HomeMy WebLinkAbout4. Approval of Minutes: February 04, 2003
OFFICIAL PROCEEDINGS OF THE
ECONOMIC DEVELOPMENT AUTHORITY
SHAKOPEE,NllNNESOTA
REGULAR SESSION
February 4, 2003
Members Present: Link, Joos, Mars, Helkamp and Chair Lehman.
. .... . Members Absent: None
Staff Present: Mark McNeill, City Administrator; Judith S. Cox, City Clerk; R. Michael
Leek, Community Development Director; Bruce Loney, Public Works Director/City
Engineer; Paul Snook, Economic Development Coordinator; Jim Thomson, City
Attorney; Mark Themig, Facilities and Recreation Director; Dan Hughes, Chief of Police
and Tracy Schaefer, Assistant to the City Administrator.
I. Roll Call:
Chair Lehman called the meeting to order at 8:08 p.m. Roll was taken as noted above.
II. Approval of the Ae;enda:
Link/Joos moved to approve the agenda as presented. Motion carried 5-0.
III. Approval of the Consent Ae;enda:
Joos/Mars moved to approve the Consent Agenda as written. Motion carried 5-0.
IV. Approval of Minutes for November 6, 2002:
There were . none
V. Financial:
A. Approval of the Bills:
Joos/Mars moved to approve the EDA bill list in the amount of $34,482.95.
(Motion carried under the Consent Agenda).
VI. Recommendation from Economic Development Advisory Committee ree;ardine;
Tax Abatement Request by Ryan Companies US, Inc. for the proposed West Dean
Lake Mixed-Use Development.
Chair Lehman gave a brief history on the proposed West Dean Lake Mixed-Use
Development. He noted that the Economic Development Authority (ED A) had been
asked to consider a request from Ryan Companies for possible tax abatement on the
project they were considering for west of Dean Lake bounded by 169 and County Road
16/83. Chair Lehman noted that the City Council appointed him and the late Cncl.
Sweeney (replaced by Commissioner Joos) to study this issue looking at is merits,
benefits, impacts and justifications of the actual request. Chair Lehman noted that he and
the late Commissioner Sweeney had asked permission to use Springsted, Inc., the City's
Financial Consultant. Springsted has been used immensely in studying this issue. There
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Economic Development Authority Page -2-
have been seven months of study on this issue by the Task Force and others among the
City. Chair Lehman noted that there would be some presentations to explain, clarify and
perhaps correct some misconceptions from the Shakopee Valley News.
Mr. Snook, Economic Development Coordinator, approached the podium and noted that
the EDA had been asked to give concept approval of a proposal that would provide
economic development financing to a mixed-use development being proposed by Ryan
Companies US, Inc. Mr. Snook stated January 22, 2003 the Economic Development
Advisory Committee (EDAC) unanimously passed a motion to recommend that the EDA
and the City Council receive an application for a business subsidy for Ryan Companies
and contingent upon Scott County's approval and involvement to initiate negotiation ofa
master development agreement with Ryan Companies and Scott County which would
specify the terms under which tax abatement would be utilized to finance, in part, the
West Dean Lake development. Mr. Snook noted that once the provisions of the Master
Development Agreement are determined this would be presented again to the EDA for
approval. Tonight the concept plan is being dealt with and any Master Development
Agreement would come before the EDA in the future.
Mr. Snook stated the mixed-use consists of approximately 78 acres of residential and 79
acres of commercial, 65 acres of parkland and open space as well as an abundant setback
from Dean Lake and other conservation features. Mr. Snook noted that the Task Force
consisting of: City officials and the late Cncl. Bob Sweeney; Cncls. Joos and Lehman;
Administrator, Mark McNeill; EDAC, Chair Jeff Jansen; Steve Bubul, Kennedy and
Graven, City's Legal consultant; and Paul Steinman, ofSpringsted Inc., City's Financial
Consultant and Paul Snook, EDA Coordinator recommended the EDA receives Ryan's
application for a business subsidy for Ryan Companies to initiate negotiation of a master
development agreement with Ryan Companies and Scott County. Mr. Snook noted that
Springsted, Inc has analyzed Ryan Companies proforma. Springsted noted that the
combined cost of the site development couldn't be economically absorbed by the project
without assistance based on limited development density that is required by a
conservation development approach. Mr. Snook noted that the density of a conservation
approach development is about 60% of a typical development. Mr. Snook stated the
basis for requesting tax abatement is due to the cost of the infrastructure of internal roads,
County Road 16 and County Road 83 improvements and the cost relating to the
restoration of the maintenance of the conservation area park and trail ways. Using the
conservation development approach would make this particular development more
expensive per foot than other commercial businesses. Mr. Snook noted that Valley Green
Business Park is being assessed the assessments for County Road 16 and COlmty Road 83
because the County did not include this project in its CIP and these improvements needed
to get done.
