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HomeMy WebLinkAbout1994/10/03 - ADMIN - Agenda Packets - Economic Development Authority - RegularAGENDA ECONOMIC DEVELOPMENT AUTHORITY ST. LOUIS PARK, MINNESOTA October 3, 1994 6:45 p.m. 1. 2. Call to Order Roll Call ±? # es • Mp.G? Authority to convene in executive session to discuss matter of litigation~ p ·«sews CH 4%, 39 %-'fl sLaadscape/screening piantorsPs (° 6. Communications and Bills Cl,oW\ ~ ~ ~d. S - -@+- ('o ®: ® p o l,lr 7. "% • q fail p 3¢-0 {ert «,n R he »s s' me € obof y "i Rf#, o#co.,, 3. Approval of Minutes ) a. EDA meeting of September 12, 1994 4. Approval of Agenda a. EDA agenda for October 3, 1994 5. CONFID ENTIAL ME MORAN DUM ATT ORNE Y/CLIE NT PRIVILE GED TO: FR OM: DATE : SUB JE CT: Economi c Development Authority Charlie Meyer, Executive Director (41/)n September 30, 1994 Attached memorandum Attached is a confi dential memorandum from attorney Wayne Popham relative to the W ilkin s site. The Authority will convene in executive session (see agenda) at Monday night's meeting to discuss this item. Please note the meeting is beginnin g at 6:45 p.m. ) J I I TO: <> FROM: RE: Minneapolis, Minnesota 93402 (612) 333-4800 St. Louis Park Economic Development Authority Wayne Popham Bruce McLellan Legal Action Against Wilkins Pontiac, Inc. to Recover Property Tax Payments an d Environmental Cleanup Costs 11959-005 DATE: September 30, 1994 INTRODUCTION The EDA has incurred substantial costs regarding environmental contamination on land formerly occupied by Wilkins Pontiac, Inc., which was condemned in November 1987 as part of the Excelsior Boulevard Redevelopment Project. We have analyzed the EDA's rights regarding these expenses and believe the EDA has a cause of action under state and federal environmental laws by which it can recoup the costs of testing and remediation incurred at the Wilkins site. During Wilkins' tenancy after the November 1987 condemnation, Wilkins did not pay rcal estate taxes as required by the lease. The back taxes am ount to $36,460.23. Th is amount would be increased by prejudgment interest if we arc successful in litigation. CLAIMS I. Obligation for Taxes. Wilkins Pontiac, Inc. has an unresolved obligation to the EDA in the amount of $36,460.23. This amount represents real estate taxes paid by the EDA from 1989 through September, 1992 which were not reimbursed by Wilkins. The obligation arises from the November 17, 1987 lease and specifically, Section 4.02 and Section 4.05 which reads: 4.02 Additional Rent. For additional rent, the Lessee shall pay all costs and expenses of any nature of kind whatsoever attributable to the Leased Premises during the term of this Lease. These costs and expenses shall include, but are 001/18052979 9/30/94 0 9 /3 0 /9 4 12 :2 3 @ 002 not necessarily limited to, utilities, operating expenses and repairs and maintenance of the Leased Premiscs, real estate taxes and special assessments payable therewith during the term of this Lease and all insurance premiums related to the Lcased Premises. It is specifically contemplated and understood by the parties that by the terms of this Lease, the Lessor will not incur any financial responsibility relative to the Leased Premises during the term of this Lease for which it is not repaid or reimbursed by the Lessee. 