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HomeMy WebLinkAboutVIII-12 Authorize Signature - Agreement for SAC-WAC Deferral – 214 2nd Street East City Council Memorandum To: Mayor Fasbender & City Councilmembers From: Alex Menke, Economic Development Coordinator Date: August 19, 2024 Item: Authorize Signature: Agreement for WAC\SAC Deferral – 214 2nd St E Council Action Requested: Authorize signature of the attached agreement between the City and Marathon Properties of Hastings, LLC to defer payment of the City’s portion of water access charges and sewer access charges (WAC\SAC) over a ten-year period. Approval requires a simple majority of the City Council. Background Information: Marathon Properties of Hastings, LLC owns the property located at 214 2nd Street East. Their newest tenant, Collateral Coffee dba Awful Gato, is in the process of building out a coffee shop and café at the site. The construction results in the payment of Metropolitan Council SAC fees totaling $9,940, and City WAC\SAC fees totaling $15,608 prior to receipt of a building permit. Upfront payment of WAC\SAC fees prior to operation of the facility has created a burden for the business owner. The City of Hastings has established a policy to defer City WAC\SAC fees in order to minimize the impact of these fees. Please see the attached policy document for further information. The Hastings program requires a 20% down payment ($3,121.60) due at the time of building permit issuance. Additionally, Marathon Properties of Hastings, LLC plans to enter into the Metropolitan Council’s SAC Deferral Program. The Metropolitan Council’s program requires a 20% down payment ($1988) due at time of building permit issuance. This program is regulated by a Master SAC Deferral Agreement executed by the City of Hastings and Metropolitan Council (attached). Both deferred amounts will be assessed to the property and collected through semi-annual property tax payments for a period of up to ten years. Financial Impact: The City would not receive full payment of the deferred amount ($12,486.4) for up to ten years. Repayment would include an interest charge of 2.06% annually on the unpaid balance and a VIII-12 $50 administrative fee. The deferment would allow Collateral Coffee dba Awful Gato to begin construction to add further value to the property and increase the tax base. Advisory Commission Discussion: N\A Council Committee Discussion: N\A Attachments: • SAC/WAC Deferral Application • SAC/WAC Deferral Agreement • City SAC/WAC Policy • MetCouncil Master SAC Deferral Agreement VIII-12 VIII-12 VIII-12 VIII-12 VIII-12 1 CITY OF HASTINGS AGREEMENT FOR DEFERRED PAYMENT OF WAC/SAC THIS DEFERRED PAYMENT AGREEMENT (“Agreement”) is made this day of______________, 20__ (“Effective Date”), between the City of Hastings, a Minnesota Municipal Corporation, having an address of 101 East 4th Street, Hastings, MN 55033, hereinafter referred to as "City" and Marathon Properties of Hastings, LLC, having an address of 214 2nd Street East, Hastings MN 55033, the owner of property described below, hereinafter referred to as "Owner". RECITALS WHEREAS, Owner owns improved commercial real property located generally at 214 2nd Street East, in the City of Hastings, Dakota County, Minnesota, and legally described as: Mid 1/3 of Lot 2, Block 14, TOWN OF HASTINGS, Dakota County, Minnesota (the "Subject Property"); and WHEREAS, the Property Identification Number for the Subject Property is 193215014024; and WHEREAS, Owner intends to operate, or allow the operation of, Collateral Coffee dba Awful Gato (“Business”) on the Subject Property; and WHEREAS, Metropolitan Council Environmental Services (“MCES”) is authorized by Minnesota Statute § 473.517, subdivision 3, to charge to the City sewer availability charges (“MCES SAC”) upon redevelopment of real property for an expanded use; and WHEREAS, Hastings City Code 51 .05(H) provides, in part, that at the time of expansions of existing sanitary sewer and water services that result in MCES SAC being levied, all water availability charges ("WAC"), MCES SAC, and City sewer availability charges ("Local SAC") shall be paid by the property owner and the number of WAC and Local SAC units charged shall be equal to the MCES SAC units charged; and WHEREAS, MCES determined the net MCES SAC units to be charged as a result of the expansion on the Subject Property shall be 4.0 MCES SAC units. The resulting City charges will be $3,780.00 WAC and $11,828.00 Local SAC, totaling $15,608.00; and WHEREAS, Owner has requested that the City defer the resulting WAC and Local SAC (MECS SAC will be deferred according to the Master SAC Deferral Agreement executed by the City of Hastings and Metropolitan Council), pursuant to City policy, by assessing the charges against the Subject Property and with the assessed amount, plus interest and processing charges, paid by Owner in installments along with the real estate tax installments due for the Subject Property over a period of ten (10) years; and WHEREAS, pursuant to the rules and regulations of the Metropolitan Council and applicable law, the City is authorized to defer payment on the City’s SAC obligations for business properties within the City’s jurisdiction in an amount not to exceed eighty percent (80%) of the Local SAC due for