years, they are eligible for mitigation based on actual noise contours and MAC is currently looking at possible eligibility for homes south of Lake Harriet. She also discussed the 2035 total operations forecast of 512,000 and runway use assumptions for 2035 and presented information regarding total average daily operations, nighttime average daily operations by category and future aircraft type considerations, stating that Boeing has indicated the newer aircrafts have a 40% noise reduction from the B737-800. She also presented a comparison of runway use percentages as well as a comparison of noise contour impact comparison and stated the 2035 forecasted 60 DNL noise contour is 56.1% larger than the 2014 base case 60 DNL noise contour. Councilmember Mavity requested MAC documentation regarding noise reduction in order to compare this information with what the industry is producing. Mr. Ralston stated that MAC will be meeting with stakeholders before the Long Term Comprehensive Plan is completed and will schedule a pre-draft publication meeting in August or September followed by a formal 45-day public review period and two public information meetings in October. City Council Meeting of August 17, 2015 (Item No. 3a) Page 3 Title: Study Session Minutes of July 27, 2015 3. Polystyrene Update & Experts/Stakeholder Panel Discussion Mayor Pro Tem Brausen welcomed everyone to the discussion and stated that before making a decision regarding polystyrene, Council will undertake a robust public process including a listening session and public hearing. He introduced Mr. Blois Olson, moderator for the panel discussion. Mr. Dan Huff, City of Minneapolis Environmental Services Division Director, discussed the City of Minneapolis’s “Green to Go” Ordinance and stated one of the goals was to ensure compliance by education before moving into regulation and the City of Minneapolis developed a fact sheet that was mailed to 4,000 food related businesses; in addition, the City of Minneapolis worked with the business association and held community forums and packaging fairs where distributors were invited to display their products that meet the Ordinance requirements. He also discussed the exemptions for some products, e.g., polyethylene coffee cups, and also discussed the phased implementation of the Ordinance. Ms. Madalyn Cioci, Minnesota Pollution Control Agency, stated the MPCA does not have a position specific to polystyrene take-out containers and the MPCA supports policies that result in a net total waste generation reduction and other outcomes such as reduced air and water pollution. She indicated the Metropolitan Solid Waste policy plan has a goal of 6% reduction in total generation of waste, whether disposed, recycled or composted, and of that amount the MPCA wants 60% of that material to be recycled. She stated that substituting one container for another raises similar questions to the issues regarding single use plastic bags and she would like to see what a community could do by promoting a reusable takeout food container program, adding that the City of Portland has a “go box” reusable takeout food container program. Mr. Paul Kroening, Hennepin County Waste Management, stated that Hennepin County has not taken a position on polystyrene, has not considered any regulations, and the County Board has not asked staff to prepare anything for the Board’s consideration. He stated the County’s priority is to increase recycling and availability of organics collection. He stated the market for polystyrene recycling is nonexistent in Hennepin County, particularly food service polystyrene packaging, adding that polystyrene represents approximately 1.5-2% of the waste stream in Hennepin County. Councilmember Spano requested further information about the MPCA’s goal of 6% reduction in total waste. Ms. Cioci stated that organic material represents approximately 31% of the waste stream and textiles in the waste stream are growing and represent 4-5% of the waste stream. She agreed to provide the State’s waste composition study to provide more detail in that regard. Mr. Mike Levy, Plastics Food Service Packaging Group, discussed their support of polystyrene and stated that 254 million tons of trash is generated each year and all forms of polystyrene represents less than a percent of total waste. He discussed the life cycle of polystyrene and recycling options and urged the City to fully consider recycling options versus a ban on polystyrene. Councilmember Mavity requested that City staff see if any research has been done on polystyrene impacts in Minnesota lakes. City Council Meeting of August 17, 2015 (Item No. 3a) Page 4 Title: Study Session Minutes of July 27, 2015 Mr. Simon Hefty, LitonEco discussed alternative food packaging to #6 plastic polystyrene, including Bagasse clamshells, bowls, plates and cups. He stated that plant fiber to go containers are made from wheat straw obtained after grain extraction and can withstand temperatures up to 200° F. He presented examples of PLA clear-hinged containers that are 100% compostable and indicated the compostable products industry continues to develop products to meet the needs of alternative packaging. Ms. Deb McMillan, Director of Government Affairs, TwinWest Chamber of Commerce, stated that St. Louis Park has been a leader in adopting policies to incentivize recycling and TwinWest encourages the City to consider carefully what it wishes to accomplish and to devise a system that meets those goals and that will not inhibit business growth and retention. She stated the business community has concerns about a policy that is onerous, burdensome and not required in other communities, adding that TwinWest Chamber of Commerce favors efforts to encourage recycling and believes that an approach to reducing plastic and polystyrene that is incentive based, includes stakeholders in the process and takes business and consumer interests into consideration works best. Mr. Dan McElroy, Minnesota Restaurant Association, stated they are concerned about the cost of alternative packaging, including the Bagasse product, which is dramatically more expensive. He stated many of the restaurants in St. Louis Park are franchised restaurants that buy their products through national contracts and a polystyrene ban would require them to order non-standard products in small quantities, adding it was not reasonable that someone would want to pay more for a product in St. Louis Park than the same product in a neighboring community. He stated they are also concerned about enforcement and availability of exceptions. Mr. Tim Wilkin, Minnesota Beverage Association, stated there is no economical alternative to a PS lid, which is the standard in the industry for cold beverages and an exemption for these lids was provided by the City of Minneapolis. Ms. Lynn Hoffman, Eureka Recycling, stated that Eureka Recycling strongly supports elimination of polystyrene packaging and products. She stated that 8% of worldwide oil production is feedstock and production for plastics, including polystyrene, and a third of this is used as packaging and other short-lived applications. She discussed ways in which polystyrene endangers Minnesota wildlife and marine life, stating that microparticles are 24% higher in the Great Lakes and these toxins enter the food chain where it is expected to have deleterious effects on both wildlife and human health. Ms. Kate Davenport, Eureka Recycling, stated Eureka Recycling has not found consistent, reliable markets for polystyrene or Styrofoam and encouraged the City to ask questions of the MRF about this issue. She stated there are 87 communities across the country that have implemented bans and felt this was an exciting opportunity to build on the momentum created by Minneapolis. Councilmember Mavity stated there is little information available about measuring what is coming out of the Hennepin Energy Recovery Center (HERC) and formally requested Hennepin County to provide the City with a report on the waste from the HERC that goes airborne. Councilmember Lindberg stated it would be helpful for Council to have a conversation with representatives of the HERC. City Council Meeting of August 17, 2015 (Item No. 3a) Page 5 Title: Study Session Minutes of July 27, 2015 Councilmember Mavity requested further information about the New York study and Great Lakes study referenced by Eureka Recycling. Mayor Pro Tem Brausen thanked all the panelists for participating in the discussion and stated that the public listening sessions will be held soon and encouraged any interested persons including members of the Environment & Sustainability Commission to provide comment. Communications/Meeting Check-In (Verbal) None. Mayor Pro Tem Brausen adjourned the meeting at 9:12 p.m. Written reports provided and documented for recording purposes only: 4. June 2015 Monthly Financial Report 5. Second Quarter Investment Report (April – June 2015) 6. Cityscape Apartments – Special (Conditional) Use Permit Major Amendment & Variances at 5707 Hwy 7 7. Shared Services Agreement with City of Golden Valley for Central Park West 8. Business Terms for Redevelopment Contract with Shoreham Apartments, LLC 9. Dementia Training Update 10. SWLRT Update ______________________________________ ______________________________________ Melissa Kennedy, City Clerk Tim Brausen, Mayor Pro Tem Meeting: City Council Meeting Date: August 17, 2015 Minutes: 3b UNOFFICIAL MINUTES CITY COUNCIL MEETING ST. LOUIS PARK, MINNESOTA AUGUST 3, 2015 1. Call to Order Mayor Pro Tem Brausen called the meeting to order at 7:31 p.m. Councilmembers present: Mayor Pro Tem Tim Brausen, Gregg Lindberg, Anne Mavity, Susan Sanger, and Jake Spano. Councilmembers absent: Mayor Jeff Jacobs and Councilmember Steve Hallfin. Staff present: City Manager (Mr. Harmening), City Attorney (Mr. Mattick), Planning & Zoning Supervisor (Mr. Walther), Housing Supervisor/Deputy Community Development Director (Ms. Schnitker), Housing Programs Coordinator (Ms. Olson), Westwood Hills Nature Center Naturalist (Ms. McConnell), and Westwood Hills Nature Center Activity Specialist (Ms. Glennon), and Recording Secretary (Ms. Hughes). 1a. Pledge of Allegiance 1b. Roll Call 2. Presentations 2a. Westwood Hills Nature Center Junior Naturalists Recognition Ms. Glennon stated that the Junior Naturalist program began 25 summers ago and has grown into 65 dedicated and engaged volunteers and as of today, the Junior Naturalists donated over 1,800 hours this summer and over the entire Junior Naturalist careers, this group has donated over 5,400 hours. Mayor Pro Tem Brausen expressed the City Council’s thanks to the Junior Naturalists for their service and presented certificates of appreciation to each of the Junior Naturalists. 2b. Wayside House Recognition Mayor Pro Tem Brausen presented a Certificate of Recognition to Wayside House for over sixty years of dedicated service in St. Louis Park and throughout the metro area and introduced Ms. Karina Forrest-Perkins, Ms. Sara Larson, Ms. Sonata King, and Ms. Cheryl Davidson from Wayside House. Ms. Forrest-Perkins thanked the City Council and the City for all it has done for Wayside House and the families served by Wayside House. She stated that Wayside House has served over 28,000 women and the City of St. Louis Park has been a significant partner in making that happen. City Council Meeting of August 17, 2015 (Item No. 3b) Page 2 Title: City Council Meeting Minutes of August 3, 2015 Councilmember Sanger stated she was proud to be associated with Wayside House, having served on the Board for 20 years, and was pleased that Wayside House continues to achieve great success in helping women and their families overcome addiction and mental health issues. 3. Approval of Minutes 3a. Study Session Meeting Minutes July 13, 2015 Councilmember Sanger requested that the fifth sentence of the second paragraph on page 5 be revised to read “She disagreed with the statement in the SDEIS that indicates the southern interconnect would have a positive impact due to the removal of the wye and would have a potentially negative impact by permitting more and longer trains traveling south to Savage but the SDEIS did not address the mitigation needs such as addressing traffic concerns. would have no impact on railroad operations and stated it will have a positive impact because it will mean that potentially more and longer trains can run over the southern interconnect but does not address the mitigation measures needed for that.” The minutes were approved as amended. 3b. Special Study Session Meeting Minutes July 20, 2015 The minutes were approved as presented. 3c. City Council Meeting Minutes July 20, 2015 The minutes were approved as presented. 4. Approval of Agenda and Items on Consent Calendar NOTE: The Consent Calendar lists those items of business which are considered to be routine and/or which need no discussion. Consent items are acted upon by one motion. If discussion is desired by either a Councilmember or a member of the audience, that item may be moved to an appropriate section of the regular agenda for discussion. 4a. Accept for filing City Disbursement Claims for the period of June 27, 2015 through July 24, 2015. 4b. Approve Amendment No. 3 to City Agreement No. 4069, between the City and T- Mobile Central LLC for communication antennas on the City’s water tower at 5100 Park Glen Road. 4c. Approve Amendment No. 2 to City Agreement No. 4077, between the City and T- Mobile Central LLC for communication antennas on the City’s water tower at 8301 West 34th Street. 4d. Approve a Temporary On-Sale Intoxicating Liquor License for Church of the Holy Family at 5900 West Lake Street for their event to be held September 12, 2015. 4e. Adopt Resolution No. 15-103 authorizing the special assessment for the repair of the sewer service line at 3012 Alabama Avenue South, St. Louis Park, MN P.I.D. 16-117- City Council Meeting of August 17, 2015 (Item No. 3b) Page 3 Title: City Council Meeting Minutes of August 3, 2015 21-22-0069. 4f. Adopt Resolution No. 15-104 authorizing the special assessment for the repair of the sewer service line at 3232 Brunswick Avenue South, St. Louis Park, MN. P.I.D. 16- 117-21-23-0077. 4g. Adopt Resolution No. 15-105 authorizing the special assessment for the repair of the water service line at 8500 28th Street West, St. Louis Park, MN P.I.D. 07-117-21-43- 0058. 4h. Adopt Amended Resolution No. 15-106 authorizing the special assessment for the repair of the water service line at 3154 Hillsboro Avenue South, St. Louis Park, MN - P.I.D. 18-117-21-22-0003. 4i. Adopt Resolution No. 15-107 establishing a special assessment for the installation of a Fire Suppression Sprinkler System at 7420 West Lake Street, St. Louis Park. 4j. Adopt Resolution No. 15-108 accepting the project report, establishing and approving plans and specifications, and authorizing advertisement for bids for the replacement of The Rec Center arena refrigeration systems. 4k. Approve for filing Fire Civil Service Commission Meeting Minutes January 22, 2015. 4l. Approve for filing Parks & Recreation Advisory Commission Meeting Minutes January 21, 2015. 4m. Approve for filing Parks & Recreation Advisory Commission Meeting Minutes March 18, 2015. 4n. Approve for filing Planning Commission Meeting Minutes June 3, 2015. It was moved by Councilmember Spano, seconded by Councilmember Sanger, to approve the Agenda and items listed on the Consent Calendar and to waive reading of all resolutions and ordinances. The motion passed 5-0 (Mayor Jacobs and Councilmember Hallfin absent). 5. Boards and Commissions 5a. Appointment of Bob Tift to Fire Civil Service Commission It was moved by Councilmember Mavity, seconded by Councilmember Lindberg, to appoint Bob Tift to the Fire Civil Service Commission for a term to expire December 31, 2016. The motion passed 5-0 (Mayor Jacobs and Councilmember Hallfin absent). 6. Public Hearings - None 7. Requests, Petitions, and Communications from the Public – None 8. Resolutions, Ordinances, Motions and Discussion Items City Council Meeting of August 17, 2015 (Item No. 3b) Page 4 Title: City Council Meeting Minutes of August 3, 2015 8a. Cityscape Apartments – Special (Conditional) Use Permit Major Amendment & Variances at 5707 Hwy 7. Resolution No. 15-109 and Resolution No. 15-110. Mr. Walther presented the staff report and stated that Cityscape Apartments has been in compliance with its original approvals and conditions since 1989. He advised there was a recent taking of 1,048 square feet of the property by MN DOT as part of the Highway 100 reconstruction and the light rail bridge project. He explained that the lot area was 4.36 acres and the resulting lot area is 4.34 acres, the density was 35.8 units per acre and the resulting density is now 36 units per acre, the floor area ratio originally approved was 1.0 and the resulting floor area ratio is 1.01, and the ground floor area ratio was 0.2512 and the increased ground floor area ratio is insignificant. He stated the applicant is also requesting variances from the current standards to allow an increase in density from 30 units per acre to 36 units per acre and an increase in the floor area ratio from 0.7 to 1.0. He reviewed the variance criteria and stated that the variances do not impact the health, safety or welfare of the community, the existing use is consistent with current zoning, the variances are insignificant compared to the original approvals, the variances are primarily due to the taking of private land for public purposes and there are practical difficulties arising out of this taking. He advised that the Planning Commission held a public hearing and recommends approval of the Special (Conditional) Use Permit Major Amendment and variances. It was moved by Councilmember Sanger, seconded by Councilmember Mavity, to adopt Resolution No. 15-109 Amending and Restating Resolution No. 89-109 Adopted on July 31, 1989, and Granting an Amendment to an Existing Special (Conditional) Use Permit to Allow a 156-Unit Multiple Family Dwelling at 5707 Highway 7. The motion passed 5-0 (Mayor Jacobs and Councilmember Hallfin absent). It was moved by Councilmember Sanger, seconded by Councilmember Mavity, to adopt Resolution No. 15-110 Granting Variances to Allow an Increase in Residential Density from 30.0 to 36.0 Units Per Acre and an Increase in Floor Area Ratio from 0.7 to 1.0 Floor Area Ratio for Property Located at 5707 Highway 7. The motion passed 5-0 (Mayor Jacobs and Councilmember Hallfin absent). 