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HomeMy WebLinkAbout2017-06-20 HRA Regular Meeting PacketAgenda Housing and R edevelopment Authority Meeting City of Edina, Minnesota Edin a City Hall Cou n cil Cham be rs Im mediately Following Edina City Council Meeting Tuesday, June 20, 2017 7:00 PM I.Call to Order II.Roll Call III.Approva l of Meeting Agenda IV.Adoption of Consent Agenda All a genda items listed on the consent agenda are considered routine and will be enacted by one motion. There will be no separa te discussion of such items unless requested to be remov ed from the Consent Agenda by a Commissioner of the HRA. In such cases the item will be remov ed from the Consent Agenda and considered immediately following the a doption of the Consent Agenda. (Favorable rollcall v ote of majority of HRA Commissioners present to approve.) A.Approv e Minutes of June 6, 2017 Regular HRA Meeting B.Request for Purchase: Authorize Consultant Services for 3944 Market Street Construction Services C.Request for Purchase: Consider Award of Contra ct PW 17-001, Hootens Building Demolition V.HRA RE SOLUT ION 2017-05: Adopting a Modi>cation to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area, Establishing the 50th and France 2 Tax Increment Fina ncing District Therein and Adopting a Tax Increment Fina ncing Plan T herefor VI.Proposed Sale of and Redevelopment Agreement for 3925, 3930 and 3944 Ma rket Street VII.Adjournment The Edina Housing and Redevelopment Authority wants a ll participants to be comforta ble being part of the public process. If you need assistance in the way of hearing ampli>ca tion, an interpreter, large-print documents or something else, please call 952-927-8861 72 hours in advance of the meeting. Date: June 20, 2017 Agenda Item #: I V.A. To:C hair & C ommissioners of the Ed ina HR A Item Type: Minutes F rom:Debra A. Mangen, C ity C lerk Item Activity: Subject:Approve Minutes o f June 6, 2017 R egular H R A Meeting Action Edina Housing and Redevelopment Authority Established 1974 C ITY O F E D IN A HO US I NG & R EDEVELO P ME NT AUT H O R I T Y 4801 West 50th Street Edina, MN 55424 www.edinamn.gov A C TI O N R EQ U ES TED : Approve minutes as presented. I N TR O D U C TI O N : AT TAC HME N T S : Description Draft June 6, 2017 HRA Regular Meeting Minutes Page 1 MINUTES OF THE EDINA HOUSING AND REDEVELOPMENT AUTHORITY JUNE 6, 2107 11:02 P.M. I. CALL TO ORDER Chair Hovland called the HRA meeting to order at 11:02 P.M. II. ROLLCALL Answering rollcall were Commissioners, Brindle, Fischer, Staunton, Stewart, and Chair Hovland. III. APPROVAL OF MEETING AGENDA Motion made by Commissioner Brindle and seconded by Commissioner Staunton approving the Meeting Agenda. Ayes: Brindle, Fischer, Staunton, Stewart, Hovland Motion carried. IV. CONSENT AGENDA ADOPTED Motion made by Commissioner Brindle, seconded by Commissioner Staunton approving the consent agenda as follows: IV. A. Approve minutes of May 2, 2017 Work Session, May 16, 2017 work Session and May 16, 2017 Regular Meeting. IV.B. Award Contract ENG-17-12 York Avenue and West 66th Street Intersection Improvements to the lowest responsible bidder, Meyer Contracting, Inc. in the amount of $521,334.75. V. 4416 VALLEY VIEW ROAD – POTENTIAL SALE OF REAL ESTATE Following a brief discussion, Commissioner Stewart made a motion, seconded by Commissioner Brindle to: 1)grant prospective purchaser or designees a 60-day period to access the site to conduct appropriate investigations regarding site conditions; 3) Allow prospective purchaser to submit rezoning applications and development plans for consideration by the Edina Planning Commission and Edina City Council stipulating such consent does not guarantee any approvals by either body; 4) Direct staff to negotiate terms and conditions of sale on behalf of the HRA with the sale brought back to the HRA for final action. Ayes: Commissioner: Brindle, Fischer, Staunton, Stewart, Chair Hovland It was noted that the City Council would need to take action transferring the 4416 Valley View Road property from the City of Edina to the HRA at its meeting on June 20, 2017 VI. MARKET STREET REDEVELOPMENT – PROJECT UPDATE Executive Director Neal informed the HRA that it was necessary to hold a public hearing in order to keep the project on schedule and satisfy all necessary legal obligations in meeting public hearing publication guidelines. The HRA decided that the Special Meeting would be held on Tuesday, June 27 at 7:00 p.m. in the Council Chambers. The HRA received an update on the Market Street Redevelopment Project that included: 1) location of proposed temporary staging; 2) timing of the North Ramp Design Contract; and 3) a tentative schedule of the North Ramp Expansion and the private redevelopment project. Minutes/HRA/April 4, 2017 Page 2 VII. ADJOURNMENT Chair Hovland declared the meeting adjourned at 11:15 p.m. Respectfully submitted, Scott Neal, Executive Director Date: June 20, 2017 Agenda Item #: I V.B. To:C hair & C ommissioners of the Ed ina HR A Item Type: R eq uest F or P urc has e F rom:Brian E. O ls on, Directo r of P ublic Works Item Activity: Subject:R eques t fo r P urchas e: Authorize C ons ultant S ervices for 3944 Market S treet C o nstruc tio n S ervic es Action Edina Housing and Redevelopment Authority Established 1974 C ITY O F E D IN A HO US I NG & R EDEVELO P ME NT AUT H O R I T Y 4801 West 50th Street Edina, MN 55424 www.edinamn.gov A C TI O N R EQ U ES TED : Approve R equest for P urchase I N TR O D U C TI O N : S ee attached S taff R eport AT TAC HME N T S : Description Reques t for Purchas e: 3944 Market Street - Staff Report Reques t for Purchas e: 3944 Market Street - Propos al City of Edina • 4801 W. 50th St. • Edina, MN 55424 Request for Purchase Date: June 20,2017 To: Housing and Redevelopment Authority From: Brian E. Olson, Director of Public Works Bill Neuendorf, Economic Development Manager Subject: Request for Purchase: Authorize Consultant Services for 3944 Market Street Demolition. Purchase Subject to: ☐List Quote/Bid ☐State Contract ☐Service Contract The Recommended Bid is: ☒Within Budget ☐Not Within Budget Barr Engineering Date Bid Opened or Quote Received: Bid or expiration Date: June 13, 2017 July 13, 2017 Company: Amount of Quote or Bid: Barr Engineering Company $31,500 Recommended Quote or Bid: Page 2 City of Edina • 4801 W. 50th St. • Edina, MN 55424 Request for Purchase Department Director Authorization: ________________________________________ City Council Authorization Date: ______________________ (for purchases over $20,000 only) Budget Impact  Funding for this purchase is from the Housing and Redevelopment Authority Environmental Impact  There is environmental contamination at this site from the prior land owner or use. Remediation in compliance with the MPCA approved Response Action Plan is critical to the future use of the property. Community Impact  The short term impact is construction noise and dust. This will be minimized to the extent practical for the duration of the project. June 13, 2017 Mr. Brian Olson City of Edina 4801 W. 50th Street Edina, Minnesota 55424 Re: Proposal for Response Action Implementation, Construction Oversight and Administration 3944 49½ Street West, Edina, Minnesota Dear Mr. Olson: Barr Engineering Co. (Barr) is pleased to submit this proposal for environmental oversight and construction administration during implementation of the proposed response action at 3944 49½ Street West, Edina, Minnesota (Property). On March 20, 2017, Barr submitted a Response Action Plan (RAP) to the Minnesota Pollution Control Agency (MPCA) on behalf of the City of Edina. The RAP was prepared to address the presence of onsite volatile organic compounds (VOCs) in the soil on the Property and to remove the underground storage tank (UST). The RAP was approved by the MPCA on April 19, 2017. The scope of work detailed below includes Barr’s professional environmental services to assist with successful implementation and documentation of the RAP activities. Also included are engineering services related to a geotechnical evaluation for the proposed excavation and construction administration. Scope of Work Barr will provide the following scope of work: Environmental Services  Update the project-specific health and safety plan (PHASP) prior to performing oversight during implementation of the response actions.  Mobilize to the site.  Provide remedial construction oversight for up to one-week of full time onsite support to perform field screening of soil excavation, oversight of UST removal, and collection of documentation soil samples.  Conduct soil classification which will include inspection for visual evidence of contamination (i.e. odor, discoloration, sheen, or other field indications of potential soil impacts), and headspace volatile organic vapor screening. Soils will be classified in accordance with ASTM D-2488, Standard Practice for Description and Identification of Soils (Visual/Manual Method). A photoionization detector (PID) with a 10.6 eV, or higher, lamp will be used to perform headspace volatile organic vapor readings. Field screening results along with visual observation and professional judgment will be used to guide the excavation. Field tasks and documentation will be Mr. Brian Olson June 13, 2017 Page 2 \\barr.com\projects\Mpls\23 MN\27\23271319 Hooten Cleaners\ProjRiskMgmt\RAP Implementation_Construction Oversight Cst Est\RAP Implementation Proposal.doc collected in accordance with Barr’s standard operating procedures (SOPs) applicable to the project  Collect up to five discrete base of excavation and eight discrete sidewall soil samples for laboratory analysis for VOCs by EPA method 8260 for the Minnesota Department of Health VOC list. These results will be compared to the MPCA’s residential soil reference values (SRVs).  Collect up to two soil samples from the Contractor-specified borrow source. Samples will be analyzed for PAHs, RCRA Metals, and/or VOCs depending on the source.  The final excavation extents will be surveyed using GPS methods.  Prepare a Response Action Implementation (RAI) Report, which documents the environmental cleanup activities at the Site. Geotechnical Evaluation  Review available as built drawings of the Post Office building located at 3948 49½ Street, and any available geotechnical data collected during previous work on the Property.  Estimate the structural load from the post office building and complete a slope stability analysis of the western slope of the proposed temporary excavation.  Prepare a recommendation by a professional engineer with regards to an offset and/or slope to be maintained during temporary RAP excavation activities.  This proposal letter does not include the contractual conditions for which Barr can provide these engineering services. Preparation of a contractual agreement between the City and Barr will be necessary for these engineering services. If this scope is approved, the contract for professional engineering services will be submitted separately, the city will remain engineer of record on the project, per the bidding documents. Construction Administration  Attend construction kickoff meeting  Review contractor submittals with recommendations provided to the City for approval.  Review contractor payment applications for accuracy of work completed, with recommendations provided to the City for approval.  Conduct general administrative support during construction including answering contractor’s requests for information, sequencing, scheduling and providing status updates to the City. Schedule It is anticipated that the response actions will take one week (five days) and will occur as part of the demolition of the existing building. It is also anticipated that Barr will be onsite for two days, during final grading activities, to perform oversight and documentation. A standard turnaround time for the analytical results will be requested from Legend Technical Services, of St. Paul, Minnesota, to accommodate the project schedule. Barr will prepare a draft RAI Report for review by the City of Edina within four weeks of completing the field work and will submit the RAI Report to the MPCA following review and approval of the City of Edina. Estimated Cost Our estimated cost for completing RAP implementation and construction oversight is broken down as follows: Mr. Brian Olson June 13, 2017 Page 3 \\barr.com\projects\Mpls\23 MN\27\23271319 Hooten Cleaners\ProjRiskMgmt\RAP Implementation_Construction Oversight Cst Est\RAP Implementation Proposal.doc Expense Breakdown Barr Labor Equipment + Expense Barr Subcontractors Total RAP Implementation + Report $17,000 $1,000 $2,000 $20,000 Geotechnical Evaluation of Excavation $3,500 - - $3,500 Construction Administration $7,500 $500 - $8,000 $31,500 Acceptance of Proposal Please indicate your acceptance of this proposal by signing and returning a copy. In accepting this contract, you agree to waive any claim against Barr and will indemnify and hold Barr harmless of any claim of liability, injury, or loss allegedly arising from us damaging underground objects not called to our attention prior to beginning the work. Thank you for the opportunity to provide assistance on your project. If you have any questions, please call me at 952-832-2718 or Mandy Bohnenblust at 952-842-3533. Sincerely, Mary Sands Vice President Accepted this _____ day of _____________________, 2017 By______________________________________________ Its Date: June 20, 2017 Agenda Item #: I V.C . To:C hair & C ommissioners of the Ed ina HR A Item Type: R eq uest F or P urc has e F rom:Brian E. O ls on, Directo r of P ublic Works Item Activity: Subject:R eques t fo r P urchas e: C ons id er Award of C o ntract P W 17-001, Hootens Build ing Demo lition Action Edina Housing and Redevelopment Authority Established 1974 C ITY O F E D IN A HO US I NG & R EDEVELO P ME NT AUT H O R I T Y 4801 West 50th Street Edina, MN 55424 www.edinamn.gov A C TI O N R EQ U ES TED : Award B id for C ontract P W-17-001, F ormer H ooten B uilding D emolition I N TR O D U C TI O N : P roperty is located at 3944 M arket Street. B ids will be opened on Friday, J une 16, 2017 at 2:00 p.m. Due to the timing of this project, the information regarding the bids was not available at the time of the publication of the agenda. T he agenda with relevant Staff R eport will be updated as soon as the information becomes available. AT TAC HME N T S : Description Reques t For Purchas e Staff Report City of Edina • 4801 W. 50th St. • Edina, MN 55424 Request for Purchase Date: June 20, 2017 To: Members of the Edina Housing & Redevelopment Authority From: Chad A. Millner, PE, Director of Engineering Subject: Request for Purchase – Contract PW 17-001 Former Hooten Cleaners Building Demolition, Soil Excavation & Disposal Purchase Subject to: ☒List Quote/Bid ☐State Contract ☐Service Contract The Recommended Bid is: ☒Within Budget ☐Not Within Budget Rachel Contracting $113,190.00 Date Bid Opened or Quote Received: Bid or expiration Date: June 16, 2017 August 16, 2017 Company: Amount of Quote or Bid: Rachel Contracting Veit & Company Belair Builders Ramsey Companies G Urban Companies Dahn Construction $113,190.00 $132,926.00 $149,075.00 $149,828.28 $154,100.00 $156,478.00 Recommended Quote or Bid: Page 2 City of Edina • 4801 W. 50th St. • Edina, MN 55424 Request for Purchase Department Director Authorization: _____________________________ City Council Authorization Date: ______________________ (for purchases over $20,000 only) Budget Impact Funding for this purchase is from a combination of TIF funds and grants as directed by the Housing and Redevelopment Authority. Notification about a specific Tax Base Revitalization Account (TBRA) grant should occur by early July. In order to use those grant dollars, no work can occur until notification about the potential award of the grant. Environmental Impact There is environmental contamination at this site from the prior landowner or use. Remediation in compliance with the MPCA approved Response Action Plan (RAP) is critical to the future use of the property. Community Impact Demolition of this vacant building and remediation of the soils provides a clean site for future development. Date: June 20, 2017 Agenda Item #: V. To:C hair & C ommissioners of the Ed ina HR A Item Type: R ep o rt / R ecommend atio n F rom:Bill Neuendorf, Ec o nomic Development Manager Item Activity: Subject:HR A R ES O L UT I O N 2017-05: Ad o p ting a Mo d ific atio n to the R edevelo p ment P lan fo r the S outheas t Ed ina R ed evelopment P rojec t Area, Es tab lis hing the 50th and F ranc e 2 Tax Inc rement F inanc ing District T herein and Adopting a Tax Inc rement F inanc ing P lan T herefo r Ac tio n Edina Housing and Redevelopment Authority Established 1974 C ITY O F E D IN A HO US I NG & R EDEVELO P ME NT AUT H O R I T Y 4801 West 50th Street Edina, MN 55424 www.edinamn.gov A C TI O N R EQ U ES TED : Adopt R esolution 2017-05. I N TR O D U C TI O N : T his item considers the use of Tax Increment F inancing (T I F ) as a public finance tool to support public and private improvements in portions of 50th and F rance D istrict. T he creation of a new T I F R edevelopment D istrict is proposed. AT TAC HME N T S : Description 50 Fr 2 TIF - s taff report HRA Res 2017-05 es tablis h 50-Fr 2 TIF 50 Fr 2 TIF Plan June 20, 2017 Commissioners of the Edina Housing & Redevelopment Authority Bill Neuendorf, Economic Development Manager Resolution 2017-05: Adopting a Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area, Establishing the 50th and France 2 Tax Increment Financing District Therein and Adopting a Tax Increment Financing Plan Therefor Information / Background: As recommended by the Edina Housing and Redevelopment Authority (HRA), a financial plan has been prepared to consider the creation of a new 50th and France 2 Tax Increment Financing (TIF) District to enable public and private improvements on Market Street (formerly known as W. 49-1/2 Street). Tax Increment Financing was the public finance tool used in the 1970s to help shape the mixed-use 50th and France District that exists today. The 1970s TIF Plan was very ambitious. It included 143 parcels and 18.3 acres. Incremental taxes were used to fund the creation of the pedestrian byways, streetscape elements and the existing Center and North Parking Garages. TIF also stimulated the conversion of gas stations into market-rate condominiums at 50th & Halifax and 51st & France. Other private investments occurred before the original TIF District was de-certified in 2009. In 2013/2014, the HRA purchased two properties adjacent to the North Ramp in response to business owner recommendations to improve parking conditions. After discussion in 2014, it was deemed preferable to develop these properties in a manner that would add public parking and additional vitality and street life to the District. After lengthy discussions with the HRA’s selected development partner, it is recommended that TIF be used to promote investments in and public improvements at 50th and France. The City/HRA retained several professionals to provide expertise and assistance on this project. Ehlers & Associates prepared the proposed TIF Plan and related modifications to the Southeast Edina Redevelopment Project Area. Stantec Consulting was engaged to evaluate the existing structures for conformance with Minnesota TIF Statutes. Legal review was provided by Dorsey & Whitney. HOUSING AND REDEVELOPMENT AUTHORITY Established 1974 STAFF REPORT Page 2 The proposed Tax Increment Financing District conforms to the requirements of Section 469 of the Minnesota Statutes and is based on the following activities and findings: • Parcels are located within the boundaries of the Southeast Edina Redevelopment Project Area, • Parcels identified as “mixed use center” in Comprehensive Plan (pages 4-25 to 4-29), • Identified as “potential area of change” in Comprehensive Plan (pages 4-30 to 4-33), • Aligned with several of the strategic actions identified in Vision Edina (page 7, 9, 10), and • Proposed project could achieve mixed-use project and improve public parking in a manner that is welcoming to all customers - drivers, bus riders, bicyclists and pedestrians. The proposed 50th and France 2 TIF District is approximately 2.9 acres in size and includes nine parcels that are anticipated to be redeveloped in the near future. Most of the parcels are tax- exempt. Two parcels are vacant and the remaining are currently used for parking. The proposed re- use of these properties is based on the zoning approvals and modifications to the Comprehensive Plan that were granted preliminary approvals on April 18, 2017. Final zoning approvals are anticipated on June 20, 2017. The new development will consist of 110 new apartment units, approximately 35,000 Square Feet of new commercial space centered around a new public plaza. New underground parking will be provided – one level will be for apartment tenants and the other will be available to the general public. The existing North Parking Ramp will also be expanded from 262 to 573 public parking stalls. In May 2017, in accordance with Minnesota Statutes, other taxing agencies, such as Hennepin County, and Edina School District #273, were notified of the potential creation of the 50th and France 2 West TIF District. To date, no comments have been received from these agencies. The Edina Planning Commission discussed the proposed TIF Plans on June 14, 2017 and found that the proposal is consistent with the City’s Comprehensive Plan. The proposed Resolution 2017-05 and proposed 50th and France 2 TIF Plan are attached for your review and consideration. Representatives from Ehlers & Associates, the City’s public financing and redevelopment advisors will be available to answer questions. The Edina City Council has a similar agenda item identified as Resolution 2017-68. EDINA HOUSING AND REDEVELOPMENT AUTHORITY CITY OF EDINA HENNEPIN COUNTY STATE OF MINNESOTA RESOLUTION NO. 2017-05 RESOLUTION ADOPTING A MODIFICATION TO THE REDEVELOPMENT PLAN FOR THE SOUTHEAST EDINA REDEVELOPMENT PROJECT AREA, ESTABLISHING THE 50TH AND FRANCE 2 TAX INCREMENT FINANCING DISTRICT THEREIN AND ADOPTING A TAX INCREMENT FINANCING PLAN THEREFOR. WHEREAS, it has been proposed by the Board of Commissioners (the "Board") of the Edina Housing and Redevelopment Authority (the "HRA") and the City of Edina (the "City") that the HRA adopt a Modification to the Redevelopment Plan (the "Redevelopment Plan Modification") for the Southeast Edina Redevelopment Project Area (the "Project Area") and establish the 50th and France 2 Tax Increment Financing District (the "District") and adopt a Tax Increment Financing Plan (the "TIF Plan") therefor (the Redevelopment Plan Modification and the TIF Plan are referred to collectively herein as the "Plans"), all pursuant to and in conformity with applicable law, including Minnesota Statutes, Sections 469.001 to 469.047, and Sections 469.174 to 469.1794, inclusive, as amended (the "Act"), all as reflected in the Plans and presented for the Board's consideration; and WHEREAS, the HRA has investigated the facts relating to the Plans and has caused the Plans to be prepared; and WHEREAS, the HRA has performed all actions required by law to be performed prior to the adoption of the Plans. The HRA has also requested the City Planning Commission to provide for review of and written comment on the Plans and that the Council schedule a public hearing on the Plans upon published notice as required by law. NOW, THEREFORE, BE IT RESOLVED by the Board as follows: 1. The HRA hereby finds that the District is in the public interest and is a "redevelopment district" under Minnesota Statutes, Section 469.174, Subd. 10, and finds that the adoption of the proposed Plans conform in all respects to the requirements of the Act and will help fulfill a need to develop an area of the State of Minnesota which is already built up and that the adoption of the proposed Plans will help provide employment opportunities in the State and in the preservation and enhancement of the tax base of the City and the State and thereby serves a public purpose. 