the Subject Property; and WHEREAS, the City is willing to defer the WAC and Local SAC, in return for Owner's agreement to have the costs assessed against the Subject Property as provided in this Agreement. NOW, THEREFORE, IN CONSIDERATION of the City's willingness to defer the WAC and Local SAC, the City and Owner agree as follows: 1. The foregoing Recitals are incorporated herein to the same extent as if they were repeated here. 2. Owner, for itself, its successors and assigns, agrees to have the Subject Property assessed for eighty VIII-12 2 percent (80%) of the total amount of the WAC and Local SAC owed in the amount of $12,486.40 ("Base Assessment Amount"). An initial payment of $3,121.60 representing twenty percent (20%) of the total amount of WAC and Local SAC owed shall be due at the time of the issuance of the Building Permit from the City 3. Owner, for itself, its successors and assigns, agrees that the Base Assessment Amount assessed against the Subject Property shall be paid by Owner over a term of ten (10) years, with interest accruing at a rate of 2.06% per year on the unpaid balance. Owner further agrees that the City shall assess an additional $50.00 against the Subject Property which represents $5.00 per year for the term of the assessment to offset the fees imposed by Dakota County for this assessment, plus the City's administrative fee. 4. Owner agrees the City shall certify this assessment against the Subject Property to Dakota County for collection with the real estate taxes payable in the year following the Effective Date and each year thereafter, without the necessity of the City complying with any of the procedural or notice requirements outlined in Minnesota Statutes, Chapter 429 or elsewhere. 5. In further consideration of the City's agreement to defer the WAC and Local SAC, Owner, for itself, its successors and assigns, also hereby waives any and all right to appeal the amount assessed against the Subject Property for the WAC and Local SAC, whether the basis for the appeal is that the assessment exceeds the benefits to the Subject Property; on any procedural basis; or on any other basis whatsoever. 6. Owner understands and agrees that nothing contained herein shall be construed as a deferral of the MCES SAC, as MCES SAC is being deferred through a separate agreement (the Master SAC Deferral Agreement) between the City of Hastings and Metropolitan Council. Owner shall pay the costs of recording this Agreement upon the public records of Dakota County. 7. If the Business ceases operations or moves from the Subject Property, the Owner is responsible for making the deferral payments required by this Agreement up until the time that the Owner informs the City in writing that the business has ceased operations or has moved from the Subject Property. The Owner must continue to make payments under this Agreement until MCES determines that the City is not required to pay MCES sewer availability charges related to the operation of the Subject Property. 8. The Owner shall be deemed in default of this Agreement for failure to make payments pursuant to the terms herein or any other breach of this Agreement and failure to cure the default within ten (10) days of the mailing of written notice by the City to Owner. 9. Upon default, the Owner must alert the City’s Economic Development Director. At this time, the City will notify MCES about the closure and cease assessing the Subject Property for unpaid fees. If MCES requires the City to pay the sewer availability charge, any balance remaining due under this Agreement shall be due immediately and payable by the Owner without demand or notice by the City. 10. To the extent permitted by law, Owner agrees to pay all costs of collection, including reasonable attorneys’ fees and legal expenses, incurred by the City in collection of any amounts due herein. 11. Notices to be given under this Agreement shall be given by enclosing the same in a sealed envelope, postage prepaid and deposited in the U.S. Postal Service, addressed to the parties as listed above. 12. None of the parties shall assign this Agreement, nor any interest arising herein, without the written consent of the other party. 13. The covenants, waivers and agreements contained in this Agreement shall run with the Subject Property and VIII-12 3 shall bind future owners of the Property and their heirs, successors and assigns. Owner agrees to provide a copy of this Agreement to any buyer of the Subject Property before Owner signs a purchase agreement to sell the Subject Property. 14. The laws of the State of Minnesota shall govern this Agreement. 15. The provisions of this Agreement are severable. If any portion of this Agreement is, for any reason, held by a court of competent jurisdiction to be contrary to law, such decision shall not affect the remaining portions of this Agreement. 16. The entire Agreement of the parties is contained herein. This Agreement supersedes all oral agreements and negotiations between the parties relating to the subject matter hereof as well as any previous agreements presently in effect between the parties relating to the subject matter hereof. Any alterations, amendments, deletions, or waivers of the provisions of this Agreement shall be valid only when expressed in writing and duly signed by the parties, unless otherwise provided herein. 