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Mr. Snook noted that Brauer & Associates put together a Community Value Statement on
the West Dean Lake area with a lot of community input and this document is a
supplement to the West Dean Lake master plan. The objective defined in these
documents was to maximize the values associated with the development that would
exceed the guidelines already provided by City Ordinance. These values are: 1)
maintaining an ecological protection zone and adjoining buffer zone along the lakeshore,
2) Preserving as much natural open space along the west side ofthe lake as feasible, 3)
Providing a linear trail corridor along the west side of the lake that links to other trails, 4)
Expanding natural open spaces and trails into and through the developIP,ent area in a
meaningful way, 5) Using an ecologically-based approached to storm water management,
6) Reducing the extent of impervious surface to the extent possible; and 7) Establishing
an ecological stewardship program. for natural areas.
Mr. Snook noted that the total construction cost of the project would be approximately
$243 million. It was proposed that the City utilize tax abatement dollars in the amount of
approximately $923, 000 to help fund extraordinary costs of infrastructure relating to
regional transportation improvements of the County Road 16/83 intersection and internal
infrastructure in support of the Dean Lake mixed use development. The benefits of the
development as shown in the application are the following: 1) A conservation
development guided by the Dean Lake Master Plan and the relating Community Value
Statement, 2) The County Road 16/83 assessments would be met, 3) Architecturally
pleasing affordable housing within the development has been discussed and may be
included 4) Tax base increase and the proposed abatement through a master development
agreement will leverage future commercial development.
Mr. Snook stated that without the abatement the West Dean Lake Conservation
approached plan would not be developed. Mr. Snook noted that with this Tax
Abatement, the commercial entities locating within this project could apply individually
for Tax Increment Financing (TIF); if the TIF requirements were met the commercial
entities would be positioned competitively within the Shakopee business community.
Mr. Snook went through the tentative Master Development Agreement and he reiterated
that the assistance would be "pay as you go" and parameters would be set for maximum
assistance for community users. The City would cooperate with Ryan Companies in
getting Scott County's approval for tins tax abatement. As far as the tax abatement was
concerned the City's approximate abatement would be $923,000 and the County's
abatement would be $3,988,200. Mr. Snook noted that the residential portion of this
development would receive no public assistance except the residential property would be
abated to fund the infrastructure improvements and the conservation approaches. If Ryan
Companies did not fulfill their requirements then they would be required to repay the
abatement. This abatement for the development was performance based and the City was
not taking any risk.
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Chair LeluTIall clal'ified a few points. He noted that the Master Agreement does not
include guarantees of assistance to the commercial in this agreement. Chair Lehman also
stated that abatement from residential does not mean that your taxes paid on a house in
this proposal are less. The residential resident pays the same market rate of taxes as any
other house in Shakopee and any future plans, if this abatement does go forward, would
be required to go through the Planning Commission, the Environmental Advisory
Commission the Park alld Recreation Advisory Board and various other Boards and
Commissions set up in the City of Shakopee.
Kent Carlson, representing Ryan Companies, approached the podium and stated Mr.
Snook did an outstallding job presenting the overview. Mr. Carlson presented some
background and how Ryan Companies got to where they are today with the project and
talked about features incorporated into the plans. Mr. Carlson noted, because of the
history of the site, they held mallY open houses; therefore, much input had been received
from the COlTIlmmity on this project. He also noted that Ryan Company preferred to have
a design theme and some companies did not have this approach. Through tins process of
open houses Ryan Companies found out that Brauer & Associates had completed a
Master Plan concept for this area. Mr. Carlson felt the plan being presented incorporated
many of the community values wanted by the residents. He noted that the abatement
being asked for tonight was exclusively for the commercial side of the project. The
residential component was not receiving any of the abatement.