4.05 Tax Escrow. Lcssec agrees to make monthly deposits with Lcssor a sum equal to one twelfth (1/12) of the yearly real estate taxes and special assessments payable therewith for the Leased Prcmises. If the Leased Premises constitute a portion of a larger tax parcel, taxes and special assessments shall be cquitably apportioned to the Leased Premises. This obligation came to the attention of the EDA as a result of the hearing in front of Judge Bowen. At this time, Wilkins raised the question as to whether the EDA had, in fact, paid taxes on the parcel. Davc Hagen, Community Development Director, in reviewing the tax account, identified the tax shortfall. Specifically, Mr. Hagen identified that for 1989 Wilkins owed $9,909.27; 1990 $7,879.62; 1991 $9,724.58; and 1992 $8,946.76. ) ) The clements of proof for this claim are relatively straight forward. The EDA would have to establish the validity of the lease and a representative, likely Mr. Uagcn, would need to testify as to the receipts and disbursements madc by the EDA. Wilkins might argue that the EDA has in some way waived its claim for this amount. This argument should fail as the lease clearly obliges Wilkins to the tax payments, thus creating the duty for him to be aware of any increases which would have made his monthly payments deficient. IL. Environmental Claims. Statutory causes of action against former land owners and tenants of the Wilkins site arc available to the EDA under both the federal Comprehensive Environmental Response, Compensation, and Liability Act of 1980 (CERCLA) and the Minnesota Environmental Response and Liability Act (MERL A). These statutory schemes provide causes of action whereby a damaged land owner such as the EDA can bring a civil action regarding environmental contamination upon land owned by the EDA. The best course of action would be to commence an action under MERLA. MERLA contains provisions which protect municipal landowners who have acquired land through condemnation from responsibility for cxisting environmental contamination. This protection under MERLA is not available under CERCLA. Also, MERLA provides for somewhat broader damages than CERCLA. Economic loss of various types may be sought under MERLA. From the EDA's point of view, this might include loss of use of the property due to dclay in development caused by the 00 1/18052979 9/3 0 /9 4 environm ental clean -up cfforts. Econom ic loss al so might include lost taxes and other revenues avai lable to th e E D A but for the contam ination. FORUM Th e sta te claim s under M ERL A may be as serted only in sta te court. I feel th e general opinion is that sta te courts generally are m ore friendly to plaintiffs. DAMAGES RECOVERABLE The ED A has spent approxim ately $145,000 -- $165,000 to date in testing and rem ediation at th e W ilkins site. U nder M ERL A all "response costs" ar c recoverable. R esponse costs include te sting, excavation, soil rem oval, an d all oth er form s of hazar dous waste rem ediation. Attorneys' fees and th e costs of litigation are al so recoverable under the state and federal sta tutory schem e for a successful plaintiff in an environm ental action. COSTS TO THE EDA O ) Th e E D A can approach th is action w ith little finan cial risk. The EDA w ould not need to initiate any discovery, an d w ould only be obligated to respond to W ilkins' disc overy. A ttorney's fees ar c recoverable by the ED A in a M ERL A claim . Th e fact that W ilki ns will have to pay both his ow n and the ED A 's attorneys' fees is a deterrent to an y significant discovery and w ill give the ED A strorg leverage in bringing about a favorable settlem ent w ithout tri al. It is very unlikely th at the ED A w ill not achieve a favorable settlem ent and equal ly unlikely th at th e m atter w ould proceed to tri al. In th e event the EDA was not successful in obtai ning a settlem ent, tr ied th e cas e and lost it, the attorney fecs could ran ge from a low