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HomeMy WebLinkAbout2 EDA Agenda Phone 952.447.9800 / Fax 952.447.4245 / www.cityofpriorlake.com 4646 Dakota Street SE Prior Lake, MN 55372 PRIOR LAKE ECONOMIC DEVELOPMENT AUTHORITY AGENDA Monday, April 17, 2017 – 4:00 p.m. Reports included with this agenda can be found in the Document Center at www.cityofpriorlake.com; please follow this file path: City of Prior Lake\Economic Development Authority\2017\April 17, 2017 1. CALL TO ORDER / INTRODUCTION 2. APPROVAL OF AGENDA 3. APPROVAL OF MEETING MINUTES A. March 20, 2017 4. CONSENT AGENDA A. B. EDA Revenue & Expenditure Report (3/31/17) Development Update (3/31/2017) 5. REMOVED CONSENT AGENDA ITEMS 6. PUBLIC HEARINGS A. No Public Hearings Scheduled 7. OLD BUSINESS A. B. C. 2017 EDA Goals Joint EDA / City Council Meeting Joint EDA / Planning Commission Meeting (verbal report) 8. NEW BUSINESS A. B. Technology Village Update – Business Challenge (verbal report) Technology Village Phase II.4 Business Plan 9. OTHER BUSINESS A. B. C. Appointment of Assistant Treasurer EDA Meeting Date Change – August 2017 (verbal report) Commissioner Comments 10. ADJOURNMENT: 6:00 p.m. Those items on the EDA Agenda which are considered routine and non-controversial are included as part of the Consent Agenda. Unless the President or an EDA member specifically requests that an item be on the Consent Agenda be removed and considered separately, Items on the Consent Agenda are considered under one motion, second and a roll call vote. Any item removed from the Consent Agenda shall be placed on the EDA agenda under “Removed Consent Agenda Items” Phone 952.447.9800 / Fax 952.447.4245 / www.cityofpriorlake.com 4646 Dakota Street SE Prior Lake, MN 55372 Economic Development Authority Meeting Minutes March 20, 2017 1. CALL TO ORDER President Chromy called the meeting to order at 4:00 p.m. Present were Chromy, Sheehan-Kerber, Briggs and Braid. Also present were Executive Director Boyles, Community Development Specialist McCabe and Treasurer Uram. 2. APPROVAL OF AGENDA Chromy: proposed additional agenda items, including: 7.D. EDA Appointment Process Update; 7.E. City/County Joint Work Session Meeting Update; and 8.C. Appointment of Assistant Treasurer. MOTION BY BRIGGS, SECONDED BY BRAID TO APPROVE THE AGENDA WITH THE ADDITION OF ITEMS 7.D., 7.E. AND 8.C AS PROPOSED BY MR. CHROMY. Ayes by Chromy, Sheehan-Kerber, Briggs and Braid. The motion carried 4-0. 3. APPROVAL OF MEETING MINUTES MOTION BY BRIGGS, SECONDED BY SHEEHAN-KERBER TO APPROVE THE JANUARY 25, 2017 MEETING MINUTES. Ayes by Chromy, Sheehan-Kerber, Briggs and Braid. The motion carried 4-0. 4. CONSENT AGENDA A. EDA 2017 Revenue & Expenditure Report (2/28/17) B. EDAC Member Appointment MOTION BY BRIGGS, SECONDED BY BRAID TO ACCEPT THE EDA 2017 REVENUE AND EXPENDI- TURE REPORT THROUTH FEBRUARY 28, 2017, AND TO APPROVE A RESOLUTION APPOINTING RONALD MARTIN TO THE EDAC FOR A TERM OF MARCH 20, 2017 TO OCTOBER 31, 2019. Ayes by Chromy, Sheehan-Kerber, Briggs and Braid. The motion carried 4 -0. , 5. REMOVED CONSENT AGENDA ITEMS No items were removed from the Consent Agenda 6. PUBLIC HEARING No Public Hearings 7. OLD BUSINESS A. EDA 2016 Revenue & Expenditure Report (Y/E 12/31/16) McCabe; provided the EDA with a summary of the 2016 EDA revenues and expenditures. Mr. McCabe highlighted a special EDA tax levy of $155,000; 50% of the budget for personnel support for Community & Economic Development Director and Community Development Specialist; $27,650 for Technology Vil- lage; $15,925 of EDA reserves was allocated to balance the budget; the total 2016 EDA budget was $181,425; and the 2015 fiscal year ended with EDA reserves of $183,950. 2 Sheehan-Kerber: commented on the EDA’s previous discussion about additional funding to acquire prop- erty and summarized the process the EDA went through when considering property acquisitions in pre- vious years and the inability for the EDA to act quickly. Ms. Sheehan-Kerber recommended this as a potential topic for future joint meeting with City Council. Briggs: commented that previous EDA budgets do not provide the EDA with funds to be opportunistic and questioned if the budget reflected all that might be asked of the EDA. MOTION BY BRIGGS, SECONDED BY BRAID TO ACCEPT STAFF’S 2016 EDA REVENUE & EX- PENDITURE REPORT. Ayes by Chromy, Sheehan-Kerber, Briggs and Braid. The motion carried 4-0. B. EDA 2017 Budget – EDA Tax Levy McCabe; provided the EDA with a summary of the 2017 EDA Budget, highlighting: the EDA tax levy decreased from $155,000 to $140,000; revenues of $8,500 from Technology Village leases assum es 90% occupancy; use of EDA budget reserves of $9,825 were used to balance the budget compared to $15,925 of reserves in 2016; and $20,000 is budgeted for Professional Services. Mr. McCabe added that the Technology Village budget decreased from $27,650 in 2016 to $9,500 in 2017; assuming full rent is received during the year, this budget shows Technology Village expenditures matching revenue. MOTION BY BRIGGS, SECONDED BY BRAID TO ACCEPT STAFF’S EDA 2017 BUDGET REPORT. Ayes by Chromy, Sheehan-Kerber, Briggs and Braid. The motion carried 4-0. C. Schedule and Set Agenda for Joint City Council/EDA Meeting EDA Members: discussed potential topics for a joint City Council / EDA meeting. Chromy: commented that the Council has requested EDA review of specific items in the past and at times the Council has not accepted the EDA recommendation. A potential discussion topic may be related to what are the Council’s expectations of the EDA. Mr. Chromy added that the EDA functioned well when they had concrete projects and concrete goals, which the EDA has gotten away from in recent ye ars. Sheehan-Kerber: stated she would like to see the EDA as more proactive and less reactive. Briggs: suggested a topic related to the EDA’s role in finding partners for projects. EDA Members: appeared to have consensus that the p rimary focus of the joint meeting should be to gauge the EDA and Council’s support related to the use of incentives for development and redevelop- ment projects. Boyles: stated city staff will schedule the joint City Council / EDA meeting. D. EDA Appointment Process Update Boyles: informed the commissioners that the city received four applications for the vacant position on the EDA and the screening committee has narrowed the list of candidates to three. The three finalists will be interviewed by the City Council prior to the April 10th City Council meeting and the mayor will make a recommendation for the EDA appointment which will be voted on by the City Council at that meeting. EDA Members: recommended Mr. Chromy meet with the candidates for the EDA prior to their Counc il interview. 3 E. City/County Joint Work Session Meeting Update Briggs: summarized the recent City Council / County Board joint work session meeting related to the proposed traffic modifications in the Downtown Prior Lake area. Mr. Briggs informed the EDA that the City Council has authorized staff to issue a RFP to identify a civil engineer to provide experience and assistance to the City of Prior Lake related to the Hwy 13/CH21 intersection improvements and other proposed downtown traffic changes. Boyles: mentioned the City Council and County Board will have another joint work session on this topic on April 3rd. 8. NEW BUSINESS A. Tax Abatement Inquiry McCabe: informed the EDA that the City has received an inquiry into the potential use of tax abatement to assist a commercial development project at the intersection of CH21 and Duluth Ave. Mr. McCabe provided an overview of the proposed development and shared a project elevation and site plan with the commissioners. Mr. McCabe added that prior to accepting a tax abatement application and $5,000 fee, he recommended the applicant present their project to the EDA to gather feedback and gauge their support for a business incentive project. Matt Schafer was in attendance to answer questions about this project. Mr. Schafer highlighted the need for a robust downtown which capitalizes on the lake environment and identified grading and soils con- cerns on the property as well as the high-quality design materials which will have an impact on develop- ment costs. Mr. Schafer stated he and his partners have identified two local businesses who are estab- lished in the community and would remain in Prior Lake because of this development. EDA Members: discussed the tax abatement request and the SAC/WAC Deferral program that is avail- able. EDA Members expressed support for the abatement request for the three to four tenant building that is currently proposed. EDA members did not support the use of economic development incentives for future phases of development on this property. EDA Members: advised Mr. Schafer to move ahead with his application for tax abatement to assist with this downtown development project acknowledging that the city council is the final determiner for such requests. B. City of Prior Lake Promotional Video EDA Members: discussed a promotional video prepared by the City of Jordan, MN and supported the idea of a similar video for the City of Prior Lake. EDA members recommended the video be shared with the EDAC and gather their recommendations related to content and focus. C. Appointment of Assistant Treasurer Chromy: stated the EDA Assistant Treasurer position is now vacant with the resignati on of Community & Economic Development Director Rogness. MOTION BY BRIGGS, SECONDED BY BRAID to add the appointment of an Assistant Treasurer to the April EDA meeting agenda. Ayes by Chromy, Sheehan-Kerber, Briggs and Braid. The motion carried 4-0. 4 9. OTHER BUSINESS A. Commissioner Comments Chromy: recommended the commissioners discuss EDA goals during a future meeting. Briggs: is unable to attend the March 23rd EDAC meeting; Chromy will attend in his place. 10. ADJOURNMENT MOTION BY BRIGGS, SECONDED BY SHEEHAN-KERBER TO ADJOURN THE MEETING. With all in favor, the meeting adjourned at 6:05 p.m. ___________________________ Frank Boyles, Executive Director 4646 Dakota Street SE Prior Lake, MN 55372 ECONOMIC DEVELOPMENT AUTHORITY AGENDA REPORT MEETING DATE: April 17, 2017 AGENDA #: 4A PREPARED BY: Casey McCabe, Community Development Specialist AGENDA ITEM: EDA REVENUE & EXPENDITURE REPORT (3/31/17) DISCUSSION: Introduction The purpose of this Consent agenda item is to review the 2017 Revenue & Expendi- ture Report for the EDA through March 31, 2017. History The EDA Commissioners requested monthly financial reports at each meeting. This allows the EDA to view revenues and expenditures on a more frequent basis; quar- terly reports were provided in the past. Current Circumstances Very few expenditures have occurred during the first two months of the year, includ- ing legal ($320), training ($140), and memberships ($500). Revenues are minimal until the tax levy is received by the City twice per year. Conclusion EDA members receive monthly financial reports of revenues and expenditures. ISSUES: This document provides a summary of activities associated with costs as budgeted by the EDA on a monthly basis. FINANCIAL IMPACT: More frequent (monthly) reporting. ALTERNATIVES: 1. Motion and a second, under the Consent Agenda, to accept the EDA 2017 Rev- enue & Expenditure Report through March 31, 2017. 