Mr. Carlson noted some of the features that were being proposed. These included: 1)
Larger than normal setback areas from the lakeshore, 2) An ecological based storm water
plan, 3) Large dollar amount of park dedication, 4) Extensive trail system and 5)
Maintenance agreement to take care of trails and parks. Because of all these features, the
density has been reduced, as well as, the traffic along with the land area that Call be
developed.
Mr. Cal'lson noted that because a conservation approach is being looked at, RYall
Companies has been charged to eliminate all undesirable plantings on the lakeshore now
and replant this undesirable vegetation with native plants.
Mr. Carlson gave a quick overview of the financial picture. Mr. Carlson noted that the
residential development would provide a real enhancement to the City's tax base in four
years. The residential component would show more money initially to the City than the
commercial component would. The residential would supply the spark to get the
commercial at a high level of quality and competitiveness. Mr. Carlson anticipated there
would be at least $80 million dollars worth of commercial along the 169 corridor and
$140 million plus in the residential sector. He thought the residential may be built out in
5-7 years and the commercial build out would be approximately 10 years.
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Dave MacGillivray, Chairman of the Board of Springsted, Inc., approached the podium.
Mr. MacGillivray noted that Springsted, Inc. worked only for cities and public entities
and their best interests. He introduced Paul Steinman who did the actual numbers on this
project for Springsted, Inc.
Mr. Paul Steinman, of Springsted, Inc., approached the podium and gave a presentation
addressing several issues regarding this project. Mr. Steinman noted the three issues he
was asked to address are: 1) A but/for analysis, 2) An abatement analysis and 3) An
impact analysis.
The but/for analysis is a statutory test that is required by State law to make and meet prior
to.apptovirig tax incremeritcrollars. Mr. Steinman stated that he recommended this high
standard be applied to abatement dollars as well. He felt this was a good way to measure
ifthere was need for this assistance. Mr. Steinman noted that a comparison of the
developers project was done using a subsidy as well as not using a subsidy regarding the
developments proofreads and projections. Mr. Steinman noted that criteria was meet and
shown that Ryan Companies would need a tax abatement to be remain competitive with
the commercial component of this development if a conservation approach was used.
The abatement analysis (really a rebate) showed that that the abated dollars would be
used to reduce the cost of the public infrastructure. Nine years is being looked at for the
full term of the abatement need. The Economic Development Advisory Committee
suggested that the total abatement be less than the cap dictated by state law so funds
would remain available for other abatement requests.
The impact analysis for only the City showed that the total taxes paid by the residential
portion in the year 2007 would be approximately $525,000 (this was the City's Share
only and this year was chosen because supposedly this would be the first year where the
full market value of the residential would be on the tax rolls). The proposal for
abatement in that year would be approximately $152,000. Mr. Steinman stated that there
is no impact to the City share of taxes to the extent that services can be provided to this
development. Mr. Steinman stated that Springsted, Inc did two scenarios on impact. Mr.
Steinman noted that in one of the scenarios in the year 2007 there would be a hypothetical
decrease in taxes of approximately $108 for a home of $300,000. The second scenario
showed a decrease in taxes of a $300,000 home to be approximately $50.00.
Mr. McNeill, City Administrator, approached the podium and addressed a few of the
J. points addressed by Mr. Steinman. Mr. McNeill attempted to figure out what the service
costs to the City would be for this new development in the year 2007. He took into
consideration costs for: 1) Police, 2) Public Works, 3) Fire Department, 4) Schools, 5)
Parks if not furnished by development (PRAB has not reviewed this yet) and 6) fixed
costs. Mr. McNeill stated that it appeared that the cost to service this development would
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be somewhat less than what the unabated taxes would be. Mr. McNeill also noted that
the County has not been approached with this tax abatement idea from Ryan Companies.
The reason that the abatement for the County is three times as much asit is for the City is
that the City put a 50% cap on the amount and the County has a much higher levy.
