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09-19-23 HRA Agenda September 19, 2023 — 6:30 PM Golden Valley City Hall Hybrid Meeting 1.Call to Order 1A.Roll Call 2.Approval of Agenda 3.Consent Agenda Approval of Consent Agenda - All items listed under this heading are considered to be routine and will be enacted by one motion. There will be no discussion of these items unless a Commission Member so requests in which event the item will be removed from the general order of business and considered in its normal sequence on the agenda. 3A.Approval of HRA Minutes: 3A.1.Minutes from the Regular HRA Meeting of June 20, 2023 3B.Receive and File the Third Quarter Financial Reports. 4.Public Hearing 5.Old Business 6.New Business 6A.Adopt HRA Resolution No. 23-12 Adopting a Proposed Budget and Establishing the Proposed Tax Levy Payable in 2024. HRA REGULAR MEETING AGENDA Housing and Redevelopment Authority meetings are being conducted in a hybrid format with in- person and remote options for attending, participating, and commenting. The public can make statements in this meeting during public comment sections, including the public forum beginning at 6:20 pm. Remote Attendance/Comment Options: Members of the public may attend this meeting by watching on cable channel 16, streaming on CCXmedia.org, streaming via Webex, or by calling 1-415-655-0001 and entering access code 2461 391 3190 . Members of the public wishing to address the Council remotely have two options: Via web stream - Stream via Webex and use the ‘raise hand’ feature during public comment sections. Via phone - Call 1-415-655-0001 and enter meeting code 2461 391 3190 . Press *3 to raise your hand during public comment sections. City of Golden Valley HRA Regular Meeting September 19, 2023 — 6:30 PM 1 7.Adjournment City of Golden Valley HRA Regular Meeting September 19, 2023 — 6:30 PM 2 June 20, 2023 —6:30 PM Golden Valley City Hall Hybrid Meeting HRA REGULAR MEETING MINUTES Housing and Redevelopment Authority meetings are being conducted in a hybrid format with in- person and remote options for attending, participating, and commenting. 1.Call to Order Chair Maurice Harris called the meeting to order at 6:30 pm. 1A. Roll Call Commissioners present:Chair Maurice Harris; Commissioners Sophia Ginis, Denise La Mere- Anderson, Shep Harris, and Gillian Rosenquist Staff present: HRA Director Cruikshank, Community Development Director Flores, Housing and Economic Development Manager Shoquist, and City Clerk Schyma 2.Approval of Agenda Motion by Rosenquist, Second by S. Harris to approve the agenda as submitted. Motion carried 5-0. 3.Consent Agenda Approval of Consent Agenda -All items listed under this heading are considered to be routine and will be enacted by one motion. There will be no discussion of these items unless a Commission Member so requests in which event the item will be removed from the general order of business and considered in its normal sequence on the agenda. Motion by Rosenquist, Second by S. Harris to approve the Consent Agenda as revised: Commissioner Ginis stated she would be abstaining from the votes of Items #3A.1. Minutes from the Regular HRA Meeting of March 21, 2023 and #3A.2.Minutes from the Special HRA Meeting of May 16, 2023. Motion by La Mere-Anderson, Second by Rosenquist to approve the Consent Agenda as amended. Motion carried 5-0. 3 3A.Approval of HRA Minutes: 3A.1. Minutes from the Regular HRA Meeting of March 21, 2023 3A.2. Minutes from the Special HRA Meeting of May 16, 2023 3B.Receive and File the Second Quarter Financial Reports 3.Items Revised on the Consent Agenda: 3A.1. Minutes of the Regular HRA Meeting of March 21, 2023 3A.2. Minutes of the Special HRA Meeting of May 16, 2023 Commissioner Ginis abstained from the vote on Items #3A.1. & #3A.2. since she was not a member of the HRA for the meetings on the consent agenda. Motion by La Mere-Anderson, Second by Rosenquist to approve the Minutes from the Regular HRA Meeting of March 21, 2023 and the Minutes from the Special HRA Meeting of May 16, 2023. Motion carried 4-0. (In Favor: M. Harris, La Mere-Anderson, Rosenquist. Abstained: Ginis. Opposed: N/A) 4.Public Hearing 5.Old Business 6.New Business 6A.Adopt HRA Resolution No. 23-06 Approving a Tax Increment Financing Plan for Tax Increment Financing District within Valley Square Redevelopment Project Area Housing and Economic Development