8b. Shared Services Agreement with City of Golden Valley for Central Park West Mr. Walther presented the staff report and stated that the Central Park West development includes two apartment buildings, a hotel, and two office towers to be constructed in five phases. He presented the site plan and explained that the 199-unit apartment building and the future office parking ramp will straddle the boundary between Golden Valley and St. Louis Park and the scope of the proposed Shared Services Agreement will include permits, plan review, inspections and licensing with St. Louis Park taking the lead on these items for the Residential Building with a small portion of revenue being shared with Golden Valley. He stated that in the case of the future parking ramp, Golden Valley will take the lead on those items covered in the Shared Services Agreement and will share a portion of revenue with St. Louis Park. He advised that the Golden Valley City Council will consider this item at their meeting on Wednesday, August 5th and added that both the City Council Meeting of August 17, 2015 (Item No. 3b) Page 5 Title: City Council Meeting Minutes of August 3, 2015 hotel and future office development projects require a major amendment process and will be presented to the Planning Commission and City Council for review. Mayor Pro Tem Brausen asked if the residential units would share a common address. Mr. Walther replied in the affirmative and stated there will be one address for the entire residential building. He stated that both cities have a crime free ordinance and the property owner will have to satisfy both ordinances. He also stated that the residential units would follow school district boundaries. Councilmember Mavity requested that staff work closely with the property owner to make sure residents know where to vote. Mr. Walther stated that staff would work with the property manager to help them convey this information to tenants. He stated the Shared Services Agreement can be amended in the future to include additional items such as property maintenance and staff will continue to update Council as the development progresses. It was moved by Councilmember Mavity, seconded by Councilmember Spano, to authorize the Mayor and City Manager to execute a Shared Services Agreement with the City of Golden Valley relating to the Central Park West Redevelopment. The motion passed 5-0 (Mayor Jacobs and Councilmember Hallfin absent). 9. Communications Mr. Harmening encouraged residents to vote in the Primary Election on Tuesday, August 11th. He reminded residents about the community meeting on Climate Resiliency being held on Tuesday, August 11th, at 7:00 p.m. at the Rec Center. Mayor Pro Tem Brausen reminded residents about National Night Out on Tuesday, August 4th. 10. Adjournment Mayor Pro Tem Brausen adjourned the meeting at 8:11 p.m. ______________________________________ ______________________________________ Melissa Kennedy, City Clerk Tim Brausen, Mayor Pro Tem Meeting: City Council Meeting Date: August 17, 2015 Consent Agenda Item: 4a EXECUTIVE SUMMARY TITLE: League of Minnesota Cities (LMCIT) Optional No Fault Sewer Backup Coverage RECOMMENDED ACTION: Motion to Adopt Resolution electing to continue the current coverage with the changes from the LMCIT’s. POLICY CONSIDERATION: Does the Council agree with Staff’s recommendation to continue the current coverage with the changes from the LMCIT’s? SUMMARY: Due to the changes from last year’s No-Fault Sewer Backup Coverage the League of Minnesota Cities requires a formal resolution be passed through each city to approve the coverage. The No-Fault Sewer Backup Coverage that we currently possess is the large deductible of $40,000; with the city having a $150,000 general aggregate limit. This provides the residents with the most coverage related to sewer backup. This is the first year the league of Minnesota Cities is requiring annual Council approval of coverage. Staff is recommended that the City maintains its current coverage. FINANCIAL OR BUDGET CONSIDERATION: The City will continue to maintain sewer backup coverage through the League of Minnesota Cities Insurance Trust, and the required annual motion will be in place in preparation for the new policy year. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: Discussion Resolution – LMCIT’s Optional No Fault Sewer Backup Coverage Prepared by: Coty Hemann, Accountant Reviewed by: Steve Heintz, Finance Supervisor Brian A. Swanson, Controller Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 4a) Page 2 Title: League of Minnesota Cities (LMCIT) Optional No Fault Sewer Backup Coverage DISCUSSION BACKGROUND: No Fault Sewer Back-up and Water Main Break Coverage reimburses a property owner for up to the coverage limit of clean-up costs and damages caused by a sewer backup or water main break, irrespective of whether the city was negligent or legally liable for those damages. One of the other advantages is that it encourages prompt cleanup by the homeowners, helping to reduce health hazards. The City’s practice has been to carry a deductible of $40,000. Staff recommends the Council continue with this practice as outlined below: Current Practice and Recommended Continued Practice If the city maintains the $40,000 deductible, an individual claimant would be responsible for any costs above the coverage limit. The coverage would reimburse the property owner for the cost of cleaning up the backup, and damage to the property up to the coverage limit. Claim payments are on a per-occurrence basis and/or annual deductible in the policy. The City of St. Louis Park in the past has elected to carry the No-fault Sewer Backup coverage due to the consistency of the claims made by residents. This provides the most protection to the homeowners. Staff recommends continuing this practice and maintain the $40,000 deductible. The following resolution allows the no-fault sewer backup coverage to remain in place until the Council changes this election. Staff will ask Council to consider this question annually as required by the League of Minnesota Cities Insurance Trust. City Council Meeting of August 17, 2015 (Item No. 4a) Page 3 Title: League of Minnesota Cities (LMCIT) Optional No Fault Sewer Backup Coverage RESOLUTION NO. 15 - ____ RESOLUTION ESTABLISHING LIMITED CLEAN UP AND PROPERTY DAMAGE PROTECTION FOR SEWER BACK-UPS AND WATER MAIN BREAKS FOR WATER AND SEWER CUSTOMERS WHEREAS, The City of St. Louis Park provides water and sanitary sewer services to property within its jurisdiction; and WHEREAS, water main breaks may cause water to enter into property causing damage; and WHEREAS, blockages or other conditions in the City of St. Louis Park’s sanitary sewer lines may cause the back-up of sewage into properties that are connected to those City of St. Louis Park’s sanitary lines; and WHEREAS, water main breaks and sewer back-ups pose a public health and safety concern; and WHEREAS, it may be difficult to determine the exact cause and responsibility for a water main break or sanitary sewer back-ups and WHEREAS, the City of St. Louis Park desires to encourage the expeditious clean-up of properties that have encountered damage from water main breaks and sewer back-ups; and WHEREAS, the City of St. Louis Park desires to minimize the potential of expensive lawsuits arising out of water main breaks and sanitary sewer back-up claims; and WHEREAS, the City of St. Louis Park is a member of the League of Minnesota Cities Insurance Trust (LMCIT); and WHEREAS, LMCIT has offered the City of St. Louis Park limited “no fault” sewer coverage and water main break coverage (No-Fault Coverage) that will reimburse users of the water and sewer system for certain clean-up costs and property damage regardless of whether the City of St. Louis Park is at fault. NOW THEREFORE, BE IT RESOLVED, as follows: The City of St. Louis Park, will reimburse water and sanitary sewer customers for up to $40,000 of clean-up costs and property damages caused by a water main break or sanitary sewer back-up, regardless of whether the City of St. Louis Park is negligent or otherwise legally liable for damages, subject to the following conditions: I. Sanitary Sewer Back-Ups. For Sanitary sewer back-ups: A. The back-up must have resulted from a condition in the City of St. Louis Park’s sanitary sewer system or lines and not from a condition in a private line. B. The back-up must not have been caused by any catastrophic weather or other event which has been declared by the President of the United States to be a major disaster pursuant to 42 U.S.C. §§ 5121-5206, commonly known as the Stafford Act. City Council Meeting of August 17, 2015 (Item No. 4a) Page 4 Title: League of Minnesota Cities (LMCIT) Optional No Fault Sewer Backup Coverage C. The back-up must not have been caused by an interruption in electric power to the City of St. Louis Park’s sewer system or to any City of St. Louis Park lift station, which continues for more than 72 hours. D. The back-up must not have been caused by an amount of precipitation equivalent to rainfall amounts which exceed: o 2.0 inches in a 1-hour period; or o 2.5 inches in a 3-hour period; or o 3.0 inches in a 6-hour period; or o 3.5 inches in a 12-hour period; or o 4.0 inches in a 24-hour period; or o 4.5 inches in a 72-hour period; or o 5.5 inches in a 168-hour period. E. Neither the City of St. Louis Park nor LMCIT will reimburse any costs which have been or are eligible to be covered under a property owner’s own homeowners’ or other property insurance, or which would be eligible to be reimbursed under a National Flood Insurance Protection (NFIP) policy, whether or not the property owner actually has NFIP Coverage. F. The maximum amount that the City of St. Louis Park or LMCIT will reimburse is $40,000 per building, per year. A structure or group of structures served by a single connection to the City of St. Louis Park’s sewer system is considered a single building. II. Water Main Breaks. For water main breaks: A. Neither the City of St. Louis Park nor LMCIT will reimburse any costs which have been or are eligible to be covered under a property owner’s own homeowners’ or other property insurance B. The maximum amount that the City of St. Louis Park or LMCIT will reimburse is $40,000 to any claimant, regardless of the number of occurrences or the number of properties affected. C. Neither the City of St. Louis Park nor LMCIT will pay more than $250,000 for water main break damages resulting from any single occurrence. All water main break damage which occurs during any period of 72 consecutive hours is deemed to result from a single occurrence. If the total water main break damage for all claimants in a single occurrence exceeds $250,000, the reimbursement to each claimant will be calculated as follows: 1. A preliminary reimbursement figure is established for each claimant, equal to the lesser of the claimant’s actual damages or $40,000. 2. The sum of the preliminary reimbursement figures for all claimants will be calculated. 3. Each claimant will be paid a percentage of his or her preliminary reimbursement figure, equal to the percentage calculated by dividing $250,000 by the sum of all claimants’ preliminary reimbursement figures. III. The City of St. Louis Park’s determination to make these payments is contingent on and expressly limited to the extent that No-Fault Coverage is in force and available to reimburse the City of St. Louis Park for the costs set forth herein. IV. The City of St. Louis Park retains the right, in its sole discretion, to revoke, rescind, or modify this resolution at any time. City Council Meeting of August 17, 2015 (Item No. 4a) Page 5 Title: League of Minnesota Cities (LMCIT) Optional No Fault Sewer Backup Coverage V. The City of St. Louis Park hereby rescinds any prior resolution providing no-fault sewer backup coverage and water main break coverage. IN WITNESS WHEREOF, the City of St. Louis Park, by action of its governing body, caused this Reviewed for Administration: Adopted by the City Council August 17, 2015 City Manager Mayor Attest: City Clerk Meeting: City Council Meeting Date: August 17, 2015 Action Agenda Item: 4b EXECUTIVE SUMMARY TITLE: City Hall Remodeling Project RECOMMENDED ACTION: Motion to authorize staff to purchase up to $820,000 in office partitions, workstations, and furnishing with State contract pricing from Hendrickson PSG. POLICY CONSIDERATION: Are sufficient funds available to pay for the cost of this project? SUMMARY: The project is continuing with an estimated completion of November, 2015. Staffing and organization changes occurring since the project began necessitated review of the initial office furnishing plan. The following modifications have occurred or are planned to be implemented with the final plan: • Workstation was added to the first floor Information Resources offices for accommodating the newly created Environmental Coordinator position. • Organization changes in Community Development will result in reconfiguring some workstations and adding a DIRTT partitioned office for new supervisor position. • Staff changes in Administration allowed a re-evaluation of the front office layout for improved coordination of the City Clerk’s office. • Additional DIRRT panels with glass for improved natural light sharing planned for a third floor office instead of building hard walls. These modifications raise the cost of office furnishings by approximately $60,000 and will exceed the initial February 2nd Council authorization of up to $760,000 in purchases. Council is requested to increase the authorized purchases for partitions, workstations, and furniture with state contract pricing from Hendrickson to $820,000 for completion of the city hall remodeling. FINANCIAL OR BUDGET CONSIDERATION: While the initial project budget of 1.235 million and included contingency is covering regular remodeling discoveries and construction changes, the office furnishing changes will increase expenditures for the project. The budget will increase as a result of this motion with available funding from the Capital Replacement Fund. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: None Prepared by: Brian Hoffman, Director of Inspections Approved by: Tom Harmening, City Manager Meeting: City Council Meeting Date: August 17, 2015 Consent Agenda Item: 4c EXECUTIVE SUMMARY TITLE: Blue Cross Blue Shield (BCBS) Funding for Health in the Park RECOMMENDED ACTION: Motion to Approve the Blue Cross Blue Shield of Minnesota Active Living for All Master Agreement relating to the Health in the Park initiative. POLICY CONSIDERATION: Does the City Council wish to continue to receive funding from Blue Cross Blue Shield for the Health in the Park initiative for 2015-2016? SUMMARY: Last year we received funding from Blue Cross Blue Shield to engage our community on Health in the Park. We continue to partner with Park Nicollet, St. Louis Park School District, TwinWest Chamber and Children First. We are starting on year three, our last year of funding from Blue Cross Blue Shield. Our funding for year three is $150,000. The Master Agreement is intended to reflect our use of these dollars. The key areas we will be undertaking over the next year include: • Support the citizen led action groups which promote active living, better eating and mental health awareness in St. Louis Park. • Maintain Health in the Park visibility. • End of year community feedback and celebration event. • Work to review internal policies, systems and environment around Health in the Park. • Work with the neighborhoods to further engrain health and active living into the way we live. • Work with local businesses, TwinWest Chamber and Hennepin County to facilitate dialogue among our business communities with the purpose of engaging them in developing an active living and wellness culture. • Undertake community events such as community link, community celebration and meetings with neighborhoods/champions/partners. • Develop strategy for Health in the Park to take this initiative beyond the three years of funding and integrate it into our culture. The City Attorney has reviewed the agreement and has not suggested any changes. VISION CONSIDERATION: St. Louis Park is committed to being a connected and engaged community. SUPPORTING DOCUMENTS: BCBS of MN Active Living for All Master Agreement Prepared by: Laura Smith, Volunteer and Wellness Coordinator Reviewed by: Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager Page 1 of 12 CFCMA KMA 3.13 city of st louis park alfa sched 3 27jul2015.doc ENGAGEMENT SCHEDULE #3 TO ACTIVE LIVING FOR ALL MASTER AGREEMENT This Schedule is made pursuant to and incorporated into the Active Living For All Master Agreement bearing an Effective Date of July 1, 2013, and entered into by and between BCBSM, Inc., dba Blue Cross and Blue Shield of Minnesota (hereafter “Blue Cross”) and City of St. Louis Park (hereafter “Consultant”). Any capitalized term not otherwise defined herein will have the meaning given to it in the Active Living for All Master Agreement (the “Agreement”). 