Loading...
HomeMy WebLinkAbout05 22 2017 Joint EDA Work Session Report Phone 952.447.9800 / Fax 952.447.4245 / www.cityofpriorlake.com 4646 Dakota Street SE Prior Lake, MN 55372 CITY COUNCIL WORK SESSION REPORT MEETING DATE: MAY 22, 2017 AGENDA #: A PREPARED BY: CASEY MCCABE, COMMUNITY DEVELOPMENT DIRECTOR PRESENTED BY: DAVE CHROMY, EDA PRESIDENT CASEY MCCABE AGENDA ITEM: JOINT MEETING WITH THE EDA INTRODUCTION: Both the City Council and EDA had shared interest in a joint meeting to discuss the city’s philosophy related to the use of incentives, including: Tax Increment Financing and Tax Abatement, which are the two most widely used tools for facilitating economic development and redevelopment for cities. The City of Prior Lake has recently received, and will continue to receive, requests for incentives to assist with development or redevelopment costs. This work session will provide an opportunity for the City Council and EDA to review the different incentive programs available and discuss what role, if any, the City of Prior Lake should play in assisting specific commercial or residential projects in the community. TOPICS: The EDA has prepared the following agenda topics to guide the conversation. 1. EDA Goals (Attachment 1) a. Review and Discuss the Revised 2017 EDA Goals 2. Five Commercial Areas of Prior Lake (Attachment 2) 3. Business Incentives Discussion a. Business Subsidies Policy (Attachment 3) i. Wage and Employment Goals b. Business Incentives Report (Attachment 4) i. Available Incentives in ‘Tool Box’ ii. Prior Lake’s Historical Use and Status of Business Incentives c. Business Incentives Discussion CONCLUSION: Following a review of the available business subsidy and incentive programs, it would be helpful to staff and to potential customers for the City Council and EDA to identify the specific incentive programs that will be supported by the City of Prior Lake and which types of development and redevelopment projects the city would consider using these assistance programs. 2 ATTACHMENTS: Developers and redevelopers prefer a swift no to a prolonged maybe followed by a no. They also would prefer not to pay the city’s $5,000 to $10,000 application fees only to learn the city will ultimately not support their proposed project. The City of Prior Lake has a reputation for being conservative in the amount of incentive it will consider and the number of years for pay back. We have authorized ‘pay-as-you-go TIF’ almost exclusively which places the risk on the developer rather than taxpayer. Of late, councilors have expressed an interest in getting more commercial development in Prior Lake. There is competition for these developments with other cities who are offering incentives as well, so our approach to incentives should be considered with this in mind. 1. Revised EDA Goals 2. Prior Lake Commercial Areas 3. Business Subsidies Policy 4. Business Incentives Report 2017 EDA Goals The EDA adopted the following 2017 goals during their November 21, 2016 meeting, which were approved by the City Council on January 9, 2017. 1. Continue to guide the Economic Development Advisory Committee and support the Technology Village Board of Directors as they implement the recommendations of the Technology Village program analysis and expansion plans, including expansion opportunities within Scott County. 2. 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. 3. 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 development. The EDA approved the following 2017 revised goals during their May 15, 2017 meeting. 1. Continue to guide the Economic Development Advisory Committee and support the Technology Village Board of Directors as they implement the recommendations of the Technology Village program analysis and expansion plans, including expansion opportunities within Scott County. 2. Make recommendations and provide strong input to the Prior Lake City Council and Scott County Board related to proposed improvements to the CH21 road corridor, specifically CH82 to Franklin Trail, as it relates to potential impacts or benefits on economic development and redevelopment activities. 3. Establish a process and plan to target resources for economic opportunities that provide significant benefits to Prior Lake, including those that may include property acquisition and direct support to commercial and industrial development. Provide a graphic showing the city owned downtown properties and their usefulness for economic development and redevelopment activities and identify additional properties for strategic acquisition within the five commercial areas identified by the EDAC; including: Deerfield/Welcome; Downtown; Commerce Avenue; Gateway; and South Lake Village. 4. Conduct a meeting with the Scott County CDA First Stop Shop for the purpose of identifying reciprocal goals. 