17. This Agreement may be executed in multiple counterparts, each of which shall be considered an original. 18. Owner signs this Agreement and waiver with full understanding of its legal rights and acknowledges it has had sufficient opportunity to discuss this matter with an attorney of its choosing. [The remainder of this page is intentionally left blank] VIII-12 4 IN WITNESS WHEREOF, the City and Owner has caused this Agreement to be executed by their duly authorized representatives in duplicate on the respective dates indicated below. CITY OF HASTINGS ______________________________ Mary Fasbender, Mayor ______________________________ Kelly Murtaugh, City Clerk ______________________________ Date ACKNOWLEDGMENT STATE OF MINNESOTA ) ) ss. COUNTY OF DAKOTA ) The forgoing instrument was acknowledged before me this ___ day of ________________, 20___, by Mary Fasbender and Kelly Murtaugh, the Mayor and City Clerk of the City of Hastings, a Minnesota Municipal Corporation. _________________________________________ Notary Public VIII-12 5 OWNER ________________________________ By: ________________________________ Its: ________________________________ Date ACKNOWLEDGMENT STATE OF MINNESOTA ) ) ss. COUNTY OF DAKOTA ) The forgoing instrument was acknowledged before me this ___ day of ________________, 20___, by ______________, the _____________________ of _____________________________, on behalf of the company. _________________________________________ Notary Public VIII-12 SAC & WAC Payment Deferral City of Hastings & Metropolitan Council PROGRAM INFORMATION, GUIDELINES AND APPLICATION INSTRUCTIONS City of Hastings 101 4th Street East, Hastings, MN 55033-1955 T: 651-480-2350 F: 651-437-7082 www.hastingsmn.gov VIII-12 CITY OF HASTINGS: SAC & WAC DEFERRAL//UPDATED 06.11.2018 1 CITY OF HASTINGS SAC & WAC PAYMENT DEFERRAL PROGRAM INFORMATION, GUIDELINES AND APPLICATION INSTRUCTIONS In order to minimize the impact of the Sewer Availability Charge (SAC) and Water Availability Charge (WAC) to businesses within the City of Hastings, the City can provide a deferral option to pay SAC and WAC fees over time, instead of an upfront payment due at the time of building permit issuance. This program is in addition to the Metropolitan Council’s SAC Deferral Program, adopted in April 2017. The MetCouncil SAC Deferral Program, which is targeted to small businesses (under 25 SAC units), is a means of assistance in paying Metropolitan Council SAC charges and allows a portion, up to 80%, of SAC to be paid over a period not to exceed ten years. Under the updated program, the City of Hastings will enter into an agreement with eligible businesses and/or property owners to spread SAC and/or WAC payments over a ten year term. Property owners will be billed annually, on their property tax statement, for a period of ten years. If eligible, businesses and/or property owners have the option to utilize the Metropolitan Council SAC Deferral Program, the City of Hastings SAC & WAC Deferral Program, or both. Metropolitan Council SAC Deferral Program: 10 year term; low interest rate*; 20% down, plus the first monthly payment; secured by the Deferred Payment Agreement; eligible to businesses with SAC unit determination of 25 units or less. This program is established and regulated by a Master SAC Deferral Agreement executed between the City of Hastings and Metropolitan Council. City of Hastings SAC & WAC Deferral Program: 10 year term; low interest rate**; secured by the Deferred Payment Agreement; eligible to businesses with a SAC & WAC unit determination of 25 units or less. This program is established by City Ordinance and is intended to parallel the Metropolitan Council Program guidelines. Participants in the program are allowed to defer a maximum of 25 SAC and/or 25 WAC units. Businesses with SAC and WAC determinations exceeding the program limits will be considered on a case by case basis. The business owner and/or property owner must agree to participate and fill out an application form with the requested information, in addition to executing the Deferred Payment Agreement. If you have any questions or would like to submit an application for the City of Hastings SAC & WAC Deferral Program and/or the Metropolitan Council SAC Deferral Program, please contact John Hinzman, Community Development Director, at jhinzman@hastingsmn.gov or 651-480-2378. *Metropolitan Council SAC Deferral Program: principal on the deferred amount will be amortized monthly at a fixed interest rate based on MCES’ average cost of debt (per statute). MCES’ average cost of debt, computed on December 31 each year, will be used as the interest rate for all new deferrals entered into the following calendar year. **City of Hastings SAC & WAC Deferral Program: principal on the deferred amount will be amortized monthly at a fixed interest rate based on the 10 year Treasury Rate, locked in after application approval, at time of closing/document signing. VIII-12 CITY OF HASTINGS: SAC & WAC DEFERRAL//UPDATED 06.11.2018 2 CITY OF HASTINGS SAC & WAC PAYMENT DEFERRAL APPLICATION SECTION 1: BUSINESS INFORMATION Business Name:________________________________________________________________________ Business Address:______________________________________________________________________ Business Contact/Title:__________________________________________________________________ Telephone:____________________________________________________________________________ Email:_______________________________________________________________________________ SECTION 2: PROPERTY OWNER INFORMATION Property Owner Name:__________________________________________________________________ Address:_____________________________________________________________________________ Property ID Number:___________________________________________________________________ Telephone:____________________________________________________________________________ Email:_______________________________________________________________________________ SECTION 3: SAC UNIT DETERMINATION (Please attach SAC Determination Letter) Address on SAC Determination Letter:_____________________________________________________ Date on SAC Determination Letter:________________________________________________________ Reference # on SAC Determination Letter:__________________________________________________ SAC Units (must be less than 25 units):_____________________________________________________ SAC Credits:___________________________________________________________________ Net SAC Units:_________________________________________________________________ WAC Units (must be less than 25 units):____________________________________________________ WAC Credits:___________________________________________________________________ Net WAC Units:________________________________________________________________ VIII-12 CITY OF HASTINGS: SAC & WAC DEFERRAL//UPDATED 06.11.2018 3 SECTION 4: ELIGIBILITY Please confirm by initialing the following to determine eligibility: _____ The property is located in the City of Hastings, MN. _____ The SAC Determination for the property is 25 units or less, prior to SAC credits. _____ The WAC Determination for the property is 25 units or less, prior to WAC credits. _____ I understand that the deferral term is not to exceed 10 years. _____ I understand that the maximum deferment amount is 80% and a down payment, equal to 20% of the total SAC and WAC fees is due at time of application approval. _____ I understand that the property owner will be billed monthly on their regular utility bill. _____ I understand that SAC and WAC credits are tied to the property and may not generally be transferred to another location. _____ I understand that in the event of a default, any outstanding payments will be assessed to the property and the property owners waives the right to contest the assessment. _____ I understand that, in the case of a business closure, the business or property owner must notify the City’s Economic Development Coordinator. They City will verify the closure and future payment obligations will be waived. The site will not be credited with the portion of SAC & WAC not paid, but will receive credit for actual SAC & WAC paid. I hereby certify that the above information and/or statements are true and correct to the best of my knowledge. I understand that any false statements may disqualify me, the property, or this business from the program. Business Signature:________________________________________________ Date:______________ Property Owner Signature:_________________________________________ Date:______________ Community Development Staff Approval:_____________________________ Date:_______________ VIII-12 CITY OF HASTINGS: SAC & WAC DEFERRAL//UPDATED 06.11.2018 4 For Staff to Complete: Permit Number:________________________________________________________________________ Permit Issue Date:______________________________________________________________________ Deferral Start Date: ____________________________________________________________________ (1st day of month after MCES report due) Percentage to be financed: _______________________________________________________________ (maximum of 80%) SAC Deferral Amount: ___________X (% Financed) = ________ X __________ = ________________ (e.g. 5 SAC x 80% = 4) (# total SAC units) Deferred Units Current SAC Rate Deferral Amount in $ WAC Deferral Amount: ___________X (% Financed) =_________ X ___________= _____________ (e.g. 5 SAC x 80% = 4) (# of total WAC units) Deferred Units Current WAC Rate Deferral Amount in $ Total Down Payment: SAC______________ = __________________ Down payment in units Down Payment Amount in $ (+) WAC______________ = __________________ Down payment in units Down Payment Amount in $ (+) First Monthly Payment = _________________ _____________________________________________________________________________________ Total Down Payment: $_________________ Eligibility Conditions: _____ The fee owner’s property taxes are in good standing. _____ The business is in good standing with the State of Minnesota and is not in violation of Hastings City Code. _____ The property is located within the City of Hastings. _____ The business meets the definition of eligible commercial properties as stated in the City of Hastings SAC & WAC Deferral Program and/or the Metropolitan Council’s SAC Deferral Program. Community Development Staff:______________________________ Date:________________ VIII-12 VIII-12 VIII-12 VIII-12 VIII-12 VIII-12 VIII-12 VIII-12 VIII-12 VIII-12 VIII-12