2. The HRA further finds that the Plans will afford maximum opportunity, consistent with the sound needs for the City as a whole, for the development or redevelopment of the Project Area by private enterprise in that the intent is to provide only that public assistance necessary to make the private developments financially feasible. 3. The boundaries of the Project Area are not being expanded. 4. The reasons and facts supporting the findings in this resolution are described in the Plans. 5. The HRA elects to calculate fiscal disparities for the District in accordance with Minnesota Statutes, Section 469.177, Subd. 3, clause b, which means the fiscal disparities contribution would be taken from inside the District. 6. Conditioned upon the approval thereof by the City Council following its public hearing thereon, the Plans, as presented to the HRA on this date, are hereby approved, established and adopted and shall be placed on file in the office of the Executive Director of the HRA. 7. Upon approval of the Plans by the City Council, the staff, the HRA's advisors and legal counsel are authorized and directed to proceed with the implementation of the Plans and for this purpose to negotiate, draft, prepare and present to this Board for its consideration all further plans, resolutions, documents and contracts necessary for this purpose. Approval of the Plans does not constitute approval of any project or a Development Agreement with any developer. 8. Upon approval of the Plans by the City Council, the Executive Director of the HRA is authorized and directed to forward a copy of the Plans to the Minnesota Department of Revenue and the Office of the State Auditor pursuant to Minnesota Statutes 469.175, Subd. 4a. 9. The Executive Director of the HRA is authorized and directed to forward a copy of the Plans to the Hennepin County Auditor and request that the Auditor certify the original tax capacity of the District as described in the Plans, all in accordance with Minnesota Statutes 469.177. Approved by the Board on June 20, 2017. _______________________________ James B. Hovland, Chair ATTEST: __________________________ Robert J. Stewart, Secretary STATE OF MINNESOTA) COUNTY OF HENNEPIN) SS CITY OF EDINA ) CERTIFICATE OF EXECUTIVE DIRECTOR I, the undersigned duly appointed and acting Executive Director for the Edina Housing and Redevelopment Authority do hereby certify that the attached and foregoing Resolution is a true and correct copy of the Resolution duly adopted by the Edina Housing and Redevelopment Authority at its Regular Meeting of June 20, 2017, and as recorded in the Minutes of said Regular Meeting. WITNESS my hand and seal of said City this ______________ day of ___________________, ____________. Scott Neal, Executive Director As of June 14, 2017 Draft for Public Hearing Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area and the Tax Increment Financing Plan for the establishment of the 50th and France 2 Tax Increment Financing District (a redevelopment district) within the Southeast Edina Redevelopment Project Area Edina Housing and Redevelopment Authority City of Edina Hennepin County State of Minnesota Public Hearing: June 20, 2017 Adopted: Prepared by: EHLERS & ASSOCIATES, INC. 3060 Centre Pointe Drive, Roseville, Minnesota 55113-1105 651-697-8500 fax: 651-697-8555 www.ehlers-inc.com Table of Contents (for reference purposes only) Section 1 - Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area ........................... 1-1 Foreword ............................................................. 1-1 Section 2 - Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District ....................... 2-1 Subsection 2-1. Foreword............................................... 2-1 Subsection 2-2. Statutory Authority........................................ 2-1 Subsection 2-3. Statement of Objectives ................................... 2-1 Subsection 2-4. Redevelopment Plan Overview .............................. 2-1 Subsection 2-5. Description of Property in the District and Property To Be Acquired . 2-2 Subsection 2-6. Classification of the District................................. 2-2 Subsection 2-7. Duration and First Year of Tax Increment of the District........... 2-4 Subsection 2-8. Original Tax Capacity, Tax Rate and Estimated Captured Net Tax Capacity Value/Increment and Notification of Prior Planned Improvements ................ 2-4 Subsection 2-9. Budgeted Sources of Revenue/Bonds to be Issued . ............. 2-6 Subsection 2-10. Uses of Funds ........................................... 2-7 Subsection 2-11. Fiscal Disparities Election.................................. 2-7 Subsection 2-12. Business Subsidies....................................... 2-8 Subsection 2-13. County Road Costs ....................................... 2-9 Subsection 2-14. Estimated Impact on Other Taxing Jurisdictions ................ 2-10 Subsection 2-15. Supporting Documentation ................................ 2-12 Subsection 2-16. Definition of Tax Increment Revenues ....................... 2-12 Subsection 2-17. Modifications to the District................................ 2-12 Subsection 2-18. Administrative Expenses .................................. 2-13 Subsection 2-19. Limitation of Increment ................................... 2-13 Subsection 2-20. Use of Tax Increment .................................... 2-14 Subsection 2-21. Excess Increments ...................................... 2-15 Subsection 2-22. Requirements for Agreements with the Developer .............. 2-15 Subsection 2-23. Assessment Agreements ................................. 2-15 Subsection 2-24. Administration of the District ............................... 2-16 Subsection 2-25. Annual Disclosure Requirements ........................... 2-16 Subsection 2-26. Reasonable Expectations ................................. 2-16 Subsection 2-27. Other Limitations on the Use of Tax Increment . ................ 2-16 Subsection 2-28. Summary.............................................. 2-17 Appendix A Project Description ...................................................... A-1 Appendix B Map of the Southeast Edina Redevelopment Project Area and the 50th and France 2 TIF District ..................................................................... B-1 Appendix C Description of Property to be Included in the District ............................ C-1 Appendix D Estimated Cash Flow for the District ........................................ D-1 Appendix E Minnesota Business Assistance Form ....................................... E-1 Appendix F Redevelopment Qualifications for the District .................................. F-1 Appendix G Findings Including But/For Qualifications..................................... G-1 Section 1 - Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area Foreword The following text represents a Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area. This modification represents a continuation of the goals and objectives set forth in the Redevelopment Plan for the Southeast Edina Redevelopment Project Area. Generally, the substantive changes include the establishment of 50th and France 2 Tax Increment Financing District. Section 1 - Municipal Action Taken Based upon the statutory authority described in the Redevelopment Plan, the public purpose findings by the City Council and for the purpose of fulfilling the City’s development objects as set forth in the Redevelopment Plan, the City Council has created, established and designated the Southeast Edina Redevelopment Plan pursuant to and in accordance with the requirements of Minnesota Statutes, Section 469.001 to 469.047. The original and amended Southeast Edina Redevelopment Plan documents and amendments have designated the Southeast Edina Redevelopment Plan as a redevelopment project and also a tax increment financing plan for tax increment districts created prior to 1988. The Centennial Lakes Tax Increment Financing District was created in 1988 pursuant to Tax Increment Financing Plan 88-1, which was subsequently renamed the Centennial Lakes Tax Increment District and referred to by Hennepin County as District #1203 and #1249. For purposes of clarification, this modification will refer to the Southeast Edina Redevelopment Plan as the Southeast Edina Redevelopment Project Area Plan pursuant to Minnesota Statutes 469.002. The following municipal action has been taken with regard to the Southeast Edina Redevelopment Project Area Plan: September 29, 1977: The Housing and Redevelopment Authority of Edina (the “HRA”) approved the Southeast Edina Redevelopment Project Area Plan. October 5, 1981: The Southeast Edina Redevelopment Project Area Plan was amended to identify project costs and bonded indebtedness incurred to finance those costs. May 6, 1985: The HRA and the City approved an amendment to the Southeast Edina Redevelopment Project Area Plan which includes the establishment of an interest reduction program and enlarges the project area to include the “1985 Project Area.” August 19, 1985: The HRA and the City approve d the First Amendment to the 1985 Amendment to the Southeast Edina Redevelopment Project Area Plan to enlarge the 1985 Project Area and to authorize the issuance of additional bonds to acquire land within the enlarged 1985 Project Area. 1987: The HRA and City approved the 1987 Amendments to the Southeast Edina Redevelopment Plan to enlarge the project area to include the 1987 Project Area. 1988: The HRA and City approved the 1988 Amendments to the Southeast Edina Redevelopment Plan that provide an Interest Reduction Program in the amount of $2,500,000 to assist in the financing and construction of housing units, and authorize the HRA and City to incur bonded indebtedness. February 21, 2012: The HRA and City expand the Southeast Edina Project Area. Edina Housing and Redevelopment Authority Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area 1-1 April 17, 2012: The HRA and City establish the Southdale 2 Tax Increment Financing District. February 18, 2014: The HRA and City establish the Pentagon Park Tax Increment Financing District. March 2, 2016: The HRA and City establish the Grandview 2 Tax Increment Financing District. April 5, 2016: The HRA and City modify the Tax Increment Financing Plan for the Southdale 2 Tax Increment Financing District and establish the 66 West Tax Increment Financing District. (AS MODIFIED JUNE 20, 2017) June 20, 2017: The HRA and City are establishing the 50th and France 2 Tax Increment Financing District. For further information, a review of the Redevelopment Plan for the Southeast Edina Redevelopment Project Area is recommended. It is available from the HRA Executive Director at the City of Edina. Other relevant information is contained in the Tax Increment Financing Plans for the Tax Increment Financing Districts located within the Southeast Edina Redevelopment Project Area. Edina Housing and Redevelopment Authority Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area 1-2 Section 2 - Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District Subsection 2-1. Foreword The Edina Housing and Redevelopment Authority (the "HRA"), the City of Edina (the "City"), staff and consultants have prepared the following information to establish the 50th and France 2 Tax Increment Financing District (the "District"), a redevelopment tax increment financing district, located in the Southeast Edina Redevelopment Project Area. Subsection 2-2. Statutory Authority Within the City, there exist areas where public involvement is necessary to cause development or redevelopment to occur or to promote a greater degree of development that allows City objectives to be fulfilled. To this end, the HRA and City have certain statutory powers pursuant to Minnesota Statutes ("M.S."), Sections 469.001 to 469.047, inclusive, as amended, and M.S., Sections 469.174 to 469.1794, inclusive, as amended (the "Tax Increment Financing Act" or "TIF Act"), to assist in financing public costs related to this project. This section contains the Tax Increment Financing Plan (the "TIF Plan") for the District. Other relevant information is contained in the Modification to the Redevelopment Plan for the Southeast Edina Redevelopment Project Area, adopted September 29, 1977, and modified from time to time. Subsection 2-3. Statement of Objectives The District currently consists of nine parcels of land and adjacent and internal rights-of-way. As a part of the City’s vision for the 50th and France Commercial Area, the District is being created to facilitate the redevelopment of existing HRA-owned property which is determined to be underutilized and consisting of obsolete structures, vacant areas, and outdated and inadequate public infrastructure. The proposed redevelopment contains new construction of approximately 110 unit apartment building and 32,500 square feet of commercial elements in the City as well as auxiliary infrastructure. Please see Appendix A for further description of the anticipated project. The HRA is considering an agreement with Edina Market Street LLC as the developer at the time of preparation of this TIF Plan. Redevelopment activities are proposed to begin in 2018 with completion in 2019. This TIF Plan is expected to achieve many of the objectives outlined in Subsection 3-4 of the Redevelopment Plan for the Southeast Edina Redevelopment Project Area. The activities contemplated in the Modification to the Redevelopment Plan and the TIF Plan do not preclude the undertaking of other qualified development or redevelopment activities. These activities are anticipated to occur over the life of the Southeast Edina Redevelopment Project Area and the District. Subsection 2-4. Redevelopment Plan Overview Pursuant to the Redevelopment Plan and authorizing state statutes, the HRA or City is authorized to undertake the following activities within the District: 1. Property to be Acquired - The HRA or City currently owns nine parcels of property within the District and is further described in this TIF Plan. 2. Relocation - Relocation services, to the extent required by law, are available pursuant to M.S., Chapter 117 and other relevant state and federal laws. Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-1 3. Upon approval of a developer's plan relating to the project and completion of the necessary legal requirements, the HRA or City may sell to a developer selected properties that it may acquire within the District or may lease land or facilities to a developer. 4. The HRA or City may perform or provide for some or all necessary acquisition, construction, relocation, demolition, and required utilities and public street work within the District. Subsection 2-5. Description of Property in the District and Property To Be Acquired The District encompasses all property and adjacent rights-of-way and abutting roadways identified by the parcels listed in Appendix C of this TIF Plan. Please also see the map in Appendix B for further information on the location of the District. The HRA or City currently owns the property to be included in the District. Subsection 2-6. Classification of the District The HRA and City, in determining the need to create a tax increment financing district in accordance with M.S., Sections 469.174 to 469.1794, as amended, inclusive, find that the District, to be established, is a redevelopment district pursuant to M.S., Section 469.174, Subd. 10(a)(1) as defined below: (a) "Redevelopment district" means a type of tax increment financing district consisting of a project, or portions of a project, within which the authority finds by resolution that one or more of the following conditions, reasonably distributed throughout the district, exists: (1) parcels consisting of 70 percent of the area in the district are occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance; (2) The property consists of vacant, unused, underused, inappropriately used, or infrequently used rail yards, rail storage facilities or excessive or vacated railroad rights-of-way; (3) tank facilities, or property whose immediately previous use was for tank facilities, as defined in Section 115C, Subd. 15, if the tank facility: (i) have or had a capacity of more than one million gallons; (ii) are located adjacent to rail facilities; or (iii)have been removed, or are unused, underused, inappropriately used or infrequently used; or (4) a qualifying disaster area, as defined in Subd. 10b. M.S., Section 469.174, Subd. 10(a)(1) continued: (b) For purposes of this subdivision, "structurally substandard" shall mean containing defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-2 similar factors, which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance. (c) A building is not structurally substandard if it is in compliance with the building code applicable to new buildings or could be modified to satisfy the building code at a cost of less than 15 percent of the cost of constructing a new structure of the same square footage and type on the site. The municipality may find that a building is not disqualified as structurally substandard under the preceding sentence on the basis of reasonably available evidence, such as the size, type, and age of the building, the average cost of plumbing, electrical, or structural repairs or other similar reliable evidence. The municipality may not make such a determination without an interior inspection of the property, but need not have an independent, expert appraisal prepared of the cost of repair and rehabilitation of the building. An interior inspection of the property is not required, if the municipality finds that (1) the municipality or authority is unable to gain access to the property after using its best efforts to obtain permission from the party that owns or controls the property; and (2) the evidence otherwise supports a reasonable conclusion that the building is structurally substandard. (d) A parcel is deemed to be occupied by a structurally substandard building for purposes of the finding under paragraph (a) or by the improvement described in paragraph (e) if all of the following conditions are met: (1) the parcel was occupied by a substandard building or met the requirements of paragraph (e), as the case may be, within three years of the filing of the request for certification of the parcel as part of the district with the county auditor; (2) the substandard building or the improvements described in paragraph (e) were demolished or removed by the authority or the demolition or removal was financed by the authority or was done by a developer under a development agreement with the authority; (3) the authority found by resolution before the demolition or removal that the parcel was occupied by a structurally substandard building or met the requirement of paragraph (e) and that after demolition and clearance the authority intended to include the parcel within a district; and (4) upon filing the request for certification of the tax capacity of the parcel as part of a district, the authority notifies the county auditor that the original tax capacity of the parcel must be adjusted as provided by § 469.177, subdivision 1, paragraph (f). (e) For purposes of this subdivision, a parcel is not occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures unless 15 percent of the area of M.S., Section 469.174, Subd. 10(a)(1) continued: the parcel contains buildings, streets, utilities, paved or gravel parking lots or other similar structures. (f) For districts consisting of two or more noncontiguous areas, each area must qualify as a redevelopment district under paragraph (a) to be included in the district, and the entire area of the district must satisfy paragraph (a). Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-3 In meeting the statutory criteria the HRA and City rely on the following facts and findings: • The District is a redevelopment district consisting of nine parcels. • An inventory shows that parcels consisting of more than 70 percent of the area in the District are occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures. • An inspection of the buildings located within the District finds that more than 50 percent of the buildings are structurally substandard as defined in the TIF Act. (See Appendix F). Pursuant to M.S., Section 469.176, Subd. 7, the District does not contain any parcel or part of a parcel that qualified under the provisions of M.S., Sections 273.111, 273.112, or 273.114 or Chapter 473H for taxes payable in any of the five calendar years before the filing of the request for certification of the District. Subsection 2-7. Duration and First Year of Tax Increment of the District Pursuant to M.S., Section 469.175, Subd. 1, and Section 469.176, Subd. 1, the duration and first year of tax increment of the District must be indicated within the TIF Plan. Pursuant to M.S., Section 469.176, Subd. 1b., the duration of the District will be 25 years after receipt of the first increment by the HRA or City (a total of 26 years of tax increment collection). The HRA or City elects to receive the first tax increment in 2020, which is no later than four years following the year of approval of the District. Thus, it is estimated that the District, including any modifications of the TIF Plan for subsequent phases or other changes, would terminate after 2045, or when the TIF Plan is satisfied. The HRA or City reserves the right to decertify the District prior to the legally required date. Subsection 2-8. Original Tax Capacity, Tax Rate and Estimated Captured Net Tax Capacity Value/Increment and Notification of Prior Planned Improvements Pursuant to M.S., Section 469.174, Subd. 7 and M.S., Section 469.177, Subd. 1, the Original Net Tax Capacity (ONTC) as certified for the District will be based on the market values placed on the property by the assessor in 2016 for taxes payable 2017. Pursuant to M.S., Section 469.177, Subds. 1 and 2, the County Auditor shall certify in each year (beginning in the payment year 2020) the amount by which the original value has increased or decreased as a result of: 1. Change in tax exempt status of property; 2. Reduction or enlargement of the geographic boundaries of the district; 3. Change due to adjustments, negotiated or court-ordered abatements; 4. Change in the use of the property and classification; 5. Change in state law governing class rates; or 6. Change in previously issued building permits. In any year in which the current Net Tax Capacity (NTC) value of the District declines below the ONTC, no value will be captured and no tax increment will be payable to the HRA or City. The original local tax rate for the District will be the local tax rate for taxes payable 2017, assuming the request for certification is made before June 30, 2017. The ONTC and the Original Local Tax Rate for the District appear in the table below. Pursuant to M.S., Section 469.174 Subd. 4 and M.S., Section 469.177, Subd. 1, 2, and 4, the estimated Captured Net Tax Capacity (CTC) of the District, within the Southeast Edina Redevelopment Project Area, Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-4 upon completion of the projects within the District, will annually approximate tax increment revenues as shown in the table below. The HRA and City request 100 percent of the available increase in tax capacity for repayment of its obligations and current expenditures, beginning in the tax year payable 2020. The Project Tax Capacity (PTC) listed is an estimate of values when the projects within the District are completed. Project Estimated Tax Capacity upon Completion (PTC) $1,558,128 Original Estimated Net Tax Capacity (ONTC) $72,509 Fiscal Disparities Contribution $147,572 Estimated Captured Tax Capacity (CTC) $1,338,047 Original Local Tax Rate 1.18213 Pay 2017 Estimated Annual Tax Increment (CTC x Local Tax Rate) $1,581,746 Percent Retained by the HRA 100% Tax capacity includes a 3% inflation factor for the duration of the District. The tax capacity included in thischart is the estimated tax capacity of the District in year 25. The tax capacity of the District in year one isestimated to be $744,171. Pursuant to M.S., Section 469.177, Subd. 4, the HRA shall, after a due and diligent search, accompany its request for certification to the County Auditor or its notice of the District enlargement pursuant to M.S., Section 469.175, Subd. 4, with a listing of all properties within the District or area of enlargement for which building permits have been issued during the eighteen (18) months immediately preceding approval of the TIF Plan by the municipality pursuant to M.S., Section 469.175, Subd. 3. The County Auditor shall increase the original net tax capacity of the District by the net tax capacity of improvements for which a building permit was issued. The City has reviewed the area to be included in the District and found no parcels for which building permits have been issued during the 18 months immediately preceding approval of the TIF Plan by the City. Subsection 2-9. Budgeted Sources of Revenue/Bonds to be Issued The total estimated tax increment revenues for the District are calculated in Appendix D and are shown in the table below: SOURCES OF FUNDS TOTAL Tax Increment $28,519,768 Interest $2,851,977 TOTAL $31,371,745 The costs outlined in the Uses of Funds will be financed primarily through the annual collection of tax increments. The HRA or City reserves the right to incur bonds or other indebtedness to help achieve the objectives of the TIF Plan. As currently proposed, the projects within the District will be financed by a pay- as-you-go note issued to reimburse the Developer for the funding of qualified redevelopment costs. Any refunding amounts will be deemed a budgeted cost without a formal TIF Plan Modification. This provision Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-5 does not obligate the HRA or City to incur debt. The HRA or City will issue bonds or incur other debt only upon the determination that such action is in the best interest of the City. The HRA or City may issue bonds (as defined in the TIF Act) secured in whole or in part with tax increments from the District in a maximum principal amount of $16,692,088. Such bonds may be in the form of pay-as- you-go notes, revenue bonds or notes, general obligation bonds, or interfund loans. This estimate of total bonded indebtedness is a cumulative statement of authority under this TIF Plan as of the date of approval. Further information can be found in Appendix D. Subsection 2-10. Uses of Funds Currently under consideration for the District is a proposal to facilitate the redevelopment and construction of approximately 110 housing units and 32,500 square feet of retail space. The HRA and City have determined that it will be necessary to provide assistance to the project(s) for certain District costs, as described. The HRA has studied the feasibility of the development or redevelopment of property in and around the District. To facilitate the establishment and development or redevelopment of the District, this TIF Plan authorizes the use of tax increment financing to pay for the cost of certain eligible expenses. The estimate of public costs and uses of funds associated with the District is outlined in the table below. These estimates establish the maximum amount permitted to be expended, but the City/HRA is not obligated to expend this full amount. USES OF TAX INCREMENT FUNDS TOTAL Land/Building Acquisition $6,100,000 Site Improvements/Preparation $1,600,000 Utilities $1,900,000 Other Qualifying Improvements $4,240,111 Administrative Costs (up to 10%)$2,851,977 PROJECT COST TOTAL $16,692,088 Interest $14,679,657 PROJECT AND INTEREST COSTS TOTAL $31,371,745 The project cost utilizing tax increment, including financing costs (interest) listed in the table above does not exceed the total projected tax increments for the District as shown in Subsection 2-9. Estimated costs associated with the District are subject to change among categories without a modification to this TIF Plan as permitted by M.S. Section 469.175, Subd. 4. The cost of all activities to be considered for tax increment financing will not exceed, without formal modification, the budget above pursuant to the applicable statutory requirements. Pursuant to M.S., Section 469.1763, Subd. 2, no more than 25 percent of the tax increment paid by property within the District will be spent on activities related to development or redevelopment outside of the District but within the boundaries of the Southeast Edina Redevelopment Project Area, (including administrative costs, which are considered to be spent outside of the District) subject to the limitations as described in this TIF Plan. Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-6 Subsection 2-11. Fiscal Disparities Election Pursuant to M.S., Section 469.177, Subd. 3, the City may elect one of two methods to calculate fiscal disparities. If the calculations pursuant to M.S., Section 469.177, Subd. 3, clause b, (within the District) are followed, the following method of computation shall apply: (1) The original net tax capacity shall be determined before the application of the fiscal disparity provisions of Chapter 276A or 473F. The current net tax capacity shall exclude any fiscal disparity commercial-industrial net tax capacity increase between the original year and the current year multiplied by the fiscal disparity ratio determined pursuant to M.S., Section 276A.06, subdivision 7 or M.S., Section 473F.08, subdivision 6. Where the original net tax capacity is equal to or greater than the current net tax capacity, there is no captured tax capacity and no tax increment determination. Where the original tax capacity is less than the current tax capacity, the difference between the original net tax capacity and the current net tax capacity is the captured net tax capacity. This amount less any portion thereof which the authority has designated, in its tax increment financing plan, to share with the local taxing districts is the retained captured net tax capacity of the authority. (2) The county auditor shall exclude the retained captured net tax capacity of the authority from the net tax capacity of the local taxing districts in determining local taxing district tax rates. The local tax rates so determined are to be extended against the retained captured net tax capacity of the authority as well as the net tax capacity of the local taxing districts. The tax generated by the extension of the less of (A) the local taxing district tax rates or (B) the original local tax rate to the retained captured net tax capacity of the authority is the tax increment of the authority. The City chooses to calculate fiscal disparities by clause b. According to M.S., Section 469.177, Subd. 3: (c) The method of computation of tax increment applied to a district pursuant to paragraph (a) or (b) shall remain the same for the duration of the district, except that the governing body may elect to change its election from the method of computation in paragraph (a) to the method in paragraph (b). Subsection 2-12. Business Subsidies M.S. Section 116J.993 to 116J.995 defines a business subsidy as a “grant, contribution of personal property, real property, infrastructure, the principal amount of a loan at rates below those commercially available to the recipient, any reduction or deferral of any tax or any fee, any guarantee of any payment under any loan, lease or other obligation, or any preferential use of government facilities given to a business.” Also included in the definition are many forms of economic assistance. Some forms of assistance, such as tax increment, are specifically excluded from business subsidy requirements. Pursuant to M.S., Section 116J.993, Subd. 3, the following forms of financial assistance are not considered a business subsidy: (1) A business subsidy of less than $150,000; (2) Assistance that is generally available to all businesses or to a general class of similar businesses, such as a line of business, size, location, or similar general criteria; Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-7 (3) Public improvements to buildings or lands owned by the state or local government that serve a public purpose and do not principally benefit a single business or defined group of businesses at the time the improvements are made; (4) Redevelopment property polluted by contaminants as defined in M.S., Section 116J.552, Subd. 3; (5) Assistance provided for the sole purpose of renovating old or decaying building stock or bringing it up to code and assistance provided for designated historic preservation districts, provided that the assistance is equal to or less than 50% of the total cost; (6) Assistance to provide job readiness and training services if the sole purpose of the assistance is to provide those services; (7) Assistance for housing; (8) Assistance for pollution control or abatement, including assistance for a tax increment financing hazardous substance subdistrict as defined under M.S., Section 469.174, Subd. 23; (9) Assistance for energy conservation; (10) Tax reductions resulting from conformity with federal tax law; (11) Workers' compensation and unemployment compensation; (12) Benefits derived from regulation; (13) Indirect benefits derived from assistance to educational institutions; (14) Funds from bonds allocated under chapter 474A, bonds issued to refund outstanding bonds, and bonds issued for the benefit of an organization described in section 501 (c) (3) of the Internal Revenue Code of 1986, as amended through December 31, 1999; (15) Assistance for a collaboration between a Minnesota higher education institution and a business; (16) Assistance for a tax increment financing soils condition district as defined under M.S., Section 469.174, Subd. 19; (17) Redevelopment when the recipient's investment in the purchase of the site and in site preparation is 70 percent or more of the assessor's current year's estimated market value; (18) General changes in tax increment financing law and other general tax law changes of a principally technical nature; (19) Federal assistance until the assistance has been repaid to, and reinvested by, the state or local government agency; (20) Funds from dock and wharf bonds issued by a seaway port authority; (21) Business loans and loan guarantees of $150,000 or less; (22) Federal loan funds provided through the United States Department of Commerce, Economic Development Administration; and (23) Property tax abatements granted under M.S., Section 469.1813 to property that is subject to valuation under Minnesota Rules, chapter 8100. The HRA will comply with M.S., Sections 116J.993 to 116J.995 to the extent the tax increment assistance under this TIF Plan does not fall under any of the above exemptions. Subsection 2-13. County Road Costs Pursuant to M.S., Section 469.175, Subd. 1a, the county board may require the HRA or City to pay for all or part of the cost of county road improvements if the proposed development to be assisted by tax increment will, in the judgment of the county, substantially increase the use of county roads requiring construction of road improvements or other road costs and if the road improvements are not scheduled within the next five years under a capital improvement plan or within five years under another county plan. The county roads in the vicinity of the District include France Avenue (County Road 17) and the portion of 50th St. W (County Road 21) located in Minneapolis, east of France Ave. The HRA and the City are aware that the county could claim that tax increment should be used for county roads, even after the public hearing. If the county elects to use increments to improve county roads, it must notify the HRA or City within forty- Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-8 five days of receipt of this TIF Plan. In the opinion of the HRA and City and consultants, the proposed development outlined in this TIF Plan will have little or no impact upon county roads, therefore the TIF Plan was not forwarded to the county 45 days prior to the public hearing. Subsection 2-14. Estimated Impact on Other Taxing Jurisdictions The estimated impact on other taxing jurisdictions assumes that the redevelopment contemplated by the TIF Plan would occur without the creation of the District. However, the HRA or City has determined that such development or redevelopment would not occur "but for" tax increment financing and that, therefore, the fiscal impact on other taxing jurisdictions is $0. The estimated fiscal impact of the District would be as follows if the "but for" test was not met: IMPACT ON TAX BASE IF “BUT FOR” NOT MET 2016/Pay 2017 Total Net Tax Capacity Estimated Captured Tax Capacity (CTC) Upon Completion Percent of CTC to Entity Total Hennepin County 1,573,060,731 1,338,047 0.0851% City of Edina 116,854,423 1,338,047 1.1451% Edina ISD No. 273 97,015,332 1,338,047 1.3792% IMPACT ON TAX RATES IF “BUT FOR” NOT MET Pay 2017 Extension Rates Percent of Total Rate CTC Potential Annual Taxes Hennepin County 0.440870 37.29% 1,338,047 589,905 City of Edina 0.282710 23.92% 1,338,047 378,279 Edina ISD No. 273 0.347980 29.44% 1,338,047 465,614 Other 0.110570 9.35%1,338,047 147,948 Total 1.182130 100.00%1,581,747 The estimates listed above display the captured tax capacity (CTC) when all construction anticipated in Appendix A is completed. The tax rate used for calculations is the actual Pay 2017 rate as obtained from Hennepin County. The total net capacity for the entities listed above are based on actual Pay 2017 figures. The District will be certified under the actual Pay 2017 rates, assuming the request for certification is made prior to June 30, 2017. Pursuant to M.S. Section 469.175 Subd. 2(b): (1) Estimate of total tax increment. It is estimated that the total amount of tax increment that will be generated over the life of the District is $28,519,768; (2) Probable impact of the District on City-provided services and ability to issue debt. Based upon input from the Edina Police Department, an impact of the District on police protection is not expected. The Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-9 City Police Department does track all calls for service including property-type calls and crimes. With any addition of new residents or businesses, police calls for service will be increased. New developments add an increase in traffic and additional overall demands to the call load. The City does not expect that the proposed development, in and of itself, will necessitate new capital investment. Based upon input from the Edina Fire Department, the probable impact of the District on fire protection is not expected to be significant. The City expects costs of inspection and that the development to generate a minor increase in EMS calls, depending on the occupancy mix of the residential units. Typically new buildings compliant with building and fire codes generate few fire calls, if any, and are of superior construction beneficial to the mission of the Fire Department. Based upon input from the Edina Engineering Department, the impact of the District on public infrastructure is expected to be moderate. The redevelopment is not expected to require additional infrastructure to address its impact to traffic movement in the area. Aging parking infrastructure will be replaced with a pedestrian plaza and pedestrian-oriented woonerf, offset by public investment of $11 million in parking infrastructure expansion to the District’s North Ramp. The operating costs from changes in configuration of the publicly maintained spaces resulting from the redevelopment are anticipated to remain neutral or slightly reduced. Based on the approved development plans, costs associated with street maintenance, sweeping, plowing, lighting and sidewalks are also expected to be neutral. The current infrastructure for sanitary sewer, storm sewer and water will be able to handle additional volume generated from the proposed development. The development in the District is expected to contribute an estimated $740,350 in combined City and Metropolitan Council sanitary sewer (SAC) and water (WAC) connection fees. It is not anticipated that there will be any general obligation debt issued in relation to this project, therefore there will be no impact on the City's ability to issue future debt or on the City's debt limit. (3) Estimated amount of tax increment attributable to school district levies. M.S. Section 469.175 Subd. 2 (b) requires the TIF Plan to calculate “the estimated amount of tax increments over the life of the District that would be attributable to school district levies, assuming the school district’s share of the total local tax rate for a taxing jurisdictions remained the same.” The amount of tax increments over the life of the district that would be attributable to school district levies, assuming the school district’s share of the total local tax rate for all taxing jurisdictions remained the same, is $8,396,220. The amount is calculated by multiplying the total estimated increment of $28, 519,768 by the percent of the total tax rate attributable to the school district (based on the Pay 2017 tax rate) of 29.44%. (4) Estimated amount of tax increment attributable to county levies. M.S., Section 469.175 Subd. 2(b) requires the TIF Plan to calculate “the estimated amount of tax increments over the life of the District that would be attributable to county levies, assuming the county’s share of the total local tax rate for all taxing jurisdictions remained the same.” The amount of tax increments over the life of the District that would be attributable to county levies, assuming the county's share of the total local tax rate for all taxing jurisdictions remained the same, is $10,635,021. The amount is calculated by multiplying the total estimated increment of $28,519,768 by the percent of the total tax rate attributable to the county (based on the Pay 2017 tax rate) of 37.29%; (5) Additional information requested by the county or school district. The City is not aware of any standard questions in a county or school district written policy regarding tax increment districts and impact on county or school district services. The county or school district must request additional information pursuant to M.S. Section 469.175 Subd. 2(b) within 15 days after receipt of the tax increment financing plan. Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-10 At this time, no requests for additional information from the county or school district regarding the proposed development for the District have been received. Subsection 2-15. Supporting Documentation Pursuant to M.S. Section 469.175, Subd. 1 (a), clause 7 the TIF Plan must contain identification and description of studies and analyses used to make the determination set forth in M.S. Section 469.175, Subd. 3, clause (b)(2) and the findings that are required in the resolution approving the District. Following is a list of reports and studies on file at the City that support the HRA and City's findings: • Redevelopment Qualifications Report: Stantec Consulting, April 2017. •50th and France Transportation Study: SRF Consulting Group, January 20, 2017. • Edina Colalborative Development Transportation Study: SRF Consulting Group, March 31, 2017 •50th St. and France Avenue Neighborhood Study: SRF Consulting Group, March 31, 2017. Subsection 2-16. Definition of Tax Increment Revenues Pursuant to M.S., Section 469.174, Subd. 25, tax increment revenues derived from a tax increment financing district include all of the following potential revenue sources: 1. Taxes paid by the captured net tax capacity, but excluding any excess taxes, as computed under M.S., Section 469.177; 2. The proceeds from the sale or lease of property, tangible or intangible, to the extent the property was purchased by the authority with tax increments; 3. Principal and interest received on loans or other advances made by the authority with tax increments; 4. Interest or other investment earnings on or from tax increments; 5. Repayments or return of tax increments made to the Authority under agreements for districts for which the request for certification was made after August 1, 1993. Subsection 2-17. Modifications to the District In accordance with M.S., Section 469.175, Subd. 4, any: 1. Reduction or enlargement of the geographic area of the District, if the reduction does not meet the requirements of M.S., Section 469.175, Subd. 4(e); 2. Increase in amount of bonded indebtedness to be incurred; 3. A determination to capitalize interest on debt if that determination was not a part of the original TIF Plan; 4. Increase in the portion of the captured net tax capacity to be retained by the Authority; 5. Increase in the estimate of the cost of the District, including administrative expenses, that will be paid or financed with tax increment from the District; or 6. Designation of additional property to be acquired by the Authority, shall be approved upon the notice and after the discussion, public hearing and findings required for approval of the original TIF Plan. Pursuant to M.S. Section 469.175 Subd. 4(f), the geographic area of the District may be reduced, but shall not be enlarged after five years following the date of certification of the original net tax capacity by the county auditor. If a redevelopment district is enlarged, the reasons and supporting facts for the determination that the addition to the district meets the criteria of M.S., Section 469.174, Subd. 10, must be documented in Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-11 writing and retained. The requirements of this paragraph do not apply if (1) the only modification is elimination of parcel(s) from the District and (2)(A) the current net tax capacity of the parcel(s) eliminated from the District equals or exceeds the net tax capacity of those parcel(s) in the District's original net tax capacity or (B) the HRA agrees that, notwithstanding M.S., Section 469.177, Subd. 1, the original net tax capacity will be reduced by no more than the current net tax capacity of the parcel(s) eliminated from the District. The HRA or City must notify the County Auditor of any modification to the District. Modifications to the District in the form of a budget modification or an expansion of the boundaries will be recorded in the TIF Plan. Subsection 2-18. Administrative Expenses In accordance with M.S., Section 469.174, Subd. 14, administrative expenses means all expenditures of the HRA or City, other than: 1. Amounts paid for the purchase of land; 2. Amounts paid to contractors or others providing materials and services, including architectural and engineering services, directly connected with the physical development of the real property in the District; 3. Relocation benefits paid to or services provided for persons residing or businesses located in the District; 4. Amounts used to pay principal or interest on, fund a reserve for, or sell at a discount bonds issued pursuant to M.S., Section 469.178; or 5. Amounts used to pay other financial obligations to the extent those obligations were used to finance costs described in clauses (1) to (3). Administrative expenses also include amounts paid for services provided by bond counsel, fiscal consultants, and planning or economic development consultants. For districts for which certification was requested after July 31, 2001, pursuant to M.S., Section 469.176, Subd. 3, tax increment may be used to pay any authorized and documented administrative expenses for the District up to but not to exceed 10 percent of the total estimated tax increment expenditures authorized by the TIF Plan or the total tax increments, as defined by M.S., Section 469.174, Subd. 25, clause (1), from the District, whichever is less. Pursuant to M.S., Section 469.176, Subd. 4h, tax increments may be used to pay for the County's actual administrative expenses incurred in connection with the District and are not subject to the percentage limits of M.S., Section 469.176, Subd. 3. The county may require payment of those expenses by February 15 of the year following the year the expenses were incurred. Pursuant to M.S., Section 469. 177, Subd. 11, the County Treasurer shall deduct an amount (currently 0.36 percent) of any increment distributed to the HRA or City and the County Treasurer shall pay the amount deducted to the State Commissioner of Management and Budget for deposit in the state general fund to be appropriated to the State Auditor for the cost of financial reporting of tax increment financing information and the cost of examining and auditing authorities' use of tax increment financing. This amount may be adjusted annually by the Commissioner of Revenue. Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-12 Subsection 2-19. Limitation of Increment The tax increment pledged to the payment of bonds and interest thereon may be discharged and the District may be terminated if sufficient funds have been irrevocably deposited in the debt service fund or other escrow account held in trust for all outstanding bonds to provide for the payment of the bonds at maturity or redemption date. Pursuant to M.S., Section 469.176, Subd. 6: if, after four years from the date of certification of the original net tax capacity of the tax increment financing district pursuant to M.S., Section 469.177, no demolition, rehabilitation or renovation of property or other site preparation, including qualified improvement of a street adjacent to a parcel but not installation of utility service including sewer or water systems, has been commenced on a parcel located within a tax increment financing district by the authority or by the owner of the parcel in accordance with the tax increment financing plan, no additional tax increment may be taken from that parcel, and the original net tax capacity of that parcel shall be excluded from the original net tax capacity of the tax increment financing district. If the authority or the owner of the parcel subsequently commences demolition, rehabilitation or renovation or other site preparation on that parcel including qualified improvement of a street adjacent to that parcel, in accordance with the tax increment financing plan, the authority shall certify to the county auditor that the activity has commenced and the county auditor shall certify the net tax capacity thereof as most recently certified by the commissioner of revenue and add it to the original net tax capacity of the tax increment financing district. The county auditor must enforce the provisions of this subdivision. The authority must submit to the county auditor evidence that the required activity has taken place for each parcel in the district. The evidence for a parcel must be submitted by February 1 of the fifth year following the year in which the parcel was certified as included in the district. For purposes of this subdivision, qualified improvements of a street are limited to (1) construction or opening of a new street, (2) relocation of a street, and (3) substantial reconstruction or rebuilding of an existing street. The HRA or City or a property owner must improve parcels within the District by approximately June 2021 and report such actions to the County Auditor. Subsection 2-20. Use of Tax Increment The HRA or City hereby determines that it will use 100 percent of the captured net tax capacity of taxable property located in the District for the following purposes: 1. To pay the principal of and interest on bonds issued to finance a project; 2. To finance, or otherwise pay public redevelopment costs of the the Southeast Edina Redevelopment Project Area pursuant to M.S., Sections 469.001 to 469.047; 3. To pay for project costs as identified in the budget set forth in the TIF Plan; 4. To finance, or otherwise pay for other purposes as provided in M.S., Section 469.176, Subd. 4; 5. To pay principal and interest on any loans, advances or other payments made to or on behalf of the HRA or City or for the benefit of the Southeast Edina Redevelopment Project Area by a developer; 6. To finance or otherwise pay premiums and other costs for insurance or other security guaranteeing the payment when due of principal of and interest on bonds pursuant to the TIF Plan or pursuant to M.S., Chapter 462C. M.S., Sections 469.152 through 469.165, and/or M.S., Sections 469.178; and 7. To accumulate or maintain a reserve securing the payment when due of the principal and interest on the tax increment bonds or bonds issued pursuant to M.S., Chapter 462C, M.S., Sections 469.152 through 469.165, and/or M.S., Sections 469.178. Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-13 These revenues shall not be used to circumvent any levy limitations applicable to the City nor for other purposes prohibited by M.S., Section 469.176, Subd. 4. Tax increments generated in the District will be paid by Hennepin County to the HRA for the Tax Increment Fund of said District. The HRA or City will pay to the developer(s) annually an amount not to exceed an amount as specified in a developer's agreement to reimburse the costs of land acquisition, public improvements, demolition and relocation, site preparation, other qualifying improvements, and administration. Remaining increment funds will be used for HRA or City administration (up to 10 percent) and for the costs of public improvement activities outside the District. Subsection 2-21. Excess Increments Excess increments, as defined in M.S., Section 469.176, Subd. 2, shall be used only to do one or more of the following: 1. Prepay any outstanding bonds; 2. Discharge the pledge of tax increment for any outstanding bonds; 3. Pay into an escrow account dedicated to the payment of any outstanding bonds; or 4. Return the excess to the County Auditor for redistribution to the respective taxing jurisdictions in proportion to their local tax rates. Pursuant to M.S., Section 469.176, Subd. 2, “The authority shall annually determine the amount of excess increments for a district, if any. This determination must be based on the tax increment financing plan in effect on December 31 of the year and the increment and other revenues received as of December 31 of the year. The authority must spend or return the excess increments under paragraph (c) within nine months after the end of the year.” In addition, the HRA or City may, subject to the limitations set forth herein, choose to modify the TIF Plan in order to finance additional public costs in the Southeast Edina Redevelopment Project Area or the District. Subsection 2-22. Requirements for Agreements with the Developer The HRA or City will review any proposal for private development within the District to determine its conformance with the Redevelopment Plan and with applicable municipal ordinances and codes. To facilitate this effort, the following documents may be requested for review and approval: site plan, construction, mechanical, and electrical system drawings, landscaping plan, grading and storm drainage plan, signage system plan, and any other drawings or narrative deemed necessary by the HRA or City to demonstrate the conformance of the development with City plans and ordinances. The HRA or City may also use the Agreements to address other issues related to the development. Pursuant to M.S., Section 469.176, Subd. 5, no more than 25 percent, by acreage, of the property to be acquired in the District as set forth in the TIF Plan shall at any time be owned by the HRA or City as a result of acquisition with the proceeds of bonds issued pursuant to M.S., Section 469.178 to which tax increments from property acquired is pledged, unless prior to acquisition in excess of 25 percent of the acreage, the HRA or City concluded an agreement for the development or redevelopment of the property acquired and which provides recourse for the HRA or City should the development or redevelopment not be completed. Subsection 2-23. Assessment Agreements Pursuant to M.S., Section 469.177, Subd. 8, the HRA or City may enter into a written assessment agreement in recordable form with the developer of property within the District which establishes a minimum market value of the land and completed improvements for the duration of the District. The assessment agreement Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-14 shall be presented to the County Assessor who shall review the plans and specifications for the improvements to be constructed, review the market value previously assigned to the land upon which the improvements are to be constructed and, so long as the minimum market value contained in the assessment agreement appears, in the judgment of the assessor, to be a reasonable estimate, the County Assessor shall also certify the minimum market value agreement. Subsection 2-24. Administration of the District Administration of the District will be handled by the HRA Executive Director. Subsection 2-25. Annual Disclosure Requirements Pursuant to M.S., Section 469.175, Subds. 5, 6, and 6b the HRA or City must undertake financial reporting for all tax increment financing districts to the Office of the State Auditor, County Board and County Auditor on or before August 1 of each year. M.S., Section 469.175, Subd. 5 also provides that an annual statement shall be published in a newspaper of general circulation in the City on or before August 15. If the City fails to make a disclosure or submit a report containing the information required by M.S., Section 469.175 Subd. 5 and Subd. 6, the Office of the State Auditor will direct the County Auditor to withhold the distribution of tax increment from the District. Subsection 2-26. Reasonable Expectations As required by the TIF Act, in establishing the District, the determination has been made that the anticipated development would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIF Plan. In making said determination, reliance has been placed upon written representation made by the developer to such effects, and upon HRA and City staff’s awareness of the feasibility of developing the project site(s) within the District. A comparative analysis of estimated market values both with and without establishment of the District and the use of tax increments has been performed as described above. Such analysis is included with the cashflow in Appendix D, and indicates that the increase in estimated market value of the proposed development (less the indicated subtractions) exceeds the estimated market value of the site absent the establishment of the District and the use of tax increments. Subsection 2-27. Other Limitations on the Use of Tax Increment 1. General Limitations. All revenue derived from tax increment shall be used in accordance with the TIF Plan. The revenues shall be used to finance, or otherwise pay public redevelopment costs of the the Southeast Edina Redevelopment Project Area pursuant to M.S., Sections 469.001 to 469.047. Tax increments may not be used to circumvent existing levy limit law. No tax increment may be used for the acquisition, construction, renovation, operation, or maintenance of a building to be used primarily and regularly for conducting the business of a municipality, county, school district, or any other local unit of government or the state or federal government. This provision does not prohibit the use of revenues derived from tax increments for the construction or renovation of a parking structure. 2. Pooling Limitations. At least 75 percent of tax increments from the District must be expended on activities in the District or to pay bonds, to the extent that the proceeds of the bonds were used to finance Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-15 activities within said district or to pay, or secure payment of, debt service on credit enhanced bonds. Not more than 25 percent of said tax increments may be expended, through a development fund or otherwise, on activities outside of the District except to pay, or secure payment of, debt service on credit enhanced bonds. For purposes of applying this restriction, all administrative expenses must be treated as if they were solely for activities outside of the District. 3. Five Year Limitation on Commitment of Tax Increments. Tax increments derived from the District shall be deemed to have satisfied the 75 percent test set forth in paragraph (2) above only if the five year rule set forth in M.S., Section 469.1763, Subd. 3, has been satisfied; and beginning with the sixth year following certification of the District, 75 percent of said tax increments that remain after expenditures permitted under said five year rule must be used only to pay previously committed expenditures or credit enhanced bonds as more fully set forth in M.S., Section 469.1763, Subd. 5. 