Manager Shoquist discussed the staff report. She noted that Tom Denaway of Baker Tilly Advisors, Attorney Ron Batty from Kennedy & Graven, and Developer Brian Woolsey were in attendance to answer any questions the HRA may have. Mr. Denaway provided information on tax increment financing (TIF) including financial analysis, Renewal & Renovation TIF District eligibility, limitation on use of TIF revenue in Renewal & Renovation District, Renewal & Renovation TIF District duration, TIF revenue projections and proposed TIF assistance budget. Motion by S. Harris, Second by Rosenquist to Adopt HRA Resolution No. 23-06 Approving a Tax Increment Financing Plan for Tax Increment Financing District within Valley Square Redevelopment Project Area. Motion carried 5-0 with unanimous approval.(In Favor: M. Harris, Ginis, S. Harris, La Mere- Anderson, Rosenquist. Opposed: N/A) 6B.Approve Contract for Private Development with 640 Golden Valley, LLC (Sentinel Development) Housing and Economic Development Manager Shoquist discussed the staff report and the future of the naming process for the development.4 Motion by S. Harris, Second by Rosenquist to Approve Contract for Private Development with 640 Golden Valley, LLC (Sentinel Development). Motion carried 5-0. 7.Adjournment The HRA meeting was adjourned by unanimous consent at 6:48 p.m. Maurice Harris, Chair ATTEST: Theresa Schyma, City Clerk 5 EXECUTIVE SUMMARY Administrative Services 763-512-2345 / 763-512-2344 (fax) Golden Valley Housing and Redevelopment Authority Meeting September 19, 2023 Agenda Item 3B. Receive and File the Third Quarter Financial Reports. Prepared By Sue Virnig, Finance Director Summary The following quarterly reports are attached. Financial or Budget Considerations Expenditures are shown on the following financials. The city check register would include any pay-go- note and expenditures. The Housing Fund includes salaries/benefits and expenses outlined in the HRA budget and are for the Housing and Economic Development Manager. Legal Considerations Not Applicable Equity Considerations The proposed budgets strives to advance the equity goals of the City by funding infrastructure, programs, and services that provide opportunities and resources for all. The process for adoption includes the ability for any member of the public to provide feedback. Recommended Action Motion to receive and file third quarterly 2023 financial reports. Supporting Documents HRA Quarterly Financial Reports-September.xls 6 HRA Of Golden Valley 2023 3rd Quarter Financial Report 9000 9190 9300 9350 9400 9250 General Fund Housing Hwy 55/Cornerstone Winnetka North West TIF (4)Med Lk Rd Wirth #3 Cash Balance @ 06/15/2023 $134,374.06 ($3,963.41)$614,198.89 $24,735.76 $1,177,371.01 $9,339.01 Add: Tax Levy (July, Dec, & Jan)122,339.21 167,922.66 617,241.81 Tax Increment (July, Dec & Jan) Receipts: Less: Deposit Return Interfund Loan Salaries/Expenses (84,366.54) Debt Service Payment (556.87) Pay Go Note $0.00 $0.00 $0.00 $0.00 Expenditures: Cash Balance @ 09/13/2023 $134,374.06 $34,009.26 $782,121.55 $24,735.76 $1,794,612.82 $8,782.14 Payments for TIF notes will be made at the end of July. Capital Proejcts Special Revenue 7 EXECUTIVE SUMMARY Administrative Services 763-512-2345 / 763-512-2344 (fax) Golden Valley Housing and Redevelopment Authority Meeting September 19, 2023 Agenda Item 6A. Adopt HRA Resolution No. 23-12 Adopting a Proposed Budget and Establishing the Proposed Tax Levy Payable in 2024. Prepared By Sue Virnig, Finance Director Summary The following resolution will allow the Housing and Redevelopment Authority (HRA) to collect tax dollars through a levy to finance the HRA Housing Program Budget. The resolution of consent will need to be approved by the City for which it was created. Financial or Budget Considerations The HRA 2024 Proposed Budget is $284,880. The HRA will levy $288,880 due to the fiscal disparities and delinquencies that will reduce the amount received by the HRA. The monies are scheduled to arrive in July and December. Legal Considerations MN Statutes Sections 469.001 to 469.047 grants the HRA the power to levy and collect taxes subject to a resolution of consent from the Golden Valley Council. Equity Considerations The proposed budget strives to advance the equity goals of the City by funding housing programs, and services that provide opportunities and resources for all. The