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10-13-09 HRA Agenda AGENDA GOLDEN VALLEY HOUSING AND REDEVELOPMENT AUTHORITY REGULAR MEETING October 13,2009 - 6:30 PM Golden Valley City Hall 7800 Golden Valley Road Council Chambers PaQes 1 . Roll Call 2. Approval of Minutes - April 14, 2009 HRA Meeting 3. Approval of Bills: City of Golden Valley (4031) City of GoldenValley> (4032) TOTAL 1 0-11 69-70 $1,875.95 4,437,000.00 $4,438,875.95 Bill Summary: General Fund - 2009 818.75 Valley Square - Capital Project Fund (transfer) Tax Increment Fund -428,000.00 2,000,000.00 Golden Hills - Capital Project Fund - Central Area Tax Increment Fund 1.95 2,865,000.00 North Wirth - Capital Project Fund - District #3 1,055.25 TOTAL $4,438,875.95 4. Receive and File September Financial Reports 71-73 5 Other Business 6 Adjournment REGULAR MEETING OF THE HOUSING AND REDEVELOPMENT AUTHORITY July 14, 2009 Pursuant to due call and notice thereof, a regular meeting of the Housing and Redevelopment Authority of the City of Golden Valley, Hennepin County, Minnesota, was held at 7800 Golden Valley Road in said City on July 14, 2009 at 6:30 pm,. the City Council Chambers. Approval of Bills 'ui-,r"b the minutes of The following members were present: Chair Paula Pentel and Commissio Freiberg, Linda Loomis, De De Scanlon and Robert Shaffer. Also present Director Thomas Burt, HRA, Assistant HRA Director Jeanne Andre Assistant Christine Columbus. Approval of the Minutes MOVED by Freiberg, seconded by Loomis, and motio the April 14, 2009 HRA meeting. -\ ',...,,,.-.,.,,-., MOVED by Loomis, seconded by Freiber~~)~'ElJi9.n carried unanimously to approve the bills as submitted, reimbursing City exp / itures;forth~ HRA. MOVED by Loomis seconded Financial Reports. . n carried to receive and file the June recuse from this issue because of a conflict of interest. ) re a dressed the Authority with the history of the private agreement Properties, LLC in 2006 and explained why the staff did not feel alize GVEC Properties, LLC for failing to meet the provisions stated in t due to the current market conditions. The new agreement would modify the schedule for completion of Phase II, waive the existing Event of Default and amend the Tax Increment Note with respect to the payment of interest. Commissioner Scanlon asked if GVEC Properties, LLC was in favor of the agreement and if precedent had previously been set with any other corporations defaulting on agreements. Assistant Director Andre stated that GVEC Properties, LLC was willing to agree to the terms of the new agreement. City Attorney Barnard stated that in the past there were no Regular Meeting of the Housing and Redevelopment Authority July 14, 2009 Page 2 pay as you go agreements where the situation was exactly the same and corporations defaulted. Commissioner Loomis stated that she felt the agreement was a good solution and thanked staff for working with GVEC Properties, LLC to amend the private development agreement. MOVED by Loomis, seconded by Pentel and and motion carried to approv~!:First Amendment to GVEC Properties, LLC Private Development Agreement and' mmissioner Shaffer abstained from voting. Christine Columbus, Administr 3j:,"< Other Business There was no other business at this time. Adiournment The meeting was adjourned at 6:42 pm. ATTEST: Jeanne Andre, A Memorandum Housing & Redevelopment Authority 763-593-8002/763-593-8109 (fax) 7800 Golden Valley Rd. Golden Valley, MN 55427 763-593-8014 Date: October 13, 2009 To: Housing and Redevelopment Authority Commissioners From: Sue Virnig, Finance Director Through: Thomas D. Burt, Director Subject: Reimbursement of City Expenditures for the HRA As of September 30, 2009 the following expenditure amounts were owing to the City by the HRA: City Expenditures: 1000 Best & Flanagan (June legal)1 1000 Best & Flanagan (July legal) 1000 Best & Flanagan (August legal) 1000 Hoffman Bros (Vet clinic parking lot-D'Amico) 