5. Conduct an annual meeting with the Scott County CDA First Stop Shop, the Prior Lake City Council and the Prior Lake Planning Commission. The City Council will be asked to approve the revised goals during an upcoming council meeting. Downtown Area Deerfield Business Park / Welcome Avenue Industrial Area Commerce Avenue / Fountain Hills Area Village Commerce / South Lake Village Area Gateway Area City of Prior Lake Business Incentives Report Prepared By: City of Prior Lake Community Development Department May 2017 Prepared For: City of Prior Lake City Council City of Prior Lake Economic Development Authority 4646 DAKOTA STREET SE PRIOR LAKE, MN 55372 952-447-9815 cmccabe@cityofpriorlake.com 1 | P a g e INTRODUCTION This report was prepared by the City of Prior Lake Community Development Department. The information within this report is intended to provide the City Council , Economic Development Authority (EDA) and Prior Lake residents with a summary of available economic development programs and the amount of incentive provided by the City of Prior Lake. To provide greater transparency and increase community awareness of available programs and incentives, this report provides a detailed status of the currently active incentives and includes a general overview of historical incentives. OVERVIEW OF ECONOMIC DEVELOPMENT INCENTIVES The fundamental purpose of providing business subsidies in the City of Prior Lake is to encourage desirable development or redevelopment that may not otherwise occur; not to enhance the return on investment for individual projects. It is the policy of the City of Prior Lake to provide subsidies and incentives in the most limited fashion possible to assure that the project will proceed. The City reserves the right to approve or reject projects on a case-by-case basis, taking into account established policies, specific project criteria and demand on city services in relation to the potential benefits to be achieved from a proposed project. This process is inherently subjective and whether a project receives a business subsidy or not may be as much a function of the City’s budget as the merit of the project. While it is recognized that the creation of good paying jobs is a desirable goal that benefits the city, it must also be recognized that not all projects assisted with business subsidies derive their public purposes solely by virtue of job creation. The City believes that each economic development opportunity offers its own unique benefit to the city, whether it be retail, commercial or industrial in nature. These benefits may be in the form of added tax base, new or retained jobs and higher incomes, overall investment in the area, business diversification and/or increased economic activity and vitality. It is the desire of the City to promote job creation, redevelopment and investment as well as to expand the city’s tax base and diversify the city’s industrial, commercial and retail base. DEFINITION OF “BUSINESS SUBSIDY” The following types of assistance are defined as a “business subsidy” within the Minnesota Business Subsidy Law: ➢ A state or local government agency grant; ➢ Contribution of personal property, real property, or infrastructure; ➢ The principal amount of a loan at rates below those commercially available to the recipient; ➢ Any reduction or deferral of any tax or fee; ➢ Any guarantee of any payment under any loan, lease, or other obligation; or ➢ Any preferential use of government facilities given to a business. 2 | P a g e PUBLIC PURPOSE OBJECTIVES OF BUSINESS SUBSIDIES In accordance with the MN Business Subsidy Law, the City considers using business subsidies to assist private development projects in an attempt to achieve one or more of the following public purpose objectives: ➢ To retain local jobs and/or increase the number and diversity of jobs that offer stable employment and/or attractive wages and benefits. ➢ To enhance and diversify the City of Prior Lake’s tax base. ➢ To encourage additional unsubsidized private development in the area, either directly or indirectly, through “spin-off” development. ➢ To achieve development on sites that may not be developed without business subsidies assistance. ➢ To remove blight and/or encourage development of commercial and industrial areas in the city that result in higher quality development or redevelopment and private investment. ➢ To offset increased costs of development for specific properties when the unique physical characteristics of the site may otherwise preclude private investment. GUIDELINES FOR COMMERCIAL / INDUSTRIAL BUSINESS SUBSIDIES ➢ Business subsidies will not be used for on-site retail or service business unless it is a redevelopment project that demonstrates that it will result in a substantial increase in tax base a nd/or a significant improvement in quality employment, or is eligible for a specific program (e.g. SAC/WAC Deferral). ➢ The project must be consistent with the City’s Comprehensive Plan, Land Use Plan and Zoning Ordinances. ➢ Projects that result in the retention of existing jobs that may be lost without the proposed development, or result in an increase and diversification in local jobs that may not otherwise occur without the proposed development will be strongly considered. ➢ If wage and job goals are required by the City, the City will determine such goals giving consideration to the particular form of the subsidy, nature of the development, the purpose of the subsidy, local economic conditions and similar factors. The recipient will have up to two years after the Benefit Date to meet the job and wage goals established by the City. The City's goal in this area is to assist in the creation of jobs at wage and benefit levels that will support families. The minimum wage for a job to be considered a new or retained job shall be established at 120% of the federal poverty level for a family of four, as determined annually by the U. S. Department of Health and Human Services ($14.19/hour in 2017), exclusive of benefits. Deviations less than the wage floor will be considered on a case-by-case basis and in accordance with the requirements of the MN Business Subsidy Law. In projects where a business subsidy provided by the City is secondary to a business subsidy provided by another granting agency, such as the State or federal government, the wage guidelines set by that agency shall be used. ➢ Business subsidies will not be given to commercial/industrial projects or applicants that have a history of inconsistent compliance with applicable environmental rules and regulations, or failure to comply with State and Federal Regulations regarding Equal Opportunity and Occupational Safety Standards. 