of about $15 ,000 if the case w ere dism issed before trial to a range of $50,000 if the case were tri ed. A gai n, th is is an extrem ely unlikely outcom e since th e law is onc of strict liability. CHANCE OF SUCCESS Should the ED A decide to initiate the environmental litigation under consideration, we view th e chance of success to be excellent. Under M ER L A an environm ental plaintiff m ust prove th at a hazardous substance w as deposited upon the site, th ere was an im proper release of the hazardous substance, and the plai ntiff incurr ed response costs . Th e EDA should have no tr ouble proving these basic elem ents of its environm ental claim . The chances of success in such liti gation ar e greater th an norm al tort litigation since the standard of proof is es sentially strict li ability. In other w ords, all th e ED A needs to do is p rove th at som eone improperly dumped the hazardous material improperly on the site and liability is established. 001/1 8052979 9/30/94 0 9 /3 0 /9 4 12 :2 5 @ 004 DEFENDANT Th e m o st obvio u s defendant is W ilkins P onti ac, Inc., the m ost recent tenan t of the land. For the sake of sim plicity fror th e ED A 's point of vicw , w e recommend that th e ED A nam e only W ilki ns P ontiac, Inc. as a responsible party in th e law suit. It is not necessary from a p ro cedural stan dpoint for the ED A to nam e additional defendants . W ilkins m ay, how ev er, ch o ose to add additional resp onsible par ties. Al l form er te nants and lan dow ners co uld be broug h t in to the law suit by W ilkins. STATUTE OF LIMITATION The statute of lim ita tions under M E R L A is six years from th e date response costs are first in curr ed. In Oc tob er, 1993 w e advised th e E D A th at th e m ost prudent course w ould be to com m ence th e environme ntal litigation before th e sixth an niversary of th e N ovem ber, 1987 qu ick tak e. A t th at tim e w e w ere also considering bringing com mo n law claim s w here the six ycar sta tute of lim itatio ns is triggered by know ledge of the contam ination. Th ere w as som e evid ence of earlier kn o w ledge of contam ination on th e sitc . Th ere is, how ever, no dispute abo ut th e date the E D A star ted incurring costs . If w e assert only a claim under M E RL A no w , w e could com m ence the law suit at this tim e since th e E D A 's first on-site incurr ing of costs did not occu r un til 199 2, cc. C h arlie M eyer Dave Hagen Jim G rube ) ) 00 1/18052979 9/30/94 RE Q U ES T FO R ED A A C T IO N < ------------------------------------------ AGENDA SECTION: ° Report s DATE October 3, 1994 NO. ORIGINATING DE?ARTMENT: ITEM: NO. [APPROVED: P <lsior Boulevard street=scape f4y David Hagen BACKGROUND Attached is a hand cut that was provided to th e Excelsior Boulevard Task Force at its meeting on Septemb er 28th relating to phasing, implementation strategy and short term im plementation steps. Comm issioner Haun will give a status report as the Authority liaison to the task force. Following are the estimates of the costs of each cf the various streetscape phases: Phase 1 $1,386,459 (un der constru ction) Phase 2 estimate being prepared Phase 3 $1,148,712 ? Phases 4 & 5 $2,243,597 Total $4,778,768 5338:GEN49 PU8L IC WORKS APPROVAL OBTAINED FINANCE APPROVAL OBTAINED COMM APPROVAL OBTAINED APPROVAL OBTAINED Executive Director APPROVAL OBTAINED ACTION: MOTION BY 2ND BY TO a ·' Phase 1: 1994 - 1995 4 / /4 ? ,/' .·· Phase 2: 1995 Phase 3: 1997·· Phase 4: 1998 to 2000 Phase 5: 1998 to 2000 y . ½'-~ @ss ,, t' "-- 2 O Streetscape Phasing Excelsior Boulevard Streetscape St. Louis Park, Minn esota [IH I !a ! Ii] 0 I00 N O R T H .