2. Motion and second to remove this item from the consent agenda for additional discussion. RECOMMENDED MOTION: Alternative #1 ATTACHMENTS: EDA 2017 Revenue & Expenditure Report (3/31/17) 4646 Dakota Street SE Prior Lake, MN 55372 ECONOMIC DEVELOPMENT AUTHORITY AGENDA REPORT MEETING DATE: April 17, 2017 AGENDA #: 4B PREPARED BY: Casey McCabe, Community Development Specialist AGENDA ITEM: DEVELOPMENT UPDATE (3/31/2017) DISCUSSION: Introduction Staff has prepared a development update as of March 31, 2017 for EDA review. Conclusion The attached memorandum provides a summary of commercial development in the City of Prior Lake to date in 2017. FINANCIAL IMPACT: ALTERNATIVES: RECOMMENDED MOTION ATTACHMENT: None. 1. Motion and a second, under the Consent Agenda, to accept the Develop- ment Update through March 31, 2017. 2. Motion and second to table action and provide direction to staff. Alternative No. 1. 1. Development Update Phone 952.447.9800 / Fax 952.447.4245 / www.cityofpriorlake.com Memo Date: April 12, 2017 To: City of Prior Lake Economic Development Authority From: Casey McCabe, Community Development Specialist Subject: Residential & Commercial Activity Update Below is an update of commercial development in t he City of Prior Lake as of March 31, 2017. Name Address Type (New/Relocation/Expansion) Previous Tenant/Owner gg Boutique 16180 Hastings Ave. SE Relocated Business Giggle Gals The Magnolia Shop 4773 Dakota St. SE New Business gg Boutique Trademark Title Services 16268 Eagle Creek Ave. SE New Business ReMax Olive Moon 4775 Dakota St. SE Relocated Business Finder's Fee Whitmer Crafts 4646 Colorado St. SE New Business Vacant Canvas Tattoo 6880 Boudin St. NE Relocated Business Verizon Edward Jones - Scott Pierce 16154 Main Ave. SE, Suite 110B Relocated Business Wensmann Office - Lakefront Plaza Edward Jones - Christy McCoy 4719 Park Nicollet Ave. Suite 260 New Business/Tenant Build-Out Vacant Luxury Laser Edu 14070 Commerce Ave. NE Ste. 200 New Business Kids Talk Childrens Therapy Sweet Nautical 16228 Main Ave. SE, Ste 101 New Business Lakes Area Realty Blahnik Law Office 4617 Colorado St. SE Relocated Business/New Construction Former Single Family Residential 2017 Prior Lake Commercial Activity 4646 Dakota Street SE Prior Lake, MN 55372 ECONOMIC DEVELOPMENT AUTHORITY AGENDA REPORT MEETING DATE: April 17, 2017 AGENDA #: 7A PREPARED BY: Casey McCabe, Community Development Specialist AGENDA ITEM: 2017 EDA GOALS DISCUSSION: Introduction The purpose of this agenda item is to review the 2017 EDA Goals and discuss any additional initiatives or areas the EDA wishes to focus on in 2017. History The EDA adopted the following 2017 goals during their November 21, 2016 meet- ing, which were approved by the City Council on January 9, 2017. ➢ Continue to guide the Economic Development Advisory Committee and sup- port the Technology Village Board of Directors as they implement the recom- mendations of the Technology Village program analysis and expansion plans, including expansion opportunities within Scott County. ➢ Establish a task force of downtown residents and businesses to develop an integrated road network plan that supports future traffic volumes, a downtown vision, and a targeted redevelopment plan. ➢ Establish a process and plan to target resources to economic opportunities that provide significant benefits to Prior Lake, including those that may include property acquisition and direct support to commercial and industrial develop- ment. The City Council will review the progress made toward accomplishing these three goals during a work session in November. ISSUES: Current Circumstances In addition to the goals listed above, commissioners may wish to propose other areas of focus for the EDA in 2017. While the above goals have already been approved by the city council, it may be useful for the EDA to consider the following: In the first goal, the EDA may wish to discuss the possibility of curtailing/eliminat- ing Phase II of the technology village project and instead focus upon how we can best leverage the presence of the First Stop Shop here at city hall to facilitate commercial/Industrial development in our community. With respect to the second goal, there is a detailed process established both for updating the comprehensive plan (which will address land use in the downtown area among other things and a separate process for completing the County Road 21/TH13 Project. Rather than add another process and task force, this goal could 2 be refined to provide for ways in which the EDA can support the important pro- cesses already underway. No one is well served if we initiate duplicative and po- tentially competing processes. The third goal will be addressed at the joint city council/EDA review and authori- zation to use or not use the few financial incentives available to us. If the prevailing perspective is to substantially curtail the use of resources, it may be more appro- priate to modify this goal to identify a more restrictive focus of the EDA and how the body would be best configured to accomplish the revised objectives. FINANCIAL IMPACT: Funding may be required to accomplish some of the goals or initiatives of the EDA. ALTERNATIVES: 1. Motion and Second to approve the 2017 goals and objectives as proposed or with amendments. 2. Motion and second to table the goals and objectives until the joint city coun- cil/EDA Meeting has taken place. RECOMMENDED MOTION: As determined by the EDA. 4646 Dakota Street SE Prior Lake, MN 55372 ECONOMIC DEVELOPMENT AUTHORITY AGENDA REPORT MEETING DATE: April 17, 2017 AGENDA #: 7B PREPARED BY: Casey McCabe, Community Development Specialist AGENDA ITEM: JOINT EDA / CITY COUNCIL MEETING DISCUSSION: Introduction The purpose of this item is to discuss potential agenda topics for a joint meeting between the EDA and City Council. History During the January 25, 2017 EDA meeting, commissioners recommended the EDA schedule a joint meeting with the City Council to discuss the city’s philosophy related to the use of Tax Increment Financing and other development incentives. Current Circumstances A joint work session has been scheduled between the City Council and EDA on Monday, May 22, 2017 from 5:00 to 6:45 p.m. Issues Commissioners should discuss potential topics and propose an agenda for the joint meeting. Potential topics may include: 1. The city council has the final financial say on economic development and re- development issues so the EDA should be supporting what the city council wishes to accomplish. What is that? 2. Exactly what kind of development do we wish to encourage and discourage? 3. Which incentives are supported and for what purposes? 4. What is the future of Technology Village and the EDA’s role associated there- with? 5. What role should the EDA play in the County Road 21/TH13 Intersection Pro- cess, Comprehensive Plan Update Process, and in retaining the skills of the First Stop Shop here at city hall? 6. What properties does the city own and for what purpose? 7. Other Issues. FINANCIAL IMPACT: Depending upon the outcome of the joint meeting. ALTERNATIVES: 1. Motion and second to propose a draft agenda for the joint City Council/EDA Meeting as proposed. 2. Motion and second to propose an agenda for the joint City council/EDA Meet- ing with amendments. Provide direction to staff related to agenda topics for the joint City Council / EDA work session. RECOMMENDED MOTION: As determined by the EDA. www.technologyvillage.net 2017 BUSINESS FAST-TRACK CHALLENGE Technology Village intends on holding a “Shark Tank” like event in October 2017 to “Fast-Track” an up and coming Scott County business The goal of this event is two-fold: 1.Fulfill our mission of matching entrepreneurs to resources via our business incubator and virtual program 2.Enhance economic development and create jobs in Scott County based on Scott County Economic Development analysis (Maxfield research). www.technologyvillage.net 2017 BUSINESS FAST-TRACK CHALLENGE Business Fast-Track Challenge will be soft launched in June, fully launched in August and culminating in a live October event. All entries will be evaluated and TV board will down select to the top 5 submissions. A qualified winner will be awarded cash prize, incubation space and mentorship. www.technologyvillage.net WHO IS TECHNOLOGY VILLAGE? Mission Statement: Technology Village supports the growth of emerging technology- based businesses within an entrepreneurial environment that encourages collaboration, fosters job creation and provides connections to local & regional resources www.technologyvillage.net IS THIS YOU? I HAVE A BUSINESS CONCEPT, BUT… …I don’t have a conducive environment and dedicated space to work on my business …I don’t have access to financial programs and resources …I don’t have experience in starting a business and need business, legal and tax advice …I have an idea, but I need help getting it off the ground www.technologyvillage.net TECHNOLOGY VILLAGE CAN HELP! Technology Village space in Prior Lake City Hall Office/Cubical space available Meeting room space to meet clients, vendors and partners Office resources like WIFI, copier, fax, etc. Virtual Program www.technologyvillage.net TECHNOLOGY VILLAGE CAN HELP! Access to City and County Programs and Resources: Capital Bank Financing, SBA Loans & Grants Venture Capital, Angel Investor Development Assistance Business Development; Professional Network Support Education and Training Programs; Board Member Mentorship Connectivity to County Programs/Resources Scott County Open to Business Program; MCCD Financial Programs First Stop Shop Technical Assistance www.technologyvillage.net FAST-TRACK CHALLENGE ELEMENTS SCOPE www.technologyvillage.net FAST-TRACK CHALLENGE ELEMENTS PROCESS & TIMING Process Currently designing and executing program components Soft launch the event to assess interest and participation If Go, sign sponsors and announce event culminating with live event in Oct Timeline April, May : Program design and initial execution June : Soft launch; Go/No Go and sponsers Aug, Sept : Submission of ideas Oct : Live event for finalists www.technologyvillage.net FAST-TRACK CHALLENGE ELEMENTS REWARDS FAST-TRACK CHALLENGE WINNER Cash