4. Redevelopment District. At least 90 percent of the revenues derived from tax increment from a redevelopment district must be used to finance the cost of correcting conditions that allow designation of redevelopment and renewal and renovation districts under M.S., Section 469.176 Subd. 4j. These costs include, but are not limited to, acquiring properties containing structurally substandard buildings or improvements or hazardous substances, pollution, or contaminants, acquiring adjacent parcels necessary to provide a site of sufficient size to permit development, demolition and rehabilitation of structures, clearing of the land, the removal of hazardous substances or remediation necessary for development of the land, and installation of utilities, roads, sidewalks, and parking facilities for the site. The allocated administrative expenses of the HRA or City, including the cost of preparation of the development action response plan, may be included in the qualifying costs. Subsection 2-28. Summary The Edina Housing and Redevelopment Authority is establishing the District to preserve and enhance the tax base, redevelop substandard areas, and provide employment opportunities in the City. The TIF Plan for the District was prepared by Ehlers & Associates, Inc., 3060 Centre Pointe Drive, Roseville, Minnesota 55113, telephone (651) 697-8500. Edina Housing and Redevelopment Authority Tax Increment Financing Plan for the 50th and France 2 Tax Increment Financing District 2-16 Appendix A Project Description In 2016, the HRA released a request for development proposals seeking to revitalize and redevelop an underutilized section of the 50th and France Commercial Area consisting of HRA-owned property and aging public infrastructure. As a result, the HRA accepted the proposal of Edina Market Street LLC to work toward a purchase agreement for a portion of the land in the District and to redevelop the site to complement the City’s re-investment of an estimated $11 million expansion to the city-owned North Parking Ramp. The 50 th and France 2 Tax Increment District is a significant redevelopment effort of the City of Edina. The redevelopment cost is estimated to be in excess of $74 million. The project focuses on revitalizing the site of the City’s underutilized property consisting of substandard vacant commercial property and aging public parking structure. The redevelopment envisions new construction of a 110-unit apartment building and 32,500 square feet of mixed commercial elements supplemented with a public plaza and public underground parking. The redevelopment is expected to start as early as the beginning of 2018 and occur over the next two years reaching initial occupancy in late 2019. Tax Increment from the District will be utilized in conjunction with potential funding from the Metropolitan Council, the Department of Employment and Economic Development, and Hennepin County to provide financing for the estimated $74 million private redevelopment project. The HRA proposes to issue a pay-as-you-go TIF Note to the developer to reimburse qualifying costs necessary to facilitate the redevelopment. Appendix A-1   Appendix B Map of the Southeast Edina Redevelopment Project Area and the 50th and France 2 TIF District Appendix B-1 æ ¹» ¹» æ æ æ æ æ¹»æ æ ¹º¹º ¹º ñ ñ ñ ¹»æ æ æ ¹º ¹º æ æ ¹º æ æ ¹º ¹º æ æ æ ñ æ ¹º ñ æ ñ TR A C Y A V E VER N O N A V E WO O D D A L E A V E HA N S E N R D VA L L E Y V I E W R D 70TH ST W FR A N C E A V E S Mud Lake Lake Edina Mi r r o r L a k e Lake Cornelia Arrowhead Lake Highlands Lake Indianhead Lake M e l o d y L a k e Lake Pamela Hawkes Lake Harvey Lake Ce n t e n n i a l L a k e Min n e h a h a C r e e k Nine Mile Cre e k Nine M i l e C r e e k Ca n a d i a n P a c i f i c R a i l r o a d Ca n a d i a n P a c i f i c R a i l r o a d City Hall St Peters Lutheran Church & School Fire Station Public Works & Park Maintenance Grace Church Public Library Concord School Edina Covenant Cornelia School Colonial Church Highland School Calvary Lutheran Edina High School Our Lady of Grace Church & School Southview Jr High Crossview Lutheran Countryside School St Albans Episcopal Valley View Jr High Creek Valley School Normandale Lutheran Colony Park Baptist St Patricks Catholic Creek Valley Baptist Normandale Elementary St Stephens Episcopal Edina Community Center Golden Years Montessor Calvin Christian School Good Samaritan Methodist Edina Morningside Church Christ Presbyterian Church Chapel Hills Congregtional Shepard of the Hills Lutheran Edina Community Lutheran Church Fire Station BL A K E R D SC H A E F E R R D VERN O N A V E CA H I L L R D 66TH ST W YO R K A V E S INTERLACHEN BLVD MALONEY AVE 44TH S T W 50TH ST W 54TH ST W 58TH ST W GL E A S O N R D 70TH ST W 76TH ST W DEWEY HILL RD VALL E Y V I E W R D VALLEY VIEW RD MINNESOTA DR78TH ST W I-494 HW Y 1 0 0 HW Y 1 6 9 HW Y 1 6 9 HW Y 1 0 0 HWY 62 HWY 62 / Engineering Dept. May, 2017 Southeast Edina Redevelopment Project Area and 50th and France 2 TIF District Project Area 50th and France 2 TIF District 50th and France 2 TIF District W 50TH ST MARK ET ST F R A N C E A V E H A L I F A X A V E 1802 824140 030 1802 824140 032 1802 824140 026 1802 824140 036 1802 824140 120 1802 824140 035 1802 824140 123 1802 824140 023 1802 824140 034 /Engineer in g De pt.May, 2017 City of Edina50th and France 2 Tax Increment Financing Redevelopment District 50th and France 2 TIF District Appendix C Description of Property to be Included in the District The District encompasses all property and adjacent rights-of-way and abutting roadways identified by the parcels listed below. Parcel Numbers Address Owner 18-028-24-14-0023 3925 49 ½ St. W. Edina HRA 18-028-24-14-0026 3930 49 ½ St. W Edina HRA 18-028-24-14-0030 3936 49 ½ St. W. Edina HRA 18-028-24-14-0032 Unassigned Edina HRA 18-028-24-14-0034 3940 49 ½ St. W. Edina HRA 18-028-24-14-0035 3944 49 ½ St. W. Edina HRA 18-028-24-14-0036 Unassigned Edina HRA 18-028-24-14-0120 Unassigned Edina HRA 18-028-24-14-0123 Unassigned Edina HRA The property within the TIF District will be undergoing a platting process in the close of 2017 to facilitate the new use of the property and vertical subdivision. Appendix C-1 Appendix D Estimated Cash Flow for the District Appendix D-1 6/ 9 / 2 0 1 7 Base Value Assumptions - Page 1 Ma r k e t S t . - 4 9 1 / 2 S t r e e t R e d e v e l o p m e n t Ci t y o f E d i n a 11 0 h o u s i n g u n i t s a n d 3 2 , 5 0 0 ' r e t a i l AS S U M P T I O N S A N D R A T E S Di s t r i c t T y p e : R e d e v e l o p m e n t Di s t r i c t N a m e / N u m b e r : Co u n t y D i s t r i c t # : S D 2 7 3 / W D 3 Ex e m p t C l a s s R a t e ( E x e m p t ) 0 . 0 0 % Fi r s t Y e a r C o n s t r u c t i o n o r I n f l a t i o n o n V a l u e 2 0 1 8 Co m m e r c i a l I n d u s t r i a l P r e f e r r e d C l a s s R a t e ( C / I P r e f . ) Ex i s t i n g D i s t r i c t - S p e c i f y N o . Y e a r s R e m a i n i n g Fi r s t $ 1 5 0 , 0 0 0 1 . 5 0 % In f l a t i o n R a t e - E v e r y Y e a r : 3% Ov e r $ 1 5 0 , 0 0 0 2 . 0 0 % In t e r e s t R a t e : 6. 0 0 % Co m m e r c i a l I n d u s t r i a l C l a s s R a t e ( C / I ) 2 . 0 0 % Pr e s e n t V a l u e D a t e : 1- F e b - 1 9 Re n t a l H o u s i n g C l a s s R a t e ( R e n t a l ) 1 . 2 5 % Fi r s t P e r i o d E n d i n g 1 - A u g - 1 9 A ff o r d a b l e R e n t a l H o u s i n g C l a s s R a t e ( A f f . R e n t a l ) Ta x Y e a r D i s t r i c t w a s C e r t i f i e d : Pa y 2 0 1 7 Fi r s t $ 1 1 5 , 0 0 0 0 . 7 5 % Ca s h f l o w A s s u m e s F i r s t T a x I n c r e m e n t F o r D e v e l o p m e n t : 2 0 2 0 O v e r $ 1 15 , 0 0 0 0 . 2 5 % Ye a r s o f T a x I n c r e m e n t 2 6 N o n - H o m e s t e a d R e s i d e n t i a l ( N o n - H R e s . 1 U n i t ) A ss u m e s L a s t Y e a r o f T a x I n c r e m e n t 2 0 4 5 F i r s t $ 5 0 0 , 0 0 0 1 . 0 0 % Fi s c a l D i s p a r i t i e s E l e c t i o n [ O u t s i d e ( A ) , I n s i d e ( B ) , o r N A ] In s i d e ( B ) Ov e r $ 5 0 0 , 0 0 0 1 . 2 5 % In c r e m e n t a l o r T o t a l F i s c a l D i s p a r i t i e s In c r e m e n t a l Ho m e s t e a d R e s i d e n t a l C l a s s R a t e ( H m s t d . R e s . ) Fi s c a l D i s p a r i t i e s C o n t r i b u t i o n R a t i o 3 3 . 4 3 3 5 % P a y 2 0 1 7 F i n a l F i r s t $ 5 0 0 , 0 0 0 1 . 0 0 % Fi s c a l D i s p a r i t i e s M e t r o - W i d e T a x R a t e 1 5 0 . 0 4 9 0 % P a y 2 0 1 7 F i n a l O v er $ 5 0 0 , 0 0 0 1 . 2 5 % Ma x i m u m / F r o z e n L o c a l T a x R a t e : 1 1 8 . 2 1 3 % P a y 2 0 1 7 F i n a l A gr i c u l t u r a l N o n - H o m e s t e a d 1 . 0 0 % Cu r r e n t L o c a l T a x R a t e : ( U s e l e s s e r o f C u r r e n t o r M a x . ) 1 1 8 . 2 1 3 % Pa y 2 0 1 7 F i n a l St a t e - w i d e T a x R a t e ( C o m m . / I n d . o n l y u s e d f o r t o t a l t a x e s ) 4 5 . 8 0 20 % P a y 2 0 1 7 F i n a l Ma r k e t V a l u e T a x R a t e ( U s e d f o r t o t a l t a x e s ) 0 . 1 8 7 5 9 % P a y 2 0 1 7 F i na l Bu i l d i n g T o t a l P e r c e n t a g e T a x Y e a r P r o p e r t y C u r r e n t C l a s s A f t e r La n d M a r k e t M a r k e t O f V a l u e U s e d O r i g i n a l O r i g i n a l T a x O r i g i n a l A f t e r C o nversion Ma p # P I D O w n e r A d d r e s s M a r k e t V a l u e V a l u e V a l u e f o r D i s t r i c t M a r k e t V a lu e M a r k e t V a l u e C l a s s T a x C a p a c i t y C o n v e r s i o n O r i g . T a x C a p . C 18 0 2 8 2 4 1 4 0 0 3 6 H R A 89 8 , 4 0 0 0 8 9 8 , 4 0 0 1 0 0 % 8 9 8 , 4 0 0 P a y 2 0 1 7 E x e m p t - C / I P r e f . 1 7 , 2 1 8 2 C 18 0 2 8 2 4 1 4 0 0 3 2 H R A 1, 8 4 7 , 4 0 0 0 1 , 8 4 7 , 4 0 0 1 0 0 % 1 , 8 4 7 , 4 0 0 P a y 2 0 1 7 E x e m p t - R e n t a l 2 3 , 0 9 3 2 C 18 0 2 8 2 4 1 4 0 1 2 0 H R A 1, 5 1 1 , 3 0 0 0 1 , 5 1 1 , 3 0 0 1 0 0 % 1 , 5 1 1 , 3 0 0 P a y 2 0 1 7 E x e m p t - E x e m p t - 2 C 18 0 2 8 2 4 1 4 0 1 2 3 H R A 1, 2 9 0 , 9 0 0 0 1 , 2 9 0 , 9 0 0 1 0 0 % 1 , 2 9 0 , 9 0 0 P a y 2 0 1 7 E x e m p t - E x e m p t - 2 C 18 0 2 8 2 4 1 4 0 0 2 3 H R A 1, 0 7 1 , 0 0 0 0 1 , 0 7 1 , 0 0 0 1 0 0 % 1 , 0 7 1 , 0 0 0 P a y 2 0 1 7 E x e m p t - E x e m p t - 2 N 18 0 2 8 2 4 1 4 0 0 2 6 H R A 96 2 , 0 0 0 0 9 6 2 , 0 0 0 1 0 0 % 9 6 2 , 0 0 0 P a y 2 0 1 7 E x e m p t - E x e m p t - 1 N 18 0 2 8 2 4 1 4 0 0 3 0 H R A 3, 4 9 4 , 4 0 0 0 3 , 4 9 4 , 4 0 0 1 0 0 % 3 , 4 9 4 , 4 0 0 P a y 2 0 1 7 E x e m p t - E x e m p t - 1 N 18 0 2 8 2 4 1 4 0 0 3 4 H R A 89 0 , 0 0 0 0 8 9 0 , 0 0 0 1 0 0 % 8 9 0 , 0 0 0 P a y 2 0 1 7 E x e m p t - C / I P r e f . 1 7 , 0 5 0 1 N 18 0 2 8 2 4 1 4 0 0 3 5 H R A 79 3 , 9 0 0 1 , 0 0 0 7 9 4 , 9 0 0 1 0 0 % 7 9 4 , 9 0 0 P a y 2 0 1 7 C / I P r e f . 1 5 , 1 4 8 C / I P r e f . 1 5 , 1 4 8 1 12 , 7 5 9 , 3 0 0 1 , 0 0 0 1 2 , 7 6 0 , 3 0 0 12 , 7 6 0 , 3 0 0 1 5 , 1 4 8 7 2 , 5 0 9 No t e : 1. B a s e v a l u e s a r e f o r p a y 2 0 1 7 b a s e d u p o n r e v i e w o f C o u n t y w e bs i t e a n d a f f i r m e d b y C i t y A s s e s s o r o n 3 . 2 0 . 2 0 1 7 . C o n v e r s i o n a ss u m e d f o r p u b l i c a n d p r i v a t e e l e m e n t s . Ta x R a t e s B A S E V A L U E I N F O R M A T I O N ( O r i g i n a l T a x C a p a c i t y ) Area/ Phase Pr e p a r e d b y E h l e r s & A s s o c i a t e s , I n c . - E s t i m a t e s O n l y N: \ M i n n s o t a \ E D I N A \ H o u s i n g E c o n o m i c R e d e v e l o p m e n t \ T I F \ T I F D i s t r i cts\50th and France 2\TIF Run 5.25.2017 - Final 6/ 9 / 2 0 1 7 Base Value Assumptions - Page 2 Ma r k e t S t . - 4 9 1 / 2 S t r e e t R e d e v e l o p m e n t Ci t y o f E d i n a 11 0 h ou s i ng u n i ts a n d 32 ,50 0 ' r e t a il Es t i m a t e d T a x a b l e T o t a l T a x a b l e P r o p e r t y Pe r c e n t a g e P e r c e n t a g e P e r c e n t a g e P e r c e n t a g e F i r s t Y e a r Ma r k e t V a l u e M a r k e t V a l u e T o t a l M a r k e t T a x P r o j e c t P r o j e c t T a x C o m p l e t ed C o m p l e t e d C o m p l e t e d C o m p l e t e d F u l l T a x e s Ar e a / P h a s e N e w U s e P e r S q . F t . / U n i t P e r S q . F t . / U n i t S q . F t . / U n i t s V al u e C l a s s T a x C a p a c i t y Ca p a c i t y / U n i t 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 P a y a b l e No r t h R e t a i l 3 6 2 3 6 2 4 , 5 4 9 1 , 6 4 4 , 6 0 0 C / I P r e f . 3 2 , 1 4 2 7 . 0 7 1 0 0 % 1 0 0 % 1 0 0 % 1 0 0 % 2 0 2 0 No r t h R e t a i l 3 6 2 3 6 2 4 , 2 5 0 1 , 5 3 6 , 5 0 3 C / I 3 0 , 7 3 0 7 . 2 3 1 0 0 % 1 0 0 % 1 0 0 % 1 0 0 % 2 0 2 0 Ce n t e r R e t a i l 3 6 2 3 6 2 2 3 , 7 2 4 8 , 5 7 6 , 9 3 8 C / I 1 7 1 , 5 3 9 7 . 2 3 1 0 0 % 1 0 0 % 1 0 0 % 1 0 0 % 2 0 2 0 Ce n t e r H o u s i n g 3 7 0 , 7 3 4 3 7 0 , 7 3 4 1 1 0 4 0 , 7 8 0 , 7 9 0 R e n t a l 5 0 9 , 7 6 0 4 , 6 3 4 1 0 0 % 1 0 0 % 1 0 0 % 1 0 0 % 2 0 2 0 No r t h P a r k i n g R a m p 4 , 4 5 6 , 4 0 0 - 1 0 E x e m p t 0 - 1 0 0 % 1 0 0 % 1 0 0 % 1 0 0 % 2 0 2 0 Ce n t e r P l a z a / P a r k i n g 3 , 8 7 3 , 2 0 0 - 1 0 E x e m p t 0 - 1 0 0 % 1 0 0 % 1 0 0 % 1 0 0 % 2 0 2 0 TO T A L 52 , 5 3 8 , 8 3 0 7 4 4 , 1 7 1 Su b t o t a l R e s i d e n t i a l 1 1 0 4 0 , 7 8 0 , 7 9 0 5 0 9 , 7 6 0 Su b t o t a l C o m m e r c i a l / I n d . 3 2 , 5 2 3 1 1 , 7 5 8 , 0 4 0 2 3 4 , 4 1 1 No t e : 1. M a r k e t v a l u e s a r e b a s e d u p o n p r e l i m i n a r y e s t i m a t e s p r o v i d e d by t h e C i t y A s s e s s o r a n d a d j u s t e d f o r i n f l a t i o n . To t a l F i s c a l L o c a l L o c a l F i s c a l S t a t e - w i d e M a r k e t Ta x D i s p a r i t i e s T a x P r o p e r t y Di s p a r i t i e s P r o p e r t y V al u e T o t a l T a x e s P e r Ne w U s e Ca p a c i t y Ta x C a p a c i t y Ca p a c i t y Ta x e s T a x e s T a x e s T a x e s T a x e s S q . F t . / U n i t Re t a i l 3 2 , 1 4 2 1 0 , 7 4 6 2 1 , 3 9 6 2 5 , 2 9 3 1 6 , 1 2 5 1 4 , 7 2 2 3 , 0 8 5 5 9 , 2 2 4 1 3 . 0 2 Re t a i l 3 0 , 7 3 0 1 0 , 2 7 4 2 0 , 4 5 6 2 4 , 1 8 2 1 5 , 4 1 6 1 4 , 0 7 5 2 , 8 8 2 5 6 , 5 5 5 1 3 . 3 1 Re t a i l 1 7 1 , 5 3 9 5 7 , 3 5 1 1 1 4 , 1 8 7 1 3 4 , 9 8 4 8 6 , 0 5 5 7 8 , 5 6 8 1 6 , 0 8 9 3 1 5 , 6 9 7 1 3 . 3 1 Ho u s i n g 5 0 9 , 7 6 0 0 5 0 9 , 7 6 0 6 0 2 , 6 0 2 0 0 7 6 , 5 0 1 6 7 9 , 1 0 3 6 , 1 7 3 . 6 6 Pa r k i n g R a m p 0 0 0 0 0 0 0 0 0 . 0 0 Pl a z a / P a r k i n g 0 0 0 0 0 0 0 0 0 . 0 0 TO T A L 7 4 4 , 1 7 1 7 8 , 3 7 2 6 6 5 , 7 9 9 7 8 7 , 0 6 1 1 1 7 , 5 9 6 1 0 7 , 3 6 5 9 8 , 5 5 8 1 , 1 1 0 , 5 7 9 No t e : 1. T a x e s a n d t a x i n c r e m e n t w i l l v a r y s i g n f i c a n t l y f r o m y e a r t o y e a r d e p e n d i n g u p o n v a l u e s , r a t e s , s t a t e l a w , f i s c a l d i s p a r i t i es a n d o t h e r f a c t o r s w h i c h c a n n o t b e p r e d i c t e d . To t a l P r o p e r t y T a x e s 1 , 1 1 0 , 5 7 9 Cu r r e n t M a r k e t V a l u e - E s t . 1 2 , 7 6 0 , 3 0 0 le s s S t a t e - w i d e T a x e s ( 1 0 7 , 3 6 5 ) Ne w M a r k e t V a l u e - E s t . 6 0 , 8 6 8 , 4 3 0 le s s F i s c a l D i s p . A d j . ( 1 1 7 , 5 9 6 ) D i f f e r e n c e 4 8 , 1 0 8 , 1 3 0 le s s M a r k e t V a l u e T a x e s ( 9 8 , 5 5 8 ) Pr e s e n t V a l u e o f T a x I n c r e m e n t 1 2 , 2 5 3 , 1 4 9 le s s B a s e V a l u e T a x e s ( 6 6 , 1 8 4 ) D i f f e r e n c e 3 5 , 8 5 4 , 9 8 0 An n u a l G r o s s T I F 7 2 0 , 8 7 7 Va l u e l i k e l y t o o c c u r w i t h o u t T a x I n c r e m e n t i s l e s s t h a n : 35 , 8 5 4 , 9 8 0 W H A T I S E X C L U D E D F R O M T I F ? M A R K E T V A L U E B U T / F O R A N A L Y S I S TA X C A L C U L A T I O N S PR O J E C T I N F O R M A T I O N ( P r o j e c t T a x C a p a c i t y ) Pr e p a r e d b y E h l e r s & A s s o c i a t e s , I n c . - E s t i m a t e s O n l y N: \ M i n n s o t a \ E D I N A \ H o u s i n g E c o n o m i c R e d e v e l o p m e n t \ T I F \ T I F D i s t r i cts\50th and France 2\TIF Run 5.25.2017 - Final 6/ 9 / 2 0 1 7 Tax Increment Cashflow - Page 3 Ma r k e t S t . - 4 9 1 / 2 S t r e e t R e d e v e l o p m e n t Ci t y o f E d i n a 11 0 h o u s i n g u n i t s a n d 3 2 , 5 0 0 ' r e t a i l TA X I N C R E M E N T C A S H F L O W Pr o j e c t O r i g i n a l F i s c a l C a p t u r e d L o c a l A nn u a l S e m i - A n n u a l S t a t e A d m i n . S e m i - A n n u a l S e m i - A n n u a l P E R I O D % o f T a x T a x D i s p a r i t i e s T a x T a x G r o s s T a x G r o s s T a x A u d i t o r a t N e t T a x P r es e n t E N D I N G T a x P a y m e n t OT C C a p a c i t y C a p a c i t y I n c r e m e n t a l C a p ac i t y R a t e I n c r e m e n t I n c r e m e n t 0 . 3 6% 1 0 % I n c r e m e n t V a l u e Y r s . Y e a r D a t e - - - - 0 8 / 0 1 / 1 9 - - - - 0 2 / 0 1 / 2 0 10 0 % 7 4 4 , 1 7 1 ( 7 2 , 5 0 9 ) ( 6 1 , 8 5 0 ) 6 0 9 , 8 1 2 1 1 8 . 2 1 3 % 72 0 , 8 7 7 3 6 0 , 4 3 8 ( 1 , 2 9 8 ) ( 3 5 , 9 1 4 ) 3 2 3 , 2 2 7 2 9 5 , 7 9 8 0 . 5 2 0 2 0 0 8 / 0 1 / 2 0 10 0 % 7 4 4 , 1 7 1 ( 7 2 , 5 0 9 ) ( 6 1 , 8 5 0 ) 6 0 9 , 8 1 2 1 1 8 . 2 1 3 % 72 0 , 8 7 7 36 0 , 4 3 8 ( 1 , 2 9 8 ) ( 3 5 , 9 1 4 ) 3 2 3 , 2 2 7 5 8 2 , 9 8 1 1 2 0 2 0 0 2 / 0 1 / 2 1 10 0 % 7 6 6 , 4 9 6 ( 7 2 , 5 0 9 ) ( 6 4 , 2 0 1 ) 6 2 9 , 7 8 6 1 1 8 . 2 1 3 % 74 4 , 4 8 9 3 7 2 , 2 4 4 ( 1 , 3 4 0 ) ( 3 7 , 0 9 0 ) 3 3 3 , 8 1 4 8 7 0 , 9 3 2 1 . 5 2 0 2 1 0 8 / 0 1 / 2 1 10 0 % 7 6 6 , 4 9 6 ( 7 2 , 5 0 9 ) ( 6 4 , 2 0 1 ) 6 2 9 , 7 8 6 1 1 8 . 2 1 3 % 74 4 , 4 8 9 37 2 , 2 4 4 ( 1 , 3 4 0 ) ( 3 7 , 0 9 0 ) 3 3 3 , 8 1 4 1 , 1 5 0 , 4 9 6 2 2 0 2 1 0 2 / 0 1 / 2 2 10 0 % 7 8 9 , 4 9 1 ( 7 2 , 5 0 9 ) ( 6 6 , 6 2 3 ) 6 5 0 , 3 5 9 1 1 8 . 2 1 3 % 76 8 , 8 0 9 3 8 4 , 4 0 4 ( 1 , 3 8 4 ) ( 3 8 , 3 0 2 ) 3 4 4 , 7 1 9 1 , 4 3 0 , 7 8 4 2 . 5 2 0 2 2 0 8 / 0 1 / 2 2 10 0 % 7 8 9 , 4 9 1 ( 7 2 , 5 0 9 ) ( 6 6 , 6 2 3 ) 6 5 0 , 3 5 9 1 1 8 . 2 1 3 % 76 8 , 8 0 9 38 4 , 4 0 4 ( 1 , 3 8 4 ) ( 3 8 , 3 0 2 ) 3 4 4 , 7 1 9 1 , 7 0 2 , 9 0 8 3 2 0 2 2 0 2 / 0 1 / 2 3 10 0 % 8 1 3 , 1 7 5 ( 7 2 , 5 0 9 ) ( 6 9 , 1 1 7 ) 6 7 1 , 5 4 9 1 1 8 . 2 1 3 % 79 3 , 8 5 9 3 9 6 , 9 2 9 ( 1 , 4 2 9 ) ( 3 9 , 5 5 0 ) 3 5 5 , 9 5 0 1 , 9 7 5 , 7 1 4 3 . 5 2 0 2 3 0 8 / 0 1 / 2 3 10 0 % 8 1 3 , 1 7 5 ( 7 2 , 5 0 9 ) ( 6 9 , 1 1 7 ) 6 7 1 , 5 4 9 1 1 8 . 2 1 3 % 79 3 , 8 5 9 39 6 , 9 2 9 ( 1 , 4 2 9 ) ( 3 9 , 5 5 0 ) 3 5 5 , 9 5 0 2 , 2 4 0 , 5 7 4 4 2 0 2 3 0 2 / 0 1 / 2 4 10 0 % 8 3 7 , 5 7 1 ( 7 2 , 5 0 9 ) ( 7 1 , 6 8 7 ) 6 9 3 , 3 7 6 1 1 8 . 2 1 3 % 81 9 , 6 6 0 4 0 9 , 8 3 0 ( 1 , 4 7 5 ) ( 4 0 , 8 3 5 ) 3 6 7 , 5 1 9 2 , 5 0 6 , 0 7 8 4 . 5 2 0 2 4 0 8 / 0 1 / 2 4 10 0 % 8 3 7 , 5 7 1 ( 7 2 , 5 0 9 ) ( 7 1 , 6 8 7 ) 6 9 3 , 3 7 6 1 1 8 . 2 1 3 % 81 9 , 6 6 0 40 9 , 8 3 0 ( 1 , 4 7 5 ) ( 4 0 , 8 3 5 ) 3 6 7 , 5 1 9 2 , 7 6 3 , 8 4 9 5 2 0 2 4 0 2 / 0 1 / 2 5 10 0 % 8 6 2 , 6 9 8 ( 7 2 , 5 0 9 ) ( 7 4 , 3 3 3 ) 7 1 5 , 8 5 6 1 1 8 . 2 1 3 % 84 6 , 2 3 5 4 2 3 , 1 1 8 ( 1 , 5 2 3 ) ( 4 2 , 1 5 9 ) 3 7 9 , 4 3 5 3 , 0 2 2 , 2 2 6 5 . 5 2 0 2 5 0 8 / 0 1 / 2 5 10 0 % 8 6 2 , 6 9 8 ( 7 2 , 5 0 9 ) ( 7 4 , 3 3 3 ) 7 1 5 , 8 5 6 1 1 8 . 2 1 3 % 84 6 , 2 3 5 42 3 , 1 1 8 ( 1 , 5 2 3 ) ( 4 2 , 1 5 9 ) 3 7 9 , 4 3 5 3 , 2 7 3 , 0 7 7 6 2 0 2 5 0 2 / 0 1 / 2 6 10 0 % 8 8 8 , 5 7 9 ( 7 2 , 5 0 9 ) ( 7 7 , 0 5 8 ) 7 3 9 , 0 1 2 1 1 8 . 2 1 3 % 87 3 , 6 0 8 4 3 6 , 8 0 4 ( 1 , 5 7 2 ) ( 4 3 , 5 2 3 ) 3 9 1 , 7 0 8 3 , 5 2 4 , 4 9 9 6 . 5 2 0 2 6 0 8 / 0 1 / 2 6 10 0 % 8 8 8 , 5 7 9 ( 7 2 , 5 0 9 ) ( 7 7 , 0 5 8 ) 7 3 9 , 0 1 2 1 1 8 . 2 1 3 % 87 3 , 6 0 8 43 6 , 8 0 4 ( 1 , 5 7 2 ) ( 4 3 , 5 2 3 ) 3 9 1 , 7 0 8 3 , 7 6 8 , 5 9 9 7 2 0 2 6 0 2 / 0 1 / 2 7 10 0 % 9 1 5 , 2 3 6 ( 7 2 , 5 0 9 ) ( 7 9 , 8 6 6 ) 7 6 2 , 8 6 2 1 1 8 . 2 1 3 % 90 1 , 8 0 2 4 5 0 , 9 0 1 ( 1 , 6 2 3 ) ( 4 4 , 9 2 8 ) 4 0 4 , 3 5 0 4 , 0 1 3 , 2 3 7 7 . 5 2 0 2 7 0 8 / 0 1 / 2 7 10 0 % 9 1 5 , 2 3 6 ( 7 2 , 5 0 9 ) ( 7 9 , 8 6 6 ) 7 6 2 , 8 6 2 1 1 8 . 2 1 3 % 90 1 , 8 0 2 45 0 , 9 0 1 ( 1 , 6 2 3 ) ( 4 4 , 9 2 8 ) 4 0 4 , 3 5 0 4 , 2 5 0 , 7 5 0 8 2 0 2 7 0 2 / 0 1 / 2 8 10 0 % 9 4 2 , 6 9 3 ( 7 2 , 5 0 9 ) ( 8 2 , 7 5 7 ) 7 8 7 , 4 2 7 1 1 8 . 2 1 3 % 93 0 , 8 4 1 4 6 5 , 4 2 1 ( 1 , 6 7 6 ) ( 4 6 , 3 7 5 ) 4 1 7 , 3 7 1 4 , 4 8 8 , 7 7 1 8 . 5 2 0 2 8 0 8 / 0 1 / 2 8 10 0 % 9 4 2 , 6 9 3 ( 7 2 , 5 0 9 ) ( 8 2 , 7 5 7 ) 7 8 7 , 4 2 7 1 1 8 . 2 1 3 % 93 0 , 8 4 1 46 5 , 4 2 1 ( 1 , 6 7 6 ) ( 4 6 , 3 7 5 ) 4 1 7 , 3 7 1 4 , 7 1 9 , 8 5 9 9 2 0 2 8 0 2 / 0 1 / 2 9 10 0 % 9 7 0 , 9 7 4 ( 7 2 , 5 0 9 ) ( 8 5 , 7 3 6 ) 8 1 2 , 7 3 0 1 1 8 . 2 1 3 % 96 0 , 7 5 2 4 8 0 , 3 7 6 ( 1 , 7 2 9 ) ( 4 7 , 8 6 5 ) 4 3 0 , 7 8 2 4 , 9 5 1 , 4 2 6 9 . 5 2 0 2 9 0 8 / 0 1 / 2 9 10 0 % 9 7 0 , 9 7 4 ( 7 2 , 5 0 9 ) ( 8 5 , 7 3 6 ) 8 1 2 , 7 3 0 1 1 8 . 2 1 3 % 96 0 , 7 5 2 48 0 , 3 7 6 ( 1 , 7 2 9 ) ( 4 7 , 8 6 5 ) 4 3 0 , 7 8 2 5 , 1 7 6 , 2 4 7 1 0 2 0 2 9 0 2 / 0 1 / 3 0 10 0 % 1 , 0 0 0 , 1 0 3 ( 7 2 , 5 0 9 ) ( 8 8 , 8 0 4 ) 8 3 8 , 7 9 1 1 1 8 . 2 1 3 % 99 1 , 5 6 0 4 9 5 , 7 8 0 ( 1 , 7 8 5 ) ( 4 9 , 4 0 0 ) 4 4 4 , 5 9 6 5 , 4 0 1 , 5 2 0 1 0 . 5 2 0 3 0 0 8 / 0 1 / 3 0 10 0 % 1 , 0 0 0 , 1 0 3 ( 7 2 , 5 0 9 ) ( 8 8 , 8 0 4 ) 8 3 8 , 7 9 1 1 1 8 . 2 1 3 % 99 1 , 5 6 0 49 5 , 7 8 0 ( 1 , 7 8 5 ) ( 4 9 , 4 0 0 ) 4 4 4 , 5 9 6 5 , 6 2 0 , 2 3 2 1 1 2 0 3 0 0 2 / 0 1 / 3 1 10 0 % 1 , 0 3 0 , 1 0 6 ( 7 2 , 5 0 9 ) ( 9 1 , 9 6 3 ) 8 6 5 , 6 3 4 1 1 8 . 2 1 3 % 1, 0 2 3 , 2 9 2 5 1 1 , 6 4 6 ( 1 , 8 4 2 ) ( 5 0 , 9 8 0 ) 4 5 8 , 8 2 4 5 , 8 3 9 , 3 6 9 1 1 . 5 2 0 3 1 0 8 / 0 1 / 3 1 10 0 % 1 , 0 3 0 , 1 0 6 ( 7 2 , 5 0 9 ) ( 9 1 , 9 6 3 ) 8 6 5 , 6 3 4 1 1 8 . 2 1 3 % 1, 0 2 3 , 2 9 2 51 1 , 6 4 6 ( 1 , 8 4 2 ) ( 5 0 , 9 8 0 ) 4 5 8 , 8 2 4 6 , 0 5 2 , 1 2 3 1 2 2 0 3 1 0 2 / 0 1 / 3 2 10 0 % 1 , 0 6 1 , 0 0 9 ( 7 2 , 5 0 9 ) ( 9 5 , 2 1 8 ) 8 9 3 , 2 8 3 1 1 8 . 2 1 3 % 1, 0 5 5 , 9 7 7 5 2 7 , 9 8 8 ( 1 , 9 0 1 ) ( 5 2 , 6 0 9 ) 4 7 3 , 4 7 9 6 , 2 6 5 , 2 7 8 1 2 . 5 2 0 3 2 0 8 / 0 1 / 3 2 10 0 % 1 , 0 6 1 , 0 0 9 ( 7 2 , 5 0 9 ) ( 9 5 , 2 1 8 ) 8 9 3 , 2 8 3 1 1 8 . 2 1 3 % 1, 0 5 5 , 9 7 7 52 7 , 9 8 8 ( 1 , 9 0 1 ) ( 5 2 , 6 0 9 ) 4 7 3 , 4 7 9 6 , 4 7 2 , 2 2 5 1 3 2 0 3 2 0 2 / 0 1 / 3 3 10 0 % 1 , 0 9 2 , 8 4 0 ( 7 2 , 5 0 9 ) ( 9 8 , 5 7 0 ) 9 2 1 , 7 6 1 1 1 8 . 2 1 3 % 1, 0 8 9 , 6 4 2 5 4 4 , 8 2 1 ( 1 , 9 6 1 ) ( 5 4 , 2 8 6 ) 4 8 8 , 5 7 3 6 , 6 7 9 , 5 4 9 1 3 . 5 2 0 3 3 0 8 / 0 1 / 3 3 10 0 % 1 , 0 9 2 , 8 4 0 ( 7 2 , 5 0 9 ) ( 9 8 , 5 7 0 ) 9 2 1 , 7 6 1 1 1 8 . 2 1 3 % 1, 0 8 9 , 6 4 2 54 4 , 8 2 1 ( 1 , 9 6 1 ) ( 5 4 , 2 8 6 ) 4 8 8 , 5 7 3 6 , 8 8 0 , 8 3 5 1 4 2 0 3 3 0 2 / 0 1 / 3 4 10 0 % 1 , 1 2 5 , 6 2 5 ( 7 2 , 5 0 9 ) ( 1 0 2 , 0 2 3 ) 9 5 1 , 0 9 4 1 1 8 . 2 1 3 % 1, 1 2 4 , 3 1 6 5 6 2 , 1 5 8 ( 2 , 0 2 4 ) ( 5 6 , 0 1 3 ) 5 0 4 , 1 2 1 7 , 0 8 2 , 4 7 7 1 4 . 5 2 0 3 4 0 8 / 0 1 / 3 4 10 0 % 1 , 1 2 5 , 6 2 5 ( 7 2 , 5 0 9 ) ( 1 0 2 , 0 2 3 ) 9 5 1 , 0 9 4 1 1 8 . 2 1 3 % 1, 1 2 4 , 3 1 6 56 2 , 1 5 8 ( 2 , 0 2 4 ) ( 5 6 , 0 1 3 ) 5 0 4 , 1 2 1 7 , 2 7 8 , 2 4 6 1 5 2 0 3 4 0 2 / 0 1 / 3 5 10 0 % 1 , 1 5 9 , 3 9 4 ( 7 2 , 5 0 9 ) ( 1 0 5 , 5 7 9 ) 9 8 1 , 3 0 6 1 1 8 . 2 1 3 % 1, 1 6 0 , 0 3 1 5 8 0 , 0 1 6 ( 2 , 0 8 8 ) ( 5 7 , 7 9 3 ) 5 2 0 , 1 3 5 7 , 4 7 4 , 3 5 0 1 5 . 5 2 0 3 5 0 8 / 0 1 / 3 5 10 0 % 1 , 1 5 9 , 3 9 4 ( 7 2 , 5 0 9 ) ( 1 0 5 , 5 7 9 ) 9 8 1 , 3 0 6 1 1 8 . 2 1 3 % 1, 1 6 0 , 0 3 1 58 0 , 0 1 6 ( 2 , 0 8 8 ) ( 5 7 , 7 9 3 ) 5 2 0 , 1 3 5 7 , 6 6 4 , 7 4 3 1 6 2 0 3 5 0 2 / 0 1 / 3 6 10 0 % 1 , 1 9 4 , 1 7 5 ( 7 2 , 5 0 9 ) ( 1 0 9 , 2 4 2 ) 1 , 0 1 2 , 4 2 5 1 1 8 . 2 1 3 % 1 , 1 9 6 , 8 1 8 5 9 8 , 4 0 9 ( 2 , 1 5 4 ) ( 5 9 , 6 2 5 ) 5 3 6 , 6 2 9 7 , 8 5 5 , 4 5 2 1 6 . 5 2 0 3 6 0 8 / 0 1 / 3 6 10 0 % 1 , 1 9 4 , 1 7 5 ( 7 2 , 5 0 9 ) ( 1 0 9 , 2 4 2 ) 1 , 0 1 2 , 4 2 5 1 1 8 . 2 1 3 % 1 , 1 9 6 , 8 1 8 59 8 , 4 0 9 ( 2 , 1 5 4 ) ( 5 9 , 6 2 5 ) 5 3 6 , 6 2 9 8 , 0 4 0 , 6 0 6 1 7 2 0 3 6 0 2 / 0 1 / 3 7 10 0 % 1 , 2 3 0 , 0 0 1 ( 7 2 , 5 0 9 ) ( 1 1 3 , 0 1 5 ) 1 , 0 4 4 , 4 7 7 1 1 8 . 2 1 3 % 1 , 2 3 4 , 7 0 8 6 1 7 , 3 5 4 ( 2 , 2 2 2 ) ( 6 1 , 5 1 3 ) 5 5 3 , 6 1 8 8 , 2 2 6 , 0 5 9 1 7 . 5 2 0 3 7 0 8 / 0 1 / 3 7 10 0 % 1 , 2 3 0 , 0 0 1 ( 7 2 , 5 0 9 ) ( 1 1 3 , 0 1 5 ) 1 , 0 4 4 , 4 7 7 1 1 8 . 