3 | P a g e BUSINESS SUBSIDY POLICIES & GUIDELINES Community & Economic Development staff, along with the Economic Development Authority (EDA), Economic Development Advisory Committee (EDAC) and City Council, have been working to update/develop guidelines and policies related to financing or incentive programs. Examples include: ➢ City of Prior Lake Business Subsidies Policy Update. This policy establishes guidelines and criteria regarding the use of business subsidies, such as tax increment financing, tax abatement, loans and other business subsidies for private development projects within the City of Prior Lake. These guidelines and criteria are in addition to the requirements and limitations set forth by provisions of Minnesota Statute 116J.993 – 116J.995 (MN Business Subsidy Law). ➢ Adoption of a Local Business Incentives Policy. This policy establishes guidelines and criteria regarding the use of local business incentives that are not subject to the requirements and limitations set forth by provisions of Minnesota Statute 116J.993 – 116J.995 (MN Business Subsidy Law). ➢ Updates to the Economic Development Revolving Loan Fund Guidelines. These guidelines establish policies and procedures to regulate, coordinate and facilitate the workflow for underwriting new financing requests, servicing revolving loans and ensuring borrower compliance with loan terms and conditions; including regulations established by the U.S. Department of Housing and Urban Development for use of Federal funds. ➢ Development and annual updates of the Technology Village Business Accelerator Business Plan. The Technology Village Business Accelerator business plan helps guide the programming and direction of the Technology Village program as well as ensuring the overall financial viability of the business accelerator program. ➢ Creation of an EDA Business Plan. This business plan helps guide the Prior Lake Economic Development Authority as it develops and implements strategic initiatives. ➢ Updates to the City of Prior Lake Sewer and Water Fee Deferral Program Policy. This policy governs the use of two programs, including the Metropolitan Council’s “SAC Deferral Program” for certain sewer fees (Regional Program) and the City of Prior Lake’s “Payment of Permit Fees” for certain sewer and water fees (Local Program). The policy establishes procedures to regulate, coordinate and facilitate the approval of certain sewer and water fee deferrals for eligible businesses or properties. ➢ Creation of a Targeted Commercial Assistance Program. This program was created to encourage existing businesses to move to another Prior Lake location as a result of the demolition and redevelopment of the Gateway Center property. The three businesses who occupied the Gateway Center when the building was purchased for redevelopment were eligible to receive up to $20,000 to assist with relocation expenses. The funds were provided from the TIF 1 -1 account and were required to be matched one-to-one by the applicant. Repayment of the loan is deferred for a period of three years and then forgiven if the business remained in Prior Lake after 36 months. ➢ Creation of a Private Activity Revenue Bond Policy. Prior to the creation of this new policy in 2016, the City of Prior Lake had no formal application process or policy in place to guide the review of bond applications. The policy identifies the general requirements, types of projects which are eligible to apply, application fees, post -issuance compliance requirements of the applicant and the application process. The policy provides the city with complete discretion regarding whether to issue private activity bonds. 4 | P a g e AVAILABLE INCENTIVES Economic development incentives come in several forms to help facilitate development or redevelopment projects. A thorough evaluation of the project’s needs as compared to the eligibility requirements of various incentive programs helps determine which development assistance programs may, or may not, be utilized. The following economic development incentives are available for use by the Ci ty of Prior Lake for certain development projects. Not all incentives are available for each project and projects may be offered more than one incentive. The type and number of incentives is the sole discretion of the City of Prior Lake. Incentives are as follows: Tax Increment Financing – A development tool whereby the taxes generated by a development or redevelopment project are used to pay the costs of the project. Economic Development District – for new industrial expansion and job creation purposes (maximum duration 8 years). Redevelopment District – to redevelop or reuse previously developed land and/or buildings. Usually used for building code issues, base value purchase, demolition and/or infrastructure purposes (maximum duration 25 years). Soils District – used to make land with unstable soils usable for development. Also, used to address situations involving pollution (maximum duration 20 years). Housing District – used to develop affordable housing by acquiring land, buildings and or funding infrastructure (maximum duration 25 years). Economic Development Revolving Loan Fund – Provides gap financing through