HomeMy WebLinkAboutResolution No. 313-17 - DevelopAsstAgreement.COR&Riverwalk,LLC
RESOLUTION NO. 17-______
ROCHESTER ECONOMIC DEVELOPMENT AUTHORITY
COUNTY OF OLMSTED
STATE OF MINNESOTA
RESOLUTION APPROVING AN ECONOMIC DEVELOPMENT DISTRICT AND
ECONOMIC DEVELOPMENT PLAN THEREFOR AND APPROVING A
REDEVELOPMENT TAX INCREMENT FINANCING DISTRICT AND A TAX
INCREMENT FINANCING PLAN THEREFOR AND AUTHORIZING THE EXECUTION
OF A DEVELOPMENT ASSISTANCE AGREEMENT
BE IT RESOLVED by the Board of Commissioners (the “Board”) of the Rochester
Economic Development Authority (the “EDA”), as follows:
Section 1. Recitals.
1.01. It has been proposed that the EDA establish Economic Development District
No. 59 (the “Development District”), adopt the Economic Development Plan for the
Development District (the “Development Plan”), establish Redevelopment Tax Increment
Financing District No. 59-1 (Riverwalk Apartments Project) within the Development District
(the “TIF District”) and adopt a Tax Increment Financing Plan therefor (the “TIF Plan” and,
together with the Development Plan, the “Plans”), all pursuant to and in conformity with
applicable law, including Minnesota Statutes, Sections 469.001 through 469.047, Sections
469.090 through 469.1082, and Sections 469.174 through 469.1794 (the “TIF Act”), all as
amended (collectively, the “Act”); all as reflected in that certain document entitled in part
“Economic Development Plan for Economic Development District No. 59 of the Rochester
Economic Development Authority and Tax Increment Financing Plan for Redevelopment Tax
Increment Financing District No. 59-1,” dated July 5, 2017, and presented for the Board’s
consideration.
1.02. The Board has investigated the facts relating to the establishment of the
Development District, the adoption of the Development Plan, the establishment of the TIF
District and the adoption of the TIF Plan.
1.03. The EDA or the City of Rochester, Minnesota (the “City”) has performed all
actions required by law to be performed prior to the adoption and approval of the TIF Plan,
including but not limited to notice to the County Commissioner representing the area of the
County to be included in the TIF District, delivery of the TIF Plan to the County and School
Board and the holding of a public hearing thereon by the City following notice thereof published
in the City’s official newspaper at least 10 but not more than 30 days prior to the public hearing.
1.04. Certain written reports and other documentation (collectively, the “Reports”)
relating to the Plans, including the tax increment application made and other information
supplied by Riverwalk Apartments L.L.C., a Minnesota limited liability company (the
“Developer”) as to the activities contemplated therein and the Blight Assessment for Riverwalk
Apartment Project dated April 10, 2017, prepared by TSP, Inc., in Rochester, Minnesota, (the
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“Redevelopment TIF Assessment”) have heretofore been assembled or prepared by staff or
others and submitted to the Board and/or made a part of the City and EDA files and proceedings
on the Plans. The Reports include data, information and/or substantiation constituting or relating
to (1) the “studies and analyses” on why the TIF District meets the requirements to be a
redevelopment tax increment financing district, (2) why the assistance satisfies the so-called “but
for” test and (3) the bases for the other findings and determinations made in this resolution. The
Board hereby confirms, ratifies and adopts the Reports, which are hereby incorporated into and
made as fully a part of this resolution to the same extent as if set forth in full herein.
1.05. The TIF District is being established to facilitate the demolition of existing
buildings and construction of an approximately 152-unit apartment building with underground
parking to be owned and operated by the Developer (the “Development”).
Section 2. Findings for the Adoption and Approval of the Plans.
2.01. The Board hereby finds that the Development District is proper and desirable to
establish in the City and the Development Plan will afford maximum opportunity, consistent
with the needs of the City as a whole, for the development of the Development District by
private enterprise.