2 1 3 % 1 , 2 3 4 , 7 0 8 61 7 , 3 5 4 ( 2 , 2 2 2 ) ( 6 1 , 5 1 3 ) 5 5 3 , 6 1 8 8 , 4 0 6 , 1 1 0 1 8 2 0 3 7 0 2 / 0 1 / 3 8 10 0 % 1 , 2 6 6 , 9 0 1 ( 7 2 , 5 0 9 ) ( 1 1 6 , 9 0 1 ) 1 , 0 7 7 , 4 9 1 1 1 8 . 2 1 3 % 1 , 2 7 3 , 7 3 5 6 3 6 , 8 6 7 ( 2 , 2 9 3 ) ( 6 3 , 4 5 7 ) 5 7 1 , 1 1 7 8 , 5 8 6 , 4 4 2 1 8 . 5 2 0 3 8 0 8 / 0 1 / 3 8 10 0 % 1 , 2 6 6 , 9 0 1 ( 7 2 , 5 0 9 ) ( 1 1 6 , 9 0 1 ) 1 , 0 7 7 , 4 9 1 1 1 8 . 2 1 3 % 1 , 2 7 3 , 7 3 5 63 6 , 8 6 7 ( 2 , 2 9 3 ) ( 6 3 , 4 5 7 ) 5 7 1 , 1 1 7 8 , 7 6 1 , 5 2 2 1 9 2 0 3 8 0 2 / 0 1 / 3 9 10 0 % 1 , 3 0 4 , 9 0 8 ( 7 2 , 5 0 9 ) ( 1 2 0 , 9 0 4 ) 1 , 1 1 1 , 4 9 5 1 1 8 . 2 1 3 % 1 , 3 1 3 , 9 3 2 6 5 6 , 9 6 6 ( 2 , 3 6 5 ) ( 6 5 , 4 6 0 ) 5 8 9 , 1 4 1 8 , 9 3 6 , 8 6 7 1 9 . 5 2 0 3 9 0 8 / 0 1 / 3 9 10 0 % 1 , 3 0 4 , 9 0 8 ( 7 2 , 5 0 9 ) ( 1 2 0 , 9 0 4 ) 1 , 1 1 1 , 4 9 5 1 1 8 . 2 1 3 % 1 , 3 1 3 , 9 3 2 65 6 , 9 6 6 ( 2 , 3 6 5 ) ( 6 5 , 4 6 0 ) 5 8 9 , 1 4 1 9 , 1 0 7 , 1 0 5 2 0 2 0 3 9 0 2 / 0 1 / 4 0 10 0 % 1 , 3 4 4 , 0 5 5 ( 7 2 , 5 0 9 ) ( 1 2 5 , 0 2 7 ) 1 , 1 4 6 , 5 2 0 1 1 8 . 2 1 3 % 1 , 3 5 5 , 3 3 6 6 7 7 , 6 6 8 ( 2 , 4 4 0 ) ( 6 7 , 5 2 3 ) 6 0 7 , 7 0 5 9 , 2 7 7 , 5 9 2 2 0 . 5 2 0 4 0 0 8 / 0 1 / 4 0 10 0 % 1 , 3 4 4 , 0 5 5 ( 7 2 , 5 0 9 ) ( 1 2 5 , 0 2 7 ) 1 , 1 4 6 , 5 2 0 1 1 8 . 2 1 3 % 1 , 3 5 5 , 3 3 6 67 7 , 6 6 8 ( 2 , 4 4 0 ) ( 6 7 , 5 2 3 ) 6 0 7 , 7 0 5 9 , 4 4 3 , 1 1 4 2 1 2 0 4 0 0 2 / 0 1 / 4 1 10 0 % 1 , 3 8 4 , 3 7 7 ( 7 2 , 5 0 9 ) ( 1 2 9 , 2 7 3 ) 1 , 1 8 2 , 5 9 5 1 1 8 . 2 1 3 % 1 , 3 9 7 , 9 8 1 6 9 8 , 9 9 1 ( 2 , 5 1 6 ) ( 6 9 , 6 4 7 ) 6 2 6 , 8 2 7 9 , 6 0 8 , 8 7 1 2 1 . 5 2 0 4 1 0 8 / 0 1 / 4 1 10 0 % 1 , 3 8 4 , 3 7 7 ( 7 2 , 5 0 9 ) ( 1 2 9 , 2 7 3 ) 1 , 1 8 2 , 5 9 5 1 1 8 . 2 1 3 % 1 , 3 9 7 , 9 8 1 69 8 , 9 9 1 ( 2 , 5 1 6 ) ( 6 9 , 6 4 7 ) 6 2 6 , 8 2 7 9 , 7 6 9 , 8 0 1 2 2 2 0 4 1 0 2 / 0 1 / 4 2 10 0 % 1 , 4 2 5 , 9 0 8 ( 7 2 , 5 0 9 ) ( 1 3 3 , 6 4 7 ) 1 , 2 1 9 , 7 5 3 1 1 8 . 2 1 3 % 1 , 4 4 1 , 9 0 6 7 2 0 , 9 5 3 ( 2 , 5 9 5 ) ( 7 1 , 8 3 6 ) 6 4 6 , 5 2 2 9 , 9 3 0 , 9 5 2 2 2 . 5 2 0 4 2 0 8 / 0 1 / 4 2 10 0 % 1 , 4 2 5 , 9 0 8 ( 7 2 , 5 0 9 ) ( 1 3 3 , 6 4 7 ) 1 , 2 1 9 , 7 5 3 1 1 8 . 2 1 3 % 1 , 4 4 1 , 9 0 6 72 0 , 9 5 3 ( 2 , 5 9 5 ) ( 7 1 , 8 3 6 ) 6 4 6 , 5 2 2 1 0 , 0 8 7 , 4 0 9 2 3 2 0 4 2 0 2 / 0 1 / 4 3 10 0 % 1 , 4 6 8 , 6 8 5 ( 7 2 , 5 0 9 ) ( 1 3 8 , 1 5 2 ) 1 , 2 5 8 , 0 2 5 1 1 8 . 2 1 3 % 1 , 4 8 7 , 1 4 9 7 4 3 , 5 7 4 ( 2 , 6 7 7 ) ( 7 4 , 0 9 0 ) 6 6 6 , 8 0 8 1 0 , 2 4 4 , 0 7 6 2 3 . 5 2 0 4 3 0 8 / 0 1 / 4 3 10 0 % 1 , 4 6 8 , 6 8 5 ( 7 2 , 5 0 9 ) ( 1 3 8 , 1 5 2 ) 1 , 2 5 8 , 0 2 5 1 1 8 . 2 1 3 % 1 , 4 8 7 , 1 4 9 74 3 , 5 7 4 ( 2 , 6 7 7 ) ( 7 4 , 0 9 0 ) 6 6 6 , 8 0 8 1 0 , 3 9 6 , 1 8 0 2 4 2 0 4 3 0 2 / 0 1 / 4 4 10 0 % 1 , 5 1 2 , 7 4 6 ( 7 2 , 5 0 9 ) ( 1 4 2 , 7 9 2 ) 1 , 2 9 7 , 4 4 5 1 1 8 . 2 1 3 % 1 , 5 3 3 , 7 4 9 7 6 6 , 8 7 4 ( 2 , 7 6 1 ) ( 7 6 , 4 1 1 ) 6 8 7 , 7 0 2 1 0 , 5 4 8 , 4 8 0 2 4 . 5 2 0 4 4 0 8 / 0 1 / 4 4 10 0 % 1 , 5 1 2 , 7 4 6 ( 7 2 , 5 0 9 ) ( 1 4 2 , 7 9 2 ) 1 , 2 9 7 , 4 4 5 1 1 8 . 2 1 3 % 1 , 5 3 3 , 7 4 9 76 6 , 8 7 4 ( 2 , 7 6 1 ) ( 7 6 , 4 1 1 ) 6 8 7 , 7 0 2 1 0 , 6 9 6 , 3 4 5 2 5 2 0 4 4 0 2 / 0 1 / 4 5 10 0 % 1 , 5 5 8 , 1 2 8 ( 7 2 , 5 0 9 ) ( 1 4 7 , 5 7 2 ) 1 , 3 3 8 , 0 4 8 1 1 8 . 2 1 3 % 1 , 5 8 1 , 7 4 7 7 9 0 , 8 7 3 ( 2 , 8 4 7 ) ( 7 8 , 8 0 3 ) 7 0 9 , 2 2 4 1 0 , 8 4 4 , 3 9 6 2 5 . 5 2 0 4 5 0 8 / 0 1 / 4 5 10 0 % 1 , 5 5 8 , 1 2 8 ( 7 2 , 5 0 9 ) ( 1 4 7 , 5 7 2 ) 1 , 3 3 8 , 0 4 8 1 1 8 . 2 1 3 % 1 , 5 8 1 , 7 4 7 79 0 , 8 7 3 ( 2 , 8 4 7 ) ( 7 8 , 8 0 3 ) 7 0 9 , 2 2 4 1 0 , 9 8 8 , 1 3 4 2 6 2 0 4 5 0 2 / 0 1 / 4 6 T o t a l 28 , 6 2 2 , 8 1 0 ( 1 0 3 , 0 4 2 ) ( 2 , 8 5 1 , 9 7 7 ) 2 5 , 6 6 7 , 7 9 1 Pr e s e n t V a l u e F r o m 0 2 / 0 1 / 2 0 1 9 P r e s e n t V a l u e R a t e 6 . 0 0 % 12 , 2 5 3 , 1 4 9 ( 4 4 , 1 1 1 ) ( 1 , 2 2 0 , 9 0 4 ) 1 0 , 9 8 8 , 1 3 4 Pr e p a r e d b y E h l e r s & A s s o c i a t e s , I n c . - E s t i m a t e s O n l y N: \ M i n n s o t a \ E D I N A \ H o u s i n g E c o n o m i c R e d e v e l o p m e n t \ T I F \ T I F D i s t r i cts\50th and France 2\TIF Run 5.25.2017 - Final Appendix E Minnesota Business Assistance Form (Minnesota Department of Employment and Economic Development) A Minnesota Business Assistance Form (MBAF) should be used to report and/or update each calendar year's activity by April 1 of the following year. Please see the Minnesota Department of Employment and Economic Development (DEED) website at http://www.deed.state.mn.us/Community/subsidies/MBAFForm.htm for information and forms. Appendix E-1 Appendix F Redevelopment Qualifications for the District Appendix F-1 Final Report of Inspection Procedures and Results For Determining Qualifications of a Tax Increment Financing (TIF) District as a Redevelopment District Edina HRA Proposed TIF District Edina, Minnesota Stantec Project No. 193804505 April 13, 2017 Page 2 Table of Contents PART 1 Executive Summary 3 Purpose of Evaluation 3 Scope of Work 3 Conclusion 4 PART 2 Minnesota Statute 469.174, Subdivision 10 Requirements 4 PART 3 Procedures Followed 6 PART 4 Findings 7 A. Coverage Test 7 B. Condition of Building Test 8 1. Replacement Cost 8 2. Code Deficiencies 8 3. System Condition Deficiencies 9 C. Distribution of Substandard Structures 11 D. Conclusion 11 PART 5 Team Credentials 12 APPENDIX A Map of Proposed TIF District Hennepin County Property Maps APPENDIX B Building Code and Condition Deficiencies Reports APPENDIX C Code Deficiency Estimated Replacement Costs APPENDIX D Photographs Page 3 PART 1 – EXECUTIVE SUMMARY PURPOSE OF EVALUATION Stantec was retained by the City of Edina HRA to inspect and evaluate the properties within a Tax Increment Financing Redevelopment District (“TIF District”) proposed to be established by the City. The proposed TIF District is located in the City of Edina, in a general area between Halifax Avenue on the west, France Avenue on the east, and on both sides of 49-1/2 Street West (Figure 1). The purpose of Stantec’s work was to determine whether the proposed district meets the statutory requirements for coverage, and whether buildings on nine different parcels, located within the proposed TIF District, meet the qualifications required for a Redevelopment District. Figure 1 – Proposed TIF District SCOPE OF WORK The proposed district consists of nine (9) parcels containing two (2) parking ramps, one (1) commercial building, one (1) on-grade parking lot, and one (1) vacant lot. All the buildings in the proposed district received an onsite interior and exterior inspection. Building Code and Condition Deficiency Reports for each building inspected by Stantec are in Appendix B. Page 4 CONCLUSION After inspecting and evaluating the properties within the proposed TIF District and applying current statutory criteria for a Redevelopment District under Minnesota Statutes, Section 469.174, Subdivision 10, it is our professional opinion that the proposed TIF District does qualify as a Redevelopment District. The remainder of this report describes our process and findings in detail. PART 2 – MINNESOTA STATUTE 469.174, SUBDIVISION 10 REQUIREMENTS The properties were inspected in accordance with the following requirements under Minnesota Statutes, Section 469.174, Subdivision 10, which states: Interior Inspection "The municipality may not make such determination [that the building is structurally substandard] without an interior inspection of the property..." Exterior Inspection and Other Means "An interior inspection of the property is not required, if the municipality finds that (1) the municipality or authority is unable to gain access to the property after using its best efforts to obtain permission from the party that owns or controls the property; and (2) the evidence otherwise supports a reasonable conclusion that the building is structurally substandard." Documentation "Written documentation of the findings and reasons why an interior inspection was not conducted must be made and retained under section 469.175, subdivision 3(1)." Qualification Requirements Minnesota Statutes, Section 469.174, Subdivision 10(a)requires two tests for occupied parcels: 1. Coverage Test ”…parcels consisting of 70 percent of the area of the district are occupied by buildings, streets, utilities, paved or gravel parking lots, or other similar structures.” The coverage required by the parcel to be considered occupied is defined under Minnesota Statutes, Section 469.174, Subdivision 10(e), which states: " For purposes of this subdivision, a parcel is not occupied by buildings, streets, utilities, paved or gravel parking lots, or other similar structures unless 15 percent of the area of the parcel contains buildings, streets, utilities, paved or gravel parking lots, or other similar structures.” Page 5 2. Condition of Building Test …”and more than 50 percent of the buildings, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance;” 1. Structurally substandard is defined under Minnesota Statutes, Section 469.174, Subdivision 10(b), which states: “For purposes of this subdivision, "structurally substandard" shall mean containing defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors, which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance.” Definition of Substantial Renovation Because "Substantial renovation" can mean different things to different people, Stantec has attempted to clarify exactly what we consider to be "substantial renovation" as it relates to Minnesota Statutes, Section 469.174, Subdivision 10(a) (1). a. First, we researched national standards as to how much building owners should budget for annual maintenance and repair on their buildings as a percentage of replacement cost of the building. 1. According to the University of California "Facilities Renewal Budget Model" report of 1999, building owners should budget between two and three percent of current replacement value of their buildings for maintenance and repair work. This does not include routine janitorial work and routine items such as changing light bulbs and filters. 2. According to the Building Research Board of the National Research Council, one and one-half to three percent of a building's replacement value should be budgeted for maintenance and repair. b. Based on this information, Stantec utilized two and one-half percent as the desired amount of maintenance and repair that should be budgeted annually to keep a building in good working condition. We recognize through experience that only a small percentage of sophisticated building owners actually budget for and spend this amount of money every year on maintenance and repair. This is because most business owners are driven by other budgetary issues and tend to neglect the building maintenance and repair line items in their annual budgets. c. By establishing how much a building owner should be budgeting per year for maintenance and repairs, Stantec believes we could more easily establish an amount that would be considered "substantial" in comparison. If an owner is budgeting 2.5 percent of the building's replacement cost annually, most business owners or home owners would have to take out a loan to cover the cost of a substantial building Page 6 improvement. Assuming they had a fixed level of income to work with, they would have to keep the loan payment at a level very near the original 2.5 percent they should have been budgeting each year. In addition, they still would have to budget for the original 2.5 percent on top of the loan. In most cases, the mortgage terms would have to extend out to a point beyond the life expectancy of the building they were trying to improve, as most buildings built in the past fifty years are not designed to last beyond 40 years. d. Based on the calculations described above, we have defined substantial renovation for purposes of Minnesota Statutes, Section 469.174, Subdivision 10(c), as renovation with costs exceeding 15 percent of the building's replacement value. 2. Buildings are not eligible to be considered structurally substandard unless they meet certain additional criteria, as set forth in Subdivision 10(c) which states: "A building is not structurally substandard if it is in compliance with the building code applicable to new buildings or could be modified to satisfy the building code at a cost of less than 15 percent of the cost of constructing a new structure of the same square footage and type on the site. The municipality may find that a building is not disqualified as structurally substandard under the preceding sentence on the basis of reasonably available evidence, such as the size, type, and age of the building, the average cost of plumbing, electrical, or structural repairs, or other similar reliable evidence." "Items of evidence that support such a conclusion include recent fire or police inspections, on-site property tax appraisals or housing inspections, exterior evidence of deterioration, or other similar reliable evidence." PART 3 – PROCEDURES FOLLOWED Stantec performed interior and exterior inspections for both parking ramps and the one commercial building within the proposed TIF District on February 7, 2017. Visual observations were made of all levels of all properties and structures, with physical measurements taken where necessary. Area calculations and construction data are based upon information from various sources, as noted. Page 7 PART 4 – FINDINGS A. Coverage Test 1. The total square foot area of each parcel in the proposed TIF District was obtained from Hennepin County Property Map GIS mapping, and site verification. 2. The total square foot area of buildings and site improvements on the parcels in the proposed TIF District was obtained from City records, Hennepin County Property Map GIS mapping, and site verification. 3. The percentage of coverage for each parcel in the proposed TIF District was computed to determine if the 15 percent minimum requirement was met. The total square footage of parcels meeting the 15 percent requirement was divided into the total square footage of the entire district to determine if the 70 percent requirement was met. Findings: The proposed TIF District met the coverage test under Minnesota Statutes, Section 469.174, Subdivision 10(e), which resulted in parcels consisting of 88.8 percent of the area of the proposed TIF District being occupied by buildings, streets, utilities or paved drives or parking lots (Figure 2). This exceeds the 70 percent area coverage requirement for the proposed TIF District under Minnesota Statutes, Section 469.174, Subdivision 10(a) (1). Figure 2 – Coverage Test Aerial View Page 8 B. Condition of Building Test 1. Replacement Cost The first step in evaluating a building to determine if it is substandard to a degree requiring substantial renovation or clearance is to determine its replacement cost. This is the cost of constructing a new structure of the same square footage and type on site. Replacement costs were researched using R.S. Means Cost Works square foot models for 2017. A replacement cost was calculated by first establishing building use (office, retail, residential, etc.), building construction type (wood, concrete, masonry, etc.), and building size to obtain the appropriate median replacement cost, which factors in the costs of construction in Edina, Minnesota. Replacement cost includes labor, materials, and the contractor's overhead and profit. Replacement costs do not include architectural fees, legal fees or other “soft" costs not directly related to construction activities. Replacement cost for each building is tabulated in Appendix C. 2. Code Deficiencies The next step in evaluating a building is to determine what code deficiencies exist with respect to such building. Code deficiencies are those conditions for a building which are not in compliance with current building codes applicable to new buildings in the State of Minnesota. Minnesota Statutes, Section 469.174, Subdivision 10(c), specifically provides that a building cannot be considered structurally substandard if its code deficiencies are not at least 15 percent of the replacement cost of the building. Thus, it was necessary to determine the extent of code deficiencies for each building in the proposed TIF District. The evaluation was made by reviewing all available information with respect to such buildings contained in City Building Inspection records and making interior and exterior inspections of the buildings. Stantec utilized the 2015 Minnesota State Building Code as the official code for our evaluations. The Minnesota State Building Code is a series of provisional codes written specifically for Minnesota only requirements, adoption of several international codes, and amendments to the adopted international codes. After identifying the code deficiencies in each building, we used R.S. Means Cost Works 2017; Unit and Assembly Costs to determine the cost of correcting the identified deficiencies. We were then able to compare the correction costs with the replacement cost of each building to determine if the costs for correcting code deficiencies meet the required 15 percent threshold. Page 9 Finding: Two (2) of the three (3) buildings/structures (67 percent) in the proposed TIF District contained code deficiencies exceeding the 15 percent threshold required by Minnesota Statutes, Section 469.174, Subdivision 10(c). A complete Building Code and Condition Deficiency report for each building/structure in the proposed TIF District can be found in Appendix B of this report. 3. System Condition Deficiencies System condition deficiencies are a measurement of defects or substantial deterioration in site elements, structure, exterior envelope, mechanical and electrical components, fire protection and emergency systems, interior partitions, ceilings, floors, and doors. The evaluation was made by reviewing all available information contained in City records, and making interior and exterior inspections of the buildings. Stantec only identified system condition deficiencies that were visible upon our inspection of the building or contained in City records. We did not consider the amount of "service life" used up for a particular component unless it was an obvious part of that component's deficiencies. Minnesota Statutes, Section 469.174, Subdivision 10(c), provides for the minimum threshold of code deficiencies that must be met in order to consider a building substandard. If a building meets the minimum code deficiency threshold under Minnesota Statutes, Section 469.174, Subdivision 10(c), then in order for such building to be "structurally substandard" under Minnesota Statutes, Section 469.174, Subdivision 10(b), the building's defects or deficiencies should be of sufficient total significance to justify substantial renovation or clearance." Based on this definition, Stantec re-evaluated each of the buildings that met the code deficiency threshold under Minnesota Statutes, Section 469.174, Subdivision 10(c), to determine if the total deficiencies warranted "substantial renovation or clearance" based on the criteria we outlined above. Finding: In our professional opinion, two (2) of the three (3) buildings/structures (67 percent) in the proposed TIF District are structurally substandard to a degree requiring substantial renovation or clearance, because of defects in structural elements or a combination of deficiencies in essential utilities and facilities, light and ventilation, fire protection including adequate egress, layout and condition of interior partitions, or similar factors which defects or deficiencies are of sufficient total significance to justify substantial renovation or clearance as described below: Page 10 Hooten Cleaners – 3944 49-1/2 Street West – Parcel 1802824 140035 This building was found to be structurally substandard with code deficiencies that exceed the 15 percent of the building replacement value criteria as defined by Minnesota Statutes, Section 469.174, Subdivision 10 (b) and (c). Edina Public Parking Ramp – 3925 49-1/2 Street West – Parcels 1802824 140032, 1802824 140120, 1802824 140123, and 1802824 140023 This parking ramp was found to be structurally substandard with significant code deficiencies that exceed the 15 percent of the building replacement value criteria as defined by Minnesota Statutes, Section 469.174, Subdivision 10 (b) and (c). 