low interest loans to small and medium size businesses for a variety of economic development activities. DEED Loans/Grants – Numerous grant and loan programs are available from the Minnesota Department of Employment and Economic Development to assist with development and redevelopment projects. The city must serve as the applicant in partnership with a company or developer. Conduit Bonds – City issued revenue bonds on behalf of a private developer. These “conduit” borrowers agree to repay the issuer, who pays principal and interest on the securities from the revenues generated from a specific project or source. Liability for repayment of the bonds is solely that of the developer. Land Sale Write Downs – Land owned by the City, acquired either through purchase or through property tax default, may be sold at less than what an appraisal determines to be i ts estimated market value. This can be done either because of unique conditions on a site, such as soils, rock, pollution, wetland, or it can be done purely as an incentive. Special Assessment – The levying of a charge for public costs against property that has received a benefit from a project or activity. The special assessment becomes a part of the funding mechanism to defray the cost of the project. 5 | P a g e Commercial Property Leases – Commercial property owned by the City may be leased at less than market value. Business Accelerator Space Write Downs – Below market lease rates available to qualifying companies or program participants in city owned office space. Tax Abatement – Minnesota law authorizes political subdivisions to grant property tax abatements for a broad range of economic development purposes. Sewer and Water Fee Deferral Program – Deferral of a portion of certain Metropolitan Council sewer availability charge (SAC) fees and certain City of Prior Lake water fees for eligible commercial and residential properties. Targeted Commercial Assistance Program – Temporary program to encourage existing businesses to move to another Prior Lake location as a result of a redevelopment project at their previous location. Downtown Façade Improvement Program – Provided an economic incentive in the form of a one-to- one matching grant to encourage businesses to reinvest in buildings and facades in the downtown. USE OF INCENTIVES Below is a summary of the current and historical use of economic development incentives in the City of Prior Lake. Every effort was made to include all recent and currently active incentives granted by the City. References to the historical uses of incentives were provided for background; this list is not intended to be a complete list of all previous incentives granted by the City of Prior Lake. TAX INCREMENT FINANCING The City of Prior Lake has six active Tax Increment Financing (TIF) districts: TIF District Number 1-3 1-4 3-1 5-1 6-1 1-5 TIF District Name Lakefront Plaza River Valley Vet Clinic Creekside Commons Premiere Dance Shepherds Path Gateway Center District Type Redev. Ec. Dev. Housing Redev. Housing Housing TIF Plan Approval Date 12/14/2001 9/19/2011 12/17/2001 3/6/2006 6/26/2006 5/11/2015 Certification Date 3/29/2002 3/27/2012 3/29/2002 7/18/2006 7/18/2006 6/6/2016 Month/Year of First Increment June 2004 July 2013 June 2004 June 2009 June 2007 July 2017 Required Decertification Date 12/31/2029 12/31/2021 12/31/2029 12/31/2034 12/31/2032 12/31/2035 TIF Revenues Distributed by County $3,000,000 $81,000 $1,600,000 $330,000 $6,186,000 $2,270,000 Interest and Investment Earnings $0 $15,000 $0 $0 $0 $0 Total Estimated Increment Revenue $3,000,000 $96,000 $1,600,000 $330,000 $6,186,000 $2,270,000 Land/Building Acquisition $0 $0 $311,600 $200,000 $0 $0 Site Improvements/Preparation Costs $950,000 $87,900 $74,400 $25,000 $2,388,000 $0 Utilities $0 $0 $29,200 $0 $0 $0 Other Qualifying Improvements $665,000 $0 $41,600 $20,000 $0 $0 Construction of Affordable Housing $0 $0 $114,200 $0 $0 $1,637,000 Administrative Costs $70,000 $8,100 $160,000 $33,000 $640,000 $113,500 Estimated Tax Increment Project Costs $1,685,000 $96,000 $731,000 $278,000 $3,028,000 $1,750,500 Interest Expense $1,315,000 $0 $869,000 $52,000 $3,158,000 $517,000 Total Proj/Financing Costs Paid from Tax Inc. $3,000,000 $96,000 $1,600,000 $330,000 $6,186,000 $2,267,500 6 | P a g e The City Council approved retaining excess tax increment from an older downtown redevelopment district (No. 1-1), with approximately $200,000 retained. These funds may be used in certain targeted downtown redevelopment sites. In 2014, the City approved funds from this TIF account, in the amount of $140,500, for the acquisition of a single-family residential properties at 4664 Dakota Street SE. The Dakota Street property received a minor renovation for rental purposes and rental revenue received for the Dakota Street property ($825/month) is entered as revenue in this TIF account. The City of Prior Lake will have the option to continue to rent the property, remove the structure in the future for parking or redevelopment or sell the single family residential property. The city also used funds from TIF District 1-1 to fund a business retention loan program, which is summarized later in this report under Targeted Commercial Assistance Program. As of April 30, 2016, the TIF 1-1 fund had a balance of $96,670. Tax Increment Financing was used to facilitate the development of various motor vehicle repair and body shops near the intersection of Main Avenue, CH44 and TH13 in the 1980’s. In the early 1990’s, the City, through its EDA, purchased the 35 acre Adelmann Farm on CH21 betwee n