1. SCOPE/DESCRIPTION OF SERVICES. A. Blue Cross’ goal is to improve physical activity amongst Minnesotans. Blue Cross is funding selected communities to plan for and implement an effective approach to support active living efforts, with a focus on policy, systems and environmental (PSE) change. The intent is to support work that increases access to and reduces barriers to routine physical activity. B. Consultant will continue to lead initiative to generate citizen input, advocacy, and action on PSE changes to reduce barriers and increase access to routine physical activity in the city of St. Louis Park. Consultant will support the resulting community action teams that have committed to organize and take action around a particular health issue within the city of St. Louis Park including physical activity, healthy eating and mental wellbeing. The Consultant will focus efforts to create and adopt city policies that will honor, sustain, and implement past citizen engagement and action team priorities. Policy efforts will include the creation of a healthy policy as well as the inclusion of health in city planning and zoning efforts. Consultant will also engage residents, businesses, neighborhoods, and organizations around improving health. Engagement efforts will have a focus on high priority populations. Collectively, these activities constitute the “Project.” 2. START/END DATE OF SERVICES. Consultant shall start performance of the Services under this Schedule on July 1, 2015, and complete performance no later than June 30, 2016. During the time period of July 1, 2016, through July 31, 2016, Consultant is to work only on preparing the July 31 report. All other work detailed in this Schedule is to be completed by June 30, 2016. 3. DESCRIPTION OF TASKS/SERVICES TO BE PROVIDED BY CONSULTANT. A. The work plan supports active living initiative for the period of July 1, 2015, to June 30, 2016, approved by Blue Cross project manager, attached hereto as Appendix A to this Schedule. Any change made to the work plan requires approval in writing by the Blue Cross project manager and will be incorporated into this Schedule. B. Consultant will execute the agreed upon work plan as described herein. All projected dates have up to 30-day variation before additional contractual review is needed. Any deviation from these projected dates need to be approved in writing by the Blue Cross project manager. All Consultant Tasks/Services are fully defined within the attached work plan but at a very minimum these include, but are not limited to: 1. Creation and adoption of city health policy; 2. Begin the process of updating the city’s comprehensive plan with the inclusion of health language and data; 3. Create new pedestrian-oriented zoning districts and related zoning code around the city’s three potential light rail station areas; 4. Support citizen-led initiatives via action teams focused on physical activity, healthy eating, and mental wellbeing; and City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the Park Page 2 Page 2 of 12 CFCMA KMA 3.13 city of st louis park alfa sched 3 27jul2015.doc 5. Engage residents, businesses, neighborhood groups, and community organizations around community health with particular focus paid to engagement of high priority populations. C. Consultant and designated subcontractors will complete a core competency assessment to be used to inform the capacity development and leadership development plan to be developed by the Blue Cross project manager. D. Upon request by Blue Cross, Consultant will participate in Blue Cross-sponsored workshops, conferences, trainings and/or conference calls for project support, planning, best practices, and other activities identified in the capacity development and leadership development plan including but not limited to: 1. up to two (2) learning meetings to be scheduled; 2. other events as identified by Blue Cross project manager; and/or 3. other conferences (non-Blue Cross) must be pre-approved in work plan. E. Consultant shall comply with any and all guidelines, restrictions and standards for the use of Blue Cross’s name, logo and attribution, including, but not limited to, those set forth in Exhibit 5 (Communications Requirements for Funded Organizations) to the Agreement, which Blue Cross may amend from time to time, and provide Blue Cross with (a) proofs for review and approval prior to printing or other publication (including paper or electronic publishing, and creation of audio/video documentation) of any Project-related material, advertising or video containing attribution of Blue Cross or Blue Cross’ name or logo, and (b) the opportunity to approve or reject the placement, color or size of Sponsor’s name or logo on all Project-related material or advertising. Blue Cross retains all right, title and interest in its corporate name and logo, and nothing in this Schedule or the Agreement will be construed to constitute a waiver of any other right or remedy Blue Cross may have relative to the use of its corporate name or logo by Consultant. F. Consultant shall acknowledge Blue Cross in materials related to the Project including but not limited to: promotional literature, brochures, publications, press releases, advertisements and digital/multi-media content. The following language, or such other language approved by Blue Cross as set forth in the above mentioned Exhibit 5, shall be used: Funding for this project is provided by the Center for Prevention at Blue Cross and Blue Shield of Minnesota, as part of the Blue Cross’ long-term commitment to tackle the leading causes of heart disease and cancer: tobacco use, lack of physical activity and unhealthy eating. G. Consultant may not make any media statements on behalf of Blue Cross under any circumstance. However, Consultant may publicize that Blue Cross has funded the Project and advise media to contact Blue Cross directly for more information. In addition, if any media outlet contacts Consultant requesting comment on behalf of Blue Cross, Consultant shall contact its Blue Cross communications representative immediately. Any proactive outreach to media shall be coordinated with Blue Cross communications staff as specified in the above mentioned Exhibit. Consultant will work collaboratively with Blue Cross, and Blue Cross’ evaluator, to help develop evaluation plan and will supply information and resources based on evaluation plan. Upon request by the Blue Cross project manager, Consultant will provide one article/entry/update for summarizing valuable lessons to help serve as a model in Minnesota. H. Consultant will dedicate a single staff person responsible for coordinating its funded project related activities. The staff person will serve as primary contact for Blue Cross and other service providers. I. Consultant must initiate contact with Blue Cross project manager at least once per month, or as agreed upon by Consultant and project manager. J. Consultant will notify Blue Cross project manager within three business days when there is a change of personnel on the Schedule. City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the Park Page 3 Page 3 of 12 CFCMA KMA 3.13 city of st louis park alfa sched 3 27jul2015.doc . 4. The twelve (12) month project budget supports the Project for the period of July 1, 2015, to June 30, 2016, attached hereto as Appendix B, and has been approved by Blue Cross project manager. Blue Cross reserves the right to refuse payment for any expenses which were not in an approved budget. 5. DELIVERABLES. Consultant shall submit progress reports during the contract period. The reports will be due on the following dates: Name of Report Period Covered Due Date 6-month report July - December 2015 January 31, 2016 6-month report January - June 2016 July 31, 2016 Report templates to be provided by Blue Cross Reporting and may include, but is not limited to: A. a listing of meeting dates and attendees; B. an overview of any assessment results; C. a list of stakeholder participants; D. a summary of any special events; and E. a portfolio of any media coverage. 6. CONSULTANT PERSONNEL. The following Consultant personnel will perform Services under this Schedule. Any employee hired after the start date of this Schedule will be sent to Blue Cross project manager via email within three business days of the new employee’s start date: Name Employee (E) or Subcontractor (S) If subcontractor, state name & address U.S. citizen? (Y/N) If not U.S. citizen, indicate citizenship & type of work permit or visa Estimated hours per week Laura Smith E Y 6 Jean Olson E Y 24 Betsy Stringer E Y 24 TBD - Social Media & project assistant E Y 3 7. CHARGES. Blue Cross agrees to pay Consultant for the Services as specified below: A. For the Services described herein, Blue Cross shall pay Consultant fees for actual costs for items listed in Appendix B, Budget. B. Invoicing and payment shall be pursuant to Section I, part 5 of the Agreement. C. In no event shall Blue Cross be required to pay more than $150,000 for Services and approved expenses pursuant to this Schedule unless otherwise mutually agreed upon in writing. Consultant acknowledges that it will not be paid for Services and expenses that exceed the dollar amount in the previous sentence unless otherwise agreed upon in writing. 8. EXPENSES. All expenses as outlined in the budget, attached hereto as Appendix B, are subject to prior written approval by Blue Cross, and may require Consultant to submit an additional detailed budget and work plan per line item. Blue Cross will reimburse Consultant for the reimbursable expenses listed in the Budget attached as Appendix B, incurred during the performance of this Schedule and any related Change Orders. Reimbursable expenses shall be subject to Blue Cross’ Contractor/Consultant Expense Reimbursement Policy, attached as Exhibit 4 to the Active Living for All Master Agreement, which Blue Cross may amend from time to time. Expenses in excess of the limit in Appendix B are subject to prior written approval by Blue Cross, and may be incurred only if the City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the Park Page 4 Page 4 of 12 CFCMA KMA 3.13 city of st louis park alfa sched 3 27jul2015.doc parties agree to such additional expenses pursuant to a Change Order. Consultant will invoice Blue Cross separately for reimbursable expenses on a monthly basis. 9. SCHEDULE TERMINATION. Subject to the terms and conditions of the Agreement, this Schedule will terminate upon Consultant’s successful completion of the Services and formal acceptance of the Deliverables by Blue Cross. In Witness whereof, the parties have executed this Agreement on the date(s) indicated below. BCBSM, INC., dba Blue Cross and Blue Shield of Minnesota City of St. Louis Park By: By: Signature Paula Phillippe Sr. Vice President, Human Resources & External Relations Signature Print Name Print Name Date Date City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the Park Page 5 Page 5 of 12 CFCMA KMA 3.13 city of st louis park alfa sched 3 27jul2015.doc APPENDIX A TO ENGAGEMENT SCHEDULE #3 Work Plan City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the Park Page 6 Blue Cross® and Blue Shield® of Minnesota is a nonprofit independent licensee of the Blue Cross and Blue Shield Association RFP #733—APPENDIX A Project Work Plan, Year 3, July, 2015 – June, 2016 GOAL 1: Create and adopt city policies that will honor, sustain, and implement the work of Health in the Park. PSE Strategy Actions Resources Needed Person(s) Responsible Timeframe – Start/End Dates MEASURES OF SUCCESS Create Health in All Policy for city and school district that is adopted and integrated into departments, used, and sustainable. Hire consultant to help determine scope of project, and navigate the creation of policies Engage HIP citizen-led groups for advice, feedback and direction. Utilize internal employee wellness committee as needed Consultant Time, staff time, time with city and school district leadership. Subcontract with school district to support their work. Project coordinator Consultant, School district partner Begin July 2015 End June 2016 Leadership buy-in feedback across city departments. Creation/integration of policies Utilization/reference of health in all policy in department meetings Collaborate with Community Development in the implementation of Form Based Code, creating spaces that are walkable, pedestrian friendly and green. Target outreach to property owners Form group of individuals in health and development for “peer review” of work for approval. Open house for draft release- strong outreach and communication of this event. Staff time Funding for TAP- Technical Assistance Panel Project Coordinator, Sr. Community Development Planner. Begins: July 2015 Ends: June 2016, plans will continue after June 2016 Business and resident support of Form Based Code Citizen involvement and feedback City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the ParkPage 7 Blue Cross® and Blue Shield® of Minnesota is a nonprofit independent licensee of the Blue Cross and Blue Shield Association RFP #733—APPENDIX A Utilize TAP- Technical Assistance Panel Integrate health and active living in city comp plan Track items for comp plan to determine how it will integrate. Start groundwork by meeting with comp plan partners. Staff time Consultant time Commitment from city leadership Consultant HIP Staff Community Development Begins: 2016 End: Plans will continue after June 2016 Written and approved recommendations and a commitment for health to be in comp plan. Engage local business, faith based communities to encourage health policy and active living culture. Identify partners at businesses and local community organizations Outreach to communities Hold meeting to share Health In All Policy creation from city/school district, importance of health policy and an active living culture HIP outreach staff time Project Coordinator Budget for community partners meeting- space, food HIP Staff- outreach staff, project coordinator, assistant staff Policy Consultant Begin January 2016 End June 2016 Attendance of partner meetings Commitment and interest from businesses/organizations to create their own health policies. City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the ParkPage 8 Blue Cross® and Blue Shield® of Minnesota is a nonprofit independent licensee of the Blue Cross and Blue Shield Association RFP #733—APPENDIX A GOAL 2: Continue supporting and facilitating citizen-led health initiatives PSE Strategy Actions Resources Needed Person(s) Responsible Timeframe – Start/End Dates MEASURES OF SUCCESS Support citizen led groups: Better Eating, Active Connections, and Wellbeing by creating a system for engaging and activating citizens that is sustainable and impactful. Better Eating will support better eating through public education and environment. Active Connections will work on walkability and movability in the city, and spaces to for the community to be active. Wellbeing will work with partners to reduce the stigma of mental illness. Explore possibility of new action group focusing on active aging. Meet with citizen groups bi monthly to check in, advise on citizen led initiatives. Better Eating will focus on helping the referendum pass in the school district, allowing for kitchens to be updated. Active Connections will work with city departments on sidewalks, trails and park usage. Wellbeing will partner with outside organizations who will be hosting Mental Health Classes Work with Lenox Community Center on possibility of new action group. Staff time, space, funding for food, materials needed. HIP Staff Outreach staff HIP assistant staff Begin: July 2015 End: June 2016 Citizen led groups are active and involved. Volunteer engagement and attendance at bi-monthly meetings. Leaders emerge from action groups, who will sustain HIP beyond June 2016. Analyze citizen volunteer workflow and create strategy for 2016 and beyond. Survey citizen led groups and volunteers for feedback. Gather feedback from current HIP staff. Survey from Wilder Data analysis from Wilder Project Coordinator Outreach staff Wilder Begin: July 2015 End: December 2015 Survey participation Final organizational volunteer