Cncl. Link had many questions. Chair Lehman clarified an Article in the Valley News
Paper regarding the Ryan Companies project and the abatement request. He noted the
impact of the State Aid cuts is here now whether this project is here or not. Chair
Lehman noted that there was no impact on the State Aid cuts. Chair Lehman also stated
that for there to be an increase of $1 08.00 (as stated in the article he read) in property
taxes for a $300,000 home there would need to be substantially more dollars abated than
-<=" are being requested now. Commissioner Link stated that he called Springsted, Inc (Mr. .~.
Steinman) and Gregg V oxland, City Finance Director, and stated that was the number
that he was given by both gentlemen. Mr. Steinman responded to this statement and
clarified the information.
Commissioner Link felt the abatement was because of the cost to the developer (Valley
Green) for the upgrading of County Roads 16/83. Commissioner Link noted that County
Roads 16/83 upgrades were done because Valley Green Business Park petitioned for the
upgrade to the County Roads. $3,744,000 was the amount of assessments that Valley
Green Business Park agreed to pay. Chair Lehman noted that the abatement to Ryan
Companies was needed because the City residents wanted a conservation approach and
not as much could be built using a conservation approach. Chair Lehman noted that the
City had authorized a study be done using a conservation approach. Chair Lehman also
noted some of the benefits using the conservation approach.
The conservation element of the development was discussed. It was noted that wetlands
could not be counted as park dedication. It was also noted that with Ryan Companies
using the conservation approach in their concept plan, there were about 65 acres that
included green space and parkland. These 65 acres was approximately 30% of the
development. Mr. Kent Carlson noted that the active and passive park areas that were
anticipated to be included in the plat were not included in the 65 acres of parkland and
green space.
Commissioner Link and Mr. Carlson talked about the density. Commissioner Joos noted
there was a significant amount of commercial being lost because of the conservation
approach. Mr. Carlson noted that the parking was located under the high power lines.
Mr. Carlson noted that originally Ryan Companies wanted more assistance from the City
on financing this development because of the extreme costs but the City said no to
financing a higher percentage ofthe cost and a way to counter these costs needed to be
found by Ryan Companies. Mr. Carlson noted one way to counter the high cost of the
development was to insert residential housing in the development. Chair Lehman noted
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that if the density were higher with fewer amenities the cost of City services would also
be higher. Commissioner Ioos noted that with the conservation approach West Dean
Lake would have better protected parks, parks would be in good areas and a higher
business class of jobs would be available, as well as possibly addressing some affordable
housing issues. Commissioner Ioos also thought that having one master developer for the
whole area was better thm.1 having the area all chopped up by several developers.
Mayor Mars asked Mr. Carlson or Mr. Steinman, how much over the proposed abatement
period would the total taxation to the residential component generate for the City. Mr.
Steinman noted that the total taxes generated to the City from this residential component
would be approximately $4.5 million. The amount abated would be approximately $1.5
million leaving the City approximately $3 million to service the City. Mr: Steinman
noted that the commercial portion number relating to taxes and abatement was
comparable to the residential. The abatement for the residential actually was turned back
to buy down the cost of the commercial to bring in the high end commercial clientele.
Curt Olson, 620 McDivitt, approached the podium and stated government was not about
subsidizing private business. He felt this conversation approach was an over reaction to
the strip mining of trees that was done in this area a few years ago. He felt the City was
being threatened when it was stated so many times that "if there was no abatement there
was no project". He stated if this project could not be built with its own money it should
not be built. Mr. Olson stated that commercial should be built in the area; that is what
that area was zoned for and commercial would generate just as much money for the City.
He would like to see a commercial center developed like the OPUS development in Eden
Prairie.
Chair Lehman clarified a few points for Mr. Olson. Chair Lehman noted that Tax
Increment Financing (TIF) was not in the proposal this evening.
Commissioner Link addressed the Ryan Development jumping from 200 units to 700
units. Mayor Mars addressed this statement. Chair Lehman noted there were some
residents opposed to an all commercial development and Brauer & Ass.ociates were hired
by the City to help with a plan that the residents could be comfortable with.