--yg @get j Er- E X C E L SIO R B O U L E V A RD : IM P L E M E N T A T IO N ST RA T E G Y CORRIDOR REDEVELOPMENT ORGANIZA TION & PROMOTION DESIGN & APPEA RAN CE PROJECT PHA SIN G FUNDING SHORT-TE RM 1. Refine building/site value assessment 1. Coordinate plan objectives with all pertinent 1. Adopt streetscape plan as an Phase One: . TIF i---) 0-1 1/2 years 2. Define potential redevelopment sites City departments, council, and committees amendment to the City's -Hwy. 100 to . Maintenance 3. Determine City's level of involvement in 2. Formulate architectural design and Comprehensive Plan Quentin Ave. Assessm ent redevelopment of specific sites redevelopment advisory group (ie. Excelsior 2 Create an overlay zoning -Park Center Blvd. • Arts Grants 4. Prepare market evaluation of sites Blvd. Redevelopment Partnership, staff) district for the Excelsior to Byerlys 5. Identify business retention issues and 3. Define mission Boulevard Area recruitment opportunities 4. Create subcommittees to address specific -Incorporate specific site and Phase Two: 6. Target and begin redevelopment with a projects architectural design standards -Park Center Blvd. • TIF key seed project Such as: into a zoning overlay district north to 36th Street 7. Hennepin County DOT-establish -Recruitment -Amend the Comprehensive -Monterrey Ave. timeline of planned improvements, -Design Review Plan and Zoning to coordinate design efforts -Corridor Logo and Joint Promotional Campaign incorporate design objectives 8. Place streetscape improvements in -Highway 100 Bridge Design and recommended land-use Capital Improvements Plan -Economic Development changes 9. Define special maintenance assessment -Business Recruitment 3. Establish site and architecture district -Maintenance Program design review procedures 10.Apply for arts grant -Funding 4. Design development of North I I .Establish tenant improvement incentives -Art work Park Center Blvd. and and low interest loan program for -Banners Monterrey streetscapes private building and site improvements -Special Events 5. Establish maintenance -Flower Plantings program 5. Establish design guideline enforcement strategy 6. Design Development of and monitoring for public and private Excelsior Blvd.: Monterrey improvements: to France Avenue -Architectural and Site Plan Review 7. Design development of 6. Implement simple, short term projects such as Excelsior Blvd.: banner designs or community art work -Monterrey to France Avenue ) MID - TERM 1. Prepare site specific development 1. Create corridor newsletter or column in local 1. Incorporate logo into Phase Three: . TIF 11/2- 5 years parameters for highest priority parcels paper streetscape elements, ie. -Excelsior Blvd. • Hennepin 2. Assemble parcels where possible 2. Advisory group recruitment banners -Monterrey Ave. to County 3. Solicit development proposals for 3. Leadership training 2. Establish specific time period France • IS TEA selected sites 4. Continue implementing short term community for businesses to comply with • Utility Funds 4. Select preferred developers for retail, projects parking lot buffering • Maintenance office, residential uses requirements Assessment 5. Form public/private partnerships with 3. Establish arts competition for @p= developers to develop selected sites sculpture and other art works 6. Establish business retention and within the corridor recruitment strategy 4. Begin working with MNDOT on the new bridge design at Hwy. 100 5. Design development of Excelsior Blvd- Quentin to Monterrey Avenues 6. Prepare east entry design and construction 7. Incorporate public artworks LO NG- TE RM 1. Continue