price Admission into Technology Village Incubator Program (full or virtual): executive mentoring, space, other services and resources Professional Services Package: Tax, Legal, Accounting, Marketing services Tech Village & Scott County A entrepreneurial success story –encouraging others Economic development leading to job creation FT Challenge Focus Areas: Health and Personal Care Professional and Business Services with a Technology component Educational Products Software Publishers Other Non-focus areas for FT Challenge: Restaurants Grocery Stores General Retail Stores FAST-TRACK CHALLENGE ELEMENTS SCOTT COUNTY MAXFIELD RESEARCH –DEMANDS & GAPS www.technologyvillage.net FAST-TRACK CHALLENGE HOW CAN YOU HELP? 1.Help us spread the word on this opportunity and event and encourage the submission of ideas for economic growth 2.Be a Sponsor of this Event! Contribute to/Sponsor Cash prize or Professional Services package Branding and recognition as sponsor in all communications Participate on Evaluation Team for live event 4646 Dakota Street SE Prior Lake, MN 55372 ECONOMIC DEVELOPMENT AUTHORITY AGENDA REPORT MEETING DATE: April 17, 2017 AGENDA #: 8B PREPARED BY: Casey McCabe, Community Development Specialist AGENDA ITEM: TECHNOLOGY VILLAGE PHASE II.4 BUSINESS PLAN DISCUSSION: Introduction The purpose of this agenda item is to review and adopt the Technology Village Business Accelerator Phase II.4 Business Plan. History The Technology Village Board of Directors annually reviews and updates the Technology Village Business Plan. Current Circumstances The attached Phase II.4 Technology Village Business Plan was drafted by the Board of Directors. This business plan outlines the status of the program and provides an overview of phase II.4 development including program participant focus, proposed rental rates, ‘virtual’ program participation, selection criteria and 2017 operating budget. Conclusion Staff will be available to discuss the Phase II.4 Business Plan and answer questions during the April 17th EDA meeting. FINANCIAL IMPACT: The EDA budget includes an allocation of $9,500 to support the Technology Village program. The budget anticipates revenues of $8,500 from Technology Village lease revenues to help offset the program operation costs. ALTERNATIVES: 1. Motion and a second to adopt the Technology Village Business Accelerator Phase II.4 Business Plan as proposed or with amendments. 2. Take no action and continue discussion at a future meeting. RECOMMENDED MOTION: Alternative #1 ATTACHMENTS: 1. Technology Village Business Accelerator Phase II.4 Business Plan BUSINESS PLAN TECHNOLOGY VILLAGE BUSINESS ACCELERATOR PHASE II.4 Fy2017 CITY OF PRIOR LAKE ECONOMIC DEVELOPMENT AUTHORITY 4646 DAKOTA STREET SE PRIOR LAKE, MN 55372 952-447-9813 drogness@cityofpriorlake.com www.cityofpriorlake.com Technology Village Business Plan – Phase II .4 Page 1 TABLE OF CONTENTS SECTION TITLE PAGE 1.0 Executive Summary 2 2.0 History 2 3.0 Overview 3 3.1 Phase I 3 3.2 Phase II 3 3.3 Virtual Program 5 4.0 Technology Village Phase III Program Analysis & Expansion Plan 5 5.0 Technology Village Phase II.4 Overview 6 6.0 Mission 7 7.0 Technology Village Goals 7 7.1 2014 Technology Village Goals 7 7.2 2015 Technology Village Goals 7 7.3 2016 Technology Village Goals 8 7.4 2017 Technology Village Goals 8 8.0 Technology Village Metrics 8 9.0 Program Participant Focus 8 9.1 Program Participants 9 9.2 Program Participant Success Rate 10 9.3 Selection Criteria 10 10.0 Organization & Management 11 10.1 Board of Directors 11 10.2 Advisory Board 13 10.3 Service Providers / Technology Village Partners 14 11.0 City Hall Rental Rates 14 12.0 2017 Operating Budget 15 13.0 Projected Program Demand 15 14.0 Staffing Plan 16 15.0 Marketing Forecast 16 16.0 Microenterprise Loans 16 17.0 Value of a Job 17 Appendix A - Current Technology Village Floor Plan 18 Appendix B - Sample Phase II Rent Scenarios 19 Technology Village Business Plan – Phase II .4 Page 2 1.0 EXECUTIVE SUMMARY This Phase II.4 Technology Village Business Accelerator Business Plan was drafted by the Technology Village Board of Directors. This business plan will help carry out the duties and responsibilities assigned to the board, which include the planning and formulating of policy to guide the programming and direction of the Technology Village program as well as ensuring the overall financial viability of the accelerator program. The Technology Village Business Accelerator program is currently in its fifth year of operation and has six program participants, including two Virtual participants. Technology Village program participants employ a total of twenty-five employees within Prior Lake. This Phase II.4 Business Plan serves as the next step in establishing the Prior Lake Technology Village Business Accelerator as a key economic development initiative of the City of Prior Lake and a budding economic development initiative of the Scott County Community Development Agency (CDA). 2.0 HISTORY In the fall of 2011, the Prior Lake Economic Development Authority (EDA) appointed a Technology Village subcommittee in an effort to assemble and organize human resources to establish a business incubator in the community, which was identified as a key objective of the EDA. The EDA provided the subcommittee with direction to begin evaluating options to implement a technology business incubator facility in Prior Lake, including a report that covers these primary issues: • Identify models of business incubation (public, private, or combination); • Outline financial models to support start-up and ongoing operational costs; • Evaluate opportunities for business incubation in Prior Lake; and • Identify a preferred plan for Prior Lake. The subcommittee completed and presented its initial report and recommendations to the EDA on February 13, 2012. The report identified different models of business incubation, outlined financial options to support start-up and ongoing operational costs, evaluated opportunities for business incubation in Prior Lake and identified a preferred plan for the city. A business plan for the Technology Village Business Accelerator was then drafted by the subcommittee and presented to the EDA which detailed a preferred industry focus, organizational structure, Board of Director composition, services and programs offered through Technology Village, rental rates, marketing, application and acceptance criteria, staffing plan, facility information, budgets and financials, as well as potential funding sources. After discussion and revisions, the EDA approved the business plan for the Technology Village Business Accelerator on July 16, 2012. On September 10, 2012, after a review of the Technology Village business plan, the Prior Lake City Council approved an amendment to the 2012 Prior Lake General Fund and Economic Development Authority budget in the amount of $50,000 to fund the initial phase of Technology Village. A Board of Directors was appointed by the Prior Lake City Council on November 26, 2012 to act in an advis ory capacity to the EDA and advise the EDA on matters related to Technology Village. Technology Village Business Plan – Phase II .4 Page 3 3.0 OVERVIEW One of the EDA’s goals was to establish a business incubator in the community, which has been accomplished with Technology Village. By providing the resources necessary to implement Phase II of the Technology Village plan, the EDA and the Prior Lake City Council have further endorsed Technology Village as an important tool to achieve the overall objectives of the EDA and 2040 Vision and Strategic Plan by removing obstacles to economic development, promoting growth and diversifying the city’s tax base. Below is a summary of the different phases of development and program expansion since the program’s inception in 2013. 3.1 PHASE I Technology Village opened in January 2013 on the main floor of Prior Lake City Hall within a previously underutilized office space of approximately 2,000 square feet. The space consists of five hard -walled offices and a 775-square foot open office area to support three workstations. Program participants enter into a Lease Agreement with the City of Prior Lake EDA for a term of up to three years. Initiating the program in the existing city hall building helped minimize start-up costs and allowed for the shared use of services already in place serving City of Prior Lake staff, including; internet, phone, meeting space, cafeteria/break room, etc. The office space within city hall also provided the added locational benefit of allowing the program participants to be near city staff who administer the day-to-day program operations. 3.2 PHASE II The Technology Village Phase II plan allowed the program to maintain and expand its program participation through additional office space in privately owned properties throughout the community to serve not only emerging technology and professional service businesses but a wider variety of growing companies. Every effort has been made and will continue to be made to locate program participants in the existing city hall facility whenever possible; however, at the time the Phase II Business Plan was being developed, five program participant businesses occupied the Phase I facility and without expansion opportunities available the board had to identify other opportunities for program expansion. The Board of Directors entered Phase II of program development on June 1, 2014 when the first program participant entered into a private lease agreement for space outside of city hall. Phase II allows Technology Village to serve program participants who, because of lack of space within city hall or business needs that cannot be served in city hall, are located in private lease space within the City of Prior Lake. Phase II participants enter a private lease for office space in Prior Lake and receive a reimbursement of a portion of their monthly rental payment from the City of Prior Lake. Assuming city hall Technology Village office space is occupied, or adequate lease space is not available within city hall, the Executive Director and Board of Directors work with existing property owners to maintain a list of available privately owned office space and allow program participants to lease space in multiple locations throughout the community. Technology Village program participants located outside of city hall are eligible to receive a reimbursement of gross rental costs from the City of Prior Lake Economic Development Authority. The reimbursed rental amount is calculated based on the actual number of employees and actual area of lease space, not to exceed 200 square feet for single employee businesses and 150 square feet per employee for multiple employee businesses. Technology Village