structure and involvement Increase in volunteer numbers on action teams. City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the ParkPage 9 Blue Cross® and Blue Shield® of Minnesota is a nonprofit independent licensee of the Blue Cross and Blue Shield Association RFP #733—APPENDIX A Realign structure in staff, volunteer and partner responsibilities. Future: feedback on structure Host end of program community conversation/celebration to hand off HIP to sustainability team. Create list of involved parties Create agenda for conversation, evaluation/feedback needed Reserve space, order materials and food needed Staff time, funding, location, food and outreach, Wilder for evaluation HIP Staff Wilder- evaluations Planning Begins: December 2015 Event: April 2016 Attendance records Evaluation feedback GOAL 3: Engage St. Louis Park residents, businesses, neighborhoods, and other stakeholders with a special focus on high priority populations. PSE Strategy Actions Resources Needed Person(s) Responsible Timeframe – Start/End Dates MEASURES OF SUCCESS Create integration of HIP into neighborhoods to further increase sustainability and keep HIP alive beyond 2016. Utilize neighborhoods as a means of communication for HIP happenings. Review neighborhood grant process to integrate HIP Present at annual neighborhood meeting, with call to action. Staff time, buy in from Community Liaison, PD HIP Staff, Community outreach PD team Begins August 2015 Ends June 2016 Feedback from neighborhoods. Neighborhood commitment and involvement. HIP noted in neighborhood grant review process HIP visibility at NNO (Will be July 2016) City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the ParkPage 10 Blue Cross® and Blue Shield® of Minnesota is a nonprofit independent licensee of the Blue Cross and Blue Shield Association RFP #733—APPENDIX A Encourage HIP focus at each national night out party (?) Actively participate in Community Link to promote presence of HIP and engage residents. Utilize event to gather feedback and input from community on form based code, comp plan Engage community in activities: healthy eating, healthy food and walking. Promote healthy eating, lunches and snack preparation through demonstration. Active engagement from city staff or volunteers from HIP action groups. Funding for programs, food, volunteers from action groups. HIP Staff HIP Action Teams, volunteer support August 2015 Feedback/evaluation Number of participants/attendees Define system to keep Park the Street as a community event to be held each year. Engage departments for support. Create step by step system for planning, creation of events. Staff time, city department partnership. City leadership support Project Coordinator Department Heads Begins January 2016 Ends June 2016 Identified project leads from each department to ensure execution of future PTS events.  City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the ParkPage 11 Page 11 of 12 CFCMA KMA 3.13 city of st louis park alfa sched 3 27jul2015.doc APPENDIX B TO ENGAGEMENT SCHEDULE #3 Budget City Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the Park Page 12 SECTION 1:  Calculation of the price for labor (staff). List the contractor's staff that will be providing servicesName of person providing service Job titleHourly Rate # of Hours Total PriceLaura SmithOrganizational Development, project coordinator$37.99 313.00             11,890.87$     Jean OlsonCommunity Outreach$21.00 1,248.00          $26,208.00Betsy StringerProject Assistant$13.00 1,248.00          $16,224.00TBDSocial Media & project assistant$12.00 156.00             $1,872.00Total estimated price56,194.87$     SECTION 2:  Calculation of other project costs. List all other project costs.Expense categoryExplanationUnit price Quantity Total PriceActive Living Community Events Food and Beverage, outreach, engagement3,000.00$       Community LinkFood, Beverage, Training & Healthy Living Demonstrations3,000.00$       Business and Faith Active Living Food, Place, outreach, engagement5,000.00$       Neighborhood and Champion HIP leaders Promotion, training, and innovation5,000.00$       TravelConference for three staff1,800.00$  3.00                  5,400.00$       Project materials2,500.00$       Consultants/SubcontractorsMeeting facilitationMobius (subcontractor)15,000.00$15,000.00$     Health PolicySubcontractor (TBD)43,405.13$43,405.13$     Form Based CodeTechnical Assistance Panel5,000.00$  5,000.00$       Develop and Maintain beyond 2016 Outside Facilitator (TBD)1,500.00$  1,500.00$       End of Year CelebrationHonor our citizens, celebrate5,000.00$  5,000.00$       Total estimated price93,805.13$     Labor56,194.87$     Project‐related93,805.13$     GRAND TOTAL150,000.00$Center for Prevention ‐ ALfA (Active Living for All) ProgramPrice Proposal TemplatePRICESUMMARYCity Council Meeting of August 17, 2015 (Item No. 4c) Title: Blue Cross Blue Shield (BCBS) Funding for Health in the ParkPage 13 Meeting: City Council Meeting Date: August 17, 2015 Consent Agenda Item: 4d EXECUTIVE SUMMARY TITLE: Hennepin County Residential Recycling Grant Agreement RECOMMENDED ACTION: Motion to Adopt Resolution authorizing execution of the Hennepin County Grant Agreement for the City’s residential curbside recycling and organics program. POLICY CONSIDERATION: Does the Council wish to receive assistance from the County to help pay for our recycling and organics recycling program? SUMMARY: Annually in February the City submits a grant report and application for SCORE funding. SCORE (Select Committee On Recycling and the Environment) was established by Governor Perpich to provide a funding source for solid waste programs throughout Minnesota. SCORE funds are derived from a 6.5% tax on garbage collection and disposal fees. These funds are distributed to counties for solid waste programs, particularly recycling collection. Since 1988 the City has received annual grants from Hennepin County as an aid in supporting the residential curbside recycling program that serves all single family through four-plex residential structures. The County’s share of SCORE funds is divided between cities on a proportional basis by the number of households. The County’s current funding policy (grant program) covers the period from January 1, 2012 through December 31, 2015, and is being extended through December 31, 2016. The agreement provides for the proportional distribution of SCORE funds, which the County receives from the State of Minnesota. The grant program was expanded to now cover organics recycling, as well as traditional recycling of paper, plastic, and metal. This report and request is based on a Hennepin County requirement to provide a Council Resolution authorizing each agreement. This particular resolution covers the Municipal Recycling Grant Agreement terminating December 31, 2016. The amount received under the Agreement, for the year 2015 is $115,610. The terms of this agreement are essentially the same as in the past agreements. FINANCIAL OR BUDGET CONSIDERATION: The funding from this grant program is used to help pay for the City’s recycling and organics collection program. VISION CONSIDERATION: St. Louis Park is committed to being a leader in environmental stewardship. We will increase environmental consciousness and responsibility in all areas of city business. SUPPORTING DOCUMENTS: Resolution Amendment No. 1 Funding Policy Prepared by: Scott Merkley, Public Works Services Manager Reviewed by: Mark Hanson, Public Works Superintendent Cindy Walsh, Director of Operations and Recreation Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 4d) Page 2 Title: Hennepin County Residential Recycling Grant Agreement RESOLUTION NO. 15 - ___ RESOLUTION AUTHORIZING AMENDMENT TO RESIDENTIAL RECYCLING GRANT AGREEMENT BETWEEN THE CITY OF ST. LOUIS PARK AND HENNEPIN COUNTY WHEREAS, pursuant to Minnesota Statute 115A.552, Counties shall ensure that residents have an opportunity to recycle; and WHEREAS, Hennepin County Ordinance 13 requires each City to implement a recycling program to enable the County to meet its recycling goals; and WHEREAS, the County has adopted a resolution to amend the Hennepin County Residential Recycling Funding Policy funding to incorporate requirements to expend additional SCORE funds on organics recycling and extend the contract period of the Residential Recycling Funding Policy from December 31, 2015 to December 31, 2016; and WHEREAS, in order to receive grant funds, the City must sign the agreement; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of St. Louis Park, Minnesota, that the City Council accepts the agreement as proposed. BE IT FURTHER RESOLVED, that the City Council authorizes the Mayor, City Manager or his designee to execute such Residential Recycling Grant Agreement with the County. Reviewed for Administration: Adopted by the City Council August 17, 2015 City Manager Mayor Attest: City Clerk City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 3 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 4 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 5 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 6 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 7 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 8 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 9 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 10 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 11 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 12 City Council Meeting of August 17, 2015 (Item No. 4d) Title: Hennepin County Residential Recycling Grant AgreementPage 13 Meeting: City Council Meeting Date: August 17, 2015 Consent Agenda Item: 4e EXECUTIVE SUMMARY TITLE: Special Assessment – Sewer Service Line Repair at 2960 Zarthan Avenue South RECOMMENDED ACTION: Motion to Adopt Resolution authorizing the special assessment for the repair of the sewer service line at 2960 Zarthan Avenue South, St. Louis Park, MN P.I.D. 09-117-21-34-0188. POLICY CONSIDERATION: The proposed action is consistent with policy previously established by the City Council. SUMMARY: Matthew and Tami Henderson, owners of the single family residence at 2960 Zarthan Avenue South, have requested the City to authorize the repair of the sewer service line for their home and assess the cost against the property in accordance with the City’s special assessment policy. The City requires the repair of service lines to promote the general public health, safety and welfare within the community. The special assessment policy for the repair or replacement of water or sewer service lines for existing homes was adopted by the City Council in 1996. This program was put into place because sometimes property owners face financial hardships when emergency repairs like this are unexpectedly required. Plans and permits for this service line repair work were completed, submitted, and approved by City staff. The property owners hired a contractor and repaired the sewer service line in compliance with current codes and regulations. Based on the completed work, this repair qualifies for the City’s special assessment program. The property owners have petitioned the City to authorize the sewer service line repair and special assess the cost of the repair. The total eligible cost of the repair has been determined to be $3,925.00 FINANCIAL OR BUDGET CONSIDERATION: The City has funds in place to finance the cost of this special assessment. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: Resolution Prepared by: Jay Hall , Utility Superintendent Reviewed by: Mark Hanson, Public Works Superintendent Pat Sulander, Accountant Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 4e) Page 2 Title: Special Assessment – Sewer Service Line Repair at 2960 Zarthan Avenue South RESOLUTION NO. 15-____ RESOLUTION AUTHORIZING THE SPECIAL ASSESSMENT FOR THE REPAIR OF THE SEWER SERVICE LINE AT 2960 ZARTHAN AVENUE SOUTH, ST LOUIS PARK, MN P.I.D. 09-117-21-34-0188 WHEREAS, the Property Owners at 2960 Zarthan Avenue South, have petitioned the City of St. Louis Park to authorize a special assessment for the repair of the sewer service line for the single family residence located at 2960 Zarthan Avenue South; and WHEREAS, the Property Owners have agreed to waive the right to a public hearing, right of notice and right of appeal pursuant to Minnesota Statute, Chapter 429; and WHEREAS, the City Council of the City of St. Louis Park has received a report from the Utility Superintendent related to the repair of the sewer service line. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of St. Louis Park, Minnesota, that: 1. The petition from the Property Owners requesting the approval and special assessment for the sewer service line repair is hereby accepted. 2. The sewer service line repair that was done in conformance with the plans and specifications approved by the Public Works Department and Department of Inspections is hereby accepted. 3. The total cost for the repair of the sewer service line is accepted at $3,925.00. 4. The Property Owners have agreed to waive the right to a public hearing, notice and appeal from the special assessment; whether provided by Minnesota Statutes, Chapter 429, or by other statutes, or by ordinance, City Charter, the constitution, or common law. 5. The Property Owners have agreed to pay the City for the total cost of the above improvements through a special assessment over a ten (10) year period at the interest rate of 4.00%. 6. The Property Owners have executed an agreement with the City and all other documents necessary to implement the repair of the sewer service line and the special assessment of all costs associated therewith. Reviewed for Administration: Adopted by the City Council August 17, 2015 City Manager Mayor Attest: City Clerk Meeting: City Council Meeting Date: August 17, 2015 Consent Agenda Item: 4f EXECUTIVE SUMMARY TITLE: Retirement Recognition Resolution for Office Assistant Nancy Conery RECOMMENDED ACTION: Motion to Adopt Resolution to recognize Office Assistant Nancy Conery for her 37 years of service to the City of St. Louis Park. POLICY CONSIDERATION: None at this time. SUMMARY: City policy states that employees who retire or resign in good standing with over 20 years of service will be presented with a resolution from the Mayor, City Manager and City Council. This consent item will officially adopt the resolution that honors Nancy for her years of service. FINANCIAL OR BUDGET CONSIDERATION: Not applicable. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: Resolution Prepared by: Ali Timpone, HR Coordinator Reviewed by: Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 4f) Page 2 Title: Retirement Recognition Resolution for Office Assistant Nancy Conery RESOLUTION NO. 15-___ RESOLUTION OF THE CITY COUNCIL OF ST. LOUIS PARK, MINNESOTA, RECOGNIZING THE CONTRIBUTIONS OF AND EXPRESSING APPRECIATION TO OFFICE ASSISTANT NANCY CONERY WHEREAS, Nancy Conery began her employment with the City of St. Louis Park 37 years ago on February 13, 1978; and WHEREAS, Nancy progressed from her first role as Microfilm Clerk to Office Assistant; and WHEREAS, Nancy was instrumental in moving the city from paper to microfilm records beginning in 1978, then moved the city to its current digital imaging technology in 1995; and organized the first citywide records purge day; and WHEREAS, Nancy has been conscientious throughout her career in looking for improvements in processes, providing a high level of service to customers, recognizing others for their contributions and providing excellent customer service; and WHEREAS, Nancy has received many internal recognitions over the years for her assistance to other departments and her help in completing projects in a timely manner; and WHEREAS, Nancy will be leaving the City of St. Louis Park to devote time to her family, writing and traveling; NOW THEREFORE BE IT RESOLVED that the City Council of the City of St. Louis Park, Minnesota, by this resolution and public record, would like to thank Nancy Conery for her great contributions and 37 years of dedicated service to the City of St. Louis Park and wish her the best in her retirement. Reviewed for Administration: Adopted by the City Council August 17, 2015 City Manager Mayor Attest: City Clerk Meeting: City Council Meeting Date: August 17, 2015 Consent Agenda Item: 4g EXECUTIVE SUMMARY TITLE: Call for Public Hearing - Private Activity Rev. Bonds – Shoreham Apartments, LLC RECOMMENDED ACTION: Motion to Adopt Resolution calling for a public hearing on September 21, 2015 regarding the issuance of private activity revenue bonds for Shoreham Apartments, LLC. POLICY CONSIDERATION: • Is the City Council willing to conduct a public hearing on September 21, 2015 to consider the issuance of private activity revenue bonds for Shoreham Apartments, LLC in an aggregate principal amount not to exceed $40,000,000? • Is the City Council willing to authorize the publication of the public hearing? SUMMARY: Bader Development has requested private activity revenue bonds to assist with the financing of a major mixed-use-redevelopment called The Shoreham at the southwest corner of CSAH 25 and France Ave. This project meets the requirements for issuing private activity revenue bonds as it is located within the City, and meets one of the objectives of housing programs under IRS and MN State Statute requirements. Bader Development has also requested $1.2 million in Tax Increment Financing assistance from the City of St. Louis Park. More details on this project are included in a separate staff report to the EDA for the August 17, 2015 meeting. NEXT STEPS: Pending no objections by the City Council, Kennedy and Graven will submit the public notice to the required publications regarding the public hearing to be held at the City Council’s regularly scheduled meeting on September 21, 2015. Pending Council approval on September 21, 2015, the bonds will close within several weeks of Council approval. The bonds will be a sold by TCF Bank via a negotiated sale. FINANCIAL OR BUDGET CONSIDERATION: The City has no obligation to pay the debt service on these bonds. Per the City’s private activity revenue bond policy, Bader Development will pay an annual administration fee in the amount of 1/8th of 1% (.125%) of the outstanding principal of the bonds. This amounts to an estimated $550,000 to $750,000 over the 30 year life of the bonds, depending on the final dollar amount and structure of the bonds. The City uses this administration fee in the Housing Rehabilitation Fund. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: Resolution Prepared by: Steven Heintz, Finance Supervisor Reviewed by: Brian A. Swanson, Controller Greg Hunt, Economic Development Coordinator Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 4g) Page 2 Title: Call for Public Hearing - Private Activity Rev. Bonds – Shoreham Apartments, LLC RESOLUTION NO. 15-____ RESOLUTION CALLING A PUBLIC HEARING REGARDING A HOUSING DEVELOPMENT AND THE ISSUANCE OF REVENUE BONDS THEREUNDER AND PROVIDING PRELIMINARY APPROVAL TO THE ISSUANCE OF THE REVENUE BONDS BE IT RESOLVED by the City Council of the City of St. Louis Park, Minnesota (the “City”), as follows: Section 1. Recitals. 1.01. The City is a home rule city duly organized and existing under its Charter and the Constitution and laws of the State of Minnesota. 1.02. Pursuant to Minnesota Statutes, Chapter 462C, as amended (the “Act”), the City is authorized to issue revenue bonds to provide funds to finance multifamily rental housing developments located within the City. 1.03. Bader Development LLC, a Delaware limited liability company, and/or Shoreham Apartments LLC, a Minnesota limited liability company, and/or any affiliate thereof (the “Borrower”), has proposed that the City issue its revenue bonds in the approximate aggregate principal amount not to exceed $40,000,000, in one or more series, bearing interest at fixed and/or variable rates, to be offered publicly and/or privately placed (the “Bonds”). The proceeds of the Bonds are proposed to be loaned by the City to the Borrower to finance the acquisition, construction, and equipping of an approximately 148-unit multifamily rental housing development and functionally related facilities with approximately 202 parking spaces to be located at 3907 and 3915 Highway 7, 3031 Glenhurst Avenue, and 3914 and 3918 31st Street West in the City (the “Project”). The Borrower will apply the proceeds of the Bonds to the following purposes: (i) to finance the acquisition, construction and equipping of the Project; (ii) to fund of one or more reserve funds to secure the timely payment of the Bonds, if necessary; (iii) to pay the interest on the Bonds during the construction of the Project, if necessary; and (iv) to pay the costs of issuing the Bonds. 1.04. As a condition to the issuance of such revenue bonds, the City must adopt a housing program providing the information required by Section 462C.03, subdivision 1a of the Act (the “Housing Program”). The City Council must also grant preliminary approval to the issuance of revenue bonds to finance the multifamily rental housing development referred to in the Housing Program and authorize the submission of an application to the office of Minnesota Management & Budget for an allocation of bonding authority with respect to the Bonds to finance the Project. 1.05. Under Section 147(f) of the Internal Revenue Code of 1986, as amended (the “Code”), prior to the issuance of the Bonds the City Council must conduct a public hearing after one publication of notice in a newspaper circulating generally in the City at least fourteen (14) days before the hearing. Under Section 462C.04, subdivision 2 of the Act, a public hearing must be held on the housing program after one publication of notice in a newspaper circulating generally in the City at least fifteen (15) days before the hearing. City Council Meeting of August 17, 2015 (Item No. 4g) Page 3 Title: Call for Public Hearing - Private Activity Rev. Bonds – Shoreham Apartments, LLC 1.06. Under Section 146 of the Code, the Bonds must receive an allocation of the bonding authority of the State of Minnesota. An application for such an allocation must be made pursuant to the requirements of Minnesota Statutes, Chapter 474A, as amended (the “Allocation Act”). Section 2. Preliminary Findings. Based on representations made by the Borrower to the City to date, the City Council hereby makes the following preliminary findings, determinations, and declarations: (a) The Project consists of a multifamily rental housing development designed and intended to be used for rental occupancy. (b) The proceeds of the Bonds will be loaned to the Borrower and the proceeds of the loan will be applied to the following purposes: (i) the acquisition, construction, and equipping of the Project; (ii) the funding of one or more reserve funds to secure the timely payment of the Bonds, if necessary; (iii) the payment of interest on the Bonds during the construction of the Project, if necessary; and (iv) the payment of the costs of issuing the Bonds. The City will enter into one or more loan agreements (or other revenue agreements) with the Borrower requiring loan repayments from the Borrower in amounts sufficient to repay the loan when due and requiring the Borrower to pay all costs of maintaining and insuring the Project, including taxes thereon. (c) In preliminarily authorizing the issuance of the Bonds and the financing of the acquisition, construction, and equipping of the Project and related costs, the City’s purpose is to further the policies of the Act. (d) The Bonds will be limited obligations of the City payable solely from the revenues pledged to the payment thereof, and will not be a general or moral obligation of the City and will not be secured by or payable from revenues derived from any exercise of the taxing powers of the City. Section 4. Public Hearing. The City Council shall meet at 7:30 P.M. on Monday, September 21, 2015, to conduct a public hearing on the Housing Program, the Project, and the issuance of the Bonds by the City. Notice of such hearing (the “Public Notice”) will be published as required by Section 462C.04, subdivision 2 of the Act and Section 147(f) of the Code. The City Clerk of the City is hereby authorized and directed to publish the Public Notice, in substantially the form attached hereto as EXHIBIT A, in the Sun-Sailor, the official newspaper of and a newspaper of general circulation in the City, at least fifteen (15) days before the meeting of the City Council at which the public hearing will take place. At the public hearing reasonable opportunity will be provided for interested individuals to express their views, both orally and in writing, on the Project, the Housing Program, and the proposed issuance of the Bonds. Section 5. Housing Program. Bond Counsel, as described below, shall prepare and submit to the City a draft Housing Program to authorize the issuance by the City of up to $40,000,000 in revenue bonds in one or more series to finance the acquisition, construction, and equipping of the Project by the Borrower. The City is authorized and directed to submit the Housing Program to the Metropolitan Council for review and comment pursuant to Section 462C.04, subdivision 2 of the Act. City Council Meeting of August 17, 2015 (Item No. 4g) Page 4 Title: Call for Public Hearing - Private Activity Rev. Bonds – Shoreham Apartments, LLC Section 6. Submission of an Application for an Allocation of Bonding Authority. Under Section 146 of the Code, the Bonds must receive an allocation of the bonding authority of the State of Minnesota. The City Council hereby authorizes the submission of an application for allocation of bonding authority pursuant to Section 146 of the Code and the Allocation Act in accordance with the requirements of the Allocation Act. The Mayor of the City, the City Manager, the Controller of the City, and Kennedy & Graven, Chartered, acting as Bond Counsel to the City, shall take all actions, in cooperation with the Borrower, as are necessary to submit an application for an allocation of bonding authority to the office of Minnesota Management & Budget. Section 7. Preliminary Approval. The City Council hereby provides preliminary approval to the issuance of the Bonds in the approximate principal amount of $40,000,000 to finance all or a portion of the costs of the Project pursuant to the Housing Program of the City, subject to: (i) a public hearing as required by the Act and Section 147(f) of the Code; (ii) receipt of allocation of bonding authority from the office of Minnesota Management & Budget; (iii) final approval following the preparation of bond documents; and (iv) final determination by the City Council that the financing of the Project and the issuance of the Bonds are in the best interests of the City. Section 8. Reimbursement of Costs under the Code. 8.01. The United States Department of the Treasury has promulgated regulations governing the use of the proceeds of tax-exempt bonds, all or a portion of which are to be used to reimburse the City or the Borrower for project expenditures paid prior to the date of issuance of such bonds. Those regulations (Treasury Regulations, Section 1.150-2) (the “Regulations”) require that the City adopt a statement of official intent to reimburse an original expenditure not later than sixty (60) days after payment of the original expenditure. The Regulations also generally require that the bonds be issued and the reimbursement allocation made from the proceeds of the bonds occur within eighteen (18) months after the later of: (i) the date the expenditure is paid; or (ii) the date the project is placed in service or abandoned, but in no event more than three (3) years after the date the expenditure is paid. The Regulations generally permit reimbursement of capital expenditures and costs of issuance of the Bonds. 8.02. To the extent any portion of the proceeds of the Bonds will be applied to expenditures with respect to the Project, the City reasonably expects to reimburse the Borrower for the expenditures made for costs of the Project from the proceeds of the Bonds after the date of payment of all or a portion of such expenditures. All reimbursed expenditures shall be capital expenditures, costs of issuance of the Bonds, or other expenditures eligible for reimbursement under Section 1.150-2(d)(3) of the Regulations and also qualifying expenditures under the Act. Based on representations by the Borrower, other than (i) expenditures to be paid or reimbursed from sources other than the Bonds, (ii) expenditures permitted to be reimbursed under prior regulations pursuant to the transitional provision contained in Section 1.150- 2(j)(2)(i)(B) of the Regulations, (iii) expenditures constituting preliminary expenditures within the meaning of Section 1.150-2(f)(2) of the Regulations, or (iv) expenditures in a “de minimis” amount (as defined in Section 1.150-2(f)(1) of the Regulations), no expenditures with respect to the Project to be reimbursed with the proceeds of the Bonds have been made by the Borrower more than sixty (60) days before the date of adoption of this resolution of the City. City Council Meeting of August 17, 2015 (Item No. 4g) Page 5 Title: Call for Public Hearing - Private Activity Rev. Bonds – Shoreham Apartments, LLC 8.03. Based on representations by the Borrower, as of the date hereof, there are no funds of the Borrower reserved, allocated on a long term-basis or otherwise set aside (or reasonably expected to be reserved, allocated on a long-term basis or otherwise set aside) to provide permanent financing for the expenditures related to the Project to be financed from proceeds of the Bonds, other than pursuant to the issuance of the Bonds. This resolution, therefore, is determined to be consistent with the budgetary and financial circumstances of the Borrower as they exist or are reasonably foreseeable on the date hereof. Section 9. Costs. The Borrower will pay the administrative fees of the City and pay, or, upon demand, reimburse the City for payment of, any and all costs incurred by the City in connection with the Project and the issuance of the Bonds, whether or not the Bonds are issued. Section 10. Commitment Conditional. The adoption of this resolution does not constitute a guarantee or a firm commitment that the City will issue the Bonds as requested by the Borrower. If, as a result of information made available to or obtained by the City during its review of the Project, it appears that the Project or the issuance of Bonds to finance the costs thereof is not in the public interest or is inconsistent with the purposes of the Act, the City reserves the right to decline to give final approval to the issuance of the Bonds. The City also retains the right, in its sole discretion, to withdraw from participation and accordingly not issue the Bonds should the City Council, at any time prior to the issuance thereof, determine that it is in the best interests of the City not to issue the Bonds or should the parties to the transaction be unable to reach agreement as to the terms and conditions of any of the documents for the transaction. Section 11. Effective Date. This resolution shall be in full force and effect from and after its passage. Adopted by the City Council of the City of St. Louis Park, Minnesota, this 17th day of August, 2015. Reviewed for Administration: Adopted by the City Council August 17, 2015 City Manager Mayor Attest: City Clerk City Council Meeting of August 17, 2015 (Item No. 4g) Page 6 Title: Call for Public Hearing - Private Activity Rev. Bonds – Shoreham Apartments, LLC EXHIBIT A NOTICE OF PUBLIC HEARING CITY OF ST. LOUIS PARK, MINNESOTA NOTICE OF PUBLIC HEARING ON THE APPROVAL OF A HOUSING PROGRAM FOR A MULTIFAMILY HOUSING DEVELOPMENT AND THE ISSUANCE OF REVENUE BONDS UNDER MINNESOTA STATUTES, CHAPTER 462C, AS AMENDED NOTICE IS HEREBY GIVEN that the City Council of the City of St. Louis Park, Minnesota (the “City”) will hold a public hearing on Monday, September 21, 2015, at or after 7:30 p.m. at City Hall, 5005 Minnetonka Boulevard in the City, to consider a proposal that the City approve and authorize the issuance of its revenue bonds (the “Bonds”), in one or more series, bearing interest at fixed or variable rates, to be offered publicly and/or privately placed, pursuant to Minnesota Statutes, Chapter 462C, as amended (the “Act”), for the purposes of (i) financing the acquisition, construction, and equipping of an approximately 148-unit multifamily rental housing development and functionally related facilities with approximately 202 parking spaces to be located at 3907 and 3915 Highway 7, 3031 Glenhurst Avenue, and 3914 and 3918 31st Street West in the City (the “Project”); (ii) funding one or more reserve funds to secure the timely payment of the Bonds, if necessary; (iii) paying interest on the Bonds during the construction of the Project, if necessary; and (iv) paying the costs of issuing the Bonds. Bader Development LLC, a Delaware limited liability company, and/or Shoreham Apartments LLC, a Minnesota limited liability company, and/or any affiliate thereof (the “Borrower”), or an affiliated entity, will own the Project. The estimated aggregate principal amount of the proposed Bonds is $40,000,000. Following the public hearing, the City Council will consider a resolution approving a housing program prepared in accordance with the requirements of the Act and granting approval to the issuance of the Bonds. The Bonds will be special, limited obligations of the City, and the Bonds and interest thereon will be payable solely from the revenues and assets pledged to the payment thereof. No holder of any Bond will have the right to compel any exercise of the taxing power of the City to pay the Bonds or the interest thereon, nor to enforce payment against any property of the City except money payable by the Borrower to the City and pledged to the payment of the Bonds. Before issuing the Bonds, the City will enter into an agreement with the Borrower, whereby the Borrower will be obligated to make payments at least sufficient at all times to pay the principal of and interest on the Bonds when due. At the time and place fixed for the public hearing, the City Council will give all persons who appear at the hearing an opportunity to express their views with respect to the proposal. In addition, interested persons may direct any questions or file written comments respecting the proposal with the City Clerk, at or prior to said public hearing. City Council Meeting of August 17, 2015 (Item No. 4g) Page 7 Title: Call for Public Hearing - Private Activity Rev. Bonds – Shoreham Apartments, LLC Dated: [Date of Publication] BY ORDER OF THE CITY COUNCIL OF THE CITY OF ST. LOUIS PARK, MINNESOTA /s/ Melissa Kennedy City Clerk City of St. Louis Park, Minnesota Meeting: City Council Meeting Date: August 17, 2015 Public Hearing Agenda Item: 6a EXECUTIVE SUMMARY TITLE: Central Florida Restaurants, Inc. dba T.G.I. Fridays - On-Sale Intoxicating and On- Sale Sunday Liquor License RECOMMENDED ACTION: Mayor to open public hearing, take public testimony, and close public hearing. Motion to approve application from Central Florida Restaurants, Inc. dba T.G.I. Fridays for an On-Sale Intoxicating and On-Sale Sunday Liquor License for the premises located at 5875 Wayzata Blvd. with a license term through March 1, 2016. POLICY CONSIDERATION: Does the Council wish to approve the liquor license for Central Florida Restaurants, Inc.? SUMMARY: The City received an application from Central Florida Restaurants, Inc. dba T.G.I. Fridays, for an On-Sale Intoxicating and On-Sale Sunday Liquor license for the premises located at 5875 Wayzata Blvd. Current City Code regulations require a public hearing to consider the issuance of a liquor license for a different licensee at the same premises. The existing establishment will continue to operate as T.G.I. Fridays under the new ownership group, Central Florida Restaurants, Inc. All T.G.I. Fridays restaurants in the State will undergo the same change in ownership. The Police Department conducted a full background investigation, and nothing was discovered during the course of the investigation that would warrant denial of the license. The application and police report are on file in the City Clerk’s office, should Council members wish to review the information. The required notice of the public hearing was published August 6, 2015. Should Council approve the liquor license, no actual license will be issued until all requirements have been met with the City Inspections Department, Hennepin County, and the State Alcohol and Gambling Enforcement Division. FINANCIAL OR BUDGET CONSIDERATION: Fees for this applicant include $500 for the police background investigation and $8,950 for the On-Sale Intoxicating and On-Sale Sunday annual license fee. Pursuant to City Code provisions, the license fee will be pro-rated for the remainder of the license period. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: None. Prepared by: Melissa Kennedy, City Clerk Reviewed by: Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager Meeting: City Council Meeting Date: August 17, 2015 Public Hearing Agenda Item: 6b EXECUTIVE SUMMARY TITLE: MLCV STLP, LLC dba DoubleTree Minneapolis Park Place - On-Sale Intoxicating and On-Sale Sunday Liquor License RECOMMENDED ACTION: Mayor to open public hearing, take public testimony, and close public hearing. Motion to approve application from MLCV STLP, LLC dba DoubleTree Minneapolis Park Place for an On-Sale Intoxicating and On-Sale Sunday Liquor License for the premises located at 1500 Park Place Blvd. with a license term through March 1, 2016. POLICY CONSIDERATION: Does the Council wish to approve the liquor license for MLCV STLP, LLC? SUMMARY: The City received an application from MLCV STLP, LLC for an On-Sale Intoxicating and On-Sale Sunday Liquor license for the DoubleTree Minneapolis Park Place Hotel currently located at 1500 Park Place Blvd. The DoubleTree Hotel has been operating at this site, under various ownership groups, since 1997. The DoubleTree Minneapolis Park Place is in the process of being sold to a new ownership group, MLCV STLP, LLC. Current City Code regulations require a public hearing to consider the issuance of a liquor license for a different licensee at the same premises. The establishment’s name and general manager will remain the same. The Police Department conducted a full background investigation, and nothing was discovered during the course of the investigation that would warrant denial of the license. The application and police report are on file in the City Clerk’s office, should Council members wish to review the information. The required notice of the public hearing was published August 6, 2015. Should Council approve the liquor license, no actual license will be issued until all requirements have been met with the City Inspections Department, Hennepin County, and the State Alcohol and Gambling Enforcement Division. FINANCIAL OR BUDGET CONSIDERATION: Fees for this applicant include $500 for the police background investigation and $8,950 for the On-Sale Intoxicating and On-Sale Sunday annual license fee. Pursuant to City Code provisions, the license fee has been pro-rated for the remainder of the license period. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: None Prepared by: Melissa Kennedy, City Clerk Reviewed by: Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening ,City Manager Meeting: City Council Meeting Date: August 17, 2015 Public Hearing Agenda Item: 6c EXECUTIVE SUMMARY TITLE: Public Hearing and Establishment of The Shoreham Tax Increment Financing District RECOMMENDED ACTION: Mayor to open public hearing, take public testimony, and close public hearing. Motion to Adopt Resolution approving the establishment of The Shoreham Tax Increment Financing District within Redevelopment Project No. 1 (a redevelopment district). (The EDA will have considered the above action earlier in the evening.) POLICY CONSIDERATION: Does the City Council support the establishment of The Shoreham Tax Increment Financing District to facilitate the construction of a mixed use redevelopment at the SW corner of CSAH 25 and France Ave? SUMMARY: Bader Development’s application for Tax Increment Financing (TIF) assistance in connection with its proposed Shoreham redevelopment at the SW corner of CSAH 25 and France Ave was reviewed at the June 1st Study Session where it received consensus support. Constructing The Shoreham project is not financially feasible without TIF assistance. At its June 15th meeting, the City Council set a public hearing date of August 17th for consideration of the proposed Shoreham Redevelopment TIF District. It is now time to take the final step in the TIF process which is to formally authorize the creation of the TIF district. Such authorization enables the EDA to designate tax increment generated from the completed Shoreham development as partial reimbursement to Bader Development for certain qualified costs incurred in connection with the construction of the project so as to make it financially feasible. FINANCIAL OR BUDGET CONSIDERATION: Authorizing the establishment of The Shoreham TIF District does not, in itself, commit the City to any specific level of financial assistance for the proposed project. Procedurally, it simply creates the funding vehicle to reimburse the Redeveloper for a portion of its qualified project costs. The terms and amount of TIF assistance are specified within the staff report pertaining to the Redevelopment Contract with The Shoreham Apartments, LLC which is also scheduled for consideration August 17th. VISION CONSIDERATION: St. Louis Park is committed to providing a well-maintained and diverse housing stock. SUPPORTING DOCUMENTS: Discussion Resolution Overview and TIF Plan (see EDA staff report) Prepared by: Greg Hunt, Economic Development Coordinator Reviewed by: Michele Schnitker, Housing Supervisor Kevin Locke, Community Development Director Approved by: Tom Harmening, EDA Executive Director and City Manager City Council Meeting of August 17, 2015 (Item No. 6c) Page 2 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District DISCUSSION BACKGROUND: Bader Development (“Redeveloper”) has option agreements to acquire five properties at the SW corner of CSAH 25 and France Ave. These include two commercial properties located at 3907 & 3915 Highway 7, (the ASAP building and Battlefield Store respectively), two single-family homes located at 3031 Glenhurst Ave. and 3914 31st St. and a townhome duplex located at 3918 31st St. The land assemblage creates a 2.23-acre redevelopment site. The Redeveloper proposes to raze the current commercial buildings and residences, remove the contaminated fill material and soils impacting the site, and construct a mixed-use development called The Shoreham. The proposed multi-story building would consist of 148 residential units (of which 20% would be designated for households earning 50% of area median income) and 20,000 square feet of office space (split between Bader Development/Steven Scott Management and a medical office tenant). Also included would be structured underground and surface parking. Request for Tax Increment Assistance Bader Development submitted an application to the EDA for tax increment finance assistance to offset a portion of the $7.8 million of extraordinary costs associated with redeveloping the subject site. Bader Development’s preliminary sources and uses statements, cash flow projections, and investor rate of return (ROR) related to The Shoreham project were reviewed by Staff and Ehlers (the EDA’s financial consultant). The estimates were found to be reasonable and within industry standards for this type of redevelopment. It was also concluded, given the extraordinary costs noted above, that without public financial assistance the project would not generate enough of a return on investment to attract the necessary equity capital to achieve financing (see staff report on Redevelopment Contract with Shoreham Apartments). Upon analysis by Staff and Ehlers, and discussion with Bader Development, it was initially determined that between $1,700,000 and $3,050,000 in tax increment assistance would be necessary (depending if any grants were awarded) to allow the project to achieve a standard return. The EDA/City Council reviewed Bader Development’s TIF Application at the June 1st Special Study Session. Following discussion there was consensus support to favorably consider reimbursing the Redeveloper for qualified costs incurred in connection with the construction of the project up to $3,050,000 in tax increment generated by the project minus any grant awards The EDA has subsequently been informed that the project has been awarded four grants from DEED, the Metropolitan Council and Hennepin County which total $1,849,075. Given these grant awards and further review of the Redeveloper’s most recent financial proforma, the amount of tax increment necessary to make the project financially feasible has been reduced to $1.2 million. Reimbursing the Redeveloper for certain extraordinary costs makes it possible to construct a high quality project consistent with Livable Communities design principles and other objectives listed in the City’s Comprehensive Plan. The proposed amount of assistance is consistent with other similar mixed-use developments the EDA has facilitated in the past. Upon project completion, verification of qualified costs, and issuance of the TIF Note, tax increment generated from the increased value of the property would be disbursed to Bader City Council Meeting of August 17, 2015 (Item No. 6c) Page 3 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District Development on a "pay-as-you-go" basis. This means the Redeveloper must first incur the construction costs with its own funds. The increased property taxes generated from the completed project and paid by the Redeveloper (called “tax increment”) is then used to reimburse the Redeveloper for the above extraordinary costs it incurred during construction of the project. This is the preferred financing method under the City's TIF Policy. The Shoreham project met the requirements of a Redevelopment TIF District (25 year TIF District). Under this type of TIF district, the proposed project would generate the proposed $1.2 million in tax increment in approximately 4 years. TIF District Approvals As noted above, the EDA/City Council reviewed Bader Development’s TIF Application for the proposed Shoreham project at the June 1st Special Study Session. Following discussion there was consensus support for favorably considering the project and the Redeveloper’s request for financial assistance. As a result, Staff was directed to call for a public hearing on the proposed TIF District and to begin drafting a formal redevelopment contract with Bader Development. At its June 15th meeting, the City Council set a public hearing date of August 17th for consideration of the proposed The Shoreham Redevelopment TIF District. The Planning Commission reviewed The Shoreham Tax Increment Financing Plan on July 15th, as required by the TIF Act, and determined it was in conformance with the City’s Comprehensive Plan. A report on the potential business terms that would serve as the basis for a redevelopment contract with Bader Development was submitted at the July 27th Study Session. Synopsis of the Proposed TIF District The subject site is located within the boundaries of the City’s Redevelopment Project Area which is the portion of the city where the EDA may statutorily establish TIF districts. Inclusion of the proposed project within a designated Redevelopment Project Area allows the EDA/City Council to establish a TIF district so as to enable the EDA to provide the proposed financial assistance to The Shoreham project. As shown in the attached TIF District maps, the proposed Shoreham TIF District consists of five parcels: 3907 Highway 7, 3915 Highway 7, 3031 Glenhurst Ave. 3914 31st St. and 3918 31st St. Together, these parcels equal approximately 2.2 acres. Attached is an Overview which summarizes the basic elements of the proposed TIF District. Details of the proposed TIF District may be found in the attached The Shoreham TIF District Plan. Both the Overview and TIF Plan were prepared by the EDA’s TIF consultant, Ehlers. In a general sense, TIF plans may be viewed as enabling legislation. They establish the proposed TIF district’s classification, geographic boundaries, maximum duration, maximum budget authority for tax increment revenues and expenditures, fiscal disparities election as well as estimated impact on various taxing jurisdictions along with findings which statutorily qualify the district. The specific mutual obligations between the EDA and the Developer as well as the precise terms of the financial assistance are contained in the separate Contract for Private Redevelopment between the parties (also to be considered August 17th). Both the TIF Plan and the Redevelopment Contract need to be approved in order for economic development or redevelopment projects involving tax increment to proceed. Duration of the Proposed TIF District Under the TIF Act, the duration of redevelopment districts is up to 25 years after receipt of the first increment by the City (a total of 26 years of tax increment). The date of receipt by the City City Council Meeting of August 17, 2015 (Item No. 6c) Page 4 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District of the first tax increment is expected to be 2017. Thus, the full term of the district is estimated to terminate in 2043. The EDA and City have the right to decertify the District prior to the legally required date. As previously indicated, the City’s expressed obligations to the Developer will likely be satisfied in approximately 4 years. Once those obligations are satisfied, the City may terminate the district. TIF District Budget It should be noted that the financing uses and project costs reflected within the Uses of Funds (Section 2-10) of the attached TIF Plan is a not-to-exceed budget and not the actual expected project budget. Fiscal Disparities Election within the Proposed TIF District The proposed development will contain commercial property therefore the proposed TIF District is subject to the fiscal disparities calculation. Consistent with the city’s TIF Policy and past practice, The Shoreham TIF District will contribute to fiscal disparities (as opposed to the tax base of the City making the contribution). Qualifications of the Proposed TIF District In order to determine if the subject site qualified as a Redevelopment District under Minnesota Statutes, Section 469.174, Subdivision 10, consulting firm LHB was retained to conduct a TIF district feasibility analysis. After inspecting and evaluating the subject properties and applying current statutory criteria, LHB concluded in its report (Report of Inspection Procedures and Results for Determining Qualifications Of A Tax Increment Financing District As A Redevelopment District: [Encore} Redevelopment District, St. Louis Park, MN dated May 19, 2015) that the proposed project site qualifies as a Redevelopment District based on the following findings: • The proposed TIF District has a coverage calculation of 100 percent which is above the 70 percent requirement. • 60 percent of the buildings are structurally substandard which is above the 50 percent requirement. • The substandard buildings are reasonably distributed. Thus the proposed TIF District met both the “Coverage Test” and the “Condition of Buildings Test” and thereby qualified under Minnesota Statutes Section 479.174, Subdivision 10 as a redevelopment TIF district. Other findings for the qualification of the proposed TIF District are contained in Appendix G of the attached TIF Plan. City Council Meeting of August 17, 2015 (Item No. 6c) Page 5 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District CITY OF ST. LOUIS PARK HENNEPIN COUNTY STATE OF MINNESOTA RESOLUTION NO. 15-____ RESOLUTION ADOPTING A MODIFICATION TO THE REDEVELOPMENT PLAN FOR REDEVELOPMENT PROJECT NO. 1; AND ESTABLISHING THE SHOREHAM TAX INCREMENT FINANCING DISTRICT THEREIN AND ADOPTING A TAX INCREMENT FINANCING PLAN THEREFOR. BE IT RESOLVED by the City Council (the "Council") of the City of St. Louis Park, Minnesota (the "City"), as follows: Section 1. Recitals 1.01. The Board of Commissioners of the St. Louis Park Economic Development Authority (the "EDA") has heretofore established Redevelopment Project No. 1 and adopted the Redevelopment Plan therefor. It has been proposed by the EDA and the City that the City adopt a Modification to the Redevelopment Plan for Redevelopment Project No. 1 (the "Redevelopment Plan Modification") and establish the Shoreham Tax Increment Financing District (the "District") therein and adopt a Tax Increment Financing Plan (the "TIF Plan") therefor (the Redevelopment Plan Modification and the TIF Plan are referred to collectively herein as the "Plans"); all pursuant to and in conformity with applicable law, including Minnesota Statutes, Sections 469.090 to 469.1082 and Sections 469.174 to 469.1794, all inclusive, as amended, (the "Act") all as reflected in the Plans, and presented for the Council's consideration. 