redevelopment of selected sites l. Monitor progress and format l. Monitor progress Phase Four: • TIF 5- 10 years 2. Monitor Progress 2. Continue recruitment and training 2. Highway 100 bridge -Excelsior Blvd. • Hennepin 3. Recruit targeted businesses construction -Quentin Ave. to County Road Monterrey Ave. • Utility Funds • ISTEA • Maintenance Assessment Phase Five: • TIF -38th Street and Park Linka es 19 9 4 , 1995 1996 MASTERPLAN Defines: o Goals & Objectives o Vision o Design Framework o srcescape Paes ]]] o Architectural & Site Planning Guidelines o Implementation Strategy o Adopt Plan as Amendment to Comp. Plan o Create Overlay Zoning District ORGANIZATION ADVISORY GROUP: o Excelsior Blvd Redevelopment Partnership - Business Owners - Residents - Staff - EDA MISSION o Implement Plan o Advocates for the Corridor Sub com m itt ees PROMOTION: o Corridor Logo o Coordinated Promo Campaign o Special Events DESIGN & APPEARANCE o Establish Site & Architectural Design Review Process o Review Development Proposal o Design Development of Future Street scape phases DESIGN REVIEW COMMITTEE ) 4av o EDA o Planning Commission o Staff DESIGN REVIEW BOARD: o Site Planning Architectural Review o Enforce Guidelines o Advisory Group to EPA o Include: - Business Rep. - Architects - Landscape Architects o Business Recruitment o Economic Development o Funding o Maintenance DI] CORRIDOR REDEVELOPMENT o Determine City's Level of Involvement o Define Redevelopment Sites o Prepare Market Evaluation o Identify Business Retention Issues ' o Establish Tenant Improve- ment Incentives & Low Interest Loan Prograr Promo Campaign o Target a Seed Project O N -G O IN G RE D E V E L O PM E NT D SPECIAL SHORT TERM PROJECTS: o Banners o Flowers o Artwork o Hwy. 100 Bridge S hort Term Im p lem entation o Business Recruitment o Economic Development o Funding o Maintenance Excelsior Boulevard Streetscape St. Louis Park. Minnesota [Hi] R E Q U E S T F O R E D A A C T IO N / /"""\) AGENDA SECTION: DATE October 3, 1994 NO. 5 Reports ORIGINATING DEPARTMENT: ITEM: NO. 5b SPS Landscaping Plan APPROVED: David Hagen BACKGROUND At the last City Council meeting, there was some discussion as to whether this matter should be referred to the EDA. Since that meeting, Suburban Plumbing has indicated some reluctance to cooperate with the City/EDA in the construction of an 8 foot high fence to screen the entire outside storage even it were paid for by others. An alternative to the screening plans described in the staff report would be to add shrubs or ornamental trees between Highway 7 and the frontage road. Attached is the memo that was prepared for the Council for that meeting in the event the EDA chooses to discuss this matter at the EDA meeting. } ) 5339:GEN49 P U B L IC W O R K S FINANCE COMM Executive Director APPROVAL APPROVAL APPROVAL APPROVAL APPROVAL "AINED OBTAINED OBTAINED OBTAINED OBTAINED I J) ) ACTION: MOTION BY 2ND BY TO 9/22/94 LAND SCAPE SCRE ENING ALTERNATIVE S AND COST ESTIMA TES - SPS PROJECT ARE A A Move 2 Norway maples; plant 3 blue spruce ARE A B Install 3-4' berm; plant hedge on east half ARE A C Plant 1 blue spruce SUBTOTAL $ 900 - 1,000 $4,000 - 4,500 S250 - 300 $5,150 - 5,800 FENCE ALTERN ATIVE AD D-ONS (green-treated, 100% opaque) Install 4' fence on top of berm in Area B $5,300 - 6,000 Install 8' fence in Area C $2,500 - 3,000 Install 8' fence to replace chain link in Areas A, Band C (in lieu of 4' in Area B and 8' in Area C) Install 4' fence in Area D $15,000 -18,000 $ 2,100 - 2,400 5314:GEN49 REQUEST FOR COUNCIL ACTION DATE September 26, 1994 AGENDA SECTION: Resolutions NO. 8 ORIGINATING DEPARTMENT: Comm unity