Business Plan – Phase II .4 Page 4 The Technology Village subcommittee originally considered the option of the EDA leasing space in privately owned office space in the community and then sub-leasing that space to program participants at a reduced rental rate. This option was ultimately not pursued because of the anticipated cost to the EDA. The Phase II Technology Village business plan allowed program participants to enter into private lease agreements for office space within Prior Lake and a rental reimbursement would provide by the EDA to the participant on a quarterly basis after the monthly rent payment is received by the landlord. The Technology Village Board of Directors has determined that this reimbursement option is more efficient in that it will reduce the cost responsibilities of the EDA and will also eliminate the risk of the EDA leasing and paying for space which is not occupied by program participants. Every Phase II program participant is required to commit to three years of program participation, unless otherwise approved by the Technology Village Board of Directors, which is secu red with a program participation contract. For single employee businesses, each program participant is eligible for reimbursement in the amount of $12 per square foot of lease space or two-thirds of the gross rental rate during the first year, whichever is less. During the second year, each program participant is eligible for reimbursement in the amount of $6 per square foot of lease space or one-third of the gross rental rate, whichever is less. During the third year, the program participant is responsi ble for all costs associated with the private lease agreement. The rental reimbursement is based on the actual area leased with a maximum area allowance of 200 square feet. Any additional space leased above 200 square feet is the sole responsibility of the program participant. Should a program participant have multiple employees working full-time within the approved office location, the rental reimbursement amounts are the same as a single employee business; however, the maximum area allowance is 150 square feet per employee who works full time from the approved office location. Program participants with multiple employees are required to submit a certificate of compliance annually which certifies the number of full-time equivalent positions working within the approved office location. Additional rent reimbursement scenarios are attached as Appendix B to this document. In the event office space outside of the existing city hall Technology Village location is desired by a potential program participant, the City of Prior Lake will make no assurances or guarantees as to the quality of office space, furnishings or other amenities and technology offered by the private landlord. The EDA will not furnish office space outside of city hall; however, microenterprise loan funds will be made available for this purpose as described in greater detail below in section 16.0. All lease agreements for office space outside of city hall are executed between the program participant and the private landlord; the City of Prior Lake will not be a party to the private lease agreements and will make no guarantees of lease payments or any other obligations of the program participant. There are currently no Phase II participants in the program; however, the approved 2017 Technology Village budget includes rental reimbursement funding in the amount of $2,250 in anticipation of Phase II participants entering the program. It is difficult to anticipate if any participants will be identified for the Phase II program in 2017 and if so, when they will join during the year. If Phase II participant(s) are identified in 2017 which require a rental reimbursement in excess of $2,250, the Technology Village Board of Directors will seek additional funding to support the new business(es) from the EDA prior to entering into a participation agreement. Technology Village Business Plan – Phase II .4 Page 5 3.3 VIRTUAL PROGRAM Along with the Phase I and Phase II accelerator programs, which rely on a program participant being physically located in an office space within the City of Prior Lake, the Technology Village Board of Directors developed a ‘virtual’ participant program in 2016. The virtual program is designed to provide support to emerging technology and professional service businesses located in Prior Lake, or throughout Scott County, which are not physically located in the designated Technology Village space. The virtual program provides an opportunity for businesses, which may be home-based or are already established in an office space, to participate and benefit from the Technology Village Business Accelerator program. For a small monthly fee of $50, virtual program participants will receive the following benefits: • Mailbox service • Professional mailing address/business identity • Access to Technology Village Business Accelerator services, including: o Remote Board advisory support/mentoring available o Face-to-face Board advisory support/mentoring available within Technology Village o Business assessment either remote or within Technology Village o Quarterly goal review either remote or within Technology Village o Business networking o Referrals to professional service providers • Networking and collaboration opportunities with other program participants • Inclusion in all Technology Village programs and meetings designed to assist with business development • Inclusion of company information on the Technology Village website • Access to conference rooms and meeting space (16 hours/month) • Access to co-working office space (including free access to Wi-Fi and access to high speed internet within the co-working office location) o Conference rooms and co-working office space are reserved on a first-come, first-serve basis by contacting City of Prior Lake staff at (952) 447-9800 (24-hour notice required). Virtual participants are provided a monthly total of 16 hours of conference room time and 32 hours at the co-working office space. A simple month-to-month virtual participation agreement is entered into between the City of Prior Lake and the participant business. The agreement identifies the services that will be provided to the participant and the expectations of the Technology Village Board of Directors. 4.0 TECHNOLOGY VILLAGE PHASE III PROGRAM ANALYSIS AND EXPANSION PLAN The Technology Village Board has been exploring opportunities to i) expand the program focus beyond emerging-technology and professional service businesses; ii) bring more participants into the program; and iii) consider a Scott County partnership or leadership role with satellite or sister accelerator programs in communities throughout the county. In May 2015, the City of Prior Lake was awarded Technical Assistance Grant in the amount of up to $12,500 from the Scott County CDA to assist with one-half of the cost to evaluate the Technology Village program and develop options for program expansion. Technology Village Business Plan – Phase II .4 Page 6 The Technology Village Board of Directors sent out a Request for Proposals, and ultimately recommended Greenwood Consulting Group be hired, to evaluate the Technology Village Business Accelerator program, including but not limited to: ➢ Recommendations for program expansion, including collaboration opportunities with Scott County, MN and other Scott County communities; ➢ Recommendations for a program director position; ➢ Identify funding necessary for program expansion; ➢ Identify funding sources to support program expansion; and ➢ Identify necessary next steps and an implementation schedule to achieve program expansion. In September 2015, the City of Prior Lake entered into a Standard Agreement for Professional Services with Greenwood Consulting Group, Inc. to complete a program analysis and expansion plan for the Technology Village Business Accelerator program. The Greenwood Consulting report was accepted by the EDA on May 16, 2016 and included many recommendations to improve the existing accelerator program and implementation steps to expand the program throughout Scott County. 5.0 TECHNOLOGY VILLAGE PHASE II.4 OVERVIEW The primary focus of this Phase II.4 Business Plan is to continue to grow program participation and explore program expansion throughout Scott County. Expansion of the Technology Village Business Accelerator Program throughout Scott County is consistent with the vision of SCALE (Scott County Association for Leadership and Efficiency) and the Scott County Commercial/Industrial Market Analysis completed by Maxfield Research. SCALE has set a vision (or target) of achieving 50% of the County’s labor force living and working in the County by 2030 by focusing on transportation, land use and economic development. Accomplishing this Vision will assist in: • The reduction of importing low wage earners and exporting the County’s higher skill set. • Reducing congestion on the regional transportation system; with more difficult commute times traveling north anticipated. • Providing jobs which support individuals and families. The Scott County Commercial/Industrial Market Analysis for Scott County, completed by Maxfield Research in February 2017, stated: • “There is a large out-migration of workers from Scott County. Only 24.4% of Scott County residents, in 2014, also worked in Scott County. Of the 75.6% that commuted to jobs outside the County, most commuted to jobs in Hennepin County (40.6%) followed by Dakota County (15.1%)” • “Conclusions and Recommendations”: o Maxfield Research Inc. recommends targeting emerging industries in order to maintain a competitive edge in today’s global competition for jobs and industry. At the same time, however; we do not recommend revamping current economic development efforts but a gradual implementation process. o Clusters should be pursued in five to ten growth industries while also planning for alternative real estate types and businesses that support a given industry. Examples may include (not in any particular order): ▪ Healthcare and life science ▪ Diversified manufacturing and services Technology Village Business Plan – Phase II .4 Page 7 ▪ Medical manufacturing and biotechnology ▪ Business and professional services ▪ Information and communication ▪ Sustainable/Green manufacturing and services ▪ Transportation and logistics (i.e. warehouse, freight hauling, and wholesalers). 