Commissioner Link also asked if an AUAR needed to be done again because the use was
changing. Mr. Leek, Community Development Director, attempted to address this
question. He noted in the revised AUAR it was acknowledged that really it was the
traffic that was in question and a revision to residential from commercial was looked at as
a positive (trip generations would actually be less).
Kathy Gerlach, 4855 Eagle Creek Boulevard, approached the podium and stated she was
one of the residents involved from the beginning with this project. She noted that the
residents never objected to this development being a full commercial development. She
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corrected why Brauer & Associates were hired. She stated why some of the residents like
the plan that had about 250 town home units on it. She stated the residents had come to
terms that this area was going to develop. Ms. Gerlach noted the residents were
concerned that the ordinances were followed regarding setbacks, open spaces and making
sure that Dean Lake was not compromised. The residents were pretty well split 50/50
about the make up of the development. Ms. Gerlach also stated that Brauer & Associates
stated when they first brought the idea of a conservation plan before the Council, that all
of the extra costs of a conservation approach could be incorporated and absorbed into the
plan. There would be no extra cost to the taxpayer. She would like to see a breakdown
of the area. She would like the stewardship costs really looked at. The Dean Lake area
residents were opposed to any tax abatement to Ryan Companies US, Inc.
-
John McDowell, 306 Sommerville, approached the podium and noted he was concerned
about the analysis regarding the number of students that would be added to the school
district. He felt a tax abatement to a developer was incorrect. A business and a developer
were different.
Jim Thomson, City Attorney, noted that the question tonight was just whether or not this
application for a tax abatement for Ryan Companies US, Inc. was going to be accepted by
the Economic Development Authority. He also noted because some ofthis property is
zoned Commercia1lIndustrial; there would be milestones that the Ryan Companies would
need to meet like the other companies needed to meet.
Harry Weinandt, 1259 Maxine Circle, approached the podium, and had a couple of
questions regarding taxes.
Andy Olson, 619 West 151 A venue, approached the podium and stated he was opposed to
the abatement for Ryan Companies US, Inc.
Mary Pennington-Hoyt, 2031 Blue Jay Street, approached the podium and wanted to
know who would manage any agreement between the City and Ryan Companies? Mr.
Leek addressed this and stated right now this concept plan is not a formal plan under
review by the City. Mr. Leek noted all City approvals for anything else would need to be
received by Ryan Companies, Inc. also. She did not think that a developer should receive
any breaks.
John Schmitt, 1015 South Main, approached the podium and noted that most residents
found out about this abatement request through the back door. He noted he was opposed
to the abatement unless the City got something for it, i.e.: jobs. He stated this project was
not limited to abatement in scope. He noted that use of TIF was encouraged for the
commercial entities. Mr. Schmitt stated that industrial land really did not cost the
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Economic Development Authority Page -9-
taxpayers money; it was a contributor. He felt there were ambiguities in the numbers. He
would really like to see the EDA rethink this process. Growth was an issue for everyone.
Chair Lehman stated that this piece of property has the potential to be a resource to the
City in the future. If the City wanted to see it as a resource then it needed to be looked at
as a resource. There is no easy answer.
Mr. McNeill stated the EDA is asked to recommend to the City Council to direct staff to
negotiate a master development agreement which would then come back to the EDA and
then the EDA would determine whether or not to hold a public hearing. This is a very
first step. Commissioner Link was concerned about going before the Planning
Commission. -,
Joos/Mars moved that the Economic Development Authority recommend to the City
Council to receive an Application for Business subsidies (for tax Abatement) from Ryan
Companies US, Inc., and contingent upon Scott County's approval of an abatement
request by Ryan, direct staff to initiate negotiations of a Master Development Agreement
with Ryan and Scott County which would specify the terms under which tax abatement
would be used to finance, in part, the proposed West Dean Lake mixed use development.
Motion carried 4-1 with Commissioner Link dissenting.
VII. Other Business:
There was no other business.
VIII. Adjourn:
Link/Joos moved to adjourn the meeting. The meeting adjourned at 10:49 p.m. Motion
carried 5-0.
~:c:x, 81
EDA Secretary
Carole Hedlund
Recording Secretary