Development ITEM: Modification of Variances NO. for Apex Addition-6363 Hwy. 7 APPROVED: bf!avid Hagen, Director BACKGROUND At the September 12 Council meeting action on a resolution that would have modified the variances granted for the existing building on the land platted as Apex Addition was deferred to this meeting to give staff an opportunity to research minutes relating to landscape screening requirements. On Septemb er 13, 1993 the EDA approved constru ction plans for the Suburban Plumb ing redevelopment project including the landscaping and grading concept plan and authorized staff to review and approve the final landscaping and grading detail. Wh ile EDA minutes contain no expressions of concern relating to screening of outside storage, staff ackn owledges that such concern was expressed. APPROVE D LAN DSCAPING PLAN S ) Attached is a copy of the final landscaping and grading plan that was approved. A sight line drawing from Highway 7 showing the line of sight to the outside storage area from vehicles passing by is being prepared and will be available at the meeting. The outside storage is clearly visible from a significant stretch of Highway 7 to the traveling public. AN ALYSIS, ALTERNATIVES AND COST ESTIMA TES Screening for the outside storage, overhead doors, and truck unloading areas can be broken down into four geographical areas as identified on the attached approved landscaping plan. Area A is visible from westbound Highway 7 and is currently planted with a row of Norw ay maple trees. This area could be improved by moving two of these trees to a green space on the north side of the adjacent drive aisle and planting three blue spru ce in this area at a cost of $900 to $1,000. PUBLIC WORKS [FINANCE COMMUNITY DEVELOP. [MANAGER'S APPROVAL {APPROVAL [APPROVAL {APPROVAL [APPROVAL // y, ITAINED [OBTAINED [OBTAINED [OBTAINED [OBTAIN=D (4er \ ' 7" Is WP5P '- lCOUNCIL ACTION, MOTION BY 2ND BY TO Area B is the longest stretch of the outside storage visible from Highway 7. Screening of the outside storage from Highway 7 wil? improve significantly in this area as the hedge materials planted on the berm installed along the frontage road reach maturity in four to five years. Screening in this section could be improved by installing a four foot high berm that would taper down to three feet at the east end of this area, relocating the existing hedge located on the west half of this stretch on top of the berm and installing a hedge in the east half. These modifications would cost $4,000-$4,500. A four foot high 100% opaque green treated wood fence could be added on top of the berm for a cost of an additional $5,300-6,000. Like Area A, Area C is also mostly visible from westbound Highway 7. This area has a significant slope to it which does help provide some screening from Highway 7 and also makes planting of vegetation on it somewhat difficult. An additional blue spruce could be planted in this area at a cost of $250-300. Area Dis heavily planted with landscaping which will provide a better screen as it reaches maturity. A four foot high 100% opaque green treated wood fence could be installed on top of the berm for a cost of $2,100-2,400. An eight foot high 100% opaque green treated fence matching the fence located on the south side of the outside storage could be added to Areas A, B and C at a cost of $15,000-$18,000. A fence of this nature could be added to Area C where berming would be impossible and there is not room for much additional landscaping for a cost of $2,500- $3,000. SPS' POSITION SPS has indicated a willingness to cooperate with the City in improving screening on the site. SPS has plans to plant ivy or some other vine next to the chain link fence to improve its screening value. COUNCIL ALTERNATIVE Attached is the resolution that may be used by the City Council to approve modifications to the variances. Alternatives to the Council are: 1. Approve the resolution accepting the landscaping as planted. 