50th & France Parking Ramp – 3936/3940 49-1/2 Street West – Parcels 1802824 140030 and 1802824 140034 This parking ramp has code and condition deficiencies, but they are not significant enough to reach the required 15 percent of building replacement value criteria as defined by Minnesota Statutes, Section 469.174, Subdivision 10 (b) and (c). Page 11 C. Distribution of Substandard Structures Much of this report has focused on the condition of individual buildings as they relate to requirements identified by Minnesota Statutes, Section 469.174, Subdivision 10. It is also important to look at the distribution of substandard buildings throughout the geographic area of the proposed TIF District. Finding: The substandard buildings are reasonably distributed throughout the geographic area of the proposed TIF District (Figure 3). Figure 3 – Distribution of Substandard Structures (shown shaded green) D. CONCLUSION After inspecting and evaluating the properties within the proposed TIF District and applying current statutory criteria for a Redevelopment District under Minnesota Statutes, Section 469.174, Subdivision 10a, it is our professional opinion that the proposed TIF District does qualify as a Redevelopment District. The remainder of this report describes our process and findings in detail. Page 12 PART 5 – TEAM CREDENTIALS Bruce P. Paulson, AIA – Senior Project Manager/Inspector Bruce has more than 41 years of architectural experience as project architect, project manager, and project designer for municipal, governmental, educational, commercial, hospitality, and healthcare clients. He is involved with all phases of the architectural process, from pre-design through construction administration, including specialty consulting in investigations for buildings, building condition surveys, TIF inspections, code reviews, estimating, and specification writing. Philip J. Caswell, P.E. – Sr. Associate/Structural Team Leader Phil has over 30 years of engineering experience that includes structural assessment, design, and construction of a wide variety of project types, including new buildings, additions, building renovations, and structure demolition, as well as design and construction of recreational facilities, dams, water and wastewater treatment and pumping facilities and flood control projects. Phil’s project experience involves all levels of a structure’s life cycle, from design and construction of new, to assessment and rehabilitation or expansion of existing structures, including historic structures, to renovation and repurposing of buildings, tanks, and facilities, to full demolition and site restoration. APPENDIX A APPENDIX B CITY OF EDINA PROPOSED TIF DISTRICT BUILDING CONDITION AND CODE DEFICIENCIES REPORT February 7, 2017 Property ID No.: 1802824 140035 Inspection Date(s) and Time(s): 2-7-17, 8:00 a.m. Inspection Type: Interior and exterior. General Description of Property: Commercial. Type of Construction: Exterior masonry bearing walls; interior steel framing Date of Construction: Original building constructed in 1949. Structure Size(s): 3,880 SF – Main Level; 1,500 SF – Basement; 350 SF outbuilding Summary of Deficiencies: It is our professional opinion that this building is Substandard because: o Substantial renovation is required to correct Conditions and Building Code deficiencies. Estimated Replacement Cost: $1,575,750.00 Estimated Cost to Correct Building Code Deficiencies: $336,391.20 Percentage of Replacement Cost for Building Code Deficiencies: 21.3% Description of Condition Deficiencies • Rear entrance doors are not on an accessible route. Grade is more than ½” below finish floor line. • Door hardware does not comply with accessibility code. • No drinking fountain. • No Public restroom on main level. • Staff restrooms in basement level with no accessible route. • Clearances at staff restroom water closets, urinal, and sinks do not comply with accessibility code. • Stairs to basement areas have treads and risers that do not comply with current code. • Handrails at stairs to basement areas do not comply with current code for extension past top and bottom nosings. • Basement areas are accessible by stair only. • HVAC system does not comply with current code requirements. • Exterior masonry walls have no insulation and do not comply with current energy code requirements. • Exterior windows in east, north and west walls at the main and basement levels are single pane in steel frames which do not comply with current energy code requirements. • Based on visual observation, we suspect the existing built-up roofing system does not have insulation in compliance with current energy code requirements. CITY OF EDINA PROPOSED TIF DISTRICT BUILDING CONDITION AND CODE DEFICIENCIES REPORT February 7, 2017 Property ID No.: 1802824 140030 and 1802824 140034 Inspection Date(s) and Time(s): 2-7-17, 8:00 a.m. Inspection Type: Interior and exterior. General Description of Property: Commercial Parking Ramp Type of Construction: Cast-In-Place and precast concrete. Date of Construction: Original building constructed in 1991; expansion constructed in 1997. Structure Size(s): 26,100 SF building footprint; 3 parking levels; 78,300 SF Total; 262 parking spaces Summary of Deficiencies: It is our professional opinion that this building is Not Substandard because: o Estimated cost to correct building code deficiencies is less than 15% of the estimated replacement cost. Estimated Replacement Cost: $2,369,880.00 Estimated Cost to Correct Building Code Deficiencies: $10,900.00 Percentage of Replacement Cost for Building Code Deficiencies: 0.005% Description of Condition Deficiencies • Exit/entrance doors to both stairways swing out over the paver sidewalk. Current code requires outswinging doors to have a structural stoop with frost footings to prevent heaving which could restrict the door swing and access/egress capability. • The current code requires 7 accessible parking spaces based on the total number of parking spaces provided (2015 Minnesota Accessibility Code, Table 1106.1). there are currently only 6 identified accessible parking spaces provided (two per parking level). • Limited damage to face brick veneer on columns and bollards are grade. • Limited damage to concrete wall at guardrails near east end of ramp at sidewalk level. CITY OF EDINA PROPOSED TIF DISTRICT BUILDING CONDITION AND CODE DEFICIENCIES REPORT February 7, 2017 Property ID No. & Property Address: 1802824 140026 (Vacant) Inspection Date(s) and Time(s): 2-7-17, 9:00 a.m. Inspection Type: None Summary of Conditions: Not Applicable. • There are no buildings on this parcel that would require an inspection. CITY OF EDINA PROPOSED TIF DISTRICT BUILDING CONDITION AND CODE DEFICIENCIES REPORT February 7, 2017 Property ID No.: 1802824 140036 and west half of 1802824 140032 Inspection Date(s) and Time(s): 2-7-17, 8:00 a.m. Inspection Type: Exterior. General Description of Property: On-grade paved parking lot. Type of Construction: Asphalt pavement and concrete curb and gutters. Structure Size(s): 24,880 SF; 35 parking spaces; 3 accessible spaces. Summary of Conditions: Paved parking lot appears to be in good condition. • There are no buildings on this parcel that would require an inspection. CITY OF EDINA PROPOSED TIF DISTRICT BUILDING CONDITION AND CODE DEFICIENCIES REPORT February 7, 2017 Property ID No.: East half of 1802824 140032, 1802824 140120, 1802824 140123, and 1802824 140023 Inspection Date(s) and Time(s): 2-7-17, 8:00 a.m. Inspection Type: Interior and exterior. General Description of Property: Commercial Parking Ramp Type of Construction: Cast-In-Place and precast concrete. Date of Construction: Constructed in 1977 Structure Size(s): 30,400 SF building footprint; 3 parking levels; 91,200 SF Total; 274 parking spaces Summary of Deficiencies: It is our professional opinion that this building is Substandard because: o Estimated cost to correct building code deficiencies is more than 15% of the estimated replacement cost. Estimated Replacement Cost: $2,751,200.00 Estimated Cost to Correct Building Code Deficiencies: $2,751,200.00 Percentage of Replacement Cost for Building Code Deficiencies: 100% Description of Condition Deficiencies • Clearance height is 6’-8”. • All parking spaces are on sloped ramps adjacent to existing stairs (3). • Stairs do not comply with minimum clear width for egress. • No elevator. • No accessible route from on-grade entrances to level parking spaces that could be striped to ADA compliance. APPENDIX C CITY OF EDINA PROPOSED TIF DISTRICT ESTIMATED REPLACEMENT COSTS 1 Property ID No. & Property Address: 1802824 140026 3930 49-1/2 Street West Vacant lot. Estimated Cost to Correct Building Code Deficiencies: $0.00 Property ID No. & Property Address: 1802824 140030/1802824 140034 3936/3940 49-1/2 St. W. West Stair stoop upgrade Demo existing paver sidewalk – 3 CY @ $350/CY $1,050.00 New concrete footing – 2 CY @ $375/CY $750.00 New 8” CMU walls – 56 SF @ $11.15/SF $625.00 New concrete stoop/ramp – 2.5 CY @ $350/CY $875.00 East Stair stoop upgrade Demo existing paver sidewalk – 3 CY @ $350/CY $1,050.00 New concrete footing – 2 CY @ $375/CY $750.00 New 8” CMU walls – 56 SF @ $11.15/SF $625.00 New concrete stoop/ramp – 2.5 CY @ $350/CY $875.00 Re-stripe parking to add one additional accessible parking space $800.00 Repair damaged face brick veneer at columns and bollards $2,000.00 Repair damaged concrete wall at guardrails $1,500.00 Estimated Cost to Correct Building Code Deficiencies: $10,900.00 Property ID No. & Property Address: 1802824 140035 3944 49-1/2 Street West Front entrance stoop upgrade Demo existing paver sidewalk – 3 CY @ $350/CY $1,050.00 New concrete footing – 2 CY @ $375/CY $750.00 New 8” CMU walls – 56 SF @ $11.15/SF $625.00 New concrete stoop/ramp – 2.5 CY @ $350/CY $875.00 Rear entrance 1 stoop upgrade Demo existing pavement – 3 CY @ $150/CY $450.00 New concrete footing – 2 CY @ $375/CY $750.00 New 8” CMU walls – 56 SF @ $11.15/SF $624.40 New concrete stoop/ramp – 2.5 CY @ $350/CY $875.00 Rear entrance 2 stoop upgrade Demo existing pavement – 3 CY @ $150/CY $450.00 New concrete footing – 2 CY @ $375/CY $750.00 New 8” CMU walls – 56 SF @ $11.15/SF $624.40 New concrete stoop/ramp – 2.5 CY @ $350/CY $875.00 Outbuilding entrance 3 stoop upgrade Demo existing pavement – 3 CY @ $150/CY $450.00 New concrete footing – 2 CY @ $375/CY $750.00 New 8” CMU walls – 56 SF @ $11.15/SF $624.40 New concrete stoop/ramp – 2.5 CY @ $350/CY $875.00 Replace door knobs with lever handles – 12 @ $275/door $3,300.00 Install new dual level drinking fountain $3,000.00 Insulate exterior single-wythe masonry walls - $13/SF x 3,600 SF $46,800.00 Replace single pane glazing with thermally improved frames and insulated glass – 704 SF @ $85/SF $59,840.00 Replace roofing system and insulation – 4,230 SF @ 15.50/SF $65,565.00 Restroom upgrade – demolition and new construction Male Restroom – 1 water closet, 1 lavatory 60 SF @ $400/SF $24,000.00 Female Restroom – 1 water closet, 1 lavatory 60 SF @ $400/SF $24,000.00 Upgrade stairs to basement level – 44 Risers @ $600/riser $26,400.00 Replace handrails at stairs to basement level – 4 @ 26LF @ $32/LF $3,328.00 CITY OF EDINA PROPOSED TIF DISTRICT ESTIMATED REPLACEMENT COSTS 2 HVAC System upgrade – 5,730 SF @ $7.00/SF $40,110.00 Ventilation System upgrade – 5,730 SF @ $5.00/SF $28,650.00 Estimated Cost to Correct Building Code Deficiencies: $336,391.20 Property ID No. & Property Address: 1802824 140036/1802824 140032 UNDEVELOPED On-grade paved parking lot. Property ID No. & Property Address: 1802824 140032/1802824 140120/1802824 140123/1802824 140023 3925 49-1/2 Street West Replace entire parking ramp to comply with minimum headroom and provide accessible parking spaces adjacent to an accessible route on each level Replace stairs to comply with minimum egress width Add new holeless hydraulic passenger elevator $2,751,200.00 Estimated Cost to Correct Building Code Deficiencies: $2,751,200.00 APPENDIX D PROPOSED EDINA TIF DISTRICT STUDY 193804505 1 EXISTING CONDITIONS PHOTOS Rth Photo 1: Hooten Cleaners rear entrance north wall Photo 2: Hooten Cleaners outbuilding entrance east wall Photo 3: Hooten Cleaners second rear entrance north wall Photo 4: Hooten Cleaners second rear entrance north wall PROPOSED EDINA TIF DISTRICT STUDY 193804505 2 EXISTING CONDITIONS PHOTOS Photo 5: Hooten Cleaners west wall Photo 6: Hooten Cleaners outbuilding second entrance Photo 7: Hooten Cleaners outbuilding west wall Photo 8: Hooten Cleaners west wall PROPOSED EDINA TIF DISTRICT STUDY 193804505 3 EXISTING CONDITIONS PHOTOS Photo 9: Hooten Cleaners west wall Photo 10: Hooten Cleaners south wall Photo 11: Hooten Cleaners south wall Photo 12: Hooten Cleaners south wall PROPOSED EDINA TIF DISTRICT STUDY 193804505 4 EXISTING CONDITIONS PHOTOS Photo 13: Hooten Cleaners interior Photo 14: Hooten Cleaners interior Photo 15: Hooten Cleaners interior Photo 16: Hooten Cleaners interior PROPOSED EDINA TIF DISTRICT STUDY 193804505 5 EXISTING CONDITIONS PHOTOS Photo 17: Hooten Cleaners interior Photo 18: Hooten Cleaners interior Photo 19: Hooten Cleaners interior roof drain line broken Photo 20: Hooten Cleaners interior PROPOSED EDINA TIF DISTRICT STUDY 193804505 6 EXISTING CONDITIONS PHOTOS Photo 21: Hooten Cleaners interior Photo 22: Hooten Cleaners interior Photo 23: Hooten Cleaners interior Photo 24: Hooten Cleaners interior basement water heates PROPOSED EDINA TIF DISTRICT STUDY 193804505 7 EXISTING CONDITIONS PHOTOS `+ Photo 25: Hooten Cleaners interior basement boilers Photo 26: Hooten Cleaners interior boiler room electrical Photo 27: Hooten Cleaners interior boiler room electrical Photo 28: Hooten Cleaners interior water softener PROPOSED EDINA TIF DISTRICT STUDY 193804505 8 EXISTING CONDITIONS PHOTOS Photo 29: Hooten Cleaners interior boiler room Photo 30: Hooten Cleaners interior boilers Photo 31: Hooten Cleaners interior basement restroom Photo 32: Hooten Cleaners interior basement restroom PROPOSED EDINA TIF DISTRICT STUDY 193804505 9 EXISTING CONDITIONS PHOTOS Photo 33: Hooten Cleaners basement cleanout Photo 34: Hooten Cleaners interior basement restroom Photo 35: Hooten Cleaners interior basement restroom Photo 36: Hooten Cleaners basement gas meter PROPOSED EDINA TIF DISTRICT STUDY 193804505 10 EXISTING CONDITIONS PHOTOS Photo 37: Hooten Cleaners interior basement restroom Photo 38: Hooten Cleaners interior basement restroom Photo 39: Hooten Cleaners interior basement restroom Photo 40: Hooten Cleaners interior basement restroom PROPOSED EDINA TIF DISTRICT STUDY 193804505 11 EXISTING CONDITIONS PHOTOS Photo 41: Hooten Cleaners interior Photo 42: Hooten Cleaners basement Photo 43: Hooten Cleaners basement Photo 44: Hooten Cleaners basement PROPOSED EDINA TIF DISTRICT STUDY 193804505 12 EXISTING CONDITIONS PHOTOS Photo 45: Hooten Cleaners basement Photo 46: Hooten Cleaners basement Photo 47: Hooten Cleaners interior Photo 48: Hooten Cleaners main level electrical PROPOSED EDINA TIF DISTRICT STUDY 193804505 13 EXISTING CONDITIONS PHOTOS Photo 49: Hooten Cleaners outbuilding interior Photo 50: Hooten Cleaners outbuilding interior Photo 51: Hooten Cleaners outbuilding interior Photo 52: Hooten Cleaners outbuilding interior PROPOSED EDINA TIF DISTRICT STUDY 193804505 14 EXISTING CONDITIONS PHOTOS Photo 53: Hooten Cleaners roof Photo 54: Hooten Cleaners roof Photo 55: Hooten Cleaners roof Photo 56: Hooten Cleaners roof PROPOSED EDINA TIF DISTRICT STUDY 193804505 15 EXISTING CONDITIONS PHOTOS Photo 57: Hooten Cleaners roof Photo 58: Hooten Cleaners outbuilding south wall Photo 59: 50th & France Parking Ramp east stair Photo 60: 50th & France Parking Ramp elevator – 3rd level PROPOSED EDINA TIF DISTRICT STUDY 193804505 16 EXISTING CONDITIONS PHOTOS Photo 61: 50th & France Parking Ramp west stair roof plank Photo 62: 50th & France Parking Ramp west stair roof Photo 63: 50th & France Parking Ramp west stair windows Photo 64: 50th & France Parking Ramp elevator – 2nd level PROPOSED EDINA TIF DISTRICT STUDY 193804505 17 EXISTING CONDITIONS PHOTOS Photo 65: 50th & France Parking Ramp west stair Photo 66: 50th & France Parking Ramp elevator – 1st level Photo 67: 50th & France Parking Ramp west stair entrance door Photo 68: 50th & France Parking Ramp – 1st level accessible spaces PROPOSED EDINA TIF DISTRICT STUDY 193804505 18 EXISTING CONDITIONS PHOTOS Photo 69: 50th & France Parking Ramp – 2nd level accessible spaces Photo 70: 50th & France Parking Ramp – 3rd level accessible spaces Photo 71: 50th & France Parking Ramp east stair entrance door Photo 72: 50th & France Parking Ramp concrete spall PROPOSED EDINA TIF DISTRICT STUDY 193804505 19 EXISTING CONDITIONS PHOTOS Photo 73: 50th & France Parking Ramp concrete spall Photo 74: 50th & France Parking Ramp face brick damage Photo 75: 50th & France Parking Ramp face brick damage Photo 76: 50th & France Parking Ramp face brick damage PROPOSED EDINA TIF DISTRICT STUDY 193804505 20 EXISTING CONDITIONS PHOTOS Photo 77: On-grade parking lot Photo 78: On-grade parking lot Photo 79: Edina Public Parking Ramp north and west sides Photo 80: Edina Public Parking Ramp north side PROPOSED EDINA TIF DISTRICT STUDY 193804505 21 EXISTING CONDITIONS PHOTOS Photo 81: Edina Public Parking Ramp northwest stair Photo 82: Edina Public Parking Ramp northwest stair Photo 83: Edina Public Parking Ramp west wall Photo 84: Edina Public Parking Ramp west entrance PROPOSED EDINA TIF DISTRICT STUDY 193804505 22 EXISTING CONDITIONS PHOTOS Photo 85: Edina Public Parking Ramp southwest stair Photo 86: Edina Public Parking Ramp trash room Photo 87: Edina Public Parking Ramp trash room Photo 88: Edina Public Parking Ramp precast double tee deterioration PROPOSED EDINA TIF DISTRICT STUDY 193804505 23 EXISTING CONDITIONS PHOTOS Photo 89: Edina Public Parking Ramp non-compliant accessible parking spaces Photo 90: Edina Public Parking Ramp Photo 91: Edina Public Parking Ramp Photo 92: Edina Public Parking Ramp leaks at precast double tees PROPOSED EDINA TIF DISTRICT STUDY 193804505 24 EXISTING CONDITIONS PHOTOS Photo 93: Edina Public Parking Ramp Photo 94: Edina Public Parking Ramp stairs Photo 95: Edina Public Parking Ramp precast double tee deterioration Photo 96: Edina Public Parking Ramp PROPOSED EDINA TIF DISTRICT STUDY 193804505 25 EXISTING CONDITIONS PHOTOS Photo 97: Edina Public Parking Ramp precast double tee deterioration Photo 98: Edina Public Parking Ramp Photo 99: Edina Public Parking Ramp trash enclosure Photo 100: Edina Public Parking Ramp west side PROPOSED EDINA TIF DISTRICT STUDY 193804505 26 EXISTING CONDITIONS PHOTOS Photo 101: Edina Public Parking Ramp Photo 102: Edina Public Parking Ramp stairs Photo 103: Edina Public Parking Ramp Photo 104: Edina Public Parking Ramp deteriorated caulk joint PROPOSED EDINA TIF DISTRICT STUDY 193804505 27 EXISTING CONDITIONS PHOTOS Photo 105: Edina Public Parking Ramp Photo 106: Edina Public Parking Ramp Photo 107: Edina Public Parking Ramp Photo 108: Edina Public Parking Ramp PROPOSED EDINA TIF DISTRICT STUDY 193804505 28 EXISTING CONDITIONS PHOTOS Photo 107: Edina Public Parking Ramp Photo 108: Edina Public Parking Ramp Photo 109: Edina Public Parking Ramp Photo 110: Edina Public Parking Ramp PROPOSED EDINA TIF DISTRICT STUDY 193804505 29 EXISTING CONDITIONS PHOTOS Photo 111: Edina Public Parking Ramp Photo 112: Edina Public Parking Ramp Photo 113: Edina Public Parking Ramp Photo 114: Edina Public Parking Ramp PROPOSED EDINA TIF DISTRICT STUDY 193804505 30 EXISTING CONDITIONS PHOTOS Photo 115: Edina Public Parking Ramp southeast stair Photo 116: Edina Public Parking Ramp southeast stair caulking Photo 117: Edina Public Parking Ramp Photo 118: Edina Public Parking Ramp PROPOSED EDINA TIF DISTRICT STUDY 193804505 31 EXISTING CONDITIONS PHOTOS Photo 119: Edina Public Parking Ramp Photo 120: Edina Public Parking Ramp Photo 121: Edina Public Parking Ramp west entrance – 6’-8” headroom Photo 122: Edina Public Parking Ramp south side Appendix G Findings Including But/For Qualifications The reasons and facts supporting the findings for the adoption of the Tax Increment Financing Plan (TIF Plan) for 50th and France 2 Tax Increment Financing District (District), as required pursuant to Minnesota Statutes, Section 469.175, Subdivision 3 are as follows: 1. Finding that 50th and France 2 Tax Increment Financing District is a redevelopment district as defined in M.S., Section 469.174, Subd. 10. The District consists of nine parcels, with plans to redevelop the area for rental housing and commercial/industrial purposes. At least 70 percent of the area of the parcels in the District are occupied by buildings, streets, utilities, paved or gravel parking lots or other similar structures and more than 50 percent of the buildings in the District, not including outbuildings, are structurally substandard to a degree requiring substantial renovation or clearance. (See Appendix F of the TIF Plan.) 2. Finding that the proposed development, in the opinion of the City Council, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future and that the increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in the market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIF Plan. The proposed development, in the opinion of the City, would not reasonably be expected to occur solely through private investment within the reasonably foreseeable future: This finding is supported by the fact that the redevelopment proposed in the TIF Plan meets the City's objectives for redevelopment. The existing property contains vacant or substandard buildings with high costs related to demolition, remediation and reconstruction of infrastructure. The redevelopment also requires district-wide parking, transportation and utility infrastructure investment. With limited amounts of property available for expansion adjacent to the existing project and height/density limitations, and the cost of financing the proposed improvements, this project is feasible only through assistance, in part, from tax increment financing. The developer was asked for and provided its proforma as justification that the developer would not have gone forward without tax increment assistance. The increased market value of the site that could reasonably be expected to occur without the use of tax increment financing would be less than the increase in market value estimated to result from the proposed development after subtracting the present value of the projected tax increments for the maximum duration of the District permitted by the TIF Plan: This finding is justified on the grounds that the development intensity and tax base created on currently underutilized public property requires public improvements that are improbable without public assistance. Specifically, the cost of site preparation, demolition, remediation, and public improvements to include underground parking and utilities will add significantly to the total redevelopment cost of any development in this area. Historically, site and public improvements costs necessary to sustain the required density have made redevelopment infeasible without tax increment assistance. The City reasonably determines that no other redevelopment of similar scope is anticipated on this site without substantially similar assistance being provided to the development. Therefore, the City concludes as follows: Appendix G-1 a. The City's estimate of the amount by which the market value of the entire District will increase without the use of tax increment financing is $0. b. If the proposed development occurs, the total increase in market value will be $48,108,130. c. The present value of tax increments from the District for the maximum duration of the district permitted by the TIF Plan is estimated to be $12,253,149. d. Even if some development other than the proposed development were to occur, the Council finds that no alternative would occur that would produce a market value increase greater than $35,854,980 (the amount in clause b less the amount in clause c) without similar tax increment assistance. 