6.0 MISSION Technology Village Mission Statement – Technology Village supports the growth of emerging technology and professional service businesses within an entrepreneurial environment that encourages collaboration, fosters job creation and provides connections to local & regional resources. In general, the mission of any business accelerator is to aid in the successful development of emerging businesses. Ideally, businesses will grow and move from Technology Village out into the community and throughout Scott County to contribute to the overall vitality, diversity, and growth of the economy. Not only do participants of the Technology Village Program benefit, but the program is designed so the City of Prior Lake and Scott County benefit through greater economic development activity, new employment opportunities, enhanced community image, increased entrepreneurialism and additional tax revenues that support services. 7.0 TECHNOLOGY VILLAGE GOALS The program goals, developed by the Technology Village Board of Directors and approved by the Economic Development Authority and Prior Lake City Council, include: 7.1 2014 TECHNOLOGY VILLAGE GOALS ➢ Obtain funding approval necessary to maintain Phase I and then fully implement Phase II Business Plans. ➢ Support and retain existing Technology Village businesses through direct assistance, networking and resource development. ➢ Establish an adequate pipeline of technology businesses that will allow the continued full use of the Technology Village program. 7.2 2015 TECHNOLOGY VILLAGE GOALS ➢ Continue to support and retain existing Technology Village businesses through direct assistance, networking and resource development. ➢ Establish a pipeline of technology businesses that will allow the continued full use of the Technology Village program while retaining the six existing program participants and identifying a minimum of two additional program participants. ➢ Develop a plan to transition into Phase III of the Technology Village Business Plan, which includes identifying additional funding sources to support a stand-alone facility. Phase III would allow Technology Village to expand its primary focus of supporting technology related businesses to a wider variety of businesses. Technology Village Business Plan – Phase II .4 Page 8 7.3 2016 TECHNOLOGY VILLAGE GOALS ➢ Evaluate the findings and recommendations of the Technology Village Phase III Program Analysis being completed by Greenwood Consulting Group. Based on the analysis, develop a roadmap and provide direction and suggestions to the EDA around March 2016. ➢ Identify participants and roll-out the Technology Village Virtual Participation Program. ➢ Establish a pipeline of technology and professional service businesses that will allow the continued full use of the Technology Village program while retaining the seven existing program participants and identify a minimum of two additional programs participants. 7.4 2017 TECHNOLOGY VILLAGE GOALS ➢ Continue to implement the recommendations of the Technology Village Phase III Program Analysis, primarily related to program expansion within Scott County. ➢ Identify additional program participants, both virtual and physical, to increase the number of Technology Village related employees working in Prior Lake. ➢ Identify creative approaches to promote the Technology Village program and its participant businesses. 8.0 TECHNOLOGY VILLAGE METRICS The Technology Village Board of Directors has identified eight metrics which are currently being tracked by the board. The metrics will be reported to the City of Prior Lake Economic Development Authority on an annual basis, or as requested by the EDA. ➢ Program Participant Contacts: Quarterly meetings between existing program participants and Technology Village Board of Director Advisors. ➢ Program Participants: number of businesses participating in the Technology Village Program. ➢ Employment: number of people currently employed by program participants. ➢ Vacancy/Occupancy Rate: percentage of city hall Technology Village space under lease agreement. ➢ Total Square Feet Leased: public (city hall) and private office space. ➢ Applications: number of program applications received, reviewed, approved and lease agreements signed. ➢ Website Activity: total website hits, website hits by unique IP address and pages visited. ➢ Budget: Budget vs. actual expenditures. 9.0 PROGRAM PARTICIPANT FOCUS Incubators and business accelerator programs throughout the nation vary in the way they deliver their services, in their organizational structure, and in the types of businesses they serve. Due to space limitations and the awareness that the Prior Lake Technology Village simply cannot meet the needs of all potential program participants, the focus of the Board of Directors has been to focus on emerging technology and professional service businesses. For the purposes of Technology Village, emerging technology is defined as any technology product or service that is currently developing or will be developed that may be commercialized and has the ability to alter a business or social environment. The board feels emerging technology businesses provide the greatest opportunity to positively impact the community and assist with high quality job growth. By focusing on emerging technology and professional services, the board feels confident in its ability to Technology Village Business Plan – Phase II .4 Page 9 create a collaborative environment where complimentary businesses can work together and share information and resources to fully capture the business accelerator concept and provide the greatest opportunity for program success. The Phase II.4 program focus will continue to be on emerging technology and professional service businesses; however, program expansion into alternate office locations in the community and throughout Scott County will allow the Technology Village Board, EDA and CDA to provide Technology Village services to non-tech companies with high growth and high employment potential. The city hall office space is proposed to be reserved for tech related companies while other businesses with a focus on other industries will be able to take advantage of this program at an alternate office location in Prior Lake or elsewhere in Scott County. Due to space restrictions, funding limitations, limited staff availability and board mentoring time, the board cannot possibly approve each and every program application. The board has and will continue to work to maximize the funding provided by the EDA to support those businesses that, in the board’s judgment, have the greatest opportunity for success and job creation. The ability of a potential program participant to demonstrate their business will most likely achieve the goals of job creation and community investment and therefore address the most pressing public purpose will be the primary factor in determining whether a business is accepted into the Technology Village program. 9.1 PROGRAM PARTICIPANTS Below is a list of current program participants. Technology Village has six existing program participants. The current Technology Village floor plan with program participant spaces identified is attached as Appendix A for reference. design a tivity design a tivity, llc is a graduate participant who has been involved with the Technology Village program since January 1, 2013. design a tivity is a single employee graphic design studio who previously leased office space within city hall and has since graduated from the program and is now located within a private office space in Prior Lake. design a tivity’s areas of expertise includes website development, logos, brand identity, product literature and brochures, invitations, advertising, publications, packaging and product design & development. Although design a tivity has graduated from the program, the business is still considered a program participant and has remained very involved with the Technology Village program. Innovative Computer Professionals Innovative Computer Professionals (ICP) is a graduate participant who has been involved in the Technology Village program since March 1, 2013. ICP occupies 3,587 square feet of privately owned office space in the Village Commerce office building. ICP provides consulting services and solutions to the ATM (Automated Teller Machine) and POS (Point-of-Sale) industry with specialization in gaming, card encoding/embossing, ATM/POS host systems, and PCI DSS compliance. SWot (Virtual Participant) SWot is a Prior Lake company that was spun off from Innovative Computer Professiona ls (ICP) in November 2016. SWot provides consulting services and business solutions focused on Trust Accounting and Time Management Cloud based software. Technology Village Business Plan – Phase II .4 Page 10 Local Vibe LLC Local Vibe LLC leases 246 square feet of office space and has been a Technology Village program participant since October 1, 2014. Local Vibe is in early stage development of a real time, location based marketing app. The app will provide real time information for local deals, specials and events that are happening in that community. etaKnowledge LLC (Virtual Participant) etaKnowledge is a Virtual program participant who has been involved with the Technology Village program since March 1, 2015. The founders of etaKnowledge, LLC have over 100 years of combined experience delivering mission critical real-time systems in large complex environments. Their solutions provide common situational awareness for increasing business knowledge and allowing optimization of operations across the enterprise for maximum return on investment. etaKnowledge applies proprietary algorithms to business data, turning that data into knowledge and improving outcomes for all stakeholders in all roles. Willwerks, Inc. Willwerks, Inc. was formed in 2001 to provide custom application and database solutions. Willwerks has developed numerous solutions for customers around the world ranging from Data synchronization, shipment management, Mfg. Quality Assurance, E-Commerce, intranet web portals, extranet web portals, internet web portals and on and on. 9.2 PROGRAM PARTICIPANT SUCCESS RATE A study done by Inc. magazine and the National Business Incubator Association (NBIA) revealed that 80 percent of new businesses fail within the first five years. In contrast, NBIA member incubators have reported that 87 percent of all firms that have graduated from their incubators are still in business. So far, the Technology Village Business Accelerator success rate of 91.7% is similar to the other NBIA member incubators. As of Quarter 4, 2016, Technology Village has had twelve program participant businesses and eleven are still in business. 