2. Approve the resolution with the condition that additional screening as specified be installed. 3. Defer the resolution to the October 3 City Council meeting. If Alternatives 2 screening plan be October 3 meeting. RECOMM ENDATION or 3 are selected it referred to the EDA is suggested that the for discussion at its It is recommended that the resolution be deferred to the October 3 meeting (Alternative 3) and that the screening alternative be referred to the EDA for discussion at the October 3 meeting. 5309:GEN38 (39) MISS CANADA (5± ER LINE HONEY±.CCUST ;7) 2AISS CANADA LILAC ,- (40) COMPACT EUROPEAN SOD- AREA TO RECEIVE TOPSOIL AND BE SEEDED .%\ 6' 1 {I+(as) Miss KI \ '\'a) acx us,ska,l\Tu:' - (15) BRIDAL, WREATH\' ! CANADA ,Ac 5PR£A \' • if5 I _'? \ MISS KIM LAC '\(3) BLA CK HILLS SPRUCE .4) GREEN>PIRE L+NET '40) wINGi EUONT MuS (43) DWARF WINGED EUONYMUS e (3) BLA CK HILLS SPRUCE ' - (4) COLORADO BLUE SPRUCE =-(23) PEKING COTONEASTER PLANTINGS ALONG TRACK ON SOUTH SIDE OF SITE ARE NOT TO RECEIVE IRRIGATION (TYP) - TY PE F6 WOOD FENCE CASE NO. 94-14-5 R][RO[ I i PLANT SCHEDULE October 3, 1994 EDA TO: Economic Development Authority THROUGH: Charlie Meyer, Executive Director (uh FROM: Mac McBride, Finance Direcs-f Lori Ziemer, Asst. Finance Direclf f; SUBJE CT: September 1994 EDA Monthly Statement ) The Combinin g Statement of Revenue and Expenditures, the Individual Statement of Revenue and Expenditures and the Schedule of Investments provides in summ ary form the financial position of the EDA. Revenue collections reflect interest received on investments which matured durin g September. Signifi cant expenditures reflect reimbursement to the City for EDA salaries and expenditures from May through August and ED A's share of project costs associated with the water tower construction, construction costs associated with the Park Nicollet parking ramp project, architectural design services for Excelsior Blvd. and legal services for May and June. St. Louis Park Economic Development Authority ~) Combining Statement of Revenue and Expenditures Budget and Actual For Period Ending September 30, 1994 YTD BALA NCE PERCENT COLLECTED/ UNCOLLEC./ COLLECTED/ BUDGET EXPENDED UNEXPEND. EXPENDED REVENUE Tax increment $3,100,740 $1,476,151 $1,624,589 48 Rent 4,680 3,510 1,170 75 Interest 639,005 704,867 (65,862) 110 Transfers Refunds & Reimburse 149,188 (149,188) TOTAL REVENUE 3,744,425 2,333,716 1,410,709 62 EXPENDITURES Administrative Salaries 84,520 63,188 21,332 75 Employee benefits 17,278 13,201 4,077 76 Supplies & other chgs. 4,647 3,147 1,500 68 Legal 3,560 1,033 2,527 29 Contractual 656 (656) O Planning Total Administrative 110,005 81,225 28,780 74 Project Cost Professional service 108,200 379 107,821 Legal 75,000 68,112 6,888 91 Environ. analysis 2,000 16,423 (14,423) 821 Public improvement 7,392,000 5,770,320 1,621,680 78 Relocation/demolition 692,500 484,133 208,367 70 Property acquisition 824,800 824,800 Environ. remediation 510 (510) Referendum payment 11,802 (11,802) Property Maintenance 22,860 6,706 16,154 29 Other services 8,000 13,414 (5,414) 168 Transfers Total Project Costs 9,125,360 6,371,799 2,753,561 70 Debt Service Bond principal 600,000 (600,000) Bond interest 504,000 198,763 305,237 39 Transfer Inter-govt., City 840,000 840,000 Bond agent fees 6,199 (6,199) Total