Adelmann Dr. and Fish Point Rd. The purchase agreement allowed the city to purchase the property on a parcel by parcel basis. The initial properties that developed within the business park, approximately six, received pay-as-you-go TIF (economic development district), which was seen as a means of ‘jumpstarting’ this commercial/industrial area. The area around the original industrial park is still in the process of development. One of the properties within the original business park was sold to Norex for $1 as an incentive to keep them in the Prior Lake community. ECONOMIC DEVELOPMENT REVOLVING LOAN FUND The Economic Development Revolving Loan Fund was created to provide gap financing through low interest loans to businesses for a variety of economic development activities; primarily to assist in the attraction of new businesses and the expansion of existing businesses. The source of funding in the revolving loan fund is loan repayments received by the City of Prior Lake from previous state and federal loans provided to Prior Lake businesses, which are identified below under DEED Loans/Grants. The state and federal programs provided the initial funding with loan repayments made to the city for the purpose of relending to assist future projects. In 2016, the Prior Lake City Council approved a resolution authorizing a loan to Versatile Vehicles, Inc. in the amount of $95,000 from the State Revolving Loan Fund to assist Versatile Vehicles with the construction of a 58,000 SF building within the Deerfield Business Park. The loan funds will be forgiven based on specified job creation goals. Failure to create the required number of jobs will result in the loan funds, or a portion of the loan funds, being repaid to the city. As of April 30, 2017, the Federal Revolving Loan Fund had an available balance of $122,485 and the State Revolving Loan Fund has an available fund balance of $0. DEED LOANS/GRANTS The Minnesota Department of Employment and Economic Development (DEED) has programs in place to provide financial assistance to communities for the following types of projects: ➢ Business Development Funding - for projects likely to result in economic growth, stimulate business startups and expansions, create and retain jobs. 7 | P a g e ➢ Community Development Funding - to preserve or improve community vitality and economic growth, including residential and commercial redevelopment. ➢ Infrastructure Funding - for basic infrastructure, including drinking water, wastewater treatment, roads, housing and other public facilities. ➢ Site Cleanup and Redevelopment - to redevelop contaminated and blighted properties. The City of Prior Lake must serve as the grant/loan applicant in partnership with a company or developer. The City has no active loan or grant agreements with DEED; however, the City of Prior Lake has utilized these available programs in the past. The City was awarded: 1. A Minnesota Investment Fund grant in the amount of $75,000 to assist in the financing of the NBC Products, Inc. project in Waterfront Passage Business Park (1998). 2. A Small Cities Economic Development Set-Aside Program grant in the amount of $50,000 to assist with the EM Products project in Waterfront Passage Business Park (1995). CONDUIT BONDS Conduit debt obligations are certain limited obligation revenue bonds or similar instruments issued for express purpose of providing capital financing for a specific third party. The City has issued revenue bonds to provide funding to private sector entit ies for projects deemed to be in public interest. Although these bonds bear the name of the City, the City has no obligation for such debt. Accordingly, the bonds are not reported as liabilities in the financial statements of the City. In 2006, the Prior Lake EDA and the City of Prior Lake issued $10,000,000 in Senior Housing Revenue Bonds, Series 2006A and $21,445,000 Senior Housing Revenue Bonds, Series 2006B to finance the acquisition, construction and equipping of an elderly housing development of 154 senior rental housing units, including 82 independent housing units, 54 assisted living units and 18 memory care units, together with approximately 35,000 SF of common space for the McKenna Crossing project owned and operated by Presbyterian Homes. In 2016, Shepherd’s Path Senior Housing, Inc., an affiliate of Presbyterian Homes, asked the City of Prior Lake to act as one of three issuers (along with the Cities of Hampton and Mayer) of over $25,000,000 in revenue bonds to refinanced the 2006 Senior Housing Revenue Bonds. The amount of bonds issued by the City of Prior Lake for the refinancing was $5,155,000. The current outstanding bond balance for this project, as of December 31, 2016, was $5,106,848. LAND SALE WRITE DOWNS The City of Prior Lake has the ability to sell land owned by the City, acquired either through purchase or through property tax default, at less than what an appraisal determines to be its estimated market value. This can be done either because of unique conditions on a site, such as soils, rock, pollution, wetland, or it can be done purely as an incentive. Over the years, the City of Prior Lake has acquired several downtown properties. Although the City of Prior Lake has not recently sold property for economic development pu rposes, the City may elect to sell its commercial property at less than market rate in the future to incentivize commercial development or redevelopment in the downtown. Below is an aerial photo showing downtown properties owned by the City of Prior Lake as well as a table that identifies the parcel identification numbers and the purpose or current use of the property. 