2.02. The Board hereby finds that the TIF District is in the public interest and is a
“redevelopment district” within the meaning of Minnesota Statutes, Section 469.174,
Subdivision 10, because the TIF District consists of a project or portions of a project within
which the following conditions, reasonably distributed throughout the TIF District, exist: (1)
parcels consisting of at least 70% of the area of the TIF District are occupied by buildings,
streets, utilities, paved or gravel parking lots, or other similar structures; and (2) more than 50%
of the buildings located within the TIF District are deemed “structurally substandard” (within the
meaning of Minnesota Statutes, Section 469.174, Subd. 10(b)), to a degree requiring substantial
renovation or clearance. The TIF District consists of four parcels which are “occupied” as
defined in Minnesota Statutes, Section 469.174, Subd. 10(a)(1) in that at least 15% of the area of
each parcel is occupied by buildings, streets, utilities, paved or gravel parking lots, or other
similar structures. Based on the Redevelopment TIF Assessment, the four buildings in the TIF
District (100%), which is more than 50% of the buildings within the TIF District, are found to be
structurally substandard, are not in compliance with applicable building codes, and none of the
buildings could not be brought into such compliance at a cost of less than 15% of the cost of
constructing new structures of the same size and type on the subject sites. These findings are
based in part upon on-site examination and written reports substantiating the structurally
substandard nature of the buildings. The reasons and supporting facts for the determination that
the TIF District is a redevelopment district under the statute are set forth in the Redevelopment
TIF Assessment, which is incorporated herein by reference, and a copy of which is on file with
the City Administrator.
2.03. The Board hereby makes the following additional findings in connection with the
TIF District:
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(a) The Board further finds that the proposed Development, in the opinion of
the Board, would not occur solely through private investment within the reasonably
foreseeable future and, therefore, the use of tax increment financing is deemed necessary.
(b) The Board further finds that the TIF Plan conforms to the general plan for
the development or redevelopment of the City as a whole.
(c) The Board further finds that the TIF Plan will afford maximum
opportunity consistent with the sound needs of the City as a whole for the development of
the TIF District by private enterprise.
(d) For purposes of compliance with Minnesota Statutes, Section 469.175,
Subdivision 3(b)(2)(ii), the Board hereby finds that the increased market value of the site
that could reasonably be expected to occur without the use of tax increment financing is
approximately $0, which is less than $14,744,233 which is the increase in the market
value estimated to result from the proposed development (approximately $18,561,300,
assuming no annual inflation) after subtracting the present value of the projected tax
increments for the maximum duration of TIF District No. 59-1 (approximately
$3,817,067). Thus, the use of tax increment financing will be a positive net gain to the
City, the School District, and the County, and the tax increment assistance does not
exceed the benefit which will be derived therefrom.
2.04. The EDA elects to retain all of the captured tax capacity to finance the costs of the
TIF District and the Development District.
2.05. The provisions of this Section 2 are hereby incorporated by reference into and
made a part of the TIF Plan.
2.06. The Board further finds that the Plans are intended and in the judgment of the
Board its effect will be to promote the public purposes and accomplish the objectives specified
therein.
2.07. The Development District and the TIF District are hereby established and the
Plans, as presented to the Board on this date, including without limitation the findings and
statements of objectives contained therein, are hereby approved, ratified, established, and
adopted and shall be placed on file in the office of the Executive Director of the EDA. EDA
staff shall, in writing, request the Olmsted County Auditor to certify the new TIF District and file
the Plans with the Commissioner of Revenue and the Office of the State Auditor.
Section 3. Interfund Loans.
3.01. The Board hereby approves a policy on interfund loans or advances (“Loans”) for
the TIF District, as follows:
(a) The authorized tax increment eligible costs (including without limitation
out-of-pocket administrative expenses in an amount up to $375,999, interest in an amount
up to $1,129,023 and other project costs in an amount up to $6,014,949) payable from the
TIF District, as its TIF Plan is originally adopted or may be amended, may need to be
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financed on a short-term and/or long-term basis via one or more Loans, as may be
determined by the City Finance Director from time to time.
(b) The Loans may be advanced if and as needed from available monies in the
City’s or EDA’s general fund or other City or EDA fund designated by the City Finance
Director. Loans may be structured as draw-down or “line of credit” obligations of the
lending fund(s).
(c) Neither the maximum principal amount of any one Loan nor the aggregate
principal amount of all Loans may exceed $7,519,971 outstanding at any time.
(d) All Loans shall mature not later than February 1, 2047 or such earlier date
as the City Finance Director may specify in writing. All Loans may be pre-paid, in whole
or in part, whether from tax increment revenue, tax increment revenue bond proceeds or
other eligible sources.