1000 Best & Flanagan (NW #3 Agreement)* City of Golden Valley (Bonded Debt Payment) (Dee) Amount 225.00 370.00 223.75 1.95 1055.25 4,437,000.00 $4,438,875.95 HRA Expenditures: 9000 General Fund 9120 Valley Square Tax Increment Fund 9160 Golden Hills Tax Increment Fund 9220 Valley Square Capital Projects (transfer) 9250 North Wirth Capital Projects 9280 Golden Hills Capital Projects 818.75 2,000,000.00 2,865,000.00 -428,000.00 1,055.25 1.95 $4,438,875.95 This reimbursement should be approved by the HRA as part of the normal bill paying process. Those noted with an asterisk are coming from deposit accounts paid by the Developer. 98475 98843 98996 98563 98129 4032 HRA of Golden Valley General Fund September 2009 Budget Report Percentage Of Year Completed 25% Over %Of 2009 July-Sept YTD (Under) Budget Revenue Budget Actual Actual Budget Received Transfer from TIF Funds: Valley Square (3) $10,000 10,000.00 10,000.00 0.00 100.00% Golden Hills (3) 159,000 159,000.00 159,000.00 0.00 100.00% Interest Earnings (2) 0 0.00 233.92 233.92 Fund Balance 0 0.00 0.00 0.00 Totals $169,000 169,000.00 169,233.92 233.92 100.14% Over %Of 2009 July-Sept YTD (Under) Budget Expenditures Budget Actual Actual Budget Expended Legal Services (1) $6,000 818.75 2,746.25 (3,253.75) 45.77% Audit 12,000 0.00 12,000.00 0.00 100.00% City Overhead (3) 150,000 0.00 150,000.00 0.00 100.00% Miscellaneous 1,000 0.00 0.00 (1,000.00) 0.00% Totals $169,000 818.75 164,746.25 (4,253.75) 97.48% Notes: (1) Includes August to date billings from Best & Flanagan. (2) Interest is through 03/09. (3) Transfers were made in June 2009. City of Golden Valley - HRA - Tax Increment District Proiections Vallev Sauare Tax Increment Fund: 2009 2010 Projected Cash Balance @ 1/1 $398,487 $1,566,472 Plus: Area B Increment Interest Earnings @ 2% of Beg. Ba!. Valley Square Capital Projects Fund transfer 750,000 3,985 428,000 Less: Transfer to HRA General Fund (14,000) Debt Service: 2003 Tax Increment Bonds (3.47%) 2003 Taxable Tax Increment Bonds (4.49%) (1,091,800) (466,875) Projected Cash Bal. @ 12/31 $1,566,472 $7,797 Bond Principal & Interest Outstanding @ 12/31 $1.558,675 $0 The 2009 Bond Payments was transferred to the City in December. 2009. City of Golden Vallev - HRA - Tax Increment District Proiections Golden Hills Tax Increment Fund: (Includes Tax Increment Fund and Debt Service) 2009 2010 2011 2012 2013 2014 2015 Projected Cash Bal. @1/1 $4,368,985 $5,227,182 $6,108,549 $7,084,866 $9,236,357 $10,420,771 $9,695,811 Plus: Estimated Tax Increment 3,906,540 3,906,540 3,906,540 3,945,605 3,985,061 4,024,912 Interest Eamings (1% of Beg. Bal.) 43,690 52,272 122,171 141,697 184,727 208,415 Less: Transfer to HRA General Fund (159,000) (159,000) (159,000) (159,000) (159,000) (159,000) Debt Service: 1999 C Tax Incr. Bonds (5.09%) (Callable 02101/08) (870,320) (869,470) (866,970) 2004 A Tax Incr. Refunding Bonds (2.27%) (225,125) (226,562) (231,187) 2005 B Taxable Tax Incr. Refunding Bonds (4.69%) (417,442) (411,841) (412,766) (407,991) (402,710) (1,759,910) (1,686,475) 2005 A Tax Increment Refunding Bonds (3.50%) (109,071) (116,071) (123,971) (126,571) (128,915) (546,877) (533,282) 2006 A Taxable Tax Incr. Refunding Bonds (5.12%) (1,311,075) (1,294,500) (1,258,500) (1,242,250) (2,294,750) (2,492,500) (2,950,500) Projected Cash Ba\. @ 12131 $5,227,182 $6,108,549 $7,084,866 $9,236,357 $10,420,771 $9,695,811 $4,525,554 Bond Principal & Interest Outstanding @ 12131 $20,062,785 $17,165,545 $14,293,355 $12,535,035 $9,755,255 $5,065,439 $0 HRA Of Golden Valley Capital Project Funds 2009 Financial Report 9280 9220 9250 Golden Valley North Hills Sauare Wirth #3 Cash Balance @ 07/01/09 $286,795.58 $770,072.74 $358.26 Add: Receipts: Interest Deposit from Developer 1,000.00 Less: Expenditures: City of Golden Valley (1) (1.95) (1,055.25) Transfer to TIF (428,000.00) Cash Balance @ 09/30/09 $286,793.63 $342,072.74 $303.01 (1) Breakdown on City Expenditures Memo