1.02. The EDA and City have investigated the facts relating to the Plans and have caused the Plans to be prepared. 1.03. The EDA and City have performed all actions required by law to be performed prior to the establishment of the District and the adoption and approval of the proposed Plans, including, but not limited to, notification of Hennepin County and Independent School District No. 283 having taxing jurisdiction over the property to be included in the District, a review of and written comment on the Plans by the City Planning Commission, approval of the Plans by the EDA on August 17, 2015, and the holding of a public hearing upon published notice as required by law. 1.04. Certain written reports (the ''Reports") relating to the Plans and to the activities contemplated therein have heretofore been prepared by staff and consultants and submitted to the Council and/or made a part of the City files and proceedings on the Plans. The Reports, including the redevelopment qualifications reports and planning documents, include data, information and/or substantiation constituting or relating to the basis for the other findings and determinations made in this resolution. The Council hereby confirms, ratifies and adopts the Reports, which are hereby incorporated into and made as fully a part of this resolution to the same extent as if set forth in full herein. 1.05 The City is not modifying the boundaries of Redevelopment Project No. 1, but is, however, modifying the Redevelopment Plan therefor. Section 2. Findings for the Adoption and Approval of the Redevelopment Plan Modification. City Council Meeting of August 17, 2015 (Item No. 6c) Page 6 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District 2.01. The Council approves the Redevelopment Plan Modification, and specifically finds that: (a) the land within the Project area would not be available for redevelopment without the financial aid to be sought under this Redevelopment Plan; (b) the Redevelopment Plan, as modified, will afford maximum opportunity, consistent with the needs of the City as a whole, for the development of the Project by private enterprise; and (c) the Redevelopment Plan, as modified, conforms to the general plan for the development of the City as a whole. Section 3. Findings for the Establishment of the Shoreham Tax Increment Financing District 3.01. The Council hereby finds that the District is in the public interest and is a "redevelopment district" under Minnesota Statutes, Section 469.174, Subd. 10 of the Act. 3.02. The Council further finds that the proposed redevelopment would not occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the Tax Increment Financing Plan; that the Plans conform to the general plan for the development or redevelopment of the City as a whole; and that the Plans will afford maximum opportunity, consistent with the sound needs of the City as a whole, for the development or redevelopment of the District by private enterprise. 3.03. The Council further finds, declares and determines that the City made the above findings stated in this Section and has set forth the reasons and supporting facts for each finding in writing, attached hereto as Exhibit A. 3.04. The St. Louis Park Economic Development Authority elects to calculate fiscal disparities for the District in accordance with Minnesota Statutes, Section 469.177, Subd. 3, clause b, which means the fiscal disparities contribution will be taken from inside the District. Section 4. Public Purpose 4.01. The adoption of the Plans conforms in all respects to the requirements of the Act and will help fulfill a need to develop an area of the City which is already built up, and will help in the preservation and enhancement of the tax base of the City and the State and promote the construction of high quality housing and commercial space, thereby serving a public purpose. For the reasons described in Exhibit A, the City believes these benefits directly derive from the tax increment assistance provided under the TIF Plan. A private developer will receive only the assistance needed to make this development financially feasible. As such, any private benefits received by a developer are incidental and do not outweigh the primary public benefits. Section 5. Approval and Adoption of the Plans 5.01. The Plans, as presented to the Council on this date, including without limitation the findings and statements of objectives contained therein, are hereby approved, ratified, established, and adopted and shall be placed on file in the office of the Economic Development Coordinator. 5.02. The staff of the City, the City's advisors and legal counsel are authorized and directed to proceed with the implementation of the Plans and to negotiate, draft, prepare and City Council Meeting of August 17, 2015 (Item No. 6c) Page 7 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District present to this Council for its consideration any further plans, resolutions, documents and contracts necessary for this purpose. 5.03 The Hennepin County Resident and Real Estate Services Director is requested to certify the original net tax capacity of the District, as described in the Plans, and to certify in each year thereafter the amount by which the original net tax capacity has increased or decreased; and the EDA is authorized and directed to transmit this request to the County Auditor in such form and content as the Auditor may specify, together with a list of all properties within the District for which building permits have been issued during the 18 months immediately preceding the adoption of this resolution. 5.04. The Economic Development Coordinator is further authorized and directed to file a copy of the Plans with the Commissioner of the Minnesota Department of Revenue and the Office of the State Auditor pursuant to Section 469.175, Subd. 4a of the Act. Reviewed for Administration Adopted by the City Council August 17, 2015 City Manager Mayor Attest: City Clerk City Council Meeting of August 17, 2015 (Item No. 6c) Page 8 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District EXHIBIT A RESOLUTION NO. 15-____ The reasons and facts supporting the findings for the adoption of the Tax Increment Financing Plan (“TIF Plan”) for the Shoreham Tax Increment Financing District (“District”), as required pursuant to Minnesota Statutes, Section 469.175, Subdivision 3 are as follows: 1. Finding that the District is a redevelopment district as defined in Minnesota Statutes, Section 469.174, Subd. 10. The District consists of five parcels, with plans to redevelop the area for rental housing. At least 70 percent of the area of the parcels in the District is occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures and more than 50 percent of the buildings in the District, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance. (See Appendix F of the TIF Plan.) 2. Finding that the proposed development, in the opinion of the City Council, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIF Plan. The proposed development, in the opinion of the City, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future: This finding is supported by the fact that the redevelopment proposed in the TIF Plan, which meets the City's objectives for redevelopment, requires a significant investment by the developer. Due to the inclusion of affordable housing units and the high cost of redevelopment on the parcels currently occupied by substandard buildings and costs associated with their removal, environmental remediation, site improvements and utility relocation, and the cost of financing the proposed improvements, this project is feasible only through assistance, in part, from tax increment financing. The developer was asked for and provided a letter and a proforma as justification that the developer would not have gone forward without tax increment assistance. The increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIF Plan: This finding is justified on the grounds that the cost of demolition, soil remediation, site and public improvements and utilities result in a total redevelopment cost that is significantly higher than most developers are willing and able to finance independently. Historically, redevelopment of this type of property is infeasible without tax increment assistance. The City reasonably determines that no other redevelopment of similar scope is anticipated on this site without substantially similar assistance being provided to the development. Therefore, the City concludes as follows: City Council Meeting of August 17, 2015 (Item No. 6c) Page 9 Title: Public Hearing and Establishment of The Shoreham Tax Increment Financing District a. The City's estimate of the amount by which the market value of the entire District will increase without the use of tax increment financing is $0. b. If the proposed development occurs, the total increase in market value will be $32,620,000. c. The present value of tax increments from the District for the maximum duration of the district permitted by the TIF Plan is estimated to be $7,311,283. d. Even if some development other than the proposed development were to occur, the Council finds that no alternative would occur that would produce a market value increase greater than $22,829,517 (the amount in clause b less the amount in clause c) without tax increment assistance. 3. Finding that the TIF Plan for the District conforms to the general plan for the development or redevelopment of the municipality as a whole. The Planning Commission reviewed the TIF Plan and found that the TIF Plan conforms to the general development plan of the City. 4. Finding that the TIF Plan for the District will afford maximum opportunity, consistent with the sound needs of the City as a whole, for the development or redevelopment of Redevelopment Project No. 1 by private enterprise. The project to be assisted by the District will result in increased employment in the City and the State of Minnesota, the renovation and environmental remediation of substandard properties, and increased tax base of the State, and will add a high quality development to the City. In addition, through the implementation of the TIF Plan, there will be an increase in the availability of safe and decent life-cycle housing in the City. Meeting: City Council Meeting Date: August 17, 2015 Action Agenda Item: 8a EXECUTIVE SUMMARY TITLE: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages RECOMMENDED ACTION: Motion to approve the first reading of an ordinance amending St. Louis Park City Code Chapter 3 relating to alcoholic beverages and to schedule the second reading of the ordinance on September 8, 2015. POLICY CONSIDERATION: Does the Council wish to approve the first reading of the proposed ordinance and schedule the second reading on September 8, 2015? SUMMARY: At the July 13, 2015 study session staff provided the Council with an update regarding new liquor laws adopted during the 2015 legislative session. Following discussion by the Council, staff was directed to proceed with the following updates: - Allow holders of brewpub off-sale malt liquor licenses and brewer off-sale malt liquor licenses to sell malt liquor off-sale between the hours of 8:00 a.m. and 10:00 p.m. in 64 ounce containers (growlers). - Remove the hours of operation restrictions for the on-sale of malt liquor at brewer taprooms. This change would expand the hours of operation for the on-sale of malt liquor to match what is currently allowed by state law. City staff also identified several other “housekeeping” updates that were incorporated into the proposed ordinance following discussion with the City Attorney’s office. The following updates are also proposed at this time: - Allow the City the ability to issue a microdistillery cocktail room license to the holder of a microdistillery license. The license would authorize the on-sale of distilled spirits produced by the distiller for consumption on the premises of or adjacent to one distillery location owned by the distiller. State laws that apply to a retail liquor license, including laws governing hours and days of sale, apply to microdistillery cocktail room licenses. - Allow the City the ability to issue a microdistillery off-sale license to the holder of a microdistillery license. Off-sale hours and days of sale must conform to the hours of sale for retail off-sale licensees in the licensing municipality. - Remove language that exempts liquor license renewal applicants from paying a background investigation fee. FINANCIAL OR BUDGET CONSIDERATION: None at this time. VISION CONSIDERATION: Not applicable. SUPPORTING DOCUMENTS: Discussion Ordinance Minnesota Statute 340A.504 Prepared by: Melissa Kennedy, City Clerk Reviewed by: Nancy Deno, Deputy City Manager/HR Director Approved by: Tom Harmening, City Manager City Council Meeting of August 17, 2015 (Item No. 8a) Page 2 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages DISCUSSION BACKGROUND: At the July 13, 2015 Council study session, staff presented the details of the omnibus liquor bill and discussed the potential implications for current liquor license holders in St. Louis Park. One of the new liquor laws included in the bill allowed the sale of growlers on Sundays by licensed brewers. Another change permitted any on-sale intoxicating license holder, with a corresponding on-sale Sunday license, to begin their Sunday sales at 8:00 a.m. Growlers: With respect to the sale of growlers on Sundays by licensed brewers, the State did not set specific hours during which the off-sale of growlers is permitted. Because the St. Louis Park City Code directly references State law regarding the permitted hours and days of sale, an ordinance amendment is required to establish hours of operation for licensed brewers to sell growlers at off-sale on Sundays. Council directed staff to draft an ordinance amendment that would allow holders of brewpub off-sale malt liquor licenses and brewer off-sale malt liquor licenses to sell malt liquor off-sale between the hours of 8:00 a.m. and 10:00 p.m. in 64 ounce containers (growlers). Taprooms: The Council also discussed the established hours of operation for brewer taprooms. Current City Code regulations limit the hours of operation for the on-sale of malt liquor at a brewer taproom as follows: Monday - Thursday 3:00 p.m. – 8:00 p.m. Friday 3:00 p.m. – 10:00 p.m. Saturday 11:00 a.m. – 10:00 p.m. Sunday 11:00 a.m. – 8:00 p.m. Federally Recognized Holidays 11:00 a.m. – 10:00 p.m. Staff was directed to include an amendment that would remove the hours of operation restrictions for the on-sale of malt liquor at brewer taprooms and expand the hours of operation for the on-sale of malt liquor to match what is currently allowed by state law. Staff will review license fees for taprooms and possible adjustment to the City’s fee schedule at a later date. Other housekeeping: The additional amendments proposed by staff at this time were discussed with the City Attorney’s office and included in an effort to avoid bringing forward subsequent ordinance amendments for the same chapter of the City Code. The proposed amendments are thought to be “housekeeping” items that will keep our liquor ordinance in line with what is currently allowed under State law. Microdistilleries: Since the July 13th discussion with Council, staff has received numerous inquiries regarding cocktail room licenses and off-sale licenses for microdistilleries. Both types of licenses were also addressed in the omnibus liquor bill. Staff felt it would be prudent to add both to the list of licenses that could potentially be issued by the City to prepare for requests from current and future microdistilleries. Staff will research license fees and propose an amendment to the City’s fee schedule at a later date. Applicants for either a cocktail room or microdistillery off-sale license would be subject to compliance with applicable zoning laws and regulations, similar to all other liquor license applicants. Renewal of license to include fee covering background investigation: After further review of current ordinance provisions and liquor license renewal practices, staff also recommends the City Council Meeting of August 17, 2015 (Item No. 8a) Page 3 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages removal of language which exempts liquor license renewal applicants from paying a background investigation fee. St. Louis Park City Code Sec. 3-65 states that liquor license renewal applications are subject to a background investigation by the Police Department. Staff feels that applicants for the renewal of a liquor license should be subject to a background investigation by the Police Department to ensure that both the applicant and on-site manager have not had any violations during the previous year that would prohibit them from continuing to hold a liquor license. To that end, staff feels that the City would need to recover the costs associated with such investigations. Removal of the language exempting renewal applicants from paying a background investigation fee is the first step in the process of establishing such a fee. A background investigation fee for liquor license renewal applications will be proposed on the 2016 fee schedule after additional research and internal discussion with the Police Department. NEXT STEPS: September 8, 2015 – Second Reading of Ordinance October- 2016 Fee schedule City Council Meeting of August 17, 2015 (Item No. 8a) Page 4 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages ORDINANCE NO.