3. Finding that the TIF Plan for the District conforms to the general plan for the development or redevelopment of the municipality as a whole. The Planning Commission reviewed the TIF Plan and found that the TIF Plan conforms to the general development plan of the City. 4. Finding that the TIF Plan for the District will afford maximum opportunity, consistent with the sound needs of the City as a whole, for the development or redevelopment of Southeast Edina Redevelopment Project Area by private enterprise. The project to be assisted by the District will result in increased employment in the City and the State of Minnesota, the renovation of substandard properties, increased tax base of the State and add a high quality development to the City which also expands the availability of safe and decent life-cycle housing in the City. But-For Analysis Current Market Value 12,760,300 New Market Value - Estimate 60,868,430 Difference 48,108,130 Present Value of Tax Increment 12,253,149 Difference 35,854,980 Value Likely to Occur Without TIF is Less Than: 35,854,980 Appendix G-2 Date: June 20, 2017 Agenda Item #: VI . To:C hair & C ommissioners of the Ed ina HR A Item Type: R ep o rt / R ecommend atio n F rom:Bill Neuendorf, Ec o nomic Development Directo r Item Activity: Subject:P ropos ed S ale of and R ed evelop ment Agreement fo r 3925, 3930 and 3944 Market S treet Disc ussio n Edina Housing and Redevelopment Authority Established 1974 C ITY O F E D IN A HO US I NG & R EDEVELO P ME NT AUT H O R I T Y 4801 West 50th Street Edina, MN 55424 www.edinamn.gov A C TI O N R EQ U ES TED : N o action required; for discussion only. I N TR O D U C TI O N : T his item pertains to the sale redevelopment of H R A-owned properties located on M arket S treet (formerly W. 49-1/2 S treet). T his potential transaction is based on the preferred response to the August 2016 R equest for P roposals. Terms of a S ale and R edevelopment Agreement are presented for preliminary discussion. Action will be deferred until after a P ublic H earing is conducted on J une 27, 2017. AT TAC HME N T S : Description Staff Report - Market St RDA Redevelopment Agreement DRAFT 6-20-17 Summary - Sale and RDA City of Edina • 4801 W. 50th St. • Edina, MN 55424 Economic Development / HRA Phone 952-826-0407 • Fax 952-826-0390 • www.EdinaMN.gov Date: June 20, 2017 To: Chair and Commissioners of the Edina Housing and Redevelopment Authority cc: Scott Neal, Executive Director From: Bill Neuendorf Economic Development Manager Re: Potential Sale and Redevelopment Agreement – 3925, 3930 and 3944 Market Street (formerly W. 49-1/2 Street) For the last six months, staff has been meeting with Buhl Investors/Saturday Properties to negotiate the terms of a property sale and redevelopment agreement for parcels owned by the Edina Housing and Redevelopment Authority (HRA). Staff has been assisted by special legal counsel (Dorsey and Whitney) and public finance advisors (Ehlers Associates) in these negotiations. Buhl Investors/Saturday Properties is the Preferred Development Partner that was selected after interviewing three different teams who had responded to a Request for Proposal (RFP) that was issued for the site in summer 2016. The fundamental redevelopment goals are to improve public parking conditions while enhancing street life and adding vitality of the business district. This proposal achieves those goals by replacing an aging and unfriendly 1970’s-era parking structure with below-grade parking and an expanded North Ramp that includes new commercial space on the street level. The proposal also adds round-the-clock vitality by including 110 new apartment units and new commercial space centered upon a new public plaza. The Edina Planning Commission recommended approval of the project on April 5, 2017. The project concept secured preliminary zoning approvals from the City Council on April 18, 2017 and final approvals are anticipated to be granted on June 20, 2017. These land use approvals are Housing and Redevelopment Authority Established 1974 Potential Sale and Redevelopment Agreement – 3925, 3930 and 3944 Market Street June 20, 2017 Page 2 contingent upon execution of a Sale and Redevelopment Agreement mutually agreeable to Market Street LLC and the Edina HRA. After working collaboratively with the developer and their team of consultants, staff has reached tentative agreement on the terms of the real estate transaction and Redevelopment Agreement. These documents achieve a project that delivers each of the nine qualities on which the original Request for Proposal measured success: Measures of Success (page 8 of RFP) Summary 1) Compliance with height restriction and minimized impact to residential properties north of the (3930 Market Street) site Yes – the 4-story height limit is maintained along the northerly edge of the business district; additional height is limited to the interior block where it has negligible impact to single-family houses behind the North Parking Ramp 2) Assembly of adjacent or nearby parcels Yes, this proposal includes 8 parcels in addition to the vacant parcel at 3930 Market St. 3) Anticipated growth in taxable value Yes, the project will return 7 parcels that are vacant or tax exempt to the property tax rolls; there will be a tremendous increase in the tax capacity of the redeveloped parcels. 4) Creation of new public parking Yes, the aging Center Ramp will be replaced with new underground parking in the same location and an expansion of the North Ramp. A total of 439 new public parking spaces will be constructed, increasing the existing public parking by 129 stalls. 5) Creation of new commercial space Yes, approximately 35,000 Sq. Ft. of new Class A commercial street will be constructed to bring new opportunity to Market Street 6) Creation of new market rate housing units Yes, 110 new apartment units will be constructed to bring new residents to the area; 10% of the units will be affordably-priced 7) Creation of public plaza or similar public areas Yes, the proposal creates a new 5,900 Sq. Ft. public plaza and a total of 34,000 Sq Ft of pedestrian circulation area 8) Reduction of existing curb cuts and vehicle-pedestrian Yes, this proposal eliminates one of the existing curb cuts and channels pedestrians crossing the street to Potential Sale and Redevelopment Agreement – 3925, 3930 and 3944 Market Street June 20, 2017 Page 3 Measures of Success (page 8 of RFP) Summary conflict points designated routes 9) Capacity of team to complete project Yes, the developers bring development and management experience and financial capital; their in-house strength is supplemented by a team of professionals with expertise in their field and local knowledge of Edina and 50th and France The Edina Housing and Redevelopment Authority has reviewed the progress of the negotiations regularly and met in closed session to discuss the final terms of the proposed real estate transaction. The complete Redevelopment Agreement and a summary of the key terms are attached. While the property is currently owned by the Edina HRA, this information is provided to both the Edina HRA and the Edina City Council for discussion purposes. If approved, both the City and the HRA will be party to various aspects of the Redevelopment Agreement. Based on compliance with the goals of the RFP and input from community, staff believes the redevelopment strategy will result in new public amenities and new commercial space that will help 50th and France retain its place as a desirable and successful destination for Edina residents as well as guests from throughout the Twin Cities. No action is requested today. Instead, a special meeting with a Public Hearing has been scheduled for Tuesday June 27, 2017 at 7:00 PM at Edina City Hall. Notices of this Special Meeting have been posted, published and mailed to nearby property owners. Action on the attached documents is anticipated to be taken after the Public Hearing and further consideration on June 27th. Staff and representatives from Ehlers Associates and Dorsey & Whitney, the HRA’s advisors and counsel, will be available to present the key terms of the Agreement and answer related questions. END The CITY of EDINA Proposed Sale and Redevelopment Agreement Edina Collaborative 3925, 3930-3944 Market (formerly W. 49-1/2) Street 1) Project Description 2) Conditions of Sale 3) HRA Loan and TIF 4) Terms & Conditions Edina City Council Edina Housing & Redevelopment Authority June 20, 2017 www.EdinaMN.gov The CITY of EDINA 2 Project Description - History 2012 Parking improvements considered but abandoned due to high cost and low return 2013 Edina HRA acquired two parcels for future parking improvements 2014 Parking-only option set aside; preference to mixed-use option that creates street vitality and encourage patrons to visit more than one business General repairs and improvements made to all public infrastructure; funded via Cent. Lakes TIF monies and Special Assessments to 50/France property owners 2016 C. Marohn visits and inquires whether todays customers consider the aging, lifeless ramps helpful or hurtful to the appeal of 50th & France Edina HRA issues Request for Proposal to seek creative approaches to public/private redevelopment on W. 49-1/2 Street Three developers interviewed; Buhl/Saturday team selected as preferred partner The CITY of EDINA 3 Project Description Public Private Partnership Market Street, LLC City of Edina and Edina H.R.A. The CITY of EDINA 4 Project Description Public-Private Partnership consists of two distinct and symbiotic elements. When working together, these projects: Increase and improve public parking conditions, Create new public realm amenities Add vitality on W. 49-1/2 Street, Return properties to tax rolls, Create new living options and new business opportunities #1 Expansion of North Parking Ramp Add 4th parking level Add parking on adjacent vacant lots Add 10,000 Sq. Ft. commercial $10.7 M cost estimate #2 Construction of Mixed-Use Structure Demolish existing structure Add 25,000 Sq. Ft. commercial Add 110 apartments New public & private underground parking Reconstruct shared public plaza and walkways $74.3 M cost estimate The CITY of EDINA 5 Project Description Before after The CITY of EDINA 6 Project Description The CITY of EDINA 7 Project Description - Location All parcels tax-exempt or vacant The CITY of EDINA 8 Project Description Conditions of Sale •Real estate transaction AND redevelopment – not a simple property sale •Closing in two stages •- Initial transfer of funds before HRA begins North Ramp Expansion ($5.1 M) •- Second transfer when commercial shell complete ($1 M) •3944 parcel razed prior to construction (HRA expense) •Other HRA contributions AFTER building is completed, occupiable and actual costs verified The CITY of EDINA Project Description – North Ramp Expansion www.EdinaMN.gov 10 •1.33 acres •3 parcels – tax exempt •1 parcel – vacant •Formerly occupied by Class C office and retail space •262 existing stalls 2018 Schedule January to March Construction begins; temporary closure to allow 4th level construction April to September Expansion on 3930 and 3944 parcels; commercial grey box; finishes and landscaping Fall North Ramp complete* * Occupancy of commercial tenant spaces depends on leasing The CITY of EDINA North Ramp Renderings Project Description www.EdinaMN.gov 11 3944 Retail 3944 expansion 3930 expansion 3930 Retail The CITY of EDINA Project Description Budget – North Ramp Expansion 12 Description Amount Pct. Environmental remediation $ 149,285 1% Parking expansion $ 8,012,014 75% Retail shell construction (paid by developer) $ 621,120 6% Sidewalks, landscaping, screening $ 345,840 3% Architecture/engineering $ 562,600 5% Construction Management $ 384,348 3.5% Other soft costs $ 115,959 1% Contingency $ 501,837 5% Total Estimated Costs $ 10,700,207 Approx $34,000 per stall (excluding real estate & demolition) The CITY of EDINA Project Description – North Ramp Expansion www.EdinaMN.gov 13 •Expanded from 262 to 573 public stalls •Creation of approx. 10,000 Sq. Ft. Class A commercial space •Commercial space sold to Developer for $1 M •$10.7 Million cost estimate (design and construction) Revenue Sources $6,100,000 Land Sales $621,120 Developer contribution $3,808,114 Cent. Lakes TIF monies (CIP 15-224) $170,973 Enviro. grant (pending) $10,700,207 TOTAL The CITY of EDINA Project Description – South Side Reconstruction www.EdinaMN.gov 14 •1.53 acres •5 parcels •Tax-exempt since 1977 •310 existing stalls to be relocated 2018-2019 Schedule Jan. 2018 Real estate transaction March –April 2018 Demolition and sitework begins after North Ramp 4th level expansion substantially complete Summer 2018 Below grade and commercial street level constructed Fall 2018 – Summer 2019 Above-grade construction Early Fall 2019 Apartments & public spaces complete * Occupancy of commercial tenant spaces depends on leasing The CITY of EDINA Mixed-Use Renderings Project Description www.EdinaMN.gov 15 The CITY of EDINA Mixed-Use Renderings Project Description www.EdinaMN.gov 16 The CITY of EDINA Mixed-Use Renderings Project Description www.EdinaMN.gov 17 The CITY of EDINA Mixed-Use Renderings Project Description www.EdinaMN.gov 18 The CITY of EDINA Mixed-Use Renderings Project Description www.EdinaMN.gov 19 The CITY of EDINA Project Description Budget – South Site Redevelopment 20 Description Amount Pct. Acquisition and Site Costs $ 9,200,859 12.4% Construction Costs $ 51,404,068 69.2% Permits & Fees $ 796,509 10.7% Professional Services $ 3,860,683 5.2% Financing Costs $ 5,140,282 6.9% Project Management $ 2,841,888 3.8% Operations & Marketing $ 1,024,038 1.4% Total $74,268,328 Construction Costs Parking levels $8.4 M Outdoor plaza $1.8 M Site prep/demo $2.5 M $12.7 M The CITY of EDINA Project Description – South Site Reconstruction www.EdinaMN.gov 21 •Land sold for $5.1 million •Creation of approx. 25,000 Sq. Ft. Class A commercial space •Creation of 110 apartments, 11 of which are affordably-priced •Creation of underground public parking and underground private parking •Creation of public plaza and public walkways •$74.3 Million cost estimate (design and construction) Revenue Sources $18,543,755 Equity (includes $700k deferred developer fee) $41,900,000 Primary Financing (Debt) $2,324,573 Grants (pending) $700,000 HRA Affordable Housing Loan $10,100,00 TIF Note $74,268,328 TOTAL The CITY of EDINA •City policy requires housing that is “affordably” priced •- Developer will commit to 10% of the units targeted to households earning no more than 60% of AMI •- $1.4 to $1.9 Million lost revenue (depending on unit size) •- Unable to reach agreeable finance terms with Edina Housing Foundation 22 HRA Affordable Housing Loan Key question to consider: Without increasing the density or eliminating other public elements, how will the affordable units be financed? gap The CITY of EDINA Recommended Solution •$700,000 loan from existing HRA monies to fund lost earnings on 5% of units •- Issued after affordable units completed •- 15-year term loan •Interest only with lump sum at term •1% annual interest plus “true-up” at term to match inflation (2.5% max, annually) •Developer defers fee for 10-years to pay for remaining 5% units •- 10-year term of affordability 23 HRA Affordable Housing Loan Option to consider: HRA could contribute more $ if it is desired to keep units affordable for more than 10 years gap The CITY of EDINA HRA sale and City zoning approvals contingent on creation of new public parking, new public plaza and new public walkways •TIF-eligible expenses estimated to be $12.7 million •Creates a financing gap that cannot be funded with traditional debt •Developer’s equity contribution is higher than typical projects •Grant funds sought to reduce gap •Developers’ anticipated return is lower than typical projects 24 Incremental Taxes (TIF) Key conclusion: “But for” the use of TIF to bridge the remaining gap, the project will not move forward gap The CITY of EDINA Recommended Solution •$10.1 Million pay-as-you-go TIF Note •Note issued at closing •Payments begin approx. 6 months after verification of actual expenses and project completion •- Based on 90% of increment •26-year repayment •Note bears 6% interest after completion •Could be repaid early, if taxes generated exceed estimate 25 Incremental Taxes (TIF) gap Key conclusion: “But for” the use of TIF to bridge the remaining gap, the project will not move forward The CITY of EDINA •Retain affordability of units for 10-15 years •Provide permanent easement for public plaza, public walkways, shared trash rooms and underground public parking •Manage underground public parking Responsibilities Terms & Conditions 26 Responsibilities of Developer •Bear financial risk of design, acquisition and construction •Bear City costs related to TIF creation & RDA negotiation •Coordinate construction of North Ramp expansion and Mixed-Use The CITY of EDINA Commitments of City / HRA •Enable TIF public finance tool •Consent to grant applications •Transfer ownership of land •Expand North Parking Ramp •Provide gap financing for mixed- use development and affordably- priced units Responsibilities Terms & Conditions 27 •Reimburse for maintenance of underground public parking and shared trash rooms •- expenses distributed via annual District maintenance assessments •Maintain public plaza and walkways •- expenses distributed via annual District maintenance assessments The CITY of EDINA •Developer to manage and schedule regular maintenance •City to determine rates, hours of operation and public use policy •City to reimburse Developer for regular maintenance expenses •- these expenses to be included in annual assessments to 50th and France property owners Underground Public Parking Easement Terms & Conditions 28 Responsibilities of Developer •Construct a two-level underground parking facility •Provide a permanent public easement to allow public parking on the first underground level •Approx 128 stalls with stairway and elevator access to street level •Developer to retain ownership of structure The CITY of EDINA •Developer to retain ownership of below-grade structure •City to determine hours of operation and public use policy •City to manage and schedule regular maintenance •- these expenses to be included in annual assessments to 50th and France property owners Public Plaza & Walkway Easement Terms & Conditions 29 Responsibilities of Developer •Construct outdoor plaza with seating, landscaping, water feature and fire pit •Provide a permanent public easement to allow public use of this outdoor space •Approx. 4,900 Sq. Ft. of plaza and 7,400 Sq. Ft. of shared street/woonerf •Total pedestrian circulation area is approx. 34,000 Sq. Ft. The CITY of EDINA •Developer to manage and schedule regular maintenance •City to determine public use policy •City to reimburse Developer for disposal and hauling fees as well as regular maintenance expenses •- these expenses to be included in annual assessments to 50th and France property owners Shared Trash Rooms Easement Terms & Conditions 30 Responsibilities of Developer •Construct waste collection rooms for the shared use of merchants located on this entire city block •Provide a permanent public easement to allow shared use of the trash rooms •Developer to retain ownership of structure The CITY of EDINA •Valet parking service provided at Developer expense •- approx. 3 weeks when public parking is minimal (April/May 2018) •- three temporary valet locations anticipated •- off-site vehicle parking at nearby off- street parking lots •- hours and days based on business input and demand Interim Public Parking Solutions Terms & Conditions 31 Responsibilities of Developer •Most invasive construction work scheduled during period with lowest parking demand (Jan through April) •Construction staggered to reduce or eliminate parking impact during highest parking demand (Nov-Dec) •Contractors and subcontractors required to park off-site •Material staging and storage areas located off-site The CITY of EDINA Risks, Precautions and Remedies Terms & Conditions 32 Remedies in case of default •Unable to secure financing – HRA retains land and delays project •Unable to complete apartments – No TIF payments required; No loan awarded; potential reversion (subject to mortgage provisions) •Unable to purchase north commercial boxes, or unable to begin south site - HRA retains space and retains $600k to construct shell Precautions to minimize City’s Risk •Go ahead letter required before bids awarded •Most land proceeds secured up front •TIF Lookback provisions •Loan issued after completion •TIF payments after completion The CITY of EDINA Summary & Recommendation 33 City staff, legal counsel and financial advisors have reviewed the financing plans of the developer and drafted the Redevelopment Agreement. It is recommended that the Redevelopment Agreement be approved and staff be authorized to implement the terms. The CITY of EDINA 34 Thank You. City staff, and advisors from Dorsey, and Ehlers are available to answer questions.