8 | P a g e No. PID Acreage Purpose / Use 250010520 0.35 Parking 250010581 0.76 Public Building (City Hall) 250010590 0.88 Public Building (City Hall) 2 250010550 0.17 Single Family Residential (Rental) 3 250010560 0.17 Vacant (Park) 250010420 1.53 Public Building/Parking (Police Station) 259020640 0.22 Vacant (storm water) 5 259020620 0.78 Public Building / Parking (Library) 6 250010370 0.49 Parking 7 250010410 0.07 Parking 8 250010300 0.02 Commercial (URBANHALO) 9 250010330 0.26 Parking 10 259020630 0.19 Commercial (Flowers Naturally) 250010190 0.08 Street (Hastings Avenue) 250010200 0.08 Parking 259020670 0.08 Parking 12 250011220 0.34 Vacant 13 250011040 0.28 Vacant 14 250011140 0.18 Vacant (ROW) 15 250011100 0.76 Parking 250020100 0.05 Alley 250020080 0.07 Parking 250020060 0.11 Parking 17 259020720 0.25 Vacant (ROW) TOTAL 8.18 1 4 11 16 9 | P a g e SPECIAL ASSESSMENT The City of Prior Lake has the ability to levy a charge for public costs against property that has received a benefit from a particular project or activity. The special assessment may become part of the funding mechanism to defray project costs. Prior to the establishment of the Sewer and Water Fee Deferral Program, the City had entered into agreements with private developers or businesses for deferral of payments for sewer and water service associated with development and redevelopment activities. Although not used in recent years, the ability for the City of Prior Lake to specially assess for certain development or redevelopment costs is an available economic development incentive. COMMERCIAL PROPERTY LEASES The City of Prior Lake owns and leases six commercial properties. Income generated from these property leases is placed in the City of Prior Lake General Fund. Below is a summary of the lease rates received by the City of Prior Lake. Although a market rental rate of $15.00 per square foot was used to determine the annual rent subsidy amount, it is noted that rental rates for city owned property varies depending on multiple factors, including but not limited to: i) the condition of the property; ii) size of the leased space; iii) lease term; and iv) market conditions at the time the lease was signed. The City of Prior Lake also owns and rents two single family residential properties; however, the revenue received from the rental of those two properties is placed in the funds used to acquire the properties; the Parks Fund and the TIF 1-1 Fund. BUSINESS ACCELERATOR SPACE WRITE DOWNS The Technology Village Business Accelerator program provides business support and office space to program participants focused on emerging technology and professional services. The 2,000-square foot office space is located on the main floor of Prior Lake City Hall. The program is run by a Board of Directors who serve as a subcommittee to the EDA. The Board of Directors established a ‘Phase II’ program in 2014 when the first program participant entered into a private lease agreement for space outside of city hall. Phase II allow ed Technology Village to serve program participants who, because of lac k of space within city hall or business needs that cannot be served in city hall, are able to locate in private lease space within the City of Prior Lake. Phase II participants were required to enter into a private lease for office space in Prior Lake and Tenant Location Square Feet Lease Rate/SF Monthly Rent Annual Rent *Annual City Rent Subsidy Flowers Naturally 16244 Eagle Creek Ave. SE 4,300 $9.00 $3,225.00 $38,700.00 $25,800.00 Allina Health System Portion of PLFS No. 2 1,000 $16.84 $1,403.33 $16,840.00 $0.00 PLAY 4646 Dakota St. SE 225 $12.80 $240.00 $2,880.00 $495.00 URBANHALO 16220 Main Ave. SE 720 $11.25 $675.00 $8,100.00 $2,700.00 Twisted Loop Yarn Shop 16210 Eagle Creek Ave. SE 480 $15.00 $600.00 $7,200.00 $0.00 *City rent subsidy assumes a market rate of $15.00/SF TOTAL $73,720.00 $28,995.00 10 | P a g e receive a reimbursement of a portion of their monthly rental payment from the City of Prior Lake EDA. To date, the Technology Village Board has only approved one Phase II participant. In 2016, the Technology Village Board established a Technology Village Virtual Program, which is designed to support Prior Lake and Scott County’s emerging technology and professional service businesses which are not located in the Technology Village offic e space or may be a home-based business. For a monthly fee of $50, virtual program participants do not have an office in the Technology Village space but they do receive many of the same benefits as the Phase I participants. As of April 30, 2017, the Technology Village Business Accelerator had six program participant businesses with a total of 31 employees. Below is a summary of the revenues and expenditures for the Technology Village program since it opened in 2013. TAX ABATEMENT Minnesota law authorizes political subdivisions to grant property tax abatements for economic development. Abatements can serve similar purposes to tax increment financing (TIF). The legislature enacted the abatement law in 1997 to provide an alternative to TIF and to supplement it. The law allows abatements to be used for a broad range of projects and purposes if the political subdivision finds that public benefits exceed the costs. Permitted uses of abatements include the following: ➢ General economic development, such as increasing the tax base or the number of jobs in the area. ➢ Construction of public facilities or infrastructure. ➢ Redevelopment of blighted areas. ➢ Providing access to services for residents. ➢ Deferring or phasing in a large (over 50 percent) property tax increase. ➢ Stabilizing the tax base resulting from the updated utility valuation administrative rules. ➢ Providing relief for businesses with estimated market value of $250,000 or less who have disrupted access due to public transportation projects. In 2016, the Prior Lake City Council approved a resolution approving an application for tax abatement in an amount not to exceed $180,000 to assist Versatile Vehicles, Inc. with the construction of a 58,000 SF building within the Deerfield Business Park. The abatement benefit for Versatile Vehicles will be the net amount of property taxes received by the City from the project sit e. The net amount is the actual annual amount of property taxes received by the city attributable to an increase in the property taxes as a result of the project. Year Revenue Expenditure Difference Expenditure Notes 2013 $2,710.80 $35,244.62 ($32,533.82)$32,481 of Build-Out and Furniture/Office Equipment 2014 $5,638.72 $8,144.63 ($2,505.91)$5,400 of Phase II Rental Reimbursement Expense 2015 $7,438.32 $16,277.70 ($8,839.38)$13,500 of Phase II Rental Reimbursement Expense 2016 $6,339.99 $8,830.71 ($2,490.72)$4,275 of Phase II Rental Reimbursement Expense Total $22,127.83 $68,497.66 ($46,369.83) 11 | P a g e SEWER AND WATER FEE DEFERRAL PROGRAM The Sewer and Water Fee Deferral Program allows for the deferment of Sewer Availability Charge (SAC) fees for eligible businesses that receive SAC determinations between three and 25 units. Eligible businesses or properties can apply for the deferral of a portion of one or more sewer/water fees, including: ➢ Metropolitan Council Sewer Availability Charge (SAC) – Regional Program sewer fee; ➢ Prior Lake Sewer Connection Charge – Local Program sewer fee; ➢ Prior Lake Water Connection Charge – Local Program water fee; and ➢ Prior Lake Water Tower Charge – Local Program water fee. The Sewer and Water Fee Deferral Program is divided into three subgroups: ➢ Met Council SAC Deferral Program: 5-year term; 2.25% interest (interest rates adjust annually); 20% paid up-front; secured by assessment agreement against the prope rty; eligible only to business with a SAC unit determination between three (3) and twenty-five (25) units. This program is established and regulated by a master deferral agreement executed between the city and Metropolitan Council. ➢ City Sewer/Water Fee Deferral Program A: 5-year term; same interest rate as Met Council program; 20% paid up-front; secured by assessment agreement against the property; eligible only to business with a SAC unit determination between three (3) and twenty-five (25) units. This program is established by city ordinance and is intended to parallel the Metropolitan Council program guidelines. ➢ City Sewer/Water Fee Deferral Program B: 5-year term; interest established identical to the assessment rate method; 20% paid up-front, secured by assessment agreement against the property; eligible to anyone with a SAC unit determination greater than twenty-five (25) units. This program is unique to the City of Prior Lake and is established and regulated by city ordinance. For any SAC deferral, the three (3) unit minimum and the twenty-five (25) unit maximum are determined before application of any credits on the site. The Local Program also allows anyone to apply for a deferral of sewer/water fees when the SAC determination is greater than twenty-five (25) units, before application of any credits on the site. The structure of the Regional and Local Program deferrals includes, but is not limited to, the following provisions: ➢ The deferral amount can equal up to eighty percent (80%) of the total sewer and/or water fees due. ➢ The deferment term is five (5) years. ➢ Each deferment liability will be effective the first day of the subsequent month (e.g., for an April building permit that is due and typically reported in May, interest will begin accruing June 1). ➢ Interest rates for the Regional Program and Local Program A are determined using the Metropolitan Council’s SAC Deferral Program rate, which is determined annually and set for the deferment period. Interest is amortized over the term of the deferment period using whole months. ➢ Interest rates for Local Program B are determined using a rate of two (2) percentage points higher than the net interest cost of the most recent bonds sold by the City. ➢ A Payment Agreement will be executed between the eligible business, the fee property owner, and the City stating all conditions and requirements of the parties for the Regional and Local Programs; this document shall be recorded. 12 | P a g e The following conditions create ineligibility for a business or p roperty to apply for the Regional or Local Programs: ➢ The fee owner’s property taxes are delinquent. ➢ The business is not in good standing with the State of Minnesota, or is in violation of a Prior Lake City Code. ➢ The SAC determination (before credits) is less than three (3) units. ➢ The business does not meet the definition of eligible commercial properties in the Metropolitan Council’s SAC Deferral Program (for the Regional Program and Local Program A). ➢ The property is not located within the City of Prior Lake. ➢ The property is located on tribal lands. As of April 30, 2017, the City of Prior Lake has approved three SAC/WAC deferral agreements, below is a summary of the approved agreements: TARGETED COMMERCIAL ASSISTANCE PROGRAM In 2015, the EDA created a Targeted Commercial Assistance Program, which