____-15 ORDINANCE AMENDING CHAPTER 3, SECTION 57 TO PERMIT HOLDERS OF BREWPUB AND BREWER OFF-SALE MALT LIQUOR LICENSES TO SELL GROWLERS ON SUNDAYS; ELIMINATE CERTAIN RESTRICTIONS ON HOURS OF OPERATION FOR ON-SALE OF MALT LIQUOR AT BREWER TAPROOMS; PROVIDE FOR MICRODISTILLERY COCKTAIL ROOM LICENSES AND MICRODISTILLERY OFF-SALE LICENSES; AND AMENDING CHAPTER 3 SECTION 59 TO SUBJECT LIQUOR LICENSE RENEWAL APPLICATIONS TO INVESTIGATION FEE THE CITY OF ST. LOUIS PARK DOES ORDAIN: SECTION 1. Chapter 3 is amended as follows: ARTICLE II. SALE, CONSUMPTION AND DISPLAY *** Sec. 3-57 Classifications *** (12) Brewpub off- sale malt liquor license. A brew pub off-sale malt liquor license may be issued, with the approval of the commissioner, to a brewer who holds an on-sale intoxicating liquor or 3.2 percent malt liquor license issued by the city for a restaurant operated in the place of manufacture, subject to the following conditions: a. The malt liquor sold off-sale must be produced and packaged on the licensed premises. b. Off-sale of malt liquor shall be limited to the legal hours for off-sale pursuant to section 3-105 except an establishment that holds a brewer off-sale malt liquor license may sell malt liquor off-sale between the hours of 8:00 a.m. and 10:00 p.m. on Sundays. The malt liquor shall be packaged in 64-ounce containers commonly known as growlers only. c. The malt liquor sold off-sale must be removed from the licensed premises before the applicable off-sale closing time pursuant to section 3-105. d. The malt liquor sold off-sale shall be packaged in 64-ounce containers commonly known as “growlers” or in 750 milliliter bottles and shall have the following requirements for packaging: (Ord. No. 2388-10, 8-13-10) 1) The containers shall bear a twist type closure, cork, stopper or plug. City Council Meeting of August 17, 2015 (Item No. 8a) Page 5 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages 2) At the time of sale, a paper or plastic adhesive band, strip or sleeve shall be applied to the container and extend over the top of the twist type closure, cork, stopper or plug forming a seal that must be broken upon opening of the container or bottle. 3) The adhesive band, strip or sleeve shall bear the name and address of the brewer/licensee selling the malt liquor. 4) The containers shall be identified as malt liquor, contain the name of the malt liquor, bear the name and address of the brewer/licensee selling the malt liquor, and the contents in the container packaged as required herein shall be considered intoxicating liquor unless the alcoholic content is labeled as otherwise in accordance with the provisions of Minnesota Rules, part 7515.1100. e. The retail sales for a brewer/licensee at on-sale or off-sale under this subsection may not exceed 3,500 barrels per year, provided that off-sales may not total more than 50 percent of the brewer/licensee's production or 500 barrels, whichever is less. f. A brewer operating a brewpub may hold or have an interest in other retail on-sale licenses, but may not have an ownership interest in whole or in part, or be an officer, director, agent or employee of, any other manufacturer, brewer, importer, or wholesaler or be an affiliate thereof, whether the affiliation is corporate or by management, direction or control. Notwithstanding this prohibition, a brewer licensed under this provision may be an affiliate or subsidiary company of a brewer licensed in Minnesota or elsewhere if that brewer's only manufacture of malt liquor is: 1) As a brewpub as defined herein and limited to the regulations of a brewpub by this chapter; 2) Manufactured in another state for consumption exclusively in a restaurant located in the place of manufacture or brewing; or 3) Manufactured in another state for consumption primarily in a restaurant located in or immediately adjacent to the place of manufacture, if the brewer was licensed subject to the regulations herein on January 1, 1995. *** (13) Brewer off-sale malt liquor license. A brewer who has a license from the Commissioner of Public Safety to brew 20,000 barrels of malt liquor per year may with the approval of the Commissioner of Public Safety be issued a license by the City for off-sale of malt liquor subject to the following conditions: a. The malt liquor sold off-sale must be produced and packaged on the licensed premises. City Council Meeting of August 17, 2015 (Item No. 8a) Page 6 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages b. Off-sale of malt liquor shall be limited to the legal hours for off-sale pursuant to section 3-105 except an establishment that holds a brewpub off-sale malt liquor license may sell malt liquor off-sale between the hours of 8:00 a.m. and 10:00 p.m. on Sundays. The malt liquor shall be packaged in 64-ounce containers commonly known as growlers only. c. The malt liquor sold off-sale shall be packaged in 64-ounce containers commonly known as “growlers” or in 750 milliliter bottles and shall have the following requirements for packaging: 1) The containers or bottles shall bear a twist type closure, cork, stopper or plug. 2) At the time of sale, a paper or plastic adhesive band, strip or sleeve shall be applied to the container or bottle and extend over the top of the twist type closure, cork, stopper or plug forming a seal that must be broken upon opening of the container or bottle. 3) The adhesive band, strip or sleeve shall bear the name and address of the brewer/licensee selling the malt liquor. 4) The containers or bottles shall be identified as malt liquor, contain the name of the malt liquor, bear the name and address of the brewer/licensee selling the malt liquor, and the contents in the container packaged as required herein shall be considered intoxicating liquor unless the alcoholic content is labeled as otherwise in accordance with the provisions of Minnesota Rules, part 7515.1100. *** (14) Brewer taproom license. A brewer who has a license from the Commissioner of Public Safety to brew up to 20,000 barrels of malt liquor per year may be issued a license by the City for on-sale of malt liquor subject to the following conditions: a. The malt liquor sold on sale for consumption must be produced by the brewer on the licensed premises b. No other beverages containing alcohol may be sold or consumed on the licensed premises c. A brewer may only have one taproom license. d. Hours of operation for on-sale of malt liquor at a brewer taproom shall be within the following hours: Monday - Thursday 3:00 p.m. – 8:00 p.m. Friday 3:00 p.m. – 10:00 p.m. Saturday 11:00 a.m. – 10:00 p.m. Sunday 11:00 a.m. – 8:00 p.m. Federally Recognized Holidays 11:00 a.m. – 10:00 p.m. City Council Meeting of August 17, 2015 (Item No. 8a) Page 7 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages d. A restaurant is not allowed at a brewery with a taproom license. *** (15) Microdistillery cocktail room license. A microdistillery cocktail room license may be issued to the holder of a microdistillery license issued under Minn. Stat. § 340A.22. A microdistillery cocktail room license authorizes the on-sale of distilled liquor produced by the distiller for consumption on the premises of or adjacent to one distillery location owned by the distiller. a. The city shall, within ten days of the issuance of a microdistillery cocktail room license inform the commissioner of public safety of the licensee’s name and address and trade name, and the effective date and expiration date of the license. The city shall also inform the commissioner of a license transfer, cancellation, suspension, or revocation during the license period. b. No single entity may hold both a microdistillery cocktail room and taproom license, and a cocktail room and taproom may not be co-located. *** (16) Microdistillery off-sale license. A microdistillery off-sale license may be issued to the holder of a microdistillery license issued under Minn. Stat. § 340A.22 subject to the following conditions: a. The license permits the sale of one 375 milliliter bottle per customer per day of product manufactured on site; b. Off-sale shall be limited to the legal hours for off-sale pursuant to section 3-105; and c. No brand may be sold at the microdistillery unless it is available for distribution to by wholesalers. *** Sec. 3-59. Retail license fees. (a) Annual fees. The annual fee for all licenses shall be set by the city council, by resolution, in amounts no greater than those set forth in M.S.A. Ch. 340A. (b) Prorated fees. If a license application under this division is made during the license year, the license shall be issued for the remainder of the year for a pro rata fee, with any unexpired fraction of a month being counted as one month. (c) Investigation fees. Investigation fees shall be determined by resolution of the city council. Investigation fees are nonrefundable. No investigation fee shall be charged for a renewal application. At any time that an additional investigation is required because of a change in the control of a corporate license, change in manager, change in location or enlargement of the premises, the licensee shall pay an additional investigation fee. Where a new application is filed as a result of incorporation or a change of name by an existing licensee and the ownership control and interest in the license are unchanged, no additional investigation fee will be required. (d) Payment. All fees required to be paid in connection with a license under this section shall be paid at the time of the filing of the license application. License and permit fees shall be paid into the general fund. City Council Meeting of August 17, 2015 (Item No. 8a) Page 8 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages SECTION 2. This Ordinance shall take effect fifteen days after its passage and publication. First Reading August 17, 2015 Second Reading September 8, 2015 Date of Publication September 17, 2015 Date Ordinance takes effect October 2, 2015 ADOPTED this 8th day of September, 2015 by the City Council of the City of St. Louis Park. Reviewed for Administration: ___________________________________ City Manager Adopted by the City Council _____________________________________ Mayor Attest: ___________________________________ City Clerk Approved as to form and execution: _____________________________________ City Attorney City Council Meeting of August 17, 2015 (Item No. 8a) Page 9 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages 340A.504 HOURS AND DAYS OF SALE. Subdivision 1.3.2 percent malt liquor. No sale of 3.2 percent malt liquor may be made between 2:00 a.m. and 8:00 a.m. on the days of Monday through Saturday, nor between 2:00 a.m. and 10:00 a.m. on Sunday. Subd. 2. Intoxicating liquor; on-sale. No sale of intoxicating liquor for consumption on the licensed premises may be made: (1) between 2:00 a.m. and 8:00 a.m. on the days of Monday through Saturday; (2) after 2:00 a.m. on Sundays, except as provided by subdivision 3. Subd. 2a. Certain dispensing exempt. Where a hotel possessing an on-sale intoxicating liquor license places containers of intoxicating liquor in cabinets in hotel rooms for the use of guests staying in those hotel rooms, and a charge is made for withdrawals from those cabinets, the dispensing of intoxicating liquor from those cabinets does not constitute a sale for purposes of subdivision 2. Subd. 3. Intoxicating liquor; Sunday sales; on-sale. (a) A restaurant, club, bowling center, or hotel with a seating capacity for at least 30 persons and which holds an on-sale intoxicating liquor license may sell intoxicating liquor for consumption on the premises in conjunction with the sale of food between the hours of 8:00 a.m. on Sundays and 2:00 a.m. on Mondays. (b) An establishment serving intoxicating liquor on Sundays must obtain a Sunday license. The license must be issued by the governing body of the municipality for a period of one year, and the fee for the license may not exceed $200. (c) A city may issue a Sunday intoxicating liquor license only if authorized to do so by the voters of the city voting on the question at a general or special election. A county may issue a Sunday intoxicating liquor license in a town only if authorized to do so by the voters of the town as provided in paragraph (d). A county may issue a Sunday intoxicating liquor license in unorganized territory only if authorized to do so by the voters of the election precinct that contains the licensed premises, voting on the question at a general or special election. (d) An election conducted in a town on the question of the issuance by the county of Sunday sales licenses to establishments located in the town must be held on the day of the annual election of town officers. (e) Voter approval is not required for licenses issued by the Metropolitan Airports Commission or common carrier licenses issued by the commissioner. Common carriers serving intoxicating liquor on Sunday must obtain a Sunday license from the commissioner at an annual fee of $75, plus $30 for each duplicate. Subd. 4. Intoxicating liquor; off-sale. No sale of intoxicating liquor may be made by an off-sale licensee: (1) on Sundays; City Council Meeting of August 17, 2015 (Item No. 8a) Page 10 Title: Ordinance Amending St. Louis Park City Code Chapter 3 – Alcoholic Beverages (2) before 8:00 a.m. or after 10:00 p.m. on Monday through Saturday; (3) on Thanksgiving Day; (4) on Christmas Day, December 25; or (5) after 8:00 p.m. on Christmas Eve, December 24. Subd. 5. Bottle clubs. No establishment licensed under section 340A.414, may permit a person to consume or display intoxicating liquor, and no person may consume or display intoxicating liquor between 1:00 a.m. and 12:00 noon on Sundays, and between 1:00 a.m. and 8:00 a.m. on Monday through Saturday. Subd. 6. Municipalities may limit hours. A municipality may further limit the hours of on and off sales of alcoholic beverages, provided that further restricted on-sale hours for intoxicating liquor must apply equally to on-sale hours of 3.2 percent malt liquor. A city may not permit the sale of alcoholic beverages during hours when the sale is prohibited by this section. Subd. 7. Sales after 1:00 a.m.; permit fee. (a) No licensee may sell intoxicating liquor or 3.2 percent malt liquor on-sale between the hours of 1:00 a.m. and 2:00 a.m. unless the licensee has obtained a permit from the commissioner. Application for the permit must be on a form the commissioner prescribes. Permits are effective for one year from date of issuance. For retailers of intoxicating liquor, the fee for the permit is based on the licensee's gross receipts from on-sales of alcoholic beverages in the 12 months prior to the month in which the permit is issued, and is at the following rates: (1) up to $100,000 in gross receipts, $300; (2) over $100,000 but not over $500,000 in gross receipts, $750; and (3) over $500,000 in gross receipts, $1,000. For a licensed retailer of intoxicating liquor who did not sell intoxicating liquor at on-sale for a full 12 months prior to the month in which the permit is issued, the fee is $200. For a retailer of 3.2 percent malt liquor, the fee is $200. (b) The commissioner shall deposit all permit fees received under this subdivision in the alcohol enforcement account in the special revenue fund. (c) Notwithstanding any law to the contrary, the commissioner of revenue may furnish to the commissioner the information necessary to administer and enforce this subdivision.