process for adoption includes the ability for any member of the public to provide feedback. Recommended Action Motion to Approve HRA Resolution No. 23-12 Adopting the Housing and Redevelopment Authority Budget and Establishing the Proposed Tax Levy Payable in 2024. Supporting Documents 2024-2025 Proposed HRA Housing Budget.xlsx 2024-2025 Housing Fund Revenues.xlsx 2024-2025 Housing Working Capital.xlsx HRA Resolution 23-12 Adopting the Proposed Budget and Establishing the proposed tax levy payable 2024-2025.doc 8 9 DIVISION: Housing (016)PROGRAM: Housing (9190) 2021 2022 2023 2023 2024 2024 2025 OBJECT DESCRIPTION ACTUAL ACTUAL ADOPTED ESTIMATED CONCEPT PROPOSED CONCEPT Personal Services 6110 Salaries-Regular Employees $99,456 $132,223 $129,920 $130,355 $133,815 $134,265 $138,280 6150 Employee Insurance 26,620 33,666 35,050 22,290 31,130 34,235 34,570 6160 Retirement 14,539 17,082 20,785 20,860 21,410 21,480 22,125 TOTAL Personal Services 140,615 182,971 185,755 $173,505 186,355 189,980 194,975 Supplies and Services 6320 Operating Supplies -7 500 500 500 500 500 6340 Professional Services 49 8,456 49,245 15,000 45,000 85,000 140,000 6344 Use of Personal Auto --500 -500 500 300 6411 Conferences and Schools 164 1,073 3,000 3,000 5,500 3,000 3,500 6413 Dues and Subscriptions 150 545 2,000 1,220 2,000 5,900 5,900 TOTAL Supplies and Services 363 10,081 55,245 19,720 53,500 94,900 150,200 TOTALS 140,978 193,052 241,000 193,225 239,855 284,880 345,175 CITY OF GOLDEN VALLEY 2024 - 2025 OPERATING BUDGET 1 10 Percent Percent Percent Percent Percent Percent Percent Revenue Amount of Total Amount of Total Amount of Total Amount of Total Amount of Total Amount of Total Amount of Total Property Tax Revenues $72,000 100.5%$213,241 89.5%$245,000 101.5%$245,000 101.5%$250,000 102.0%$288,880 101.4%$350,075 101.4% Allowance for Delinquencies ($3,600)($3,600)($4,785)($4,000)-1.4%($4,900)-1.4% Transfer from HRA General Fund $25,000 Interest (359)-0.5%-0.0%$0 0.0%$0 0.0%$0 0.0%$0 0.0%$0 0.0% Fund Balance -0.0%0.0%0 0.0%0 0.0%0 0.0%0 0.0%0 0.0% TOTALS $71,641 100.0%$238,241 89.5%$241,400 101.5%$241,400 101.5%$245,215 102.0%$284,880 100.0%$345,175 100.0% CITY OF GOLDEN VALLEY HRA HOUSING FUND REVENUE DETAIL Concept 2025Concept 2024Actual 2021 Actual 2022 Adopted 2023 Estimated 2023 PROPOSED 2024 11 Fund Balance @ 01/01/23 $31,454 Estimated Revenue - 2023 $241,400 Estimated Expenses - 2023 193,225 Excess of Revenue Over (Under) Expenses 48,175 Estimated Fund Balance @ 12/31/23 $79,629 PROPOSED Revenue - 2024 284,880 PROPOSED Expenses - 2024 284,880 Excess of Revenue Over (Under) Expenses 0 Projected Fund Balance @ 12/31/24 $79,629 Concept Revenue - 2025 345,175 Concept Expenses - 2025 345,175 Excess of Revenue Over (Under) Expenses 0 Projected Fund Balance @ 12/31/25 $79,629 * Working Capital is defined as current assets minus current liabilities. Fiscal Disparities will lower the revenue in 2023 through 2025 CITY OF GOLDEN VALLEY HRA HOUSING FUND FUND BALANCE ANALYSIS * 12 HRA RESOLUTION NO. 23-12 ADOPTING THE HOUSING AND REDEVELOPMENT AUTHORITY BUDGET AND ESTABLISHING THE PROPOSED TAX LEVY PAYABLE IN 2024 WHEREAS, The Golden Valley Housing and Redevelopment Authority (the “HRA”) has authorities and powers according to MN Statutes, Sections 469.001 to 469.047. MS Statutes, Section 469.033, subd. 6 grants the HRA the power to levy and collect taxes subject to a resolution of consent from the Golden Valley City Council for a set period and, WHEREAS, The Golden Valley HRA on September 21, 2021 Approved Resolution 21-74 Approving Granting Consent Intent for HRA Levy for a Housing Program, and WHEREAS, The HRA, is requesting to adopt the proposed 2024-25 HRA budget and levy payable in 2024 and requests the City of Golden Valley approves Intent for the HRA Budget and Levy, and NOW, THEREFORE BE IT RESOLVED by the Board as follows: Section I. That there is proposed levy upon all taxable real and personal property in the City of Golden Valley, a tax rate sufficient to produce the amount as follows: HRA HOUSING FUND LEVY $ 288,880 Section 2. That the proposed budget is as follows HRA HOUSING FUND $ 284,880 Adopted by the Housing and Redevelopment Authority in and for the City of Golden Valley, Minnesota this 19th day of September 2023. __________________________ Maurice Harris, Chair ATTEST: ________________________________ Timothy J. Cruikshank, Executive Director 13