was approved by the City Council and to encourage existing businesses to move to another Prior Lake location as a result of the demolition and redevelopment of the Gateway Center property. The three businesses who occupied the Gateway Center when the building was purchased for redevelopment were eligible to receive up to $20,000 to assist with relocation expenses. The funds were provided from the TIF 1 -1 account and were required to be matched one-to-one by the applicant. Repayment of the loan is deferred for a period of three years and then forgiven if the business remained in Prior Lake after 36 months. One business, Prior Lake Pizza, Inc., d/b/a Pizza & Pasta, took advantage of the loan program and the City of Prior Lake provided a $20,000 matching grant to assist with their relocation costs to 15875 Franklin Trail SE. DOWNTOWN FAÇADE IMPROVEMENT PROGRAM In 2002, the City initiated a Downtown Façade Improvement Program which provided up to a $25,000 as a one-to-one matching loan/grant to downtown businesses to improve their building façade or construct a new building that met certain design criteria in the downtown area. The City Council initially authorized up to $150,000 from the Downtown TIF 1-1 fund to the Downtown Façade Improvement Program to revitalize, renovate exteriors and increase investment in the downtown area. Due to the overwhelming response, the council authorized and additional $100,000 in 2003 and an additional $34,000 in 2004. The City of Prior Lake investment, along with the significant private investment from 12 downtown businesses, resulted in a total impact of $2.4 million in downtown Business Interest Rate Term (months) Agreement Date First Payment Date Principal Interest Total Payment Principal Interest Total Payment Artisan Bistro Café 2.37%60 3/18/2013 5/1/2013 $5,884.00 $352.03 $6,236.03 $6,000.00 $394.79 $6,394.79 Honest One Auto Care 2.37%60 7/12/2013 9/1/2013 $7,792.00 $469.37 $8,261.37 $8,000.00 $529.94 $8,529.94 Charlie's on Prior 2.25%60 8/8/2015 10/1/2015 $37,772.00 $2,160.09 $39,932.09 $38,000.00 $2,252.93 $40,252.93 Total $51,448.00 $2,981.49 $54,429.49 $52,000.00 $3,177.66 $55,177.66 City of Prior Lake Met Council 13 | P a g e façade improvements and new construction. Below is a summary of the businesses who received a façade improvement grant and the resulting public/private investment made in downtown Prior Lake. RFPs The City of Prior Lake has attempted to initiate redevelopment in the downtown through a request for proposals (RFP) process on three occasions. The first was for the site of the city owned Flowers Naturally property and privately owned Prior Lake Professional Building on Main Avenue. The second RFP was related to redevelopment of the current VFW property. In both cases, developers were encouraged to submit proposals to develop a mixed use multi-story building on each site. Mixed use buildings typically have commercial/retail on the first floor and residential on the upper flo ors, much like the Lakefront Plaza building in downtown Prior Lake. The city received very little interest for mixed use development and in the case of the Flowers Naturally / Professional Building p roposal, only received one proposal from the Scott County CDA for a residential only project. In both cases, the city received comments from potential developers that they were discouraged to submit proposals because the property was not controlled by the city and involved multiple property owners. The city of Prior Lake successfully used the RFP process for the development of the Rock Creek building. The City owned the land where the Rock Creek building currently sits and sent out an RFP seeking a project that would meet the city’s downtown design guidelines. In this case the RFP process worked incredibly well and the city and downtown area were rewarded with a high-quality building at a key focal point in the downtown. Building Description Date City Cost Business Cost Project Cost Little Lakers Montessori School Façade - Four Sides 9/30/2003 $33,000 $34,074 $67,074 Speiker Building New Building 9/2/2003 $25,000 $655,000 $680,000 Carlson Ace Hardware Façade - Two Sides 1/5/2004 $25,000 $31,582 $56,582 Fong's Façade - One Side 3/1/2004 $25,000 $45,000 $70,000 Harry & Gina Tupy Two Front Facades 4/5/2004 $8,565 $9,472 $18,037 Viking Liquor Façade - One Side 4/19/2004 $17,500 $31,068 $48,568 Extra Innings Façade - One Side 5/17/2004 $18,021 $18,021 $36,042 O'Malley's on Main Façade - One Side 6/7/2004 $25,000 $27,000 $52,000 Premiere Dance Academy New Building 10/4/2004 $25,000 $1,175,000 $1,200,000 VFW Façade - Two Sides 10/4/2004 $25,000 $33,872 $58,872 Express Gas and Groceries Façade - Two Sides unknown $25,000 $35,073 $60,073 Dehmlow Auto Façade - Two Sides 10/4/2004 $25,000 $25,073 $50,073 TOTAL $277,086 $2,120,235 $2,397,321 Note: Some projects exceeded $25,000 because façade improvements were required for multiple building walls 14 | P a g e ACTIVE BUSINESS INCENTIVE PROJECTS The table below identifies the previously approved and currently active economic development incentive projects, as of April 30, 2017. Incentive Type Active Projects (as of 4/30/2017) Tax Increment Financing Districts 6 Economic Development Revolving Loans 1 DEED Loans/Grants 0 Conduit Bonds 1 Land Sale Write Downs 0 Special Assessments 0 Commercial Property Leases (below market rate) 3 Business Accelerator Participants 6 Business Accelerator Phase II Participants 0 Tax Abatement 1 Sewer & Water Fee Deferral 3 Targeted Commercial Assistance Program 1 Downtown Façade Improvement Program 0 TOTAL 22