(e) The outstanding and unpaid principal amount of each Loan shall bear
interest at the rate prescribed by the statute (Minnesota Statutes, Section 469.178,
Subdivision 7), which is the greater of the rates specified under Sections 270C.40 or
549.09 at the time a Loan, or any part of it, is first made, subject to the right of the City
Finance Director to specify a lower rate (but not less than the City’s then-current average
investment return for similar amount and term).
(f) Such Loans within the above guidelines are pre-approved. The Loans
need not take any particular form and may be undocumented, except that the City
Finance Director shall specify the principal amount and interest rate and maintain all
necessary or applicable data on the Loans.
Section 4. Approval of Development Assistance Agreement.
4.01. The Developer has presented the EDA with a proposal for the Development, and
there has been prepared and presented to the Board for its consideration a certain Development
Assistance Agreement (the “Agreement”) between the EDA and the Developer, stating the
Developer’s responsibilities regarding the Development and the terms and conditions the EDA’s
assistance with the financing of certain costs of the Development.
4.02. The Board hereby approves the Agreement in substantially the form on file with
the EDA, together with any related documents necessary in connection therewith, including but
not limited to any agreements referred to therein (collectively, the “Development Documents”)
substantially in the form presented to the Board and hereby authorizes the President and
Secretary, in their discretion and at such time, if any, as they may deem appropriate, to execute
the same on behalf of the EDA, and to carry out, on behalf of the EDA, the EDA’s obligations
thereunder; provided however that this authorization by the EDA shall expire if the Developer
has not within 180 days after the date hereof (i.e. by January 1, 2018) (i) executed the
Agreement, (ii) obtained a footing and foundation permit and commenced construction of the
foundation of the Development, and (iii) delivered to the EDA evidence satisfactory to the EDA
that the Developer has sufficient adequate financing and other financial resources available for
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and committed to the completion of the Development. Prior to the expiration of such 180 period,
the Developer may request an extension from the Board.
4.03. The approval hereby given to the Development Documents includes approval of
such additional details therein as may be necessary and appropriate and such modifications
thereof, deletions therefrom and additions thereto as may be necessary and appropriate and
approved by legal counsel to the EDA and by the officers authorized herein to execute said
documents prior to their execution; and said officers are hereby authorized to approve said
changes on behalf of the EDA. The execution of any instrument by the appropriate officers of
the EDA herein authorized shall be conclusive evidence of the approval of such document in
accordance with the terms hereof. In the event of absence or disability of the officers, any of the
documents authorized by this Resolution to be executed may be executed without further act or
authorization of the Board by any duly designated acting official, or by such other officer or
officers of the Board as, in the opinion of the City Attorney, may act in their behalf.
4.04. Upon execution and delivery of the Development Documents, the officers and
employees of the EDA are hereby authorized and directed to take or cause to be taken such
actions as may be necessary on behalf of the EDA to implement the Development Documents,
including without limitation the issuance of the Tax Increment Revenue Bond thereunder.
4.05. The Board hereby determines that the execution and performance of the
Development Documents will help realize the public purposes of the Act.
PASSED AND ADOPTED BY THE BOARD OF COMMISSIONERS OF THE
th
ROCHESTER ECONOMIC DEVELOPMENT AUTHORITY, THIS 5 DAY OF JULY, 2017.
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Commissioner _______________________ moved the adoption of the foregoing
resolution, which motion was duly seconded by Commissioner _______________________, and
upon vote being taken thereon, the following Commissioners voted in favor thereof:
and the following Commissioners voted against the same:
whereupon said resolution was declared duly passed on adopted.
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SECRETARY’S CERTIFICATE
I, the undersigned, being the duly qualified and acting Secretary of the Rochester
Economic Development Authority, DO HEREBY CERTIFY that I have carefully compared the
attached and foregoing extract of minutes of a duly called and regularly held meeting of the
Board of Commissioners held on July 5, 2017, with the original minutes thereof on file in my
office and I further certify that the same is a full, true, and correct transcript thereof insofar as
said minutes relate to the actions referenced therein with respect to the EDA’s Economic
Development District No. 59 and Redevelopment Tax Increment Financing District No. 59-1
therein.
WITNESS My hand this ____ day of July, 2017.
_______________________________________
Secretary
Rochester Economic Development Authority
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