9.3 SELECTION CRITERIA Because Phase II of the Technology Village program has made the program available for high growth and high employment businesses, which may not meet the definition of emerging technology, it is very important to ensure all future program participants meet the selection criteria. Due to limited funding and limited space options, the Technology Village Board of Directors cannot accept every business into the program. To determine which business start-ups have a strong potential to succeed and create employment opportunities in the community and county, the following eligibility requirements were drafted after a review of best practices of existing incubator/accelerator organizations. • The applicant must be in the early stages of business development (first three years). Small companies involved in a significant change in direction or launching a new business product are also eligible to apply. • The applicant must be a for-profit business with growth potential. • The applicant must demonstrate a strong market for products and services. • The applicant must have potential for positive economic impact on the community through: o A technology, product, or service deemed to have a high marketplace potential. o A potential for company growth and the associated creation of desirable jobs within Prior Lake or surrounding Scott County communities. Technology Village Business Plan – Phase II .4 Page 11 • The applicant must have a product or service that may be commercialized within the time set forth in the lease agreement. • The applicant must plan to remain headquartered within the City of Prior Lake. • The applicant must have a written description of the business or a draft business plan. • The applicant must show the ability to pay rent while they develop positive cash flow. • The applicant must be willing to accept advice and guidance from the Technology Village Board of Directors. • The applicant business must be willing to take advice from the professional network and/or the Executive Director. • The applicant must desire to take advantage of and be able to benefit from the value-added services and guidance provided through the Technology Village program. 10.0 ORGANIZATION & MANAGEMENT Technology Village is a publicly sponsored business accelerator with its initial funding provided by the City of Prior Lake Economic Development Authority (EDA). The program is now primarily funded by rental revenues; however, the EDA and the Scott County Community Development Agency (CDA), through the Scott County First Stop Shop (FSS), provide staffing support. The organizational structure of Technology Village includes the Prior Lake Economic Development Authority, Technology Village Board of Directors, the City of Prior Lake Community & Economic Development Director who serves as the Technology Village Executive Director and City of Prior Lake and Scott County CDA First Stop Shop staff support. The Executive Director implements the goals of the organization and manages the day to day activities with the assistance of City of Prior Lake and Scott County CDA/FSS staff. The Board of Directors acts in an advisory capacity to the EDA and advises on matters related to Technology Village. The duties and responsibilities of the board include: • Plan and formulate policy to guide the programming and direction of the Technology Village program; • Assist in the hiring of the Executive Director position, when required; • Assist in screening prospective accelerator clients; • Ensure the overall financial viability of the program; • Serve as a liaison between city government and the community; and • In conjunction with EDA members or city staff, introduce potential or new business representatives to others in the commercial community. 10.1 BOARD OF DIRECTORS The Board of Directors consists of individuals that share the vision of Technology Village as an economic development initiative and who are able to provide expertise that will help fulfill the program’s mission. The board has been instrumental in promoting Technology Village in the community and generating awareness and understanding of the Technology Village program as an important economic development tool for the City of Prior Lake and surrounding Scott County communities. The members have provided network connections and assistance to the Executive Director in creating networks to professional resources that support the success of Technology Village businesses. Below is a list of the Technology Village Board of Directors: Technology Village Business Plan – Phase II .4 Page 12 Gerry Hughes, Chair With more than 30 years of Healthcare experience, Gerry is a proven and successful professional services leader within the business software industry with such well-known companies Lawson Software/Infor, Oracle, and Healthland. Through direct efforts related to professional consulting service contracts, product sales support, project implementation leadership and oversight, Gerry is known for being a strategist and passionate leader who understands the importance of a goal driven organization to meet operational objectives and maximize organic growth. Gerry is an innovative thinker adept at identifying client and company business needs, making decisions, problem solving, mentoring and initiating company culture change. Dan Stratton, Vice Chair Dan is the President of a private real estate investment company and served as the Land Manager for the Shakopee Mdewakanton Sioux Community (SMSC). Dan’s duties for the SMSC included conducting real estate negotiations and transactions, managing commercial and residential rental properties and other development initiatives. Dan’s experience has allowed him to build relationships in many industries, including health care brokerages, IT development, phone and voice services, etc. Dan is very excited to be involved in the formation and growth of new businesses in Prior Lake and watch that growth benefit the community. Adam Proehl Adam is a partner at NordicClick Interactive, a cutting-edge Twin Cities Digital Marketing agency. Adam was instrumental in building this 18-person multi-million-dollar agency from the ground up and he understands what it takes to make a young company succeed. With a background in marketing and an established network of industry peers, executives, service providers and investors, Adam is an invaluable resource for the Technology Village program. Adam loves seeing individuals who put their soul into their business dream and working with them to grow their technology start-up companies. Adam has spoken at several industry conferences over the last few years including SES, Pubcon, OMS, B2B, eMetrics, and DMA. He is also an instructor at the Online Marketing Institute and the University of San Francisco. Lori Frank Lori currently serves as the CEO of Argos Risk, an online credit risk management business based in Edina, Minnesota. With over 25 years of executive management experience in the areas of technology and finance, Lori is a visionary leader who has led several start-up companies into market dominance. She has served as CEO of both public and private companies over her tenure and thrives in diverse and challenging enterprises that need a focused, motivated leader. Patrick Stroh Patrick is president of Mercury Business Advisors providing management advisory services in business strategy, innovation and risk management and is author of Business Strategy; Plan, Execute, Win! and Advancing Innovation; Galvanizing, Enabling and Measuring for Innovation Value! Patrick serves on three boards of directors including: global director for the Institute of Management Accountants who serve 80,000 finance professionals worldwide; Technology Village, a business incubator in Prior Lake, and Vail Place, a Minneapolis based agency supporting those with mental illness. Patrick was appointed in 2014 to serve on the COSO Advisory Board to review the update of the 2004 COSO Enterprise Risk Framework. Prior to consulting, he most recently held positions within UnitedHealth Group, including chief strategy & innovation officer, client experience officer, and president consumer health products. Patrick also writes a column entitled Innovation Elixir® for the American City Business Journals Technology Village Business Plan – Phase II .4 Page 13 covering 43 metro markets across the U.S., is an active member of Rotary Club and is a classically trained chef having studied at Le Cordon Bleu in Minneapolis. Sarah Jones Sarah has spent most her career in Healthcare technology, and participated in the successful sale of a healthcare technology startup. She currently serves as the Director of Client Success for GreatCall, the leader in connected health for active aging. Her previous experience offers an understanding of how startups work and the challenges they face every day. Sarah is passionate about making Prior Lake an even better place to live and brings a fresh, on-the-ground point of view to the Technology Village Board and pragmatic, strategic guidance to Technology Village program participants. Zach Braid Zach is an entrepreneur, investor, and owner of numerous businesses within Prior Lake and the greater Twin Cities. Zach’s business interests are in a variety of industries including; fitness, indoor air quality and environmental services, real estate investing, and franchising. Previously he served on the sales advisory committee at AT&T which is reserved for only the top 1% of sales representatives in the company. He has also been recognized at other Fortune 500 companies for sales achievement and contract negotiations. Zach is an advisor to businesses and startup companies and serves as a board member for several companies including a non-profit. Zach was recently elected to Prior Lake’s City Council in 2017 and serves as a commissioner on Prior Lake’s Economic Development Authority. David Rech, Advisory Board Member Dave has spent over 30 years as an executive in the technology sector focused on selling to the masses. He presently owns his own consulting firm and is actively involved in real estate development and sales. Previously he’s held global executive management positions with The Walt Disney Company, Twentieth Century Fox, Digital River and Globalware Solutions as well as multiple distribution companies. Dave was born and raised in New Prague, MN and his family have been residents of Prior Lake for over 13 years, they also spent 10 years in California. As a member of the board Dave brings sales, marketing, ecommerce, contract management, coaching and SaaS experience to the mix. Dan Rogness, Executive Director Dan is the Executive Director of Technology Village as well as the Community & Economic Director for the City of Prior Lake. Dan manages the day to day operations of Technology Village and fills an important role as a conduit to the Economic Development Authority. 