Debt Service 1,344,000 804,962 539,038 60 TOTAL EXPENDITURES 10,579,365 7,257,986 3,321,379 69 o-? REVENUE OVER (UNDER) EXPENDITURES (6,834,940) (4,924,270) (1,910,670) 72 1 ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY Individual Statement Of Revenue And Expenditures For Period Ending September 30, 1994 EXCELSIOR OAK PARK TRUNK CAPITAL DEBT REVENUE BLVD VILLA GE HWY7 PROJECTS SERVICE TOTAL Tax increment $940,952 $197,889 $337,310 $ $ $1,476,151 Rent 3,510 3,510 Interest 463,027 54,134 13,110 152,181 22 ,415 704,867 Transfers Refund/reimburse 94,524 50,000 4,664 149,188 TOTAL REVENUE 1,498,503 255,533 400,420 152,181 27,079 2,333,716 EXP EN D ITU R E S Administrative Salaries 22 ,07 1 13,855 27 ,2 62 63,188 Employee benefits 4,620 2,835 5,746 13,201 Supplies & other chgs. 1,887 582 678 3,147 Legal 742 75 216 1,033 Contractual 656 656 Planning Total Administrative 29,320 17,347 34,558 81,225 ) Project Cost Appraisal/survey 379 379 Legal 57,322 462 10,328 68,112 Environ. analysis 15,364 1,059 16,423 Public improvement 4,944,372 825,948 5,770,320 Relocation/demolition 484,133 484,133 Property tax Acquisition 510 510 Referendum payment 8,980 2,822 11,802 Property maintenance 2,260 4,446 6,706 Other services 13,414 13,414 Total Project Costs 5,526,734 3,284 841,781 6,371,799 Debt Service Bond principal 600,000 600,000 Bond interest 198,763 198,763 Transfer Inter-govt., City Bond agent fees 6,199 6,199 Total Debt Service 804,962 804,962 TOTAL EXPENDITURES 5,556,054 20,631 876,339 804,962 7,257,986 REVENUE OVER (UNDER) EXPENDITURES (4,057,551) 234,902 (475,919) 152,181 (777 ,883) (4,924,270) JO 2 ST. LOUIS PARK ECONOMIC DEVELOPMENT AUTHORITY SCHEDULE OF INVESTMENTS September 30, 1994 Investments Date Institution/Type Yield Purchase Maturity Balance 1st Banks - Treas. 3.57 07-07-93 09-30-94 1,000,000 Park Investment - Treas. 3.49 10-01-93 11-15-94 1,000,000 Dain Bosworth - Treas. 3.61 11-15-93 11-30-94 1,500,000 Dain Bosworth - Treas. 3.65 11-15-93 12-31-94 1,000,000 Dain Bosworth - FHL 3.59 10-25-93 01-25-95 1,500,000 1st Banks - FNMA 3.90 12-01-93 03-10-95 2,250,000 1st Banks - FC 3.90 12-02-93 04-03-95 707,314 1st Banks NA- FHL 5.06 05-03-94 04-03-95 699,154 Park Investment - Treas. 3.25 01-10-94 04-30-95 1,500,000 1st Banks - Treas. 3.65 01-31-94 04-30-95 1,500,000 1st Banks - Treas. 4 44 03-08-94 05-31-95 700,000 ) Park National - C.D. 5.45 06-03-94 05-31.95 600,000 Dain Bosworth - Treas. 4.90 04-15-94 06-30-95 1,000,000 Park Investment - FC 5.52 07-07-94 07-05-95 1,297,779 Dain Bosworth - FC 5.47 08-01-94 09-01-95 500,000 1st Banks - FHL 3.84 09-20-93 09-20-95 1,000,000 4M Fund Various Open 1,112. 137 Total Investments $18,866,384 ---------- ---------- Legend: C.D. = Certificate of Deposit C.P. = Commercial Paper F.C. = Farm Credit F.N.M.A. = Federal National Mortgage Assn. F.H.L.B. = Federal Home Loan Bank Treas. = U.S. Treasury Bonds Gov't Agencies= Term U.S. Government Securities 3 V E N D O R C L A I M S E c o n o m i c D e v e l o p m e n t A u t h o r i t y -S t . L o u i s P a r k O c t o b e r 3 , 1 9 9 4 V e n d o r D e s c r i p t i o n Am o u n t A d o l f s o n & Peterson Inc. Aetna Life Insurance Co. Dahlgren Shard low & Uban Kraus-Anderson Construction Noble Nursery Retail Inc. Publicorp Inc. Park Nicollet Ramp Cityscape Project Professional services Park Nicollet Ramp Landscaping construction Services $195,616.85 62,400.00 12,184.00 5,643.70 8,597.39 262.5O TOTAL $284,7O4.44 Accounting Dept ·-i.......::'---"-"c..=::.i....::....--,,.,<:.~Jo<C...L..LJ.~""-"'-------CDated tJ /24J/qf Executive Director_...}C..zl.Zll~!lll!!'.~~-~;,,,c."-'-~~-.....:Dated 2P ~ 9Y )