10.2 ADVISORY BOARD In 2015 the Technology Village Board of Directors established an Advisory Board, which currently includes one member, David Rech, who works with the Board of Directors to advise and mentor program participants. The Technology Village board will be exploring opportunities to expand the Advisory Board in 2017. The current Technology Village Bylaws prohibit any official to take action or make a decision that would substantially affect the official’s financial interests or those of an associated business, unless the effect on the official is no greater than on other members of the official’s business classification, profession or occupation. The Bylaws further require that all members of the Board of Directors be either Prior Lake residents or be affiliated with a business located within the City of Prior Lake. The Technology Village Board feels there may be an opportunity to capitalize on the experience and expertise of non-Prior Lake residents or those who may wish to invest in or partner with a current or Technology Village Business Plan – Phase II .4 Page 14 future program participant. The Advisory Board will be ex-officio, non-voting members who may not meet the requirements to be a member of the Board of Directors but whose skills would make them a valuable asset to the Technology Village board and its program participants. 10.3 SERVICE PROVIDERS / TECHNOLOGY VILLAGE PARTNERS The Technology Village Board of Directors has established partnerships with Integra Telecom and the Prior Lake Chamber of Commerce who provide their services at a reduced rate to Technology Village program participants. The board made efforts to expand this network of service providers in 2016 to include accounting, legal, human resources, financial, and other local professionals and institutions who will offer their services at a free or reduced rate to program participants. The board will work to expand this network in 2017 which will be a key initiative of the Scott County CDA/FSS support position. An established network of service providers will help create awareness of the Technology Village program throughout the community and county and will provide the necessary services that are needed to ensure the success of our program participants. The Technology Village Board of Directors will continue to enhance its relationships with the existing service providers and organizations such as Scott County, [which includes Open to Business, First Stop Shop and Economic Gardening], SMSC, SCORE and the Prior Lake Area Chamber of Commerce. 11.0 CITY HALL RENTAL RATES The Technology Village Board of Directors has eliminated the escalating rent structure for rental space within the city hall location in favor of a flat $10.00 per square foot lease rate. The rental reimbursement for office space outside of city hall will continue to be available, as it has in the past, which decreases over a three-year term to allow the program participant pay a larger share of their operating costs as their business grows. Previously, program participants paid an escalating rent payment over the lease term and the payment received was used to subsidize Technology Village program operations. For example, the Board of Directors had established a standard market lease rate of $15 per square foot for the hard-walled office area; however, a business was only required to pay $5 per square foot for the first year, $10 per square foot for the second year, followed by $15 per square foot during the third year of the lease term. Per the recommendations in the Technology Village Analysis and Expansion Plan, completed by Greenwood Consulting Group, Inc., the Technology Village board chose to eliminate the escalating rent structure in favor of a flat $10.00 per square foot lease rate. In addition to the eliminating the escalating rental rate, the Greenwood Consulting Group also recommended, and the Technology Village Board of Directors and EDA approved, the elimination of the ‘Equity Investment’ recapture language included in the Lease Agreement. The original Technology Village Lase Agreement identified an estimated value of $18.19 per square foot for program costs paid for or provided by the City of Prior Lake. These services, which are provided at no cost to program participants and were detailed in each lease agreement included; program management, city staff time, office equipment, furnishings, property insurance, janitorial service, grounds maintenance, snow removal, common area building maintenance, equipment maintenance, trash removal and payment o f utilities including gas, electric, sewer and water. The original lease agreement required repayment of any deferred rent and this equity investment in the event the program participant relocated outside of Prior Lake or Scott County prior to or upon graduation. This equity investment recapture language has been removed from the lease. Technology Village Business Plan – Phase II .4 Page 15 12.0 2017 OPERATING BUDGET Below is the estimated operating budget for 2017 Technology Village operations. Annual rental revenue for the Technology Village program participants within city hall and virtual participant monthly fees is estimated to be $8,500 in 2017. These anticipated revenues will be used to subsidize the costs for Technology Village operations. 13.0 PROJECTED PROGRAM DEMAND It is very difficult to estimate the program’s financial needs in 2017 because it is not known how many program participants will be accepted into the program, when they will be accepted, their space needs or number of employees per organization. For the purpose of these b udget assumptions, the board anticipates the current physical and virtual participants will remain in the program throughout 2017. In addition, the board anticipates two new Technology Village program participants will be identified for the city hall office space and one new virtual participant will be identified in 2017. The board will first attempt to find available office space within the city hall location, which would not require a rental reimbursement. If space is not available, or suitable, in the city hall location then office space within the community will be used, which will require a rental reimbursement. The Technology Village board did not assume any rental reimbursement in the 2017 budget. If additional businesses are identified for the program resulting in an increase in the allocated funding amount, the board will request EDA approval and funding allocation (if needed) prior to entering into additional program participation contracts. Phase II program participants are only eligible to receive a rental reimbursement during their first twenty-four months of program participation. The Technology Village Board of Directors may consider rental reimbursements for Phase I (city hall) program participants who increase employment in Prior Lake and move to a Phase II private office space. 2014 2015 2016 2017 Budget Budget Budget Budget Revenues / Sources: Charges for Services 33010 Property Taxes 31,315 34,000 17,650 1,000 Intergovernmental Revenues 34760 Incubator Leases 7,185 6,000 10,000 8,500 Total Revenues / Sources 38,500$ 40,000$ 27,650$ 9,500$ Expenditures / Uses: 46503 Technology Village Incubator 201 Office Supplies 500 500 500 250 304 Legal Fees - - - 500 309 Software Design - - - - 321 Communications 2,500 5,000 5,000 2,000 433 Dues & Subscriptions 2,500 2,500 2,500 1,000 437 Miscellaneous 2,500 2,500 2,500 500 520 Building & Structures 1,500 - - - 560 Furniture & Fixtures - 1,500 1,000 - 580 General Equipment 4,000 1,500 1,000 500 xxx Business Assistance 3,000 3,000 3,000 2,500 xxx Rent Subsidies 22,000 23,500 12,150 2,250 Total Expenditures / Uses 38,500$ 40,000$ 27,650$ 9,500$ Technology Village Business Plan – Phase II .4 Page 16 14.0 STAFFING PLAN To this point, Phase I and Phase II staffing has been accomplished with existing City of Prior Lake staff and the Technology Village Board of Directors, who have taken a hands-on approach to assist in the program’s staffing needs. Dan Rogness, Community and Economic Development Director for the City of Prior Lake has been serving as the Technology Village Ex ecutive Director. The Executive Director is assisted by Prior Lake Community Development staff and existing City of Prior Lake support staff. Additionally, members of the Board of Directors have taken a hands-on approach to assist in the program’s staffing needs. The Executive Director and city staff, along with members of the board, have coordinated and provided services to program participants, cultivated resource networks, managed facility development, and managed ongoing operations. The original Technology Village Business Plan anticipated the hiring of a full-time Executive Director with Phase II development due to subsequent increases in staffing hours, increases in workload, and additional funding availability. Based on the Greenwood Consulting Group Phase III Analysis and findings report, the Phase II.3 Business Plan recommended the hiring of a part-time Executive Director to manage the operations of the accelerator, provide direct business assistance to program participants, establish a network of service providers and program sponsors, and continue to grow and expand the reach of the program. The Scott County CDA has hired a full-time Business Development Specialist for the First Stop Shop, who will dedicate up to one-half of her time to exploring opportunities for business accelerator program expansion throughout Scott County and assisting in the day-to-day operations of the Technology Village program. This CDA position, which was previously part-time and not involved with the Technology Village program, will be a valuable resource to advance the accelerator program forward in Scott County. The City of Prior Lake has also approved a lease agreement with the Scott County CDA to office two First Stop Shop employees within the Technology Village office space. This will be an added locational benefit for program participants who will be working closely with the newly hired FSS Business Development Specialist. 15.0 MARKETING FORECAST The goal of the Technology Village Board of Directors is to fill and maintain the city hall Technology Village office space while establishing a pipeline of applicants for future program participation. The proposed 2017 Operating Budget includes $2,000 for communications. These funds will be used to advertise the Technology Village program and space availability, make improvements to the existing Technology Village website, develop printed promotional materials and sponsor business and entrepreneur events which promote the program to potential participants and provide an educational component to the Technology Village program. 16.0 MICROENTERPRISE LOANS The City of Prior Lake Economic Development Revolving Loan Fund Guidelines, adopted on May 7, 2012, allow microenterprise loans to be provided to eligible Technology Village program participants. A microenterprise is defined as a commercial enterprise that has five (5) or fewer employees, one or more of whom owns the enterprise. The available revolving loan funds consist of federal and state funds capitalized through funding made available to the City of Prior Lake from the Minnesota Department of Employment and Economic Technology Village Business Plan – Phase II .4 Page 17 Development. Federal funds are subject to the rules and regulations established by the U.S. Department of Housing and Urban Development (HUD) for the State of Minnesota Community Development Block Grant (CDBG). When using federal funds, national objectives and other program requirements must be met as identified in the federal HUD program requirements for Small Cities CDBG. The Revolving Loan Fund guidelines allow microenterprise/business accelerator businesses to be eligible for both low-interest and deferred loans. The EDA, not the Technology Village Board of Directors, will review all Technology Village microenterprise loan requests and determine the terms of the loan. Deferred loans are provided at an interest rate of zero (0) percent and the loan principal repayment shall be deferred based on conditions established for each business. For example, microenterprise/incubator deferred loans may not have to be repaid until three (3) years from the date of assistance. Incentives could also include partial/full loan forgiveness based on the business meeting certain thresholds. Principal collected from loan repayments will be returned to the revolving loan fund for relending. The maximum amount of a microenterprise loan shall be $10,000.00 and the minimum amount shall be $2,000.00. Operating costs and working capital are not eligible loan costs. 17.0 VALUE OF A JOB The Technology Village Board of Directors has attempted to evaluate the economic impact a new technology related job in Prior Lake will have on the community and throughout Scott County. The board used a paper titled, Measuring How Much Economic Change Will Mean to Your Community by Dr. Michael L. Walden, Professor and Extension Economist, Department of Agricultural and Resource Economics at North Carolina State University, as a reference to estimate the economic impact of a new technology related job in Prior Lake. The table below shows an income multiplier, which is essentially the number of times money earned and spent within a local economy circulates through the economy, to estimate of the impact of twenty-eight new technology related jobs at an estimated $50 per hour and a conservative leakage rate of 75%. =$2,912,000.00 $2,912,000.00 X 25%=$728,000.00 $728,000.00 X 25%=$182,000.00 $182,000.00 X 25%=$45,500.00 $45,500.00 X 25%=$11,375.00 $11,375.00 X 25%=$2,843.75 $2,843.75 X 25%=$710.94 $710.94 X 25%=$177.73 $177.73 X 25%=$44.43 $44.43 X 25%=$11.10 $11.10 X 25%=$2.78 $2.78 X 25%=$0.69 $0.69 X 25%=$0.17 $0.17 X 25%=$0.04 $0.04 X 25%=$0.01 Total $970,666.64 $970,666.64 / 28 jobs = $34,666.67 per job Technology Village Estimate 75% "Leakage" Example 28 jobs @ $50/hour Direct Earnings Technology Village Business Plan – Phase II .4 Page 18 APPENDIX A Technology Village Floor Plan (as of 01/01/2017) Technology Village Business Plan – Phase II .4 Page 19 APPENDIX B Sample Phase II Rent Scenarios for office space located outside of Prior Lake City Hall Example Scenario 1: Program participant leases a 200-square foot office in a private building at a gross rental rate of $19 per square foot. Because two-thirds of the gross lease rate is in excess of $12/SF, the EDA will reimburse at the rate of $12 per square foot. EDA reimbursements will be paid to program participants on a quarterly basis after the Executive Director verifies rent payments for the previous quarter have been paid in full. First Year • 200 SF X $19 = annual lease rate of $3,800; monthly lease rate of $316.67. • EDA would reimburse $12 X 200 SF = annual reimbursement of $2,400; monthly reimbursement of $200. • Program participant would be responsible for the annual lease rat e balance of $1,400; monthly lease rate balance of $116.67. Second Year • 200 SF X $19 = annual lease rate of $3,800; monthly lease rate of $316.67. • EDA would reimburse $6 X 200 SF = annual reimbursement of $1,200; monthly reimbursement of $100. • Program participant would be responsible for the annual lease rate balance of $2,600; monthly lease rate balance of $216.67. Third Year • 200 SF X $19 = annual lease rate of $3,800; monthly lease rate of $316.67. • EDA would not reimburse lease rates during the third year. • Program participant would be responsible for the annual lease rate of $3,800; monthly lease rate of $316.67. Total EDA contribution = $3,600 Total program participant contribution = $7,800 Example Scenario 2: Program participant leases a 125-square foot office in a private building at a gross rental rate of $15 per square foot. Because two-thirds of the gross lease rate is less than $12/SF, the EDA will reimburse two -thirds of the gross lease rate. EDA reimbursements will be paid to program participants on a quarterly basis after the Executive Director verifies rent payments for the previous quarter have been paid in full. First Year • 125 SF X $15 = annual lease rate of $1,875; monthly lease rate of $156.25. • EDA would reimburse two-thirds of the gross rental rate ($10/SF) X 125 SF = annual reimbursement of $1,250; monthly reimbursement of $104.17. • Program participant would be responsible for the annual lease rate balance of $625; monthly le ase rate balance of $52.08. Second Year • 125 SF X $15 = annual lease rate of $1,875; monthly lease rate of $156.25. • EDA would reimburse one-third of the gross rental rate ($5/SF) X 125 SF = annual reimbursement of $625; monthly reimbursement of $52.08. • Program participant would be responsible for the annual lease rate balance of $1,250; monthly lease rate balance of $104.17. Third Year • 125 SF X $15 = annual lease rate of $1,875; monthly lease rate of $156.25. • EDA would not reimburse lease rates during the third year. • Program participant would be responsible for the annual lease rate of $1,875; monthly lease rate of $156.25. Total EDA contribution = $1,875 Total program participant contribution = $3,750 Technology Village Business Plan – Phase II .4 Page 20 Example Scenario 3: Program participant has a total of two employees and leases a 400-square foot office in a private building at a gross rental rate of $18 per square foot. Because two -thirds of the gross lease rate is in excess of $12/SF, the EDA will reimburse at the rate of $12 per square foot. EDA reimbursements will be paid to program participants on a quarterly basis after the Executive Director verifies rent payments for the previous quarter have been paid in full. First Year • 400 SF X $18 = annual lease rate of $7,200; monthly lease rate of $600. • EDA would reimburse $12 X 300 SF (150SF/employee) = annual reimbursement of $3,600; monthly reimbursement of $300. • Program participant would be responsible for the annual lease rate balance of $3,600; monthly lease rate balance of $300. Second Year • 400 SF X $18 = annual lease rate of $7,200; monthly lease rate of $600. • EDA would reimburse $6 X 300 SF (150SF/employee) = annual reimbursement of $1,800; monthly reimbursement of $150. • Program participant would be responsible for the annual lease rate balance of $5,400; monthly lease rate balance of $450. Third Year • 400 SF X $18 = annual lease rate of $7,200; monthly lease rate of $600. • EDA would not reimburse lease rates during the third year. • Program participant would be responsible for the annual lease rate of $7,200; monthly lease rate of $600. Total EDA contribution = $5,400 Total program participant contribution = $16,200 Example Scenario 4: Program participant has a total of two employees and leases a 300-square foot office in a private building at a gross rental rate of $15 per square foot. Because two-thirds of the gross lease rate is less than $12/SF, the EDA will reimburse two-thirds of the gross lease rate. EDA reimbursements will be paid to progr am participants on a quarterly basis after the Executive Director verifies rent payments for the previous quarter have been paid in full. First Year • 300 SF X $15 = annual lease rate of $4,500; monthly lease rate of $375. • EDA would reimburse two-thirds of the gross rental rate ($10/SF) X 300 SF = annual reimbursement of $3,000; monthly reimbursement of $250. • Program participant would be responsible for the annual lease rate balance of $1,500; monthly lease rate balance of $125. Second Year • 300 SF X $15 = annual lease rate of $4,500; monthly lease rate of $375. • EDA would reimburse one-third of the gross rental rate ($5/SF) X 300 SF = annual reimbursement of $1,500; monthly reimbursement of $125. • Program participant would be responsible for the annua l lease rate balance of $3,000; monthly lease rate balance of $250. Third Year • 300 SF X $15 = annual lease rate of $4,500; monthly lease rate of $375. • EDA would not reimburse lease rates during the third year. • Program participant would be responsible for the annual lease rate of $4,500; monthly lease rate of $375. Total EDA contribution = $4,500 Total program participant contribution = $9,000 4646 Dakota Street SE Prior Lake, MN 55372 ECONOMIC DEVELOPMENT AUTHORITY AGENDA REPORT MEETING DATE: April 17, 2017 AGENDA #: 9A PREPARED BY: Dan Rogness, Community & Economic Development Director AGENDA ITEM: APPOINTMENT OF ASSISTANT TREASURER DISCUSSION: Introduction Article 5.1 of the EDA Bylaws state that the officers of the EDA shall be elected at the first meeting of the year. Officers include President, Vice-President, Treasurer, Secretary, and Assistant Treasurer. History The EDA elected officers for 2017 at their first meeting of the year on January 25th. Current Circumstances Community Development Director Rogness was elected as the Assistant Treas- urer at the January 25th meeting and has since left his employment with the City of Prior Lake, leaving a vacant Assistant Treasurer position on the EDA. Conclusion All EDA Commissioners are eligible to become Assistant Treasurer for 2017. The EDA Bylaws provide that the city’s Finance Director be designated as the Treas- urer, and the bylaws further allow non-commissioners to hold the officer positions of Secretary and Assistant Treasurer. In previous years, City Manager / EDA Ex- ecutive Director Boyles has been elected the Secretary and Community Develop- ment Director Rogness has been elected Assistant Treasurer. FINANCIAL IMPACT: None ALTERNATIVES: 1. Motion and second to elect the EDA Assistant Treasurer for 2017. 2. Table the election. RECOMMENDED MOTION: 1. Alternative #1.